ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.01%0.30%0.95%Q1 2012Q3 2023138
CREDIT SUISSE AG/ 43430.00%0.24%1.57%Q1 2013Q3 2023127
CITIGROUP INC 42420.02%0.24%0.90%Q2 2013Q3 2023126
ROYAL BANK OF CANADA 42420.00%0.11%0.42%Q2 2013Q3 2023125
BANK OF AMERICA CORP /DE/ 42420.00%0.24%1.46%Q2 2013Q3 2023124
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.01%0.18%0.59%Q2 2013Q3 2023123
Parallax Volatility Advisers, L.P. 42420.00%0.42%2.80%Q2 2013Q3 2023123
WELLS FARGO & COMPANY/MN 42420.00%0.18%0.79%Q2 2013Q3 2023120
HSBC HOLDINGS PLC 47470.02%0.17%0.53%Q1 2012Q3 2023118
BARCLAYS PLC 42420.01%0.29%1.24%Q2 2013Q3 2023118
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.21%0.78%Q2 2013Q3 2023108
Checchi Capital Advisers, LLC 40400.00%2.30%13.27%Q4 2013Q3 2023108
UBS Group AG 36360.01%0.32%1.09%Q4 2014Q3 2023108
HAP Trading, LLC 42420.00%0.20%3.94%Q2 2013Q3 2023104
JANE STREET GROUP, LLC 39390.00%0.48%3.26%Q1 2014Q3 2023101
CAPSTONE INVESTMENT ADVISORS, LLC 31100.00%1.57%8.28%Q2 2013Q3 2023100
Walleye Trading LLC 31100.00%0.04%0.33%Q2 2013Q3 202397
Cutler Group LLC / CA 32320.00%0.18%1.70%Q4 2015Q3 202391
BANK OF MONTREAL /CAN/ 3920.00%0.57%4.86%Q2 2013Q3 202391
Citadel Advisors 3510.00%0.06%0.32%Q1 2014Q3 202389
Jefferies Group LLC 2320.00%0.23%1.29%Q2 2013Q3 202285
Bank of New York Mellon Corp 51510.00%0.62%8.30%Q1 2011Q3 202381
M&T BANK CORP 26150.00%0.99%8.19%Q2 2013Q3 202380
NOMURA HOLDINGS INC 2610.01%0.28%1.72%Q4 2012Q3 202380
Lido Advisors, LLC 2810.00%0.48%3.79%Q1 2016Q3 202373
WOLVERINE TRADING, LLC 1620.00%0.12%0.40%Q3 2016Q3 202373
Paloma Partners Management Co 2210.01%0.29%4.15%Q2 2014Q3 202371
BANK OF NOVA SCOTIA 43430.00%0.11%0.59%Q1 2013Q3 202364
HUNTINGTON NATIONAL BANK 59590.03%0.67%1.40%Q1 2009Q3 202364
US BANCORP \DE\ 42420.00%1.11%2.33%Q2 2013Q3 202363
CLEAR STREET MARKETS LLC 1810.00%0.30%3.13%Q2 2013Q3 202362
CAPITAL FUND MANAGEMENT S.A. 1610.00%0.09%0.35%Q2 2014Q3 202361
TRUIST FINANCIAL CORP 42420.00%1.36%3.56%Q2 2013Q3 202361
MILLENNIUM MANAGEMENT LLC 2510.00%0.04%0.17%Q2 2013Q3 202361
Fort Point Capital Partners LLC 40400.00%6.67%26.44%Q4 2013Q3 202359
Rehmann Capital Advisory Group 43150.16%1.82%5.28%Q4 2008Q3 202358
Creative Planning 42420.00%0.81%2.29%Q2 2013Q3 202357
TWO SIGMA SECURITIES, LLC 1610.00%0.17%3.25%Q1 2015Q3 202356
SNS Financial Group, LLC 43430.01%2.54%6.22%Q1 2013Q3 202354
PUBLIC SECTOR PENSION INVESTMENT BOARD 28280.01%1.02%37.10%Q4 2014Q3 202154
Veritable, L.P. 43430.00%1.09%2.45%Q4 2012Q2 202353
DONALDSON CAPITAL MANAGEMENT, LLC 42100.02%0.08%0.37%Q1 2010Q3 202352
Arbor Investment Advisors, LLC 52524.66%11.63%16.29%Q4 2010Q3 202352
RAYMOND JAMES & ASSOCIATES 42420.00%0.63%2.16%Q2 2013Q3 202352
TRUSTCORE FINANCIAL SERVICES, LLC 21210.00%1.37%6.30%Q4 2017Q4 202252
Goldstein Munger & Associates 52523.39%6.24%10.82%Q4 2009Q3 202252
Alexandria Capital, LLC 34340.00%0.89%3.65%Q2 2013Q3 202151
BlackRock Inc. 42420.00%0.79%2.53%Q2 2013Q3 202350
Raymond James Financial Services Advisors, Inc. 42420.00%0.56%1.77%Q2 2013Q3 202350
BARINGS LLC 30300.01%2.05%7.87%Q2 2013Q3 202050
Fiera Capital Corp 42420.00%0.13%0.48%Q2 2013Q3 202349
Plante Moran Financial Advisors, LLC 42420.11%0.37%1.42%Q2 2013Q3 202349
HighTower Advisors, LLC 42420.00%0.23%0.56%Q2 2013Q3 202349
Allianz Asset Management GmbH 3650.00%0.10%0.77%Q2 2013Q3 202348
CIBC WORLD MARKET INC. 42420.01%0.13%0.72%Q2 2013Q3 202348
MUFG Americas Holdings Corp 48480.71%1.56%2.43%Q4 2010Q3 202248
Zhang Financial LLC 47470.11%0.53%1.16%Q1 2012Q3 202347
WOLVERINE ASSET MANAGEMENT LLC 1410.00%0.08%0.49%Q2 2013Q4 202147
ALLIANCEBERNSTEIN L.P. 42420.00%0.06%0.22%Q2 2013Q3 202347
MCF Advisors LLC 4071.09%6.44%12.39%Q4 2011Q3 202347
Keel Point, LLC 35350.00%1.19%4.19%Q1 2015Q3 202346
FRANKLIN RESOURCES INC 42420.02%0.04%0.07%Q2 2013Q3 202346
Ionic Capital Management LLC 22220.00%0.78%5.58%Q3 2013Q4 201846
Destination Wealth Management 43430.00%1.17%2.45%Q1 2013Q3 202345
NWAM LLC 32130.02%0.52%1.72%Q2 2012Q3 202345
MONETA GROUP INVESTMENT ADVISORS LLC 45450.36%3.55%9.44%Q3 2012Q3 202345
Tortoise Investment Management, LLC 44440.00%1.04%3.93%Q4 2012Q3 202345
Jump Trading, LLC 910.01%0.28%2.20%Q2 2013Q1 201945
First Horizon Advisors, Inc. 4140.87%1.80%3.83%Q1 2012Q3 202345
Franklin, Parlapiano, Turner & Welch, LLC 44440.22%1.16%4.62%Q4 2012Q3 202344
Joel Isaacson & Co., LLC 44440.02%0.07%0.15%Q4 2012Q3 202344
Capital Analysts, LLC 44440.01%2.16%5.92%Q4 2012Q3 202344
Citizens Business Bank 44440.30%2.64%6.87%Q4 2012Q3 202344
CPWM, LLC 44440.15%0.57%1.48%Q4 2011Q3 202244
GLENMEDE TRUST CO NA 23210.09%0.43%0.88%Q3 2012Q3 202344
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.02%0.16%1.43%Q2 2010Q3 202344
WELLINGTON MANAGEMENT GROUP LLP 2610.00%0.02%0.06%Q2 2013Q3 202344
TORONTO DOMINION BANK 43430.00%0.05%0.38%Q1 2013Q3 202344
FMR LLC 42420.00%0.06%0.20%Q2 2013Q3 202344
New England Private Wealth Advisors LLC 44440.54%0.94%1.72%Q4 2012Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.49%1.36%2.59%Q4 2012Q3 202344
TCI Wealth Advisors, Inc. 44440.13%1.80%6.22%Q4 2012Q3 202344
LPL Financial LLC 42420.00%0.51%1.84%Q2 2013Q3 202344
RiverFront Investment Group, LLC 2930.01%1.06%5.40%Q4 2008Q3 202344
Seven Post Investment Office LP 42420.50%2.85%8.27%Q2 2013Q3 202344
FULTON BANK, N.A. 43430.13%0.27%0.84%Q2 2013Q4 202343
Retirement Systems of Alabama 43430.08%0.09%0.12%Q1 2013Q3 202343
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.00%2.83%5.65%Q2 2013Q3 202343
Goelzer Investment Management, Inc. 43430.12%0.42%1.74%Q1 2013Q3 202343
PARK NATIONAL CORP /OH/ 43430.03%0.22%0.50%Q2 2013Q4 202343
BROWN BROTHERS HARRIMAN & CO 43430.03%0.06%0.10%Q1 2013Q3 202343
Montecito Bank & Trust 43430.41%3.66%10.64%Q2 2013Q4 202343
Ameritas Investment Partners, Inc. 42420.03%0.11%1.14%Q2 2013Q3 202343
BRYN MAWR TRUST Co 43430.31%0.63%0.92%Q1 2013Q3 202343
WOODSTOCK CORP 43430.32%0.41%0.57%Q2 2013Q4 202343
Stelac Advisory Services LLC 4210.12%0.21%0.40%Q4 2012Q3 202343
Cetera Advisor Networks LLC 43430.21%0.65%1.42%Q1 2013Q3 202343
PRIVATE TRUST CO NA 43430.16%0.43%0.67%Q1 2013Q3 202343
BAR HARBOR WEALTH MANAGEMENT 43430.13%0.49%0.85%Q1 2013Q3 202343
Boltwood Capital Management 43430.21%0.85%2.56%Q2 2013Q4 202343
INTEGRAL DERIVATIVES, LLC 18180.00%0.12%0.79%Q4 2013Q1 201843
AMERIPRISE FINANCIAL INC 42420.02%0.30%0.88%Q2 2013Q3 202343
Regis Management CO LLC 43433.24%8.57%24.30%Q1 2013Q3 202343
SHEETS SMITH WEALTH MANAGEMENT 43430.38%0.73%1.27%Q1 2013Q3 202343
COMMERCE BANK 43430.21%0.45%0.78%Q1 2013Q3 202343
SYNOVUS FINANCIAL CORP 42420.02%1.34%2.67%Q2 2013Q3 202343
Stairway Partners, LLC 434314.08%26.82%37.06%Q2 2013Q4 202343
GFS Advisors, LLC 42420.14%0.46%1.14%Q2 2013Q3 202342
Busey Bank 42420.08%0.31%4.42%Q2 2013Q3 202342
Cubic Asset Management, LLC 42420.44%0.72%1.00%Q2 2013Q3 202342
HIGHLAND CAPITAL MANAGEMENT, LLC 42420.06%0.41%1.67%Q2 2013Q3 202342
KLINGENSTEIN FIELDS & CO LP 42420.02%0.03%0.04%Q2 2013Q3 202342
COLONY GROUP LLC 42420.09%0.35%0.99%Q2 2013Q3 202342
Birch Hill Investment Advisors LLC 42420.30%0.39%0.47%Q2 2013Q3 202342
NORTHEAST INVESTMENT MANAGEMENT 42420.05%0.49%1.09%Q2 2013Q3 202342
ROCKLAND TRUST CO 42420.11%0.43%1.41%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.06%0.14%0.24%Q2 2013Q4 202342
Cambridge Investment Research Advisors, Inc. 42420.13%0.44%1.22%Q2 2013Q3 202342
INTERACTIVE FINANCIAL ADVISORS, INC. 42420.14%0.34%0.93%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.00%0.04%0.26%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 3320.00%0.38%1.14%Q2 2013Q3 202342
Twele Capital Management, Inc. 42421.17%4.70%7.81%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.23%1.24%3.32%Q2 2013Q3 202342
SIGMA INVESTMENT COUNSELORS INC 42420.28%0.71%1.31%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.02%0.06%0.18%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.14%0.37%0.76%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.25%0.38%1.22%Q2 2013Q3 202342
Marquette Asset Management, LLC 42420.24%1.22%4.94%Q2 2013Q3 202342
Hanson & Doremus Investment Management 42420.05%0.12%0.32%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.24%0.61%1.27%Q2 2013Q3 202342
FIRST FOUNDATION ADVISORS 42420.01%0.17%2.06%Q2 2013Q3 202342
BLB&B Advisors, LLC 42420.07%0.15%0.27%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42421.06%4.53%8.69%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.33%0.66%2.25%Q2 2013Q3 202342
AMG National Trust Bank 42421.95%5.05%7.64%Q2 2013Q3 202342
Dorsey & Whitney Trust CO LLC 42420.42%0.66%1.20%Q2 2013Q3 202342
HBK Sorce Advisory LLC 42420.15%0.47%0.99%Q2 2013Q3 202342
GOULD ASSET MANAGEMENT LLC /CA/ 42421.02%2.74%3.97%Q2 2013Q3 202342
FIRST CITIZENS BANK & TRUST CO 42420.05%0.31%0.77%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.66%2.72%6.68%Q2 2013Q3 202342
MEEDER ASSET MANAGEMENT INC 42420.02%1.36%9.44%Q2 2013Q3 202342
Mariner, LLC 42420.64%2.00%4.27%Q2 2013Q3 202342
HEADINVEST, LLC 42420.31%0.86%2.03%Q2 2013Q3 202342
MYCIO WEALTH PARTNERS, LLC 42420.16%2.58%7.55%Q2 2013Q3 202342
CONNING INC. 42420.58%1.12%1.76%Q2 2013Q3 202342
American Investment Services, Inc. 42420.06%0.13%0.24%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.06%0.24%0.69%Q2 2013Q3 202342
BURKE & HERBERT BANK & TRUST CO 42420.49%0.86%1.84%Q2 2013Q3 202342
BRIGHTON JONES LLC 42420.80%2.32%5.29%Q2 2013Q3 202342
FIRST HAWAIIAN BANK 42420.65%5.79%17.46%Q2 2013Q3 202342
Evensky & Katz LLC 42420.02%0.23%0.53%Q2 2013Q3 202342
Bangor Savings Bank 42420.05%1.73%5.54%Q2 2013Q3 202342
SouthState Corp 42420.04%0.35%1.22%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42420.24%0.75%1.17%Q2 2013Q3 202342
PHILLIPS FINANCIAL MANAGEMENT, LLC 42420.58%2.52%6.14%Q2 2013Q3 202342
AlphaMark Advisors, LLC 42420.01%0.03%0.05%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.05%0.09%0.23%Q2 2013Q3 202342
North Star Investment Management Corp. 42420.09%0.28%0.38%Q2 2013Q3 202342
FDx Advisors, Inc. 42420.03%0.81%3.91%Q2 2013Q3 202342
HANCOCK WHITNEY CORP 42420.36%0.97%1.87%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.02%0.12%0.36%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.01%0.07%0.21%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.04%0.13%0.36%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.04%0.08%0.12%Q2 2013Q3 202342
STOCK YARDS BANK & TRUST CO 42420.58%1.69%2.86%Q2 2013Q3 202342
Coastline Trust Co 42420.16%0.55%1.01%Q2 2013Q3 202342
COHEN LAWRENCE B 42421.12%2.52%3.49%Q2 2013Q3 202342
SENTINEL TRUST CO LBA 42420.13%2.80%10.78%Q2 2013Q3 202342
PINNACLE FINANCIAL PARTNERS INC 42420.52%1.29%2.60%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.28%0.40%0.58%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.10%0.49%1.69%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.01%Q2 2013Q3 202342
Sabal Trust CO 42420.02%0.04%0.07%Q2 2013Q3 202342
Acropolis Investment Management, LLC 42420.26%1.10%2.25%Q2 2013Q3 202342
BOK Financial Private Wealth, Inc. 42420.49%2.50%6.32%Q2 2013Q3 202342
SHELTON CAPITAL MANAGEMENT 42420.01%0.09%0.25%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.05%0.27%1.01%Q2 2013Q3 202342
SEGALL BRYANT & HAMILL, LLC 3570.06%0.12%0.21%Q1 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.60%0.93%1.13%Q2 2013Q3 202342
JMG Financial Group, Ltd. 42420.10%0.27%0.58%Q2 2013Q3 202342
Linscomb & Williams, Inc. 42420.26%1.83%5.26%Q2 2013Q3 202342
Ledyard National Bank 42420.15%0.48%2.19%Q2 2013Q3 202342
FISHMAN JAY A LTD/MI 42420.11%0.27%0.39%Q2 2013Q3 202342
Hills Bank & Trust Co 42421.37%2.91%7.64%Q2 2013Q3 202342
OLD NATIONAL BANCORP /IN/ 42420.04%0.21%0.83%Q2 2013Q3 202342
MOTCO 42420.06%0.16%0.27%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.18%0.53%0.92%Q2 2013Q3 202342
SCS Capital Management LLC 42420.81%6.89%39.31%Q2 2013Q3 202342
DUMONT & BLAKE INVESTMENT ADVISORS LLC 42420.74%0.98%1.42%Q2 2013Q3 202342
NTV ASSET MANAGEMENT LLC 42420.22%0.88%1.76%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.21%0.59%Q2 2013Q3 202342
EAGLE GLOBAL ADVISORS LLC 42420.02%0.07%0.21%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
WADE G W & INC 42420.13%0.42%1.51%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42421.23%1.51%2.12%Q2 2013Q3 202342
MONETARY MANAGEMENT GROUP INC 42420.07%0.12%0.17%Q2 2013Q3 202342
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 42420.04%0.09%0.12%Q2 2013Q3 202342
WOODMONT INVESTMENT COUNSEL LLC 42420.08%0.12%0.25%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.02%0.07%0.21%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.08%0.18%0.29%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.32%1.30%2.85%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.17%0.76%1.76%Q2 2013Q3 202342
FIRST NATIONAL BANK OF OMAHA 42420.07%0.17%0.40%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42420.10%2.62%4.97%Q2 2013Q3 202342
WHITE PINE CAPITAL LLC 42420.03%0.92%5.82%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.11%0.35%0.77%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.21%0.68%1.10%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42420.13%2.33%10.27%Q2 2013Q3 202342
1834 INVESTMENT ADVISORS CO 42420.11%0.45%0.75%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.32%0.61%1.07%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.12%0.27%0.65%Q2 2013Q3 202342
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.11%0.30%0.56%Q2 2013Q3 202342
Windsor Capital Management, LLC 42420.44%1.02%2.59%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.15%1.19%4.36%Q2 2013Q3 202342
CULBERTSON A N & CO INC 42420.12%0.38%0.78%Q2 2013Q3 202342
WATERS PARKERSON & CO., LLC 42420.45%0.69%1.11%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.05%0.09%0.15%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.56%1.12%1.79%Q2 2013Q3 202342
BUCKINGHAM STRATEGIC WEALTH, LLC 42420.12%0.29%0.51%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.09%0.17%0.24%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.01%0.04%0.24%Q2 2013Q3 202342
DEARBORN PARTNERS LLC 42420.01%0.04%0.10%Q2 2013Q3 202342
BANK OF HAWAII 42420.06%0.47%2.10%Q2 2013Q3 202342
SPINNAKER TRUST 42420.02%0.04%0.09%Q2 2013Q3 202342
CIM INVESTMENT MANAGEMENT INC 42421.34%2.18%3.28%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.16%1.13%2.18%Q2 2013Q3 202342
GREENLEAF TRUST 42420.09%0.44%2.03%Q2 2013Q3 202342
KANAWHA CAPITAL MANAGEMENT LLC 42420.07%0.20%0.44%Q2 2013Q3 202342
FCA CORP /TX 42420.20%1.48%4.74%Q2 2013Q3 202342
Gradient Investments LLC 42420.00%0.16%6.30%Q2 2013Q3 202342
Efficient Advisors, LLC 42420.32%2.36%4.22%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.01%0.06%0.20%Q2 2013Q3 202342
MARTIN & CO INC /TN/ 42422.52%3.00%3.52%Q2 2013Q3 202342
Carlson Capital Management 42420.04%0.20%0.36%Q2 2013Q3 202342
PRIO WEALTH LIMITED PARTNERSHIP 42420.04%0.10%0.19%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.22%0.62%1.41%Q2 2013Q3 202342
JFS WEALTH ADVISORS, LLC 42420.01%0.28%0.89%Q2 2013Q3 202342
Prospera Financial Services Inc 42420.10%0.26%0.77%Q2 2013Q3 202342
Sand Hill Global Advisors, LLC 42425.00%9.55%15.66%Q2 2013Q3 202342
Aspen Investment Management Inc 42420.46%0.99%2.50%Q2 2013Q3 202342
HERITAGE INVESTORS MANAGEMENT CORP 42420.37%0.98%1.72%Q2 2013Q3 202342
Ramsay, Stattman, Vela & Price, Inc. 42421.03%2.28%3.37%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.04%0.08%Q2 2013Q3 202342
FRONT BARNETT ASSOCIATES LLC 42420.91%1.54%2.31%Q2 2013Q3 202342
Main Management LLC 42420.05%1.52%3.77%Q2 2013Q3 202342
Financial Management Professionals, Inc. 42420.00%0.02%0.06%Q2 2013Q3 202342
COURIER CAPITAL LLC 42421.44%2.69%4.57%Q2 2013Q3 202342
Colonial Trust Advisors 42420.03%0.36%0.90%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.57%1.18%1.79%Q2 2013Q3 202342
LBMC INVESTMENT ADVISORS, LLC 42423.80%6.96%10.01%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.04%0.36%0.79%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.05%0.09%0.15%Q2 2013Q3 202342
Smithfield Trust Co 42420.08%0.23%0.44%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.10%0.17%0.26%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.00%0.04%0.10%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.00%0.04%0.18%Q2 2013Q3 202342
Cetera Advisors LLC 42420.09%0.80%1.65%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.62%1.34%2.19%Q2 2013Q3 202342
HM PAYSON & CO 42420.01%0.04%0.17%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.03%0.14%Q2 2013Q3 202342
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 42420.10%1.33%6.35%Q2 2013Q3 202342
INTRUST BANK NA 2130.05%0.61%1.86%Q2 2013Q3 202242
PITTENGER & ANDERSON INC 42420.43%0.59%0.71%Q2 2013Q3 202342
QUEST INVESTMENT MANAGEMENT LLC 42420.65%1.41%2.12%Q2 2013Q3 202342
AVITY INVESTMENT MANAGEMENT INC. 42420.05%0.08%0.09%Q2 2013Q3 202342
ARGI Investment Services, LLC 3260.00%0.15%1.13%Q2 2013Q4 202242
Telos Capital Management, Inc. 42420.05%0.35%1.03%Q2 2013Q3 202342
Accredited Investors Inc. 42420.07%1.67%7.15%Q2 2013Q3 202342
WEALTHCARE CAPITAL MANAGEMENT LLC 42420.03%0.14%0.28%Q2 2013Q3 202342
Brookmont Capital Management 42420.14%0.38%0.63%Q2 2013Q3 202342
BSW Wealth Partners 42421.41%12.60%30.88%Q2 2013Q3 202342
CAPTRUST FINANCIAL ADVISORS 42420.16%7.83%27.85%Q2 2013Q3 202342
Asset Management Group, Inc. 42420.69%1.34%2.56%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.06%0.18%0.41%Q2 2013Q3 202342
Timber Creek Capital Management LLC 42420.03%0.19%0.36%Q2 2013Q3 202342
Waverly Advisors, LLC 42420.21%1.09%4.97%Q2 2013Q3 202342
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42420.04%0.19%0.52%Q2 2013Q3 202342
Summit Asset Management, LLC 42420.19%0.30%0.41%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.22%0.47%Q2 2013Q3 202342
Portland Global Advisors LLC 42422.90%5.67%8.07%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.08%0.25%0.41%Q2 2013Q3 202342
AMARILLO NATIONAL BANK 42421.25%3.78%7.01%Q2 2013Q3 202342
BOSTON FINANCIAL MANGEMENT LLC 42420.12%0.41%1.58%Q2 2013Q3 202342
Private Advisor Group, LLC 40400.00%0.46%1.73%Q4 2013Q3 202342
BESSEMER GROUP INC 42420.01%0.27%1.05%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.25%0.64%1.45%Q2 2013Q3 202342
TOMPKINS FINANCIAL CORP 32100.08%0.48%1.03%Q2 2013Q4 202342
NBT BANK N A /NY 42420.50%0.86%1.34%Q2 2013Q3 202342
CAPE COD FIVE CENTS SAVINGS BANK 42420.28%1.13%3.68%Q2 2013Q3 202342
BURNEY CO/ 42420.03%0.05%0.10%Q2 2013Q3 202342
CONGRESS ASSET MANAGEMENT CO /MA 42420.02%0.04%0.10%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.03%0.06%0.10%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.24%0.54%1.10%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.02%0.03%0.05%Q2 2013Q3 202342
VISTA CAPITAL PARTNERS, INC. 42420.05%0.10%0.19%Q2 2013Q3 202342
MORGAN STANLEY 42420.16%0.29%0.60%Q2 2013Q3 202342
Savant Capital, LLC 42420.08%0.26%0.62%Q2 2013Q3 202342
NORTH STAR ASSET MANAGEMENT INC 42420.02%0.05%0.08%Q2 2013Q3 202342
DAVIS R M INC 42420.04%0.21%2.24%Q2 2013Q3 202342
CHILTON CAPITAL MANAGEMENT LLC 42420.09%0.21%0.84%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42420.21%0.52%0.99%Q2 2013Q3 202342
Sageworth Trust Co 42420.06%1.88%5.07%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.06%1.29%3.92%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.02%0.08%0.23%Q2 2013Q3 202342
MOLLER WEALTH PARTNERS 42420.61%1.17%2.24%Q2 2013Q3 202342
JNBA Financial Advisors 42420.05%0.12%0.30%Q2 2013Q3 202342
CONNORS INVESTOR SERVICES INC 42420.49%0.61%0.89%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.05%0.38%1.90%Q2 2013Q3 202342
SIGNATUREFD, LLC 42420.00%0.13%0.41%Q2 2013Q3 202342
Parkside Financial Bank & Trust 42421.10%1.88%2.74%Q2 2013Q3 202342
Cohen Klingenstein LLC 42420.01%0.03%0.06%Q2 2013Q3 202342
Jasper Ridge Partners, L.P. 42420.82%4.67%10.82%Q2 2013Q3 202342
CAMBRIDGE TRUST CO 42420.01%0.07%0.15%Q2 2013Q3 202342
TEXAS CAPITAL BANCSHARES INC/TX 42420.27%8.03%24.70%Q2 2013Q3 202342
GREAT LAKES ADVISORS, LLC 42420.00%0.21%0.76%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.01%0.32%1.20%Q2 2013Q3 202342
BAHL & GAYNOR INC 42420.01%0.03%0.05%Q2 2013Q3 202342
HOWLAND CAPITAL MANAGEMENT LLC 42420.01%0.04%0.10%Q2 2013Q3 202342
ASPIRIANT, LLC 42420.06%0.46%2.06%Q2 2013Q3 202342
WASHINGTON TRUST Co 42420.33%0.94%1.95%Q2 2013Q3 202342
NORTHWEST INVESTMENT COUNSELORS, LLC 42420.65%1.34%3.02%Q2 2013Q3 202342
WASHINGTON TRUST BANK 42420.00%0.32%0.63%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.03%0.09%0.25%Q2 2013Q3 202342
Gibson Capital, LLC 42420.06%0.19%0.45%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.31%1.25%3.39%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 29120.00%0.10%0.61%Q2 2013Q3 202341
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 28130.01%0.10%0.41%Q2 2013Q3 202341
BRADLEY FOSTER & SARGENT INC/CT 28130.01%0.09%0.24%Q2 2013Q3 202341
BOKF, NA 3290.67%1.22%1.82%Q2 2013Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.07%0.20%0.36%Q3 2013Q4 202341
Invesco Ltd. 3830.00%0.00%0.02%Q2 2013Q3 202341
GREAT WEST LIFE ASSURANCE CO /CAN/ 25160.01%0.02%0.06%Q2 2013Q3 202341
OMERS ADMINISTRATION Corp 3290.17%0.39%1.09%Q2 2013Q3 202341
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3740.02%0.12%0.35%Q2 2013Q3 202341
WESBANCO BANK INC 30110.03%0.26%0.54%Q2 2013Q3 202341
COLDSTREAM CAPITAL MANAGEMENT INC 3740.12%0.38%0.81%Q2 2013Q3 202341
Haverford Trust Co 4010.01%0.02%0.04%Q2 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.17%0.50%1.15%Q2 2013Q3 202341
SUN LIFE FINANCIAL INC 31100.04%1.91%9.50%Q2 2013Q3 202341
CASTLEARK MANAGEMENT LLC 3560.05%0.77%3.37%Q2 2013Q3 202341
BAILARD, INC. 31100.13%1.12%9.76%Q2 2013Q3 202341
AMI INVESTMENT MANAGEMENT INC 3740.12%0.29%1.22%Q2 2013Q3 202341
PRINCIPAL FINANCIAL GROUP INC 28130.00%0.02%0.05%Q2 2013Q3 202341
NICHOLS & PRATT ADVISERS LLP /MA 3290.02%0.12%0.20%Q2 2013Q3 202341
1ST SOURCE BANK 41411.36%2.43%3.96%Q3 2013Q3 202341
CENTRAL BANK & TRUST CO 41410.00%1.61%4.04%Q3 2013Q3 202341
Hilltop Holdings Inc. 41410.40%0.75%2.00%Q3 2013Q3 202341
First Financial Bank - Trust Division 41410.92%4.43%7.93%Q4 2013Q4 202341
Bragg Financial Advisors, Inc 41410.02%0.07%0.17%Q3 2013Q3 202341
ASSETMARK, INC 41410.00%0.04%0.70%Q3 2013Q3 202341
BERKSHIRE ASSET MANAGEMENT LLC/PA 3560.09%0.15%0.39%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 2360.00%0.05%0.19%Q3 2013Q3 202341
FORVIS Wealth Advisors, LLC 41410.22%1.26%4.21%Q3 2013Q3 202341
Choate Investment Advisors 21200.05%1.30%4.79%Q2 2013Q3 202341
Truepoint, Inc. 41410.04%0.23%0.98%Q3 2013Q3 202341
Baker Avenue Asset Management, LP 3740.03%3.56%12.38%Q2 2013Q3 202341
Chevy Chase Trust Holdings, LLC 41410.01%0.02%0.02%Q3 2013Q3 202341
B. Riley Wealth Advisors, Inc. 3650.00%0.10%0.22%Q2 2013Q3 202341
Endurance Wealth Management, Inc. 41410.07%1.84%4.30%Q2 2013Q2 202341
HALBERT HARGROVE GLOBAL ADVISORS, LLC 23180.11%12.05%28.52%Q2 2013Q3 202341
Corundum Group, Inc. 21202.24%5.17%7.87%Q2 2013Q3 202341
PATHSTONE FAMILY OFFICE, LLC 23180.01%0.79%7.95%Q2 2013Q3 202341
LEE DANNER & BASS INC 41410.03%0.07%0.11%Q3 2013Q3 202341
Twin Tree Management, LP 2210.00%0.29%1.14%Q4 2016Q3 202341
Atria Investments, Inc 27140.04%0.97%2.23%Q2 2013Q3 202341
TELEMUS CAPITAL, LLC 41410.18%0.38%1.18%Q3 2013Q3 202341
Focused Wealth Management, Inc 41410.00%0.01%0.03%Q3 2013Q3 202341
Parkside Advisors LLC 41416.29%8.59%11.69%Q4 2013Q4 202341
EP Wealth Advisors, LLC 41410.01%0.51%3.28%Q3 2013Q3 202341
Capital Investment Advisors, LLC 41410.07%0.42%1.22%Q4 2013Q4 202341
Advisory Services Network, LLC 27140.03%0.20%0.81%Q2 2013Q3 202341
Hudock, Inc. 3830.03%0.20%0.38%Q2 2013Q3 202341
Smith & Howard Wealth Management, LLC 3630.00%2.05%3.58%Q2 2013Q3 202341
OARSMAN CAPITAL, INC. 27140.19%0.27%0.49%Q2 2013Q3 202341
DOWLING & YAHNKE LLC 38380.11%0.45%0.89%Q2 2013Q3 202240
Financial Planning & Information Services, Inc. 40400.15%1.68%4.95%Q4 2013Q3 202340
UNITED SERVICES AUTOMOBILE ASSOCIATION 2230.00%1.18%3.38%Q2 2013Q4 202240
Janney Montgomery Scott LLC 30100.18%0.34%0.77%Q3 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.54%1.56%2.83%Q4 2013Q3 202340
Financial Architects, Inc 3640.04%0.11%0.43%Q2 2013Q2 202340
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 3640.08%0.11%0.18%Q2 2013Q3 202340
Heritage Wealth Advisors 40400.06%0.55%2.53%Q4 2013Q3 202340
STRS OHIO 22180.01%0.29%1.48%Q2 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29111.54%3.80%6.58%Q4 2013Q4 202340
TD Capital Management LLC 3550.00%0.59%2.00%Q2 2013Q3 202340
HOLLENCREST CAPITAL MANAGEMENT 40400.12%0.33%0.46%Q4 2013Q3 202340
SMITH, MOORE & CO. 40400.17%0.86%1.72%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40400.10%1.04%2.35%Q4 2013Q3 202340
Oakworth Capital, Inc. 40400.01%2.10%13.06%Q4 2013Q3 202340
Private Ocean, LLC 40400.22%1.11%2.51%Q4 2013Q3 202340
PEOPLES FINANCIAL SERVICES CORP. 40400.11%0.17%0.31%Q4 2013Q3 202340
ZACKS INVESTMENT MANAGEMENT 3910.00%0.04%0.30%Q2 2013Q3 202340
CKW FINANCIAL GROUP 40400.00%0.01%0.10%Q4 2013Q3 202340
Curbstone Financial Management Corp 40400.54%1.07%2.23%Q1 2014Q4 202340
Sequoia Financial Advisors, LLC 40400.02%0.20%0.60%Q4 2013Q3 202340
Avior Wealth Management, LLC 40400.06%0.41%1.09%Q4 2013Q3 202340
Pure Financial Advisors, LLC 22180.03%0.31%0.71%Q2 2013Q4 202340
Waldron Private Wealth LLC 40400.05%2.66%13.98%Q4 2013Q3 202340
Crestwood Advisors Group, LLC 40400.12%1.40%5.00%Q4 2013Q3 202340
Neuberger Berman Group LLC 2310.00%0.01%0.02%Q2 2013Q3 202340
Evanson Asset Management, LLC 40400.16%0.48%1.09%Q4 2013Q3 202340
COMERICA BANK 3910.57%0.83%1.30%Q2 2013Q3 202340
Perkins Coie Trust Co 40400.05%0.10%0.19%Q4 2013Q3 202340
Thomasville National Bank 27130.10%0.28%0.55%Q2 2013Q3 202340
Tower Research Capital LLC (TRC) 2340.00%0.91%5.29%Q2 2013Q3 202340
TIEMANN INVESTMENT ADVISORS, LLC 40400.56%0.98%1.63%Q4 2013Q3 202340
Perigon Wealth Management, LLC 3010.11%0.53%1.20%Q3 2011Q3 202340
CLIFFORD SWAN INVESTMENT COUNSEL LLC 3730.01%0.05%0.10%Q2 2013Q2 202340
Madden Advisory Services, Inc. 25150.03%2.21%5.43%Q3 2013Q3 202340
Blue Fin Capital, Inc. 40400.12%1.33%2.62%Q4 2013Q3 202340
Bluefin Trading, LLC 710.00%0.09%0.74%Q2 2013Q4 201940
Sandy Spring Bank 40400.02%0.19%0.31%Q4 2013Q3 202340
Shoker Investment Counsel, Inc. 40400.98%5.34%8.84%Q4 2013Q3 202340
Tarbox Family Office, Inc. 40401.16%3.22%7.38%Q4 2013Q3 202340
CITY HOLDING CO 40400.58%0.84%1.06%Q4 2013Q3 202340
Atlas Brown,Inc. 3910.25%0.76%1.30%Q2 2013Q3 202340
Parsec Financial Management, Inc. 40400.05%0.15%0.23%Q2 2013Q1 202340
NAPLES GLOBAL ADVISORS, LLC 40400.20%0.38%1.11%Q4 2013Q3 202340
Moreno Evelyn V 40401.25%4.13%7.77%Q4 2013Q3 202340
Regal Investment Advisors LLC 2710.05%0.53%1.99%Q2 2013Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.28%0.47%0.70%Q2 2013Q4 202239
LINCOLN NATIONAL CORP 39390.02%0.31%1.00%Q1 2014Q3 202339
Gemmer Asset Management LLC 39390.02%0.21%0.51%Q1 2014Q3 202339
Highlander Capital Management, LLC 39390.00%0.01%0.01%Q1 2014Q3 202339
CIBC Private Wealth Group, LLC 39390.05%0.15%0.57%Q1 2014Q3 202339
Moors & Cabot, Inc. 39390.03%0.06%0.12%Q1 2014Q3 202339
Paragon Capital Management Ltd 2050.26%0.73%1.19%Q2 2013Q3 202339
NOTTINGHAM ADVISORS, INC. 3630.01%0.18%2.10%Q2 2013Q3 202339
MAIRS & POWER INC 3710.00%0.01%0.01%Q2 2013Q2 202339
BANK OF THE WEST 39390.92%1.74%2.72%Q2 2013Q4 202239
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2640.06%0.54%1.86%Q3 2013Q3 202339
Hirtle Callaghan & Co LLC 3512.15%16.98%42.94%Q3 2013Q3 202339
CONNABLE OFFICE INC 2730.07%4.44%9.46%Q2 2013Q3 202339
BALDWIN BROTHERS LLC/MA 22170.01%0.03%0.13%Q2 2013Q4 202339
TRUSTCO BANK CORP N Y 3720.23%0.52%0.96%Q2 2013Q2 202339
STIFEL FINANCIAL CORP 39390.15%0.26%0.41%Q1 2014Q3 202339
