ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.01%0.08%0.83%Q1 2012Q3 2023137
CITIGROUP INC 42420.00%0.24%1.20%Q2 2013Q3 2023126
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.26%1.05%Q2 2013Q3 2023122
Parallax Volatility Advisers, L.P. 42420.00%0.39%3.66%Q2 2013Q3 2023122
BANK OF AMERICA CORP /DE/ 42420.00%0.07%0.48%Q2 2013Q3 2023120
BARCLAYS PLC 42420.02%0.21%1.00%Q2 2013Q3 2023117
ROYAL BANK OF CANADA 42420.00%0.05%0.51%Q2 2013Q3 2023108
UBS Group AG 36360.00%0.12%0.62%Q4 2014Q3 2023107
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.12%0.81%Q2 2013Q3 2023104
Walleye Trading LLC 42420.00%0.07%0.43%Q2 2013Q3 2023103
JANE STREET GROUP, LLC 39390.00%0.38%2.30%Q1 2014Q3 2023103
Cutler Group LLC / CA 32320.00%0.31%2.31%Q4 2015Q3 202389
Citadel Advisors 2910.00%0.11%0.45%Q2 2014Q3 202389
HAP Trading, LLC 2610.00%0.18%4.90%Q2 2013Q3 202389
NOMURA HOLDINGS INC 3390.00%0.19%1.29%Q4 2012Q3 202384
CREDIT SUISSE AG/ 43430.00%0.07%0.78%Q1 2013Q3 202379
HSBC HOLDINGS PLC 3010.00%0.04%0.47%Q1 2012Q3 202378
WOLVERINE TRADING, LLC 840.00%0.18%0.55%Q2 2016Q3 202374
WOLVERINE ASSET MANAGEMENT LLC 2010.00%0.15%0.82%Q2 2013Q4 202173
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.05%Q2 2013Q3 202372
Creative Planning 3380.00%0.01%0.14%Q2 2013Q3 202371
Paloma Partners Management Co 1310.01%0.41%4.06%Q2 2013Q3 202369
MILLENNIUM MANAGEMENT LLC 3640.00%0.04%0.33%Q2 2013Q3 202369
Jefferies Group LLC 2510.00%0.13%2.15%Q2 2013Q3 202266
HighTower Advisors, LLC 3820.00%0.03%0.11%Q2 2013Q3 202366
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.10%0.36%Q2 2013Q3 202359
PRELUDE CAPITAL MANAGEMENT, LLC 1310.01%0.30%2.24%Q2 2013Q3 202358
HUNTINGTON NATIONAL BANK 36200.00%0.05%0.28%Q1 2009Q3 202357
RAYMOND JAMES & ASSOCIATES 42420.00%0.05%0.18%Q2 2013Q3 202356
WELLS FARGO & COMPANY/MN 42420.00%0.04%0.12%Q2 2013Q3 202355
BlackRock Inc. 3810.00%0.02%0.08%Q3 2013Q3 202354
Jump Trading, LLC 1360.03%0.32%1.29%Q1 2014Q4 201849
MARSHALL WACE, LLP 21210.00%0.17%0.73%Q3 2018Q3 202348
XR Securities LLC 1910.00%0.29%3.16%Q1 2018Q3 202347
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.01%0.03%Q4 2012Q3 202344
Bank of New York Mellon Corp 42420.00%0.01%0.02%Q2 2013Q3 202344
US BANCORP \DE\ 42420.00%0.05%0.52%Q2 2013Q3 202343
Freedom Investment Management, Inc. 43430.05%1.50%5.78%Q1 2013Q3 202343
LPL Financial LLC 42420.00%0.26%0.96%Q2 2013Q3 202343
Cetera Advisor Networks LLC 3260.00%0.16%0.77%Q1 2014Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.02%0.04%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.20%0.49%1.08%Q2 2013Q3 202342
MORGAN STANLEY 42420.06%0.19%0.37%Q2 2013Q3 202342
SignalPoint Asset Management, LLC 42420.50%1.32%2.79%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.02%0.18%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.06%0.18%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.03%0.25%0.64%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.00%0.69%1.62%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.00%0.32%1.15%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.10%0.49%Q2 2013Q3 202342
INTERACTIVE FINANCIAL ADVISORS, INC. 42420.00%1.28%5.85%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.02%0.10%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 42420.00%1.18%3.27%Q2 2013Q3 202342
CIBC WORLD MARKET INC. 3920.00%0.18%1.26%Q2 2013Q3 202341
Bach Option Ltd 17170.13%2.01%7.53%Q4 2015Q4 201941
CSS LLC/IL 2910.00%0.20%1.33%Q4 2013Q3 202241
AMERICAN ASSET MANAGEMENT INC. 3381.95%28.66%75.37%Q2 2013Q3 202341
First Heartland Consultants, Inc. 3560.02%0.52%1.73%Q2 2013Q3 202341
Ionic Capital Management LLC 710.00%1.64%23.38%Q3 2013Q4 201941
SEGALL BRYANT & HAMILL, LLC 3560.00%0.01%0.03%Q1 2013Q2 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3920.00%0.15%0.79%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.01%0.03%0.09%Q2 2013Q3 202341
ASSETMARK, INC 41410.04%1.07%2.06%Q3 2013Q3 202341
Rafferty Asset Management, LLC 3130.10%2.06%8.14%Q2 2013Q3 202340
WEDBUSH SECURITIES INC 3810.03%0.26%0.76%Q2 2013Q3 202339
Avior Wealth Management, LLC 25140.01%0.29%1.34%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 39390.03%0.14%0.25%Q1 2014Q3 202339
AMERICAN INTERNATIONAL GROUP, INC. 27120.00%0.01%0.08%Q2 2013Q3 202339
Janney Montgomery Scott LLC 3630.01%0.24%0.87%Q3 2013Q3 202339
FMR LLC 3720.00%0.09%0.27%Q2 2013Q3 202339
Private Advisor Group, LLC 38380.00%0.12%0.62%Q2 2014Q3 202339
SG Americas Securities, LLC 1880.00%0.31%1.37%Q2 2013Q3 202339
OPPENHEIMER & CO INC 3510.01%0.08%0.45%Q2 2013Q3 202339
B. Riley Wealth Advisors, Inc. 3610.01%0.08%0.29%Q2 2013Q3 202339
FDx Advisors, Inc. 26130.03%0.79%2.41%Q4 2013Q3 202339
SHELTON CAPITAL MANAGEMENT 20190.01%0.03%0.11%Q2 2013Q3 202339
Checchi Capital Advisers, LLC 25140.06%0.26%1.41%Q4 2013Q3 202339
BALYASNY ASSET MANAGEMENT L.P. 1210.00%0.15%0.80%Q3 2013Q3 202339
ALLIANCEBERNSTEIN L.P. 2870.00%0.03%0.08%Q2 2014Q3 202338
Stratos Wealth Partners, LTD. 38380.02%0.30%1.93%Q2 2014Q3 202338
CLEAR STREET MARKETS LLC 810.00%0.56%5.83%Q2 2013Q3 202338
INTEGRAL DERIVATIVES, LLC 18180.01%0.11%0.37%Q4 2013Q1 201838
Advisory Services Network, LLC 2710.00%0.56%2.03%Q4 2013Q3 202338
FIRST TRUST ADVISORS LP 3620.00%0.01%0.07%Q2 2013Q3 202338
Raymond James Financial Services Advisors, Inc. 3110.00%0.13%0.53%Q2 2013Q3 202338
Regal Investment Advisors LLC 1910.01%0.61%2.85%Q2 2013Q3 202338
Cetera Advisors LLC 3610.00%0.40%1.05%Q2 2013Q3 202338
Gradient Investments LLC 2410.00%0.04%0.68%Q4 2013Q3 202338
Hilltop Holdings Inc. 2110.05%1.44%7.56%Q1 2015Q3 202337
FARMERS & MERCHANTS INVESTMENTS INC 37370.00%0.00%0.00%Q3 2014Q3 202337
CAPTRUST FINANCIAL ADVISORS 2620.00%0.41%6.20%Q2 2013Q3 202336
E&G Advisors, LP 36360.36%2.80%5.15%Q4 2014Q3 202336
OPTIMUM INVESTMENT ADVISORS 3210.00%0.31%0.75%Q4 2013Q4 202336
Sigma Planning Corp 36360.02%0.24%0.91%Q4 2014Q3 202336
AE Wealth Management LLC 27270.00%1.31%4.74%Q1 2017Q3 202336
VOYA INVESTMENT MANAGEMENT LLC 3420.01%0.19%0.74%Q2 2013Q1 202336
CLEAR INVESTMENT RESEARCH, LLC 35350.07%1.54%3.96%Q1 2015Q3 202335
Voya Financial Advisors, Inc. 35350.10%3.04%8.60%Q1 2015Q3 202335
Legacy Private Trust Co. 2410.04%0.71%1.96%Q2 2014Q3 202335
REGIONS FINANCIAL CORP 25100.00%0.01%0.02%Q4 2014Q3 202335
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2110.02%0.76%2.35%Q4 2013Q3 202335
BENJAMIN F. EDWARDS & COMPANY, INC. 1910.00%0.72%2.81%Q2 2013Q3 202335
Atria Investments, Inc 21140.09%0.71%3.54%Q4 2014Q3 202335
BLAIR WILLIAM & CO/IL 35350.00%0.01%0.03%Q1 2015Q3 202335
TWO SIGMA SECURITIES, LLC 910.00%0.12%0.98%Q4 2014Q3 202334
CONFLUENCE INVESTMENT MANAGEMENT LLC 3130.02%0.30%0.88%Q1 2014Q3 202234
Compagnie Lombard Odier SCmA 18160.01%0.15%0.44%Q4 2014Q3 202334
Peregrine Asset Advisers, Inc. 1410.15%3.45%9.16%Q1 2013Q1 202334
Spot Trading L.L.C 760.00%0.02%0.12%Q2 2013Q4 201634
Baird Financial Group, Inc. 34340.00%0.03%0.10%Q2 2015Q3 202334
CENTRAL TRUST Co 2710.00%0.04%0.24%Q3 2013Q3 202333
TIEMANN INVESTMENT ADVISORS, LLC 33330.15%0.42%0.94%Q3 2015Q3 202333
Hudock, Inc. 33330.00%1.09%6.20%Q3 2014Q3 202233
DEUTSCHE BANK AG\ 1820.00%0.06%0.51%Q3 2013Q3 202333
Advisors Preferred, LLC 2010.01%0.98%14.01%Q1 2014Q3 202333
King Wealth Management Group 3110.07%0.14%0.46%Q2 2013Q3 202333
Transamerica Financial Advisors, Inc. 2310.00%0.73%9.35%Q2 2013Q3 202333
Clear Harbor Asset Management, LLC 3010.05%0.16%0.64%Q2 2013Q4 202233
Brookstone Capital Management 32320.09%1.07%3.95%Q4 2015Q3 202332
Mirae Asset Global Investments Co., Ltd. 2390.01%0.08%0.40%Q3 2015Q3 202332
K2 PRINCIPAL FUND, L.P. 1030.02%2.28%12.04%Q2 2016Q1 202332
Swan Global Investments, LLC 2750.01%0.06%0.16%Q1 2015Q3 202332
Bluefin Trading, LLC 710.00%0.16%1.18%Q2 2013Q2 202032
Brown Advisory Securities, LLC 2660.04%0.47%1.63%Q2 2013Q4 202132
Krilogy Financial LLC 3110.16%0.74%4.12%Q3 2015Q3 202332
Ausdal Financial Partners, Inc. 32320.05%0.49%1.59%Q4 2015Q3 202332
Sage Advisory Services, Ltd.Co. 1310.04%0.48%1.48%Q3 2013Q3 202331
MASSMUTUAL TRUST CO FSB/ADV 2920.00%0.00%0.01%Q2 2014Q4 202331
NewEdge Advisors, LLC 2620.04%0.88%9.92%Q4 2014Q3 202331
CWM, LLC 2120.00%0.20%1.31%Q1 2015Q3 202331
Pinnacle Advisory Group, Inc. 2620.00%4.27%13.97%Q2 2013Q1 202131
Dynamic Advisor Solutions LLC 1120.00%0.45%2.41%Q4 2013Q3 202331
Geneos Wealth Management Inc. 31310.00%0.09%0.35%Q1 2016Q3 202331
Aveo Capital Partners, LLC 28280.00%0.74%1.84%Q4 2016Q3 202331
Argent Trust Co 31310.02%0.13%0.36%Q1 2015Q3 202231
HANCOCK WHITNEY CORP 1910.01%0.11%0.33%Q2 2014Q3 202331
Global Endowment Management, LP 31310.07%0.33%0.92%Q1 2016Q3 202331
Perigon Wealth Management, LLC 1720.01%0.15%0.48%Q2 2014Q3 202331
Brinker Capital Investments, LLC 2650.02%0.14%0.44%Q3 2013Q3 202131
Ifrah Financial Services, Inc. 31310.40%0.86%2.25%Q2 2013Q4 202031
GOULD ASSET MANAGEMENT LLC /CA/ 2560.12%2.82%5.90%Q2 2013Q3 202331
SPROTT INC. 1110.01%0.25%1.06%Q3 2015Q2 202330
TRUIST FINANCIAL CORP 1620.00%0.07%0.31%Q2 2013Q3 202330
MUFG Americas Holdings Corp 2730.00%0.00%0.00%Q4 2010Q2 202230
First Allied Advisory Services, Inc. 30300.14%0.29%0.60%Q2 2013Q3 202030
D.A. DAVIDSON & CO. 2640.00%0.03%0.14%Q2 2013Q3 202330
IndexIQ Advisors LLC 1810.00%0.11%0.47%Q2 2013Q1 202230
SCOTIA CAPITAL INC. 30300.02%0.04%0.14%Q2 2016Q3 202330
CAPSTONE INVESTMENT ADVISORS, LLC 810.00%0.60%3.23%Q4 2013Q3 202330
United Asset Strategies, Inc. 30300.05%0.92%3.99%Q2 2016Q3 202330
Snowden Capital Advisors LLC 2280.03%0.20%1.00%Q1 2016Q3 202330
IFP Advisors, Inc 1760.00%0.36%1.48%Q4 2015Q3 202330
EXANE DERIVATIVES 30300.00%0.14%0.89%Q4 2014Q1 202230
NEXT Financial Group, Inc 30300.06%0.38%1.45%Q3 2014Q4 202130
First Horizon Advisors, Inc. 1510.00%0.54%1.56%Q1 2014Q3 202330
V Wealth Advisors LLC 1110.00%0.30%1.22%Q2 2016Q2 202329
Allworth Financial LP 29290.00%0.01%0.11%Q3 2016Q3 202329
Renaissance Technologies 810.00%0.02%0.15%Q2 2013Q3 202329
PRUDENTIAL FINANCIAL INC 2020.00%0.01%0.02%Q4 2014Q3 202329
PICTON MAHONEY ASSET MANAGEMENT 2810.02%0.09%0.23%Q4 2015Q3 202329
WELLINGTON MANAGEMENT GROUP LLP 2510.00%0.00%0.01%Q2 2013Q4 201929
Tower Research Capital LLC (TRC) 1010.00%0.01%0.07%Q4 2013Q3 202329
WINTRUST INVESTMENTS LLC 18110.04%1.17%2.86%Q2 2016Q3 202329
AMARILLO NATIONAL BANK 28280.04%0.10%0.17%Q3 2016Q2 202328
Verition Fund Management LLC 1110.01%0.35%2.41%Q3 2013Q3 202328
ETRADE Capital Management LLC 2260.00%0.21%0.52%Q2 2013Q3 202028
Fund Evaluation Group, LLC 2440.03%2.39%8.64%Q2 2016Q3 202328
Simplicity Solutions, LLC 2170.01%1.47%6.06%Q3 2016Q3 202328
IPG Investment Advisors LLC 1010.05%0.86%5.06%Q1 2015Q3 202328
Capital Investment Advisory Services, LLC 27270.00%0.29%1.86%Q1 2017Q3 202328
Steward Partners Investment Advisory, LLC 28280.04%0.11%0.33%Q4 2016Q3 202328
STATE STREET CORP 18100.00%0.01%0.02%Q3 2014Q3 202328
LifePlan Financial Group, Inc 2440.02%0.87%3.92%Q2 2013Q3 202028
RiverFront Investment Group, LLC 2410.01%1.09%3.79%Q3 2011Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.05%0.12%0.30%Q2 2013Q4 201927
CWA Asset Management Group, LLC 1890.02%0.47%2.21%Q3 2016Q3 202327
WEALTHSOURCE PARTNERS, LLC 1920.05%0.26%0.65%Q1 2016Q3 202327
USCA RIA LLC 2340.03%0.50%4.08%Q2 2014Q2 202127
Harvest Fund Management Co., Ltd 27270.00%0.17%0.98%Q1 2017Q3 202327
QS Investors, LLC 27270.48%1.29%1.74%Q4 2014Q2 202127
BB&T SECURITIES, LLC 26260.00%0.05%0.32%Q2 2013Q3 201927
Squarepoint Ops LLC 520.00%0.16%0.49%Q1 2016Q1 202227
COMMERZBANK AKTIENGESELLSCHAFT /FI 2340.01%0.15%0.68%Q2 2013Q1 202027
Cetera Investment Advisers 1710.03%0.25%0.60%Q4 2015Q3 202327
Global Retirement Partners, LLC 2070.00%0.03%0.13%Q4 2016Q3 202327
NWAM LLC 1250.02%0.30%0.80%Q1 2014Q3 202327
Dorsey Wright & Associates 620.04%0.54%1.80%Q4 2013Q2 202326
Lombard Odier Asset Management (USA) Corp 1010.06%1.39%8.57%Q2 2017Q3 202326
Parallel Advisors, LLC 2510.00%0.46%1.51%Q1 2017Q3 202326
SIGNATUREFD, LLC 1910.00%0.04%1.00%Q2 2013Q3 202326
CREATIVE FINANCIAL DESIGNS INC /ADV 2330.00%0.13%1.10%Q1 2017Q3 202326
SUNTRUST BANKS INC 26260.01%0.03%0.09%Q2 2013Q3 201926
UBS ASSET MANAGEMENT AMERICAS INC 26260.00%0.01%0.04%Q2 2013Q3 201926
BOOTHBAY FUND MANAGEMENT, LLC 1010.01%0.19%1.03%Q4 2014Q3 202326
Edgestream Partners, L.P. 910.05%4.97%41.54%Q3 2015Q1 202326
MML INVESTORS SERVICES, LLC 26260.06%0.29%0.52%Q2 2017Q3 202326
Venturi Wealth Management, LLC 2060.02%1.54%7.63%Q1 2017Q3 202326
CULLEN/FROST BANKERS, INC. 2020.00%0.06%0.92%Q1 2014Q3 202325
PINNACLE FINANCIAL PARTNERS INC 1620.00%0.14%0.64%Q1 2017Q3 202325
Westside Investment Management, Inc. 1510.00%0.31%0.83%Q4 2016Q3 202325
Nationwide Fund Advisors 1810.00%10.60%20.64%Q2 2015Q3 202325
DAVENPORT & Co LLC 1020.00%0.06%0.32%Q4 2014Q3 202325
CI INVESTMENTS INC. 1960.02%0.82%2.40%Q3 2016Q3 202325
TORONTO DOMINION BANK 1410.00%0.14%2.03%Q2 2013Q3 202325
Arete Wealth Advisors, LLC 2310.02%0.44%1.68%Q4 2014Q3 202325
METROPOLITAN LIFE INSURANCE CO/NY 2140.45%1.11%2.42%Q2 2013Q3 201925
Sound Income Strategies, LLC 24240.00%0.01%0.09%Q4 2017Q3 202325
Keel Point, LLC 25250.18%1.71%4.75%Q3 2017Q3 202325
Prospera Financial Services Inc 820.01%0.20%0.63%Q1 2014Q3 202325
BESSEMER GROUP INC 2210.00%0.00%0.01%Q3 2015Q3 202325
Cambria Investment Management, L.P. 24240.17%1.10%2.77%Q4 2014Q3 202024
HCR Wealth Advisors 1770.08%2.34%9.09%Q4 2016Q3 202324
Belpointe Asset Management LLC 1860.04%0.50%1.38%Q3 2017Q3 202324
UNITED SERVICES AUTOMOBILE ASSOCIATION 2130.01%0.13%0.69%Q2 2013Q2 201924
FormulaFolio Investments, LLC 24240.06%0.72%2.59%Q3 2015Q2 202124
M&T BANK CORP 1210.00%0.01%0.04%Q2 2013Q4 202024
Carroll Financial Associates, Inc. 24240.00%0.01%0.15%Q1 2016Q4 202124
Ballew Advisors, Inc 24240.62%1.63%4.44%Q4 2017Q3 202324
Sandy Spring Bank 1720.00%0.01%0.02%Q1 2016Q3 202324
Cardan Capital Partners, LLC 24240.08%2.93%8.04%Q4 2015Q3 202124
Mutual Advisors, LLC 24240.06%0.23%0.54%Q4 2017Q3 202324
IHT Wealth Management, LLC 1350.02%0.34%1.31%Q4 2016Q3 202324
AVALON CAPITAL MANAGEMENT 510.33%5.48%14.24%Q2 2013Q4 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.09%0.24%Q4 2017Q3 202324
Bray Capital Advisors 23230.01%0.01%0.01%Q1 2018Q3 202323
Integrated Wealth Concepts LLC 2030.02%0.50%2.66%Q4 2017Q3 202323
Cornerstone Wealth Management, LLC 910.02%0.10%0.64%Q1 2016Q3 202323
COMERICA BANK 1910.00%0.01%0.09%Q2 2013Q3 202323
MADISON INVESTMENT HOLDINGS INC 1940.01%0.62%1.46%Q2 2013Q3 201923
WealthShield Partners, LLC 23230.03%0.26%0.99%Q1 2018Q3 202323
Proficio Capital Partners LLC 920.01%2.95%24.67%Q4 2015Q3 202223
Crabel Capital Management, LLC 1490.28%1.09%3.86%Q4 2017Q3 202323
REILLY FINANCIAL ADVISORS, LLC 1910.00%0.00%0.01%Q2 2013Q4 202123
Affiance Financial, LLC 1850.13%0.48%0.95%Q1 2015Q3 202323
CENTAURUS FINANCIAL, INC. 23230.04%0.37%1.03%Q1 2018Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 2120.05%1.15%1.79%Q4 2015Q3 202323
Family Firm, Inc. 23230.23%0.32%0.40%Q1 2018Q3 202323
BLUEFIN CAPITAL MANAGEMENT, LLC 710.00%0.05%0.41%Q4 2020Q3 202323
PFS INVESTMENTS INC. 23230.56%1.04%1.66%Q4 2017Q2 202323
Richard Bernstein Advisors LLC 2010.00%0.01%0.04%Q1 2015Q3 202323
Koshinski Asset Management, Inc. 2120.03%0.38%1.17%Q4 2017Q3 202323
BlueCrest Capital Management Ltd 510.04%0.88%3.74%Q3 2014Q3 202323
PEAK6 Investments LLC 910.00%0.03%0.18%Q2 2020Q3 202323
STEPHENS INC /AR/ 22220.01%0.05%0.24%Q2 2018Q3 202322
Financial Architects, Inc 1910.00%0.05%0.29%Q2 2015Q1 202222
Winslow, Evans & Crocker, Inc. 910.00%0.04%0.48%Q2 2014Q4 202022
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1310.02%0.19%0.82%Q2 2014Q4 202122
Foundations Investment Advisors, LLC 22220.02%2.00%14.05%Q2 2018Q3 202322
Moors & Cabot, Inc. 1210.01%0.08%0.76%Q1 2016Q3 202322
Financial Advocates Investment Management 2110.02%0.29%0.77%Q4 2017Q3 202322
AdvisorNet Financial, Inc 1660.00%0.12%1.64%Q4 2017Q3 202322
DRW Securities, LLC 610.01%0.20%0.63%Q4 2013Q2 202322
Tuttle Capital Management, LLC 810.14%5.28%22.42%Q1 2014Q2 202121
Money Design Co.,Ltd. 21211.39%3.48%5.92%Q3 2017Q3 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.29%0.86%Q3 2018Q3 202321
PRUDENTIAL PLC 1310.00%0.18%2.04%Q2 2013Q3 202321
Neuberger Berman Group LLC 1730.00%0.01%0.02%Q1 2018Q3 202321
Stone House Investment Management, LLC 1010.07%0.66%1.73%Q2 2017Q3 202321
INSIGHT 2811, INC. 1810.22%5.83%23.89%Q4 2014Q2 202321
CADINHA & CO LLC 1920.09%4.17%15.06%Q2 2016Q2 202321
Horizon Investments, LLC 510.00%0.61%2.48%Q1 2014Q3 202321
FINANCIAL LIFE ADVISORS 1290.67%5.16%7.79%Q4 2017Q1 202321
Sowell Financial Services LLC 720.12%0.34%1.16%Q4 2016Q3 202321
PEAK6 Group LLC 310.00%0.05%0.44%Q2 2013Q2 201821
OneDigital Investment Advisors LLC 1730.00%0.06%0.28%Q2 2018Q3 202321
Family Capital Trust Co 21211.57%2.76%5.88%Q1 2016Q1 202121
EVERGREEN CAPITAL MANAGEMENT LLC 2010.06%3.61%12.07%Q2 2013Q3 201821
PARK AVENUE SECURITIES LLC 1410.06%0.45%1.38%Q3 2015Q3 202321
Oxbow Advisors, LLC 810.03%6.25%12.85%Q2 2013Q3 202321
NORTH AMERICAN MANAGEMENT CORP 21211.50%2.44%4.76%Q1 2016Q1 202121
SIMPLEX TRADING, LLC 710.00%0.23%0.94%Q2 2015Q3 202321
Deane Retirement Strategies, Inc. 1210.00%15.45%27.80%Q4 2014Q2 202321
Patten Group, Inc. 1510.02%0.07%0.30%Q4 2014Q4 202021
1834 INVESTMENT ADVISORS CO 1920.00%0.03%0.07%Q4 2017Q3 202321
Regis Management CO LLC 21212.51%5.60%13.17%Q1 2013Q1 201821
MASTERS CAPITAL MANAGEMENT LLC 911.36%7.21%17.02%Q4 2014Q3 202321
ALERUS FINANCIAL NA 1710.43%0.56%0.77%Q4 2016Q3 202320
FRANKLIN RESOURCES INC 1550.00%0.00%0.04%Q2 2016Q3 202320
Aptus Capital Advisors, LLC 16160.00%0.95%8.63%Q4 2019Q3 202320
Van Hulzen Asset Management, LLC 1710.02%0.27%0.91%Q4 2015Q3 202320
CreativeOne Wealth, LLC 20200.04%0.12%0.62%Q4 2018Q3 202320
Trek Financial, LLC 20200.28%5.09%13.86%Q4 2018Q3 202320
HRT FINANCIAL LP 1010.00%0.53%1.29%Q3 2016Q3 202320
SUMITOMO MITSUI FINANCIAL GROUP, INC. 1910.01%0.11%0.58%Q1 2018Q3 202320
