ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.04%0.69%1.87%Q1 2012Q3 2023138
ROYAL BANK OF CANADA 42420.00%0.22%1.57%Q2 2013Q3 2023126
CITIGROUP INC 42420.10%1.45%5.29%Q2 2013Q3 2023126
BANK OF AMERICA CORP /DE/ 42420.04%0.40%0.87%Q2 2013Q3 2023126
CREDIT SUISSE AG/ 43430.00%0.54%3.88%Q1 2013Q3 2023123
Parallax Volatility Advisers, L.P. 42420.00%1.85%7.28%Q2 2013Q3 2023122
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.78%2.48%Q2 2013Q3 2023122
BARCLAYS PLC 42420.15%1.53%6.92%Q2 2013Q3 2023118
WELLS FARGO & COMPANY/MN 42420.00%0.41%1.70%Q2 2013Q3 2023116
Jefferies Group LLC 38380.00%2.06%19.23%Q2 2013Q3 2022112
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.78%5.45%Q2 2013Q3 2023110
UBS Group AG 36360.03%0.50%3.03%Q4 2014Q3 2023108
Paloma Partners Management Co 3380.01%0.97%4.93%Q2 2013Q3 2023106
NOMURA HOLDINGS INC 44440.01%0.66%9.96%Q4 2012Q3 2023102
Walleye Trading LLC 42420.00%0.16%1.15%Q2 2013Q3 2023101
CAPITAL FUND MANAGEMENT S.A. 42420.01%0.39%2.53%Q2 2013Q3 202399
BANK OF MONTREAL /CAN/ 3920.00%0.16%0.63%Q2 2013Q3 202397
MILLENNIUM MANAGEMENT LLC 3310.00%0.75%4.48%Q2 2013Q3 202393
BlackRock Inc. 42420.00%0.17%1.05%Q2 2013Q3 202393
Citadel Advisors 37370.00%0.56%1.79%Q3 2014Q3 202393
Twin Tree Management, LP 3840.00%1.03%6.29%Q4 2012Q3 202392
Creative Planning 42420.00%0.03%0.21%Q2 2013Q3 202392
Cutler Group LLC / CA 32320.00%0.35%2.27%Q4 2015Q3 202390
HSBC HOLDINGS PLC 47470.00%0.17%0.89%Q1 2012Q3 202390
HighTower Advisors, LLC 3290.00%0.13%0.78%Q2 2013Q3 202387
TWO SIGMA INVESTMENTS, LP 2620.00%0.07%0.43%Q4 2013Q3 202386
HAP Trading, LLC 3420.00%0.18%2.14%Q2 2013Q3 202383
J. Goldman & Co LP 42420.01%2.00%13.27%Q2 2013Q3 202383
TWO SIGMA SECURITIES, LLC 3210.00%0.95%4.31%Q4 2014Q3 202381
JANE STREET GROUP, LLC 3620.00%0.33%1.49%Q1 2014Q3 202380
M&T BANK CORP 26150.00%0.75%2.52%Q2 2013Q3 202380
Lido Advisors, LLC 31310.00%0.19%1.04%Q1 2016Q3 202377
WOLVERINE ASSET MANAGEMENT LLC 3110.00%0.86%5.63%Q4 2013Q4 202175
BALYASNY ASSET MANAGEMENT L.P. 1930.01%0.38%1.90%Q2 2013Q3 202374
CAPSTONE INVESTMENT ADVISORS, LLC 3010.00%1.57%14.60%Q2 2013Q3 202373
WOLVERINE TRADING, LLC 610.00%0.60%2.69%Q2 2016Q3 202373
Nantahala Capital Management 42420.20%10.99%27.22%Q2 2013Q3 202370
PRELUDE CAPITAL MANAGEMENT, LLC 30120.01%1.18%6.17%Q1 2013Q3 202368
ALLIANCEBERNSTEIN L.P. 4010.00%0.04%0.16%Q2 2013Q3 202367
SNS Financial Group, LLC 43430.01%2.58%10.81%Q1 2013Q3 202365
HUNTINGTON NATIONAL BANK 59590.04%0.16%0.31%Q1 2009Q3 202364
LPL Financial LLC 42420.00%0.65%1.53%Q2 2013Q3 202363
Verition Fund Management LLC 2920.00%0.18%1.01%Q4 2013Q3 202363
CLEAR STREET MARKETS LLC 1810.00%1.04%8.72%Q1 2014Q3 202361
Centiva Capital, LP 24240.00%2.96%24.23%Q4 2017Q3 202361
Veritable, L.P. 43430.00%1.59%2.76%Q4 2012Q2 202360
Polar Asset Management Partners Inc. 3120.01%4.50%25.18%Q3 2013Q2 202360
RAYMOND JAMES & ASSOCIATES 42420.00%0.35%1.36%Q2 2013Q3 202360
RMB Capital Management, LLC 41410.02%0.91%5.06%Q3 2013Q3 202359
WELLINGTON MANAGEMENT GROUP LLP 42420.00%0.03%0.06%Q2 2013Q3 202358
Point72 Asset Management, L.P. 2010.00%0.28%1.16%Q2 2014Q3 202357
Rehmann Capital Advisory Group 42150.29%0.64%1.99%Q1 2009Q3 202357
CIBC WORLD MARKET INC. 42420.00%0.08%0.61%Q2 2013Q3 202355
Bank of New York Mellon Corp 4220.00%0.07%0.48%Q1 2011Q3 202353
Goldstein Munger & Associates 52524.03%6.07%8.03%Q4 2009Q3 202252
Arbor Investment Advisors, LLC 52521.56%3.36%5.54%Q4 2010Q3 202352
Jump Trading, LLC 1310.03%2.13%6.82%Q3 2013Q4 201852
Kingsview Wealth Management, LLC 2060.00%0.15%0.57%Q1 2017Q3 202351
Interval Partners, LP 2030.16%2.54%7.96%Q4 2013Q3 202351
CONNING INC. 42420.00%0.41%0.90%Q2 2013Q3 202351
Starboard Value LP 40400.01%5.55%31.45%Q2 2013Q1 202350
SCOGGIN MANAGEMENT LP 910.10%5.64%19.22%Q2 2013Q3 202350
BlueCrest Capital Management Ltd 1320.01%1.13%7.13%Q3 2014Q3 202349
MOORE CAPITAL MANAGEMENT, LP 1130.03%1.79%9.09%Q2 2013Q3 202349
Tortoise Investment Management, LLC 44440.00%0.31%0.57%Q4 2012Q3 202348
MUFG Americas Holdings Corp 48480.36%1.20%1.72%Q4 2010Q3 202248
Manchester Capital Management LLC 42420.04%0.49%1.40%Q2 2013Q3 202348
MONETA GROUP INVESTMENT ADVISORS LLC 45450.06%3.01%7.47%Q3 2012Q3 202348
Bach Option Ltd 17170.15%1.60%5.02%Q4 2015Q4 201947
CAXTON ASSOCIATES LP 1520.02%3.71%23.46%Q2 2013Q4 202247
MCF Advisors LLC 4070.12%1.83%4.08%Q4 2011Q3 202347
GUGGENHEIM CAPITAL LLC 42420.00%0.25%0.53%Q2 2013Q3 202347
CREDIT AGRICOLE S A 23110.00%0.45%4.50%Q3 2013Q3 202347
Institute for Wealth Management, LLC. 1910.00%0.45%4.26%Q2 2013Q3 202347
Keel Point, LLC 35350.00%0.67%7.41%Q1 2015Q3 202347
MARSHALL WACE, LLP 19190.00%0.35%2.22%Q1 2019Q3 202347
Luxor Capital Group, LP 1110.02%4.60%33.93%Q1 2014Q3 202346
Raymond James Financial Services Advisors, Inc. 42420.00%0.33%0.76%Q2 2013Q3 202346
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 42420.00%1.61%2.84%Q2 2013Q3 202346
Graham Capital Management, L.P. 910.03%6.72%19.99%Q2 2014Q3 202346
Neuberger Berman Group LLC 3650.00%0.03%0.11%Q2 2013Q3 202346
TRUIST FINANCIAL CORP 42420.00%0.46%0.76%Q2 2013Q3 202346
AMERIPRISE FINANCIAL INC 42420.00%0.06%0.15%Q2 2013Q3 202346
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.03%Q2 2013Q3 202345
BANK OF NOVA SCOTIA 2010.00%0.20%0.99%Q1 2014Q3 202345
FMR LLC 42420.00%0.01%0.05%Q2 2013Q3 202345
Horizon Investments, LLC 2710.01%0.48%8.87%Q3 2013Q3 202345
Fort Point Capital Partners LLC 40400.01%1.37%6.46%Q4 2013Q3 202345
Ionic Capital Management LLC 1670.00%0.97%7.97%Q2 2013Q3 202345
Capital Analysts, LLC 44440.00%0.35%1.36%Q4 2012Q3 202344
Citizens Business Bank 44440.06%1.18%2.19%Q4 2012Q3 202344
AE Wealth Management LLC 28280.00%0.28%0.73%Q4 2016Q3 202344
Franklin, Parlapiano, Turner & Welch, LLC 44440.88%2.46%8.35%Q4 2012Q3 202344
New England Private Wealth Advisors LLC 44441.02%1.30%1.99%Q4 2012Q3 202344
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.15%0.24%0.76%Q2 2010Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.29%0.90%1.20%Q4 2012Q3 202344
Cetera Advisor Networks LLC 43430.00%0.41%0.65%Q1 2013Q3 202344
TCI Wealth Advisors, Inc. 44440.03%0.14%0.30%Q4 2012Q3 202344
PEAK6 Investments LLC 1460.00%0.51%2.40%Q3 2018Q3 202344
STATE OF WISCONSIN INVESTMENT BOARD 42420.02%0.32%1.05%Q2 2013Q3 202344
BOKF, NA 3290.16%0.48%0.83%Q2 2013Q3 202344
Private Advisor Group, LLC 40400.00%0.44%0.89%Q4 2013Q3 202344
East Coast Asset Management, LLC. 44440.11%0.26%0.58%Q4 2012Q3 202344
BALDWIN BROTHERS LLC/MA 43430.01%0.03%0.06%Q2 2013Q4 202343
Baker Avenue Asset Management, LP 2080.00%0.75%2.37%Q2 2013Q3 202343
BRIGHTON JONES LLC 42420.00%2.18%4.80%Q2 2013Q3 202343
BROWN BROTHERS HARRIMAN & CO 43430.00%0.01%0.04%Q1 2013Q3 202343
QCM Cayman, Ltd. 910.09%1.06%2.63%Q2 2013Q3 202143
CARRET ASSET MANAGEMENT, LLC 43430.06%0.37%0.86%Q1 2013Q3 202343
BRYN MAWR TRUST Co 43430.58%1.24%1.78%Q1 2013Q3 202343
FRANKLIN RESOURCES INC 3830.00%0.05%0.12%Q2 2013Q3 202343
Ameritas Investment Partners, Inc. 42420.04%0.80%1.22%Q2 2013Q3 202343
Montecito Bank & Trust 43430.37%1.42%2.41%Q2 2013Q4 202343
COMMERCE BANK 43430.73%0.99%1.25%Q1 2013Q3 202343
Harbour Capital Advisors, LLC 22210.78%1.08%1.67%Q1 2013Q4 202343
LYNCH & ASSOCIATES/IN 43430.12%0.32%1.08%Q2 2013Q4 202343
BROWN ADVISORY INC 42420.00%0.16%0.32%Q2 2013Q3 202343
Parkside Financial Bank & Trust 42420.02%2.21%3.01%Q2 2013Q3 202343
Stelac Advisory Services LLC 4210.10%0.54%2.14%Q4 2012Q3 202343
Stairway Partners, LLC 43430.85%5.04%8.81%Q2 2013Q4 202343
JFS WEALTH ADVISORS, LLC 42420.00%0.34%0.65%Q2 2013Q3 202343
DRW Securities, LLC 910.01%0.61%5.23%Q2 2013Q3 202343
SHEETS SMITH WEALTH MANAGEMENT 43430.04%0.59%0.88%Q1 2013Q3 202343
FIFTH THIRD BANCORP 42420.50%0.75%1.13%Q2 2013Q3 202342
Legacy Wealth Management, Inc 42420.93%5.11%11.43%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.12%0.24%0.57%Q2 2013Q3 202342
KANAWHA CAPITAL MANAGEMENT LLC 42421.31%1.57%1.92%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.50%0.61%0.78%Q2 2013Q3 202342
Portland Global Advisors LLC 42422.14%2.72%3.29%Q2 2013Q3 202342
Retirement Planning Group, LLC 42420.06%0.28%0.62%Q2 2013Q3 202342
FIRST MERCHANTS CORP 42420.34%0.58%1.20%Q2 2013Q3 202342
Fiera Capital Corp 42420.01%0.02%0.06%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.01%0.04%0.15%Q2 2013Q3 202342
SEGALL BRYANT & HAMILL, LLC 3570.04%0.08%0.13%Q1 2013Q3 202342
BOK Financial Private Wealth, Inc. 42420.25%0.89%1.74%Q2 2013Q3 202342
Geller Advisors LLC 42420.33%1.90%6.76%Q2 2013Q3 202342
Evensky & Katz LLC 42420.03%0.22%1.01%Q2 2013Q3 202342
JMG Financial Group, Ltd. 42420.30%0.95%2.05%Q2 2013Q3 202342
HERITAGE INVESTORS MANAGEMENT CORP 42420.14%0.24%0.32%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
MYCIO WEALTH PARTNERS, LLC 42420.08%1.30%2.41%Q2 2013Q3 202342
Mariner, LLC 42420.05%0.77%2.59%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.15%1.12%2.80%Q2 2013Q3 202342
FRONT BARNETT ASSOCIATES LLC 42420.20%0.36%0.64%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.03%0.10%0.86%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.13%0.41%0.80%Q2 2013Q3 202342
Ledyard National Bank 42420.00%0.04%0.10%Q2 2013Q3 202342
Smithfield Trust Co 42420.54%0.96%1.54%Q2 2013Q3 202342
HBK Sorce Advisory LLC 42420.05%0.11%0.19%Q2 2013Q3 202342
DUBUQUE BANK & TRUST CO 42420.01%0.65%3.49%Q2 2013Q3 202342
ROTHSCHILD INVESTMENT LLC /IL 42420.08%0.48%1.10%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.01%0.05%0.44%Q2 2013Q3 202342
Aureus Asset Management, LLC 42420.06%0.14%0.30%Q2 2013Q3 202342
Dorsey & Whitney Trust CO LLC 42420.08%0.36%0.65%Q2 2013Q3 202342
MOTCO 42420.00%0.01%0.03%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.01%0.01%0.02%Q2 2013Q3 202342
TWIN FOCUS CAPITAL PARTNERS, LLC 42420.26%0.96%2.01%Q2 2013Q3 202342
Paragon Capital Management LLC 42420.13%1.63%3.01%Q2 2013Q3 202342
Palisades Hudson Asset Management, L.P. 42420.28%0.36%0.48%Q2 2013Q3 202342
GUYASUTA INVESTMENT ADVISORS INC 42420.07%0.14%0.84%Q2 2013Q3 202342
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 42420.40%0.60%0.87%Q2 2013Q3 202342
AMG National Trust Bank 42421.80%4.79%6.54%Q2 2013Q3 202342
HM PAYSON & CO 42420.01%0.16%0.42%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.05%0.17%Q2 2013Q3 202342
INTRUST BANK NA 42420.09%0.15%0.25%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.95%1.44%1.81%Q2 2013Q3 202342
Rafferty Asset Management, LLC 42420.14%5.62%9.44%Q2 2013Q3 202342
First Horizon Advisors, Inc. 4110.53%1.51%17.64%Q3 2012Q3 202342
BOSTON FAMILY OFFICE LLC 42420.09%0.12%0.14%Q2 2013Q3 202342
PEAK6 Group LLC 1310.00%0.09%0.81%Q2 2013Q2 201842
Laurion Capital Management LP 1110.03%1.87%7.70%Q1 2015Q3 202342
Marquette Asset Management, LLC 42421.00%2.26%3.57%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.24%0.56%1.60%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.53%1.24%2.27%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.13%0.88%2.70%Q2 2013Q3 202342
DUMONT & BLAKE INVESTMENT ADVISORS LLC 42421.13%1.64%2.14%Q2 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.42%1.27%2.81%Q2 2013Q3 202342
INTERACTIVE FINANCIAL ADVISORS, INC. 42420.12%0.33%1.07%Q2 2013Q3 202342
NTV ASSET MANAGEMENT LLC 42420.42%0.63%1.16%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.20%0.57%1.42%Q2 2013Q3 202342
AMARILLO NATIONAL BANK 42422.38%4.43%6.38%Q2 2013Q3 202342