CHOREO, LLC 39390.24%1.72%4.71%Q1 2014Q3 202339
HALL LAURIE J TRUSTEE 13130.69%1.38%2.46%Q2 2013Q3 202339
THRIVENT FINANCIAL FOR LUTHERANS 3810.00%0.05%0.13%Q3 2013Q3 202339
Spot Trading L.L.C 860.00%0.18%0.79%Q2 2013Q4 201639
Connor, Clark & Lunn Investment Management Ltd. 39390.01%0.01%0.02%Q1 2014Q3 202339
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.10%0.56%Q2 2013Q1 202239
Ipswich Investment Management Co., Inc. 2120.09%0.31%2.94%Q3 2013Q3 202339
1832 Asset Management L.P. 39390.00%0.01%0.03%Q1 2014Q3 202339
Allworth Financial LP 3520.01%0.14%0.73%Q2 2013Q3 202339
McCutchen Group LLC 38381.56%4.08%10.17%Q2 2013Q3 202238
Archford Capital Strategies, LLC 22160.00%0.30%1.87%Q1 2014Q3 202338
SPC Financial, Inc. 2910.04%1.47%6.51%Q2 2013Q3 202338
CWM, LLC 2620.01%0.06%0.70%Q3 2013Q3 202338
Covington Capital Management 38380.24%0.79%1.28%Q2 2013Q3 202238
IRON Financial LLC 3530.11%1.17%4.48%Q4 2013Q2 202338
Formidable Asset Management, LLC 2210.13%0.27%0.49%Q3 2013Q3 202338
REGENTATLANTIC CAPITAL LLC 38380.02%0.05%0.11%Q2 2013Q3 202238
HM Capital Management, LLC 38380.12%0.49%2.35%Q2 2013Q3 202238
Fragasso Group Inc. 3440.31%4.25%18.25%Q4 2013Q4 202338
Maryland Capital Management 38380.06%0.26%0.62%Q2 2013Q3 202238
Gilman Hill Asset Management, LLC 38380.11%0.23%0.47%Q2 2014Q3 202338
PITCAIRN CO 2110.02%0.22%0.44%Q2 2013Q3 202338
LBJ Family Wealth Advisors, Ltd. 3710.92%6.14%10.65%Q4 2013Q4 202338
Smith, Salley & Associates 3080.16%0.56%0.98%Q3 2013Q3 202338
BRR OpCo, LLC 38380.08%0.30%0.76%Q2 2013Q3 202238
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3440.04%0.36%1.89%Q4 2013Q3 202338
Garde Capital, Inc. 38380.07%0.29%0.86%Q2 2014Q3 202338
DUBUQUE BANK & TRUST CO 28100.02%0.25%1.04%Q1 2014Q3 202338
EATON VANCE MANAGEMENT 38380.03%0.05%0.08%Q2 2013Q3 202238
BALASA DINVERNO & FOLTZ LLC 38381.10%3.05%6.40%Q2 2013Q3 202238
One Capital Management, LLC 3080.31%0.67%1.24%Q1 2014Q3 202338
Maple Capital Management, Inc. 2990.10%0.43%0.90%Q1 2014Q3 202338
Capital Directions Investment Advisors, LLC 3174.64%16.72%38.81%Q2 2013Q4 202238
Cypress Capital Group 2710.02%0.13%0.24%Q2 2013Q3 202337
Bollard Group LLC 3340.00%0.06%0.56%Q3 2013Q3 202337
CAPE ANN SAVINGS BANK 1710.37%3.55%8.42%Q2 2013Q3 202337
STALEY CAPITAL ADVISERS INC 37370.03%0.12%0.25%Q3 2014Q3 202337
PATTEN & PATTEN INC/TN 1440.02%0.05%0.29%Q2 2013Q3 202337
M Holdings Securities, Inc. 3160.05%0.42%0.63%Q4 2013Q2 202337
St. Johns Investment Management Company, LLC 37370.03%3.03%7.04%Q1 2014Q1 202337
RMB Capital Management, LLC 37370.02%0.23%0.98%Q3 2014Q3 202337
MURPHY CAPITAL MANAGEMENT INC 37370.14%0.43%0.67%Q2 2013Q2 202237
Valmark Advisers, Inc. 24240.00%0.24%1.00%Q4 2017Q3 202337
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 710.00%0.05%0.46%Q2 2013Q3 202337
West Coast Financial LLC 3410.10%0.31%1.15%Q2 2013Q3 202337
Aristotle Capital Management, LLC 37370.00%0.04%0.15%Q3 2014Q3 202337
EFG Asset Management (Americas) Corp. 37370.04%0.33%0.67%Q3 2014Q3 202337
SpiderRock Advisors, LLC 1410.00%0.41%3.58%Q1 2017Q3 202337
Brown Advisory Securities, LLC 37370.04%0.12%0.29%Q2 2013Q2 202237
COUNTRY TRUST BANK 2980.00%0.09%0.71%Q2 2014Q4 202337
ENTERPRISE FINANCIAL SERVICES CORP 37370.86%3.58%6.48%Q2 2013Q2 202237
PIONEER TRUST BANK N A/OR 37370.10%0.22%0.39%Q3 2014Q3 202337
Tradewinds Capital Management, LLC 37370.00%0.07%0.22%Q4 2013Q4 202237
FAS Wealth Partners, Inc. 37370.13%0.40%1.25%Q3 2014Q3 202337
SUNTRUST BANKS INC 26260.00%0.82%1.61%Q2 2013Q3 201936
THORNBURG INVESTMENT MANAGEMENT INC 2510.00%0.05%0.26%Q2 2013Q3 202336
Long Road Investment Counsel, LLC 36360.47%0.68%0.93%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.00%0.03%0.26%Q4 2014Q3 202336
Argent Trust Co 36360.17%0.32%0.58%Q4 2014Q3 202336
Verger Capital Management LLC 363611.02%15.90%22.02%Q4 2014Q3 202336
Dakota Wealth Management 36360.02%3.69%8.02%Q4 2014Q3 202336
Neumann Capital Management, LLC 36360.65%2.98%6.43%Q4 2014Q3 202336
INVESTMENT PARTNERS, LTD. 36360.88%2.25%5.69%Q4 2014Q3 202336
BONTEMPO OHLY CAPITAL MGMT LLC 363621.49%23.71%25.88%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.09%0.45%1.31%Q4 2014Q3 202336
Community Bank, N.A. 36360.28%0.47%0.59%Q4 2014Q3 202336
BTC Capital Management, Inc. 21152.42%3.75%5.40%Q3 2014Q3 202336
Wealth Architects, LLC 36360.07%0.19%0.56%Q4 2014Q3 202336
Caprock Group, LLC 36360.18%0.98%2.23%Q4 2014Q3 202336
MAI Capital Management 36360.28%0.99%1.92%Q4 2014Q3 202336
MACKENZIE FINANCIAL CORP 24120.01%0.33%1.35%Q2 2013Q3 202336
Patten Group, Inc. 36360.12%0.48%0.70%Q4 2014Q3 202336
Cambridge Advisors Inc. 36360.20%0.31%0.55%Q4 2014Q3 202336
Diversified Portfolios, Inc. 36360.20%0.89%2.54%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36360.26%0.77%3.06%Q4 2014Q3 202336
Landmark Financial Advisors, LLC 36360.29%1.45%7.69%Q4 2014Q3 202336
Glassman Wealth Services 36360.00%0.04%0.08%Q4 2014Q3 202336
Family Firm, Inc. 36360.95%1.45%2.00%Q4 2014Q3 202336
Barrett Asset Management, LLC 36360.01%0.28%0.58%Q2 2013Q1 202236
DUPONT CAPITAL MANAGEMENT CORP 2790.02%2.29%8.00%Q2 2013Q3 202336
PETTYJOHN, WOOD & WHITE, INC 2460.05%0.19%0.63%Q1 2014Q3 202336
Klingman & Associates, LLC 36360.15%0.49%1.03%Q4 2014Q3 202336
EisnerAmper Wealth Management Corporate Benefits, LLC 22140.22%0.65%2.04%Q4 2014Q4 202336
LS Investment Advisors, LLC 36360.00%0.03%0.08%Q2 2013Q1 202236
Sigma Planning Corp 36360.05%0.19%0.35%Q4 2014Q3 202336
Ancora Advisors LLC 2910.01%0.03%0.10%Q2 2013Q3 202336
STERLING INVESTMENT ADVISORS LLC /ADV 36361.93%3.10%4.91%Q4 2014Q3 202336
PALLADIUM PARTNERS LLC 36360.68%1.01%3.71%Q2 2013Q1 202236
Lenox Wealth Advisors, LLC 36360.20%9.47%20.61%Q2 2013Q1 202236
MASON STREET ADVISORS, LLC 2790.01%1.65%12.14%Q2 2013Q2 202236
Glenview Trust Co 2810.04%0.89%2.18%Q4 2008Q3 202336
Summit Financial Strategies, Inc. 36360.85%4.99%7.85%Q4 2014Q3 202336
SONATA CAPITAL GROUP INC 36360.14%0.29%0.43%Q4 2014Q3 202336
ARROW FINANCIAL CORP 36360.00%0.03%0.09%Q3 2014Q2 202336
Meristem Family Wealth, LLC 36360.27%0.81%1.30%Q2 2013Q1 202236
Cornerstone Management, Inc. 36362.14%3.62%4.63%Q4 2014Q3 202336
People's United Financial, Inc. 36360.04%0.59%1.66%Q2 2013Q1 202236
Brinker Capital Investments, LLC 2710.00%1.11%3.88%Q2 2013Q4 202236
MAKENA CAPITAL MANAGEMENT LLC 20200.05%23.86%76.81%Q2 2013Q1 201836
OLD SECOND NATIONAL BANK OF AURORA 36360.11%0.27%0.44%Q4 2014Q3 202336
Azimuth Capital Management LLC 36360.08%0.33%1.05%Q2 2013Q1 202236
River Wealth Advisors LLC 35350.30%1.16%2.52%Q1 2015Q3 202335
VICTORY CAPITAL MANAGEMENT INC 22130.00%0.01%0.11%Q4 2014Q3 202335
Chesley Taft & Associates LLC 3230.58%1.13%1.65%Q2 2013Q3 202335
VESTOR CAPITAL, LLC 22130.89%2.69%4.11%Q4 2014Q3 202335
Country Club Trust Company, n.a. 35350.12%1.50%3.19%Q2 2013Q4 202135
Buckingham Capital Management, Inc. 35350.04%0.34%0.94%Q2 2013Q4 202135
Merriman Wealth Management, LLC 1520.02%1.31%7.68%Q3 2013Q3 202335
DF DENT & CO INC 3110.01%0.01%0.02%Q1 2014Q3 202335
Carroll Financial Associates, Inc. 35350.00%0.04%0.14%Q2 2013Q4 202135
Allen Investment Management, LLC 3140.02%0.08%0.32%Q3 2014Q3 202335
CABOT WEALTH MANAGEMENT INC 35350.03%0.40%0.96%Q2 2013Q4 202135
MACROVIEW INVESTMENT MANAGEMENT LLC 35350.01%0.32%1.94%Q1 2015Q3 202335
Swan Global Investments, LLC 35350.02%1.04%2.06%Q1 2015Q3 202335
REILLY FINANCIAL ADVISORS, LLC 35350.01%0.02%0.07%Q2 2013Q4 202135
Hillsdale Investment Management Inc. 2690.00%0.00%0.00%Q2 2013Q1 202235
First Washington CORP 35350.05%0.38%1.13%Q2 2013Q4 202135
ORRSTOWN FINANCIAL SERVICES INC 35350.09%0.44%1.29%Q3 2013Q1 202235
Fisher Asset Management, LLC 2690.00%0.02%0.49%Q2 2013Q3 202335
FIRST MIDWEST BANK TRUST DIVISION 35350.31%1.19%2.00%Q2 2013Q4 202135
EVERGREEN CAPITAL MANAGEMENT LLC 35350.03%0.07%0.14%Q1 2015Q3 202335
Traynor Capital Management, Inc. 21140.03%0.49%1.38%Q4 2014Q3 202335
FFT WEALTH MANAGEMENT LLC 32320.08%3.67%7.05%Q4 2015Q3 202335
Roble, Belko & Company, Inc 35350.45%0.99%2.04%Q1 2015Q3 202335
ROPES WEALTH ADVISORS LLC 35350.84%2.94%9.75%Q1 2015Q3 202335
Pointe Capital Management LLC 35350.19%0.56%1.01%Q1 2015Q3 202335
Emery Howard Portfolio Management, Inc. 35351.21%1.74%2.37%Q2 2013Q4 202135
Bray Capital Advisors 3050.42%2.48%5.30%Q4 2014Q3 202335
Ironwood Financial, llc 3140.79%4.00%10.86%Q4 2014Q3 202335
GUARDIAN CAPITAL ADVISORS LP 34340.04%0.07%0.13%Q2 2013Q3 202134
Harbour Capital Advisors, LLC 2130.36%1.35%2.99%Q1 2013Q4 202334
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 34340.40%2.57%4.19%Q2 2013Q3 202134
MISSION WEALTH MANAGEMENT, LP 34340.15%0.73%2.10%Q2 2015Q3 202334
SALEM INVESTMENT COUNSELORS INC 18160.02%0.17%0.44%Q2 2013Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.06%0.43%1.83%Q2 2015Q3 202334
Alley Co LLC 34340.03%0.14%0.23%Q3 2013Q4 202134
Simplicity Solutions, LLC 3130.02%0.73%5.35%Q4 2014Q3 202334
HOWE & RUSLING INC 1320.00%0.02%0.24%Q2 2013Q3 202334
SECURITY NATIONAL TRUST CO 34341.14%2.75%3.90%Q2 2013Q3 202134
LGL PARTNERS, LLC 32321.43%5.52%10.54%Q4 2015Q3 202334
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 34340.02%0.29%0.78%Q2 2015Q3 202334
JAG CAPITAL MANAGEMENT, LLC 2620.04%0.48%1.15%Q3 2013Q3 202334
Granite Investment Advisors, LLC 34340.12%0.28%0.55%Q2 2013Q3 202134
BINGHAM OSBORN & SCARBOROUGH LLC 34340.93%1.74%3.30%Q2 2013Q3 202134
CAMBIAR INVESTORS LLC 2910.03%1.03%8.43%Q4 2013Q3 202334
FIRST BUSINESS FINANCIAL SERVICES, INC. 2710.02%8.83%15.98%Q2 2013Q3 202334
Calamos Wealth Management LLC 34340.05%0.76%1.72%Q2 2015Q3 202334
ELM ADVISORS, LLC 34340.53%0.82%1.24%Q4 2013Q1 202234
ARCADIA INVESTMENT MANAGEMENT CORP/MI 34340.07%0.39%0.92%Q2 2015Q3 202334
Altavista Wealth Management, Inc. 2860.05%0.21%0.36%Q2 2013Q4 202134
Bank OZK 34340.08%0.82%1.27%Q2 2015Q3 202334
Arete Wealth Advisors, LLC 3130.06%0.61%4.70%Q1 2015Q3 202334
ROTHSCHILD INVESTMENT LLC /IL 34340.14%0.31%0.69%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.20%0.28%0.46%Q2 2015Q3 202334
Legacy Private Trust Co. 2760.02%0.13%0.47%Q4 2013Q3 202233
GM Advisory Group, LLC 1460.02%0.78%7.35%Q4 2014Q3 202333
ACG Wealth 2610.03%0.17%0.34%Q2 2013Q3 202233
BEESE FULMER INVESTMENT MANAGEMENT, INC. 33330.05%0.08%0.12%Q3 2015Q3 202333
ANCHOR CAPITAL ADVISORS LLC 3210.01%0.04%0.07%Q4 2014Q3 202333
Compagnie Lombard Odier SCmA 33330.01%0.02%0.06%Q4 2014Q4 202233
VAUGHAN DAVID INVESTMENTS LLC/IL 33330.19%0.27%0.48%Q2 2013Q2 202133
TIEDEMANN ADVISORS, LLC 2750.01%1.80%15.04%Q2 2015Q3 202333
Nuveen Asset Management, LLC 2110.00%0.10%0.88%Q2 2013Q3 202333
Bison Wealth, LLC 3120.02%0.17%0.37%Q4 2014Q3 202333
EVERMAY WEALTH MANAGEMENT LLC 2120.02%0.18%0.82%Q1 2014Q3 202333
GW HENSSLER & ASSOCIATES LTD 33330.01%3.29%6.07%Q2 2013Q2 202133
Homrich & Berg 33330.03%0.17%0.51%Q3 2013Q3 202133
Freestone Capital Holdings, LLC 33330.00%0.34%1.01%Q3 2015Q3 202333
MML INVESTORS SERVICES, LLC 2670.23%1.22%5.26%Q2 2015Q3 202333
FC Advisory LLC 2440.09%0.16%0.21%Q1 2015Q4 202333
BADGLEY PHELPS & BELL INC 33334.77%5.87%7.37%Q2 2013Q2 202133
IFP Advisors, Inc 17140.00%0.39%0.96%Q4 2015Q3 202332
Grove Bank & Trust 32320.13%1.21%2.93%Q4 2015Q3 202332
WHALEROCK POINT PARTNERS, LLC 2610.15%0.41%1.03%Q2 2014Q3 202332
MIDDLETON & CO INC/MA 2320.04%0.17%0.35%Q2 2013Q3 202232
Koshinski Asset Management, Inc. 1720.05%0.12%0.19%Q4 2014Q3 202332
Relative Value Partners Group, LLC 2840.03%0.11%0.23%Q2 2015Q3 202332
GRIMES & COMPANY, INC. 32320.12%0.70%1.68%Q4 2015Q3 202332
Moisand Fitzgerald Tamayo, LLC 32320.12%0.35%0.73%Q4 2015Q3 202332
VOYA INVESTMENT MANAGEMENT LLC 3110.00%0.05%0.14%Q2 2013Q2 202132
FIRST MERCHANTS CORP 3010.02%0.06%0.18%Q3 2014Q3 202332
Brouwer & Janachowski, LLC 32320.05%0.13%0.30%Q4 2013Q3 202132
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 32320.09%0.46%1.23%Q4 2015Q3 202332
Cetera Investment Advisers 32320.07%0.40%1.24%Q4 2015Q3 202332
Regent Investment Management LLC 2660.05%0.14%0.38%Q3 2013Q1 202232
CITIZENS FINANCIAL GROUP INC/RI 32321.42%2.72%4.40%Q4 2015Q3 202332
Reynders McVeigh Capital Management, LLC 3020.01%0.11%0.24%Q2 2013Q2 202132
Alpha Omega Wealth Management LLC 32320.06%0.10%0.17%Q4 2015Q3 202332
FIRST INTERSTATE BANK 22100.28%0.53%1.01%Q3 2015Q3 202332
FORTE CAPITAL LLC /ADV 3110.04%1.14%2.61%Q3 2014Q1 202332
Essex Financial Services, Inc. 1710.04%0.10%0.41%Q2 2013Q3 202332
Domani Wealth, LLC 32320.18%2.97%9.70%Q2 2015Q1 202332
Crestone Asset Management LLC 32322.04%5.63%9.98%Q4 2015Q3 202332
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 32320.13%1.89%3.81%Q4 2015Q3 202332
Bristlecone Advisors, LLC 32320.65%1.56%3.57%Q4 2015Q3 202332
NIXON PEABODY TRUST CO 32320.28%2.08%4.28%Q4 2015Q3 202332
Armbruster Capital Management, Inc. 32320.12%0.36%1.16%Q4 2015Q3 202332
DIXON HUBARD FEINOUR & BROWN INC/VA 32320.05%0.12%0.17%Q2 2013Q1 202132
Anchor Investment Management, LLC 32320.06%0.11%0.17%Q1 2016Q4 202332
Litman Gregory Wealth Management LLC 2910.01%1.87%4.31%Q2 2014Q3 202332
Krilogy Financial LLC 3110.03%0.16%0.46%Q3 2015Q3 202332
UMB Bank, n.a. 32320.21%1.33%3.08%Q4 2015Q3 202332
EARNEST PARTNERS LLC 32320.01%0.15%2.69%Q4 2015Q3 202332
NICOLET BANKSHARES INC 32321.03%2.33%4.31%Q4 2015Q3 202332
PEOPLES BANK /OH 32320.29%0.69%2.93%Q4 2015Q3 202332
Colorado Capital Management, Inc. 32320.31%0.66%1.02%Q4 2015Q3 202332
PACIFIC FINANCIAL GROUP INC 2010.04%0.27%0.68%Q2 2013Q3 202332
CAHILL FINANCIAL ADVISORS INC 32320.24%0.36%0.68%Q4 2015Q3 202332
BBVA USA Bancshares, Inc. 32321.35%2.18%3.20%Q2 2013Q1 202132
WESTWOOD HOLDINGS GROUP INC 32320.00%0.02%0.18%Q4 2015Q3 202332
Diversified Trust Co 2930.23%0.40%0.73%Q2 2013Q4 202332
Paradigm Financial Advisors, LLC 32320.06%0.21%0.34%Q1 2014Q4 202132
St. Louis Trust Co 32321.14%2.28%3.83%Q4 2015Q3 202332
Partnervest Advisory Services LLC 30300.00%1.94%3.29%Q2 2013Q3 202031
Simmons Bank 31310.73%1.42%2.31%Q1 2016Q3 202331
Transamerica Financial Advisors, Inc. 2310.00%0.04%0.39%Q2 2013Q3 202331
DT Investment Partners, LLC 1610.04%1.06%3.22%Q3 2013Q3 202331
Frontier Wealth Management LLC 31310.01%0.20%0.50%Q4 2014Q2 202231
Kingsview Wealth Management, LLC 1960.00%0.11%0.27%Q2 2017Q3 202331
NORRIS PERNE & FRENCH LLP/MI 31310.05%0.10%0.18%Q1 2014Q3 202131
Round Table Services, LLC 1660.09%0.21%0.32%Q2 2013Q3 202231
Intercontinental Wealth Advisors, LLC 31310.24%0.93%1.71%Q4 2015Q2 202331
Truvvo Partners LLC 1910.05%3.61%15.62%Q2 2016Q3 202231
Adams Asset Advisors, LLC 1760.13%0.18%0.30%Q2 2013Q2 202131
Geneos Wealth Management Inc. 31310.24%0.42%0.79%Q1 2016Q3 202331
Asset Dedication, LLC 2650.04%0.12%0.45%Q4 2015Q3 202331
Sutton Wealth Advisors Inc. 31310.00%0.02%0.11%Q1 2016Q3 202331
FIRST AMERICAN TRUST, FSB 1210.03%0.08%0.14%Q2 2013Q1 202231
PEDDOCK CAPITAL ADVISORS, LLC 1110.01%0.28%1.50%Q4 2013Q1 202331
FOSTER & MOTLEY INC 20110.07%0.32%1.05%Q4 2013Q3 202331
YALE UNIVERSITY 1460.08%22.68%97.05%Q2 2013Q1 202231
ST GERMAIN D J CO INC 2830.00%0.05%0.09%Q1 2016Q4 202331
Kovitz Investment Group Partners, LLC 31310.01%0.04%0.07%Q1 2016Q3 202331
FLPUTNAM INVESTMENT MANAGEMENT CO 2520.03%0.17%0.47%Q3 2013Q3 202331
Corrigan Financial, Inc. 31310.10%0.27%0.48%Q4 2015Q2 202331
INVERNESS COUNSEL LLC /NY/ 2740.01%0.03%0.06%Q2 2013Q3 202231
Harel Insurance Investments & Financial Services Ltd. 31310.00%0.05%0.30%Q1 2016Q3 202331
SG Americas Securities, LLC 1010.00%0.40%2.53%Q2 2013Q3 202330
BUTENSKY & COHEN FINANCIAL SECURITY, INC 30300.09%0.24%0.40%Q4 2014Q1 202230
Stearns Financial Services Group 30300.16%0.91%4.95%Q2 2013Q3 202030
Squarepoint Ops LLC 610.00%0.17%0.77%Q1 2017Q3 202330
Forest Hill Capital, LLC 30300.05%0.14%0.26%Q2 2013Q3 202030
SWISS RE LTD 30300.35%7.11%28.52%Q3 2014Q4 202130
State of Tennessee, Treasury Department 1760.00%0.20%1.40%Q1 2015Q3 202330
LifePlan Financial Group, Inc 30300.30%0.56%0.84%Q2 2013Q3 202030
Horan Capital Advisors, LLC. 2910.14%0.21%0.36%Q4 2015Q3 202330
FCG ADVISORS, LLC 30300.42%2.95%10.00%Q2 2013Q3 202030
Modera Wealth Management, LLC 2510.07%1.19%4.94%Q4 2014Q3 202330
EXANE DERIVATIVES 30300.00%0.00%0.02%Q1 2015Q2 202230
Nicholas Hoffman & Company, LLC. 30300.06%0.53%1.12%Q2 2016Q3 202330
SUNFLOWER BANK, NA WEALTH MANAGEMENT 30300.43%1.04%2.52%Q2 2013Q3 202030
Occidental Asset Management, LLC 30300.08%0.18%0.78%Q2 2016Q3 202330
First Allied Advisory Services, Inc. 30300.06%0.44%1.23%Q2 2013Q3 202030
TWIN FOCUS CAPITAL PARTNERS, LLC 1410.04%1.08%6.19%Q2 2013Q2 202330
EXENCIAL WEALTH ADVISORS, LLC 2110.02%0.28%0.83%Q1 2013Q3 202330
MARSHALL WACE, LLP 1010.00%0.05%0.22%Q2 2016Q2 202330
Wealthcare Advisory Partners LLC 30300.02%0.35%1.83%Q2 2016Q3 202330
AMERICAN CENTURY COMPANIES INC 2620.00%0.02%0.05%Q2 2013Q1 202130
ALPHA WINDWARD LLC 30301.37%4.61%6.39%Q2 2013Q3 202030
CHEMUNG CANAL TRUST CO 30300.25%0.91%2.59%Q3 2016Q4 202330
Perella Weinberg Partners Capital Management LP 1211.32%5.48%18.91%Q2 2013Q4 202230
DELTA ASSET MANAGEMENT LLC/TN 15150.00%0.01%0.01%Q2 2013Q4 202130
Filament LLC 30301.66%3.03%4.76%Q2 2013Q3 202030
KINGS POINT CAPITAL MANAGEMENT 30300.03%0.19%0.48%Q4 2014Q1 202230
ETRADE Capital Management LLC 30300.10%0.19%0.27%Q2 2013Q3 202030
NEXT Financial Group, Inc 30300.08%0.29%0.77%Q3 2014Q4 202130
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 30300.15%0.33%0.47%Q3 2013Q4 202030
HOWARD HUGHES MEDICAL INSTITUTE 2360.05%4.63%23.44%Q2 2013Q1 202329
InterOcean Capital, LLC 29290.03%0.18%0.55%Q2 2013Q2 202029
Winslow, Evans & Crocker, Inc. 29290.02%0.06%0.13%Q4 2013Q4 202029
Autus Asset Management, LLC 29290.05%0.07%0.09%Q4 2015Q4 202229
AMERICAN NATIONAL BANK 16130.00%2.33%8.42%Q2 2015Q3 202329
NewEdge Advisors, LLC 2810.08%0.18%0.38%Q1 2015Q3 202329
Leith Wheeler Investment Counsel Ltd. 2010.07%0.43%2.07%Q4 2015Q4 202329
Arvest Bank Trust Division 29295.76%9.22%11.80%Q3 2014Q3 202129
First Personal Financial Services 2450.00%0.09%0.33%Q4 2014Q3 202329
Nexus Investment Management ULC 2540.14%0.20%0.25%Q1 2016Q3 202329
Crescent Grove Advisors, LLC 26260.00%0.70%1.13%Q2 2017Q3 202329
Sunbelt Securities, Inc. 2410.09%0.27%0.63%Q4 2014Q3 202329
FIDUCIARY TRUST INTERNATIONAL LLC 29290.19%1.59%4.64%Q2 2013Q2 202029
Cornerstone Wealth Management, LLC 2510.04%0.22%0.93%Q1 2016Q3 202329
Barnett & Company, Inc. 2450.01%0.03%0.25%Q2 2013Q4 202129
Laurel Wealth Advisors, Inc. 29290.05%0.28%0.48%Q4 2015Q4 202229
Strategic Wealth Partners Group, LLC 2090.30%3.43%7.32%Q2 2016Q3 202329
Verition Fund Management LLC 910.01%0.08%0.66%Q2 2016Q2 202329
Cribstone Capital Management, LLC 29290.02%1.99%4.35%Q4 2015Q4 202229
Rafferty Asset Management, LLC 19100.04%0.39%2.36%Q2 2013Q3 202029
PARTHENON LLC 29290.03%0.12%0.19%Q4 2014Q4 202129
CONCENTRIC WEALTH MANAGEMENT, LLC 28281.02%2.97%5.07%Q4 2016Q3 202328
OXFORD FINANCIAL GROUP, LTD. LLC 28280.20%0.83%1.80%Q4 2016Q3 202328
Norway Savings Bank 28280.21%0.32%0.41%Q4 2016Q3 202328
Capital Investment Advisory Services, LLC 28280.08%1.11%2.82%Q4 2016Q3 202328
BOYS ARNOLD & CO INC 28281.24%1.83%2.22%Q2 2013Q1 202028
KING LUTHER CAPITAL MANAGEMENT CORP 1420.00%0.01%0.04%Q2 2013Q3 202328
Moloney Securities Asset Management, LLC 28280.10%0.21%0.33%Q4 2016Q3 202328
Fusion Family Wealth LLC 28280.12%0.21%0.71%Q4 2016Q3 202328
Dynamic Advisor Solutions LLC 2330.00%0.15%0.63%Q1 2016Q3 202328
IBERIABANK CORP 28280.14%1.15%2.98%Q3 2013Q2 202028
DIMENSION CAPITAL MANAGEMENT LLC 28280.28%3.03%7.50%Q4 2016Q3 202328
Sensible Financial Planning & Management, LLC. 2020.02%0.12%0.23%Q3 2014Q3 202228
Bridgeworth, LLC 28280.04%0.56%1.35%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.05%0.09%0.18%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.22%0.57%1.15%Q4 2016Q3 202328
CADENCE BANK NA 2080.47%0.96%1.51%Q2 2013Q2 202228
Ullmann Wealth Partners Group, LLC 28280.12%0.71%2.56%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.08%0.26%0.63%Q4 2016Q3 202328
Sterling Investment Advisors, Ltd. 28280.07%0.16%0.33%Q4 2016Q3 202328
TCTC Holdings, LLC 1420.08%0.23%0.36%Q2 2013Q3 202328
J.P. Marvel Investment Advisors, LLC 1120.05%0.08%0.10%Q4 2015Q3 202328
Alaska Permanent Capital Management 1170.04%3.56%8.29%Q2 2013Q2 202128
Elgethun Capital Management 28280.19%0.35%0.56%Q4 2016Q3 202328
Affiance Financial, LLC 28280.60%0.98%1.54%Q4 2016Q3 202328
QCI ASSET MANAGEMENT INC/NY 28280.01%0.10%2.37%Q2 2013Q1 202028
Ironwood Investment Counsel, LLC 1220.08%0.14%0.24%Q2 2013Q3 202328
Willow Creek Wealth Management Inc. 1420.04%0.20%0.67%Q4 2014Q3 202328
Sargent Bickham Lagudis LLC 28280.20%1.34%2.91%Q1 2016Q4 202228
WEST PACES ADVISORS INC. 28280.04%0.10%0.24%Q4 2016Q3 202328
Mercer Capital Advisers, Inc. 28280.06%0.08%0.10%Q4 2014Q3 202128
Marietta Wealth Management, LLC 28280.14%1.02%4.20%Q4 2016Q3 202328
APPLETON PARTNERS INC/MA 28280.16%0.35%0.66%Q1 2017Q4 202328
Brookstone Capital Management 2620.01%0.17%0.95%Q2 2015Q3 202328
Meridian Wealth Management, LLC 28280.08%0.31%0.72%Q4 2016Q3 202328
Pflug Koory, LLC 28280.01%0.01%0.01%Q4 2016Q3 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.01%0.04%0.56%Q4 2016Q3 202328
Bryn Mawr Capital Management, LLC 28280.11%0.80%3.01%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.29%0.71%Q4 2016Q3 202328
Avantax Planning Partners, Inc. 28280.02%0.08%0.16%Q4 2016Q3 202328
D. SCOTT NEAL, INC. 2620.23%2.92%10.78%Q4 2013Q3 202328
Abbrea Capital, LLC 28280.33%0.83%1.56%Q4 2016Q3 202328
Probity Advisors, Inc. 1820.51%0.92%1.71%Q2 2016Q3 202328
JANICZEK WEALTH MANAGEMENT, LLC 28280.06%0.48%2.04%Q4 2016Q3 202328
FIRST MERCANTILE TRUST CO 2620.64%1.07%1.67%Q2 2013Q2 202028
Ashfield Capital Partners, LLC 28280.02%0.23%0.41%Q4 2015Q3 202228
ClariVest Asset Management LLC 2320.00%0.08%0.33%Q1 2014Q3 202328
BB&T SECURITIES, LLC 26260.01%0.30%0.58%Q2 2013Q3 201928
JOYN Advisors, Inc. 28280.66%6.51%22.70%Q2 2013Q1 202028
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.01%0.08%0.27%Q4 2016Q3 202328
Armor Investment Advisors, LLC 28280.09%0.12%0.14%Q4 2016Q3 202328
EASTERN BANK 2530.01%0.03%0.06%Q2 2013Q4 202128
AUA CAPITAL MANAGEMENT, LLC 28284.68%7.77%11.64%Q4 2016Q3 202328
O'Dell Group, LLC 28280.20%0.67%1.22%Q4 2016Q3 202328
Vantage Financial Partners Ltd., Inc. 28286.46%9.82%11.88%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.22%0.81%2.27%Q4 2016Q3 202328
SOL Capital Management CO 28280.06%0.14%0.70%Q4 2016Q3 202328
Highland Private Wealth Management 28280.43%3.22%9.75%Q4 2015Q3 202228
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 28280.65%0.95%1.45%Q4 2016Q3 202328
WP Advisors, LLC 28280.14%0.28%0.46%Q4 2016Q3 202328
Jolley Asset Management, LLC 2520.32%0.68%1.15%Q2 2013Q1 202027
NorthRock Partners, LLC 17100.02%0.48%2.43%Q4 2016Q3 202327
CIBC BANK USA 27273.22%10.59%19.07%Q2 2013Q4 201927
Investure, LLC 2521.58%17.67%38.31%Q2 2013Q1 202027
M&R CAPITAL MANAGEMENT INC 27270.07%0.12%0.17%Q2 2017Q4 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.15%0.37%0.77%Q1 2017Q3 202327
Beaumont Financial Partners, LLC 2410.01%0.16%1.71%Q2 2013Q3 202227
Legal & General Group Plc 27270.00%0.00%0.01%Q1 2017Q3 202327
Confluence Wealth Management LLC 27273.05%4.94%6.77%Q1 2014Q3 202027
Cordasco Financial Network 27270.01%0.57%0.73%Q4 2015Q2 202227
Heritage Trust Co 27270.06%0.13%0.20%Q1 2017Q3 202327
Conservest Capital Advisors, Inc. 27270.03%0.08%0.12%Q1 2017Q3 202327
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 27271.62%2.59%6.99%Q2 2013Q4 201927
Keeley-Teton Advisors, LLC 27270.05%0.18%0.25%Q1 2017Q3 202327
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 27270.18%0.23%0.27%Q1 2017Q3 202327
Pacific Center for Financial Services 2430.00%0.03%0.06%Q4 2016Q3 202327
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 2110.01%0.04%0.27%Q3 2011Q1 202327
Lee Financial Co 17100.00%0.02%0.07%Q4 2016Q3 202327
AE Wealth Management LLC 27270.02%0.07%0.38%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.14%0.26%0.44%Q2 2013Q4 201927
FIRST NATIONAL BANK SIOUX FALLS 1430.13%0.45%0.89%Q2 2013Q4 202127
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 27270.02%0.21%0.40%Q1 2017Q3 202327
SIMON QUICK ADVISORS, LLC 2340.00%0.54%6.50%Q4 2016Q3 202327
MERIDIAN INVESTMENT COUNSEL INC. 27270.12%0.21%0.27%Q1 2017Q3 202327
UBS ASSET MANAGEMENT AMERICAS INC 27270.00%0.02%0.04%Q2 2013Q4 201927
First Heartland Consultants, Inc. 2310.06%0.91%3.72%Q2 2013Q3 202327
Steward Partners Investment Advisory, LLC 27270.20%0.44%1.14%Q1 2017Q3 202327
Lafayette Investments 27270.07%0.10%0.13%Q2 2013Q4 201927
Addenda Capital Inc. 27270.14%0.19%0.28%Q2 2013Q4 201927
LCNB CORP 2160.30%0.48%0.75%Q4 2016Q3 202327
Pictet North America Advisors SA 27270.08%1.74%5.84%Q4 2013Q2 202027
Global Retirement Partners, LLC 2070.08%1.32%6.09%Q4 2016Q3 202327
Aptus Capital Advisors, LLC 17170.00%0.69%5.69%Q3 2019Q3 202327
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 27270.61%2.60%8.59%Q2 2013Q4 201927
Whitnell & Co. 27270.80%1.48%2.50%Q2 2013Q4 201927
Private Wealth Advisors, Inc. 27270.32%3.29%5.58%Q2 2013Q4 201927
RWA WEALTH PARTNERS, LLC 27270.02%0.28%0.77%Q1 2017Q3 202327
First National Bank of Hutchinson 16100.12%0.28%0.42%Q2 2013Q1 202226
SOUTH TEXAS MONEY MANAGEMENT LTD 26260.02%0.06%0.10%Q2 2013Q3 201926
REDW Wealth LLC 1440.07%0.16%0.41%Q4 2016Q3 202326
BOSTON ADVISORS LLC 26260.04%0.14%0.32%Q2 2013Q3 201926
Connecticut Wealth Management, LLC 16100.06%0.18%0.36%Q4 2016Q3 202326
OneDigital Investment Advisors LLC 26260.03%0.17%0.56%Q2 2017Q3 202326
First Command Bank 26260.01%0.32%0.63%Q4 2016Q1 202326
First Command Financial Services, Inc. 26260.01%0.27%0.63%Q4 2016Q1 202326
SignalPoint Asset Management, LLC 2510.01%0.13%0.22%Q4 2016Q3 202326
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 26260.34%3.63%7.14%Q2 2013Q3 201926
Cassaday & Co Inc. 14120.00%0.05%0.56%Q4 2014Q4 202126
Paracle Advisors, LLC 1970.12%0.38%0.94%Q3 2014Q1 202126
FARR MILLER & WASHINGTON LLC/DC 1340.08%0.14%0.25%Q4 2014Q3 202126
Bruderman Asset Management, LLC 2420.02%0.69%1.19%Q2 2015Q4 202126
Cerity Partners LLC 2510.20%1.23%4.07%Q1 2017Q3 202326
AMP Capital Investors Ltd 1880.01%0.02%0.05%Q2 2013Q4 201926
TWO SIGMA INVESTMENTS, LP 720.00%0.01%0.02%Q3 2013Q2 202126
WINTRUST INVESTMENTS LLC 1120.00%0.18%0.66%Q2 2016Q3 202326
Stockman Wealth Management, Inc. 2510.09%0.24%0.45%Q1 2017Q3 202326
LeJeune Puetz Investment Counsel LLC 26260.27%0.39%0.57%Q4 2016Q1 202326
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.08%0.18%0.33%Q2 2013Q3 201926
MADISON INVESTMENT HOLDINGS INC 26260.00%0.09%0.51%Q2 2013Q3 201926
BANK OF STOCKTON 2420.13%1.34%3.94%Q2 2014Q3 202326
AXA S.A. 26260.00%0.14%0.44%Q2 2013Q3 201926
Horrell Capital Management, Inc. 1790.00%0.00%0.01%Q2 2013Q3 202326
PEAVINE CAPITAL, LLC 26266.96%18.06%24.01%Q4 2013Q1 202026
PERRITT CAPITAL MANAGEMENT INC 2150.23%2.15%6.07%Q1 2015Q3 202326
JAMES INVESTMENT RESEARCH INC 26260.00%0.06%0.33%Q2 2017Q3 202326
Rinet Co LLC 26261.08%2.57%5.46%Q2 2015Q3 202126
Blankinship & Foster, LLC 1910.12%2.29%4.68%Q4 2016Q3 202326
Providence First Trust Co 26261.84%2.22%2.93%Q2 2017Q3 202326
MPS Loria Financial Planners, LLC 26260.80%1.88%10.26%Q2 2017Q3 202326
Baltimore-Washington Financial Advisors, Inc. 930.04%0.52%1.98%Q4 2013Q3 202326
Fiduciary Group LLC 1790.05%0.07%0.09%Q2 2015Q3 202326
Aveo Capital Partners, LLC 1410.46%1.41%3.02%Q4 2016Q3 202326
Ausdal Financial Partners, Inc. 1730.03%0.23%0.70%Q4 2015Q3 202326
Hefren-Tillotson, Inc. 14120.10%2.47%8.24%Q3 2015Q1 202226
Institute for Wealth Management, LLC. 1810.04%0.76%4.09%Q2 2013Q2 202326
Baystate Wealth Management LLC 2310.00%0.09%0.18%Q2 2013Q3 202326
Vivaldi Capital Management LP 2420.00%1.11%2.98%Q1 2017Q3 202326
Garner Asset Management Corp 14110.13%0.19%0.25%Q2 2017Q3 202325
Aldebaran Financial Inc. 25250.27%1.10%1.92%Q4 2013Q4 201925
Valeo Financial Advisors, LLC 25251.13%1.78%2.28%Q3 2017Q3 202325
