ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BARCLAYS PLC 42420.00%0.10%1.02%Q2 2013Q3 2023116
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.04%0.34%Q2 2013Q3 2023116
GOLDMAN SACHS GROUP INC 4240.00%0.06%0.45%Q1 2012Q3 2023102
Parallax Volatility Advisers, L.P. 3620.00%0.07%0.78%Q3 2013Q1 202398
CITIGROUP INC 42420.00%0.18%1.45%Q2 2013Q3 202398
BANK OF AMERICA CORP /DE/ 42420.00%0.21%0.77%Q2 2013Q3 202393
Walleye Trading LLC 3010.00%0.01%0.09%Q2 2013Q3 202390
UBS Group AG 36360.00%0.18%0.61%Q4 2014Q3 202390
Citadel Advisors 2910.00%0.03%0.26%Q2 2014Q3 202380
CREDIT SUISSE AG/ 43430.00%0.05%0.25%Q1 2013Q3 202377
Cutler Group LLC / CA 18120.00%0.02%0.24%Q4 2015Q3 202376
JANE STREET GROUP, LLC 2610.00%0.17%1.28%Q1 2014Q3 202371
BlackRock Inc. 42420.00%0.20%0.95%Q2 2013Q3 202371
HSBC HOLDINGS PLC 47470.00%0.06%0.35%Q1 2012Q3 202369
ROYAL BANK OF CANADA 42420.00%0.08%0.25%Q2 2013Q3 202365
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.13%0.68%Q2 2013Q3 202362
WELLS FARGO & COMPANY/MN 42420.00%0.15%0.58%Q2 2013Q3 202361
MILLENNIUM MANAGEMENT LLC 3310.00%0.09%1.58%Q3 2013Q3 202361
BANK HAPOALIM BM 40400.01%0.31%3.57%Q4 2013Q3 202361
HUNTINGTON NATIONAL BANK 36200.00%0.23%0.62%Q1 2009Q3 202361
WOLVERINE TRADING, LLC 910.00%0.04%0.29%Q2 2016Q3 202360
BANK OF MONTREAL /CAN/ 3920.00%0.11%0.63%Q2 2013Q3 202357
NOMURA HOLDINGS INC 1210.00%0.20%1.06%Q4 2012Q3 202355
Creative Planning 3380.00%0.03%0.15%Q2 2013Q3 202355
Rehmann Capital Advisory Group 3330.02%0.16%0.58%Q2 2011Q3 202347
First Horizon Advisors, Inc. 47470.00%0.34%1.71%Q1 2012Q3 202347
HAP Trading, LLC 2110.00%0.29%4.23%Q1 2014Q3 202346
MUFG Americas Holdings Corp 46460.00%0.01%0.03%Q4 2010Q1 202246
CPWM, LLC 44440.09%0.92%1.82%Q4 2011Q3 202244
KEYBANK NATIONAL ASSOCIATION/OH 44440.14%0.60%1.16%Q4 2012Q3 202344
Capital Analysts, LLC 44440.00%0.53%1.95%Q4 2012Q3 202344
AMERIPRISE FINANCIAL INC 42420.00%0.28%0.81%Q2 2013Q3 202344
HighTower Advisors, LLC 42420.00%0.07%0.29%Q2 2013Q3 202344
COMMERCE BANK 43430.02%0.07%0.11%Q1 2013Q3 202343
Joel Isaacson & Co., LLC 43430.02%0.06%0.26%Q4 2012Q2 202343
Freedom Investment Management, Inc. 43430.15%1.06%2.75%Q1 2013Q3 202343
BAR HARBOR WEALTH MANAGEMENT 43430.37%0.68%1.46%Q1 2013Q3 202343
Cetera Advisor Networks LLC 43430.07%0.17%0.32%Q1 2013Q3 202343
Veritable, L.P. 43430.04%0.24%0.45%Q4 2012Q2 202343
DUNCKER STREETT & CO INC 42420.00%0.78%1.42%Q2 2013Q3 202343
Cypress Capital Group 42420.10%1.21%3.01%Q2 2013Q3 202342
Hilltop Holdings Inc. 42420.21%1.88%4.30%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.01%0.03%Q2 2013Q3 202342
US BANCORP \DE\ 42420.02%0.12%0.23%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.01%0.20%0.54%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.10%0.29%0.80%Q2 2013Q3 202342
INTERACTIVE FINANCIAL ADVISORS, INC. 42421.60%6.23%8.89%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.01%0.02%0.10%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.04%0.27%0.76%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.01%0.73%3.73%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.00%0.01%0.14%Q2 2013Q3 202342
NWAM LLC 2330.03%0.44%1.17%Q2 2012Q3 202342
Twele Capital Management, Inc. 42420.35%1.51%2.28%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.12%0.64%2.76%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.02%0.10%0.48%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.48%1.97%Q2 2013Q3 202342
Palouse Capital Management, Inc. 42420.11%0.35%1.01%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.01%0.06%0.19%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.25%0.87%1.38%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.13%0.51%0.86%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.03%0.11%0.22%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.03%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.06%Q2 2013Q3 202342
MORGAN STANLEY 42420.09%0.21%0.38%Q2 2013Q3 202342
BLB&B Advisors, LLC 42420.15%0.52%1.07%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.07%0.31%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42420.01%0.25%0.88%Q2 2013Q3 202342
CONNING INC. 42420.06%0.59%1.70%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.01%0.01%Q2 2013Q3 202342
FIRST AMERICAN TRUST, FSB 42420.25%2.12%3.97%Q2 2013Q3 202342
Valmark Advisers, Inc. 42421.27%4.15%5.62%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.05%0.19%0.57%Q2 2013Q3 202342
Mariner, LLC 42420.01%0.09%0.75%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 42420.05%0.58%2.14%Q2 2013Q3 202342
Sarasin & Partners LLP 42420.03%0.06%0.10%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.01%0.06%0.38%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.16%0.32%0.55%Q2 2013Q3 202342
Bridgewater Associates 42420.35%1.37%4.50%Q2 2013Q3 202342
North Star Investment Management Corp. 42420.05%0.17%0.32%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.03%0.11%0.37%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42420.02%0.07%0.24%Q2 2013Q3 202342
TCI Wealth Advisors, Inc. 42420.00%0.04%0.08%Q4 2012Q1 202342
RAYMOND JAMES & ASSOCIATES 42420.03%0.11%0.24%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.05%0.18%0.54%Q2 2013Q3 202342
FMR LLC 42420.00%0.02%0.05%Q2 2013Q3 202342
Cetera Advisors LLC 42420.11%0.37%0.60%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.01%0.14%0.45%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.03%0.13%Q2 2013Q3 202342
WEDGEWOOD INVESTORS INC /PA/ 42420.28%0.39%0.66%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.01%0.03%0.07%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.23%1.09%Q2 2013Q3 202342
Mirae Asset Global Investments Co., Ltd. 3210.01%0.65%5.34%Q4 2011Q3 202342
WHITE PINE CAPITAL LLC 42420.28%1.11%7.98%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.03%0.10%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.88%2.39%3.82%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.04%0.67%2.77%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.00%0.01%0.04%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.07%0.19%0.40%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.00%0.11%0.31%Q2 2013Q3 202342
King Wealth Management Group 42420.50%0.91%1.39%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.10%1.08%2.74%Q2 2013Q3 202342
SHEETS SMITH WEALTH MANAGEMENT 21210.23%0.49%1.81%Q1 2013Q3 202342
GREATMARK INVESTMENT PARTNERS, INC. 42420.04%0.48%1.05%Q2 2013Q3 202342
SignalPoint Asset Management, LLC 42420.70%1.53%3.28%Q2 2013Q3 202342
INVESTMENT HOUSE LLC 42420.04%0.07%0.17%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.04%1.08%8.28%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.03%0.15%0.43%Q2 2013Q3 202342
Regal Investment Advisors LLC 42420.06%2.86%15.58%Q2 2013Q3 202342
BCWM, LLC 42420.26%0.72%1.67%Q2 2013Q3 202342
National Mutual Insurance Federation of Agricultural Cooperatives 42423.65%11.88%30.76%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.01%0.07%Q2 2013Q3 202342
Evercore Wealth Management, LLC 3560.01%0.02%0.06%Q2 2013Q3 202341
FineMark National Bank & Trust 25160.02%0.05%0.14%Q2 2013Q3 202341
ASSETMARK, INC 41410.18%1.25%2.52%Q3 2013Q3 202341
WESBANCO BANK INC 30110.04%0.20%0.59%Q2 2013Q3 202341
SEGALL BRYANT & HAMILL, LLC 3560.00%0.01%0.02%Q1 2013Q2 202341
Private Advisor Group, LLC 40400.00%0.25%0.56%Q4 2013Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.09%1.61%3.55%Q3 2013Q4 202341
1ST SOURCE BANK 41410.02%0.13%0.39%Q3 2013Q3 202341
Harbour Capital Advisors, LLC 2280.11%0.49%1.96%Q1 2013Q3 202341
Atria Investments, Inc 27140.05%0.68%3.60%Q2 2013Q3 202341
HANCOCK WHITNEY CORP 22190.01%0.17%0.93%Q2 2013Q3 202341
DUMONT & BLAKE INVESTMENT ADVISORS LLC 41410.08%0.17%0.23%Q3 2013Q3 202341
FRANKLIN RESOURCES INC 3830.00%0.02%0.21%Q2 2013Q3 202341
ZACKS INVESTMENT MANAGEMENT 22190.22%0.47%0.72%Q2 2013Q3 202341
Advisory Services Network, LLC 27140.04%0.36%1.53%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.02%0.55%1.88%Q3 2013Q3 202341
SCHRODER INVESTMENT MANAGEMENT GROUP 3470.00%0.05%0.48%Q2 2013Q3 202341
Clear Harbor Asset Management, LLC 40400.00%0.17%0.30%Q2 2013Q1 202341
Capital Investment Advisors, LLC 41410.13%1.10%4.71%Q4 2013Q4 202341
Kepos Capital LP 3920.09%4.64%19.09%Q2 2013Q3 202341
Gradient Investments LLC 24170.00%0.10%2.47%Q2 2013Q3 202341
Oakworth Capital, Inc. 40400.00%0.01%0.05%Q4 2013Q3 202340
Avalon Investment & Advisory 40400.01%0.41%1.28%Q2 2013Q1 202340
Blume Capital Management, Inc. 40400.02%0.06%0.16%Q4 2013Q3 202340
Haverford Trust Co 40400.00%0.02%0.02%Q4 2013Q3 202340
Wunderlich Capital Managemnt 40400.53%3.28%4.47%Q4 2013Q3 202340
JCIC Asset Management Inc. 23170.00%0.08%0.19%Q2 2013Q3 202340
CITY HOLDING CO 40400.12%0.33%0.63%Q4 2013Q3 202340
EFG Asset Management (Americas) Corp. 40400.13%0.54%1.25%Q4 2013Q3 202340
COMERICA BANK 3910.01%0.04%0.13%Q2 2013Q3 202340
MOLLER WEALTH PARTNERS 40400.07%0.16%0.64%Q2 2013Q1 202340
Sandy Spring Bank 23170.00%0.01%0.02%Q2 2013Q3 202340
CAPTRUST FINANCIAL ADVISORS 2620.00%0.16%1.45%Q2 2013Q3 202340
Marquette Asset Management, LLC 3640.01%0.15%1.18%Q2 2013Q3 202340
Prospera Financial Services Inc 1930.02%0.13%0.78%Q2 2013Q3 202340
Baker Avenue Asset Management, LP 3820.02%0.18%1.37%Q3 2013Q3 202340
Mitsubishi UFJ Trust & Banking Corp 3640.01%0.44%1.63%Q2 2013Q3 202340
Sequoia Financial Advisors, LLC 40400.03%0.34%0.81%Q4 2013Q3 202340
TIEMANN INVESTMENT ADVISORS, LLC 40400.30%0.79%1.18%Q4 2013Q3 202340
EVERGREEN CAPITAL MANAGEMENT LLC 24160.01%1.89%4.44%Q2 2013Q3 202340
Jefferies Group LLC 1310.00%0.47%4.77%Q2 2013Q3 202239
Brookstone Capital Management 3180.02%0.97%3.20%Q4 2013Q3 202339
Tortoise Investment Management, LLC 2980.00%0.12%0.65%Q4 2012Q4 202239
STIFEL FINANCIAL CORP 39390.11%0.33%0.72%Q1 2014Q3 202339
CIBC Private Wealth Group, LLC 39390.04%0.05%0.08%Q1 2014Q3 202339
CLIFFORD SWAN INVESTMENT COUNSEL LLC 39390.01%0.02%0.03%Q2 2013Q4 202239
Avior Wealth Management, LLC 25140.16%2.02%5.91%Q4 2013Q3 202339
M&T BANK CORP 2130.00%0.04%0.18%Q2 2013Q3 202339
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 21180.00%0.00%0.02%Q2 2013Q3 202339
PRUDENTIAL FINANCIAL INC 3120.00%0.50%2.48%Q2 2013Q3 202339
Bartlett & Co. LLC 1940.00%0.01%0.01%Q2 2013Q4 202339
COUNTRY TRUST BANK 39390.50%1.44%2.94%Q2 2014Q4 202339
Occidental Asset Management, LLC 24140.06%0.72%1.81%Q1 2014Q3 202338
SUMMITRY LLC 38380.02%2.53%2.95%Q2 2013Q3 202238
PRUDENTIAL PLC 3440.01%1.74%10.84%Q2 2013Q3 202338
EXANE DERIVATIVES 12100.00%0.13%1.28%Q4 2014Q1 202138
Moors & Cabot, Inc. 38380.03%0.05%0.09%Q2 2014Q3 202338
Horizon Investment Services, LLC 24140.12%0.26%0.50%Q2 2013Q4 202238
Maryland Capital Management 38380.05%0.20%0.52%Q2 2013Q3 202238
TRUST CO OF VERMONT 3310.00%0.01%0.02%Q2 2013Q2 202338
First Financial Bank - Trust Division 3710.02%0.14%0.36%Q4 2013Q2 202338
Ashfield Capital Partners, LLC 38380.14%0.36%0.75%Q2 2013Q3 202238
Hudock, Inc. 3440.03%3.38%5.15%Q2 2013Q4 202238
PITTENGER & ANDERSON INC 38380.00%0.07%0.37%Q2 2014Q3 202338
Stratos Wealth Partners, LTD. 38380.04%0.44%1.92%Q2 2014Q3 202338
First Heartland Consultants, Inc. 3510.02%0.41%1.93%Q2 2013Q3 202337
ClearBridge Investments 37370.00%0.00%0.01%Q2 2013Q2 202237
Horizon Investments, LLC 1710.04%1.16%6.00%Q2 2013Q3 202337
Personal Capital Advisors Corp 37370.06%2.27%3.19%Q4 2013Q4 202237
Riggs Asset Managment Co. Inc. 37370.01%0.87%6.19%Q3 2014Q3 202337
FARMERS & MERCHANTS INVESTMENTS INC 37370.00%0.00%0.01%Q3 2014Q3 202337
BANK OF THE WEST 2980.04%0.31%0.93%Q2 2013Q4 202237
Windsor Capital Management, LLC 36361.34%2.09%2.69%Q2 2013Q1 202236
Betterment LLC 36360.04%0.72%2.57%Q4 2014Q3 202336
Cambridge Advisors Inc. 36360.31%0.70%1.33%Q4 2014Q3 202336
Sigma Planning Corp 36360.33%1.04%2.24%Q4 2014Q3 202336
UBS ASSET MANAGEMENT AMERICAS INC 3140.00%0.04%0.10%Q2 2013Q2 202336
FDx Advisors, Inc. 3150.01%0.67%1.98%Q2 2013Q2 202236
PEAPACK GLADSTONE FINANCIAL CORP 2320.01%0.04%0.15%Q2 2013Q3 202336
Ameritas Investment Partners, Inc. 36360.00%0.04%0.18%Q4 2014Q3 202336
VICUS CAPITAL 36360.14%0.41%0.90%Q4 2013Q3 202236
WestEnd Advisors, LLC 36360.00%0.70%2.60%Q2 2013Q1 202236
SIGNATUREFD, LLC 22140.00%0.00%0.01%Q2 2013Q3 202336
Raymond James Financial Services Advisors, Inc. 3420.08%0.19%0.57%Q2 2013Q3 202336
CWM, LLC 2410.00%0.31%1.75%Q4 2013Q3 202336
Stonehage Fleming Financial Services Holdings Ltd 36360.00%0.16%0.38%Q4 2014Q3 202336
JANUS HENDERSON GROUP PLC 3510.00%0.01%0.02%Q2 2013Q3 202236
Traynor Capital Management, Inc. 36360.18%1.25%2.76%Q4 2014Q3 202336
Laffer Tengler Investments, Inc. 36360.04%0.21%0.60%Q2 2013Q1 202236
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 36360.11%2.04%3.36%Q4 2014Q3 202336
Towercrest Capital Management 36361.44%2.91%5.79%Q4 2014Q3 202336
Smith, Salley & Associates 36360.04%0.19%0.44%Q2 2014Q1 202336
KINGS POINT CAPITAL MANAGEMENT 36360.00%0.02%0.18%Q2 2013Q1 202236
Neumann Capital Management, LLC 36360.14%0.48%0.97%Q4 2014Q3 202336
AGILIS PARTNERS LLC 36360.59%1.71%4.06%Q4 2014Q3 202336
IndexIQ Advisors LLC 36360.07%4.26%17.65%Q2 2013Q1 202236
FIRST MANHATTAN CO. LLC. 24120.00%0.00%0.00%Q4 2013Q3 202336
SONATA CAPITAL GROUP INC 36360.57%1.02%1.72%Q4 2014Q3 202336
EP Wealth Advisors, LLC 1610.00%0.14%2.38%Q3 2013Q3 202336
Community Bank, N.A. 36360.01%0.07%0.16%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.00%0.05%0.19%Q4 2014Q3 202336
Ifrah Financial Services, Inc. 36361.73%3.30%4.48%Q2 2013Q1 202236
WADE G W & INC 35350.63%1.30%1.86%Q1 2015Q3 202335
AMERICAN INTERNATIONAL GROUP, INC. 23120.01%0.06%0.10%Q2 2013Q3 202335
Voya Financial Advisors, Inc. 35351.31%4.46%10.26%Q1 2015Q3 202335
NTV ASSET MANAGEMENT LLC 3110.07%0.27%0.78%Q2 2013Q3 202335
Aull & Monroe Investment Management Corp 3230.12%0.26%0.38%Q2 2013Q1 202235
Newman Dignan & Sheerar, Inc. 35350.01%0.16%0.33%Q2 2013Q4 202135
Perigon Wealth Management, LLC 1610.01%0.18%0.71%Q3 2011Q3 202335
Ledyard National Bank 21140.00%0.09%0.16%Q4 2014Q3 202335
MACKENZIE FINANCIAL CORP 35350.00%0.17%0.91%Q1 2015Q3 202335
HOLLENCREST CAPITAL MANAGEMENT 2340.02%0.51%1.06%Q4 2013Q3 202335
Allworth Financial LP 35350.00%0.01%0.05%Q1 2015Q3 202335
FCA CORP /TX 35350.15%0.42%0.84%Q2 2013Q4 202135
KLINGENSTEIN FIELDS & CO LP 35350.01%0.07%0.10%Q2 2013Q4 202135
PARSONS CAPITAL MANAGEMENT INC/RI 35350.03%0.08%0.11%Q1 2015Q3 202335
Dynamic Advisor Solutions LLC 3320.11%0.33%1.16%Q4 2014Q3 202335
BANQUE PICTET & CIE SA 2410.01%0.01%0.03%Q4 2013Q3 202335
ENTERPRISE FINANCIAL SERVICES CORP 34340.03%0.06%0.09%Q2 2013Q3 202134
Kingfisher Capital LLC 21130.06%0.53%1.08%Q2 2013Q4 202134
Alexandria Capital, LLC 34340.05%1.44%3.81%Q2 2013Q3 202134
Carroll Financial Associates, Inc. 3220.00%0.04%0.22%Q2 2013Q4 202134
Barrett Asset Management, LLC 34340.01%0.02%0.11%Q2 2013Q3 202134
Retirement Systems of Alabama 34340.00%0.18%0.46%Q2 2013Q3 202134
BlueCrest Capital Management Ltd 1210.02%1.49%4.42%Q4 2015Q3 202334
Psagot Value Holdings Ltd. 34340.00%0.04%0.34%Q2 2013Q3 202134
FOUNDERS FINANCIAL SECURITIES LLC 1810.12%0.78%2.12%Q4 2013Q3 202334
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.00%0.16%0.78%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.02%0.04%0.08%Q2 2015Q3 202334
DAVENPORT & Co LLC 2110.00%0.01%0.02%Q2 2013Q3 202333
E&G Advisors, LP 33331.39%5.30%11.14%Q4 2013Q4 202133
Homrich & Berg 3210.01%0.08%0.19%Q2 2013Q3 202133
FEDERATED HERMES, INC. 2710.00%0.01%0.06%Q2 2013Q3 202333
CIBC WORLD MARKET INC. 2210.00%0.01%0.03%Q2 2014Q3 202333
ALLIANCEBERNSTEIN L.P. 3110.00%0.01%0.06%Q2 2014Q3 202333
PICTET ASSET MANAGEMENT LTD 33330.02%0.10%0.18%Q2 2013Q2 202133
Coastline Trust Co 33330.15%0.49%0.78%Q4 2014Q4 202233
Allianz Asset Management GmbH 2910.00%0.18%0.50%Q2 2013Q2 202333
AOZORA BANK, LTD. 2512.13%29.69%100.00%Q2 2013Q3 202333
SG Americas Securities, LLC 1720.00%0.40%2.48%Q3 2013Q3 202333
Cetera Investment Advisers 32320.15%0.40%0.94%Q4 2015Q3 202332
Mandatum Life Insurance Co Ltd 32320.27%2.17%6.78%Q4 2015Q3 202332
High Falls Advisors, Inc 32320.54%3.79%8.88%Q4 2015Q3 202332
Gemmer Asset Management LLC 32320.00%0.24%1.63%Q2 2014Q1 202232
Brouwer & Janachowski, LLC 32320.04%0.60%2.48%Q4 2013Q3 202132
Focused Wealth Management, Inc 32320.00%0.00%0.03%Q3 2013Q2 202132
FAS Wealth Partners, Inc. 32320.00%0.27%0.66%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.00%0.05%0.11%Q1 2016Q4 202332
Johnson Financial Group, Inc. 3010.00%0.02%0.15%Q2 2013Q3 202232
People's United Financial, Inc. 1710.00%0.63%2.97%Q2 2013Q1 202232
TRUE Private Wealth Advisors 32320.11%0.60%1.56%Q4 2015Q3 202332
DEUTSCHE BANK AG\ 2360.00%0.02%0.06%Q3 2013Q3 202332
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 32320.02%0.49%2.05%Q2 2013Q1 202132
UMB Bank, n.a. 32320.04%0.10%0.17%Q4 2015Q3 202332
Regal Wealth Group, Inc. 32320.77%5.95%11.16%Q4 2015Q3 202332
OARSMAN CAPITAL, INC. 32320.31%0.92%1.78%Q2 2013Q1 202132
MARINER INDEPENDENT ADVISOR NETWORK, LLC 2040.08%1.07%5.56%Q2 2014Q3 202231
First City Capital Management, Inc. 1430.15%0.27%0.40%Q2 2013Q1 202331
Harel Insurance Investments & Financial Services Ltd. 3010.01%0.25%0.56%Q4 2015Q3 202331
Ancora Advisors LLC 1610.00%0.01%0.04%Q2 2013Q3 202331
Trust Co 31310.02%0.12%0.50%Q1 2015Q3 202231
Venturi Wealth Management, LLC 31310.01%1.50%7.21%Q1 2016Q3 202331
NEXT Financial Group, Inc 31310.01%0.73%2.12%Q2 2014Q4 202131
WEALTHSOURCE PARTNERS, LLC 31310.10%1.83%4.37%Q1 2016Q3 202331
HERITAGE INVESTORS MANAGEMENT CORP 31310.01%0.04%0.08%Q4 2013Q2 202131
CITIZENS FINANCIAL GROUP INC/RI 31310.01%0.17%0.42%Q4 2015Q2 202331
Sutton Wealth Advisors Inc. 31310.29%1.01%2.00%Q1 2016Q3 202331
EASTERN BANK 2410.01%1.31%2.76%Q2 2013Q3 202331
CI INVESTMENTS INC. 31310.10%0.35%1.28%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.01%0.08%0.39%Q1 2016Q3 202331
BERNZOTT CAPITAL ADVISORS 2560.03%0.04%0.07%Q2 2014Q1 202231
IFP Advisors, Inc 17140.08%0.38%1.28%Q4 2015Q3 202331
Squarepoint Ops LLC 810.00%0.19%0.81%Q3 2016Q2 202331
American Research & Management Co. 2910.01%0.63%1.12%Q2 2013Q3 202231
Transamerica Financial Advisors, Inc. 2310.00%0.17%0.72%Q2 2013Q3 202331
Roundview Capital LLC 31310.06%0.39%0.98%Q1 2016Q3 202331
Financial Architects, Inc 2110.00%0.07%0.72%Q2 2013Q4 202231
JAG CAPITAL MANAGEMENT, LLC 2910.02%0.06%0.10%Q2 2014Q4 202130
Country Club Trust Company, n.a. 1410.02%0.23%0.48%Q2 2013Q4 202130
APPLETON GROUP, LLC 1710.24%1.13%8.76%Q2 2013Q4 202230
M&R CAPITAL MANAGEMENT INC 2640.00%0.01%0.05%Q2 2016Q4 202330
NewEdge Advisors, LLC 2640.03%0.61%8.23%Q1 2015Q3 202330
AE Wealth Management LLC 28280.00%0.14%0.55%Q4 2016Q3 202330
HOWE & RUSLING INC 2010.00%0.05%0.10%Q2 2013Q3 202330
Snowden Capital Advisors LLC 2280.04%0.56%1.88%Q1 2016Q3 202330
First Allied Advisory Services, Inc. 30300.46%0.72%1.65%Q2 2013Q3 202030
Regis Management CO LLC 2640.05%0.47%1.24%Q1 2013Q3 202330
Jacobi Capital Management LLC 30300.15%0.21%0.29%Q2 2016Q3 202330
LifePlan Financial Group, Inc 30300.51%3.12%6.13%Q2 2013Q3 202030
SUNFLOWER BANK, NA WEALTH MANAGEMENT 30300.13%0.86%4.67%Q2 2013Q3 202030
Crestwood Advisors Group, LLC 2730.01%0.11%0.91%Q2 2013Q3 202330
Krilogy Financial LLC 2910.04%0.08%0.12%Q3 2015Q1 202330
Financial Enhancement Group LLC 30300.00%3.60%16.19%Q2 2015Q3 202230
Jaffetilchin Investment Partners, LLC 1830.03%1.32%6.15%Q2 2013Q4 202130
Laurel Wealth Advisors, Inc. 29290.05%0.16%0.43%Q4 2015Q4 202229
Dorsey Wright & Associates 1330.07%0.21%0.41%Q3 2013Q2 202329
Itau Unibanco Holding S.A. 19100.00%0.92%12.29%Q2 2016Q3 202329
M Holdings Securities, Inc. 2220.04%0.34%1.05%Q4 2013Q1 202329
LEUTHOLD GROUP, LLC 19100.14%0.57%2.03%Q2 2013Q4 202029
CAMBIAR INVESTORS LLC 18110.03%0.06%0.16%Q1 2013Q4 202029
Invesco Ltd. 1910.00%0.00%0.01%Q2 2013Q3 202329
Daiwa Securities Group Inc. 29290.00%0.06%0.19%Q3 2016Q3 202329
COLONY GROUP LLC 2360.01%0.08%0.40%Q3 2014Q4 202229
Alley Co LLC 29291.17%3.39%4.01%Q4 2014Q4 202129
Granite Investment Advisors, LLC 1640.05%0.08%0.23%Q2 2013Q3 202129
IBERIABANK CORP 1250.04%0.14%0.35%Q4 2012Q2 202029
Mechanics Bank Trust Department 29293.50%4.20%5.56%Q3 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.02%0.10%Q4 2013Q4 202029
Verity Asset Management, Inc. 2110.24%0.81%1.50%Q4 2014Q3 202229
FIRST INTERSTATE BANK 2270.02%0.43%1.43%Q3 2015Q4 202229
WINTRUST INVESTMENTS LLC 18110.05%0.33%0.60%Q2 2016Q3 202329
Sargent Bickham Lagudis LLC 28280.01%0.14%0.46%Q1 2016Q4 202228
Horan Securities, Inc. 1560.00%0.34%1.33%Q1 2016Q2 202328
CANADA PENSION PLAN INVESTMENT BOARD 2410.02%0.46%1.48%Q1 2016Q3 202328
ExodusPoint Capital Management, LP 1310.01%0.20%1.29%Q4 2019Q2 202328
SMITH, MOORE & CO. 2110.03%0.07%0.13%Q1 2014Q1 202328
BOYS ARNOLD & CO INC 28280.36%0.79%1.35%Q2 2013Q1 202028
LEVEL FOUR ADVISORY SERVICES, LLC 28280.04%0.14%0.27%Q4 2016Q3 202328
Parkside Financial Bank & Trust 1510.00%0.12%0.40%Q3 2016Q3 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.01%0.02%0.03%Q4 2016Q3 202328
Good Life Advisors, LLC 28280.03%0.75%4.12%Q4 2016Q3 202328
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 28280.11%0.40%0.92%Q4 2016Q3 202328
1834 INVESTMENT ADVISORS CO 28280.02%1.04%2.30%Q3 2015Q2 202228
Avantax Planning Partners, Inc. 28280.03%0.20%0.87%Q4 2016Q3 202328
RWA WEALTH PARTNERS, LLC 28280.01%0.83%4.20%Q4 2016Q3 202328
Koshinski Asset Management, Inc. 1910.04%0.10%0.41%Q2 2016Q3 202328
Jentner Corp 28280.16%0.26%0.40%Q4 2016Q3 202328
Capital Investment Advisory Services, LLC 28280.02%0.15%0.31%Q4 2016Q3 202328
Norway Savings Bank 28280.53%2.40%4.15%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.02%0.12%0.44%Q4 2016Q3 202328
