ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.05%0.33%Q1 2012Q3 2023125
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.04%0.23%Q2 2013Q3 2023121
Walleye Trading LLC 42420.00%0.02%0.11%Q2 2013Q3 2023115
BARCLAYS PLC 42420.00%0.05%0.28%Q2 2013Q3 2023109
BANK OF AMERICA CORP /DE/ 42420.00%0.07%0.29%Q2 2013Q3 2023108
CITIGROUP INC 42420.00%0.13%0.64%Q2 2013Q3 2023107
JANE STREET GROUP, LLC 39390.00%0.29%2.45%Q1 2014Q3 2023103
UBS Group AG 36360.00%0.05%0.25%Q4 2014Q3 202398
Parallax Volatility Advisers, L.P. 2890.00%0.02%0.21%Q1 2014Q2 202394
Citadel Advisors 38380.00%0.03%0.12%Q2 2014Q3 202394
Cutler Group LLC / CA 32320.00%0.11%0.89%Q4 2015Q3 202391
Jefferies Group LLC 2580.00%0.24%1.90%Q2 2014Q3 202283
MILLENNIUM MANAGEMENT LLC 2410.00%0.05%0.28%Q4 2013Q3 202382
BNP PARIBAS FINANCIAL MARKETS 39390.00%0.23%2.19%Q1 2014Q3 202382
ROYAL BANK OF CANADA 42420.00%0.03%0.07%Q2 2013Q3 202374
HSBC HOLDINGS PLC 47470.00%0.01%0.06%Q1 2012Q3 202374
CAPITAL FUND MANAGEMENT S.A. 2010.00%0.08%0.53%Q3 2014Q3 202373
CREDIT SUISSE AG/ 43430.00%0.02%0.41%Q1 2013Q3 202373
HAP Trading, LLC 27110.00%0.05%0.55%Q2 2013Q4 202267
Paloma Partners Management Co 1510.01%0.21%1.79%Q1 2014Q3 202364
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.06%Q2 2013Q3 202363
M&T BANK CORP 21150.00%0.01%0.01%Q3 2014Q3 202361
HUNTINGTON NATIONAL BANK 59590.00%0.01%0.02%Q1 2009Q3 202359
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.04%Q2 2013Q3 202355
TWO SIGMA SECURITIES, LLC 2110.00%0.22%3.67%Q1 2015Q3 202354
WOLVERINE TRADING, LLC 510.00%0.07%0.42%Q2 2016Q2 202352
Creative Planning 42420.00%0.02%0.06%Q2 2013Q3 202351
TWO SIGMA INVESTMENTS, LP 1910.00%0.06%0.27%Q1 2014Q2 202351
PEAK6 Group LLC 1510.00%0.05%0.24%Q2 2013Q2 201850
CWM, LLC 2420.00%0.01%0.03%Q3 2013Q3 202349
HighTower Advisors, LLC 42420.00%0.05%0.18%Q2 2013Q3 202349
MUFG Americas Holdings Corp 3790.00%0.02%0.04%Q4 2010Q3 202246
BANQUE PICTET & CIE SA 40400.03%0.23%2.65%Q4 2013Q3 202345
CenterStar Asset Management, LLC 1180.00%0.28%2.41%Q4 2017Q4 202244
First Financial Bank - Trust Division 44440.03%0.11%0.45%Q1 2013Q4 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.01%0.02%0.04%Q4 2012Q3 202344
FMR LLC 42420.00%0.00%0.01%Q2 2013Q3 202344
NEVILLE RODIE & SHAW INC 43430.51%0.69%0.84%Q2 2013Q4 202343
M&R CAPITAL MANAGEMENT INC 43430.17%0.62%1.17%Q2 2013Q4 202343
APPLETON PARTNERS INC/MA 43430.64%1.08%2.32%Q2 2013Q4 202343
COMMERCE BANK 43430.28%0.81%1.26%Q1 2013Q3 202343
Cetera Advisor Networks LLC 43430.05%0.21%0.35%Q1 2013Q3 202343
Cambridge Investment Research Advisors, Inc. 42420.05%0.09%0.17%Q2 2013Q3 202342
HARBOUR INVESTMENT MANAGEMENT LLC 42421.57%3.02%3.80%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.12%0.18%0.26%Q2 2013Q3 202342
ADELL HARRIMAN & CARPENTER INC 42420.14%0.63%1.10%Q2 2013Q3 202342
INVESTMENT HOUSE LLC 42420.11%0.59%1.14%Q2 2013Q3 202342
Ancora Advisors LLC 42420.01%0.04%0.09%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.06%0.11%0.20%Q2 2013Q3 202342
NTV ASSET MANAGEMENT LLC 42421.01%1.58%2.11%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.01%0.03%0.28%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.00%0.11%0.22%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42420.07%0.52%1.84%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.03%0.25%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.01%0.01%0.03%Q2 2013Q3 202342
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 42420.21%0.78%1.22%Q2 2013Q3 202342
Harbour Capital Advisors, LLC 2280.20%0.41%0.74%Q1 2013Q4 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.04%0.19%Q2 2013Q3 202342
Hudock, Inc. 42420.10%0.23%0.48%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.02%0.04%0.09%Q2 2013Q3 202342
MORGAN STANLEY 42420.04%0.13%0.29%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.01%Q2 2013Q3 202342
Telos Capital Management, Inc. 42420.15%0.57%1.91%Q2 2013Q3 202342
TOTH FINANCIAL ADVISORY CORP 42420.46%1.42%2.24%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.10%0.22%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.17%0.50%1.38%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.05%0.12%0.27%Q2 2013Q3 202342
Colonial Trust Advisors 42420.65%1.07%1.67%Q2 2013Q3 202342
BURNS J W & CO INC/NY 42420.46%0.96%2.14%Q2 2013Q3 202342
Sandy Spring Bank 42420.19%0.27%0.38%Q2 2013Q3 202342
Acropolis Investment Management, LLC 42420.08%0.29%0.66%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
NBT BANK N A /NY 42420.36%1.11%2.14%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.13%0.40%Q2 2013Q3 202342
VALICENTI ADVISORY SERVICES INC 42422.20%4.22%6.10%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.03%0.12%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.01%0.01%0.02%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
Hanson & Doremus Investment Management 42420.11%0.32%0.62%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.03%0.17%0.36%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.02%0.06%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.00%0.00%0.03%Q2 2013Q3 202342
FIRST MERCHANTS CORP 42420.10%0.35%0.77%Q2 2013Q3 202342
1ST SOURCE BANK 42420.04%0.23%0.54%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42420.13%0.31%0.77%Q2 2013Q3 202342
Cetera Advisors LLC 42420.02%0.18%0.41%Q2 2013Q3 202342
Chesley Taft & Associates LLC 42420.25%0.38%0.60%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.02%0.04%0.10%Q2 2013Q4 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.04%0.06%0.12%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.00%0.01%0.04%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.01%0.05%0.12%Q2 2013Q3 202342
SG Americas Securities, LLC 23180.00%0.17%0.98%Q2 2013Q3 202341
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 31100.01%0.02%0.04%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.02%0.07%0.14%Q3 2013Q3 202341
CAPTRUST FINANCIAL ADVISORS 3650.01%0.05%0.18%Q2 2013Q3 202341
Spot Trading L.L.C 16160.00%0.10%0.73%Q2 2013Q1 201741
Capital Investment Advisors, LLC 41410.04%0.21%0.81%Q4 2013Q4 202341
Bollard Group LLC 41410.00%0.03%0.25%Q3 2013Q3 202341
PITTENGER & ANDERSON INC 41410.01%0.02%0.07%Q3 2013Q3 202341
WESBANCO BANK INC 30110.03%0.08%0.15%Q2 2013Q3 202341
FORBES J M & CO LLP 41410.64%1.07%1.38%Q3 2013Q3 202341
COURIER CAPITAL LLC 24170.09%0.16%0.28%Q2 2013Q3 202341
CAMBRIDGE TRUST CO 41410.00%0.68%1.99%Q3 2013Q3 202341
D.A. DAVIDSON & CO. 22190.00%0.02%0.07%Q2 2013Q3 202341
WEDBUSH SECURITIES INC 41410.03%0.07%0.15%Q3 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3920.00%0.05%0.21%Q2 2013Q3 202341
BANK OF NOVA SCOTIA 3650.00%0.07%0.44%Q1 2013Q3 202341
SECURITY NATIONAL BANK OF SO DAK 3920.76%1.24%2.70%Q2 2013Q3 202341
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 3920.84%1.24%2.60%Q2 2013Q3 202341
KCM INVESTMENT ADVISORS LLC 40400.07%0.30%0.46%Q4 2013Q3 202340
New England Private Wealth Advisors LLC 40400.30%0.62%1.72%Q4 2013Q3 202340
Blume Capital Management, Inc. 40401.94%3.78%6.30%Q4 2013Q3 202340
GREAT WEST LIFE ASSURANCE CO /CAN/ 40400.04%0.06%0.11%Q4 2013Q3 202340
REGIONS FINANCIAL CORP 40400.00%0.01%0.02%Q4 2013Q3 202340
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3710.01%0.02%0.13%Q2 2013Q3 202340
Private Advisor Group, LLC 40400.03%0.11%0.22%Q4 2013Q3 202340
GLENMEDE TRUST CO NA 20200.00%0.01%0.02%Q2 2013Q3 202340
DAVENPORT & Co LLC 17100.00%0.13%0.96%Q2 2013Q3 202340
Lido Advisors, LLC 25250.00%0.04%0.11%Q3 2017Q3 202339
STIFEL FINANCIAL CORP 39390.02%0.03%0.06%Q1 2014Q3 202339
SEGALL BRYANT & HAMILL, LLC 3360.01%0.01%0.01%Q3 2013Q2 202339
ALBION FINANCIAL GROUP /UT 18100.10%1.52%2.25%Q2 2013Q3 202339
WATERS PARKERSON & CO., LLC 3810.02%0.02%0.04%Q4 2013Q3 202339
PINNACLE ASSOCIATES LTD 3410.00%0.10%0.19%Q2 2013Q3 202339
Jump Trading, LLC 1150.00%0.09%0.44%Q2 2014Q2 201839
PRIVATE TRUST CO NA 3630.01%0.13%0.26%Q1 2013Q3 202339
FineMark National Bank & Trust 22170.01%0.02%0.04%Q2 2013Q1 202339
Texas Yale Capital Corp. 39390.02%0.04%0.10%Q1 2014Q3 202339
BTR CAPITAL MANAGEMENT INC 38380.15%0.33%0.65%Q2 2013Q3 202238
Ashfield Capital Partners, LLC 38380.06%0.36%0.63%Q2 2013Q3 202238
PEAK6 Investments LLC 1320.00%0.04%0.60%Q3 2018Q2 202338
DOWLING & YAHNKE LLC 38380.31%0.94%1.47%Q2 2013Q3 202238
CIBC WORLD MARKET INC. 36360.00%0.01%0.02%Q4 2014Q3 202338
Kovack Advisors, Inc. 20140.00%0.11%0.40%Q1 2015Q3 202338
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3130.04%0.40%0.64%Q4 2013Q3 202338
SYNOVUS FINANCIAL CORP 38380.00%0.08%0.44%Q2 2014Q3 202338
North Star Investment Management Corp. 21170.01%0.02%0.03%Q1 2014Q3 202338
MOTCO 37370.01%0.36%0.53%Q3 2014Q3 202337
ACG Wealth 3610.06%0.13%0.26%Q2 2013Q3 202237
VALLEY NATIONAL ADVISERS INC 36360.01%0.26%0.92%Q4 2014Q3 202337
SIGNATUREFD, LLC 23140.00%0.01%0.02%Q2 2013Q3 202337
Winch Advisory Services, LLC 37370.00%0.81%3.18%Q3 2014Q3 202337
TRUST CO OF VERMONT 3010.00%0.01%0.01%Q1 2014Q3 202337
MURPHY CAPITAL MANAGEMENT INC 37370.33%0.59%1.44%Q2 2013Q2 202237
Thomas J. Herzfeld Advisors, Inc. 19180.01%0.16%0.49%Q2 2014Q3 202337
King Wealth Management Group 2920.17%1.49%3.98%Q3 2013Q3 202337
BESSEMER GROUP INC 3510.00%0.01%0.11%Q2 2013Q3 202336
Family Firm, Inc. 36360.20%0.38%0.57%Q4 2014Q3 202336
Beaumont Financial Partners, LLC 3420.02%0.56%5.40%Q3 2013Q3 202236
Advisory Services Network, LLC 2710.01%0.07%0.45%Q4 2013Q3 202336
Hartford Financial Management Inc. 2640.00%0.00%0.00%Q1 2014Q3 202336
Ameritas Investment Partners, Inc. 36360.00%0.00%0.01%Q4 2014Q3 202336
Bray Capital Advisors 36360.61%0.92%1.57%Q4 2014Q3 202336
Traynor Capital Management, Inc. 36360.30%0.62%1.14%Q4 2014Q3 202336
Community Financial Services Group, LLC 3510.12%2.18%4.55%Q2 2013Q3 202336
First Personal Financial Services 36360.02%0.08%0.39%Q4 2014Q3 202336
F&V Capital Management, LLC 36360.08%0.37%0.54%Q2 2013Q1 202236
Caprock Group, LLC 36360.03%0.42%1.33%Q4 2014Q3 202336
BROWN BROTHERS HARRIMAN & CO 1610.00%0.00%0.00%Q1 2013Q3 202336
Neumann Capital Management, LLC 36360.11%0.31%0.64%Q4 2014Q3 202336
Patten Group, Inc. 36360.09%0.14%0.22%Q4 2014Q3 202336
Raymond James Financial Services Advisors, Inc. 2240.03%0.09%0.35%Q2 2013Q3 202336
Sigma Planning Corp 36360.03%0.07%0.27%Q4 2014Q3 202336
BOKF, NA 2030.00%0.01%0.02%Q2 2013Q3 202336
Glassman Wealth Services 36360.06%0.20%0.40%Q4 2014Q3 202336
Kistler-Tiffany Companies, LLC 36360.01%0.13%0.29%Q3 2014Q2 202336
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 26100.00%0.00%0.00%Q3 2014Q3 202336
SCOTIA CAPITAL INC. 35350.01%0.06%0.19%Q1 2015Q3 202335
Coastline Trust Co 35350.10%0.14%0.38%Q4 2014Q2 202335
Stratos Wealth Partners, LTD. 35350.03%0.05%0.08%Q1 2015Q3 202335
AllSquare Wealth Management LLC 25100.03%0.09%0.28%Q4 2014Q3 202335
Carroll Financial Associates, Inc. 35350.03%0.08%0.27%Q2 2013Q4 202135
Asset Management Group, Inc. 1610.05%0.09%0.15%Q4 2013Q3 202335
EATON VANCE MANAGEMENT 35350.00%0.00%0.01%Q1 2014Q3 202235
BENJAMIN F. EDWARDS & COMPANY, INC. 2960.00%0.04%0.15%Q2 2013Q3 202335
MONETARY MANAGEMENT GROUP INC 2870.01%0.02%0.07%Q4 2014Q3 202335
Brick & Kyle, Associates 20150.16%0.27%0.50%Q4 2014Q3 202335
People's United Financial, Inc. 18170.05%0.20%0.39%Q2 2013Q1 202235
Parsec Financial Management, Inc. 35350.01%0.21%0.48%Q3 2014Q1 202335
MCMILLION CAPITAL MANAGEMENT INC 34341.14%1.56%2.24%Q1 2015Q2 202334
Winfield Associates, Inc. 34340.78%2.89%6.40%Q4 2013Q1 202234
Focused Wealth Management, Inc 34340.00%0.02%0.05%Q2 2015Q3 202334
JOHNSON INVESTMENT COUNSEL INC 17170.01%0.02%0.05%Q1 2014Q3 202334
Moors & Cabot, Inc. 2580.00%0.17%0.33%Q1 2014Q3 202334
Smithfield Trust Co 17170.00%0.01%0.04%Q2 2013Q3 202334
Baird Financial Group, Inc. 34340.04%0.08%0.13%Q2 2015Q3 202334
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.00%0.04%0.25%Q2 2015Q3 202334
DEUTSCHE BANK AG\ 2360.00%0.04%0.29%Q3 2013Q3 202334
Riggs Asset Managment Co. Inc. 1860.00%0.00%0.01%Q3 2014Q3 202333
TCI Wealth Advisors, Inc. 33330.00%0.01%0.02%Q1 2015Q1 202333
WELLINGTON MANAGEMENT GROUP LLP 2910.00%0.00%0.00%Q3 2013Q4 202233
Twin Tree Management, LP 820.00%0.09%0.36%Q4 2016Q4 202233
Tower Research Capital LLC (TRC) 1410.00%0.36%2.56%Q2 2013Q3 202333
BANK HAPOALIM BM 33330.04%0.25%0.52%Q1 2014Q1 202233
Kingsview Wealth Management, LLC 2060.00%0.06%0.28%Q1 2017Q3 202333
Mathes Company, Inc. 3120.13%0.42%0.74%Q2 2015Q3 202333
ELM ADVISORS, LLC 33330.38%0.51%0.70%Q4 2013Q4 202133
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 33330.01%0.50%1.07%Q2 2013Q2 202133
NWAM LLC 1740.02%0.24%0.62%Q1 2014Q3 202333
Mariner, LLC 1590.01%0.07%0.25%Q4 2014Q3 202333
Baker Avenue Asset Management, LP 2910.00%0.42%1.09%Q2 2013Q3 202333
Harel Insurance Investments & Financial Services Ltd. 32320.00%0.81%2.86%Q4 2015Q3 202332
Apriem Advisors 3020.00%0.11%0.20%Q4 2013Q3 202332
MASSMUTUAL TRUST CO FSB/ADV 1420.00%0.00%0.01%Q1 2014Q4 202332
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 32320.01%0.12%0.67%Q4 2015Q3 202332
HOWARD CAPITAL MANAGEMENT 32320.82%2.80%4.57%Q1 2013Q4 202032
IFP Advisors, Inc 17140.00%0.19%0.61%Q4 2015Q3 202332
DEARBORN PARTNERS LLC 21110.02%0.05%0.12%Q2 2013Q3 202332
Analyst IMS Investment Management Services Ltd. 32320.26%0.72%1.94%Q4 2015Q3 202332
Barrett Asset Management, LLC 32320.01%0.01%0.02%Q2 2014Q1 202232
BALDWIN BROTHERS LLC/MA 32320.00%0.01%0.03%Q1 2016Q4 202332
Modera Wealth Management, LLC 31310.02%0.13%0.37%Q1 2016Q3 202331
NORTHSTAR ASSET MANAGEMENT LLC 31310.10%0.19%0.29%Q1 2016Q3 202331
SPC Financial, Inc. 1140.04%1.04%4.63%Q2 2013Q3 202331
HRT FINANCIAL LP 1210.03%1.63%12.48%Q4 2014Q3 202331
Asset Dedication, LLC 2650.00%0.03%0.19%Q4 2015Q3 202331
Mirae Asset Global Investments Co., Ltd. 3010.01%0.56%4.20%Q1 2014Q2 202231
REILLY FINANCIAL ADVISORS, LLC 2920.00%0.01%0.01%Q1 2014Q4 202131
COMPTON CAPITAL MANAGEMENT INC /RI 31310.11%0.20%0.31%Q2 2015Q4 202231
BBVA USA Bancshares, Inc. 2560.01%0.02%0.04%Q2 2013Q1 202131
NEXT Financial Group, Inc 31310.00%0.18%0.32%Q2 2014Q4 202131
Crestwood Advisors Group, LLC 3010.03%1.05%2.00%Q2 2015Q3 202331
Maryland Capital Management 2310.02%0.07%0.19%Q2 2014Q3 202231
Kelman-Lazarov, Inc. 31310.13%0.41%0.67%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.04%0.21%Q1 2016Q3 202331
Proficio Capital Partners LLC 31310.03%0.23%0.45%Q1 2016Q3 202331
PROFFITT & GOODSON INC 31310.16%0.34%0.69%Q1 2016Q3 202331
Sutton Wealth Advisors Inc. 31310.01%0.01%0.02%Q1 2016Q3 202331
First Allied Advisory Services, Inc. 30300.08%0.14%0.29%Q2 2013Q3 202030
American Research & Management Co. 20100.06%0.21%0.87%Q1 2015Q3 202230
DUNCKER STREETT & CO INC 2910.01%0.04%0.07%Q4 2015Q3 202330
Capital Analysts, LLC 2710.00%0.06%0.46%Q4 2015Q3 202330
Snowden Capital Advisors LLC 2280.02%0.17%0.51%Q1 2016Q3 202330
Essex Financial Services, Inc. 1610.05%0.14%0.29%Q1 2014Q3 202330
Clearwater Capital Advisors, LLC 30300.04%0.18%0.86%Q2 2016Q3 202330
INGALLS & SNYDER LLC 30300.02%0.04%0.07%Q2 2016Q3 202330
WMS Partners, LLC 1320.02%0.04%0.14%Q2 2013Q1 202330
Perigon Wealth Management, LLC 2110.01%0.06%0.25%Q3 2011Q3 202330
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 30300.03%0.08%0.31%Q2 2016Q3 202330
10-15 ASSOCIATES, INC. 30300.15%0.56%1.10%Q2 2013Q3 202030
DAFNA Capital Management LLC 2821.22%2.37%3.97%Q1 2016Q3 202330
WEALTHSOURCE PARTNERS, LLC 2630.03%0.08%0.37%Q1 2016Q3 202329
MML INVESTORS SERVICES, LLC 2630.06%0.14%0.38%Q2 2015Q3 202329
NOMURA HOLDINGS INC 1410.00%0.03%0.28%Q4 2012Q3 202029
SMITH, MOORE & CO. 29290.08%0.13%0.16%Q3 2016Q3 202329
Mechanics Bank Trust Department 29290.08%0.18%0.45%Q3 2016Q3 202329
Main Management LLC 29290.01%3.31%7.88%Q3 2016Q3 202329
Northeast Financial Consultants Inc 1910.04%0.15%0.61%Q1 2014Q3 202329
BAILARD, INC. 29290.02%0.03%0.04%Q3 2016Q3 202329
CITIZENS FINANCIAL GROUP INC/RI 29290.01%0.08%0.70%Q4 2015Q4 202229
THRIVENT FINANCIAL FOR LUTHERANS 1330.00%0.01%0.10%Q3 2013Q3 202329
Baystate Wealth Management LLC 2810.01%0.01%0.01%Q2 2013Q3 202329
Bangor Savings Bank 18110.03%0.32%0.73%Q2 2013Q3 202329
INTEGRAL DERIVATIVES, LLC 1410.01%0.04%0.18%Q2 2014Q1 201829
Cetera Investment Advisers 28280.01%0.06%0.12%Q4 2016Q3 202328
Allworth Financial LP 28280.00%0.00%0.00%Q4 2016Q3 202328
SOL Capital Management CO 28280.31%0.56%0.66%Q4 2016Q3 202328
Allianz Asset Management GmbH 2620.00%0.01%0.18%Q2 2013Q4 202028
Avantax Planning Partners, Inc. 28280.01%0.02%0.05%Q4 2016Q3 202328
Evanson Asset Management, LLC 28280.07%0.11%0.19%Q2 2014Q1 202128
Baltimore-Washington Financial Advisors, Inc. 28280.09%1.04%1.58%Q4 2016Q3 202328
Gerber Kawasaki Wealth & Investment Management 16120.08%1.58%3.87%Q3 2016Q3 202328
MOODY LYNN & LIEBERSON, LLC 28280.06%0.13%0.24%Q4 2016Q3 202328
Madden Advisory Services, Inc. 28280.03%0.59%0.86%Q2 2013Q1 202028
Jacobi Capital Management LLC 2260.00%0.21%1.42%Q2 2016Q3 202328
Parallel Advisors, LLC 28280.02%0.04%0.08%Q4 2016Q3 202328
Bogart Wealth, LLC 28280.00%0.16%0.82%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.01%0.07%0.23%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.08%0.32%Q4 2016Q3 202328
WELCH & FORBES LLC 2620.00%0.01%0.01%Q2 2014Q3 202328
Pinnacle Wealth Management Advisory Group, LLC 28280.03%0.12%0.29%Q4 2016Q3 202328
COHEN & STEERS, INC. 28280.00%0.01%0.01%Q4 2016Q3 202328
Global Retirement Partners, LLC 28280.01%0.07%0.19%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.01%0.02%0.06%Q1 2016Q4 202228
AMARILLO NATIONAL BANK 28280.09%0.61%0.95%Q4 2016Q3 202328
HBK Sorce Advisory LLC 15130.01%0.03%0.06%Q1 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.03%0.08%0.17%Q4 2016Q3 202328