CAHABA WEALTH MANAGEMENT, INC. 25250.12%0.31%0.79%Q3 2017Q3 202325
CARRET ASSET MANAGEMENT, LLC 2120.03%0.04%0.05%Q2 2014Q1 202225
Csenge Advisory Group 25250.16%0.59%1.09%Q3 2017Q3 202325
BDO Wealth Advisors, LLC 25250.96%1.88%4.89%Q2 2017Q2 202325
TIAA, FSB 25250.05%0.91%3.68%Q2 2017Q2 202325
COBIZ WEALTH, LLC 25250.20%0.43%0.79%Q2 2013Q2 201925
WILLIAMS JONES & ASSOCIATES LLC 25250.02%0.06%0.10%Q2 2013Q2 201925
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 1070.72%2.27%6.72%Q1 2015Q3 202325
Radnor Capital Management, LLC 1910.20%0.30%0.38%Q4 2016Q3 202325
Good Life Advisors, LLC 2320.03%0.27%0.83%Q4 2016Q3 202325
Voya Financial Advisors, Inc. 25250.03%1.19%3.15%Q1 2015Q1 202125
Lourd Capital, LLC 25250.07%0.23%0.42%Q2 2013Q2 201925
Greenwich Wealth Management LLC 2230.03%0.06%0.10%Q2 2013Q3 202325
WEALTHSOURCE PARTNERS, LLC 1230.02%0.17%0.51%Q1 2016Q2 202325
Mosaic Family Wealth, LLC 25250.93%2.21%6.30%Q4 2015Q4 202125
FIRST UNITED BANK & TRUST 25250.26%1.10%2.15%Q4 2013Q4 201925
PARK AVENUE SECURITIES LLC 1410.06%3.85%12.90%Q4 2014Q3 202325
SNOW CAPITAL MANAGEMENT LP 25250.01%0.06%0.13%Q2 2015Q2 202125
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 2011.52%2.90%9.64%Q1 2014Q3 202325
Northeast Financial Consultants Inc 25250.03%0.09%0.30%Q3 2017Q3 202325
LODESTAR INVESTMENT COUNSEL LLC/IL 25250.16%0.29%0.63%Q2 2013Q2 201925
Laird Norton Wetherby Wealth Management, LLC 25250.23%0.37%0.80%Q3 2017Q3 202325
MARINER INDEPENDENT ADVISOR NETWORK, LLC 810.03%0.29%0.76%Q2 2014Q3 202225
QS Investors, LLC 2230.06%0.96%1.61%Q3 2014Q2 202125
STEPHENS INC /AR/ 2230.10%0.60%2.05%Q2 2013Q3 202325
Vista Private Wealth Partners. LLC 2130.85%1.59%2.57%Q3 2017Q3 202324
Itau Unibanco Holding S.A. 1220.01%1.11%4.55%Q2 2016Q2 202324
FLOW TRADERS U.S. LLC 710.22%9.09%33.76%Q2 2013Q3 202324
Gradient Capital Advisors, LLC 24240.15%0.26%0.48%Q4 2017Q3 202324
Personal Capital Advisors Corp 2130.01%0.01%0.04%Q3 2014Q4 202224
BerganKDV Wealth Management, LLC 24240.01%0.06%0.44%Q3 2017Q2 202324
UNITED BANK 24240.06%0.17%0.27%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.03%0.22%0.52%Q4 2017Q3 202324
HoyleCohen, LLC 24240.05%0.12%0.27%Q4 2017Q3 202324
BAINCO INTERNATIONAL INVESTORS 24240.03%0.06%0.10%Q1 2013Q4 201824
Well Done, LLC 24240.10%0.28%1.30%Q4 2017Q3 202324
Abacus Planning Group, Inc. 24240.45%1.25%2.54%Q4 2017Q3 202324
Strategic Global Advisors, LLC 24240.52%4.27%9.97%Q1 2015Q4 202024
Cornerstone Advisory, LLC 2310.02%1.40%3.52%Q4 2015Q4 202124
CYPRESS CAPITAL MANAGEMENT LLC 24240.08%0.10%0.14%Q4 2016Q3 202224
Intellectus Partners, LLC 1420.00%0.21%0.47%Q4 2016Q2 202324
Palisade Asset Management, LLC 24240.18%0.35%0.60%Q4 2017Q3 202324
Wells Trecaso Financial Group, LLC 24240.33%0.50%0.74%Q4 2017Q3 202324
LOOMIS SAYLES & CO L P 23230.01%0.02%0.18%Q2 2013Q4 201824
Integrated Wealth Concepts LLC 24240.04%0.21%0.78%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.14%0.28%0.57%Q4 2017Q3 202324
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.12%0.28%0.68%Q2 2013Q1 201924
Mutual Advisors, LLC 24240.05%0.20%0.52%Q4 2017Q3 202324
INR ADVISORY SERVICES LLC 24240.00%0.06%0.19%Q2 2013Q1 201924
Rossmore Private Capital 24240.09%0.42%2.22%Q4 2017Q3 202324
CNB Bank 24240.02%0.12%0.40%Q4 2017Q3 202324
Paulson Wealth Management Inc. 24244.76%9.11%10.94%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.05%1.56%5.48%Q4 2017Q3 202324
NVWM, LLC 24240.00%0.33%1.62%Q4 2017Q3 202324
Sowell Financial Services LLC 1020.04%0.25%0.74%Q4 2016Q3 202324
Greenline Partners, LLC 24240.27%0.42%1.55%Q4 2017Q3 202324
Windsor Wealth Management, Inc. 24240.14%0.54%1.34%Q4 2017Q3 202324
FARMERS TRUST CO 24240.24%0.33%0.48%Q4 2017Q3 202324
Towerpoint Wealth, LLC 24240.52%0.90%1.48%Q4 2017Q3 202324
Winning Points Advisors, LLC 24241.82%6.05%8.09%Q4 2016Q3 202224
Wall Capital Group, Inc. 24240.02%5.78%7.10%Q1 2017Q4 202224
McIlrath & Eck, LLC 24240.17%0.50%1.12%Q4 2017Q3 202324
All Terrain Financial Advisors, LLC 24240.75%1.86%2.73%Q4 2017Q3 202324
Westside Investment Management, Inc. 1510.00%0.04%0.31%Q4 2016Q3 202324
C M BIDWELL & ASSOCIATES LTD 24240.00%0.01%0.01%Q4 2017Q3 202324
Acorn Wealth Advisors, LLC 24240.18%0.23%0.32%Q4 2017Q3 202324
Midwest Professional Planners, LTD. 24240.23%2.47%5.23%Q4 2017Q3 202324
Brickley Wealth Management 24242.41%3.36%5.31%Q4 2017Q3 202324
McCollum Christoferson Group LLC 24240.11%0.17%0.27%Q4 2017Q3 202324
Murphy, Middleton, Hinkle & Parker, Inc. 24243.06%3.44%3.81%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.01%0.07%0.25%Q4 2017Q3 202324
PRICE T ROWE ASSOCIATES INC /MD/ 2110.00%0.00%0.00%Q2 2013Q3 202324
Parisi Gray Wealth Management 24240.29%1.01%5.18%Q4 2017Q3 202324
Pinnacle Wealth Planning Services, Inc. 24240.66%1.86%6.77%Q4 2017Q3 202324
FOSTER DYKEMA CABOT & CO INC/MA 1610.01%0.11%0.51%Q3 2013Q3 202324
SimpliFi, Inc. 24240.44%1.62%9.12%Q4 2017Q3 202324
Prism Advisors, Inc. 24245.09%7.50%9.82%Q4 2017Q3 202324
Verdence Capital Advisors LLC 24240.28%1.88%4.04%Q4 2017Q3 202324
Burt Wealth Advisors 2040.01%0.12%0.31%Q4 2014Q4 202024
Private Wealth Group, LLC 24240.48%2.39%18.91%Q4 2017Q3 202324
Belpointe Asset Management LLC 1860.16%0.28%0.45%Q3 2017Q3 202324
Independence Bank of Kentucky 24240.28%1.58%2.72%Q4 2017Q3 202324
RETIREMENT INCOME SOLUTIONS, INC 24240.16%0.55%0.92%Q4 2017Q3 202324
Fluent Financial, LLC 24241.02%2.58%4.99%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.04%0.30%1.53%Q4 2017Q3 202324
Trellis Advisors, LLC 24240.56%1.00%1.51%Q4 2017Q3 202324
AT Bancorp 24240.20%0.83%2.62%Q2 2013Q1 201924
Front Row Advisors LLC 24240.07%0.11%0.18%Q4 2017Q3 202324
Gryphon Financial Partners LLC 24240.39%3.06%6.69%Q4 2017Q3 202324
LAKE STREET ADVISORS GROUP, LLC 24240.99%1.87%3.58%Q4 2017Q3 202324
Holistic Financial Partners 24240.60%1.32%2.63%Q4 2017Q3 202324
Stordahl Capital Management, Inc. 24240.28%0.58%0.80%Q4 2017Q3 202324
Bigelow Investment Advisors, LLC 24240.15%0.22%0.47%Q4 2017Q3 202324
WoodTrust Financial Corp 24247.02%9.69%11.36%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.06%0.08%0.14%Q4 2017Q3 202324
MainStreet Investment Advisors LLC 24244.61%7.90%11.38%Q4 2017Q3 202324
MACNEALY HOOVER INVESTMENT MANAGEMENT INC 24240.37%0.97%1.81%Q4 2013Q3 201924
Eldridge Investment Advisors, Inc. 24240.08%0.20%0.67%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.44%0.67%1.02%Q4 2017Q3 202324
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2040.00%0.02%0.21%Q3 2013Q3 202224
CHEMICAL BANK 24240.08%0.42%0.69%Q3 2013Q2 201924
WCM INVESTMENT MANAGEMENT, LLC 810.00%0.21%0.89%Q4 2013Q3 202324
COOPER/HAIMS ADVISORS, LLC 24240.18%0.64%2.18%Q4 2017Q3 202324
Penobscot Investment Management Company, Inc. 23230.18%0.35%0.78%Q1 2018Q3 202323
Private Wealth Advisors, LLC 20200.04%2.47%8.61%Q4 2018Q3 202323
ATALANTA SOSNOFF CAPITAL, LLC 1340.01%0.02%0.03%Q2 2013Q3 202323
Mount Yale Investment Advisors, LLC 23230.26%0.42%0.60%Q1 2018Q3 202323
Rockefeller Capital Management L.P. 23230.43%0.65%1.02%Q1 2018Q3 202323
Calamos Advisors LLC 1620.05%0.14%0.26%Q3 2017Q3 202323
MGO ONE SEVEN LLC 2120.07%0.40%0.73%Q4 2017Q3 202323
Bedel Financial Consulting, Inc. 23230.11%0.17%0.32%Q4 2017Q2 202323
Chesapeake Wealth Management 23232.03%2.34%2.77%Q1 2018Q3 202323
Aries Wealth Management 1760.79%1.35%1.87%Q4 2017Q3 202323
WealthShield Partners, LLC 1580.02%0.24%0.46%Q4 2017Q3 202323
Kovack Advisors, Inc. 1410.03%0.28%1.63%Q4 2012Q2 202323
Bridgewater Associates 23230.04%1.05%2.39%Q2 2017Q4 202223
CenterStar Asset Management, LLC 510.00%0.18%0.99%Q4 2017Q4 202223
Successful Portfolios LLC 23230.16%0.32%0.64%Q4 2017Q2 202323
Sage Capital Advisors,llc 12110.15%0.36%0.91%Q2 2017Q3 202323
Edelman Financial Services, LLC 23230.00%1.04%1.30%Q2 2013Q4 201823
Laurion Capital Management LP 410.10%1.04%3.45%Q2 2013Q3 202223
COMERICA SECURITIES INC 23231.50%3.09%4.65%Q2 2013Q4 201823
CALTON & ASSOCIATES, INC. 23230.13%3.77%9.49%Q4 2017Q2 202323
AVIANCE CAPITAL MANAGEMENT, LLC 1580.03%0.31%0.94%Q2 2013Q1 201923
Patriot Financial Group Insurance Agency, LLC 23230.01%0.16%0.50%Q4 2016Q2 202223
Ironwood Wealth Management, LLC. 2210.24%0.43%0.98%Q3 2017Q3 202323
Vigilant Capital Management, LLC 1010.00%0.02%0.06%Q4 2013Q1 202323
Jacobi Capital Management LLC 2210.01%0.05%0.14%Q2 2016Q1 202223
Corient Capital Partners, LLC 23230.02%0.11%0.43%Q3 2016Q1 202223
HL FINANCIAL SERVICES LLC 1850.27%0.46%0.95%Q2 2013Q1 201923
Welch Group, LLC 2110.02%0.05%0.39%Q1 2015Q4 202223
Horan Securities, Inc. 810.00%0.09%0.42%Q3 2016Q3 202323
Berkeley Capital Partners, LLC 1410.10%0.19%0.35%Q4 2015Q3 202323
BTR CAPITAL MANAGEMENT INC 1420.04%0.13%0.29%Q1 2015Q3 202223
Schneider Downs Wealth Management Advisors, LP 23230.23%0.54%1.49%Q1 2018Q3 202323
Integrated Investment Consultants, LLC 1140.02%1.71%3.69%Q4 2015Q3 202323
WMS Partners, LLC 1010.02%0.05%0.11%Q2 2013Q3 202323
MV CAPITAL MANAGEMENT, INC. 2120.00%0.20%1.23%Q4 2014Q2 202223
Trust Co 2030.01%0.70%2.17%Q4 2016Q3 202323
BRINKER CAPITAL INC 2010.02%1.06%1.68%Q2 2013Q2 202023
GUARDIAN LIFE INSURANCE CO OF AMERICA 1031.51%5.13%14.69%Q4 2013Q4 201923
Quadrant Capital Management, LLC 23230.41%0.74%1.21%Q2 2014Q4 201923
Van Hulzen Asset Management, LLC 23230.05%0.23%0.50%Q4 2014Q2 202023
Plancorp, LLC 510.01%0.36%1.50%Q4 2013Q1 202223
BRIDGES INVESTMENT MANAGEMENT INC 13100.01%0.63%1.39%Q2 2013Q2 202123
Mirae Asset Global Investments Co., Ltd. 1910.00%0.08%0.31%Q4 2013Q1 202323
CX Institutional 22220.08%0.37%1.08%Q2 2018Q3 202322
CHARTWELL INVESTMENT PARTNERS, LLC 22220.03%0.07%0.34%Q2 2018Q3 202322
Fiduciary Trust Co International of Pennsylvania 1710.15%0.23%0.40%Q2 2013Q1 202022
CAPITAL ONE, NATIONAL ASSOCIATION 2110.41%1.93%2.59%Q2 2013Q4 201922
StoneX Group Inc. 1930.13%0.64%2.21%Q2 2017Q3 202322
ATLAS CAPITAL ADVISORS LLC 12100.00%0.01%0.04%Q1 2018Q3 202322
LOGAN CAPITAL MANAGEMENT INC 1210.01%0.03%0.18%Q4 2014Q3 202322
Biltmore Family Office, LLC 2020.10%0.71%1.95%Q4 2017Q3 202322
Balentine LLC 1210.00%0.01%0.04%Q1 2015Q3 202322
Sound Income Strategies, LLC 1930.00%0.00%0.02%Q4 2017Q3 202322
WEATHERLY ASSET MANAGEMENT L. P. 22220.06%0.10%0.19%Q2 2013Q3 201822
Apriem Advisors 1610.03%0.07%0.17%Q2 2013Q4 201922
Starfire Investment Advisers, Inc. 22220.57%0.79%1.14%Q1 2015Q2 202022
PUTNAM INVESTMENTS LLC 1010.00%0.01%0.04%Q3 2013Q1 202222
Capital Advisory Group Advisory Services, LLC 2110.23%0.44%0.71%Q1 2018Q3 202322
PFG Advisors 1750.03%0.14%0.36%Q4 2017Q3 202322
Taylor Hoffman Wealth Management 1840.17%0.26%0.40%Q4 2017Q3 202322
Regal Wealth Group, Inc. 22220.03%0.06%0.11%Q4 2015Q1 202122
AllSquare Wealth Management LLC 22220.01%0.02%0.06%Q2 2018Q3 202322
Strategic Wealth Partners, Ltd. 22220.05%0.62%3.07%Q4 2017Q1 202322
Camarda Financial Advisors, LLC 1520.00%0.84%4.95%Q2 2013Q3 202322
Schwab Charitable Fund 1930.03%0.12%0.32%Q1 2018Q3 202322
ASHFORD CAPITAL MANAGEMENT INC 22220.15%0.74%1.24%Q2 2013Q3 201822
Psagot Value Holdings Ltd. 2110.00%0.06%0.12%Q3 2013Q1 201922
LUCAS CAPITAL MANAGEMENT 22220.11%0.47%1.87%Q1 2013Q2 201822
V Wealth Advisors LLC 1020.05%0.13%0.50%Q2 2017Q3 202322
SHEPHERD KAPLAN KROCHUK, LLC 2110.06%0.14%0.30%Q2 2013Q2 202022
PRIVATE ASSET MANAGEMENT INC 22220.10%0.20%0.35%Q2 2018Q3 202322
MOODY LYNN & LIEBERSON, LLC 1610.03%0.33%1.50%Q3 2013Q3 202322
Snowden Capital Advisors LLC 810.01%0.10%0.27%Q2 2017Q3 202322
Lavaca Capital LLC 1430.03%2.85%13.61%Q4 2018Q3 202322
CENTAURUS FINANCIAL, INC. 1750.01%0.08%0.39%Q4 2017Q3 202322
Brand Asset Management Group, Inc. 22220.22%0.31%0.41%Q2 2018Q3 202322
Alpha Cubed Investments, LLC 2110.02%0.22%0.37%Q1 2015Q3 202122
GABLES CAPITAL MANAGEMENT INC. 22220.02%0.32%0.80%Q2 2018Q3 202322
Whitegate Investment Counselors, Inc. 2010.23%1.13%2.40%Q1 2014Q3 202322
RiverGlades Family Offices LLC 1441.39%4.06%7.22%Q4 2017Q3 202322
ADELL HARRIMAN & CARPENTER INC 22220.08%0.17%0.36%Q4 2013Q1 201922
USCA RIA LLC 22220.06%0.58%1.11%Q1 2016Q2 202122
Pathway Financial Advisors LLC 1480.91%2.26%5.78%Q4 2017Q3 202322
Cresset Asset Management, LLC 20200.06%1.05%2.42%Q4 2018Q3 202321
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1710.01%0.27%1.57%Q4 2014Q3 202321
TIAA CREF INVESTMENT MANAGEMENT LLC 21210.06%0.11%0.20%Q2 2013Q2 201821
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1010.00%0.01%0.06%Q3 2015Q3 202321
Bellecapital International Ltd. 21210.11%0.22%0.34%Q3 2018Q3 202321
B. Riley Wealth Management, Inc. 940.01%0.90%2.68%Q1 2014Q2 202221
BigSur Wealth Management LLC 21210.77%1.05%1.63%Q3 2018Q3 202321
Covenant Multifamily Offices, LLC 810.01%11.71%31.99%Q4 2013Q3 202121
Johanson Financial Advisors, Inc. 1340.06%0.30%0.68%Q4 2015Q4 202121
OLD MISSION CAPITAL LLC 310.20%5.32%15.73%Q4 2014Q4 202221
Venturi Wealth Management, LLC 1020.03%0.92%4.18%Q4 2015Q3 202321
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 21211.11%1.78%3.17%Q4 2017Q4 202221
Rain Capital Management, LLC 1740.01%2.16%3.61%Q4 2015Q3 202321
TEACHERS ADVISORS, LLC 21210.03%0.08%0.19%Q2 2013Q2 201821
Members Trust Co 1420.04%0.23%0.47%Q2 2016Q3 202321
Capstone Financial Advisors, Inc. 21210.31%0.91%1.59%Q4 2014Q4 201921
1607 Capital Partners, LLC 1410.02%0.90%3.00%Q2 2013Q2 202321
Leonetti & Associates, LLC 1380.64%2.23%5.84%Q2 2013Q4 201821
TCW GROUP INC 1650.00%0.01%0.01%Q2 2013Q3 202321
Financial Engines Advisors L.L.C. 2010.00%0.42%0.82%Q1 2018Q3 202321
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 21210.03%0.20%0.47%Q2 2013Q2 201821
Mascoma Wealth Management LLC 1110.06%0.10%0.14%Q4 2016Q3 202321
BREMER TRUST NATIONAL ASSOCIATION 21210.12%0.88%1.24%Q4 2013Q4 201821
SCHRODER INVESTMENT MANAGEMENT GROUP 1310.00%0.03%0.12%Q2 2017Q3 202321
Pinnacle Bancorp, Inc. 2011.13%1.45%1.81%Q1 2017Q3 202321
BlueSky Wealth Advisors, LLC 1410.05%0.15%0.25%Q4 2016Q3 202321
Clear Perspective Advisors, LLC 21210.07%0.40%1.04%Q4 2016Q4 202121
Fieldpoint Private Securities, LLC 2010.46%1.01%1.59%Q1 2017Q2 202221
Jordan Park Group LLC 1290.02%2.39%9.67%Q4 2017Q2 202321
ClearBridge Investments 510.00%0.00%0.01%Q2 2013Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.05%0.19%Q3 2018Q3 202321
BANK OF NOVA SCOTIA TRUST CO 21210.03%0.04%0.07%Q2 2013Q2 201821
Crewe Advisors LLC 21210.39%0.81%2.99%Q3 2018Q3 202321
Sterling Capital Management LLC 1110.02%1.01%2.57%Q1 2013Q3 201921
Miracle Mile Advisors, LLC 21210.25%1.14%3.19%Q3 2018Q3 202321
HUDSON EDGE INVESTMENT PARTNERS INC. 1310.04%0.31%1.14%Q2 2013Q3 202221
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 21213.86%5.91%7.55%Q3 2018Q3 202321
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 21210.05%0.65%1.58%Q1 2013Q1 201821
AJ WEALTH STRATEGIES, LLC 1380.02%0.39%1.21%Q4 2016Q3 202221
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 1830.00%0.49%0.90%Q2 2015Q3 202021
East Coast Asset Management, LLC. 21210.06%0.32%0.53%Q4 2012Q4 201721
Magnus Financial Group LLC 20200.00%0.11%0.39%Q4 2018Q3 202321
RNC CAPITAL MANAGEMENT LLC 1910.03%0.08%0.15%Q4 2015Q2 202321
STEEL GROVE CAPITAL ADVISORS, LLC 1610.03%0.17%1.37%Q2 2013Q4 201821
TRADITION CAPITAL MANAGEMENT LLC 1290.08%0.24%1.35%Q2 2013Q4 201821
PRENTISS SMITH & CO INC 11100.00%0.01%0.02%Q2 2013Q3 201821
Western Wealth Management, LLC 1180.00%0.07%0.14%Q4 2018Q3 202321
C-J Advisory, Inc. 21210.17%0.54%0.82%Q3 2016Q3 202121
Mosaic Financial Partners, Inc. 21210.23%0.59%0.94%Q2 2013Q2 201821
Ironsides Asset Advisors, LLC 940.06%0.18%0.65%Q2 2014Q4 201921
American Financial Advisors, LLC 20200.39%0.91%5.04%Q4 2018Q3 202320
Boston Trust Walden Corp 1190.01%0.01%0.04%Q2 2013Q4 201920
Larson Financial Group LLC 20200.03%0.49%1.40%Q4 2018Q3 202320
Legacy Bridge, LLC 20200.66%0.98%1.80%Q4 2018Q3 202320
Pinnacle Family Advisors, LLC 1240.46%1.21%3.57%Q1 2017Q3 202320
Blue Chip Partners, LLC 1370.02%0.38%0.71%Q4 2016Q3 202320
BOSTON RESEARCH & MANAGEMENT INC 20200.11%0.69%1.46%Q2 2013Q1 201820
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1010.02%1.58%14.59%Q4 2013Q3 202220
RELIANCE TRUST CO OF DELAWARE 1370.03%0.13%0.22%Q2 2013Q1 201920
Exchange Capital Management, Inc. 10100.00%0.94%3.42%Q2 2013Q3 201820
HT Partners LLC 20200.16%11.37%17.32%Q4 2018Q3 202320
Mechanics Bank Trust Department 1640.04%0.13%0.23%Q3 2016Q1 202220
Farmers & Merchants Trust Co of Long Beach 20200.97%1.75%3.79%Q4 2018Q3 202320
LFA - Lugano Financial Advisors SA 1640.02%1.29%1.89%Q3 2018Q3 202320
Osborn Williams & Donohoe LLC 1640.29%0.51%0.78%Q2 2013Q4 201920
Board of Trustees of The Leland Stanford Junior University 1013.07%24.11%41.89%Q1 2017Q2 202320
Vantage Investment Advisors, LLC 20200.27%2.22%7.76%Q4 2013Q3 201820
American Portfolios Advisors 20200.08%0.14%0.27%Q4 2017Q3 202220
MINOT CAPITAL, LP 20202.94%5.42%12.28%Q4 2018Q3 202320
HOWARD FINANCIAL SERVICES, LTD. 20200.06%0.36%0.97%Q4 2018Q3 202320
Financial Enhancement Group LLC 1640.00%0.32%1.66%Q1 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.13%0.40%1.03%Q4 2018Q3 202320
ERn Financial, LLC 20200.20%1.63%3.73%Q4 2018Q3 202320
Canal Capital Management, LLC 20200.16%2.42%5.89%Q4 2014Q3 201920
Brio Consultants, LLC 20200.22%5.23%11.32%Q4 2018Q3 202320
Arkos Global Advisors 20200.06%1.14%3.84%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.18%0.78%1.15%Q4 2015Q3 202020
MARSHALL FINANCIAL GROUP INC /ADV 20200.15%0.26%0.58%Q4 2018Q3 202320
Insight Wealth Strategies, LLC 20200.04%0.09%0.23%Q4 2018Q3 202320
Essex Savings Bank 20200.14%0.40%1.54%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.08%0.19%0.38%Q4 2018Q3 202320
Archer Investment Corp 20200.01%0.16%0.47%Q4 2018Q3 202320
Granite Investment Partners, LLC 1910.00%0.00%0.00%Q3 2018Q3 202320
MorganRosel Wealth Management, LLC 20200.10%0.20%0.29%Q4 2018Q3 202320
Delta Investment Management, LLC 20200.08%0.12%0.22%Q4 2018Q3 202320
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1550.00%0.01%0.02%Q2 2013Q3 202320
Laurel Wealth Advisors LLC 20200.64%1.03%1.39%Q4 2018Q3 202320
Lowe Wealth Advisors, LLC 1710.00%0.00%0.02%Q3 2015Q4 202320
Full Sail Capital, LLC 20200.40%0.79%1.62%Q4 2018Q3 202320
Alera Investment Advisors, LLC 20202.20%4.82%8.46%Q4 2018Q3 202320
Global Strategic Investment Solutions, LLC 20200.06%0.98%3.71%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.13%0.32%0.66%Q4 2018Q3 202320
Cynosure Group, LLC 20200.25%0.74%1.35%Q4 2018Q3 202320
WealthOne, LLC 20200.16%0.65%2.56%Q4 2018Q3 202320
KG&L Capital Management,LLC 20200.45%0.68%1.04%Q4 2018Q3 202320
Eukles Asset Management 20200.87%1.72%2.29%Q4 2018Q3 202320
Integrated Advisors Network LLC 16160.00%0.30%0.71%Q4 2019Q3 202320
Fernwood Investment Management, LLC 20200.16%0.48%1.08%Q4 2017Q3 202220
Ellis Investment Partners, LLC 20200.13%0.64%1.98%Q4 2018Q3 202320
Salomon & Ludwin, LLC 20202.68%4.18%8.71%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.12%0.21%0.48%Q4 2018Q3 202320
Roundview Capital LLC 20200.03%0.08%0.15%Q2 2017Q1 202220
Wealthspire Advisors, LLC 20200.04%0.33%0.89%Q4 2018Q3 202320
Ellevest, Inc. 20200.02%0.05%0.11%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.04%0.11%0.24%Q4 2018Q3 202320
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 20200.23%2.00%3.18%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.77%2.39%5.24%Q4 2018Q3 202320
MILES CAPITAL, INC. 20200.30%2.71%4.85%Q2 2013Q1 201820
Huntington Steele LLC 20201.24%1.55%1.81%Q2 2013Q1 201820
Jackson Hole Capital Partners, LLC 20200.02%0.10%0.21%Q4 2018Q3 202320
Hillcrest Wealth Advisors - NY, LLC 20200.16%0.20%0.23%Q4 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.01%0.04%0.08%Q1 2016Q4 202020
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.05%0.22%1.37%Q4 2014Q3 201920
CAMDEN NATIONAL BANK 20200.06%0.12%0.17%Q4 2018Q3 202320
Summit Trail Advisors, LLC 1520.08%0.80%1.83%Q4 2017Q3 202320
TFG Advisers LLC 20200.28%0.34%0.39%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.26%0.87%2.28%Q4 2018Q3 202320
PRIVATE CAPITAL MANAGEMENT LLC 20200.11%0.24%0.49%Q4 2018Q3 202320
Traverso Chambers Private Wealth Management, LLC 20200.12%0.26%0.50%Q4 2018Q3 202320
Intersect Capital LLC 20200.37%0.98%1.50%Q2 2017Q1 202220
BHK Investment Advisors, LLC 20200.10%0.31%0.60%Q4 2017Q3 202220
PENINSULA ASSET MANAGEMENT INC 1210.11%1.42%3.45%Q2 2013Q4 202120
HENGEHOLD CAPITAL MANAGEMENT LLC 20200.13%0.37%0.58%Q4 2018Q3 202320
MANAGED ACCOUNT SERVICES INC 20200.43%1.06%1.69%Q4 2016Q3 202120
Pinkerton Retirement Specialists, LLC 1520.01%5.04%10.77%Q1 2015Q3 202320
BANQUE PICTET & CIE SA 20200.01%0.10%0.44%Q3 2015Q2 202020
Phocas Financial Corp. 20200.06%0.11%0.15%Q4 2018Q3 202320
Pettinga Financial Advisors LLC 20200.69%1.08%1.62%Q4 2018Q3 202320
Virtu KCG Holdings LLC 16160.01%0.08%0.27%Q3 2013Q2 201720
THOMPSON DAVIS & CO., INC. 20200.02%0.08%0.19%Q4 2013Q3 201820
HMS Capital Management, LLC 810.02%1.60%5.28%Q2 2017Q3 202320
Princeton Global Asset Management LLC 20200.00%0.06%0.86%Q4 2018Q3 202320
RESTON WEALTH MANAGEMENT LLC 20200.20%0.50%0.77%Q4 2018Q3 202320
Guidance Point Advisors, LLC 20200.25%0.71%1.24%Q4 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.14%0.54%1.56%Q4 2018Q3 202320
Carmichael Hill & Associates, Inc. 1640.07%0.12%0.23%Q4 2017Q3 202320
Graves Light Lenhart Wealth, Inc. 1720.57%0.89%1.14%Q4 2018Q3 202319
MATRIX ASSET ADVISORS INC/NY 1710.04%0.19%0.37%Q4 2015Q3 202319
MONROE BANK & TRUST/MI 1330.01%1.13%2.26%Q2 2013Q2 201819
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 1610.02%0.03%0.05%Q2 2013Q1 202119
CAPITAL CITY TRUST CO/FL 1330.09%0.19%0.65%Q2 2013Q4 202219
Independence Trust CO 19190.22%0.33%0.50%Q2 2013Q4 201719
SII INVESTMENTS INC/WI 19190.33%0.60%1.40%Q2 2013Q4 201719
INVESTMENT CENTERS OF AMERICA INC 18180.00%0.49%0.76%Q2 2013Q3 201719
Grantham, Mayo, Van Otterloo & Co. LLC 1110.00%0.11%1.41%Q4 2015Q1 202319
PRELUDE CAPITAL MANAGEMENT, LLC 920.01%0.36%4.15%Q1 2013Q4 202219
Tanglewood Wealth Management, Inc. 850.06%1.35%6.45%Q1 2015Q3 202319
Lenox Wealth Management, Inc. 19190.02%0.07%0.22%Q4 2015Q2 202019
NATIONAL PLANNING CORP 19190.36%0.97%2.88%Q2 2013Q4 201719
IFC Holdings Incorporated/FL 19190.29%0.86%2.02%Q2 2013Q4 201719
Liberty Mutual Group Asset Management Inc. 1810.01%19.25%31.34%Q4 2015Q2 202219
Edgestream Partners, L.P. 410.02%0.31%1.60%Q4 2015Q3 202319
Freedom Investment Management, Inc. 510.03%2.01%5.86%Q3 2013Q3 202319
Rikoon Group, LLC 19190.30%0.37%0.53%Q3 2016Q1 202119
BlueCrest Capital Management Ltd 610.02%0.35%0.90%Q1 2016Q1 202319
PLIMOTH TRUST CO LLC 19190.07%0.13%0.20%Q4 2017Q2 202219
Financial Insights, Inc. 1810.08%0.25%0.43%Q4 2018Q3 202319
Sharkey, Howes & Javer 1810.01%0.07%0.99%Q1 2015Q3 202219
Zions Bancorporation, N.A. 19190.00%0.03%0.13%Q1 2019Q3 202319
Kalos Management, Inc. 920.10%0.54%1.65%Q4 2015Q2 202319
Transform Wealth, LLC 19190.06%0.16%0.33%Q1 2019Q3 202319
YorkBridge Wealth Partners, LLC 1110.05%0.08%0.17%Q4 2016Q4 202219
Financial Advisors Network, Inc. 1710.02%1.26%2.36%Q4 2016Q3 202319
Ferris Capital, LLC 1630.18%0.68%1.60%Q2 2017Q1 202219
Measured Wealth Private Client Group, LLC 1720.08%0.20%0.37%Q2 2018Q3 202319
Legacy Financial Advisors, Inc. 1410.04%0.25%0.75%Q4 2017Q2 202319
Private Capital Group, LLC 19190.13%0.84%1.36%Q4 2017Q2 202219
Altium Wealth Management LLC 19190.03%0.27%1.31%Q4 2017Q2 202219
First National Bank of South Miami 19197.90%8.48%9.41%Q4 2018Q2 202319
Sepio Capital, LP 19190.42%0.86%2.27%Q1 2019Q3 202319
Wambolt & Associates, LLC 1270.10%0.19%0.32%Q4 2018Q3 202319
Strategic Investment Advisors / MI 1810.26%3.00%6.63%Q4 2018Q3 202319
Claro Advisors LLC 1810.08%0.38%0.68%Q4 2018Q3 202319
Financial Advisors, LLC 1630.05%0.28%0.54%Q4 2018Q3 202319
Fairhaven Wealth Management, LLC 1720.19%0.58%1.42%Q4 2018Q3 202319
Frisch Financial Group, Inc. 1720.17%0.28%0.56%Q4 2018Q3 202319
LIBERTY WEALTH MANAGEMENT LLC 1630.03%0.57%1.56%Q4 2018Q3 202319
GREAT VALLEY ADVISOR GROUP, INC. 19190.07%0.29%0.62%Q1 2019Q3 202319
Enterprise Bank & Trust Co 19190.39%0.48%0.60%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.09%0.16%0.26%Q1 2019Q3 202319
Bremer Bank National Association 19190.43%0.73%1.26%Q1 2019Q3 202319
Arden Trust Co 19190.04%1.44%3.95%Q2 2019Q4 202319
Keudell/Morrison Wealth Management 19190.17%0.31%0.47%Q1 2019Q3 202319
TSFG, LLC 19190.04%0.06%0.10%Q1 2019Q3 202319
Tennessee Valley Asset Management Partners 1090.33%0.47%0.71%Q4 2018Q3 202319
Schoolcraft Capital LLC 19190.68%1.19%1.86%Q1 2019Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.02%0.23%0.62%Q3 2018Q3 202319
COMERICA SECURITIES,INC. 19191.92%2.51%3.57%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.11%0.25%0.56%Q1 2019Q3 202319
CCM INVESTMENT ADVISERS LLC 19190.09%0.27%0.40%Q2 2013Q4 201719
North Forty Management, LLC 181865.81%71.83%76.93%Q2 2013Q3 201718
DAVIDSON & GARRARD INC 18180.49%0.65%0.91%Q2 2013Q3 201718
NEW ENGLAND ASSET MANAGEMENT INC 1610.01%0.06%0.22%Q2 2013Q3 202218
WealthPLAN Partners, LLC 1110.01%0.05%0.17%Q1 2015Q2 202318
Virtu Financial LLC 510.05%0.42%1.97%Q2 2013Q4 201918
ROCKEFELLER FINANCIAL SERVICES INC 1260.70%0.85%1.08%Q2 2013Q4 201718
Peachtree Investment Advisors, Inc. 18180.16%1.28%2.62%Q4 2013Q1 201818
McKinley Carter Wealth Services, Inc. 1260.09%0.28%0.66%Q2 2013Q3 202318
Live Your Vision, LLC 1170.05%0.08%0.15%Q3 2014Q1 201918
ADVISOR PARTNERS LLC 18180.26%0.45%0.67%Q2 2013Q3 201718
SIMPLEX TRADING, LLC 410.00%0.09%0.74%Q3 2015Q3 202318
Independence Advisors, LLC 18189.87%11.02%12.41%Q2 2016Q3 202018
Asset Planning Services, Ltd. 18180.05%0.10%0.20%Q2 2015Q3 201918
Shulman DeMeo Asset Management LLC 993.11%3.85%10.21%Q1 2019Q3 202318
Hochman Cole Investment Advisors, Inc. 1350.12%0.15%0.19%Q4 2016Q3 202118
VICUS CAPITAL 820.03%0.43%2.08%Q2 2013Q1 202218
Legato Capital Management LLC 750.14%1.10%2.46%Q3 2017Q2 202218
Quantitative Investment Management, LLC 510.06%1.71%7.36%Q3 2013Q1 202118
NATIXIS 710.01%0.17%0.79%Q2 2013Q3 201918
ACCESS FINANCIAL SERVICES, INC. 18180.17%0.72%1.20%Q4 2016Q1 202118
Horizon Investments, LLC 710.00%2.16%8.30%Q2 2013Q3 202318
McAdam, LLC 1530.07%0.35%0.65%Q1 2018Q3 202318
Commonwealth Equity Services, Inc 18180.52%0.66%1.06%Q2 2013Q3 201718
NewSquare Capital LLC 1510.00%0.41%0.53%Q3 2013Q3 202318
ALERUS FINANCIAL NA 1440.02%0.09%0.14%Q2 2016Q1 202218
Robertson Stephens Wealth Management, LLC 1350.03%0.37%2.09%Q1 2019Q3 202318
MA Private Wealth 1410.07%0.09%0.15%Q4 2018Q3 202318
Family Management Corp 1110.00%0.33%0.57%Q2 2014Q3 202318
SVB WEALTH LLC 18180.00%0.33%0.90%Q2 2019Q3 202318
MidWestOne Financial Group, Inc. 18180.37%0.55%0.82%Q2 2019Q3 202318
SRS Capital Advisors, Inc. 1080.00%0.01%0.04%Q4 2016Q3 202318
Providence Capital Advisors, LLC 1620.00%0.01%0.11%Q2 2018Q3 202318
PATTON FUND MANAGEMENT, INC. 18183.29%4.71%6.04%Q2 2019Q3 202318
FIFTH THIRD SECURITIES, INC. 810.09%1.00%7.49%Q1 2016Q3 202318
UBS AG 660.25%0.54%1.03%Q2 2013Q3 201418
Sound View Wealth Advisors Group, LLC 18180.04%0.08%0.16%Q2 2019Q3 202318
Liberty Capital Management, Inc. 1210.03%0.18%0.31%Q2 2013Q4 201918
CSS LLC/IL 610.01%0.17%0.71%Q2 2014Q1 202118
BOENNING & SCATTERGOOD, INC. 1350.06%0.09%0.12%Q2 2018Q4 202218
ROOSEVELT INVESTMENT GROUP LLC 1710.02%0.05%0.08%Q4 2017Q3 202218
Arcus Capital Partners, LLC 910.01%0.62%1.19%Q4 2015Q3 202318
US FINANCIAL ADVISORS, LLC 1260.12%4.28%7.84%Q4 2014Q3 202318
Smart Portfolios, LLC 920.05%1.27%5.90%Q2 2013Q3 201918
ExodusPoint Capital Management, LP 620.00%0.08%0.35%Q3 2019Q2 202218
SUMMIT FINANCIAL GROUP, INC. 18181.72%2.35%3.38%Q2 2019Q3 202318
RKL Wealth Management LLC 1530.05%0.11%0.23%Q3 2016Q3 202318
SENTRY INVESTMENT MANAGEMENT LLC 18182.15%2.60%2.93%Q2 2013Q3 201718
Select Asset Management & Trust 630.14%2.01%5.67%Q4 2013Q3 202318
RAY GERALD L & ASSOCIATES LTD 18180.07%0.26%0.48%Q2 2013Q3 201718