BOSTON FINANCIAL MANGEMENT LLC 42420.12%0.49%1.16%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.46%0.65%0.86%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.02%0.13%0.25%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.01%0.09%0.94%Q2 2013Q3 202342
CAPE COD FIVE CENTS SAVINGS BANK 42420.59%1.74%4.24%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.09%0.16%0.28%Q2 2013Q3 202342
Birch Hill Investment Advisors LLC 42420.08%0.17%0.29%Q2 2013Q3 202342
Segment Wealth Management, LLC 42420.06%0.24%1.10%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.02%0.42%1.62%Q2 2013Q3 202342
NBT BANK N A /NY 42420.54%1.19%1.74%Q2 2013Q3 202342
Crestwood Advisors Group, LLC 42420.02%0.07%0.23%Q2 2013Q3 202342
Busey Bank 42421.06%2.60%4.11%Q2 2013Q3 202342
MORGAN STANLEY 42420.24%0.71%1.76%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.27%0.91%1.60%Q2 2013Q3 202342
Strategic Financial Services, Inc, 42420.03%2.58%6.55%Q2 2013Q3 202342
ASPIRIANT, LLC 42420.08%0.70%2.09%Q2 2013Q3 202342
DAVIS R M INC 42420.03%0.05%0.08%Q2 2013Q3 202342
MOODY LYNN & LIEBERSON, LLC 42420.08%0.53%2.83%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.01%0.09%0.17%Q2 2013Q3 202342
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 42420.59%0.70%0.82%Q2 2013Q3 202342
CONNORS INVESTOR SERVICES INC 42422.19%3.13%6.13%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.01%0.10%0.38%Q2 2013Q3 202342
Janney Capital Management LLC 42420.23%1.77%3.82%Q2 2013Q3 202342
Jasper Ridge Partners, L.P. 42420.35%0.53%1.02%Q2 2013Q3 202342
AMERICAN NATIONAL BANK 42420.04%0.10%0.20%Q2 2013Q3 202342
LS Investment Advisors, LLC 42420.17%0.31%0.69%Q2 2013Q3 202342
JNBA Financial Advisors 42420.02%0.21%7.05%Q2 2013Q3 202342
GREAT LAKES ADVISORS, LLC 42420.03%0.22%0.50%Q2 2013Q3 202342
Waverly Advisors, LLC 42420.34%0.92%8.58%Q2 2013Q3 202342
MERITAGE PORTFOLIO MANAGEMENT 42420.03%0.05%0.10%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.06%0.39%0.95%Q2 2013Q3 202342
SIGNATUREFD, LLC 42420.02%2.98%8.88%Q2 2013Q3 202342
Sandy Spring Bank 42420.02%0.12%0.20%Q2 2013Q3 202342
Hilltop Holdings Inc. 42420.15%0.87%2.50%Q2 2013Q3 202342
WASHINGTON TRUST Co 42421.66%2.69%3.64%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.83%1.23%1.50%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.11%0.20%0.26%Q2 2013Q3 202342
Colonial Trust Advisors 42420.06%0.27%0.56%Q2 2013Q3 202342
Edge Wealth Management LLC 42420.00%1.61%5.14%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.77%2.22%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.07%0.44%1.34%Q2 2013Q3 202342
BOSTON RESEARCH & MANAGEMENT INC 42421.10%1.78%2.87%Q2 2013Q3 202342
Acropolis Investment Management, LLC 42420.21%0.36%0.61%Q2 2013Q3 202342
Estate Counselors, LLC 42420.61%3.27%8.12%Q2 2013Q3 202342
LOWE BROCKENBROUGH & CO INC 42420.04%0.13%0.21%Q2 2013Q3 202342
Sabal Trust CO 42420.03%0.10%0.17%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.07%0.37%2.14%Q2 2013Q3 202342
SMITH CHAS P & ASSOCIATES PA CPAS 42420.08%0.12%0.33%Q2 2013Q3 202342
Consolidated Investment Group LLC 42420.45%1.99%3.88%Q2 2013Q3 202342
SIGMA INVESTMENT COUNSELORS INC 42420.34%0.66%1.20%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.03%0.07%0.12%Q2 2013Q4 202342
Goelzer Investment Management, Inc. 42420.03%0.06%0.11%Q2 2013Q3 202342
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.02%0.04%0.21%Q2 2013Q3 202342
Baystate Wealth Management LLC 42420.01%2.69%9.00%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.21%0.32%0.50%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.01%0.09%0.31%Q2 2013Q3 202342
Coastline Trust Co 42420.34%0.81%2.32%Q2 2013Q3 202342
CULBERTSON A N & CO INC 42421.20%1.69%2.13%Q2 2013Q3 202342
PITCAIRN CO 42420.03%0.28%1.19%Q2 2013Q3 202342
Windsor Capital Management, LLC 42420.26%0.35%0.44%Q2 2013Q3 202342
WATERS PARKERSON & CO., LLC 42420.58%0.88%1.10%Q2 2013Q3 202342
ST GERMAIN D J CO INC 3930.00%0.12%0.16%Q2 2013Q4 202342
MONTAG A & ASSOCIATES INC 42420.11%0.33%1.44%Q2 2013Q3 202342
MOLLER FINANCIAL SERVICES 42422.48%4.82%8.71%Q2 2013Q3 202342
Madden Advisory Services, Inc. 42420.19%0.29%1.58%Q2 2013Q3 202342
Aspen Investment Management Inc 42421.41%2.77%4.08%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.07%0.20%0.37%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.08%0.26%0.54%Q2 2013Q3 202342
Ramsay, Stattman, Vela & Price, Inc. 42421.54%2.89%4.49%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.03%0.74%2.90%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42420.19%0.42%0.71%Q2 2013Q3 202342
FineMark National Bank & Trust 42421.46%2.36%3.95%Q2 2013Q3 202342
LBMC INVESTMENT ADVISORS, LLC 424212.93%15.99%18.63%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.51%1.60%2.57%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.00%0.04%Q2 2013Q3 202342
CHATHAM CAPITAL GROUP, INC. 42420.26%0.44%1.12%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.02%0.04%0.12%Q2 2013Q3 202342
1ST SOURCE BANK 42420.63%1.63%3.64%Q2 2013Q3 202342
US BANCORP \DE\ 42420.24%0.53%1.07%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 42420.00%0.65%1.85%Q2 2013Q3 202342
RIVERBRIDGE PARTNERS LLC 42420.01%0.06%0.28%Q2 2013Q3 202342
MERIDIAN MANAGEMENT CO 42420.13%0.16%0.27%Q2 2013Q3 202342
Cetera Advisors LLC 42420.27%0.55%1.02%Q2 2013Q3 202342
PROFFITT & GOODSON INC 42422.14%4.26%6.72%Q2 2013Q3 202342
WEDGEWOOD INVESTORS INC /PA/ 42420.30%0.49%0.80%Q2 2013Q3 202342
SHELTON CAPITAL MANAGEMENT 42420.01%0.13%0.34%Q2 2013Q3 202342
CENTRAL BANK & TRUST CO 42420.73%1.52%3.30%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.07%0.11%0.29%Q2 2013Q3 202342
FIRST NATIONAL BANK OF OMAHA 42420.03%0.06%0.12%Q2 2013Q3 202342
FIRST HAWAIIAN BANK 42420.06%0.48%1.54%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.06%0.14%0.43%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42420.10%0.18%0.34%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.02%0.05%0.06%Q2 2013Q3 202342
Savant Capital, LLC 42420.06%0.18%0.68%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.16%0.43%0.92%Q2 2013Q3 202342
WADE G W & INC 42420.11%0.34%1.17%Q2 2013Q3 202342
MONETARY MANAGEMENT GROUP INC 42420.26%0.43%0.72%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.01%0.02%0.04%Q2 2013Q3 202342
HANCOCK WHITNEY CORP 42420.01%0.21%0.80%Q2 2013Q3 202342
McKinley Carter Wealth Services, Inc. 42420.42%0.97%2.40%Q2 2013Q3 202342
Accredited Investors Inc. 42423.38%11.77%22.39%Q2 2013Q3 202342
STOCK YARDS BANK & TRUST CO 42420.47%1.38%2.35%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42420.42%0.69%0.87%Q2 2013Q3 202342
WEALTHCARE CAPITAL MANAGEMENT LLC 42420.03%0.09%0.14%Q2 2013Q3 202342
WHITE PINE CAPITAL LLC 42420.00%0.23%0.35%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.01%0.04%0.09%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.88%1.81%2.47%Q2 2013Q3 202342
1834 INVESTMENT ADVISORS CO 42420.15%0.22%0.52%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.05%0.10%0.15%Q2 2013Q3 202342
BSW Wealth Partners 42422.00%3.30%7.36%Q2 2013Q3 202342
NICHOLS & PRATT ADVISERS LLP /MA 42420.07%0.18%0.36%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.05%0.22%0.72%Q2 2013Q3 202342
West Coast Financial LLC 42420.19%0.40%0.76%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.05%0.15%0.27%Q2 2013Q3 202342
OPTIMUM INVESTMENT ADVISORS 3470.04%0.39%0.75%Q3 2013Q4 202341
Diversified Trust Co 3710.44%0.94%2.62%Q2 2013Q4 202341
Tower Research Capital LLC (TRC) 3380.00%3.01%16.41%Q2 2013Q3 202341
Valmark Advisers, Inc. 24240.00%0.02%0.10%Q4 2017Q3 202341
INTEGRAL DERIVATIVES, LLC 18180.01%0.13%1.09%Q4 2013Q1 201841
COLONY GROUP LLC 41410.13%0.28%0.68%Q3 2013Q3 202341
Janney Montgomery Scott LLC 41410.13%0.24%0.78%Q3 2013Q3 202341
Hirtle Callaghan & Co LLC 41410.09%0.40%2.36%Q3 2013Q3 202341
BERKSHIRE ASSET MANAGEMENT LLC/PA 3560.08%0.19%0.49%Q2 2013Q3 202341
FDx Advisors, Inc. 41410.04%0.38%0.82%Q3 2013Q3 202341
PINNACLE ASSOCIATES LTD 41410.00%0.05%0.23%Q3 2013Q3 202341
ASSETMARK, INC 41410.00%0.03%0.71%Q3 2013Q3 202341
Gradient Investments LLC 24170.00%0.31%2.40%Q2 2013Q3 202341
DUNCKER STREETT & CO INC 25160.02%0.04%0.08%Q2 2013Q3 202341
AMERICAN INTERNATIONAL GROUP, INC. 28130.00%0.03%0.08%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.05%0.14%0.32%Q2 2013Q2 202341
Prospera Financial Services Inc 23180.06%0.35%1.80%Q2 2013Q3 202341
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 28130.01%0.10%0.19%Q2 2013Q3 202341
Peak Asset Management, LLC 36360.00%1.29%3.45%Q4 2014Q3 202341
SouthState Corp 27140.03%0.17%0.52%Q2 2013Q3 202341
Skylands Capital, LLC 3830.01%0.03%0.07%Q2 2013Q3 202341
COURIER CAPITAL LLC 24170.58%1.35%1.81%Q2 2013Q3 202341
BOOTHBAY FUND MANAGEMENT, LLC 1110.01%0.54%2.96%Q4 2014Q3 202341
GLENMEDE TRUST CO NA 21200.20%0.32%0.57%Q2 2013Q3 202341
Financial Architects, Inc 3640.02%0.14%0.29%Q2 2013Q2 202341
SCHRODER INVESTMENT MANAGEMENT GROUP 3470.00%0.04%0.24%Q2 2013Q3 202341
MAI Capital Management 36360.00%1.23%1.95%Q4 2014Q3 202341
DEUTSCHE BANK AG\ 2360.00%0.14%1.22%Q3 2013Q3 202341
METROPOLITAN LIFE INSURANCE CO/NY 3470.15%0.69%1.62%Q2 2013Q3 202341
Choate Investment Advisors 21200.05%0.14%0.32%Q2 2013Q3 202341
BRADLEY FOSTER & SARGENT INC/CT 28130.03%0.10%0.18%Q2 2013Q3 202341
First Financial Bank - Trust Division 41410.72%4.54%8.32%Q4 2013Q4 202341
WESBANCO BANK INC 30110.14%0.37%0.88%Q2 2013Q3 202341
North Star Investment Management Corp. 41410.03%0.07%0.40%Q3 2013Q3 202341
Parkside Advisors LLC 41414.46%6.84%10.14%Q4 2013Q4 202341
FORVIS Wealth Advisors, LLC 41410.07%0.52%2.42%Q3 2013Q3 202341
FULTON BANK, N.A. 30110.02%0.08%0.16%Q2 2013Q4 202341
CAPTRUST FINANCIAL ADVISORS 29120.01%0.93%7.54%Q2 2013Q3 202341
MIDDLETON & CO INC/MA 3920.18%0.25%0.31%Q2 2013Q3 202341
CWM, LLC 2780.00%0.12%1.92%Q4 2014Q3 202341
FINANCIAL COUNSELORS INC 28130.08%0.18%0.32%Q2 2013Q3 202341
CAMBRIDGE TRUST CO 24170.01%0.15%1.32%Q2 2013Q3 202341
SIGNET FINANCIAL MANAGEMENT, LLC 1440.00%0.06%0.16%Q1 2015Q2 202240
Rathbones Group PLC 3910.02%0.07%0.10%Q3 2013Q3 202340
Parsec Financial Management, Inc. 40400.17%0.31%0.42%Q2 2013Q1 202340
PEDDOCK CAPITAL ADVISORS, LLC 40400.82%1.34%2.30%Q4 2013Q3 202340
Oakworth Capital, Inc. 40400.01%0.96%5.05%Q4 2013Q3 202340
Allianz Asset Management GmbH 2710.00%0.20%1.80%Q2 2013Q3 202340
SHAPIRO CAPITAL MANAGEMENT LLC 2190.01%0.40%1.36%Q2 2013Q3 202340
Bollard Group LLC 40400.00%0.02%0.16%Q4 2013Q3 202340
HIGHLAND CAPITAL MANAGEMENT, LLC 40400.04%0.10%0.19%Q4 2013Q3 202340
SMITH, MOORE & CO. 40401.02%1.32%1.67%Q4 2013Q3 202340
Thomasville National Bank 27130.05%0.11%0.23%Q2 2013Q3 202340
MACROVIEW INVESTMENT MANAGEMENT LLC 28280.01%0.37%2.02%Q4 2016Q3 202340
FIRST MANHATTAN CO. LLC. 40400.00%0.00%0.00%Q4 2013Q3 202340
LINCOLN NATIONAL CORP 40400.08%0.21%0.43%Q4 2013Q3 202340
Bouchey Financial Group Ltd 40400.30%0.60%1.60%Q4 2013Q3 202340
Ascent Wealth Partners, LLC 40401.03%2.46%3.16%Q4 2013Q3 202340
Raab & Moskowitz Asset Management LLC 40400.17%0.35%0.60%Q4 2013Q3 202340
STRATEGIC INVESTMENT MANAGEMENT, LLC 40400.26%4.43%25.98%Q4 2013Q3 202340
D. SCOTT NEAL, INC. 40400.13%4.56%13.10%Q4 2013Q3 202340
FAS Wealth Partners, Inc. 40400.16%0.34%0.66%Q4 2013Q3 202340
CITY HOLDING CO 40400.47%0.70%1.13%Q4 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.01%0.05%0.22%Q4 2013Q3 202340
Sigma Planning Corp 36360.05%0.33%3.80%Q4 2014Q3 202340
HOLLENCREST CAPITAL MANAGEMENT 40400.04%0.20%0.37%Q4 2013Q3 202340