BESSEMER GROUP INC 2310.00%0.00%0.01%Q2 2013Q3 202328
Parallel Advisors, LLC 28280.00%0.28%2.18%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.03%0.06%0.09%Q4 2016Q3 202328
Pflug Koory, LLC 28280.01%0.02%0.02%Q4 2016Q3 202328
OLD SECOND NATIONAL BANK OF AURORA 2710.01%0.02%0.03%Q3 2016Q3 202328
Avidian Wealth Solutions, LLC 1410.02%0.64%2.08%Q4 2013Q3 202328
Point View Wealth Management, Inc. 16120.15%0.43%1.05%Q4 2013Q4 202028
Fiera Capital Corp 2320.00%0.00%0.02%Q2 2015Q3 202328
Probity Advisors, Inc. 1820.65%1.13%1.50%Q2 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.03%0.15%0.44%Q4 2016Q3 202328
Cornerstone Wealth Management, LLC 2530.03%0.32%0.75%Q3 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.31%0.60%Q4 2016Q3 202328
Dai-ichi Life Insurance Company, Ltd 27270.09%7.05%12.18%Q4 2016Q2 202327
MASSMUTUAL TRUST CO FSB/ADV 2520.00%0.01%0.09%Q2 2014Q4 202327
Global Retirement Partners, LLC 2070.04%0.13%0.27%Q4 2016Q3 202327
Millburn Ridgefield Corp 27270.01%0.08%0.48%Q4 2016Q2 202327
Sheaff Brock Investment Advisors, LLC 27270.02%0.04%0.06%Q1 2017Q3 202327
Tower Research Capital LLC (TRC) 1610.00%0.00%0.02%Q2 2013Q3 202327
CONFLUENCE INVESTMENT MANAGEMENT LLC 1310.00%0.43%1.43%Q2 2013Q2 202227
FORT PITT CAPITAL GROUP, LLC 27270.01%0.05%0.08%Q4 2015Q2 202227
BB&T SECURITIES, LLC 26260.01%0.19%0.43%Q2 2013Q3 201927
Migdal Insurance & Financial Holdings Ltd. 2520.00%0.69%7.22%Q4 2015Q3 202327
FormulaFolio Investments, LLC 27270.06%3.30%8.45%Q4 2014Q2 202127
Karp Capital Management Corp 1180.02%1.81%4.51%Q4 2014Q3 202227
FIDUCIARY TRUST CO 17100.01%0.01%0.03%Q2 2016Q3 202327
1832 Asset Management L.P. 1610.00%0.05%0.24%Q2 2013Q3 202327
Brinker Capital Investments, LLC 1320.00%0.27%1.55%Q2 2013Q1 202227
ANCHOR CAPITAL ADVISORS LLC 27270.12%0.24%0.53%Q1 2017Q3 202327
CIBC BANK USA 27270.04%0.07%0.18%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.15%0.32%0.71%Q2 2013Q4 201927
Dakota Wealth Management 27270.42%2.36%5.49%Q4 2014Q2 202127
Pacific Center for Financial Services 2430.01%0.02%0.02%Q4 2016Q3 202327
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 27270.04%0.29%1.08%Q3 2015Q1 202227
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 27270.36%14.19%27.35%Q2 2013Q4 201927
SALEM INVESTMENT COUNSELORS INC 1830.00%0.01%0.03%Q2 2013Q3 202327
Day & Ennis, LLC 14130.11%0.99%2.73%Q4 2016Q3 202327
MCF Advisors LLC 1210.00%0.09%0.34%Q4 2011Q3 202326
Altavista Wealth Management, Inc. 2210.04%0.25%0.77%Q2 2013Q4 202126
Aveo Capital Partners, LLC 1410.07%0.55%1.47%Q4 2016Q3 202326
SUMITOMO MITSUI FINANCIAL GROUP, INC. 26261.62%11.25%34.96%Q2 2017Q3 202326
AXA S.A. 15110.00%0.02%0.04%Q4 2013Q3 202226
LeJeune Puetz Investment Counsel LLC 26260.16%0.37%1.12%Q4 2016Q1 202326
SRS Capital Advisors, Inc. 1070.00%0.63%5.19%Q4 2016Q3 202326
GenTrust, LLC 26260.04%1.29%4.38%Q4 2016Q1 202326
MARSHALL WACE, LLP 1410.01%0.18%0.71%Q1 2018Q3 202326
Boltwood Capital Management 26260.09%0.20%0.30%Q4 2015Q1 202226
AFT, FORSYTH & COMPANY, INC. 2420.33%0.96%3.21%Q2 2013Q3 202326
MML INVESTORS SERVICES, LLC 26260.10%0.45%1.20%Q2 2017Q3 202326
Kingsview Wealth Management, LLC 2060.51%0.91%1.61%Q1 2017Q3 202326
GRANDFIELD & DODD, LLC 1610.02%0.03%0.04%Q3 2015Q3 202326
Asset Management One Co., Ltd. 2330.00%0.09%0.31%Q4 2016Q2 202326
ACG Wealth 1710.01%0.10%0.22%Q4 2013Q2 202226
HBK Sorce Advisory LLC 2510.01%0.34%0.72%Q1 2016Q4 202226
Thomasville National Bank 1070.02%0.08%0.14%Q1 2014Q4 202126
IPG Investment Advisors LLC 1880.07%0.24%0.60%Q4 2016Q3 202326
PRELUDE CAPITAL MANAGEMENT, LLC 1310.01%0.48%1.73%Q2 2014Q4 202226
SUNTRUST BANKS INC 26260.28%0.58%0.80%Q2 2013Q3 201926
OneDigital Investment Advisors LLC 26260.00%0.05%0.42%Q2 2017Q3 202326
JOHNSON INVESTMENT COUNSEL INC 25250.01%0.02%0.06%Q2 2013Q2 201925
TOMPKINS FINANCIAL CORP 910.01%0.10%0.16%Q4 2015Q4 202325
Burt Wealth Advisors 25250.01%0.02%0.07%Q4 2014Q4 202025
IMS Capital Management 2050.23%0.32%0.48%Q2 2017Q3 202325
BERKSHIRE ASSET MANAGEMENT LLC/PA 2410.03%0.08%0.14%Q2 2013Q3 201925
Man Group plc 1510.00%0.11%0.51%Q3 2018Q3 202325
AlphaMark Advisors, LLC 1520.00%0.01%0.21%Q2 2013Q3 202325
BDO Wealth Advisors, LLC 25250.01%0.25%1.06%Q2 2017Q2 202325
USCA RIA LLC 2140.02%1.02%3.11%Q1 2014Q1 202125
Exchange Capital Management, Inc. 1410.00%0.30%0.66%Q2 2013Q3 202325
Arete Wealth Advisors, LLC 25250.08%0.22%0.72%Q3 2017Q3 202325
Linscomb & Williams, Inc. 2050.02%0.04%0.08%Q2 2013Q3 202325
Lenox Wealth Advisors, LLC 2010.00%0.03%0.19%Q3 2013Q1 202225
SUN LIFE FINANCIAL INC 1510.04%1.38%5.03%Q4 2015Q3 202325
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1350.00%0.01%0.04%Q2 2013Q1 202225
Wealthcare Advisory Partners LLC 25250.01%0.07%0.22%Q3 2017Q3 202325
Ausdal Financial Partners, Inc. 910.04%0.12%0.24%Q4 2015Q3 202325
CHEMICAL BANK 25250.07%0.10%0.18%Q2 2013Q2 201925
NATIXIS ADVISORS, L.P. 2310.01%0.10%0.34%Q2 2013Q4 202225
Jackson, Grant Investment Advisers, Inc. 25250.00%0.01%0.03%Q3 2016Q3 202225
UNITED SERVICES AUTOMOBILE ASSOCIATION 2110.01%0.61%4.78%Q2 2013Q4 202225
Winfield Associates, Inc. 25250.13%0.41%1.11%Q4 2013Q4 201925
STEPHENS INC /AR/ 2230.06%0.20%0.81%Q2 2013Q3 202325
Adams Asset Advisors, LLC 1960.03%0.15%0.40%Q2 2017Q3 202325
Hilton Capital Management, LLC 2210.04%1.92%7.21%Q4 2014Q4 202125
BOKF, NA 1590.01%0.13%0.32%Q3 2017Q3 202324
Lattice Strategies LLC 24240.53%1.36%2.49%Q2 2013Q1 201924
Integrated Wealth Concepts LLC 24240.04%1.32%4.74%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.05%0.30%0.80%Q4 2017Q3 202324
Pinnacle Advisory Group, Inc. 1810.03%0.13%0.24%Q2 2013Q1 202124
Belpointe Asset Management LLC 1860.05%0.33%0.73%Q3 2017Q3 202324
Mutual Advisors, LLC 24240.10%0.36%0.83%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.02%0.15%Q4 2017Q3 202324
RFG Advisory, LLC 2310.03%0.38%0.91%Q2 2015Q3 202324
SeaCrest Wealth Management, LLC 24240.24%0.34%0.51%Q4 2017Q3 202324
PINNACLE FINANCIAL PARTNERS INC 24240.10%0.24%0.39%Q4 2017Q3 202324
Forefront Analytics, LLC 24241.43%1.72%2.21%Q4 2017Q3 202324
HCR Wealth Advisors 24240.09%0.19%0.29%Q4 2017Q3 202324
Cornerstone Management, Inc. 24240.53%0.73%1.08%Q4 2017Q3 202324
Sowell Financial Services LLC 1020.09%0.48%1.99%Q4 2016Q3 202324
Front Row Advisors LLC 24240.06%0.23%0.41%Q4 2017Q3 202324
Providence Capital Advisors, LLC 24240.26%0.69%1.27%Q4 2017Q3 202324
Patriot Financial Group Insurance Agency, LLC 24240.02%0.26%1.02%Q4 2016Q3 202224
Ballast, Inc. 24240.28%0.84%2.54%Q4 2017Q3 202324
Longer Investments Inc. 24246.75%10.22%16.93%Q2 2013Q1 201924
Peregrine Asset Advisers, Inc. 1410.14%1.38%8.05%Q2 2013Q3 202324
WealthShield Partners, LLC 24240.05%0.57%2.77%Q4 2017Q3 202324
BerganKDV Wealth Management, LLC 24240.00%0.12%0.27%Q3 2017Q2 202324
Kovack Advisors, Inc. 1630.02%0.14%0.30%Q4 2014Q1 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.07%0.15%0.32%Q4 2017Q3 202324
NEW ENGLAND ASSET MANAGEMENT INC 24240.04%0.10%0.42%Q4 2017Q3 202324
Milestone Advisory Partners 24240.29%0.49%0.65%Q4 2017Q3 202324
Cordasco Financial Network 1770.00%0.01%0.06%Q4 2013Q2 202224
Global Trust Asset Management, LLC 24240.15%0.66%1.93%Q4 2017Q3 202324
Gradient Capital Advisors, LLC 24240.23%0.53%0.93%Q4 2017Q3 202324
WRAPMANAGER INC 1770.31%1.96%7.04%Q3 2012Q1 202024
Wela Strategies, Inc. 2010.56%8.53%14.83%Q1 2017Q4 202324
Financial Advocates Investment Management 24240.16%0.39%0.59%Q4 2017Q3 202324
ST GERMAIN D J CO INC 2220.00%0.09%0.23%Q3 2013Q3 202324
Paloma Partners Management Co 810.02%0.56%3.45%Q1 2018Q3 202324
SECURIAN ASSET MANAGEMENT, INC 24240.13%0.32%0.88%Q4 2016Q3 202224
Omnia Family Wealth, LLC 24240.11%0.16%0.27%Q4 2016Q3 202224
Alliance Wealth Management Group 1940.15%0.49%1.04%Q1 2017Q2 202323
HOLDERNESS INVESTMENTS CO 1240.09%0.35%1.06%Q1 2017Q3 202323
Estate Counselors, LLC 2030.97%2.22%3.76%Q2 2013Q4 201923
Flaharty Asset Management, LLC 2210.24%3.41%6.71%Q1 2017Q4 202223
Kohmann Bosshard Financial Services, LLC 2120.07%0.29%0.78%Q4 2016Q3 202223
Moloney Securities Asset Management, LLC 1490.11%0.65%1.19%Q4 2016Q4 202223
CADINHA & CO LLC 2210.03%0.07%0.10%Q2 2013Q1 201923
COMMERZBANK AKTIENGESELLSCHAFT /FI 1910.00%0.06%0.29%Q2 2013Q3 201923
Sterling Investment Advisors, Ltd. 23230.01%0.04%0.05%Q4 2016Q2 202223
SEIZERT CAPITAL PARTNERS, LLC 2120.03%0.05%0.07%Q1 2017Q1 202323
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1940.01%2.26%4.94%Q2 2013Q1 202323
LINCOLN NATIONAL CORP 1760.01%0.03%0.06%Q2 2017Q3 202323
HMS Capital Management, LLC 1420.10%2.82%7.68%Q4 2018Q3 202323
BURNEY CO/ 1410.01%0.02%0.05%Q2 2013Q3 202123
Rockefeller Capital Management L.P. 23230.00%0.05%0.17%Q1 2018Q3 202323
CAPSTONE INVESTMENT ADVISORS, LLC 730.00%0.20%1.07%Q4 2016Q3 202323
NYL Investors LLC 23236.05%22.90%57.26%Q1 2018Q3 202323
Edelman Financial Services, LLC 23230.00%10.03%14.13%Q2 2013Q4 201823
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.02%0.16%1.11%Q1 2018Q3 202323
BRYN MAWR TRUST Co 1520.01%0.02%0.04%Q1 2013Q4 202123
ALLSTATE CORP 2210.08%7.61%19.12%Q2 2016Q3 202323
RiverGlades Family Offices LLC 1940.24%1.05%2.15%Q4 2017Q3 202323
Brown Advisory Securities, LLC 23230.08%0.18%0.35%Q2 2013Q4 201823
PFS INVESTMENTS INC. 23230.05%0.39%1.26%Q4 2017Q2 202323
COMERICA SECURITIES INC 23230.11%0.30%0.63%Q2 2013Q4 201823
Endurance Wealth Management, Inc. 1490.00%0.00%0.01%Q2 2015Q2 202323
Ballew Advisors, Inc 23230.19%0.42%0.65%Q4 2017Q2 202323
Verition Fund Management LLC 910.00%0.28%1.05%Q4 2014Q3 202323
Chesapeake Wealth Management 23232.56%5.07%7.15%Q1 2018Q3 202323
Plante Moran Financial Advisors, LLC 910.00%0.04%0.09%Q4 2014Q3 202323
Bruderman Asset Management, LLC 1310.02%0.08%0.22%Q1 2015Q3 202123
NewSquare Capital LLC 1710.00%0.00%0.01%Q4 2013Q4 202223
Capital Asset Advisory Services LLC 1110.03%0.80%2.22%Q4 2015Q4 202222
Capital Directions Investment Advisors, LLC 1910.00%0.07%0.19%Q2 2013Q2 202122
PETTYJOHN, WOOD & WHITE, INC 1930.16%0.46%1.84%Q2 2013Q2 202222
CAMDEN NATIONAL BANK 22220.24%0.50%0.76%Q2 2018Q3 202322
Torch Wealth Management LLC 1930.01%0.21%0.34%Q4 2013Q4 201922
Stadion Money Management, LLC 22220.58%1.22%2.11%Q2 2013Q3 201822
Nuveen Asset Management, LLC 1610.00%0.95%5.59%Q4 2013Q3 202322
WASHINGTON TRUST BANK 1210.00%0.03%0.12%Q2 2013Q4 202122
Money Design Co.,Ltd. 1660.10%4.96%9.15%Q3 2017Q3 202322
Charles Schwab Investment Advisory, Inc. 1570.09%0.95%3.28%Q1 2014Q4 201922
Balentine LLC 1210.00%0.00%0.01%Q1 2015Q2 202322
Darwin Wealth Management, LLC 22220.04%1.50%3.25%Q2 2016Q3 202122
Acorns Advisers, LLC 1820.00%5.70%14.38%Q2 2017Q1 202322
Cranberry Lake Advisors LLC 22220.96%3.36%7.91%Q2 2013Q3 201822
Foundations Investment Advisors, LLC 22220.01%2.85%9.10%Q2 2018Q3 202322
MGO ONE SEVEN LLC 2020.05%0.38%2.06%Q4 2017Q3 202322
CENTAURUS FINANCIAL, INC. 1660.01%0.07%0.19%Q1 2018Q3 202322
PFG Advisors 1750.06%0.99%2.41%Q4 2017Q3 202322
CWA Asset Management Group, LLC 11110.03%0.08%0.19%Q2 2017Q2 202322
Banco Santander, S.A. 1840.00%0.04%0.12%Q1 2018Q3 202322
SIGNET FINANCIAL MANAGEMENT, LLC 1610.02%0.08%0.24%Q4 2014Q4 202122
Investment Counsel Inc. 22220.23%0.30%0.63%Q4 2015Q1 202122
Compagnie Lombard Odier SCmA 22220.00%0.08%0.12%Q4 2013Q1 201922
BANK OF NOVA SCOTIA 1930.00%0.29%1.20%Q4 2015Q3 202322
Evanson Asset Management, LLC 1510.04%0.07%0.10%Q2 2014Q4 201921
CLEAR INVESTMENT RESEARCH, LLC 21210.01%0.09%0.18%Q1 2018Q1 202321
TD Capital Management LLC 1410.00%0.01%0.03%Q4 2016Q3 202321
Members Trust Co 1420.01%2.68%14.97%Q2 2016Q3 202321
Tarbox Family Office, Inc. 960.01%0.09%0.22%Q1 2015Q1 202221
StrategIQ Financial Group, LLC 1710.02%2.94%8.66%Q4 2015Q3 202321
SADOFF INVESTMENT MANAGEMENT LLC 21210.02%0.03%0.05%Q3 2017Q3 202221
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2010.04%0.07%0.12%Q2 2013Q3 201821
COURIER CAPITAL LLC 1920.03%0.31%0.74%Q2 2013Q3 201821
Lido Advisors, LLC 2010.01%0.04%0.36%Q1 2016Q3 202321
PARK AVENUE SECURITIES LLC 1410.01%1.45%6.19%Q4 2015Q3 202321
Virtue Capital Management, LLC 1920.11%0.44%0.94%Q4 2017Q3 202321
FIL Ltd 1920.00%0.02%0.04%Q2 2015Q2 202321
Advisory Alpha, LLC 730.00%1.21%5.41%Q4 2013Q3 202321
Sunesis Advisors, LLC 2012.57%4.26%5.78%Q2 2018Q3 202321
Berkshire Money Management, Inc. 1710.04%2.37%5.75%Q4 2014Q2 202321
Financial Engines Advisors L.L.C. 21210.00%3.57%6.34%Q3 2018Q3 202321
Covington Capital Management 21210.01%0.01%0.03%Q3 2017Q3 202221
Shamrock Asset Management LLC 1740.00%0.54%1.16%Q4 2013Q3 201921
Pinnacle Bancorp, Inc. 2010.03%0.06%0.11%Q1 2017Q3 202321
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1410.02%0.73%4.02%Q4 2019Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.12%0.62%2.48%Q3 2018Q3 202321
HL FINANCIAL SERVICES LLC 1650.01%0.02%0.06%Q2 2013Q1 201921
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 21210.01%0.08%0.36%Q3 2018Q3 202321
Narwhal Capital Management 1230.04%0.08%0.14%Q4 2014Q2 202021
Frontier Wealth Management LLC 1290.00%0.28%2.78%Q4 2014Q2 202221
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.07%0.37%Q2 2015Q1 202120
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 20200.00%0.16%0.50%Q2 2013Q1 201820
Wealthspire Advisors, LLC 20200.02%0.15%0.30%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.00%0.01%0.02%Q3 2017Q2 202220
American Portfolios Advisors 20200.18%0.44%0.86%Q4 2017Q3 202220
TFG Advisers LLC 20200.24%0.53%0.81%Q4 2018Q3 202320
Archer Investment Corp 20200.08%0.62%1.37%Q4 2018Q3 202320
KMG FIDUCIARY PARTNERS, LLC 20200.08%1.78%3.42%Q4 2018Q3 202320
KG&L Capital Management,LLC 20200.93%1.27%1.89%Q4 2018Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.01%0.24%0.88%Q4 2018Q3 202320
Omega Financial Group, LLC 20200.48%1.62%2.92%Q4 2018Q3 202320
ERTS Wealth Advisors, LLC 20200.55%2.59%8.26%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.00%0.23%1.48%Q4 2018Q3 202320
CONDOR CAPITAL MANAGEMENT 20200.55%0.68%0.87%Q4 2018Q3 202320
PRINCIPAL FINANCIAL GROUP INC 1510.00%0.04%0.20%Q4 2013Q3 202320
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 20200.13%0.34%0.65%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.10%0.51%1.48%Q4 2018Q3 202320
Wealthfront Advisers LLC 20202.41%2.90%3.74%Q4 2018Q3 202320
WealthOne, LLC 20200.28%3.54%6.77%Q4 2018Q3 202320
FMA ADVISORY INC 1410.56%1.58%2.97%Q1 2014Q1 202120
Full Sail Capital, LLC 20200.53%2.08%3.12%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.11%0.32%0.49%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.09%1.42%3.34%Q4 2018Q3 202320
StoneX Group Inc. 1910.13%0.30%1.10%Q2 2017Q4 202220
Insight Wealth Strategies, LLC 20200.60%3.56%7.40%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.73%1.95%Q1 2018Q3 202320
Hillsdale Investment Management Inc. 1550.01%0.25%0.67%Q3 2014Q2 202020
BARINGS LLC 20200.27%1.47%9.57%Q4 2018Q3 202320
CNB Bank 1640.01%0.08%0.34%Q4 2017Q3 202320
PROTECTIVE LIFE CORP 202010.78%13.10%17.42%Q3 2018Q2 202320
Larson Financial Group LLC 20200.00%0.03%0.10%Q4 2018Q3 202320
Midwest Professional Planners, LTD. 1010.22%1.57%3.12%Q4 2017Q3 202320
Columbus Macro, LLC 20200.31%1.16%2.42%Q4 2017Q3 202220
Strategic Wealth Partners, Ltd. 1280.00%1.63%5.02%Q4 2017Q1 202320
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 20200.07%0.28%0.56%Q4 2018Q3 202320
Icon Wealth Partners, LLC 930.02%0.86%2.74%Q4 2017Q3 202320
GUARDIAN CAPITAL ADVISORS LP 1730.03%0.06%0.13%Q1 2015Q2 202320
TOTH FINANCIAL ADVISORY CORP 20200.00%0.01%0.01%Q4 2017Q3 202220
Crabel Capital Management, LLC 840.23%2.94%12.18%Q4 2017Q3 202320
Waverly Advisors, LLC 1820.01%1.99%12.82%Q3 2013Q3 202320
RPg Family Wealth Advisory, LLC 1640.01%0.18%0.41%Q1 2017Q1 202220
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.00%0.04%0.43%Q1 2016Q4 202020
STATE STREET CORP 1030.00%0.01%0.02%Q2 2013Q3 202320
FIRST NATIONAL CORP /MA/ /ADV 20200.10%1.81%3.80%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.05%0.17%0.49%Q4 2013Q3 201820
MEEDER ASSET MANAGEMENT INC 1210.00%0.16%0.92%Q2 2013Q3 202220
Archford Capital Strategies, LLC 1310.00%0.03%0.09%Q1 2014Q1 202120
Garde Capital, Inc. 20200.04%1.91%4.85%Q2 2014Q1 201920
FinTrust Capital Advisors, LLC 20200.17%0.78%1.66%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.00%0.08%0.23%Q4 2015Q3 202020
Eukles Asset Management 20200.54%0.82%1.18%Q4 2018Q3 202320
Aptus Capital Advisors, LLC 880.00%1.22%12.33%Q3 2019Q3 202320
Coho Partners, Ltd. 1610.00%0.01%0.03%Q2 2016Q2 202119
Prime Capital Investment Advisors, LLC 1810.03%0.20%0.97%Q4 2018Q3 202319
Aviance Capital Partners, LLC 930.04%0.21%0.55%Q2 2013Q1 202119
ETRADE Capital Management LLC 1310.01%0.39%2.72%Q2 2013Q3 202019
Pinion Investment Advisors, LLC 1110.21%0.43%0.70%Q1 2018Q2 202319
GREAT LAKES ADVISORS, LLC 19190.03%0.09%0.21%Q4 2013Q2 201819
Lutz Financial Services LLC 19190.03%0.12%0.24%Q4 2017Q2 202219
Kovitz Investment Group Partners, LLC 19190.02%0.05%0.10%Q1 2019Q3 202319
Joseph P. Lucia & Associates, LLC 19190.12%0.41%0.93%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.09%0.22%0.35%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.01%0.03%Q1 2019Q3 202319
AGF Investments LLC 19190.00%0.00%0.01%Q1 2018Q3 202219
Virtus Investment Advisers, Inc. 610.06%14.76%97.54%Q3 2013Q3 202019
HighTower Trust Company, N.A. 1720.02%0.08%0.12%Q2 2013Q1 202219
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1210.02%0.50%1.24%Q3 2013Q4 202219
WASHINGTON TRUST Co 1540.00%0.01%0.03%Q3 2017Q3 202319
Western Wealth Management, LLC 1180.05%0.17%0.36%Q4 2018Q3 202319
IFC Holdings Incorporated/FL 19190.18%0.34%0.66%Q2 2013Q4 201719
Concorde Asset Management, LLC 19190.16%1.66%6.21%Q2 2017Q4 202119
Willingdon Wealth Management 1360.22%0.49%1.48%Q4 2013Q1 202019
NATIONAL PLANNING CORP 19190.08%0.24%0.65%Q2 2013Q4 201719
Vestmark Advisory Solutions, Inc. 19190.12%0.31%0.58%Q1 2019Q3 202319
PRENTISS SMITH & CO INC 19190.02%0.06%0.07%Q1 2014Q3 201819
Hudson Capital Management LLC 19193.44%5.25%7.82%Q4 2017Q2 202219
Cedar Brook Financial Partners, LLC 19190.11%0.28%0.53%Q4 2018Q2 202319
Newfound Research LLC 19190.00%1.83%4.30%Q4 2015Q2 202019
Csenge Advisory Group 1710.00%0.47%1.53%Q4 2017Q3 202319
First National Bank of South Miami 19191.11%3.19%4.63%Q4 2018Q2 202319
Fragasso Group Inc. 1010.03%0.09%0.69%Q4 2017Q4 202319
KEMPER Corp 19192.64%6.12%28.62%Q2 2013Q4 201719
Vigilant Capital Management, LLC 1710.00%0.01%0.02%Q1 2014Q2 202119
WEALTHFRONT Corp 19191.72%2.26%2.60%Q1 2014Q3 201819
SevenBridge Financial Group, LLC 1310.02%0.58%2.44%Q2 2016Q3 202319
BOENNING & SCATTERGOOD, INC. 19190.12%0.15%0.21%Q2 2018Q4 202219
Moisand Fitzgerald Tamayo, LLC 19190.00%0.00%0.02%Q3 2017Q1 202219
ROCKEFELLER FINANCIAL SERVICES INC 19190.00%0.01%0.09%Q2 2013Q4 201719
Truvestments Capital LLC 820.00%0.02%0.18%Q2 2018Q3 202319
Wealthstar Advisors, LLC 1099.75%18.50%25.02%Q1 2018Q3 202319
QUANTUM CAPITAL MANAGEMENT 1450.02%0.68%1.36%Q2 2013Q3 202019
Ninety One UK Ltd 19190.00%0.06%0.21%Q2 2013Q4 201719
SII INVESTMENTS INC/WI 19190.03%0.11%0.33%Q2 2013Q4 201719
Vision Capital Management, Inc. 1451.31%1.90%2.55%Q1 2018Q3 202319
Stratos Investment Management, LLC 19190.47%1.30%2.19%Q1 2019Q3 202319
Certified Advisory Corp 1180.05%0.26%0.60%Q4 2017Q4 202219
Van Hulzen Asset Management, LLC 1420.06%1.01%2.28%Q1 2015Q3 202319
Carnegie Capital Asset Management, LLC 1410.01%0.02%0.05%Q2 2016Q2 202219
ADVANTAGE INVESTMENT MANAGEMENT, LLC 19190.00%0.41%3.08%Q1 2015Q3 201919
TSFG, LLC 19190.06%0.18%0.40%Q1 2019Q3 202319
DIMENSION CAPITAL MANAGEMENT LLC 1810.05%0.07%0.11%Q4 2018Q3 202319
Claraphi Advisory Network, LLC 18180.12%0.23%0.62%Q2 2018Q3 202218
Fieldpoint Private Securities, LLC 1010.01%0.11%0.32%Q1 2017Q2 202218
Commonwealth Equity Services, Inc 18180.14%0.20%0.39%Q2 2013Q3 201718
Legacy Private Trust Co. 1210.03%0.23%2.96%Q2 2013Q2 202218
Partnervest Advisory Services LLC 940.01%0.27%0.55%Q2 2013Q1 202018
INVESTMENT CENTERS OF AMERICA INC 18180.16%0.45%1.80%Q2 2013Q3 201718
Bluefin Trading, LLC 610.01%1.94%16.14%Q2 2013Q2 202018
Sunbelt Securities, Inc. 1110.01%0.13%0.24%Q4 2016Q3 202318
SVB WEALTH LLC 18180.01%0.06%0.14%Q2 2019Q3 202318
COMERICA SECURITIES,INC. 1440.02%0.41%1.42%Q1 2019Q3 202318
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.00%0.31%2.86%Q4 2015Q1 202018
Confluence Wealth Management LLC 18180.11%0.22%0.26%Q1 2014Q2 201818
MayTech Global Investments, LLC 18180.03%0.05%0.08%Q1 2018Q2 202218
Point72 Asset Management, L.P. 520.01%0.14%0.66%Q1 2020Q3 202318
Cable Hill Partners, LLC 18180.01%0.14%1.70%Q4 2014Q1 201918
CAPE COD FIVE CENTS SAVINGS BANK 1620.03%0.10%0.20%Q2 2013Q4 201718
HM PAYSON & CO 1170.01%0.01%0.02%Q4 2015Q4 202018
SENTRY INVESTMENT MANAGEMENT LLC 18185.97%8.26%9.47%Q2 2013Q3 201718
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1530.00%0.02%0.03%Q4 2016Q3 202318
Investors Research Corp 18180.00%0.00%0.00%Q2 2019Q3 202318
COLTON GROOME FINANCIAL ADVISORS, LLC 18180.31%0.78%1.61%Q2 2019Q3 202318
CALTON & ASSOCIATES, INC. 18180.08%0.26%0.68%Q4 2017Q1 202218
LIBERTY WEALTH MANAGEMENT LLC 1410.01%0.97%3.76%Q4 2018Q3 202318
Trek Financial, LLC 1710.15%4.48%14.10%Q4 2018Q3 202318
USA FINANCIAL FORMULAS 1130.01%0.45%1.61%Q4 2018Q3 202318
Paragon Capital Management Ltd 1440.17%0.33%0.44%Q2 2013Q4 201718
HANSEATIC MANAGEMENT SERVICES INC 18180.01%0.20%0.83%Q2 2019Q3 202318
Jackson Hole Capital Partners, LLC 18180.04%0.09%0.20%Q2 2019Q3 202318
Princeton Portfolio Strategies Group LLC 18180.07%0.23%0.56%Q1 2017Q2 202118
Gladstone Institutional Advisory LLC 18180.05%0.14%0.34%Q2 2019Q3 202318
TD Ameritrade Trust Co 18181.75%3.10%4.08%Q2 2013Q3 201718
GREENWOOD CAPITAL ASSOCIATES LLC 1350.01%0.32%3.12%Q3 2013Q2 202318