Segment Wealth Management, LLC 1310.12%0.36%0.61%Q2 2014Q2 202018
TimeScale Financial, Inc. 1710.01%0.09%0.60%Q4 2018Q2 202318
STRATEGIC INVESTMENT MANAGEMENT, LLC 1610.71%14.39%36.71%Q2 2013Q2 202118
DELTA FINANCIAL ADVISORS LLC 18182.07%2.42%2.73%Q2 2019Q3 202318
Premise Capital, LLC 17170.06%10.18%23.56%Q4 2015Q4 201917
Icon Wealth Partners, LLC 920.04%0.19%0.64%Q4 2017Q3 202317
BLUEFIN CAPITAL MANAGEMENT, LLC 910.00%0.14%0.88%Q4 2020Q3 202317
Charles Schwab Trust Co 17170.04%0.12%0.28%Q3 2019Q3 202317
IFG Advisors, LLC 17179.88%10.49%12.10%Q3 2019Q3 202317
TOCQUEVILLE ASSET MANAGEMENT L.P. 710.00%0.05%0.26%Q2 2014Q3 202317
Concert Wealth Management Inc. 17170.12%0.26%0.39%Q2 2013Q2 201717
1st Global Advisors, Inc. 17170.51%1.47%7.12%Q2 2013Q2 201717
Pinnacle Advisory Group, Inc. 1120.01%0.03%0.06%Q2 2013Q1 201917
Wolff Financial Management LLC 1010.44%1.24%1.58%Q4 2018Q3 202317
Physician Wealth Advisors, Inc. 17170.20%0.38%0.73%Q3 2019Q3 202317
HARTFORD INVESTMENT MANAGEMENT CO 810.01%0.03%0.05%Q2 2013Q2 202217
TRAIN BABCOCK ADVISORS LLC 17170.10%0.28%0.78%Q2 2013Q2 201717
Bull Street Advisors, LLC 17170.12%0.16%0.24%Q3 2019Q3 202317
WFG Advisors, LP 17170.04%0.11%0.24%Q2 2013Q2 201717
MERITAGE PORTFOLIO MANAGEMENT 17170.02%0.02%0.04%Q3 2019Q3 202317
Apollon Wealth Management, LLC 17170.15%0.36%1.14%Q3 2019Q3 202317
Sage Advisory Services, Ltd.Co. 17172.30%12.60%27.06%Q2 2013Q2 201717
Torch Wealth Management LLC 1340.11%0.59%0.90%Q4 2013Q4 201917
Hubbell Strickland Wealth Management, LLC 17170.82%1.13%1.53%Q3 2019Q3 202317
VeraBank, N.A. 17170.28%0.67%2.68%Q3 2019Q3 202317
Avion Wealth 17170.08%0.20%1.01%Q3 2019Q3 202317
Capital Bank & Trust Co 17170.00%0.03%0.26%Q2 2017Q2 202117
LMCG INVESTMENTS, LLC 1070.12%0.20%0.30%Q2 2013Q3 202317
Beutel, Goodman & Co Ltd. 17170.00%0.02%0.02%Q3 2019Q3 202317
PrairieView Partners, LLC 1520.02%0.03%0.06%Q4 2017Q3 202317
BKS ADVISORS, LLC 17171.74%2.10%2.64%Q1 2015Q1 201917
Gs Investments, Inc. 910.00%0.88%1.21%Q2 2017Q3 202317
IFG Advisory, LLC 17170.06%0.24%1.87%Q3 2019Q3 202317
Pacifica Partners Inc. 17170.02%0.06%0.10%Q4 2019Q4 202317
Geneva Advisors, LLC 17170.02%0.07%0.11%Q2 2013Q2 201717
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 17170.04%0.13%0.24%Q2 2019Q2 202317
Tolleson Wealth Management, Inc. 17171.77%2.56%3.73%Q3 2019Q3 202317
IndexIQ Advisors LLC 1610.01%2.57%7.73%Q2 2013Q2 201817
Versant Capital Management, Inc 17170.03%0.10%0.17%Q4 2015Q4 201917
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1410.00%0.07%1.24%Q2 2016Q3 202317
PERSONAL CFO SOLUTIONS, LLC 17170.00%0.62%4.32%Q3 2019Q3 202317
O'Brien Wealth Partners LLC 980.01%0.25%0.75%Q1 2018Q3 202217
RONALD BLUE & CO LLC 17170.07%0.20%0.30%Q2 2013Q2 201717
SEARLE & CO. 17170.09%0.13%0.16%Q3 2019Q3 202317
Doyle Wealth Management 810.01%0.03%0.06%Q1 2017Q3 202217
STRATEGY ASSET MANAGERS LLC 1610.02%0.19%0.37%Q1 2019Q3 202317
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 1610.00%0.00%0.01%Q2 2013Q4 201917
Edmonds Duncan Registered Investment Advisors, LLC 17171.92%3.04%4.53%Q4 2015Q4 201917
CAPITAL GUARDIAN TRUST CO 710.00%0.12%1.22%Q4 2013Q2 201917
Bach Option Ltd 510.12%1.02%3.23%Q4 2015Q4 201917
Global Wealth Management Investment Advisory, Inc. 1520.00%0.03%0.06%Q4 2018Q3 202317
Salient Capital Advisors, LLC 17170.08%0.20%0.42%Q2 2013Q2 201717
CAPSTONE ASSET MANAGEMENT CO 17170.02%0.08%0.12%Q2 2013Q2 201717
STEPH & CO 16160.67%0.99%1.42%Q4 2019Q3 202316
Sonora Investment Management, LLC 1110.00%0.01%0.02%Q1 2016Q2 202116
HARBOR INVESTMENT ADVISORY, LLC 16160.66%0.77%0.95%Q4 2019Q3 202316
Argent Advisors, Inc. 16160.08%0.29%0.39%Q4 2019Q3 202316
Knights of Columbus Asset Advisors LLC 16160.01%0.02%0.04%Q4 2019Q3 202316
Antonetti Capital Management LLC 910.02%1.62%6.23%Q2 2010Q3 202316
Sugarloaf Wealth Management, LLC 16160.05%0.07%0.12%Q4 2019Q3 202316
Efficient Market Advisors, LLC 16160.16%0.73%2.10%Q2 2013Q1 201716
Ensign Peak Advisors, Inc 16160.12%0.12%0.14%Q4 2019Q3 202316
Lipe & Dalton 16160.16%0.63%1.94%Q3 2013Q2 201716
RVW Wealth, LLC 16161.73%3.40%4.75%Q1 2020Q4 202316
EPIQ Capital Group, LLC 16160.08%0.19%0.43%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16160.31%0.54%1.69%Q4 2019Q3 202316
BlackRock Institutional Trust Company, N.A. 15150.00%0.04%0.08%Q2 2013Q4 201616
Vectors Research Management, LLC 16160.00%0.10%0.39%Q3 2018Q2 202216
Clear Creek Financial Management, LLC 1060.07%0.36%2.14%Q3 2019Q3 202316
Wolf Group Capital Advisors 910.07%0.71%1.90%Q2 2017Q3 202316
Column Capital Advisors, LLC 16160.02%0.06%0.11%Q4 2019Q3 202316
ESL Trust Services, LLC 16160.23%0.28%0.45%Q4 2019Q3 202316
CIBC WORLD MARKETS CORP 1310.01%0.37%0.75%Q2 2016Q3 202316
Stonehage Fleming Financial Services Holdings Ltd 16160.02%0.05%0.08%Q4 2014Q3 201816
America First Investment Advisors, LLC 16160.00%0.01%0.05%Q2 2013Q1 201716
Atlantic Union Bankshares Corp 1510.02%0.08%0.20%Q1 2014Q3 202316
EWG Elevate Inc. 16160.52%1.13%2.72%Q4 2019Q3 202316
Venture Visionary Partners LLC 16160.43%1.01%3.28%Q4 2019Q3 202316
Belmont Capital, LLC 16163.23%7.57%12.60%Q4 2019Q3 202316
Old North State Trust, LLC 730.01%0.05%0.10%Q3 2018Q1 202316
EVOKE WEALTH, LLC 1510.04%0.07%0.10%Q3 2019Q3 202316
Relyea Zuckerberg Hanson LLC 16160.11%0.23%0.51%Q4 2019Q3 202316
MARCO INVESTMENT MANAGEMENT LLC 1240.04%0.14%0.20%Q2 2013Q3 201716
Hillman Capital Management, Inc. 16160.46%0.60%0.86%Q4 2019Q3 202316
Heartwood Wealth Advisors LLC 16162.14%2.84%3.32%Q4 2019Q3 202316
ARBOR TRUST WEALTH ADVISORS, LLC 16162.28%2.77%3.51%Q4 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.00%0.01%Q2 2019Q3 202316
WealthBridge Investment Counsel Inc. 16164.31%5.46%6.42%Q4 2019Q3 202316
MATHER GROUP, LLC. 16160.02%0.05%0.10%Q4 2019Q3 202316
Lutz Financial Services LLC 1060.02%0.41%0.78%Q4 2017Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.00%0.06%0.20%Q4 2019Q3 202316
Firestone Capital Management 16160.39%0.49%0.70%Q4 2019Q3 202316
Sunburst Financial Group, LLC 16160.40%0.58%0.87%Q4 2019Q3 202316
TRUEFG, LLC 16160.23%0.29%0.36%Q4 2019Q3 202316
XML Financial, LLC 16160.32%0.64%1.39%Q4 2019Q3 202316
Oldfather Financial Services, LLC 16162.42%2.88%3.59%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16162.84%3.72%4.31%Q2 2013Q1 201716
KFA Private Wealth Group, LLC 16160.21%0.40%0.72%Q4 2019Q3 202316
CERTUITY, LLC 16160.07%0.20%0.50%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.08%0.14%0.29%Q4 2019Q3 202316
S.A. Mason LLC 16160.04%0.19%0.26%Q4 2019Q3 202316
CFM WEALTH PARTNERS LLC 16160.07%0.11%0.24%Q4 2019Q3 202316
Bank of Marin 16160.49%1.55%2.47%Q4 2019Q3 202316
HOWARD WEALTH MANAGEMENT, LLC 16160.26%0.35%0.63%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.01%0.08%0.26%Q4 2019Q3 202316
LWS Wealth Advisors, Inc. 16160.14%0.48%1.09%Q4 2019Q3 202316
PBMares Wealth Management LLC 16160.18%0.30%0.60%Q4 2019Q3 202316
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.00%0.25%0.66%Q4 2018Q3 202116
MADISON WEALTH MANAGEMENT 16160.14%0.24%0.39%Q4 2019Q3 202316
SteelPeak Wealth, LLC 16160.40%0.59%1.05%Q4 2019Q3 202316
Harborview Advisors, LLC 16160.27%0.32%0.39%Q4 2017Q3 202116
Investment Research & Advisory Group, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
Newport Wealth Strategies, Inc. 16160.24%0.31%0.42%Q4 2017Q3 202116
Powell Investment Advisors, LLC 16163.95%4.44%5.66%Q4 2019Q3 202316
JSF Financial, LLC 1510.30%1.28%5.60%Q4 2018Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.32%0.41%0.54%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.17%0.20%0.27%Q4 2019Q3 202316
Northside Capital Management, LLC 1120.07%0.10%0.15%Q4 2014Q3 202316
DAVIDSON TRUST CO 16160.83%0.93%1.10%Q4 2019Q3 202316
QP WEALTH MANAGEMENT, LLC 16160.43%0.79%1.02%Q4 2019Q3 202316
Soltis Investment Advisors LLC 16160.04%0.11%0.33%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.05%0.12%0.30%Q4 2019Q3 202316
LETKO, BROSSEAU & ASSOCIATES INC 1410.00%0.02%0.04%Q2 2013Q2 202016
Equitable Holdings, Inc. 16160.10%0.17%0.27%Q4 2019Q3 202316
Ruggie Capital Group 1240.01%0.88%2.66%Q4 2014Q4 201816
HighVista Strategies LLC 1510.06%0.50%3.34%Q2 2013Q2 201716
Asset Allocation & Management Company, LLC 16160.09%0.62%1.34%Q4 2019Q3 202316
Texas Capital Bank Wealth Management Services Inc 16160.26%0.61%2.15%Q4 2019Q3 202316
Wade Financial Advisory, Inc 16160.54%0.69%0.89%Q4 2019Q3 202316
Element Wealth, LLC 16160.16%0.35%0.54%Q4 2019Q3 202316
HBC Financial Services, PLLC 16160.18%0.20%0.24%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.27%0.32%0.37%Q4 2019Q3 202316
Halpern Financial, Inc. 16160.03%0.05%0.21%Q4 2019Q3 202316
NWK Group, Inc. 16160.06%0.08%0.11%Q4 2019Q3 202316
Resonant Capital Advisors, LLC 16160.14%0.28%0.83%Q4 2019Q3 202316
Capital Wealth Alliance, LLC 16160.21%1.08%2.61%Q4 2019Q3 202316
Regent Peak Wealth Advisors LLC 16160.18%0.39%0.82%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.06%0.15%0.32%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.75%1.03%1.86%Q4 2019Q3 202316
BEAM WEALTH ADVISORS, INC. 16160.31%0.52%0.87%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.07%0.12%0.48%Q4 2019Q3 202316
Procyon Advisors, LLC 16160.11%0.43%0.85%Q4 2019Q3 202316
Sowa Financial Group, Inc. 16161.35%1.58%2.03%Q4 2019Q3 202316
Berman Capital Advisors, LLC 16160.02%0.46%0.80%Q4 2017Q3 202116
Veracity Capital LLC 16160.06%0.93%3.86%Q4 2019Q3 202316
QVR LLC 720.05%2.63%12.73%Q2 2018Q3 202016
Private Vista, LLC 820.34%0.67%1.98%Q4 2015Q2 202016
Disciplined Investments, LLC 16160.56%1.45%3.37%Q4 2019Q3 202316
Abbot Financial Management, Inc. 16160.09%0.31%0.42%Q2 2017Q1 202116
Stratos Wealth Advisors, LLC 1110.04%0.33%2.32%Q4 2018Q3 202316
TFO Wealth Partners, LLC 16160.00%0.09%0.34%Q4 2019Q3 202316
Proficio Capital Partners LLC 1240.83%1.65%3.67%Q4 2015Q4 201916
MATRIX PRIVATE CAPITAL GROUP LLC 16161.06%1.46%1.87%Q4 2019Q3 202316
Apella Capital, LLC 1230.03%0.15%0.37%Q1 2020Q4 202315
StrategIQ Financial Group, LLC 1110.04%0.07%0.11%Q3 2018Q3 202315
Beirne Wealth Consulting Services, LLC 640.12%0.31%0.62%Q4 2018Q3 202315
Live Oak Private Wealth LLC 1410.27%0.37%0.62%Q4 2019Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.01%0.02%Q1 2020Q3 202315
TRUST CO OF OKLAHOMA 1320.18%0.23%0.28%Q4 2019Q3 202315
GRANDFIELD & DODD, LLC 15150.02%0.03%0.03%Q1 2020Q3 202315
Axiom Financial Strategies, LLC 15150.25%0.48%1.13%Q1 2020Q3 202315
GLG Partners LP 1050.01%0.08%0.38%Q1 2014Q4 201715
BlackRock Japan Co. Ltd 15150.00%0.00%0.01%Q2 2013Q4 201615
KANALY TRUST CO 15150.46%1.47%5.30%Q2 2013Q4 201615
BLACKROCK ADVISORS LLC 15150.01%0.02%0.04%Q2 2013Q4 201615
Vestcor Inc 1320.00%0.04%0.16%Q4 2019Q3 202315
ATTICUS WEALTH MANAGEMENT, LLC 1140.08%1.27%2.53%Q4 2019Q3 202315
Clarkston Capital Partners, LLC 1410.00%0.00%0.01%Q4 2019Q3 202315
Ziegler Capital Management, LLC 15150.54%0.81%0.96%Q1 2020Q3 202315
Leisure Capital Management 15150.21%0.30%0.59%Q1 2020Q3 202315
Winfield Associates, Inc. 15150.02%0.06%0.35%Q2 2014Q4 201715
KEELEY ASSET MANAGEMENT CORP 15150.01%0.02%0.05%Q2 2013Q4 201615
USAdvisors Wealth Management, LLC 960.03%0.21%0.37%Q4 2017Q3 202115
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 960.01%0.02%0.12%Q2 2013Q4 201915
Bridgecreek Investment Management, LLC 720.16%0.82%1.47%Q2 2013Q3 201815
INTEGRATED WEALTH COUNSEL, LLC 15150.07%0.46%1.33%Q2 2013Q4 201615
ING GROEP NV 910.01%0.03%0.07%Q3 2014Q2 201915
Murphy Pohlad Asset Management LLC 15150.16%0.31%0.39%Q2 2013Q4 201615
BAR HARBOR TRUST SERVICES 910.00%0.10%0.18%Q2 2013Q2 202215
TRUE Private Wealth Advisors 1320.01%0.05%0.10%Q4 2017Q2 202315
55I, LLC 15150.02%0.14%0.37%Q1 2019Q3 202215
BlackRock Investment Management, LLC 15150.01%0.07%0.15%Q2 2013Q4 201615
HHM Wealth Advisors, LLC 15150.01%0.03%0.05%Q1 2020Q3 202315
CHURCHILL MANAGEMENT Corp 510.04%1.97%5.33%Q2 2013Q2 202315
Russell Investments Group, Ltd. 820.00%0.00%0.00%Q4 2016Q3 202315
Monterey Private Wealth, Inc. 15154.27%7.83%10.32%Q1 2020Q3 202315
CEDAR CAPITAL, LLC 15150.18%0.84%2.34%Q1 2018Q3 202115
First Citizens Financial Corp 1325.67%8.14%10.86%Q4 2019Q3 202315
Stillwater Capital Advisors, LLC 15150.06%0.16%0.35%Q2 2016Q4 201915
TOBIAS FINANCIAL ADVISORS, INC. 870.15%0.51%1.29%Q4 2019Q3 202315
CVA Family Office, LLC 15150.03%0.07%0.25%Q4 2019Q2 202315
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1310.03%0.13%0.53%Q4 2018Q3 202315
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 820.01%0.05%0.09%Q4 2015Q4 201915
SMH CAPITAL ADVISORS INC 720.45%0.85%1.82%Q4 2017Q3 202315
OSAIC HOLDINGS, INC. 15150.09%0.14%0.27%Q1 2020Q3 202315
AlphaCore Capital LLC 1050.00%0.14%1.16%Q4 2019Q3 202315
MSI Financial Services Inc 15150.36%1.03%1.60%Q2 2013Q4 201615
Peterson Wealth Advisors, LLC 15150.19%0.29%0.88%Q1 2020Q3 202315
Optas, LLC 15150.44%0.68%2.72%Q1 2020Q3 202315
Keystone Financial Group 870.04%0.15%0.37%Q1 2018Q2 202215
BlackRock Fund Advisors 15150.06%0.45%0.89%Q2 2013Q4 201615
Capital Asset Advisory Services LLC 1230.02%0.07%0.20%Q4 2016Q3 202215
World Asset Management Inc 15150.01%0.55%1.00%Q2 2013Q4 201615
Advisor Group, Inc. 15150.15%0.46%0.75%Q2 2016Q4 201915
ArchPoint Investors 1230.00%0.69%1.38%Q4 2015Q4 201915
Lehman & Derafelo Financial Resources LLC 1320.04%0.06%0.07%Q4 2018Q3 202215
TRANSCEND CAPITAL ADVISORS, LLC 1320.05%0.08%0.17%Q4 2019Q3 202315
Darwin Wealth Management, LLC 1110.00%1.80%2.82%Q1 2017Q3 202315
Summit X, LLC 1140.02%0.22%0.36%Q2 2017Q2 202115
Fortis Advisors, LLC 15150.10%0.35%0.94%Q4 2017Q2 202115
Aprio Wealth Management, LLC 1050.07%0.16%0.38%Q4 2019Q3 202315
AdvicePeriod, LLC 15150.27%0.57%0.92%Q4 2017Q2 202115
HRT FINANCIAL LP 610.02%0.51%1.61%Q1 2016Q4 202215
Canton Hathaway, LLC 1320.01%2.16%2.91%Q3 2018Q3 202315
Columbia Trust Co 01012016 1230.61%1.31%2.65%Q4 2019Q3 202315
Retirement Group, LLC 1410.00%0.00%0.02%Q4 2019Q3 202315
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15150.02%0.06%0.16%Q2 2016Q4 201915
RMR Wealth Builders 1410.75%3.09%7.29%Q4 2019Q3 202315
Cornerstone Advisors, Inc. 1320.03%0.87%1.77%Q1 2014Q4 201915
Insight Wealth Partners, LLC 11110.00%0.32%2.34%Q1 2021Q3 202315
KEMPER Corp 15154.55%6.30%8.61%Q3 2013Q1 201715
Graypoint LLC 15150.13%0.20%0.27%Q1 2020Q3 202315
IRONWOOD INVESTMENT MANAGEMENT LLC 15150.99%2.53%4.25%Q1 2020Q3 202315
CBIZ Investment Advisory Services, LLC 960.02%0.29%1.90%Q4 2019Q3 202315
John W. Brooker & Co., CPAs 15150.01%0.13%0.33%Q1 2020Q3 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.04%0.07%0.09%Q1 2020Q3 202315
HANTZ FINANCIAL SERVICES, INC. 15155.53%6.28%7.01%Q1 2020Q3 202315
Braver Wealth Management, LLC 15150.85%3.74%5.62%Q2 2013Q4 201615
Virtus Fund Advisers, LLC 15150.00%0.03%0.08%Q2 2014Q4 201715
Kore Private Wealth LLC 1320.03%0.19%0.26%Q4 2018Q3 202215
Grant Street Asset Management, Inc. 14140.14%1.18%2.37%Q2 2020Q3 202314
TAP Consulting, LLC 14140.81%1.65%2.30%Q2 2020Q3 202314
TOTH FINANCIAL ADVISORY CORP 710.00%0.00%0.01%Q4 2017Q2 202214
Baldrige Asset Management LLC 1040.08%0.15%0.30%Q1 2019Q1 202314
ARQ WEALTH ADVISORS, LLC 14140.18%0.22%0.27%Q2 2020Q3 202314
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 810.00%0.06%0.22%Q1 2013Q4 201714
Visionary Wealth Advisors 1310.04%0.15%0.20%Q4 2019Q3 202314
FormulaFolio Investments, LLC 820.00%0.04%0.22%Q3 2016Q2 202114
Riverpoint Wealth Management Holdings, LLC 14140.16%0.63%0.84%Q4 2016Q1 202014
Patriot Wealth Management, Inc. 1310.13%7.15%8.76%Q3 2013Q4 201814
SHINE INVESTMENT ADVISORY SERVICES INC 14140.00%0.14%0.88%Q2 2017Q3 202014
Independent Portfolio Consultants, Inc. 14140.00%0.33%0.98%Q1 2014Q2 201714
HARTLINE INVESTMENT CORP/ 14140.10%0.31%0.66%Q3 2014Q4 201714
ACIMA PRIVATE WEALTH, LLC 14140.32%0.44%0.60%Q4 2018Q1 202214
Stokes & Hubbell Capital Management, LLC 14140.38%0.81%1.31%Q4 2015Q1 201914
STATE OF WISCONSIN INVESTMENT BOARD 1130.00%0.00%0.00%Q2 2013Q3 202214
GIRARD PARTNERS LTD. 14140.05%0.08%0.13%Q1 2016Q2 201914
J.W. COLE ADVISORS, INC. 810.14%0.37%0.56%Q4 2019Q3 202314
HARVEST CAPITAL MANAGEMENT INC 1130.09%0.59%1.00%Q2 2015Q2 201914
Foundations Investment Advisors, LLC 14140.01%0.06%0.35%Q2 2020Q3 202314
Syntal Capital Partners, LLC 620.10%6.31%19.87%Q1 2014Q3 202014
Citizens National Bank Trust Department 14140.09%0.12%0.15%Q2 2020Q3 202314
SFMG, LLC 860.02%0.05%0.11%Q1 2018Q1 202214
Samalin Investment Counsel, LLC 1310.16%0.20%0.24%Q4 2019Q3 202314
S&T BANK/PA 1130.05%0.41%1.80%Q2 2013Q4 202214
FMA ADVISORY INC 1010.02%0.19%0.31%Q2 2015Q1 202114
Northwest Bancshares, Inc. 14140.09%0.12%0.14%Q2 2020Q3 202314
Wealth Advisory Solutions, LLC 860.48%1.72%4.34%Q4 2019Q2 202314
Cypress Wealth Services, LLC 14140.07%0.25%0.79%Q4 2017Q1 202114
Gerstein Fisher 14140.10%0.45%1.14%Q2 2013Q3 201614
COZAD ASSET MANAGEMENT INC 14140.04%0.08%0.11%Q2 2020Q3 202314
Blume Capital Management, Inc. 1110.00%1.33%2.76%Q4 2013Q2 202214
Omnia Family Wealth, LLC 14140.32%0.80%2.30%Q4 2016Q1 202014
MinichMacGregor Wealth Management, LLC 1310.00%0.06%0.77%Q4 2015Q4 202214
Annex Advisory Services, LLC 1310.06%0.09%0.14%Q2 2013Q3 201714
Almanack Investment Partners, LLC. 1310.08%0.85%1.83%Q2 2018Q3 202314
GeoWealth Management, LLC 950.00%0.16%1.25%Q2 2019Q3 202314
LBA Wealth Management, LLC 14140.03%1.87%2.85%Q4 2013Q1 201714
ICONIQ Capital, LLC 1210.04%0.11%0.27%Q1 2013Q1 201814
INSIGHT 2811, INC. 14140.13%0.45%1.52%Q2 2013Q3 201614
Riggs Asset Managment Co. Inc. 810.00%0.04%0.12%Q4 2016Q2 202314
Somerset Group LLC 1130.57%0.95%1.35%Q1 2014Q4 201914
L & S Advisors Inc 14140.07%0.09%0.20%Q4 2018Q1 202214
Wealthstreet Investment Advisors, LLC 14140.19%0.32%0.52%Q4 2017Q1 202114
Parasol Investment Management, LLC 14140.23%4.88%6.85%Q3 2013Q4 201614
CLIENT 1ST ADVISORY GROUP, LLC 1040.12%0.17%0.44%Q4 2019Q3 202314
Capital Investment Counsel, Inc 1110.01%0.02%0.02%Q1 2019Q3 202314
Cavalier Investments, LLC 1220.40%2.73%4.09%Q4 2015Q3 202314
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 710.00%0.02%0.02%Q2 2013Q3 202314
HIGH POINT BANK & TRUST CO 1040.01%0.06%0.22%Q2 2013Q4 201614
Spectrum Management Group, LLC 710.01%0.04%0.10%Q4 2013Q3 202214
Point72 Asset Management, L.P. 610.01%0.12%0.30%Q3 2015Q2 202314
Orgel Wealth Management, LLC 1110.06%0.13%0.24%Q4 2015Q4 201914
BALYASNY ASSET MANAGEMENT L.P. 510.01%0.24%1.98%Q2 2014Q1 202314
Capital International Investors 14140.00%0.02%0.05%Q2 2020Q3 202314
Simply Money Advisors 1310.00%4.52%5.73%Q2 2013Q1 201814
Rosenberg Matthew Hamilton 14140.01%0.04%0.06%Q2 2020Q3 202314
Stadion Money Management, LLC 810.04%1.14%6.27%Q3 2013Q3 201914
Foster Victor Wealth Advisors, LLC 1310.03%0.07%0.36%Q4 2018Q3 202314
SCHAFER CULLEN CAPITAL MANAGEMENT INC 410.01%0.14%0.65%Q4 2013Q4 202013
Great Diamond Partners, LLC 13130.12%0.64%0.85%Q4 2019Q4 202213
Investors Capital Advisory Services 13130.13%0.20%0.37%Q2 2013Q2 201613
D.B. Root & Company, LLC 1210.11%0.22%0.34%Q4 2017Q1 202313
tru Independence LLC 1110.07%0.23%0.31%Q4 2019Q3 202313
Guidant Wealth Advisors 13131.32%2.10%4.32%Q3 2016Q3 201913
Zions Bancorporation 13130.05%0.13%0.27%Q1 2015Q1 201813
RPTC Inc. 13130.29%0.39%0.47%Q3 2017Q3 202013
Key FInancial Inc 1210.00%0.05%0.13%Q1 2020Q3 202313
Merit Financial Group, LLC 1210.02%0.04%0.07%Q4 2019Q3 202313
FLC Capital Advisors 610.06%0.09%0.18%Q4 2018Q2 202313
Personal Wealth Partners 13130.29%0.71%1.68%Q1 2019Q1 202213
Kestra Advisory Services, LLC 13130.17%0.32%0.41%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.02%0.05%0.07%Q3 2020Q3 202313
DENVER INVESTMENT ADVISORS LLC 13130.12%0.20%0.35%Q1 2015Q1 201813
IBM Retirement Fund 940.08%0.71%1.55%Q2 2013Q3 201613
Berkshire Bank 13130.20%0.26%0.38%Q3 2020Q3 202313
Circle Wealth Management, LLC 13130.75%3.25%4.69%Q4 2016Q4 201913
United Asset Strategies, Inc. 630.04%0.34%1.23%Q3 2015Q3 202313
Baron Financial Group, LLC 13133.08%3.84%4.94%Q3 2020Q3 202313
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 13130.86%1.75%3.91%Q2 2013Q2 201613
GUYASUTA INVESTMENT ADVISORS INC 940.02%0.02%0.02%Q2 2020Q3 202313
Gladius Capital Management LP 910.06%2.79%10.96%Q3 2018Q1 202313
Founders Financial Alliance, LLC 13130.06%0.08%0.10%Q3 2020Q3 202313
Windsor Creek Advisors, LLC 13130.08%0.11%0.13%Q4 2018Q4 202113
McLean Asset Management Corp 13131.05%1.86%3.97%Q4 2020Q4 202313
Emerson Wealth, LLC 13130.79%0.85%0.96%Q2 2019Q2 202213
Bell Rock Capital LLC 13130.01%0.01%0.02%Q4 2016Q4 201913
CREDIT AGRICOLE S A 910.00%0.09%0.20%Q2 2013Q3 202313
Belvedere Trading LLC 820.00%0.16%0.79%Q1 2021Q3 202313
Charles Schwab Investment Advisory, Inc. 850.00%6.00%10.08%Q2 2013Q4 201913
Peak Asset Management, LLC 510.05%0.12%0.38%Q4 2017Q3 202313
Greylin Investment Management, Inc 810.04%0.05%0.06%Q1 2015Q3 202313
VSR Financial Services, Inc. 13130.60%1.29%3.14%Q2 2013Q2 201613
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.12%0.21%0.33%Q3 2020Q3 202313
HARDING LOEVNER LP 510.00%0.01%0.09%Q1 2018Q3 202313
SevenBridge Financial Group, LLC 13130.00%0.00%0.02%Q2 2016Q2 201913
FIDUCIENT ADVISORS LLC 1210.11%0.40%2.21%Q4 2019Q3 202313
Qube Research & Technologies Ltd 940.00%0.24%0.80%Q4 2019Q3 202313
Advisors Capital Management, LLC 710.01%0.02%0.04%Q2 2015Q1 202213
PagnatoKarp Partners LLC 13130.09%2.97%5.66%Q1 2017Q1 202013
YHB Investment Advisors, Inc. 13130.04%0.08%0.15%Q3 2020Q3 202313
AXIS CAPITAL HOLDINGS LTD 13138.02%10.73%13.62%Q2 2013Q2 201613
E-L Financial Corp Ltd 131317.18%23.69%79.72%Q4 2016Q4 201913
Wagner Wealth Management, LLC 920.01%0.02%0.14%Q2 2018Q3 202313
First Capital Advisors Group, LLC. 840.01%0.69%1.66%Q4 2016Q2 202313
United Bank 1033.16%6.44%8.27%Q4 2016Q1 202013
Delphi Private Advisors LLC 13130.16%0.52%1.30%Q4 2015Q4 201813
Perennial Advisors, LLC 910.03%0.07%0.22%Q4 2016Q2 202113
PRW Wealth Management LLC 710.08%1.00%5.88%Q4 2018Q3 202313
LINCOLN CAPITAL CORP 610.09%0.58%1.25%Q4 2018Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.10%0.22%0.55%Q2 2013Q2 201613
WESTPORT RESOURCES MANAGEMENT INC 13130.01%0.03%0.08%Q2 2013Q2 201613
FORESTERS ASSET MANAGEMENT INC. 13130.94%1.90%2.82%Q2 2016Q2 201913
Kistler-Tiffany Companies, LLC 1210.00%0.09%0.31%Q2 2013Q2 202313
CAPITAL ADVISORS INC/OK 910.01%0.04%0.08%Q4 2016Q4 202113
Financial Gravity Asset Management, Inc. 410.00%0.30%2.33%Q1 2018Q3 202313
BLUESTEIN R H & CO LLC 1120.01%0.03%0.05%Q2 2013Q2 202213
Sullivan, Bruyette, Speros & Blaney, LLC 1010.02%0.67%1.18%Q1 2017Q1 202113
InTrack Investment Management Inc 13131.33%2.18%2.88%Q4 2020Q4 202313
NatWest Group plc 1010.24%0.92%1.92%Q2 2013Q1 201713
BRIDGES INVESTMENT COUNSEL INC/ 13130.31%0.61%1.30%Q2 2013Q2 201613
Magellan Asset Management Ltd 850.00%0.01%0.01%Q1 2015Q4 202213
QUEST CAPITAL MANAGEMENT INC /ADV 13132.04%2.74%3.41%Q4 2018Q4 202113
Trust Asset Management LLC 911.50%5.60%14.09%Q3 2011Q4 201713
Vestmark Advisory Solutions, Inc. 430.02%0.06%0.17%Q1 2019Q4 202213
ARVEST TRUST CO N A 855.31%9.22%12.07%Q2 2013Q3 202313
BARING ASSET MANAGEMENT Ltd 13130.05%0.06%0.07%Q3 2014Q3 201713
MARK SHEPTOFF FINANCIAL PLANNING, LLC 1210.02%0.05%0.06%Q4 2015Q2 201913
HUTCHENS INVESTMENT MANAGEMENT INC 13130.00%0.78%1.27%Q4 2014Q4 201713
Avidian Wealth Solutions, LLC 850.03%0.13%0.40%Q3 2019Q3 202313
Laird Norton Wetherby Trust Company, LLC 12121.12%1.43%1.94%Q4 2020Q3 202312
Core Wealth Advisors, Inc. 840.01%0.33%2.56%Q4 2019Q3 202312
Pacific Edge Advisors, LLC 12120.18%2.47%3.74%Q4 2018Q3 202112
Alerus Investment Advisors Corp 12120.00%0.60%2.27%Q2 2013Q1 201612
Visionary Asset Management, Inc. 1110.07%0.19%0.58%Q3 2013Q3 201812
New England Professional Planning Group Inc. 710.35%0.61%0.88%Q4 2014Q4 201912
RAND WEALTH, LLC 810.02%0.04%0.05%Q3 2013Q3 201812
I.G. INVESTMENT MANAGEMENT, LTD. 12120.01%0.07%0.18%Q3 2014Q2 201712
Vontobel Holding Ltd. 12120.00%0.01%0.02%Q4 2020Q3 202312
Lehman Financial Resources, Inc. 12120.05%0.07%0.09%Q4 2012Q3 201512
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1110.20%0.80%0.95%Q2 2013Q4 202212
ROVIN CAPITAL /UT/ /ADV 410.14%3.08%6.11%Q4 2019Q3 202312
Field & Main Bank 610.01%0.02%0.04%Q4 2013Q3 202312
TODD ASSET MANAGEMENT LLC 12120.17%0.20%0.28%Q2 2013Q1 201612
SAGE FINANCIAL GROUP INC 610.04%0.10%0.20%Q4 2015Q3 202312
Angeles Investment Advisors, LLC 1010.00%0.67%4.90%Q4 2018Q3 202312
Parkwood LLC 530.07%0.76%3.18%Q1 2014Q3 202012
Price Wealth, LLC 12122.80%4.57%6.09%Q4 2017Q3 202012
Friedenthal Financial 1020.25%0.43%1.26%Q4 2013Q3 202312
Sigma Investment Management Co 12127.54%9.53%10.61%Q1 2013Q4 201512
MONTAG A & ASSOCIATES INC 12120.01%0.03%0.06%Q4 2020Q3 202312
RS INVESTMENT MANAGEMENT CO LLC 12120.01%0.02%0.04%Q3 2013Q2 201612
KABOUTER MANAGEMENT, LLC 12127.07%22.02%39.92%Q4 2020Q3 202312
AFFINITY WEALTH MANAGEMENT LLC 910.12%0.35%1.50%Q2 2013Q4 201612
THOROUGHBRED FINANCIAL SERVICES, LLC 12120.04%0.12%0.39%Q4 2020Q3 202312
HARBOR ADVISORY CORP /MA/ 12120.52%0.75%0.93%Q4 2020Q3 202312
ASSET PLANNING CORPORATION 12122.52%3.46%4.53%Q4 2020Q3 202312
Gresham Partners, LLC 750.21%17.61%53.04%Q4 2014Q1 202012
EMERSON INVESTMENT MANAGEMENT, LLC 12122.52%2.99%3.35%Q2 2013Q1 201612
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 610.00%0.15%0.86%Q4 2014Q2 202012
Capula Management Ltd 310.03%13.63%44.96%Q4 2015Q2 202112
GERMAN AMERICAN BANCORP, INC. 12120.08%0.09%0.12%Q4 2020Q3 202312
Karp Capital Management Corp 610.01%0.68%1.61%Q4 2014Q2 202212
IMPAX ASSET MANAGEMENT LLC 840.02%0.22%0.76%Q3 2014Q3 201712
MANNING & NAPIER ADVISORS LLC 12120.00%0.06%0.45%Q4 2013Q3 201612
BUCKHEAD CAPITAL MANAGEMENT LLC 710.03%0.07%0.11%Q2 2013Q4 202112
Godshalk Welsh Capital Management, Inc. 840.15%0.20%0.27%Q1 2019Q2 202212
GENERAL ELECTRIC CO 12120.00%0.01%0.04%Q2 2013Q1 201612
Capital Planning Advisors, LLC 530.06%0.13%0.19%Q1 2017Q3 202312
RPg Family Wealth Advisory, LLC 410.01%0.04%0.21%Q4 2015Q1 202212
CULLINAN ASSOCIATES INC 12120.02%0.05%0.06%Q1 2015Q4 201712
Hoxton Financial, Inc. 12120.01%0.03%0.07%Q2 2013Q1 201612
WEST BANCORPORATION INC 840.48%0.97%1.87%Q4 2019Q3 202312
Colony Family Offices, LLC 12120.02%0.05%0.15%Q4 2020Q3 202312
Frank, Rimerman Advisors LLC 12120.32%0.53%0.84%Q4 2020Q3 202312
USA FINANCIAL FORMULAS 510.00%0.04%0.08%Q1 2018Q3 202312
Triasima Portfolio Management inc. 12120.08%0.10%0.15%Q4 2020Q3 202312
Smith Anglin Financial, LLC 12120.23%0.49%0.69%Q4 2020Q3 202312
D'Orazio & Associates, Inc. 12120.03%0.05%0.07%Q4 2018Q3 202112
B. Riley Financial, Inc. 12120.39%0.75%1.14%Q4 2015Q3 201812
Narwhal Capital Management 1020.03%0.16%0.23%Q2 2014Q1 202112
NewEdge Wealth, LLC 12121.34%2.03%3.31%Q4 2020Q3 202312
LCM Capital Management Inc 12124.38%4.87%5.58%Q4 2020Q3 202312
CEDAR HILL ASSOCIATES, LLC 610.04%0.13%0.35%Q2 2013Q4 201812
Strategic Financial Services, Inc, 1110.04%6.27%9.61%Q2 2013Q3 201812
Mayflower Financial Advisors, LLC 12120.09%0.12%0.24%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.14%0.15%0.17%Q4 2020Q3 202312
WealthTrust Fairport, LLC 750.00%0.01%0.02%Q2 2013Q1 201912
Alamar Capital Management, LLC 12121.51%1.78%2.66%Q4 2020Q3 202312
Wealth Dimensions Group, Ltd. 12120.12%0.25%0.40%Q4 2020Q3 202312
Palumbo Wealth Management LLC 12120.63%1.79%2.11%Q4 2020Q3 202312
Tacita Capital Inc 12120.02%0.09%0.17%Q4 2020Q3 202312
RGT Wealth Advisors, LLC 810.03%0.14%0.59%Q3 2016Q3 202212
True Link Financial Advisors, LLC 12120.27%0.32%0.39%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.15%0.27%0.45%Q4 2020Q3 202312
OAK FAMILY ADVISORS, LLC 12120.18%0.28%0.53%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.11%0.18%0.32%Q4 2020Q3 202312
CONSULTIVA WEALTH MANAGEMENT, CORP. 911.53%1.68%1.83%Q2 2019Q3 202312
COREPATH WEALTH PARTNERS LLC 12128.67%9.74%11.52%Q4 2020Q3 202312
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.14%0.64%1.06%Q4 2020Q3 202312
Connolly Sarah T. 12120.34%0.62%0.98%Q4 2020Q3 202312