EVERMAY WEALTH MANAGEMENT LLC 40400.44%1.24%5.67%Q4 2013Q3 202340
Avior Wealth Management, LLC 40400.07%0.26%0.70%Q4 2013Q3 202340
Perigon Wealth Management, LLC 3010.00%0.56%1.12%Q3 2011Q3 202340
COMERICA BANK 3910.03%0.18%0.35%Q2 2013Q3 202340
FCA CORP /TX 40400.13%0.58%1.05%Q4 2013Q3 202340
PEAPACK GLADSTONE FINANCIAL CORP 40400.02%0.28%1.22%Q4 2013Q3 202340
EFG Asset Management (Americas) Corp. 40401.80%5.07%14.24%Q4 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.06%0.21%0.66%Q4 2013Q4 202340
NAPLES GLOBAL ADVISORS, LLC 40400.09%0.16%0.33%Q4 2013Q3 202340
Tarbox Family Office, Inc. 40402.40%5.65%9.71%Q4 2013Q3 202340
Evanson Asset Management, LLC 40400.13%0.41%0.85%Q4 2013Q3 202340
DOWLING & YAHNKE LLC 38380.05%0.15%0.22%Q2 2013Q3 202240
Private Ocean, LLC 40400.13%0.36%0.61%Q4 2013Q3 202340
MASON STREET ADVISORS, LLC 1930.10%2.24%16.28%Q2 2013Q3 202340
TD Capital Management LLC 3550.01%0.02%0.03%Q2 2013Q3 202340
Cranbrook Wealth Management, LLC 40400.37%0.63%1.10%Q4 2013Q3 202340
Atria Investments, Inc 2420.02%0.22%0.93%Q2 2013Q3 202340
GAMBLE JONES INVESTMENT COUNSEL 39390.05%0.07%0.08%Q2 2013Q4 202239
Moreno Evelyn V 3540.51%0.89%1.16%Q4 2013Q3 202339
One Capital Management, LLC 39390.03%0.24%0.50%Q1 2014Q3 202339
St. Johns Investment Management Company, LLC 39391.40%2.62%4.08%Q1 2014Q3 202339
RKL Wealth Management LLC 39390.10%0.29%0.53%Q1 2014Q3 202339
WASHINGTON TRUST BANK 39390.07%0.14%0.23%Q1 2014Q3 202339
NORTHEAST INVESTMENT MANAGEMENT 25140.02%0.02%0.03%Q4 2013Q3 202339
Regal Investment Advisors LLC 2710.03%0.51%2.65%Q2 2013Q3 202339
ROCKLAND TRUST CO 39390.01%0.06%0.11%Q1 2014Q3 202339
CHOREO, LLC 39390.62%2.27%4.30%Q1 2014Q3 202339
BANQUE PICTET & CIE SA 3360.01%0.33%5.49%Q4 2013Q3 202339
RHUMBLINE ADVISERS 3310.00%0.01%0.03%Q2 2013Q3 202339
PETTYJOHN, WOOD & WHITE, INC 39390.08%0.13%0.19%Q1 2014Q3 202339
Nuveen Asset Management, LLC 2510.00%0.03%0.45%Q2 2013Q3 202339
Autus Asset Management, LLC 39390.11%0.18%0.24%Q2 2013Q4 202239
STIFEL FINANCIAL CORP 39390.08%0.14%0.28%Q1 2014Q3 202339
BANK OF THE WEST 39390.17%0.41%0.76%Q2 2013Q4 202239
COUNTRY TRUST BANK 39390.29%0.72%1.08%Q2 2014Q4 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.20%0.24%0.30%Q2 2013Q4 202239
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2640.13%0.28%0.54%Q3 2013Q3 202339
BRIGADE CAPITAL MANAGEMENT, LP 810.49%10.80%34.96%Q2 2013Q1 202339
CIBC Private Wealth Group, LLC 39390.08%0.19%0.37%Q1 2014Q3 202339
Rex Capital Advisors, LLC 39397.68%14.74%17.98%Q2 2013Q4 202239
Mathes Company, Inc. 3720.61%1.16%1.75%Q4 2013Q3 202339
Round Table Services, LLC 38382.93%5.96%13.04%Q2 2013Q3 202238
ARGI Investment Services, LLC 3610.00%0.06%0.12%Q3 2013Q4 202238
EATON VANCE MANAGEMENT 38380.00%0.01%0.04%Q2 2013Q3 202238
BUCKINGHAM STRATEGIC WEALTH, LLC 38380.18%0.37%0.60%Q2 2014Q3 202338
HM Capital Management, LLC 38380.31%1.03%4.06%Q2 2013Q3 202238
Capital Advantage, Inc. 22160.53%0.76%1.45%Q4 2013Q2 202338
MOGY JOEL R INVESTMENT COUNSEL INC 2830.01%0.13%0.25%Q2 2013Q3 202338
Perkins Coie Trust Co 3530.02%0.19%0.79%Q1 2014Q3 202338
Maryland Capital Management 38380.17%0.39%0.75%Q2 2013Q3 202238
SOL Capital Management CO 3440.07%0.38%1.22%Q1 2014Q3 202338
Covington Capital Management 38380.25%0.65%1.05%Q2 2013Q3 202238
Granite Point Capital Management, L.P. 920.01%16.50%55.14%Q4 2013Q2 202238
Capital Directions Investment Advisors, LLC 3175.59%9.56%21.94%Q2 2013Q4 202238
FOSTER DYKEMA CABOT & CO INC/MA 38380.04%0.10%0.34%Q2 2014Q3 202338
BALASA DINVERNO & FOLTZ LLC 38380.03%0.05%0.08%Q2 2013Q3 202238
BRR OpCo, LLC 38380.24%0.46%0.64%Q2 2013Q3 202238
FOUNDERS FINANCIAL SECURITIES LLC 26120.05%0.54%12.49%Q4 2013Q3 202338
Van Cleef Asset Management,Inc 23140.08%0.11%0.15%Q2 2014Q3 202337
NEUMEIER POMA INVESTMENT COUNSEL LLC 2710.08%1.41%2.78%Q2 2013Q3 202337
Plancorp, LLC 2890.02%0.20%0.58%Q4 2013Q3 202337
FEDERATED HERMES, INC. 1410.00%0.06%0.42%Q2 2014Q3 202337
Ancora Advisors LLC 3210.03%0.12%1.02%Q2 2014Q3 202337
Lowe Wealth Advisors, LLC 37370.01%0.27%1.20%Q4 2014Q4 202337
Advisory Services Network, LLC 2720.01%0.17%0.76%Q4 2013Q3 202337
TRUSTCORE FINANCIAL SERVICES, LLC 21210.00%0.06%0.27%Q4 2017Q4 202237
CHARTIST INC /CA/ 1532.07%9.70%27.94%Q2 2013Q3 202337
HOWE & RUSLING INC 37370.00%0.07%0.37%Q3 2014Q3 202337
PICTET BANK & TRUST Ltd 3520.15%2.82%35.08%Q4 2013Q2 202337
Archford Capital Strategies, LLC 2230.01%0.29%0.51%Q1 2014Q3 202337
Stillwater Investment Management, LLC 21160.23%3.05%8.05%Q4 2013Q1 202337
OLD NATIONAL BANCORP /IN/ 37370.36%0.56%0.86%Q3 2014Q3 202337
DIXON HUBARD FEINOUR & BROWN INC/VA 37370.06%0.78%2.94%Q2 2013Q2 202237
CAPE ANN SAVINGS BANK 1710.73%1.84%2.84%Q2 2013Q3 202337
Annex Advisory Services, LLC 14110.02%0.11%0.67%Q2 2013Q3 202337
FIRST CITIZENS BANK & TRUST CO 3610.03%0.23%0.41%Q1 2014Q3 202337
PREMIER ASSET MANAGEMENT LLC 22150.07%0.87%5.20%Q3 2013Q4 202237
Freestone Capital Holdings, LLC 3310.01%0.27%0.90%Q3 2013Q3 202337
ENTERPRISE FINANCIAL SERVICES CORP 37370.35%0.99%1.57%Q2 2013Q2 202237
Dakota Wealth Management 36360.02%2.51%4.83%Q4 2014Q3 202337
SpiderRock Advisors, LLC 23230.00%0.73%3.95%Q1 2018Q3 202337
Compagnie Lombard Odier SCmA 26110.00%0.06%0.24%Q4 2013Q3 202337
Stratos Wealth Partners, LTD. 37370.08%0.36%0.89%Q3 2014Q3 202337
Channing Capital Management, LLC 37370.02%0.13%0.37%Q2 2014Q2 202337
GHP Investment Advisors, Inc. 3610.02%0.04%0.07%Q2 2014Q3 202337
Klingman & Associates, LLC 36360.47%0.97%1.60%Q4 2014Q3 202336
Glenview Trust Co 2810.06%0.61%0.82%Q4 2008Q3 202336
KINGS POINT CAPITAL MANAGEMENT 36360.04%0.07%0.14%Q2 2013Q1 202236
OLD SECOND NATIONAL BANK OF AURORA 36360.14%0.19%0.24%Q4 2014Q3 202336
Barrett Asset Management, LLC 36360.01%0.02%0.07%Q2 2013Q1 202236
BAILARD, INC. 3150.07%0.10%0.23%Q3 2014Q3 202336
Spot Trading L.L.C 15150.00%0.19%0.91%Q2 2013Q4 201636
Glassman Wealth Services 36360.07%0.32%0.61%Q4 2014Q3 202336
Lombard Odier Asset Management (USA) Corp 810.04%2.25%11.31%Q3 2013Q3 202336
Meristem Family Wealth, LLC 36360.52%1.33%2.01%Q2 2013Q1 202236
Haverford Trust Co 36360.01%0.04%0.15%Q4 2014Q3 202336
QVR LLC 1210.06%16.34%85.94%Q4 2017Q3 202336
INVESTMENT PARTNERS, LTD. 36360.26%0.62%1.33%Q4 2014Q3 202336
Landmark Financial Advisors, LLC 36360.13%1.27%4.16%Q4 2014Q3 202336
Alexandria Capital, LLC 34340.00%0.96%2.29%Q2 2013Q3 202136
People's United Financial, Inc. 36360.06%0.63%2.31%Q2 2013Q1 202236
Azimuth Capital Management LLC 36360.09%0.17%0.35%Q2 2013Q1 202236
First Heartland Consultants, Inc. 23130.03%1.16%4.50%Q2 2013Q3 202336
Litman Gregory Wealth Management LLC 2920.16%2.48%5.11%Q2 2013Q3 202336
TORONTO DOMINION BANK 1910.00%0.39%2.29%Q1 2013Q3 202336
BTC Capital Management, Inc. 21151.26%1.97%3.11%Q3 2014Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.04%0.18%0.64%Q4 2014Q3 202336
Cambridge Advisors Inc. 36360.24%0.39%0.61%Q4 2014Q3 202336
TELEMUS CAPITAL, LLC 3230.07%1.12%3.92%Q3 2013Q3 202336
Chicago Partners Investment Group LLC 36360.00%0.21%0.49%Q4 2014Q3 202336
Mengis Capital Management, Inc. 36360.11%0.25%0.49%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 35350.00%0.01%0.05%Q1 2015Q3 202336
Bluefin Trading, LLC 1010.00%0.12%0.94%Q1 2014Q2 202036
Orca Investment Management, LLC 24120.59%1.20%2.25%Q4 2013Q3 202336
Godshalk Welsh Capital Management, Inc. 36360.00%1.79%2.21%Q4 2014Q3 202336
Family Firm, Inc. 36360.29%0.35%0.46%Q4 2014Q3 202336
Diversified Portfolios, Inc. 36361.36%3.44%5.21%Q4 2014Q3 202336
Neumann Capital Management, LLC 36360.40%0.56%0.74%Q4 2014Q3 202336
STERLING INVESTMENT ADVISORS LLC /ADV 36361.19%1.52%1.88%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.01%0.04%0.33%Q2 2013Q1 202236
Essex Financial Services, Inc. 1730.05%0.15%0.22%Q2 2013Q3 202336
Chesley Taft & Associates LLC 36360.02%0.02%0.03%Q4 2014Q3 202336
Caprock Group, LLC 36360.10%0.49%4.98%Q4 2014Q3 202336
Analyst IMS Investment Management Services Ltd. 36360.09%0.67%2.54%Q4 2014Q3 202336
Community Bank, N.A. 36360.00%0.09%0.18%Q4 2014Q3 202336
SPINNAKER TRUST 36360.07%0.10%0.16%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.01%0.13%0.65%Q4 2014Q3 202336
REILLY FINANCIAL ADVISORS, LLC 35350.04%0.05%0.12%Q2 2013Q4 202135
Simplicity Solutions, LLC 2870.04%0.93%9.83%Q4 2014Q3 202335
ADELL HARRIMAN & CARPENTER INC 35350.07%0.12%0.18%Q1 2015Q3 202335
Crossvault Capital Management LLC 35350.13%0.36%0.63%Q4 2013Q2 202235
FIDUCIARY TRUST CO 35350.01%0.18%0.40%Q1 2015Q3 202335
REGENTATLANTIC CAPITAL LLC 2690.06%0.16%0.59%Q4 2013Q3 202235
Hudock, Inc. 35350.01%0.06%0.54%Q1 2014Q3 202235
McCutchen Group LLC 35350.05%0.11%0.30%Q1 2014Q3 202235
PARTHENON LLC 35350.08%0.17%0.24%Q1 2015Q3 202335
Allworth Financial LP 35350.00%0.07%0.35%Q1 2015Q3 202335
Schonfeld Strategic Advisors LLC 1410.00%0.13%0.84%Q1 2016Q3 202335
JAG CAPITAL MANAGEMENT, LLC 2630.02%0.46%1.13%Q3 2013Q3 202335
Carroll Financial Associates, Inc. 35350.01%0.02%0.08%Q2 2013Q4 202135
FIRST MIDWEST BANK TRUST DIVISION 35350.67%1.46%2.65%Q2 2013Q4 202135
Chevy Chase Trust Holdings, LLC 35350.00%0.03%0.82%Q2 2013Q4 202135
Alley Co LLC 35350.08%0.42%0.82%Q2 2013Q4 202135
NATIXIS 1720.00%0.87%3.23%Q2 2013Q3 202335
TOCQUEVILLE ASSET MANAGEMENT L.P. 2010.01%0.04%0.07%Q2 2013Q3 202335
M&R CAPITAL MANAGEMENT INC 3050.01%0.25%0.46%Q3 2013Q4 202335
Bragg Financial Advisors, Inc 35350.04%0.07%0.10%Q1 2015Q3 202335
IFP Advisors, Inc 17140.00%0.28%0.71%Q4 2015Q3 202335
ROPES WEALTH ADVISORS LLC 35350.12%0.38%0.91%Q1 2015Q3 202335
PATTEN & PATTEN INC/TN 3410.03%0.13%0.21%Q4 2013Q3 202335
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 18170.08%0.43%2.28%Q4 2014Q3 202335
Opus Capital Group, LLC 35350.04%0.36%0.74%Q1 2015Q3 202335
PROVIDA PENSION FUND ADMINISTRATOR 1490.02%2.76%10.27%Q4 2013Q4 202235
Aristotle Capital Boston, LLC 35350.48%0.96%2.15%Q1 2015Q3 202335
Swan Global Investments, LLC 35350.02%1.10%2.19%Q1 2015Q3 202335
Horrell Capital Management, Inc. 1830.00%0.04%0.14%Q2 2013Q3 202335
PIONEER TRUST BANK N A/OR 35350.16%0.21%0.29%Q1 2015Q3 202335
Patten Group, Inc. 3410.02%0.19%0.36%Q4 2014Q3 202335
MATRIX ASSET ADVISORS INC/NY 35350.03%0.14%0.28%Q1 2015Q3 202335
SCOPUS ASSET MANAGEMENT, L.P. 1410.17%2.80%14.78%Q2 2013Q3 202335
Bray Capital Advisors 3052.42%3.47%4.36%Q4 2014Q3 202335
Emery Howard Portfolio Management, Inc. 35352.71%4.44%6.13%Q2 2013Q4 202135
APERIMUS CAPITAL, LLC 34344.96%31.54%40.90%Q1 2013Q2 202134
Sharkey, Howes & Javer 3310.20%0.79%1.46%Q1 2015Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.14%0.58%2.44%Q2 2015Q3 202334
Addison Capital Co 3130.16%0.48%1.83%Q4 2014Q3 202334
UBS OCONNOR LLC 1010.00%0.06%0.32%Q2 2013Q3 202334
Invesco Ltd. 1020.00%0.00%0.01%Q2 2013Q1 202334
Winfield Associates, Inc. 34340.15%0.17%0.23%Q4 2013Q1 202234
NEW SOUTH CAPITAL MANAGEMENT INC 2710.01%0.18%0.80%Q2 2013Q4 202234
PUBLIC SECTOR PENSION INVESTMENT BOARD 2010.01%0.33%3.99%Q4 2013Q1 202334
Kovitz Investment Group Partners, LLC 30300.01%0.02%0.12%Q2 2016Q3 202334
LONDON CO OF VIRGINIA 2910.01%0.07%0.57%Q4 2013Q3 202334
VISTA CAPITAL PARTNERS, INC. 2950.04%0.08%0.12%Q2 2013Q3 202334
Granite Investment Advisors, LLC 34340.09%0.24%0.46%Q2 2013Q3 202134
Kovack Advisors, Inc. 2620.00%0.20%1.59%Q4 2012Q3 202334
Koshinski Asset Management, Inc. 18160.04%0.14%0.35%Q4 2014Q3 202334
Psagot Value Holdings Ltd. 34340.10%0.68%1.82%Q2 2013Q3 202134
SECURITY NATIONAL TRUST CO 34340.02%0.05%0.08%Q2 2013Q3 202134
Formidable Asset Management, LLC 1730.10%0.15%0.38%Q3 2013Q3 202334