Spears Abacus Advisors LLC 28280.10%0.16%0.23%Q4 2016Q3 202328
Lumina Fund Management LLC 2070.34%0.64%1.12%Q2 2013Q2 202327
LCNB CORP 2160.12%0.43%1.07%Q4 2016Q3 202327
Veritable, L.P. 1410.00%0.01%0.01%Q4 2013Q4 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.05%0.12%0.30%Q2 2013Q4 201927
Edge Wealth Management LLC 1710.00%0.29%2.39%Q3 2015Q4 202227
SECURITY NATIONAL TRUST CO 27270.05%0.05%0.07%Q1 2015Q3 202127
MYCIO WEALTH PARTNERS, LLC 27270.02%0.13%0.20%Q2 2013Q4 201927
Simmons Bank 27270.03%0.11%0.26%Q1 2017Q3 202327
WINTRUST INVESTMENTS LLC 1420.04%0.07%0.17%Q2 2016Q3 202327
AE Wealth Management LLC 26260.00%0.04%0.15%Q2 2017Q3 202327
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 27270.06%0.23%0.49%Q1 2017Q3 202327
MARCO INVESTMENT MANAGEMENT LLC 2520.05%0.21%0.74%Q4 2016Q3 202327
CONTINENTAL ADVISORS LLC 1010.22%0.94%3.62%Q2 2013Q4 202227
Steward Partners Investment Advisory, LLC 27270.06%0.16%0.33%Q1 2017Q3 202327
LUCAS CAPITAL MANAGEMENT 27270.68%2.79%5.33%Q2 2014Q4 202027
Pacific Center for Financial Services 2430.01%0.04%0.08%Q4 2016Q3 202327
First Horizon Advisors, Inc. 27270.01%0.02%0.05%Q1 2017Q3 202327
CIBC Private Wealth Group, LLC 27270.00%0.01%0.04%Q1 2017Q3 202327
MARTIN & CO INC /TN/ 27270.70%1.02%1.31%Q1 2017Q3 202327
OPTIMUM INVESTMENT ADVISORS 2520.01%0.17%0.27%Q4 2014Q4 202327
Intellectus Partners, LLC 1980.76%1.02%1.26%Q4 2016Q3 202327
SUNTRUST BANKS INC 26260.00%0.02%0.04%Q2 2013Q3 201926
ALERUS FINANCIAL NA 2510.02%0.61%1.26%Q2 2016Q4 202226
KLINGENSTEIN FIELDS & CO LP 2320.00%0.01%0.02%Q3 2016Q1 202326
OneDigital Investment Advisors LLC 26260.02%0.04%0.21%Q2 2017Q3 202326
Abbot Financial Management, Inc. 26260.33%0.47%0.61%Q2 2017Q3 202326
DELTA ASSET MANAGEMENT LLC/TN 2240.00%0.00%0.00%Q3 2016Q3 202326
AFT, FORSYTH & COMPANY, INC. 2420.09%0.41%0.56%Q2 2013Q3 202326
FRG Family Wealth Advisors LLC 26260.33%1.34%1.82%Q2 2017Q3 202326
BB&T SECURITIES, LLC 26260.01%0.21%0.48%Q2 2013Q3 201926
Penbrook Management LLC 2420.35%0.45%0.56%Q2 2016Q3 202326
WADE G W & INC 1310.02%0.06%0.11%Q4 2014Q3 202326
SUMMIT FINANCIAL GROUP, INC. 26260.38%0.64%1.15%Q2 2017Q3 202326
Crescent Grove Advisors, LLC 26260.75%1.17%2.11%Q2 2017Q3 202326
FULTON BREAKEFIELD BROENNIMAN LLC 1790.03%0.29%0.95%Q1 2014Q3 202326
Fisher Asset Management, LLC 1620.00%0.00%0.00%Q3 2016Q3 202326
EXENCIAL WEALTH ADVISORS, LLC 1350.01%0.07%0.16%Q4 2016Q3 202326
Wealthcare Advisory Partners LLC 2510.00%0.06%0.13%Q4 2016Q3 202326
QUATTRO FINANCIAL ADVISORS LLC 1880.04%0.41%1.15%Q1 2017Q3 202326
Founders Capital Management 13130.00%0.88%2.62%Q1 2017Q4 202326
MAI Capital Management 14110.00%0.06%0.15%Q2 2015Q3 202326
Cerity Partners LLC 2510.02%0.11%0.29%Q1 2017Q3 202326
FIRST INTERSTATE BANK 1870.00%0.13%0.52%Q3 2015Q3 202325
Gradient Investments LLC 1110.00%0.09%1.12%Q2 2015Q3 202325
RWA WEALTH PARTNERS, LLC 25250.04%0.29%1.08%Q3 2017Q3 202325
WILLIAMS JONES & ASSOCIATES LLC 25250.29%0.53%0.83%Q2 2013Q2 201925
Squarepoint Ops LLC 510.00%0.07%0.39%Q3 2016Q3 202325
SCHNIEDERS CAPITAL MANAGEMENT LLC 1110.05%0.11%0.20%Q1 2016Q3 202325
BECK CAPITAL MANAGEMENT, LLC 910.12%0.91%2.34%Q4 2013Q1 202325
LEAVELL INVESTMENT MANAGEMENT, INC. 1210.00%0.15%0.56%Q2 2010Q4 202025
CHURCHILL MANAGEMENT Corp 930.02%2.98%6.90%Q2 2013Q3 202325
CENTAURUS FINANCIAL, INC. 24240.01%0.03%0.08%Q4 2017Q3 202325
FISHMAN JAY A LTD/MI 25250.02%0.06%0.07%Q3 2017Q3 202325
PINNACLE FINANCIAL PARTNERS INC 25250.01%0.02%0.04%Q3 2017Q3 202325
FIRST TRUST ADVISORS LP 2140.00%0.00%0.00%Q1 2015Q2 202125
GRIFFIN ASSET MANAGEMENT, INC. 25250.04%0.06%0.07%Q3 2017Q3 202325
Dynamic Advisor Solutions LLC 1410.03%0.12%0.34%Q4 2013Q3 202325
LAZARD ASSET MANAGEMENT LLC 1810.00%0.00%0.01%Q2 2014Q3 202325
Krilogy Financial LLC 910.01%0.04%0.07%Q3 2015Q1 202325
COMMERZBANK AKTIENGESELLSCHAFT /FI 2410.01%0.21%0.75%Q2 2013Q4 201925
Sheaff Brock Investment Advisors, LLC 1770.02%0.04%0.07%Q4 2015Q4 202125
AUA CAPITAL MANAGEMENT, LLC 25250.05%0.09%0.17%Q4 2016Q4 202225
Alpha Cubed Investments, LLC 25250.02%0.50%0.91%Q3 2017Q3 202325
Financial Architects, Inc 1620.00%0.03%0.11%Q2 2013Q4 201925
NN Investment Partners Holdings N.V. 25250.01%0.01%0.01%Q1 2016Q1 202225
Voya Financial Advisors, Inc. 25250.02%1.08%2.99%Q1 2015Q1 202125
Vigilant Capital Management, LLC 2410.00%1.31%2.34%Q1 2014Q1 202325
CABOT WEALTH MANAGEMENT INC 1960.04%0.16%0.32%Q2 2013Q4 202125
CAPSTONE INVESTMENT ADVISORS, LLC 510.00%0.04%0.49%Q1 2014Q1 202225
Fernwood Investment Management, LLC 25250.18%0.32%0.49%Q3 2017Q3 202325
HCR Wealth Advisors 1690.03%0.43%1.20%Q4 2016Q3 202325
EXANE DERIVATIVES 25250.00%0.03%0.09%Q2 2016Q2 202225
JFS WEALTH ADVISORS, LLC 1420.00%0.01%0.02%Q2 2014Q3 202325
FLAGSHIP HARBOR ADVISORS, LLC 25250.01%0.13%0.51%Q4 2016Q4 202225
Westside Investment Management, Inc. 1510.00%0.19%0.46%Q4 2016Q3 202325
INR ADVISORY SERVICES LLC 24240.01%0.01%0.02%Q2 2013Q1 201924
UNITED BANK 24240.03%0.06%0.09%Q4 2017Q3 202324
NVWM, LLC 24240.03%0.21%0.98%Q4 2017Q3 202324
LINCOLN NATIONAL CORP 2130.01%0.02%0.04%Q2 2017Q3 202324
Front Row Advisors LLC 24240.02%0.04%0.07%Q4 2017Q3 202324
USCA RIA LLC 1250.02%0.16%0.88%Q1 2015Q2 202124
RPg Family Wealth Advisory, LLC 1730.00%0.06%0.12%Q4 2015Q1 202224
SIMON QUICK ADVISORS, LLC 24240.01%0.03%0.09%Q1 2017Q4 202224
RAYMOND JAMES TRUST N.A. 1410.01%0.02%0.06%Q2 2013Q3 202324
Rehmann Capital Advisory Group 720.01%0.05%0.09%Q2 2012Q4 202124
Belpointe Asset Management LLC 1860.06%0.22%1.08%Q3 2017Q3 202324
Coastal Bridge Advisors, LLC 1620.05%0.07%0.09%Q2 2017Q3 202324
Mutual Advisors, LLC 24240.06%0.17%0.32%Q4 2017Q3 202324
SCHRODER INVESTMENT MANAGEMENT GROUP 1020.00%0.00%0.00%Q3 2013Q3 202324
White Lighthouse Investment Management Inc. 24240.37%0.58%0.81%Q4 2017Q3 202324
NewEdge Advisors, LLC 2310.00%0.03%0.06%Q2 2017Q3 202324
Broadleaf Partners, LLC 24240.10%0.16%0.20%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.05%0.08%0.13%Q4 2017Q3 202324
Avondale Wealth Management 24240.25%6.50%11.80%Q4 2017Q3 202324
BEACON INVESTMENT ADVISORY SERVICES, INC. 1950.02%0.02%0.04%Q3 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.01%0.02%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.04%0.10%0.24%Q4 2017Q3 202324
New Potomac Partners, LLC 24240.29%0.57%0.91%Q4 2017Q3 202324
Tortoise Investment Management, LLC 24240.01%0.02%0.02%Q4 2017Q3 202324
Moloney Securities Asset Management, LLC 1410.05%0.09%0.17%Q1 2017Q3 202324
Financial Advocates Investment Management 24240.03%0.09%0.16%Q4 2017Q3 202324
BOSTON RESEARCH & MANAGEMENT INC 24240.26%0.60%0.75%Q4 2017Q3 202324
CULLEN/FROST BANKERS, INC. 1430.00%0.01%0.01%Q3 2013Q3 202324
SUMITOMO MITSUI FINANCIAL GROUP, INC. 24240.02%0.07%0.17%Q4 2017Q3 202324
HARBOR ADVISORY CORP /MA/ 24240.52%2.30%4.63%Q4 2017Q3 202324
Hochman Cole Investment Advisors, Inc. 24241.19%1.46%1.93%Q4 2015Q3 202124
Lowe Wealth Advisors, LLC 2310.00%0.00%0.03%Q1 2015Q4 202324
Koshinski Asset Management, Inc. 1110.02%0.29%1.01%Q1 2015Q1 202223
Burt Wealth Advisors 23230.00%0.03%0.14%Q2 2015Q4 202023
MEITAV INVESTMENT HOUSE LTD 1490.02%0.22%3.18%Q4 2017Q3 202323
Sterling Investment Advisors, Ltd. 23230.00%0.04%0.10%Q4 2016Q2 202223
Parkside Financial Bank & Trust 2030.00%0.02%0.08%Q2 2016Q3 202323
MONTAG A & ASSOCIATES INC 2120.01%0.05%0.26%Q3 2017Q3 202323
Daiwa Securities Group Inc. 23230.00%0.01%0.02%Q1 2018Q3 202323
Private Ocean, LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
IFG Advisory, LLC 2210.08%0.12%0.16%Q4 2017Q3 202323
Shepherd Financial Partners LLC 23230.05%0.19%0.30%Q2 2017Q4 202223
Archford Capital Strategies, LLC 2210.06%0.48%0.78%Q1 2014Q1 202123
Northstar Group, Inc. 23230.09%0.23%0.47%Q1 2018Q3 202323
Covington Capital Management 630.00%0.01%0.02%Q4 2013Q3 202223
FINANCIAL COUNSELORS INC 1410.01%0.05%0.13%Q1 2017Q3 202323
Anchor Investment Management, LLC 23230.00%0.04%0.10%Q2 2018Q4 202323
CALTON & ASSOCIATES, INC. 23230.11%0.27%0.43%Q4 2017Q2 202323
Centiva Capital, LP 10100.01%0.38%1.55%Q3 2018Q4 202023
Torch Wealth Management LLC 23230.35%0.89%1.06%Q2 2014Q4 201923
GABLES CAPITAL MANAGEMENT INC. 22220.01%0.01%0.02%Q2 2018Q3 202322
Winslow, Evans & Crocker, Inc. 1820.00%0.02%0.04%Q1 2014Q4 202022
MEANS INVESTMENT CO., INC. 20200.00%0.18%0.31%Q4 2018Q3 202322
Paradigm Financial Advisors, LLC 2110.02%0.72%1.19%Q1 2014Q4 202122
Edgestream Partners, L.P. 510.01%0.68%3.49%Q2 2014Q3 202322
Tekla Capital Management LLC 1620.08%0.86%3.24%Q3 2013Q2 202322
Estate Counselors, LLC 1010.02%1.12%2.94%Q4 2016Q1 202322
Wharton Business Group, LLC 610.02%0.03%0.06%Q2 2013Q2 202122
NORTHERN CAPITAL MANAGEMENT LLC 22220.10%0.26%0.72%Q3 2013Q4 201822
TWO SIGMA ADVISERS, LP 710.01%0.08%0.29%Q2 2015Q3 202322
RAND WEALTH, LLC 22220.03%0.12%0.27%Q2 2013Q3 201822
PARAMETRIC PORTFOLIO ASSOCIATES LLC 2110.00%0.00%0.00%Q2 2016Q1 202222
Baldwin Investment Management, LLC 22220.06%0.10%0.17%Q2 2018Q3 202322
Altavista Wealth Management, Inc. 22220.64%0.81%0.99%Q3 2016Q4 202122
Brown Advisory Securities, LLC 21210.05%0.09%0.15%Q2 2014Q2 201921
Lenox Wealth Advisors, LLC 1610.00%0.00%0.02%Q4 2015Q1 202221
CARRET ASSET MANAGEMENT, LLC 21210.03%0.07%0.09%Q3 2018Q3 202321
AVIANCE CAPITAL MANAGEMENT, LLC 950.00%0.31%1.77%Q3 2013Q1 201921
Rockefeller Capital Management L.P. 2010.00%0.06%0.12%Q1 2018Q3 202321
Canton Hathaway, LLC 21210.04%0.43%0.79%Q3 2018Q3 202321
BDO Wealth Advisors, LLC 1320.00%0.01%0.05%Q2 2017Q2 202321
McGuire Investment Group, LLC 21211.15%1.55%2.05%Q3 2018Q3 202321
Starfire Investment Advisers, Inc. 11100.29%0.41%0.68%Q1 2015Q2 202021
VERITY Wealth Advisors 21211.02%1.41%1.82%Q4 2018Q4 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.14%0.96%Q3 2018Q3 202321
Busey Bank 2010.08%0.18%0.33%Q4 2017Q3 202321
Bellecapital International Ltd. 1830.09%3.37%6.18%Q2 2016Q2 202221
CHEMUNG CANAL TRUST CO 1920.04%0.37%1.38%Q2 2016Q4 202121
VESTOR CAPITAL, LLC 1050.01%0.27%1.14%Q4 2014Q4 202121
Valeo Financial Advisors, LLC 1920.01%0.02%0.05%Q3 2017Q1 202321
Mascoma Wealth Management LLC 1110.02%0.08%0.16%Q4 2016Q3 202321
HEADINVEST, LLC 21210.08%0.16%0.21%Q3 2018Q3 202321
Blue Fin Capital, Inc. 21210.20%0.45%0.68%Q3 2018Q3 202321
Institute for Wealth Management, LLC. 1910.06%0.07%0.10%Q2 2017Q3 202321
Towercrest Capital Management 21210.35%0.50%0.66%Q3 2018Q3 202321
Financial Partners Group, Inc 1140.05%1.55%2.88%Q4 2017Q3 202321
Heritage Wealth Advisors 21210.00%0.02%0.04%Q3 2018Q3 202321
Global Endowment Management, LP 1830.02%0.06%0.16%Q2 2016Q4 202121
Wealthspire Advisors, L.P. 20200.04%0.08%0.12%Q4 2015Q3 202020
ClearBridge Investments 1610.00%0.00%0.01%Q2 2013Q2 202220
Psagot Value Holdings Ltd. 20200.01%0.27%1.08%Q3 2016Q2 202120
Princeton Global Asset Management LLC 20200.06%0.23%0.41%Q4 2018Q3 202320
Opus Point Partners Management, LLC 923.35%10.02%26.53%Q3 2015Q3 201920
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.07%0.17%0.26%Q4 2018Q3 202320
Aldebaran Financial Inc. 20200.16%0.24%0.39%Q2 2017Q1 202220
RMB Capital Management, LLC 1510.01%0.07%0.29%Q2 2016Q3 202320
Balentine LLC 1370.00%0.00%0.00%Q2 2016Q3 202320
Financial Advisors, LLC 20200.05%0.13%0.19%Q4 2018Q3 202320
BlackRock Inc. 1310.00%0.00%0.00%Q4 2015Q2 202320
BALYASNY ASSET MANAGEMENT L.P. 510.00%0.08%0.35%Q4 2014Q3 202320
Ellis Investment Partners, LLC 20200.21%0.65%1.10%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.02%0.04%Q4 2018Q3 202320
Larson Financial Group LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
MARINER INDEPENDENT ADVISOR NETWORK, LLC 830.10%0.34%0.73%Q2 2014Q1 202120
Community Bank, N.A. 20200.00%0.05%0.44%Q4 2016Q3 202120
Main Management ETF Advisors, LLC 20202.14%3.45%5.14%Q4 2017Q3 202220
D L CARLSON INVESTMENT GROUP INC 1110.05%0.74%1.51%Q2 2013Q3 202220
Stratos Wealth Advisors, LLC 20200.04%0.18%0.45%Q4 2018Q3 202320
ASSETMARK, INC 1210.00%0.37%2.05%Q2 2014Q3 202220
United Asset Strategies, Inc. 1910.04%0.15%0.25%Q4 2017Q4 202220
GARRISON POINT ADVISORS, LLC 20200.93%1.11%1.36%Q4 2018Q3 202320
SlateStone Wealth, LLC 20200.45%0.84%1.50%Q4 2018Q3 202320
LEVEL FOUR ADVISORY SERVICES, LLC 1370.01%0.03%0.05%Q4 2016Q4 202120
MONETA GROUP INVESTMENT ADVISORS LLC 1010.01%0.12%0.30%Q1 2013Q3 202320
BREWIN DOLPHIN LTD 20200.00%0.00%0.01%Q3 2017Q2 202220
Graves Light Lenhart Wealth, Inc. 20200.25%0.36%0.50%Q4 2018Q3 202320
American Portfolios Advisors 20200.06%0.08%0.10%Q4 2017Q3 202220
Gladstone Institutional Advisory LLC 20200.04%0.13%0.27%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.02%0.04%0.12%Q4 2014Q3 201920
&PARTNERS 20200.33%0.85%1.62%Q4 2018Q3 202320
SII INVESTMENTS INC/WI 19190.07%0.35%0.80%Q2 2013Q4 201719
Aspen Investment Management Inc 1270.10%0.41%0.68%Q4 2016Q4 202119
FIRST MANHATTAN CO. LLC. 1510.00%0.00%0.00%Q2 2016Q3 202319
1834 INVESTMENT ADVISORS CO 910.00%0.34%0.76%Q2 2014Q4 202119
MACROVIEW INVESTMENT MANAGEMENT LLC 1140.00%0.14%0.42%Q2 2013Q3 202319
DUBUQUE BANK & TRUST CO 950.00%0.03%0.07%Q2 2015Q2 202119
AVANTAX ADVISORY SERVICES, INC. 19190.01%0.02%0.10%Q1 2019Q3 202319
Windham Capital Management, LLC 19190.27%0.50%0.78%Q1 2019Q3 202319
Ferris Capital, LLC 1630.22%0.92%1.17%Q2 2017Q1 202219
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.01%0.01%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.12%0.16%0.24%Q1 2019Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.00%0.00%0.01%Q3 2018Q3 202319
Fiduciary Trust Co International of Pennsylvania 1410.02%0.05%0.08%Q1 2014Q1 202019
Oakworth Capital, Inc. 1540.00%0.08%1.37%Q4 2013Q2 202119
Evercore Wealth Management, LLC 1210.00%0.01%0.01%Q2 2013Q3 201819
Fusion Family Wealth LLC 1810.01%0.02%0.08%Q4 2016Q2 202319
RDA Financial Network 19190.10%0.13%0.17%Q1 2019Q3 202319
Plante Moran Financial Advisors, LLC 1410.00%0.01%0.07%Q2 2015Q3 202319
Karp Capital Management Corp 1810.02%1.18%2.05%Q4 2014Q3 202219
Kovitz Investment Group Partners, LLC 19190.01%0.05%0.09%Q1 2019Q3 202319
Avior Wealth Management, LLC 1810.00%0.01%0.02%Q1 2015Q3 202319
Joseph P. Lucia & Associates, LLC 19190.15%0.30%0.66%Q1 2019Q3 202319
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 1450.06%0.09%0.13%Q2 2013Q1 201819
Principle Wealth Partners LLC 19190.07%0.11%0.16%Q1 2019Q3 202319
TSFG, LLC 19190.20%0.39%0.64%Q1 2019Q3 202319
Essex Savings Bank 19190.07%0.13%0.20%Q4 2018Q2 202319
Ruggie Capital Group 1540.08%1.98%3.71%Q4 2014Q3 201919
Alexandria Capital, LLC 18180.00%0.06%0.14%Q2 2013Q3 201719
MARSHALL WACE, LLP 510.00%0.04%0.37%Q4 2016Q2 202319
Compagnie Lombard Odier SCmA 910.00%0.00%0.02%Q1 2014Q4 202219
LIBERTY WEALTH MANAGEMENT LLC 1630.02%0.26%0.47%Q4 2018Q3 202319
OGOREK ANTHONY JOSEPH /NY/ /ADV 810.00%0.02%0.04%Q1 2015Q3 202319
Titus Wealth Management 19190.28%0.78%7.05%Q4 2017Q2 202219
GREAT VALLEY ADVISOR GROUP, INC. 19190.01%0.04%0.06%Q1 2019Q3 202319
Mirador Capital Partners LP 1630.24%1.20%1.93%Q1 2017Q3 202319
TRUIST FINANCIAL CORP 1620.00%0.02%0.03%Q2 2018Q3 202318
UNITED BANK, INC. 18180.09%0.14%0.21%Q2 2013Q3 201718
Private Capital Group, LLC 18180.01%0.01%0.02%Q4 2017Q1 202218
ArchPoint Investors 18180.07%1.35%3.74%Q4 2015Q1 202018
Prospera Financial Services Inc 1510.01%0.03%0.07%Q4 2016Q3 202318
UBS AG 660.00%0.07%0.25%Q2 2013Q3 201418
Sound View Wealth Advisors Group, LLC 18180.07%0.09%0.11%Q2 2019Q3 202318
RAY GERALD L & ASSOCIATES LTD 18180.24%0.42%0.61%Q2 2013Q3 201718
HM PAYSON & CO 18180.00%0.00%0.01%Q2 2019Q3 202318
Biltmore Family Office, LLC 18180.01%0.03%0.08%Q2 2019Q3 202318
Brookstone Capital Management 1410.01%0.06%0.45%Q2 2015Q3 202318
MinichMacGregor Wealth Management, LLC 1310.04%0.64%3.99%Q4 2015Q4 202218
Norway Savings Bank 18180.00%0.17%0.86%Q4 2016Q1 202118
Verity Asset Management, Inc. 1210.68%5.74%12.14%Q4 2013Q1 201918
NOESIS CAPITAL MANGEMENT CORP 910.08%0.33%0.76%Q2 2013Q4 201818
Parkside Investments, LLC 1130.04%1.38%3.30%Q1 2017Q3 202318
Shulman DeMeo Asset Management LLC 990.29%0.44%1.42%Q1 2019Q3 202318
Clarus Wealth Advisors 920.04%0.66%1.22%Q4 2017Q2 202318
NATIONAL PLANNING CORP 18180.05%0.19%0.55%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.08%0.18%0.26%Q2 2013Q3 201718
Cable Hill Partners, LLC 18180.01%0.01%0.03%Q4 2014Q1 201918
ING GROEP NV 1710.01%0.02%0.05%Q2 2013Q2 201818
PFG Advisors 850.05%0.14%0.24%Q1 2018Q3 202318
CNB Bank 1440.00%0.05%0.20%Q4 2018Q3 202318
Wealthstreet Investment Advisors, LLC 18180.57%1.09%3.12%Q4 2017Q1 202218
SIMPLEX TRADING, LLC 710.00%0.12%0.54%Q1 2015Q1 202318
Family Management Corp 18180.00%0.01%0.02%Q2 2019Q3 202318
VICUS CAPITAL 18180.03%0.42%1.89%Q4 2014Q1 201918
AlphaMark Advisors, LLC 1310.00%0.02%0.09%Q2 2013Q3 202318
SVB WEALTH LLC 18180.01%0.03%0.07%Q2 2019Q3 202318
SouthState Corp 18180.00%0.00%0.01%Q2 2019Q3 202318
New England Investment & Retirement Group, Inc. 1210.05%1.17%2.67%Q1 2014Q1 202018
Timber Hill LLC 1410.01%0.08%0.63%Q2 2013Q1 201818
SevenBridge Financial Group, LLC 1350.01%0.05%0.14%Q2 2016Q3 202318
Hikari Tsushin, Inc. 820.02%0.14%0.72%Q2 2016Q3 202317
QVT Financial LP 1010.01%1.83%7.19%Q4 2014Q2 202017
SYM FINANCIAL Corp 1110.00%0.01%0.03%Q4 2017Q3 202317
INVESTMENT MANAGEMENT OF VIRGINIA LLC 1030.06%0.24%0.87%Q2 2018Q1 202317
Prime Capital Investment Advisors, LLC 1610.00%0.15%0.39%Q2 2018Q3 202317
Bedel Financial Consulting, Inc. 17170.02%0.04%0.09%Q1 2018Q1 202217
Aptus Capital Advisors, LLC 17170.00%0.00%0.02%Q3 2019Q3 202317
Joel Isaacson & Co., LLC 1430.02%0.04%0.07%Q1 2015Q3 202317
FULTON BANK, N.A. 17170.01%0.07%0.11%Q3 2016Q3 202017
Williams Jones Wealth Management, LLC. 17170.19%0.24%0.33%Q3 2019Q3 202317
SP Asset Management 1070.33%0.82%1.04%Q2 2018Q3 202217
Triangle Securities Wealth Management 1610.02%0.14%0.20%Q2 2013Q3 202317