Neuburgh Advisers LLC 12120.13%0.27%0.45%Q4 2016Q3 201912
CoreFirst Bank & Trust 12120.01%0.04%0.14%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12120.16%0.34%0.58%Q4 2020Q3 202312
SMITH HAYES Advisers, Inc 12120.12%0.18%0.28%Q2 2013Q1 201612
PARTNERS CAPITAL INVESTMENT GROUP, LLP 1020.06%0.67%2.05%Q4 2017Q4 202112
Tyers Asset Management LLC 12120.08%0.18%0.30%Q4 2016Q3 201912
Montis Financial, LLC 12120.50%0.67%0.89%Q4 2020Q3 202312
Glen Harbor Capital Management LLC 12120.04%0.08%0.13%Q4 2016Q3 201912
Orin Green Financial, LLC 12124.03%4.94%5.87%Q4 2020Q3 202312
Elk River Wealth Management, LLC 12120.06%0.14%0.24%Q4 2020Q3 202312
Flinton Capital Management LLC 12120.10%0.22%0.36%Q4 2016Q3 201912
Oakwell Private Wealth Management, LLC 12120.61%0.72%0.90%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.46%3.57%5.94%Q4 2020Q3 202312
Mariner Wealth Advisors-Cincinnati, LLC 12123.06%5.97%8.24%Q4 2015Q3 201812
West Financial Advisors, LLC 12120.01%0.07%0.12%Q4 2020Q3 202312
Fountainhead AM, LLC 12120.11%0.22%0.42%Q4 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.30%0.36%0.51%Q4 2020Q3 202312
Jaffetilchin Investment Partners, LLC 750.11%0.93%3.66%Q2 2013Q3 201812
Prosperity Planning, Inc. 12125.27%6.20%7.17%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.83%0.90%1.01%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.04%0.86%1.57%Q4 2020Q3 202312
Greenfield FTC, Inc. 12122.53%7.87%16.87%Q4 2020Q3 202312
MMA ASSET MANAGEMENT LLC 12120.51%2.51%7.20%Q4 2020Q3 202312
PEAK6 Group LLC 420.00%0.03%0.12%Q2 2013Q3 201612
Rede Wealth, LLC 12120.15%0.25%0.31%Q4 2020Q3 202312
Sightline Wealth Advisors, LLC 12120.28%0.45%0.64%Q4 2020Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12120.07%0.08%0.11%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Rex Capital Advisors, LLC 1110.40%1.21%7.55%Q2 2013Q4 202212
Galvin, Gaustad & Stein, LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.03%0.06%0.14%Q4 2020Q3 202312
Journey Advisory Group, LLC 12120.08%0.23%0.36%Q4 2020Q3 202312
WIT, LLC 12121.87%3.29%5.26%Q4 2020Q3 202312
Windward Private Wealth Management Inc. 12120.14%0.38%0.67%Q4 2020Q3 202312
Ridgewood Investments LLC 1020.08%0.20%0.26%Q3 2018Q2 202312
Wealthgate Family Office, LLC 12121.28%3.50%5.76%Q4 2020Q3 202312
Avestar Capital, LLC 620.01%1.24%3.20%Q4 2017Q3 202312
Global Financial Private Capital, Inc 12120.05%1.32%1.76%Q3 2017Q2 202012
Seelaus Asset Management LLC 930.16%0.36%0.60%Q4 2017Q4 202012
Bath Savings Trust Co 12120.03%0.04%0.05%Q4 2020Q3 202312
Ten Capital Wealth Advisors, LLC 12120.00%0.06%0.15%Q3 2020Q2 202312
MTM Investment Management, LLC 12120.00%0.08%0.33%Q4 2020Q3 202312
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1110.02%0.14%0.31%Q2 2017Q1 202212
Peak Capital Management LLC 12120.25%0.31%0.39%Q2 2017Q1 202012
Livingston Group Asset Management CO (operating as Southport Capital Management) 310.04%0.12%0.23%Q4 2013Q4 202112
Fullen Financial Group 12120.63%0.74%0.85%Q2 2020Q1 202312
Bellwether Advisors, LLC 12120.08%0.09%0.14%Q4 2020Q3 202312
Sunflower Bank, N.A. 12120.22%0.39%0.62%Q4 2020Q3 202312
Quantitative Advantage, LLC 610.45%1.05%2.16%Q2 2013Q3 201812
Intrua Financial, LLC 12120.15%0.22%0.33%Q2 2020Q1 202312
Aaron Wealth Advisors LLC 12120.62%1.14%1.85%Q4 2020Q3 202312
Annandale Capital, LLC 12120.55%1.59%3.15%Q4 2020Q3 202312
Southern Wealth Management, LLP 1110.17%0.50%2.27%Q4 2019Q1 202312
Trinity Financial Advisors LLC 12120.75%2.08%5.63%Q4 2020Q3 202312
Spotlight Asset Group, Inc. 814.32%5.55%6.99%Q4 2019Q3 202312
Fund Evaluation Group, LLC 1110.01%1.94%6.59%Q3 2016Q3 202312
Petix & Botte Co 810.14%0.16%0.18%Q4 2019Q3 202312
Aberdeen Wealth Management LLC 810.31%0.35%0.41%Q4 2019Q3 202312
Beacon Capital Management, Inc. 1010.00%0.00%0.00%Q4 2013Q3 202112
Cardinal Strategic Wealth Guidance 12120.01%0.08%0.14%Q4 2020Q3 202312
Alaska Wealth Advisors 930.00%1.74%7.70%Q4 2018Q3 202312
Parcion Private Wealth LLC 810.06%0.37%2.55%Q4 2019Q3 202312
Certified Advisory Corp 1110.04%0.08%0.18%Q4 2017Q1 202112
TIAA Kaspick, LLC 12120.52%7.96%16.88%Q4 2018Q3 202112
Beacon Financial Advisory LLC 12120.12%0.14%0.16%Q4 2020Q3 202312
Silvant Capital Management LLC 12120.02%0.02%0.02%Q1 2018Q4 202012
Winthrop Advisory Group LLC 12120.09%3.40%10.40%Q4 2017Q3 202012
CreativeOne Wealth, LLC 12120.15%0.20%0.24%Q4 2020Q3 202312
Wealth Alliance 710.12%0.61%2.33%Q1 2020Q2 202312
HBW ADVISORY SERVICES LLC 12120.32%0.45%0.71%Q1 2020Q4 202212
Curated Wealth Partners LLC 12120.17%0.42%1.44%Q4 2020Q3 202312
COLTON GROOME FINANCIAL ADVISORS, LLC 12120.26%2.37%6.45%Q4 2020Q3 202312
PSI Advisors, LLC 12120.06%0.17%0.30%Q4 2019Q3 202212
Golden State Wealth Management, LLC 930.09%0.15%0.28%Q1 2019Q1 202212
Main Street Financial Solutions, LLC 12120.21%0.34%0.55%Q4 2020Q3 202312
AQR Capital Management 720.00%0.01%0.05%Q4 2014Q2 201811
Community Financial Services Group, LLC 11110.14%0.17%0.20%Q2 2013Q4 201511
Pinnacle Summer Investments, Inc. 11110.04%0.10%0.16%Q2 2013Q4 201511
CT Financial Advisors LLC 1010.19%0.24%0.32%Q1 2014Q1 201711
McClarren Financial Advisors, Inc. 650.17%0.22%0.34%Q4 2020Q3 202311
Interchange Capital Partners, LLC 830.18%0.60%1.32%Q4 2020Q3 202311
Squar Milner Financial Services LLC 11110.21%0.94%1.98%Q4 2017Q2 202011
SIMMONS FIRST TRUST CO NA 11111.09%2.02%3.85%Q2 2013Q4 201511
Bogart Wealth, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Harvest Investment Services, LLC 610.11%0.20%0.63%Q1 2019Q2 202311
Castle Rock Wealth Management, LLC 740.12%0.18%0.32%Q3 2019Q2 202211
DAVIS-REA LTD. 11110.14%0.17%0.23%Q2 2013Q4 201511
CURIAN CAPITAL LLC 11110.03%0.05%0.07%Q2 2013Q4 201511
Bridgewater Advisors Inc. 11110.45%0.69%1.30%Q1 2021Q3 202311
Prime Capital Investment Advisors, LLC 810.00%0.01%0.03%Q2 2018Q3 202311
CORRADO ADVISORS, LLC 11110.12%0.41%0.94%Q1 2015Q3 201711
Newport Capital Group, LLC 920.88%1.58%1.75%Q4 2020Q3 202311
WEST CHESTER CAPITAL ADVISORS, INC 11110.34%1.46%4.36%Q2 2013Q4 201511
HYA Advisors, Inc 11110.13%0.19%0.24%Q4 2019Q2 202211
BBR PARTNERS, LLC 410.02%0.09%0.23%Q3 2014Q1 202311
Fi3 FINANCIAL ADVISORS, LLC 11112.64%4.36%9.22%Q1 2021Q3 202311
Banco Santander, S.A. 650.00%0.01%0.05%Q1 2017Q1 202111
Pallas Capital Advisors LLC 11110.06%0.38%1.49%Q1 2021Q3 202311
Cornerstone Wealth Advisors, Inc. 11110.09%0.13%0.17%Q1 2021Q3 202311
Claybrook Capital, LLC 830.11%1.02%1.68%Q4 2017Q1 202211
Royal Fund Management, LLC 310.00%0.32%1.41%Q1 2017Q3 202311
WESTPAC BANKING CORP 710.00%0.00%0.01%Q2 2013Q4 201811
Kovitz Investment Group, LLC 11110.05%0.06%0.08%Q2 2013Q4 201511
Koss-Olinger Consulting, LLC 11110.06%0.08%0.10%Q1 2021Q3 202311
TD Ameritrade Trust Co 11111.16%2.64%3.40%Q2 2013Q4 201511
Affinity Capital Advisors, LLC 11110.07%0.26%0.75%Q4 2019Q2 202211
Nachman Norwood & Parrott, Inc 11110.06%0.12%0.23%Q4 2018Q2 202111
Triangle Securities Wealth Management 1010.15%0.18%0.21%Q2 2013Q1 201611
MIRSKY FINANCIAL MANAGEMENT CORP. 650.43%0.99%1.62%Q4 2018Q4 202111
Sterneck Capital Management, LLC 920.15%0.30%0.60%Q1 2015Q3 201811
VALLEY NATIONAL ADVISERS INC 710.00%0.01%0.03%Q4 2014Q4 201911
ALBION FINANCIAL GROUP /UT 1010.01%0.02%0.04%Q4 2020Q3 202311
GFG Capital, LLC 720.05%0.09%0.16%Q4 2019Q3 202311
Spire Wealth Management 11110.31%0.42%0.57%Q1 2021Q3 202311
Pinnacle Holdings, LLC 420.59%1.61%2.66%Q2 2017Q3 202011
AGF INVESTMENTS INC. 11110.02%0.10%0.20%Q2 2013Q4 201511
TRUEWEALTH LLC 11111.45%2.44%3.82%Q4 2017Q2 202011
4Thought Financial Group Inc. 11113.39%3.75%3.98%Q1 2021Q3 202311
Narus Financial Partners, LLC 740.25%0.56%0.82%Q4 2016Q3 202311
Piscataqua Savings Bank 11110.04%0.04%0.05%Q1 2021Q3 202311
Avalon Investment & Advisory 510.01%0.03%0.06%Q2 2015Q1 202011
LITTLE HOUSE CAPITAL LLC 740.18%0.94%2.17%Q4 2018Q3 202311
RBF Capital, LLC 830.10%0.22%0.28%Q4 2018Q3 202211
Shepherd Financial Partners LLC 11110.06%0.18%0.38%Q2 2017Q4 201911
NewFocus Financial Group, LLC 11110.13%0.46%1.65%Q4 2013Q2 201611
Commonwealth Financial Services, LLC 1010.17%1.56%12.09%Q4 2014Q3 202311
AVALON CAPITAL MANAGEMENT 810.42%1.54%5.05%Q2 2013Q3 201711
Bard Financial Services, Inc. 11110.05%0.06%0.08%Q4 2020Q2 202311
RUSSELL FRANK CO/ 11110.00%0.00%0.02%Q3 2013Q1 201611
GRIES FINANCIAL LLC 11110.07%0.50%0.73%Q1 2021Q3 202311
Nationwide Fund Advisors 420.00%0.00%0.01%Q2 2013Q4 201611
Advisors Preferred, LLC 310.68%4.21%8.92%Q2 2015Q2 202311
Berger Financial Group, Inc 740.06%0.10%0.15%Q4 2020Q3 202311
MBA Advisors LLC 11110.51%0.72%0.88%Q1 2021Q3 202311
Hudson Portfolio Management LLC 11110.28%0.44%0.67%Q1 2021Q3 202311
Northstar Group, Inc. 11110.12%0.14%0.18%Q1 2021Q3 202311
True North Advisors, LLC 11110.06%0.10%0.22%Q4 2019Q2 202211
TCG Advisory Services, LLC 11110.06%0.13%0.27%Q1 2021Q3 202311
One Day In July LLC 830.04%0.14%0.30%Q4 2018Q1 202211
Willingdon Wealth Management 11110.00%0.01%0.02%Q3 2017Q1 202011
Fulcrum Capital LLC 650.18%0.51%0.92%Q4 2018Q1 202211
Ameritas Investment Company, LLC 11110.01%0.18%0.44%Q1 2019Q3 202111
Faithward Advisors, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Cedar Brook Financial Partners, LLC 830.05%0.39%0.70%Q4 2018Q3 202311
Wallington Asset Management, LLC 11110.30%5.05%7.81%Q2 2013Q4 201511
Consolidated Planning Corp 610.05%0.16%0.40%Q4 2019Q3 202311
WestHill Financial Advisors, Inc. 920.13%0.17%0.28%Q4 2020Q3 202311
New England Investment & Retirement Group, Inc. 710.00%0.70%4.25%Q3 2014Q1 202011
GoalVest Advisory LLC 830.02%0.19%0.65%Q4 2020Q4 202311
Sage Mountain Advisors LLC 11110.16%0.24%0.34%Q1 2021Q3 202311
First Eagle Investment Management, LLC 11110.00%0.01%0.01%Q4 2013Q2 201611
PACIFIC CAPITAL WEALTH ADVISORS, INC 810.05%0.10%0.15%Q4 2019Q1 202311
Kavar Capital Partners, LLC 310.06%0.09%0.15%Q4 2013Q3 202011
Advisor OS, LLC 11110.26%0.66%3.32%Q1 2021Q3 202311
Hudson Capital Management LLC 910.12%0.45%1.73%Q4 2017Q4 202211
SAGE RHINO CAPITAL LLC 740.12%0.20%0.34%Q1 2019Q3 202311
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 11110.11%0.14%0.20%Q1 2021Q3 202311
GUARDIAN CAPITAL LP 11110.03%0.19%0.37%Q1 2019Q3 202111
Innova Wealth Partners 11110.14%1.61%4.04%Q4 2020Q2 202311
NEW YORK STATE COMMON RETIREMENT FUND 820.00%0.01%0.02%Q3 2014Q3 202310
NORTHSTAR WEALTH PARTNERS LLC 410.09%0.21%0.50%Q1 2017Q2 202010
Accel Wealth Management 10100.01%0.02%0.04%Q4 2020Q1 202310
TIEDEMANN TRUST CO 910.08%0.37%2.49%Q2 2013Q4 201510
One Wealth Advisors, LLC 610.03%0.53%2.57%Q4 2018Q4 202210
COOPERMAN LEON G 10100.22%0.28%0.33%Q2 2021Q3 202310
MADDEN SECURITIES Corp 810.02%0.20%0.41%Q4 2019Q4 202210
Cutter & CO Brokerage, Inc. 510.08%0.14%0.24%Q2 2015Q3 201910
Solstein Capital, LLC 510.00%0.25%1.02%Q4 2019Q3 202310
FAGAN ASSOCIATES, INC. 10100.31%0.66%0.86%Q4 2017Q1 202010
Constellation Wealth Advisors, LLC 10100.03%2.09%8.43%Q2 2013Q3 201510
Pine River Capital Management L.P. 410.06%0.68%1.13%Q2 2013Q1 201510
GODSEY & GIBB, INC 910.00%0.04%0.05%Q1 2019Q2 202310
Employees Retirement System of Texas 550.00%0.06%0.19%Q4 2019Q2 202210
D L CARLSON INVESTMENT GROUP INC 910.06%0.62%1.79%Q4 2019Q3 202310
CAMG Solamere Management, LLC 510.14%0.46%0.90%Q4 2016Q4 201910
Essex Private Wealth Management, LLC 10100.82%1.20%2.35%Q4 2019Q1 202210
ZEVENBERGEN CAPITAL INVESTMENTS LLC 730.01%0.01%0.02%Q1 2014Q3 201610
EPG Wealth Management LLC 520.07%0.10%0.17%Q4 2019Q3 202310
FIRST NATIONAL CORP /MA/ /ADV 420.03%0.24%0.66%Q4 2018Q3 202310
PDT Partners, LLC 710.02%0.08%0.26%Q3 2014Q1 201810
TANAKA CAPITAL MANAGEMENT INC 10100.01%0.02%0.02%Q2 2021Q3 202310
DRW Securities, LLC 710.12%1.62%4.48%Q1 2018Q2 202210
Portfolio Solutions, LLC 550.01%0.02%0.04%Q1 2017Q2 202210
CITY NATIONAL BANK 10100.07%0.10%0.15%Q2 2013Q3 201510
Next Capital Management LLC 640.14%0.22%0.37%Q4 2018Q3 202310
QCM Cayman, Ltd. 310.18%1.88%8.68%Q2 2014Q1 202310
Signature Financial Management, Inc. 810.01%0.16%0.24%Q2 2013Q4 201810
Brick & Kyle, Associates 10100.01%0.01%0.01%Q4 2014Q1 201710
Tidal Investments LLC 410.04%0.73%1.99%Q4 2018Q2 202310
Concorde Asset Management, LLC 10100.36%0.70%1.60%Q4 2014Q1 201710
PHH Investments, Ltd. 10104.94%6.32%9.98%Q3 2017Q4 201910
TFC Financial Management, Inc. 10100.00%0.08%0.16%Q2 2021Q3 202310
JUMP TRADING, LLC 440.12%0.64%3.76%Q2 2019Q1 202010
MID CONTINENT CAPITAL LLC/IL 10100.08%0.10%0.14%Q2 2013Q3 201510
Sage Financial Management Group, Inc. 613.75%5.39%8.04%Q4 2020Q3 202310
Argentus Capital Management, LLC 610.09%0.16%0.45%Q2 2013Q3 201610
PineBridge Investments, L.P. 10100.11%0.24%0.61%Q2 2013Q3 201510
Financial Partners Group, Inc 910.06%0.11%0.15%Q1 2021Q3 202310
Inlet Private Wealth, LLC 910.06%0.07%0.08%Q4 2019Q2 202210
Lifeworks Advisors, LLC 880.00%0.60%2.55%Q4 2021Q3 202310
Nationwide Asset Management LLC 10100.41%24.22%42.60%Q4 2019Q1 202210
Lake Point Wealth Management 520.00%0.01%0.03%Q4 2018Q2 202210
CGN Advisors LLC 620.03%0.06%0.09%Q4 2020Q4 202310
CHATHAM CAPITAL GROUP, INC. 640.06%0.35%1.13%Q3 2014Q3 201810
MONEY CONCEPTS CAPITAL CORP 820.01%0.50%1.60%Q4 2020Q3 202310
STRATTON MANAGEMENT CO 10100.01%0.04%0.09%Q3 2013Q4 201510
First Bancorp, Inc /ME/ 910.99%1.25%1.53%Q1 2021Q3 202310
Blue Barn Wealth, LLC 10100.25%0.32%0.53%Q2 2021Q3 202310
Delos Wealth Advisors, LLC 10100.16%0.20%0.24%Q2 2021Q3 202310
Chanos & Co LP 771.22%2.93%7.44%Q1 2017Q3 201810
Bank of New Hampshire 10100.55%0.66%0.75%Q2 2021Q3 202310
Monte Financial Group, LLC 910.26%0.38%0.67%Q1 2018Q3 202310
Perennial Investment Advisors, LLC 510.06%0.13%0.20%Q4 2019Q3 202310
Cable Hill Partners, LLC 910.00%0.02%0.18%Q4 2014Q1 202010
Hefty Wealth Partners 10100.19%0.53%1.00%Q4 2015Q1 201810
ACAS, LLC 642.54%2.79%2.97%Q1 2021Q3 202310
EMFO, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
HC FINANCIAL ADVISORS INC 10100.04%0.09%0.24%Q1 2020Q2 202210
Bordeaux Wealth Advisors LLC 730.16%0.25%0.38%Q4 2020Q3 202310
Eudaimonia Partners, LLC 610.02%0.10%0.39%Q4 2019Q2 202310
ARGUS INVESTORS' COUNSEL, INC. 640.11%0.16%0.19%Q1 2021Q3 202310
NorthCoast Asset Management LLC 10100.54%0.70%0.96%Q2 2019Q3 202110
GPS Wealth Strategies Group, LLC 730.02%0.02%0.03%Q1 2021Q3 202310
Syverson Strege & Co 10100.04%0.10%0.15%Q4 2020Q1 202310
Aurora Private Wealth, Inc. 610.08%0.20%0.36%Q4 2019Q3 202310
SVB Investment Services Inc. 10102.28%3.09%4.28%Q4 2019Q1 202210
Corbenic Partners LLC 10100.05%0.08%0.12%Q4 2014Q1 201710
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 642.16%16.18%49.34%Q3 2013Q1 201610
Westshore Wealth, LLC 10100.93%1.10%1.59%Q1 2021Q2 202310
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10100.26%0.55%0.91%Q4 2017Q1 202010
Berkshire Money Management, Inc. 610.00%9.96%23.40%Q2 2013Q3 202310
Retirement Planning Group, LLC 10100.13%0.63%1.02%Q2 2013Q3 201510
HARBOUR INVESTMENTS, INC. 640.02%0.04%0.06%Q1 2021Q3 202310
Stonebridge Financial Planning Group, LLC 990.01%0.01%0.01%Q4 2019Q4 20219
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 210.00%0.00%0.00%Q2 2013Q1 20209
MAGNOLIA CAPITAL MANAGEMENT LTD 630.06%0.45%0.77%Q4 2019Q2 20229
FLAGSTAR ADVISORS INC 991.60%1.80%1.90%Q3 2021Q3 20239
Stanford Investment Group, Inc. 990.01%0.07%0.10%Q4 2014Q4 20169
Stellar Capital Management, LLC 710.11%2.56%3.48%Q4 2013Q2 20209
Van Cleef Asset Management,Inc 810.05%0.06%0.08%Q4 2016Q1 20209
CS MCKEE LP 510.02%0.12%0.34%Q2 2016Q4 20199
State of New Jersey Common Pension Fund D 810.95%3.26%18.15%Q1 2014Q2 20179
Clear Harbor Asset Management, LLC 310.00%0.01%0.03%Q2 2013Q3 20239
O'Brien Greene & Co. Inc 540.10%0.13%0.22%Q4 2018Q1 20219
Kozak & Associates, Inc. 990.04%0.05%0.07%Q3 2021Q3 20239
Financial & Tax Architects, LLC 540.17%2.97%5.63%Q1 2021Q3 20239
Single Point Partners, LLC 410.06%0.16%0.55%Q4 2019Q4 20229
Elmwood Wealth Management, Inc. 410.01%0.01%0.02%Q4 2018Q4 20219
Eidelman Virant Capital 990.18%0.22%0.29%Q3 2020Q3 20229
UNITED BANK, INC. 720.12%0.21%0.33%Q2 2013Q1 20169
Laidlaw Wealth Management LLC 310.09%0.14%0.20%Q2 2020Q3 20239
CenturyLink Investment Management Co 720.24%3.40%10.09%Q2 2013Q3 20159
Lionsbridge Wealth Management LLC 541.58%2.47%3.33%Q4 2020Q3 20239
ZWJ INVESTMENT COUNSEL INC 410.01%0.09%0.20%Q1 2017Q3 20239
HawsGoodwin Investment Management LLC 990.34%0.96%1.12%Q4 2019Q4 20219
Cambria Investment Management, L.P. 990.13%1.03%1.68%Q3 2017Q3 20199
COMMERZBANK AKTIENGESELLSCHAFT /FI 990.00%0.00%0.01%Q4 2017Q4 20199
SMITH SHELLNUT WILSON LLC /ADV 630.16%1.01%1.44%Q4 2016Q1 20199
Fusion Investment Group, LLC 990.02%1.46%5.03%Q4 2013Q4 20159
NICOLET ADVISORY SERVICES, LLC 520.03%0.08%0.32%Q4 2019Q3 20239
Integrated Wealth Management 990.24%0.26%0.32%Q1 2015Q1 20179
Newbridge Financial Services Group, Inc. 990.00%0.02%0.03%Q3 2021Q3 20239
Independent Wealth Network Inc. 990.30%0.33%0.38%Q3 2021Q3 20239
Parametric Risk Advisors LLC 990.01%0.15%0.39%Q1 2014Q1 20169
Bromfield Sneider Wealth Advisors 990.23%0.29%0.36%Q4 2021Q4 20239
Dentgroup LLC 991.06%1.22%1.42%Q4 2021Q4 20239
Badgley Phelps Wealth Managers, LLC 994.76%4.99%5.33%Q3 2021Q3 20239
Legacy Advisors, LLC 410.05%0.11%0.20%Q3 2017Q1 20229
Catamount Wealth Management 990.00%0.01%0.04%Q4 2014Q4 20169
SUSQUEHANNA TRUST & INVESTMENT CO 990.13%0.17%0.18%Q2 2013Q2 20159
ALLSTATE CORP 810.07%0.50%1.96%Q2 2014Q4 20229
Capital Group Private Client Services, Inc. 990.01%0.04%0.12%Q3 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.19%0.24%0.31%Q3 2021Q3 20239
Trilogy Capital Inc. 810.02%0.04%0.07%Q1 2021Q3 20239
AMERICAN NATIONAL BANK & TRUST CO /VA/ 990.23%0.67%0.92%Q2 2013Q2 20159
BEACON TRUST CO 720.03%0.04%0.06%Q1 2013Q2 20159
TNF LLC 990.35%0.40%0.44%Q3 2021Q3 20239
STRINGER ASSET MANAGEMENT, LLC 990.59%2.83%5.19%Q4 2013Q4 20159
MONECO Advisors, LLC 990.09%0.15%0.21%Q3 2020Q3 20229
WC Walker & Associates, Inc. 990.23%0.31%0.35%Q4 2020Q4 20229
Donald L. Hagan, LLC 710.02%0.16%0.22%Q3 2015Q4 20199
Astor Investment Management LLC 992.62%3.88%5.32%Q1 2014Q1 20169
First City Capital Management, Inc. 990.03%0.05%0.08%Q1 2014Q1 20169
Destiny Wealth Partners, LLC 990.10%0.20%0.25%Q4 2020Q4 20229
Cypress Wealth Advisors LLC 990.20%1.19%2.91%Q2 2015Q2 20179
Loudon Investment Management, LLC 990.20%0.21%0.22%Q4 2013Q4 20159
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 510.03%0.11%0.38%Q3 2020Q3 20239
Reservoir Operations, L.P. 990.20%0.24%0.28%Q4 2013Q4 20159
MBL Wealth, LLC 720.06%0.58%4.38%Q4 2020Q3 20239
Crosspoint Capital Strategies, LLC 990.01%0.20%1.21%Q4 2013Q4 20159
Portfolio Strategies Inc 510.22%1.87%3.69%Q4 2013Q4 20179
High Net Worth Advisory Group LLC 990.02%0.21%0.36%Q4 2021Q4 20239
JGP Wealth Management, LLC 810.04%0.65%5.41%Q4 2018Q1 20229
Stegner Investment Associates Inc. 990.98%3.02%4.20%Q3 2020Q3 20229
MANAGED ACCOUNT ADVISORS LLC 990.11%0.40%0.88%Q2 2013Q2 20159
WHV Investments, Inc. 330.00%0.49%1.82%Q2 2013Q4 20159
RFG Advisory, LLC 810.02%0.11%0.36%Q2 2015Q3 20239
JCIC Asset Management Inc. 994.45%4.74%5.07%Q2 2015Q2 20179
Elwood & Goetz Wealth Advisory Group, LLC 540.07%0.18%0.34%Q4 2018Q3 20239
FOUNDERS FINANCIAL SECURITIES LLC 511.78%4.16%7.39%Q4 2013Q2 20179
Clearstead Trust, LLC 990.01%0.02%0.06%Q3 2021Q3 20239
LOWE BROCKENBROUGH & CO INC 990.08%0.10%0.14%Q3 2021Q3 20239
Private Advisory Group LLC 720.11%1.86%4.05%Q4 2016Q2 20239
Pinnacle Wealth Management Advisory Group, LLC 510.03%0.15%0.27%Q4 2018Q3 20239
Nan Shan Life Insurance Co., Ltd. 720.06%0.20%0.42%Q1 2016Q4 20189
STERNE AGEE GROUP, INC. 881.11%2.07%4.14%Q2 2013Q1 20158
RIVERSEDGE ADVISORS, LLC 880.08%0.09%0.10%Q4 2021Q3 20238
Morling Financial Advisors, LLC 880.00%0.13%0.30%Q4 2021Q3 20238
CAPITAL PERFORMANCE ADVISORS LLP 880.11%0.13%0.16%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.45%0.53%0.68%Q4 2021Q3 20238
BRIGGS ADVISORY GROUP, INC. 881.01%1.19%1.52%Q4 2021Q3 20238
MKT Advisors LLC 880.20%0.50%0.87%Q4 2021Q3 20238
PACK Private Wealth, LLC 880.16%0.20%0.25%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 880.61%0.88%1.20%Q4 2021Q3 20238
BEACON INVESTMENT ADVISORY SERVICES, INC. 610.01%0.06%0.16%Q2 2015Q3 20218
Princeton Portfolio Strategies Group LLC 510.15%0.26%0.47%Q2 2017Q1 20208
Alta Wealth Advisors LLC 880.15%0.19%0.23%Q4 2020Q3 20228
Truvestments Capital LLC 410.00%0.12%0.29%Q3 2018Q3 20228
Gary Goldberg Planning Services Inc 880.47%0.51%0.64%Q1 2013Q4 20148
First PREMIER Bank 410.00%0.02%0.03%Q3 2016Q2 20228
DROMS STRAUSS ADVISORS INC /MO/ /ADV 530.16%0.47%1.15%Q4 2018Q1 20218
SC&H Financial Advisors, Inc. 880.28%0.33%0.44%Q4 2021Q3 20238
Wealthfront Advisers LLC 530.00%0.00%0.00%Q4 2018Q3 20238
CCG WEALTH MANAGEMENT, LLC 620.14%2.05%3.53%Q4 2018Q2 20228
INNEALTA CAPITAL, LLC 880.27%0.30%0.36%Q4 2021Q3 20238
New Legacy Group, LLC 880.11%0.96%1.43%Q4 2021Q3 20238
UNIONVIEW, LLC 881.79%1.98%2.31%Q4 2021Q3 20238
Newfoundland Capital Management 410.07%3.40%7.01%Q3 2017Q3 20228
Missouri Trust & Investment Co 880.28%0.41%0.53%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.02%0.03%0.04%Q4 2021Q3 20238
Leverty Financial Group, LLC 882.54%3.33%4.14%Q4 2021Q3 20238
PAYDEN & RYGEL 880.02%0.39%0.86%Q2 2013Q1 20158
AHL INVESTMENT MANAGEMENT, INC. 880.29%0.32%0.36%Q4 2021Q3 20238
Jackson, Grant Investment Advisers, Inc. 620.00%0.04%0.06%Q4 2015Q4 20188
Allie Family Office LLC 8810.60%12.26%13.43%Q4 2021Q3 20238
SFG Wealth Management, LLC. 880.27%0.32%0.39%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.06%0.29%0.64%Q4 2021Q3 20238
Hoese & Co LLP 880.05%0.05%0.06%Q1 2022Q4 20238
Gould Capital, LLC 880.07%4.46%7.39%Q4 2021Q3 20238
Core Alternative Capital 882.12%2.42%2.74%Q1 2020Q4 20218
Realta Investment Advisors 420.01%0.03%0.07%Q1 2019Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.94%1.68%2.61%Q4 2021Q3 20238
HOLDERNESS INVESTMENTS CO 410.09%0.10%0.11%Q3 2020Q1 20238
NATIONAL BANK OF CANADA /FI/ 880.02%0.06%0.11%Q4 2021Q3 20238
Daniels&Tansey,LLP 880.34%0.39%0.45%Q3 2020Q2 20228
Global Atlantic Investment Advisors, LLC 884.67%11.77%14.31%Q4 2014Q3 20168
Pitti Group Wealth Management, LLC 887.50%8.50%9.17%Q4 2021Q3 20238
Operose Advisors LLC 880.08%0.13%0.22%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 881.44%2.57%4.52%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.44%0.51%0.54%Q1 2017Q4 20188
GREENUP STREET WEALTH MANAGEMENT LLC 880.45%0.84%1.58%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.66%0.84%1.00%Q4 2021Q3 20238
Archvest Wealth Advisors, Inc. 880.42%0.65%0.84%Q4 2021Q3 20238
Chemistry Wealth Management LLC 880.14%0.17%0.23%Q4 2021Q3 20238
Rise Advisors, LLC 880.02%0.03%0.05%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.07%0.23%0.30%Q4 2021Q3 20238
WIPFLI FINANCIAL ADVISORS LLC, 880.03%0.07%0.18%Q4 2020Q3 20228
EverSource Wealth Advisors, LLC 880.26%0.61%0.95%Q4 2021Q3 20238
Prosperity Consulting Group, LLC 880.30%0.38%0.44%Q4 2021Q3 20238
Mechanics Financial Corp 887.10%7.43%8.00%Q4 2021Q3 20238
Red Tortoise LLC 440.60%0.67%0.77%Q3 2021Q3 20238
STARR INTERNATIONAL CO INC 620.52%1.75%4.20%Q2 2013Q1 20188
City State Bank 880.09%0.10%0.12%Q4 2021Q3 20238
HFG Advisors, Inc. 881.57%1.65%1.76%Q4 2021Q3 20238
Concord Wealth Partners 880.06%0.08%0.09%Q4 2021Q3 20238
HB Wealth Management, LLC 880.12%0.13%0.15%Q4 2021Q3 20238
EAGLE ROCK INVESTMENT COMPANY, LLC 880.24%0.28%0.36%Q4 2021Q3 20238
Forum Financial Management, LP 880.02%0.04%0.05%Q4 2021Q3 20238
Richwood Investment Advisors, LLC 882.27%2.46%2.60%Q4 2021Q3 20238
Capasso Planning Partners LLC 880.42%0.59%0.86%Q4 2021Q3 20238
Barrington Strategic Wealth Management Group LLC 620.51%1.33%1.92%Q2 2013Q3 20168
OAK HARBOR WEALTH PARTNERS, LLC 880.26%0.29%0.32%Q4 2021Q3 20238
Quent Capital, LLC 881.51%1.67%1.86%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 880.06%0.11%0.16%Q4 2021Q3 20238
Resurgent Financial Advisors LLC 880.08%0.25%0.75%Q4 2021Q3 20238
Ascent Group, LLC 880.03%0.05%0.08%Q4 2021Q3 20238
Security Financial Services, INC. 880.24%0.42%0.62%Q4 2021Q3 20238
DEARBORN CAPITAL MANAGEMENT LLC 886.16%7.21%8.96%Q4 2016Q3 20188
EASTERLY INVESTMENT PARTNERS LLC 880.07%0.08%0.10%Q4 2021Q3 20238
Flower City Capital 884.60%5.44%6.38%Q4 2021Q3 20238
Relative Value Partners, LLC 880.04%0.06%0.09%Q2 2013Q1 20158
Latigo Investments, LLC 887.62%11.08%14.32%Q4 2021Q3 20238
Clientfirst Wealth Management, LLC 880.33%0.43%0.51%Q4 2021Q3 20238
Kerntke Otto McGlone Wealth Management Group 710.04%0.16%0.23%Q4 2019Q4 20228
Cabot-Wellington, LLC 880.18%0.23%0.42%Q2 2013Q1 20158
Aspire Wealth Management Corp 880.00%0.00%0.00%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.01%0.01%0.01%Q4 2021Q3 20238
Hartford Financial Management Inc. 710.01%0.01%0.01%Q3 2017Q4 20198
Coury Firm Asset Management LLC 8813.17%18.26%22.04%Q4 2021Q3 20238
Objective Capital Management, LLC 880.46%0.57%0.63%Q4 2021Q3 20238
Investmark Advisory Group LLC 880.28%0.34%0.44%Q4 2021Q3 20238
Empirical Asset Management, LLC 880.52%0.59%0.69%Q4 2021Q3 20238
Warwick Investment Management, Inc. 881.00%2.76%4.82%Q4 2021Q3 20238
Sanford Advisory Services, LLC 710.06%0.12%0.18%Q4 2020Q4 20228
LTG Capital LLC 881.47%2.63%2.94%Q4 2021Q3 20238
CRA Financial Services, LLC 530.08%0.14%0.26%Q4 2018Q2 20218
GRAND WEALTH MANAGEMENT, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
ASB Consultores, LLC 880.70%1.08%1.52%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.03%0.06%0.15%Q4 2021Q3 20238
Huber Financial Advisors, LLC 440.09%0.16%0.25%Q4 2017Q4 20198
OLYMPUS WEALTH MANAGEMENT, LLC 881.39%5.49%17.79%Q4 2021Q3 20238
Trexquant Investment LP 310.02%0.05%0.18%Q3 2019Q4 20228
TD Waterhouse Canada Inc. 880.03%0.03%0.05%Q4 2021Q3 20238
Bank of Kentucky, Inc. 880.04%0.06%0.10%Q2 2013Q1 20158
American Trust 880.05%0.09%0.18%Q4 2021Q3 20238
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 880.00%0.02%0.05%Q4 2020Q3 20228
IMS Capital Management 610.24%0.32%0.61%Q3 2013Q2 20168
Maven Securities LTD 410.03%0.16%0.62%Q4 2019Q1 20238
PFS Partners, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
QUANTUM CAPITAL MANAGEMENT 710.07%0.10%0.24%Q2 2013Q4 20158
Pillar Wealth Advisors, LLC 880.25%0.29%0.34%Q4 2021Q3 20238
CUE ADVISORY SERVICES, INC. 530.20%0.41%1.05%Q4 2014Q3 20188
FIRST COMMUNITY TRUST NA 880.13%0.16%0.19%Q4 2021Q3 20238
Lucia Wealth Services, LLC 880.00%0.02%0.09%Q4 2017Q3 20198
Jane Street Holding, LLC 330.02%1.05%2.59%Q2 2013Q4 20138
Cornerstone Investment Partners, LLC 880.02%0.04%0.09%Q1 2020Q4 20218
HORIZON BANCORP INC /IN/ 440.03%0.26%1.03%Q4 2019Q3 20238
TI-TRUST, INC 880.42%0.47%0.50%Q4 2021Q3 20238
SlateStone Wealth, LLC 710.05%0.22%0.41%Q4 2019Q3 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 880.08%0.20%0.28%Q2 2013Q1 20158
Cornerstone Wealth Group, LLC 530.26%1.38%2.59%Q1 2019Q4 20218
Secrest Blakey & Associates, LLC 882.31%2.47%2.63%Q4 2017Q3 20198
Financial Strategies Group, Inc. 880.09%0.17%0.23%Q3 2020Q2 20228
FAIRFIELD, BUSH & CO. 710.02%0.10%0.14%Q1 2018Q2 20228
MARIETTA INVESTMENT PARTNERS LLC 880.10%0.14%0.19%Q1 2014Q4 20158
Weil Company, Inc. 620.23%0.27%0.31%Q4 2017Q4 20198
TOWNSQUARE CAPITAL LLC 880.02%0.04%0.05%Q4 2021Q3 20238
RE Dickinson Investment Advisors, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Hall Kathryn A. 531.69%2.05%2.47%Q1 2019Q3 20238
GIRARD SECURITIES, INC. 880.52%0.59%0.75%Q4 2015Q3 20178
L. Roy Papp & Associates, LLP 880.07%0.08%0.08%Q2 2013Q1 20158
Investors Financial Group, LLC 710.18%0.29%0.65%Q4 2019Q4 20218
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 880.02%0.03%0.03%Q3 2019Q2 20218
BAIRD ROBERT W & CO INC /WI/ 880.19%0.24%0.29%Q2 2013Q1 20158
HighTower Trust Company, N.A. 320.02%0.03%0.04%Q2 2013Q4 20168
Garrison Asset Management, LLC 880.27%0.31%0.38%Q4 2018Q3 20208
WEALTHFRONT Corp 530.00%0.00%0.01%Q1 2015Q3 20188
SOUTH GEORGIA CAPITAL, LLC 880.97%2.85%4.61%Q4 2013Q3 20158
King Wealth Management Group 880.16%0.52%0.86%Q3 2013Q2 20158