KWMG, LLC 34340.04%0.60%2.69%Q4 2014Q1 202334
ARCADIA INVESTMENT MANAGEMENT CORP/MI 34340.01%0.81%1.54%Q2 2015Q3 202334
Penn Capital Management Company, LLC 1020.01%0.16%1.03%Q2 2013Q3 202334
Buffington Mohr McNeal 34340.07%0.11%0.15%Q2 2015Q3 202334
ELM ADVISORS, LLC 34340.62%0.71%0.84%Q4 2013Q1 202234
Partnervest Advisory Services LLC 30300.00%1.00%2.95%Q2 2013Q3 202034
BINGHAM OSBORN & SCARBOROUGH LLC 34340.05%0.08%0.13%Q2 2013Q3 202134
Pure Financial Advisors, LLC 1810.01%0.12%0.38%Q2 2013Q4 202334
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.01%0.05%0.26%Q2 2015Q3 202334
DAVENPORT & Co LLC 3210.00%0.01%0.04%Q1 2015Q3 202334
Baird Financial Group, Inc. 34340.43%0.54%0.77%Q2 2015Q3 202334
MISSION WEALTH MANAGEMENT, LP 34340.06%0.10%0.25%Q2 2015Q3 202334
SALEM INVESTMENT COUNSELORS INC 18160.10%0.36%0.75%Q2 2013Q3 202334
D. E. Shaw & Co., Inc. 28280.00%0.02%0.14%Q2 2013Q1 202033
Laird Norton Wetherby Wealth Management, LLC 3010.01%0.11%0.19%Q2 2015Q3 202333
BADGLEY PHELPS & BELL INC 33330.16%0.31%0.80%Q2 2013Q2 202133
Squarepoint Ops LLC 720.00%0.21%1.19%Q2 2016Q3 202333
FLPUTNAM INVESTMENT MANAGEMENT CO 2520.03%0.17%0.40%Q3 2013Q3 202333
QCI ASSET MANAGEMENT INC/NY 2850.01%0.02%0.09%Q2 2013Q3 202133
Endurance Wealth Management, Inc. 33330.01%0.01%0.02%Q2 2015Q2 202333
ProVise Management Group, LLC 33330.05%0.11%0.20%Q3 2015Q3 202333
Cetera Investment Advisers 32320.00%0.47%0.90%Q4 2015Q3 202333
FIRST BUSINESS FINANCIAL SERVICES, INC. 33330.04%1.22%6.10%Q3 2015Q3 202333
Concorde Asset Management, LLC 1730.18%1.09%7.17%Q4 2014Q3 202333
TIEMANN INVESTMENT ADVISORS, LLC 33330.30%0.41%0.54%Q3 2015Q3 202333
CIM, LLC 33330.07%0.13%0.18%Q4 2014Q4 202233
Belvedere Trading LLC 1310.12%5.16%37.77%Q1 2015Q3 202333
BROADWOOD CAPITAL INC 33334.74%9.16%14.85%Q3 2015Q3 202333
Winch Advisory Services, LLC 2820.00%0.30%2.87%Q1 2014Q3 202333
Versant Capital Management, Inc 33330.04%0.08%0.12%Q4 2015Q4 202333
Domani Wealth, LLC 33330.06%1.68%5.50%Q1 2015Q1 202333
VICTORY CAPITAL MANAGEMENT INC 2420.00%0.02%0.16%Q4 2014Q3 202333
ING GROEP NV 2940.00%0.05%0.18%Q3 2013Q4 202133
ANCHOR CAPITAL ADVISORS LLC 3210.01%0.06%0.13%Q4 2014Q3 202333
CLIFFORD SWAN INVESTMENT COUNSEL LLC 33330.01%0.10%0.22%Q3 2015Q3 202333
Valeo Financial Advisors, LLC 25250.00%1.08%2.34%Q3 2017Q3 202333
Moisand Fitzgerald Tamayo, LLC 32320.19%0.47%0.79%Q4 2015Q3 202332
Modera Wealth Management, LLC 3110.05%0.71%2.90%Q4 2013Q3 202332
Pegasus Partners Ltd. 32320.19%0.92%2.07%Q4 2015Q3 202332
NORTHSTAR INVESTMENT ADVISORS LLC 2930.04%0.06%0.10%Q2 2013Q2 202132
Wealth Architects, LLC 32320.10%0.13%0.17%Q4 2015Q3 202332
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 2390.11%0.15%0.21%Q2 2013Q3 202332
Regal Wealth Group, Inc. 32321.07%1.19%1.80%Q4 2015Q3 202332
BBVA USA Bancshares, Inc. 32321.11%1.70%2.25%Q2 2013Q1 202132
Lenox Wealth Advisors, LLC 2750.01%0.05%0.19%Q1 2014Q1 202232
Horan Capital Advisors, LLC. 1630.10%0.17%0.37%Q2 2013Q3 202332
ALESCO ADVISORS LLC 32320.02%0.04%0.08%Q4 2015Q3 202332
PHILADELPHIA TRUST CO 19130.02%0.04%0.06%Q3 2015Q3 202332
Day & Ennis, LLC 32320.24%2.17%5.38%Q4 2015Q3 202332
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1450.00%0.40%1.74%Q4 2014Q3 202332
St. Louis Trust Co 32321.04%2.50%4.25%Q4 2015Q3 202332
TCTC Holdings, LLC 2930.01%0.25%1.16%Q2 2013Q3 202332
Grove Bank & Trust 32320.07%0.34%0.50%Q4 2015Q3 202332
LGL PARTNERS, LLC 32320.06%0.44%1.77%Q4 2015Q3 202332
Colorado Capital Management, Inc. 32320.82%1.03%1.25%Q4 2015Q3 202332
BIRINYI ASSOCIATES INC 2840.13%0.52%1.61%Q2 2013Q4 202132
Berkshire Money Management, Inc. 32320.04%5.09%13.25%Q4 2015Q3 202332
Pinnacle Wealth Management Advisory Group, LLC 32320.11%0.71%1.39%Q4 2015Q3 202332
Boston Trust Walden Corp 2610.00%0.05%0.29%Q4 2013Q3 202332
Anchor Investment Management, LLC 32320.00%0.02%0.05%Q1 2016Q4 202332
NICOLET BANKSHARES INC 32320.42%0.55%0.69%Q4 2015Q3 202332
PRIO WEALTH LIMITED PARTNERSHIP 32320.02%0.03%0.04%Q4 2015Q3 202332
Canal Capital Management, LLC 32320.05%0.22%0.54%Q4 2015Q3 202332
Coe Capital Management, LLC 3110.12%0.53%1.27%Q2 2013Q2 202132
ARROW FINANCIAL CORP 1570.00%0.05%0.23%Q2 2013Q3 202332
MARTIN & CO INC /TN/ 2660.07%0.43%1.16%Q2 2013Q2 202132
UMB Bank, n.a. 32320.37%0.71%1.28%Q4 2015Q3 202332
COLDSTREAM CAPITAL MANAGEMENT INC 2340.04%0.43%1.75%Q2 2015Q3 202332
CITIZENS FINANCIAL GROUP INC/RI 32320.09%1.21%2.87%Q4 2015Q3 202332
Cornerstone Advisory, LLC 32320.04%0.10%0.21%Q4 2015Q3 202332
LOOMIS SAYLES & CO L P 1310.00%0.04%0.56%Q2 2013Q3 202332
PROFESSIONAL ADVISORY SERVICES INC 1410.05%0.05%0.06%Q2 2014Q3 202332
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 32321.26%2.85%4.68%Q4 2015Q3 202332
Jackson, Grant Investment Advisers, Inc. 32320.25%0.60%0.90%Q4 2015Q3 202332
TOMPKINS FINANCIAL CORP 22100.02%0.27%0.76%Q4 2015Q4 202332
Hillsdale Investment Management Inc. 32320.00%0.00%0.02%Q4 2015Q3 202332
Krilogy Financial LLC 2910.00%0.05%0.08%Q3 2015Q1 202331
FAGAN ASSOCIATES, INC. 31310.24%0.43%0.65%Q1 2016Q3 202331
SCHNIEDERS CAPITAL MANAGEMENT LLC 31310.05%0.19%0.42%Q1 2016Q3 202331
IRIDIAN ASSET MANAGEMENT LLC/CT 2810.01%1.42%8.78%Q4 2014Q3 202331
GREAT WEST LIFE ASSURANCE CO /CAN/ 31310.02%0.02%0.04%Q2 2013Q4 202031
ADIRONDACK TRUST CO 31310.00%0.10%0.14%Q1 2016Q3 202331
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2920.08%0.68%4.16%Q2 2013Q1 202131
EARNEST PARTNERS LLC 2010.00%0.01%0.06%Q4 2013Q3 202331
FIRST INTERSTATE BANK 1830.01%0.04%0.07%Q3 2015Q3 202331
WESTWOOD HOLDINGS GROUP INC 2740.01%0.01%0.02%Q4 2015Q3 202331
STEEL GROVE CAPITAL ADVISORS, LLC 1660.05%0.27%0.77%Q2 2013Q3 202331
Sutton Wealth Advisors Inc. 31310.02%0.18%0.44%Q1 2016Q3 202331
Rothschild & Co Wealth Management UK Ltd 31310.00%0.08%0.24%Q1 2014Q3 202131
Vision Capital Management, Inc. 1410.02%0.27%0.60%Q2 2014Q3 202331
Geneos Wealth Management Inc. 31310.18%0.41%0.70%Q1 2016Q3 202331
Apriem Advisors 1710.01%0.12%0.38%Q2 2013Q3 202331
Harel Insurance Investments & Financial Services Ltd. 31310.00%0.02%0.11%Q1 2016Q3 202331
Global Retirement Partners, LLC 2070.00%0.64%1.02%Q4 2016Q3 202331
Concert Wealth Management Inc. 16160.00%0.29%1.74%Q2 2013Q1 201731
Corundum Group, Inc. 20110.47%1.10%2.30%Q4 2015Q3 202331
Transamerica Financial Advisors, Inc. 2310.00%0.05%0.44%Q2 2013Q3 202331
Pinnacle Wealth Planning Services, Inc. 23230.00%0.43%2.32%Q1 2018Q3 202331
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2810.04%0.08%0.12%Q4 2013Q3 202331
Carlton Hofferkamp & Jenks Wealth Management, LLC 3010.16%0.37%0.78%Q2 2015Q3 202331
CenterStar Asset Management, LLC 610.00%0.23%0.96%Q1 2018Q4 202231
Intercontinental Wealth Advisors, LLC 31310.34%0.86%2.27%Q4 2015Q2 202331
Covalent Partners LLC 610.02%5.65%44.52%Q3 2013Q3 202331
Sand Hill Global Advisors, LLC 2830.03%5.52%8.57%Q3 2015Q3 202331
Iowa State Bank 31310.05%0.13%0.16%Q2 2015Q4 202231
Simmons Bank 31310.28%0.56%1.03%Q1 2016Q3 202331
Frontier Wealth Management LLC 31310.04%0.47%0.70%Q4 2014Q2 202231
Whitegate Investment Counselors, Inc. 3010.14%0.28%0.78%Q1 2014Q3 202331
Sheaff Brock Investment Advisors, LLC 2830.03%0.04%0.07%Q4 2015Q3 202331
Capula Management Ltd 910.00%1.04%5.19%Q1 2020Q2 202331
Gerber Kawasaki Wealth & Investment Management 19120.01%0.31%1.02%Q4 2015Q3 202331
Integrated Investment Consultants, LLC 2380.10%0.55%1.31%Q4 2015Q3 202331
M Holdings Securities, Inc. 2230.10%0.53%1.41%Q3 2014Q2 202331
Verger Capital Management LLC 31311.22%2.15%3.63%Q1 2016Q3 202331
Sequoia Financial Advisors, LLC 30300.05%0.69%1.90%Q2 2016Q3 202330
ALERUS FINANCIAL NA 30300.06%3.62%5.34%Q2 2016Q3 202330
LEVEL FOUR ADVISORY SERVICES, LLC 28280.04%0.24%0.63%Q4 2016Q3 202330
TRILLIUM ASSET MANAGEMENT, LLC 1310.01%0.02%0.05%Q2 2013Q3 202330
Main Management LLC 1630.01%2.76%10.11%Q2 2013Q3 202330
VICUS CAPITAL 2710.02%0.75%7.43%Q2 2013Q2 202230
Occidental Asset Management, LLC 30300.19%0.35%0.73%Q2 2016Q3 202330
Homrich & Berg 30300.03%0.05%0.10%Q2 2014Q3 202130
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 30300.94%1.67%4.01%Q3 2013Q4 202030
Snowden Capital Advisors LLC 2280.03%0.07%0.12%Q1 2016Q3 202330
Strategic Wealth Partners Group, LLC 2090.00%1.81%2.70%Q2 2016Q3 202330
Cordasco Financial Network 2730.01%11.86%15.55%Q3 2014Q2 202230
River Wealth Advisors LLC 30300.12%2.07%5.69%Q2 2016Q3 202330
ETRADE Capital Management LLC 30301.17%1.94%3.34%Q2 2013Q3 202030
Stearns Financial Services Group 30300.25%2.44%4.22%Q2 2013Q3 202030
Horan Securities, Inc. 2280.14%0.47%2.91%Q1 2016Q3 202330
Cornerstone Advisors, Inc. 30300.06%0.64%1.77%Q2 2013Q3 202030
Chanos & Co LP 1510.05%6.50%22.24%Q4 2013Q4 201830
EAGLE GLOBAL ADVISORS LLC 2010.01%0.04%0.18%Q1 2014Q3 202330
Syntal Capital Partners, LLC 30300.04%3.30%9.20%Q1 2014Q2 202130
Wealthcare Advisory Partners LLC 30300.16%1.80%5.52%Q2 2016Q3 202330
Bison Wealth, LLC 2420.07%0.19%0.36%Q1 2015Q3 202330
WHALEROCK POINT PARTNERS, LLC 2910.11%0.37%0.80%Q1 2016Q3 202330
NEXT Financial Group, Inc 16140.01%0.13%0.28%Q2 2014Q4 202130
Avidian Wealth Solutions, LLC 2080.03%0.86%4.16%Q1 2016Q3 202330
Bristlecone Advisors, LLC 1830.07%0.21%0.43%Q4 2015Q3 202330
NWAM LLC 2910.02%0.35%1.74%Q2 2015Q3 202330
Intersect Capital LLC 30301.16%1.96%2.95%Q4 2014Q1 202230
Nicholas Hoffman & Company, LLC. 30300.12%0.59%0.98%Q2 2016Q3 202330
ZACKS INVESTMENT MANAGEMENT 1310.00%0.03%0.20%Q4 2014Q3 202330
ALPHA WINDWARD LLC 30301.49%1.75%2.46%Q2 2013Q3 202030
Cornerstone Wealth Management, LLC 2510.08%0.18%0.34%Q1 2016Q3 202330
First Allied Advisory Services, Inc. 30300.11%0.73%2.77%Q2 2013Q3 202030
Brinker Capital Investments, LLC 1510.00%0.12%0.39%Q2 2013Q4 202230
PALISADE CAPITAL MANAGEMENT, LP 1710.01%0.67%3.85%Q4 2012Q4 202229
MEEDER ASSET MANAGEMENT INC 2220.00%0.05%0.24%Q2 2013Q3 202329
Jacobi Capital Management LLC 2720.03%1.44%2.39%Q2 2016Q3 202329
Gilbert & Cook, Inc. 28280.10%4.33%5.66%Q4 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.00%0.03%Q4 2013Q4 202029
USCA RIA LLC 29290.03%0.53%1.51%Q2 2013Q2 202029
First Personal Financial Services 2810.01%0.05%0.15%Q2 2016Q3 202329
Catalyst Capital Advisors LLC 29295.51%10.27%16.61%Q3 2016Q3 202329
FC Advisory LLC 1420.12%0.14%0.20%Q1 2015Q4 202329
Vigilant Capital Management, LLC 2720.00%0.02%0.07%Q2 2013Q3 202229
Roble, Belko & Company, Inc 2810.00%0.03%0.04%Q1 2015Q3 202329
Alaska Permanent Capital Management 1570.04%0.63%16.18%Q2 2013Q4 202029
Mirae Asset Global Investments Co., Ltd. 2310.00%0.15%0.77%Q4 2011Q2 202329
AQR Capital Management 1430.00%0.04%0.30%Q4 2014Q3 202029
PEOPLES BANK /OH 29290.15%0.30%1.13%Q4 2015Q4 202229
SYMMETRY PEAK MANAGEMENT LLC 410.01%1.55%10.80%Q3 2013Q3 202329
AlphaMark Advisors, LLC 2180.00%0.44%2.10%Q2 2013Q3 202329
IndexIQ Advisors LLC 2120.00%0.65%4.57%Q2 2013Q3 202129
Fiduciary Group LLC 2720.06%0.09%0.12%Q2 2015Q3 202329
Mechanics Bank Trust Department 29290.12%0.23%0.38%Q3 2016Q3 202329
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1510.09%2.68%5.77%Q2 2013Q3 202329
ExodusPoint Capital Management, LP 710.00%0.57%2.84%Q3 2019Q3 202329
InterOcean Capital, LLC 29290.03%0.17%1.53%Q2 2013Q2 202029
PANAGORA ASSET MANAGEMENT INC 2020.00%0.02%0.17%Q2 2013Q2 202229
Laurel Wealth Advisors, Inc. 29290.15%0.49%0.74%Q4 2015Q4 202229
Northeast Financial Consultants Inc 2720.08%0.28%0.57%Q3 2015Q3 202329
Arvest Bank Trust Division 29293.22%4.62%6.34%Q3 2014Q3 202129