Archer Investment Corp 20200.00%0.02%0.08%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.01%0.73%2.02%Q1 2018Q3 202320
GM Advisory Group, LLC 1310.11%6.32%14.11%Q4 2017Q3 202320
FinTrust Capital Advisors, LLC 20200.00%0.05%0.21%Q4 2018Q3 202320
Virtue Capital Management, LLC 1420.00%0.84%2.79%Q4 2017Q3 202320
Patriot Financial Group Insurance Agency, LLC 1310.00%0.05%0.20%Q2 2017Q3 202320
FNY Investment Advisers, LLC 320.00%0.16%1.39%Q2 2018Q3 202320
SHEPHERD KAPLAN KROCHUK, LLC 1460.06%1.28%9.04%Q2 2013Q3 202320
Rehmann Capital Advisory Group 510.00%0.20%0.67%Q2 2010Q3 202320
Solstein Capital, LLC 1090.00%1.80%6.52%Q3 2018Q3 202320
American Portfolios Advisors 20200.01%0.07%0.30%Q4 2017Q3 202220
MEEDER ASSET MANAGEMENT INC 1210.00%0.54%3.40%Q1 2015Q3 202320
Centiva Capital, LP 610.00%0.21%0.60%Q3 2018Q3 202320
Robinson Value Management, Ltd. 810.08%1.62%2.88%Q4 2016Q3 202320
One Day In July LLC 20205.06%7.88%12.87%Q4 2018Q3 202320
Disciplina Capital Management LLC 20200.12%5.00%8.38%Q4 2018Q3 202320
MACKENZIE FINANCIAL CORP 20200.04%0.30%0.55%Q4 2018Q3 202320
Almanack Investment Partners, LLC. 1110.03%1.52%4.95%Q1 2017Q2 202320
Darwin Wealth Management, LLC 1720.08%1.27%3.21%Q2 2016Q1 202319
QVR LLC 990.56%22.15%74.27%Q4 2018Q4 202019
NVWM, LLC 1310.02%0.35%1.60%Q4 2017Q3 202319
LIBERTY WEALTH MANAGEMENT LLC 1630.10%0.87%2.47%Q4 2018Q3 202319
BRINKER CAPITAL INC 1610.04%0.81%5.32%Q4 2014Q2 202019
COASTLAND CAPITAL LLC 990.34%5.92%26.86%Q3 2015Q3 201719
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1010.10%0.82%3.71%Q2 2014Q3 202219
Banco BTG Pactual S.A. 610.01%1.84%7.24%Q1 2017Q4 202219
EDMOND DE ROTHSCHILD HOLDING S.A. 810.00%0.02%0.09%Q2 2015Q3 202219
Fort Point Capital Partners LLC 830.01%0.49%2.04%Q3 2016Q3 202319
BCM ADVISORS, LLC 19190.34%6.38%9.12%Q1 2019Q3 202319
WESBANCO BANK INC 1180.05%0.09%0.26%Q4 2018Q3 202319
Wealthcare Advisory Partners LLC 930.00%0.16%0.70%Q4 2017Q3 202319
TWO SIGMA INVESTMENTS, LP 310.00%0.04%0.44%Q1 2016Q2 202319
FLAGSHIP HARBOR ADVISORS, LLC 1710.03%0.10%0.26%Q4 2016Q3 202319
INFRASTRUCTURE CAPITAL ADVISORS, LLC 1310.02%2.16%17.96%Q4 2016Q2 202219
M Holdings Securities, Inc. 1210.05%0.26%0.53%Q2 2016Q2 202319
Newfound Research LLC 19190.01%0.78%3.72%Q4 2015Q2 202019
Rockefeller Capital Management L.P. 19190.00%0.12%0.21%Q1 2019Q3 202319
FIRST NATIONAL CORP /MA/ /ADV 1270.10%4.27%9.96%Q4 2018Q3 202319
PICTET ASSET MANAGEMENT LTD 1810.00%0.01%0.03%Q2 2016Q2 202119
Aspire Private Capital, LLC 19190.00%0.02%0.10%Q1 2019Q3 202319
Signature Wealth Management Group 1090.23%1.01%2.08%Q4 2017Q2 202319
NATIXIS 1540.04%0.23%0.42%Q3 2018Q3 202319
Rice Partnership, LLC 18180.02%0.05%0.13%Q2 2019Q3 202318
GREAT VALLEY ADVISOR GROUP, INC. 1530.02%0.20%1.07%Q1 2019Q3 202318
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1320.01%1.24%2.84%Q2 2013Q3 202318
Shay Capital LLC 730.02%0.35%1.10%Q4 2020Q3 202318
ExodusPoint Capital Management, LP 310.00%0.20%1.11%Q4 2020Q3 202318
KORNITZER CAPITAL MANAGEMENT INC /KS 18180.01%0.03%0.05%Q2 2019Q3 202318
MIZUHO SECURITIES USA LLC 1510.02%21.96%91.42%Q2 2013Q2 201818
BDO Wealth Advisors, LLC 820.00%0.12%0.46%Q2 2017Q4 202218
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1710.01%0.73%1.35%Q4 2016Q2 202318
Sargent Bickham Lagudis LLC 1410.00%0.03%0.44%Q2 2017Q4 202218
Man Group plc 510.00%0.05%0.18%Q4 2018Q3 202318
BOKF, NA 910.00%0.05%0.14%Q3 2017Q3 202318
Institute for Wealth Management, LLC. 1410.00%0.09%0.21%Q4 2017Q3 202318
Concorde Asset Management, LLC 1710.26%0.72%1.60%Q4 2016Q3 202318
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 610.01%0.35%1.16%Q4 2019Q3 202318
Commonwealth Equity Services, Inc 18180.02%0.11%0.33%Q2 2013Q3 201718
Icon Wealth Partners, LLC 1230.10%0.46%1.10%Q4 2017Q3 202318
Vestmark Advisory Solutions, Inc. 18180.04%0.39%0.84%Q1 2019Q2 202318
MAKENA CAPITAL MANAGEMENT LLC 1440.61%1.57%4.46%Q2 2015Q3 202018
Invst, LLC 18180.75%2.03%6.87%Q2 2019Q3 202318
LEVEL FOUR ADVISORY SERVICES, LLC 1410.03%0.17%0.66%Q4 2016Q3 202318
JANUS HENDERSON GROUP PLC 1620.00%0.00%0.00%Q2 2017Q4 202118
Csenge Advisory Group 1710.02%0.13%0.30%Q3 2018Q3 202318
Concert Wealth Management Inc. 970.00%0.33%0.66%Q2 2013Q2 201718
Jaffetilchin Investment Partners, LLC 18180.03%0.21%1.24%Q2 2019Q3 202318
LINCOLN NATIONAL CORP 430.01%0.16%0.80%Q2 2017Q3 202318
COLONY GROUP LLC 510.01%0.05%0.15%Q3 2015Q3 202318
SIGNET FINANCIAL MANAGEMENT, LLC 1410.00%0.29%0.69%Q4 2015Q4 202118
UBS AG 660.00%0.05%0.11%Q2 2013Q3 201418
Genesee Capital Advisors, LLC 1030.13%0.33%1.29%Q4 2018Q3 202318
Advocacy Wealth Management Services, LLC 18180.00%0.01%0.02%Q4 2017Q1 202218
Sunbelt Securities, Inc. 1710.01%0.20%0.66%Q1 2019Q3 202318
Joseph P. Lucia & Associates, LLC 18180.11%0.54%1.78%Q1 2019Q2 202318
RAYMOND JAMES TRUST N.A. 1010.01%0.04%0.07%Q4 2017Q3 202318
Riggs Asset Managment Co. Inc. 1210.00%0.18%0.88%Q1 2017Q3 202318
Robertson Stephens Wealth Management, LLC 910.04%1.05%5.32%Q4 2018Q3 202318
Weaver Consulting Group 840.07%0.12%0.15%Q1 2019Q3 202317
Betterment LLC 820.00%0.01%0.02%Q2 2016Q3 202317
ARGI Investment Services, LLC 810.00%1.13%3.02%Q1 2016Q4 202217
Jackson Hole Capital Partners, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
Laffer Tengler Investments, Inc. 1430.00%0.02%0.28%Q2 2013Q4 202017
UBS OCONNOR LLC 810.00%0.02%0.18%Q2 2013Q3 201917
Shamrock Asset Management LLC 710.00%0.75%3.26%Q3 2014Q3 201917
Cypress Wealth Services, LLC 17170.10%0.24%0.80%Q3 2019Q3 202317
Winfield Associates, Inc. 1410.01%0.03%0.18%Q4 2013Q1 202017
Financial Enhancement Group LLC 940.05%1.16%4.62%Q2 2015Q1 202117
NATIONAL PLANNING CORP 1310.03%0.25%0.77%Q2 2013Q4 201717
SCS Capital Management LLC 1610.00%1.56%4.59%Q3 2013Q3 202017
NewSquare Capital LLC 1110.00%0.90%2.42%Q1 2014Q4 202217
Salient Capital Advisors, LLC 17170.03%0.04%0.06%Q2 2013Q2 201717
Kingsview Wealth Management, LLC 610.00%0.09%0.32%Q2 2017Q3 202317
Good Life Advisors, LLC 17170.03%0.11%0.32%Q3 2019Q3 202317
HL FINANCIAL SERVICES LLC 17170.01%0.07%0.25%Q2 2013Q2 201717
Allianz Asset Management GmbH 810.00%0.00%0.04%Q3 2015Q3 202317
MERCER GLOBAL ADVISORS INC /ADV 17170.00%0.02%0.09%Q3 2019Q3 202317
NORTHERN TRUST CORP 1310.00%0.00%0.00%Q3 2013Q3 202317
Meridian Wealth Advisors, LLC 17170.08%0.56%1.80%Q3 2019Q3 202317
Financial Sense Advisors, Inc. 710.11%4.70%29.56%Q1 2016Q3 202317
MGO ONE SEVEN LLC 1110.01%0.08%0.28%Q4 2017Q3 202317
Frontier Wealth Management LLC 1010.02%0.35%1.63%Q4 2014Q4 202117
Virtu KCG Holdings LLC 16160.01%0.27%1.27%Q3 2013Q2 201717
STRATEGY ASSET MANAGERS LLC 1050.00%0.28%0.73%Q4 2019Q3 202317
Trellus Management Company, LLC 710.20%3.94%24.89%Q2 2013Q2 202317
Q3 Asset Management 910.20%3.67%13.06%Q4 2017Q3 202317
Kovack Advisors, Inc. 410.02%0.15%0.36%Q1 2016Q3 202317
Pacifica Partners Inc. 17170.20%0.72%2.16%Q4 2019Q4 202317
American Assets Investment Management, LLC 1070.02%0.38%0.93%Q3 2017Q2 202317
TRUSTCORE FINANCIAL SERVICES, LLC 16160.01%0.03%0.08%Q1 2019Q4 202216
1832 Asset Management L.P. 710.00%0.04%0.17%Q3 2015Q3 202316
Deer Park Road Corp 410.40%3.51%12.22%Q3 2018Q3 202216
CKW FINANCIAL GROUP 16160.00%0.00%0.01%Q4 2019Q3 202316
Focused Wealth Management, Inc 710.00%0.02%0.06%Q3 2014Q3 202316
OLD MISSION CAPITAL LLC 410.04%0.56%1.78%Q2 2017Q3 202316
Investors Research Corp 16160.00%0.01%0.01%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.00%0.18%1.01%Q4 2019Q3 202316
NWK Group, Inc. 16160.04%0.06%0.09%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.03%0.07%Q4 2019Q3 202316
CAXTON ASSOCIATES LP 210.01%1.30%9.83%Q2 2015Q4 202216
Homrich & Berg 610.01%0.06%0.22%Q1 2015Q3 202116
Cresset Asset Management, LLC 1240.00%0.01%0.02%Q4 2018Q3 202316
CITY HOLDING CO 640.00%0.01%0.02%Q1 2016Q1 202216
CASTLEARK MANAGEMENT LLC 16160.11%1.02%2.46%Q1 2016Q4 201916
Madison Asset Management, LLC 16160.21%0.84%1.72%Q4 2019Q3 202316
Versant Capital Management, Inc 16160.00%0.00%0.01%Q1 2020Q4 202316
Avestar Capital, LLC 970.02%0.05%0.14%Q4 2017Q1 202216
BALLAST ADVISORS LLC 16160.00%0.91%1.86%Q4 2019Q3 202316
J. Goldman & Co LP 410.02%0.38%1.98%Q2 2013Q3 202316
Arrow Investment Advisors, LLC 521.30%3.54%10.02%Q2 2017Q2 202316
Barry Investment Advisors, LLC 1060.08%5.76%16.78%Q3 2018Q3 202216
First PREMIER Bank 16160.01%0.03%0.05%Q4 2019Q3 202316
Glovista Investments LLC 610.05%1.89%5.77%Q2 2013Q1 202316
HARBOR INVESTMENT ADVISORY, LLC 870.00%0.01%0.07%Q4 2019Q3 202316
ALETHEA CAPITAL MANAGEMENT, LLC 810.00%2.12%7.29%Q1 2016Q3 202316
LAZARD ASSET MANAGEMENT LLC 710.00%0.03%0.21%Q2 2013Q3 202316
Global Trust Asset Management, LLC 1410.00%0.01%0.02%Q4 2017Q2 202316
K.J. Harrison & Partners Inc 710.13%1.55%4.97%Q3 2015Q2 202316
Faithward Advisors, LLC 1150.01%0.23%2.00%Q3 2019Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16160.10%0.63%1.40%Q4 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.04%0.12%Q4 2019Q3 202316
Clean Yield Group 1420.01%0.19%0.40%Q2 2016Q3 202316
Savior LLC 16160.00%0.14%0.37%Q4 2019Q3 202316
Litman Gregory Wealth Management LLC 880.00%0.02%0.06%Q1 2016Q1 202116
WealthTrust-Arizona, LLC 16160.07%0.10%0.15%Q1 2015Q4 201816
Capital Analysts, LLC 1010.00%0.01%0.14%Q4 2012Q3 202316
MOLLER WEALTH PARTNERS 920.26%4.56%9.16%Q3 2014Q2 201915
Biondo Investment Advisors, LLC 15150.10%0.14%0.18%Q1 2020Q3 202315
Quintium Advisors, LLC 990.39%3.69%10.93%Q4 2013Q4 201515
Connecticut Wealth Management, LLC 15150.19%0.50%0.88%Q2 2019Q4 202215
Soltis Investment Advisors LLC 1410.03%0.22%0.49%Q4 2019Q3 202315
Baystate Wealth Management LLC 910.00%0.00%0.03%Q4 2017Q3 202315
Virtus Fund Advisers, LLC 15150.00%0.01%0.02%Q2 2014Q4 201715
LEUTHOLD GROUP, LLC 710.04%0.30%0.37%Q1 2018Q3 202315
GeoWealth Management, LLC 1410.13%0.44%1.31%Q3 2019Q3 202315
J. W. Coons Advisors, LLC 15150.14%0.25%0.44%Q1 2020Q3 202315
PRINCIPAL FINANCIAL GROUP INC 1230.00%0.00%0.00%Q4 2018Q3 202315
Western Wealth Management, LLC 610.00%0.05%0.17%Q1 2019Q3 202315
Summit X, LLC 610.12%0.69%2.32%Q2 2017Q3 202315
BAILARD, INC. 510.04%4.13%9.67%Q3 2014Q3 202315
TCI Wealth Advisors, Inc. 510.00%0.01%0.04%Q4 2013Q1 202315
Hamilton Wealth, LLC 810.10%3.46%6.34%Q1 2019Q3 202315
SYMMETRY PEAK MANAGEMENT LLC 410.04%1.17%4.52%Q2 2014Q3 202315
BlackRock Investment Management, LLC 860.00%0.00%0.01%Q2 2013Q4 201615
Waratah Capital Advisors Ltd. 410.01%2.35%7.40%Q3 2013Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.00%0.01%0.01%Q2 2013Q4 201615
Lattice Strategies LLC 930.16%0.73%1.94%Q2 2013Q1 201915
WealthPLAN Partners, LLC 810.00%0.11%0.24%Q1 2015Q4 202315
MSI Financial Services Inc 15150.05%0.17%0.33%Q2 2013Q4 201615
Retirement Group, LLC 1410.01%2.20%5.30%Q4 2019Q3 202315
Advisor Group, Inc. 15150.06%0.19%0.60%Q2 2016Q4 201915
OPPENHEIMER ASSET MANAGEMENT INC. 1320.00%0.01%0.02%Q1 2017Q2 202115
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 15151.45%1.84%2.53%Q1 2020Q3 202315
Ballentine Partners, LLC 1410.00%0.03%0.05%Q3 2017Q1 202215
Verity Asset Management, Inc. 510.20%0.55%1.50%Q1 2014Q1 202315
Bison Wealth, LLC 1110.01%0.06%0.22%Q1 2015Q3 202315
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15150.00%0.01%0.03%Q1 2020Q3 202315
Day & Ennis, LLC 910.08%0.30%0.51%Q2 2017Q3 202315
OSAIC HOLDINGS, INC. 15150.11%0.23%0.52%Q1 2020Q3 202315
Mariner, LLC 510.00%0.06%0.15%Q2 2013Q3 202315
FOUNDERS FINANCIAL SECURITIES LLC 520.04%0.16%0.32%Q4 2014Q3 202315
WHITTIER TRUST CO 1320.00%0.00%0.01%Q2 2016Q3 202315
Vanguard Capital Wealth Advisors 610.01%0.80%2.08%Q1 2018Q3 202315
Arkadios Wealth Advisors 1320.00%0.18%1.34%Q4 2019Q3 202315
ONE Advisory Partners, LLC 14140.20%0.71%2.27%Q2 2020Q3 202314
MARINER INVESTMENT GROUP LLC 310.00%0.25%1.48%Q2 2013Q4 201714
NKCFO LLC 1040.11%0.21%0.52%Q3 2019Q2 202314
C M BIDWELL & ASSOCIATES LTD 14140.01%0.01%0.02%Q2 2019Q3 202214
Jacobi Capital Management LLC 1110.00%0.51%2.78%Q2 2016Q1 202314
Clearstead Advisors, LLC 820.00%0.17%0.54%Q4 2016Q2 202314
Granite Investment Partners, LLC 14140.00%0.02%0.05%Q2 2018Q3 202114
Merriman Wealth Management, LLC 510.10%0.93%2.37%Q4 2016Q4 202214
Nuveen Asset Management, LLC 1210.00%0.01%0.03%Q2 2013Q4 201614
SCOGGIN MANAGEMENT LP 710.02%3.09%8.21%Q2 2013Q3 202314
QCM Cayman, Ltd. 610.08%0.62%1.79%Q2 2013Q3 202314
Windhaven Investment Management, Inc. 1310.00%1.85%2.19%Q4 2013Q1 201814
Municipal Employees' Retirement System of Michigan 14140.29%2.36%3.91%Q2 2020Q3 202314
Leucadia National 410.00%0.38%1.36%Q1 2016Q3 202314
SRS Capital Advisors, Inc. 420.00%0.00%0.00%Q2 2019Q3 202314
RFG Advisory, LLC 610.02%0.10%0.23%Q2 2018Q3 202314
Sequoia Financial Advisors, LLC 14140.01%0.02%0.03%Q1 2019Q2 202214
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 950.01%0.27%0.71%Q4 2019Q3 202314
MOULTON WEALTH MANAGEMENT, INC 951.01%8.65%21.40%Q4 2019Q3 202314
VICUS CAPITAL 820.06%0.43%1.10%Q4 2014Q2 202014
Lehman & Derafelo Financial Resources LLC 1220.01%0.02%0.04%Q4 2018Q3 202214
STABLEFORD CAPITAL II LLC 410.18%5.23%9.99%Q1 2017Q4 202214
Astor Investment Management LLC 420.01%0.32%1.03%Q4 2015Q3 202314
CATALYST PRIVATE WEALTH, LLC 14140.09%0.57%1.10%Q3 2020Q4 202314
FIRST MANHATTAN CO. LLC. 14140.00%0.00%0.00%Q2 2020Q3 202314
Clear Creek Financial Management, LLC 1010.06%0.21%0.62%Q4 2019Q3 202314
Boltwood Capital Management 14140.14%0.78%1.42%Q3 2020Q4 202314
Clarity Financial LLC 11110.03%8.14%15.92%Q1 2021Q3 202314
NorthCoast Asset Management LLC 14140.01%0.15%0.71%Q2 2018Q3 202114
Briaud Financial Planning, Inc 1130.24%9.20%20.72%Q4 2019Q3 202314
Virtu Financial LLC 510.04%0.89%4.57%Q2 2013Q3 201914
Princeton Global Asset Management LLC 14140.02%0.06%0.15%Q2 2020Q3 202314
MOORE CAPITAL MANAGEMENT, LP 310.02%3.03%12.32%Q3 2013Q3 202314
QUATTRO FINANCIAL ADVISORS LLC 710.07%1.20%3.09%Q3 2017Q3 202314
Executive Wealth Management, LLC 860.06%0.51%0.95%Q4 2018Q3 202314
WEXFORD CAPITAL LP 410.04%0.51%3.26%Q3 2015Q3 202314
Independent Portfolio Consultants, Inc. 14140.00%0.12%0.39%Q1 2014Q2 201714
Ferguson Shapiro LLC 720.00%7.70%16.75%Q4 2019Q3 202314
High Falls Advisors, Inc 910.08%0.35%2.58%Q1 2016Q3 202314
Covington Capital Management 14140.00%0.00%0.01%Q2 2019Q3 202214
Parasol Investment Management, LLC 1310.24%5.03%6.80%Q3 2013Q1 201714
Marathon Trading Investment Management LLC 510.01%0.28%2.72%Q2 2013Q3 202314
Lenox Wealth Management, Inc. 13130.01%0.43%0.89%Q2 2017Q2 202013
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 13130.00%0.01%0.01%Q3 2020Q3 202313
ALTERNA WEALTH MANAGEMENT, INC 710.46%1.83%4.88%Q2 2019Q3 202313
Columbus Macro, LLC 510.07%0.55%1.54%Q4 2017Q3 202213
Partnervest Advisory Services LLC 1010.00%0.19%0.87%Q2 2013Q2 201913
SeaCrest Wealth Management, LLC 610.00%0.06%0.18%Q4 2017Q3 202313
Moser Wealth Advisors, LLC 1121.40%2.14%2.68%Q2 2020Q3 202313
Archford Capital Strategies, LLC 1210.00%0.01%0.01%Q1 2014Q1 201913
Orion Portfolio Solutions, LLC 940.00%0.04%0.12%Q4 2019Q3 202313
Karp Capital Management Corp 850.25%1.14%2.05%Q4 2014Q4 201913
Empyrean Capital Partners, LP 320.22%2.77%5.76%Q3 2015Q4 201813
Pettinga Financial Advisors, LLC 13130.17%0.74%1.55%Q3 2020Q3 202313
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13130.02%0.07%0.15%Q1 2020Q1 202313
WFG Advisors, LP 13130.01%0.15%0.33%Q2 2013Q2 201613
Newbridge Financial Services Group, Inc. 13130.02%0.07%0.20%Q3 2020Q3 202313
Avidian Wealth Solutions, LLC 610.01%0.55%6.65%Q3 2016Q3 202313
Lloyd Advisory Services, LLC. 13130.15%12.19%43.48%Q4 2019Q4 202213
Avondale Wealth Management 1210.00%3.33%10.10%Q1 2020Q3 202313
Kestra Advisory Services, LLC 13130.02%0.11%0.34%Q3 2020Q3 202313
BEACONLIGHT CAPITAL, LLC 1122.82%7.29%17.78%Q3 2016Q1 202213
Founders Financial Alliance, LLC 13130.00%0.02%0.05%Q3 2020Q3 202313
Timber Creek Capital Management LLC 940.01%0.89%2.13%Q3 2019Q3 202313
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 940.07%0.55%1.46%Q2 2013Q3 202013
WASHINGTON TRUST BANK 13130.00%0.01%0.02%Q1 2014Q1 201713
Crescent Grove Advisors, LLC 1210.32%0.50%0.88%Q4 2019Q3 202313
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Tidal Investments LLC 1210.02%0.57%1.99%Q2 2019Q4 202213
TWIN FOCUS CAPITAL PARTNERS, LLC 1030.15%0.47%0.88%Q2 2013Q3 201613
People's United Financial, Inc. 710.00%0.03%0.12%Q3 2013Q1 202213
FIRST INTERSTATE BANK 940.16%0.41%0.98%Q3 2015Q3 202313
Private Capital Group, LLC 13130.00%0.03%0.08%Q4 2017Q4 202013
DSC Advisors, L.P. 410.05%0.80%2.74%Q2 2013Q2 201913
BlackRock Fund Advisors 940.00%0.00%0.01%Q2 2013Q4 201613
MBB PUBLIC MARKETS I LLC 610.05%0.28%1.15%Q4 2021Q3 202313
Mosaic Family Wealth, LLC 13130.00%0.00%0.01%Q4 2015Q4 201813
TRANSCEND CAPITAL ADVISORS, LLC 1010.03%0.17%0.35%Q4 2019Q3 202313
Running Point Capital Advisors, LLC 12120.06%0.43%0.56%Q4 2020Q3 202313
Cedar Brook Financial Partners, LLC 13130.08%0.25%0.47%Q2 2020Q2 202313
SYM FINANCIAL Corp 1010.00%0.07%0.12%Q4 2019Q3 202312
BANK OF NOVA SCOTIA 310.00%0.15%0.73%Q3 2017Q3 202312
IMC-Chicago, LLC 210.01%0.03%0.10%Q3 2019Q3 202312
Cambridge Advisors Inc. 660.17%0.25%0.33%Q2 2015Q4 202212
Vontobel Holding Ltd. 12120.01%0.01%0.02%Q4 2020Q3 202312
TECTONIC ADVISORS LLC 12120.15%0.58%2.99%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.15%0.44%1.09%Q4 2018Q3 202112
Bedell Frazier Investment Counselling, LLC 750.22%0.93%1.98%Q3 2019Q3 202312
Strategic Blueprint, LLC 1010.01%0.15%0.40%Q3 2019Q3 202312
Spectrum Management Group, LLC 1110.01%0.13%0.32%Q3 2019Q3 202212
Strategic Wealth Partners, Ltd. 610.00%0.39%2.45%Q4 2017Q1 202312
Tilden Park Management I LLC 330.01%12.62%47.71%Q2 2018Q4 201912
Palumbo Wealth Management LLC 12124.16%7.07%10.58%Q4 2020Q3 202312
Bridgewater Associates 12120.84%2.37%5.54%Q2 2017Q1 202012
Accuvest Global Advisors 410.62%1.77%2.86%Q2 2013Q4 201712
OKABENA INVESTMENT SERVICES INC 12120.26%0.86%2.71%Q4 2019Q3 202212
Olympiad Research LP 12120.11%2.67%6.43%Q4 2019Q3 202212