Lombard Odier Transatlantic Ltd 880.41%0.48%0.54%Q4 2014Q3 20168
S&CO INC 880.04%0.04%0.04%Q2 2018Q1 20208
Allspring Global Investments Holdings, LLC 880.09%0.10%0.10%Q4 2021Q3 20238
DB Fitzpatrick & Co, Inc 881.55%1.73%1.91%Q4 2021Q3 20238
CWA Asset Management Group, LLC 710.02%0.03%0.06%Q1 2020Q2 20228
Topel & Distasi Wealth Management, LLC 880.23%0.26%0.28%Q4 2021Q3 20238
B & T Capital Management DBA Alpha Capital Management 880.08%0.12%0.21%Q1 2018Q4 20198
MARYLAND CAPITAL ADVISORS INC. 880.12%0.17%0.22%Q4 2021Q3 20238
Threshold Group LLC 882.06%2.83%4.29%Q4 2015Q3 20178
WESPAC Advisors SoCal, LLC 530.00%0.01%0.03%Q1 2017Q1 20198
Keystone Wealth Services, LLC 880.14%0.29%0.33%Q4 2021Q3 20238
Caerus Investment Advisors, LLC 885.74%6.79%8.28%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
TRIANGLE PEAK PARTNERS, LP 8816.74%24.86%30.99%Q4 2013Q3 20158
NORTH AMERICAN MANAGEMENT CORP 610.04%0.06%0.18%Q1 2014Q4 20168
Brewster Financial Planning LLC 8819.11%20.15%21.40%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.83%1.03%1.26%Q4 2021Q3 20238
Pine Haven Investment Counsel, Inc 880.70%0.74%0.76%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.07%0.15%0.33%Q4 2021Q3 20238
MCMILLION CAPITAL MANAGEMENT INC 410.01%0.01%0.02%Q2 2019Q2 20238
Washington Trust Advisors, Inc. 880.12%0.17%0.23%Q4 2021Q3 20238
Cedar Wealth Management, LLC 880.09%0.10%0.11%Q1 2020Q4 20218
Amplius Wealth Advisors, LLC 880.14%0.15%0.17%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.10%0.12%0.21%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.01%0.02%Q4 2021Q3 20238
Austin Asset Management Co Inc 880.08%0.10%0.15%Q4 2021Q3 20238
Index Fund Advisors, Inc. 880.02%0.03%0.06%Q4 2021Q3 20238
Thrive Wealth Management, LLC 880.49%0.68%1.12%Q4 2021Q3 20238
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 881.12%2.73%3.96%Q4 2015Q3 20178
First Allied Asset Management, Inc. 880.03%0.27%0.50%Q2 2013Q1 20158
Long Run Wealth Advisors, LLC 880.12%0.41%0.97%Q4 2021Q3 20238
ML & R WEALTH MANAGEMENT LLC 880.51%0.71%0.95%Q4 2021Q3 20238
Henrickson Nauta Wealth Advisors, Inc. 880.30%0.37%0.43%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Wedmont Private Capital 880.09%0.12%0.20%Q4 2021Q3 20238
Horizon Investment Services, LLC 440.12%0.15%0.17%Q1 2015Q3 20238
Manhattan West Asset Management, LLC 880.69%0.95%1.51%Q4 2021Q3 20238
Glovista Investments LLC 710.05%0.31%1.47%Q2 2013Q4 20228
Savior LLC 710.19%0.30%0.67%Q4 2019Q3 20238
ROBERTS GLORE & CO INC /IL/ 310.20%0.30%0.46%Q1 2015Q4 20228
CFS Investment Advisory Services, LLC 610.17%1.40%8.04%Q4 2020Q2 20238
Congress Wealth Management LLC / DE / 880.85%1.07%1.28%Q4 2021Q3 20238
Forty4 Asset Management LLC 330.00%0.09%0.44%Q2 2013Q4 20138
BOSTON PRIVATE BANK & TRUST CO 880.21%0.25%0.27%Q2 2013Q1 20158
Schrum Private Wealth Management LLC 430.24%0.25%0.27%Q4 2021Q3 20237
Gramercy Funds Management LLC 410.03%1.17%3.46%Q3 2013Q3 20167
Advisory Alpha, LLC 610.02%0.99%1.99%Q4 2018Q3 20207
W.G. Shaheen & Associates DBA Whitney & Co 770.04%0.04%0.04%Q1 2022Q3 20237
Alpine Global Management, LLC 310.08%0.35%0.81%Q1 2016Q2 20237
Crossmark Global Holdings, Inc. 610.06%0.07%0.08%Q3 2016Q4 20187
SVA Wealth Management, LLC 610.02%0.04%0.06%Q4 2018Q4 20207
Edge Advisors, LLC 770.06%0.45%0.88%Q4 2016Q2 20187
Black Maple Capital Management LP 420.77%1.93%3.63%Q2 2021Q3 20237
Good Harbor Financial, LLC 770.01%0.02%0.08%Q3 2013Q1 20157
First Western Trust Bank 770.32%0.43%0.50%Q1 2022Q3 20237
Wharton Business Group, LLC 510.02%0.02%0.04%Q3 2017Q4 20197
Andromeda Capital LLC 330.28%1.20%4.17%Q1 2014Q3 20147
SG3 Management, LLC 110.04%0.22%0.76%Q4 2016Q4 20207
Decatur Capital Management, Inc. 770.07%0.24%0.38%Q1 2021Q3 20227
abrdn Investment Management Ltd 770.18%0.25%0.34%Q2 2013Q4 20147
MILLIE CAPITAL MANAGEMENT, LLC 770.43%0.47%0.52%Q2 2016Q4 20177
Accuvest Global Advisors 410.20%2.50%7.71%Q4 2015Q2 20227
GSB Wealth Management, LLC 320.07%0.08%0.08%Q1 2021Q3 20237
Cobble Hill Financial Services, INC 772.07%7.49%12.64%Q1 2013Q3 20147
SHAPIRO ROBERT N 772.50%2.63%2.81%Q2 2013Q4 20147
Gilbert & Cook, Inc. 770.09%0.11%0.15%Q4 2016Q2 20187
VECTOR WEALTH MANAGEMENT, LLC 610.17%0.27%0.32%Q4 2011Q4 20167
LYELL WEALTH MANAGEMENT, LP 310.05%0.22%0.45%Q4 2020Q3 20237
Copperwynd Financial, LLC 320.55%2.25%5.94%Q3 2019Q2 20237
DOLIVER ADVISORS, LP 410.00%0.16%0.27%Q2 2021Q4 20237
Migdal Insurance & Financial Holdings Ltd. 610.00%0.00%0.00%Q1 2020Q4 20227
Independent Advisor Alliance 510.03%0.19%0.81%Q1 2017Q3 20237
FOUNDERS BANK & TRUST 770.23%0.26%0.31%Q2 2013Q4 20147
Nikulski Financial, Inc. 410.08%0.30%0.55%Q4 2017Q3 20237
MCDONALD PARTNERS LLC 610.07%0.13%0.41%Q4 2020Q2 20237
Santori & Peters, Inc. 610.01%1.71%2.16%Q4 2017Q3 20237
Li Winifred I 774.91%6.11%6.78%Q2 2013Q4 20147
Placemark Investments, Inc. 770.29%0.45%0.64%Q2 2013Q4 20147
Elm Partners Management LLC 410.00%0.00%0.00%Q4 2019Q1 20227
HHG & Company, LLC 770.06%0.15%0.20%Q2 2013Q4 20147
Centric Wealth Management 610.32%0.42%0.82%Q4 2018Q1 20227
Andesa Financial Management Inc. 310.35%0.53%0.73%Q4 2017Q2 20227
PEAK6 Investments LLC 550.00%0.01%0.02%Q3 2020Q3 20217
NKCFO LLC 310.07%0.09%0.12%Q4 2019Q2 20237
EQ LLC 432.46%6.15%9.80%Q4 2020Q2 20237
Virginia National Bank 771.35%4.26%7.06%Q1 2022Q3 20237
Hamilton Wealth, LLC 770.13%0.80%1.32%Q1 2022Q3 20237
Landsberg, Bennett, & Dubbaneh LLC 770.06%0.24%0.49%Q4 2018Q2 20207
Apexium Financial, LP 510.09%0.14%0.40%Q4 2019Q3 20237
Susquehanna International Group Ltd. 410.42%8.46%33.35%Q1 2019Q1 20227
WealthBridge Capital Management, LLC 520.17%0.52%0.99%Q4 2018Q1 20227
WBH ADVISORY INC 310.02%0.18%0.34%Q4 2019Q3 20237
Trek Financial, LLC 430.15%1.35%4.07%Q4 2018Q3 20237
WADDELL & ASSOCIATES, LLC 770.06%0.35%0.51%Q1 2022Q3 20237
Leelyn Smith, LLC 520.00%0.00%0.01%Q1 2021Q4 20227
Weaver Consulting Group 770.03%0.06%0.09%Q1 2019Q3 20207
BlackRock Group LTD 770.01%0.01%0.01%Q2 2013Q4 20147
TCF National Bank 770.69%0.77%0.86%Q3 2019Q1 20217
Americana Partners, LLC 610.04%0.22%0.42%Q4 2019Q4 20227
Apeiron RIA LLC 520.13%0.15%0.21%Q4 2021Q3 20237
Lion Street Advisors, LLC 410.14%0.36%0.79%Q3 2021Q3 20237
Keebeck Wealth Management, LLC 770.04%0.08%0.09%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
Richard P Slaughter Associates Inc 510.05%0.09%0.14%Q4 2019Q4 20237
BCK CAPITAL MANAGEMENT LP 770.00%0.00%0.00%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.23%0.29%0.34%Q2 2020Q4 20217
CATALYST PRIVATE WEALTH, LLC 610.03%0.20%0.44%Q3 2020Q3 20227
Wealthstream Advisors, Inc. 430.14%0.18%0.22%Q4 2021Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 434.63%5.16%5.53%Q1 2021Q4 20227
Hemington Wealth Management 770.34%0.42%0.52%Q1 2022Q3 20237
Addison Advisors LLC 770.00%0.05%0.33%Q1 2022Q3 20237
Allegheny Financial Group LTD 770.15%0.20%0.31%Q4 2020Q2 20227
Navis Wealth Advisors, LLC 770.57%0.67%0.78%Q4 2020Q2 20227
Curi Wealth Management, LLC 770.01%0.04%0.06%Q1 2022Q3 20237
Fortress Wealth Group, LLC 430.20%0.33%0.67%Q2 2021Q1 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.03%0.32%0.48%Q1 2022Q3 20237
Level Financial Advisors 520.01%0.01%0.04%Q4 2021Q3 20237
Vahanian & Associates Financial Planning Inc. 520.52%1.17%1.47%Q4 2021Q3 20237
Evergreen Wealth Solutions, LLC 770.25%0.68%1.42%Q1 2022Q3 20237
EUDAIMONIA ADVISORS LLC 770.13%0.15%0.19%Q4 2021Q2 20237
Linker Capital Management Inc. 770.44%0.62%0.67%Q4 2021Q2 20237
Western Pacific Wealth Management, LP 770.00%0.00%0.01%Q4 2021Q2 20237
Sandy Cove Advisors, LLC 520.15%0.58%1.05%Q4 2021Q3 20237
Next Level Private LLC 520.16%0.19%0.23%Q4 2021Q3 20237
AXXCESS WEALTH MANAGEMENT, LLC 520.02%0.32%0.87%Q4 2021Q3 20237
Granite Bay Wealth Management, LLC 610.33%0.67%1.09%Q4 2021Q3 20237
Alley Investment Management Company, LLC 770.07%0.07%0.08%Q1 2022Q3 20237
Athena Investment Management 770.96%1.05%1.18%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.02%0.02%0.03%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.13%0.15%0.17%Q1 2022Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.03%0.04%0.05%Q1 2022Q3 20237
Financial Guidance Group, Inc. 770.31%0.45%0.71%Q1 2022Q3 20237
Greenfield Savings Bank 770.66%0.71%0.79%Q2 2022Q4 20237
Horizons Wealth Management 770.96%1.21%1.39%Q2 2022Q4 20237
Corient Private Wealth LLC 440.01%0.20%0.43%Q4 2022Q3 20237
Three Bridge Wealth Advisors, LLC 770.45%0.57%0.66%Q1 2022Q3 20237
Stephens Consulting, LLC 430.00%0.41%0.84%Q4 2021Q3 20237
Strategies Wealth Advisors, LLC 430.97%1.69%2.39%Q4 2021Q3 20237
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 772.02%3.90%5.17%Q3 2013Q1 20157
HAZLETT, BURT & WATSON, INC. 770.01%0.07%0.14%Q1 2022Q3 20237
MOGY JOEL R INVESTMENT COUNSEL INC 770.06%0.07%0.07%Q2 2013Q4 20147
FIRST CITIZENS BANCORPORATION INC 772.42%2.91%3.34%Q2 2013Q4 20147
FULTON BREAKEFIELD BROENNIMAN LLC 771.11%1.50%1.84%Q2 2018Q4 20197
ARS Investment Partners, LLC 770.06%0.06%0.07%Q1 2015Q3 20167
LYNCH & ASSOCIATES/IN 770.42%0.79%1.07%Q2 2013Q4 20147
THOMAS WHITE INTERNATIONAL LTD 320.00%0.29%0.83%Q3 2013Q4 20157
COUNTRY CLUB BANK /GFN 772.00%2.21%2.55%Q1 2022Q3 20237
WHITENER CAPITAL MANAGEMENT, INC. 520.03%0.03%0.05%Q4 2017Q3 20197
GAMBLE JONES INVESTMENT COUNSEL 520.02%0.03%0.03%Q2 2013Q4 20167
CONDOR CAPITAL MANAGEMENT 610.05%0.17%0.36%Q1 2016Q3 20237
MANCHESTER FINANCIAL INC 610.01%0.03%0.06%Q2 2019Q1 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.42%0.82%0.96%Q2 2013Q4 20147
BESSEMER SECURITIES LLC 617.92%20.60%54.33%Q4 2013Q3 20157
ARS Wealth Advisors, LLC 660.08%0.94%1.63%Q2 2017Q3 20186
DBK Financial Counsel, LLC 660.44%0.48%0.51%Q2 2022Q3 20236
Consolidated Investment Group LLC 6610.58%13.45%17.32%Q2 2013Q3 20146
Blue Trust, Inc. 660.00%0.01%0.01%Q2 2022Q3 20236
Integer Wealth Advisors Group LLC 661.14%2.34%3.55%Q4 2019Q1 20216
CYPRESS FINANCIAL PLANNING LLC 660.31%0.34%0.37%Q2 2022Q3 20236
Muzinich & Co., Inc. 410.82%3.25%6.03%Q2 2019Q4 20206
LAKE STREET PRIVATE WEALTH, LLC 440.04%0.05%0.05%Q3 2021Q2 20226
Ritter Daniher Financial Advisory LLC / DE 660.35%0.75%1.42%Q2 2022Q3 20236
CASTLE WEALTH MANAGEMENT LLC 660.26%0.32%0.38%Q2 2022Q3 20236
Weatherstone Capital Management 660.17%0.23%0.34%Q2 2013Q3 20146
Olympiad Research LP 310.09%0.24%0.58%Q1 2020Q4 20216
Atlas Private Wealth Advisors 660.02%0.04%0.08%Q2 2020Q3 20216
CORTLAND ASSOCIATES INC/MO 330.04%0.20%0.37%Q3 2016Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 661.56%2.13%2.90%Q4 2020Q1 20226
Risk Paradigm Group, LLC 660.02%0.03%0.05%Q3 2015Q4 20166
BPV Resources, LLC 6630.98%62.37%85.19%Q2 2013Q3 20146
Elite Wealth Management, Inc. 510.06%0.08%0.12%Q3 2013Q3 20166
Worth Asset Management, LLC 660.03%0.04%0.04%Q1 2022Q2 20236
FORTE ASSET MANAGEMENT LLC 661.18%4.19%10.59%Q2 2022Q3 20236
Lansing Street Advisors 660.46%0.82%1.46%Q1 2022Q2 20236
ACCURATE INVESTMENT SOLUTIONS, INC. 210.00%0.07%0.26%Q2 2016Q4 20186
Atlas Private Wealth Management, LLC 660.02%0.04%0.06%Q4 2019Q1 20216
Grace Capital 510.09%0.17%0.29%Q2 2018Q4 20196
DeepCurrents Investment Group LLC 210.20%0.42%0.57%Q1 2020Q4 20226
Greenspring Advisors, LLC 660.09%0.11%0.13%Q4 2021Q1 20236
McAdams Wright Ragen, Inc. 660.22%0.33%0.52%Q2 2013Q3 20146
NOVARE CAPITAL MANAGEMENT LLC 660.10%0.23%0.36%Q1 2015Q2 20166
Quad-Cities Investment Group, LLC 660.03%0.03%0.03%Q2 2018Q3 20196
IMA Wealth, Inc. 330.00%0.06%0.12%Q3 2013Q4 20186
Landmark Wealth Management, LLC 310.24%0.34%0.58%Q4 2021Q3 20236
Investors Research Corp 420.00%0.00%0.00%Q1 2019Q3 20236
Marcum Wealth, LLC 510.09%0.18%0.27%Q4 2020Q4 20226
1919 Investment Counsel, LLC 660.14%0.16%0.19%Q2 2013Q3 20146
MOSELEY INVESTMENT MANAGEMENT INC 410.10%0.14%0.20%Q2 2019Q1 20226
BECK MACK & OLIVER LLC 660.02%0.03%0.05%Q4 2018Q1 20206
COMPASS FINANCIAL ADVISORS LLC 660.95%1.00%1.02%Q4 2021Q1 20236
ISTHMUS PARTNERS, LLC 660.01%0.01%0.01%Q2 2017Q3 20186
MUNDER CAPITAL MANAGEMENT 660.01%0.01%0.03%Q2 2013Q3 20146
Freedman Financial Associates, Inc. 660.19%0.24%0.28%Q4 2020Q1 20226
Gotham Asset Management, LLC 510.02%0.07%0.22%Q1 2022Q3 20236
Douglass Winthrop Advisors, LLC 310.01%0.02%0.02%Q2 2018Q3 20236
MBM Wealth Consultants, LLC 660.01%0.02%0.02%Q4 2018Q1 20206
Dougherty Wealth Advisers LLC 330.01%0.03%0.07%Q4 2018Q1 20226
Corsicana & Co. 660.08%0.09%0.09%Q2 2021Q3 20226
Williams Jones Wealth Management, LLC. 330.00%0.01%0.02%Q3 2019Q3 20226
MBB PUBLIC MARKETS I LLC 310.01%0.01%0.02%Q4 2021Q3 20236
Sageworth Trust Co of South Dakota 660.86%1.02%1.21%Q2 2022Q3 20236
STERLING INVESTMENT MANAGEMENT, LLC 510.14%0.33%0.48%Q2 2018Q4 20196
GRAYHAWK INVESTMENT STRATEGIES INC. 660.26%0.38%0.43%Q2 2022Q3 20236
Alberta Investment Management Corp 660.07%0.34%1.06%Q3 2020Q4 20216
Cadence Bank 510.08%0.32%0.42%Q2 2020Q3 20236
JARISLOWSKY, FRASER Ltd 410.00%0.01%0.02%Q4 2016Q3 20236
MARINO, STRAM & ASSOCIATES LLC 510.01%0.02%0.06%Q1 2018Q2 20216
Sequent Asset Management, LLC 661.45%1.77%2.69%Q2 2022Q3 20236
Forum Private Client Group LLC 660.44%0.50%0.53%Q1 2022Q2 20236
Confluence Wealth Services, Inc. 510.04%1.33%1.95%Q4 2021Q3 20236
Nelson Capital Management, LLC 660.25%0.74%0.93%Q4 2018Q1 20206
STEPHENS GROUP ASSET MANAGEMENT, LLC 660.06%0.27%0.44%Q4 2017Q1 20196
F3Logic, LLC 660.08%0.73%1.90%Q1 2018Q2 20196
Van Leeuwen & Company, LLC 662.48%4.65%6.68%Q2 2022Q3 20236
CAPITAL ONE FINANCIAL CORP 660.02%0.14%0.36%Q1 2020Q2 20216
CANADA PENSION PLAN INVESTMENT BOARD 410.11%0.34%0.59%Q4 2013Q4 20206
Hackensack Meridian Health, Inc. 664.12%9.31%23.31%Q4 2021Q1 20236
Pensionmark Financial Group, LLC 660.71%0.98%1.18%Q4 2018Q1 20206
Bridgewater Wealth & Financial Management, LLC 660.11%0.14%0.25%Q1 2016Q2 20176
BRAVE ASSET MANAGEMENT INC 660.06%0.06%0.07%Q2 2015Q3 20166
Renaissance Technologies 210.00%0.00%0.02%Q1 2018Q2 20226
Virtue Capital Management, LLC 310.05%0.36%0.71%Q4 2017Q3 20236
Stewardship Financial Advisors, LLC 660.02%0.03%0.04%Q3 2018Q4 20196
Close Asset Management Ltd 660.02%0.02%0.02%Q2 2022Q3 20236
Newton One Investments LLC 660.04%0.10%0.12%Q1 2021Q2 20226
Industrial Alliance Investment Management Inc. 660.70%0.76%0.85%Q4 2021Q1 20236
IVC Wealth Advisors LLC 660.69%0.88%1.10%Q2 2022Q3 20236
All Season Financial Advisors, Inc. 420.15%1.10%4.85%Q2 2021Q2 20236
Stone Asset Management Inc. 660.63%1.61%2.74%Q4 2021Q1 20236
Madison Asset Management, LLC 510.00%0.00%0.01%Q4 2019Q3 20216
VCU Investment Management Co 6613.00%17.44%23.83%Q4 2016Q1 20186
Coston, McIsaac & Partners 660.02%0.03%0.03%Q2 2022Q3 20236
SteelBridge Private Wealth Advisors LLC 661.86%4.46%8.16%Q1 2016Q2 20176
Claraphi Advisory Network, LLC 410.01%1.22%2.25%Q3 2019Q4 20226
ZEKE CAPITAL ADVISORS, LLC 310.02%1.08%2.88%Q2 2016Q1 20196
Stifel Trust Company, N.A. 660.22%0.26%0.27%Q2 2013Q3 20146
SEI TRUST CO 660.00%0.04%0.23%Q2 2013Q3 20146
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 666.61%7.23%7.69%Q2 2013Q3 20146
PRIVATE MANAGEMENT GROUP INC 510.01%0.01%0.01%Q1 2021Q2 20236
Parkside Investments, LLC 660.04%0.09%0.23%Q3 2018Q4 20196
Mizuho Asset Management Co.,Ltd. 660.00%0.01%0.01%Q3 2013Q4 20146
Waypoint Capital Advisors, LLC 660.25%0.30%0.38%Q2 2022Q3 20236
Kernodle & Katon Asset Management Group, LLC 660.03%0.05%0.07%Q4 2015Q1 20176
SYMPHONY ASSET MANAGEMENT LLC 420.02%0.04%0.05%Q2 2013Q4 20156
Ashford Advisors, LLC 660.78%1.03%1.16%Q2 2022Q3 20236
Advisor Resource Council 310.03%0.20%0.46%Q2 2021Q3 20236
Aevitas Wealth Management, Inc. 660.09%0.13%0.22%Q4 2017Q1 20196
Azimuth Capital Investment Management LLC 660.07%0.08%0.08%Q2 2022Q3 20236
KMS FINANCIAL SERVICES, INC 660.14%0.39%0.84%Q2 2013Q3 20146
Cullen Capital Management, LLC 330.00%0.04%0.11%Q4 2021Q3 20236
Forward Management, LLC 310.00%0.62%1.87%Q4 2013Q4 20176
IAG Wealth Partners, LLC 420.00%0.02%0.06%Q4 2019Q3 20236
Newman Dignan & Sheerar, Inc. 660.14%0.19%0.26%Q1 2015Q2 20166
DEFINED WEALTH MANAGEMENT, LLC 410.04%1.87%2.44%Q4 2020Q3 20235
Outlook Wealth Advisors, LLC 550.23%0.70%1.17%Q4 2018Q4 20195
Callan Capital, LLC 320.04%0.05%0.05%Q4 2014Q3 20235
GEODE CAPITAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2017Q3 20185
LEGG MASON, INC. 550.02%12.28%22.06%Q3 2016Q3 20175
American Financial Network Advisory Services LLC 550.16%0.29%0.52%Q3 2017Q3 20185
Capital Advantage, Inc. 550.36%0.42%0.45%Q3 2022Q3 20235
Onex Canada Asset Management Inc. 550.02%0.03%0.03%Q2 2018Q2 20195
WILMINGTON TRUST CO 552.13%2.27%2.39%Q2 2013Q2 20145
Avondale Wealth Management 550.13%0.16%0.25%Q4 2018Q4 20195
Summit Financial, LLC 410.02%0.02%0.04%Q2 2022Q3 20235
LILLEY & CO 554.02%4.51%5.20%Q2 2013Q2 20145
First Ascent Asset Management, LLC 320.08%0.13%0.20%Q4 2019Q2 20235
SANDERS MORRIS HARRIS LLC 550.06%0.10%0.16%Q1 2016Q1 20175
FIRST HORIZON CORP 410.56%0.69%1.17%Q2 2013Q2 20215
Wilmington Trust, National Association 552.38%2.73%2.94%Q2 2013Q2 20145
PRUDENTIAL PLC 310.00%0.01%0.03%Q3 2015Q2 20205
Joseph P. Lucia & Associates, LLC 550.02%0.02%0.02%Q1 2019Q1 20205
INVESTORS TRUST INC 550.52%1.61%3.05%Q2 2013Q2 20145
Jacobus Wealth Management, Inc. 410.03%0.10%0.14%Q4 2013Q1 20165
SWISS REINSURANCE CO LTD 5519.70%22.54%24.66%Q2 2013Q2 20145
RDA Financial Network 410.09%0.10%0.13%Q1 2019Q1 20215
Compass Advisory Group LLC 550.10%0.12%0.14%Q1 2021Q1 20225
OTA Financial Group L.P. 210.39%0.73%1.21%Q3 2013Q1 20195
BARRETT & COMPANY, INC. 550.05%0.07%0.09%Q3 2022Q3 20235
CAUSEWAY CAPITAL MANAGEMENT LLC 410.03%3.12%8.71%Q1 2022Q3 20235
PFG Private Wealth Management, LLC 410.00%0.01%0.02%Q3 2021Q3 20235
Farmers National Bank 210.00%0.09%0.17%Q2 2015Q2 20195
Alphadyne Asset Management LP 210.14%4.83%14.93%Q4 2015Q3 20175
Tuttle Capital Management, LLC 210.16%0.76%2.38%Q2 2015Q1 20215
RESOLUTE FINANCIAL, LLC 550.30%0.32%0.34%Q4 2021Q4 20225
KWMG, LLC 410.02%0.02%0.03%Q2 2018Q3 20225
Prestige Wealth Management Group LLC 550.06%0.06%0.07%Q4 2018Q4 20195
ROMANO BROTHERS AND COMPANY 550.04%0.05%0.06%Q3 2022Q3 20235
HIGHLAND CAPITAL MANAGEMENT LP 210.18%0.51%1.20%Q2 2016Q1 20175
SkyOak Wealth, LLC 410.07%0.38%1.50%Q4 2019Q3 20235
Lombard Odier Asset Management (USA) Corp 110.11%0.54%0.79%Q4 2020Q1 20235
Bell Bank 210.06%0.23%0.69%Q4 2017Q2 20225
TCWP LLC 320.03%0.51%1.61%Q4 2021Q3 20235
Winthrop Partners - WNY, LLC 320.05%0.06%0.06%Q1 2018Q3 20195
Bain Capital Public Equity Management II, LLC 210.03%1.29%2.69%Q1 2020Q3 20235
Pine Valley Investments Ltd Liability Co 330.07%0.25%0.47%Q1 2023Q3 20235
WFA of San Diego, LLC 210.03%0.07%0.20%Q2 2020Q3 20235
Ulrich Consultants & Investment Group, LLC 550.86%2.92%4.67%Q2 2022Q2 20235
Sterling Global Strategies LLC 2113.11%26.21%33.76%Q1 2015Q3 20175
NATIONAL PENN INVESTORS TRUST CO /PA 320.02%0.03%0.04%Q2 2013Q4 20145
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 310.07%0.09%0.14%Q4 2013Q1 20185
High Falls Advisors, Inc 320.01%1.76%4.33%Q4 2015Q2 20185
Baron Wealth Management LLC 550.51%0.56%0.61%Q4 2022Q4 20235
AMERICAN FINANCIAL GROUP INC 550.04%0.04%0.05%Q2 2013Q2 20145
LVW Advisors, LLC 210.03%0.36%0.96%Q3 2015Q4 20215
HANSBERGER GLOBAL INVESTORS INC/FL 550.05%0.49%1.16%Q2 2013Q2 20145
Brookfield Asset Management 410.04%0.05%0.06%Q2 2013Q2 20165
LOEB PARTNERS CORP 551.10%1.29%1.44%Q2 2013Q2 20145
SIGNET FINANCIAL MANAGEMENT, LLC 310.02%0.04%0.08%Q4 2015Q4 20215
McElhenny Sheffield Capital Management, LLC 210.10%0.14%0.22%Q3 2021Q3 20235
Endowment Wealth Management, Inc. 320.24%1.57%2.49%Q4 2021Q3 20235
Steinberg Global Asset Management 310.06%0.10%0.12%Q4 2015Q4 20185
BECK CAPITAL MANAGEMENT, LLC 320.07%0.60%1.73%Q4 2013Q1 20165
Strategic Asset Management, LLC 550.06%0.06%0.07%Q3 2021Q3 20225
Financial Services Advisory Inc 410.49%1.50%2.41%Q2 2021Q3 20235
HNP Capital LLC 410.25%0.70%2.00%Q4 2018Q1 20205
Tradewinds Global Investors, LLC 210.02%0.35%0.85%Q3 2013Q4 20155
Minot Wealth Management LLC 550.06%0.08%0.10%Q2 2021Q2 20225
Beacon Pointe Wealth Advisors, LLC 550.60%0.72%0.97%Q4 2018Q4 20195
IPG Investment Advisors LLC 550.23%0.25%0.30%Q3 2017Q3 20185
DOHJ, LLC 320.23%0.52%0.68%Q3 2021Q3 20235
TITLEIST CAPITAL, LLC 550.73%0.95%1.12%Q4 2021Q4 20225
MARSHALL & SULLIVAN INC /WA/ 410.21%0.22%0.24%Q1 2017Q2 20185
Arlington Capital Management, Inc. 410.21%0.80%1.09%Q1 2020Q3 20235
Crew Capital Management, Ltd. 550.20%0.24%0.27%Q1 2021Q1 20225
Vigilare Wealth Management 550.17%0.29%0.34%Q1 2021Q1 20225
Ford Financial Group, LLC 210.01%1.41%2.81%Q4 2017Q4 20215
Cassady Schiller Wealth Management, LLC 410.11%0.49%0.69%Q4 2021Q3 20235
CITIZENS & NORTHERN CORP 310.19%0.94%3.40%Q3 2015Q2 20205
Solitude Financial Services 550.22%1.44%2.48%Q4 2020Q4 20215
Probabilities Fund Management, LLC 550.84%1.25%1.85%Q4 2017Q4 20185
Luken Investment Analytics, LLC 410.03%2.93%6.30%Q4 2020Q3 20235
SMI Advisory Services, LLC 4114.52%15.56%17.14%Q1 2021Q1 20235
BOSTON FAMILY OFFICE LLC 410.03%0.03%0.04%Q2 2013Q2 20195
CoreCap Advisors, LLC 550.21%0.55%1.26%Q4 2021Q4 20225
WEBSTERROGERS FINANCIAL ADVISORS, LLC 550.06%0.08%0.10%Q4 2020Q4 20215
Maltin Wealth Management, Inc. 410.18%0.23%0.39%Q4 2019Q4 20215
Arlington Partners LLC 550.02%0.03%0.03%Q1 2021Q1 20225
BREWIN DOLPHIN LTD 550.00%0.00%0.00%Q2 2021Q2 20225
ERTS Wealth Advisors, LLC 550.36%0.46%0.55%Q4 2018Q4 20195
CM WEALTH ADVISORS LLC 320.75%1.01%1.33%Q2 2022Q3 20235
Colonial Trust Co / SC 550.13%0.14%0.16%Q3 2022Q3 20235
Atom Investors LP 410.07%0.40%0.84%Q4 2019Q3 20215
Alhambra Investment Management LLC 410.18%0.64%2.42%Q4 2019Q4 20215
James J. Burns & Company, LLC 550.40%0.41%0.44%Q3 2022Q3 20235
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York 5517.42%19.80%24.53%Q4 2016Q4 20175
Principle Wealth Partners LLC 410.00%0.02%0.03%Q2 2020Q1 20225
Miller Investment Management, LP 550.08%6.91%9.04%Q3 2022Q3 20235
WEXFORD CAPITAL LP 410.67%1.01%1.37%Q3 2016Q4 20175
OLD POINT TRUST & FINANCIAL SERVICES N A 550.10%0.10%0.11%Q1 2021Q1 20225
Latitude Advisors, LLC 310.83%1.25%1.48%Q1 2021Q2 20235
Pekin Hardy Strauss, Inc. 550.10%0.11%0.12%Q3 2017Q3 20185
BB&T INVESTMENT SERVICES, INC. 550.01%0.22%0.59%Q4 2016Q4 20175
Hilton Capital Management, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
McNamara Financial Services, Inc. 550.94%1.14%1.27%Q4 2014Q4 20155
Ballew Advisors, Inc 320.11%0.18%0.28%Q1 2018Q3 20215
Wilmington Trust Investment Management, LLC 550.25%0.26%0.30%Q2 2013Q2 20145
Betterment LLC 410.00%0.00%0.00%Q1 2022Q3 20235
BRANDYWINE OAK PRIVATE WEALTH LLC 410.00%0.09%0.14%Q4 2018Q3 20235
Chicago Capital, LLC 550.02%0.03%0.04%Q4 2020Q4 20215
BERRY GROUP, LLC 551.20%1.37%1.48%Q4 2019Q4 20205
ARTHUR M. COHEN & ASSOCIATES, LLC 310.07%0.33%0.74%Q3 2014Q4 20175
PROVENCE WEALTH MANAGEMENT GROUP 410.00%0.25%0.43%Q4 2021Q3 20235
PGIM Custom Harvest LLC 320.02%0.08%0.19%Q2 2021Q2 20235
WorthPointe, LLC 410.13%0.18%0.28%Q4 2021Q3 20235
Hoover Financial Advisors, Inc. 552.27%3.57%5.40%Q2 2020Q2 20215
ASPIRIANT HOLDINGS S3, LLC 550.09%0.09%0.10%Q3 2013Q3 20145
COMMUNITY BANK SYSTEM, INC. 550.55%0.58%0.59%Q3 2013Q3 20145
NewDay Solutions, LLC 411.05%5.50%7.41%Q4 2018Q1 20205
Gupta Wealth Management LLC 550.07%0.11%0.15%Q1 2015Q1 20165
Simplify Asset Management Inc. 320.31%5.54%11.41%Q1 2022Q3 20235
Forester Capital Management, LTD 550.00%0.01%0.05%Q2 2016Q2 20175
SBK Financial, Inc. 550.66%0.79%0.97%Q4 2021Q4 20225
VALLEY NATIONAL BANCORP 550.03%0.04%0.07%Q4 2013Q4 20145
Vickerman Investment Advisors, Inc. 550.12%0.17%0.22%Q3 2021Q3 20225
IBEX WEALTH ADVISORS 210.00%0.04%0.08%Q4 2016Q3 20215
Assured Investment Management LLC 310.00%0.07%0.18%Q1 2014Q2 20175
Trail Ridge Investment Advisors, LLC 410.24%0.49%1.17%Q4 2021Q1 20235
Cleary Gull Holdings Inc. 440.02%3.09%12.11%Q2 2015Q1 20164
Sweet Financial Partners, LLC 220.05%0.06%0.09%Q4 2021Q2 20234
Y-Intercept (Hong Kong) Ltd 210.05%0.12%0.23%Q2 2021Q3 20234
Capital One Investing, Inc. 440.15%0.25%0.40%Q4 2018Q3 20194
Better Money Decisions, LLC 310.11%0.15%0.18%Q1 2021Q2 20224
Crescent Capital Consulting, LLC 440.14%1.28%2.08%Q1 2021Q4 20214
Alaethes Wealth LLC 440.02%0.02%0.02%Q2 2021Q1 20224
Ken Stern & Associates, Inc. 310.38%4.27%5.85%Q4 2014Q4 20154
Bradley & Co. Private Wealth Management, LLC 440.02%0.02%0.02%Q1 2021Q4 20214
BARR E S & CO 310.03%0.05%0.06%Q3 2013Q3 20144
Oxbow Advisors, LLC 440.06%0.08%0.13%Q4 2017Q3 20184
Transparent Wealth Partners LLC 310.17%0.97%1.68%Q1 2022Q1 20234
Steward Financial Group LLC 310.00%0.01%0.01%Q4 2021Q3 20234
Main Management Fund Advisors LLC 448.60%9.21%10.08%Q4 2022Q3 20234
FourThought Financial, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Edge Wealth Management LLC 310.01%0.02%0.03%Q2 2013Q4 20174
TUCKER ASSET MANAGEMENT LLC 310.00%0.00%0.00%Q1 2022Q3 20234
KHP Capital, LLC 4419.55%20.16%20.90%Q4 2017Q3 20184
Windsor Advisory Group, LLC 440.29%0.30%0.31%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 440.01%0.01%0.02%Q4 2022Q3 20234
MONARCH CAPITAL MANAGEMENT INC/ 440.09%0.10%0.12%Q1 2015Q4 20154
Householder Group Estate & Retirement Specialist, LLC 110.00%0.09%0.36%Q4 2021Q3 20234
Kathmere Capital Management, LLC 220.01%0.06%0.15%Q4 2019Q4 20204
Highview Capital Management LLC/DE/ 440.82%2.36%3.11%Q4 2021Q3 20224
Straight Path Wealth Management 310.31%0.36%0.42%Q4 2021Q2 20234
STUDIO INVESTMENT MANAGEMENT LLC 440.01%0.01%0.01%Q4 2022Q3 20234
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 210.10%5.81%14.58%Q3 2013Q3 20154
Capital Wealth Planning, LLC 310.02%0.09%0.28%Q1 2018Q4 20194
Fifth Third Wealth Advisors LLC 440.51%0.82%1.53%Q1 2023Q4 20234
MRA Associates USA LLC 440.04%0.09%0.18%Q4 2018Q3 20194
Professional Financial Advisors, LLC 210.01%0.39%0.83%Q4 2020Q2 20234
Fulcrum Equity Management 220.10%0.59%1.21%Q4 2018Q1 20224
Burgundy Asset Management Ltd. 110.04%0.09%0.16%Q4 2018Q3 20224
BAROMETER CAPITAL MANAGEMENT INC. 440.02%0.16%0.25%Q4 2022Q3 20234
Legacy Trust 440.51%0.53%0.56%Q4 2022Q3 20234
Timber Hill LLC 110.01%0.05%0.16%Q2 2014Q1 20174
&PARTNERS 440.17%0.18%0.19%Q4 2022Q3 20234
Signature Wealth Management Group 440.02%0.03%0.04%Q4 2017Q3 20184
Wealth Alliance Advisory Group, LLC 440.35%0.96%2.70%Q4 2017Q3 20184
Shorepoint Capital Partners LLC 440.26%0.28%0.31%Q4 2022Q3 20234
CANANDAIGUA NATIONAL BANK & TRUST CO 441.93%2.52%2.74%Q2 2017Q1 20184
CAXTON ASSOCIATES LP 210.02%1.47%5.75%Q3 2013Q2 20154
BEL AIR INVESTMENT ADVISORS LLC 220.11%0.33%0.55%Q2 2013Q2 20214
CHAPIN DAVIS, INC. 440.38%0.43%0.46%Q4 2022Q3 20234
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 220.01%0.04%0.07%Q1 2018Q2 20214
ABERDEEN ASSET MANAGEMENT PLC/UK 440.01%0.01%0.01%Q3 2016Q2 20174
LEVEL FOUR FINANCIAL, LLC 440.15%0.17%0.19%Q4 2020Q3 20214
Steigerwald, Gordon & Koch Inc. 210.03%0.42%1.42%Q4 2011Q3 20234
Alpine Group USVI, LLC 310.47%2.61%3.79%Q2 2017Q3 20194
GW&K Investment Management, LLC 310.00%0.01%0.01%Q2 2021Q3 20234
Ergoteles LLC 310.00%0.11%0.36%Q4 2020Q4 20214
Anfield Capital Management, LLC 310.01%0.62%1.18%Q4 2019Q3 20224
Polar Asset Management Partners Inc. 220.07%0.24%0.37%Q3 2020Q4 20204
JANUS HENDERSON INVESTORS US LLC 440.00%0.00%0.00%Q2 2015Q1 20164
Taikang Asset Management (Hong Kong) Co Ltd 441.31%2.39%3.26%Q4 2022Q3 20234
SENTINEL PENSION ADVISORS INC 310.11%0.17%0.23%Q1 2020Q2 20224
Rinkey Investments 441.45%1.56%1.62%Q4 2022Q3 20234
Del-Sette Capital Management, LLC 441.12%1.14%1.16%Q4 2022Q3 20234
Northwest Capital Management Inc 440.07%0.09%0.11%Q4 2022Q3 20234
CHILTON INVESTMENT CO INC. 440.01%0.01%0.01%Q4 2022Q3 20234
Cypress Capital, LLC 440.04%0.04%0.04%Q3 2021Q2 20224
Leucadia National 110.01%0.04%0.08%Q4 2022Q2 20234
Lombard Odier & Cie (Canada), Limited Partnership 440.08%0.27%0.35%Q4 2013Q3 20144
RIVERSVILLE CAPITAL, INC. 440.51%1.24%2.95%Q2 2013Q1 20144
ICC CAPITAL MANAGEMENT INC/ 440.01%0.01%0.01%Q2 2014Q1 20154
BUILDER INVESTMENT GROUP INC /ADV 440.44%0.51%0.59%Q4 2022Q3 20234