Ayalon Insurance Comp Ltd. 2410.11%0.55%2.13%Q1 2015Q3 202329
Arcus Capital Partners, LLC 2810.01%2.36%6.34%Q4 2015Q3 202329
Ausdal Financial Partners, Inc. 17110.06%0.43%2.69%Q4 2015Q3 202328
REDW Wealth LLC 28280.09%0.25%0.51%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.02%0.06%0.46%Q1 2016Q4 202228
FIRST MERCANTILE TRUST CO 2620.33%0.61%0.92%Q2 2013Q2 202028
Armor Investment Advisors, LLC 28280.09%0.12%0.16%Q4 2016Q3 202328
Fragasso Group Inc. 2620.09%0.30%2.76%Q3 2015Q4 202328
Millburn Ridgefield Corp 28288.93%14.08%20.09%Q4 2016Q3 202328
WEST PACES ADVISORS INC. 28280.12%0.19%0.28%Q4 2016Q3 202328
Mandatum Life Insurance Co Ltd 2710.03%6.40%16.51%Q4 2015Q3 202328
KINGDON CAPITAL MANAGEMENT, L.L.C. 811.34%5.71%13.22%Q2 2013Q3 202328
SCOPIA CAPITAL MANAGEMENT LP 1611.64%4.55%10.91%Q2 2013Q3 202328
Good Life Advisors, LLC 28280.22%0.60%1.00%Q4 2016Q3 202328
DONALDSON CAPITAL MANAGEMENT, LLC 28280.02%0.03%0.05%Q4 2016Q3 202328
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1640.01%0.07%0.19%Q2 2013Q1 202328
EP Wealth Advisors, LLC 28280.00%0.10%0.22%Q4 2016Q3 202328
BOYS ARNOLD & CO INC 28281.55%1.90%2.53%Q2 2013Q1 202028
CONCENTRIC WEALTH MANAGEMENT, LLC 28280.13%0.28%0.42%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.03%0.23%0.62%Q4 2016Q3 202328
MAPLELANE CAPITAL, LLC 310.00%3.71%17.80%Q3 2013Q3 202228
AUA CAPITAL MANAGEMENT, LLC 28280.94%1.90%2.57%Q4 2016Q3 202328
WINTRUST INVESTMENTS LLC 17111.90%4.09%7.02%Q3 2016Q3 202328
Private Capital Management, LLC 1210.00%0.09%0.29%Q2 2017Q3 202328
Elgethun Capital Management 28280.22%0.37%0.64%Q4 2016Q3 202328
MILES CAPITAL, INC. 28280.12%1.27%3.15%Q2 2013Q1 202028
Bruderman Asset Management, LLC 2530.34%1.04%1.54%Q1 2015Q1 202228
DIMENSION CAPITAL MANAGEMENT LLC 28280.07%1.87%4.44%Q4 2016Q3 202328
TIEDEMANN ADVISORS, LLC 28280.11%0.31%0.47%Q4 2016Q3 202328
Sageworth Trust Co 28280.00%0.61%2.19%Q4 2016Q3 202328
Wunderlich Capital Managemnt 2010.16%0.24%0.43%Q4 2013Q3 202328
Moloney Securities Asset Management, LLC 28280.34%0.66%1.03%Q4 2016Q3 202328
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2530.00%0.03%0.06%Q3 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.03%0.12%0.59%Q4 2016Q3 202328
OneDigital Investment Advisors LLC 26260.00%0.06%0.12%Q2 2017Q3 202328
Maple Capital Management, Inc. 2710.03%0.11%0.15%Q2 2013Q4 202128
Clark Capital Management Group, Inc. 1510.00%1.00%4.10%Q2 2013Q2 202328
THOMPSON DAVIS & CO., INC. 2080.00%0.86%3.19%Q4 2013Q3 202328
Ullmann Wealth Partners Group, LLC 28280.06%0.20%0.43%Q4 2016Q3 202328
FIRST UNITED BANK & TRUST 2350.08%0.49%0.81%Q2 2013Q1 202228
APPLETON PARTNERS INC/MA 28280.40%0.60%0.87%Q1 2017Q4 202328
Circle Wealth Management, LLC 28280.16%0.60%1.31%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.06%0.20%0.40%Q4 2016Q3 202328
FIDUCIARY TRUST INTERNATIONAL LLC 15130.48%0.93%1.92%Q2 2013Q2 202028
LVW Advisors, LLC 15130.27%0.86%2.20%Q1 2016Q3 202328
Almanack Investment Partners, LLC. 28280.06%0.28%1.62%Q4 2016Q3 202328
MARINER INDEPENDENT ADVISOR NETWORK, LLC 830.15%0.67%2.76%Q2 2014Q3 202228
Clearstead Advisors, LLC 28280.32%0.51%0.85%Q4 2016Q3 202328
Avalon Investment & Advisory 2120.02%0.11%0.23%Q1 2015Q1 202328
Charles Schwab Investment Advisory, Inc. 2710.00%1.53%3.83%Q2 2013Q2 202128
Empyrean Capital Partners, LP 510.16%3.85%13.05%Q2 2013Q2 202328
Stonebridge Capital Advisors LLC 28280.11%0.17%0.28%Q4 2016Q3 202328
Abbrea Capital, LLC 28280.09%0.23%0.51%Q4 2016Q3 202328
Avantax Planning Partners, Inc. 28280.04%0.06%0.14%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.67%1.21%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.01%0.09%0.31%Q4 2016Q3 202328
Cypress Capital Group 2710.05%0.11%0.20%Q2 2013Q3 202328
Cribstone Capital Management, LLC 2710.02%0.08%0.18%Q4 2015Q4 202228
Pflug Koory, LLC 28280.16%0.19%0.23%Q4 2016Q3 202328
Arete Wealth Advisors, LLC 2420.03%0.24%1.84%Q1 2015Q3 202328
Dynamic Advisor Solutions LLC 23230.00%0.29%1.20%Q1 2018Q3 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.06%0.10%0.28%Q4 2016Q3 202328
Transform Wealth, LLC 2530.04%0.34%1.72%Q3 2016Q3 202328
Tradewinds Capital Management, LLC 28280.00%0.00%0.02%Q2 2015Q1 202228
JANICZEK WEALTH MANAGEMENT, LLC 28280.02%3.60%11.19%Q4 2016Q3 202328
Riverpoint Wealth Management Holdings, LLC 28280.25%0.39%0.51%Q4 2016Q3 202328
GenTrust, LLC 28280.04%0.66%2.57%Q4 2016Q3 202328
ARTHUR M. COHEN & ASSOCIATES, LLC 2410.06%0.54%1.06%Q3 2014Q3 202328
V Wealth Advisors LLC 1230.00%0.25%0.92%Q1 2017Q3 202328
Prime Capital Investment Advisors, LLC 24240.00%0.19%1.99%Q4 2017Q3 202328
Mercer Capital Advisers, Inc. 28280.19%0.24%0.27%Q4 2014Q3 202128
Fisher Asset Management, LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
Darwin Wealth Management, LLC 27270.04%0.68%4.02%Q2 2016Q4 202227
Asset Planning Services, Ltd. 27270.16%0.34%0.60%Q2 2015Q4 202127
NewEdge Advisors, LLC 27270.13%0.22%0.43%Q1 2017Q3 202327
Steward Partners Investment Advisory, LLC 27270.16%0.31%0.51%Q1 2017Q3 202327
Verity Asset Management, Inc. 1020.32%1.60%4.91%Q4 2014Q4 202227
SIMON QUICK ADVISORS, LLC 27270.00%1.16%7.39%Q1 2017Q3 202327
Moors & Cabot, Inc. 14130.02%0.05%0.10%Q4 2016Q3 202327
Whitnell & Co. 27270.17%0.45%1.25%Q2 2013Q4 201927
Private Wealth Advisors, Inc. 27270.13%1.46%2.40%Q2 2013Q4 201927
QS Investors, LLC 27270.04%0.18%0.45%Q4 2014Q2 202127
Flaharty Asset Management, LLC 27270.08%0.17%0.28%Q1 2017Q3 202327
NewFocus Financial Group, LLC 27270.09%0.20%0.27%Q2 2014Q4 202027
EASTERN BANK 27270.01%0.43%1.76%Q4 2016Q2 202327
FIRST FINANCIAL CORP /IN/ 1980.01%0.22%0.60%Q2 2013Q1 202227
CIBC BANK USA 27270.60%5.91%8.50%Q2 2013Q4 201927
Argent Trust Co 27270.20%0.29%0.36%Q1 2017Q3 202327
Highland Private Wealth Management 1890.10%0.94%4.39%Q4 2015Q3 202227
GREENLEAF TRUST 27270.01%0.05%0.18%Q1 2017Q3 202327
Confluence Wealth Management LLC 27272.28%3.25%4.72%Q1 2014Q3 202027
CHEMUNG CANAL TRUST CO 27270.05%0.56%1.12%Q2 2017Q4 202327
BBT Capital Management, LLC 22220.05%0.98%5.64%Q2 2013Q3 201827
CENTAURUS FINANCIAL, INC. 24240.01%0.09%0.23%Q4 2017Q3 202327
AllSquare Wealth Management LLC 2520.00%0.05%0.07%Q4 2016Q3 202327
BB&T SECURITIES, LLC 26260.00%0.21%0.42%Q2 2013Q3 201927
BLACKROCK ADVISORS LLC 15150.00%0.04%0.66%Q2 2013Q4 201627
ZEKE CAPITAL ADVISORS, LLC 16100.02%0.63%6.18%Q1 2016Q4 202227
Conservest Capital Advisors, Inc. 27270.05%0.08%0.12%Q1 2017Q3 202327
Gladius Capital Management LP 27270.12%2.08%5.80%Q4 2016Q2 202327
DELTA ASSET MANAGEMENT LLC/TN 1740.00%0.01%0.02%Q3 2013Q3 202327
Sterling Capital Management LLC 27270.01%0.02%0.08%Q1 2013Q3 201927
SMITH SHELLNUT WILSON LLC /ADV 2160.13%1.40%6.72%Q4 2016Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.01%0.09%0.13%Q1 2017Q3 202327
HBK INVESTMENTS L P 1210.00%0.39%2.41%Q4 2014Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.26%0.74%2.44%Q2 2013Q4 201927
BerganKDV Wealth Management, LLC 27270.03%0.08%0.41%Q4 2016Q2 202327
Intellectus Partners, LLC 1980.01%0.23%0.43%Q4 2016Q3 202327
PRIVATE MANAGEMENT GROUP INC 27270.02%0.03%0.04%Q1 2017Q3 202327
WOODMONT INVESTMENT COUNSEL LLC 1710.01%0.10%0.40%Q2 2015Q3 202327
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 27270.01%0.03%0.13%Q1 2017Q3 202327
Meridian Wealth Management, LLC 27270.14%0.69%1.48%Q1 2017Q3 202327
Harvey Partners, LLC 410.22%6.86%21.24%Q3 2013Q3 202326
BRANT POINT INVESTMENT MANAGEMENT LLC 710.13%7.89%19.07%Q4 2013Q3 202326
Sunbelt Securities, Inc. 2510.03%0.30%0.85%Q4 2016Q3 202326
FIRST FOUNDATION ADVISORS 1210.01%0.17%0.97%Q2 2014Q3 202326
SUNTRUST BANKS INC 26260.21%0.43%0.66%Q2 2013Q3 201926
BDO Wealth Advisors, LLC 25250.04%0.07%0.17%Q2 2017Q2 202326
LYELL WEALTH MANAGEMENT, LP 14120.12%1.11%2.24%Q4 2016Q3 202326
Crescent Grove Advisors, LLC 26260.10%0.42%0.77%Q2 2017Q3 202326
Brookstone Capital Management 2420.00%0.13%1.25%Q2 2015Q3 202326
Parkside Investments, LLC 26260.20%6.74%10.40%Q2 2017Q3 202326
AFT, FORSYTH & COMPANY, INC. 2420.28%0.38%0.47%Q2 2013Q3 202326
MML INVESTORS SERVICES, LLC 26260.12%0.40%0.78%Q2 2017Q3 202326
Sage Capital Advisors,llc 26260.41%0.66%1.24%Q2 2017Q3 202326
SUMITOMO MITSUI FINANCIAL GROUP, INC. 26260.00%0.91%22.86%Q2 2017Q3 202326
IBERIABANK CORP 1930.12%0.47%1.18%Q3 2013Q2 202026
SRS Capital Advisors, Inc. 1070.01%0.03%0.06%Q4 2016Q3 202326
Israel Discount Bank of New York 1791.17%1.81%2.56%Q1 2017Q3 202326
FISHMAN JAY A LTD/MI 1350.02%0.08%0.13%Q2 2013Q4 202126
Capital Investment Advisors, LLC 1520.01%0.02%0.03%Q4 2013Q4 202326
Itau Unibanco Holding S.A. 1610.09%0.54%1.75%Q2 2016Q3 202326
Carlson Capital Management 26260.02%0.07%0.13%Q2 2017Q3 202326
Alpha Cubed Investments, LLC 1540.03%0.18%0.34%Q4 2014Q1 202226
Rinet Co LLC 26261.57%2.12%3.64%Q2 2015Q3 202126
BARINGS LLC 1110.01%1.46%14.52%Q1 2014Q1 202226
ALLSTATE CORP 1710.01%1.80%9.78%Q2 2013Q2 202326
Paracle Advisors, LLC 1970.36%0.66%1.19%Q3 2014Q1 202126
CHILTON CAPITAL MANAGEMENT LLC 2330.02%0.03%0.04%Q2 2013Q3 202326
Personal Capital Advisors Corp 2420.03%4.62%6.01%Q1 2014Q4 202226
BOSTON ADVISORS LLC 26260.27%0.97%1.76%Q2 2013Q3 201926
Proficio Capital Partners LLC 1820.05%0.34%0.88%Q4 2015Q3 202326
Abbot Financial Management, Inc. 26260.33%1.29%2.03%Q2 2017Q3 202326
Beaton Management Co. Inc. 26260.21%0.27%0.34%Q2 2017Q3 202326
Brown Advisory Securities, LLC 1130.05%0.15%0.34%Q2 2013Q4 202126
Garde Capital, Inc. 2410.06%0.16%0.22%Q4 2014Q3 202326
GM Advisory Group, LLC 1310.04%0.10%0.37%Q1 2014Q3 202326
Ironwood Financial, llc 2240.00%0.15%0.42%Q4 2014Q3 202326
PINNACLE FINANCIAL PARTNERS INC 26260.24%0.46%0.72%Q2 2017Q3 202326
Penobscot Investment Management Company, Inc. 1410.05%0.07%0.13%Q2 2015Q3 202326
Ulysses Management LLC 1810.80%14.67%34.35%Q2 2013Q3 202226
COMPTON CAPITAL MANAGEMENT INC /RI 2330.09%0.34%0.83%Q4 2013Q4 202226
KING LUTHER CAPITAL MANAGEMENT CORP 1710.00%0.00%0.01%Q4 2014Q3 202326
Shay Capital LLC 12120.00%0.45%1.65%Q4 2020Q3 202326
Miller Investment Management, LP 2020.06%0.78%2.74%Q1 2015Q3 202326
Cerity Partners LLC 2510.22%0.91%1.48%Q1 2017Q3 202326
PATHSTONE FAMILY OFFICE, LLC 2210.01%0.33%1.20%Q2 2013Q3 202326
UBS ASSET MANAGEMENT AMERICAS INC 26260.00%0.01%0.01%Q2 2013Q3 201926
RPG Investment Advisory, LLC 26260.00%0.22%1.12%Q2 2017Q3 202326
Migdal Insurance & Financial Holdings Ltd. 1790.00%1.42%6.92%Q4 2016Q3 202326
MPS Loria Financial Planners, LLC 26260.76%9.49%16.70%Q2 2017Q3 202326
Filament LLC 26260.13%0.40%0.60%Q2 2013Q3 201926
Bridgeworth, LLC 2330.03%0.25%0.58%Q4 2016Q3 202326
IRON Financial LLC 2510.11%0.43%2.37%Q4 2013Q4 202026
CABOT WEALTH MANAGEMENT INC 1010.03%0.08%0.76%Q4 2014Q2 202326
EVERGREEN CAPITAL MANAGEMENT LLC 25250.04%0.13%0.23%Q3 2017Q3 202325
Radnor Capital Management, LLC 1910.36%0.45%0.75%Q4 2016Q3 202325
OXFORD FINANCIAL GROUP, LTD. LLC 25250.04%0.19%0.53%Q3 2017Q3 202325
COWEN INC. 22220.01%3.80%10.06%Q1 2013Q2 201825
GW&K Investment Management, LLC 1810.01%0.17%0.63%Q4 2013Q3 202325
Lourd Capital, LLC 25250.16%0.26%0.57%Q2 2013Q2 201925
Merriman Wealth Management, LLC 25250.12%1.52%4.90%Q3 2017Q3 202325
Edgestream Partners, L.P. 1310.05%0.48%3.24%Q2 2014Q3 202325
CPWM, LLC 1910.24%0.43%0.83%Q4 2011Q3 202225
MONROE BANK & TRUST/MI 25251.66%3.86%4.76%Q2 2013Q2 201925
NIXON PEABODY TRUST CO 2230.18%0.38%0.76%Q4 2015Q4 202225
Mount Yale Investment Advisors, LLC 23230.10%0.79%1.53%Q1 2018Q3 202325
Pictet North America Advisors SA 1610.03%0.79%6.06%Q4 2013Q3 202325
Atlas Brown,Inc. 1210.07%0.24%0.48%Q2 2013Q3 202325