Willis Johnson & Associates, Inc. 12120.71%0.91%1.32%Q4 2020Q3 202312
Silicon Hills Wealth Management, LLC 12120.22%3.03%8.48%Q4 2019Q3 202212
SCHRODER INVESTMENT MANAGEMENT GROUP 510.00%0.04%0.10%Q4 2017Q3 202312
Hanlon Investment Management, Inc. 510.19%1.96%4.35%Q1 2019Q3 202312
Windham Capital Management, LLC 840.06%0.48%3.03%Q2 2020Q3 202312
Anchor Investment Management, LLC 930.00%0.02%0.11%Q1 2016Q4 202312
Point72 Asset Management, L.P. 210.00%0.06%0.17%Q2 2014Q3 202212
Horst & Graben Wealth Management LLC 840.08%1.49%4.49%Q3 2020Q3 202312
Source Financial Advisors LLC 12120.08%0.86%1.57%Q4 2020Q3 202312
Goelzer Investment Management, Inc. 12120.17%0.62%0.94%Q4 2020Q3 202312
SpiderRock Advisors, LLC 11110.00%0.02%0.07%Q1 2021Q3 202312
COMERICA SECURITIES INC 12120.05%0.13%0.25%Q1 2016Q4 201812
True Link Financial Advisors, LLC 12120.06%0.10%0.15%Q4 2020Q3 202312
OmniStar Financial Group, Inc. 620.19%0.41%0.87%Q2 2019Q4 202212
Atlas Private Wealth Advisors 660.01%0.47%0.94%Q2 2020Q3 202312
Leelyn Smith, LLC 12120.00%0.00%0.01%Q4 2019Q3 202212
Clark Capital Management Group, Inc. 210.04%0.19%0.30%Q3 2013Q2 202212
Balentine LLC 12120.00%0.00%0.00%Q3 2020Q2 202312
IBERIABANK CORP 12121.01%3.18%4.30%Q3 2017Q2 202012
W.G. Shaheen & Associates DBA Whitney & Co 12120.03%0.53%2.33%Q2 2020Q1 202312
Johnson Financial Group, Inc. 1110.00%0.00%0.00%Q1 2020Q3 202312
Element Wealth, LLC 12120.00%0.06%0.27%Q4 2019Q3 202212
HIGHBRIDGE CAPITAL MANAGEMENT LLC 510.02%0.28%0.79%Q2 2016Q2 201912
J.W. COLE ADVISORS, INC. 510.02%0.14%0.77%Q4 2019Q3 202312
Lee Financial Co 12120.00%1.15%2.06%Q4 2019Q3 202212
SFMG, LLC 750.04%0.28%0.83%Q2 2013Q1 201712
D. SCOTT NEAL, INC. 620.02%1.09%9.39%Q4 2013Q4 202112
Burleson & Company, LLC 12120.02%0.33%1.00%Q1 2020Q4 202212
Klaas Financial Asset Advisors, LLC 12121.44%2.92%4.22%Q4 2020Q3 202312
VALLEY NATIONAL ADVISERS INC 1020.00%0.00%0.00%Q3 2019Q2 202312
BANQUE PICTET & CIE SA 810.00%0.30%0.71%Q4 2013Q4 202212
Shepherd Financial Partners LLC 1020.05%1.89%3.82%Q2 2020Q3 202312
CenterStar Asset Management, LLC 410.00%0.17%0.78%Q4 2017Q3 202012
One Wealth Advisors, LLC 12120.09%0.37%1.45%Q4 2020Q3 202312
WEALTHCARE CAPITAL MANAGEMENT LLC 610.01%0.07%0.14%Q1 2015Q3 202112
Risk Paradigm Group, LLC 1010.01%1.04%4.90%Q3 2015Q4 201812
STEVENS CAPITAL MANAGEMENT LP 310.01%0.42%1.23%Q3 2013Q2 201812
Trexquant Investment LP 710.01%0.06%0.26%Q2 2020Q3 202312
West Branch Capital LLC 1020.02%0.05%0.14%Q2 2020Q3 202312
HARVEST GROUP WEALTH MANAGEMENT, LLC 810.00%0.40%2.13%Q4 2017Q2 202212
FIRST HAWAIIAN BANK 510.01%0.03%0.08%Q4 2018Q2 202312
SteelPeak Wealth, LLC 750.02%0.23%0.71%Q4 2019Q3 202312
McAdam, LLC 320.00%0.04%0.09%Q1 2018Q3 202311
Lehman Financial Resources, Inc. 11110.02%0.02%0.02%Q1 2013Q3 201511
QUANTRES ASSET MANAGEMENT Ltd 410.12%0.50%0.97%Q2 2014Q4 201811
PFG Advisors 410.02%0.10%0.23%Q2 2018Q3 202311
YorkBridge Wealth Partners, LLC 11110.00%0.00%0.01%Q4 2016Q2 201911
Bank Julius Baer & Co. Ltd, Zurich 1010.00%0.01%0.02%Q1 2020Q3 202311
Cardinal Strategic Wealth Guidance 11110.57%0.85%1.23%Q1 2021Q3 202311
TOWNSQUARE CAPITAL LLC 620.01%0.58%1.04%Q3 2020Q3 202311
PineBridge Investments, L.P. 11110.02%0.02%0.04%Q2 2013Q4 201511
Lumature Wealth Partners, LLC 11110.00%0.01%0.04%Q4 2020Q2 202311
Ironsides Asset Advisors, LLC 11110.06%0.08%0.12%Q2 2014Q4 201611
ROWLAND CARMICHAEL ADVISORS INC /ADV 740.00%0.01%0.04%Q1 2016Q4 202011
GOFEN & GLOSSBERG LLC /IL/ 650.01%0.02%0.03%Q3 2019Q3 202211
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 660.03%0.26%0.73%Q2 2022Q3 202311
Gilman Hill Asset Management, LLC 710.05%0.20%0.44%Q4 2014Q3 202311
MA Private Wealth 11110.19%0.27%0.34%Q4 2018Q2 202111
Cadence Wealth Management LLC 11110.63%19.11%35.85%Q1 2021Q3 202311
VANTAGEPOINT INVESTMENT ADVISERS LLC 655.37%33.89%100.00%Q4 2019Q3 202311
Alpha Cubed Investments, LLC 410.04%0.23%0.80%Q1 2015Q3 202211
FLOW TRADERS U.S. LLC 210.00%1.93%8.95%Q4 2017Q3 202311
Jordan Park Group LLC 657.97%10.53%13.67%Q1 2019Q3 202311
Clearview Wealth Advisors LLC 920.00%0.29%2.34%Q4 2020Q3 202311
BLACKROCK ADVISORS LLC 990.00%0.03%0.05%Q4 2014Q4 201611
TimeScale Financial, Inc. 920.00%0.01%0.03%Q2 2019Q2 202311
Westover Capital Advisors, LLC 11110.49%2.33%4.12%Q2 2015Q4 201711
4Thought Financial Group Inc. 11110.70%3.82%9.21%Q1 2021Q3 202311
Destination Wealth Management 620.00%0.01%0.03%Q2 2016Q2 202111
Concord Wealth Partners 740.00%0.00%0.01%Q4 2020Q3 202311
Semmax Financial Advisors Inc. 1010.00%0.17%0.63%Q3 2019Q3 202311
New Harbor Financial Group, LLC 726.59%12.66%20.57%Q1 2021Q3 202311
VSR Financial Services, Inc. 720.03%0.26%0.76%Q2 2013Q2 201611
Fulcrum Equity Management 420.12%0.63%1.63%Q2 2019Q4 202211
PDT Partners, LLC 410.04%0.14%0.40%Q3 2013Q1 201811
BBVA USA Bancshares, Inc. 11110.02%0.03%0.04%Q3 2018Q1 202111
ROVIN CAPITAL /UT/ /ADV 530.32%2.14%5.97%Q1 2020Q3 202311
CABANA LLC 910.02%5.34%15.71%Q4 2017Q2 202111
Knowledge Leaders Capital, LLC 710.15%6.90%44.02%Q2 2016Q1 202311
SII INVESTMENTS INC/WI 810.02%0.41%1.46%Q4 2013Q4 201711
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 610.00%0.09%0.68%Q3 2018Q2 202211
NOMURA ASSET MANAGEMENT CO LTD 510.00%0.02%0.08%Q3 2016Q2 202311
Spire Wealth Management 11110.04%0.10%0.19%Q1 2021Q3 202311
Goodwin Investment Advisory 11110.00%0.56%1.91%Q4 2020Q2 202311
VICTORY CAPITAL MANAGEMENT INC 610.00%0.06%0.10%Q3 2019Q3 202311
Orbitronix, LP 520.73%4.81%11.90%Q3 2013Q4 201611
Cypress Capital Management LLC (WY) 830.01%4.89%8.66%Q1 2019Q3 202311
Bogart Wealth, LLC 710.00%0.00%0.00%Q2 2020Q3 202311
SYMONS CAPITAL MANAGEMENT INC 1010.33%1.25%2.13%Q3 2018Q3 202111
Measured Wealth Private Client Group, LLC 510.52%1.17%2.19%Q3 2017Q3 202311
RWA WEALTH PARTNERS, LLC 620.00%0.14%0.57%Q1 2018Q4 202111
Banque Cantonale Vaudoise 11110.00%0.04%0.15%Q1 2021Q3 202311
FineMark National Bank & Trust 610.00%0.21%0.32%Q2 2014Q3 201910
Insight Wealth Strategies, LLC 410.04%1.05%3.11%Q4 2018Q3 202310
Private Wealth Advisors, LLC 620.01%1.30%2.61%Q4 2020Q3 202310
SEI INVESTMENTS CO 710.00%0.00%0.00%Q4 2014Q2 201810
Virtus Investment Advisers, Inc. 310.02%0.37%1.07%Q2 2013Q3 201710
Stadion Money Management, LLC 10100.01%0.05%0.13%Q2 2013Q3 201510
Rede Wealth, LLC 820.16%0.29%0.54%Q4 2020Q2 202310
Trilogy Capital Inc. 410.02%0.32%0.61%Q4 2017Q3 202210
Ten Capital Wealth Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
PHILADELPHIA TRUST CO 520.02%0.08%0.35%Q2 2016Q3 202210
KCS Wealth Advisory 910.01%0.28%0.42%Q3 2019Q2 202210
TPB WEALTH ADVISORS 10106.02%10.61%16.04%Q4 2020Q1 202310
MONARCH CAPITAL MANAGEMENT INC/ 10100.05%0.10%0.19%Q4 2019Q1 202210
Fisher Asset Management, LLC 810.00%0.05%0.39%Q2 2015Q3 202310
Antonetti Capital Management LLC 913.26%3.86%5.40%Q2 2010Q3 202310
B. Riley Wealth Management, Inc. 510.00%0.48%1.01%Q1 2014Q2 202210
Wealth Alliance 510.05%0.15%0.47%Q3 2020Q3 202310
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 640.01%0.41%1.15%Q2 2015Q3 202110
Plante Moran Financial Advisors, LLC 710.00%0.02%0.10%Q3 2016Q3 202310
Polaris Wealth Advisory Group, LLC 310.00%1.51%3.58%Q2 2017Q4 202210
Vectors Research Management, LLC 10100.00%0.01%0.02%Q3 2019Q4 202110
Covalent Partners LLC 810.01%0.34%1.43%Q1 2015Q4 201810
Southeast Asset Advisors Inc. 10100.05%0.08%0.10%Q2 2021Q3 202310
55I, LLC 10100.10%0.28%0.49%Q4 2019Q1 202210
MONEY CONCEPTS CAPITAL CORP 820.02%0.06%0.24%Q4 2020Q3 202310
Lido Advisors, LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
Brookfield Asset Management 510.01%0.07%0.22%Q3 2016Q2 202310
Stonebridge Capital Advisors LLC 310.00%0.00%0.01%Q2 2019Q1 202310
HARBOUR INVESTMENTS, INC. 640.04%0.06%0.10%Q1 2021Q3 202310
Peak Capital Management LLC 10103.94%6.62%9.75%Q2 2017Q3 201910
Bramshill Investments, LLC 710.01%4.84%25.82%Q2 2017Q3 202310
FIRST AMERICAN TRUST, FSB 610.04%0.51%2.86%Q3 2016Q3 202210
Golden State Wealth Management, LLC 710.02%0.10%0.17%Q2 2019Q1 202210
KESTRA PRIVATE WEALTH SERVICES, LLC 910.12%0.42%0.60%Q3 2020Q3 202310
Bay Harbor Wealth Management, LLC 910.12%0.35%1.43%Q3 2019Q3 202310
Allspring Global Investments Holdings, LLC 880.00%0.03%0.06%Q4 2021Q3 202310
Cavalier Investments, LLC 410.38%1.54%4.37%Q4 2015Q3 202310
Bellwether Advisors, LLC 10100.01%0.05%0.14%Q4 2020Q1 202310
Global Financial Private Capital, Inc 620.10%0.41%0.63%Q1 2017Q1 202010
TOMPKINS FINANCIAL CORP 510.00%0.00%0.00%Q3 2013Q4 202310
WESPAC Advisors, LLC 410.25%1.65%4.59%Q1 2016Q1 202310
BENJAMIN EDWARDS INC 510.00%0.79%2.49%Q2 2019Q1 202310
Main Street Financial Solutions, LLC 550.04%0.09%0.18%Q1 2021Q3 202310
Warberg Asset Management LLC 210.02%0.52%1.44%Q4 2020Q3 202310
PSI Advisors, LLC 910.01%0.01%0.02%Q4 2019Q3 202310
INGALLS & SNYDER LLC 10100.01%0.02%0.04%Q2 2016Q3 201810
Stratos Wealth Advisors, LLC 910.06%0.36%1.18%Q1 2020Q3 202310
Ally Financial Inc. 610.54%6.22%12.04%Q2 2015Q3 202310
JUMP TRADING, LLC 440.11%0.69%2.58%Q2 2019Q1 202010
Fullerton Fund Management Co Ltd. 430.04%1.69%3.44%Q3 2017Q3 202310
BOENNING & SCATTERGOOD, INC. 410.04%0.11%0.29%Q2 2018Q4 202210
EPG Wealth Management LLC 310.00%0.05%0.13%Q4 2019Q3 20239
CONNING INC. 720.14%0.52%0.70%Q2 2018Q3 20239
U.S. Capital Wealth Advisors, LLC 990.03%0.14%0.28%Q3 2021Q3 20239
Bartlett & Co. LLC 410.00%0.00%0.00%Q1 2018Q4 20239
Live Oak Private Wealth LLC 990.07%0.09%0.11%Q1 2021Q1 20239
Jump Financial, LLC 510.03%1.24%4.22%Q3 2020Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.01%0.02%0.04%Q2 2013Q2 20159
WBI INVESTMENTS, LLC 410.99%5.92%24.13%Q4 2015Q2 20229
Dakota Wealth Management 520.02%0.09%0.31%Q3 2019Q3 20239
Hunting Hill Global Capital, LLC 660.17%0.54%1.13%Q2 2022Q3 20239
First Command Advisory Services, Inc. 420.00%0.00%0.00%Q4 2017Q3 20239
Windsor Creek Advisors, LLC 720.12%1.74%3.77%Q3 2019Q4 20219
Mizuho Trust & Banking Co., Ltd. 511.14%8.75%18.07%Q4 2016Q4 20199
Visionary Asset Management, Inc. 510.08%0.81%1.93%Q3 2013Q3 20169
HOWE & RUSLING INC 410.00%0.00%0.00%Q3 2015Q2 20239
Pension Partners, LLC 3152.99%55.45%58.56%Q1 2014Q1 20189
Stokes Family Office, LLC 990.08%0.17%0.37%Q3 2021Q3 20239
WestEnd Advisors, LLC 631.01%2.12%3.46%Q2 2019Q3 20239
Portfolio Strategies Inc 520.76%5.32%8.82%Q4 2013Q4 20179
Asset Planning Services, Ltd. 720.00%0.00%0.01%Q2 2017Q3 20199
InterOcean Capital Group, LLC 710.00%0.04%0.19%Q4 2020Q4 20229
CERTUITY, LLC 990.06%0.15%0.27%Q4 2019Q4 20219
Choate Investment Advisors 540.00%0.02%0.04%Q1 2020Q3 20239
Capital Advisors, Ltd. LLC 990.00%0.00%0.00%Q2 2017Q2 20199
Capital Group Private Client Services, Inc. 990.02%0.02%0.02%Q3 2021Q3 20239
State of Tennessee, Treasury Department 410.00%0.02%0.05%Q3 2019Q3 20239
Antara Capital LP 660.81%4.03%16.55%Q2 2021Q3 20229
Omnia Family Wealth, LLC 994.56%10.38%16.69%Q4 2018Q4 20209
Twele Capital Management, Inc. 990.08%0.21%0.28%Q4 2013Q4 20159
Blackhawk Capital Partners LLC. 410.17%1.13%2.43%Q4 2018Q1 20239
EXENCIAL WEALTH ADVISORS, LLC 610.07%0.57%0.95%Q1 2013Q3 20239
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 510.02%0.16%0.36%Q2 2018Q3 20239
Nan Shan Life Insurance Co., Ltd. 999.05%9.82%10.94%Q3 2021Q3 20239
FIFTH THIRD SECURITIES, INC. 610.10%0.72%2.10%Q2 2019Q3 20239
Sugarloaf Wealth Management, LLC 510.00%0.06%0.19%Q4 2019Q3 20239
Private Ocean, LLC 420.00%0.00%0.01%Q2 2019Q3 20239
CALTON & ASSOCIATES, INC. 410.05%0.19%0.64%Q4 2017Q2 20229
Vontobel Swiss Wealth Advisors AG 990.49%1.28%2.52%Q2 2019Q2 20219
Quantitative Investment Management, LLC 210.16%2.02%4.05%Q1 2014Q2 20189
Laurel Wealth Advisors LLC 720.00%0.00%0.00%Q3 2020Q2 20239
Castleview Partners, LLC 810.05%0.44%0.91%Q2 2021Q3 20239
TNF LLC 990.17%0.40%2.00%Q3 2021Q3 20239
Laurel Wealth Advisors, Inc. 410.02%0.09%0.30%Q1 2016Q2 20229
NAVELLIER & ASSOCIATES INC 410.02%1.08%2.63%Q1 2015Q4 20229
HawsGoodwin Investment Management LLC 990.01%0.64%1.54%Q4 2019Q4 20219
Qube Research & Technologies Ltd 510.00%0.16%0.84%Q4 2019Q3 20239
Syntal Capital Partners, LLC 510.17%3.01%10.62%Q4 2015Q3 20239
JT Stratford LLC 720.07%0.19%0.75%Q3 2019Q3 20239
Sepio Capital, LP 320.04%0.36%0.80%Q4 2019Q3 20229
FIRST NEW YORK SECURITIES LLC /NY 410.00%0.08%0.39%Q2 2013Q2 20169
FRONTIER INVESTMENT MGMT CO 510.01%1.47%5.88%Q1 2016Q4 20199
PINNACLE ASSOCIATES LTD 810.00%0.01%0.01%Q4 2014Q4 20199
Lenox Wealth Advisors, LLC 720.00%0.53%4.65%Q4 2015Q1 20229
Global X Management CO LLC 810.02%0.10%0.22%Q4 2014Q3 20179
COMERICA SECURITIES,INC. 810.06%0.17%0.49%Q1 2019Q3 20239
Premise Capital, LLC 720.00%3.19%10.72%Q2 2017Q2 20209
TrinityPoint Wealth, LLC 630.20%0.44%0.67%Q2 2019Q3 20239
Opera Trading Capital 610.01%0.35%1.83%Q4 2015Q3 20189
Wealthspire Advisors, L.P. 810.00%0.02%0.04%Q3 2016Q1 20199
Anson Funds Management LP 510.35%1.46%4.08%Q1 2021Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.11%0.22%0.49%Q4 2019Q3 20239
COWEN AND COMPANY, LLC 210.00%0.12%0.77%Q1 2020Q3 20239
AMJ Financial Wealth Management 540.22%1.81%7.40%Q4 2019Q1 20239
Ground Swell Capital, LLC 622.22%20.92%61.41%Q1 2021Q3 20239
CIBC Asset Management Inc 630.00%0.66%2.16%Q2 2016Q2 20239
Consolidated Planning Corp 310.01%5.23%17.68%Q3 2020Q3 20239
Williams Financial, LLC 631.16%2.04%4.68%Q4 2020Q3 20239
CUTLER INVESTMENT COUNSEL LLC 991.01%2.00%2.62%Q4 2014Q4 20169
Eagle Bay Advisors LLC 630.00%0.00%0.01%Q2 2021Q3 20239
Hayden Royal, LLC 810.14%1.42%2.51%Q4 2018Q1 20219
DRIEHAUS CAPITAL MANAGEMENT LLC 510.00%0.11%0.33%Q3 2013Q1 20189
Independent Wealth Network Inc. 990.14%0.47%1.34%Q3 2021Q3 20239
Ciovacco Capital Management LLC 630.21%3.29%9.68%Q4 2020Q2 20239
ALTFEST L J & CO INC 410.05%0.45%1.81%Q1 2020Q3 20238
Venture Visionary Partners LLC 510.01%0.07%0.11%Q4 2019Q2 20228
INVESTMENT CENTERS OF AMERICA INC 710.03%0.12%0.38%Q1 2015Q3 20178
Wealthfront Advisers LLC 530.00%0.01%0.04%Q3 2021Q3 20238
Mizuho Securities Co. Ltd. 880.00%0.00%0.00%Q4 2020Q3 20228
Security Financial Services, INC. 880.13%0.25%0.59%Q4 2021Q3 20238
WBH ADVISORY INC 530.06%0.13%0.32%Q3 2021Q3 20238
Larson Financial Group LLC 410.00%0.01%0.04%Q3 2020Q3 20238
Pensionmark Financial Group, LLC 410.06%0.40%1.64%Q1 2020Q3 20238
SSI INVESTMENT MANAGEMENT LLC 530.17%0.25%0.43%Q3 2015Q2 20198
Mayflower Financial Advisors, LLC 880.03%0.07%0.18%Q4 2021Q3 20238
Tradition Wealth Management, LLC 410.00%0.08%0.39%Q4 2020Q3 20238
Montecito Bank & Trust 880.25%0.45%0.59%Q3 2014Q2 20168
INVESTMENT HOUSE LLC 210.03%0.09%0.15%Q4 2016Q3 20238
Independence Bank of Kentucky 880.06%0.10%0.12%Q3 2020Q2 20228
Capital Investment Advisors, LLC 620.01%0.01%0.02%Q4 2020Q4 20238
HAYS ADVISORY LLC 534.07%7.09%11.73%Q1 2014Q3 20168
TCM Advisors, LLC 881.91%7.55%11.59%Q4 2021Q3 20238
Amundi 880.00%0.00%0.01%Q4 2021Q3 20238
Northeast Financial Consultants Inc 710.01%0.04%0.15%Q3 2016Q4 20218
Numeric Investors LLC 210.00%0.00%0.01%Q2 2014Q3 20178
CAMBRIDGE TRUST CO 880.00%0.01%0.01%Q4 2021Q3 20238
Pacific Wealth Management 880.36%4.35%7.65%Q4 2021Q3 20238
EXCHANGE TRADED CONCEPTS, LLC 530.00%1.57%5.11%Q4 2020Q2 20238
LOOMIS SAYLES & CO L P 310.00%0.00%0.00%Q4 2020Q3 20238
Innova Wealth Partners 610.01%1.27%3.77%Q4 2020Q4 20228
Gould Capital, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
SPC Financial, Inc. 410.02%0.03%0.06%Q1 2020Q2 20238
WOLFF WIESE MAGANA LLC 880.03%0.05%0.10%Q4 2020Q3 20228
BAKER TILLY WEALTH MANAGEMENT, LLC 430.00%0.05%0.14%Q2 2021Q2 20238
Financial Management Professionals, Inc. 610.00%0.00%0.01%Q3 2015Q1 20238
IFC Holdings Incorporated/FL 410.02%0.58%1.77%Q4 2013Q4 20178
Scarborough Advisors, LLC 881.26%4.47%6.51%Q4 2021Q3 20238
WealthOne, LLC 410.08%0.24%0.40%Q4 2018Q3 20218
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
GREENUP STREET WEALTH MANAGEMENT LLC 881.19%2.05%3.58%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.00%0.01%0.03%Q3 2021Q2 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.00%0.00%Q4 2021Q3 20238
Cedar Wealth Management, LLC 880.08%0.43%0.91%Q4 2021Q3 20238
Integrated Advisors Network LLC 620.02%0.10%0.25%Q3 2021Q3 20238
Polar Asset Management Partners Inc. 210.07%0.24%0.68%Q3 2016Q1 20238
Ascent Group, LLC 880.03%0.21%0.44%Q4 2021Q3 20238
Secrest Blakey & Associates, LLC 880.88%1.00%1.12%Q4 2017Q3 20198
SBB Research Group LLC 880.62%4.74%10.60%Q4 2021Q3 20238
Lindbrook Capital, LLC 880.03%0.09%0.19%Q1 2019Q4 20208
Aspire Wealth Management Corp 880.00%0.06%0.13%Q4 2021Q3 20238
SVB WEALTH LLC 610.00%0.01%0.01%Q2 2019Q3 20238
Maltin Wealth Management, Inc. 880.13%0.16%0.23%Q4 2019Q3 20218
Jane Street Holding, LLC 330.05%0.54%2.42%Q2 2013Q4 20138
BAIRD ROBERT W & CO INC /WI/ 880.01%0.03%0.06%Q2 2013Q1 20158
Braun-Bostich & Associates Inc. 710.00%0.14%0.34%Q4 2017Q3 20208
Sumitomo Mitsui Trust Holdings, Inc. 880.00%0.00%0.01%Q4 2020Q3 20228
Fiera Capital Corp 610.00%0.01%0.04%Q1 2017Q1 20228
Latitude Advisors, LLC 531.04%2.63%4.61%Q3 2021Q3 20238
AMERICAFIRST CAPITAL MANAGEMENT, LLC 440.30%2.01%4.37%Q3 2014Q3 20168
Crow Point Partners, LLC 620.05%0.87%5.40%Q3 2017Q4 20198
Atlas Financial Advisors, Inc. 887.86%11.73%19.58%Q4 2021Q3 20238
Townsend & Associates, Inc 440.01%1.12%3.37%Q4 2017Q3 20238
Successful Portfolios LLC 880.12%0.24%0.45%Q4 2019Q3 20218
Lombard Odier Transatlantic Ltd 880.63%3.18%4.69%Q4 2014Q3 20168
TSFG, LLC 880.00%0.03%0.14%Q1 2019Q4 20208
TrueWealth Advisors, LLC 620.14%0.75%1.71%Q4 2020Q3 20238
tru Independence LLC 410.00%0.32%1.34%Q4 2019Q1 20228
Realta Investment Advisors 420.01%0.02%0.04%Q1 2019Q3 20238
Advisory Alpha, LLC 320.01%0.09%0.19%Q1 2017Q3 20238
Lombard Odier & Cie (Canada), Limited Partnership 620.22%1.26%2.04%Q2 2014Q3 20168
Northeast Financial Group, Inc. 882.53%3.92%5.56%Q4 2021Q3 20238
AllGen Financial Advisors, Inc. 510.18%1.98%4.67%Q4 2020Q2 20238
TD Waterhouse Canada Inc. 880.02%0.12%0.27%Q4 2021Q3 20238
Golden State Equity Partners 530.80%1.35%2.17%Q4 2020Q3 20238
WEBSTER BANK, N. A. 880.00%0.00%0.00%Q1 2021Q4 20228
Empirical Asset Management, LLC 880.28%0.34%0.46%Q4 2021Q3 20238