Lehman & Derafelo Financial Resources LLC 17170.28%0.39%0.50%Q4 2018Q4 202217
EAGLE GLOBAL ADVISORS LLC 17170.01%0.02%0.04%Q4 2016Q4 202017
1832 Asset Management L.P. 1220.00%0.01%0.02%Q2 2013Q1 201917
Capital Investment Advisory Services, LLC 1430.00%0.01%0.06%Q4 2018Q3 202317
Western Wealth Management, LLC 1160.02%0.05%0.09%Q4 2018Q1 202317
TRUSTCORE FINANCIAL SERVICES, LLC 1030.00%0.00%0.01%Q4 2017Q4 202217
CEDAR HILL ASSOCIATES, LLC 17171.28%2.25%3.10%Q4 2014Q4 201817
First Light Asset Management, LLC 17170.19%0.45%0.92%Q4 2016Q4 202017
ARDSLEY ADVISORY PARTNERS LP 1420.08%0.19%0.30%Q1 2016Q1 202017
Capital Advisory Group Advisory Services, LLC 1520.06%0.11%0.42%Q1 2018Q2 202217
BAR HARBOR WEALTH MANAGEMENT 1430.03%0.07%0.19%Q1 2018Q3 202317
Strategic Family Wealth Counselors, L.L.C. 17170.08%0.17%0.32%Q4 2018Q4 202217
QUADRANT CAPITAL GROUP LLC 1210.00%0.01%0.04%Q1 2018Q3 202317
CX Institutional 1110.00%0.06%0.28%Q3 2018Q2 202317
WFG Advisors, LP 17170.04%0.26%0.44%Q2 2013Q2 201717
TimeScale Financial, Inc. 17170.04%0.06%0.08%Q2 2019Q2 202317
First National Bank of South Miami 17170.02%0.03%0.05%Q4 2018Q4 202217
Vivaldi Capital Management LP 1430.04%0.16%0.38%Q4 2018Q3 202317
Shamrock Asset Management LLC 1160.01%0.52%1.00%Q2 2013Q2 201817
Atria Investments, Inc 1110.01%0.05%0.09%Q2 2013Q2 202017
Bay Rivers Group 16160.26%1.60%3.42%Q4 2019Q3 202316
Integrated Wealth Concepts LLC 16160.02%0.03%0.09%Q4 2019Q3 202316
Sculati Wealth Management, LLC 16160.88%1.10%1.44%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.01%0.01%0.01%Q4 2019Q3 202316
Jaffetilchin Investment Partners, LLC 1210.04%0.29%0.68%Q1 2017Q3 202316
ProVise Management Group, LLC 1510.05%0.10%0.16%Q2 2017Q3 202316
FLPUTNAM INVESTMENT MANAGEMENT CO 16160.01%0.02%0.03%Q1 2019Q4 202216
Procyon Advisors, LLC 16160.03%0.09%0.13%Q4 2019Q3 202316
WealthPLAN Partners, LLC 810.00%0.15%0.42%Q1 2015Q2 202316
HYMAN CHARLES D 16160.02%0.02%0.03%Q4 2019Q3 202316
Faithward Advisors, LLC 1150.02%0.05%0.13%Q3 2019Q3 202316
RB Capital Management, LLC 16160.09%0.14%0.19%Q4 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.00%0.00%Q2 2019Q3 202316
Meridian Wealth Advisors, LLC 16160.06%0.15%0.36%Q4 2018Q3 202216
Endurance Wealth Management, Inc. 16160.02%0.03%0.05%Q4 2014Q3 201816
TOCQUEVILLE ASSET MANAGEMENT L.P. 16160.04%0.07%0.10%Q4 2019Q3 202316
Regent Peak Wealth Advisors LLC 16160.07%0.09%0.12%Q4 2019Q3 202316
AlphaCore Capital LLC 16160.01%0.05%0.10%Q4 2019Q3 202316
Patriot Wealth Management, Inc. 740.66%1.18%1.62%Q2 2014Q4 201816
CAPITAL MANAGEMENT CORP /VA 720.05%0.06%0.08%Q1 2017Q4 202116
Mine & Arao Wealth Creation & Management, LLC. 16160.07%0.11%0.15%Q4 2019Q3 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.06%0.17%0.42%Q4 2019Q3 202316
Quantitative Investment Management, LLC 310.03%0.80%2.93%Q2 2013Q3 202216
ST GERMAIN D J CO INC 730.01%0.28%1.45%Q2 2013Q4 202316
Arkadios Wealth Advisors 16160.06%0.18%0.44%Q4 2019Q3 202316
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 16160.22%0.74%2.19%Q4 2019Q3 202316
Pacifica Partners Inc. 16160.01%0.01%0.01%Q1 2020Q4 202316
EVOKE WEALTH, LLC 1510.01%0.02%0.04%Q3 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.02%0.04%0.07%Q4 2019Q3 202316
Solstein Capital, LLC 1020.05%0.32%1.74%Q1 2019Q3 202316
Sequoia Financial Advisors, LLC 1410.01%0.03%0.09%Q2 2015Q3 202316
Sargent Investment Group, LLC 1420.06%0.08%0.10%Q1 2019Q3 202316
PAX Financial Group, LLC 16160.08%0.12%0.16%Q4 2019Q3 202316
FAS Wealth Partners, Inc. 16160.01%0.30%0.40%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.02%0.06%0.12%Q4 2019Q3 202316
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
Maltin Wealth Management, Inc. 16160.26%0.31%0.37%Q4 2019Q3 202316
EPG Wealth Management LLC 16160.07%0.66%1.86%Q4 2019Q3 202316
MADISON WEALTH MANAGEMENT 16160.04%0.48%1.52%Q4 2019Q3 202316
FRANKLIN RESOURCES INC 1410.00%0.00%0.00%Q2 2015Q3 202316
Equitable Holdings, Inc. 16160.02%0.03%0.06%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.01%0.01%0.03%Q4 2019Q3 202316
Investment Research & Advisory Group, Inc. 16160.04%0.06%0.08%Q4 2019Q3 202316
JAMES INVESTMENT RESEARCH INC 16160.00%0.00%0.01%Q2 2019Q1 202316
Virtu Financial LLC 710.01%0.89%3.58%Q2 2013Q4 201916
Advanced Asset Management Advisors Inc 16160.01%0.01%0.01%Q4 2019Q3 202316
Concert Wealth Management Inc. 16160.04%0.11%0.24%Q2 2013Q1 201716
Marotta Asset Management 1330.09%0.11%0.14%Q4 2019Q4 202316
Bedell Frazier Investment Counselling, LLC 920.06%0.27%0.58%Q1 2015Q3 202216
HighMark Wealth Management LLC 16160.05%0.06%0.09%Q4 2019Q3 202316
Diligent Investors, LLC 1510.06%0.21%0.27%Q2 2016Q4 202116
Clarity Wealth Advisors, LLC 16161.64%2.00%2.34%Q4 2019Q3 202316
Private Wealth Strategies, L.L.C. 16160.25%0.46%1.10%Q4 2019Q3 202316
Laurion Capital Management LP 820.00%0.06%0.32%Q1 2015Q4 201816
Keebeck Wealth Management, LLC 16160.17%0.55%1.07%Q4 2019Q3 202316
KANAWHA CAPITAL MANAGEMENT LLC 16160.03%0.04%0.04%Q4 2019Q3 202316
TORONTO DOMINION BANK 15150.00%0.00%0.00%Q1 2013Q3 201615
Pratt Collard Advisory Partners LLC 15150.18%0.25%0.29%Q4 2017Q2 202115
Arete Wealth Advisors, LLC 510.02%0.19%1.68%Q1 2015Q2 202315
COMERICA BANK 610.00%0.00%0.01%Q2 2013Q3 202315
SEI INVESTMENTS CO 960.00%0.00%0.00%Q2 2016Q2 202015
Avidian Wealth Solutions, LLC 770.00%1.40%3.99%Q4 2017Q2 202315
Wagner Wealth Management, LLC 830.00%0.03%0.06%Q4 2017Q3 202315
Cresset Asset Management, LLC 1320.00%0.01%0.02%Q4 2018Q3 202315
Wealthspire Advisors, LLC 1310.00%0.05%0.09%Q4 2018Q3 202315
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 1210.36%2.14%3.05%Q4 2016Q4 202215
WealthTrust Fairport, LLC 830.00%0.09%0.21%Q2 2013Q1 201915
Disciplined Investments, LLC 15150.01%0.01%0.02%Q4 2019Q2 202315
Global Wealth Management Investment Advisory, Inc. 15150.00%0.01%0.08%Q4 2018Q2 202215
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1410.00%0.00%0.01%Q2 2014Q2 201815
HHM Wealth Advisors, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
MSI Financial Services Inc 15150.23%0.46%0.77%Q2 2013Q4 201615
MBM Wealth Consultants, LLC 15150.03%0.05%0.06%Q4 2018Q2 202215
Migdal Insurance & Financial Holdings Ltd. 1410.00%0.70%1.53%Q4 2015Q4 201915
BlueCrest Capital Management Ltd 710.03%0.22%1.13%Q4 2014Q3 201915
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1410.07%0.13%0.19%Q2 2018Q3 202315
PACIFIC SUN FINANCIAL CORP 610.63%0.87%1.25%Q1 2018Q2 202315
STEEL GROVE CAPITAL ADVISORS, LLC 15150.03%0.05%0.07%Q2 2015Q4 201815
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1320.00%0.00%0.00%Q4 2019Q3 202315
NORTHSTAR WEALTH PARTNERS LLC 15150.15%0.31%0.47%Q1 2017Q3 202015
Advisor Group, Inc. 15150.06%0.11%0.18%Q2 2016Q4 201915
SpiderRock Advisors, LLC 930.00%1.75%5.46%Q1 2017Q1 202315
Armor Investment Advisors, LLC 15150.01%0.01%0.01%Q3 2018Q1 202215
Evolution Wealth Advisors, LLC 630.01%0.27%0.70%Q3 2019Q3 202315
SRS Capital Advisors, Inc. 820.00%0.00%0.01%Q3 2018Q3 202315
Clearstead Advisors, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.02%0.21%0.44%Q1 2020Q3 202315
QCI ASSET MANAGEMENT INC/NY 1230.00%0.00%0.00%Q3 2014Q1 202015
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 15150.01%0.04%0.12%Q1 2020Q3 202315
Regal Investment Advisors LLC 1010.02%0.09%0.45%Q2 2013Q4 202115
OSAIC HOLDINGS, INC. 15150.04%0.07%0.11%Q1 2020Q3 202315
JOHN G ULLMAN & ASSOCIATES INC 1140.03%0.06%0.10%Q3 2019Q3 202315
Castle Rock Wealth Management, LLC 820.07%0.19%0.37%Q2 2018Q1 202315
OLD SECOND NATIONAL BANK OF AURORA 1410.00%0.00%0.02%Q3 2017Q4 202115
COLONY GROUP LLC 810.00%0.02%0.19%Q4 2015Q3 202315
Providence Capital Advisors, LLC 1210.00%0.01%0.01%Q4 2017Q3 202315
Retirement Group, LLC 910.00%0.00%0.00%Q4 2019Q3 202314
Financial Management Professionals, Inc. 710.00%0.64%2.47%Q2 2013Q1 202314
Bluefin Trading, LLC 710.00%0.03%0.08%Q2 2013Q4 201614
ALLIANCEBERNSTEIN L.P. 1110.00%0.07%0.16%Q2 2013Q1 201914
Prestige Wealth Management Group LLC 1310.00%0.34%0.74%Q4 2019Q3 202314
Alley Co LLC 14141.02%1.32%1.60%Q2 2013Q3 201614
IPG Investment Advisors LLC 510.07%0.16%0.40%Q2 2014Q2 202214
MISSION WEALTH MANAGEMENT, LP 14140.01%0.02%0.02%Q2 2020Q3 202314
Fiera Capital Corp 520.00%0.00%0.01%Q3 2015Q3 202014
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 14140.34%0.54%0.92%Q2 2020Q3 202314
Atlantic Union Bankshares Corp 14140.04%0.37%0.90%Q2 2020Q3 202314
V Wealth Advisors LLC 1010.05%0.08%0.21%Q1 2016Q1 202314
CHARTIST INC /CA/ 910.69%4.48%6.06%Q2 2013Q1 201714
EVERETT HARRIS & CO /CA/ 14140.00%0.00%0.01%Q2 2020Q3 202314
NF Trinity Capital (Hong Kong) Ltd 14140.68%3.00%6.00%Q4 2015Q1 201914
Integrated Advisors Network LLC 950.01%0.08%0.17%Q4 2019Q2 202314
Beacon Pointe Advisors, LLC 14140.02%0.12%0.18%Q2 2020Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.10%0.22%0.86%Q2 2020Q3 202314
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1220.30%0.49%1.27%Q3 2016Q3 202314
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Nan Shan Life Insurance Co., Ltd. 710.01%0.23%0.82%Q1 2016Q1 202014
COOKSON PEIRCE & CO INC 1130.01%0.02%0.03%Q1 2020Q3 202314
J.W. COLE ADVISORS, INC. 810.06%0.10%0.24%Q4 2019Q3 202314
ROPES WEALTH ADVISORS LLC 14140.00%0.01%0.03%Q3 2017Q4 202014
TRANSCEND CAPITAL ADVISORS, LLC 1310.05%0.13%0.25%Q1 2020Q3 202314
Brinker Capital Investments, LLC 920.00%0.12%0.20%Q1 2017Q1 202214
EP Wealth Advisors, LLC 510.00%0.03%0.06%Q3 2015Q3 202314
CVA Family Office, LLC 14140.01%0.01%0.02%Q1 2020Q2 202314
Vantage Investment Advisors, LLC 14140.00%0.01%0.01%Q4 2013Q1 201714
Ally Financial Inc. 810.28%0.84%1.83%Q1 2014Q2 202114
Laurel Wealth Advisors, Inc. 1310.01%0.04%0.07%Q1 2016Q4 202214
Sunbelt Securities, Inc. 14140.14%0.26%0.63%Q2 2020Q3 202314
Rosenberg Matthew Hamilton 14140.01%0.01%0.02%Q2 2020Q3 202314
Choate Investment Advisors 13130.00%0.01%0.02%Q3 2020Q3 202313
Bell Rock Capital LLC 13130.03%0.09%0.21%Q4 2016Q4 201913
SALEM INVESTMENT COUNSELORS INC 1110.00%0.00%0.01%Q3 2016Q3 202313
Laidlaw Wealth Management LLC 850.07%0.20%0.44%Q4 2019Q3 202313
SWARTHMORE GROUP INC 13130.14%1.37%3.81%Q1 2015Q1 201813
Semmax Financial Advisors Inc. 13130.00%0.01%0.08%Q4 2018Q4 202113
Wellington Shields Capital Management, LLC 1120.05%0.40%0.63%Q3 2015Q4 202213
Clark Capital Management Group, Inc. 910.04%0.38%0.72%Q3 2013Q4 202213
Golden State Wealth Management, LLC 830.00%0.11%0.28%Q1 2019Q4 202113
West Branch Capital LLC 1010.02%0.10%0.45%Q2 2018Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.03%0.05%0.07%Q3 2020Q3 202313
ROWLAND CARMICHAEL ADVISORS INC /ADV 620.00%0.01%0.03%Q1 2016Q4 202013
Kestra Advisory Services, LLC 13130.05%0.08%0.13%Q3 2020Q3 202313
Meridian Wealth Management, LLC 1210.01%0.08%0.12%Q2 2019Q3 202313
Calamos Advisors LLC 13130.02%0.07%0.16%Q1 2017Q1 202013
Newbridge Financial Services Group, Inc. 13130.02%0.14%0.36%Q3 2020Q3 202313
SHEPHERD KAPLAN KROCHUK, LLC 710.03%0.47%1.12%Q4 2013Q4 202013
Ifrah Financial Services, Inc. 710.11%0.14%0.19%Q3 2014Q4 202013
Investors Capital Advisory Services 13130.05%0.16%0.32%Q2 2013Q2 201613
Congress Park Capital LLC 13130.23%0.41%0.64%Q2 2020Q2 202313
SeaBridge Investment Advisors LLC 1030.01%0.08%0.31%Q3 2013Q3 202013
Simplicity Solutions, LLC 1120.01%0.04%0.17%Q1 2017Q3 202013
TOTAL INVESTMENT MANAGEMENT INC 1030.03%3.57%14.18%Q2 2020Q3 202313
NATIXIS 1010.01%0.56%1.08%Q4 2015Q3 202013
Madison Asset Management, LLC 13130.06%0.12%0.26%Q4 2019Q4 202213
Key FInancial Inc 1210.01%0.03%0.08%Q1 2020Q3 202313
SANDERS MORRIS HARRIS LLC 1210.05%0.14%0.26%Q3 2016Q4 201913
SIGNET FINANCIAL MANAGEMENT, LLC 910.01%0.04%0.06%Q1 2018Q3 202313
RETIREMENT INCOME SOLUTIONS, INC 760.07%0.12%0.21%Q2 2020Q3 202313
FLOW TRADERS U.S. LLC 510.00%0.09%0.35%Q3 2014Q3 202313
Modus Advisors, LLC 13130.14%0.17%0.21%Q3 2020Q3 202313
Grassi Investment Management 13130.15%0.23%0.28%Q3 2020Q3 202313
LGL PARTNERS, LLC 760.09%0.16%0.22%Q4 2015Q1 201913
Financial Gravity Asset Management, Inc. 410.00%0.26%1.49%Q1 2018Q3 202313
JENNISON ASSOCIATES LLC 920.00%0.00%0.01%Q4 2014Q3 201713
BigSur Wealth Management LLC 13130.11%0.39%1.33%Q3 2020Q3 202313
SOA Wealth Advisors, LLC. 12120.02%0.03%0.04%Q4 2020Q3 202312
TruWealth Advisors, LLC 12120.02%0.08%0.21%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.06%0.08%0.09%Q4 2020Q3 202312
Trust Co 720.00%0.00%0.02%Q4 2018Q3 202312
Signature Wealth Management Partners, LLC 12121.40%1.69%2.17%Q4 2020Q3 202312
Bellwether Advisors, LLC 12120.44%0.73%1.28%Q4 2020Q3 202312
Jackson, Grant Investment Advisers, Inc. 12120.01%0.01%0.04%Q4 2015Q3 201812
Danda Trouve Investment Management, Inc. 12120.00%1.18%1.79%Q4 2019Q3 202212
TOMPKINS FINANCIAL CORP 820.00%0.01%0.02%Q3 2018Q4 202312
DAVIDSON & GARRARD INC 12120.05%0.06%0.07%Q4 2014Q3 201712
CSS LLC/IL 510.01%0.09%0.19%Q3 2020Q3 202212
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 12120.17%1.41%2.14%Q3 2016Q2 201912
FACTORY MUTUAL INSURANCE CO 12120.12%0.14%0.14%Q4 2020Q3 202312
EASTERN BANK 660.02%0.03%0.05%Q3 2013Q4 201712
PETTYJOHN, WOOD & WHITE, INC 810.05%0.07%0.12%Q2 2015Q1 202312
PRUDENTIAL FINANCIAL INC 12120.00%0.00%0.00%Q2 2020Q1 202312
PRIVATE MANAGEMENT GROUP INC 12120.13%0.55%0.87%Q1 2016Q4 201812
KG&L Capital Management,LLC 810.04%0.20%0.54%Q4 2018Q3 202312
MARATHON CAPITAL MANAGEMENT 750.11%0.17%0.26%Q2 2020Q3 202312
OPPENHEIMER ASSET MANAGEMENT INC. 410.00%0.02%0.06%Q1 2017Q3 202312
STRATEGIC WEALTH MANAGEMENT INC 12122.10%8.95%16.47%Q4 2012Q3 201512
WHITENER CAPITAL MANAGEMENT, INC. 910.08%0.14%0.20%Q4 2017Q2 202112
PRICE T ROWE ASSOCIATES INC /MD/ 12120.00%0.00%0.00%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.03%0.17%0.74%Q4 2018Q3 202112
Clal Insurance Enterprises Holdings Ltd 1110.48%2.14%5.36%Q4 2014Q1 201912
Merrion Investment Management Co, LLC 12120.49%0.61%0.74%Q4 2020Q3 202312
Manchester Capital Management LLC 12120.00%0.00%0.00%Q2 2020Q1 202312
ALTFEST L J & CO INC 1020.06%0.42%1.18%Q1 2020Q3 202312
tru Independence LLC 910.00%0.22%1.24%Q4 2019Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.02%0.04%Q2 2013Q1 201612
LeJeune Puetz Investment Counsel LLC 810.04%0.05%0.06%Q2 2019Q1 202312
ATLAS CAPITAL ADVISORS LLC 660.00%0.02%0.10%Q3 2020Q3 202312
WILLIAM HARRIS INVESTORS INC 12120.07%0.17%0.23%Q2 2013Q1 201612
B. Riley Financial, Inc. 12120.18%0.23%0.34%Q4 2015Q3 201812
Florin Court Capital LLP 710.12%0.42%0.73%Q3 2017Q4 202112
ADIRONDACK TRUST CO 610.00%0.03%0.06%Q4 2015Q1 202312
Keystone Financial Group 1110.04%0.07%0.12%Q2 2019Q2 202212
Apollon Wealth Management, LLC 1110.03%0.08%0.10%Q2 2020Q3 202312
Alerus Investment Advisors Corp 12121.02%1.47%1.90%Q2 2013Q1 201612
SteelPeak Wealth, LLC 1110.06%0.11%0.16%Q4 2019Q3 202312
Wescott Financial Advisory Group, LLC 12120.07%0.16%0.29%Q4 2020Q3 202312
Mosaic Family Wealth, LLC 12120.02%0.04%0.08%Q2 2016Q1 201912
Leucadia National 440.00%0.25%0.55%Q4 2022Q3 202312
M Holdings Securities, Inc. 910.05%0.18%0.48%Q4 2013Q1 201912
Rothschild Capital Partners, LLC 910.45%1.25%1.68%Q1 2016Q4 202012
Horan Securities, Inc. 750.01%0.02%0.04%Q2 2020Q2 202312
Main Street Financial Solutions, LLC 12120.14%0.18%0.23%Q4 2020Q3 202312
Aberdeen Wealth Management LLC 810.00%0.05%0.07%Q1 2020Q3 202312
Robertson Stephens Wealth Management, LLC 12120.02%0.03%0.07%Q3 2020Q2 202312
Bridge Advisory, LLC 12120.11%0.19%0.28%Q4 2020Q3 202312
TRUE Private Wealth Advisors 510.00%0.04%0.12%Q4 2017Q4 202212
Vontobel Holding Ltd. 12120.00%0.01%0.02%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.25%0.45%0.77%Q4 2020Q3 202312
FT Options LLC 310.01%0.69%3.60%Q1 2016Q3 201712
SITTNER & NELSON, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Oxler Private Wealth LLC 12120.28%0.33%0.40%Q4 2020Q3 202312
JANICZEK WEALTH MANAGEMENT, LLC 12120.00%0.00%0.00%Q2 2020Q1 202312
Tarbox Family Office, Inc. 12120.02%0.04%0.05%Q1 2017Q4 201912
Capital Asset Advisory Services LLC 12120.00%0.00%0.01%Q4 2019Q3 202212
Proquility Private Wealth Partners, LLC 12121.02%1.18%1.35%Q4 2020Q3 202312
Wells Financial Advisors INC 12120.01%0.01%0.02%Q4 2020Q3 202312
B. Riley Wealth Management, Inc. 810.02%0.12%0.34%Q1 2014Q1 202212
Destiny Wealth Partners, LLC 12120.45%1.09%1.57%Q4 2020Q3 202312
Rye Brook Capital LLC 12122.45%4.77%7.68%Q4 2020Q3 202312
Elk River Wealth Management, LLC 12120.06%0.08%0.13%Q4 2020Q3 202312
Cedar Wealth Management, LLC 12120.01%0.01%0.02%Q4 2019Q3 202212
Wealth Management Partners, LLC 12120.13%0.38%0.76%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.42%0.69%0.81%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12120.10%0.35%0.42%Q4 2020Q3 202312
Daniel Devine & Co 12122.02%3.03%3.62%Q3 2015Q2 201812
Journey Advisory Group, LLC 12120.03%0.43%0.84%Q4 2020Q3 202312
PATTEN & PATTEN INC/TN 930.02%0.03%0.07%Q1 2014Q2 201912
YorkBridge Wealth Partners, LLC 11110.03%0.07%0.10%Q4 2016Q2 201911
Asset Planning Services, Ltd. 11110.02%0.02%0.05%Q1 2017Q3 201911
Fortis Advisors, LLC 830.01%0.06%0.19%Q3 2017Q4 202111
Virtu KCG Holdings LLC 810.01%0.05%0.22%Q3 2013Q4 201611
Partnervest Advisory Services LLC 920.01%0.08%0.15%Q2 2013Q1 201911
Cribstone Capital Management, LLC 1010.00%0.02%0.04%Q2 2017Q1 202011
Vontobel Swiss Wealth Advisors AG 11111.47%2.83%3.82%Q2 2016Q4 201811
Howard Capital Management Group, LLC 11110.53%0.64%0.75%Q1 2021Q3 202311
CYPRESS CAPITAL MANAGEMENT LLC 810.03%0.03%0.04%Q4 2017Q1 202211
IEQ CAPITAL, LLC 11110.01%0.03%0.08%Q1 2021Q3 202311
NIEMANN CAPITAL MANAGEMENT INC 1010.31%8.23%11.39%Q2 2013Q2 202011
Financial Sense Advisors, Inc. 610.08%0.21%0.72%Q4 2016Q3 202311
Blue Chip Wealth Management, Inc. 11110.27%0.42%0.63%Q1 2018Q3 202011