New Capital Management LP 18180.02%0.32%0.64%Q4 2016Q1 202118
Wealthstreet Investment Advisors, LLC 18180.13%0.48%1.39%Q4 2017Q1 202218
Arrow Investment Advisors, LLC 431.01%1.37%2.29%Q1 2017Q3 202318
Fortis Advisors, LLC 1170.01%0.70%1.96%Q4 2017Q3 202318
HEADINVEST, LLC 1310.03%0.08%0.11%Q1 2015Q3 202318
BENJAMIN EDWARDS INC 1080.01%0.25%0.87%Q1 2019Q3 202318
FIRST NATIONAL TRUST CO 1110.03%0.06%0.11%Q1 2015Q3 202118
Summit X, LLC 1010.14%1.06%2.60%Q2 2017Q3 202318
Cypress Wealth Services, LLC 1310.09%0.78%2.55%Q4 2017Q3 202318
MISSION WEALTH MANAGEMENT, LP 1710.01%0.04%0.07%Q1 2017Q3 202118
REILLY FINANCIAL ADVISORS, LLC 1110.00%0.20%0.94%Q2 2013Q4 202118
Elo Mutual Pension Insurance Co 18180.88%3.02%4.79%Q2 2019Q3 202318
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 840.01%0.10%0.38%Q2 2013Q1 202118
Verdence Capital Advisors LLC 18180.03%0.11%0.38%Q2 2019Q3 202318
SCS Capital Management LLC 1610.01%1.00%5.57%Q3 2013Q2 202118
First National Bank of Hutchinson 1080.39%4.92%10.80%Q2 2013Q1 202218
SimpliFi, Inc. 18180.30%9.30%15.41%Q2 2019Q3 202318
Brevan Howard Capital Management LP 720.03%5.30%24.19%Q2 2017Q3 202318
IFG Advisory, LLC 1010.02%0.12%0.37%Q4 2017Q3 202317
DFPG INVESTMENTS, LLC 930.05%0.29%1.50%Q4 2018Q3 202317
BlackRock Investment Management, LLC 15150.00%0.05%0.09%Q2 2013Q4 201617
Evolution Wealth Advisors, LLC 1610.03%0.58%3.87%Q4 2018Q3 202317
Baldrige Asset Management LLC 17170.14%0.23%0.33%Q1 2019Q1 202317
UBS AG 660.00%0.08%0.30%Q2 2013Q3 201417
Simply Money Advisors 1520.00%4.54%7.95%Q2 2013Q1 201817
TWO SIGMA SECURITIES, LLC 310.00%0.18%2.10%Q4 2014Q3 202317
Patten Group, Inc. 17170.06%0.19%0.38%Q4 2014Q4 201817
Legal & General Group Plc 620.00%0.01%0.04%Q3 2018Q3 202317
VOYA INVESTMENT MANAGEMENT LLC 1520.00%0.15%0.74%Q2 2013Q3 202317
STERLING INVESTMENT ADVISORS LLC /ADV 17178.94%10.42%12.26%Q4 2014Q4 201817
STOCK YARDS BANK & TRUST CO 1010.01%0.05%0.22%Q2 2013Q4 202217
Pacifica Partners Inc. 17171.01%1.38%2.04%Q4 2019Q4 202317
BEACON TRUST CO 17170.28%0.74%2.44%Q1 2013Q1 201717
CreativeOne Wealth, LLC 1410.00%0.16%0.58%Q2 2019Q3 202317
Salient Capital Advisors, LLC 17170.04%0.10%0.34%Q2 2013Q2 201717
AVALON CAPITAL MANAGEMENT 17172.25%3.69%9.83%Q2 2013Q2 201717
PEDDOCK CAPITAL ADVISORS, LLC 1110.00%0.16%0.61%Q4 2013Q4 202017
B. Riley Wealth Management, Inc. 740.00%0.07%0.20%Q1 2014Q2 202217
WFG Advisors, LP 17170.02%0.09%0.24%Q2 2013Q2 201717
Bank Pictet & Cie (Europe) AG 1340.01%0.06%0.46%Q2 2019Q3 202317
Braun-Bostich & Associates Inc. 730.02%2.08%4.77%Q4 2017Q3 202217
Stonebridge Capital Advisors LLC 1250.00%0.02%0.05%Q2 2019Q3 202317
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.03%0.10%Q4 2019Q3 202317
MA Private Wealth 17170.16%2.46%6.59%Q4 2018Q4 202217
ALLIANZ INVESTMENT MANAGEMENT LLC 171766.48%81.28%96.23%Q4 2016Q4 202017
JNBA Financial Advisors 1310.00%0.00%0.01%Q3 2013Q1 202317
Strategic Investment Advisors / MI 1610.33%1.85%3.96%Q2 2019Q3 202317
INSIGHT 2811, INC. 810.14%0.43%1.21%Q1 2015Q2 202317
DONALDSON CAPITAL MANAGEMENT, LLC 17170.14%0.38%0.47%Q3 2019Q3 202317
Bedel Financial Consulting, Inc. 17170.01%0.06%0.52%Q1 2018Q1 202217
CAPSTONE ASSET MANAGEMENT CO 17170.02%0.03%0.04%Q2 2013Q2 201717
Stone House Investment Management, LLC 1210.77%3.26%5.87%Q4 2016Q3 202317
ALTERNA WEALTH MANAGEMENT, INC 980.06%2.42%4.47%Q4 2018Q3 202317
FULTON BREAKEFIELD BROENNIMAN LLC 17171.51%2.07%2.85%Q3 2019Q3 202317
FIRST FOUNDATION ADVISORS 710.01%0.09%0.58%Q4 2013Q3 202317
AlphaStar Capital Management, LLC 1610.02%0.15%0.28%Q3 2018Q1 202317
AMP Capital Investors Ltd 1430.00%0.13%0.59%Q2 2013Q4 202017
Fiduciary Trust Co International of Pennsylvania 810.01%0.03%0.04%Q1 2014Q1 202017
Private Capital Group, LLC 980.01%0.14%0.50%Q4 2017Q1 202217
ROCKY MOUNTAIN ADVISERS, LLC 1250.01%0.08%0.23%Q3 2017Q3 202317
Grantham, Mayo, Van Otterloo & Co. LLC 17170.05%0.61%0.91%Q3 2016Q3 202017
Mount Lucas Management LP 410.01%0.17%0.32%Q1 2016Q2 202317
Clearstead Advisors, LLC 1520.01%0.02%0.04%Q2 2017Q3 202317
BALYASNY ASSET MANAGEMENT L.P. 610.01%0.18%0.64%Q1 2016Q3 202317
TRUSTCORE FINANCIAL SERVICES, LLC 910.00%0.00%0.01%Q4 2017Q4 202216
Carmichael Hill & Associates, Inc. 16160.06%0.10%0.14%Q4 2019Q3 202316
Clarus Wealth Advisors 650.05%0.54%1.33%Q2 2018Q2 202316
Concert Wealth Management Inc. 16160.06%0.18%0.35%Q2 2013Q1 201716
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16160.00%0.07%0.14%Q4 2019Q3 202316
BROWN BROTHERS HARRIMAN & CO 810.00%0.00%0.01%Q1 2014Q3 202316
Mitsubishi UFJ Asset Management Co., Ltd. 16160.04%0.22%0.44%Q4 2019Q3 202316
Wagner Wealth Management, LLC 1240.00%0.09%0.38%Q4 2017Q3 202316
Choate Investment Advisors 1510.00%0.02%0.03%Q4 2018Q3 202316
Titus Wealth Management 1210.08%0.54%0.93%Q1 2018Q2 202216
Valeo Financial Advisors, LLC 1510.00%0.01%0.02%Q3 2017Q1 202216
Wellington Shields Capital Management, LLC 1060.03%0.04%0.04%Q2 2013Q2 201716
AT Bancorp 1120.03%0.10%0.17%Q2 2013Q4 201816
Windhaven Investment Management, Inc. 1330.00%2.21%4.36%Q2 2013Q1 201816
10-15 ASSOCIATES, INC. 16160.06%0.11%0.18%Q2 2013Q1 201716
WELLINGTON MANAGEMENT GROUP LLP 610.00%0.01%0.05%Q1 2015Q1 202316
Beaumont Financial Partners, LLC 910.02%0.34%4.73%Q1 2015Q4 202116
Bangor Savings Bank 16160.00%0.03%0.06%Q4 2019Q3 202316
Cambria Investment Management, L.P. 1240.00%0.74%1.99%Q4 2014Q4 201916
Equitable Holdings, Inc. 16160.08%0.20%0.30%Q4 2019Q3 202316
QUATTRO FINANCIAL ADVISORS LLC 510.06%1.85%5.60%Q1 2017Q2 202316
COHEN LAWRENCE B 1510.11%0.73%1.53%Q2 2013Q4 202116
Vectors Research Management, LLC 16160.00%0.01%0.01%Q3 2018Q2 202216
Wall Capital Group, Inc. 1240.11%0.23%0.95%Q2 2017Q4 202116
Canton Hathaway, LLC 1120.01%0.02%0.03%Q3 2018Q4 202216
ProVise Management Group, LLC 1310.03%0.10%0.21%Q2 2013Q3 202316
PICTON MAHONEY ASSET MANAGEMENT 16160.00%0.03%0.09%Q4 2019Q3 202316
Independent Family Office, LLC 16160.64%1.07%1.74%Q4 2019Q3 202316
OLD NATIONAL BANCORP /IN/ 16160.01%0.13%0.79%Q1 2015Q4 201816
TOWNSQUARE CAPITAL LLC 740.01%0.14%0.41%Q1 2019Q3 202316
WEATHERLY ASSET MANAGEMENT L. P. 1060.03%0.06%0.10%Q3 2016Q2 202116
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.12%0.33%0.65%Q4 2019Q3 202316
Chicago Partners Investment Group LLC 16160.02%0.04%0.06%Q4 2014Q3 201816
TOTAL INVESTMENT MANAGEMENT INC 1510.09%0.82%1.22%Q4 2016Q1 202116
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.05%0.28%0.56%Q4 2019Q3 202316
VeraBank, N.A. 16160.29%0.43%0.56%Q4 2018Q3 202216
Robertson Stephens Wealth Management, LLC 1510.03%0.97%5.34%Q1 2019Q3 202316
VIEWPOINT INVESTMENT PARTNERS CORP 16160.24%11.96%42.40%Q4 2018Q3 202216
Faithward Advisors, LLC 1150.01%0.02%0.06%Q3 2019Q3 202316
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1310.00%0.00%0.00%Q4 2016Q3 202316
Clearwater Capital Advisors, LLC 16160.06%0.49%0.92%Q2 2016Q1 202016
TRANSCEND CAPITAL ADVISORS, LLC 16160.05%0.34%0.78%Q4 2019Q3 202316
Realta Investment Advisors 820.02%0.07%0.13%Q1 2019Q3 202316
Clear Creek Financial Management, LLC 1060.04%0.71%2.31%Q3 2019Q3 202316
GeoWealth Management, LLC 1420.02%0.74%3.85%Q3 2019Q3 202316
Venture Visionary Partners LLC 16160.02%0.14%0.30%Q4 2019Q3 202316
SPRENG CAPITAL MANAGEMENT, INC. 16160.30%0.65%1.07%Q4 2019Q3 202316
BLACKROCK ADVISORS LLC 1310.05%0.28%0.52%Q2 2013Q4 201616
SteelPeak Wealth, LLC 16160.07%0.65%3.33%Q4 2019Q3 202316
Blue Edge Capital, LLC 1240.98%1.60%2.62%Q1 2015Q4 202016
Aurora Private Wealth, Inc. 16160.19%1.23%2.62%Q4 2019Q3 202316
Powell Investment Advisors, LLC 16160.02%0.09%0.17%Q4 2019Q3 202316
Nationwide Asset Management LLC 16160.02%5.19%56.80%Q4 2019Q3 202316
McNaughton Wealth Management, LLC 16160.13%1.93%2.70%Q4 2019Q3 202316
Element Wealth, LLC 16160.04%0.06%0.16%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.16%0.46%1.02%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.00%0.00%0.00%Q4 2019Q3 202316
NWK Group, Inc. 16160.04%0.06%0.09%Q4 2019Q3 202316
VALLEY NATIONAL ADVISERS INC 1030.00%0.00%0.00%Q1 2015Q3 202316
BALLAST ADVISORS LLC 16160.01%0.06%0.15%Q4 2019Q3 202316
Edmonds Duncan Registered Investment Advisors, LLC 1060.09%2.91%4.93%Q4 2015Q4 201916
Adaptive Financial Consulting, LLC 16160.32%0.38%0.51%Q4 2019Q3 202316
Insight Wealth Partners, LLC 16161.70%6.85%18.21%Q4 2019Q3 202316
TimeScale Financial, Inc. 15150.02%0.14%0.20%Q2 2019Q4 202215
Bank Julius Baer & Co. Ltd, Zurich 15150.01%0.06%0.16%Q1 2020Q3 202315
Baystate Wealth Management LLC 1010.00%0.01%0.03%Q2 2013Q3 202315
ARGI Investment Services, LLC 1320.01%0.65%0.98%Q2 2013Q2 202215
McIlrath & Eck, LLC 15150.00%0.01%0.04%Q1 2020Q3 202315
Stratos Wealth Advisors, LLC 15150.03%0.37%0.83%Q1 2020Q3 202315
Retirement Group, LLC 1410.01%0.23%0.36%Q4 2019Q3 202315
J. W. Coons Advisors, LLC 15150.07%0.16%0.23%Q1 2020Q3 202315
D. E. Shaw & Co., Inc. 710.01%0.19%0.64%Q1 2016Q3 202315
Mokosak Advisory Group, LLC 15151.09%1.20%1.52%Q1 2020Q3 202315
MSI Financial Services Inc 15150.25%0.41%0.90%Q2 2013Q4 201615
Chevy Chase Trust Holdings, LLC 15150.00%0.01%0.02%Q3 2013Q1 201715
AdvicePeriod, LLC 15150.39%0.59%0.81%Q4 2017Q2 202115
Canal Capital Management, LLC 1410.05%0.36%1.35%Q4 2019Q3 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.04%0.44%1.69%Q1 2020Q3 202315
Rampart Investment Management Company, LLC 410.02%0.24%1.34%Q1 2015Q3 202015
Disciplined Investments, LLC 15150.09%0.36%1.12%Q4 2019Q2 202315
Rosenberg Matthew Hamilton 15150.02%0.07%0.15%Q1 2020Q3 202315
CIDEL ASSET MANAGEMENT INC 15150.03%0.04%0.07%Q1 2020Q3 202315
PhaseCapital LP 15151.35%42.49%68.22%Q4 2014Q2 201815
Procyon Advisors, LLC 15150.02%0.15%0.41%Q1 2020Q3 202315
EATON VANCE MANAGEMENT 15150.00%0.00%0.01%Q1 2019Q3 202215
Lenox Wealth Management, Inc. 810.00%0.12%1.14%Q4 2015Q2 202015
Moser Wealth Advisors, LLC 1320.21%0.51%0.69%Q4 2019Q3 202315
CEDAR HILL ASSOCIATES, LLC 15150.05%0.14%0.28%Q2 2013Q4 201615
Orion Portfolio Solutions, LLC 1230.01%0.02%0.05%Q4 2019Q3 202315
ROVIN CAPITAL /UT/ /ADV 960.47%2.29%4.54%Q4 2019Q3 202315
Allspring Global Investments Holdings, LLC 880.00%0.08%0.12%Q4 2021Q3 202315
OSAIC HOLDINGS, INC. 15150.14%0.37%0.97%Q1 2020Q3 202315
Bellecapital International Ltd. 15150.29%0.52%0.98%Q1 2020Q3 202315
Petrus Trust Company, LTA 15150.04%1.95%4.77%Q1 2020Q3 202315
AVIANCE CAPITAL MANAGEMENT, LLC 1110.00%2.09%5.19%Q2 2013Q3 201715
Advisor Group, Inc. 15150.25%0.44%0.70%Q2 2016Q4 201915
KANALY TRUST CO 15150.11%0.14%0.25%Q2 2013Q4 201615
Advisors Preferred, LLC 520.14%1.51%3.74%Q4 2013Q4 202115
Sumitomo Mitsui Trust Holdings, Inc. 15150.00%0.00%0.01%Q1 2020Q3 202315
ATTICUS WEALTH MANAGEMENT, LLC 1140.04%0.60%3.36%Q4 2019Q3 202315
Red Spruce Capital, LLC 15150.13%0.19%0.29%Q2 2020Q4 202315
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.01%Q2 2013Q4 201615
Wealth Alliance 15150.06%0.15%0.48%Q1 2020Q3 202315
Elliott Investment Management L.P. 1311.14%2.75%7.89%Q1 2020Q3 202315
WealthPLAN Partners, LLC 710.00%0.05%0.07%Q1 2015Q3 202315
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1140.04%1.48%2.91%Q4 2016Q3 202315
Westover Capital Advisors, LLC 1320.18%0.67%1.76%Q2 2013Q4 201715
Risk Paradigm Group, LLC 1320.12%1.05%3.60%Q1 2015Q4 201815
Apriem Advisors 15150.00%0.01%0.06%Q2 2013Q4 201615
Aft, Forsyth & Sober, LLC 15151.60%6.42%27.41%Q2 2013Q4 201615
WOODMONT INVESTMENT COUNSEL LLC 15150.15%0.19%0.22%Q2 2015Q4 201815
Modera Wealth Management, LLC 930.01%0.33%0.87%Q4 2013Q3 202315
Ironwood Investment Counsel, LLC 1110.05%0.07%0.12%Q3 2016Q1 202315
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 810.00%0.28%1.25%Q4 2018Q3 202315
Live Your Vision, LLC 1110.05%0.46%5.66%Q2 2013Q1 201915
Simplicity Solutions, LLC 1210.01%0.22%0.63%Q4 2015Q2 202315
NOMURA ASSET MANAGEMENT CO LTD 640.01%0.07%0.25%Q1 2016Q3 202315
HIGH POINT BANK & TRUST CO 15150.02%0.05%0.09%Q2 2013Q4 201615
PrairieView Partners, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
TrinityPoint Wealth, LLC 1140.05%0.39%0.82%Q4 2018Q4 202215
FOSTER & MOTLEY INC 1230.04%0.15%0.37%Q2 2013Q4 202115
Soros Fund Management 940.16%2.54%5.35%Q1 2020Q3 202315
Chesley Taft & Associates LLC 1110.05%0.07%0.08%Q2 2013Q3 202315
Diversified Portfolios, Inc. 1410.12%0.19%0.34%Q4 2014Q4 201915
Braver Wealth Management, LLC 15151.30%1.91%3.60%Q2 2013Q4 201615
STRATEGY ASSET MANAGERS LLC 610.06%0.27%1.60%Q2 2013Q2 202315
MASON STREET ADVISORS, LLC 15150.08%0.40%0.87%Q2 2013Q4 201615
Montecito Bank & Trust 1310.25%0.53%1.17%Q2 2013Q4 201614
NORTHERN CAPITAL MANAGEMENT LLC 14140.54%1.53%2.12%Q3 2015Q4 201814
Legacy Advisors, LLC 14140.11%0.22%0.32%Q4 2016Q1 202014
Cognios Capital, LLC 14140.15%0.18%0.23%Q3 2015Q4 201814
MACROVIEW INVESTMENT MANAGEMENT LLC 810.00%0.06%0.24%Q3 2016Q3 202314
Trilogy Capital Inc. 1220.00%0.76%1.33%Q1 2018Q1 202214
PIERSHALE FINANCIAL GROUP, INC. 610.01%4.39%13.15%Q3 2013Q4 202114
HAYS ADVISORY LLC 860.14%0.34%0.58%Q3 2014Q3 201814
FORTE CAPITAL LLC /ADV 14140.08%0.26%0.58%Q3 2014Q4 201714
NVWM, LLC 810.00%0.47%2.00%Q4 2017Q3 202314
Ellis Investment Partners, LLC 14140.04%0.06%0.13%Q2 2019Q3 202214
Susquehanna International Group Ltd. 510.41%10.94%29.28%Q2 2019Q3 202314
WESTWOOD HOLDINGS GROUP INC 1310.00%0.05%0.09%Q2 2017Q3 202314
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 14141.45%1.90%2.22%Q2 2020Q3 202314
Meiji Yasuda Life Insurance Co 141410.88%22.44%48.27%Q2 2020Q3 202314
Keel Point, LLC 710.02%0.41%1.39%Q3 2017Q3 202314
Virtu KCG Holdings LLC 950.00%0.07%0.25%Q3 2013Q2 201714
TCTC Holdings, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Mascoma Wealth Management LLC 620.00%0.18%2.01%Q4 2016Q4 202214
AMG National Trust Bank 14140.12%0.29%0.41%Q2 2020Q3 202314
55I, LLC 14140.09%1.46%4.17%Q4 2018Q1 202214
EXENCIAL WEALTH ADVISORS, LLC 810.04%0.39%0.63%Q1 2013Q3 202314
Guidance Point Advisors, LLC 14140.20%0.53%1.10%Q4 2018Q1 202214
Strategic Blueprint, LLC 1310.01%0.14%0.29%Q3 2019Q3 202314
Global Wealth Management Investment Advisory, Inc. 1020.00%0.01%0.03%Q4 2018Q3 202314
Burleson & Company, LLC 1220.01%0.36%0.68%Q1 2019Q4 202214
American Financial Advisors, LLC 14140.35%2.80%8.22%Q4 2018Q1 202214
Bay Harbor Wealth Management, LLC 1210.01%1.06%3.36%Q4 2018Q3 202314
Miracle Mile Advisors, LLC 14140.02%0.43%0.86%Q2 2020Q3 202314
Parasol Investment Management, LLC 14143.19%6.55%17.75%Q3 2013Q4 201614
OLD MISSION CAPITAL LLC 210.06%0.89%6.77%Q1 2016Q3 202314
JT Stratford LLC 14140.14%0.22%0.49%Q2 2020Q3 202314
MFA WEALTH ADVISORS, LLC 950.25%2.40%10.41%Q4 2017Q2 202114
Yellowstone Partners, LLC 1220.14%0.64%0.88%Q4 2013Q4 201714
Friedenthal Financial 1010.13%2.54%7.29%Q4 2013Q2 202314
Higher Moment Capital LP 867.49%31.03%59.88%Q4 2013Q4 201714
Almanack Investment Partners, LLC. 910.02%0.68%4.72%Q4 2016Q2 202314
Independence Bank of Kentucky 14140.15%0.30%0.44%Q2 2020Q3 202314
J.W. COLE ADVISORS, INC. 810.08%0.23%0.53%Q4 2019Q3 202314
Northwest Bancshares, Inc. 1310.05%4.25%9.05%Q4 2017Q2 202114
STATE OF MICHIGAN RETIREMENT SYSTEM 14141.61%2.19%2.74%Q2 2020Q3 202314
Mosaic Family Wealth, LLC 14140.00%0.10%0.39%Q4 2015Q1 201914
Capital Investment Counsel, Inc 1110.00%0.00%0.02%Q1 2019Q3 202314
Wealth Quarterback LLC 610.19%3.31%5.62%Q1 1987Q3 202314
Invst, LLC 810.03%2.11%6.30%Q2 2019Q3 202314
Citizens National Bank Trust Department 14140.01%0.12%0.22%Q2 2020Q3 202314
Affinity Capital Advisors, LLC 14140.07%0.20%0.44%Q4 2019Q1 202314
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 920.20%3.42%7.11%Q3 2017Q3 202314
Atlas Private Wealth Advisors 14140.16%0.45%0.85%Q2 2020Q3 202314
Richard Bernstein Advisors LLC 710.00%1.81%6.25%Q2 2013Q3 202314
IAG Wealth Partners, LLC 14140.02%0.05%0.12%Q4 2019Q1 202314
Institute for Wealth Management, LLC. 610.00%0.06%0.19%Q2 2013Q2 202314
J.Safra Asset Management Corp 810.09%0.94%8.32%Q1 2016Q3 202314
Sabal Trust CO 860.03%0.14%1.33%Q2 2013Q1 202214
Global Financial Private Capital, Inc 14140.01%0.52%2.88%Q1 2017Q2 202014
Ridgewood Investments LLC 14140.30%0.41%0.50%Q2 2020Q3 202314
Pactiv General Employee Benefit Trust 620.89%41.82%100.00%Q4 2018Q3 202313
Financial Partners Group, Inc 520.06%0.31%1.39%Q4 2017Q3 202313
tru Independence LLC 910.02%0.19%0.30%Q4 2019Q3 202313
Founders Capital Management 13130.01%0.04%0.08%Q1 2017Q1 202013
Bernardo Wealth Planning LLC 13130.14%1.25%4.51%Q2 2019Q2 202213
PRIVATE TRUST CO NA 760.02%0.21%0.79%Q1 2013Q3 202313
UBP Investment Advisors SA 13130.21%0.38%0.68%Q3 2019Q3 202213
First Command Advisory Services, Inc. 1010.00%5.21%67.69%Q4 2017Q3 202313
Tactical Allocation Group LLC 13135.64%9.20%12.49%Q2 2013Q2 201613
Tradewinds Capital Management, LLC 1030.00%0.00%0.01%Q3 2015Q1 202213
Granite Investment Partners, LLC 13130.00%0.00%0.00%Q4 2019Q4 202213
Founders Financial Alliance, LLC 13130.63%0.97%1.50%Q3 2020Q3 202313
PHILLIPS FINANCIAL MANAGEMENT, LLC 710.04%0.20%0.36%Q3 2016Q3 202313
Newbridge Financial Services Group, Inc. 13130.01%0.05%0.11%Q3 2020Q3 202313
EVOKE WEALTH, LLC 1110.00%0.04%0.22%Q3 2019Q3 202313
Shinko Asset Management Co., Ltd. 13130.13%0.21%0.47%Q3 2013Q3 201613
DENVER INVESTMENT ADVISORS LLC 13130.03%0.04%0.06%Q1 2015Q1 201813
Brookfield Asset Management 1120.01%0.06%0.29%Q4 2016Q2 202313
Hexagon Capital Partners LLC 13130.11%0.20%0.28%Q3 2020Q3 202313
Hanlon Investment Management, Inc. 720.03%0.49%0.99%Q1 2019Q3 202313
BCS Wealth Management 1210.11%0.13%0.17%Q2 2020Q3 202313
McKinley Carter Wealth Services, Inc. 1210.05%0.74%2.96%Q2 2013Q3 202313
FIRST CITIZENS BANK & TRUST CO 1210.01%0.02%0.05%Q2 2013Q3 202313
Summit Financial Wealth Advisors, LLC 630.01%0.10%0.16%Q4 2014Q3 201813
Independent Order of Foresters 13131.41%10.40%24.29%Q2 2013Q2 201613
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.03%0.09%0.25%Q3 2020Q3 202313
Independent Portfolio Consultants, Inc. 13130.03%0.83%1.79%Q2 2014Q2 201713
TLWM 1210.08%0.13%0.39%Q3 2019Q1 202313
Centiva Capital, LP 210.01%1.75%7.45%Q3 2018Q3 202313
Bogart Wealth, LLC 13130.00%0.00%0.02%Q3 2020Q3 202313
Pinnacle Wealth Management Advisory Group, LLC 13130.16%0.73%1.81%Q4 2014Q4 201713
American Family Insurance Mutual Holding Co 13130.14%4.72%19.94%Q3 2020Q3 202313
Townsend & Associates, Inc 540.22%1.09%3.63%Q4 2017Q3 202313
LVZ, Inc. 820.06%3.91%6.99%Q4 2014Q3 202313
Cerity Partners LLC 1210.02%0.16%0.28%Q2 2020Q3 202313
CapWealth Advisors, LLC 760.00%0.00%0.00%Q2 2013Q3 201613
TRUEFG, LLC 940.09%0.14%0.22%Q4 2019Q1 202313
BAILARD, INC. 1010.01%1.03%8.84%Q2 2013Q3 202013
Single Point Partners, LLC 760.10%0.55%1.07%Q4 2019Q1 202313
Kestra Advisory Services, LLC 13130.08%0.17%0.42%Q3 2020Q3 202313
First Personal Financial Services 710.00%0.02%0.02%Q1 2016Q3 202313
ATWOOD & PALMER INC 1030.00%0.01%0.02%Q3 2014Q2 202113
HHM Wealth Advisors, LLC 1030.01%0.02%0.04%Q1 2020Q3 202313
Key FInancial Inc 1210.00%0.04%0.10%Q1 2020Q3 202313
Global Endowment Management, LP 610.13%0.25%0.52%Q2 2013Q4 202013
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1210.00%0.00%0.00%Q4 2014Q1 201813
Investors Capital Advisory Services 13130.14%0.28%0.75%Q2 2013Q2 201613
VSR Financial Services, Inc. 13130.40%0.63%0.94%Q2 2013Q2 201613
AMERICAN NATIONAL BANK 540.00%0.03%0.08%Q3 2014Q3 202313
GABLES CAPITAL MANAGEMENT INC. 13130.07%0.09%0.11%Q1 2018Q1 202113
WBI INVESTMENTS, LLC 510.12%3.56%11.24%Q3 2013Q2 201813
Fort Point Capital Partners LLC 610.11%0.20%0.30%Q4 2013Q3 202313
Old Port Advisors 1210.08%0.13%0.18%Q2 2018Q3 202113
LBA Wealth Management, LLC 13130.01%0.02%0.09%Q1 2014Q1 201713
FIRSTMERIT BANK N A TRUSTEE 13131.97%2.26%2.65%Q2 2013Q2 201613
Arden Trust Co 13130.20%0.45%0.82%Q2 2019Q2 202213
Florin Court Capital LLP 410.52%5.18%11.64%Q1 2017Q1 202313
CADENCE BANK NA 820.09%0.12%0.17%Q2 2013Q2 202213
Leelyn Smith, LLC 1020.00%0.09%0.16%Q4 2019Q4 202212
MEITAV INVESTMENT HOUSE LTD 810.00%0.07%0.20%Q1 2018Q2 202312
Tranquility Partners, LLC 12120.19%0.24%0.29%Q2 2019Q1 202212
BOSTON ADVISORS LLC 1020.01%0.01%0.01%Q1 2016Q3 201912
Abbrea Capital, LLC 610.03%0.11%0.22%Q4 2016Q2 202112
Center For Asset Management LLC 12123.08%4.42%5.88%Q4 2020Q3 202312
CRA Financial Services, LLC 12120.06%0.10%0.14%Q2 2019Q1 202212
Pacific Wealth Management 12122.46%5.70%13.10%Q4 2020Q3 202312
JONES FINANCIAL COMPANIES LLLP 810.00%0.00%0.00%Q2 2013Q3 202212
Providence First Trust Co 12121.05%1.54%1.97%Q4 2020Q3 202312
Antonetti Capital Management LLC 610.03%0.38%4.06%Q2 2010Q3 202212
SUMMIT FINANCIAL GROUP, INC. 12120.07%0.12%0.23%Q2 2019Q1 202212
Mayflower Financial Advisors, LLC 12120.04%0.08%0.13%Q4 2020Q3 202312
ISLAY CAPITAL MANAGEMENT, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Capital Advisors, Ltd. LLC 1110.01%0.01%0.04%Q4 2015Q2 201912
New England Professional Planning Group Inc. 12120.32%0.40%0.49%Q4 2020Q3 202312
Wealth Advisory Solutions, LLC 520.11%0.29%0.66%Q4 2019Q1 202312
Laidlaw Wealth Management LLC 750.07%0.20%0.46%Q4 2019Q2 202312
Peachtree Investment Advisors, Inc. 12120.20%0.29%0.35%Q2 2014Q1 201712
JANICZEK WEALTH MANAGEMENT, LLC 610.02%0.59%6.02%Q4 2016Q4 202112
Beacon Pointe Advisors, LLC 1110.02%0.06%0.09%Q3 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
OPPENHEIMER ASSET MANAGEMENT INC. 530.00%0.00%0.01%Q1 2017Q1 202112
Renasant Bank 12120.71%0.82%1.00%Q4 2020Q3 202312
Leucadia National 440.07%0.48%1.33%Q4 2022Q3 202312
Solstein Capital, LLC 1020.10%0.40%1.46%Q2 2020Q3 202312
ProShare Advisors LLC 750.01%0.02%0.03%Q2 2013Q2 201612
Column Capital Advisors, LLC 12120.01%0.01%0.02%Q4 2019Q3 202212
CVA Family Office, LLC 1110.01%0.03%0.11%Q1 2020Q3 202312
Fluent Financial, LLC 840.14%0.57%1.47%Q4 2017Q3 202312
BALDWIN BROTHERS LLC/MA 840.00%0.02%0.10%Q1 2016Q3 202312