Main Management LLC 620.30%1.37%4.01%Q1 2016Q3 20238
Gemmer Asset Management LLC 710.00%0.00%0.02%Q1 2019Q3 20218
Frontier Asset Management, LLC 880.50%1.66%3.77%Q4 2021Q3 20238
Mint Tower Capital Management B.V. 220.00%0.51%0.95%Q4 2017Q2 20198
Financial Engines Advisors L.L.C. 880.00%0.01%0.03%Q4 2021Q3 20238
BEAM WEALTH ADVISORS, INC. 710.18%1.00%1.88%Q4 2019Q3 20238
PERSONAL CFO SOLUTIONS, LLC 440.07%0.33%0.47%Q2 2021Q2 20238
Ameritas Investment Partners, Inc. 410.00%0.00%0.00%Q4 2014Q2 20238
Canal Capital Management, LLC 510.06%0.39%1.47%Q1 2020Q4 20228
TUCKER ASSET MANAGEMENT LLC 710.00%0.01%0.02%Q4 2020Q3 20238
WESTPORT RESOURCES MANAGEMENT INC 770.02%0.03%0.08%Q2 2013Q4 20148
HHM Wealth Advisors, LLC 530.00%0.00%0.00%Q3 2021Q3 20238
Cornerstone Wealth Group, LLC 310.25%1.24%2.00%Q1 2020Q2 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.17%0.46%1.09%Q4 2021Q3 20238
SINECERA CAPITAL, LLC 888.85%15.73%21.79%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.02%0.09%Q4 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 882.88%3.21%4.26%Q4 2021Q3 20238
NINE MASTS CAPITAL Ltd 440.00%0.06%0.20%Q1 2018Q4 20188
PAYDEN & RYGEL 510.01%5.33%13.16%Q2 2016Q2 20218
Barber Financial Group, Inc. 510.04%1.17%2.95%Q1 2019Q4 20218
Foster Victor Wealth Advisors, LLC 880.14%1.03%2.28%Q4 2019Q3 20218
SlateStone Wealth, LLC 610.08%0.90%2.48%Q1 2020Q3 20237
TRUE Private Wealth Advisors 410.03%0.25%0.75%Q2 2019Q3 20237
Atria Wealth Solutions, Inc. 770.15%0.23%0.41%Q1 2022Q3 20237
Roger Wittlin Investment Advisory, LLC 430.60%1.43%2.61%Q4 2021Q3 20237
Ironwood Financial, llc 770.01%0.01%0.01%Q1 2020Q3 20217
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Dentgroup LLC 770.25%0.35%0.51%Q2 2022Q4 20237
Karpus Management, Inc. 770.15%0.33%0.48%Q1 2021Q3 20227
Virtus ETF Advisers LLC 510.08%1.57%3.95%Q3 2016Q3 20187
Charles Schwab Investment Advisory, Inc. 770.16%0.24%0.36%Q2 2018Q4 20197
EVOKE WEALTH, LLC 430.00%0.02%0.05%Q2 2020Q3 20237
WEST PACES ADVISORS INC. 770.01%0.01%0.02%Q4 2016Q2 20187
Integrated Wealth Management 770.00%0.00%0.01%Q1 2015Q3 20167
RETIREMENT INCOME SOLUTIONS, INC 430.14%0.29%0.38%Q2 2020Q3 20237
Vantage Investment Advisors, LLC 770.00%0.00%0.01%Q1 2015Q3 20167
Merit Financial Group, LLC 610.01%0.06%0.13%Q4 2018Q3 20237
Grant/GrossMendelsohn, LLC 770.60%1.58%3.12%Q1 2022Q3 20237
MAK CAPITAL ONE LLC 772.97%4.42%5.16%Q2 2021Q4 20227
Nationwide Asset Management LLC 770.35%1.43%2.54%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.00%0.01%0.03%Q2 2020Q4 20217
Fermata Advisors, LLC 770.23%1.30%3.40%Q1 2022Q3 20237
JOURNEY STRATEGIC WEALTH LLC 610.08%0.71%1.62%Q4 2021Q3 20237
Wealth Quarterback LLC 410.24%1.88%3.63%Q4 2019Q4 20227
SECURIAN ASSET MANAGEMENT, INC 310.01%0.02%0.05%Q1 2020Q4 20227
Placemark Investments, Inc. 770.02%0.22%0.66%Q2 2013Q4 20147
Maven Securities LTD 770.01%0.02%0.02%Q1 2021Q3 20227
Dougherty Wealth Advisers LLC 610.00%0.00%0.02%Q4 2020Q3 20237
Miracle Mile Advisors, LLC 610.01%1.43%9.89%Q1 2015Q3 20237
SG3 Management, LLC 410.01%0.21%1.12%Q1 2020Q4 20227
Blue Chip Partners, LLC 770.22%1.51%2.98%Q4 2021Q2 20237
Selective Wealth Management, Inc. 610.00%0.00%0.01%Q2 2020Q3 20227
Baker Avenue Asset Management, LP 510.01%0.10%0.28%Q3 2013Q1 20237
Optiver Holding B.V. 320.00%0.01%0.04%Q1 2021Q3 20237
Ridgewood Investments LLC 410.03%0.15%0.26%Q3 2019Q2 20237
Pinnacle Summer Investments, Inc. 770.00%0.62%1.13%Q2 2014Q4 20157
TWO SIGMA ADVISERS, LP 660.00%0.09%0.52%Q2 2013Q3 20147
DFPG INVESTMENTS, LLC 520.23%1.53%4.77%Q4 2018Q3 20237
Oakworth Capital, Inc. 610.00%0.04%0.06%Q2 2017Q2 20207
D'Orazio & Associates, Inc. 410.00%0.00%0.01%Q1 2016Q1 20217
Occidental Asset Management, LLC 320.07%0.16%0.33%Q2 2021Q3 20237
Evermore Global Advisors, LLC 320.96%3.95%10.02%Q4 2016Q2 20197
RELIANCE TRUST CO OF DELAWARE 770.04%0.05%0.06%Q2 2013Q4 20147
WOODWARD DIVERSIFIED CAPITAL, LLC 610.18%0.33%0.68%Q4 2020Q2 20237
Strategic Equity Management 520.57%1.63%4.04%Q4 2020Q4 20227
PROFFITT & GOODSON INC 610.00%0.00%0.00%Q3 2018Q2 20207
Nishkama Capital, LLC 313.20%9.68%15.18%Q1 2019Q4 20217
ProVise Management Group, LLC 410.04%0.13%0.22%Q3 2020Q3 20237
Delta Investment Management, LLC 510.07%1.38%3.96%Q3 2019Q2 20237
Private Portfolio Partners LLC 320.08%0.15%0.22%Q3 2019Q3 20237
Washington Trust Advisors, Inc. 770.02%0.03%0.04%Q1 2022Q3 20237
ADVANTAGE INVESTMENT MANAGEMENT, LLC 210.00%0.27%1.61%Q4 2014Q3 20197
W ADVISORS, LLC 770.19%0.30%0.64%Q1 2022Q3 20237
Talkot Capital, LLC 664.94%12.59%20.42%Q2 2015Q3 20167
OXFORD ASSET MANAGEMENT LLP 430.25%0.44%0.57%Q4 2017Q3 20197
FNY Managed Accounts LLC 110.00%0.19%0.59%Q2 2013Q3 20177
FNY Partners Fund LP 660.00%0.06%0.25%Q4 2016Q1 20187
Capital Wealth Planning, LLC 310.02%0.11%0.55%Q1 2014Q4 20227
Sharkey, Howes & Javer 610.43%0.77%1.43%Q3 2019Q3 20237
Congress Wealth Management LLC / DE / 770.01%0.71%1.35%Q4 2021Q2 20237
INNEALTA CAPITAL, LLC 770.51%1.96%5.05%Q2 2020Q4 20217
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 510.17%0.36%0.76%Q2 2016Q2 20217
III Capital Management 330.05%1.78%5.53%Q2 2019Q4 20197
Argentus Capital Management, LLC 520.06%0.24%0.42%Q3 2014Q3 20167
Empire Life Investments Inc. 410.00%0.09%0.58%Q1 2019Q3 20237
Timber Hill LLC 210.00%0.00%0.01%Q2 2013Q1 20177
Outlook Wealth Advisors, LLC 770.13%0.33%0.53%Q1 2020Q3 20217
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.76%2.30%5.41%Q1 2022Q3 20237
Goodman Advisory Group, LLC 610.11%5.32%14.17%Q4 2021Q3 20237
Berkeley Capital Partners, LLC 610.19%1.45%1.94%Q2 2018Q3 20237
REGENTATLANTIC CAPITAL LLC 770.01%0.07%0.26%Q1 2021Q3 20227
Truvestments Capital LLC 430.00%0.00%0.01%Q4 2020Q2 20237
Yellowstone Partners, LLC 610.14%0.25%0.50%Q2 2015Q3 20177
Burns Matteson Capital Management, LLC 432.93%4.20%6.07%Q2 2021Q2 20237
Carmichael Hill & Associates, Inc. 770.00%0.01%0.02%Q4 2019Q2 20217
TCWP LLC 770.07%0.30%0.87%Q4 2021Q2 20237
Camarda Financial Advisors, LLC 310.04%1.29%4.33%Q3 2014Q2 20237
Monument Capital Management 430.10%0.54%1.90%Q2 2021Q1 20237
EverSource Wealth Advisors, LLC 770.01%0.02%0.03%Q1 2022Q3 20237
Narus Financial Partners, LLC 430.44%0.81%0.97%Q4 2016Q3 20227
Beacon Capital Management, LLC 770.00%0.92%6.43%Q1 2022Q3 20237
CURIAN CAPITAL LLC 770.33%1.15%1.92%Q2 2014Q4 20157
NEW ENGLAND SECURITIES CORP /MA/ 770.04%0.07%0.13%Q2 2013Q4 20147
Silverleafe Capital Partners, LLC 510.00%0.91%2.22%Q1 2019Q3 20237
Cable Hill Partners, LLC 610.01%0.01%0.02%Q3 2016Q1 20197
Fortitude Advisory Group L.L.C. 520.06%0.42%0.91%Q4 2021Q3 20237
D.B. Root & Company, LLC 310.10%0.23%0.34%Q3 2018Q3 20237
Cribstone Capital Management, LLC 770.02%1.56%5.38%Q2 2016Q4 20177
SILVER OAK SECURITIES, INCORPORATED 770.03%0.14%0.27%Q1 2022Q3 20237
4J Wealth Management LLC 770.25%0.41%0.98%Q4 2020Q2 20227
Providence Capital Advisors, LLC 510.00%0.01%0.02%Q2 2018Q3 20227
Walker Asset Management, LLC 610.16%0.20%0.22%Q1 2022Q4 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.02%0.04%0.07%Q1 2021Q4 20227
HIGHLAND CAPITAL MANAGEMENT LP 510.07%0.79%1.71%Q1 2016Q3 20177
Prime Capital Investment Advisors, LLC 410.01%0.02%0.05%Q4 2019Q3 20237
ShoreHaven Wealth Partners, LLC 771.60%3.54%4.96%Q1 2022Q3 20237
JFS WEALTH ADVISORS, LLC 210.00%0.01%0.03%Q2 2019Q3 20237
LONESTAR CAPITAL MANAGEMENT LLC 314.04%14.57%25.71%Q2 2018Q3 20237
UNIVERSITY OF CHICAGO 410.33%5.86%14.79%Q4 2012Q1 20187
ROBERTS GLORE & CO INC /IL/ 210.16%0.22%0.28%Q4 2014Q4 20217
Crew Capital Management, Ltd. 771.28%1.39%1.47%Q1 2021Q3 20227
Ancora Advisors LLC 610.00%0.03%0.06%Q3 2020Q3 20237
Forty4 Asset Management LLC 220.01%1.73%9.43%Q3 2013Q4 20136
PARAMETRIC PORTFOLIO ASSOCIATES LLC 510.00%0.00%0.02%Q2 2016Q4 20216
Eudaimonia Partners, LLC 660.00%0.04%0.10%Q4 2019Q1 20216
Straight Path Wealth Management 660.21%0.32%0.38%Q2 2022Q3 20236
CAROLINAS WEALTH CONSULTING LLC 510.00%0.01%0.02%Q1 2022Q3 20236
Fieldpoint Private Securities, LLC 660.03%0.16%0.25%Q1 2021Q2 20226
PATTON ALBERTSON MILLER GROUP, LLC 330.14%0.31%0.56%Q2 2016Q3 20186
RS CRUM INC. 663.63%6.25%10.90%Q2 2022Q3 20236
HOLLENCREST CAPITAL MANAGEMENT 660.16%0.19%0.22%Q2 2022Q3 20236
Braver Wealth Management, LLC 310.54%1.30%3.35%Q1 2014Q3 20166
Slow Capital, Inc. 510.02%0.39%0.78%Q1 2018Q1 20206
Clarus Wealth Advisors 310.00%0.77%1.58%Q2 2018Q2 20236
CMT TRADING LLC 410.27%1.08%3.19%Q4 2014Q3 20186
Banco Santander, S.A. 660.02%0.03%0.04%Q2 2022Q3 20236
SHELTON WEALTH MANAGEMENT, LLC 662.01%4.62%7.07%Q2 2022Q3 20236
Veracity Capital LLC 310.07%0.56%1.57%Q1 2020Q3 20236
Connectus Wealth, LLC 510.11%0.26%0.57%Q1 2022Q3 20236
ARROW FINANCIAL CORP 660.00%0.00%0.00%Q2 2022Q3 20236
SNS Financial Group, LLC 310.68%1.23%1.80%Q1 2014Q1 20166
One Charles Private Wealth Services, LLC 660.61%1.04%1.29%Q2 2022Q3 20236
AVAII WEALTH MANAGEMENT, LLC 660.42%0.94%1.41%Q2 2022Q3 20236
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 666.77%7.14%7.59%Q2 2013Q3 20146
PRING TURNER CAPITAL GROUP INC 661.95%2.97%3.78%Q4 2013Q1 20156
Quinn Opportunity Partners LLC 510.07%1.65%3.59%Q3 2020Q1 20226
Titan Capital Management, LLC /TX 421.00%1.15%1.46%Q2 2019Q4 20206
Brevan Howard Capital Management LP 440.23%2.68%11.14%Q4 2022Q3 20236
Freestone Capital Holdings, LLC 410.00%0.01%0.02%Q1 2020Q2 20236
TAP Consulting, LLC 660.39%1.93%3.94%Q2 2022Q3 20236
Hanson & Doremus Investment Management 660.01%0.01%0.01%Q2 2022Q3 20236
Allegis Investment Advisors, LLC 420.39%1.05%2.36%Q4 2015Q4 20176
Bruderman Asset Management, LLC 510.09%0.35%0.59%Q1 2020Q3 20216
Aviance Capital Partners, LLC 510.06%0.20%0.48%Q1 2019Q3 20206
ACG Wealth 220.00%0.07%0.16%Q1 2016Q3 20226
Forefront Analytics, LLC 420.00%0.24%0.43%Q3 2019Q3 20236
PAX Financial Group, LLC 510.44%0.68%1.10%Q4 2019Q3 20236
OXFORD FINANCIAL GROUP, LTD. LLC 420.00%0.01%0.01%Q4 2021Q3 20236
SMITH SHELLNUT WILSON LLC /ADV 660.01%0.12%0.36%Q1 2020Q2 20216
SevenOneSeven Capital Management 660.02%0.29%1.64%Q1 2021Q2 20226
CIBC WORLD MARKETS CORP 310.01%0.55%1.70%Q3 2019Q3 20236
WADE G W & INC 420.03%0.05%0.08%Q2 2020Q3 20236
Blue Sky Asset Management, LLC 310.08%2.30%5.61%Q2 2017Q1 20196
National Wealth Management Group, LLC 660.31%0.50%0.67%Q4 2021Q1 20236
Berger Financial Group, Inc 661.09%1.34%1.65%Q2 2022Q3 20236
Passport Capital, LLC 310.04%2.19%5.52%Q4 2014Q1 20176
WealthPlan Investment Management, LLC 310.13%0.22%0.33%Q1 2022Q4 20236
DUDLEY CAPITAL MANAGEMENT, LLC 330.00%0.57%1.11%Q1 2023Q3 20236
Tradewinds Capital Management, LLC 410.00%0.01%0.02%Q3 2017Q2 20226
Manifold Partners, LLC 310.07%6.85%14.27%Q2 2013Q1 20176
AVIANCE CAPITAL MANAGEMENT, LLC 660.09%3.93%22.23%Q2 2015Q3 20166
Glassman Wealth Services 310.00%0.03%0.05%Q2 2019Q3 20236
Muzinich & Co., Inc. 510.02%1.84%4.68%Q4 2018Q1 20216
Tortoise Investment Management, LLC 510.00%0.03%0.11%Q2 2014Q3 20236
Claraphi Advisory Network, LLC 310.12%0.35%0.65%Q1 2019Q4 20206
TD Ameritrade Trust Co 310.00%0.92%1.57%Q1 2014Q1 20196
CRA Financial Services, LLC 660.10%0.34%0.73%Q4 2020Q1 20226
Camelot Portfolios, LLC 661.12%1.28%1.46%Q2 2022Q3 20236
Edmond de Rothschild (Europe) 660.11%0.28%0.46%Q2 2015Q3 20166
GUARDIAN CAPITAL ADVISORS LP 210.03%0.06%0.14%Q4 2013Q3 20226
SigFig Wealth Management, LLC 310.01%0.03%0.12%Q3 2020Q3 20236
DOW CHEMICAL CO /DE/ 661.33%8.05%14.58%Q2 2021Q3 20226
CAPE COD FIVE CENTS SAVINGS BANK 660.04%0.13%0.18%Q4 2014Q1 20166
Delphia (USA) Inc. 660.16%3.10%17.03%Q2 2022Q3 20236
Bangor Savings Bank 660.00%0.00%0.00%Q2 2022Q3 20236
Strategic Investment Advisors / MI 333.94%5.74%6.23%Q2 2021Q1 20236
MY Wealth Management Inc. 333.86%6.74%9.60%Q1 2022Q3 20236
HBW ADVISORY SERVICES LLC 220.04%0.08%0.14%Q3 2020Q4 20226
PARA ADVISORS LLC 314.15%10.34%15.82%Q2 2013Q3 20166
Mach-1 Financial Group, LLC 210.00%3.98%22.39%Q1 2021Q1 20236
MARK SHEPTOFF FINANCIAL PLANNING, LLC 660.02%0.02%0.02%Q2 2015Q3 20166
Sowa Financial Group, Inc. 660.01%2.10%4.44%Q4 2019Q1 20216
Safeguard Investment Advisory Group, LLC 510.15%0.17%0.18%Q4 2020Q2 20226
Biltmore Family Office, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
HB Wealth Management, LLC 510.01%0.02%0.06%Q4 2021Q3 20236
Gordian Capital Singapore Pte Ltd 660.00%0.37%2.18%Q2 2022Q3 20236
Paragon Wealth Strategies, LLC 513.06%7.19%18.77%Q1 2020Q4 20236
Starfox Financial Services, LLC 660.20%3.90%8.05%Q1 2022Q2 20236
Accretive Wealth Partners, LLC 660.20%0.62%1.54%Q2 2022Q3 20236
LITTLE HOUSE CAPITAL LLC 510.68%0.99%1.80%Q4 2018Q4 20206
Midwest Professional Planners, LTD. 310.01%0.38%0.92%Q4 2017Q4 20216
EQUITEC PROPRIETARY MARKETS, LLC 310.00%0.00%0.01%Q3 2022Q3 20236
TELEMUS CAPITAL, LLC 660.07%0.11%0.14%Q4 2017Q1 20196
KANALY TRUST CO 410.00%0.01%0.01%Q4 2013Q4 20166
L.M. KOHN & COMPANY 510.15%0.29%0.70%Q1 2022Q3 20236
Veritable, L.P. 310.00%0.00%0.01%Q4 2012Q4 20136
COHEN & STEERS, INC. 510.00%0.00%0.01%Q4 2021Q2 20236
Phoenix Holdings Ltd. 510.00%0.01%0.02%Q1 2020Q3 20216
PRIVATE TRUST CO NA 660.00%0.02%0.06%Q2 2022Q3 20236
Joule Financial, LLC 660.54%2.16%3.84%Q2 2022Q3 20236
Paragon Advisors, LLC 210.27%0.53%0.93%Q4 2019Q4 20226
Cerity Partners LLC 310.00%0.00%0.01%Q3 2019Q3 20236
Rampart Investment Management Company, LLC 510.00%1.11%2.26%Q3 2018Q1 20206
Blue Trust, Inc. 660.00%0.05%0.15%Q2 2022Q3 20236
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 510.12%0.14%0.16%Q1 2017Q3 20186
Caerus Investment Advisors, LLC 660.50%0.57%0.63%Q4 2021Q1 20236
Meridian Wealth Management, LLC 510.02%0.11%0.19%Q1 2022Q3 20236
Legacy Wealth Partners, Inc. 410.82%2.83%6.86%Q4 2019Q2 20215
Granite Point Capital Management, L.P. 210.84%4.80%10.22%Q3 2018Q3 20215
Parkside Financial Bank & Trust 310.00%0.02%0.04%Q3 2016Q3 20235
INHERENT GROUP, LP 550.94%1.60%2.65%Q1 2021Q1 20225
Hutchens & Kramer Investment Management Group, LLC 550.39%1.90%3.28%Q4 2021Q4 20225
Royal Fund Management, LLC 310.00%0.35%0.99%Q2 2019Q4 20215
EP Wealth Advisors, LLC 410.00%0.70%3.04%Q1 2022Q3 20235
Ranch Capital Advisors Inc. 550.02%0.06%0.20%Q2 2020Q2 20215
ArchPoint Investors 410.06%0.49%2.21%Q1 2017Q4 20195
Stearns Financial Services Group 410.00%0.00%0.00%Q2 2019Q3 20205
Schoolcraft Capital LLC 551.03%1.30%1.60%Q1 2019Q1 20205
Diversified Trust Co 550.03%0.37%1.20%Q3 2016Q3 20175
ONE PLUS ONE WEALTH MANAGEMENT, LLC 410.31%3.91%8.45%Q1 2021Q2 20235
Watermark Asset Management, Inc. 410.00%0.09%0.16%Q1 2017Q2 20185
Wall Capital Group, Inc. 310.06%0.08%0.09%Q2 2017Q4 20215
Herold Advisors, Inc. 310.01%0.07%0.12%Q3 2021Q3 20235
INTEGRATED WEALTH COUNSEL, LLC 320.26%7.06%16.71%Q3 2013Q4 20165
Baymount Management LP 410.15%9.66%25.28%Q3 2021Q2 20235
MARINO, STRAM & ASSOCIATES LLC 550.00%0.00%0.01%Q4 2017Q4 20185
FAS Wealth Partners, Inc. 410.00%0.01%0.02%Q2 2020Q2 20235
JET CAPITAL INVESTORS L P 4110.67%14.01%18.90%Q1 2021Q4 20225
BB&T INVESTMENT SERVICES, INC. 550.14%0.18%0.23%Q4 2016Q4 20175
KENFARB & CO. 550.04%0.04%0.04%Q3 2022Q3 20235
Danda Trouve Investment Management, Inc. 320.20%3.52%6.08%Q2 2020Q2 20225
Intellectus Partners, LLC 410.02%0.03%0.07%Q3 2017Q4 20205
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 552.90%7.25%9.92%Q3 2022Q3 20235
West Family Investments, Inc. 212.66%2.90%3.50%Q3 2021Q3 20235
Private Advisory Group LLC 210.13%0.42%0.87%Q3 2019Q2 20235
REUTER JAMES WEALTH MANAGEMENT, LLC 413.05%3.99%5.92%Q4 2021Q1 20235
ASHFORD CAPITAL MANAGEMENT INC 550.43%0.84%1.36%Q3 2022Q3 20235
Garden State Investment Advisory Services LLC 330.00%0.13%0.38%Q1 2023Q3 20235
DOLIVER ADVISORS, LP 210.00%0.13%0.24%Q3 2019Q2 20225
Covestor Ltd 310.00%0.12%0.31%Q4 2021Q3 20235
Moab Capital Partners 320.08%0.23%0.32%Q1 2015Q3 20165
Keebeck Wealth Management, LLC 550.08%0.14%0.21%Q3 2022Q3 20235
Gupta Wealth Management LLC 550.04%2.87%4.98%Q1 2015Q1 20165
Bayesian Capital Management, LP 320.07%0.24%0.72%Q2 2017Q4 20195
Worth Asset Management, LLC 320.03%0.12%0.28%Q1 2022Q2 20235
MPS Loria Financial Planners, LLC 410.01%0.02%0.03%Q2 2017Q1 20215
Physician Wealth Advisors, Inc. 550.17%0.23%0.30%Q3 2019Q3 20205
Calamos Advisors LLC 210.07%0.25%0.39%Q2 2021Q3 20235
Industrial Alliance Investment Management Inc. 550.00%0.52%0.75%Q1 2022Q1 20235
Indie Asset Partners, LLC 550.87%1.68%2.96%Q3 2022Q3 20235
MCIA Inc 550.37%1.55%2.47%Q4 2019Q4 20205
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 310.00%0.00%0.00%Q4 2013Q4 20155
ENTERPRISE FINANCIAL SERVICES CORP 550.03%0.04%0.05%Q2 2020Q2 20215
Professional Financial Advisors, LLC 410.04%0.99%4.44%Q4 2019Q3 20225
Eschler Asset Management LLP 410.80%1.41%2.35%Q2 2022Q3 20235
Barrington Strategic Wealth Management Group LLC 550.98%1.07%1.18%Q3 2016Q3 20175
PATHSTONE FAMILY OFFICE, LLC 210.00%0.01%0.01%Q2 2013Q2 20235
Steward Financial Group LLC 320.00%0.01%0.02%Q4 2021Q3 20235
Copperleaf Capital, LLC 410.76%1.52%2.28%Q4 2019Q3 20235
Coppell Advisory Solutions LLC 410.02%0.11%0.27%Q4 2020Q3 20235
WRAPMANAGER INC 320.08%0.19%0.46%Q1 2016Q1 20195
Colonial Trust Co / SC 550.02%0.03%0.08%Q3 2022Q3 20235
Eldridge Investment Advisors, Inc. 310.12%0.45%0.67%Q3 2019Q3 20225
Edge Wealth Management LLC 320.00%0.01%0.02%Q2 2013Q1 20195
LVW Advisors, LLC 550.39%0.49%0.79%Q3 2019Q3 20205
Psagot Value Holdings Ltd. 320.00%0.02%0.05%Q2 2016Q2 20185
Financial & Tax Architects, LLC 550.09%0.26%0.36%Q1 2021Q1 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.03%0.08%Q3 2020Q3 20235
WEST CHESTER CAPITAL ADVISORS, INC 413.04%5.88%7.68%Q3 2015Q4 20185
Black Maple Capital Management LP 310.42%3.11%9.88%Q1 2021Q3 20235
Apeiron RIA LLC 320.10%0.29%0.77%Q4 2021Q3 20235
Ahrens Investment Partners LLC 550.01%1.42%2.60%Q1 2022Q1 20235
Ascendant Capital Management, LLC 210.76%3.38%7.27%Q3 2021Q1 20235
RPg Family Wealth Advisory, LLC 410.01%0.03%0.07%Q3 2016Q1 20185
Meridian Financial Partners LLC 410.24%1.24%3.13%Q3 2020Q2 20235
RB Capital Management, LLC 550.13%0.19%0.25%Q3 2019Q3 20205