PECONIC PARTNERS LLC 11110.06%0.22%0.58%Q2 2020Q4 202211
Robbins Farley 11110.22%1.01%2.03%Q1 2021Q3 202311
Shoker Investment Counsel, Inc. 11110.41%0.68%0.86%Q4 2016Q2 201911
BUTENSKY & COHEN FINANCIAL SECURITY, INC 11110.10%0.12%0.15%Q4 2014Q2 201711
GREYSTONE INVESTMENT MANAGEMENT LLC 11112.09%2.56%3.58%Q2 2016Q4 201811
Dunvegan Associates, Inc. 11111.57%1.90%2.29%Q2 2013Q4 201511
Atom Investors LP 11110.36%4.22%9.30%Q1 2021Q3 202311
CT Financial Advisors LLC 1010.00%0.03%0.04%Q1 2014Q1 201711
BEACON TRUST CO 740.04%0.48%1.10%Q3 2013Q1 201711
Realta Investment Advisors 410.03%0.05%0.09%Q1 2019Q3 202311
ENTERPRISE FINANCIAL SERVICES CORP 11110.01%0.01%0.02%Q1 2019Q3 202111
Orion Capital Management LLC 1010.10%0.12%0.14%Q4 2020Q3 202311
Providence First Trust Co 11110.66%1.11%1.29%Q1 2021Q3 202311
TRAIN BABCOCK ADVISORS LLC 11110.07%0.11%0.17%Q2 2014Q4 201611
Maple Capital Management, Inc. 11110.10%0.35%0.94%Q2 2013Q4 201511
BENJAMIN EDWARDS INC 11110.00%0.08%0.11%Q1 2020Q3 202211
Bison Wealth, LLC 920.01%0.15%0.71%Q1 2015Q2 202211
Concord Wealth Partners 740.00%0.01%0.01%Q4 2020Q3 202311
BOENNING & SCATTERGOOD, INC. 1010.05%0.10%0.39%Q4 2018Q4 202211
CUMBERLAND ADVISORS INC 710.14%2.09%3.84%Q2 2013Q3 202311
Crosspoint Capital Strategies, LLC 920.00%0.04%0.10%Q4 2013Q3 201611
SevenOneSeven Capital Management 11110.03%0.04%0.06%Q1 2021Q3 202311
Prism Advisors, Inc. 510.07%0.09%0.11%Q2 2018Q2 202311
WBH ADVISORY INC 11110.03%0.06%0.08%Q1 2020Q3 202211
Lumature Wealth Partners, LLC 11110.06%0.09%0.20%Q4 2020Q2 202311
Berger Financial Group, Inc 11110.05%0.08%0.13%Q4 2020Q2 202311
VSR Financial Services, Inc. 11110.18%0.26%0.37%Q2 2013Q4 201511
AMERICAN NATIONAL BANK 11110.00%0.00%0.00%Q2 2015Q4 201711
WealthShield Partners, LLC 510.00%0.01%0.01%Q4 2017Q3 202311
Spire Wealth Management 11110.01%0.02%0.03%Q1 2021Q3 202311
Ameritas Investment Company, LLC 11110.07%0.14%0.23%Q1 2019Q3 202111
CYPRESS ASSET MANAGEMENT INC/TX 11110.08%0.66%1.33%Q4 2016Q2 201911
Personal Capital Advisors Corp 11110.00%0.00%0.00%Q2 2020Q4 202211
Addison Advisors LLC 1010.02%0.04%0.07%Q4 2020Q3 202311
Jacobus Wealth Management, Inc. 11110.05%0.13%0.18%Q1 2015Q3 201711
First City Capital Management, Inc. 11110.04%0.10%0.17%Q3 2013Q1 201611
Valentine Capital Asset Management, Inc. 11110.58%0.94%1.68%Q2 2013Q4 201511
Founders Financial Alliance, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
WestHill Financial Advisors, Inc. 920.00%0.00%0.00%Q4 2020Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.02%0.03%0.03%Q1 2021Q3 202311
Alpha Omega Wealth Management LLC 11110.02%0.03%0.03%Q4 2016Q2 201911
Segment Wealth Management, LLC 11110.08%0.47%1.65%Q2 2013Q4 201511
Quantbot Technologies LP 410.01%0.10%0.24%Q3 2019Q3 202311
MIDDLETON & CO INC/MA 11110.05%0.07%0.08%Q1 2021Q3 202311
StrategIQ Financial Group, LLC 11110.02%0.05%0.07%Q1 2021Q3 202311
VisionPoint Advisory Group, LLC 830.09%0.54%1.42%Q1 2020Q3 202311
Sugarloaf Wealth Management, LLC 11110.00%0.01%0.03%Q2 2020Q4 202211
Freedom Investment Management, Inc. 710.02%0.14%0.34%Q2 2015Q3 202311
Catamount Wealth Management 830.01%1.24%2.49%Q4 2014Q1 201911
K.J. Harrison & Partners Inc 720.04%0.33%1.58%Q2 2016Q3 202111
Resource Planning Group 830.15%0.17%0.19%Q2 2020Q2 202311
Bard Financial Services, Inc. 11110.25%0.33%0.41%Q4 2020Q2 202311
BOURGEON CAPITAL MANAGEMENT LLC 11110.01%0.78%2.38%Q1 2019Q3 202111
J. Goldman & Co LP 310.01%0.15%0.48%Q2 2015Q1 202311
FNY Managed Accounts LLC 310.00%0.26%1.32%Q1 2014Q4 201711
HYA Advisors, Inc 11110.11%0.21%0.30%Q4 2019Q2 202211
MARINER INVESTMENT GROUP LLC 530.00%0.44%1.79%Q2 2014Q2 201611
NWI MANAGEMENT LP 810.05%0.31%2.23%Q1 2018Q3 202311
Ergoteles LLC 830.05%1.21%3.26%Q4 2020Q3 202311
HANSEATIC MANAGEMENT SERVICES INC 1010.00%2.95%5.51%Q4 2019Q1 202311
Yellowstone Partners, LLC 10100.10%0.14%0.19%Q2 2014Q3 201610
Magnus Financial Group LLC 510.04%0.16%0.34%Q1 2019Q3 202310
Global Trust Asset Management, LLC 710.00%0.06%0.24%Q4 2017Q3 202110
Clear Harbor Asset Management, LLC 810.01%0.05%0.08%Q4 2019Q3 202310
Corbenic Partners LLC 10100.01%0.01%0.01%Q3 2015Q4 201710
Waverly Advisors, LLC 710.01%0.03%0.04%Q3 2013Q3 202310
Emery Howard Portfolio Management, Inc. 710.04%0.05%0.06%Q1 2015Q4 202110
IFC Holdings Incorporated/FL 610.02%0.06%0.13%Q4 2014Q4 201710
Johnson Financial Group, Inc. 810.00%0.01%0.03%Q4 2017Q3 202310
Ranch Capital Advisors Inc. 10100.14%0.14%0.17%Q3 2019Q4 202110
Virtue Capital Management, LLC 730.04%0.20%0.34%Q3 2020Q3 202310
Private Wealth Advisors, Inc. 820.08%0.37%1.60%Q2 2018Q4 202010
EMFO, LLC 10100.48%0.63%0.75%Q2 2021Q3 202310
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 10100.08%0.11%0.14%Q3 2014Q4 201610
Elliott Investment Management L.P. 640.51%1.52%4.37%Q2 2020Q3 202310
NORTHWEST INVESTMENT COUNSELORS, LLC 710.00%0.01%0.01%Q2 2017Q3 202310
Dana Investment Advisors, Inc. 510.01%0.02%0.03%Q3 2015Q4 202210
FundX Investment Group, LLC 410.25%4.81%7.80%Q2 2013Q2 202010
MID CONTINENT CAPITAL LLC/IL 10100.10%0.16%0.26%Q2 2013Q3 201510
Beacon Capital Management, Inc. 10100.00%0.01%0.01%Q4 2013Q1 201610
Peak Financial Management, Inc. 710.09%0.53%2.27%Q2 2016Q4 202110
Sonora Investment Management, LLC 10100.00%0.00%0.00%Q2 2019Q3 202110
Cornerstone Advisory, LLC 730.06%0.10%0.14%Q4 2018Q2 202310
Orion Portfolio Solutions, LLC 510.00%0.11%0.28%Q4 2019Q1 202310
Madrona Financial Services, LLC 10101.40%1.83%2.79%Q2 2020Q3 202210
Olympiad Research LP 810.16%1.00%4.31%Q4 2019Q3 202210
KINGS POINT CAPITAL MANAGEMENT 10100.01%0.02%0.02%Q4 2019Q1 202210
MARK SHEPTOFF FINANCIAL PLANNING, LLC 730.00%0.03%0.05%Q3 2014Q3 201910
GPS Wealth Strategies Group, LLC 730.01%0.02%0.03%Q1 2021Q3 202310
Apexium Financial, LP 550.03%0.09%0.16%Q3 2020Q3 202310
Ionic Capital Management LLC 310.12%0.46%0.90%Q3 2015Q1 201810
Archer Investment Corp 820.00%0.23%0.40%Q1 2019Q3 202310
Global Financial Private Capital, Inc 550.00%0.01%0.02%Q3 2017Q2 202010
PSI Advisors, LLC 910.00%0.00%0.01%Q4 2019Q3 202310
FRONT BARNETT ASSOCIATES LLC 10100.04%0.16%0.19%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.06%Q1 2021Q3 202310
ANCHOR CAPITAL ADVISORS LLC 820.01%0.01%0.02%Q3 2020Q1 202310
Alhambra Investment Management LLC 10100.40%0.45%0.50%Q3 2020Q4 202210
ORRSTOWN FINANCIAL SERVICES INC 10100.02%0.23%0.69%Q2 2013Q3 201510
WOLVERINE ASSET MANAGEMENT LLC 810.00%0.05%0.08%Q2 2013Q1 202110
NatWest Group plc 10100.11%0.27%0.64%Q2 2013Q3 201510
FARMERS & MERCHANTS INVESTMENTS INC 10100.00%0.00%0.00%Q2 2021Q3 202310
LAKE STREET PRIVATE WEALTH, LLC 910.04%0.17%0.26%Q1 2020Q3 202310
Advisors Preferred, LLC 310.01%1.56%7.50%Q4 2013Q1 202310
CREDIT AGRICOLE S A 730.00%0.00%0.01%Q3 2013Q1 202110
Cypress Wealth Services, LLC 910.06%0.08%0.09%Q3 2018Q1 202110
TrinityPoint Wealth, LLC 910.05%0.09%0.16%Q4 2020Q3 202310
Sound Income Strategies, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Codex Capital, L.L.C. 10100.12%0.13%0.16%Q2 2021Q3 202310
Center for Financial Planning, Inc. 10100.00%0.00%0.00%Q4 2020Q1 202310
Windsor Creek Advisors, LLC 660.10%0.45%0.96%Q4 2018Q1 202010
Capital Planning Advisors, LLC 910.01%0.40%1.04%Q4 2015Q3 201910
BerganKDV Wealth Management, LLC 910.00%0.00%0.01%Q2 2018Q4 202010
VALLEY WEALTH MANAGERS, INC. 610.00%0.01%0.04%Q4 2016Q3 202310
PARK AVENUE SECURITIES LLC 710.00%0.03%0.05%Q3 2019Q3 202310
Bridgewater Wealth & Financial Management, LLC 10100.09%0.13%0.19%Q1 2015Q2 201710
WEALTH ADVISORS, INC. 660.00%0.08%0.20%Q3 2020Q4 202110
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 820.04%0.05%0.07%Q4 2015Q2 201810
EVERMAY WEALTH MANAGEMENT LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Accel Wealth Management 10100.02%0.03%0.05%Q4 2020Q1 202310
JTC Employer Solutions Trustee Ltd 10100.05%0.08%0.12%Q2 2021Q3 202310
MBB PUBLIC MARKETS I LLC 880.01%0.82%1.80%Q4 2021Q3 202310
Castleview Partners, LLC 810.00%0.09%0.36%Q1 2018Q3 202310
LPWM LLC 10100.35%0.61%0.83%Q4 2019Q1 202210
Connecticut Wealth Management, LLC 730.03%0.07%0.09%Q3 2019Q3 202310
PICTET BANK & TRUST Ltd 710.08%0.33%0.52%Q2 2015Q1 201910
Thomasville National Bank 810.04%0.13%0.23%Q1 2015Q1 202010
Bank of New Hampshire 10100.17%0.33%0.63%Q2 2021Q3 202310
CapWealth Advisors, LLC 520.00%0.00%0.00%Q2 2013Q1 201610
WEALTHCARE CAPITAL MANAGEMENT LLC 10100.00%0.00%0.00%Q2 2013Q3 201510
Smart Portfolios, LLC 732.39%6.82%13.28%Q2 2013Q4 201510
SYMMETRY PEAK MANAGEMENT LLC 210.06%0.44%1.06%Q4 2014Q4 20199
Nikulski Financial, Inc. 720.12%0.32%0.50%Q1 2020Q3 20239
Alpine Global Management, LLC 210.05%0.60%2.88%Q1 2014Q2 20239
NORRIS PERNE & FRENCH LLP/MI 510.03%0.04%0.07%Q1 2014Q1 20189
Integrated Wealth Management 990.02%0.12%0.19%Q1 2015Q1 20179
Taylor Hoffman Wealth Management 810.01%0.01%0.01%Q1 2018Q2 20209
BAROMETER CAPITAL MANAGEMENT INC. 810.03%0.10%0.18%Q1 2014Q4 20229
MANAGED ACCOUNT ADVISORS LLC 990.01%0.06%0.16%Q2 2013Q2 20159
CONDOR CAPITAL MANAGEMENT 710.06%0.09%0.12%Q3 2013Q4 20219
COWEN AND COMPANY, LLC 210.00%0.04%0.24%Q4 2019Q4 20219
LFA - Lugano Financial Advisors SA 420.00%0.04%0.13%Q2 2018Q3 20239
Powell Investment Advisors, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
ATTICUS WEALTH MANAGEMENT, LLC 720.00%0.06%0.09%Q4 2019Q3 20239
Soros Fund Management 310.01%0.09%0.39%Q3 2014Q2 20239
Janney Capital Management LLC 540.03%1.22%1.58%Q3 2016Q3 20209
Pinnacle Summer Investments, Inc. 810.00%0.00%0.00%Q2 2013Q3 20159
WASHBURN CAPITAL MANAGEMENT, INC. 990.17%0.25%0.36%Q3 2021Q3 20239
Pinnacle Advisory Group, Inc. 720.02%0.05%0.07%Q3 2016Q2 20199
U.S. Capital Wealth Advisors, LLC 990.01%0.02%0.04%Q3 2021Q3 20239
Laurel Wealth Advisors LLC 810.00%0.00%0.00%Q2 2019Q3 20239
Highlander Capital Management, LLC 990.00%0.00%0.01%Q4 2016Q4 20189
Sanford Advisory Services, LLC 990.09%0.12%0.15%Q4 2020Q4 20229
JS Capital Management LLC 630.04%0.27%0.95%Q3 2018Q4 20209
ALETHEA CAPITAL MANAGEMENT, LLC 991.00%1.64%3.21%Q3 2015Q3 20179
BOOTHBAY FUND MANAGEMENT, LLC 310.01%0.26%1.61%Q3 2015Q1 20229
Essex LLC 990.09%0.19%0.30%Q3 2021Q3 20239
EVERGREEN CAPITAL MANAGEMENT LLC 810.02%0.20%0.38%Q2 2018Q3 20239
Independent Wealth Network Inc. 990.24%0.31%0.39%Q3 2021Q3 20239
Sowell Financial Services LLC 710.01%0.01%0.03%Q4 2016Q1 20239
Aristides Capital LLC 610.27%1.68%4.37%Q2 2020Q2 20239
EFG Asset Management (Americas) Corp. 710.04%0.05%0.08%Q4 2014Q4 20229
Cordasco Financial Network 810.02%0.03%0.06%Q4 2015Q2 20229
Snider Financial Group 720.31%0.47%0.91%Q2 2021Q3 20239
TELEMUS CAPITAL, LLC 810.02%0.08%0.12%Q4 2016Q1 20199
Alyeska Investment Group, L.P. 410.08%0.87%5.31%Q4 2014Q4 20209
SUMMIT CAPITAL MANAGEMENT LLC 722.62%3.98%6.75%Q4 2013Q1 20169
BURNHAM ASSET MANAGEMENT CORP /NY/ 990.34%1.33%5.60%Q2 2014Q2 20169
Wellington Shields & Co., LLC 510.03%0.11%0.19%Q4 2017Q4 20229
Enterprise Trust & Investment Co 990.03%0.04%0.05%Q2 2020Q2 20229
NAVELLIER & ASSOCIATES INC 210.06%0.32%0.98%Q1 2015Q3 20219
Private Capital Advisors, Inc. 810.18%1.76%3.29%Q2 2016Q1 20199
Bellevue Group AG 810.12%0.32%0.71%Q1 2016Q3 20189
Samalin Investment Counsel, LLC 810.11%0.14%0.16%Q4 2019Q3 20239
PATHSTONE FAMILY OFFICE, LLC 310.00%0.01%0.07%Q3 2013Q3 20239
Ken Stern & Associates, Inc. 990.13%0.16%0.24%Q3 2016Q3 20189
INVESTMENT CENTERS OF AMERICA INC 990.02%0.06%0.17%Q3 2015Q3 20179
State of Tennessee, Treasury Department 210.01%0.08%0.22%Q1 2015Q3 20219
BRIGHTON JONES LLC 520.04%0.06%0.11%Q3 2013Q1 20189
KINGDON CAPITAL MANAGEMENT, L.L.C. 311.03%1.90%3.30%Q2 2013Q3 20209
Miracle Mile Advisors, LLC 710.02%0.61%1.31%Q1 2019Q3 20239
Rossmore Private Capital 710.04%0.07%0.16%Q4 2017Q4 20219
AMUSSEN HUNSAKER ASSOCIATES LLC 990.40%0.87%1.12%Q2 2017Q2 20199
PRELUDE CAPITAL MANAGEMENT, LLC 310.01%0.30%0.94%Q3 2013Q4 20219
Bank Pictet & Cie (Europe) AG 810.05%0.15%0.23%Q2 2014Q3 20179
ROWLANDMILLER & PARTNERS.ADV 420.02%0.03%0.04%Q4 2020Q3 20239
CHATHAM CAPITAL GROUP, INC. 610.05%0.06%0.11%Q1 2015Q4 20199
Independence Bank of Kentucky 880.00%0.01%0.01%Q4 2021Q3 20238
Midwest Professional Planners, LTD. 210.23%0.81%1.23%Q2 2018Q3 20238
HOWARD WEALTH MANAGEMENT, LLC 710.04%0.15%0.19%Q4 2019Q1 20228
MMBG INVESTMENT ADVISORS CO. 881.19%1.30%1.44%Q4 2021Q3 20238
Quaker Wealth Management, LLC 620.13%0.43%1.00%Q4 2019Q1 20228
ExodusPoint Capital Management, LP 310.03%0.17%0.28%Q2 2019Q2 20238
Wealthfront Advisers LLC 880.00%0.00%0.00%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.04%0.08%0.12%Q1 2020Q4 20218
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
WEST CHESTER CAPITAL ADVISORS, INC 410.01%0.57%1.19%Q2 2013Q3 20188
BREITER CAPITAL MANAGEMENT INC 440.15%0.27%0.37%Q1 2020Q1 20228
SENTINEL TRUST CO LBA 710.03%0.04%0.08%Q2 2013Q3 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 880.01%0.03%0.04%Q2 2013Q1 20158
LEO BROKERAGE, LLC 510.04%0.39%0.66%Q3 2020Q2 20238
CAZ INVESTMENTS LP 710.72%2.65%5.25%Q2 2020Q3 20238
DOCK STREET ASSET MANAGEMENT INC 440.17%0.82%2.18%Q2 2013Q2 20158
BOSTON PRIVATE BANK & TRUST CO 880.03%0.04%0.06%Q2 2013Q1 20158
DELTEC ASSET MANAGEMENT LLC 410.11%0.31%0.68%Q1 2017Q3 20238
Laird Norton Wetherby Wealth Management, LLC 510.01%0.03%0.07%Q3 2017Q2 20228
GRIMES & COMPANY, INC. 880.01%0.02%0.02%Q4 2020Q3 20228
BAIRD ROBERT W & CO INC /WI/ 880.03%0.03%0.04%Q2 2013Q1 20158
D. E. Shaw & Co., Inc. 310.00%0.01%0.03%Q2 2015Q1 20208
BALTIMORE CAPITAL MANAGEMENT, INC 710.78%0.87%0.99%Q1 2017Q1 20198
HARTLINE INVESTMENT CORP/ 440.05%0.10%0.32%Q3 2014Q2 20198
ORLEANS CAPITAL MANAGEMENT CORP/LA 510.19%0.36%0.62%Q4 2016Q3 20238
BRADLEY FOSTER & SARGENT INC/CT 880.01%0.03%0.03%Q4 2021Q3 20238
Valmark Advisers, Inc. 310.00%0.00%0.01%Q2 2018Q2 20238
Dorsey & Whitney Trust CO LLC 620.02%0.03%0.04%Q3 2018Q1 20228
MORRIS FINANCIAL CONCEPTS, INC. 880.00%0.00%0.00%Q4 2021Q3 20238
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 883.28%4.95%6.26%Q4 2016Q3 20188
RS CRUM INC. 880.44%0.71%1.13%Q4 2021Q3 20238
Grace Capital 880.01%0.05%0.09%Q4 2018Q3 20208
EQUITABLE TRUST CO 710.02%0.04%0.06%Q2 2019Q4 20218
ARROWGRASS CAPITAL PARTNERS (US) LP 510.00%0.59%3.06%Q4 2013Q3 20178
OLD MISSION CAPITAL LLC 210.01%0.09%0.20%Q1 2020Q3 20238
Nantahala Capital Management 610.48%3.39%6.49%Q3 2013Q3 20188
TD Waterhouse Canada Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
WFA Asset Management Corp 880.04%0.04%0.05%Q4 2021Q3 20238
ETFIDEA, LLC 881.28%1.56%2.06%Q4 2021Q3 20238
Investmark Advisory Group LLC 880.21%0.28%0.37%Q4 2021Q3 20238
Objective Capital Management, LLC 880.23%0.27%0.34%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.03%0.03%0.04%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.00%0.00%0.00%Q4 2021Q3 20238
My Personal CFO, LLC 880.66%0.85%1.20%Q4 2021Q3 20238
Comprehensive Financial Consultants Institutional, Inc. 880.27%0.32%0.38%Q4 2021Q3 20238
Ascent Group, LLC 880.08%0.11%0.13%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 880.59%0.69%0.89%Q4 2021Q3 20238
Byrne Asset Management LLC 880.07%0.11%0.16%Q4 2021Q3 20238
Marion Wealth Management 880.51%0.71%0.84%Q4 2021Q3 20238
PURSUE WEALTH PARTNERS LLC 880.38%2.65%4.34%Q4 2021Q3 20238
City State Bank 880.58%0.67%0.75%Q4 2021Q3 20238
UNITED SERVICES AUTOMOBILE ASSOCIATION 880.01%0.01%0.01%Q1 2016Q4 20178
Ameliora Wealth Management Ltd. 880.02%0.32%0.99%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
SOUTHERN CAPITAL ADVISORS, LLC 880.19%1.08%2.33%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 880.63%0.70%0.93%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.01%0.03%0.05%Q4 2021Q3 20238
Eagle Strategies LLC 880.22%0.41%0.70%Q4 2021Q3 20238
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 530.04%0.39%1.25%Q2 2015Q4 20188
PACK Private Wealth, LLC 880.23%0.26%0.29%Q4 2021Q3 20238
InterOcean Capital, LLC 880.02%0.03%0.05%Q1 2018Q4 20198
NCM Capital Management, LLC 880.16%0.19%0.27%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.08%0.09%0.10%Q4 2021Q3 20238
Wedmont Private Capital 880.02%0.05%0.09%Q4 2021Q3 20238
Martin Capital Advisors, LLP 881.54%1.78%2.05%Q4 2021Q3 20238
Richmond Brothers, Inc. 882.67%4.86%6.30%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.04%0.08%0.16%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.04%0.07%0.10%Q4 2021Q3 20238
Activest Wealth Management 610.04%0.11%0.19%Q1 2021Q3 20238
Heritage Investment Group, Inc. 880.09%0.22%0.56%Q4 2021Q3 20238
Oxbow Advisors, LLC 880.04%0.09%0.12%Q4 2021Q3 20238
C2C Wealth Management, LLC 880.07%0.09%0.10%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
NewEdge Wealth, LLC 880.01%0.02%0.06%Q4 2021Q3 20238
Westwood Wealth Management 880.69%1.10%1.88%Q4 2021Q3 20238
High Falls Advisors, Inc 310.03%0.19%0.37%Q4 2015Q3 20218
Rollins Financial 530.12%0.40%0.77%Q4 2020Q4 20228
South Shore Capital Advisors 880.55%0.93%1.15%Q4 2020Q3 20228
Kazazian Asset Management, LLC 710.28%0.63%1.00%Q3 2015Q3 20198
Renaissance Technologies 310.00%0.00%0.01%Q1 2019Q1 20238
3D/L Capital Management, LLC 880.06%0.07%0.08%Q1 2021Q4 20228
Thrive Capital Management, LLC 880.93%1.12%1.30%Q4 2021Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.02%0.03%0.06%Q4 2020Q3 20228
CAHILL FINANCIAL ADVISORS INC 510.06%0.09%0.16%Q3 2017Q3 20238
West Financial Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Hikari Power Ltd 880.27%0.33%0.41%Q1 2018Q4 20198
InterOcean Capital Group, LLC 880.04%0.11%0.14%Q4 2021Q3 20238
FAGAN ASSOCIATES, INC. 880.54%0.83%1.21%Q4 2021Q3 20238
Ironsides Asset Advisors, LLC 880.08%0.15%0.23%Q3 2014Q2 20168
Raab & Moskowitz Asset Management LLC 610.00%0.12%0.17%Q4 2014Q4 20198
MINOT CAPITAL, LP 880.12%0.22%0.38%Q4 2021Q3 20238
Audent Global Asset Management, LLC 880.17%1.05%3.41%Q4 2021Q3 20238