Main Street Financial Solutions, LLC 12120.09%0.13%0.16%Q4 2020Q3 202312
Ahrens Investment Partners LLC 720.02%0.44%1.01%Q4 2016Q1 202312
SOA Wealth Advisors, LLC. 12120.05%0.08%0.11%Q4 2020Q3 202312
RAND WEALTH, LLC 750.03%0.65%2.10%Q3 2015Q3 201812
Glen Harbor Capital Management LLC 12120.01%0.02%0.04%Q4 2016Q3 201912
Iron Horse Wealth Management, LLC 12123.79%7.94%12.25%Q4 2020Q3 202312
GRIMES & COMPANY, INC. 710.02%4.01%7.14%Q1 2016Q3 202012
Analyst IMS Investment Management Services Ltd. 12120.07%0.20%0.28%Q1 2016Q4 201812
Prosperity Planning, Inc. 12120.26%0.40%0.86%Q4 2020Q3 202312
Stonebridge Financial Planning Group, LLC 750.01%0.57%1.99%Q2 2020Q3 202312
HOHIMER WEALTH MANAGEMENT, LLC 12120.07%0.31%0.57%Q4 2019Q3 202212
Gilbert & Cook, Inc. 12120.07%1.17%1.90%Q4 2020Q3 202312
Renaissance Technologies 310.00%0.01%0.02%Q1 2018Q3 202312
Concord Wealth Partners 12120.04%0.24%1.81%Q4 2020Q3 202312
Truepoint, Inc. 610.02%0.06%0.12%Q1 2016Q4 201912
TORONTO DOMINION BANK 620.00%0.19%0.99%Q4 2018Q3 202312
BHK Investment Advisors, LLC 1020.11%0.13%0.22%Q1 2018Q3 202312
Verde Capital Management 930.08%0.15%0.19%Q2 2020Q3 202312
New Potomac Partners, LLC 12120.03%0.07%0.11%Q4 2017Q3 202012
Journey Advisory Group, LLC 12120.04%0.26%0.51%Q4 2020Q3 202312
True Link Financial Advisors, LLC 12120.09%0.45%1.75%Q4 2020Q3 202312
B. Riley Financial, Inc. 12120.27%0.57%0.97%Q4 2015Q3 201812
Tyers Asset Management LLC 12120.03%0.05%0.08%Q4 2016Q3 201912
HUTCHENS INVESTMENT MANAGEMENT INC 840.00%0.70%1.44%Q4 2014Q4 201712
Centerpoint Advisors, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.06%0.59%1.43%Q4 2020Q3 202312
Barber Financial Group, Inc. 12120.06%0.53%1.10%Q2 2019Q1 202212
EMERSON INVESTMENT MANAGEMENT, LLC 12121.10%1.37%1.70%Q2 2013Q1 201612
Goodwin Investment Advisory 12120.01%0.27%1.14%Q4 2020Q3 202312
Regent Peak Wealth Advisors LLC 12120.07%0.17%0.31%Q4 2019Q3 202212
NewEdge Wealth, LLC 12120.09%0.35%1.06%Q4 2020Q3 202312
Sugarloaf Wealth Management, LLC 12120.00%0.03%0.05%Q4 2019Q3 202212
Liberty Capital Management, Inc. 610.02%0.22%0.55%Q3 2016Q4 202112
MMA ASSET MANAGEMENT LLC 12120.44%0.63%1.81%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.02%0.15%Q4 2020Q3 202312
Grandview Asset Management LLC 610.13%0.19%0.33%Q2 2020Q3 202312
SYM FINANCIAL Corp 710.00%0.12%0.88%Q4 2017Q3 202312
STATE OF WISCONSIN INVESTMENT BOARD 1110.05%0.36%0.88%Q1 2020Q1 202312
COREPATH WEALTH PARTNERS LLC 12122.18%4.30%8.12%Q4 2020Q3 202312
GUARDIAN LIFE INSURANCE CO OF AMERICA 412.44%33.77%100.00%Q2 2016Q3 202112
Neuburgh Advisers LLC 12120.04%0.07%0.13%Q4 2016Q3 201912
David J Yvars Group 12120.44%0.94%1.59%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.28%0.67%1.69%Q4 2018Q3 202112
Spotlight Asset Group, Inc. 810.10%2.23%5.06%Q4 2019Q3 202312
WOLFF WIESE MAGANA LLC 12120.02%0.19%0.37%Q4 2020Q3 202312
COLDSTREAM CAPITAL MANAGEMENT INC 12120.16%0.48%0.86%Q1 2015Q4 201712
Red Wave Investments LLC 12123.96%8.34%10.49%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.04%0.06%0.16%Q4 2020Q3 202312
Proquility Private Wealth Partners, LLC 12120.54%0.76%1.10%Q4 2020Q3 202312
RIVERHEAD CAPITAL MANAGEMENT LLC 12120.02%0.05%0.10%Q4 2016Q3 201912
Curran Financial Partners, LLC 12122.33%5.76%8.72%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12121.58%1.74%1.87%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12120.55%0.68%0.96%Q4 2020Q3 202312
Frank, Rimerman Advisors LLC 12120.47%1.54%3.83%Q4 2020Q3 202312
RDA Financial Network 630.08%0.15%0.24%Q2 2020Q3 202312
Flinton Capital Management LLC 12120.03%0.06%0.11%Q4 2016Q3 201912
Alerus Investment Advisors Corp 12120.00%0.44%1.98%Q2 2013Q1 201612
Golden State Wealth Management, LLC 750.03%0.41%0.89%Q1 2019Q1 202212
Vontobel Holding Ltd. 12120.01%0.02%0.03%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.15%0.91%Q4 2020Q3 202312
Private Advisory Group LLC 750.15%0.80%1.53%Q2 2018Q4 202112
Hayden Royal, LLC 11110.11%0.95%2.08%Q4 2018Q2 202111
PRING TURNER CAPITAL GROUP INC 11113.97%4.86%6.11%Q4 2013Q2 201611
TUDOR INVESTMENT CORP ET AL 510.02%1.23%4.39%Q2 2014Q3 202311
Ten Capital Wealth Advisors, LLC 11110.14%0.79%1.25%Q4 2020Q2 202311
Lumature Wealth Partners, LLC 11110.02%0.64%1.61%Q4 2020Q2 202311
CLEAR STREET MARKETS LLC 210.02%0.82%5.56%Q4 2013Q4 202211
YorkBridge Wealth Partners, LLC 11110.01%0.01%0.03%Q4 2016Q2 201911
Planned Solutions, Inc. 740.00%0.34%0.51%Q3 2020Q2 202311
CT Financial Advisors LLC 1011.30%1.51%2.00%Q1 2014Q1 201711
NatWest Group plc 1010.00%0.42%1.22%Q2 2013Q3 201611
LexAurum Advisors, LLC 810.08%0.41%1.00%Q4 2017Q3 202311
Qube Research & Technologies Ltd 710.00%0.18%1.06%Q4 2019Q3 202311
Bison Wealth, LLC 11110.00%0.03%0.05%Q4 2019Q2 202211
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 530.01%0.04%0.06%Q2 2013Q4 202011
OmniStar Financial Group, Inc. 650.04%0.44%0.73%Q1 2018Q1 202111
MACKAY SHIELDS LLC 11110.00%0.02%0.04%Q1 2021Q3 202311
AlphaCore Capital LLC 920.00%0.04%0.13%Q4 2019Q3 202311
Ellevest, Inc. 810.00%0.03%0.06%Q1 2019Q1 202311
DRW Securities, LLC 410.02%0.31%1.28%Q2 2013Q4 201711
Blackhawk Capital Partners LLC. 410.45%0.88%1.58%Q2 2019Q2 202311
Lehman & Derafelo Financial Resources LLC 620.00%0.00%0.00%Q4 2018Q3 202211
Redwood Investment Management, LLC 650.28%1.81%3.67%Q2 2020Q3 202311
Diversified Trust Co 710.01%0.03%0.05%Q3 2016Q2 202311
RELIANCE TRUST CO OF DELAWARE 710.04%0.58%0.90%Q2 2013Q1 201911
WESTPORT RESOURCES MANAGEMENT INC 11110.00%0.01%0.08%Q2 2013Q4 201511
Core Wealth Advisors, Inc. 11110.04%0.05%0.08%Q4 2019Q2 202211
LAKE STREET PRIVATE WEALTH, LLC 740.07%0.43%0.75%Q2 2020Q3 202311
Cornerstone Wealth Group, LLC 11110.40%0.78%1.29%Q2 2020Q4 202211
Clearview Wealth Advisors LLC 11110.01%0.06%0.23%Q4 2020Q2 202311
BAR HARBOR TRUST SERVICES 11110.00%0.10%0.20%Q4 2019Q2 202211
Sierra Capital LLC 11110.01%0.11%0.40%Q1 2021Q3 202311
Acorn Wealth Advisors, LLC 620.07%0.15%0.22%Q4 2017Q3 202311
Pinnacle Summer Investments, Inc. 11110.01%0.03%0.09%Q2 2013Q4 201511
CABANA LLC 910.02%5.28%10.01%Q4 2017Q2 202111
Oxinas Partners Wealth Management LLC 740.16%0.42%1.86%Q4 2020Q3 202311
Kaizen Financial Strategies 920.64%1.37%4.44%Q4 2020Q3 202311
HRT FINANCIAL LP 310.02%0.44%1.33%Q4 2016Q3 202311
Advisors Asset Management, Inc. 650.00%0.00%0.01%Q4 2019Q3 202311
Heritage Trust Co 1010.00%0.09%0.11%Q1 2017Q3 202311
DSC Advisors, L.P. 410.09%0.71%2.56%Q3 2014Q3 201911
AHL Partners LLP 410.18%1.58%3.34%Q3 2014Q4 201711
PROVIDA PENSION FUND ADMINISTRATOR 11110.09%1.16%3.64%Q2 2020Q4 202211
Sharkey, Howes & Javer 610.15%2.40%6.33%Q1 2019Q3 202311
Keystone Financial Group 910.04%0.06%0.14%Q1 2018Q2 202211
MACQUARIE GROUP LTD 11110.11%0.13%0.14%Q2 2013Q4 201511
FLOW TRADERS U.S. LLC 610.02%0.23%0.60%Q4 2015Q3 202311
CMG Global Holdings, LLC 11111.16%1.45%1.79%Q1 2021Q3 202311
Fort Sheridan Advisors LLC 11110.07%0.13%0.24%Q1 2021Q3 202311
Fusion Capital, LLC 11111.07%2.18%3.21%Q4 2019Q2 202211
Greytown Advisors Inc. 910.33%0.67%1.17%Q1 2018Q3 202311
FIFTH THIRD SECURITIES, INC. 610.12%0.37%0.60%Q3 2016Q3 202311
Doyle Wealth Management 11110.01%0.03%0.04%Q4 2018Q2 202111
Selective Wealth Management, Inc. 740.00%0.12%0.34%Q3 2019Q4 202211
N.E.W. Advisory Services LLC 11110.03%0.13%0.37%Q4 2020Q2 202311
ETF Portfolio Partners, Inc. 11110.58%0.84%1.02%Q4 2018Q2 202111
Mizuho Asset Management Co.,Ltd. 620.00%0.03%0.08%Q3 2013Q3 201611
FENIMORE ASSET MANAGEMENT INC 530.01%0.01%0.01%Q3 2017Q4 202111
Total Clarity Wealth Management, Inc. 11110.05%2.79%7.41%Q4 2019Q2 202211
VisionPoint Advisory Group, LLC 920.07%0.20%0.44%Q4 2018Q3 202311
Cribstone Capital Management, LLC 11110.00%0.02%0.04%Q2 2016Q4 201811
Bradley & Co. Private Wealth Management, LLC 11110.00%0.04%0.06%Q1 2021Q3 202311
ROPES WEALTH ADVISORS LLC 410.00%0.16%0.38%Q1 2018Q3 202311
Allianz Investment Management U.S. LLC 111149.13%59.42%69.42%Q1 2021Q3 202311
Efficient Market Advisors, LLC 11110.00%0.00%0.00%Q2 2013Q4 201511
Ameritas Investment Company, LLC 11110.08%0.13%0.27%Q1 2019Q3 202111
Spire Wealth Management 11110.03%0.10%0.33%Q1 2021Q3 202311
Onyx Bridge Wealth Group LLC 11110.11%0.35%0.51%Q1 2021Q3 202311
TRUEWEALTH LLC 11110.22%0.24%0.28%Q4 2017Q2 202011
Apollon Wealth Management, LLC 810.02%0.07%0.10%Q2 2019Q3 202311
CNO Financial Group, Inc. 11111.69%16.05%46.73%Q1 2015Q3 201711
Pinkerton Retirement Specialists, LLC 610.46%1.40%2.36%Q2 2019Q2 202311
Fulcrum Equity Management 740.14%0.44%0.72%Q4 2018Q4 202111
BlackRock Fund Advisors 11110.01%0.01%0.02%Q2 2014Q4 201611
Bellwether Advisors, LLC 11110.06%0.36%0.99%Q4 2020Q2 202311
Sterling Global Strategies LLC 11111.47%1.83%2.15%Q3 2016Q1 201911
INNEALTA CAPITAL, LLC 650.15%0.52%1.42%Q2 2019Q3 202311
Fullen Financial Group 920.11%0.14%0.19%Q2 2020Q1 202311
SWARTHMORE GROUP INC 11110.15%0.32%0.52%Q1 2014Q3 201611
Alpha Omega Wealth Management LLC 11110.01%0.02%0.03%Q4 2016Q2 201911
Edge Wealth Management LLC 1010.09%0.63%3.14%Q1 2017Q3 202011
QUADRANT CAPITAL GROUP LLC 810.00%0.00%0.00%Q4 2019Q3 202311
BRIGADE CAPITAL MANAGEMENT, LP 814.03%22.46%48.90%Q4 2020Q3 202310
Sullivan, Bruyette, Speros & Blaney, LLC 10100.01%0.01%0.02%Q4 2018Q1 202110
MID CONTINENT CAPITAL LLC/IL 10100.06%0.11%0.28%Q2 2013Q3 201510
1607 Capital Partners, LLC 730.05%1.85%4.89%Q1 2021Q3 202310
NATIXIS 310.00%0.03%0.25%Q1 2017Q3 202310
Claret Asset Management Corp 730.05%0.07%0.15%Q4 2017Q3 202310
PineBridge Investments, L.P. 820.00%0.17%0.66%Q4 2014Q3 202310
Outlook Wealth Advisors, LLC 820.07%1.74%3.24%Q1 2020Q3 202310
FORT PITT CAPITAL GROUP INC 10100.04%1.16%2.42%Q2 2013Q3 201510
BOOTHBAY FUND MANAGEMENT, LLC 210.01%0.05%0.28%Q1 2021Q3 202310
Catalyst Capital Advisors LLC 820.03%0.11%0.64%Q1 2014Q1 202210
Peak Capital Management LLC 10100.13%0.22%0.28%Q2 2017Q3 201910
Covenant Multifamily Offices, LLC 820.01%0.58%1.23%Q4 2013Q4 201910
Bank OZK 10100.07%0.09%0.11%Q1 2017Q2 201910
Madden Advisory Services, Inc. 710.00%0.30%0.56%Q1 2014Q1 202210
Grove Bank & Trust 730.01%0.04%0.05%Q4 2015Q2 202310
TFO Wealth Partners, LLC 610.00%0.10%0.48%Q4 2019Q3 202310
CHOREO, LLC 520.03%0.05%0.09%Q1 2017Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.06%0.13%Q1 2021Q3 202310
Accel Wealth Management 10100.03%0.10%0.17%Q4 2020Q1 202310
LaFleur & Godfrey LLC 10100.04%0.04%0.05%Q2 2021Q3 202310
Cranbrook Wealth Management, LLC 810.00%0.01%0.01%Q4 2013Q3 202210
Nationwide Fund Advisors 520.00%0.41%1.36%Q2 2015Q4 202210
Arkadios Wealth Advisors 10100.02%0.06%0.15%Q4 2019Q1 202210
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10100.02%0.04%0.06%Q4 2020Q1 202310
SIMPLEX TRADING, LLC 310.00%0.01%0.05%Q1 2015Q3 202310
STRATEGIC INVESTMENT MANAGEMENT, LLC 10103.80%6.49%8.76%Q4 2016Q1 201910
FLPUTNAM INVESTMENT MANAGEMENT CO 10100.10%0.15%0.23%Q2 2021Q3 202310
Savior LLC 10100.00%0.24%0.44%Q4 2019Q1 202210
PIN OAK INVESTMENT ADVISORS INC 10100.00%0.00%0.00%Q2 2021Q3 202310
TELEMUS CAPITAL, LLC 10100.03%0.05%0.08%Q1 2016Q2 201810
CX Institutional 610.00%0.29%0.66%Q3 2018Q2 202210
Korea Investment CORP 10100.05%0.07%0.09%Q2 2020Q3 202210
Cordant, Inc. 10100.05%0.13%0.31%Q4 2019Q1 202210
MATHER GROUP, LLC. 10100.01%0.03%0.16%Q3 2019Q4 202110
Tempus Wealth Planning, LLC 10100.19%0.28%0.38%Q2 2021Q3 202310
Nan Shan Life Insurance Co., Ltd. 10100.12%0.28%0.83%Q4 2016Q1 201910
ATLAS CAPITAL ADVISORS LLC 510.00%0.08%0.18%Q1 2018Q1 202310
LCM Capital Management Inc 10100.21%0.25%0.29%Q1 2021Q2 202310
Prestige Wealth Management Group LLC 10100.00%0.03%0.08%Q2 2020Q3 202210
JTC Employer Solutions Trustee Ltd 10100.06%0.07%0.10%Q2 2021Q3 202310
EPG Wealth Management LLC 520.00%0.03%0.08%Q4 2019Q3 202310
Polaris Wealth Advisory Group, LLC 310.02%2.33%4.44%Q2 2019Q3 202310
Calamos Wealth Management LLC 10100.03%0.04%0.06%Q2 2016Q3 201810
Altman Advisors, Inc. 10100.20%0.24%0.27%Q3 2020Q4 202210
NAPLES GLOBAL ADVISORS, LLC 10100.03%0.05%0.06%Q4 2019Q1 202210
Facet Wealth, Inc. 10103.02%3.28%3.54%Q4 2020Q1 202310
Destiny Wealth Partners, LLC 640.01%1.75%6.59%Q4 2020Q3 202310
Emerald Advisors, LLC 10100.08%1.62%2.18%Q4 2019Q1 202210
ASHFORD CAPITAL MANAGEMENT INC 520.06%0.39%1.24%Q4 2014Q4 201810
CITY NATIONAL BANK 10100.00%0.02%0.09%Q2 2013Q3 201510
RITHOLTZ WEALTH MANAGEMENT 910.01%0.38%0.51%Q1 2020Q3 202310
Continuum Advisory, LLC 710.07%0.34%0.91%Q4 2019Q3 202310
Kalos Management, Inc. 610.03%0.18%0.30%Q4 2015Q4 202210
White Lighthouse Investment Management Inc. 10100.14%0.69%1.16%Q4 2017Q1 202010
Tidal Investments LLC 310.01%0.45%1.93%Q2 2019Q2 202310
WealthTrust-Arizona, LLC 540.04%0.15%0.24%Q3 2015Q1 20189
Golden State Equity Partners 630.18%0.57%1.14%Q4 2020Q3 20239
CAPITAL ONE FINANCIAL CORP 990.09%0.37%0.72%Q1 2020Q1 20229
Tranquilli Financial Advisor LLC 810.20%0.57%0.80%Q4 2020Q3 20239
DEFINED WEALTH MANAGEMENT, LLC 990.41%0.77%1.20%Q4 2020Q4 20229
TNF LLC 990.26%0.44%0.74%Q3 2021Q3 20239
FLAGSTAR ADVISORS INC 990.20%0.29%0.35%Q3 2021Q3 20239
STEVENS CAPITAL MANAGEMENT LP 540.35%4.69%14.48%Q1 2021Q2 20239
LEO BROKERAGE, LLC 520.81%1.65%2.50%Q3 2020Q2 20239
AFAM CAPITAL, INC. 990.03%0.50%0.75%Q2 2016Q2 20189
ALERUS FINANCIAL NA 990.05%0.06%0.07%Q2 2016Q2 20189
Destination Wealth Management 310.00%0.02%0.06%Q1 2013Q1 20199
GIRARD PARTNERS LTD. 710.02%0.05%0.06%Q4 2016Q2 20219
Graham Capital Management, L.P. 720.01%0.09%0.28%Q2 2021Q3 20239
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 990.00%1.94%2.97%Q4 2013Q4 20159
BRIGHTON JONES LLC 810.01%0.02%0.03%Q4 2019Q2 20229
Quantitative Advantage, LLC 410.62%2.06%3.07%Q2 2013Q1 20189
Stanford Investment Group, Inc. 990.05%0.09%0.14%Q4 2014Q4 20169
Horrell Capital Management, Inc. 990.00%0.04%0.05%Q2 2013Q2 20159
Hudson Bay Capital Management LP 310.15%0.64%1.15%Q2 2019Q2 20239
Penobscot Investment Management Company, Inc. 990.04%0.18%0.34%Q4 2020Q4 20229
MANAGED ACCOUNT ADVISORS LLC 990.04%0.19%0.42%Q2 2013Q2 20159
SMITH HAYES Advisers, Inc 990.83%0.93%1.08%Q1 2014Q1 20169
Palisade Asset Management, LLC 990.04%0.08%0.14%Q4 2017Q4 20199
Highmount Capital, LLC 990.04%0.07%0.10%Q2 2013Q2 20159
K2 PRINCIPAL FUND, L.P. 210.21%1.61%3.44%Q1 2015Q3 20229
Argentus Capital Management, LLC 540.10%0.75%2.15%Q2 2013Q3 20169
VALENTINE VENTURES LLC 990.30%0.34%0.40%Q4 2014Q4 20169
Windham Capital Management, LLC 410.06%3.22%26.56%Q2 2014Q2 20229
Smart Portfolios, LLC 510.03%0.20%0.46%Q3 2014Q3 20199
Spectrum Management Group, LLC 410.00%0.81%2.37%Q4 2015Q3 20229
ING GROEP NV 510.00%1.84%7.24%Q3 2019Q2 20239
JFS WEALTH ADVISORS, LLC 410.00%0.03%0.08%Q4 2017Q3 20239
HITE Hedge Asset Management LLC 810.39%2.09%4.37%Q3 2019Q1 20229
Stearns Financial Services Group 990.00%0.00%0.00%Q3 2018Q3 20209
Advocacy Wealth Management Services, LLC 610.00%1.48%3.81%Q2 2013Q1 20189
Crosspoint Capital Strategies, LLC 990.14%1.07%3.68%Q4 2013Q4 20159
Elite Wealth Management, Inc. 990.02%0.20%0.77%Q3 2012Q3 20149
MV CAPITAL MANAGEMENT, INC. 990.00%0.03%0.06%Q4 2014Q4 20169
SouthState Corp 510.00%0.02%0.04%Q3 2013Q2 20239
AllSquare Wealth Management LLC 710.00%0.01%0.01%Q2 2018Q3 20239
Vontobel Swiss Wealth Advisors AG 990.19%0.54%1.42%Q2 2019Q2 20219
Integrated Wealth Management 990.40%0.45%0.49%Q1 2015Q1 20179
Lavaca Capital LLC 660.04%0.66%1.63%Q3 2020Q4 20219
River Wealth Advisors LLC 320.02%0.07%0.24%Q1 2015Q3 20219
LGL PARTNERS, LLC 990.31%0.39%0.50%Q3 2017Q3 20199
Integrated Investment Consultants, LLC 810.03%0.16%0.39%Q4 2015Q1 20189
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 995.92%15.56%18.73%Q1 2014Q1 20169
METROPOLITAN LIFE INSURANCE CO/NY 410.12%0.69%2.07%Q2 2014Q3 20179
Asset Planning Services, Ltd. 720.00%0.00%0.00%Q2 2017Q3 20199
HARVEST GROUP WEALTH MANAGEMENT, LLC 810.00%0.42%3.21%Q1 2019Q4 20229
McAdam, LLC 330.01%0.04%0.07%Q1 2018Q3 20239
Varma Mutual Pension Insurance Co 811.45%4.65%8.57%Q4 2017Q1 20219
Avestar Capital, LLC 810.09%0.12%0.16%Q4 2017Q2 20209
CIGNA INVESTMENTS INC /NEW 990.04%24.91%31.93%Q4 2016Q4 20189
Epstein & White Financial LLC 990.16%1.33%4.94%Q4 2017Q4 20199
Successful Portfolios LLC 810.12%0.69%1.46%Q2 2020Q3 20229
Squar Milner Financial Services LLC 990.12%0.19%0.24%Q2 2018Q2 20209
Smart Money Group LLC 990.15%0.79%3.12%Q2 2020Q2 20229
180 WEALTH ADVISORS, LLC 720.08%0.15%0.21%Q4 2017Q4 20209
Elmwood Wealth Management, Inc. 410.02%0.04%0.06%Q4 2018Q4 20219
Castleview Partners, LLC 810.00%0.07%0.26%Q1 2018Q3 20239
VAN STRUM & TOWNE INC. 990.20%0.49%1.05%Q3 2021Q3 20239
Cooper Financial Group 510.04%0.13%0.24%Q4 2018Q3 20239
EQ LLC 510.48%1.43%3.03%Q4 2020Q2 20239
LOOMIS SAYLES & CO L P 310.00%0.00%0.01%Q4 2018Q3 20239
Paradigm Financial Partners, LLC 990.12%0.26%0.39%Q1 2019Q1 20219
WEST PACES ADVISORS INC. 990.04%0.21%0.39%Q3 2021Q3 20239
Lake Point Wealth Management 420.00%0.01%0.08%Q4 2018Q1 20229
Enterprise Trust & Investment Co 990.04%0.05%0.06%Q2 2019Q2 20219
Ranch Capital Advisors Inc. 990.03%0.10%0.22%Q3 2019Q3 20219
VERUS CAPITAL PARTNERS, LLC 720.10%0.51%0.73%Q4 2019Q3 20239
Minot Wealth Management LLC 990.32%0.61%0.89%Q4 2019Q4 20219
Tatro Capital, LLC 990.41%0.62%1.09%Q1 2020Q1 20229
Eudaimonia Partners, LLC 810.07%0.15%0.25%Q4 2019Q1 20229
Royal Fund Management, LLC 310.00%0.32%1.35%Q1 2017Q4 20219
LifePro Asset Management 991.05%1.35%2.02%Q2 2020Q2 20229
4Thought Financial Group Inc. 990.25%1.94%3.69%Q3 2021Q3 20239
Birchcreek Wealth Management, LLC 992.58%3.07%3.52%Q4 2020Q4 20229
Diversified, LLC 410.09%0.21%0.35%Q4 2020Q3 20239
NOTTINGHAM ADVISORS, INC. 310.03%0.09%0.19%Q4 2014Q4 20229
Pensionmark Financial Group, LLC 710.17%0.28%0.59%Q2 2020Q3 20238
NAVELLIER & ASSOCIATES INC 210.01%0.10%0.46%Q3 2012Q3 20198
Teza Capital Management LLC 880.13%0.27%0.44%Q2 2020Q1 20228
JMAC ENTERPRISES LLC 880.51%0.67%0.85%Q4 2021Q3 20238
CAMBRIDGE TRUST CO 880.00%0.01%0.02%Q4 2021Q3 20238
One Wealth Advisors, LLC 710.06%0.45%0.72%Q1 2020Q3 20238
Keudell/Morrison Wealth Management 880.09%0.56%1.83%Q1 2020Q4 20218
Bank of Kentucky, Inc. 880.01%0.01%0.01%Q2 2013Q1 20158
Guidant Wealth Advisors 440.17%0.53%1.90%Q3 2016Q3 20198
CAPITAL INSIGHT PARTNERS, LLC 880.14%2.52%5.36%Q4 2019Q3 20218
PSI Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
CFS Investment Advisory Services, LLC 510.04%0.92%2.47%Q4 2020Q3 20238
E Fund Management (Hong Kong) Co., Ltd. 880.47%0.58%0.71%Q1 2022Q4 20238
West Financial Advisors, LLC 880.04%0.05%0.06%Q4 2020Q3 20228
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 710.00%0.01%0.03%Q2 2017Q2 20198
Johnson Bixby & Associates, LLC 880.07%0.19%0.70%Q4 2020Q3 20228
Allie Family Office LLC 880.52%0.70%1.07%Q4 2021Q3 20238
Perfromance Wealth Partners, LLC 880.03%0.05%0.06%Q4 2021Q3 20238
Harvest Investment Services, LLC 510.11%0.22%0.46%Q1 2019Q4 20218
Lombard Odier & Cie (Canada), Limited Partnership 880.07%0.21%0.49%Q4 2013Q3 20158
Beaird Harris Wealth Management, LLC 880.00%0.02%0.04%Q4 2021Q3 20238
Gould Capital, LLC 880.03%0.03%0.03%Q4 2021Q3 20238
Deane Retirement Strategies, Inc. 710.01%1.17%5.10%Q4 2014Q4 20218
MORRIS FINANCIAL CONCEPTS, INC. 880.01%0.01%0.01%Q4 2021Q3 20238
Gray Wealth Management Inc. 530.10%0.13%0.17%Q1 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.05%0.22%Q4 2021Q3 20238
Covestor Ltd 880.03%0.08%0.14%Q4 2021Q3 20238
First Allied Asset Management, Inc. 882.68%3.38%4.10%Q2 2013Q1 20158
Quent Capital, LLC 880.00%0.42%3.25%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
State of Tennessee, Treasury Department 610.02%0.07%0.15%Q2 2015Q4 20208
US FINANCIAL ADVISORS, LLC 620.03%0.07%0.16%Q4 2014Q1 20218
AEGON USA Investment Management, LLC 880.30%0.45%0.67%Q2 2013Q1 20158
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2019Q3 20218
Investment Advisory Group, LLC 881.00%1.38%1.73%Q4 2021Q3 20238
SIMON QUICK ADVISORS, LLC 710.00%0.01%0.03%Q2 2019Q1 20228
CREDIT AGRICOLE S A 880.00%0.01%0.01%Q2 2013Q1 20158
Inscription Capital, LLC 880.01%0.27%0.66%Q4 2018Q3 20208
Newport Wealth Strategies, Inc. 880.22%0.44%0.82%Q4 2019Q3 20218
Ascendant Capital Management, LLC 531.72%2.72%4.28%Q4 2020Q1 20238
Cornerstone Financial Partners, LLC 880.10%1.29%3.28%Q1 2016Q4 20178
City State Bank 880.01%0.11%0.26%Q4 2021Q3 20238
Tuttle Capital Management, LLC 710.07%1.36%4.87%Q1 2014Q1 20198
HB Wealth Management, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.01%0.03%0.05%Q4 2021Q3 20238
WealthTrust Fairport, LLC 530.00%0.02%0.05%Q2 2013Q3 20188
AXXCESS WEALTH MANAGEMENT, LLC 880.01%0.07%0.13%Q4 2021Q3 20238
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 880.01%0.54%4.27%Q4 2015Q3 20178
EXCELSIA, INC. 880.72%5.95%20.95%Q3 2013Q2 20158
Lindbrook Capital, LLC 410.01%0.12%0.32%Q1 2020Q4 20228
McClarren Financial Advisors, Inc. 610.00%0.05%0.07%Q4 2020Q3 20238
Aquire Wealth Advisors, LLC 880.13%0.21%0.27%Q4 2021Q3 20238
WINDWARD CAPITAL MANAGEMENT CO /CA 880.05%0.12%0.25%Q1 2016Q4 20178
JONES ROAD CAPITAL MANAGEMENT, L.P. 712.06%6.79%9.43%Q4 2020Q3 20238
EASTERLY INVESTMENT PARTNERS LLC 880.69%0.75%0.86%Q4 2021Q3 20238
GRIES FINANCIAL LLC 530.16%0.25%0.59%Q3 2021Q3 20238
Gary Goldberg Planning Services Inc 880.05%0.18%0.49%Q1 2013Q4 20148
Danda Trouve Investment Management, Inc. 530.00%0.09%0.40%Q4 2019Q4 20218
Fusion Family Wealth LLC 880.01%0.03%0.10%Q4 2016Q3 20188
West Branch Capital LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Ruggie Capital Group 410.02%0.34%1.10%Q2 2015Q3 20198
CIBC WORLD MARKETS CORP 410.03%0.56%1.44%Q1 2016Q2 20208
Context Capital Management, LLC 880.41%0.91%2.07%Q1 2018Q4 20198
Aft, Forsyth & Sober, LLC 881.64%5.34%11.96%Q4 2019Q3 20218
RMR Wealth Builders 410.02%0.55%1.86%Q4 2019Q2 20228
Bell Rock Capital LLC 710.00%0.03%0.21%Q4 2016Q2 20228