Axiom Investment Management LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Context Capital Management, LLC 550.27%0.41%0.62%Q4 2018Q4 20195
Gerber Kawasaki Wealth & Investment Management 410.00%0.03%0.06%Q3 2021Q3 20235
American Institute for Advanced Investment Management, LLP 551.21%2.56%3.44%Q4 2019Q4 20205
Fusion Investment Group, LLC 550.02%0.67%1.41%Q2 2014Q2 20155
Global Wealth Management Investment Advisory, Inc. 550.00%0.00%0.01%Q2 2019Q2 20205
Wildcat Capital Management, LLC 320.25%1.16%1.54%Q2 2016Q3 20195
Alpha Square Group S LLC 411.01%4.06%6.25%Q2 2022Q3 20235
MONECO Advisors, LLC 550.10%0.11%0.13%Q3 2022Q3 20235
Truadvice, LLC 410.22%0.63%1.32%Q2 2021Q3 20235
Visionary Wealth Advisors 320.04%0.10%0.18%Q4 2019Q3 20235
BerganKDV Wealth Management, LLC 410.00%0.00%0.00%Q4 2018Q2 20235
Wealthstar Advisors, LLC 550.14%0.16%0.21%Q1 2019Q1 20205
GRATIA CAPITAL, LLC 321.74%10.66%15.34%Q2 2018Q3 20195
Rain Capital Management, LLC 550.02%2.29%3.06%Q3 2022Q3 20235
SMITH, MOORE & CO. 550.06%0.07%0.07%Q2 2022Q2 20235
Colonial Trust Advisors 550.01%0.01%0.01%Q3 2022Q3 20235
AlphaCore Capital LLC 310.00%0.02%0.09%Q3 2021Q3 20235
CoreCap Advisors, LLC 550.24%0.64%1.58%Q4 2021Q4 20225
AFFINITY WEALTH MANAGEMENT LLC 414.70%10.55%31.14%Q1 2020Q3 20235
Center For Asset Management LLC 320.34%2.31%3.13%Q2 2021Q4 20225
COBALT CAPITAL MANAGEMENT, INC. 320.29%1.32%2.20%Q1 2015Q1 20195
Longer Investments Inc. 115.96%7.14%8.49%Q2 2013Q3 20185
SPINNAKER TRUST 410.86%2.40%2.98%Q1 2022Q3 20235
Allen Capital Group, LLC 330.00%0.96%4.47%Q3 2020Q1 20215
LifePro Asset Management 411.30%1.91%2.65%Q2 2022Q3 20235
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
Pinnacle Bancorp, Inc. 320.00%0.11%0.26%Q1 2020Q3 20235
Electron Capital Partners, LLC 212.08%6.16%8.28%Q3 2020Q2 20235
DUALITY ADVISERS, LP 210.67%1.98%3.32%Q1 2019Q3 20205
Atlantic Union Bankshares Corp 550.85%1.43%2.72%Q4 2018Q4 20195
GEODE CAPITAL MANAGEMENT, LLC 310.00%0.00%0.00%Q3 2018Q3 20205
Bank Pictet & Cie (Europe) AG 550.41%0.43%0.46%Q1 2014Q1 20155
CX Institutional 310.00%0.71%1.72%Q3 2018Q3 20235
Wilmington Trust Investment Management, LLC 550.66%0.91%1.20%Q2 2013Q2 20145
BBT Capital Management, LLC 410.11%0.34%0.73%Q2 2013Q3 20145
Freestate Advisors LLC 2117.01%23.00%28.47%Q1 2019Q3 20205
Alhambra Investment Management LLC 550.16%0.20%0.25%Q1 2022Q1 20235
SONATA CAPITAL GROUP INC 550.10%0.14%0.19%Q1 2020Q1 20215
My Legacy Advisors, LLC 550.15%0.29%0.75%Q3 2022Q3 20235
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 210.47%1.57%2.79%Q2 2014Q3 20175
Schonfeld Strategic Advisors LLC 440.00%0.03%0.05%Q4 2022Q3 20235
COLRAIN CAPITAL LLC 550.10%0.16%0.20%Q1 2016Q1 20175
CONDOR CAPITAL MANAGEMENT 550.02%0.03%0.03%Q1 2021Q1 20225
Segment Wealth Management, LLC 310.03%0.29%0.52%Q1 2015Q1 20215
FirstPurpose Wealth LLC 410.42%0.60%0.72%Q4 2021Q2 20235
Summit Global Investments 410.01%1.81%8.76%Q1 2021Q4 20225
CFS Investment Advisory Services, LLC 310.01%0.08%0.17%Q4 2020Q2 20235
High Net Worth Advisory Group LLC 550.01%0.04%0.06%Q4 2021Q4 20225
EAGLE GLOBAL ADVISORS LLC 550.03%0.04%0.04%Q3 2022Q3 20235
FEDERATED HERMES, INC. 210.00%0.18%0.34%Q4 2017Q3 20215
STEADFAST CAPITAL MANAGEMENT LP 310.97%2.20%3.60%Q3 2016Q2 20195
StoneX Group Inc. 410.08%0.17%0.29%Q4 2018Q4 20205
Dorsey & Whitney Trust CO LLC 550.02%0.04%0.05%Q3 2022Q3 20235
New Millennium Group LLC 550.00%0.00%0.00%Q2 2022Q2 20235
Granby Capital Management, LLC 314.50%7.34%13.74%Q4 2020Q3 20235
True North Advisors, LLC 550.04%0.05%0.07%Q4 2020Q4 20215
Apollon Wealth Management, LLC 320.01%0.14%0.30%Q1 2020Q3 20235
COWEN INC. 110.00%0.41%1.68%Q1 2013Q2 20195
QUALCOMM INC/DE 551.01%5.80%14.65%Q4 2014Q4 20155
AFAM CAPITAL, INC. 550.02%0.23%0.43%Q1 2017Q1 20185
B.O.S.S. Retirement Advisors, LLC 550.78%0.88%0.99%Q4 2022Q4 20235
RATIONAL ADVISORS LLC 310.04%0.36%0.96%Q4 2018Q4 20205
Continuum Advisory, LLC 550.12%0.23%0.42%Q3 2022Q3 20235
FIDUCIARY TRUST CO 410.01%0.01%0.01%Q2 2016Q4 20175
WNY Asset Management, LLC 550.09%4.05%6.02%Q3 2022Q3 20235
Itau USA Asset Management Inc. 315.81%6.76%8.14%Q4 2014Q1 20164
1 NORTH WEALTH SERVICES LLC 225.73%6.93%7.89%Q4 2018Q4 20194
FIRST HORIZON CORP 441.75%2.27%2.81%Q3 2020Q2 20214
1919 Investment Counsel, LLC 440.00%0.00%0.00%Q2 2013Q1 20144
NIEMANN CAPITAL MANAGEMENT INC 312.37%3.17%5.01%Q3 2014Q1 20164
Redwood Investment Management, LLC 440.58%0.73%0.82%Q4 2022Q3 20234
Andromeda Capital LLC 220.04%0.73%1.28%Q1 2014Q2 20144
Sound Point Capital Management, LP 449.96%17.70%25.28%Q2 2019Q1 20204
Snow Park Capital Partners, LP 220.40%3.17%4.68%Q1 2018Q2 20184
Fortis Group Advisors, LLC 310.15%1.07%3.59%Q3 2020Q3 20234
Procyon Advisors, LLC 220.06%0.13%0.33%Q1 2020Q3 20234
MACKAY SHIELDS LLC 440.01%0.01%0.01%Q4 2022Q3 20234
LAKE STREET FINANCIAL LLC 440.28%0.39%0.51%Q4 2022Q3 20234
Householder Group Estate & Retirement Specialist, LLC 110.05%0.06%0.09%Q4 2021Q3 20234
Fiduciary Trust Co International of Pennsylvania 310.27%0.34%0.43%Q1 2016Q1 20204
Blueprint Investment Partners LLC 220.08%0.32%0.86%Q4 2021Q2 20234
Empirical Finance, LLC 220.42%0.64%0.95%Q2 2017Q3 20204
Integrated Investment Consultants, LLC 310.03%0.06%0.14%Q1 2016Q1 20224
MILLER VALUE PARTNERS, LLC 448.44%11.43%16.29%Q3 2021Q2 20224
FURE FINANCIAL CORP 310.01%0.39%1.52%Q3 2020Q4 20214
CHANNEL WEALTH LLC 441.02%1.55%1.92%Q1 2023Q4 20234
Kohmann Bosshard Financial Services, LLC 440.06%0.13%0.17%Q1 2019Q4 20194
InterOcean Capital, LLC 440.02%0.03%0.04%Q3 2019Q2 20204
Hoxton Planning & Management, LLC 440.49%1.01%1.50%Q4 2022Q3 20234
HOURGLASS CAPITAL, LLC 310.14%1.36%2.12%Q1 2016Q1 20204
Advisor Resource Council 310.08%0.13%0.19%Q4 2021Q1 20234
Foothills Asset Management, Ltd. 222.49%3.03%4.55%Q3 2014Q1 20164
Central Asset Investments & Management Holdings (HK) Ltd 310.36%0.55%0.87%Q4 2019Q3 20234
Itau Unibanco Holding S.A. 210.04%1.54%3.47%Q2 2016Q3 20234
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 310.76%3.44%4.78%Q4 2016Q4 20224
TUDOR INVESTMENT CORP ET AL 110.01%0.01%0.01%Q2 2019Q3 20214
GTS SECURITIES LLC 220.06%0.33%0.92%Q2 2023Q3 20234
HANSEATIC MANAGEMENT SERVICES INC 440.33%3.12%6.02%Q1 2020Q4 20204
STATE OF WISCONSIN INVESTMENT BOARD 210.01%0.02%0.04%Q4 2019Q1 20234
Financial Partners Group, Inc 220.08%0.51%0.95%Q3 2019Q1 20214
SCOPUS ASSET MANAGEMENT, L.P. 220.30%0.79%1.22%Q3 2021Q4 20224
RDA Financial Network 310.09%0.11%0.14%Q3 2019Q3 20234
CYPRESS CAPITAL MANAGEMENT LLC 440.04%0.05%0.06%Q4 2021Q3 20224
BTS Asset Management, Inc. 110.08%18.70%67.52%Q3 2013Q2 20204
Guidant Wealth Advisors 440.02%0.02%0.02%Q3 2016Q2 20174
ST GERMAIN D J CO INC 310.00%0.01%0.02%Q1 2020Q4 20234
Financial Advisory Group 440.24%0.42%0.61%Q4 2022Q3 20234
Integrity Financial Corp /WA 440.00%0.02%0.02%Q4 2021Q3 20224
Apollo Management Holdings, L.P. 210.18%0.75%1.31%Q1 2019Q2 20224
FIRETHORN WEALTH PARTNERS, LLC 110.19%0.44%0.91%Q4 2020Q3 20234
Intelligence Driven Advisers, LLC 440.12%1.07%2.02%Q4 2020Q3 20214
Copperwynd Financial, LLC 210.55%0.66%0.82%Q1 2020Q4 20214
ALESCO ADVISORS LLC 440.03%0.07%0.09%Q4 2022Q3 20234
20/20 Capital Management, Inc. 440.07%0.08%0.10%Q3 2020Q2 20214
SWMG, LLC 310.15%0.25%0.40%Q3 2021Q2 20234
Capital Bank & Trust Co 310.00%0.02%0.02%Q1 2020Q2 20214
Forum Financial Management, LP 440.07%0.17%0.31%Q4 2021Q3 20224
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.03%0.04%0.04%Q4 2017Q3 20184
Apriem Advisors 310.00%0.01%0.03%Q1 2015Q3 20164
Spectrum Asset Management, Inc. (NB/CA) 220.10%0.24%0.42%Q1 2022Q3 20234
Estate Counselors, LLC 220.14%1.14%2.72%Q2 2019Q4 20214
COLTON GROOME FINANCIAL ADVISORS, LLC 440.78%1.39%2.11%Q1 2020Q4 20204
MILESTONE ASSET MANAGEMENT, LLC 440.21%0.40%0.70%Q4 2022Q3 20234
Sequoia Wealth Management, LLC 440.40%0.60%1.00%Q4 2018Q3 20194
TRUST CO OF VERMONT 210.00%0.00%0.01%Q1 2017Q3 20224
Resurgent Financial Advisors LLC 440.04%0.08%0.15%Q4 2022Q3 20234
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 440.18%0.31%0.66%Q3 2014Q2 20154
Sterling Manor Financial, LLC 220.17%0.35%0.62%Q2 2021Q1 20234
Beirne Wealth Consulting Services, LLC 440.74%1.33%1.69%Q4 2022Q3 20234
NORRIS PERNE & FRENCH LLP/MI 440.15%0.16%0.19%Q4 2014Q3 20154
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Mechanics Bank Trust Department 440.93%1.23%1.35%Q4 2022Q3 20234
BLB&B Advisors, LLC 440.04%0.05%0.06%Q3 2015Q2 20164
AMERICAN NATIONAL BANK 440.00%0.00%0.00%Q3 2022Q2 20234
abrdn plc 440.01%0.01%0.02%Q3 2022Q2 20234
EASTERN BANK 220.13%0.16%0.22%Q3 2015Q1 20174
GUGGENHEIM CAPITAL LLC 210.01%1.36%3.52%Q2 2013Q3 20174
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q4 2020Q2 20234
ARDSLEY ADVISORY PARTNERS LP 210.17%0.89%1.21%Q1 2019Q3 20224
Tevis Investment Management 440.02%0.03%0.04%Q4 2021Q3 20224
Castle Rock Wealth Management, LLC 442.29%3.50%5.15%Q1 2020Q4 20204
KM Capital Management Ltd. 440.54%1.68%2.30%Q4 2022Q3 20234
Euclid Advisors LLC 440.42%0.95%1.75%Q3 2015Q2 20164
Park Place Capital Corp 440.02%0.09%0.26%Q4 2022Q3 20234
SHEETS SMITH WEALTH MANAGEMENT 310.00%0.13%0.20%Q1 2016Q3 20234
Stonehearth Capital Management, LLC 440.91%1.23%1.36%Q1 2016Q4 20164
KARLINSKI ANDREW C 440.04%0.07%0.10%Q4 2021Q3 20224
Client First Capital LLC 442.28%3.44%5.88%Q1 2022Q4 20224
Mader & Shannon Wealth Management, Inc. 312.20%4.86%6.63%Q4 2018Q3 20204
DeepCurrents Investment Group LLC 440.42%0.84%1.51%Q4 2022Q3 20234
Divergent Wealth Advisors 440.05%0.06%0.07%Q4 2022Q3 20234
Core Alternative Capital 441.50%1.78%2.10%Q1 2020Q4 20204
FLC Capital Advisors 440.35%0.64%0.76%Q2 2020Q1 20214
Bedel Financial Consulting, Inc. 210.00%0.01%0.01%Q2 2018Q4 20204
Sand Hill Global Advisors, LLC 440.08%0.55%1.74%Q4 2022Q3 20234
EQ LLC 310.78%1.66%4.11%Q2 2021Q4 20224
MANCHESTER FINANCIAL INC 310.00%0.01%0.01%Q1 2020Q1 20214
INTREPID CAPITAL MANAGEMENT INC /DE/ 440.99%1.23%1.52%Q4 2013Q3 20144
Erickson Financial Group, LLC 442.55%2.74%2.85%Q4 2022Q3 20234
ADE, LLC 440.12%0.33%0.92%Q4 2020Q3 20214
BROWN BROTHERS HARRIMAN & CO 310.00%0.00%0.00%Q1 2018Q1 20194
Lake Hills Wealth Management, LLC 220.65%2.44%6.06%Q4 2021Q1 20234
Wallace Advisory Group, LLC 440.34%0.36%0.37%Q4 2022Q3 20234
Assured Investment Management LLC 210.46%1.82%3.33%Q1 2014Q3 20154
Algebris (UK) Ltd 221.33%9.32%23.20%Q4 2020Q1 20214
Friedenthal Financial 213.02%4.07%6.60%Q4 2018Q2 20204
Quadrant Private Wealth Management, LLC 440.31%0.73%0.90%Q4 2022Q3 20234
Draper Asset Management, LLC 440.00%0.01%0.02%Q4 2020Q3 20214
AXA S.A. 310.00%0.00%0.01%Q3 2018Q4 20194
Family Asset Management, LLC 440.13%0.19%0.33%Q4 2022Q3 20234
Baron Financial Group, LLC 310.00%0.00%0.00%Q3 2020Q1 20224
Rotella Capital Management, Inc. 441.67%3.40%5.17%Q1 2014Q4 20144
Ellis Investment Partners, LLC 310.00%0.00%0.00%Q3 2019Q1 20214
HITE Hedge Asset Management LLC 220.72%1.00%1.24%Q2 2020Q1 20224
Grey Owl Capital Management, LLC 441.65%4.01%5.00%Q4 2013Q3 20144
Richard W. Paul & Associates, LLC 440.01%1.27%4.02%Q4 2022Q3 20234
BANK PICTET & CIE (ASIA) LTD 441.71%2.13%2.85%Q2 2014Q1 20154
Tatro Capital, LLC 440.55%0.77%1.24%Q2 2021Q1 20224
Avantax Planning Partners, Inc. 210.00%0.01%0.02%Q1 2017Q4 20184
Parker Investment Management, LLC 440.54%0.80%0.98%Q1 2019Q4 20194
Napier Park Global Capital (US) LP 210.07%1.26%3.55%Q4 2013Q2 20184
Simmons Bank 440.05%0.23%0.34%Q1 2020Q4 20204
Balboa Wealth Partners 440.09%0.13%0.17%Q3 2022Q2 20234
Sentinus, LLC 440.19%0.41%0.78%Q3 2022Q2 20234
Winch Advisory Services, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Peachtree Investment Advisors, Inc. 441.45%1.86%2.09%Q4 2013Q3 20144
Lighthouse Financial Advisors, Inc. 440.07%0.09%0.10%Q2 2020Q1 20214
Cahill Wealth Management, LLC 440.77%0.86%0.92%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Smithfield Trust Co 310.00%0.01%0.01%Q3 2014Q2 20174
Atom Investors LP 310.02%0.97%2.07%Q1 2020Q1 20224
BASSO CAPITAL MANAGEMENT, L.P. 220.11%0.26%0.50%Q4 2018Q4 20214
Members Advisory Group LLC 449.10%9.85%10.40%Q4 2022Q3 20234
BERKSHIRE ASSET MANAGEMENT LLC/PA 310.03%0.08%0.19%Q3 2018Q3 20194
Royal Harbor Partners, LLC 443.06%4.51%5.12%Q4 2022Q3 20234
Independence Advisors, LLC 440.00%0.00%0.01%Q4 2019Q3 20204
USAdvisors Wealth Management, LLC 440.18%0.55%0.83%Q1 2020Q4 20204
BOLTON LP 330.10%0.16%0.28%Q3 2013Q1 20144
St. Johns Investment Management Company, LLC 210.01%0.01%0.02%Q4 2020Q3 20224
CITIZENS FINANCIAL GROUP INC/RI 220.00%0.08%0.15%Q3 2019Q2 20234
Farther Finance Advisors, LLC 440.24%0.35%0.53%Q4 2022Q3 20234
Sonora Investment Management, LLC 310.00%0.00%0.01%Q1 2018Q4 20194
Stewardship Advisors, LLC 441.45%3.19%3.85%Q4 2022Q3 20234
CMH Wealth Management LLC 442.26%2.58%2.74%Q1 2021Q4 20214
WMS Partners, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Bernardo Wealth Planning LLC 220.29%0.54%0.78%Q4 2019Q1 20214
Elite Wealth Management, Inc. 440.00%0.03%0.05%Q3 2012Q2 20134
Graticule Asia Macro Advisors LLC 210.19%10.20%24.33%Q3 2021Q3 20224
Bryn Mawr Capital Management, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Cooper Financial Group 220.11%0.35%0.82%Q2 2020Q3 20234
Bridge Advisory, LLC 210.09%0.28%0.68%Q4 2020Q3 20234
Ameritas Investment Company, LLC 310.00%0.02%0.05%Q3 2019Q1 20214
Amitell Capital Pte Ltd 210.41%10.28%35.73%Q2 2021Q3 20234
Carr Financial Group Corp 440.42%0.55%0.63%Q4 2022Q3 20234
Crestone Asset Management LLC 443.70%6.02%7.21%Q4 2022Q3 20234
Acorn Advisory Capital L.P. 440.28%0.54%1.11%Q4 2017Q3 20184
Stephens Consulting, LLC 440.00%0.02%0.04%Q2 2022Q1 20234
Valeo Financial Advisors, LLC 310.00%0.00%0.01%Q4 2017Q1 20214
JTC Employer Solutions Trustee Ltd 440.02%0.02%0.02%Q2 2021Q1 20224
STRATEGIC WEALTH MANAGEMENT INC 442.29%3.33%4.55%Q2 2020Q1 20214
Summit Wealth Group, LLC 210.33%0.63%0.88%Q4 2020Q2 20234
SIMON QUICK ADVISORS, LLC 310.00%0.01%0.02%Q2 2019Q2 20204
RMR Wealth Builders 440.00%0.06%0.14%Q2 2020Q1 20214
PayPay Securities Corp 440.08%0.11%0.14%Q4 2022Q3 20234
Sullivan, Bruyette, Speros & Blaney, LLC 440.03%0.04%0.04%Q1 2019Q4 20194
Red Tortoise LLC 440.32%0.35%0.38%Q4 2022Q3 20234
J Arnold Wealth Management Co 210.06%0.17%0.34%Q3 2020Q3 20234
Accredited Investors Inc. 443.14%3.29%3.45%Q4 2022Q3 20234
Coulter & Justus Financial Services, LLC 210.15%0.20%0.24%Q4 2021Q2 20234
Strategic Investment Solutions, Inc. /IL 440.01%0.05%0.11%Q4 2022Q3 20234
Teamwork Financial Advisors, LLC 310.06%0.10%0.14%Q2 2022Q2 20234
Delos Wealth Advisors, LLC 220.01%0.02%0.05%Q2 2022Q3 20234
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 330.00%0.00%0.00%Q1 2023Q3 20233
Miura Global Management 334.52%7.58%10.44%Q1 2016Q3 20163
WFA of San Diego, LLC 210.05%0.05%0.06%Q4 2022Q3 20233
SPHERA FUNDS MANAGEMENT LTD. 210.35%0.60%0.82%Q1 2019Q1 20213
EDMOND DE ROTHSCHILD (SUISSE) S.A. 330.01%0.05%0.10%Q2 2015Q4 20153
CANTOR FITZGERALD, L. P. 330.25%0.42%0.77%Q1 2023Q3 20233
Ulysses Management LLC 111.36%1.68%2.04%Q2 2016Q3 20233
MinichMacGregor Wealth Management, LLC 330.00%0.00%0.00%Q1 2016Q3 20163
Donoghue Forlines LLC 212.21%3.09%3.58%Q2 2020Q1 20213
Summit Financial, LLC 330.02%0.39%0.61%Q1 2023Q3 20233
Yoder Wealth Management, Inc. 330.42%0.56%0.82%Q1 2023Q3 20233
MBE Wealth Management, LLC 210.01%0.14%0.22%Q1 2020Q2 20233
Alliance Wealth Advisors, LLC /UT 334.26%4.54%4.72%Q4 2022Q2 20233
WESTWOOD HOLDINGS GROUP INC 330.00%0.00%0.00%Q3 2022Q1 20233
TTP Investments, Inc. 210.34%7.52%13.56%Q3 2019Q1 20233
Penserra Capital Management LLC 210.00%0.01%0.01%Q2 2019Q1 20203
Financial Partners Group, LLC 330.32%0.34%0.36%Q4 2022Q2 20233
Silvant Capital Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Vermillion Asset Management LLC 113.26%9.14%12.08%Q1 2014Q1 20143
JANA PARTNERS LLC 110.09%1.66%4.58%Q3 2013Q3 20183
PACIFIC CAPITAL WEALTH ADVISORS, INC 210.22%0.58%1.24%Q4 2019Q3 20203
Armor Investment Advisors, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
ACCURATE INVESTMENT SOLUTIONS, INC. 110.01%0.94%2.79%Q4 2015Q1 20203
Glass Jacobson Investment Advisors llc 210.02%0.02%0.03%Q4 2022Q3 20233
AllSquare Wealth Management LLC 210.00%0.01%0.02%Q1 2022Q1 20233
Jetstream Capital LLC 2120.47%43.11%74.45%Q4 2014Q4 20203
Monarch Alternative Capital LP 3323.76%44.91%60.02%Q4 2020Q2 20213
Nicholas Hoffman & Company, LLC. 330.01%0.02%0.03%Q1 2023Q3 20233
SEAVIEW INVESTMENT MANAGERS LLC 330.32%0.35%0.39%Q1 2023Q3 20233
Sound View Wealth Advisors Group, LLC 330.09%0.11%0.13%Q1 2023Q3 20233
Gruss Capital Management LP 113.44%8.56%13.08%Q4 2016Q2 20183
Pictet North America Advisors SA 210.05%0.97%2.79%Q3 2016Q2 20213
NORTHWEST INVESTMENT COUNSELORS, LLC 210.00%0.00%0.00%Q3 2019Q1 20223
Ikarian Capital, LLC 111.37%2.72%4.96%Q1 2020Q1 20213
Nalls Sherbakoff Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
AdvicePeriod, LLC 330.06%0.06%0.08%Q4 2017Q2 20183
Penn Capital Management Company, LLC 330.03%0.03%0.04%Q1 2019Q3 20193
SABBY MANAGEMENT, LLC 210.30%0.71%1.05%Q2 2013Q2 20153
KING LUTHER CAPITAL MANAGEMENT CORP 210.00%0.05%0.12%Q2 2022Q3 20233
ABLE Financial Group, LLC 331.53%2.11%2.46%Q1 2023Q3 20233
Evanson Asset Management, LLC 210.03%0.06%0.08%Q4 2014Q3 20233
Second Half Financial Partners, LLC 212.42%20.15%30.06%Q3 2022Q2 20233
Landsberg, Bennett, & Dubbaneh LLC 332.16%2.55%3.07%Q1 2020Q3 20203
Crystalline Management Inc. 330.14%0.24%0.31%Q4 2022Q2 20233
Advance Capital Management, Inc. 210.03%0.05%0.07%Q4 2021Q1 20233
1ST SOURCE BANK 330.03%0.03%0.03%Q4 2019Q2 20203
TFB Advisors LLC 332.67%3.88%4.52%Q4 2022Q2 20233
CQS Cayman LP 210.10%0.12%0.16%Q4 2014Q3 20153
Sanctuary Wealth Management, L.L.C. 210.00%3.18%9.49%Q4 2017Q3 20233
Altium Wealth Management LLC 330.56%0.63%0.66%Q2 2019Q4 20193
Apella Capital, LLC 330.03%0.04%0.05%Q2 2021Q4 20213
Simplify Asset Management Inc. 110.51%1.55%3.64%Q1 2023Q3 20233
Verdence Capital Advisors LLC 330.05%0.23%0.42%Q2 2020Q4 20203
Harvest Investment Services, LLC 210.12%0.52%1.19%Q4 2018Q3 20203