PARK AVENUE SECURITIES LLC 1410.03%0.82%2.52%Q4 2014Q3 202325
LODESTAR INVESTMENT COUNSEL LLC/IL 25250.09%0.15%0.24%Q2 2013Q2 201925
Voya Financial Advisors, Inc. 25250.02%0.15%0.38%Q1 2015Q1 202125
RWA WEALTH PARTNERS, LLC 1210.01%0.05%0.29%Q1 2017Q3 202325
Virtu Financial LLC 1310.02%2.60%14.18%Q2 2013Q3 201925
COBIZ WEALTH, LLC 25250.04%0.10%0.20%Q2 2013Q2 201925
American Investment Services, Inc. 25250.08%0.17%0.23%Q3 2017Q3 202325
DIVIDEND ASSETS CAPITAL, LLC 1810.00%0.01%0.03%Q2 2016Q3 202325
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1760.02%0.15%0.24%Q2 2013Q2 202125
Lyons Wealth Management, LLC. 950.00%2.31%13.16%Q2 2013Q4 201925
Bryn Mawr Capital Management, LLC 25250.19%0.45%0.92%Q3 2017Q3 202325
ATLANTA CAPITAL MANAGEMENT CO L L C 1510.00%0.02%0.07%Q4 2014Q3 202225
MARSHALL & SULLIVAN INC /WA/ 21210.27%11.61%14.14%Q1 2017Q3 202325
Legacy Advisors, LLC 2120.06%0.46%0.98%Q4 2016Q3 202325
TIAA, FSB 25250.48%0.76%1.06%Q2 2017Q2 202325
Vivaldi Capital Management LP 2410.34%0.84%2.10%Q1 2017Q3 202325
CAHABA WEALTH MANAGEMENT, INC. 25250.04%0.19%0.46%Q3 2017Q3 202325
YorkBridge Wealth Partners, LLC 25250.10%0.14%0.27%Q4 2016Q4 202225
Shepherd Financial Partners LLC 14110.04%0.52%1.28%Q4 2016Q3 202325
D L CARLSON INVESTMENT GROUP INC 14110.06%0.22%0.87%Q2 2017Q3 202325
PERRITT CAPITAL MANAGEMENT INC 2040.01%0.16%0.33%Q1 2015Q3 202324
Private Wealth Group, LLC 24240.90%2.03%4.89%Q4 2017Q3 202324
Eldridge Investment Advisors, Inc. 24240.64%1.11%1.73%Q4 2017Q3 202324
McCollum Christoferson Group LLC 24240.08%0.18%0.32%Q4 2017Q3 202324
LAKE STREET ADVISORS GROUP, LLC 24240.20%0.41%0.73%Q4 2017Q3 202324
Trellis Advisors, LLC 24240.14%0.22%0.31%Q4 2017Q3 202324
Parisi Gray Wealth Management 24240.12%1.90%3.93%Q4 2017Q3 202324
Sawyer & Company, Inc 24240.02%0.04%0.05%Q4 2017Q3 202324
Fluent Financial, LLC 24240.64%2.99%6.80%Q4 2017Q3 202324
SimpliFi, Inc. 24245.63%7.26%12.54%Q4 2017Q3 202324
Verdence Capital Advisors LLC 24240.14%0.78%1.42%Q4 2017Q3 202324
Successful Portfolios LLC 24240.23%0.34%0.54%Q4 2017Q3 202324
Sowell Financial Services LLC 1020.18%0.59%1.06%Q4 2016Q3 202324
Heritage Wealth Advisors 24240.06%3.97%8.89%Q4 2017Q3 202324
Winning Points Advisors, LLC 24241.90%4.68%6.73%Q4 2016Q3 202224
Balentine LLC 920.00%0.48%6.13%Q3 2015Q3 202324
CHEMICAL BANK 24240.11%0.25%0.35%Q3 2013Q2 201924
Banco Santander, S.A. 2130.01%0.10%0.24%Q3 2017Q3 202324
Fernwood Investment Management, LLC 24240.87%1.24%1.66%Q4 2017Q3 202324
Harrington Investments, INC 24240.24%0.33%0.44%Q4 2017Q3 202324
COOPER/HAIMS ADVISORS, LLC 24240.35%0.49%0.62%Q4 2017Q3 202324
Addenda Capital Inc. 24240.02%0.17%0.25%Q4 2017Q3 202324
BlackRock Investment Management, LLC 15150.00%0.03%0.08%Q2 2013Q4 201624
Vista Private Wealth Partners. LLC 2130.20%0.34%0.58%Q3 2017Q3 202324
SeaBridge Investment Advisors LLC 24240.01%0.01%0.02%Q4 2014Q3 202024
Orgel Wealth Management, LLC 1120.01%0.06%0.18%Q4 2015Q3 202324
Hochman Cole Investment Advisors, Inc. 24240.93%1.29%1.56%Q4 2015Q3 202124
Cliffwater LLC 24240.07%0.77%3.70%Q4 2017Q3 202324
EAGLE BOSTON INVESTMENT MANAGEMENT INC 24240.14%0.94%1.62%Q2 2013Q1 201924
Waldron Private Wealth LLC 24240.04%0.09%0.20%Q4 2017Q3 202324
FCG ADVISORS, LLC 24240.22%0.35%0.66%Q4 2014Q3 202024
Alpha Omega Wealth Management LLC 1210.03%0.06%0.10%Q4 2016Q3 202324
AdvisorNet Financial, Inc 24240.11%2.32%4.22%Q4 2017Q3 202324
Abacus Planning Group, Inc. 24240.53%1.09%3.78%Q4 2017Q3 202324
UNITED BANK 24240.06%0.13%0.28%Q4 2017Q3 202324
HoyleCohen, LLC 24240.05%0.10%0.15%Q4 2017Q3 202324
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.02%0.08%0.20%Q2 2013Q1 201924
Capital Planning Advisors, LLC 1210.05%0.14%0.26%Q1 2017Q3 202324
THOMPSON SIEGEL & WALMSLEY LLC 2110.00%0.07%0.14%Q3 2015Q3 202324
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 2110.03%0.04%0.06%Q2 2013Q1 202124
C M BIDWELL & ASSOCIATES LTD 24240.01%2.57%5.40%Q4 2017Q3 202324
Palisade Asset Management, LLC 24240.78%1.01%1.24%Q4 2017Q3 202324
GRIMES & COMPANY, INC. 2310.02%0.70%6.20%Q2 2015Q3 202324
CHURCHILL MANAGEMENT Corp 1010.06%1.21%4.62%Q2 2013Q1 202324
Corient Capital Partners, LLC 24240.08%0.13%0.23%Q3 2016Q2 202224
CSS LLC/IL 810.01%0.11%0.63%Q4 2013Q3 202324
United Asset Strategies, Inc. 810.03%0.40%1.58%Q2 2013Q3 202324
VISTA INVESTMENT MANAGEMENT 24240.19%0.27%0.32%Q4 2017Q3 202324
PICTON MAHONEY ASSET MANAGEMENT 23230.00%0.02%0.20%Q1 2018Q3 202324
WILLIAMS JONES & ASSOCIATES LLC 24240.02%0.07%0.16%Q3 2013Q2 201924
Bangor Savings Bank 1210.03%0.06%0.14%Q3 2013Q3 202324
Winthrop Advisory Group LLC 24240.07%0.25%0.61%Q4 2017Q3 202324
jvl associates llc 24240.64%1.08%1.51%Q4 2017Q3 202324
Vantage Financial Partners Ltd., Inc. 24240.15%4.19%7.00%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.29%0.88%2.92%Q4 2017Q3 202324
Poplar Forest Capital LLC 2310.03%0.06%0.10%Q1 2015Q3 202324
Mutual Advisors, LLC 24240.08%0.22%0.62%Q4 2017Q3 202324
Howard Capital Management Inc. 24240.93%3.24%13.85%Q4 2017Q3 202324
Corrigan Financial, Inc. 1710.07%0.18%0.27%Q4 2015Q1 202224
Rossmore Private Capital 24240.78%1.40%3.55%Q4 2017Q3 202324
CNB Bank 24240.04%0.22%0.67%Q4 2017Q3 202324
Paulson Wealth Management Inc. 24242.19%6.64%8.96%Q4 2017Q3 202324
Ellenbecker Investment Group 24240.27%0.53%0.94%Q4 2017Q3 202324
Silverleafe Capital Partners, LLC 1490.04%1.79%6.75%Q4 2017Q4 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.21%0.31%0.46%Q4 2017Q3 202324
All Terrain Financial Advisors, LLC 24242.89%4.70%7.16%Q4 2017Q3 202324
Biltmore Family Office, LLC 24240.08%0.15%0.22%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.03%0.19%Q4 2017Q3 202324
FIRST TRUST ADVISORS LP 1510.00%0.01%0.02%Q2 2016Q3 202324
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 24240.12%0.37%1.33%Q4 2017Q3 202324
SYM FINANCIAL Corp 24240.01%0.06%0.71%Q4 2017Q3 202324
Murphy, Middleton, Hinkle & Parker, Inc. 24240.31%0.40%0.46%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.01%0.20%0.40%Q4 2017Q3 202324
Independence Bank of Kentucky 24240.03%0.91%1.65%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.33%0.61%1.14%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.02%0.04%0.07%Q4 2017Q3 202324
Crewe Advisors LLC 24241.56%3.64%5.98%Q4 2017Q3 202324
Seelaus Asset Management LLC 24240.16%0.31%0.71%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.00%0.02%0.06%Q4 2017Q3 202324
Bigelow Investment Advisors, LLC 24240.35%0.54%0.95%Q4 2017Q3 202324
Holistic Financial Partners 24241.91%3.65%8.36%Q4 2017Q3 202324
Heritage Trust Co 1610.03%0.07%0.11%Q2 2017Q3 202324
Spence Asset Management 24240.03%0.05%0.08%Q4 2017Q3 202324
Front Row Advisors LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Ballew Advisors, Inc 24240.44%0.56%0.87%Q4 2017Q3 202324
Stordahl Capital Management, Inc. 24241.47%2.13%2.65%Q4 2017Q3 202324
Nicollet Investment Management, Inc. 24240.13%0.29%0.49%Q4 2017Q3 202324
MEITAV INVESTMENT HOUSE LTD 1940.01%0.12%0.37%Q4 2017Q3 202323
Clear Harbor Asset Management, LLC 510.00%1.05%18.27%Q2 2013Q3 202123
Hutchin Hill Capital, LP 920.01%1.00%3.61%Q2 2013Q4 201723
ROCKY MOUNTAIN ADVISERS, LLC 23230.01%0.02%0.04%Q1 2018Q3 202323
Bedel Financial Consulting, Inc. 23230.19%0.27%0.35%Q4 2017Q2 202323
L & S Advisors Inc 2210.04%0.29%1.77%Q2 2016Q3 202323
Linscomb & Williams, Inc. 23230.02%0.04%0.05%Q1 2018Q3 202323
Aldebaran Financial Inc. 23230.71%1.07%1.74%Q2 2016Q4 202123
FULLER & THALER ASSET MANAGEMENT, INC. 2030.00%0.01%0.06%Q2 2015Q3 202323
Joel Isaacson & Co., LLC 12110.00%0.04%0.15%Q1 2014Q3 202323
Quadrant Capital Management, LLC 23230.56%0.82%2.20%Q2 2014Q4 201923
EXENCIAL WEALTH ADVISORS, LLC 820.00%0.06%0.23%Q2 2018Q3 202323
RPg Family Wealth Advisory, LLC 1540.02%0.34%0.90%Q2 2017Q2 202323
Serengeti Asset Management LP 830.82%6.48%16.04%Q2 2013Q4 201923
BigSur Wealth Management LLC 23230.08%0.82%2.05%Q1 2018Q3 202323
AMERICAN CENTURY COMPANIES INC 1910.00%0.00%0.02%Q3 2014Q3 202323
HRT FINANCIAL LP 1250.07%1.65%4.92%Q1 2017Q3 202323
USAdvisors Wealth Management, LLC 12110.07%0.70%1.43%Q4 2017Q3 202323
Gemmer Asset Management LLC 2120.00%0.04%0.05%Q3 2014Q3 202323
Capital Advisory Group Advisory Services, LLC 23231.43%3.00%6.64%Q1 2018Q3 202323
WEALTHSOURCE PARTNERS, LLC 2030.04%0.23%0.75%Q1 2016Q3 202323
LCNB CORP 2120.26%0.38%0.46%Q4 2017Q3 202323
Rockefeller Capital Management L.P. 23230.14%0.26%0.44%Q1 2018Q3 202323
Chesapeake Wealth Management 23231.10%1.34%1.69%Q1 2018Q3 202323
Well Done, LLC 1670.05%0.18%0.38%Q4 2017Q3 202323
Chicago Capital, LLC 23230.04%0.07%0.11%Q1 2018Q3 202323
GABLES CAPITAL MANAGEMENT INC. 23230.14%0.20%0.25%Q1 2018Q3 202323
Truepoint, Inc. 810.00%0.03%0.09%Q4 2015Q3 202323
MainStreet Investment Advisors LLC 1850.08%0.14%0.19%Q4 2017Q3 202323
Covenant Multifamily Offices, LLC 1410.00%0.60%5.02%Q4 2013Q3 202123
Focused Wealth Management, Inc 1210.00%0.00%0.01%Q3 2013Q3 202323
Hartford Financial Management Inc. 2210.01%0.03%0.04%Q3 2017Q3 202323
HL FINANCIAL SERVICES LLC 1850.16%0.33%0.62%Q2 2013Q1 201923
CALTON & ASSOCIATES, INC. 23230.14%2.09%4.32%Q4 2017Q2 202323
WealthTrust-Arizona, LLC 23230.52%1.58%5.21%Q2 2013Q4 201823
Gradient Capital Advisors, LLC 1490.12%0.24%0.41%Q4 2017Q3 202323
Mosaic Family Wealth, LLC 1940.02%0.10%0.15%Q4 2015Q3 202123
CAPITAL CITY TRUST CO/FL 23230.47%0.62%1.19%Q2 2013Q4 201823
Sterling Investment Advisors, Ltd. 23230.01%0.04%0.06%Q4 2016Q2 202223
CEDAR HILL ASSOCIATES, LLC 23230.05%0.40%2.47%Q2 2013Q4 201823
MACQUARIE GROUP LTD 910.00%0.01%0.09%Q2 2013Q3 202323
Leonetti & Associates, LLC 23235.31%11.40%18.07%Q2 2013Q4 201823
Doyle Wealth Management 23230.04%0.06%0.11%Q1 2017Q3 202223
COMERICA SECURITIES INC 23230.28%1.11%1.93%Q2 2013Q4 201823
Stillwater Capital Advisors, LLC 1410.05%0.07%0.10%Q2 2017Q3 202323
Archon Capital Management LLC 1016.81%22.26%52.32%Q1 2016Q3 202323
EXANE DERIVATIVES 1410.01%0.07%0.22%Q4 2014Q2 202223
First Washington CORP 22220.05%0.07%0.09%Q3 2016Q4 202122
West Branch Capital LLC 22220.08%0.26%0.51%Q2 2018Q3 202322
PFG Advisors 1750.10%0.32%0.75%Q4 2017Q3 202322
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 2010.63%9.44%26.80%Q3 2015Q3 202122
Fiduciary Trust Co International of Pennsylvania 1710.85%1.32%2.33%Q2 2013Q1 202022
Venturi Wealth Management, LLC 2020.05%0.16%0.77%Q3 2016Q3 202322
PRIVATE ASSET MANAGEMENT INC 22220.09%0.14%0.29%Q2 2018Q3 202322
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1840.37%4.00%9.08%Q2 2013Q1 201922
Deer Park Road Corp 12101.40%12.23%28.28%Q1 2018Q3 202322
Capital Asset Advisory Services LLC 22220.03%0.17%0.66%Q2 2018Q3 202322
BAR HARBOR TRUST SERVICES 1480.00%0.16%0.34%Q4 2016Q2 202222
USA FINANCIAL FORMULAS 1130.00%0.28%0.84%Q4 2017Q3 202322
NOESIS CAPITAL MANGEMENT CORP 870.06%0.10%0.19%Q2 2013Q4 202122
Timber Hill LLC 1710.02%5.58%33.99%Q2 2013Q3 201922
Certified Advisory Corp 11110.08%0.48%1.18%Q4 2017Q3 202322
SigFig Wealth Management, LLC 22220.04%0.13%0.36%Q2 2018Q3 202322
FULTON BREAKEFIELD BROENNIMAN LLC 22221.83%2.33%2.75%Q2 2018Q3 202322
Country Club Trust Company, n.a. 910.03%0.44%1.00%Q1 2015Q4 202122
Capital Investment Advisory Services, LLC 22220.06%0.12%0.26%Q2 2018Q3 202322
Western Wealth Management, LLC 1180.00%0.40%0.99%Q4 2018Q3 202322
Harvest Capital Strategies LLC 1420.77%29.23%59.83%Q2 2013Q4 201822
GERMAN AMERICAN BANCORP, INC. 22224.71%5.55%6.48%Q2 2018Q3 202322