Stephens Consulting, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Beirne Wealth Consulting Services, LLC 880.15%0.29%0.45%Q4 2018Q3 20208
Bank of New Hampshire 880.03%0.05%0.08%Q4 2021Q3 20238
Rise Advisors, LLC 880.02%0.03%0.11%Q4 2021Q3 20238
Samalin Investment Counsel, LLC 710.17%0.29%0.50%Q4 2019Q4 20218
Annex Advisory Services, LLC 420.05%0.36%1.73%Q2 2013Q4 20188
Topel & Distasi Wealth Management, LLC 883.64%3.81%4.18%Q4 2021Q3 20238
Visionary Wealth Advisors 710.02%0.29%0.86%Q4 2019Q2 20238
Gainplan LLC 880.12%1.54%7.57%Q1 2018Q4 20198
CABOT WEALTH MANAGEMENT INC 880.03%0.13%0.17%Q2 2020Q1 20228
MARCO INVESTMENT MANAGEMENT LLC 880.15%0.17%0.19%Q4 2015Q3 20178
VICTORY CAPITAL MANAGEMENT INC 620.01%0.24%0.48%Q3 2019Q1 20238
Aspire Wealth Management Corp 882.22%3.28%4.37%Q4 2021Q3 20238
NORTHSTAR INVESTMENT ADVISORS LLC 881.62%1.86%2.10%Q2 2013Q1 20158
Stuart Chaussee & Associates, Inc. 710.02%0.76%5.93%Q2 2017Q4 20198
MKD WEALTH COACHES, LLC 880.20%0.40%0.67%Q4 2018Q3 20208
Mechanics Financial Corp 880.03%0.07%0.11%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.02%0.03%0.04%Q3 2021Q2 20238
Klingman & Associates, LLC 880.02%0.03%0.03%Q4 2014Q3 20168
Burns Matteson Capital Management, LLC 410.18%1.44%2.25%Q4 2020Q2 20238
CARY STREET PARTNERS ASSET MANAGEMENT LLC 510.01%0.08%0.19%Q4 2020Q3 20238
Redhawk Wealth Advisors, Inc. 880.07%1.19%2.32%Q1 2020Q4 20218
Security Financial Services, INC. 880.19%0.42%0.91%Q4 2021Q3 20238
Walker Asset Management, LLC 880.20%0.23%0.25%Q1 2022Q4 20238
DOHJ, LLC 880.23%0.58%1.23%Q2 2020Q1 20228
Fusion Investment Group, LLC 880.08%0.32%0.57%Q4 2013Q3 20158
Watermark Asset Management, Inc. 881.02%1.32%1.55%Q1 2017Q4 20188
TRIANGLE PEAK PARTNERS, LP 881.32%4.56%9.20%Q4 2013Q3 20158
MetLife Investment Management, LLC 880.04%3.04%7.12%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.02%0.04%Q4 2021Q3 20238
Stewardship Financial Advisors, LLC 510.01%2.08%3.83%Q4 2015Q4 20208
Ameritas Advisory Services, LLC 880.03%0.07%0.12%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.00%0.02%Q4 2021Q3 20238
Firestone Capital Management 880.00%0.02%0.05%Q4 2019Q3 20218
FLC Capital Advisors 880.08%2.80%5.08%Q2 2020Q1 20228
HawsGoodwin Investment Management LLC 880.01%3.48%8.11%Q4 2019Q3 20218
Empirical Asset Management, LLC 880.22%0.27%0.31%Q4 2021Q3 20238
NORTHSTAR ASSET MANAGEMENT INC 880.17%0.19%0.21%Q1 2021Q4 20228
MCIA Inc 620.01%1.58%5.18%Q2 2017Q1 20218
Congress Wealth Management LLC / DE / 880.04%0.06%0.10%Q4 2021Q3 20238
GDS Wealth Management 880.13%3.15%6.54%Q4 2021Q3 20238
Finer Wealth Management, Inc. 880.18%0.84%1.53%Q4 2021Q3 20238
CBIZ Investment Advisory Services, LLC 880.02%0.03%0.05%Q4 2019Q3 20218
PROFESSIONAL PLANNING 880.72%1.11%1.88%Q4 2019Q3 20218
Argent Trust Co 320.02%0.11%0.18%Q1 2015Q3 20208
BAIRD ROBERT W & CO INC /WI/ 880.06%0.18%0.35%Q2 2013Q1 20158
Mizuho Trust & Banking Co., Ltd. 410.26%5.08%11.53%Q4 2017Q2 20208
PATTON ALBERTSON MILLER GROUP, LLC 880.05%0.48%1.02%Q2 2020Q1 20228
MONEY CONCEPTS CAPITAL CORP 620.01%0.06%0.19%Q4 2020Q1 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.22%0.32%0.47%Q4 2021Q3 20238
Ascent Group, LLC 880.12%0.28%0.41%Q4 2021Q3 20238
Intelligence Driven Advisers, LLC 770.08%3.69%10.49%Q2 2020Q4 20217
CSS LLC/IL 510.02%0.12%0.36%Q4 2019Q4 20217
ONE Advisory Partners, LLC 510.13%4.09%8.53%Q2 2020Q3 20237
MOULTON WEALTH MANAGEMENT, INC 773.70%14.63%25.12%Q4 2020Q2 20227
PATHSTONE FAMILY OFFICE, LLC 410.00%0.01%0.02%Q2 2013Q3 20237
Western Asset Management Company, LLC 7770.31%72.71%76.12%Q2 2020Q4 20217
HAZLETT, BURT & WATSON, INC. 770.03%0.04%0.08%Q1 2022Q3 20237
NWI MANAGEMENT LP 510.14%1.20%2.10%Q1 2016Q2 20207
SPINNAKER TRUST 610.02%0.08%0.37%Q2 2013Q4 20177
SOLARIS ASSET MANAGEMENT LLC 770.38%0.47%0.55%Q2 2016Q4 20177
TCF National Bank 770.18%0.23%0.27%Q3 2019Q1 20217
Hefty Wealth Partners 520.03%1.48%2.69%Q4 2015Q4 20177
Sand Hill Global Advisors, LLC 610.04%0.82%1.12%Q2 2017Q1 20207
First Washington CORP 771.76%1.92%2.09%Q1 2017Q3 20187
QS Investors, LLC 410.00%0.01%0.04%Q4 2014Q1 20197
Demars Financial Group, LLC 770.20%0.32%0.47%Q2 2020Q4 20217
SOROS CAPITAL MANAGEMENT LLC 770.24%2.55%5.04%Q1 2022Q3 20237
Asset Allocation & Management Company, LLC 771.80%2.97%5.01%Q1 2022Q3 20237
Merit Financial Group, LLC 770.02%0.05%0.12%Q1 2022Q3 20237
Accuvest Global Advisors 770.14%1.52%2.59%Q2 2013Q4 20147
Avitas Wealth Management LLC 770.16%0.23%0.55%Q2 2020Q4 20217
Magnus Financial Group LLC 770.03%0.04%0.06%Q2 2020Q4 20217
Camarda Financial Advisors, LLC 310.00%1.34%3.72%Q2 2013Q2 20237
DUBUQUE BANK & TRUST CO 320.00%0.01%0.02%Q3 2015Q2 20187
Tyler-Stone Wealth Management 520.01%0.05%0.10%Q4 2021Q3 20237
Weaver Consulting Group 770.00%0.02%0.05%Q1 2019Q3 20207
Clark Capital Management Group, Inc. 510.02%0.24%0.38%Q2 2013Q3 20237
H&H Retirement Design & Management INC 430.30%3.00%7.21%Q1 2020Q4 20217
Allegis Investment Advisors, LLC 310.07%0.90%2.57%Q4 2015Q1 20187
FOUNDERS BANK & TRUST 770.08%0.15%0.18%Q2 2013Q4 20147
State of New Jersey Common Pension Fund D 610.20%0.35%0.66%Q2 2017Q3 20237
SAWGRASS ASSET MANAGEMENT LLC 770.04%0.05%0.05%Q1 2022Q3 20237
Hutchin Hill Capital, LP 320.77%2.09%2.95%Q1 2015Q1 20177
Castle Rock Wealth Management, LLC 770.26%0.78%1.18%Q2 2020Q4 20217
AMERICAN NATIONAL BANK & TRUST CO /VA/ 770.10%0.28%0.38%Q2 2014Q4 20157
NORRIS PERNE & FRENCH LLP/MI 430.04%0.07%0.10%Q4 2014Q4 20167
SWISS RE LTD 7745.67%60.68%69.49%Q1 2015Q3 20167
WEXFORD CAPITAL LP 310.05%0.67%3.54%Q3 2016Q3 20207
Placemark Investments, Inc. 770.12%0.18%0.28%Q2 2013Q4 20147
FCG ADVISORS, LLC 610.07%0.08%0.17%Q2 2017Q2 20207
Atria Wealth Solutions, Inc. 770.27%0.33%0.38%Q1 2022Q3 20237
V Wealth Advisors LLC 410.10%0.37%1.19%Q4 2016Q2 20207
SENTINEL ASSET MANAGEMENT, INC. 771.84%3.03%6.48%Q1 2016Q3 20177
JGP Wealth Management, LLC 773.40%4.09%4.46%Q2 2018Q4 20197
FURE FINANCIAL CORP 610.02%3.41%8.23%Q4 2019Q4 20217
Donoghue Forlines LLC 430.04%2.83%7.86%Q4 2017Q4 20207
Independent Advisor Alliance 310.01%0.17%0.58%Q1 2017Q3 20237
Kore Private Wealth LLC 770.00%0.04%0.09%Q4 2018Q2 20207
Northstar Advisory Group, LLC 320.24%0.99%3.58%Q4 2020Q4 20227
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.02%0.22%0.49%Q1 2022Q3 20237
PAX Financial Group, LLC 510.12%4.15%6.71%Q1 2020Q3 20237
SOUTH GEORGIA CAPITAL, LLC 610.06%0.14%0.21%Q4 2013Q3 20157
Capula Management Ltd 310.11%1.52%4.30%Q3 2016Q1 20237
Investments & Financial Planning, LLC 430.61%0.78%0.92%Q4 2021Q3 20237
Parisi Gray Wealth Management 610.00%0.01%0.03%Q4 2017Q2 20217
Intellectus Partners, LLC 610.00%0.11%0.39%Q2 2017Q1 20197
Edge Advisors, LLC 770.01%0.01%0.01%Q4 2016Q2 20187
Ironwood Financial, llc 770.00%0.00%0.01%Q1 2020Q3 20217
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 520.06%0.38%0.80%Q4 2019Q3 20237
New England Investment & Retirement Group, Inc. 610.12%1.56%3.66%Q1 2017Q3 20217
Goelzer Investment Management, Inc. 770.04%0.04%0.06%Q1 2014Q3 20157
OAK HARBOR WEALTH PARTNERS, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
ICA Group Wealth Management, LLC 770.06%0.51%1.00%Q1 2022Q3 20237
Warwick Investment Management, Inc. 430.51%0.77%1.07%Q4 2021Q3 20237
Silverleafe Capital Partners, LLC 772.28%2.94%4.06%Q2 2020Q4 20217
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.04%0.12%Q4 2021Q2 20237
CV Advisors LLC 521.06%1.39%1.85%Q4 2021Q3 20237
Dominick & Dominick LLC 770.38%0.50%0.76%Q2 2013Q4 20147
D'Orazio & Associates, Inc. 610.00%0.01%0.01%Q4 2013Q3 20217
Capital Advisory Group Advisory Services, LLC 310.00%0.00%0.01%Q1 2018Q3 20207
Kellett Wealth Advisors, LLC 770.32%0.45%0.66%Q4 2021Q2 20237
FIRST NATIONAL BANK OF OMAHA 770.12%0.18%0.29%Q2 2013Q4 20147
Bowie Capital Management, LLC 770.06%0.22%0.50%Q1 2020Q3 20217
Alley Investment Management Company, LLC 772.71%2.93%3.26%Q1 2022Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.15%0.19%0.23%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.05%0.08%0.11%Q4 2020Q2 20227
Intergy Private Wealth, LLC 770.20%0.27%0.31%Q1 2022Q3 20237
One Capital Management, LLC 430.02%0.13%0.26%Q4 2021Q3 20237
ICON ADVISERS INC/CO 210.02%0.09%0.17%Q2 2013Q3 20237
First PREMIER Bank 770.01%0.02%0.04%Q1 2022Q3 20237
PRINCETON CAPITAL MANAGEMENT LLC 770.01%0.01%0.02%Q1 2018Q3 20197
Graves Light Lenhart Wealth, Inc. 770.02%0.02%0.02%Q4 2020Q2 20227
Johns Hopkins University 776.02%22.40%49.95%Q2 2021Q4 20227
Teamwork Financial Advisors, LLC 770.12%0.31%0.76%Q2 2020Q4 20217
ShoreHaven Wealth Partners, LLC 771.18%2.73%4.41%Q1 2022Q3 20237
CETERA INVESTMENT MANAGEMENT LLC 772.30%3.49%4.42%Q4 2015Q2 20177
CARL DOMINO INC 610.17%0.27%0.49%Q2 2013Q2 20167
Kistler-Tiffany Companies, LLC 610.01%0.04%0.16%Q2 2013Q2 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.24%0.35%0.63%Q2 2013Q4 20147
Graypoint LLC 770.18%0.49%1.17%Q1 2022Q3 20237
TODD ASSET MANAGEMENT LLC 410.01%0.01%0.01%Q1 2019Q2 20217
Sage Advisory Services, Ltd.Co. 310.02%0.39%2.31%Q2 2013Q4 20197
GODSEY & GIBB, INC 410.00%0.03%0.08%Q2 2021Q3 20237
FundX Investment Group, LLC 211.91%7.43%14.89%Q4 2014Q4 20207
SHAPIRO ROBERT N 770.26%0.28%0.30%Q2 2013Q4 20147
AlphaCentric Advisors LLC 310.01%0.03%0.05%Q2 2020Q2 20237
Semmax Financial Advisors Inc. 310.00%0.01%0.06%Q4 2018Q3 20227
MONECO Advisors, LLC 770.12%0.25%0.38%Q1 2020Q3 20217
Walleye Capital LLC 550.04%0.12%0.22%Q3 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.10%0.20%Q1 2021Q4 20227
LEAVELL INVESTMENT MANAGEMENT, INC. 520.06%0.36%0.46%Q3 2010Q3 20127
Beacon Capital Management, LLC 770.02%0.04%0.06%Q1 2022Q3 20237
Crossmark Global Holdings, Inc. 610.01%0.01%0.01%Q3 2016Q4 20187
UBS OCONNOR LLC 210.04%0.42%1.02%Q4 2014Q2 20237
Slow Capital, Inc. 310.04%0.19%0.40%Q1 2018Q3 20217
High Note Wealth, LLC 771.27%1.35%1.44%Q4 2020Q2 20227
Commonwealth Financial Services, LLC 770.00%0.01%0.01%Q4 2014Q2 20167
Virtu Financial LLC 430.02%0.09%0.16%Q3 2017Q3 20197
Kavar Capital Partners, LLC 320.01%0.01%0.01%Q4 2013Q2 20187
Johnson Midwest Financial, LLC 610.00%0.16%1.11%Q4 2020Q1 20237
Rockbridge Investment Management, LCC 770.02%0.03%0.04%Q2 2020Q4 20217
BTS Asset Management, Inc. 770.01%1.64%8.21%Q2 2019Q4 20207
Private Ocean, LLC 410.00%0.00%0.01%Q2 2019Q1 20226
DOCK STREET ASSET MANAGEMENT INC 660.05%0.36%1.55%Q4 2020Q1 20226
Crow Point Partners, LLC 660.01%0.13%0.44%Q3 2016Q4 20176
SlateStone Wealth, LLC 660.05%0.07%0.09%Q2 2022Q3 20236
Ballentine Partners, LLC 410.02%0.06%0.12%Q2 2017Q3 20206
PAYDEN & RYGEL 420.02%0.86%3.06%Q4 2018Q4 20226
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 510.00%0.00%0.01%Q3 2014Q2 20236
Quad-Cities Investment Group, LLC 660.01%0.01%0.01%Q2 2018Q3 20196
O'Dell Group, LLC 510.00%0.00%0.01%Q3 2021Q2 20236
COHEN & STEERS, INC. 410.00%0.01%0.07%Q4 2020Q3 20236
PRIO WEALTH LIMITED PARTNERSHIP 660.02%0.02%0.03%Q3 2019Q4 20206
THOROUGHBRED FINANCIAL SERVICES, LLC 660.06%0.11%0.19%Q3 2020Q4 20216
MCDONALD PARTNERS LLC 660.17%0.28%0.50%Q4 2020Q1 20226
PERSONAL CFO SOLUTIONS, LLC 330.10%0.15%0.18%Q2 2021Q2 20236
NKCFO LLC 660.12%0.30%0.55%Q3 2019Q4 20206
Lansing Street Advisors 660.08%0.11%0.14%Q1 2022Q2 20236
Trellus Management Company, LLC 310.28%0.64%1.44%Q2 2013Q4 20186
Pinnacle Family Advisors, LLC 510.35%0.41%0.47%Q1 2020Q4 20216
1919 Investment Counsel, LLC 660.08%0.09%0.10%Q2 2013Q3 20146
Spectrum Asset Management, Inc. 110.04%0.49%0.90%Q4 2016Q1 20226
Nachman Norwood & Parrott, Inc 660.20%0.35%0.50%Q1 2020Q2 20216
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 310.00%0.00%0.00%Q2 2020Q4 20226
UNIVERSITY OF CHICAGO 6655.48%89.30%97.63%Q4 2012Q1 20146
MARINO, STRAM & ASSOCIATES LLC 660.01%0.01%0.02%Q4 2017Q1 20196
COMMUNITY BANK SYSTEM, INC. 660.11%0.13%0.16%Q2 2013Q3 20146
NewFocus Financial Group, LLC 330.09%0.10%0.12%Q2 2019Q4 20206
MTC Wealth Management LLC 661.49%8.39%15.25%Q2 2022Q3 20236
FIRST HAWAIIAN BANK 330.00%0.05%0.12%Q3 2018Q3 20236
Waldron Private Wealth LLC 510.04%0.42%0.70%Q4 2013Q1 20196
Blue Trust, Inc. 660.00%0.01%0.03%Q2 2022Q3 20236
Napier Park Global Capital (US) LP 2130.57%63.29%89.67%Q4 2016Q2 20226
Sunflower Bank, N.A. 660.04%0.22%0.63%Q4 2020Q1 20226
Coombe, Bender & Co LLC 660.83%0.95%1.03%Q2 2022Q3 20236
Kernodle & Katon Asset Management Group, LLC 660.00%0.05%0.08%Q4 2015Q1 20176
Hofer & Associates. Inc 660.29%0.31%0.35%Q4 2021Q1 20236
TECTONIC ADVISORS LLC 310.00%0.02%0.10%Q4 2020Q4 20226
BOSTON FINANCIAL MANGEMENT LLC 510.01%0.48%0.74%Q2 2016Q4 20196
BEACON INVESTMENT ADVISORY SERVICES, INC. 330.06%0.18%0.38%Q1 2016Q1 20186
Rye Brook Capital LLC 669.90%17.03%26.92%Q2 2022Q3 20236
Robinson Value Management, Ltd. 660.58%0.70%0.85%Q4 2020Q1 20226
Rede Wealth, LLC 660.11%0.17%0.20%Q4 2020Q1 20226
Alpha Cubed Investments, LLC 220.02%0.19%0.63%Q1 2015Q1 20236
E Fund Management Co., Ltd. 660.06%0.07%0.08%Q2 2022Q3 20236
Pettinga Financial Advisors LLC 210.07%0.14%0.17%Q4 2018Q3 20236
KMS FINANCIAL SERVICES, INC 660.08%0.16%0.28%Q2 2013Q3 20146
Caerus Investment Advisors, LLC 660.44%0.50%0.59%Q4 2021Q1 20236
LVW Advisors, LLC 660.07%0.12%0.17%Q2 2020Q3 20216
FourThought Financial, LLC 420.00%0.01%0.01%Q4 2020Q3 20226
Corbenic Partners LLC 660.01%0.03%0.09%Q3 2013Q4 20146
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 660.40%0.44%0.48%Q2 2022Q3 20236
Capital Wealth Planning, LLC 310.00%0.01%0.02%Q2 2019Q1 20236
SigFig Wealth Management, LLC 410.02%0.15%0.26%Q2 2020Q3 20236
Baltimore-Washington Financial Advisors, Inc. 660.00%0.02%0.03%Q4 2013Q1 20156
Glovista Investments LLC 510.25%3.19%6.44%Q3 2013Q2 20226
JB Capital LLC 660.06%0.24%0.94%Q2 2022Q3 20236
Householder Group Estate & Retirement Specialist, LLC 410.11%0.25%0.34%Q4 2021Q3 20236
Visionary Asset Management, Inc. 510.00%0.35%0.86%Q2 2013Q4 20146
Lifeworks Advisors, LLC 510.12%1.15%2.53%Q4 2021Q3 20236
HARRELL INVESTMENT PARTNERS, LLC 661.28%1.74%3.12%Q4 2019Q1 20216
Karn, Couzens & Associates, Inc. 660.20%0.44%0.90%Q4 2020Q1 20226
Ackerman Capital Advisors, LLC 660.05%0.08%0.09%Q3 2021Q4 20226
Banco BTG Pactual S.A. 420.76%4.69%9.97%Q3 2020Q3 20236
Lloyd Advisory Services, LLC. 660.00%0.15%0.44%Q4 2019Q1 20216
Stokes Family Office, LLC 510.03%0.04%0.08%Q1 2021Q3 20236
Fortis Capital Management LLC 660.10%0.28%0.49%Q2 2022Q3 20236
Industrial Alliance Investment Management Inc. 660.02%1.04%2.06%Q4 2021Q1 20236
QCI ASSET MANAGEMENT INC/NY 660.03%0.03%0.03%Q2 2020Q3 20216
Arcus Capital Partners, LLC 510.10%0.57%0.71%Q4 2016Q3 20196
ANGELO GORDON & CO., L.P. 310.52%5.19%26.18%Q2 2018Q1 20206
Euclid Advisors LLC 420.40%0.41%0.44%Q3 2013Q2 20166
SURIENCE PRIVATE WEALTH LLC 660.39%1.24%4.82%Q1 2022Q2 20236
Liberty Mutual Group Asset Management Inc. 510.07%13.05%17.82%Q4 2017Q1 20226
BRAVE ASSET MANAGEMENT INC 510.01%0.01%0.01%Q2 2015Q4 20176
BlackRock Japan Co. Ltd 660.01%0.14%0.34%Q3 2015Q4 20166
MANCHESTER FINANCIAL INC 510.02%0.04%0.05%Q2 2019Q4 20206
Modus Advisors, LLC 510.02%1.92%2.35%Q2 2020Q4 20236
SYMONS CAPITAL MANAGEMENT INC 510.08%0.34%0.41%Q2 2019Q3 20216
Tradewinds, LLC. 660.18%0.38%0.48%Q2 2022Q3 20236
New Vernon Capital Holdings II LLC 660.70%1.00%1.45%Q2 2016Q3 20176
Anson Capital, Inc. 660.37%3.94%7.75%Q4 2021Q1 20236
PHILADELPHIA TRUST CO 510.02%0.03%0.03%Q2 2013Q3 20216
Avion Wealth 660.01%0.01%0.02%Q2 2022Q3 20236
Blue Sky Asset Management, LLC 330.09%0.17%0.27%Q2 2017Q2 20206
Olympiad Research LP 660.14%0.55%0.80%Q1 2021Q2 20226
Orinda Asset Management LLC 660.10%0.15%0.20%Q2 2013Q3 20146
Joule Financial, LLC 661.05%6.15%9.85%Q2 2022Q3 20236
WESPAC Advisors, LLC 310.15%1.25%2.05%Q4 2014Q3 20216
WOODWARD DIVERSIFIED CAPITAL, LLC 510.19%0.32%0.50%Q1 2021Q3 20226
MEMBERS CAPITAL ADVISORS INC 510.16%9.33%17.95%Q4 2020Q4 20226
FOCUS Wealth Advisors, LLC 661.19%1.44%1.66%Q4 2020Q1 20226
BTR CAPITAL MANAGEMENT INC 660.06%0.08%0.09%Q2 2021Q3 20226
Monument Capital Management 330.33%0.89%2.43%Q2 2021Q4 20226
Orion Capital Management LLC 660.33%0.57%0.76%Q4 2020Q1 20226
TDAM USA INC. 510.01%0.15%0.86%Q3 2013Q3 20156
McAdams Wright Ragen, Inc. 660.08%0.11%0.17%Q2 2013Q3 20146
20/20 Capital Management, Inc. 660.16%0.40%0.93%Q1 2020Q2 20216
NorthCoast Asset Management LLC 660.02%0.15%0.40%Q2 2020Q3 20216
Atlantic Union Bankshares Corp 660.02%0.03%0.04%Q1 2020Q2 20216
CYPRESS FINANCIAL PLANNING LLC 660.52%0.70%0.88%Q2 2022Q3 20236
MOORE CAPITAL MANAGEMENT, LP 310.26%1.07%3.49%Q1 2016Q2 20226
Fosun International Ltd 512.61%3.97%4.61%Q4 2019Q3 20216
RIVERNORTH CAPITAL MANAGEMENT, LLC 510.06%0.10%0.14%Q1 2021Q3 20236
Richwood Investment Advisors, LLC 660.60%0.74%0.92%Q4 2021Q1 20236
3D/L Capital Management, LLC 660.06%0.07%0.10%Q1 2021Q2 20226
Lokken Investment Group LLC 510.16%0.46%1.74%Q1 2012Q4 20216
Forum Private Client Group LLC 660.16%0.29%0.40%Q1 2022Q2 20236
ASPIRIANT, LLC 310.01%0.07%0.20%Q1 2017Q4 20216
OAKWOOD CAPITAL MANAGEMENT LLC/CA 660.17%0.21%0.26%Q1 2018Q2 20196
Roger Wittlin Investment Advisory, LLC 410.34%1.51%2.55%Q4 2021Q3 20236
Busey Bank 510.02%0.05%0.19%Q4 2018Q3 20236
Portfolio Strategies Inc 410.21%1.18%2.25%Q4 2013Q2 20176
Bishop & Co Investment Management, LLC 662.17%3.39%7.11%Q2 2022Q3 20236
VESTOR CAPITAL, LLC 660.00%0.01%0.01%Q4 2020Q1 20226
SWS Partners 310.03%0.07%0.10%Q4 2017Q3 20236
VALLEY WEALTH MANAGERS, INC. 660.00%0.05%0.07%Q2 2022Q3 20236
Southern Farm Bureau Life Insurance 665.74%6.59%7.87%Q4 2020Q1 20226
Stifel Trust Company, N.A. 660.04%0.05%0.06%Q2 2013Q3 20146
Hanson & Doremus Investment Management 660.01%0.02%0.02%Q4 2016Q1 20186
Strategic Equity Management 661.12%3.14%5.04%Q4 2020Q1 20226
BLUEFIN CAPITAL MANAGEMENT, LLC 320.00%0.04%0.16%Q3 2020Q4 20216
Smithfield Trust Co 660.01%0.01%0.02%Q2 2013Q3 20146
Paragon Capital Management LLC 510.23%0.27%0.33%Q1 2020Q3 20216
Blue Chip Partners, LLC 410.03%0.05%0.09%Q1 2018Q3 20225
Peak Asset Management, LLC 550.05%0.42%0.66%Q2 2020Q2 20215
Spectrum Asset Management, Inc. (NB/CA) 550.06%1.69%3.90%Q3 2020Q3 20215
Leisure Capital Management 550.18%0.21%0.26%Q2 2016Q2 20175
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q2 2013Q2 20225
McNamara Financial Services, Inc. 550.21%0.32%0.71%Q4 2014Q4 20155
Graticule Asia Macro Advisors LLC 210.53%11.01%28.44%Q2 2015Q4 20225
Caprock Group, LLC 550.05%0.18%0.30%Q1 2016Q1 20175
Trust Asset Management LLC 210.02%0.02%0.02%Q3 2011Q1 20165
HC FINANCIAL ADVISORS INC 550.00%0.00%0.01%Q2 2021Q2 20225
PARK NATIONAL CORP /OH/ 550.05%0.06%0.10%Q4 2022Q4 20235
Independence Advisors, LLC 410.01%0.04%0.14%Q2 2016Q3 20205
American Financial Network Advisory Services LLC 550.13%0.17%0.27%Q3 2017Q3 20185
Transform Wealth, LLC 550.03%0.05%0.08%Q1 2020Q1 20215
VALLEY NATIONAL BANCORP 551.84%2.02%2.45%Q4 2013Q4 20145
USS Investment Management Ltd 552.54%2.93%3.36%Q2 2020Q2 20215
First Command Financial Services, Inc. 210.00%12.45%62.20%Q4 2016Q4 20185
RAY GERALD L & ASSOCIATES LTD 550.25%0.32%0.41%Q3 2016Q3 20175
Financial Management Professionals, Inc. 210.00%0.01%0.02%Q2 2016Q4 20225
Colonial Trust Advisors 550.01%0.01%0.01%Q3 2022Q3 20235
Premia Global Advisors, LLC 320.08%0.21%0.35%Q4 2017Q2 20195
Portfolio Solutions, LLC 550.00%0.00%0.01%Q1 2017Q1 20185
Edmond de Rothschild (Europe) 410.06%0.20%0.31%Q2 2015Q3 20165
Moneda S.A. Administradora General de Fondos 550.24%0.36%0.46%Q3 2022Q3 20235
Deer Park Road Corp 210.65%2.86%8.92%Q4 2018Q2 20225
Clear Perspective Advisors, LLC 550.00%0.00%0.00%Q2 2017Q2 20185
Rotella Capital Management, Inc. 551.38%2.89%6.28%Q4 2013Q4 20145
Lombard Odier Transatlantic Ltd 550.05%0.09%0.13%Q4 2014Q4 20155
ACT Advisors, LLC. 550.58%0.65%0.87%Q4 2020Q4 20215
PFM Asset Management LLC 550.18%0.32%0.48%Q4 2018Q4 20195
Private Wealth Group, LLC 411.70%1.87%2.20%Q4 2017Q4 20195
BSW Wealth Partners 320.04%0.05%0.06%Q4 2021Q1 20235
MPS Loria Financial Planners, LLC 410.02%0.02%0.02%Q2 2017Q1 20215
CAHABA WEALTH MANAGEMENT, INC. 550.07%0.14%0.19%Q3 2017Q3 20185
Saba Capital Management, L.P. 310.07%0.41%1.10%Q1 2014Q4 20155
VANGUARD GROUP INC 320.00%0.00%0.01%Q2 2019Q3 20235
Legacy Wealth Partners, Inc. 551.02%2.13%4.13%Q4 2019Q4 20205
TIEDEMANN ADVISORS, LLC 310.02%0.30%0.53%Q2 2017Q3 20205
Ally Financial Inc. 552.58%4.47%6.64%Q1 2015Q1 20165
Advanced Asset Management Advisors Inc 550.00%0.01%0.01%Q4 2019Q4 20205
Pharo Management, Inc. 443.20%42.11%100.00%Q4 2022Q3 20235
FinTrust Investment Advisory Services, LLC 320.23%0.65%1.22%Q2 2013Q1 20185
MU Investments Co., Ltd. 210.18%0.31%0.48%Q2 2014Q4 20155
RiverFront Investment Group, LLC 410.08%1.98%3.42%Q4 2008Q4 20225
Ipswich Investment Management Co., Inc. 550.47%0.52%0.58%Q2 2020Q2 20215
FIRST HORIZON CORP 410.05%0.07%0.10%Q2 2013Q2 20215
Biondo Investment Advisors, LLC 550.21%0.24%0.29%Q2 2013Q2 20145
Ensign Peak Advisors, Inc 550.01%0.01%0.02%Q4 2019Q4 20205
D L CARLSON INVESTMENT GROUP INC 410.07%0.12%0.15%Q2 2013Q4 20165
Legacy Financial Advisors, Inc. 550.01%0.01%0.01%Q4 2017Q4 20185
FINANCIAL LIFE ADVISORS 550.89%1.36%1.69%Q3 2022Q3 20235
Global X Management CO LLC 210.01%0.09%0.21%Q1 2015Q3 20175
BARRETT & COMPANY, INC. 550.04%0.05%0.05%Q3 2022Q3 20235
Serengeti Asset Management LP 321.57%9.89%20.68%Q1 2018Q2 20195
DAVIS R M INC 310.01%0.01%0.02%Q2 2018Q1 20225
Laurion Capital Management LP 210.12%0.92%1.89%Q2 2021Q2 20225
Versant Capital Management, Inc 550.03%0.04%0.05%Q4 2015Q4 20165
Patriot Wealth Management, Inc. 550.13%0.18%0.24%Q4 2017Q4 20185
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.00%0.01%Q2 2019Q4 20205
HighVista Strategies LLC 550.02%0.05%0.07%Q2 2013Q2 20145
LEVITT CAPITAL MANAGEMENT LLC 554.94%7.47%11.35%Q2 2013Q2 20145
Mount Yale Investment Advisors, LLC 410.06%0.15%0.22%Q2 2020Q3 20235
Amundi 320.00%0.01%0.01%Q4 2021Q1 20235