Baron Financial Group, LLC 880.01%0.02%0.02%Q3 2020Q2 20228
Retirement Planning Co of New England, Inc. 880.14%0.20%0.22%Q4 2021Q3 20238
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2019Q3 20218
Ayalon Insurance Comp Ltd. 880.16%0.19%0.22%Q1 2015Q4 20168
Capital Market Strategies LLC 530.28%0.33%0.38%Q4 2021Q4 20238
Eudaimonia Partners, LLC 880.04%0.04%0.05%Q4 2019Q3 20218
RPG Investment Advisory, LLC 880.10%0.19%0.26%Q4 2015Q3 20178
NWK Group, Inc. 880.02%0.02%0.02%Q4 2019Q3 20218
Ausdal Financial Partners, Inc. 310.06%0.14%0.59%Q4 2015Q3 20238
UMB Bank, n.a. 880.00%0.01%0.01%Q4 2021Q3 20238
CHOREO, LLC 410.01%0.08%0.50%Q1 2016Q3 20238
American Financial Network Advisory Services LLC 880.36%0.43%0.51%Q3 2017Q2 20198
Lionsbridge Wealth Management LLC 710.01%1.14%1.74%Q4 2019Q4 20218
XML Financial, LLC 880.03%0.04%0.07%Q4 2021Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.01%0.02%0.03%Q1 2019Q4 20208
Good Life Advisors, LLC 880.02%0.03%0.04%Q3 2021Q2 20238
Aurora Investment Managers, LLC. 440.17%2.05%4.22%Q2 2020Q4 20228
CBIZ Investment Advisory Services, LLC 880.01%0.01%0.01%Q4 2019Q3 20218
MONOGRAPH WEALTH ADVISORS, LLC 880.10%0.14%0.16%Q4 2021Q3 20238
GARRISON BRADFORD & ASSOCIATES INC 880.27%0.58%1.15%Q2 2013Q1 20158
Close Asset Management Ltd 620.00%0.00%0.00%Q3 2017Q3 20238
GYL FINANCIAL SYNERGIES, LLC 530.06%0.42%1.13%Q4 2020Q3 20238
Tibra Equities Europe Ltd 310.22%3.08%9.81%Q4 2017Q4 20208
Lindbrook Capital, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.02%Q4 2020Q4 20227
COMERICA SECURITIES INC 610.03%0.06%0.14%Q2 2015Q4 20177
FWL INVESTMENT MANAGEMENT, LLC 520.00%1.82%3.25%Q4 2020Q3 20237
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.00%0.00%0.01%Q4 2021Q3 20237
WEATHERLY ASSET MANAGEMENT L. P. 520.04%0.05%0.06%Q3 2017Q2 20197
CONSULTIVA WEALTH MANAGEMENT, CORP. 770.08%0.14%0.20%Q4 2021Q2 20237
HORIZON BANCORP INC /IN/ 410.03%0.14%0.24%Q4 2019Q3 20237
LYELL WEALTH MANAGEMENT, LP 410.04%0.27%0.49%Q3 2021Q3 20237
BUCKINGHAM STRATEGIC WEALTH, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
WOODMONT INVESTMENT COUNSEL LLC 410.01%0.06%0.21%Q2 2013Q3 20167
MADISON INVESTMENT HOLDINGS INC 610.01%0.02%0.04%Q4 2017Q3 20197
Triumph Capital Management 770.23%0.65%1.44%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.06%0.06%0.07%Q1 2022Q3 20237
Buckley Wealth Management, LLC 770.13%0.14%0.14%Q4 2017Q2 20197
JGP Global Gestao de Recursos Ltda. 430.11%2.04%8.89%Q2 2020Q1 20227
Wealth Alliance Advisory Group, LLC 610.09%0.12%0.19%Q1 2019Q4 20217
Summit X, LLC 610.01%1.03%2.04%Q2 2017Q3 20207
Camarda Financial Advisors, LLC 410.01%1.08%4.86%Q3 2014Q4 20227
Duquesne Family Office 410.98%2.32%5.99%Q3 2016Q1 20197
LS Investment Advisors, LLC 770.00%0.00%0.00%Q2 2013Q4 20147
Venture Visionary Partners LLC 770.01%0.02%0.03%Q4 2020Q2 20227
Garde Capital, Inc. 770.02%0.04%0.06%Q4 2020Q2 20227
Beaird Harris Wealth Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
NEIRG Wealth Management, LLC 770.08%0.10%0.13%Q4 2021Q2 20237
Kingfisher Capital LLC 520.06%0.21%0.73%Q3 2016Q3 20237
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 310.01%0.35%1.22%Q3 2016Q2 20237
Coastwise Capital Group, LLC 770.55%0.67%0.84%Q1 2022Q3 20237
Covestor Ltd 770.00%0.00%0.01%Q4 2021Q2 20237
Chemistry Wealth Management LLC 770.12%0.13%0.15%Q1 2022Q3 20237
CI INVESTMENTS INC. 430.00%0.14%0.26%Q1 2021Q4 20227
Atria Wealth Solutions, Inc. 770.07%0.11%0.13%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.12%0.13%0.16%Q4 2021Q3 20237
PointState Capital LP 310.01%0.09%0.28%Q4 2014Q4 20207
MERITAGE PORTFOLIO MANAGEMENT 610.38%0.96%1.10%Q4 2016Q3 20227
Trexquant Investment LP 210.01%0.05%0.17%Q1 2020Q3 20237
ROTHSCHILD INVESTMENT LLC /IL 770.02%0.02%0.03%Q2 2020Q4 20217
PURA VIDA INVESTMENTS, LLC 310.98%1.85%2.90%Q4 2015Q1 20217
Strengthening Families & Communities, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Edge Advisors, LLC 770.01%0.01%0.02%Q4 2016Q2 20187
PRINCETON CAPITAL MANAGEMENT LLC 610.01%0.03%0.09%Q1 2018Q2 20217
Kore Private Wealth LLC 320.01%0.03%0.06%Q4 2018Q3 20227
Qube Research & Technologies Ltd 310.00%0.17%0.80%Q2 2020Q3 20237
Gryphon Financial Partners LLC 310.02%0.05%0.09%Q4 2017Q2 20227
Cypress Capital Management LLC (WY) 770.00%0.04%0.05%Q1 2018Q3 20197
COUNTRY TRUST BANK 770.00%0.00%0.00%Q3 2020Q1 20227
Mayflower Financial Advisors, LLC 610.03%0.03%0.04%Q4 2020Q4 20227
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 770.07%0.13%0.24%Q2 2021Q4 20227
PRIO WEALTH LIMITED PARTNERSHIP 770.01%0.02%0.02%Q4 2014Q2 20167
NEW ENGLAND SECURITIES CORP /MA/ 770.16%0.56%1.12%Q2 2013Q4 20147
RUDMAN ERROL M 610.49%1.52%2.34%Q2 2016Q3 20187
KMG FIDUCIARY PARTNERS, LLC 770.06%0.15%0.26%Q4 2018Q2 20207
Asio Capital, LLC 770.90%0.98%1.05%Q2 2020Q4 20217
FormulaFolio Investments, LLC 430.00%0.01%0.02%Q1 2019Q2 20217
CLEAR INVESTMENT RESEARCH, LLC 770.04%0.04%0.05%Q3 2020Q1 20227
Greytown Advisors Inc. 770.80%1.57%2.32%Q1 2022Q3 20237
Geneva Advisors, LLC 430.00%0.01%0.01%Q4 2014Q2 20177
Merit Financial Group, LLC 770.02%0.14%0.24%Q1 2022Q3 20237
BOULDER HILL CAPITAL MANAGEMENT LP 432.76%7.02%13.63%Q4 2021Q3 20237
FIRST NATIONAL TRUST CO 770.02%0.03%0.04%Q1 2017Q3 20187
Bradley & Co. Private Wealth Management, LLC 770.03%0.06%0.10%Q1 2022Q3 20237
PACIFIC FINANCIAL GROUP INC 770.01%1.07%2.82%Q2 2014Q4 20157
Greystone Financial Group, LLC 770.31%0.53%0.68%Q4 2020Q2 20227
Braver Wealth Management, LLC 510.11%2.00%3.77%Q3 2013Q3 20157
PRUDENTIAL PLC 320.00%0.04%0.17%Q2 2020Q3 20237
Chicago Partners Investment Group LLC 410.01%0.02%0.03%Q3 2018Q3 20237
CAPITAL MANAGEMENT ASSOCIATES /NY/ 771.43%1.59%1.85%Q2 2020Q4 20217
Sage Capital Advisors,llc 770.60%0.67%0.71%Q3 2017Q1 20197
Placemark Investments, Inc. 770.01%0.02%0.02%Q2 2013Q4 20147
Semper Trust Co. 430.26%0.32%0.46%Q3 2013Q2 20157
Exchange Capital Management, Inc. 510.00%0.01%0.01%Q2 2013Q3 20177
SFE Investment Counsel 770.10%0.13%0.15%Q1 2022Q3 20237
ATHERTON LANE ADVISERS, LLC 770.04%0.05%0.06%Q2 2014Q4 20157
NEW YORK STATE COMMON RETIREMENT FUND 770.00%0.00%0.00%Q2 2021Q4 20227
MEEDER ASSET MANAGEMENT INC 430.00%0.00%0.00%Q3 2019Q2 20217
Avestar Capital, LLC 770.00%0.12%0.78%Q4 2017Q2 20197
Oak Grove Capital LLC 770.13%0.42%1.44%Q4 2017Q2 20197
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
Hexagon Capital Partners LLC 660.00%0.00%0.00%Q2 2022Q3 20236
NorthRock Partners, LLC 660.04%0.05%0.05%Q4 2020Q1 20226
SG3 Management, LLC 110.05%0.83%4.43%Q4 2016Q2 20226
Teamwork Financial Advisors, LLC 510.04%0.12%0.38%Q2 2020Q3 20236
PACIFIC CAPITAL WEALTH ADVISORS, INC 661.97%2.21%2.38%Q2 2022Q3 20236
Clear Perspectives Financial Planning, LLC 660.02%0.02%0.03%Q4 2020Q1 20226
Diversified, LLC 410.06%1.32%7.38%Q4 2020Q3 20236
Lokken Investment Group LLC 511.50%1.73%1.85%Q1 2012Q4 20216
MCF Advisors LLC 510.00%0.00%0.01%Q4 2011Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Pictet North America Advisors SA 660.02%0.04%0.05%Q4 2018Q1 20206
Venturi Wealth Management, LLC 330.01%0.03%0.08%Q2 2019Q3 20236
BANK PICTET & CIE (ASIA) LTD 660.45%0.63%0.92%Q4 2015Q1 20176
E&G Advisors, LP 660.28%0.33%0.40%Q3 2014Q4 20156
PECAUT & CO. 510.02%0.03%0.07%Q1 2022Q3 20236
Freedman Financial Associates, Inc. 660.03%0.04%0.04%Q4 2020Q1 20226
Well Done, LLC 410.02%0.24%0.78%Q4 2015Q2 20206
1492 Capital Management LLC 420.79%1.00%1.25%Q1 2020Q3 20216
KMS FINANCIAL SERVICES, INC 660.11%0.29%0.52%Q2 2013Q3 20146
Advisory Alpha, LLC 310.00%0.02%0.03%Q1 2019Q4 20216
LVW Advisors, LLC 410.05%0.06%0.07%Q3 2018Q2 20206
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Connectus Wealth, LLC 660.07%0.08%0.09%Q2 2022Q3 20236
COLUMBIA CAPITAL LLC 660.21%0.77%1.64%Q3 2013Q4 20146
Risk Paradigm Group, LLC 660.26%0.39%0.56%Q4 2016Q1 20186
FDx Advisors, Inc. 510.01%0.01%0.02%Q4 2016Q2 20186
Corsicana & Co. 660.16%0.18%0.20%Q2 2021Q3 20226
Crewe Advisors LLC 330.00%0.01%0.02%Q4 2017Q3 20236
NorthCrest Asset Manangement, LLC 330.01%0.02%0.02%Q4 2021Q3 20236
WJ Wealth Management, LLC 310.11%0.14%0.17%Q2 2020Q3 20236
Pine Haven Investment Counsel, Inc 420.21%0.22%0.24%Q4 2021Q3 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.01%0.01%0.01%Q2 2022Q3 20236
Corient Capital Partners, LLC 420.01%0.04%0.06%Q3 2016Q1 20226
Edmond de Rothschild (Europe) 660.01%0.04%0.06%Q2 2015Q3 20166
TLP GROUP LLC 660.36%11.52%34.88%Q4 2017Q1 20196
HOEY INVESTMENTS, INC 660.01%0.69%1.03%Q2 2022Q3 20236
AXXCESS WEALTH MANAGEMENT, LLC 660.02%0.17%0.25%Q2 2022Q3 20236
WASHINGTON CAPITAL MANAGEMENT, INC 662.63%2.74%2.87%Q4 2017Q1 20196
Pettinga Financial Advisors LLC 410.06%0.15%0.24%Q1 2020Q3 20226
High Net Worth Advisory Group LLC 660.08%0.09%0.10%Q4 2021Q1 20236
Sterling Investment Counsel, LLC 420.12%0.14%0.19%Q4 2021Q3 20236
AVALON CAPITAL MANAGEMENT 210.36%1.28%3.29%Q3 2013Q2 20216
55I, LLC 420.01%0.01%0.01%Q1 2021Q3 20226
Worth Asset Management, LLC 660.01%0.17%0.97%Q1 2022Q2 20236
Transamerica Financial Advisors, Inc. 110.00%0.15%0.58%Q1 2015Q2 20206
Resource Management, LLC 410.03%0.04%0.05%Q4 2017Q4 20216
Coston, McIsaac & Partners 660.01%0.01%0.01%Q2 2022Q3 20236
WESPAC Advisors, LLC 410.52%0.86%1.27%Q2 2013Q1 20196
Bronte Capital Management Pty Ltd. 663.49%3.99%4.53%Q2 2022Q3 20236
COWEN INC. 210.02%0.06%0.20%Q3 2014Q4 20186
OXFORD ASSET MANAGEMENT LLP 510.01%0.04%0.10%Q4 2017Q2 20196
CQS Cayman LP 310.02%0.12%0.27%Q3 2014Q3 20166
First Heartland Consultants, Inc. 510.01%0.20%0.25%Q4 2016Q4 20216
Redmile Group, LLC 310.03%0.09%0.25%Q2 2013Q4 20166
OLD NATIONAL BANCORP /IN/ 660.02%0.83%1.32%Q1 2015Q2 20166
PUBLIC SECTOR PENSION INVESTMENT BOARD 310.08%0.30%0.44%Q4 2015Q2 20206
Clear Creek Financial Management, LLC 310.04%0.06%0.09%Q1 2020Q4 20216
Stumpf Capital Management LLC 510.02%0.03%0.06%Q4 2017Q3 20206
Black Swift Group, LLC 310.21%1.75%4.70%Q2 2017Q2 20196
Cypress Capital Group 410.05%0.09%0.12%Q2 2015Q4 20186
MCDONALD PARTNERS LLC 420.09%0.10%0.12%Q4 2020Q2 20226
FEDERATED HERMES, INC. 660.04%0.08%0.10%Q2 2016Q3 20176
Weil Company, Inc. 660.38%0.46%0.50%Q4 2018Q1 20206
GLG Partners LP 310.01%0.20%0.67%Q3 2014Q3 20166
QUANTUM CAPITAL MANAGEMENT 510.00%0.01%0.03%Q4 2013Q3 20206
Destination Wealth Management 210.00%0.01%0.03%Q2 2015Q2 20236
UBS ASSET MANAGEMENT AMERICAS INC 510.00%0.00%0.00%Q4 2017Q3 20196
Berman Capital Advisors, LLC 310.00%0.02%0.08%Q4 2017Q2 20216
QCM Cayman, Ltd. 210.08%0.29%0.64%Q1 2014Q3 20206
Aevitas Wealth Management, Inc. 660.01%0.02%0.04%Q4 2017Q1 20196
SPINNAKER TRUST 660.15%0.55%0.76%Q2 2015Q3 20166
Stifel Trust Company, N.A. 660.01%0.01%0.01%Q2 2013Q3 20146
Van Leeuwen & Company, LLC 310.13%0.16%0.26%Q4 2018Q1 20236
Itau Unibanco Holding S.A. 410.00%0.88%2.13%Q1 2017Q3 20236
HALL CAPITAL MANAGEMENT CO INC 420.13%0.20%0.24%Q3 2020Q1 20226
Legacy Financial Advisors, Inc. 660.02%0.03%0.03%Q4 2017Q1 20196
SPOT TRADING L.L.C. 220.02%0.33%0.82%Q2 2017Q3 20176
StoneX Group Inc. 410.04%0.08%0.18%Q3 2018Q4 20216
VALUE PARTNERS LTD /ADV 420.40%2.12%3.65%Q1 2014Q2 20166
GREAT LAKES ADVISORS, LLC 660.02%0.02%0.02%Q1 2016Q2 20176
Hamilton Wealth, LLC 310.17%1.52%2.34%Q4 2018Q3 20216
TOWNSQUARE CAPITAL LLC 660.03%0.04%0.06%Q1 2019Q2 20206
Selective Wealth Management, Inc. 660.05%0.08%0.16%Q2 2021Q3 20226
Johns Hopkins University 660.46%1.24%3.65%Q2 2022Q3 20236
Charter Oak Capital Management, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
AlphaStar Capital Management, LLC 660.06%0.11%0.15%Q3 2020Q4 20216
Maven Securities LTD 210.04%0.15%0.38%Q1 2020Q2 20226
Phoenix Holdings Ltd. 550.01%0.11%0.49%Q4 2020Q4 20215
Stanford Investment Group, Inc. 550.03%0.04%0.05%Q1 2015Q1 20165
ARS Investment Partners, LLC 410.03%0.06%0.10%Q2 2018Q1 20205
FIRST HAWAIIAN BANK 320.01%0.02%0.05%Q3 2018Q4 20225
Seelaus Asset Management LLC 550.15%0.20%0.22%Q4 2020Q4 20215
HONEYWELL INTERNATIONAL INC 210.40%0.46%0.56%Q2 2014Q4 20165
Leelyn Smith, LLC 410.00%0.00%0.01%Q2 2020Q4 20215
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 552.14%3.24%6.06%Q4 2021Q4 20225
Rathbones Group PLC 550.02%0.02%0.02%Q1 2014Q1 20155
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Stratford Consulting, LLC 210.04%0.08%0.11%Q1 2015Q1 20205
Dakota Wealth Management 410.07%0.18%0.35%Q2 2018Q3 20235
VOLORIDGE INVESTMENT MANAGEMENT, LLC 210.03%0.46%1.52%Q2 2017Q4 20215
Octavia Wealth Advisors, LLC 550.06%1.07%2.14%Q4 2020Q4 20215
Banco de Sabadell, S.A 310.01%0.01%0.01%Q4 2018Q1 20215
Intercontinental Wealth Advisors, LLC 550.03%0.04%0.06%Q4 2018Q4 20195
RFG Advisory, LLC 410.01%0.21%0.98%Q1 2015Q3 20225
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
Howard Capital Management Inc. 550.03%0.10%0.38%Q4 2017Q4 20185
Private Portfolio Partners LLC 550.09%0.14%0.19%Q4 2018Q4 20195
FIRST NATIONAL CORP /MA/ /ADV 320.04%0.20%0.47%Q4 2018Q3 20235
ACCURATE INVESTMENT SOLUTIONS, INC. 550.00%0.00%0.01%Q1 2019Q1 20205
J Arnold Wealth Management Co 310.02%0.03%0.05%Q2 2020Q4 20225
SSI INVESTMENT MANAGEMENT LLC 320.17%0.19%0.21%Q2 2016Q4 20225
Crescent Capital Consulting, LLC 550.76%0.87%1.04%Q4 2020Q4 20215
Regent Investment Management LLC 410.20%0.28%0.35%Q1 2014Q2 20155
Graham Capital Management, L.P. 210.04%0.27%0.49%Q1 2018Q2 20215
Derbend Asset Management 410.27%0.32%0.49%Q2 2021Q3 20235
PROFESSIONAL PLANNING 410.11%0.15%0.17%Q2 2020Q3 20215
Pflug Koory, LLC 550.05%0.05%0.05%Q2 2022Q2 20235
Eagle Bay Advisors LLC 320.01%0.04%0.07%Q2 2021Q4 20225
Bayesian Capital Management, LP 210.07%0.13%0.20%Q4 2019Q3 20225
Stearns Financial Services Group 550.02%0.03%0.04%Q3 2019Q3 20205
F3Logic, LLC 550.02%0.08%0.10%Q3 2020Q3 20215
Piscataqua Savings Bank 550.01%0.01%0.01%Q1 2022Q1 20235
Tatro Capital, LLC 550.45%0.95%1.41%Q2 2020Q2 20215
Fulcrum Equity Management 210.01%0.57%2.14%Q3 2019Q3 20215
Hoover Financial Advisors, Inc. 550.01%0.02%0.02%Q2 2020Q2 20215
DCF Advisers, LLC 210.21%0.78%2.29%Q3 2020Q2 20225
Jackson Hole Capital Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Hackensack Meridian Health, Inc. 552.98%3.64%4.26%Q1 2022Q1 20235
FIRST MIDWEST BANK TRUST DIVISION 410.03%0.04%0.04%Q1 2014Q4 20215
ARGENTIERE CAPITAL AG 210.14%0.54%1.06%Q3 2016Q2 20175
Cornell Pochily Investment Advisors, Inc. 550.08%0.09%0.10%Q4 2020Q4 20215
SAX WEALTH ADVISORS, LLC 550.05%0.08%0.10%Q4 2020Q4 20215
Sowa Financial Group, Inc. 550.01%0.02%0.04%Q4 2019Q4 20205
Surevest, LLC 550.12%0.48%1.02%Q4 2018Q4 20195
Sawyer & Company, Inc 550.01%0.01%0.02%Q4 2017Q4 20185
Roble, Belko & Company, Inc 550.01%0.01%0.01%Q2 2019Q2 20205
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.00%Q3 2020Q3 20235
Filbrandt Wealth Management, LLC 410.01%0.01%0.02%Q2 2020Q3 20215
Nelson Capital Management, LLC 310.00%0.01%0.01%Q2 2014Q3 20195
Cavalier Investments, LLC 320.43%1.14%2.33%Q1 2019Q2 20205
Friedenthal Financial 310.16%4.83%6.58%Q4 2013Q3 20205
Lake Point Wealth Management 410.00%0.00%0.01%Q4 2018Q1 20225
Bay Harbor Wealth Management, LLC 210.00%0.01%0.01%Q4 2018Q4 20205
MIZUHO SECURITIES USA LLC 550.09%0.33%0.45%Q2 2020Q2 20215
Nuveen Asset Management, LLC 310.02%0.05%0.07%Q3 2016Q2 20185
Zullo Investment Group, Inc. 550.04%0.05%0.06%Q4 2021Q4 20225
WEXFORD CAPITAL LP 310.22%1.37%3.06%Q4 2014Q3 20185
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 550.15%0.24%0.40%Q1 2020Q1 20215
Allred Capital Management, LLC 410.03%0.12%0.14%Q4 2019Q1 20215
Global Assets Advisory, LLC 550.92%1.11%1.30%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.04%0.05%0.05%Q3 2022Q3 20235
Colonial Trust Co / SC 550.35%0.41%0.45%Q3 2022Q3 20235
Total Clarity Wealth Management, Inc. 210.00%0.00%0.01%Q4 2019Q2 20225
Peregrine Asset Advisers, Inc. 110.16%1.26%3.99%Q2 2015Q3 20235
Argentus Capital Management, LLC 550.01%0.08%0.20%Q3 2015Q3 20165
Fusion Investment Group, LLC 320.00%0.22%0.42%Q4 2013Q3 20155
Gupta Wealth Management LLC 550.05%0.06%0.08%Q1 2015Q1 20165
TCWP LLC 320.04%0.21%0.54%Q4 2021Q3 20235
Western Pacific Wealth Management, LP 410.00%0.01%0.03%Q4 2021Q3 20235
GOFEN & GLOSSBERG LLC /IL/ 410.00%0.00%0.01%Q2 2013Q4 20225
IMC-Chicago, LLC 210.00%0.00%0.01%Q1 2020Q3 20215
JMAC ENTERPRISES LLC 550.05%0.06%0.06%Q1 2022Q1 20235
WILMINGTON TRUST CO 550.01%0.01%0.02%Q2 2013Q2 20145
BB&T INVESTMENT SERVICES, INC. 550.02%0.03%0.07%Q4 2016Q4 20175
Beck Bode, LLC 550.41%0.44%0.47%Q3 2022Q3 20235
HL FINANCIAL SERVICES LLC 310.01%0.03%0.11%Q4 2013Q3 20165
WNY Asset Management, LLC 550.07%0.09%0.13%Q1 2021Q1 20225
Visionary Asset Management, Inc. 410.01%0.31%0.73%Q4 2014Q1 20165
S. R. Schill & Associates 550.13%0.93%1.68%Q3 2016Q3 20175
HBW ADVISORY SERVICES LLC 310.05%0.21%0.76%Q4 2019Q2 20235
MidWestOne Financial Group, Inc. 550.04%0.05%0.06%Q4 2020Q4 20215
Portfolio Solutions, LLC 550.00%0.00%0.00%Q1 2017Q1 20185
PVG Asset Management 410.26%0.29%0.35%Q3 2015Q4 20165
Orbimed Advisors 210.14%0.31%0.45%Q1 2014Q3 20195
Segantii Capital Management Ltd 210.02%1.77%8.48%Q3 2018Q1 20225
Kercheville Advisors, LLC 550.18%0.24%0.29%Q4 2020Q4 20215
COZAD ASSET MANAGEMENT INC 550.20%0.23%0.26%Q2 2018Q2 20195
HERITAGE WEALTH MANAGEMENT, LLC 410.00%0.06%0.12%Q3 2021Q4 20225
ANCORA FAMILY WEALTH ADVISORS, LLC 550.09%0.10%0.12%Q3 2015Q3 20165
Arlington Capital Management, Inc. 550.25%8.40%15.05%Q4 2014Q4 20155
Ulrich Consultants & Investment Group, LLC 550.15%0.42%0.62%Q2 2022Q2 20235
Stockman Wealth Management, Inc. 550.11%0.20%0.22%Q3 2016Q3 20175
Litman Gregory Wealth Management LLC 550.01%0.01%0.01%Q1 2020Q1 20215
Kavar Capital Partners, LLC 320.01%0.06%0.08%Q4 2013Q4 20155
TWIN FOCUS CAPITAL PARTNERS, LLC 410.04%0.09%0.14%Q3 2014Q3 20235
20/20 Capital Management, Inc. 440.18%0.37%0.44%Q3 2020Q2 20214