Howard Capital Management Inc. 110.18%6.79%19.89%Q1 2019Q1 20233
Westshore Wealth, LLC 330.86%1.23%1.58%Q4 2022Q2 20233
Flagship Private Wealth, LLC 330.02%0.02%0.03%Q4 2020Q2 20213
ACUTE INVESTMENT ADVISORY, LLC 212.45%4.26%7.01%Q4 2021Q2 20233
Bayberry Capital Partners LP 330.62%0.80%1.12%Q1 2023Q3 20233
FWL INVESTMENT MANAGEMENT, LLC 210.01%2.14%3.43%Q3 2022Q3 20233
BROWN ADVISORY INC 330.00%0.00%0.00%Q1 2023Q3 20233
Blue Investment Partners LLC 332.28%2.97%3.93%Q1 2023Q3 20233
Disciplined Investments, LLC 210.00%0.00%0.00%Q4 2019Q2 20233
MOTCO 110.00%0.00%0.01%Q2 2016Q3 20223
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2013Q3 20193
Cascadia Advisory Services, LLC 110.04%0.24%0.60%Q4 2019Q3 20213
KAYNE ANDERSON CAPITAL ADVISORS LP 330.44%0.91%1.19%Q1 2022Q3 20223
J2 Capital Management Inc 211.55%2.91%5.03%Q1 2022Q4 20223
Greenland Capital Management LP 110.03%0.12%0.22%Q4 2022Q3 20233
NEWLAND CAPITAL MANAGEMENT, LLC 211.76%2.08%2.36%Q1 2014Q4 20143
Morton Brown Family Wealth, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
TCF National Bank 330.07%0.08%0.09%Q3 2020Q1 20213
Strategic Capital Alternatives LLC 210.00%0.00%0.01%Q3 2014Q3 20153
Kerrisdale Advisers, LLC 330.70%2.23%3.47%Q1 2023Q3 20233
Lowe Wealth Advisors, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
Invesco Ltd. 330.00%0.00%0.00%Q4 2014Q2 20153
VitalStone Financial, LLC 210.04%0.58%0.90%Q4 2022Q3 20233
Refined Wealth Management 336.14%6.61%7.15%Q1 2023Q3 20233
FIRST FOUNDATION ADVISORS 330.01%0.01%0.02%Q1 2021Q3 20213
Cinctive Capital Management LP 330.05%0.32%0.66%Q1 2023Q3 20233
Navigation Wealth Management, Inc. 2111.71%35.58%80.82%Q4 2020Q3 20213
KMS FINANCIAL SERVICES, INC 330.04%0.05%0.06%Q1 2014Q3 20143
SkyView Investment Advisors, LLC 330.89%0.96%1.06%Q4 2020Q2 20213
Matrix Trust Co 210.03%0.53%0.86%Q1 2020Q2 20223
BCK CAPITAL MANAGEMENT LP 330.00%0.00%0.00%Q1 2022Q3 20223
DUNCKER STREETT & CO INC 330.00%0.00%0.00%Q3 2016Q1 20173
Bienville Capital Management, LLC 110.00%2.60%4.81%Q2 2019Q3 20203
CONSILIO WEALTH ADVISORS, LLC 331.35%1.49%1.60%Q1 2023Q3 20233
Magnus Financial Group LLC 330.10%0.54%1.10%Q1 2023Q3 20233
Wade Financial Advisory, Inc 330.18%0.19%0.20%Q1 2023Q3 20233
Pinnacle Family Advisors, LLC 210.12%0.84%1.68%Q1 2019Q2 20233
J.Safra Asset Management Corp 330.03%8.61%15.00%Q2 2016Q4 20163
MARATHON ASSET MANAGEMENT LP 210.10%0.16%0.24%Q3 2022Q3 20233
LGT Financial Advisors LLC 210.01%0.10%0.20%Q4 2022Q3 20233
Affinity Capital Advisors, LLC 330.24%0.33%0.46%Q1 2023Q3 20233
Seamans Capital Management, LLC 339.89%12.95%17.09%Q2 2013Q4 20133
Cape Investment Advisory, Inc. 330.00%0.02%0.06%Q1 2023Q3 20233
Kaydan Wealth Management, Inc. 333.85%8.90%12.46%Q4 2022Q2 20233
Wakefield Asset Management LLLP 210.33%0.62%0.82%Q1 2022Q4 20223
Financial Gravity Companies, Inc. 211.21%1.58%2.26%Q4 2017Q4 20183
MATRIX PRIVATE CAPITAL GROUP LLC 330.01%0.01%0.02%Q3 2022Q1 20233
Bowie Capital Management, LLC 112.26%6.25%8.63%Q3 2019Q3 20233
Cornerstone Planning Group LLC 210.03%0.07%0.14%Q4 2022Q3 20233
Tempus Wealth Planning, LLC 210.18%0.28%0.44%Q4 2022Q3 20233
DRIVE WEALTH MANAGEMENT, LLC 210.11%0.17%0.28%Q4 2021Q1 20233
BRIGHTON JONES LLC 210.01%0.01%0.01%Q1 2022Q4 20223
Great Lakes Retirement, Inc. 330.22%0.26%0.31%Q1 2023Q3 20233
Patient Capital Management, LLC 338.04%9.33%10.20%Q4 2021Q2 20223
Waverly Advisors, LLC 110.00%0.11%0.18%Q3 2014Q4 20163
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 330.02%0.02%0.03%Q4 2022Q2 20233
American Trust 330.03%0.03%0.04%Q1 2022Q3 20223
Firestone Capital Management 330.07%0.08%0.08%Q4 2022Q2 20233
Founders Capital Management 210.00%0.00%0.00%Q4 2017Q3 20223
Walleye Capital LLC 110.00%0.03%0.09%Q1 2022Q3 20233
Capula Management Ltd 110.07%0.31%0.74%Q4 2019Q3 20223
Berry Street Capital Management LLP 112.02%6.11%13.03%Q4 2020Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.10%0.18%0.26%Q1 2023Q3 20233
Beacon Pointe Advisors, LLC 110.00%0.04%0.12%Q1 2022Q3 20233
Alpine Global Management, LLC 210.08%6.39%18.87%Q3 2018Q2 20233
TILIA FIDUCIARY PARTNERS, INC. 330.00%0.00%0.00%Q4 2021Q2 20223
SOUTHPORT MANAGEMENT, L.L.C. 332.65%3.00%3.53%Q4 2022Q2 20233
ASSET MANAGEMENT CORP /IL/ /ADV 330.16%0.23%0.28%Q3 2020Q1 20213
Core Wealth Advisors, Inc. 330.00%0.01%0.01%Q1 2023Q3 20233
Keystone Financial Group 330.05%0.06%0.07%Q2 2020Q4 20203
LFA - Lugano Financial Advisors SA 330.02%0.03%0.06%Q2 2018Q4 20183
Requisite Capital Management, LLC 330.13%0.15%0.16%Q4 2022Q2 20233
MKD WEALTH COACHES, LLC 331.13%7.62%11.46%Q1 2020Q3 20203
Deuterium Capital Management, LLC 110.32%1.07%1.78%Q2 2022Q2 20233
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.13%0.35%Q4 2021Q3 20233
CMT Asset Management Ltd 210.01%0.07%0.16%Q1 2013Q4 20133
Strategic Asset Management, LLC 330.12%0.17%0.23%Q1 2022Q3 20223
PETRA FINANCIAL ADVISORS INC 210.98%1.36%1.83%Q4 2022Q3 20233
Ovata Capital Management Ltd 330.05%0.34%0.71%Q1 2021Q3 20213
ELEMENT POINTE ADVISORS, LLC 110.09%0.12%0.17%Q3 2020Q4 20213
AlphaStar Capital Management, LLC 210.02%0.08%0.12%Q1 2019Q2 20223
Detalus Advisors, LLC 330.19%0.40%0.55%Q1 2023Q3 20233
Headlands Technologies LLC 331.12%1.40%1.77%Q4 2022Q2 20233
Genesis Wealth Advisors, LLC 330.02%0.05%0.07%Q4 2014Q2 20153
Pallas Capital Advisors LLC 210.07%0.14%0.19%Q2 2021Q3 20233
Essex Savings Bank 330.01%0.01%0.02%Q4 2018Q2 20193
SoftVest Advisors, LLC 333.48%4.74%5.98%Q2 2022Q4 20223
RTW INVESTMENTS, LP 211.13%1.56%2.14%Q2 2015Q2 20163
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 220.00%0.01%0.02%Q2 2023Q3 20233
Grove Bank & Trust 210.00%0.00%0.00%Q4 2022Q3 20233
CAPITAL ONE FINANCIAL CORP 330.06%0.13%0.22%Q1 2020Q3 20203
Otter Creek Advisors, LLC 212.60%4.51%6.33%Q2 2021Q4 20223
Wellesley Investment Partners, LLC 330.07%0.08%0.08%Q1 2020Q3 20203
VALLEY NATIONAL BANCORP 210.00%0.01%0.03%Q4 2013Q4 20143
Vigilare Wealth Management 110.14%0.27%0.41%Q4 2019Q4 20233
Beacon Capital Management, Inc. 210.00%0.00%0.00%Q3 2015Q3 20203
GenWealth Group, Inc. 114.08%8.74%16.65%Q1 2018Q1 20233
Soros Fund Management 220.35%1.81%2.83%Q2 2023Q3 20233
Tanglewood Wealth Management, Inc. 332.61%4.94%6.45%Q2 2013Q4 20133
Proquility Private Wealth Partners, LLC 330.13%0.26%0.34%Q4 2020Q2 20213
January Capital Advisors LLC 330.52%0.53%0.53%Q4 2021Q2 20223
COMMONS CAPITAL, LLC 332.36%2.46%2.62%Q1 2023Q3 20233
Poehling Capital Management, INC. 330.00%0.00%0.00%Q4 2017Q2 20183
Marshall Wace North America L.P. 210.03%0.06%0.11%Q3 2020Q2 20213
IFS Advisors, LLC 210.01%0.01%0.01%Q4 2020Q4 20233
Authentikos Wealth Advisory, LLC 330.66%0.76%0.85%Q1 2023Q3 20233
Fluent Financial, LLC 331.78%2.31%2.62%Q1 2023Q3 20233
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 210.00%0.00%0.00%Q1 2018Q3 20233
Hefty Wealth Partners 330.04%0.14%0.33%Q1 2016Q3 20163
Trinity Legacy Partners, LLC 330.15%0.16%0.17%Q4 2021Q2 20223
Rosenberg Matthew Hamilton 210.00%0.00%0.00%Q1 2022Q3 20233
Ninepoint Partners LP 210.86%3.04%6.01%Q1 2019Q4 20203
Lauer Wealth, LLC 333.63%3.85%4.09%Q1 2023Q3 20233
Fortis Advisors, LLC 330.00%0.91%2.68%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 210.01%0.03%0.06%Q4 2022Q3 20233
Elevated Capital Advisors, LLC 330.55%0.59%0.64%Q2 2020Q4 20203
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 210.33%0.36%0.38%Q2 2022Q1 20233
Kistler-Tiffany Companies, LLC 210.00%0.00%0.01%Q2 2021Q2 20233
GHP Investment Advisors, Inc. 210.00%0.00%0.00%Q1 2022Q2 20233
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 211.76%4.56%9.80%Q4 2014Q1 20173
Tri-Star Advisors Inc. 331.01%1.25%1.39%Q2 2020Q4 20203
Trivant Custom Portfolio Group, LLC 330.05%0.07%0.09%Q1 2023Q3 20233
PFG Investments, LLC 330.11%0.16%0.23%Q1 2023Q3 20233
360 Financial, Inc. 330.19%0.20%0.21%Q2 2020Q4 20203
DOHJ, LLC 330.15%0.16%0.16%Q2 2020Q4 20203
Nantahala Capital Management 332.38%3.34%4.92%Q1 2021Q3 20213
ITS Asset Management, L.P. 333.43%5.13%6.34%Q1 2016Q3 20163
Vident Investment Advisory, LLC 210.04%0.08%0.13%Q4 2021Q4 20223
LMR Partners LLP 110.17%0.97%1.42%Q4 2014Q3 20233
Aristides Capital LLC 330.54%1.52%2.84%Q4 2022Q2 20233
Capital Advisory Group Advisory Services, LLC 210.00%0.00%0.01%Q3 2019Q3 20203
Thrive Wealth Management, LLC 330.01%0.02%0.04%Q1 2022Q3 20223
CHOREO, LLC 330.11%0.14%0.16%Q1 2023Q3 20233
Sterling Financial Planning, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
FIRST CITIZENS BANK & TRUST CO 210.01%0.02%0.03%Q4 2016Q1 20233
First Command Financial Services, Inc. 330.00%0.01%0.01%Q3 2017Q1 20183
Smith & Howard Wealth Management, LLC 330.07%0.26%0.40%Q1 2023Q3 20233
GODSEY & GIBB, INC 210.00%0.01%0.01%Q3 2021Q2 20223
AdvisorShares Investments LLC 210.04%0.18%0.44%Q4 2019Q1 20213
ATWOOD & PALMER INC 210.00%0.00%0.00%Q3 2015Q4 20203
Liberty Mutual Group Asset Management Inc. 330.23%0.26%0.28%Q4 2017Q2 20183
FORTE ASSET MANAGEMENT LLC 331.71%2.11%2.65%Q4 2022Q2 20233
Hartree Partners, LP 330.29%0.48%0.64%Q2 2019Q4 20193
FOSTER & MOTLEY INC 330.02%0.28%0.45%Q1 2023Q3 20233
SeaBridge Investment Advisors LLC 210.01%0.34%1.01%Q2 2016Q3 20233
WHITTIER TRUST CO OF NEVADA INC 210.00%0.00%0.00%Q2 2013Q1 20233
Catalyst Capital Advisors LLC 210.26%0.49%0.92%Q2 2013Q2 20163
LWMG, LLC 332.29%2.41%2.48%Q1 2023Q3 20233
Philosophy Capital Management LLC 2210.12%10.47%10.83%Q1 2023Q2 20232
Oxinas Partners Wealth Management LLC 220.17%0.46%0.75%Q4 2021Q1 20222
Lake Point Wealth Management 220.00%0.00%0.00%Q1 2019Q2 20192
Marketfield Asset Management LLC 110.17%6.95%13.72%Q3 2013Q3 20152
All Terrain Financial Advisors, LLC 220.06%0.12%0.18%Q4 2017Q1 20182
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.02%0.03%Q3 2019Q2 20202
PORTOLA GROUP INC /CA 220.40%0.40%0.41%Q1 2015Q2 20152
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q1 2021Q2 20222
EWG Elevate Inc. 220.01%0.35%0.69%Q3 2022Q4 20222
VISTA FINANCE, LLC 223.94%4.38%4.81%Q4 2021Q1 20222
Adams Wealth Management 221.12%1.14%1.16%Q3 2020Q4 20202
IronBridge Private Wealth, LLC 110.02%2.14%4.25%Q4 2021Q1 20232
Diligent Investors, LLC 110.06%0.22%0.37%Q2 2016Q4 20212
CPWM, LLC 220.05%0.06%0.06%Q1 2020Q2 20202
Annapolis Financial Services, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 220.00%0.00%0.00%Q4 2019Q1 20202
Gateway Advisory, LLC 220.10%0.11%0.12%Q1 2016Q2 20162
Intercontinental Wealth Advisors, LLC 220.17%0.18%0.18%Q1 2023Q2 20232
Keystone Financial Services 110.48%1.24%2.01%Q4 2021Q3 20232
Gladius Capital Management LP 110.12%0.13%0.14%Q4 2020Q4 20222
INVICTUS PRIVATE WEALTH, LLC 220.05%0.06%0.07%Q2 2023Q3 20232
SPRING CREEK CAPITAL LLC 220.03%0.10%0.17%Q2 2018Q3 20182
Richwood Investment Advisors, LLC 220.25%0.26%0.28%Q4 2021Q1 20222
AMP Capital Investors Ltd 110.07%0.08%0.08%Q3 2019Q1 20212
Hitchwood Capital Management LP 113.47%12.59%21.72%Q3 2016Q3 20202
Fortis Capital Advisors, LLC 220.00%0.12%0.24%Q4 2022Q1 20232
Kovitz Investment Group Partners, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
EHP Funds Inc. 116.84%7.24%7.64%Q2 2022Q1 20232
Jenkins Wealth 110.81%1.05%1.30%Q4 2021Q4 20222
Barnett & Company, Inc. 220.01%0.05%0.09%Q3 2021Q4 20212
Ellevest, Inc. 110.00%0.00%0.00%Q3 2021Q2 20222
MEITAV INVESTMENT HOUSE LTD 220.01%0.01%0.01%Q3 2020Q4 20202
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q3 20232
Kore Private Wealth LLC 110.06%0.91%1.76%Q1 2020Q3 20202
Live Oak Investment Partners 220.00%0.00%0.00%Q4 2022Q1 20232
KCL Capital, L.P. 111.56%2.01%2.47%Q4 2018Q1 20222
Midwest Financial Group LLC 110.93%1.48%2.03%Q1 2023Q3 20232
Elmwood Wealth Management, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
Crosspoint Capital Strategies, LLC 220.00%1.34%2.68%Q3 2015Q4 20152
Laidlaw Wealth Management LLC 220.04%0.05%0.05%Q2 2022Q3 20222
Greenline Partners, LLC 220.42%0.59%0.75%Q4 2021Q1 20222
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.05%0.10%Q4 2016Q1 20202
FIRST FINANCIAL CORP /IN/ 220.00%0.00%0.00%Q2 2020Q3 20202
Lorber David A 225.24%7.70%10.17%Q1 2019Q2 20192
STIFEL NICOLAUS & CO INC \MO\ 220.29%0.34%0.40%Q2 2013Q3 20132
MITCHELL MCLEOD PUGH & WILLIAMS INC 220.07%0.08%0.09%Q1 2023Q2 20232
LOGAN CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q2 2023Q3 20232
Noven Financial Group, Inc. 2212.45%12.79%13.13%Q2 2019Q3 20192
SILVERBACK ASSET MANAGEMENT LLC 110.04%0.05%0.07%Q3 2015Q1 20162
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q3 2016Q1 20172
Menard Financial Group LLC 220.28%5.13%9.99%Q4 2019Q1 20202
Sheaff Brock Investment Advisors, LLC 110.00%0.02%0.04%Q1 2018Q1 20192
CONNABLE OFFICE INC 221.54%1.65%1.76%Q1 2020Q2 20202
Econ Financial Services Corp 222.69%2.82%2.94%Q1 2023Q2 20232
Princeton Portfolio Strategies Group LLC 110.08%0.22%0.37%Q4 2016Q4 20182
ARGENTIERE CAPITAL AG 114.20%5.35%6.50%Q1 2018Q3 20182
Alpha DNA Investment Management LLC 220.00%0.00%0.00%Q4 2020Q1 20212
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Stuart Chaussee & Associates, Inc. 229.01%11.61%14.22%Q1 2017Q2 20172
Islet Management, LP 111.67%3.35%5.04%Q1 2021Q4 20222
McKinley Carter Wealth Services, Inc. 220.02%0.07%0.12%Q4 2020Q1 20212
SECURITY BENEFIT LIFE INSURANCE CO /KS/ 220.87%0.97%1.08%Q2 2023Q3 20232
CTC LLC 220.01%0.01%0.01%Q3 2017Q4 20172
Peak Asset Management, LLC 221.24%1.67%2.10%Q2 2023Q3 20232
BOK Financial Private Wealth, Inc. 110.01%0.01%0.01%Q2 2022Q1 20232
RONALD BLUE & CO LLC 110.01%0.03%0.04%Q3 2016Q2 20172
Radcliffe Capital Management, L.P. 220.49%0.78%1.07%Q4 2014Q1 20152
MONTAG A & ASSOCIATES INC 220.01%0.01%0.01%Q2 2023Q3 20232
Alliance Wealth Management Group 2213.99%14.82%15.66%Q1 2016Q2 20162
SCHOLTZ & COMPANY, LLC 220.43%0.58%0.73%Q3 2022Q4 20222
Prostatis Group LLC 220.72%2.23%3.75%Q4 2019Q1 20202
DOVER ADVISORS, LLC 220.19%0.24%0.29%Q2 2023Q3 20232
SageView Advisory Group, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Coho Partners, Ltd. 220.00%0.00%0.00%Q4 2021Q1 20222
RAM Investment Partners, LLC 110.07%0.15%0.23%Q4 2022Q4 20232
BUCKINGHAM STRATEGIC WEALTH, LLC 110.03%0.07%0.11%Q4 2014Q1 20202
Telemetry Investments, L.L.C. 222.78%7.55%12.32%Q1 2018Q2 20182
AlphaMark Advisors, LLC 110.00%0.01%0.02%Q2 2013Q4 20202
Centric Wealth Management 220.12%0.14%0.16%Q4 2020Q1 20212
RITHOLTZ WEALTH MANAGEMENT 110.01%0.03%0.05%Q3 2021Q3 20232
PECONIC PARTNERS LLC 110.07%0.32%0.57%Q4 2020Q3 20222
Parkside Advisors LLC 220.06%0.06%0.06%Q3 2021Q4 20212
Alerus Investment Advisors Corp 220.18%0.19%0.20%Q3 2015Q4 20152
Investors Capital Advisory Services 220.06%0.06%0.07%Q2 2013Q3 20132
Bellecapital International Ltd. 220.07%0.09%0.10%Q2 2023Q3 20232
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 220.00%0.00%0.00%Q3 2017Q4 20172
Tactical Allocation Group LLC 110.10%0.26%0.43%Q2 2013Q2 20162
Smith Anglin Financial, LLC 110.03%0.03%0.04%Q4 2020Q3 20232
Chanos & Co LP 220.66%1.77%2.89%Q1 2017Q2 20172
AXS Investments LLC 220.30%0.30%0.30%Q2 2023Q3 20232
Hedeker Wealth, LLC 220.06%0.13%0.21%Q2 2016Q3 20162
VisionPoint Advisory Group, LLC 220.66%0.78%0.91%Q2 2023Q3 20232
PENOBSCOT WEALTH MANAGEMENT 222.07%2.39%2.71%Q2 2023Q3 20232
Kingdom Financial Group LLC. 220.28%0.31%0.33%Q2 2023Q3 20232
MMA ASSET MANAGEMENT LLC 220.35%0.38%0.41%Q2 2023Q3 20232
First Command Bank 220.01%0.01%0.01%Q3 2017Q4 20172
StrategIQ Financial Group, LLC 220.05%0.06%0.07%Q2 2023Q3 20232
ORG Partners LLC 220.12%0.15%0.18%Q2 2023Q3 20232
Atika Capital Management LLC 114.30%5.67%7.05%Q1 2021Q3 20212
Relative Value Partners, LLC 220.05%0.05%0.05%Q4 2014Q1 20152
TAM Capital Management Inc. 118.52%10.08%11.64%Q4 2014Q4 20162
Terrapin Asset Management, LLC 225.33%7.21%9.09%Q2 2023Q3 20232
Anfield Capital Management, LLC 110.01%0.13%0.25%Q4 2019Q4 20202
Cordasco Financial Network 220.00%0.00%0.00%Q3 2019Q4 20192
Americana Partners, LLC 110.04%0.16%0.29%Q4 2021Q3 20232
Quent Capital, LLC 220.00%0.02%0.03%Q4 2021Q1 20222
Consolidated Portfolio Review Corp 220.14%0.17%0.21%Q2 2023Q3 20232
Pinion Investment Advisors, LLC 220.17%0.18%0.19%Q3 2021Q4 20212
Bristol Advisors, LLC 220.00%0.00%0.00%Q1 2017Q2 20172
Smith Affiliated Capital Corp. 220.02%0.04%0.06%Q2 2010Q3 20102
Ameritas Advisory Services, LLC 110.04%0.07%0.10%Q1 2023Q3 20232
Tiller Private Wealth, Inc. 221.31%1.90%2.49%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.02%0.02%0.02%Q4 2022Q2 20232
ALLEGHANY CORP /DE 110.87%7.49%14.12%Q1 2016Q3 20172
Mattern Wealth Management LLC 221.63%2.41%3.20%Q1 2023Q2 20232
Kalos Management, Inc. 110.10%0.22%0.34%Q2 2020Q4 20202
ALPINE WOODS CAPITAL INVESTORS, LLC 220.01%0.01%0.01%Q2 2017Q3 20172
Capital Advisors Wealth Management, LLC 220.07%0.10%0.12%Q2 2023Q3 20232
HOWARD FINANCIAL SERVICES, LTD. 220.05%0.23%0.42%Q4 2021Q1 20222
Belvedere Advisors LLC 223.02%5.01%7.01%Q1 2019Q2 20192
Plymouth Lane Capital Management, LLC 110.73%6.16%11.59%Q3 2015Q1 20162
Cabot-Wellington, LLC 220.13%0.14%0.14%Q3 2015Q4 20152
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 220.13%0.14%0.14%Q4 2022Q1 20232
Farmers & Merchants Trust Co of Chambersburg PA 220.00%0.01%0.01%Q2 2023Q3 20232
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
ZEKE CAPITAL ADVISORS, LLC 220.12%0.12%0.12%Q2 2022Q3 20222
Redhawk Wealth Advisors, Inc. 220.11%0.14%0.18%Q3 2020Q4 20202
STATE OF MICHIGAN RETIREMENT SYSTEM 220.09%0.14%0.19%Q2 2023Q3 20232
ING GROEP NV 110.00%0.01%0.01%Q1 2016Q2 20182
Main Street Research LLC 221.73%2.42%3.10%Q2 2023Q3 20232
MD Financial Management Inc. 110.35%0.69%1.02%Q1 2020Q3 20202
Rooted Wealth Advisors, Inc. 220.37%0.38%0.38%Q4 2022Q1 20232
Samalin Investment Counsel, LLC 220.34%0.38%0.42%Q1 2023Q2 20232
Live Your Vision, LLC 110.00%0.05%0.09%Q2 2015Q2 20182
Intergy Private Wealth, LLC 220.73%0.94%1.14%Q4 2021Q1 20222
AUA CAPITAL MANAGEMENT, LLC 221.69%4.11%6.53%Q4 2016Q1 20172
MBA Advisors LLC 221.11%1.16%1.21%Q2 2023Q3 20232
KINGS POINT CAPITAL MANAGEMENT 220.00%0.00%0.00%Q3 2019Q4 20192
GREAT LAKES ADVISORS, LLC 220.02%0.02%0.02%Q3 2017Q4 20172