BB&T INVESTMENT SERVICES, INC. 550.12%0.48%0.93%Q4 2016Q4 20175
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 310.05%0.09%0.12%Q2 2018Q1 20225
Essex Financial Services, Inc. 310.03%0.08%0.14%Q2 2013Q3 20235
EXCALIBUR MANAGEMENT CORP 550.22%0.24%0.28%Q2 2013Q2 20145
Great Point Wealth Advisors, LLC 550.36%0.39%0.44%Q4 2018Q4 20195
MCKINLEY CAPITAL MANAGEMENT LLC 550.00%0.00%0.00%Q3 2016Q3 20175
GENWORTH FINANCIAL INC 410.00%36.89%97.73%Q2 2013Q3 20215
WBH ADVISORY INC 320.28%0.59%0.76%Q2 2022Q3 20235
OXFORD FINANCIAL GROUP, LTD. LLC 550.00%0.00%0.01%Q1 2021Q1 20225
RONALD BLUE & CO LLC 550.04%0.08%0.11%Q2 2016Q2 20175
Claro Advisors LLC 410.10%0.25%0.54%Q4 2018Q3 20235
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 311.70%4.57%6.61%Q3 2016Q3 20195
Apexium Financial, LP 550.03%0.04%0.05%Q3 2022Q3 20235
BOSTON PRIVATE BANK & TRUST CO 320.00%0.00%0.00%Q2 2013Q1 20155
Allred Capital Management, LLC 210.03%0.16%0.28%Q4 2018Q2 20225
WEST BANCORPORATION INC 410.03%0.16%0.21%Q4 2019Q4 20215
Partners Value Investments L.P. 410.00%0.07%0.11%Q3 2020Q3 20235
DODGE & COX 210.00%0.23%0.49%Q1 2016Q2 20225
Trail Ridge Investment Advisors, LLC 550.15%0.27%0.46%Q4 2021Q4 20225
Granite Bay Wealth Management, LLC 410.09%0.22%0.31%Q4 2021Q3 20235
Knuff & Co LLC 550.01%0.27%0.54%Q1 2020Q1 20215
Zullo Investment Group, Inc. 550.05%0.09%0.14%Q4 2021Q4 20225
NEIRG Wealth Management, LLC 410.10%0.85%1.11%Q4 2021Q2 20235
KENFARB & CO. 550.12%0.12%0.12%Q3 2022Q3 20235
Gouws Capital LLC 550.59%0.62%0.65%Q3 2022Q3 20235
EPIQ Capital Group, LLC 410.16%0.22%0.24%Q4 2019Q3 20235
OLIVER LAGORE VANVALIN INVESTMENT GROUP 320.00%0.02%0.07%Q1 2022Q3 20235
ORSER CAPITAL MANAGEMENT, LLC 550.28%0.74%1.21%Q4 2020Q4 20215
MATRIX PRIVATE CAPITAL GROUP LLC 550.01%0.09%0.23%Q4 2019Q4 20205
Latitude Advisors, LLC 210.06%0.69%1.36%Q4 2020Q1 20235
WASHBURN CAPITAL MANAGEMENT, INC. 551.64%2.66%3.46%Q4 2019Q4 20205
ARS Wealth Advisors, LLC 550.13%0.20%0.23%Q3 2015Q3 20165
Americana Partners, LLC 310.06%0.22%0.44%Q4 2019Q3 20235
Lineweaver Wealth Advisors, LLC 550.92%1.72%2.84%Q3 2022Q3 20235
American Trust 410.02%0.03%0.04%Q1 2022Q2 20235
Professional Financial Advisors, LLC 410.01%0.16%0.74%Q4 2019Q3 20225
Cassady Schiller Wealth Management, LLC 410.01%0.01%0.02%Q4 2021Q3 20235
Atlas Private Wealth Management, LLC 550.01%0.02%0.02%Q4 2019Q4 20205
Cascadia Advisory Services, LLC 320.27%0.33%0.39%Q2 2020Q3 20215
CoreCap Advisors, LLC 550.03%0.09%0.12%Q4 2021Q4 20225
Meadow Creek Wealth Advisors LLC 410.46%0.54%0.77%Q4 2019Q3 20225
CarsonAllaria Wealth Management, Ltd. 320.01%0.02%0.02%Q4 2021Q3 20235
Summit Place Financial Advisors, LLC 550.32%0.41%0.45%Q1 2021Q1 20225
Independent Wealth Network Inc. 320.13%0.24%0.40%Q3 2021Q3 20235
DERBY & COMPANY, INC 550.05%0.06%0.08%Q3 2020Q3 20215
Menard Financial Group LLC 552.24%3.55%5.65%Q1 2020Q1 20215
Integrity Financial Corp /WA 550.00%0.00%0.01%Q4 2021Q4 20225
High Net Worth Advisory Group LLC 550.02%0.02%0.02%Q4 2021Q4 20225
Westshore Wealth, LLC 559.20%9.53%9.95%Q2 2022Q2 20235
Truadvice, LLC 320.07%0.23%0.62%Q3 2020Q3 20235
Symetra Investment Management Co 5517.94%83.59%100.00%Q1 2020Q1 20215
Strengthening Families & Communities, LLC 550.00%0.01%0.01%Q4 2021Q4 20225
EMFO, LLC 550.02%0.02%0.02%Q2 2021Q2 20225
Smallwood Wealth Investment Management, LLC 550.78%0.84%0.91%Q3 2022Q3 20235
Walkner Condon Financial Advisors LLC 550.19%0.26%0.35%Q4 2020Q4 20215
Connectus Wealth, LLC 320.00%0.04%0.13%Q1 2022Q3 20235
Colonial Trust Co / SC 550.04%0.05%0.06%Q3 2022Q3 20235
Advisor Resource Council 550.17%0.43%0.83%Q2 2021Q2 20225
Tri-Star Advisors Inc. 411.11%6.59%11.24%Q2 2020Q3 20225
Source Financial Advisors LLC 320.11%0.33%0.56%Q4 2020Q3 20235
Coppell Advisory Solutions LLC 410.13%1.16%2.91%Q4 2020Q3 20235
PATRON PARTNERS, LLC 410.40%0.56%0.68%Q4 2020Q4 20225
EDMOND DE ROTHSCHILD (SUISSE) S.A. 550.04%0.07%0.12%Q3 2015Q3 20165
Gupta Wealth Management LLC 553.12%4.15%4.75%Q1 2015Q1 20165
Akaloa Resource Foundation 5551.69%55.91%65.76%Q4 2015Q4 20165
Farmers National Bank 550.02%0.08%0.17%Q2 2017Q2 20185
Activest Wealth Management 210.02%0.03%0.05%Q1 2022Q3 20234
NIXON PEABODY TRUST CO 440.20%0.32%0.37%Q4 2015Q3 20164
Itau USA Asset Management Inc. 220.15%0.18%0.26%Q3 2013Q1 20164
UG Investment Advisers Ltd. 310.19%1.07%2.27%Q4 2020Q3 20234
WEALTH EFFECTS LLC 440.10%0.11%0.13%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.02%0.08%0.21%Q4 2022Q3 20234
Accurate Wealth Management, LLC 440.12%0.16%0.25%Q2 2022Q1 20234
First Citizens Asset Management, Inc. 440.21%0.27%0.43%Q4 2022Q3 20234
Executive Wealth Management, LLC 440.11%0.15%0.19%Q4 2018Q3 20194
Wells Financial Advisors INC 441.28%1.52%1.69%Q4 2020Q3 20214
DDFG, Inc 444.24%4.44%4.75%Q4 2022Q3 20234
Jessup Wealth Management, Inc 440.28%0.61%0.85%Q4 2022Q3 20234
J Arnold Wealth Management Co 440.00%0.00%0.01%Q3 2020Q2 20214
KEELEY ASSET MANAGEMENT CORP 440.01%0.02%0.03%Q1 2016Q4 20164
Schonfeld Strategic Advisors LLC 210.00%0.16%0.48%Q4 2022Q3 20234
New Republic Capital, LLC 440.12%0.15%0.19%Q4 2022Q3 20234
MONROE BANK & TRUST/MI 440.05%0.05%0.05%Q2 2013Q1 20144
IMA Wealth, Inc. 440.00%0.00%0.02%Q2 2018Q1 20194
FACTORY MUTUAL INSURANCE CO 440.17%0.30%0.35%Q4 2021Q3 20224
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 110.90%1.05%1.16%Q3 2013Q3 20154
Crewe Advisors LLC 210.00%0.01%0.01%Q1 2019Q4 20224
Family Asset Management, LLC 441.52%1.94%2.47%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.00%0.17%0.37%Q4 2022Q3 20234
Wealth & Pension Services Group, Inc. 440.70%0.78%0.91%Q4 2018Q3 20194
Financial Designs Corp 446.82%7.43%7.80%Q4 2022Q3 20234
BBVA USA Bancshares, Inc. 440.02%0.07%0.14%Q2 2020Q1 20214
FSA Wealth Management LLC 310.02%0.02%0.02%Q4 2019Q4 20204
Meeder Advisory Services, Inc. 440.16%0.24%0.34%Q4 2022Q3 20234
Biltmore Family Office, LLC 441.77%2.32%2.56%Q4 2017Q3 20184
Keystone Wealth Services, LLC 210.10%0.22%0.47%Q4 2021Q3 20234
NINE MASTS CAPITAL Ltd 440.71%0.85%1.01%Q2 2016Q1 20174
Cardan Capital Partners, LLC 440.04%0.17%0.57%Q2 2020Q1 20214
Etesian Wealth Advisors, Inc. 440.73%0.79%0.87%Q4 2022Q3 20234
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 440.01%0.01%0.01%Q4 2013Q3 20144
5th Street Advisors, LLC 448.40%9.68%10.75%Q4 2022Q3 20234
Beaumont Capital Management, LLC 310.39%1.24%2.15%Q4 2021Q3 20234
Fiduciary Planning LLC 310.00%1.28%5.11%Q1 2020Q1 20214
COLUMBIA ADVISORY PARTNERS LLC 440.22%1.01%3.23%Q4 2022Q3 20234
STEPH & CO 210.01%0.06%0.10%Q1 2020Q3 20234
U.S. Capital Wealth Advisors, LLC 440.01%0.04%0.07%Q4 2022Q3 20234
TCG Advisory Services, LLC 310.04%0.45%1.37%Q4 2020Q3 20234
Clarity Financial LLC 440.04%0.27%0.70%Q4 2020Q3 20214
National Wealth Management Group, LLC 310.23%0.67%0.87%Q4 2021Q1 20234
QVR LLC 330.09%1.90%3.97%Q3 2019Q1 20204
Wildcat Capital Management, LLC 442.26%3.64%4.18%Q1 2019Q4 20194
Wallace Advisory Group, LLC 440.16%0.17%0.18%Q4 2022Q3 20234
EXCHANGE TRADED CONCEPTS, LLC 310.77%3.43%5.04%Q4 2020Q4 20234
L.M. KOHN & COMPANY 210.09%0.10%0.12%Q1 2022Q3 20234
Park Place Capital Corp 440.29%0.32%0.40%Q4 2022Q3 20234
Veracity Capital LLC 440.30%0.66%0.80%Q2 2020Q1 20214
BANK OF KOREA 448.92%9.17%9.32%Q4 2022Q3 20234
MRA Associates USA LLC 440.03%0.10%0.21%Q4 2018Q3 20194
Sentinus, LLC 440.92%1.49%2.06%Q3 2022Q2 20234
Heartwood Wealth Advisors LLC 440.98%1.00%1.03%Q4 2022Q3 20234
Physician Wealth Advisors, Inc. 440.11%1.80%2.49%Q4 2019Q3 20204
Resurgent Financial Advisors LLC 440.06%0.10%0.21%Q4 2022Q3 20234
Watson Rebecca 440.44%0.67%0.87%Q4 2019Q3 20204
Ameraudi Asset Management, Inc. 440.09%0.53%0.97%Q2 2022Q1 20234
Sharper & Granite LLC 440.56%0.64%0.74%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.02%0.03%0.05%Q4 2018Q3 20234
CEDAR CAPITAL, LLC 440.10%0.13%0.15%Q1 2016Q4 20164
Per Stirling Capital Management, LLC. 440.09%0.10%0.11%Q4 2022Q3 20234
TRUST DEPARTMENT MB FINANCIAL BANK N A 440.00%0.00%0.00%Q1 2014Q4 20144
Fermata Advisors, LLC 210.10%0.62%1.80%Q2 2021Q3 20234
NAYA CAPITAL MANAGEMENT UK LTD 2211.52%15.64%18.76%Q1 2021Q1 20224
Fortis Group Advisors, LLC 310.50%0.87%1.77%Q3 2020Q3 20234
CANTOR FITZGERALD, L. P. 440.01%0.01%0.01%Q4 2022Q3 20234
Ciovacco Capital Management LLC 440.30%1.23%3.28%Q4 2022Q3 20234
Canvas Wealth Advisors, LLC 440.09%0.11%0.12%Q4 2022Q3 20234
TCG Advisors, LP 310.04%0.50%1.58%Q2 2019Q2 20204
Hedeker Wealth, LLC 220.14%1.29%2.43%Q2 2016Q4 20194
Life Planning Partners, Inc 440.54%0.64%0.74%Q4 2021Q3 20224
CHANNEL WEALTH LLC 440.22%0.55%1.04%Q1 2023Q4 20234
Financial Freedom, LLC 440.06%0.06%0.07%Q4 2022Q3 20234
INVICTUS PRIVATE WEALTH, LLC 441.15%1.41%1.82%Q4 2022Q3 20234
MidWestOne Financial Group, Inc. 440.06%0.10%0.12%Q4 2019Q3 20204
CORBETT ROAD CAPITAL MANAGEMENT, LLC 441.48%2.18%3.61%Q4 2019Q3 20204
EDGE ASSET MANAGEMENT, INC 310.02%0.07%0.15%Q3 2015Q4 20164
Cyndeo Wealth Partners, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
DOLIVER ADVISORS, LP 310.11%0.16%0.23%Q1 2021Q3 20224
AMERICAFIRST CAPITAL MANAGEMENT, LLC 440.43%1.45%2.46%Q3 2014Q2 20154
VIAWEALTH, LLC 441.41%1.65%1.78%Q4 2022Q3 20234
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 310.78%4.09%7.49%Q4 2019Q4 20204
Astor Investment Management LLC 442.33%5.69%10.18%Q2 2020Q1 20214
Corient Private Wealth LLC 440.02%0.02%0.05%Q4 2022Q3 20234
Pictet North America Advisors SA 220.05%0.06%0.08%Q1 2015Q1 20164
Clean Yield Group 310.00%0.06%0.13%Q3 2016Q1 20224
MRA Advisory Group 440.21%2.83%5.01%Q4 2020Q3 20214
Japan Science & Technology Agency 4415.92%17.87%21.85%Q4 2022Q3 20234
SG3 Management, LLC 110.02%0.15%0.42%Q1 2020Q3 20204
WATERSHED PRIVATE WEALTH LLC 442.68%3.00%3.41%Q4 2022Q3 20234
Capital Advisors Wealth Management, LLC 440.15%0.21%0.34%Q1 2021Q4 20214
Eldridge Investment Advisors, Inc. 440.23%0.26%0.29%Q4 2017Q3 20184
RAYNER & HAYNOR 440.46%0.48%0.50%Q4 2013Q3 20144
Hackensack Meridian Health, Inc. 442.84%4.30%5.58%Q4 2021Q3 20224
CQS Cayman LP 449.52%20.26%36.42%Q4 2018Q3 20194
FWL INVESTMENT MANAGEMENT, LLC 310.00%0.00%0.01%Q3 2022Q3 20234
Members Advisory Group LLC 448.80%9.14%9.80%Q4 2022Q3 20234
KFA Private Wealth Group, LLC 220.11%0.13%0.15%Q3 2020Q3 20214
MILESTONE WEALTH, LLC 440.02%0.03%0.04%Q4 2021Q3 20224
Edenbrook Capital, LLC 440.57%2.98%4.90%Q1 2021Q4 20214
Cresta Advisors, Ltd. 449.57%19.67%30.88%Q4 2022Q3 20234
Quadrant Private Wealth Management, LLC 440.45%0.46%0.48%Q4 2022Q3 20234
Northeast Financial Consultants Inc 440.03%0.04%0.04%Q2 2020Q1 20214
Catamount Wealth Management 220.00%0.00%0.00%Q1 2015Q1 20194
Manifold Partners, LLC 310.09%3.75%5.80%Q2 2013Q2 20164
Greenwich Wealth Management LLC 440.06%0.06%0.07%Q1 2021Q4 20214
Anfield Capital Management, LLC 210.01%0.41%0.98%Q4 2019Q3 20214
One Charles Private Wealth Services, LLC 210.13%0.68%1.51%Q1 2021Q3 20234
MBA Advisors LLC 440.14%0.34%0.72%Q1 2021Q4 20214
Mirador Capital Partners LP 310.12%1.65%5.74%Q3 2016Q4 20174
Psagot Value Holdings Ltd. / (Israel) 440.34%0.48%0.60%Q3 2021Q2 20224
Triumph Capital Management 440.02%0.09%0.15%Q4 2021Q3 20224
Legacy Financial Group LLC 310.40%0.49%0.57%Q2 2021Q3 20234
Godshalk Welsh Capital Management, Inc. 210.13%0.30%0.60%Q4 2014Q2 20214
RITTER DANIHER FINANCIAL ADVISORY LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Leicht Financial Planning & Wealth Management, Inc. 440.43%1.42%2.49%Q2 2019Q1 20204
FirstPurpose Wealth LLC 310.22%0.26%0.28%Q4 2021Q2 20234
Perennial Investment Advisors, LLC 440.09%0.23%0.31%Q2 2020Q1 20214
Portfolio Strategies, Inc. 440.00%0.00%0.00%Q4 2017Q3 20184
Intercontinental Wealth Advisors, LLC 220.20%0.57%1.52%Q2 2017Q2 20234
Worth Financial Advisory Group, LLC 441.14%1.19%1.24%Q4 2022Q3 20234
Legend Financial Advisors, Inc. 440.01%0.01%0.01%Q3 2022Q2 20234
Brand Asset Management Group, Inc. 440.03%0.10%0.19%Q2 2020Q1 20214
III Capital Management 220.04%2.32%5.18%Q2 2022Q3 20234
Jane Street Holding, LLC 330.01%0.23%0.68%Q2 2013Q4 20134
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.37%0.42%0.47%Q4 2022Q3 20234
McCarthy Asset Management, Inc. 440.01%0.01%0.01%Q4 2020Q3 20214
Wayfinding Financial, LLC 316.88%8.20%11.28%Q3 2022Q3 20234
Acorn Advisory Capital L.P. 440.39%0.86%1.85%Q4 2017Q3 20184
All Season Financial Advisors, Inc. 311.08%3.07%5.08%Q2 2021Q2 20234
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 2215.33%25.05%38.73%Q3 2016Q3 20174
M.D. Sass, Inc. 332.73%7.42%11.92%Q1 2023Q3 20234
Pinnacle Wealth Planning Services, Inc. 310.01%0.24%0.50%Q4 2017Q4 20204
MKP Capital Management, L.L.C. 110.56%18.09%40.98%Q2 2016Q4 20194
WestHill Financial Advisors, Inc. 440.02%0.04%0.05%Q3 2022Q2 20234
Elm Partners Management LLC 310.06%0.13%0.20%Q3 2022Q3 20234
Williams Financial, LLC 211.07%4.60%9.62%Q4 2020Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.01%0.01%Q4 2022Q3 20234
Apollo Management Holdings, L.P. 210.04%0.37%0.98%Q1 2020Q1 20224
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Greenland Capital Management LP 440.12%0.24%0.54%Q4 2022Q3 20234
Silicon Valley Capital Partners 440.00%0.00%0.01%Q4 2022Q3 20234
Private Wealth Partners, LLC 440.02%0.09%0.12%Q4 2022Q3 20234
Onex Canada Asset Management Inc. 440.04%1.10%1.50%Q1 2021Q4 20214
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 210.00%0.03%0.09%Q3 2020Q3 20234
FORTE ASSET MANAGEMENT LLC 442.17%3.29%4.03%Q4 2022Q3 20234
Family Capital Management, Inc. 440.51%1.94%2.72%Q4 2022Q3 20234
Angeles Investment Advisors, LLC 444.50%6.16%9.06%Q1 2020Q4 20204
KLS Diversified Asset Management LP 211.15%2.96%4.90%Q1 2018Q2 20194
Rezny Wealth Management, Inc. 440.31%1.68%3.28%Q3 2016Q2 20174
DOW CHEMICAL CO /DE/ 316.92%14.11%21.10%Q2 2021Q3 20224
Matrix Trust Co 440.01%0.10%0.15%Q4 2022Q3 20234
Indices-Pac Research Corp. 440.84%0.88%0.90%Q2 2013Q1 20144
GTS SECURITIES LLC 220.01%0.02%0.04%Q2 2023Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.41%0.49%0.69%Q4 2020Q3 20214
Herold Advisors, Inc. 210.01%0.06%0.12%Q3 2021Q3 20234
Dorsey & Whitney Trust CO LLC 310.03%0.14%0.20%Q2 2013Q3 20224
Elevated Capital Advisors, LLC 440.20%0.54%0.96%Q2 2020Q1 20214
NexWave Capital Partners LLC 4410.28%13.22%14.37%Q4 2019Q3 20204
Simplify Asset Management Inc. 330.09%1.48%4.44%Q1 2023Q3 20234
Rinet Co LLC 440.04%0.05%0.05%Q2 2015Q1 20164
Keeley-Teton Advisors, LLC 440.03%0.03%0.04%Q1 2017Q4 20174
DB Wealth Management Group, LLC 310.00%0.09%0.33%Q4 2020Q3 20234
Signature Wealth Management Group 440.07%0.68%2.49%Q4 2017Q3 20184
KARLINSKI ANDREW C 440.47%1.19%2.76%Q4 2021Q3 20224
NOVARE CAPITAL MANAGEMENT LLC 310.02%0.05%0.08%Q3 2017Q2 20214
SageView Advisory Group, LLC 440.04%0.13%0.24%Q4 2022Q3 20234
Highland Financial Advisors, LLC 441.74%1.93%2.21%Q4 2022Q3 20234
COMMONWEALTH BANK OF AUSTRALIA 440.02%0.03%0.03%Q4 2015Q3 20164
KANAWHA CAPITAL MANAGEMENT LLC 440.02%0.03%0.05%Q4 2022Q3 20234
Personal Wealth Partners 310.01%0.01%0.01%Q2 2019Q2 20214
KILEY JUERGENS WEALTH MANAGEMENT, LLC 440.16%0.20%0.24%Q4 2017Q3 20184
GREENLEAF TRUST 110.00%0.01%0.01%Q1 2014Q1 20234
Stewardship Advisors, LLC 444.78%6.17%7.03%Q1 2020Q4 20204
ENZI WEALTH 440.11%0.63%0.97%Q3 2022Q2 20234
Windsor Creek Advisors, LLC 440.44%0.86%1.33%Q4 2018Q3 20194
Astoria Portfolio Advisors LLC. 440.52%0.68%1.15%Q4 2021Q3 20224
Breakwater Capital Group 440.11%0.25%0.38%Q4 2022Q3 20234
BRADY FAMILY WEALTH, LLC 440.88%0.93%0.98%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.05%0.10%Q4 2022Q3 20234
United Asset Strategies, Inc. 440.10%0.15%0.20%Q4 2019Q3 20204
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 330.09%0.11%0.15%Q3 2014Q1 20153
Q3 Asset Management 110.72%0.94%1.11%Q4 2017Q3 20193
Dai-ichi Life Holdings, Inc. 330.29%0.79%1.37%Q1 2016Q3 20163
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.01%0.01%0.02%Q2 2016Q4 20163
Sonora Investment Management, LLC 210.00%0.00%0.00%Q2 2017Q2 20193
Alaska Wealth Advisors 330.00%0.00%0.00%Q1 2023Q3 20233
BlackRock Group LTD 210.00%0.00%0.01%Q2 2013Q4 20153
SHINE INVESTMENT ADVISORY SERVICES INC 210.01%0.01%0.02%Q3 2019Q3 20203
BIVIN & ASSOCIATES, INC. 330.12%0.13%0.13%Q4 2021Q2 20223
Perella Weinberg Partners Capital Management LP 210.27%0.58%1.16%Q2 2017Q1 20183
Strid Group, LLC 210.04%4.44%8.09%Q4 2015Q1 20223
NORTHWEST INVESTMENT COUNSELORS, LLC 210.01%0.06%0.13%Q4 2014Q3 20173
Secrest Blakey & Associates, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
OXFORD ASSET MANAGEMENT LLP 330.01%0.30%0.59%Q3 2017Q1 20183
Vericrest Private Wealth 332.37%2.44%2.49%Q4 2021Q2 20223
Empower Advisory Group, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Foresight Wealth Management, LLC 330.09%0.16%0.23%Q4 2019Q2 20203
CCG WEALTH MANAGEMENT, LLC 330.14%0.16%0.19%Q1 2019Q3 20193
WealthPlan Investment Management, LLC 210.04%0.05%0.07%Q1 2022Q4 20223
Thrive Capital Management, LLC 331.61%1.76%1.96%Q1 2023Q3 20233
FEDERAL RESERVE BANK OF NEW YORK 3320.71%25.38%28.11%Q4 2020Q2 20213
Cobble Hill Financial Services, INC 330.17%0.21%0.26%Q1 2013Q3 20133
LMCG INVESTMENTS, LLC 330.05%0.05%0.05%Q1 2022Q3 20223
Tevis Investment Management 330.01%0.01%0.01%Q4 2021Q2 20223
Pinnacle Private Wealth, LLC 330.17%0.19%0.20%Q4 2021Q2 20223
AlphaOne Investment Services, LLC 330.01%0.02%0.03%Q3 2017Q1 20183
Plan Group Financial, LLC 210.83%2.10%4.31%Q2 2022Q3 20233
Diameter Capital Partners LP 115.50%9.21%14.23%Q2 2018Q4 20213
Octavia Wealth Advisors, LLC 210.07%0.08%0.08%Q4 2020Q1 20223
Meridian Wealth Partners, LLC 330.02%0.03%0.04%Q4 2019Q2 20203
Consolidated Portfolio Review Corp 330.10%0.10%0.11%Q1 2023Q3 20233
TCWP LLC 330.06%0.18%0.39%Q4 2021Q2 20223
Nilsine Partners, LLC 330.04%0.05%0.07%Q1 2023Q3 20233
JOYN Advisors, Inc. 210.00%0.08%0.23%Q4 2013Q2 20183
BRINKER CAPITAL INC 330.15%0.17%0.18%Q2 2013Q4 20133
Baron Wealth Management LLC 210.12%0.13%0.15%Q1 2023Q4 20233
FIRETHORN WEALTH PARTNERS, LLC 210.16%0.95%2.09%Q4 2020Q3 20233
CHAPIN DAVIS, INC. 330.11%0.12%0.13%Q1 2023Q3 20233
Midwest Financial Group LLC 334.77%5.05%5.38%Q1 2023Q3 20233
Thomas J. Herzfeld Advisors, Inc. 330.00%0.00%0.00%Q2 2014Q4 20143
NCM Capital Management, LLC 330.18%0.72%1.76%Q1 2022Q3 20223
Bayesian Capital Management, LP 110.06%0.16%0.25%Q3 2017Q4 20193
1900 WEALTH MANAGEMENT LLC 330.02%0.09%0.22%Q2 2021Q4 20213
Solidarity Wealth, LLC 330.57%0.67%0.72%Q1 2022Q3 20223
Long Wharf Investors, Inc. 330.21%0.80%1.10%Q4 2013Q2 20143
COWEN AND COMPANY, LLC 210.10%5.89%10.18%Q4 2020Q3 20223
F-Squared Investment Management, LLC 330.74%0.97%1.19%Q4 2013Q2 20143
Maxim Capital Management LLC 210.21%0.29%0.32%Q4 2018Q4 20193
KWMG, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
Passaic Partners LLC 213.50%4.05%4.42%Q3 2022Q3 20233
Ninepoint Partners LP 330.61%0.80%1.08%Q3 2018Q1 20193
FIR TREE CAPITAL MANAGEMENT LP 330.11%1.17%3.28%Q1 2023Q3 20233
Harfst & Associates, Inc. 210.01%0.04%0.10%Q1 2017Q1 20213
Gerber Kawasaki Wealth & Investment Management 330.00%0.05%0.07%Q3 2021Q1 20223
Capital Square, LLC 331.20%1.24%1.29%Q2 2021Q4 20213
CAPRIN ASSET MANAGEMENT LLC /ADV 330.00%6.68%19.16%Q4 2016Q2 20173
Lebenthal Global Advisors, LLC 330.18%0.25%0.36%Q4 2020Q2 20213
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.01%0.03%Q3 2014Q1 20163
Detalus Advisors, LLC 330.11%0.12%0.14%Q1 2023Q3 20233
AVAII WEALTH MANAGEMENT, LLC 210.43%0.48%0.53%Q4 2021Q3 20233
TFB Advisors LLC 331.41%1.98%2.30%Q4 2022Q2 20233
LGT Financial Advisors LLC 210.18%0.34%0.44%Q4 2022Q3 20233
Wedmont Private Capital 330.04%0.06%0.08%Q4 2021Q2 20223
Investors Financial Group, LLC 330.17%0.18%0.21%Q4 2019Q2 20203
SMITH CAPITAL MANAGEMENT INC /AR/ADV 330.14%0.14%0.15%Q1 2020Q3 20203
Titan Capital Management, LLC /TX 335.51%5.65%5.73%Q2 2020Q4 20203
Amia Capital LLP 117.66%36.17%93.20%Q4 2022Q2 20233
Bray Capital Advisors 210.00%0.03%0.05%Q2 2015Q1 20183
Glass Jacobson Investment Advisors llc 210.04%0.05%0.06%Q4 2022Q3 20233
Cavalier Investments, LLC 330.42%0.44%0.48%Q4 2015Q2 20163
SCHRODERS IS Ltd 331.81%14.04%27.51%Q1 2020Q3 20203
Argent Wealth Management LLC 330.54%0.74%0.93%Q4 2019Q2 20203
MADISON WEALTH MANAGEMENT 330.18%0.20%0.22%Q1 2020Q3 20203
DELTA ASSET MANAGEMENT LLC/TN 330.00%0.01%0.04%Q2 2013Q4 20133
Mayfair Advisory Group, LLC 331.22%1.28%1.33%Q2 2022Q4 20223
FOSTER DYKEMA CABOT & CO INC/MA 330.00%0.00%0.00%Q1 2023Q3 20233
Copperleaf Capital, LLC 110.60%1.25%2.39%Q4 2019Q3 20233
Alliance Wealth Advisors, LLC /UT 331.64%1.75%1.85%Q4 2022Q2 20233
Capital Planning Advisors, LLC 210.04%0.30%0.67%Q4 2014Q3 20193
Holland Advisory Services, Inc. 335.20%5.43%5.66%Q4 2021Q2 20223
CVS HEALTH Corp 330.05%0.05%0.06%Q1 2023Q3 20233
DT Investment Partners, LLC 210.03%0.11%0.20%Q2 2014Q2 20153
Strategic Income Management, LLC 332.85%2.86%2.86%Q4 2014Q2 20153
WP Advisors, LLC 330.10%0.11%0.11%Q3 2021Q1 20223
BUCKINGHAM STRATEGIC WEALTH, LLC 110.00%0.02%0.06%Q2 2018Q2 20233
KCS Wealth Advisory 210.01%0.41%0.97%Q2 2018Q3 20193
Smith & Howard Wealth Management, LLC 330.06%0.06%0.06%Q2 2013Q4 20133
Register Financial Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Level Financial Advisors 330.00%0.00%0.00%Q4 2021Q2 20223
Stonehearth Capital Management, LLC 330.97%1.05%1.13%Q3 2020Q1 20213
FutureAdvisor, Inc. 330.16%0.24%0.32%Q4 2014Q2 20153
SNS Financial Group, LLC 330.17%0.18%0.19%Q1 2013Q3 20133
Wealth Enhancement & Preservation of GA, LLC 331.97%2.86%4.45%Q3 2020Q1 20213
BW Gestao de Investimentos Ltda. 330.31%2.05%5.51%Q4 2022Q2 20233
Cyrus J. Lawrence, LLC 330.07%0.11%0.20%Q1 2022Q3 20223
Headlands Technologies LLC 210.12%0.60%0.99%Q4 2022Q3 20233
W.G. Shaheen & Associates DBA Whitney & Co 330.00%0.01%0.01%Q1 2018Q3 20183
PARTNERS CAPITAL INVESTMENT GROUP, LLP 330.89%1.44%1.91%Q4 2017Q2 20183