Bell Bank 441.36%1.51%1.62%Q1 2021Q4 20214
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 441.49%1.61%1.78%Q4 2022Q3 20234
PARSONS CAPITAL MANAGEMENT INC/RI 210.01%0.03%0.04%Q1 2015Q2 20204
Pekin Hardy Strauss, Inc. 440.08%0.11%0.12%Q4 2020Q3 20214
CLIFFORD SWAN INVESTMENT COUNSEL LLC 440.01%0.02%0.02%Q1 2015Q4 20154
ELLIOTT MANAGEMENT CORP 310.24%0.46%0.92%Q2 2017Q4 20194
NOMURA ASSET MANAGEMENT CO LTD 110.01%0.01%0.02%Q1 2016Q4 20214
OAKWOOD CAPITAL MANAGEMENT LLC/CA 440.06%0.06%0.07%Q4 2016Q3 20174
WINDWARD CAPITAL MANAGEMENT CO /CA 310.04%0.05%0.06%Q2 2015Q3 20164
COLDSTREAM CAPITAL MANAGEMENT INC 210.02%0.03%0.03%Q3 2017Q1 20234
BAR HARBOR TRUST SERVICES 310.09%0.16%0.19%Q4 2019Q4 20204
UBS OCONNOR LLC 110.00%0.04%0.09%Q1 2016Q1 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
GREENWOOD CAPITAL ASSOCIATES LLC 210.06%0.41%0.92%Q2 2017Q2 20224
LEUTHOLD GROUP, LLC 440.05%0.06%0.08%Q2 2020Q1 20214
SONATA CAPITAL GROUP INC 210.09%0.15%0.23%Q2 2015Q4 20214
Avalon Investment & Advisory 310.01%0.03%0.07%Q2 2017Q4 20204
OXFORD FINANCIAL GROUP, LTD. LLC 440.01%0.02%0.02%Q3 2021Q2 20224
Hilltop Holdings Inc. 310.03%0.15%0.28%Q2 2020Q3 20214
CHELSEA COUNSEL CO 440.35%0.37%0.40%Q4 2022Q3 20234
Stadion Money Management, LLC 110.10%0.65%1.12%Q3 2013Q2 20204
Jane Street Holding, LLC 330.01%0.14%0.39%Q2 2013Q4 20134
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 440.01%0.02%0.03%Q4 2021Q3 20224
Zurcher Kantonalbank (Zurich Cantonalbank) 210.00%0.04%0.06%Q4 2011Q4 20204
Quantitative Advantage, LLC 442.76%2.99%3.19%Q1 2015Q4 20154
Ballentine Partners, LLC 310.00%0.00%0.01%Q4 2016Q4 20174
Visium Asset Management, LP 210.00%0.01%0.01%Q2 2014Q4 20154
Lee Financial Co 210.00%0.02%0.05%Q2 2017Q3 20234
Manifold Partners, LLC 310.25%4.46%6.98%Q4 2013Q3 20174
Serengeti Asset Management LP 446.35%8.29%9.83%Q4 2014Q3 20154
Portfolio Strategies Inc 310.49%2.17%3.09%Q2 2014Q3 20174
Schonfeld Group Holdings LLC 310.33%1.91%3.46%Q1 2014Q4 20154
Polar Capital LLP 440.03%0.15%0.24%Q3 2013Q2 20144
MOORE CAPITAL MANAGEMENT, LP 210.07%0.25%0.38%Q2 2013Q4 20154
GTS SECURITIES LLC 220.00%0.06%0.22%Q2 2023Q3 20234
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2016Q4 20214
RiverFront Investment Group, LLC 220.35%0.88%1.13%Q4 2008Q4 20164
DRW Securities, LLC 440.01%0.06%0.15%Q4 2022Q3 20234
Savant Capital, LLC 310.01%0.02%0.04%Q3 2018Q3 20234
ArrowMark Colorado Holdings LLC 210.01%0.19%0.60%Q3 2013Q2 20144
Meristem Family Wealth, LLC 440.03%0.06%0.11%Q2 2021Q1 20224
Brevan Howard Capital Management LP 220.14%16.85%65.06%Q3 2016Q1 20234
WEALTHFRONT Corp 310.00%0.00%0.00%Q2 2014Q3 20154
Longer Investments Inc. 211.60%2.39%2.90%Q2 2015Q3 20184
Lombard Odier Asset Management (Switzerland) SA 440.54%1.26%1.86%Q1 2017Q4 20174
Jackson Wealth Management, LLC 440.08%0.10%0.12%Q4 2014Q3 20154
Ascent Wealth Partners, LLC 310.07%0.13%0.27%Q1 2014Q3 20184
SNS Financial Group, LLC 110.07%0.39%0.80%Q2 2014Q3 20174
Pomelo Capital LLC 440.00%0.03%0.06%Q1 2015Q4 20154
Mariner Wealth Advisors-Cincinnati, LLC 210.01%0.05%0.16%Q1 2015Q3 20184
Glacier Peak Capital LLC 210.13%0.79%1.76%Q1 2018Q3 20194
BW Gestao de Investimentos Ltda. 210.33%1.52%3.83%Q2 2017Q2 20194
Alpha Family Trust 443.06%3.48%4.10%Q4 2022Q3 20234
JNBA Financial Advisors 110.00%0.01%0.03%Q4 2013Q3 20184
Strategic Advisors LLC 440.08%0.10%0.11%Q1 2022Q4 20224
Tuttle Capital Management, LLC 210.29%0.93%2.07%Q2 2015Q1 20174
Wildcat Capital Management, LLC 210.21%2.87%9.58%Q1 2015Q4 20164
Osborn Williams & Donohoe LLC 440.29%0.31%0.35%Q1 2019Q4 20194
Fort Point Capital Partners LLC 440.23%0.24%0.26%Q4 2016Q3 20174
Lehman Financial Resources, Inc. 440.64%0.66%0.68%Q4 2017Q3 20184
MYDA Advisors LLC 210.27%0.89%1.86%Q1 2020Q3 20234
INVESTORS TRUST INC 440.69%0.77%0.95%Q4 2013Q3 20144
Graticule Asia Macro Advisors LLC 211.09%1.39%1.77%Q1 2015Q4 20224
Bramshill Investments, LLC 440.12%0.30%0.42%Q2 2017Q1 20184
Strategic Capital Alternatives LLC 310.01%0.02%0.03%Q3 2014Q3 20154
Ironwood Financial, llc 310.00%0.00%0.01%Q4 2014Q3 20214
PYRRHO CAPITAL MANAGEMENT, LP 315.83%8.63%15.73%Q2 2015Q3 20164
KWMG, LLC 440.01%0.01%0.01%Q2 2018Q1 20194
1 NORTH WEALTH SERVICES LLC 221.05%1.19%1.26%Q4 2018Q4 20194
Sharkey, Howes & Javer 440.00%0.00%0.00%Q3 2018Q2 20194
Opera Trading Capital 440.02%0.11%0.21%Q4 2015Q3 20164
CAPITAL INSIGHT PARTNERS, LLC 440.18%0.27%0.33%Q4 2022Q3 20234
WIMMER ASSOCIATES 1, LLC 440.36%0.43%0.62%Q4 2015Q3 20164
Silicon Valley Capital Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Independence Advisors, LLC 440.02%0.02%0.03%Q4 2019Q3 20204
Capital One Investing, Inc. 440.16%0.21%0.24%Q4 2018Q3 20194
First Command Bank 440.01%0.01%0.01%Q4 2016Q3 20174
First Command Financial Services, Inc. 440.00%0.01%0.01%Q4 2016Q3 20174
Stone House Investment Management, LLC 310.00%0.00%0.01%Q1 2019Q3 20234
Gainplan LLC 440.09%0.16%0.22%Q1 2021Q4 20214
RITHOLTZ WEALTH MANAGEMENT 440.01%0.02%0.04%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.00%0.01%0.02%Q4 2021Q1 20234
Caption Management, LLC 110.09%0.36%0.76%Q1 2018Q4 20204
BFSG, LLC 310.11%0.70%1.04%Q1 2017Q4 20214
EverSource Wealth Advisors, LLC 440.05%0.07%0.09%Q4 2022Q3 20234
Geneva Partners, LLC 441.16%1.63%2.34%Q2 2020Q1 20214
Csenge Advisory Group 110.01%0.08%0.20%Q3 2017Q4 20224
KILEY JUERGENS WEALTH MANAGEMENT, LLC 440.50%0.53%0.58%Q4 2017Q3 20184
All Terrain Financial Advisors, LLC 310.04%0.06%0.06%Q4 2017Q4 20184
MGO ONE SEVEN LLC 210.00%0.01%0.05%Q4 2017Q1 20234
Q3 Asset Management 210.97%1.47%2.69%Q4 2019Q4 20224
Rice Partnership, LLC 210.00%0.01%0.01%Q3 2019Q1 20224
Vestmark Advisory Solutions, Inc. 440.01%0.01%0.02%Q3 2022Q2 20234
Hall Private Wealth Advisors 440.12%0.18%0.24%Q2 2021Q1 20224
Truvestments Capital LLC 310.00%0.03%0.10%Q3 2018Q3 20194
Vectors Research Management, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
Susquehanna International Group Ltd. 210.10%0.24%0.37%Q2 2021Q3 20234
Grandview Asset Management LLC 220.09%0.15%0.21%Q1 2021Q1 20224
Cedar Brook Financial Partners, LLC 440.08%0.09%0.11%Q4 2022Q3 20234
Aspire Private Capital, LLC 310.00%0.01%0.02%Q4 2018Q4 20214
Core Wealth Advisors, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
Atlas Private Wealth Management, LLC 310.00%0.01%0.01%Q4 2019Q1 20214
Wealth Quarterback LLC 220.02%0.02%0.02%Q4 2019Q3 20214
N.E.W. Advisory Services LLC 310.05%0.12%0.16%Q4 2019Q4 20204
Paul John Balson 440.12%0.15%0.21%Q1 2020Q4 20204
Intrua Financial, LLC 440.06%0.08%0.10%Q3 2020Q2 20214
WFA of San Diego, LLC 210.00%0.00%0.00%Q2 2022Q3 20234
Birchcreek Wealth Management, LLC 440.28%0.40%0.55%Q4 2020Q3 20214
Kesler, Norman & Wride, LLC 440.05%0.20%0.37%Q4 2020Q3 20214
Kaizen Financial Strategies 220.23%0.34%0.50%Q4 2020Q4 20214
Phoenix Wealth Advisors 440.01%0.01%0.01%Q4 2020Q3 20214
Sterling Financial Planning, Inc. 440.07%0.09%0.12%Q4 2020Q3 20214
FINANCIAL MANAGEMENT NETWORK INC 440.11%0.11%0.13%Q4 2020Q3 20214
Cadence Wealth Management LLC 440.42%0.49%0.60%Q1 2021Q4 20214
PGIM Custom Harvest LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Navis Wealth Advisors, LLC 440.51%0.68%0.81%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.02%0.02%0.02%Q4 2022Q3 20234
CoreCap Advisors, LLC 310.02%0.02%0.02%Q4 2021Q4 20224
VANCE WEALTH, INC. 310.12%0.18%0.29%Q4 2021Q1 20234
Resurgent Financial Advisors LLC 440.05%0.06%0.07%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Corient Private Wealth LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.12%0.13%0.14%Q4 2022Q3 20234
Hilltop Partners LLC 440.09%0.11%0.13%Q4 2022Q3 20234
Sharper & Granite LLC 440.40%0.42%0.47%Q4 2022Q3 20234
JDM Financial Group LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Family Asset Management, LLC 440.00%0.01%0.03%Q4 2022Q3 20234
TCP Asset Management, LLC 441.21%1.28%1.39%Q4 2022Q3 20234
SP Asset Management LLC 440.70%0.83%1.08%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Register Financial Advisors LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.01%0.01%0.01%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
DOVER ADVISORS, LLC 440.28%0.32%0.36%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Core Wealth Partners LLC 440.46%0.50%0.55%Q4 2022Q3 20234
Michelson Medical Research Foundation, Inc. 443.58%3.90%4.40%Q4 2022Q3 20234
Financial Freedom, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Beverly Hills Private Wealth, LLC 440.06%0.09%0.12%Q4 2022Q3 20234
Kapstone Financial Advisors LLC 440.22%0.25%0.27%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.09%0.09%0.11%Q4 2022Q3 20234
Aspen Wealth Strategies, LLC 440.20%0.21%0.21%Q4 2022Q3 20234
Quintet Private Bank (Europe) S.A. 310.10%0.12%0.13%Q2 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.03%0.06%Q4 2022Q3 20234
Knollwood Investment Advisory, LLC 440.30%0.53%0.69%Q4 2022Q3 20234
KING LUTHER CAPITAL MANAGEMENT CORP 440.01%0.01%0.01%Q2 2015Q1 20164
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
BANK OF THE WEST 210.03%0.03%0.03%Q2 2014Q4 20174
CALDWELL SUTTER CAPITAL, INC. 440.13%0.15%0.16%Q4 2022Q3 20234
First Bancorp, Inc /ME/ 310.20%0.21%0.23%Q1 2021Q1 20224
HOWE & RUSLING INC 220.00%0.00%0.00%Q3 2016Q1 20214
GAMCO INVESTORS, INC. ET AL 310.00%0.01%0.02%Q3 2020Q4 20224
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.00%0.00%Q3 2018Q2 20194
PANAGORA ASSET MANAGEMENT INC 440.02%0.02%0.03%Q3 2014Q2 20154
TIAA CREF INVESTMENT MANAGEMENT LLC 310.01%0.02%0.02%Q4 2016Q4 20174
HIGHBRIDGE CAPITAL MANAGEMENT LLC 310.21%0.51%0.75%Q3 2017Q3 20184
TUDOR INVESTMENT CORP ET AL 110.00%0.36%0.74%Q4 2016Q4 20214
GABELLI & Co INVESTMENT ADVISERS, INC. 110.03%0.04%0.06%Q1 2014Q4 20174
Berkshire Bank 330.05%0.06%0.08%Q3 2020Q1 20213
CARDIFF PARK ADVISORS, LLC 330.00%0.00%0.01%Q4 2021Q2 20223
NOTTINGHAM ADVISORS, INC. 330.24%0.85%1.23%Q2 2020Q4 20203
Spectrum Management Group, LLC 330.00%0.00%0.01%Q1 2022Q3 20223
CPWM, LLC 330.06%0.08%0.08%Q3 2015Q1 20163
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.01%Q2 2021Q1 20233
HIGHLAND CAPITAL MANAGEMENT LP 211.03%1.22%1.47%Q3 2016Q4 20173
PRIMORIS WEALTH ADVISORS, LLC 330.25%0.72%1.59%Q4 2021Q2 20223
Pinnacle Private Wealth, LLC 330.76%0.84%0.92%Q4 2021Q2 20223
Artemis Wealth Advisors, LLC 330.11%0.12%0.13%Q1 2021Q3 20213
Lighthouse Financial Advisors, Inc. 210.02%0.14%0.22%Q4 2019Q3 20203
J.P. Turner & Co Capital Mnagement, LLC 330.24%0.29%0.36%Q4 2014Q2 20153
ROCKEFELLER FINANCIAL SERVICES INC 210.01%0.01%0.02%Q4 2015Q4 20173
AMP Capital Investors Ltd 110.04%0.08%0.14%Q2 2017Q2 20203
FolioMetrix LLC 331.72%1.78%1.86%Q4 2014Q2 20153
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 213.10%5.31%7.94%Q3 2015Q2 20163
MATRIX PRIVATE CAPITAL GROUP LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Golden Green, Inc. 330.16%0.24%0.38%Q4 2020Q2 20213
MKT Advisors LLC 110.16%0.16%0.16%Q4 2021Q4 20223
Steward Financial Group LLC 330.01%0.02%0.03%Q4 2021Q2 20223
WHITEBOX ADVISORS LLC 330.06%0.36%0.70%Q2 2013Q4 20133
Hilton Capital Management, LLC 330.05%0.05%0.06%Q4 2020Q2 20213
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Connective Capital Management, LLC 333.85%6.49%9.78%Q4 2015Q2 20163
BEESE FULMER INVESTMENT MANAGEMENT, INC. 210.02%0.03%0.03%Q2 2020Q4 20213
Running Point Capital Advisors, LLC 210.02%0.02%0.03%Q1 2021Q2 20223
Syntal Capital Partners, LLC 210.25%5.12%14.84%Q1 2014Q3 20193
Smith & Howard Wealth Management, LLC 330.01%0.01%0.01%Q2 2013Q4 20133
Ballew Advisors, Inc 330.01%0.01%0.01%Q1 2018Q3 20183
Avalon Trust Co 331.44%1.53%1.62%Q1 2023Q3 20233
Glovista Investments LLC 210.08%0.26%0.60%Q1 2017Q1 20213
One Capital Management, LLC 210.01%0.03%0.04%Q3 2014Q1 20223
Outlook Wealth Advisors, LLC 330.16%0.78%1.12%Q4 2018Q2 20193
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
THOMPSON INVESTMENT MANAGEMENT, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
Cedar Mountain Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Haverford Trust Co 330.01%0.01%0.01%Q1 2023Q3 20233
NewSquare Capital LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Householder Group Estate & Retirement Specialist, LLC 110.02%0.03%0.03%Q3 2022Q3 20233
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Accurate Wealth Management, LLC 210.01%2.82%4.36%Q3 2021Q4 20223
Gilman Hill Asset Management, LLC 330.04%0.04%0.05%Q4 2022Q2 20233
Bigelow Investment Advisors, LLC 330.12%0.14%0.16%Q1 2023Q3 20233
FMA ADVISORY INC 330.12%0.14%0.18%Q3 2020Q1 20213
Capula Management Ltd 110.06%0.15%0.24%Q4 2020Q4 20203
Latitude Advisors, LLC 330.08%0.09%0.10%Q3 2021Q1 20223
LBA Wealth Management, LLC 210.00%0.01%0.01%Q4 2013Q1 20173
SANDLER CAPITAL MANAGEMENT 110.68%0.91%1.03%Q3 2014Q1 20203
Acorn Wealth Advisors, LLC 330.04%0.05%0.05%Q4 2017Q2 20183
Advocacy Wealth Management Services, LLC 210.00%0.01%0.02%Q1 2016Q4 20163
Montis Financial, LLC 210.16%0.16%0.18%Q1 2022Q1 20233
SOUTH GEORGIA CAPITAL, LLC 330.07%1.44%3.88%Q1 2015Q3 20153
Lauer Wealth, LLC 331.60%1.71%1.91%Q1 2023Q3 20233
TIEMANN INVESTMENT ADVISORS, LLC 330.11%0.11%0.12%Q4 2021Q2 20223
LMR Partners LLP 110.05%0.16%0.28%Q2 2019Q2 20223
Douglass Winthrop Advisors, LLC 330.02%0.02%0.02%Q1 2015Q3 20153
Geier Asset Management, Inc. 331.40%1.46%1.57%Q4 2020Q2 20213
SIGMA INVESTMENT COUNSELORS INC 330.01%0.02%0.02%Q2 2021Q4 20213
PFG Private Wealth Management, LLC 330.26%0.29%0.31%Q2 2020Q4 20203
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Horan Capital Advisors, LLC. 210.02%0.05%0.09%Q1 2019Q4 20193
Fore Research & Management, LP 110.94%1.53%2.08%Q1 2014Q1 20173
CMT TRADING LLC 330.36%0.57%0.77%Q4 2016Q2 20173
Ford Financial Group, LLC 110.00%0.01%0.01%Q4 2017Q4 20213
Arbor Investment Advisors, LLC 330.12%0.12%0.13%Q4 2014Q2 20153
Continuum Advisory, LLC 330.23%0.28%0.31%Q1 2023Q3 20233
Aquilo Capital Management, LLC 2115.74%26.12%37.87%Q1 2019Q4 20203
Strategic Wealth Partners, Ltd. 330.99%1.14%1.24%Q3 2022Q1 20233
Belmont Global Advisors, Inc. 210.44%0.68%0.98%Q4 2013Q4 20143
Guidant Wealth Advisors 330.02%0.02%0.03%Q1 2019Q3 20193
PVG ASSET MANAGEMENT CORP 210.28%0.50%0.72%Q3 2016Q1 20183
F&C Asset Management plc 330.03%0.04%0.04%Q2 2013Q4 20133
Allen Investment Management, LLC 330.11%0.13%0.17%Q4 2015Q2 20163
Amia Capital LLP 330.56%1.07%1.56%Q4 2019Q2 20203
Amici Capital, LLC 210.68%0.81%0.93%Q4 2013Q1 20163
Independent Portfolio Consultants, Inc. 210.00%0.01%0.02%Q2 2014Q2 20173
CFM WEALTH PARTNERS LLC 330.04%0.05%0.05%Q4 2019Q2 20203
IMS Capital Management 210.12%0.15%0.18%Q3 2021Q3 20233
KNOTT DAVID M 330.06%0.07%0.08%Q3 2020Q1 20213
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 330.03%0.05%0.06%Q4 2016Q2 20173
PALISADE CAPITAL MANAGEMENT, LP 210.01%0.02%0.03%Q4 2015Q4 20163
Phocas Financial Corp. 110.01%0.01%0.02%Q4 2018Q4 20223
Bellwether Investment Group, LLC 210.01%0.02%0.03%Q2 2016Q1 20173
Secrest Blakey & Associates, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
Weiss Asset Management LP 210.14%0.31%0.65%Q1 2016Q2 20223
C M BIDWELL & ASSOCIATES LTD 330.01%0.04%0.08%Q2 2017Q4 20173
James Hambro & Partners 330.02%0.03%0.04%Q3 2020Q1 20213
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 210.00%0.00%0.01%Q2 2014Q4 20173
STOCK YARDS BANK & TRUST CO 330.03%0.03%0.03%Q4 2014Q2 20153
Cornerstone Wealth Management, LLC 210.01%0.08%0.22%Q1 2016Q3 20183
BARINGS LLC 330.01%0.01%0.03%Q3 2016Q1 20173
FIFTH THIRD SECURITIES, INC. 330.05%0.25%0.64%Q3 2021Q1 20223
KHP Capital, LLC 330.07%0.09%0.11%Q1 2018Q3 20183
Financial Gravity Companies, Inc. 210.00%0.01%0.02%Q4 2017Q4 20183
Ikarian Capital, LLC 110.55%2.23%4.88%Q4 2019Q4 20213
Weiss Multi-Strategy Advisers LLC 110.02%0.03%0.05%Q2 2013Q1 20163
Matisse Capital 330.49%0.52%0.54%Q1 2023Q3 20233
G&S Capital LLC 110.00%0.71%2.13%Q3 2019Q1 20223
Cheyne Capital Management (UK) LLP 330.20%1.43%3.10%Q3 2017Q1 20183
Signature Wealth Management Group 330.00%0.01%0.01%Q1 2018Q3 20183
Hudson Bay Capital Management LP 110.03%0.06%0.07%Q4 2015Q2 20183
Miller Investment Management, LP 330.05%0.06%0.07%Q1 2023Q3 20233
HBK INVESTMENTS L P 110.01%0.02%0.05%Q2 2018Q4 20193
GFS Advisors, LLC 210.01%0.03%0.05%Q1 2016Q4 20213
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 330.48%0.53%0.58%Q2 2018Q4 20183
PFM Health Sciences, LP 110.65%1.12%1.88%Q1 2016Q1 20213
IMA Wealth, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
K2 PRINCIPAL FUND, L.P. 110.02%0.04%0.07%Q1 2016Q3 20163
CONSOLIDATED CAPITAL MANAGEMENT, LLC 330.77%0.80%0.82%Q1 2018Q3 20183
1776 Wealth LLC 330.00%0.00%0.00%Q4 2019Q2 20203
BURNEY CO/ 330.02%0.02%0.02%Q4 2014Q2 20153
Allegis Investment Advisors, LLC 110.00%0.54%1.52%Q4 2015Q3 20163
Stewardship Financial Advisors, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
CITY NATIONAL BANK 330.00%0.00%0.01%Q1 2015Q3 20153
Schonfeld Strategic Advisors LLC 110.04%0.67%1.74%Q1 2016Q2 20193
Hutchin Hill Capital, LP 110.01%0.11%0.28%Q3 2014Q4 20163
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 330.44%0.68%0.92%Q3 2014Q1 20153
TIEDEMANN ADVISORS, LLC 210.03%0.04%0.05%Q2 2017Q3 20193
Halpern Financial, Inc. 330.00%0.01%0.01%Q1 2021Q3 20213
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.18%0.24%0.28%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.07%0.08%0.09%Q1 2023Q3 20233
PFG Investments, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
SYMPHONY ASSET MANAGEMENT LLC 210.04%0.10%0.22%Q4 2013Q1 20153
CIC Wealth, LLC 330.07%0.09%0.10%Q4 2022Q2 20233
Red Door Wealth Management, LLC 330.07%0.09%0.09%Q2 2021Q4 20213
Tranquility Partners, LLC 110.11%0.13%0.16%Q4 2021Q2 20233
Quad-Cities Investment Group, LLC 330.01%0.01%0.01%Q2 2018Q4 20183