WealthShield Partners, LLC 1220.03%0.18%0.56%Q4 2017Q3 202322
SHEPHERD KAPLAN KROCHUK, LLC 1160.06%0.18%0.34%Q2 2013Q3 201822
Baugh & Associates, LLC 1390.18%0.20%0.24%Q4 2017Q2 202322
GUARDIAN LIFE INSURANCE CO OF AMERICA 1032.10%4.46%8.27%Q4 2013Q4 201922
FINANCIAL LIFE ADVISORS 1390.11%0.26%0.64%Q4 2017Q3 202322
DUPONT CAPITAL MANAGEMENT CORP 1310.01%0.26%1.07%Q2 2014Q2 202322
BlackRock Institutional Trust Company, N.A. 15150.00%0.16%0.30%Q2 2013Q4 201622
StoneX Group Inc. 1930.07%0.33%0.58%Q2 2017Q3 202322
Lavaca Capital LLC 11110.12%2.86%12.74%Q1 2020Q3 202222
HIGHBRIDGE CAPITAL MANAGEMENT LLC 810.07%1.72%7.51%Q2 2013Q3 201922
Granite Investment Partners, LLC 1510.01%0.19%1.23%Q4 2014Q3 202322
WealthPLAN Partners, LLC 610.01%0.09%0.44%Q1 2015Q4 202322
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.12%0.29%0.65%Q2 2018Q3 202322
Smith & Howard Wealth Management, LLC 2010.00%1.03%1.66%Q4 2013Q3 202322
Brand Asset Management Group, Inc. 22220.60%0.80%1.25%Q2 2018Q3 202322
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1410.02%0.05%0.08%Q2 2014Q3 202322
SevenBridge Financial Group, LLC 1570.04%0.08%0.13%Q2 2016Q4 202122
COMMERZBANK AKTIENGESELLSCHAFT /FI 1410.00%0.03%0.15%Q2 2013Q1 201922
Ironwood Investment Counsel, LLC 1840.07%0.14%0.28%Q4 2016Q3 202322
RETIREMENT INCOME SOLUTIONS, INC 12100.07%0.31%0.70%Q4 2017Q3 202322
TUDOR INVESTMENT CORP ET AL 410.02%0.49%2.63%Q3 2013Q1 202322
ELLIOTT MANAGEMENT CORP 1110.48%2.65%8.33%Q2 2013Q1 201921
ALTFEST L J & CO INC 2010.04%0.15%0.22%Q3 2015Q4 202121
FLOW TRADERS U.S. LLC 410.03%1.60%11.70%Q4 2013Q4 202221
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 21212.44%4.09%5.27%Q3 2018Q3 202321
Hanson & Doremus Investment Management 1830.00%0.00%0.02%Q3 2013Q4 201921
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 21210.73%2.65%4.06%Q4 2017Q4 202221
LeJeune Puetz Investment Counsel LLC 1240.05%0.06%0.07%Q3 2017Q1 202321
TEACHERS ADVISORS, LLC 21210.01%0.03%0.09%Q2 2013Q2 201821
Belpointe Asset Management LLC 1830.16%0.49%1.28%Q2 2018Q3 202321
UNITED SERVICES AUTOMOBILE ASSOCIATION 1140.00%0.30%0.88%Q2 2013Q2 201921
Soros Fund Management 510.40%2.91%11.18%Q2 2013Q3 202321
Sepio Capital, LP 1710.08%0.26%0.76%Q1 2019Q3 202321
Windsor Wealth Management, Inc. 1470.05%0.46%2.14%Q2 2018Q3 202321
SeaCrest Wealth Management, LLC 21210.06%0.12%0.19%Q4 2017Q4 202221
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 1470.02%0.05%0.08%Q2 2018Q3 202321
Jaffetilchin Investment Partners, LLC 1150.04%0.48%2.42%Q2 2013Q3 202321
Russell Investments Group, Ltd. 21210.00%0.01%0.03%Q3 2018Q3 202321
CANADA PENSION PLAN INVESTMENT BOARD 21210.03%0.40%0.81%Q3 2018Q3 202321
CreativeOne Wealth, LLC 2010.07%0.17%0.35%Q1 2018Q3 202321
ROFFMAN MILLER ASSOCIATES INC /PA/ 21210.02%0.03%0.08%Q3 2018Q3 202321
StrategIQ Financial Group, LLC 21210.08%0.46%1.24%Q3 2018Q3 202321
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 16160.00%5.86%11.71%Q4 2019Q3 202321
AJ WEALTH STRATEGIES, LLC 2010.04%0.07%0.11%Q4 2017Q2 202321
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 21210.08%0.13%0.21%Q3 2018Q3 202321
McGuire Investment Group, LLC 21210.11%0.15%0.20%Q3 2018Q3 202321
Benchmark Financial Wealth Advisors, LLC 21212.34%5.50%13.30%Q3 2018Q3 202321
Kohmann Bosshard Financial Services, LLC 1920.05%0.07%0.11%Q2 2018Q3 202321
Destination Wealth Management 1310.01%0.02%0.07%Q1 2013Q4 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.03%0.26%0.86%Q3 2018Q3 202321
Mascoma Wealth Management LLC 1110.01%0.08%0.20%Q4 2016Q3 202321
Salomon & Ludwin, LLC 20200.00%2.48%2.96%Q4 2018Q3 202321
Mirador Capital Partners LP 1610.05%0.60%2.52%Q1 2016Q3 202321
Bank Pictet & Cie (Europe) AG 810.05%0.31%1.45%Q4 2013Q2 202321
Cortina Asset Management, LLC 1560.02%0.17%0.36%Q2 2013Q4 201821
Pinnacle Bancorp, Inc. 2010.33%0.43%0.61%Q1 2017Q3 202321
Old North State Trust, LLC 21210.49%0.84%1.18%Q3 2018Q3 202321
Jolley Asset Management, LLC 21210.07%0.14%0.32%Q2 2013Q2 201821
ACG Wealth 1380.04%0.06%0.11%Q1 2017Q2 202221
Lion Point Capital, LP 1313.06%22.14%39.22%Q1 2017Q3 202321
MONTGOMERY INVESTMENT MANAGEMENT INC 21210.24%0.32%0.40%Q3 2018Q3 202321
STALEY CAPITAL ADVISERS INC 620.01%0.02%0.03%Q4 2016Q3 202321
BREMER TRUST NATIONAL ASSOCIATION 21210.12%0.38%1.23%Q4 2013Q4 201821
GREENWOOD CAPITAL ASSOCIATES LLC 1010.03%0.33%0.96%Q3 2013Q2 202321
CEDAR CAPITAL, LLC 910.16%9.91%27.40%Q4 2015Q3 202121
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1740.03%0.13%0.26%Q2 2017Q3 202321
CX Institutional 1560.00%0.41%1.53%Q2 2018Q3 202321
Rain Capital Management, LLC 1740.02%0.06%0.12%Q4 2015Q3 202321
Integrated Advisors Network LLC 16160.00%0.28%0.57%Q4 2019Q3 202321
BANK HAPOALIM BM 1020.09%0.31%1.14%Q3 2017Q3 202321
RFG Advisory, LLC 1310.02%0.12%1.25%Q2 2015Q3 202321
CYPRESS CAPITAL MANAGEMENT LLC 21210.16%0.19%0.28%Q3 2017Q3 202221
Midwest Professional Planners, LTD. 21210.14%2.00%4.61%Q4 2017Q4 202221
CONNABLE OFFICE INC 1310.06%1.39%3.27%Q2 2013Q4 201921
INSIGHT 2811, INC. 1420.00%0.15%0.22%Q2 2013Q3 202320
BBR PARTNERS, LLC 1640.03%0.08%0.16%Q3 2016Q3 202320
Calamos Advisors LLC 1210.02%0.20%0.51%Q1 2018Q2 202320
Archer Investment Corp 20200.05%2.09%4.07%Q4 2018Q3 202320
TFG Advisers LLC 20200.19%0.21%0.25%Q4 2018Q3 202320
O'Brien Greene & Co. Inc 20200.23%0.87%1.32%Q4 2018Q3 202320
American Financial Advisors, LLC 20200.15%0.23%0.36%Q4 2018Q3 202320
SCS Capital Management LLC 10100.01%0.09%0.34%Q3 2013Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20201.86%4.33%8.71%Q4 2018Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.06%0.09%0.12%Q4 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.12%0.34%0.53%Q4 2018Q3 202320
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 20200.10%0.33%0.64%Q4 2018Q3 202320
Traverso Chambers Private Wealth Management, LLC 20200.60%2.62%3.91%Q4 2018Q3 202320
DAGCO, INC. 20200.51%2.55%3.10%Q4 2018Q3 202320
Arlington Partners LLC 1910.00%0.36%1.59%Q2 2018Q3 202320
WealthBridge Capital Management, LLC 20201.13%1.60%2.87%Q4 2018Q3 202320
Robertson Stephens Wealth Management, LLC 20200.29%0.95%1.88%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.15%0.62%1.69%Q4 2018Q3 202320
Hudson Bay Capital Management LP 910.00%0.17%0.79%Q4 2015Q3 202320
Hillcrest Wealth Advisors - NY, LLC 20204.22%6.71%8.35%Q4 2018Q3 202320
Jackson Hole Capital Partners, LLC 20200.06%0.15%0.20%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.34%0.84%1.50%Q4 2018Q3 202320
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 20200.20%1.26%2.12%Q4 2018Q3 202320
Financial Advisors, LLC 20200.96%2.39%7.15%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.12%0.38%0.74%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.24%0.48%0.61%Q4 2018Q3 202320
BRIDGES INVESTMENT MANAGEMENT INC 1640.01%0.02%0.02%Q2 2018Q2 202320
CRA Financial Services, LLC 20200.15%0.19%0.25%Q4 2018Q3 202320
Ellis Investment Partners, LLC 20200.09%0.14%0.21%Q4 2018Q3 202320
Claro Advisors LLC 20200.29%1.15%1.71%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.06%0.10%0.14%Q4 2013Q3 201820
Cynosure Group, LLC 20200.21%0.33%0.62%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.01%0.04%0.08%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.06%0.18%0.99%Q4 2018Q3 202320
Alera Investment Advisors, LLC 20200.73%1.73%2.92%Q4 2018Q3 202320
Full Sail Capital, LLC 20200.45%1.06%2.36%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.48%0.73%1.15%Q4 2018Q3 202320
Essex Savings Bank 20200.40%0.64%0.84%Q4 2018Q3 202320
Cooper Financial Group 20200.08%0.30%0.51%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.13%0.54%1.49%Q4 2018Q3 202320
FNY Investment Advisers, LLC 820.00%0.03%0.20%Q3 2018Q4 202220
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.02%0.16%0.52%Q1 2013Q4 201720
BREWIN DOLPHIN LTD 20200.01%0.01%0.02%Q3 2017Q2 202220
Farmers & Merchants Trust Co of Long Beach 20200.74%1.14%2.17%Q4 2018Q3 202320
American Portfolios Advisors 20200.28%0.43%0.67%Q4 2017Q3 202220
Larson Financial Group LLC 20200.04%0.12%0.28%Q4 2018Q3 202320
MARSHALL FINANCIAL GROUP INC /ADV 20200.32%0.55%1.02%Q4 2018Q3 202320
LexAurum Advisors, LLC 1280.08%0.17%0.32%Q3 2018Q3 202320
BRINKER CAPITAL INC 1910.07%0.31%2.76%Q4 2014Q2 202020
AT Bancorp 20200.10%0.16%0.22%Q2 2014Q1 201920
Windhaven Investment Management, Inc. 20201.39%3.13%8.04%Q2 2013Q1 201820
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 20200.08%0.22%0.30%Q2 2017Q1 202220
Sullivan, Bruyette, Speros & Blaney, LLC 20200.62%1.00%1.44%Q2 2016Q1 202120
Stratos Wealth Advisors, LLC 20200.04%0.34%1.00%Q4 2018Q3 202320
MATHER GROUP, LLC. 1640.02%0.70%3.39%Q2 2013Q3 202320
Summit Trail Advisors, LLC 1520.35%1.03%2.69%Q4 2017Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.04%0.93%4.12%Q4 2014Q3 201920
Newfoundland Capital Management 1310.11%3.88%14.15%Q1 2017Q3 202220
Fortis Advisors, LLC 1910.00%0.05%0.08%Q1 2017Q4 202220
LOGAN CAPITAL MANAGEMENT INC 1410.01%0.02%0.07%Q4 2014Q3 202320
Broadview Financial Management, LLC 20200.29%0.71%0.91%Q4 2018Q3 202320
NORTHWEST WEALTH MANAGEMENT, LLC 1550.02%0.31%0.56%Q1 2018Q3 202320
Norway Savings Bank 20200.01%0.02%0.04%Q4 2016Q3 202120
Hilton Capital Management, LLC 1280.02%0.09%0.19%Q1 2017Q1 202220
Legacy Bridge, LLC 20200.90%1.08%1.51%Q4 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.06%0.16%0.38%Q1 2016Q4 202020
Huntington Steele LLC 20200.75%0.87%1.03%Q2 2013Q1 201820
FinTrust Capital Advisors, LLC 20200.00%0.07%0.50%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.61%3.08%4.54%Q4 2015Q3 202020
BAHL & GAYNOR INC 20200.01%0.01%0.02%Q2 2013Q1 201820
CATAWBA CAPITAL MANAGEMENT /VA 20200.05%0.08%0.10%Q3 2013Q2 201820
BEACON INVESTMENT ADVISORY SERVICES, INC. 20200.13%0.75%2.66%Q4 2018Q3 202320
First PREMIER Bank 20200.00%0.01%0.02%Q4 2018Q3 202320
FFT WEALTH MANAGEMENT LLC 1730.34%0.77%2.16%Q4 2016Q3 202320
MAIRS & POWER INC 1550.00%0.01%0.01%Q2 2013Q2 201920
TD ASSET MANAGEMENT INC 1410.00%0.16%0.73%Q4 2013Q2 202120
Ellevest, Inc. 20200.03%0.06%0.24%Q4 2018Q3 202320
Pointe Capital Management LLC 20200.46%0.81%1.00%Q4 2018Q3 202320
VALLEY WEALTH MANAGERS, INC. 20200.05%0.17%0.25%Q4 2018Q3 202320
Riverview Trust Co 20200.01%0.08%0.19%Q4 2018Q3 202320
NorthRock Partners, LLC 20200.05%0.18%0.51%Q4 2018Q3 202320
CAHILL FINANCIAL ADVISORS INC 1220.06%0.16%0.30%Q1 2018Q3 202320
Capstone Financial Advisors, Inc. 1410.04%0.18%0.41%Q2 2017Q3 202320
JSF Financial, LLC 20200.37%1.51%8.53%Q4 2018Q3 202320
COMERICA SECURITIES,INC. 19190.90%1.16%1.44%Q1 2019Q3 202319
SAGE RHINO CAPITAL LLC 19190.33%0.47%0.65%Q1 2019Q3 202319
Passport Capital, LLC 1010.02%6.31%21.33%Q2 2013Q1 201919
BLUEFIN CAPITAL MANAGEMENT, LLC 930.00%0.09%0.63%Q3 2020Q3 202319
&PARTNERS 1450.13%0.24%0.42%Q4 2018Q3 202319
GREAT VALLEY ADVISOR GROUP, INC. 19190.04%0.10%0.26%Q1 2019Q3 202319
Atlantic Union Bankshares Corp 1710.01%0.05%0.13%Q1 2014Q3 202319
Hall Kathryn A. 19190.19%0.28%0.43%Q1 2019Q3 202319
Pacific Center for Financial Services 1630.02%0.03%0.04%Q4 2018Q3 202319
MGO ONE SEVEN LLC 1410.01%0.06%0.21%Q4 2017Q3 202319
Harvest Investment Services, LLC 1450.53%1.60%2.76%Q4 2018Q3 202319
MYDA Advisors LLC 310.37%3.85%11.51%Q4 2017Q3 202319
Allen Investment Management, LLC 19190.02%0.02%0.04%Q1 2019Q3 202319
Foundations Investment Advisors, LLC 19190.02%0.52%7.72%Q1 2019Q3 202319
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1610.00%0.05%0.37%Q4 2015Q3 202319