Armor Investment Advisors, LLC 330.00%0.01%0.01%Q4 2022Q2 20233
Hutchens & Kramer Investment Management Group, LLC 330.34%0.45%0.54%Q4 2021Q2 20223
Hennion & Walsh Asset Management, Inc. 330.57%0.59%0.61%Q1 2021Q3 20213
Koss-Olinger Consulting, LLC 330.07%0.08%0.09%Q2 2021Q4 20213
BigSur Wealth Management LLC 330.80%1.04%1.17%Q3 2017Q1 20183
Grant/GrossMendelsohn, LLC 330.97%2.06%2.65%Q4 2021Q2 20223
Virtus ETF Advisers LLC 330.05%0.05%0.06%Q2 2020Q4 20203
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.00%Q1 2023Q3 20233
Donald L. Hagan, LLC 110.01%0.11%0.31%Q3 2015Q3 20193
Alaethes Wealth LLC 330.02%0.02%0.02%Q3 2021Q1 20223
Vise Technologies, Inc. 330.12%1.31%2.96%Q4 2021Q2 20223
NorthRock Partners, LLC 330.11%0.23%0.30%Q4 2014Q2 20153
PLANNING ALTERNATIVES LTD /ADV 330.58%1.11%1.46%Q2 2018Q4 20183
Genesis Wealth Advisors, LLC 330.07%0.08%0.08%Q4 2014Q2 20153
SPX Gestao de Recursos Ltda 217.76%11.77%17.94%Q1 2020Q3 20233
INVESTORS TRUST INC 210.44%2.94%4.24%Q2 2013Q2 20143
ALTFEST L J & CO INC 210.06%0.75%1.15%Q2 2020Q4 20223
Vident Investment Advisory, LLC 210.01%0.01%0.01%Q1 2022Q2 20233
MGO Private Wealth, LLC 330.39%1.44%2.26%Q3 2022Q1 20233
SONA ASSET MANAGEMENT (US) LLC 110.11%8.91%22.80%Q4 2021Q2 20233
Empowered Funds, LLC 210.60%1.53%3.31%Q4 2019Q3 20203
Swift Run Capital 330.34%0.38%0.40%Q2 2020Q4 20203
Piscataqua Savings Bank 330.01%0.01%0.01%Q1 2023Q3 20233
D. SCOTT NEAL, INC. 330.08%2.58%7.56%Q3 2021Q1 20223
Anne Ray Charitable Trust 210.16%11.68%19.20%Q4 2015Q3 20163
BUTENSKY & COHEN FINANCIAL SECURITY, INC 330.00%0.00%0.00%Q4 2014Q2 20153
ARROW FINANCIAL CORP 110.00%0.02%0.04%Q3 2014Q1 20203
Paragon Wealth Strategies, LLC 110.00%3.35%9.47%Q2 2018Q2 20213
Cornerstone Planning Group LLC 210.04%0.06%0.10%Q4 2022Q3 20233
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.48%0.53%0.56%Q1 2018Q3 20183
NinePointTwo Capital LLC 331.37%2.15%2.58%Q4 2020Q2 20213
Berger Financial Group, Inc 330.03%0.05%0.09%Q1 2023Q3 20233
Tennessee Valley Asset Management Partners 330.65%0.75%0.93%Q1 2023Q3 20233
Phoenix Holdings Ltd. 110.01%0.01%0.01%Q4 2020Q3 20233
WIPFLI FINANCIAL ADVISORS LLC, 330.02%0.03%0.04%Q1 2022Q3 20223
Sterling Investment Counsel, LLC 330.15%0.17%0.21%Q4 2021Q2 20223
Curi Wealth Management, LLC 110.00%0.44%1.31%Q4 2021Q4 20223
Margaret A. Cargill Foundation 215.16%15.72%23.96%Q4 2015Q4 20163
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 330.43%1.23%1.70%Q2 2020Q4 20203
SSI INVESTMENT MANAGEMENT LLC 330.35%0.53%0.65%Q1 2023Q3 20233
Coston, McIsaac & Partners 330.01%0.01%0.01%Q2 2022Q4 20223
Ignite Planners, LLC 330.10%0.14%0.18%Q1 2023Q3 20233
Buttonwood Financial Group, LLC 330.35%0.38%0.42%Q2 2023Q4 20233
Sage Mountain Advisors LLC 330.01%0.03%0.05%Q1 2021Q3 20213
BOARDMAN BAY CAPITAL MANAGEMENT LLC 331.11%1.25%1.38%Q2 2020Q4 20203
Essex Savings Bank 330.02%0.04%0.05%Q4 2018Q2 20193
B&D White Capital Company, LLC 330.13%0.33%0.66%Q4 2020Q2 20213
Yorktown Management & Research Co Inc 330.05%0.06%0.07%Q3 2015Q1 20163
Arlington Capital Management, Inc. 332.27%2.56%2.84%Q1 2023Q3 20233
Bain Capital Credit, LP 331.08%2.54%4.37%Q1 2023Q3 20233
INHERENT GROUP, LP 113.73%5.79%6.94%Q1 2020Q1 20233
First Eagle Investment Management, LLC 220.02%0.04%0.06%Q3 2022Q4 20223
GW HENSSLER & ASSOCIATES LTD 330.02%0.03%0.03%Q2 2013Q4 20133
SANDLER CAPITAL MANAGEMENT 210.04%0.93%2.70%Q3 2013Q2 20163
Mach-1 Financial Group, LLC 210.01%0.04%0.10%Q2 2022Q1 20233
Cadence Bank 330.02%0.03%0.03%Q3 2022Q1 20233
SWISS REINSURANCE CO LTD 3317.78%23.15%26.44%Q2 2013Q4 20133
Novak Financial Planning, LLC 331.45%1.64%1.85%Q4 2020Q2 20213
RMB Capital Management, LLC 110.01%0.01%0.03%Q1 2018Q4 20203
Cresset Asset Management, LLC 210.00%0.00%0.00%Q4 2018Q2 20223
TruWealth Advisors, LLC 334.38%4.46%4.57%Q1 2023Q3 20233
WHITEBOX ADVISORS LLC 330.66%0.86%1.01%Q3 2019Q1 20203
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 210.83%3.45%8.47%Q1 2022Q3 20233
LFA - Lugano Financial Advisors SA 331.05%1.15%1.20%Q2 2018Q4 20183
CONSULTIVA WEALTH MANAGEMENT, CORP. 211.87%2.01%2.22%Q2 2019Q1 20213
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
BRANDYWINE OAK PRIVATE WEALTH LLC 110.02%0.03%0.04%Q4 2018Q2 20213
Cape Investment Advisory, Inc. 330.02%0.03%0.04%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 211.65%1.70%1.74%Q4 2017Q4 20183
Forward Management, LLC 330.01%0.02%0.02%Q2 2017Q4 20173
TWO SIGMA INVESTMENTS, LP 210.22%0.56%1.21%Q1 2020Q2 20223
GoalVest Advisory LLC 110.00%0.01%0.02%Q4 2020Q3 20233
Ionic Capital Management LLC 210.23%3.10%8.02%Q2 2015Q2 20203
Rice Partnership, LLC 110.00%0.01%0.02%Q3 2019Q3 20233
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 330.01%0.04%0.05%Q1 2020Q3 20203
Muzinich & Co., Inc. 110.43%2.15%4.24%Q4 2018Q1 20213
Clearshares LLC 210.93%0.98%1.01%Q2 2020Q1 20213
QCM Cayman, Ltd. 110.10%0.21%0.40%Q3 2013Q4 20203
Bramshill Investments, LLC 210.02%0.03%0.05%Q2 2018Q1 20193
Man Investments Ltd 331.06%1.35%1.71%Q4 2013Q2 20143
Fortis Capital Advisors, LLC 220.00%0.01%0.01%Q4 2022Q1 20232
SCHMIDT P J INVESTMENT MANAGEMENT INC 220.12%0.12%0.13%Q3 2020Q4 20202
TRUST CO OF TOLEDO NA /OH/ 220.06%0.06%0.06%Q1 2017Q2 20172
ELLIOTT MANAGEMENT CORP 110.17%0.72%1.27%Q2 2015Q4 20192
MARINER INVESTMENT GROUP LLC 110.04%6.95%13.85%Q1 2017Q4 20212
STANCORP INVESTMENT ADVISERS INC 220.17%0.21%0.25%Q4 2014Q1 20152
JARISLOWSKY, FRASER Ltd 220.00%0.00%0.00%Q2 2021Q3 20212
SECURITY NATIONAL TRUST CO 110.00%0.01%0.03%Q2 2013Q3 20162
Mariner Wealth Advisors-Madison, LLC 220.06%0.07%0.07%Q2 2013Q3 20132
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q3 2016Q1 20182
REGENTATLANTIC CAPITAL LLC 110.00%0.01%0.01%Q4 2014Q4 20212
KING STREET CAPITAL MANAGEMENT, L.P. 229.04%22.93%36.82%Q1 2020Q2 20202
SHEPHERD KAPLAN KROCHUK, LLC 110.07%0.08%0.08%Q2 2013Q4 20132
Alkeon Capital Management 220.25%0.29%0.34%Q2 2020Q3 20202
MAPLE SECURITIES USA INC 110.08%0.43%0.78%Q1 2014Q1 20152
Laird Norton Wetherby Wealth Management, LLC 110.02%0.03%0.03%Q2 2015Q4 20202
CUTLER INVESTMENT COUNSEL LLC 220.03%0.03%0.04%Q1 2022Q2 20222
UNITED BANK 220.38%0.42%0.45%Q4 2020Q1 20212
Steinberg Global Asset Management 220.05%0.05%0.06%Q4 2018Q1 20192
Anchorage Capital Group, L.L.C. 111.94%3.05%4.16%Q2 2018Q2 20192
Douglass Winthrop Advisors, LLC 220.07%0.07%0.07%Q1 2015Q2 20152
Hills Bank & Trust Co 220.02%0.02%0.03%Q4 2020Q1 20212
Eton Park Capital Management, L.P. 220.06%0.11%0.16%Q2 2016Q3 20162
Silver Point Capital L.P. 229.48%11.74%14.01%Q4 2019Q1 20202
Research Affiliates, LLC 2219.05%19.12%19.19%Q2 2013Q3 20132
Advisors Capital Management, LLC 220.34%0.35%0.35%Q2 2020Q3 20202
BROWN ADVISORY INC 220.00%0.00%0.00%Q1 2023Q2 20232
Rathbones Group PLC 110.01%0.02%0.02%Q3 2016Q3 20232
FORVIS Wealth Advisors, LLC 110.06%0.11%0.17%Q1 2015Q1 20162
3D ASSET MANAGEMENT, INC 220.07%0.08%0.08%Q2 2020Q3 20202
ELM ADVISORS, LLC 110.08%0.08%0.08%Q3 2018Q4 20202
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q3 2014Q2 20162
Bridgecreek Investment Management, LLC 223.22%3.77%4.32%Q2 2013Q3 20132
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2016Q4 20192
Moab Capital Partners 220.85%0.91%0.98%Q2 2013Q3 20132
Livingston Group Asset Management CO (operating as Southport Capital Management) 220.10%0.10%0.11%Q4 2021Q1 20222
Stockman Wealth Management, Inc. 220.19%0.23%0.27%Q3 2015Q4 20152
Employees Retirement System of Texas 225.23%6.33%7.43%Q2 2013Q3 20132
Pentwater Capital Management LP 220.27%0.29%0.32%Q1 2020Q2 20202
Baltimore-Washington Financial Advisors Inc. 220.04%0.04%0.04%Q2 2013Q3 20132
Grace Capital 220.78%0.91%1.05%Q3 2021Q4 20212
INTEGRAL DERIVATIVES, LLC 110.04%0.07%0.09%Q3 2017Q3 20172
IMC-Chicago, LLC 110.00%0.01%0.01%Q3 2021Q3 20212
Shelter Mutual Insurance Co 222.50%2.61%2.71%Q2 2023Q3 20232
LS Investment Advisors, LLC 110.00%0.00%0.00%Q4 2014Q4 20192
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2018Q3 20192
Alberta Investment Management Corp 220.24%1.26%2.27%Q2 2020Q3 20202
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
EMG Holdings, L.P. 220.23%0.27%0.31%Q1 2023Q2 20232
Centerbridge Partners 224.31%5.15%5.99%Q1 2020Q2 20202
Hoxton Financial, Inc. 220.04%0.06%0.07%Q2 2013Q3 20132
Quintium Advisors, LLC 220.35%0.54%0.73%Q3 2015Q4 20152
Retirement Planning Group, LLC 224.18%5.98%7.78%Q3 2019Q4 20192
ACR Alpine Capital Research, LLC 110.09%0.12%0.14%Q2 2022Q4 20222
Knighthead Capital Management, LLC 226.01%6.77%7.52%Q1 2020Q2 20202
Perkins Coie Trust Co 110.00%0.00%0.01%Q1 2022Q3 20232
CI Global Investments Inc. 220.59%0.90%1.21%Q1 2016Q2 20162
Genus Capital Management Inc. 221.50%1.54%1.57%Q2 2023Q3 20232
Cornerstone Advisors, Inc. 110.00%0.10%0.20%Q1 2016Q4 20162
Dynamic Technology Lab Private Ltd 110.03%0.12%0.20%Q1 2020Q4 20222
Mader & Shannon Wealth Management, Inc. 223.04%3.10%3.16%Q3 2017Q4 20172
Alphadyne Asset Management LP 111.97%8.63%15.29%Q3 2016Q3 20222
Noven Financial Group, Inc. 1110.34%11.23%12.12%Q3 2014Q2 20192
Jackson Wealth Management, LLC 228.80%9.39%9.98%Q4 2014Q1 20152
Candriam S.C.A. 220.01%0.01%0.02%Q4 2014Q1 20152
Waratah Capital Advisors Ltd. 110.73%3.53%6.33%Q1 2022Q3 20232
Glaxis Capital Management, LLC 111.40%13.48%25.57%Q3 2014Q1 20202
HT Partners LLC 220.48%0.50%0.53%Q1 2015Q2 20152
Stratford Consulting, LLC 220.02%0.03%0.03%Q4 2019Q1 20202
Symetra Life Insurance Co 22100.00%100.00%100.00%Q3 2019Q4 20192
Glacier Peak Capital LLC 220.35%1.57%2.79%Q2 2013Q3 20132
Baring International Investment Ltd 220.07%0.07%0.07%Q2 2013Q3 20132
Hochman Cole Investment Advisors, Inc. 220.40%0.56%0.71%Q2 2020Q3 20202
ICONIQ Capital, LLC 110.17%0.19%0.21%Q1 2013Q3 20132
Alpine Global Management, LLC 110.12%0.21%0.30%Q4 2016Q2 20232
University of Southern California 224.92%6.07%7.22%Q4 2012Q1 20132
New England Private Wealth Advisors LLC 220.54%0.84%1.14%Q4 2012Q1 20132
Lehman Financial Resources, Inc. 220.01%0.02%0.03%Q4 2012Q1 20132
Penserra Capital Management LLC 220.01%0.01%0.01%Q2 2019Q3 20192
Surevest, LLC 110.03%0.10%0.16%Q4 2018Q2 20222
CAHILL FINANCIAL ADVISORS INC 110.00%0.28%0.56%Q4 2013Q3 20212
QUANTRES ASSET MANAGEMENT Ltd 110.29%0.31%0.34%Q3 2016Q3 20172
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2014Q3 20152
Biltmore Capital Advisors LLC 220.37%0.68%0.98%Q4 2020Q1 20212
Verde Servicos Internacionais S.A. 220.02%0.02%0.02%Q3 2021Q4 20212
Trexquant Investment LP 110.04%0.04%0.04%Q3 2020Q1 20222
Intersect Capital LLC 220.55%0.60%0.66%Q2 2020Q3 20202
Glassman Wealth Services 110.01%0.06%0.10%Q3 2016Q4 20212
Prostatis Group LLC 220.29%0.77%1.24%Q4 2019Q1 20202
Cleary Gull Holdings Inc. 220.01%0.01%0.01%Q4 2015Q1 20162
Brightworth 220.05%0.05%0.05%Q2 2022Q3 20222
Rokos Capital Management LLP 1120.00%30.10%40.20%Q1 2020Q3 20202
RPG Investment Advisory, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Jenkins Wealth 110.95%0.96%0.98%Q4 2021Q4 20222
Whitegate Investment Counselors, Inc. 220.05%0.06%0.06%Q4 2016Q1 20172
Berkeley Capital Partners, LLC 110.50%3.74%6.97%Q4 2015Q4 20222
Glen Point Capital LLP 226.20%53.10%100.00%Q1 2020Q2 20202
Cosner Financial Group, LLC 220.66%7.43%14.21%Q2 2023Q3 20232
VECTOR WEALTH MANAGEMENT, LLC 110.20%0.22%0.25%Q4 2011Q2 20122
Copperwynd Financial, LLC 110.65%0.78%0.91%Q4 2019Q4 20202
RGT Wealth Advisors, LLC 220.12%0.13%0.14%Q3 2016Q4 20162
Symmetry Investments LP 112.92%10.29%17.67%Q1 2022Q1 20222
First Command Bank 110.01%0.03%0.04%Q4 2016Q2 20172
Sicart Associates LLC 220.05%0.05%0.06%Q2 2021Q3 20212
Meridian Wealth Management, LLC 110.02%0.03%0.05%Q2 2019Q2 20222
Summit Trail Advisors, LLC 110.00%0.09%0.17%Q4 2017Q3 20192
Lake Hills Wealth Management, LLC 220.82%2.11%3.40%Q4 2021Q1 20222
AUA CAPITAL MANAGEMENT, LLC 220.10%0.10%0.10%Q1 2022Q2 20222
Geneva Partners, LLC 110.22%0.28%0.33%Q2 2016Q3 20172
Capital Bank & Trust Co 110.00%0.00%0.00%Q2 2019Q1 20202
Close Asset Management Ltd 220.01%0.01%0.01%Q1 2017Q2 20172
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q4 2018Q2 20192
Ovata Capital Management Ltd 220.00%0.00%0.00%Q2 2021Q3 20212
Blueshift Asset Management, LLC 220.04%0.05%0.06%Q3 2021Q4 20212
Northwest Capital Management Inc 220.02%0.02%0.02%Q2 2023Q3 20232
Ford Financial Group, LLC 110.02%0.02%0.03%Q2 2021Q4 20212
Waterloo Capital, L.P. 220.06%0.12%0.18%Q2 2023Q3 20232
Divergent Wealth Advisors 220.08%0.22%0.36%Q3 2018Q4 20182
G&S Capital LLC 110.00%0.05%0.10%Q4 2018Q3 20192
Avondale Wealth Management 220.08%0.08%0.10%Q3 2020Q4 20202
Community Capital Management, LLC 110.01%0.01%0.01%Q4 2018Q1 20212
Windsor Advisory Group, LLC 220.08%0.08%0.08%Q4 2022Q1 20232
FNY Investment Advisers, LLC 110.32%0.55%0.78%Q4 2018Q1 20202
CYNOSURE ADVISORS, LLC 220.05%0.08%0.11%Q4 2017Q1 20182
MinichMacGregor Wealth Management, LLC 110.00%0.14%0.28%Q4 2015Q4 20182
Sagil Capital LLP 228.27%9.51%10.76%Q3 2019Q4 20192
Lee Capital Holdings LLC 220.13%0.26%0.39%Q3 2020Q4 20202
LITTLE HOUSE CAPITAL LLC 110.02%0.68%1.33%Q1 2019Q1 20212
Impax Asset Management Group plc 220.12%0.14%0.17%Q3 2019Q4 20192
Centric Wealth Management 220.78%0.79%0.80%Q2 2022Q3 20222
Belvedere Advisors LLC 228.98%11.02%13.06%Q1 2019Q2 20192
Alpha Quant Advisors, LLC 220.03%0.03%0.03%Q4 2018Q1 20192
EWG Elevate Inc. 110.01%0.06%0.11%Q4 2019Q4 20222
9258 Wealth Management, LLC 220.16%0.26%0.36%Q3 2019Q4 20192
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2020Q2 20212
WealthBridge Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 110.44%1.47%2.50%Q3 2022Q3 20232
Foster Victor Wealth Advisors, LLC 220.12%0.85%1.59%Q4 2019Q1 20202
Tarsadia Capital, LLC 110.02%15.20%30.37%Q1 2020Q2 20212
Cedar Mountain Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
S.A. Mason LLC 220.02%0.02%0.02%Q4 2019Q1 20202
AXS Investments LLC 220.14%0.34%0.53%Q2 2023Q3 20232
DAN L DUNCAN FOUNDATION 226.39%6.90%7.41%Q2 2020Q3 20202
AMJ Financial Wealth Management 225.68%5.92%6.16%Q4 2020Q1 20212
Apeiron RIA LLC 110.12%0.16%0.20%Q4 2021Q3 20232
Future Financial Wealth Managment LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Mattern Wealth Management LLC 220.16%0.92%1.69%Q3 2020Q4 20202
HighMark Wealth Management LLC 220.03%0.03%0.03%Q1 2022Q2 20222
Marks Group Wealth Management, Inc 220.08%0.08%0.08%Q3 2020Q4 20202
Baymount Management LP 1113.53%40.55%67.57%Q3 2021Q3 20222
Quantitative Strategies, Inc. 2213.36%13.39%13.42%Q2 2023Q3 20232
Wellspring Financial Advisors, LLC 221.56%1.59%1.61%Q2 2023Q3 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.03%0.26%0.50%Q4 2021Q3 20222
Live Oak Investment Partners 220.00%0.00%0.00%Q4 2022Q1 20232
MTM Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Baron Financial Group, LLC 110.01%0.04%0.08%Q3 2020Q1 20222
SWMG, LLC 220.82%1.71%2.61%Q4 2020Q1 20212
Centennial Wealth Advisory LLC 220.62%0.86%1.10%Q4 2020Q1 20212
4J Wealth Management LLC 222.30%2.43%2.56%Q4 2020Q1 20212
Alpha DNA Investment Management LLC 220.01%0.02%0.02%Q4 2020Q1 20212
Altus Wealth Group LLC 220.06%0.06%0.06%Q4 2020Q1 20212
IVC Wealth Advisors LLC 220.18%0.18%0.18%Q3 2021Q4 20212
Bluesphere Advisors, LLC 220.28%0.30%0.32%Q4 2020Q1 20212
ADE, LLC 220.01%0.01%0.02%Q2 2021Q3 20212
Interchange Capital Partners, LLC 220.14%0.18%0.22%Q4 2020Q1 20212
Tacita Capital Inc 220.02%0.03%0.05%Q4 2020Q1 20212
Valley Brook Capital Group, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
Willis Johnson & Associates, Inc. 220.47%0.58%0.69%Q2 2023Q3 20232
WCG Wealth Advisors LLC 220.06%0.09%0.11%Q2 2022Q3 20222
Pallas Capital Advisors LLC 220.27%0.37%0.47%Q2 2021Q3 20212
Keystone Financial Services 110.12%0.63%1.14%Q2 2022Q3 20232
Dentgroup LLC 110.18%0.18%0.18%Q1 2023Q3 20232
Epic Trust Investment Advisors, LLC 220.38%0.70%1.02%Q4 2021Q1 20222
Strong Tower Advisory Services 221.52%1.55%1.58%Q2 2023Q3 20232
Amplius Wealth Advisors, LLC 220.86%1.08%1.30%Q2 2022Q3 20222
Manhattan West Asset Management, LLC 110.12%1.73%3.35%Q4 2021Q1 20232
Scott Capital Advisors, LLC 220.22%0.23%0.24%Q4 2021Q1 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.02%0.02%0.02%Q4 2021Q1 20222
1620 INVESTMENT ADVISORS, INC. 220.59%0.59%0.60%Q4 2021Q1 20222
BCR Wealth Strategies, LLC 220.00%0.00%0.01%Q4 2021Q1 20222
Integrity Advisory, LLC 110.44%0.47%0.50%Q2 2022Q4 20222
Stegent Equity Advisors, Inc. 220.38%0.39%0.40%Q4 2021Q1 20222
Blue Door Asset Management, LLC 221.12%1.46%1.81%Q1 2022Q2 20222
Ameliora Wealth Management Ltd. 220.26%0.26%0.26%Q3 2022Q4 20222
Red Tortoise LLC 110.03%0.03%0.04%Q3 2021Q4 20222
ADAMSBROWN WEALTH CONSULTANTS LLC 220.23%0.27%0.31%Q4 2021Q1 20222
Financial Futures Ltd Liability Co. 221.96%2.31%2.65%Q4 2021Q1 20222
Raleigh Capital Management Inc. 110.01%0.02%0.03%Q3 2022Q3 20232
CENTRAL BANK OF BRAZIL 110.00%0.00%0.00%Q2 2019Q2 20202
LOWERY THOMAS, LLC 220.63%1.05%1.48%Q4 2021Q1 20222
Investmark Advisory Group LLC 220.28%0.28%0.28%Q4 2021Q1 20222
Worth Asset Management, LLC 110.03%0.35%0.66%Q3 2022Q1 20232
Fortitude Advisory Group L.L.C. 220.08%0.08%0.08%Q4 2021Q1 20222
Ritter Daniher Financial Advisory LLC / DE 220.06%0.07%0.08%Q3 2022Q4 20222
Coppell Advisory Solutions Corp. 220.61%0.86%1.11%Q4 2022Q1 20232
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 220.00%0.00%0.00%Q1 2022Q2 20222
Fiduciary Alliance LLC 110.04%0.19%0.35%Q4 2022Q2 20232
DAYMARK WEALTH PARTNERS, LLC 110.03%0.03%0.04%Q4 2022Q3 20232
Beaumont Financial Advisors, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
LODESTAR PRIVATE ASSET MANAGEMENT LLC 220.05%0.06%0.08%Q4 2022Q1 20232
Icon Wealth Advisors, LLC 220.16%0.18%0.19%Q3 2022Q4 20222
VitalStone Financial, LLC 110.00%0.53%1.06%Q1 2023Q3 20232
Arcadia Wealth Management, LLC 220.49%0.53%0.56%Q4 2022Q1 20232
Grey Fox Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 220.12%0.18%0.24%Q2 2023Q3 20232
Strait & Sound Wealth Management LLC 220.25%0.27%0.29%Q2 2023Q3 20232
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 1140.66%49.42%58.17%Q1 2023Q3 20232
iA Global Asset Management Inc. 220.90%1.17%1.44%Q2 2023Q3 20232
TITLEIST ASSET MANAGEMENT, LLC 220.18%0.21%0.23%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.04%0.08%Q2 2023Q3 20232
Nemes Rush Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.02%0.20%0.38%Q2 2023Q3 20232
UNION SAVINGS BANK 220.04%0.04%0.04%Q2 2023Q3 20232
Arcataur Capital Management LLC 220.98%0.99%1.00%Q2 2023Q3 20232
Certus Wealth Management, LLC 220.55%0.65%0.76%Q2 2023Q3 20232
Peoples Bank/KS 220.19%0.31%0.43%Q3 2023Q4 20232
Exchange Bank 220.47%0.48%0.50%Q2 2023Q3 20232
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q1 2016Q3 20162
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 220.00%0.00%0.00%Q2 2013Q3 20132
CALDWELL SUTTER CAPITAL, INC. 220.07%0.07%0.07%Q2 2023Q3 20232
FIRST MERCHANTS CORP 220.06%0.07%0.07%Q4 2014Q1 20152
FIRST FINANCIAL CORP /IN/ 110.00%0.01%0.02%Q2 2015Q4 20212
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.01%0.42%0.83%Q3 2018Q2 20212
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
CAXTON ASSOCIATES LP 110.01%0.31%0.61%Q2 2020Q3 20222
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 228.32%9.78%11.24%Q1 2023Q2 20232
STIFEL NICOLAUS & CO INC \MO\ 221.50%1.83%2.16%Q2 2013Q3 20132
WILLIAMS JONES & ASSOCIATES LLC 220.02%0.02%0.02%Q2 2013Q3 20132
SIMMONS FIRST TRUST CO NA 110.20%0.20%0.20%Q3 2013Q3 20131
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BMS Financial Advisors, LLC 110.22%0.22%0.22%Q3 2022Q3 20221
ADVISOR CONSULTANT NETWORK INC 110.42%0.42%0.42%Q3 2016Q3 20161
Balboa Wealth Partners 110.44%0.44%0.44%Q2 2023Q2 20231
Sovereign Financial Group, Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
SITTNER & NELSON, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
W ADVISORS, LLC 110.19%0.19%0.19%Q4 2021Q4 20211
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Urban Wealth Management, LLC 115.01%5.01%5.01%Q4 2020Q4 20201
Greystone Financial Group, LLC 113.68%3.68%3.68%Q4 2020Q4 20201
COLLECTIVE FAMILY OFFICE LLC 110.27%0.27%0.27%Q4 2020Q4 20201
Midwest Wealth Management Inc. 110.28%0.28%0.28%Q4 2020Q4 20201
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
COWA, LLC 111.28%1.28%1.28%Q4 2020Q4 20201
Momentum Advisors, LLC 110.27%0.27%0.27%Q2 2022Q2 20221
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
Fountainhead AM, LLC 110.13%0.13%0.13%Q2 2023Q2 20231
Laurel Wealth Planning LLC 110.01%0.01%0.01%Q1 2022Q1 20221
InterOcean Capital Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Clear Perspectives Financial Planning, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Galvin, Gaustad & Stein, LLC 110.30%0.30%0.30%Q4 2020Q4 20201
JD Financial Services Inc. 110.40%0.40%0.40%Q4 2020Q4 20201
HOWLAND CAPITAL MANAGEMENT LLC 110.05%0.05%0.05%Q2 2013Q2 20131
Marks Wealth, LLC 111.55%1.55%1.55%Q4 2020Q4 20201
Wealthgate Family Office, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
ACUTE INVESTMENT ADVISORY, LLC 111.30%1.30%1.30%Q4 2021Q4 20211
Jump Financial, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
CATALYST PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
TFC Financial Management, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Gleason Group, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
BNC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PACES FERRY WEALTH ADVISORS, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Centurion Wealth Management LLC 110.61%0.61%0.61%Q3 2023Q3 20231
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CANYON CAPITAL ADVISORS LLC 110.49%0.49%0.49%Q3 2022Q3 20221
TrueWealth Advisors, LLC 110.26%0.26%0.26%Q1 2021Q1 20211
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Hoxton Planning & Management, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