Coppell Advisory Solutions Corp. 220.02%0.10%0.18%Q4 2022Q1 20232
Objective Capital Management, LLC 220.24%0.26%0.27%Q2 2023Q3 20232
Lynwood Capital Management Inc. 223.21%3.38%3.54%Q1 2022Q2 20222
SouthState Corp 220.05%0.05%0.06%Q1 2014Q2 20142
CI Global Investments Inc. 220.00%0.00%0.00%Q2 2017Q3 20172
MORRIS FINANCIAL CONCEPTS, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
MONETA GROUP INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Aprio Wealth Management, LLC 220.22%1.01%1.80%Q2 2023Q3 20232
Lion Street Advisors, LLC 110.45%0.62%0.79%Q1 2020Q3 20202
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q2 2019Q1 20222
Glaxis Capital Management, LLC 1110.96%35.72%60.47%Q3 2015Q1 20162
Atlas Principals, LLC 223.12%4.94%6.77%Q2 2021Q3 20212
Twelve Points Wealth Management LLC 220.16%0.19%0.22%Q4 2021Q1 20222
Chicago Partners Investment Group LLC 220.00%0.00%0.00%Q2 2018Q3 20182
HC FINANCIAL ADVISORS INC 220.01%0.01%0.01%Q1 2020Q2 20202
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20222
Northwest Capital Management Inc 220.01%0.02%0.03%Q2 2023Q3 20232
JD Financial Services Inc. 220.35%0.40%0.45%Q1 2021Q2 20212
Privium Fund Management (UK) Ltd 220.57%7.06%13.54%Q1 2023Q2 20232
TFO Wealth Partners, LLC 110.00%0.01%0.02%Q4 2019Q4 20212
Clear Perspectives Financial Planning, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Impact Partnership Wealth, LLC 220.27%0.60%0.93%Q2 2023Q3 20232
MCF Advisors LLC 220.03%0.03%0.04%Q2 2023Q3 20232
BRAVE ASSET MANAGEMENT INC 110.20%1.40%2.60%Q3 2019Q2 20202
MBM Wealth Consultants, LLC 220.00%0.00%0.01%Q4 2022Q1 20232
COMMERCE BANK 220.00%0.00%0.00%Q2 2023Q3 20232
First Allied Asset Management, Inc. 110.16%0.28%0.39%Q2 2013Q3 20142
Waterloo Capital, L.P. 110.07%0.22%0.36%Q1 2020Q2 20232
CPMG Inc 223.56%5.78%8.00%Q3 2019Q4 20192
HARRELL INVESTMENT PARTNERS, LLC 110.60%0.92%1.23%Q4 2019Q3 20232
CAAS CAPITAL MANAGEMENT LP 110.13%0.15%0.17%Q2 2023Q2 20232
Zurcher Kantonalbank (Zurich Cantonalbank) 220.13%0.13%0.13%Q2 2021Q3 20212
O'Dell Group, LLC 110.01%0.01%0.01%Q3 2022Q2 20232
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20232
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2014Q3 20152
LexAurum Advisors, LLC 220.10%0.20%0.30%Q2 2023Q3 20232
Pariax, LLC 226.95%10.69%14.44%Q2 2023Q3 20232
Centennial Wealth Advisory LLC 222.76%3.37%3.98%Q4 2020Q1 20212
Callan Capital, LLC 220.05%0.06%0.07%Q1 2023Q2 20232
Scion Asset Management 2212.67%13.07%13.47%Q1 2021Q2 20212
Perceptive Advisors 220.00%0.00%0.00%Q4 2016Q1 20172
Arcadia Wealth Management, LLC 220.28%0.28%0.28%Q4 2022Q1 20232
Avory & Company, LLC 222.05%2.07%2.09%Q1 2021Q2 20212
BTG Pactual Global Asset Management Ltd 220.45%0.47%0.49%Q2 2023Q3 20232
GUIDANCE CAPITAL, INC 221.10%1.13%1.16%Q2 2023Q3 20232
Long Pond Capital 223.97%4.68%5.38%Q4 2021Q1 20222
Buck Wealth Strategies, LLC 111.20%1.27%1.34%Q3 2022Q3 20232
Legend Financial Advisors, Inc. 225.98%6.17%6.36%Q2 2019Q3 20192
Lebenthal Global Advisors, LLC 110.11%2.37%4.63%Q4 2020Q3 20232
BMS Financial Advisors, LLC 110.17%0.18%0.20%Q3 2022Q1 20232
R.P. Boggs & Co. 221.89%2.19%2.49%Q4 2020Q1 20212
TCP Asset Management, LLC 221.94%1.98%2.02%Q2 2023Q3 20232
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q1 2021Q2 20232
Pacer Advisors, Inc. 220.02%0.02%0.02%Q1 2020Q2 20202
MGO Private Wealth, LLC 220.31%0.52%0.74%Q3 2022Q4 20222
Financial Strategies Group, Inc. 220.11%0.15%0.18%Q3 2020Q4 20202
Legacy Trust 220.06%0.06%0.07%Q2 2023Q3 20232
Capstone Financial Advisors, Inc. 220.03%0.04%0.05%Q2 2023Q3 20232
iA Global Asset Management Inc. 220.29%0.41%0.53%Q2 2023Q3 20232
Eisler Capital (UK) Ltd. 110.06%0.91%1.76%Q1 2021Q3 20232
Full Sail Capital, LLC 221.00%1.23%1.45%Q2 2023Q3 20232
PETERSON WEALTH MANAGEMENT 222.73%2.86%2.99%Q2 2023Q3 20232
FrontFour Capital Group LLC 228.25%10.97%13.68%Q1 2019Q2 20192
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 220.00%0.00%0.00%Q2 2013Q3 20132
Janney Capital Management LLC 220.78%0.80%0.83%Q2 2023Q3 20232
Interval Partners, LP 110.33%0.54%0.74%Q4 2018Q2 20212
Gainplan LLC 225.68%7.03%8.39%Q2 2022Q3 20222
GETCO Holding Company, LLC 110.73%0.78%0.84%Q2 2013Q2 20132
BRASADA CAPITAL MANAGEMENT, LP 220.12%0.54%0.95%Q2 2022Q3 20222
TIG Advisors, LLC 110.46%0.50%0.55%Q4 2013Q3 20182
New Republic Capital, LLC 220.02%0.07%0.12%Q2 2023Q3 20232
Marcum Wealth, LLC 110.03%0.03%0.04%Q3 2021Q1 20222
HAZLETT, BURT & WATSON, INC. 220.11%0.11%0.11%Q2 2023Q3 20232
Tamarack Advisers, LP 114.77%8.64%12.51%Q4 2015Q2 20232
BlueCrest Capital Management LLP 110.04%0.06%0.09%Q2 2013Q2 20142
One River Asset Management, LLC 110.42%0.42%0.42%Q3 2023Q3 20232
StratiFi, LLC 220.58%0.68%0.78%Q1 2016Q2 20162
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
ALPS ADVISORS INC 220.01%0.02%0.04%Q1 2014Q2 20142
All Season Financial Advisors, Inc. 111.12%1.82%2.51%Q2 2021Q2 20222
GLG Partners LP 110.07%0.39%0.72%Q1 2015Q4 20162
Quantinno Capital Management LP 220.01%0.01%0.01%Q1 2023Q2 20232
HHLR ADVISORS, LTD. 220.29%0.33%0.37%Q4 2022Q1 20232
Icon Wealth Advisors, LLC 220.32%0.35%0.39%Q3 2022Q4 20222
OAK FAMILY ADVISORS, LLC 220.43%0.46%0.50%Q2 2023Q3 20232
Winthrop Advisory Group LLC 220.15%0.21%0.26%Q3 2020Q4 20202
GABELLI FUNDS LLC 220.01%0.01%0.01%Q1 2016Q2 20162
Vantage Financial Partners Ltd., Inc. 222.56%3.16%3.76%Q2 2023Q3 20232
Migdal Insurance & Financial Holdings Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
Hudson Bay Capital Management LP 110.10%0.14%0.18%Q1 2021Q2 20222
Intrua Financial, LLC 220.04%0.04%0.05%Q2 2021Q3 20212
CEDAR CAPITAL, LLC 222.60%3.02%3.43%Q1 2019Q2 20192
Slagle Financial, LLC 220.46%0.50%0.54%Q2 2023Q3 20232
Covenant Multifamily Offices, LLC 110.07%1.28%2.48%Q4 2014Q1 20192
Claro Advisors LLC 110.00%0.03%0.06%Q4 2018Q2 20232
Avalon Investment & Advisory 110.02%0.08%0.14%Q3 2015Q3 20172
Donald L. Hagan, LLC 111.22%1.25%1.28%Q1 2015Q4 20152
Amici Capital, LLC 110.85%2.22%3.59%Q2 2013Q3 20162
PhaseCapital LP 220.14%0.19%0.24%Q1 2015Q2 20152
CONTINENTAL ADVISORS LLC 220.58%0.80%1.02%Q4 2014Q1 20152
TruWealth Advisors, LLC 110.03%0.03%0.04%Q2 2022Q2 20232
SEARLE & CO. 110.16%0.20%0.23%Q4 2015Q1 20222
Ibex Investors LLC 111.05%4.46%7.86%Q2 2021Q1 20222
Vision Capital Corp 220.46%0.91%1.36%Q3 2022Q4 20222
LBA Wealth Management, LLC 220.06%0.13%0.21%Q1 2016Q2 20162
Raleigh Capital Management Inc. 220.02%0.05%0.08%Q2 2023Q3 20232
Sound Financial Strategies Group, LLC 110.00%0.08%0.16%Q4 2022Q2 20232
Beaird Harris Wealth Management, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Bull Oak Capital, LLC 220.60%1.29%1.97%Q2 2022Q3 20222
Financial Services Advisory Inc 221.60%2.21%2.82%Q1 2019Q2 20192
Oribel Capital Management, LP 222.93%3.51%4.09%Q3 2021Q4 20212
Moss Adams Wealth Advisors LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Eidelman Virant Capital 220.10%0.12%0.14%Q3 2020Q4 20202
Carnegie Capital Asset Management, LLC 220.19%0.19%0.19%Q1 2019Q2 20192
Truxt Investmentos Ltda. 110.03%1.15%2.27%Q3 2023Q3 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Leicht Financial Planning & Wealth Management, Inc. 220.31%0.81%1.31%Q4 2019Q1 20202
Chevy Chase Trust Holdings, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Bellwether Investment Group, LLC 110.08%0.10%0.12%Q2 2016Q4 20162
MARK ASSET MANAGEMENT LP 113.33%3.77%4.21%Q4 2021Q2 20232
EdgeRock Capital LLC 220.12%0.13%0.14%Q2 2022Q3 20222
Wayfinding Financial, LLC 220.21%2.10%3.99%Q2 2022Q3 20222
North Star Investment Management Corp. 110.00%0.00%0.00%Q3 2016Q3 20182
Spotlight Asset Group, Inc. 222.51%2.57%2.62%Q2 2020Q3 20202
Global Assets Advisory, LLC 221.26%1.34%1.41%Q2 2023Q3 20232
Reitz Capital Advisors LLC 110.79%0.82%0.86%Q4 2018Q3 20232
INTREPID CAPITAL MANAGEMENT INC 220.88%0.93%0.98%Q2 2023Q3 20232
MATHER GROUP, LLC. 220.06%0.08%0.10%Q4 2019Q1 20202
CHILTON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2013Q3 20132
CALDWELL & ORKIN INC 112.48%5.37%8.25%Q1 2016Q3 20172
Bickling Financial Services, Inc. 220.80%1.19%1.58%Q4 2020Q1 20212
Lineweaver Wealth Advisors, LLC 220.98%1.05%1.13%Q4 2019Q1 20202
FORVIS Wealth Advisors, LLC 220.43%0.48%0.53%Q3 2022Q4 20222
LINDEN ADVISORS LP 110.45%1.66%2.87%Q2 2013Q1 20172
L & S Advisors Inc 118.74%8.74%8.74%Q2 2016Q2 20161
Lee Capital Holdings LLC 110.34%0.34%0.34%Q3 2018Q3 20181
Renasant Bank 110.24%0.24%0.24%Q3 2023Q3 20231
SONA ASSET MANAGEMENT (US) LLC 111.28%1.28%1.28%Q3 2023Q3 20231
Ipsen Advisor Group LLC 110.26%0.26%0.26%Q4 2022Q4 20221
Community Bank, N.A. 110.01%0.01%0.01%Q1 2021Q1 20211
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SOUTH TEXAS MONEY MANAGEMENT LTD 110.08%0.08%0.08%Q1 2017Q1 20171
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Teewinot Capital Advisers, L.L.C. 110.20%0.20%0.20%Q1 2014Q1 20141
Commonwealth Financial Services, LLC 113.42%3.42%3.42%Q3 2023Q3 20231
Callodine Capital Management, LP 114.29%4.29%4.29%Q3 2019Q3 20191
ARROWGRASS CAPITAL PARTNERS (US) LP 113.37%3.37%3.37%Q4 2016Q4 20161
Beacon Financial Advisory LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Efficient Market Advisors, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
STERNE AGEE GROUP, INC. 110.10%0.10%0.10%Q3 2013Q3 20131
PINNBROOK CAPITAL MANAGEMENT LP 119.82%9.82%9.82%Q3 2023Q3 20231
Beaumont Financial Partners, LLC 111.50%1.50%1.50%Q1 2014Q1 20141
PLUSTICK MANAGEMENT LLC 1148.15%48.15%48.15%Q4 2021Q4 20211
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 111.42%1.42%1.42%Q3 2023Q3 20231
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Benedetti & Gucer, Inc. 110.41%0.41%0.41%Q3 2023Q3 20231
FIRST NATIONAL TRUST CO 110.05%0.05%0.05%Q4 2013Q4 20131
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q3 2021Q3 20211
Tamarack Capital Management, LLC 1111.20%11.20%11.20%Q3 2015Q3 20151
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Northstar Advisory Group, LLC 111.13%1.13%1.13%Q4 2022Q4 20221
Miller Investment Management, LP 111.20%1.20%1.20%Q4 2021Q4 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Eversept Partners, LP 110.70%0.70%0.70%Q3 2023Q3 20231
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Ion Asset Management Ltd. 110.38%0.38%0.38%Q3 2023Q3 20231
BOYS ARNOLD & CO INC 110.13%0.13%0.13%Q3 2019Q3 20191
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q4 2022Q4 20221
JNBA Financial Advisors 110.04%0.04%0.04%Q1 2015Q1 20151
P&S Credit Management, L.P. 119.02%9.02%9.02%Q3 2023Q3 20231
Morningstar Investment Services LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PALLADIUM PARTNERS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
SJS Investment Consulting Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
MAPLELANE CAPITAL, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Brightworth 110.04%0.04%0.04%Q3 2022Q3 20221
Catamount Wealth Management 110.00%0.00%0.00%Q4 2016Q4 20161
Worth Venture Partners, LLC 110.61%0.61%0.61%Q4 2016Q4 20161
Summit Rock Advisors, LP 113.33%3.33%3.33%Q4 2019Q4 20191
Airain ltd 110.05%0.05%0.05%Q2 2017Q2 20171
Austin Private Wealth, LLC 111.05%1.05%1.05%Q3 2023Q3 20231
Coastal Bridge Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BROWN WEALTH MANAGEMENT, LLC 112.54%2.54%2.54%Q3 2023Q3 20231
Align Wealth Management, LLC 111.52%1.52%1.52%Q4 2022Q4 20221
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
Gateway Wealth Partners, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
LOWERY THOMAS, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
Tyler-Stone Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
DAVIS-REA LTD. 110.96%0.96%0.96%Q3 2023Q3 20231
Hartford Financial Management Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Eagle Strategies LLC 110.31%0.31%0.31%Q2 2022Q2 20221
Haverford Trust Co 110.01%0.01%0.01%Q4 2016Q4 20161
Manchester Capital Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Bleakley Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.07%0.07%0.07%Q3 2023Q3 20231
Close Asset Management Ltd 110.01%0.01%0.01%Q1 2017Q1 20171
HORIZON BANCORP INC /IN/ 110.01%0.01%0.01%Q3 2020Q3 20201
BOS Asset Management, LLC 111.02%1.02%1.02%Q3 2023Q3 20231
Savoie Capital LLC 112.76%2.76%2.76%Q3 2023Q3 20231
Aristotle Capital Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Cedar Mountain Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
PIN OAK INVESTMENT ADVISORS INC 110.01%0.01%0.01%Q4 2017Q4 20171
NEXT Financial Holdings 110.14%0.14%0.14%Q1 2019Q1 20191
KGH Ltd 110.02%0.02%0.02%Q2 2022Q2 20221
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
JD CAPITAL MANAGEMENT LLC 111.70%1.70%1.70%Q1 2014Q1 20141
Palisade Asset Management, LLC 110.04%0.04%0.04%Q1 2018Q1 20181
Kensington Asset Management, LLC 1129.78%29.78%29.78%Q4 2021Q4 20211
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Chemistry Wealth Management LLC 110.12%0.12%0.12%Q1 2022Q1 20221
Truepoint, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
ADVISOR PARTNERS LLC 110.04%0.04%0.04%Q3 2017Q3 20171
Peachtree Investment Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BBJS FINANCIAL ADVISORS, LLC 111.96%1.96%1.96%Q3 2023Q3 20231
Portside Wealth Group, LLC 111.01%1.01%1.01%Q2 2023Q2 20231
CAPITAL ONE, NATIONAL ASSOCIATION 110.18%0.18%0.18%Q4 2019Q4 20191
Isomer Partners LP 116.90%6.90%6.90%Q3 2023Q3 20231
HMS Capital Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
DCF Advisers, LLC 110.13%0.13%0.13%Q3 2022Q3 20221
Neuberger Berman Canada ULC 110.09%0.09%0.09%Q3 2017Q3 20171
PrairieView Partners, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Oxler Private Wealth LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Riverview Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
IBEX WEALTH ADVISORS 110.03%0.03%0.03%Q2 2019Q2 20191
Endurant Capital Management LP 110.27%0.27%0.27%Q3 2023Q3 20231
Madden Advisory Services, Inc. 110.00%0.00%0.00%Q1 2014Q1 20141
LOEB PARTNERS CORP 110.56%0.56%0.56%Q4 2018Q4 20181
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Coltrane Asset Management L.P. 1158.16%58.16%58.16%Q3 2021Q3 20211
Towerpoint Wealth, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
CRAMER ROSENTHAL MCGLYNN LLC 110.06%0.06%0.06%Q3 2014Q3 20141
CARDIFF PARK ADVISORS, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Centerstone Investors, LLC 110.53%0.53%0.53%Q2 2021Q2 20211
Visium Asset Management, LP 110.01%0.01%0.01%Q2 2013Q2 20131
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Certified Advisory Corp 110.00%0.00%0.00%Q2 2018Q2 20181
Hexavest Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Simplicity Wealth,LLC 110.82%0.82%0.82%Q3 2023Q3 20231
Valtinson Bruner Financial Planning LLC 110.87%0.87%0.87%Q4 2020Q4 20201
Buttonwood Financial Group, LLC 112.07%2.07%2.07%Q4 2022Q4 20221
ACIMA PRIVATE WEALTH, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
OLD NATIONAL BANCORP /IN/ 110.07%0.07%0.07%Q3 2022Q3 20221
NewEdge Wealth, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
SELZ CAPITAL LLC 111.97%1.97%1.97%Q4 2014Q4 20141
COLUMBIA ADVISORY PARTNERS LLC 113.16%3.16%3.16%Q1 2023Q1 20231
Tradeworx Inc. 110.12%0.12%0.12%Q1 2013Q1 20131
BANK OF HAWAII 110.04%0.04%0.04%Q2 2013Q2 20131
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.44%0.44%0.44%Q4 2017Q4 20171
Coastwise Capital Group, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Ethos Financial Group, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Western Financial Corp/CA 110.26%0.26%0.26%Q3 2023Q3 20231
Sourcerock Group LLC 110.23%0.23%0.23%Q3 2023Q3 20231
CAHILL FINANCIAL ADVISORS INC 110.31%0.31%0.31%Q3 2023Q3 20231
PIERSHALE FINANCIAL GROUP, INC. 110.64%0.64%0.64%Q2 2019Q2 20191
Heard Capital LLC 110.24%0.24%0.24%Q3 2022Q3 20221
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Synergy Asset Management, LLC 111.59%1.59%1.59%Q4 2021Q4 20211
CMC Financial Group 113.03%3.03%3.03%Q3 2022Q3 20221
J.P. Turner & Co Capital Mnagement, LLC 110.21%0.21%0.21%Q1 2015Q1 20151
Stratford Consulting, LLC 110.07%0.07%0.07%Q1 2019Q1 20191
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
Legacy Financial Group LLC 110.69%0.69%0.69%Q3 2023Q3 20231
DIALECTIC CAPITAL MANAGEMENT, LP 110.87%0.87%0.87%Q4 2015Q4 20151
W.H. Cornerstone Investments Inc. 110.50%0.50%0.50%Q3 2023Q3 20231
Roundview Capital LLC 110.45%0.45%0.45%Q2 2016Q2 20161
SUTTON PLACE INVESTORS LLC 110.66%0.66%0.66%Q3 2023Q3 20231
NOTTINGHAM ADVISORS, INC. 110.05%0.05%0.05%Q1 2021Q1 20211
Salient Private Client, LLC 110.43%0.43%0.43%Q4 2017Q4 20171
Great Diamond Partners, LLC 111.36%1.36%1.36%Q4 2021Q4 20211
Clientfirst Wealth Management, LLC 110.24%0.24%0.24%Q2 2023Q2 20231
VeraBank, N.A. 110.32%0.32%0.32%Q2 2020Q2 20201
Concorde Financial Corp 110.01%0.01%0.01%Q4 2021Q4 20211
OAKTREE CAPITAL MANAGEMENT LP 110.01%0.01%0.01%Q1 2021Q1 20211
ACCESS FINANCIAL SERVICES, INC. 110.47%0.47%0.47%Q3 2020Q3 20201
Cyndeo Wealth Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
MRP Capital Investments, LLC 110.30%0.30%0.30%Q2 2023Q2 20231
Vantis Investment Advisers L.P. 114.32%4.32%4.32%Q1 2017Q1 20171
CenterStar Fund, LLC 110.03%0.03%0.03%Q4 2016Q4 20161
Newman Dignan & Sheerar, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
First Farmers & Merchants Bank / Trust 110.33%0.33%0.33%Q4 2021Q4 20211
Filbrandt Wealth Management, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.44%0.44%0.44%Q3 2023Q3 20231
Fore Research & Management, LP 110.00%0.00%0.00%Q3 2014Q3 20141
UDINE WEALTH MANAGEMENT, INC. 113.82%3.82%3.82%Q1 2022Q1 20221
Atlas Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
AlphaQ Advisors LLC 111.13%1.13%1.13%Q4 2022Q4 20221
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
BRIGADE CAPITAL MANAGEMENT, LP 1134.71%34.71%34.71%Q1 2023Q1 20231
IFG Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
WHITEBOX ADVISORS LLC 110.60%0.60%0.60%Q1 2017Q1 20171