Smart Money Group LLC 440.07%0.22%0.34%Q4 2019Q3 20204
Sanctuary Wealth Management, L.L.C. 210.01%0.01%0.01%Q1 2010Q3 20234
Barber Financial Group, Inc. 210.08%0.70%1.15%Q3 2017Q1 20234
TOWER TRUST Co 440.55%0.63%0.76%Q2 2013Q1 20144
AGF MANAGEMENT LTD 440.02%0.03%0.03%Q4 2022Q3 20234
Sanders Capital, LLC 440.00%0.16%0.41%Q4 2013Q3 20144
FSA Wealth Management LLC 310.01%0.01%0.01%Q4 2019Q4 20204
HANSEATIC MANAGEMENT SERVICES INC 440.02%0.02%0.02%Q2 2018Q1 20194
American Research & Management Co. 440.00%0.00%0.00%Q4 2021Q3 20224
Samson Capital Advisors LLC 441.29%4.35%6.62%Q4 2014Q3 20154
LEVIN CAPITAL STRATEGIES, L.P. 310.00%0.01%0.01%Q3 2016Q1 20184
KILEY JUERGENS WEALTH MANAGEMENT, LLC 440.18%0.22%0.27%Q4 2017Q3 20184
TUDOR INVESTMENT CORP ET AL 310.01%0.01%0.01%Q4 2018Q3 20214
LINDEN ADVISORS LP 210.10%0.28%0.73%Q2 2016Q4 20224
Zeit Capital LLC 440.17%0.18%0.23%Q4 2022Q3 20234
RATIONAL ADVISORS LLC 220.04%0.31%0.70%Q2 2009Q3 20114
OKABENA INVESTMENT SERVICES INC 440.10%0.11%0.12%Q4 2021Q3 20224
Integris Wealth Management, LLC 440.11%0.13%0.15%Q4 2022Q3 20234
Paul John Balson 440.26%0.37%0.51%Q1 2020Q4 20204
SSI INVESTMENT MANAGEMENT LLC 440.04%0.04%0.04%Q2 2017Q1 20184
GREENWOOD CAPITAL ASSOCIATES LLC 440.98%1.07%1.20%Q3 2013Q2 20144
REBALANCE, LLC 440.20%0.20%0.20%Q4 2022Q3 20234
Investment Management Corp of Ontario 440.12%0.22%0.30%Q4 2021Q3 20224
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.01%1.28%3.73%Q4 2018Q4 20214
Capstone Triton Financial Group, LLC 441.05%1.09%1.14%Q4 2022Q3 20234
Tranquility Partners, LLC 440.20%0.22%0.24%Q2 2019Q1 20204
Strategic Wealth Management Group, LLC 440.16%0.25%0.33%Q3 2020Q2 20214
ARGENT TRUST COMPANY, N.A. 440.24%0.35%0.58%Q2 2014Q1 20154
Baker Ellis Asset Management LLC 440.04%0.05%0.06%Q1 2021Q4 20214
Sound Stewardship, LLC 440.20%0.21%0.22%Q4 2022Q3 20234
Etesian Wealth Advisors, Inc. 441.64%1.77%1.86%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.03%0.06%Q4 2022Q3 20234
New Republic Capital, LLC 443.61%3.97%4.27%Q4 2022Q3 20234
Salient Private Client, LLC 441.84%2.10%2.45%Q4 2017Q3 20184
DRIEHAUS CAPITAL MANAGEMENT LLC 330.00%0.00%0.00%Q2 2015Q4 20154
First County Bank /CT/ 440.36%0.52%0.78%Q4 2022Q3 20234
Hill Investment Group Partners, LLC 440.07%0.13%0.19%Q2 2021Q1 20224
Meridian Wealth Advisors, LLC 210.05%0.16%0.32%Q4 2018Q4 20214
Vawter Financial, Ltd. 440.25%0.27%0.31%Q4 2022Q3 20234
Live Oak Investment Partners 440.01%0.01%0.01%Q4 2022Q3 20234
Gleason Group, Inc. 310.00%0.00%0.01%Q1 2021Q3 20234
Alpha Financial Advisors, LLC 440.24%0.26%0.29%Q4 2022Q3 20234
DDFG, Inc 440.15%0.16%0.18%Q4 2022Q3 20234
Harvest Investment Advisors, LLC 448.13%8.29%8.50%Q4 2022Q3 20234
IAM Advisory, LLC 310.00%0.28%0.53%Q2 2021Q3 20234
Financial Alternatives, Inc 440.27%0.28%0.29%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Sargent Investment Group, LLC 440.05%0.06%0.06%Q4 2022Q3 20234
LaSalle St. Investment Advisors, LLC 440.48%0.54%0.61%Q4 2022Q3 20234
Bay Harbor Wealth Management, LLC 440.04%0.09%0.13%Q4 2018Q3 20194
FWL INVESTMENT MANAGEMENT, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
BBJS FINANCIAL ADVISORS, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Platform Technology Partners 310.11%0.12%0.12%Q4 2020Q4 20214
Vestpro Financial Partners, Inc. dba CPF Texas 440.08%0.20%0.40%Q4 2017Q3 20184
CIC Wealth, LLC 440.14%0.28%0.45%Q4 2022Q3 20234
Park Place Capital Corp 440.07%0.08%0.09%Q4 2022Q3 20234
Financial Freedom, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Planned Solutions, Inc. 210.02%0.08%0.14%Q3 2020Q4 20214
Beacon Bridge Wealth Partners, LLC 440.11%0.13%0.15%Q4 2022Q3 20234
Crow Point Partners, LLC 440.00%0.00%0.02%Q2 2017Q1 20184
Grey Fox Wealth Advisors, LLC 440.77%0.93%1.23%Q4 2022Q3 20234
WOLFF WIESE MAGANA LLC 220.25%0.29%0.32%Q4 2020Q2 20234
STAR Financial Bank 440.34%0.38%0.45%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 442.88%3.31%3.76%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.61%0.70%0.85%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.03%0.13%0.17%Q4 2022Q3 20234
LWMG, LLC 440.29%0.46%0.90%Q4 2022Q3 20234
Great Waters Wealth Management 440.47%0.53%0.58%Q4 2022Q3 20234
Breakwater Capital Group 440.16%0.20%0.22%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.76%1.16%1.60%Q4 2022Q3 20234
CPA Asset Management LLC 440.20%0.22%0.23%Q4 2022Q3 20234
VitalStone Financial, LLC 440.02%0.07%0.23%Q4 2022Q3 20234
Deer Park Road Corp 210.35%1.11%2.48%Q3 2020Q4 20224
CMG Global Holdings, LLC 441.04%1.09%1.19%Q1 2021Q4 20214
Strategic Blueprint, LLC 440.02%0.09%0.15%Q2 2021Q1 20224
GEM Asset Management, LLC 441.39%1.43%1.47%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.71%0.79%0.86%Q4 2022Q3 20234
Forza Wealth Management, LLC 440.18%0.19%0.22%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.08%0.08%0.08%Q4 2022Q3 20234
Family Asset Management, LLC 442.91%3.01%3.10%Q4 2022Q3 20234
Running Point Capital Advisors, LLC 440.06%0.07%0.08%Q4 2020Q3 20214
Gallacher Capital Management LLC 440.16%0.16%0.17%Q4 2022Q3 20234
Waterford Advisors, LLC 440.31%0.33%0.34%Q4 2022Q3 20234
JDM Financial Group LLC 440.47%0.49%0.50%Q4 2022Q3 20234
Verum Partners LLC 440.14%0.29%0.37%Q4 2022Q3 20234
Passive Capital Management, LLC. 440.15%0.18%0.22%Q4 2021Q3 20224
Beaumont Financial Advisors, LLC 440.10%0.11%0.11%Q4 2022Q3 20234
RFP Financial Group LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Tandem Wealth Advisors LLC 4410.56%10.70%10.88%Q4 2022Q3 20234
Johnson & White Wealth Management, LLC 311.37%2.21%4.35%Q3 2022Q3 20234
Centurion Wealth Management LLC 440.10%0.11%0.12%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.09%0.11%0.11%Q4 2022Q3 20234
Levy Wealth Management Group, LLC 440.25%0.27%0.28%Q4 2022Q3 20234
ICA Group Wealth Management, LLC 310.01%0.04%0.13%Q1 2022Q2 20234
CYNOSURE ADVISORS, LLC 440.25%0.33%0.47%Q4 2017Q3 20184
Nalls Sherbakoff Group, LLC 310.09%0.16%0.32%Q4 2018Q3 20234
Vertex Planning Partners, LLC 440.10%0.10%0.11%Q4 2022Q3 20234
Artemis Wealth Advisors, LLC 4415.48%17.66%19.57%Q2 2017Q1 20184
TriaGen Wealth Management LLC 440.10%0.11%0.12%Q1 2021Q4 20214
Callan Family Office, LLC 441.05%3.93%5.21%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.17%0.18%0.19%Q4 2022Q3 20234
Pacific Sage Partners, LLC 440.10%0.11%0.11%Q4 2022Q3 20234
Sterling Financial Planning, Inc. 440.06%0.07%0.11%Q4 2020Q3 20214
Madison Wealth Partners, Inc 210.09%0.13%0.17%Q2 2021Q2 20234
CATALYST FINANCIAL PARTNERS LLC 440.79%1.03%1.31%Q4 2022Q3 20234
Sunnymeath Asset Management, Inc. 310.01%0.01%0.01%Q4 2015Q4 20164
Vident Investment Advisory, LLC 310.01%0.07%0.24%Q4 2015Q2 20224
Sage Investment Advisers LLC 441.67%1.98%2.33%Q4 2021Q3 20224
Vontobel Swiss Wealth Advisors AG 440.18%0.31%0.39%Q2 2019Q1 20204
Blue Sky Asset Management, LLC 211.26%3.04%7.21%Q1 2017Q3 20204
Ascent Wealth Partners, LLC 310.09%0.12%0.16%Q4 2015Q3 20184
SageView Advisory Group, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
KARLINSKI ANDREW C 440.05%0.07%0.09%Q4 2021Q3 20224
Sendero Wealth Management, LLC 440.06%0.09%0.15%Q4 2022Q3 20234
Global Wealth Strategies & Associates 440.00%0.00%0.00%Q1 2023Q4 20234
1 NORTH WEALTH SERVICES LLC 220.54%0.61%0.67%Q4 2018Q4 20194
Global Beta Advisors LLC 4417.48%18.10%19.31%Q4 2018Q3 20194
ROBERTSON STEPHENS ADVISORS LLC 440.33%0.85%1.81%Q4 2016Q3 20174
Marathon Trading Investment Management LLC 210.02%0.23%0.86%Q1 2013Q1 20184
Coppell Advisory Solutions LLC 440.25%0.71%0.97%Q4 2022Q3 20234
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 440.04%0.04%0.04%Q4 2022Q3 20234
TILIA FIDUCIARY PARTNERS, INC. 440.01%0.02%0.02%Q4 2021Q3 20224
Wela Strategies, Inc. 310.65%2.81%8.35%Q1 2017Q1 20184
TWO SIGMA ADVISERS, LP 330.02%0.04%0.08%Q2 2013Q4 20134
Sterling Group Wealth Management, LLC 441.18%1.33%1.51%Q4 2022Q3 20234
Insight Inv LLC 440.02%0.03%0.05%Q4 2021Q3 20224
Sandhill Capital Partners LLC 330.04%0.04%0.04%Q2 2019Q4 20193
Red Door Wealth Management, LLC 210.00%0.01%0.02%Q1 2020Q2 20213
TBH Global Asset Management, LLC 330.07%0.07%0.08%Q4 2022Q2 20233
DUALITY ADVISERS, LP 210.18%1.80%3.08%Q1 2019Q4 20193
Blue Chip Wealth Management, Inc. 330.31%0.39%0.46%Q1 2018Q3 20183
Fiduciary Planning LLC 330.01%0.02%0.02%Q3 2020Q1 20213
Spring Creek Investment Management, LLC 3325.11%26.31%27.16%Q4 2018Q2 20193
Castleview Partners, LLC 210.01%0.09%0.23%Q2 2021Q1 20223
Rice Partnership, LLC 330.04%0.05%0.05%Q3 2019Q1 20203
Claret Asset Management Corp 210.05%0.06%0.07%Q4 2017Q3 20183
Burleson & Company, LLC 210.00%0.45%0.73%Q3 2019Q1 20213
Altman Advisors, Inc. 210.12%0.17%0.27%Q2 2021Q3 20233
G&S Capital LLC 210.56%0.94%1.69%Q4 2019Q3 20233
Argent Wealth Management LLC 330.42%0.48%0.53%Q4 2019Q2 20203
FINANCIAL LIFE ADVISORS 330.08%0.08%0.09%Q2 2021Q4 20213
HOHIMER WEALTH MANAGEMENT, LLC 330.16%0.17%0.17%Q1 2023Q3 20233
Clarus Wealth Advisors 331.52%1.55%1.59%Q4 2022Q2 20233
Aris Wealth Services, Inc. 330.01%0.01%0.01%Q1 2015Q3 20153
Blue Zone Wealth Advisors, LLC 210.16%0.69%1.75%Q4 2019Q4 20213
Clark Capital Management Group, Inc. 210.15%0.50%1.05%Q3 2013Q2 20153
MAGNOLIA CAPITAL ADVISORS LLC 330.11%0.16%0.21%Q3 2021Q1 20223
VANGUARD GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
Trust Co of Kansas 110.34%1.88%3.81%Q1 2020Q4 20223
MD Financial Management Inc. 331.66%2.32%3.55%Q4 2020Q2 20213
Systematic Alpha Investments, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
AWM CAPITAL, LLC 330.05%0.06%0.07%Q1 2023Q3 20233
Foothills Asset Management, Ltd. 331.07%1.10%1.12%Q4 2014Q2 20153
Truadvice, LLC 330.22%0.97%2.36%Q1 2023Q3 20233
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.01%0.01%Q2 2016Q4 20193
Vise Technologies, Inc. 330.16%0.18%0.21%Q4 2021Q2 20223
ABSOLUTE CAPITAL MANAGEMENT, LLC 210.00%0.35%0.65%Q4 2021Q3 20223
EXCELSIA, INC. 334.12%4.40%4.72%Q4 2014Q2 20153
ALPS ADVISORS INC 210.01%0.08%0.13%Q4 2013Q2 20153
Chinook Capital Management 330.63%0.68%0.71%Q2 2013Q4 20133
MY Wealth Management Inc. 334.57%4.76%4.98%Q1 2023Q3 20233
Ifrah Financial Services, Inc. 330.25%0.25%0.25%Q1 2023Q3 20233
Stratos Investment Management, LLC 330.06%0.09%0.12%Q3 2021Q1 20223
CFO4Life Group, LLC 330.07%0.08%0.10%Q4 2021Q2 20223
Castellan Group 330.44%0.67%1.04%Q4 2020Q2 20213
Madrona Financial Services, LLC 331.71%1.86%1.98%Q1 2022Q3 20223
Madison Scottsdale, LC 330.23%0.24%0.25%Q2 2013Q4 20133
Clear Perspectives Financial Planning, LLC 330.01%0.01%0.02%Q3 2021Q1 20223
Hexavest Inc. 330.02%0.02%0.02%Q4 2015Q2 20163
Alpha DNA Investment Management LLC 210.06%0.15%0.20%Q4 2020Q1 20233
Flagship Private Wealth, LLC 330.09%0.09%0.10%Q4 2020Q2 20213
TradeLink Global Equity LLC 330.00%1.33%3.84%Q2 2014Q4 20143
Novak Financial Planning, LLC 331.49%1.65%1.79%Q4 2020Q2 20213
Allegiant Private Advisors, LLC 330.56%0.63%0.70%Q4 2020Q2 20213
SigFig Wealth Management, LLC 330.09%0.11%0.14%Q1 2023Q3 20233
New Capital Management LP 330.01%0.02%0.02%Q4 2016Q2 20173
GLG INC. 330.01%0.03%0.05%Q2 2013Q4 20133
Oxler Private Wealth LLC 210.00%0.01%0.02%Q4 2020Q3 20223
CABANA LLC 110.01%1.40%4.18%Q2 2019Q2 20203
MFA WEALTH ADVISORS, LLC 110.01%0.12%0.18%Q4 2017Q2 20203
Yellowstone Partners, LLC 210.17%0.19%0.22%Q3 2016Q4 20173
Connectus Wealth, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Granby Capital Management, LLC 331.71%1.89%2.20%Q1 2022Q3 20223
OXFORD ASSET MANAGEMENT LLP 330.07%0.08%0.11%Q1 2017Q3 20173
Optiver Holding B.V. 330.00%0.00%0.01%Q2 2021Q4 20213
TECTONIC ADVISORS LLC 330.00%0.01%0.02%Q4 2020Q2 20213
Clarity Financial LLC 210.06%0.08%0.11%Q3 2022Q3 20233
Eagle Bay Advisors LLC 330.04%0.46%0.94%Q2 2022Q4 20223
Heritage Investment Group, Inc. 330.13%0.16%0.20%Q4 2021Q2 20223
MOORE CAPITAL MANAGEMENT, LP 110.06%1.06%1.60%Q2 2015Q2 20173
BENJAMIN EDWARDS INC 330.00%0.00%0.00%Q4 2021Q2 20223
GTS SECURITIES LLC 110.00%0.03%0.06%Q3 2023Q3 20233
IMC-Chicago, LLC 220.00%0.00%0.01%Q2 2021Q3 20213
Edenbrook Capital, LLC 330.56%1.63%3.15%Q3 2021Q1 20223
Burns Matteson Capital Management, LLC 210.19%0.42%0.85%Q4 2021Q2 20233
SJS Investment Consulting Inc. 210.08%0.09%0.10%Q4 2021Q3 20223
Compass Efficient Model Portfolios, LLC 330.03%4.60%13.61%Q2 2013Q4 20133
THEORY FINANCIAL LLC 330.13%0.14%0.14%Q4 2022Q2 20233
K2 PRINCIPAL FUND, L.P. 210.19%0.27%0.32%Q4 2020Q1 20223
Executive Wealth Management, LLC 330.03%0.04%0.04%Q4 2018Q2 20193
Widmann Financial Services, Inc. 210.14%0.18%0.20%Q4 2021Q2 20233
20/20 Capital Management, Inc. 110.06%0.08%0.10%Q4 2019Q2 20213
Brightworth 110.02%0.83%2.37%Q4 2015Q4 20213
Pinnacle Private Wealth, LLC 330.24%0.25%0.27%Q4 2021Q2 20223
FinTrust Investment Advisory Services, LLC 210.22%0.53%0.91%Q2 2013Q1 20183
First International Bank & Trust 330.14%0.19%0.29%Q4 2021Q2 20223
Joseph Group Capital Management 210.01%0.05%0.07%Q4 2022Q3 20233
AlphaOne Investment Services, LLC 330.01%0.03%0.04%Q3 2017Q1 20183
BIVIN & ASSOCIATES, INC. 330.05%0.05%0.05%Q4 2021Q2 20223
Treasure Coast Financial Planning 330.20%0.35%0.55%Q4 2021Q2 20223
Headlands Technologies LLC 210.16%0.49%1.14%Q4 2022Q3 20233
SIENA CAPITAL LLC 330.04%0.04%0.04%Q1 2022Q3 20223
Man Group plc 210.00%0.04%0.07%Q1 2018Q3 20213
Genesis Wealth Advisors, LLC 335.45%5.91%6.56%Q4 2014Q2 20153
Kraft, Davis & Associates, LLC 210.13%0.14%0.14%Q4 2022Q3 20233
DHK Financial Advisors, Inc. 330.42%0.45%0.50%Q4 2021Q2 20223
Momentum Advisors, LLC 331.15%1.25%1.37%Q2 2022Q4 20223
Bricktown Capital, LLC 333.86%4.05%4.29%Q4 2022Q2 20233
TRANSATLANTIQUE PRIVATE WEALTH LLC 330.14%0.14%0.15%Q1 2023Q3 20233
DecisionPoint Financial, LLC 330.00%0.02%0.05%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.03%0.03%0.03%Q1 2023Q3 20233
LEUTHOLD GROUP, LLC 210.02%0.03%0.03%Q1 2015Q4 20163
Aft, Forsyth & Sober, LLC 330.18%0.19%0.20%Q2 2013Q4 20133
Creative Capital Management Investments LLC 330.15%0.16%0.17%Q1 2023Q3 20233
Nordwand Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Fidelis Capital Partners, LLC 330.15%0.19%0.24%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 211.42%1.43%1.46%Q4 2022Q3 20233
Tilson Financial Group, Inc. 210.37%0.41%0.44%Q4 2022Q3 20233
Financial Partners Group, LLC 330.20%0.31%0.40%Q1 2023Q3 20233
Park Edge Advisors, LLC 330.38%0.41%0.45%Q1 2023Q3 20233
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 330.37%0.50%0.60%Q1 2023Q3 20233
Grey Street Capital, LLC 330.17%0.19%0.22%Q1 2023Q3 20233
PFG Investments, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
O'Connor Financial Group LLC 330.87%0.91%0.95%Q1 2023Q3 20233
Noble Family Wealth, LLC 333.17%3.22%3.30%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.36%0.38%0.40%Q1 2023Q3 20233
Advocacy Wealth Management Services, LLC 110.02%0.10%0.23%Q2 2013Q2 20173
Legacy Capital Group California, Inc. 330.80%1.05%1.21%Q1 2023Q3 20233
ABLE Financial Group, LLC 334.50%4.65%4.89%Q1 2023Q3 20233
National Wealth Management Group, LLC 210.22%0.37%0.64%Q4 2022Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 331.00%1.06%1.18%Q1 2023Q3 20233
Trivant Custom Portfolio Group, LLC 330.09%0.11%0.12%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.32%0.84%1.61%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Disciplina Capital Management LLC 334.73%7.02%8.35%Q1 2021Q3 20213
INSPIRION WEALTH ADVISORS, LLC 330.08%0.10%0.13%Q2 2022Q4 20223
CenterStar Fund, LLC 110.02%0.13%0.34%Q4 2016Q4 20163
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
LEO BROKERAGE, LLC 210.05%0.06%0.08%Q1 2022Q2 20233
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 330.03%0.03%0.03%Q2 2013Q4 20133
JRM Investment Counsel, LLC 330.20%0.21%0.24%Q1 2015Q3 20153
MACKAY SHIELDS LLC 110.01%0.02%0.02%Q1 2019Q4 20203
MONTAG & CALDWELL, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Alken Asset Management Ltd 330.14%0.33%0.47%Q2 2017Q4 20173
FutureAdvisor, Inc. 330.04%0.05%0.06%Q1 2015Q3 20153
COASTLAND CAPITAL LLC 110.05%0.33%0.52%Q4 2015Q4 20153
HANCOCK WHITNEY INVESTMENT SERVICES INC. 332.51%4.92%6.64%Q4 2021Q2 20223
J.P. Turner & Co Capital Mnagement, LLC 330.27%0.32%0.36%Q1 2015Q3 20153
RHUMBLINE ADVISERS 210.00%0.01%0.01%Q2 2020Q3 20233
Pacer Advisors, Inc. 210.00%0.01%0.02%Q2 2016Q4 20193
Raab & Moskowitz Asset Management LLC 110.05%0.06%0.08%Q4 2014Q4 20193
SECURITY NATIONAL BANK OF SO DAK 210.31%0.32%0.33%Q4 2022Q3 20233
SYM FINANCIAL Corp 110.00%0.02%0.07%Q4 2018Q2 20223
Gateway Advisory, LLC 210.09%0.11%0.14%Q4 2016Q3 20173
Boussard & Gavaudan Investment Management LLP 210.30%1.94%3.82%Q1 2015Q1 20173
BECKER CAPITAL MANAGEMENT INC 330.76%0.80%0.83%Q1 2023Q3 20233
Shamrock Asset Management LLC 210.00%0.01%0.03%Q2 2014Q3 20173
Axiom Investment Management LLC 330.00%0.00%0.01%Q1 2019Q3 20193
AIA Group Ltd 330.36%0.40%0.42%Q1 2017Q3 20173
Signator Financial Services, Inc. 330.01%1.09%1.66%Q1 2013Q3 20133
Grandeur Peak Global Advisors, LLC 210.31%0.48%0.70%Q4 2015Q4 20163
Hamilton Point Investment Advisors, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
XR Securities LLC 330.00%0.06%0.17%Q2 2018Q4 20183
Granite Point Capital Management, L.P. 212.42%3.48%4.14%Q2 2019Q3 20203
BAKER BOYER NATIONAL BANK 332.31%2.36%2.47%Q3 2017Q1 20183
Logan Stone Capital, LLC 330.34%0.77%1.61%Q1 2022Q3 20223
Verity Asset Management, Inc. 330.59%0.66%0.70%Q2 2017Q4 20173
Redhawk Wealth Advisors, Inc. 210.00%0.98%1.52%Q2 2019Q2 20233
Strategic Capital Group LLC 210.02%0.10%0.27%Q2 2013Q1 20143
JABODON PT CO 3313.97%15.81%18.99%Q4 2017Q2 20183
Banco BTG Pactual S.A. 210.13%2.43%6.53%Q4 2016Q1 20193
J. W. Coons Advisors, LLC 110.06%0.18%0.25%Q3 2020Q1 20223
MKD WEALTH COACHES, LLC 210.01%0.80%2.40%Q1 2019Q4 20213
BIP Wealth, LLC 334.15%4.66%5.55%Q1 2023Q3 20233
MITCHELL SINKLER & STARR/PA 330.18%0.22%0.24%Q2 2013Q4 20133
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 330.04%0.04%0.05%Q1 2023Q3 20233
HERSHEY TRUST CO 210.02%0.02%0.03%Q1 2020Q4 20203
COMMUNITY TRUST & INVESTMENT CO 110.02%0.02%0.03%Q2 2015Q4 20203
LANDAAS & CO /WI /ADV 210.03%0.04%0.04%Q3 2017Q2 20183
Winch Advisory Services, LLC 210.01%0.02%0.02%Q1 2014Q1 20153
ACADIAN ASSET MANAGEMENT LLC 330.02%0.02%0.02%Q1 2023Q3 20233
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.10%0.31%0.42%Q3 2015Q3 20153
Strategic Income Management, LLC 334.73%4.83%4.98%Q4 2014Q2 20153
Polaris Wealth Advisory Group, LLC 210.05%0.10%0.16%Q4 2014Q1 20163
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
HORAN CAPITAL MANAGEMENT 210.13%0.17%0.22%Q3 2014Q1 20173
Inscription Capital, LLC 210.03%0.08%0.14%Q4 2018Q2 20213
Johns Hopkins University 330.62%0.66%0.72%Q1 2023Q3 20233
Evolution Wealth Advisors, LLC 210.01%0.02%0.04%Q2 2021Q3 20233
KMG FIDUCIARY PARTNERS, LLC 330.25%0.26%0.26%Q1 2023Q3 20233
MDE Group 220.24%0.25%0.27%Q4 2014Q1 20152
Morton Capital Management LLC/CA 220.07%0.07%0.08%Q1 2023Q2 20232
Waterloo Capital, L.P. 220.89%1.04%1.19%Q1 2023Q2 20232
WASATCH ADVISORS LP 220.01%0.02%0.04%Q4 2013Q1 20142
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q1 2023Q3 20232
PERRY CAPITAL 113.38%9.90%16.42%Q1 2014Q1 20152
Stevard, LLC 220.13%0.15%0.16%Q4 2019Q1 20202
Safeguard Investment Advisory Group, LLC 110.09%0.10%0.10%Q4 2020Q1 20232
THOMASPARTNERS, INC. 220.01%0.01%0.01%Q2 2013Q3 20132
Davis Capital Management 220.25%0.25%0.25%Q1 2020Q2 20202
PVG ASSET MANAGEMENT CORP 113.62%4.33%5.05%Q1 2020Q3 20212
INTECH INVESTMENT MANAGEMENT LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Boston Partners 220.00%0.00%0.00%Q4 2016Q1 20172
CI Global Investments Inc. 110.19%0.34%0.49%Q4 2015Q3 20182
AlphaStar Capital Management, LLC 110.05%0.10%0.14%Q4 2017Q2 20202
Great Lakes Retirement, Inc. 220.14%0.14%0.14%Q4 2019Q1 20202
Carnick & Kubik, LLC 110.01%0.01%0.01%Q3 2015Q1 20162
Sentinus, LLC 220.08%0.09%0.11%Q1 2023Q2 20232
Ascension Capital Advisors, Inc. 223.36%3.66%3.97%Q2 2023Q3 20232
Centiva Capital, LP 110.00%0.00%0.00%Q3 2023Q3 20232
PIERSHALE FINANCIAL GROUP, INC. 110.02%2.00%3.97%Q4 2015Q2 20232
Coppell Advisory Solutions Corp. 220.25%0.60%0.95%Q4 2022Q1 20232
Wills Financial Group, Inc. 220.21%0.23%0.26%Q2 2014Q3 20142
MONTAGE INVESTMENTS, LLC 220.02%0.14%0.25%Q2 2016Q3 20162
AMJ Financial Wealth Management 220.25%0.31%0.38%Q4 2020Q1 20212
HARBOR CAPITAL ADVISORS, INC. 220.04%0.04%0.05%Q3 2023Q4 20232
New Potomac Partners, LLC 220.00%0.00%0.01%Q2 2020Q3 20202
TKG Advisors, LLC 220.16%0.17%0.18%Q2 2023Q3 20232
Counsel Portfolio Services Inc. 221.22%1.35%1.49%Q4 2015Q1 20162
Jump Financial, LLC 110.10%0.47%0.85%Q2 2021Q2 20222
XML SECURITIES, LLC 220.52%0.53%0.54%Q4 2017Q1 20182
Stratford Consulting, LLC 220.03%0.03%0.04%Q4 2019Q1 20202
Insight Advisors, LLC/ PA 220.05%0.05%0.06%Q2 2023Q3 20232
Bayesian Capital Management, LP 110.17%0.21%0.25%Q3 2018Q4 20192
Carlyle Group Inc. 220.02%0.02%0.02%Q4 2014Q1 20152
BBVA USA 223.81%3.85%3.89%Q2 2021Q3 20212
Signet Investment Advisory Group, Inc. 110.02%0.02%0.02%Q4 2018Q4 20202
ARGENTIERE CAPITAL AG 111.00%9.59%18.18%Q3 2015Q3 20152
MCKINLEY CAPITAL MANAGEMENT LLC 110.02%0.06%0.10%Q4 2013Q4 20162
Gyon Technologies Capital Management, LP 220.17%0.20%0.23%Q1 2022Q2 20222
SITTNER & NELSON, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
WILLNER & HELLER, LLC 220.26%0.27%0.28%Q4 2021Q1 20222
Fortitude Advisory Group L.L.C. 220.08%0.09%0.10%Q4 2021Q1 20222
SWS Partners 220.00%0.00%0.01%Q4 2017Q1 20182
Legacy Capital Wealth Partners, LLC 110.26%0.27%0.29%Q1 2023Q3 20232
Oak Point Wealth Management 220.42%0.48%0.55%Q4 2017Q1 20182
Aureus Asset Management, LLC 110.08%0.08%0.09%Q4 2015Q4 20222
Shay Capital LLC 220.05%0.06%0.06%Q2 2022Q3 20222
HCR Wealth Advisors 220.01%0.01%0.01%Q4 2019Q1 20202
Filbrandt Wealth Management, LLC 110.00%0.05%0.11%Q4 2019Q2 20202
CapWealth Advisors, LLC 110.00%0.00%0.00%Q2 2014Q1 20162
WealthStone, Inc. 220.57%0.58%0.59%Q4 2020Q1 20212
DE BURLO GROUP INC 221.06%1.45%1.85%Q1 2023Q2 20232
Genus Capital Management Inc. 220.40%0.40%0.40%Q2 2023Q3 20232
TMD Wealth Management, LLC 220.07%0.07%0.08%Q2 2023Q3 20232
ARISTEIA CAPITAL, L.L.C. 110.73%0.73%0.73%Q3 2018Q3 20182
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.08%0.10%0.12%Q2 2018Q1 20222
Crossvault Capital Management LLC 220.21%0.27%0.33%Q1 2015Q2 20152
Legacy Wealth Management, Inc 110.00%1.88%3.76%Q4 2015Q4 20162
Aspen Grove Capital, LLC 220.21%0.23%0.25%Q2 2023Q3 20232
MEYER HANDELMAN CO 220.17%0.17%0.17%Q2 2015Q3 20152
Balboa Wealth Partners 220.18%0.20%0.22%Q2 2023Q3 20232
Idaho Trust Bank 226.29%6.52%6.75%Q2 2023Q3 20232
Financial Gravity Companies, Inc. 110.09%0.11%0.13%Q1 2018Q4 20182
Fee-Only Financial Planning, L.C. 220.19%0.20%0.21%Q4 2022Q1 20232
iA Global Asset Management Inc. 220.39%0.54%0.69%Q2 2023Q3 20232
AMUSSEN HUNSAKER ASSOCIATES LLC 220.04%0.04%0.04%Q2 2018Q3 20182
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 220.03%0.03%0.03%Q2 2020Q3 20202
JENNISON ASSOCIATES LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Ratio Wealth Group 222.35%2.40%2.46%Q2 2023Q3 20232
Total Clarity Wealth Management, Inc. 220.00%0.08%0.16%Q2 2022Q3 20222
OAKWOOD CAPITAL MANAGEMENT LLC/CA 110.08%0.19%0.29%Q4 2015Q4 20162
Empire Financial Management Company, LLC 220.08%0.08%0.08%Q1 2023Q2 20232
STIFEL NICOLAUS & CO INC \MO\ 220.50%0.52%0.53%Q2 2013Q3 20132
FNY Investment Advisers, LLC 220.06%0.10%0.13%Q2 2021Q3 20212
GenWealth Group, Inc. 220.14%0.15%0.15%Q2 2017Q3 20172
Eaton Financial Holdings Company, LLC 220.24%0.39%0.54%Q2 2023Q3 20232
Scotia Asset Management L.P. 220.01%0.03%0.04%Q2 2013Q3 20132
Resolute Advisors LLC 110.00%0.37%0.74%Q2 2021Q3 20232
PYA Waltman Capital, LLC 110.01%0.01%0.01%Q1 2021Q4 20212
Progeny 3, Inc. 112.28%2.65%3.02%Q1 2018Q4 20192
Hardman Johnston Global Advisors LLC 110.02%0.04%0.06%Q4 2018Q4 20222
Reynolds Investment Management, Inc. 221.46%1.48%1.50%Q1 2022Q2 20222
Karn, Couzens & Associates, Inc. 220.14%0.14%0.14%Q4 2021Q1 20222
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
NORTHERN TRUST CO OF CONNECTICUT 220.18%0.19%0.20%Q2 2013Q3 20132
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Drexel Morgan & Co. 220.35%0.49%0.63%Q2 2015Q3 20152
R & A Capital Management, LLC 220.56%0.57%0.58%Q2 2013Q3 20132
Watershed Asset Management, L.L.C. 2212.13%12.49%12.84%Q2 2022Q3 20222
WAFRA INC. 221.27%1.30%1.34%Q4 2015Q1 20162
Surevest, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
DAYMARK WEALTH PARTNERS, LLC 220.04%0.08%0.11%Q2 2023Q3 20232
UNIQUE WEALTH, LLC 220.21%0.84%1.48%Q2 2023Q3 20232
Columbus Macro, LLC 220.06%0.06%0.06%Q4 2019Q1 20202
Riverstone Advisors, LLC 220.23%0.23%0.24%Q4 2018Q1 20192
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Tyler-Stone Wealth Management 220.00%0.00%0.00%Q2 2023Q3 20232
MISSOURI VALLEY PARTNERS, INC. 221.53%1.60%1.67%Q2 2013Q3 20132
Jackson Wealth Management, LLC 221.29%1.30%1.32%Q1 2015Q2 20152
JFG Wealth Management, LLC 220.18%0.18%0.18%Q4 2020Q1 20212
AI Financial Services LLC 2221.48%28.63%35.78%Q3 2018Q4 20182
Whitford Management LLC 220.61%0.62%0.62%Q4 2022Q1 20232
Wealth Quarterback LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Retirement Investment Advisors, Inc. 220.03%0.04%0.04%Q2 2023Q3 20232
Strategic Capital Alternatives LLC 220.00%0.00%0.01%Q2 2015Q3 20152
SPX Gestao de Recursos Ltda 112.83%5.26%7.69%Q3 2013Q2 20162
Modus Advisors, LLC 110.02%0.03%0.05%Q2 2020Q2 20212
PENSECO FINANCIAL SERVICES CORP 220.12%0.12%0.12%Q2 2013Q3 20132
STANCORP INVESTMENT ADVISERS INC 222.45%2.53%2.62%Q4 2014Q1 20152
Gainplan LLC 220.09%0.09%0.09%Q3 2021Q4 20212
1900 WEALTH MANAGEMENT LLC 110.02%0.03%0.03%Q4 2020Q2 20232
BOOTHBAY FUND MANAGEMENT, LLC 220.06%0.10%0.15%Q3 2016Q4 20162
Coastal Bridge Advisors, LLC 110.00%0.01%0.02%Q3 2018Q3 20182
GUIDANCE CAPITAL, INC 220.24%0.57%0.89%Q2 2023Q3 20232
Flaharty Asset Management, LLC 220.06%0.06%0.07%Q2 2023Q3 20232
University of Pittsburgh - Of the Commonwealth System of Higher Education 2214.84%21.77%28.70%Q4 2022Q1 20232
Allegis Investment Advisors, LLC 110.03%0.07%0.12%Q4 2015Q2 20172
Mill Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
ORG Partners LLC 220.01%0.02%0.03%Q2 2023Q3 20232
Cottage Street Advisors LLC 220.25%0.27%0.30%Q4 2019Q1 20202
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 220.26%0.28%0.29%Q2 2018Q3 20182
Tower View Wealth Management LLC 220.01%0.01%0.01%Q4 2021Q1 20222
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2013Q2 20142
Hutchens & Kramer Investment Management Group, LLC 220.82%0.85%0.88%Q4 2021Q1 20222
BTG Pactual Global Asset Management Ltd 110.19%0.26%0.34%Q1 2015Q3 20202
Impact Partnership Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.08%0.08%0.09%Q2 2023Q3 20232
GETCO Holding Company, LLC 110.17%0.23%0.30%Q2 2013Q2 20132
TDAM USA INC. 110.02%0.94%1.86%Q3 2013Q4 20182
NORTHWESTERN MUTUAL LIFE INSURANCE CO 220.00%6.03%12.06%Q2 2013Q3 20132
UNION SAVINGS BANK 220.10%0.16%0.21%Q2 2023Q3 20232
Wilks Brothers, LLC 221.04%1.11%1.18%Q2 2018Q3 20182
ALETHEA CAPITAL MANAGEMENT, LLC 220.02%0.03%0.04%Q2 2015Q3 20152
Financial Planners of Cleveland, Inc. 220.19%0.22%0.25%Q4 2021Q1 20222
PICTON MAHONEY ASSET MANAGEMENT 110.01%0.06%0.11%Q2 2013Q1 20162
Arcataur Capital Management LLC 222.10%2.13%2.16%Q2 2023Q3 20232
Hansberger Growth Investors, LP 221.26%1.80%2.35%Q4 2014Q1 20152
PhaseCapital LP 220.09%4.11%8.12%Q1 2018Q2 20182
Investment Counsel Inc. 220.22%0.24%0.25%Q4 2015Q1 20162
Corundum Trust Company, INC 223.70%3.73%3.76%Q2 2023Q3 20232
Highstreet Asset Management Inc. 220.07%0.13%0.19%Q3 2015Q4 20152
PICTET ASSET MANAGEMENT LTD 220.02%0.04%0.08%Q3 2015Q4 20152
COWEN INC. 110.02%0.07%0.11%Q2 2013Q1 20172
StellarOne CORP 220.04%0.04%0.04%Q2 2013Q3 20132
C2C Wealth Management, LLC 220.20%0.20%0.21%Q4 2021Q1 20222
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 110.86%5.59%10.31%Q3 2021Q1 20222