First Fiduciary Investment Counsel, Inc. 110.19%0.19%0.19%Q2 2013Q2 20131
PARA ADVISORS LLC 118.98%8.98%8.98%Q4 2015Q4 20151
CAPE ANN SAVINGS BANK 110.75%0.75%0.75%Q4 2013Q4 20131
Verdad Advisers, LP 110.98%0.98%0.98%Q2 2021Q2 20211
Intrua Financial, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
Aaron Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
REBALANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Paul John Balson 110.12%0.12%0.12%Q1 2020Q1 20201
Keebeck Wealth Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Center for Financial Planning, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
BEAM WEALTH ADVISORS, INC. 110.19%0.19%0.19%Q3 2021Q3 20211
New Hampshire Trust 110.01%0.01%0.01%Q4 2022Q4 20221
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q2 2021Q2 20211
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.00%0.00%0.00%Q3 2018Q3 20181
VAUGHAN DAVID INVESTMENTS LLC/IL 110.04%0.04%0.04%Q3 2013Q3 20131
RCS Financial Planning, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.48%0.48%0.48%Q2 2013Q2 20131
Capital Wealth Alliance, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
REGIMEN WEALTH, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Adams Wealth Management 110.03%0.03%0.03%Q3 2020Q3 20201
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
APPLETON PARTNERS INC/MA 110.05%0.05%0.05%Q4 2017Q4 20171
Alhambra Investment Management LLC 110.43%0.43%0.43%Q4 2019Q4 20191
Marotta Asset Management 110.09%0.09%0.09%Q4 2021Q4 20211
LWS Wealth Advisors, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
MILESTONE ASSET MANAGEMENT, LLC 110.15%0.15%0.15%Q4 2022Q4 20221
LWMG, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Beacon Financial Advisory LLC 110.24%0.24%0.24%Q4 2020Q4 20201
CALIBER WEALTH MANAGEMENT, LLC 113.35%3.35%3.35%Q4 2020Q4 20201
SkyOak Wealth, LLC 110.09%0.09%0.09%Q2 2020Q2 20201
DRIEHAUS CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Provident Wealth Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Silicon Hills Wealth Management, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Robbie L. Kennerson P.A., Inc. 116.29%6.29%6.29%Q4 2022Q4 20221
Kathmere Capital Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Beverly Hills Private Wealth, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
ALBION FINANCIAL GROUP /UT 110.24%0.24%0.24%Q2 2023Q2 20231
Blueprint Investment Partners LLC 110.16%0.16%0.16%Q2 2023Q2 20231
Stonehage Fleming (UK) Ltd 111.51%1.51%1.51%Q1 2015Q1 20151
Gateway Wealth Partners, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
MONARCH CAPITAL MANAGEMENT INC/ 110.12%0.12%0.12%Q1 2015Q1 20151
TEACHERS ADVISORS, LLC 110.34%0.34%0.34%Q2 2018Q2 20181
Authentikos Wealth Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Gyon Technologies Capital Management, LP 110.15%0.15%0.15%Q3 2021Q3 20211
Arkfeld Wealth Strategies, L.L.C. 110.42%0.42%0.42%Q4 2019Q4 20191
Williams Jones Wealth Management, LLC. 110.01%0.01%0.01%Q3 2023Q3 20231
Sculptor Capital LP 112.15%2.15%2.15%Q1 2020Q1 20201
Carolina Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
PNC Managed Account Solutions, Inc. 111.13%1.13%1.13%Q2 2021Q2 20211
PFG Investments, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Pioneer Wealth Management Group 110.39%0.39%0.39%Q4 2022Q4 20221
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
ABLE Financial Group, LLC 110.33%0.33%0.33%Q1 2023Q1 20231
Tolleson Wealth Management, Inc. 113.86%3.86%3.86%Q4 2018Q4 20181
Boundary Creek Advisors LP 111.44%1.44%1.44%Q3 2022Q3 20221
ADIRONDACK TRUST CO 110.04%0.04%0.04%Q3 2023Q3 20231
Portside Wealth Group, LLC 110.39%0.39%0.39%Q2 2023Q2 20231
Atomi Financial Group, Inc. 110.34%0.34%0.34%Q3 2023Q3 20231
CMC Financial Group 1146.21%46.21%46.21%Q3 2020Q3 20201
WADDELL & REED FINANCIAL INC 110.04%0.04%0.04%Q2 2020Q2 20201
LOEB PARTNERS CORP 110.20%0.20%0.20%Q4 2016Q4 20161
First County Bank /CT/ 110.13%0.13%0.13%Q4 2022Q4 20221
Karpus Management, Inc. 111.23%1.23%1.23%Q2 2013Q2 20131
SMITH SHELLNUT WILSON LLC /ADV 110.01%0.01%0.01%Q2 2021Q2 20211
Key Bridge Compliance, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
BURNS J W & CO INC/NY 110.39%0.39%0.39%Q3 2023Q3 20231
SYKON CAPITAL LLC 111.71%1.71%1.71%Q3 2023Q3 20231
Newfleet Asset Management, LLC 1115.20%15.20%15.20%Q4 2020Q4 20201
HOWARD FINANCIAL SERVICES, LTD. 110.01%0.01%0.01%Q1 2022Q1 20221
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 111.51%1.51%1.51%Q4 2022Q4 20221
Meridian Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Pictet Asset Management Holding SA 110.02%0.02%0.02%Q3 2023Q3 20231
Cobblestone Asset Management LLC 111.48%1.48%1.48%Q3 2023Q3 20231
Constant Guidance Financial LLC 110.45%0.45%0.45%Q3 2023Q3 20231
Financiere des Professionnels - Fonds d,investissement inc. 110.61%0.61%0.61%Q3 2023Q3 20231
Ferguson Shapiro LLC 116.61%6.61%6.61%Q4 2020Q4 20201
Envestnet Portfolio Solutions, Inc. 110.50%0.50%0.50%Q3 2023Q3 20231
IAMS WEALTH MANAGEMENT, LLC 111.06%1.06%1.06%Q4 2022Q4 20221
ABNER HERRMAN & BROCK LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
RP Investment Advisors LP 1147.10%47.10%47.10%Q2 2020Q2 20201
SYNTAX RESEARCH, INC. 110.74%0.74%0.74%Q3 2023Q3 20231
Pathlight Investors LLC 110.28%0.28%0.28%Q4 2018Q4 20181
United Community Bank 111.82%1.82%1.82%Q3 2023Q3 20231
PACIFIC SUN FINANCIAL CORP 110.12%0.12%0.12%Q4 2017Q4 20171
Hobart Private Capital, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
Lantz Financial LLC 110.16%0.16%0.16%Q1 2021Q1 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Signet Investment Advisory Group, Inc. 110.04%0.04%0.04%Q4 2020Q4 20201
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Questar Asset Management, Inc. 110.49%0.49%0.49%Q4 2018Q4 20181
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q3 2018Q3 20181
Cynosure Group, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
ACIMA PRIVATE WEALTH, LLC 110.05%0.05%0.05%Q3 2019Q3 20191
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Principal Street Partners, LLC 110.08%0.08%0.08%Q3 2019Q3 20191
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CIBC Asset Management Inc 110.11%0.11%0.11%Q2 2020Q2 20201
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
AJ WEALTH STRATEGIES, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Peachtree Investment Partners, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Pekin Hardy Strauss, Inc. 110.04%0.04%0.04%Q4 2014Q4 20141
DUALITY ADVISERS, LP 111.34%1.34%1.34%Q3 2020Q3 20201
Farmers & Merchants Trust Co of Long Beach 110.12%0.12%0.12%Q2 2023Q2 20231
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
F3Logic, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Paulson Wealth Management Inc. 110.13%0.13%0.13%Q4 2017Q4 20171
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Leonard Rickey Investment Advisors P.L.L.C. 110.16%0.16%0.16%Q3 2019Q3 20191
STRATEGIC CAPITAL ADVISERS, INC. 110.00%0.00%0.00%Q3 2019Q3 20191
Santori & Peters, Inc. 110.54%0.54%0.54%Q1 2020Q1 20201
Cerrano Capital Management LP 111.94%1.94%1.94%Q2 2018Q2 20181
Athanor Capital, LP 113.92%3.92%3.92%Q1 2020Q1 20201
FIDUCIENT ADVISORS LLC 110.13%0.13%0.13%Q2 2022Q2 20221
Aries Wealth Management 110.97%0.97%0.97%Q1 2022Q1 20221
Garrett Wealth Advisory Group, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Taylor Hoffman Wealth Management 110.01%0.01%0.01%Q1 2018Q1 20181
Affiance Financial, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
KADENSA CAPITAL Ltd 111.23%1.23%1.23%Q1 2020Q1 20201
CAPITAL ONE, NATIONAL ASSOCIATION 110.09%0.09%0.09%Q4 2019Q4 20191
Measured Wealth Private Client Group, LLC 110.04%0.04%0.04%Q3 2018Q3 20181
Salient Private Client, LLC 110.42%0.42%0.42%Q4 2017Q4 20171
GenWealth Group, Inc. 110.11%0.11%0.11%Q1 2018Q1 20181
Brickley Wealth Management 110.08%0.08%0.08%Q4 2019Q4 20191
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 110.02%0.02%0.02%Q4 2020Q4 20201
TIAA, FSB 110.00%0.00%0.00%Q3 2022Q3 20221
Oak Point Wealth Management 110.01%0.01%0.01%Q4 2017Q4 20171
Stamos Capital Partners, L.P. 110.93%0.93%0.93%Q4 2021Q4 20211
Algebris (UK) Ltd 117.98%7.98%7.98%Q1 2021Q1 20211
Pinnacle Wealth Advisors 110.29%0.29%0.29%Q2 2021Q2 20211
Financial Advisors Network, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD 1124.38%24.38%24.38%Q4 2012Q4 20121
Newfoundland Capital Management 110.20%0.20%0.20%Q2 2019Q2 20191
MANAGED ACCOUNT SERVICES INC 110.15%0.15%0.15%Q1 2017Q1 20171
Hapanowicz & Associates Financial Services, Inc 110.20%0.20%0.20%Q4 2021Q4 20211
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Connecticut Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
EVERETT HARRIS & CO /CA/ 110.05%0.05%0.05%Q2 2013Q2 20131
Arthur Zaske & Associates, LLC 111.16%1.16%1.16%Q3 2016Q3 20161
Chiron Investment Management, LLC 118.87%8.87%8.87%Q2 2017Q2 20171
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q3 2023Q3 20231
Corient Capital Partners, LLC 110.04%0.04%0.04%Q3 2016Q3 20161
IBEX WEALTH ADVISORS 111.06%1.06%1.06%Q3 2016Q3 20161
Delphi Private Advisors LLC 110.01%0.01%0.01%Q1 2017Q1 20171
First Capital Advisors Group, LLC. 110.03%0.03%0.03%Q1 2018Q1 20181
DigitalBridge Group, Inc. 110.30%0.30%0.30%Q4 2022Q4 20221
KHP Capital, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
HPS Investment Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Inspire Investing, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Well Done, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q3 2020Q3 20201
Armbruster Capital Management, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Highland Private Wealth Management 110.06%0.06%0.06%Q2 2019Q2 20191
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Freestate Advisors LLC 113.35%3.35%3.35%Q4 2019Q4 20191
Proficio Capital Partners LLC 110.00%0.00%0.00%Q4 2015Q4 20151
AMERICAN CENTURY COMPANIES INC 110.00%0.00%0.00%Q1 2019Q1 20191
TORRAY INVESTMENT PARTNERS LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Pegasus Partners Ltd. 110.20%0.20%0.20%Q3 2016Q3 20161
Seven Harbour Global, LP 111.19%1.19%1.19%Q4 2015Q4 20151
BRASADA CAPITAL MANAGEMENT, LP 110.00%0.00%0.00%Q3 2018Q3 20181
CAMDEN NATIONAL CORP 110.74%0.74%0.74%Q1 2021Q1 20211
Roble, Belko & Company, Inc 110.01%0.01%0.01%Q3 2021Q3 20211
Zions Bancorporation 110.00%0.00%0.00%Q2 2016Q2 20161
BFAM Partners (Cayman) Ltd 1140.91%40.91%40.91%Q1 2021Q1 20211
GFG Capital, LLC 110.34%0.34%0.34%Q3 2023Q3 20231
Farmer Steven Patrick 110.00%0.00%0.00%Q2 2022Q2 20221
Price Capital Management, Inc. 113.50%3.50%3.50%Q2 2020Q2 20201
Maven Securities LTD 110.01%0.01%0.01%Q3 2022Q3 20221
Point Break Capital Management, LLC 1130.12%30.12%30.12%Q1 2020Q1 20201
J.P. Turner & Co Capital Mnagement, LLC 110.27%0.27%0.27%Q4 2014Q4 20141
FIRST FINANCIAL EQUITY CORPORATION 110.15%0.15%0.15%Q1 2017Q1 20171
Compass Ion Advisors, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
ARXIS SECURITIES LLC 110.35%0.35%0.35%Q4 2016Q4 20161
WINTON GROUP Ltd 110.17%0.17%0.17%Q4 2020Q4 20201
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 110.50%0.50%0.50%Q4 2022Q4 20221
Hitchwood Capital Management LP 118.50%8.50%8.50%Q4 2020Q4 20201
ISZO CAPITAL MANAGEMENT LP 110.56%0.56%0.56%Q4 2014Q4 20141
NBC SECURITIES, INC. 110.49%0.49%0.49%Q3 2023Q3 20231
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Glendon Capital Management LP 113.44%3.44%3.44%Q1 2020Q1 20201
Signator Financial Services, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
SIGNET MANAGEMENT USA, LLC 110.16%0.16%0.16%Q4 2013Q4 20131
Three Peaks Capital Management, LLC 110.15%0.15%0.15%Q2 2019Q2 20191
Paradigm Financial Advisors, LLC 110.02%0.02%0.02%Q1 2014Q1 20141
Emso Asset Management Ltd 1111.50%11.50%11.50%Q1 2022Q1 20221
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q3 2016Q3 20161
IRON Financial LLC 110.12%0.12%0.12%Q4 2020Q4 20201
WASATCH ADVISORS LP 110.00%0.00%0.00%Q1 2014Q1 20141
Field & Main Bank 110.01%0.01%0.01%Q2 2022Q2 20221
Formidable Asset Management, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
BOLTON LP 114.24%4.24%4.24%Q4 2013Q4 20131
BIP Wealth, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Black Maple Capital Management LP 112.36%2.36%2.36%Q4 2020Q4 20201
Winch Advisory Services, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Stone Ridge Asset Management LLC 116.48%6.48%6.48%Q2 2016Q2 20161
Osborn Williams & Donohoe LLC 110.40%0.40%0.40%Q1 2019Q1 20191
COUNTRY CLUB BANK /GFN 110.02%0.02%0.02%Q1 2022Q1 20221
East Coast Asset Management, LLC. 110.01%0.01%0.01%Q2 2013Q2 20131
ACORNS SECURITIES, LLC 1111.49%11.49%11.49%Q4 2017Q4 20171
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
WHITENER CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q1 2018Q1 20181
New Century Advisors, LLC 117.65%7.65%7.65%Q1 2016Q1 20161
Pure Financial Advisors, LLC 110.09%0.09%0.09%Q4 2014Q4 20141
CTC Alternative Strategies, Ltd. 1122.84%22.84%22.84%Q2 2023Q2 20231
Trutina Financial LLC 110.10%0.10%0.10%Q1 2014Q1 20141
Airain ltd 110.02%0.02%0.02%Q2 2017Q2 20171
Marketfield Asset Management LLC 1116.85%16.85%16.85%Q3 2016Q3 20161
Gilman Hill Asset Management, LLC 110.02%0.02%0.02%Q4 2013Q4 20131
Pendal Group Ltd 110.00%0.00%0.00%Q4 2022Q4 20221
NEXT Financial Holdings 110.05%0.05%0.05%Q1 2019Q1 20191
EFG CAPITAL INTERNATIONAL CORP. 111.17%1.17%1.17%Q2 2023Q2 20231
Triangle Securities Wealth Management 110.06%0.06%0.06%Q2 2013Q2 20131
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 110.16%0.16%0.16%Q2 2018Q2 20181
Corre Partners Management, LLC 1126.66%26.66%26.66%Q1 2022Q1 20221
Higher Moment Aurora Fund, LP 1116.48%16.48%16.48%Q3 2017Q3 20171
Telemetry Investments, L.L.C. 117.21%7.21%7.21%Q2 2019Q2 20191
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 111.28%1.28%1.28%Q1 2020Q1 20201
Ceros Financial Services Inc. 110.74%0.74%0.74%Q1 2019Q1 20191
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
FIRST INTERSTATE BANCSYSTEM INC 110.04%0.04%0.04%Q1 2021Q1 20211
Aristotle Capital Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Edgestream Partners, L.P. 110.88%0.88%0.88%Q3 2023Q3 20231
Ground Swell Capital, LLC 110.54%0.54%0.54%Q2 2023Q2 20231
CAPITAL ADVISORS INC/OK 110.02%0.02%0.02%Q4 2016Q4 20161
One William Street Capital Management, L.P. 1148.61%48.61%48.61%Q4 2022Q4 20221
XR Securities LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Lyons Wealth Management, LLC. 110.31%0.31%0.31%Q1 2018Q1 20181
NORTH AMERICAN MANAGEMENT CORP 110.09%0.09%0.09%Q1 2014Q1 20141
V3 Capital Management, L.P. 119.57%9.57%9.57%Q3 2021Q3 20211
Soroban Capital Partners LP 111.65%1.65%1.65%Q4 2015Q4 20151
MSD Partners, L.P. 111.48%1.48%1.48%Q1 2021Q1 20211
Quantum Capital Management, LLC / NJ 118.01%8.01%8.01%Q2 2013Q2 20131
MIZUHO SECURITIES USA LLC 111.77%1.77%1.77%Q4 2015Q4 20151
Odey Asset Management Group Ltd 110.33%0.33%0.33%Q2 2013Q2 20131
ALTEGRIS ADVISORS, L.L.C. 1154.56%54.56%54.56%Q4 2016Q4 20161
Context Partners Fund, L.P. 111.83%1.83%1.83%Q3 2018Q3 20181
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.87%0.87%0.87%Q2 2020Q2 20201
Verus Financial Partners, Inc. 110.06%0.06%0.06%Q1 2022Q1 20221
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
York Capital Management Global Advisors, LLC 111.26%1.26%1.26%Q1 2020Q1 20201
TWO SIGMA ADVISERS, LP 110.00%0.00%0.00%Q4 2014Q4 20141
Morningstar Investment Services LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BRR OpCo, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Tanglewood Wealth Management, Inc. 110.08%0.08%0.08%Q2 2022Q2 20221
BLUESTEIN R H & CO LLC 110.02%0.02%0.02%Q1 2022Q1 20221
ARROWGRASS CAPITAL PARTNERS (US) LP 112.27%2.27%2.27%Q2 2019Q2 20191
CQS (US), LLC 114.76%4.76%4.76%Q3 2022Q3 20221
OLD MISSION CAPITAL, LLC 110.73%0.73%0.73%Q4 2020Q4 20201
PAYDEN & RYGEL INVESTMENT GROUP 110.59%0.59%0.59%Q3 2023Q3 20231
Assured Investment Management LLC 110.00%0.00%0.00%Q4 2014Q4 20141
GFS Advisors, LLC 110.41%0.41%0.41%Q1 2016Q1 20161
First National Bank of Mount Dora, Trust Investment Services 110.08%0.08%0.08%Q2 2022Q2 20221
FSB PREMIER WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
FNY Managed Accounts LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Cutter & CO Brokerage, Inc. 110.10%0.10%0.10%Q3 2016Q3 20161
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Kohlberg Kravis Roberts & Co. L.P. 110.06%0.06%0.06%Q2 2020Q2 20201
PUBLIC SECTOR PENSION INVESTMENT BOARD 111.03%1.03%1.03%Q2 2023Q2 20231
Lee Financial Co 110.01%0.01%0.01%Q3 2023Q3 20231
Taconic Capital Advisors LP 110.02%0.02%0.02%Q2 2022Q2 20221
Arlington Partners LLC 110.00%0.00%0.00%Q4 2019Q4 20191
SHELTON CAPITAL MANAGEMENT 110.04%0.04%0.04%Q3 2020Q3 20201
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 110.84%0.84%0.84%Q2 2020Q2 20201
PPM AMERICA INC/IL 112.40%2.40%2.40%Q1 2023Q1 20231
Tradeworx Inc. 110.14%0.14%0.14%Q4 2013Q4 20131
American Assets Investment Management, LLC 110.32%0.32%0.32%Q1 2016Q1 20161
Bedell Frazier Investment Counselling, LLC 110.10%0.10%0.10%Q2 2016Q2 20161
Stevens First Principles Investment Advisors 110.00%0.00%0.00%Q2 2017Q2 20171
Visium Asset Management, LP 110.01%0.01%0.01%Q2 2013Q2 20131
Round Table Services, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Baker Ellis Asset Management LLC 110.07%0.07%0.07%Q4 2016Q4 20161
Foothills Asset Management, Ltd. 112.31%2.31%2.31%Q1 2015Q1 20151
Evensky & Katz LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Weiss Asset Management LP 111.77%1.77%1.77%Q2 2022Q2 20221
Indiana Trust & Investment Management CO 110.55%0.55%0.55%Q3 2023Q3 20231
Relative Value Partners, LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Polar Asset Management Partners Inc. 114.41%4.41%4.41%Q4 2018Q4 20181
SHUFRO ROSE & CO LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Marshall Wace North America L.P. 110.09%0.09%0.09%Q1 2020Q1 20201
Buffington Mohr McNeal 110.01%0.01%0.01%Q1 2019Q1 20191
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Luxor Capital Group, LP 110.00%0.00%0.00%Q4 2015Q4 20151
Calamos Advisors LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Timber Hill LLC 110.04%0.04%0.04%Q3 2017Q3 20171
BINGHAM OSBORN & SCARBOROUGH LLC 110.09%0.09%0.09%Q1 2014Q1 20141
BADGLEY PHELPS & BELL INC 110.03%0.03%0.03%Q2 2014Q2 20141
PLATINUM GROVE ASSET MANAGEMENT, LP 112.47%2.47%2.47%Q3 2013Q3 20131
CURIAN CAPITAL LLC 115.33%5.33%5.33%Q4 2015Q4 20151
THOMASPARTNERS, INC. 110.01%0.01%0.01%Q2 2013Q2 20131
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.07%0.07%0.07%Q3 2021Q3 20211
CYRUS CAPITAL PARTNERS, L.P. 1123.22%23.22%23.22%Q4 2019Q4 20191
MCMORGAN & CO LLC 112.72%2.72%2.72%Q1 2023Q1 20231
NIEMANN CAPITAL MANAGEMENT INC 110.97%0.97%0.97%Q4 2019Q4 20191
RATIONAL ADVISORS LLC 110.08%0.08%0.08%Q1 2019Q1 20191
DAVIDSON INVESTMENT ADVISORS 110.03%0.03%0.03%Q4 2019Q4 20191
CAZENOVE CAPITAL MANAGEMENT LTD 110.35%0.35%0.35%Q2 2013Q2 20131
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Zurich Insurance Group Ltd/FI 110.01%0.01%0.01%Q1 2020Q1 20201
FAIRFIELD, BUSH & CO. 110.01%0.01%0.01%Q2 2022Q2 20221
INTEGRATED WEALTH COUNSEL, LLC 110.52%0.52%0.52%Q3 2013Q3 20131
KRS Capital Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Gibson Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
KRAEMATON INVESTMENT ADVISORS, INC 110.00%0.00%0.00%Q4 2022Q4 20221
CTC Capital Management, LLC 1134.68%34.68%34.68%Q1 2023Q1 20231
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Cooperatieve Rabobank U.A. 110.28%0.28%0.28%Q2 2013Q2 20131
CAPITAL CITY TRUST CO/FL 110.06%0.06%0.06%Q2 2023Q2 20231
Joseph Group Capital Management 110.01%0.01%0.01%Q4 2022Q4 20221
CARL STUART INVESTMENT ADVISOR, INC 110.12%0.12%0.12%Q1 2022Q1 20221
GHE, LLC 110.19%0.19%0.19%Q4 2021Q4 20211
WEST MICHIGAN ADVISORS, LLC 110.15%0.15%0.15%Q1 2022Q1 20221
SOUTHERN CAPITAL ADVISORS, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
AHL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.14%0.14%0.14%Q1 2023Q1 20231
Western Pacific Wealth Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
Financial Connections Group, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Simplicity Wealth,LLC 110.50%0.50%0.50%Q3 2023Q3 20231
Carmel Capital Partners, LLC 110.30%0.30%0.30%Q4 2021Q4 20211
WIN ADVISORS, INC 111.09%1.09%1.09%Q2 2023Q2 20231
Schubert & Co 110.03%0.03%0.03%Q1 2023Q1 20231
GOULD ASSET MANAGEMENT LLC /CA/ 110.08%0.08%0.08%Q4 2022Q4 20221
MARIPAU WEALTH MANAGEMENT LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Polus Capital Management Ltd 115.98%5.98%5.98%Q1 2023Q1 20231
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Twelve Points Wealth Management LLC 110.60%0.60%0.60%Q3 2023Q3 20231
Derbend Asset Management 110.15%0.15%0.15%Q3 2023Q3 20231
RiverTree Advisors, LLC 111.41%1.41%1.41%Q4 2020Q4 20201
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
CARRONADE CAPITAL MANAGEMENT, LP 110.02%0.02%0.02%Q1 2023Q1 20231
MONUMENTAL FINANCIAL GROUP INC. 110.03%0.03%0.03%Q1 2022Q1 20221
Paradigm, Strategies in Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
South Shore Capital Advisors 111.36%1.36%1.36%Q3 2021Q3 20211
Triatomic Management LP 1110.11%10.11%10.11%Q2 2022Q2 20221
Sage Investment Advisers LLC 112.17%2.17%2.17%Q4 2022Q4 20221
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
SCOGGIN MANAGEMENT LP 110.22%0.22%0.22%Q4 2014Q4 20141
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Eisler Capital (UK) Ltd. 112.82%2.82%2.82%Q1 2021Q1 20211
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
External links

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