LGT Financial Advisors LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Artal Group S.A. 110.64%1.42%2.57%Q1 2014Q2 20183
Donoghue Forlines LLC 331.18%2.82%3.66%Q2 2020Q4 20203
Kaydan Wealth Management, Inc. 330.11%0.11%0.12%Q4 2021Q2 20223
Engrave Wealth Partners LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
KEELEY ASSET MANAGEMENT CORP 330.01%0.01%0.01%Q4 2014Q2 20153
GUYASUTA INVESTMENT ADVISORS INC 330.03%0.04%0.04%Q2 2015Q4 20153
Ellevest, Inc. 210.00%0.00%0.01%Q1 2020Q2 20213
BRASADA CAPITAL MANAGEMENT, LP 330.19%0.20%0.21%Q2 2020Q4 20203
McIlrath & Eck, LLC 210.00%0.01%0.03%Q1 2019Q4 20193
DeDora Capital, Inc. 210.01%4.71%14.08%Q4 2019Q1 20223
River Wealth Advisors LLC 330.02%0.03%0.04%Q2 2018Q4 20183
Inspire Advisors, LLC 330.09%0.11%0.13%Q4 2020Q2 20213
Bellevue Asset Management AG 210.12%0.18%0.29%Q1 2015Q4 20153
CHILTON CAPITAL MANAGEMENT LLC 210.00%0.00%0.01%Q3 2013Q2 20223
Kades & Cheifetz LLC 330.26%0.27%0.29%Q4 2022Q2 20233
TradeLink Capital LLC 112.63%6.80%9.82%Q3 2015Q2 20183
FNY Investment Advisers, LLC 110.00%0.00%0.01%Q3 2018Q2 20213
RFP Financial Group LLC 210.04%0.04%0.04%Q4 2022Q3 20233
CORNERCAP INVESTMENT COUNSEL INC 210.04%0.04%0.04%Q1 2015Q4 20153
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
US FINANCIAL ADVISORS, LLC 330.02%0.03%0.04%Q2 2015Q4 20153
Atlas Private Wealth Advisors 210.03%0.05%0.06%Q2 2020Q3 20233
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Homrich & Berg 210.01%0.01%0.01%Q3 2020Q3 20213
TrueWealth Advisors, LLC 330.19%0.20%0.23%Q3 2021Q1 20223
COASTLAND CAPITAL LLC 110.19%0.25%0.29%Q1 2016Q1 20163
PRW Wealth Management LLC 210.18%0.26%0.34%Q4 2018Q2 20213
FORTE ASSET MANAGEMENT LLC 210.13%0.19%0.25%Q2 2022Q1 20233
SPROTT INC. 110.02%0.08%0.16%Q1 2015Q4 20163
ABERDEEN ASSET MANAGEMENT PLC/UK 330.00%0.00%0.00%Q4 2016Q2 20173
Values First Advisors, Inc. 110.03%0.08%0.15%Q4 2019Q4 20223
Gruss & Co., LLC 331.13%1.36%1.77%Q2 2015Q4 20153
Vericrest Private Wealth 332.42%2.51%2.58%Q4 2021Q2 20223
RWC Asset Management LLP 330.01%0.02%0.02%Q2 2016Q4 20163
Y-Intercept (Hong Kong) Ltd 330.12%0.17%0.20%Q1 2021Q3 20213
Spinnaker Investment Group, LLC 330.36%1.68%2.56%Q4 2021Q2 20223
BIEGEL & WALLER LLC 330.14%0.17%0.21%Q4 2016Q2 20173
XR Securities LLC 110.14%0.72%1.89%Q4 2017Q1 20203
MOGY JOEL R INVESTMENT COUNSEL INC 330.01%0.01%0.01%Q1 2023Q3 20233
CenterStar Fund, LLC 110.01%0.09%0.23%Q4 2016Q4 20163
ICICI Prudential Asset Management Co Ltd 210.11%0.14%0.16%Q1 2022Q1 20233
BOYS ARNOLD & CO INC 330.05%0.06%0.07%Q2 2015Q4 20153
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 330.42%0.43%0.44%Q1 2021Q3 20213
Smart Money Group LLC 330.84%1.33%1.65%Q3 2021Q1 20223
Casdin Capital, LLC 110.99%1.32%1.78%Q3 2016Q4 20183
FOSTER & MOTLEY INC 220.04%0.04%0.04%Q1 2017Q2 20172
Claraphi Advisory Network, LLC 110.02%0.02%0.02%Q3 2019Q1 20202
Fulcrum Capital LLC 220.10%0.10%0.10%Q4 2017Q1 20182
Affiance Financial, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Trek Financial, LLC 110.02%0.02%0.03%Q3 2021Q4 20222
Fluent Financial, LLC 220.77%0.81%0.84%Q4 2017Q1 20182
Legacy Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 220.04%0.04%0.04%Q1 2016Q2 20162
Icon Wealth Partners, LLC 220.03%0.04%0.04%Q1 2022Q2 20222
MPS Loria Financial Planners, LLC 110.00%0.02%0.03%Q2 2017Q2 20202
MCIA Inc 220.00%0.00%0.00%Q2 2017Q3 20172
Vestpro Financial Partners, Inc. dba CPF Texas 110.08%0.12%0.17%Q4 2017Q3 20182
PETERSON WEALTH MANAGEMENT 220.37%0.37%0.38%Q2 2023Q3 20232
Doyle Wealth Management 110.00%0.00%0.01%Q4 2018Q2 20192
Abbrea Capital, LLC 220.03%0.03%0.04%Q2 2021Q3 20212
Fiduciary Planning LLC 220.00%0.00%0.00%Q3 2020Q4 20202
True Capital Management 220.75%0.82%0.90%Q4 2022Q1 20232
VERUS CAPITAL PARTNERS, LLC 220.04%0.04%0.04%Q4 2019Q1 20202
Independent Advisor Alliance 110.01%0.03%0.05%Q1 2017Q4 20192
HawsGoodwin Investment Management LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Provident Wealth Management, LLC 221.86%2.01%2.16%Q3 2020Q4 20202
FIRST FOUNDATION ADVISORS 110.01%0.03%0.04%Q1 2015Q2 20172
Legacy Bridge, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Secure Asset Management, LLC 110.10%0.17%0.23%Q1 2021Q3 20232
Almanack Investment Partners, LLC. 110.02%0.12%0.22%Q2 2018Q3 20222
Future Financial Wealth Managment LLC 220.02%0.03%0.03%Q4 2021Q1 20222
Platte River Wealth Advisors, LLC 221.02%2.09%3.16%Q2 2020Q3 20202
Morris Capital Advisors, LLC 110.21%0.26%0.30%Q4 2017Q4 20192
Bristlecone Advisors, LLC 110.01%0.01%0.01%Q3 2017Q1 20232
Stonebridge Financial Planning Group, LLC 220.25%0.26%0.28%Q3 2022Q4 20222
Bach Option Ltd 220.09%0.22%0.34%Q2 2019Q3 20192
Folger Hill Asset Management LP 220.05%0.07%0.10%Q1 2017Q2 20172
Genesee Capital Advisors, LLC 220.06%0.06%0.07%Q4 2018Q1 20192
FSA Wealth Management LLC 220.03%0.03%0.04%Q4 2019Q1 20202
Turim 21 Investimentos Ltda. 220.03%0.04%0.04%Q1 2021Q2 20212
Tredje AP-fonden 110.06%0.12%0.18%Q3 2015Q1 20222
MOSELEY INVESTMENT MANAGEMENT INC 110.11%0.18%0.24%Q1 2020Q2 20212
Royal Fund Management, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Lavaca Capital LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Westhampton Capital, LLC 110.15%0.26%0.38%Q2 2019Q4 20202
Advisor Resource Council 110.02%0.02%0.03%Q4 2021Q2 20222
Bruderman Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
IAG Wealth Partners, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.07%0.13%Q4 2020Q3 20222
CHIRON CAPITAL MANAGEMENT, LLC 220.29%0.31%0.32%Q3 2020Q4 20202
Planned Solutions, Inc. 220.02%0.02%0.02%Q3 2020Q4 20202
MTM Investment Management, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Peak Asset Management, LLC 110.09%0.12%0.16%Q4 2016Q3 20172
Barry Investment Advisors, LLC 220.08%0.08%0.08%Q1 2022Q2 20222
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 220.08%0.08%0.08%Q4 2021Q1 20222
Verger Capital Management LLC 220.45%0.47%0.49%Q3 2016Q4 20162
Wealthgate Family Office, LLC 221.23%1.27%1.30%Q3 2021Q4 20212
LifePro Asset Management 220.10%0.11%0.12%Q1 2022Q2 20222
CMG Global Holdings, LLC 220.15%0.16%0.16%Q2 2021Q3 20212
Fort Sheridan Advisors LLC 220.05%0.08%0.11%Q2 2023Q3 20232
TCG Advisory Services, LLC 220.16%0.23%0.29%Q4 2020Q1 20212
BRAVE ASSET MANAGEMENT INC 220.01%0.01%0.01%Q2 2016Q3 20162
Alpha DNA Investment Management LLC 220.03%0.04%0.04%Q4 2020Q1 20212
SCHOLTZ & COMPANY, LLC 220.44%0.49%0.54%Q3 2022Q4 20222
Altus Wealth Group LLC 220.01%0.01%0.02%Q4 2020Q1 20212
Bienville Capital Management, LLC 220.45%0.45%0.46%Q4 2014Q1 20152
Bond & Devick Financial Network, Inc. 110.17%0.17%0.17%Q2 2021Q4 20212
Stanley-Laman Group, Ltd. 220.04%0.06%0.08%Q4 2013Q1 20142
CKW FINANCIAL GROUP 110.00%0.00%0.00%Q2 2016Q1 20182
COWA, LLC 220.02%0.02%0.03%Q4 2020Q1 20212
Hamilton Point Investment Advisors, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
CoreFirst Bank & Trust 220.02%0.02%0.02%Q2 2023Q3 20232
Atika Capital Management LLC 111.19%3.22%5.25%Q1 2014Q4 20202
MBL Wealth, LLC 220.20%0.21%0.22%Q4 2020Q1 20212
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.02%1.60%3.19%Q4 2020Q3 20222
Circle Wealth Management, LLC 110.01%0.03%0.04%Q1 2021Q3 20232
Teewinot Capital Advisers, L.L.C. 110.09%1.12%2.15%Q4 2013Q3 20152
Marathon Trading Investment Management LLC 110.18%0.20%0.23%Q1 2017Q3 20202
Headlands Technologies LLC 220.01%0.13%0.25%Q4 2022Q1 20232
Optiver Holding B.V. 220.00%0.00%0.00%Q4 2021Q1 20222
Pallas Capital Advisors LLC 220.04%0.05%0.06%Q2 2021Q3 20212
BTG Pactual Global Asset Management Ltd 110.13%0.36%0.58%Q4 2017Q2 20192
FNY Partners Fund LP 110.02%0.02%0.02%Q4 2016Q3 20172
Goldstream Capital Management Ltd 220.00%0.01%0.01%Q1 2022Q2 20222
Thiel Macro LLC 220.20%0.70%1.20%Q1 2015Q2 20152
SUMIT CAPITAL, LLC 220.68%0.73%0.79%Q4 2013Q1 20142
Herold Advisors, Inc. 110.01%0.02%0.03%Q3 2021Q1 20222
LionEye Capital Management LLC 111.13%1.13%1.13%Q3 2015Q3 20152
Aviance Capital Partners, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
MIRABELLA FINANCIAL SERVICES LLP 110.48%0.48%0.49%Q4 2020Q1 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
DT Investment Partners, LLC 220.11%0.14%0.18%Q4 2019Q1 20202
Pinkerton Retirement Specialists, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Moneda S.A. Administradora General de Fondos 220.13%0.19%0.25%Q2 2020Q3 20202
Mader & Shannon Wealth Management, Inc. 114.59%4.77%4.95%Q3 2017Q2 20182
Sonora Investment Management Group, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
SABBY MANAGEMENT, LLC 220.23%0.24%0.25%Q2 2020Q3 20202
Blue Door Asset Management, LLC 220.82%1.17%1.52%Q4 2021Q1 20222
HERBST GROUP, LLC 220.27%0.31%0.36%Q4 2021Q1 20222
Parametrica Management Ltd 223.96%5.51%7.06%Q3 2022Q4 20222
Zweig-DiMenna Associates LLC 110.58%0.87%1.17%Q3 2015Q2 20172
HB Wealth Management, LLC 110.00%0.00%0.01%Q4 2021Q3 20232
Quent Capital, LLC 110.00%0.00%0.00%Q1 2022Q4 20222
Axiom Investment Management LLC 110.00%0.04%0.07%Q1 2019Q4 20212
West Coast Financial LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Carnegie Capital Asset Management, LLC 220.04%0.05%0.05%Q3 2015Q4 20152
Fortitude Advisory Group L.L.C. 220.03%0.03%0.03%Q4 2021Q1 20222
WealthPlan Investment Management, LLC 220.01%0.01%0.02%Q1 2023Q2 20232
BAINCO INTERNATIONAL INVESTORS 110.00%0.04%0.08%Q4 2018Q4 20202
CASTLE WEALTH MANAGEMENT LLC 220.03%0.03%0.03%Q2 2022Q3 20222
Ritter Daniher Financial Advisory LLC / DE 220.00%0.00%0.00%Q2 2022Q3 20222
Hoxton Financial, Inc. 220.00%0.00%0.00%Q4 2015Q1 20162
Accuvest Global Advisors 220.20%0.25%0.30%Q4 2022Q1 20232
SPHERA FUNDS MANAGEMENT LTD. 116.26%8.10%9.93%Q4 2017Q4 20192
Fortis Capital Advisors, LLC 220.02%0.05%0.08%Q4 2022Q1 20232
SCHAFER CULLEN CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q2 2013Q3 20132
McKinley Carter Wealth Services, Inc. 110.01%0.01%0.01%Q1 2018Q4 20192
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.01%Q1 2017Q2 20172
CIBC WORLD MARKETS CORP 110.01%0.01%0.01%Q2 2016Q2 20162
GIRARD PARTNERS LTD. 110.01%0.04%0.06%Q4 2016Q3 20182
VitalStone Financial, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Brainard Capital Management LLC 220.40%0.43%0.46%Q4 2022Q1 20232
Sculptor Capital LP 110.18%0.22%0.26%Q1 2016Q1 20162
ATWOOD & PALMER INC 110.00%0.00%0.00%Q2 2018Q4 20202
THOMPSON DAVIS & CO., INC. 110.02%0.03%0.04%Q4 2015Q1 20182
UNION SAVINGS BANK 220.09%0.09%0.09%Q2 2023Q3 20232
New Republic Capital, LLC 220.03%0.04%0.04%Q1 2023Q2 20232
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Healthcare Value Capital, LLC 113.15%7.82%12.50%Q2 2013Q4 20132
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q1 2016Q3 20182
FIL Ltd 220.00%0.00%0.00%Q1 2023Q2 20232
Partner Investment Management, L.P. 110.53%0.69%0.84%Q1 2016Q4 20162
Meritage Group LP 220.37%0.37%0.38%Q2 2018Q3 20182
Wallington Asset Management, LLC 220.01%0.01%0.01%Q1 2014Q2 20142
Pentwater Capital Management LP 220.06%0.09%0.12%Q3 2022Q4 20222
FIDUCIARY TRUST INTERNATIONAL LLC 110.05%0.06%0.08%Q4 2013Q2 20202
GARNET EQUITY CAPITAL HOLDINGS, INC. 220.32%0.39%0.45%Q1 2023Q2 20232
Montecito Bank & Trust 220.06%0.06%0.06%Q3 2021Q4 20212
MORGENS WATERFALL VINTIADIS & CO INC 220.60%0.93%1.26%Q2 2017Q3 20172
DIALECTIC CAPITAL MANAGEMENT, LP 110.57%1.19%1.80%Q4 2014Q3 20162
Parametric Risk Advisors LLC 220.04%0.04%0.04%Q1 2016Q2 20162
WBI INVESTMENTS, LLC 110.10%0.10%0.10%Q2 2017Q2 20182
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 220.11%0.11%0.12%Q1 2019Q2 20192
Crow Point Partners, LLC 110.03%0.04%0.06%Q3 2017Q2 20192
CIM, LLC 111.27%1.51%1.75%Q2 2016Q2 20192
Delek Group, Ltd. 220.04%0.05%0.06%Q4 2017Q1 20182
STRATTON MANAGEMENT CO 220.09%0.10%0.11%Q3 2015Q4 20152
Passport Capital, LLC 111.14%1.80%2.44%Q2 2013Q2 20162
Geduld E E 110.36%0.39%0.43%Q3 2015Q1 20162
GIRARD SECURITIES, INC. 220.71%0.83%0.95%Q3 2016Q4 20162
VAUGHAN & Co SECURITIES, INC. 220.06%0.06%0.07%Q4 2019Q1 20202
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.03%0.06%Q3 2017Q3 20182
HealthCor Management, L.P. 220.24%0.44%0.64%Q1 2022Q2 20222
Private Wealth Partners, LLC 220.05%0.05%0.05%Q4 2017Q1 20182
CITIZENS & NORTHERN CORP 110.33%0.34%0.35%Q4 2018Q4 20192
GEMS MANAGEMENT LTD 220.67%1.18%1.69%Q2 2013Q3 20132
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q3 2013Q2 20152
PacWest Financial Management Inc 220.29%0.32%0.35%Q2 2013Q3 20132
CIBC BANK USA 220.03%0.03%0.04%Q2 2017Q3 20172
SCOPIA CAPITAL MANAGEMENT LP 220.92%1.68%2.44%Q3 2016Q4 20162
BBVA USA 220.04%0.04%0.05%Q2 2021Q3 20212
Alkeon Capital Management 220.01%0.01%0.01%Q4 2018Q1 20192
ALPINE WOODS CAPITAL INVESTORS, LLC 220.71%0.73%0.75%Q4 2017Q1 20182
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.03%0.03%Q2 2013Q3 20132
Perceptive Advisors 222.50%3.61%4.72%Q2 2013Q3 20132
MANCHESTER FINANCIAL INC 220.00%0.00%0.00%Q3 2020Q4 20202
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.01%Q2 2022Q3 20222
GEODE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
PrairieView Partners, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BRIDGES INVESTMENT MANAGEMENT INC 220.08%0.09%0.10%Q4 2015Q1 20162
HARVEST MANAGEMENT LLC 110.35%0.45%0.55%Q3 2015Q3 20192
FIRST COMMUNITY TRUST NA 220.00%0.00%0.00%Q4 2021Q1 20222
FLAGSTAR ADVISORS INC 110.05%0.05%0.06%Q3 2021Q3 20222
FAIRFIELD, BUSH & CO. 110.00%0.01%0.01%Q2 2022Q2 20232
Banco Santander, S.A. 110.01%0.05%0.09%Q4 2016Q1 20232
INTEGRATED WEALTH COUNSEL, LLC 220.01%0.01%0.01%Q4 2013Q1 20142
STALEY CAPITAL ADVISERS INC 220.23%0.34%0.46%Q1 2015Q2 20152
Nationwide Fund Advisors 220.00%0.00%0.00%Q4 2016Q1 20172
ELEMENT POINTE ADVISORS, LLC 220.93%0.94%0.96%Q4 2018Q1 20192
Grant Street Asset Management, Inc. 220.05%0.05%0.05%Q4 2020Q1 20212
Altium Wealth Management LLC 220.09%0.10%0.10%Q4 2017Q1 20182
EWG Elevate Inc. 110.00%1.35%2.70%Q2 2020Q4 20222
Summit Financial, LLC 220.04%0.04%0.04%Q2 2022Q3 20222
D.B. Root & Company, LLC 220.24%0.25%0.26%Q4 2017Q1 20182
Salomon & Ludwin, LLC 110.00%0.01%0.01%Q4 2018Q3 20232
Edge Capital Group, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
Sound View Wealth Advisors, LLC 220.11%0.11%0.12%Q4 2018Q1 20192
WealthBridge Capital Management, LLC 220.09%0.09%0.09%Q4 2018Q1 20192
Strategic Blueprint, LLC 110.00%0.01%0.01%Q3 2019Q2 20212
Confluence Wealth Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Aries Wealth Management 110.18%0.18%0.18%Q3 2018Q3 20181
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Colony Family Offices, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
CLEAR STREET MARKETS LLC 110.18%0.18%0.18%Q2 2013Q2 20131
Clean Yield Group 110.00%0.00%0.00%Q1 2020Q1 20201
Westwind Capital 110.00%0.00%0.00%Q2 2020Q2 20201
FARALLON CAPITAL MANAGEMENT LLC 111.10%1.10%1.10%Q3 2022Q3 20221
Stelac Advisory Services LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Richwood Investment Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Financial Advantage, Inc. 110.04%0.04%0.04%Q3 2019Q3 20191
USA FINANCIAL FORMULAS 111.24%1.24%1.24%Q2 2015Q2 20151
SHEETS SMITH WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2023Q3 20231
GABELLI FUNDS LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Mystic Asset Management, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Meiji Yasuda Life Insurance Co 110.17%0.17%0.17%Q3 2016Q3 20161
Quantum Capital Management, LLC / NJ 110.01%0.01%0.01%Q3 2017Q3 20171
Vienna Asset Management LLC 115.49%5.49%5.49%Q1 2022Q1 20221
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
PACES FERRY WEALTH ADVISORS, LLC 110.14%0.14%0.14%Q3 2020Q3 20201
Perkins Coie Trust Co 110.71%0.71%0.71%Q3 2023Q3 20231
Man Group plc 110.00%0.00%0.00%Q2 2019Q2 20191
ROCKY MOUNTAIN ADVISERS, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
GUARDIAN CAPITAL ADVISORS LP 110.16%0.16%0.16%Q3 2023Q3 20231
Willow Street Advisors LLC 110.13%0.13%0.13%Q4 2013Q4 20131
KFG WEALTH MANAGEMENT, LLC 119.21%9.21%9.21%Q4 2022Q4 20221
Carter Financial Group, INC. 110.75%0.75%0.75%Q1 2022Q1 20221
Gateway Advisory, LLC 110.18%0.18%0.18%Q4 2013Q4 20131
SeaTown Holdings Pte. Ltd. 112.06%2.06%2.06%Q1 2017Q1 20171
CPR Investments Inc. 112.74%2.74%2.74%Q4 2022Q4 20221
RBF Capital, LLC 110.13%0.13%0.13%Q2 2021Q2 20211
Ulysses Management LLC 110.22%0.22%0.22%Q3 2017Q3 20171
Empirical Asset Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Onyx Bridge Wealth Group LLC 110.28%0.28%0.28%Q2 2022Q2 20221
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.01%0.01%0.01%Q4 2021Q4 20211
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SEIZERT CAPITAL PARTNERS, LLC 110.03%0.03%0.03%Q4 2016Q4 20161
Inscription Capital, LLC 110.14%0.14%0.14%Q2 2021Q2 20211
Pointe Capital Management LLC 110.29%0.29%0.29%Q4 2016Q4 20161
JUMP TRADING, LLC 110.04%0.04%0.04%Q2 2019Q2 20191
DFPG INVESTMENTS, LLC 110.39%0.39%0.39%Q3 2020Q3 20201
Triton Wealth Management, PLLC 110.60%0.60%0.60%Q2 2020Q2 20201
Financial Advisors Network, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Fortis Group Advisors, LLC 110.11%0.11%0.11%Q3 2020Q3 20201
SCOGGIN MANAGEMENT LP 112.17%2.17%2.17%Q4 2021Q4 20211
HNP Capital LLC 110.16%0.16%0.16%Q1 2020Q1 20201
Financial Enhancement Group LLC 110.43%0.43%0.43%Q4 2021Q4 20211
James J. Burns & Company, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.11%0.11%0.11%Q2 2020Q2 20201
Anson Funds Management LP 1110.59%10.59%10.59%Q3 2015Q3 20151
JACKSON SQUARE CAPITAL, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
DONALDSON CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q2 2015Q2 20151
Wellspring Financial Advisors, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
RETIREMENT DESIGN & MANAGEMENT INC /ADV 111.06%1.06%1.06%Q2 2016Q2 20161