Game Plan Financial Advisors, LLC 220.35%0.37%0.38%Q4 2019Q1 20202
ANCORA FAMILY WEALTH ADVISORS, LLC 110.09%0.10%0.10%Q3 2015Q3 20162
Eagle Ridge Investment Management 220.06%0.07%0.07%Q4 2021Q1 20222
Julex Capital Management, LLC 220.01%0.04%0.07%Q2 2019Q3 20192
WRAPMANAGER INC 220.25%0.40%0.56%Q3 2012Q4 20122
Dixon Hughes Goodman Wealth Advisors LLC 220.06%0.10%0.13%Q4 2021Q1 20222
SEVEN MILE ADVISORY 220.39%0.42%0.46%Q2 2023Q3 20232
WMG Financial Advisors, LLC 220.50%0.78%1.05%Q2 2023Q3 20232
Kohmann Bosshard Financial Services, LLC 110.05%0.06%0.06%Q4 2019Q2 20202
Opal Wealth Advisors, LLC 110.33%0.38%0.44%Q4 2021Q4 20222
Evolution Advisers, Inc. 220.01%0.01%0.01%Q2 2022Q3 20222
CTC Alternative Strategies, Ltd. 110.01%0.04%0.07%Q2 2013Q2 20132
One River Asset Management, LLC 110.11%0.11%0.11%Q1 2023Q1 20232
AGRAN LIBBIE 220.05%0.05%0.06%Q4 2014Q1 20152
AFT, FORSYTH & COMPANY, INC. 220.02%0.02%0.02%Q2 2013Q3 20132
PFW Advisors LLC 221.08%1.08%1.09%Q2 2023Q3 20232
MONTRUSCO BOLTON INVESTMENTS INC. 220.04%0.05%0.06%Q2 2013Q3 20132
Spears Abacus Advisors LLC 110.02%0.05%0.08%Q4 2019Q3 20202
BLODGETT WEALTH ADVISORS, LLC 220.57%0.58%0.60%Q4 2021Q1 20222
CAXTON CORP 221.20%1.21%1.22%Q3 2021Q4 20212
Sterling Financial Group, Inc. 220.19%0.19%0.19%Q4 2022Q1 20232
Allston Trading LLC 110.00%4.20%8.40%Q2 2013Q2 20142
9258 Wealth Management, LLC 110.06%0.06%0.07%Q4 2021Q4 20222
Bain Capital Public Equity, LP 221.93%2.12%2.32%Q2 2023Q3 20232
Alpha Quant Advisors, LLC 220.09%0.09%0.10%Q4 2018Q1 20192
CGC Financial Services, LLC 220.33%0.33%0.34%Q2 2023Q3 20232
Selective Wealth Management, Inc. 220.03%0.03%0.04%Q2 2022Q3 20222
361 CAPITAL LLC 112.12%4.11%6.10%Q4 2015Q3 20162
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
BANK HAPOALIM BM 110.76%1.40%2.03%Q4 2020Q1 20222
Willow Street Advisors LLC 220.50%0.52%0.53%Q3 2013Q4 20132
Calvert Investment Management, Inc. 220.07%0.29%0.50%Q1 2016Q2 20162
Sound View Wealth Advisors, LLC 220.38%0.40%0.42%Q4 2018Q1 20192
Daniel Devine & Co 220.32%0.32%0.32%Q3 2017Q4 20172
Northstar Advisory Group, LLC 220.22%0.22%0.23%Q2 2023Q3 20232
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 220.14%0.14%0.15%Q2 2022Q3 20222
Marketfield Asset Management LLC 222.92%6.08%9.24%Q4 2019Q1 20202
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.02%0.04%0.06%Q4 2020Q3 20222
PHILADELPHIA INTERNATIONAL ADVISORS LP 110.12%0.48%0.84%Q4 2013Q4 20142
Tilden Park Management I LLC 1111.17%11.17%11.17%Q2 2016Q2 20162
Icon Wealth Advisors, LLC 220.14%0.15%0.16%Q3 2022Q4 20222
Brevan Howard Capital Management LP 220.05%0.08%0.11%Q2 2022Q3 20222
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
IronBridge Private Wealth, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Bellwether Investment Group, LLC 110.01%0.01%0.01%Q2 2016Q4 20162
BROADMARK ASSET MANAGEMENT LLC 116.29%7.22%8.15%Q1 2015Q4 20172
Weiss Multi-Strategy Advisers LLC 110.02%0.05%0.07%Q4 2019Q2 20232
VERUS CAPITAL PARTNERS, LLC 220.01%0.02%0.04%Q4 2019Q1 20202
Pinion Investment Advisors, LLC 220.62%0.73%0.84%Q2 2023Q3 20232
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.02%1.36%2.71%Q4 2020Q4 20212
FIDUCIARY SERVICES CORP/GA 220.09%0.09%0.09%Q4 2014Q1 20152
MCIA Inc 220.02%0.02%0.02%Q2 2017Q3 20172
Kingfisher Capital LLC 220.26%0.26%0.26%Q2 2023Q3 20232
VAUGHAN & Co SECURITIES, INC. 220.04%0.04%0.04%Q4 2019Q1 20202
Peoples Bank/KS 220.41%0.41%0.42%Q3 2023Q4 20232
Blackston Financial Advisory Group, LLC 220.52%0.52%0.52%Q1 2023Q2 20232
SWMG, LLC 2210.08%10.55%11.02%Q4 2021Q1 20222
Baltimore-Washington Financial Advisors Inc. 220.99%1.05%1.11%Q2 2013Q3 20132
Graham Capital Management, L.P. 110.03%1.26%2.50%Q1 2015Q2 20182
Strategic Wealth Investment Group, LLC 220.03%0.04%0.06%Q1 2023Q2 20232
NORTHROAD CAPITAL MANAGEMENT LLC 110.42%0.78%1.14%Q4 2014Q4 20152
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 110.00%0.09%0.18%Q3 2017Q4 20192
Banyan Partners, LLC 220.85%1.07%1.30%Q3 2013Q4 20132
Exchange Bank 220.47%0.50%0.52%Q2 2023Q3 20232
Maryland State Retirement & Pension System 220.05%0.07%0.09%Q2 2023Q3 20232
Your Advocates Ltd., LLP 220.00%0.01%0.01%Q1 2020Q2 20202
AFFINIA FINANCIAL GROUP, LLC 110.48%0.48%0.48%Q4 2019Q4 20191
Private Wealth Partners, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Emerald Advisors, LLC 110.73%0.73%0.73%Q4 2019Q4 20191
FIDELITY D & D BANCORP INC 110.46%0.46%0.46%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.21%0.21%0.21%Q3 2023Q3 20231
Clarfeld Financial Advisors, LLC 118.72%8.72%8.72%Q4 2018Q4 20181
Power Corp of Canada 110.08%0.08%0.08%Q1 2022Q1 20221
SPROTT INC. 110.04%0.04%0.04%Q1 2015Q1 20151
Opus Capital Group, LLC 110.04%0.04%0.04%Q1 2014Q1 20141
Lloyd Advisory Services, LLC. 110.01%0.01%0.01%Q1 2022Q1 20221
Quantum Capital Management, LLC / NJ 110.01%0.01%0.01%Q3 2017Q3 20171
BT Wealth Management LLC 112.77%2.77%2.77%Q4 2018Q4 20181
Marks Group Wealth Management, Inc 110.03%0.03%0.03%Q4 2021Q4 20211
Summit Equities Inc 110.32%0.32%0.32%Q4 2014Q4 20141
Divergent Planning, LLC 110.72%0.72%0.72%Q3 2022Q3 20221
OSTERWEIS CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q3 2022Q3 20221
Sequoia Wealth Management, LLC 112.60%2.60%2.60%Q4 2017Q4 20171
Financial Advantage, Inc. 110.03%0.03%0.03%Q4 2013Q4 20131
Kabarec Financial Advisors, Ltd. 110.01%0.01%0.01%Q1 2018Q1 20181
Baillie Gifford 110.00%0.00%0.00%Q1 2016Q1 20161
SCHNIEDERS CAPITAL MANAGEMENT LLC 110.11%0.11%0.11%Q4 2019Q4 20191
Horizon Kinetics 110.01%0.01%0.01%Q4 2014Q4 20141
SCOGGIN MANAGEMENT LP 110.26%0.26%0.26%Q1 2015Q1 20151
Platte River Wealth Advisors, LLC 110.33%0.33%0.33%Q4 2019Q4 20191
STRATEGIC CAPITAL ADVISERS, INC. 110.04%0.04%0.04%Q3 2019Q3 20191
MANA Advisors LLC 111.17%1.17%1.17%Q2 2018Q2 20181
Silver Bridge Capital Management LLC 112.35%2.35%2.35%Q2 2013Q2 20131
JLB & ASSOCIATES INC 110.14%0.14%0.14%Q4 2016Q4 20161
AURORA FINANCIAL ADVISORS, LLC 110.36%0.36%0.36%Q4 2017Q4 20171
ADVISOR CONSULTANT NETWORK INC 110.17%0.17%0.17%Q3 2016Q3 20161
Allen Capital Group, LLC 110.84%0.84%0.84%Q4 2022Q4 20221
ARMOR ADVISORS, L.L.C. 1125.55%25.55%25.55%Q1 2022Q1 20221
Wakefield Asset Management LLLP 112.04%2.04%2.04%Q4 2022Q4 20221
PDS Planning, Inc 110.18%0.18%0.18%Q3 2018Q3 20181
FURE FINANCIAL CORP 110.02%0.02%0.02%Q1 2021Q1 20211
Kessler Investment Group, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
HARVARD MANAGEMENT CO INC 1116.06%16.06%16.06%Q1 2017Q1 20171
AXS Investments LLC 110.22%0.22%0.22%Q3 2021Q3 20211
SMITH CHAS P & ASSOCIATES PA CPAS 110.22%0.22%0.22%Q1 2016Q1 20161
Gallagher Fiduciary Advisors, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
STRATEGIC WEALTH MANAGEMENT INC 113.67%3.67%3.67%Q2 2019Q2 20191
Rotella Capital Management, Inc. 110.66%0.66%0.66%Q3 2013Q3 20131
Kopernik Global Investors, LLC 118.95%8.95%8.95%Q1 2020Q1 20201
BEDEL FINANCIAL CONSULTING INC 110.27%0.27%0.27%Q3 2023Q3 20231
LifeSteps Financial, Inc. 110.63%0.63%0.63%Q4 2019Q4 20191
Buffington Mohr McNeal 110.01%0.01%0.01%Q1 2019Q1 20191
SILVER OAK SECURITIES, INCORPORATED 110.08%0.08%0.08%Q2 2023Q2 20231
FIRST INTERSTATE BANCSYSTEM INC 110.47%0.47%0.47%Q1 2021Q1 20211
Atika Capital Management LLC 112.64%2.64%2.64%Q1 2019Q1 20191
Guild Investment Management, Inc. 110.70%0.70%0.70%Q4 2012Q4 20121
Rather & Kittrell, Inc. 110.07%0.07%0.07%Q4 2021Q4 20211
CastleArk Alternatives, LLC 111.58%1.58%1.58%Q3 2021Q3 20211
REINHART PARTNERS, LLC. 110.03%0.03%0.03%Q2 2013Q2 20131
SOCIETE GENERALE 111.40%1.40%1.40%Q2 2016Q2 20161
CMT Asset Management Ltd 115.88%5.88%5.88%Q4 2012Q4 20121
Johnson Midwest Financial, LLC 1112.97%12.97%12.97%Q2 2023Q2 20231
Wunderlich Capital Managemnt 110.10%0.10%0.10%Q1 2017Q1 20171
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.00%0.00%0.00%Q2 2022Q2 20221
Sheets Smith Investment Management 110.53%0.53%0.53%Q4 2022Q4 20221
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
TLWM 110.84%0.84%0.84%Q4 2022Q4 20221
NAVELLIER & ASSOCIATES INC 110.45%0.45%0.45%Q3 2012Q3 20121
Mondrian Investment Partners LTD 110.01%0.01%0.01%Q4 2014Q4 20141
Dynamic Technology Lab Private Ltd 110.03%0.03%0.03%Q4 2022Q4 20221
Cascadia Advisory Services, LLC 110.86%0.86%0.86%Q4 2019Q4 20191
Epoch Investment Partners, Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
Centerpoint Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Campbell Wealth Management 110.01%0.01%0.01%Q2 2020Q2 20201
Day & Ennis, LLC 110.27%0.27%0.27%Q4 2015Q4 20151
PNC Managed Account Solutions, Inc. 110.10%0.10%0.10%Q2 2021Q2 20211
Cooper Financial Group 110.24%0.24%0.24%Q4 2020Q4 20201
Allred Capital Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
FT Options LLC 110.04%0.04%0.04%Q1 2016Q1 20161
OneAscent Financial Services LLC 110.33%0.33%0.33%Q1 2022Q1 20221
DRW SECURITIES, L.L.C. 110.32%0.32%0.32%Q3 2022Q3 20221
CLEARY GULL INC. 110.14%0.14%0.14%Q1 2015Q1 20151
KNIGHT CAPITAL GROUP LLC 110.35%0.35%0.35%Q2 2013Q2 20131
SeaBridge Investment Advisors LLC 110.02%0.02%0.02%Q2 2014Q2 20141
FSB PREMIER WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Coyle Financial Counsel LLC 110.35%0.35%0.35%Q3 2016Q3 20161
Select Equity Group, L.P. 110.80%0.80%0.80%Q4 2014Q4 20141
ALLSTATE INVESTMENT MANAGEMENT CO 111.96%1.96%1.96%Q4 2022Q4 20221
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Advisory Resource Group 110.12%0.12%0.12%Q2 2019Q2 20191
BEACON FINANCIAL GROUP 110.09%0.09%0.09%Q3 2013Q3 20131
Paragon Advisors, LLC 111.12%1.12%1.12%Q4 2022Q4 20221
Ameraudi Asset Management, Inc. 110.35%0.35%0.35%Q3 2020Q3 20201
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 110.88%0.88%0.88%Q4 2017Q4 20171
CORBETT ROAD CAPITAL MANAGEMENT, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
EPIQ PARTNERS, LLC 110.26%0.26%0.26%Q4 2019Q4 20191
COOLIDGE FRANCIS L 111.54%1.54%1.54%Q2 2013Q2 20131
Silicon Hills Wealth Management, LLC 110.17%0.17%0.17%Q4 2019Q4 20191
Wright Fund Management, LLC 110.58%0.58%0.58%Q2 2023Q2 20231
Rokos Capital Management LLP 110.76%0.76%0.76%Q3 2023Q3 20231
Biondo Investment Advisors, LLC 112.98%2.98%2.98%Q4 2018Q4 20181
Carmel Capital Partners, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Andrew Hill Investment Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Texan Capital Management 110.23%0.23%0.23%Q4 2017Q4 20171
Helen Stephens Group, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
ARROWGRASS CAPITAL PARTNERS (US) LP 110.02%0.02%0.02%Q1 2014Q1 20141
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
KEB ASSET MANAGEMENT, LLC 110.15%0.15%0.15%Q3 2022Q3 20221
NAYA CAPITAL MANAGEMENT UK LTD 119.26%9.26%9.26%Q4 2021Q4 20211
Masso Torrence Wealth Management Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Clarius Group, LLC 110.30%0.30%0.30%Q4 2015Q4 20151
FAYEZ SAROFIM & CO 110.00%0.00%0.00%Q4 2020Q4 20201
FORT PITT CAPITAL GROUP, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
SHELTON WEALTH MANAGEMENT, LLC 111.38%1.38%1.38%Q4 2022Q4 20221
ASSET ADVISORS CORP 110.00%0.00%0.00%Q2 2015Q2 20151
Bell Investment Advisors, Inc 110.00%0.00%0.00%Q4 2022Q4 20221
Garda Capital Partners LP 110.02%0.02%0.02%Q4 2022Q4 20221
Revisor Wealth Management LLC 111.15%1.15%1.15%Q2 2023Q2 20231
GALAXY CAPITAL TRADING LTD 116.50%6.50%6.50%Q4 2013Q4 20131
Twelve Points Wealth Management LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Kelman-Lazarov, Inc. 110.04%0.04%0.04%Q1 2016Q1 20161
Artisan Partners Limited Partnership 110.13%0.13%0.13%Q4 2016Q4 20161
SAXON INTERESTS, INC. 110.12%0.12%0.12%Q4 2022Q4 20221
Glen Point Capital LLP 1120.80%20.80%20.80%Q4 2019Q4 20191
Chapwood Capital Investment Management, LLC 110.74%0.74%0.74%Q4 2019Q4 20191
LSV ASSET MANAGEMENT 110.02%0.02%0.02%Q4 2017Q4 20171
Miramar Fiduciary Corp 110.01%0.01%0.01%Q4 2018Q4 20181
NCM Capital Management, LLC 110.21%0.21%0.21%Q2 2022Q2 20221
Renasant Bank 110.17%0.17%0.17%Q4 2020Q4 20201
Coco Enterprises, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
RUSHMORE INVESTMENT ADVISORS, INC. 110.04%0.04%0.04%Q2 2013Q2 20131
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q1 2022Q1 20221
CONFLUENCE INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Guardian Wealth Advisors, LLC 110.55%0.55%0.55%Q1 2021Q1 20211
Genesee Capital Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Benefit Street Partners LLC 110.37%0.37%0.37%Q2 2021Q2 20211
Gratus Capital, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
Hayden Royal, LLC 110.15%0.15%0.15%Q4 2018Q4 20181
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.24%0.24%0.24%Q2 2022Q2 20221
WCG Wealth Advisors LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Prostatis Group LLC 110.35%0.35%0.35%Q4 2019Q4 20191
JOURNEY STRATEGIC WEALTH LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Naviter Wealth, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
New Millennium Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Impax Asset Management LTD 111.11%1.11%1.11%Q1 2016Q1 20161
Stillwater Investment Management, LLC 111.11%1.11%1.11%Q4 2013Q4 20131
Sapphire Star Partners LP 110.01%0.01%0.01%Q2 2018Q2 20181
Hamilton Capital, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Evermore Global Advisors, LLC 113.86%3.86%3.86%Q4 2018Q4 20181
Verus Financial Partners, Inc. 110.94%0.94%0.94%Q3 2020Q3 20201
Empirical Finance, LLC 110.24%0.24%0.24%Q1 2017Q1 20171
Karpus Management, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
Taylor, Cottrill LLC 111.28%1.28%1.28%Q2 2015Q2 20151
VANCE WEALTH, INC. 110.24%0.24%0.24%Q4 2021Q4 20211
KRS Capital Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Dana Investment Advisors, Inc. 110.03%0.03%0.03%Q3 2013Q3 20131
SkyView Investment Advisors, LLC 110.48%0.48%0.48%Q3 2023Q3 20231
Mariner Wealth Advisors-NYC, LLC 118.26%8.26%8.26%Q1 2015Q1 20151
Marion Wealth Management 110.08%0.08%0.08%Q3 2023Q3 20231
Watson Rebecca 110.07%0.07%0.07%Q2 2020Q2 20201
Upper Left Wealth Management, LLC 110.29%0.29%0.29%Q2 2022Q2 20221
ONTARIO TEACHERS PENSION PLAN BOARD 110.20%0.20%0.20%Q2 2017Q2 20171
Gibson Wealth Advisors LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Roger Wittlin Investment Advisory, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Forbes Financial Planning, Inc. 110.64%0.64%0.64%Q4 2021Q4 20211
Intergy Private Wealth, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
BluePath Capital Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
SHUFRO ROSE & CO LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Continuum Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
OUTFITTER FINANCIAL LLC 110.03%0.03%0.03%Q4 2021Q4 20211
FundX Investment Group, LLC 113.21%3.21%3.21%Q3 2013Q3 20131
Per Stirling Capital Management, LLC. 110.18%0.18%0.18%Q4 2022Q4 20221
Mystic Asset Management, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Legacy Wealth Asset Management, LLC 110.51%0.51%0.51%Q4 2021Q4 20211
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Glassy Mountain Advisors, Inc. 1114.32%14.32%14.32%Q1 2023Q1 20231
SHAYNE & JACOBS, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
XPONANCE, INC. 110.58%0.58%0.58%Q1 2020Q1 20201
AdvisorShares Investments LLC 1111.56%11.56%11.56%Q2 2023Q2 20231
ADE, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
WealthTrust-Arizona, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Symmetry Investments LP 111.52%1.52%1.52%Q3 2022Q3 20221
Safeguard Financial, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
WESPAC Advisors, LLC 110.60%0.60%0.60%Q2 2013Q2 20131
Permit Capital Advisors, LLC 110.18%0.18%0.18%Q1 2022Q1 20221
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
FSC Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Rainier Group Investment Advisory LLC 110.24%0.24%0.24%Q1 2018Q1 20181
Vermillion Asset Management LLC 113.84%3.84%3.84%Q2 2013Q2 20131
Hedeker Wealth, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
DHJJ Financial Advisors, Ltd. 110.04%0.04%0.04%Q3 2023Q3 20231
Baring International Investment Ltd 110.05%0.05%0.05%Q2 2014Q2 20141
Lebenthal Holdings,LLC 110.05%0.05%0.05%Q2 2016Q2 20161
Opes Advisors Inc 110.41%0.41%0.41%Q4 2016Q4 20161
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q2 2023Q2 20231
Mawer Investment Management Ltd. 110.06%0.06%0.06%Q1 2016Q1 20161
Questar Asset Management, Inc. 110.26%0.26%0.26%Q4 2018Q4 20181
Precision Wealth Strategies, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
Glaxis Capital Management, LLC 1115.33%15.33%15.33%Q3 2019Q3 20191
Cypress Capital Management LLC (WY) 110.03%0.03%0.03%Q4 2014Q4 20141
FNY Managed Accounts LLC 110.12%0.12%0.12%Q1 2017Q1 20171
VALLEY WEALTH MANAGERS, INC. 110.02%0.02%0.02%Q2 2019Q2 20191
Lebenthal Wealth Advisors, LLC 111.09%1.09%1.09%Q2 2016Q2 20161
Forefront Analytics, LLC 110.33%0.33%0.33%Q1 2018Q1 20181
Plan Group Financial, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Estate Counselors, LLC 111.01%1.01%1.01%Q1 2022Q1 20221
Wealth & Pension Services Group, Inc. 110.22%0.22%0.22%Q3 2018Q3 20181
GenTrust, LLC 110.28%0.28%0.28%Q3 2020Q3 20201
New Harbor Financial Group, LLC 1111.80%11.80%11.80%Q1 2014Q1 20141
ATWOOD & PALMER INC 110.01%0.01%0.01%Q3 2014Q3 20141
Symmetry Partners, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Second Half Financial Partners, LLC 111.56%1.56%1.56%Q2 2023Q2 20231
Blueprint Investment Partners LLC 110.11%0.11%0.11%Q4 2022Q4 20221
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
WPWealth LLP 110.11%0.11%0.11%Q4 2022Q4 20221
Cardinal Point Capital Management ULC 110.06%0.06%0.06%Q2 2023Q2 20231
MGO Private Wealth, LLC 110.14%0.14%0.14%Q3 2022Q3 20221
DRIVE WEALTH MANAGEMENT, LLC 111.08%1.08%1.08%Q4 2021Q4 20211
KCS Wealth Advisory 110.01%0.01%0.01%Q3 2019Q3 20191
WBI INVESTMENTS, LLC 110.05%0.05%0.05%Q1 2017Q1 20171
Tradeworx Inc. 110.70%0.70%0.70%Q1 2014Q1 20141
Strategic Investment Solutions, Inc. /IL 110.02%0.02%0.02%Q1 2023Q1 20231
Pinnacle Wealth Advisors 110.98%0.98%0.98%Q2 2021Q2 20211
Octavia Wealth Advisors, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Telemus Investment Management, LLC 110.51%0.51%0.51%Q2 2013Q2 20131
CARDEROCK CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q1 2014Q1 20141
OmniStar Financial Group, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
Align Wealth Management, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
Anson Funds Management LP 111.76%1.76%1.76%Q1 2023Q1 20231
Paragon Capital Management LLC 110.35%0.35%0.35%Q3 2015Q3 20151
Brown Miller Wealth Management, LLC 110.20%0.20%0.20%Q2 2023Q2 20231
RMF GP, LLC 110.22%0.22%0.22%Q3 2013Q3 20131
Barton Investment Management 110.00%0.00%0.00%Q4 2015Q4 20151
Black Swift Group, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Kaydan Wealth Management, Inc. 115.71%5.71%5.71%Q3 2023Q3 20231
Founders Capital Management 110.01%0.01%0.01%Q1 2018Q1 20181
Team Hewins, LLC 118.06%8.06%8.06%Q3 2023Q3 20231
Ipsen Advisor Group LLC 110.33%0.33%0.33%Q4 2022Q4 20221
Legacy Financial Group LLC 110.02%0.02%0.02%Q3 2023Q3 20231
TFB Advisors LLC 110.16%0.16%0.16%Q2 2023Q2 20231
TOEWS CORP /ADV 117.04%7.04%7.04%Q4 2010Q4 20101
MSF Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Johnson Financial Group, LLC 114.16%4.16%4.16%Q4 2016Q4 20161
Israel Discount Bank of New York 110.05%0.05%0.05%Q1 2018Q1 20181
BFSG, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
Goodman Financial Corp 110.11%0.11%0.11%Q3 2019Q3 20191
Total Wealth Planning, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Delta Financial Group, Inc. 110.11%0.11%0.11%Q4 2022Q4 20221
Nadler Financial Group, Inc. 110.14%0.14%0.14%Q4 2013Q4 20131
qPULA Trading Management LP 111.24%1.24%1.24%Q4 2020Q4 20201
Bensler, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
True Wealth Design, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Strait & Sound Wealth Management LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Lakewood Asset Management LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Arrow Investment Advisors, LLC 114.77%4.77%4.77%Q2 2023Q2 20231
MIZUHO MARKETS AMERICAS LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Bull Oak Capital, LLC 115.00%5.00%5.00%Q3 2022Q3 20221
Independent Family Office, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Two Seas Capital LP 118.70%8.70%8.70%Q3 2022Q3 20221
REFRAME WEALTH, LLC 115.57%5.57%5.57%Q4 2022Q4 20221
Ergawealth Advisors, Inc. 110.40%0.40%0.40%Q2 2023Q2 20231
Buck Wealth Strategies, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Eton Park Capital Management, L.P. 110.42%0.42%0.42%Q2 2016Q2 20161
State of Wyoming 118.02%8.02%8.02%Q3 2023Q3 20231
Dorsey Wright & Associates 110.89%0.89%0.89%Q2 2023Q2 20231
Ranch Capital Advisors Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
Great Point Wealth Advisors, LLC 110.23%0.23%0.23%Q4 2018Q4 20181
PLATINUM GROVE ASSET MANAGEMENT, LP 119.58%9.58%9.58%Q2 2013Q2 20131
GENWORTH FINANCIAL INC 110.00%0.00%0.00%Q2 2013Q2 20131
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
Yorktown Management & Research Co Inc 110.05%0.05%0.05%Q3 2016Q3 20161
3Chopt Investment Partners, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Grandview Asset Management LLC 110.00%0.00%0.00%Q1 2021Q1 20211
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Nemes Rush Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NEXT Financial Holdings 110.08%0.08%0.08%Q1 2019Q1 20191
Rockwood Wealth Management, LLC 110.15%0.15%0.15%Q1 2022Q1 20221
Key Bridge Compliance, LLC 110.84%0.84%0.84%Q3 2023Q3 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.13%0.13%0.13%Q2 2023Q2 20231
SYKON CAPITAL LLC 112.70%2.70%2.70%Q2 2023Q2 20231
LJI Wealth Management, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
INVENIO WEALTH PARTNERS LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Kinloch Capital, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
CLEARARC CAPITAL INC 110.44%0.44%0.44%Q2 2013Q2 20131
Prosperity Financial Group, Inc. 110.41%0.41%0.41%Q4 2022Q4 20221
Ramirez Asset Management, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Retirement Planning Co of New England, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Convergent Wealth Advisors 115.36%5.36%5.36%Q3 2015Q3 20151
QRG CAPITAL MANAGEMENT, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.05%0.05%0.05%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 1118.85%18.85%18.85%Q3 2023Q3 20231
ROGCO, LP 117.26%7.26%7.26%Q3 2023Q3 20231
Arlington Financial Advisors, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Numeric Investors LLC 110.29%0.29%0.29%Q3 2017Q3 20171
United Community Bank 114.71%4.71%4.71%Q3 2023Q3 20231
Lakeshore Financial Planning, Inc. 110.24%0.24%0.24%Q3 2023Q3 20231
Allen Mooney & Barnes Investment Advisors LLC 111.00%1.00%1.00%Q3 2023Q3 20231
Keel Point Advisors, LLC 113.79%3.79%3.79%Q4 2014Q4 20141
Slow Capital, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Valued Wealth Advisors LLC 110.03%0.03%0.03%Q4 2023Q4 20231
AMS Capital Ltda 113.28%3.28%3.28%Q3 2021Q3 20211
del Rey Global Investors, LLC 110.98%0.98%0.98%Q4 2013Q4 20131
DOW CHEMICAL CO /DE/ 117.85%7.85%7.85%Q3 2022Q3 20221
JUNCTURE WEALTH STRATEGIES, LLC 110.13%0.13%0.13%Q4 2021Q4 20211
Xcel Wealth Management, LLC 110.26%0.26%0.26%Q2 2020Q2 20201
EFG CAPITAL INTERNATIONAL CORP. 110.20%0.20%0.20%Q2 2023Q2 20231
Aperio Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CI INVESTMENTS INC. 110.35%0.35%0.35%Q1 2014Q1 20141
CANTOR FITZGERALD, L. P. 110.02%0.02%0.02%Q2 2022Q2 20221
Taylor Frigon Capital Management LLC 110.00%0.00%0.00%Q3 2015Q3 20151
GSA CAPITAL PARTNERS LLP 110.03%0.03%0.03%Q4 2022Q4 20221
Shilanski & Associates, Inc. 110.22%0.22%0.22%Q3 2022Q3 20221
Sawyer & Company, Inc 110.02%0.02%0.02%Q3 2023Q3 20231
TCG Advisors, LP 110.09%0.09%0.09%Q1 2019Q1 20191
CFO4Life, L.P. 111.52%1.52%1.52%Q4 2014Q4 20141
Indiana Trust & Investment Management CO 110.71%0.71%0.71%Q3 2023Q3 20231
Hixon Zuercher, LLC 110.38%0.38%0.38%Q4 2021Q4 20211
JANUS HENDERSON GROUP PLC 110.00%0.00%0.00%Q1 2023Q1 20231
DAVIDSON INVESTMENT ADVISORS 110.01%0.01%0.01%Q2 2015Q2 20151
STEVENS CAPITAL MANAGEMENT LP 110.01%0.01%0.01%Q2 2014Q2 20141
Bulldog Investors, LLP 110.00%0.00%0.00%Q1 2011Q1 20111
Coe Capital Management, LLC 110.11%0.11%0.11%Q2 2015Q2 20151
Ally Financial Inc. 119.91%9.91%9.91%Q4 2017Q4 20171
Sather Financial Group Inc 110.43%0.43%0.43%Q4 2013Q4 20131
American Institute for Advanced Investment Management, LLP 110.24%0.24%0.24%Q1 2020Q1 20201
COWEN AND COMPANY, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Windhaven Investment Management, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
UBS OCONNOR LLC 110.00%0.00%0.00%Q1 2017Q1 20171
MIDWEST INVESTMENT MANAGEMENT LLC 110.17%0.17%0.17%Q3 2013Q3 20131
Danda Trouve Investment Management, Inc. 110.08%0.08%0.08%Q3 2022Q3 20221
Geller Advisors LLC 110.11%0.11%0.11%Q2 2017Q2 20171
Legacy Wealth Partners, Inc. 113.88%3.88%3.88%Q4 2019Q4 20191
TrinityPoint Wealth, LLC 110.34%0.34%0.34%Q4 2018Q4 20181
CXI Advisors 110.01%0.01%0.01%Q4 2019Q4 20191
Cohen Capital Management, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
Wealth Enhancement & Preservation of GA, LLC 111.14%1.14%1.14%Q3 2022Q3 20221
MEANS INVESTMENT CO., INC. 110.07%0.07%0.07%Q4 2019Q4 20191
Magnetar Financial LLC 110.49%0.49%0.49%Q3 2013Q3 20131
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.02%0.02%0.02%Q2 2018Q2 20181
Human Investing LLC 110.17%0.17%0.17%Q4 2018Q4 20181
Hardy Reed LLC 110.05%0.05%0.05%Q4 2020Q4 20201
FORTEM FINANCIAL GROUP, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Strid Group, LLC 110.20%0.20%0.20%Q4 2016Q4 20161
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Family Capital Trust Co 110.14%0.14%0.14%Q4 2016Q4 20161
INDUS CAPITAL PARTNERS, LLC 1111.12%11.12%11.12%Q4 2013Q4 20131
GFS Private Wealth, LLC 112.46%2.46%2.46%Q4 2017Q4 20171
CHARLES STEWART MOTT FOUNDATION 110.27%0.27%0.27%Q3 2015Q3 20151
Asio Capital, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
PVG Asset Management 110.59%0.59%0.59%Q4 2014Q4 20141
Peachtree Investment Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Locust Wood Capital Advisers 111.11%1.11%1.11%Q2 2016Q2 20161
Overbrook Management Corp 110.08%0.08%0.08%Q2 2022Q2 20221
Calypso Capital Management, LP 116.81%6.81%6.81%Q1 2014Q1 20141
Westwind Capital 110.01%0.01%0.01%Q2 2021Q2 20211
Carlton Hofferkamp & Jenks Wealth Management, LLC 111.23%1.23%1.23%Q4 2015Q4 20151
CIDEL ASSET MANAGEMENT INC 110.05%0.05%0.05%Q3 2015Q3 20151
STRALEM & CO INC 110.07%0.07%0.07%Q2 2020Q2 20201
ALTERNA WEALTH MANAGEMENT, INC 111.07%1.07%1.07%Q4 2018Q4 20181
PATTON ALBERTSON MILLER GROUP, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Hanlon Investment Management, Inc. 110.20%0.20%0.20%Q2 2023Q2 20231
FIRST NEW YORK SECURITIES LLC /NY 110.09%0.09%0.09%Q4 2016Q4 20161
Baldwin Investment Management, LLC 110.06%0.06%0.06%Q2 2018Q2 20181
CAAS CAPITAL MANAGEMENT LP 110.35%0.35%0.35%Q4 2020Q4 20201
ASSET MANAGEMENT CORP /IL/ /ADV 110.28%0.28%0.28%Q4 2019Q4 20191
CAMDEN NATIONAL CORP 110.15%0.15%0.15%Q1 2021Q1 20211
New World Advisors LLC 111.88%1.88%1.88%Q2 2021Q2 20211
Houlihan Financial Resource Group, Ltd. 110.02%0.02%0.02%Q3 2020Q3 20201
MCDANIEL TERRY & CO 110.12%0.12%0.12%Q4 2021Q4 20211
Knighthead Capital Management, LLC 112.82%2.82%2.82%Q3 2022Q3 20221
Garrett Wealth Advisory Group, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Aperture Investors, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
FIRST FINANCIAL EQUITY CORPORATION 110.23%0.23%0.23%Q1 2017Q1 20171
Estabrook Capital Management 110.00%0.00%0.00%Q2 2013Q2 20131
Sunesis Advisors, LLC 110.15%0.15%0.15%Q1 2023Q1 20231
External links

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