DEARBORN PARTNERS LLC 110.01%0.01%0.01%Q3 2023Q3 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.15%0.15%0.15%Q4 2022Q4 20221
Maxi Investments CY Ltd 1160.50%60.50%60.50%Q3 2023Q3 20231
NEXPOINT ASSET MANAGEMENT, L.P. 110.17%0.17%0.17%Q2 2023Q2 20231
Legacy Capital Partners, Inc. 110.11%0.11%0.11%Q1 2022Q1 20221
Joel Isaacson & Co., LLC 110.01%0.01%0.01%Q4 2012Q4 20121
Ceros Financial Services Inc. 110.42%0.42%0.42%Q1 2019Q1 20191
PRIMORIS WEALTH ADVISORS, LLC 110.37%0.37%0.37%Q2 2022Q2 20221
KADENSA CAPITAL Ltd 110.37%0.37%0.37%Q2 2022Q2 20221
WMG Financial Advisors, LLC 110.62%0.62%0.62%Q3 2023Q3 20231
Vertex Planning Partners, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Solus Alternative Asset Management LP 118.37%8.37%8.37%Q3 2013Q3 20131
SYNTAX RESEARCH, INC. 113.01%3.01%3.01%Q3 2023Q3 20231
Cowen Investment Management LLC 110.41%0.41%0.41%Q3 2023Q3 20231
GFG Capital, LLC 112.51%2.51%2.51%Q3 2023Q3 20231
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Asset Dedication, LLC 110.23%0.23%0.23%Q4 2015Q4 20151
KINGSWOOD WEALTH ADVISORS, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
RCS Financial Planning, LLC 110.60%0.60%0.60%Q3 2023Q3 20231
VALUE PARTNERS LTD /ADV 110.76%0.76%0.76%Q2 2016Q2 20161
Cadent Capital Advisors, LLC 112.40%2.40%2.40%Q3 2023Q3 20231
COLLECTIVE FAMILY OFFICE LLC 110.59%0.59%0.59%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.02%0.02%0.02%Q3 2023Q3 20231
Andrew Hill Investment Advisors, Inc. 110.77%0.77%0.77%Q3 2022Q3 20221
Cranbrook Wealth Management, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Harvest Portfolios Group Inc. 110.23%0.23%0.23%Q3 2023Q3 20231
STEPH & CO 110.03%0.03%0.03%Q1 2020Q1 20201
TCG Advisory Services, LLC 110.39%0.39%0.39%Q1 2021Q1 20211
WPWealth LLP 110.27%0.27%0.27%Q3 2023Q3 20231
Bell Bank 119.36%9.36%9.36%Q4 2016Q4 20161
Incline Global Management LLC 112.24%2.24%2.24%Q1 2018Q1 20181
Centre Asset Management, LLC 110.37%0.37%0.37%Q2 2013Q2 20131
Provident Wealth Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
NATIXIS ADVISORS, L.P. 110.01%0.01%0.01%Q4 2022Q4 20221
SOCIETE GENERALE 110.14%0.14%0.14%Q2 2016Q2 20161
Candlestick Capital Management LP 113.48%3.48%3.48%Q1 2020Q1 20201
Opus Trading Fund LLC 110.64%0.64%0.64%Q2 2013Q2 20131
GFS Advisors, LLC 111.26%1.26%1.26%Q1 2016Q1 20161
ICON ADVISERS INC/CO 110.22%0.22%0.22%Q3 2023Q3 20231
Strategic Value Partners, LLC 116.16%6.16%6.16%Q4 2018Q4 20181
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Rather & Kittrell, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
JB Capital LLC 111.52%1.52%1.52%Q3 2023Q3 20231
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q2 2016Q2 20161
Insight Advisors, LLC/ PA 110.16%0.16%0.16%Q1 2022Q1 20221
SILVERLAKE WEALTH MANAGEMENT LLC 110.39%0.39%0.39%Q1 2022Q1 20221
Edge Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
GALAXY CAPITAL TRADING LTD 110.56%0.56%0.56%Q4 2013Q4 20131
BECK CAPITAL MANAGEMENT, LLC 111.39%1.39%1.39%Q3 2019Q3 20191
Abacus Planning Group, Inc. 110.20%0.20%0.20%Q1 2018Q1 20181
CTC Alternative Strategies, Ltd. 110.88%0.88%0.88%Q2 2023Q2 20231
GRIES FINANCIAL LLC 111.64%1.64%1.64%Q3 2023Q3 20231
MYDA Advisors LLC 110.29%0.29%0.29%Q3 2023Q3 20231
BEACON FINANCIAL GROUP 110.04%0.04%0.04%Q3 2023Q3 20231
RAYMOND JAMES TRUST CO. OF NH 111.36%1.36%1.36%Q1 2022Q1 20221
Dixon Hughes Goodman Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Thomas J. Herzfeld Advisors, Inc. 112.31%2.31%2.31%Q3 2023Q3 20231
Rinkey Investments 110.17%0.17%0.17%Q2 2023Q2 20231
WealthBridge Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Buckley Wealth Management, LLC 110.11%0.11%0.11%Q2 2018Q2 20181
Revisor Wealth Management LLC 110.23%0.23%0.23%Q3 2023Q3 20231
GREENLEAF TRUST 110.02%0.02%0.02%Q1 2014Q1 20141
STRATEGIC CAPITAL ADVISERS, INC. 110.00%0.00%0.00%Q3 2019Q3 20191
Brouwer & Janachowski, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
WestHill Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Compass Wealth Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Lyons Wealth Management, LLC. 110.20%0.20%0.20%Q1 2018Q1 20181
Bell Investment Advisors, Inc 115.28%5.28%5.28%Q3 2023Q3 20231
3G Capital Partners 111.69%1.69%1.69%Q3 2013Q3 20131
CAPITAL ADVISORS INC/OK 110.00%0.00%0.00%Q1 2021Q1 20211
Syntegra Private Wealth Group, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Jabre Capital Partners S.A. 111.00%1.00%1.00%Q3 2014Q3 20141
REGIMEN WEALTH, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
Empowered Funds, LLC 111.82%1.82%1.82%Q3 2022Q3 20221
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
HARTLINE INVESTMENT CORP/ 114.61%4.61%4.61%Q3 2022Q3 20221
STEADFAST ADVISORS LP 112.37%2.37%2.37%Q3 2016Q3 20161
Herr Investment Group LLC 110.19%0.19%0.19%Q4 2022Q4 20221
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Quad Capital Management Advisors LLC 112.09%2.09%2.09%Q4 2017Q4 20171
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
BAROMETER CAPITAL MANAGEMENT INC. 110.25%0.25%0.25%Q2 2020Q2 20201
Arlington Capital Management, Inc. 112.56%2.56%2.56%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
CHEMICAL BANK 110.10%0.10%0.10%Q4 2014Q4 20141
AIA Group Ltd 113.13%3.13%3.13%Q3 2023Q3 20231
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Bensler, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
TRANSATLANTIQUE PRIVATE WEALTH LLC 110.26%0.26%0.26%Q3 2023Q3 20231
COUNTRY TRUST BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Spectrum Planning & Advisory Services Inc. 110.46%0.46%0.46%Q3 2023Q3 20231
West Wealth Group, LLC 111.24%1.24%1.24%Q3 2023Q3 20231
Berkshire Money Management, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
Strong Tower Advisory Services 113.41%3.41%3.41%Q3 2022Q3 20221
Lane Generational LLC 110.29%0.29%0.29%Q4 2022Q4 20221
LEO BROKERAGE, LLC 110.20%0.20%0.20%Q2 2023Q2 20231
Accel Wealth Management 110.01%0.01%0.01%Q4 2020Q4 20201
IAMS WEALTH MANAGEMENT, LLC 110.18%0.18%0.18%Q2 2023Q2 20231
STEEL GROVE CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Paulson Wealth Management Inc. 110.03%0.03%0.03%Q4 2017Q4 20171
New World Advisors LLC 115.51%5.51%5.51%Q2 2021Q2 20211
Titus Wealth Management 113.01%3.01%3.01%Q2 2019Q2 20191
Quarry LP 111.19%1.19%1.19%Q3 2023Q3 20231
Alphadyne Asset Management LP 112.38%2.38%2.38%Q1 2023Q1 20231
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Regency Capital Management Inc.\DE 110.01%0.01%0.01%Q1 2021Q1 20211
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q4 2018Q4 20181
Sterling Global Strategies LLC 110.47%0.47%0.47%Q4 2018Q4 20181
Parcion Private Wealth LLC 110.27%0.27%0.27%Q4 2022Q4 20221
Premia Global Advisors, LLC 110.06%0.06%0.06%Q4 2017Q4 20171
Maryland Capital Management 110.02%0.02%0.02%Q3 2022Q3 20221
Biltmore Capital Advisors LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Angeles Investment Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Grey Street Capital, LLC 110.35%0.35%0.35%Q1 2023Q1 20231
6 Meridian 110.62%0.62%0.62%Q2 2021Q2 20211
West Financial Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CarsonAllaria Wealth Management, Ltd. 110.00%0.00%0.00%Q4 2021Q4 20211
Keystone Wealth Services, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Weiss Multi-Strategy Advisers LLC 112.02%2.02%2.02%Q3 2013Q3 20131
Alkeon Capital Management 110.23%0.23%0.23%Q1 2023Q1 20231
Stewardship Financial Advisors, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Addison Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PALISADE CAPITAL MANAGEMENT, LP 110.02%0.02%0.02%Q4 2016Q4 20161
Stanford Investment Group, Inc. 110.05%0.05%0.05%Q1 2016Q1 20161
Peloton Wealth Strategists 110.18%0.18%0.18%Q4 2018Q4 20181
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2013Q3 20131
Liberty Street Advisors, Inc. 110.65%0.65%0.65%Q1 2015Q1 20151
Pekin Hardy Strauss, Inc. 110.03%0.03%0.03%Q2 2023Q2 20231
GENWORTH FINANCIAL INC 110.93%0.93%0.93%Q2 2013Q2 20131
Madison Street Partners, LLC 116.89%6.89%6.89%Q2 2013Q2 20131
Aurora Private Wealth, Inc. 110.37%0.37%0.37%Q2 2023Q2 20231
Jessup Wealth Management, Inc 112.48%2.48%2.48%Q2 2023Q2 20231
Perella Weinberg Partners Capital Management LP 111.28%1.28%1.28%Q2 2013Q2 20131
MCDONALD PARTNERS LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Community Capital Management, LLC 111.80%1.80%1.80%Q2 2020Q2 20201
LEVEL FOUR FINANCIAL, LLC 110.31%0.31%0.31%Q4 2020Q4 20201
ROOSEVELT INVESTMENT GROUP LLC 110.37%0.37%0.37%Q3 2013Q3 20131
Serengeti Asset Management LP 110.57%0.57%0.57%Q2 2013Q2 20131
Cypress Capital, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Parkside Investments, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Epic Trust Investment Advisors, LLC 110.45%0.45%0.45%Q3 2022Q3 20221
Polus Capital Management Ltd 1111.96%11.96%11.96%Q3 2023Q3 20231
Pinnacle Wealth Management, LLC 117.81%7.81%7.81%Q2 2022Q2 20221
First Personal Financial Services 110.00%0.00%0.00%Q3 2022Q3 20221
KICKSTAND VENTURES, LLC. 112.42%2.42%2.42%Q3 2023Q3 20231
CLIENT 1ST ADVISORY GROUP, LLC 110.29%0.29%0.29%Q3 2023Q3 20231
ANCHOR CAPITAL ADVISORS LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Rise Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BlueDrive Global Investors LLP 1131.76%31.76%31.76%Q1 2021Q1 20211
MorganRosel Wealth Management, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Sage Mountain Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Share Andrew L. 110.38%0.38%0.38%Q2 2023Q2 20231
Heirloom Wealth Management 115.70%5.70%5.70%Q3 2023Q3 20231
Triatomic Management LP 115.89%5.89%5.89%Q3 2022Q3 20221
MCMILLION CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2020Q4 20201
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
Azora Capital LP 113.31%3.31%3.31%Q1 2021Q1 20211
White Pine Investment CO 110.47%0.47%0.47%Q3 2023Q3 20231
G&S Capital LLC 111.05%1.05%1.05%Q2 2020Q2 20201
Black Swift Group, LLC 110.58%0.58%0.58%Q3 2023Q3 20231
KPP Advisory Services LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Potomac Capital Management, Inc. 112.52%2.52%2.52%Q2 2022Q2 20221
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 110.36%0.36%0.36%Q3 2023Q3 20231
Lee Capital Management LP 110.78%0.78%0.78%Q4 2016Q4 20161
Lighthouse Investment Partners, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
US FINANCIAL ADVISORS, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
Saba Capital Management, L.P. 119.68%9.68%9.68%Q3 2015Q3 20151
PANORAMIC INVESTMENT ADVISORS, LLC 111.44%1.44%1.44%Q3 2023Q3 20231
CPA Asset Management LLC 110.20%0.20%0.20%Q4 2022Q4 20221
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Prosperity Planning, Inc. 110.03%0.03%0.03%Q4 2020Q4 20201
FIL Ltd 110.01%0.01%0.01%Q2 2022Q2 20221
Houlihan Financial Resource Group, Ltd. 110.04%0.04%0.04%Q3 2020Q3 20201
HM PAYSON & CO 110.00%0.00%0.00%Q1 2022Q1 20221
RUSSELL FRANK CO/ 110.00%0.00%0.00%Q1 2015Q1 20151
Warren Street Wealth Advisors, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Cowen Prime Services LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Dana Investment Advisors, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
Mount Yale Investment Advisors, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Sovereign Financial Group, Inc. 110.15%0.15%0.15%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Impala Asset Management LLC 112.02%2.02%2.02%Q3 2023Q3 20231
Financial Advisors Network, Inc. 110.12%0.12%0.12%Q4 2016Q4 20161
THEORY FINANCIAL LLC 110.32%0.32%0.32%Q3 2023Q3 20231
AKANTHOS CAPITAL MANAGEMENT LLC 110.67%0.67%0.67%Q2 2013Q2 20131
SUMMIT CAPITAL MANAGEMENT LLC 110.53%0.53%0.53%Q2 2015Q2 20151
Privium Fund Management B.V. 113.63%3.63%3.63%Q2 2023Q2 20231
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC 111.52%1.52%1.52%Q2 2015Q2 20151
WT Asset Management Ltd 114.40%4.40%4.40%Q3 2019Q3 20191
DigitalBridge Group, Inc. 110.16%0.16%0.16%Q3 2023Q3 20231
Wealthgate Family Office, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Perennial Investment Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Independent Advisor Alliance 110.10%0.10%0.10%Q4 2019Q4 20191
Spears Abacus Advisors LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Crewe Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CARLSON CAPITAL L P 110.44%0.44%0.44%Q3 2023Q3 20231
Omega Financial Group, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Taylor, Cottrill LLC 110.17%0.17%0.17%Q4 2014Q4 20141
Algebris Investments (UK) LLP 117.82%7.82%7.82%Q4 2015Q4 20151
Wright Fund Management, LLC 1188.12%88.12%88.12%Q4 2021Q4 20211
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q3 2023Q3 20231
THOMPSON DAVIS & CO., INC. 110.00%0.00%0.00%Q1 2016Q1 20161
GRIMES & COMPANY, INC. 110.11%0.11%0.11%Q2 2018Q2 20181
Envestnet Portfolio Solutions, Inc. 110.77%0.77%0.77%Q3 2023Q3 20231
Key FInancial Inc 110.00%0.00%0.00%Q3 2023Q3 20231
VALLEY FINANCIAL MANAGEMENT, INC. 111.55%1.55%1.55%Q1 2023Q1 20231
Weatherstone Capital Management 110.11%0.11%0.11%Q4 2018Q4 20181
NorthRock Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sterling Investment Advisors, Ltd. 111.04%1.04%1.04%Q3 2023Q3 20231
Autonomy Capital (Jersey) L.P. 1118.53%18.53%18.53%Q2 2017Q2 20171
Smart Money Group LLC 110.31%0.31%0.31%Q1 2020Q1 20201
Triumph Capital Management 110.16%0.16%0.16%Q3 2023Q3 20231
Legal & General Group Plc 110.24%0.24%0.24%Q4 2018Q4 20181
TYBOURNE CAPITAL MANAGEMENT (HK) LTD 1110.25%10.25%10.25%Q2 2013Q2 20131
Moloney Securities Asset Management, LLC 110.56%0.56%0.56%Q1 2023Q1 20231
Artemis Wealth Advisors, LLC 110.13%0.13%0.13%Q2 2022Q2 20221
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Willingdon Wealth Management 110.01%0.01%0.01%Q4 2018Q4 20181
GREEN ARROW CAPITAL MANAGEMENT LLC 110.54%0.54%0.54%Q2 2013Q2 20131
Interchange Capital Partners, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Rothschild Capital Partners, LLC 115.23%5.23%5.23%Q4 2022Q4 20221
Cordant, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Relative Value Partners Group, LLC 110.03%0.03%0.03%Q3 2015Q3 20151
COWA, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
First Bank & Trust 110.01%0.01%0.01%Q4 2019Q4 20191
FSC Wealth Advisors, LLC 110.25%0.25%0.25%Q3 2022Q3 20221
ELLINGTON MANAGEMENT GROUP LLC 113.63%3.63%3.63%Q4 2016Q4 20161
Centurion Wealth Management LLC 110.80%0.80%0.80%Q3 2023Q3 20231
AEGON USA Investment Management, LLC 110.28%0.28%0.28%Q2 2013Q2 20131
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.01%0.01%0.01%Q2 2013Q2 20131
Plaisance Capital LLC 114.10%4.10%4.10%Q2 2022Q2 20221
CNB Bank 110.00%0.00%0.00%Q3 2021Q3 20211
SOUTH GEORGIA CAPITAL, LLC 115.15%5.15%5.15%Q3 2015Q3 20151
KB FINANCIAL PARTNERS, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
DONALDSON CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
IRON Financial LLC 110.24%0.24%0.24%Q1 2016Q1 20161
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Zions Bancorporation 110.00%0.00%0.00%Q2 2016Q2 20161
Koesten, Hirschmann & Crabtree, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
PNC Managed Account Solutions, Inc. 110.10%0.10%0.10%Q2 2021Q2 20211
Tranquilli Financial Advisor LLC 110.44%0.44%0.44%Q4 2020Q4 20201
FFG RETIREMENT ADVISORS LLC 112.60%2.60%2.60%Q3 2023Q3 20231
Jupiter Wealth Management LLC 110.38%0.38%0.38%Q3 2019Q3 20191
Beacon Harbor Wealth Advisors, Inc. 110.19%0.19%0.19%Q2 2022Q2 20221
Vollero Beach Capital Partners LLC 112.36%2.36%2.36%Q1 2016Q1 20161
Gladstone Institutional Advisory LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Trust Co 110.01%0.01%0.01%Q1 2021Q1 20211
Town & Country Bank & Trust CO dba First Bankers Trust CO 110.12%0.12%0.12%Q3 2023Q3 20231
Regal Partners Ltd 111.19%1.19%1.19%Q3 2023Q3 20231
Kiwi Wealth Investments Limited Partnership 110.31%0.31%0.31%Q3 2023Q3 20231
Certus Wealth Management, LLC 111.34%1.34%1.34%Q3 2023Q3 20231
Stamos Capital Partners, L.P. 110.94%0.94%0.94%Q4 2021Q4 20211
CITY NATIONAL BANK 110.00%0.00%0.00%Q3 2013Q3 20131
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Capital Directions Investment Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Annex Advisory Services, LLC 116.62%6.62%6.62%Q3 2023Q3 20231
Farmer Steven Patrick 110.34%0.34%0.34%Q2 2022Q2 20221
Windsor Wealth Management, Inc. 110.08%0.08%0.08%Q4 2019Q4 20191
Coury Firm Asset Management LLC 110.36%0.36%0.36%Q1 2022Q1 20221
LionEye Capital Management LLC 110.09%0.09%0.09%Q2 2015Q2 20151
Strid Group, LLC 115.03%5.03%5.03%Q2 2016Q2 20161
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
FIRST NATIONAL BANK OF OMAHA 110.03%0.03%0.03%Q2 2019Q2 20191
Taylor Hoffman Wealth Management 110.01%0.01%0.01%Q4 2019Q4 20191
Capital Markets Trading UK LLP 110.01%0.01%0.01%Q4 2020Q4 20201
Claybrook Capital, LLC 110.37%0.37%0.37%Q3 2020Q3 20201
Beverly Hills Private Wealth, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
WealthTrust Asset Management, LLC 111.51%1.51%1.51%Q1 2023Q1 20231
Cerrano Capital Management LP 111.22%1.22%1.22%Q1 2018Q1 20181
Schwab Charitable Fund 110.06%0.06%0.06%Q3 2020Q3 20201
Capital Planning Advisors, LLC 110.10%0.10%0.10%Q1 2019Q1 20191
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
AJ WEALTH STRATEGIES, LLC 110.11%0.11%0.11%Q1 2023Q1 20231
Capital Square, LLC 110.10%0.10%0.10%Q1 2020Q1 20201
Pactiv General Employee Benefit Trust 110.58%0.58%0.58%Q4 2019Q4 20191
MEDICI CAPITAL LLC 1118.94%18.94%18.94%Q3 2023Q3 20231
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.12%0.12%0.12%Q2 2015Q2 20151
Cox Capital Mgt LLC 110.01%0.01%0.01%Q1 2020Q1 20201
WASHINGTON TRUST Co 110.00%0.00%0.00%Q1 2023Q1 20231
V3 Capital Management, L.P. 116.73%6.73%6.73%Q3 2021Q3 20211
Onyx Bridge Wealth Group LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Hillsdale Investment Management Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
External links

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