FIRST NIAGARA BANK 110.09%0.09%0.09%Q2 2016Q2 20161
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Cornerstone Wealth Group, LLC 111.10%1.10%1.10%Q2 2020Q2 20201
Strategic Investment Solutions, Inc. /IL 110.01%0.01%0.01%Q1 2023Q1 20231
Mariner Wealth Advisors-NYC, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Live Your Vision, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Arlington Financial Advisors, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
Align Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Parisi Gray Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Wela Strategies, Inc. 110.27%0.27%0.27%Q1 2022Q1 20221
NORTHSTAR INVESTMENT ADVISORS LLC 110.03%0.03%0.03%Q2 2021Q2 20211
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
TOEWS CORP /ADV 115.05%5.05%5.05%Q4 2014Q4 20141
MASTERS CAPITAL MANAGEMENT LLC 111.98%1.98%1.98%Q1 2015Q1 20151
TFG Advisers LLC 110.04%0.04%0.04%Q4 2019Q4 20191
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 110.01%0.01%0.01%Q1 2016Q1 20161
Pinnacle Wealth Advisors 110.02%0.02%0.02%Q2 2021Q2 20211
MARINO, STRAM & ASSOCIATES LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.03%0.03%0.03%Q3 2016Q3 20161
IBERIABANK CORP 110.08%0.08%0.08%Q4 2016Q4 20161
MILESTONE ASSET MANAGEMENT, LLC 110.21%0.21%0.21%Q4 2022Q4 20221
Consolidated Planning Corp 110.02%0.02%0.02%Q3 2021Q3 20211
COMMUNITY TRUST & INVESTMENT CO 110.03%0.03%0.03%Q4 2016Q4 20161
Hayden Royal, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
AXA S.A. 110.00%0.00%0.00%Q2 2017Q2 20171
ELLERSON GROUP INC /ADV 110.12%0.12%0.12%Q3 2023Q3 20231
BOSTON FAMILY OFFICE LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Appaloosa LP 111.08%1.08%1.08%Q2 2017Q2 20171
Regal Wealth Group, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Lakewood Asset Management LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Milestone Investment Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 20231
DRIEHAUS CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q2 2015Q2 20151
Roof Eidam Maycock Peralta, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
MADDEN SECURITIES Corp 110.04%0.04%0.04%Q4 2022Q4 20221
Vista Private Wealth Partners. LLC 110.01%0.01%0.01%Q3 2019Q3 20191
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Shay Capital LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Key Square Capital Management LLC 116.41%6.41%6.41%Q2 2021Q2 20211
Onex Canada Asset Management Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
ORG Partners LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Summit Trail Advisors, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
KINGSWOOD WEALTH ADVISORS, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
LJI Wealth Management, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
Strategic Investment Advisors / MI 110.14%0.14%0.14%Q1 2019Q1 20191
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.02%0.02%0.02%Q4 2015Q4 20151
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
TD Capital Management LLC 110.00%0.00%0.00%Q3 2017Q3 20171
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
ROGCO, LP 110.04%0.04%0.04%Q3 2023Q3 20231
NEWGATE CAPITAL MANAGEMENT LLC 110.35%0.35%0.35%Q2 2016Q2 20161
Brouwer & Janachowski, LLC 110.08%0.08%0.08%Q1 2017Q1 20171
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Van Cleef Asset Management,Inc 110.13%0.13%0.13%Q4 2019Q4 20191
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
Mandatum Life Insurance Co Ltd 110.02%0.02%0.02%Q4 2015Q4 20151
Integrated Investment Consultants, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Menard Financial Group LLC 110.21%0.21%0.21%Q4 2019Q4 20191
Lenox Wealth Management, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Canal Capital Management, LLC 110.80%0.80%0.80%Q4 2018Q4 20181
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Atlas Principals, LLC 110.87%0.87%0.87%Q4 2019Q4 20191
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q3 2021Q3 20211
Biondo Investment Advisors, LLC 110.19%0.19%0.19%Q4 2018Q4 20181
Verition Fund Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Senator Investment Group LP 111.05%1.05%1.05%Q2 2017Q2 20171
CAAS CAPITAL MANAGEMENT LP 110.61%0.61%0.61%Q4 2020Q4 20201
Centric Wealth Management 111.01%1.01%1.01%Q4 2019Q4 20191
HBC Financial Services, PLLC 110.01%0.01%0.01%Q4 2019Q4 20191
Gerry Farber, LLC 111.47%1.47%1.47%Q2 2014Q2 20141
Jabre Capital Partners S.A. 110.09%0.09%0.09%Q4 2013Q4 20131
Holowesko Partners Ltd. 110.83%0.83%0.83%Q1 2015Q1 20151
DENVER INVESTMENT ADVISORS LLC 110.06%0.06%0.06%Q4 2016Q4 20161
Capital Directions Investment Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Irish Life Investment Managers Ltd. 110.24%0.24%0.24%Q2 2013Q2 20131
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Cooper Financial Group 110.05%0.05%0.05%Q4 2020Q4 20201
CAPITAL ONE, NATIONAL ASSOCIATION 110.11%0.11%0.11%Q4 2019Q4 20191
Perella Weinberg Partners Capital Management LP 110.20%0.20%0.20%Q3 2017Q3 20171
LITTLE HOUSE CAPITAL LLC 110.11%0.11%0.11%Q2 2020Q2 20201
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
LAKEWOOD CAPITAL MANAGEMENT, LP 110.20%0.20%0.20%Q3 2015Q3 20151
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Questar Asset Management, Inc. 111.84%1.84%1.84%Q4 2018Q4 20181
OmniStar Financial Group, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
LOEWS CORP 110.06%0.06%0.06%Q1 2014Q1 20141
Potomac Capital Management, Inc. 110.90%0.90%0.90%Q3 2014Q3 20141
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Kalos Management, Inc. 110.04%0.04%0.04%Q4 2015Q4 20151
KBC Group NV 110.00%0.00%0.00%Q1 2021Q1 20211
Beacon Harbor Wealth Advisors, Inc. 111.49%1.49%1.49%Q4 2022Q4 20221
Texas Capital Bank Wealth Management Services Inc 110.04%0.04%0.04%Q1 2023Q1 20231
TradeLink Global Equity LLC 110.28%0.28%0.28%Q2 2014Q2 20141
Pinnacle Bancorp, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
Penobscot Investment Management Company, Inc. 110.06%0.06%0.06%Q4 2015Q4 20151
Arbor Wealth Management, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
L & S Advisors Inc 113.39%3.39%3.39%Q3 2014Q3 20141
Emerald Advisors, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
Arlington Partners LLC 110.00%0.00%0.00%Q4 2019Q4 20191
FIRST FINANCIAL CORP /IN/ 110.01%0.01%0.01%Q2 2016Q2 20161
Tradeworx Inc. 110.10%0.10%0.10%Q4 2013Q4 20131
City Financial Investment Co Ltd 111.10%1.10%1.10%Q2 2017Q2 20171
PIPER SANDLER & CO. 110.52%0.52%0.52%Q3 2015Q3 20151
West Oak Capital, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Chicago Capital, LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Fortress Investment Group LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.02%0.02%0.02%Q2 2016Q2 20161
JSF Financial, LLC 110.23%0.23%0.23%Q1 2019Q1 20191
Fortis Capital Management LLC 111.01%1.01%1.01%Q2 2021Q2 20211
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Dorsey Wright & Associates 110.01%0.01%0.01%Q2 2013Q2 20131
EXCELSIA, INC. 114.40%4.40%4.40%Q4 2014Q4 20141
TOBIAS FINANCIAL ADVISORS, INC. 110.04%0.04%0.04%Q4 2019Q4 20191
Ferguson Shapiro LLC 110.68%0.68%0.68%Q2 2020Q2 20201
BlueCrest Capital Management LLP 110.13%0.13%0.13%Q1 2014Q1 20141
Smithwood Advisers, L.P. 112.31%2.31%2.31%Q4 2013Q4 20131
Clear Perspective Advisors, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
TIG Advisors, LLC 110.34%0.34%0.34%Q3 2019Q3 20191
STATE OF MICHIGAN RETIREMENT SYSTEM 110.04%0.04%0.04%Q1 2014Q1 20141
Legacy Financial Strategies, LLC 110.39%0.39%0.39%Q4 2017Q4 20171
Hefty Wealth Partners 110.03%0.03%0.03%Q4 2017Q4 20171
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 110.98%0.98%0.98%Q4 2014Q4 20141
Strategic Wealth Partners Group, LLC 110.69%0.69%0.69%Q1 2018Q1 20181
AMJ Financial Wealth Management 110.27%0.27%0.27%Q2 2020Q2 20201
FIRST FINANCIAL EQUITY CORPORATION 110.09%0.09%0.09%Q1 2017Q1 20171
OSTERWEIS CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2022Q4 20221
Geller Advisors LLC 110.20%0.20%0.20%Q3 2019Q3 20191
Hound Partners 110.02%0.02%0.02%Q3 2015Q3 20151
EMERSON INVESTMENT MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Magnetar Financial LLC 110.13%0.13%0.13%Q2 2015Q2 20151
Certified Advisory Corp 110.02%0.02%0.02%Q4 2017Q4 20171
Concentrum Wealth Management 112.63%2.63%2.63%Q1 2020Q1 20201
AXS Investments LLC 110.24%0.24%0.24%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.07%0.07%0.07%Q3 2023Q3 20231
Northern Right Capital Management, L.P. 110.06%0.06%0.06%Q3 2014Q3 20141
ALTERNA WEALTH MANAGEMENT, INC 110.18%0.18%0.18%Q4 2018Q4 20181
Guidance Point Advisors, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Stamos Capital Partners, L.P. 110.25%0.25%0.25%Q2 2019Q2 20191
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Ice Pond Lane Advisers, LLC 111.49%1.49%1.49%Q4 2016Q4 20161
Financial Services Advisory Inc 110.19%0.19%0.19%Q2 2020Q2 20201
Heritage Trust Co 110.00%0.00%0.00%Q1 2017Q1 20171
INSIGHT 2811, INC. 110.03%0.03%0.03%Q2 2013Q2 20131
Columbus Macro, LLC 110.41%0.41%0.41%Q4 2022Q4 20221
Pinz Capital Management, LP 110.04%0.04%0.04%Q3 2021Q3 20211
CERTUITY, LLC 110.12%0.12%0.12%Q3 2022Q3 20221
BLOCKHOUSE CAPITAL MANAGEMENT LP 116.53%6.53%6.53%Q2 2017Q2 20171
Altshuler Shaham Ltd 110.00%0.00%0.00%Q2 2021Q2 20211
Investors Financial Group, LLC 110.17%0.17%0.17%Q4 2019Q4 20191
Guild Investment Management, Inc. 112.46%2.46%2.46%Q3 2017Q3 20171
JT Stratford LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Kamunting Street Capital Management, L.P. 111.07%1.07%1.07%Q2 2019Q2 20191
Per Stirling Capital Management, LLC. 110.06%0.06%0.06%Q4 2022Q4 20221
Glenview Trust Co 110.03%0.03%0.03%Q2 2018Q2 20181
Clearstead Trust, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
STRATEGIC CAPITAL ADVISERS, INC. 110.15%0.15%0.15%Q3 2019Q3 20191
CAPSTONE ASSET MANAGEMENT CO 110.01%0.01%0.01%Q2 2014Q2 20141
Personal Wealth Partners 110.03%0.03%0.03%Q2 2021Q2 20211
Context Capital Management, LLC 110.60%0.60%0.60%Q2 2016Q2 20161
Country Club Trust Company, n.a. 110.03%0.03%0.03%Q2 2020Q2 20201
Jafra Capital Management LP 111.59%1.59%1.59%Q2 2017Q2 20171
First American Bank 110.02%0.02%0.02%Q3 2017Q3 20171
SELZ CAPITAL LLC 110.47%0.47%0.47%Q3 2017Q3 20171
GUGGENHEIM CAPITAL LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Oak Point Wealth Management 110.27%0.27%0.27%Q4 2017Q4 20171
Kabarec Financial Advisors, Ltd. 110.00%0.00%0.00%Q1 2018Q1 20181
Silicon Hills Wealth Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
IPL Advisers, LLC 111.69%1.69%1.69%Q4 2016Q4 20161
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.01%0.01%0.01%Q3 2017Q3 20171
Waldron Private Wealth LLC 110.10%0.10%0.10%Q4 2015Q4 20151
Sivik Global Healthcare LLC 114.43%4.43%4.43%Q4 2016Q4 20161
Ghost Tree Capital, LLC 114.69%4.69%4.69%Q3 2016Q3 20161
Penserra Capital Management LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
CFS Investment Advisory Services, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Princeton Alpha Management LP 110.06%0.06%0.06%Q1 2014Q1 20141
Granite Point Capital Management, L.P. 110.73%0.73%0.73%Q3 2020Q3 20201
FIRST NATIONAL BANK SIOUX FALLS 110.26%0.26%0.26%Q3 2023Q3 20231
Oder Investment Management, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Golden State Equity Partners 110.29%0.29%0.29%Q2 2021Q2 20211
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
HARVARD MANAGEMENT CO INC 110.96%0.96%0.96%Q1 2016Q1 20161
Polaris Wealth Advisory Group, LLC 110.51%0.51%0.51%Q2 2021Q2 20211
Covenant Multifamily Offices, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Curi Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
MAPLE SECURITIES USA INC 110.02%0.02%0.02%Q1 2015Q1 20151
CLOUGH CAPITAL PARTNERS L P 111.31%1.31%1.31%Q1 2021Q1 20211
Willingdon Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
Rikoon Group, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Aveo Capital Partners, LLC 110.08%0.08%0.08%Q3 2020Q3 20201
Van Hulzen Asset Management, LLC 110.08%0.08%0.08%Q4 2017Q4 20171
CLOVIS CAPITAL MANAGEMENT LP 114.53%4.53%4.53%Q2 2015Q2 20151
HORAN CAPITAL MANAGEMENT 110.10%0.10%0.10%Q1 2017Q1 20171
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
CTC Alternative Strategies, Ltd. 112.87%2.87%2.87%Q2 2015Q2 20151
Eversept Partners, LP 110.73%0.73%0.73%Q3 2023Q3 20231
TECTONIC ADVISORS LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Cannon Global Investment Management, LLC 111.48%1.48%1.48%Q3 2021Q3 20211
SHINE INVESTMENT ADVISORY SERVICES INC 110.01%0.01%0.01%Q1 2019Q1 20191
PRING TURNER CAPITAL GROUP INC 110.02%0.02%0.02%Q4 2013Q4 20131
Eclectica Asset Management LLP 1114.78%14.78%14.78%Q2 2014Q2 20141
Merriman Wealth Management, LLC 110.32%0.32%0.32%Q2 2016Q2 20161
Lourd Capital, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Aristotle Capital Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
ZWEIG ADVISERS LLC 111.22%1.22%1.22%Q4 2014Q4 20141
Aft, Forsyth & Sober, LLC 110.31%0.31%0.31%Q2 2020Q2 20201
Capital Wealth Planning, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Keystone Wealth Services, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
DSAM Partners (London) Ltd 114.51%4.51%4.51%Q1 2014Q1 20141
Tuscan Ridge Asset Management LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Wakefield Asset Management LLLP 110.59%0.59%0.59%Q2 2022Q2 20221
Clarkston Capital Partners, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Level Financial Advisors 110.02%0.02%0.02%Q4 2021Q4 20211
Sequoia Wealth Management, LLC 110.19%0.19%0.19%Q4 2017Q4 20171
CAPITAL CITY TRUST CO/FL 110.00%0.00%0.00%Q2 2013Q2 20131
Eagle Capital Management, LLC 111.86%1.86%1.86%Q4 2016Q4 20161
Column Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Point72 Asset Management, L.P. 110.01%0.01%0.01%Q4 2015Q4 20151
TKG Advisors, LLC 113.20%3.20%3.20%Q1 2022Q1 20221
Delos Wealth Advisors, LLC 110.14%0.14%0.14%Q2 2021Q2 20211
JW Asset Management, LLC 111.42%1.42%1.42%Q3 2017Q3 20171
WealthStone, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
St. Johns Investment Management Company, LLC 110.08%0.08%0.08%Q3 2017Q3 20171
Stone Toro Investment Advisers, LP 110.17%0.17%0.17%Q3 2013Q3 20131
Rinkey Investments 110.05%0.05%0.05%Q4 2021Q4 20211
TMD Wealth Management, LLC 111.10%1.10%1.10%Q3 2023Q3 20231
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC 1149.07%49.07%49.07%Q1 2016Q1 20161
WASHINGTON TRUST BANK 110.01%0.01%0.01%Q2 2016Q2 20161
MRA Advisory Group 113.54%3.54%3.54%Q1 2022Q1 20221
CALDWELL & ORKIN INC 110.42%0.42%0.42%Q1 2017Q1 20171
Confluence Wealth Management LLC 110.12%0.12%0.12%Q4 2015Q4 20151
BLACKROCK ADVISORS LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Charles Carroll Financial Partners, LLC 111.29%1.29%1.29%Q4 2021Q4 20211
Windsor Capital Management, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Numina Capital Management, LLC 111.56%1.56%1.56%Q2 2015Q2 20151
Washington Trust Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Carmel Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Mill Capital Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
SOCIETE GENERALE 110.45%0.45%0.45%Q2 2016Q2 20161
NEXT Financial Holdings 110.13%0.13%0.13%Q1 2019Q1 20191
CADINHA & CO LLC 110.10%0.10%0.10%Q4 2017Q4 20171
DCM Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Masso Torrence Wealth Management Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Waratah Capital Advisors Ltd. 110.71%0.71%0.71%Q3 2015Q3 20151
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Congress Wealth Management LLC / DE / 110.01%0.01%0.01%Q3 2023Q3 20231
Mawer Investment Management Ltd. 110.02%0.02%0.02%Q4 2019Q4 20191
Oak Harvest Investment Services 110.05%0.05%0.05%Q4 2022Q4 20221
Capital Bank & Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Widmann Financial Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Centennial Wealth Advisory LLC 111.03%1.03%1.03%Q4 2020Q4 20201
GoalVest Advisory LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Wright Fund Management, LLC 110.69%0.69%0.69%Q4 2022Q4 20221
Watson Rebecca 110.03%0.03%0.03%Q2 2020Q2 20201
MPI INVESTMENT MANAGEMENT, INC. 112.40%2.40%2.40%Q4 2017Q4 20171
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
GenTrust, LLC 110.06%0.06%0.06%Q4 2016Q4 20161
AQR Capital Management 110.00%0.00%0.00%Q2 2023Q2 20231
Elite Wealth Management, Inc. 110.09%0.09%0.09%Q3 2013Q3 20131
Silverleafe Capital Partners, LLC 110.33%0.33%0.33%Q1 2019Q1 20191
Sandy Cove Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
AHL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
CAXTON ASSOCIATES LP 1110.13%10.13%10.13%Q4 2022Q4 20221
Verde Servicos Internacionais S.A. 110.67%0.67%0.67%Q1 2018Q1 20181
Weatherstone Capital Management 110.25%0.25%0.25%Q3 2013Q3 20131
PIER 88 INVESTMENT PARTNERS LLC 110.26%0.26%0.26%Q4 2019Q4 20191
Logan Stone Capital, LLC 110.54%0.54%0.54%Q4 2021Q4 20211
Covenant Asset Management, LLC 110.35%0.35%0.35%Q4 2016Q4 20161
MANGROVE PARTNERS IM, LLC 111.18%1.18%1.18%Q2 2023Q2 20231
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Nauset Wealth Management. LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.02%0.02%0.02%Q3 2019Q3 20191
MKP Capital Management, L.L.C. 1113.87%13.87%13.87%Q4 2015Q4 20151
Willow Creek Wealth Management Inc. 110.05%0.05%0.05%Q3 2021Q3 20211
TCG Advisors, LP 110.27%0.27%0.27%Q2 2020Q2 20201
Euclid Advisors LLC 110.08%0.08%0.08%Q4 2014Q4 20141
CMT Capital Markets Trading GmbH 110.05%0.05%0.05%Q1 2017Q1 20171
Next Level Private LLC 110.14%0.14%0.14%Q2 2022Q2 20221
External links

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