CCM INVESTMENT ADVISERS LLC 19190.06%0.21%0.32%Q2 2013Q4 201719
Brookfield Asset Management 710.00%0.13%0.49%Q2 2013Q2 202319
NEW ENGLAND ASSET MANAGEMENT INC 19190.02%0.10%0.45%Q1 2019Q3 202319
CERTUITY, LLC 16160.01%0.92%2.21%Q4 2019Q3 202319
BOENNING & SCATTERGOOD, INC. 19190.08%0.18%0.34%Q2 2018Q4 202219
Lenox Wealth Management, Inc. 19190.00%0.01%0.02%Q4 2015Q2 202019
ROCKEFELLER FINANCIAL SERVICES INC 19190.13%0.25%0.33%Q2 2013Q4 201719
TSFG, LLC 19190.35%0.58%0.96%Q1 2019Q3 202319
SII INVESTMENTS INC/WI 19190.23%0.47%0.79%Q2 2013Q4 201719
Schoolcraft Capital LLC 19190.56%1.33%1.98%Q1 2019Q3 202319
TOTH FINANCIAL ADVISORY CORP 1620.00%0.03%0.07%Q2 2018Q3 202319
Keeley-Teton Advisors, LLC 1090.03%0.07%0.11%Q4 2018Q3 202319
Financial Gravity Asset Management, Inc. 830.00%0.04%0.11%Q1 2018Q3 202319
Community Bank of Raymore 1410.06%0.09%0.13%Q3 2018Q3 202319
IFC Holdings Incorporated/FL 19190.26%0.44%0.80%Q2 2013Q4 201719
CIM INVESTMENT MANAGEMENT INC 19190.16%0.35%0.66%Q1 2019Q3 202319
Titus Wealth Management 19190.21%1.94%2.56%Q4 2017Q2 202219
MANAGED ACCOUNT SERVICES INC 1270.19%0.60%0.84%Q4 2016Q3 202119
Bienville Capital Management, LLC 1010.03%2.25%25.52%Q4 2014Q3 202319
SUNFLOWER BANK, NA WEALTH MANAGEMENT 1270.08%0.57%2.62%Q2 2013Q3 202019
Private Capital Group, LLC 19190.16%0.23%0.32%Q4 2017Q2 202219
Ford Financial Group, LLC 1720.18%0.97%1.46%Q4 2017Q4 202219
FOX RUN MANAGEMENT, L.L.C. 610.16%2.87%19.93%Q4 2015Q3 202319
Clean Yield Group 1090.03%0.05%0.06%Q4 2018Q3 202319
Summit Financial, LLC 1630.10%0.12%0.17%Q4 2018Q3 202319
Zions Bancorporation, N.A. 19190.05%0.09%0.19%Q1 2019Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.01%0.02%0.03%Q3 2018Q3 202319
TimeScale Financial, Inc. 19190.09%0.23%0.75%Q4 2018Q2 202319
Wealth Alliance Advisory Group, LLC 1720.16%0.39%0.84%Q4 2017Q3 202219
Realta Investment Advisors 19190.67%1.01%1.27%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.06%0.10%0.19%Q1 2019Q3 202319
Alpha DNA Investment Management LLC 12120.00%5.00%23.26%Q4 2020Q3 202319
NATIONAL PLANNING CORP 19190.31%1.65%4.36%Q2 2013Q4 201719
Rice Partnership, LLC 19190.02%0.92%4.58%Q1 2019Q3 202319
Rikoon Group, LLC 19190.95%1.10%1.36%Q3 2016Q1 202119
Pettinga Financial Advisors, LLC 19190.10%0.22%0.52%Q1 2019Q3 202319
Altium Wealth Management LLC 19190.04%0.10%0.30%Q4 2017Q2 202219
Ferris Capital, LLC 1630.34%0.52%0.80%Q2 2017Q1 202219
Bremer Bank National Association 19190.30%1.37%2.19%Q1 2019Q3 202319
Calamos Wealth Management LLC 1610.02%0.04%0.08%Q2 2015Q3 202319
Visionary Asset Management, Inc. 620.09%5.98%26.36%Q2 2013Q4 201819
SteelPeak Wealth, LLC 16160.00%0.58%1.04%Q4 2019Q3 202319
Next Capital Management LLC 1540.25%0.44%0.84%Q4 2018Q3 202319
First National Bank of South Miami 19190.04%0.18%0.31%Q4 2018Q2 202319
ORRSTOWN FINANCIAL SERVICES INC 19190.03%0.12%0.22%Q2 2013Q4 201719
Spears Abacus Advisors LLC 18180.03%0.10%0.20%Q2 2019Q3 202318
OLD MISSION CAPITAL LLC 610.05%1.11%4.67%Q2 2016Q2 202318
Barnett & Company, Inc. 18180.00%0.05%0.10%Q1 2016Q2 202018
Van Hulzen Asset Management, LLC 1310.02%0.32%0.71%Q4 2017Q4 202218
Independence Advisors, LLC 18180.39%0.53%0.69%Q2 2016Q3 202018
Telemetry Investments, L.L.C. 1320.11%9.10%23.37%Q1 2015Q4 202118
NORRIS PERNE & FRENCH LLP/MI 1710.03%0.07%0.10%Q1 2014Q4 201918
First Command Financial Services, Inc. 1080.00%0.02%0.09%Q4 2016Q3 202218
Truvestments Capital LLC 810.00%0.02%0.06%Q3 2018Q3 202318
PATTON FUND MANAGEMENT, INC. 18182.51%3.92%5.00%Q2 2019Q3 202318
First Command Bank 1080.00%0.03%0.09%Q4 2016Q3 202218
Allspring Global Investments Holdings, LLC 880.00%0.02%0.09%Q4 2021Q3 202318
SVB WEALTH LLC 18180.00%0.38%0.89%Q2 2019Q3 202318
Qube Research & Technologies Ltd 720.00%0.98%3.13%Q2 2020Q3 202318
Trilogy Capital Inc. 1440.02%0.11%1.41%Q1 2018Q3 202318
Strategic Wealth Partners, Ltd. 910.00%0.24%1.91%Q4 2017Q1 202318
Cypress Wealth Services, LLC 18180.06%0.48%0.90%Q4 2017Q1 202218
Astor Investment Management LLC 1020.06%1.89%3.30%Q1 2014Q2 202118
INVESTMENT CENTERS OF AMERICA INC 18180.70%0.83%1.08%Q2 2013Q3 201718
ArchPoint Investors 1530.02%0.37%1.83%Q4 2015Q4 202018
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 1710.00%0.15%0.23%Q2 2013Q3 202018
LONESTAR CAPITAL MANAGEMENT LLC 1017.01%17.78%33.06%Q2 2013Q3 201818
Crosspoint Capital Strategies, LLC 1410.00%0.23%1.24%Q4 2013Q4 202218
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18180.02%0.04%0.07%Q2 2019Q3 202318
Sound Point Capital Management, LP 9219.27%32.50%45.31%Q4 2015Q4 202018
Jacobus Wealth Management, Inc. 18180.04%0.12%0.30%Q2 2013Q3 201718
Jordan Park Group LLC 620.02%0.08%0.16%Q4 2017Q2 202318
MAKENA CAPITAL MANAGEMENT LLC 1441.14%2.35%7.17%Q2 2015Q3 202018
UNITED BANK, INC. 18180.10%0.24%0.41%Q2 2013Q3 201718
Fieldpoint Private Securities, LLC 1010.02%0.17%0.59%Q1 2017Q2 202218
ATWOOD & PALMER INC 920.01%0.02%0.09%Q2 2014Q3 202318
Commonwealth Equity Services, Inc 18180.34%0.40%0.45%Q2 2013Q3 201718
XR Securities LLC 710.00%0.58%3.85%Q3 2018Q3 202318
Sound View Wealth Advisors Group, LLC 18180.12%0.21%0.27%Q2 2019Q3 202318
Weaver Consulting Group 1170.01%0.22%0.54%Q1 2019Q3 202318
Royal Fund Management, LLC 1440.00%0.28%1.80%Q4 2016Q3 202118
FormulaFolio Investments, LLC 18180.01%0.07%0.21%Q1 2017Q2 202118
DEERE & CO 18180.57%2.84%9.60%Q2 2013Q3 201718
RDA Financial Network 18180.09%0.20%0.26%Q2 2019Q3 202318
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1170.11%0.13%0.16%Q1 2019Q3 202318
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 910.01%0.02%0.03%Q4 2016Q3 202318
Vantage Investment Partners, LLC 18180.97%1.24%1.83%Q3 2017Q4 202118
Blue Harbour Group 911.44%3.03%5.21%Q2 2013Q4 201818
Meridian Wealth Advisors, LLC 1710.09%0.43%1.74%Q4 2018Q3 202318
Beirne Wealth Consulting Services, LLC 18180.26%0.70%1.29%Q4 2018Q1 202318
Virtu KCG Holdings LLC 1140.01%0.46%6.02%Q3 2013Q2 201718
Guidance Point Advisors, LLC 1440.11%0.14%0.18%Q1 2019Q3 202318
HOWLAND CAPITAL MANAGEMENT LLC 1440.02%0.02%0.02%Q1 2019Q3 202318
Abundance Wealth Counselors 1111.20%1.55%1.97%Q4 2018Q3 202318
FIFTH THIRD SECURITIES, INC. 810.42%0.66%1.04%Q1 2016Q3 202318
FLC Capital Advisors 18180.07%0.10%0.13%Q1 2019Q2 202318
UBS AG 660.20%0.61%1.43%Q2 2013Q3 201418
Worth Venture Partners, LLC 17170.08%1.15%3.04%Q4 2016Q4 202018
MidWestOne Financial Group, Inc. 18180.22%0.42%0.66%Q2 2019Q3 202318
K2 PRINCIPAL FUND, L.P. 310.09%0.92%4.28%Q4 2014Q2 202318
CULLINAN ASSOCIATES INC 1440.02%0.08%0.13%Q1 2015Q2 202218
SUMMIT FINANCIAL GROUP, INC. 18180.25%0.64%0.96%Q2 2019Q3 202318
MONECO Advisors, LLC 1260.40%0.93%1.68%Q4 2018Q3 202318
Narwhal Capital Management 1340.00%0.06%0.09%Q1 2019Q3 202318
Engaged Capital LLC 930.11%0.80%2.29%Q1 2016Q1 202318
DAVIDSON & GARRARD INC 18180.84%1.03%1.52%Q2 2013Q3 201718
Fusion Family Wealth LLC 18180.01%0.02%0.06%Q4 2016Q1 202118
Burleson & Company, LLC 1710.05%0.71%2.90%Q2 2018Q4 202218
Magnus Financial Group LLC 1710.03%0.24%0.75%Q4 2018Q3 202318
SIMPLEX TRADING, LLC 510.00%0.27%2.01%Q3 2015Q2 202318
Strategic Investment Advisors / MI 1510.04%0.31%0.64%Q4 2018Q3 202318
PERSONAL CFO SOLUTIONS, LLC 17170.10%1.06%4.63%Q3 2019Q3 202317
Ally Financial Inc. 920.48%2.01%3.44%Q2 2014Q3 202317
CAMG Solamere Management, LLC 17170.15%0.27%0.51%Q3 2017Q3 202117
WMS Partners, LLC 1210.02%0.05%0.09%Q1 2015Q3 202317
Investors Research Corp 17170.16%0.21%0.28%Q3 2019Q3 202317
WFG Advisors, LP 17170.09%0.17%0.30%Q2 2013Q2 201717
Argentus Capital Management, LLC 1120.05%2.91%13.28%Q2 2013Q3 201617
Resource Management, LLC 17170.12%0.28%0.46%Q4 2017Q4 202117
EAGLE ASSET MANAGEMENT INC 510.00%0.03%0.09%Q2 2015Q3 202317
RONALD BLUE & CO LLC 17170.03%0.07%0.14%Q2 2013Q2 201717
AMP Capital Investors Ltd 17170.00%0.00%0.00%Q2 2013Q2 201717
Geneva Advisors, LLC 17170.08%0.15%0.22%Q2 2013Q2 201717
Vestmark Advisory Solutions, Inc. 1430.02%0.16%0.52%Q1 2019Q2 202317
New England Professional Planning Group Inc. 1430.15%0.26%0.75%Q4 2014Q3 202317
ATLAS CAPITAL ADVISORS LLC 1250.02%0.06%0.26%Q2 2019Q3 202317
BURNEY CO/ 1610.02%0.06%0.35%Q3 2018Q3 202317
Dana Investment Advisors, Inc. 1310.01%0.04%0.08%Q4 2014Q3 202317
Baldrige Asset Management LLC 17170.16%0.24%0.39%Q1 2019Q1 202317
DRIEHAUS CAPITAL MANAGEMENT LLC 1210.00%0.10%0.60%Q2 2014Q1 201817
TCG Advisory Services, LLC 12120.01%0.87%1.74%Q4 2020Q3 202317
Kalos Management, Inc. 510.00%0.85%4.44%Q4 2015Q2 202317
Cedar Wealth Management, LLC 1250.00%0.04%0.17%Q2 2018Q3 202317
Merit Financial Group, LLC 17170.06%0.20%0.45%Q3 2019Q3 202317
LEE DANNER & BASS INC 1210.02%0.03%0.03%Q3 2013Q3 202317
Aptus Capital Advisors, LLC 17170.00%0.01%0.02%Q3 2019Q3 202317
FMA ADVISORY INC 1510.16%1.01%1.94%Q2 2015Q1 202117
Cavalier Investments, LLC 1220.04%0.78%1.76%Q1 2017Q1 202317
Van Leeuwen & Company, LLC 650.18%1.94%5.30%Q3 2018Q3 202317
Point72 Hong Kong Ltd 880.10%1.05%4.45%Q4 2020Q3 202217
1st Global Advisors, Inc. 17170.05%6.37%8.90%Q2 2013Q2 201717
TIAA CREF INVESTMENT MANAGEMENT LLC 17170.00%0.01%0.02%Q2 2013Q2 201717
Lipe & Dalton 17171.71%2.38%2.74%Q2 2013Q2 201717
GARCIA HAMILTON & ASSOCIATES LP/DE 17170.06%0.23%0.71%Q2 2013Q2 201717
Wealthspire Advisors, LLC 1210.01%0.36%0.71%Q4 2018Q3 202317
MURPHY CAPITAL MANAGEMENT INC 710.03%0.06%0.13%Q2 2015Q2 202217
PRIVATE CAPITAL MANAGEMENT LLC 1250.07%0.17%0.40%Q4 2018Q3 202317
IFG Advisors, LLC 17170.37%0.55%0.72%Q3 2019Q3 202317
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 1250.10%0.15%0.23%Q4 2016Q4 202217
Procyon Advisors, LLC 16160.06%0.23%0.59%Q4 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.06%0.08%0.10%Q3 2019Q3 202317
MACKENZIE FINANCIAL CORP 1110.00%0.03%0.10%Q1 2015Q3 202317
Pacifica Partners Inc. 17170.03%0.07%0.12%Q4 2019Q4 202317
IBM Retirement Fund 930.08%18.30%100.00%Q2 2013Q2 202217
Farmers National Bank 1520.20%0.37%0.49%Q4 2014Q2 201917
Bayesian Capital Management, LP 710.08%0.93%3.33%Q4 2016Q2 202317
Adero Partners, LLC 16160.02%1.31%3.57%Q4 2019Q3 202317
Karp Capital Management Corp 530.02%0.63%2.62%Q1 2015Q4 202117
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 17170.09%0.75%1.14%Q2 2015Q2 201917
Salient Capital Advisors, LLC 17170.03%0.05%0.08%Q2 2013Q2 201717
IFG Advisory, LLC 17170.23%0.40%0.52%Q3 2019Q3 202317
INVESTMENT MANAGEMENT OF VIRGINIA LLC 1510.06%0.46%0.90%Q4 2014Q1 202317
B. Riley Wealth Management, Inc. 740.00%0.10%0.20%Q1 2014Q2 202217
Cedar Mountain Advisors, LLC 16160.25%0.30%0.36%Q4 2019Q3 202316
Provident Wealth Management, LLC 16160.00%1.37%2.88%Q4 2019Q3 202316
Firestone Capital Management 16160.83%0.98%1.22%Q4 2019Q3 202316
BEAM WEALTH ADVISORS, INC. 16160.36%2.83%3.66%Q4 2019Q3 202316
Legacy Private Trust Co. 16160.02%0.04%0.09%Q4 2018Q3 202216
Powell Investment Advisors, LLC 16160.15%0.34%0.57%Q4 2019Q3 202316
Select Equity Group, L.P. 1210.00%0.73%6.19%Q2 2016Q4 202216
CAROLINAS WEALTH CONSULTING LLC 16160.64%1.03%1.62%Q4 2019Q3 202316
Main Street Research LLC 810.05%3.74%5.80%Q4 2016Q3 202316
Sunburst Financial Group, LLC 16161.18%2.07%2.93%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.54%2.00%2.94%Q4 2019Q3 202316
TFO Wealth Partners, LLC 16160.02%0.86%2.62%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.06%0.21%0.45%Q4 2019Q3 202316
HIGHLAND CAPITAL MANAGEMENT LP 520.08%3.16%7.42%Q1 2015Q2 201916
BALLAST ADVISORS LLC 16160.31%0.81%0.99%Q4 2019Q3 202316
XML Financial, LLC 16160.79%1.50%2.21%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.99%1.21%1.37%Q2 2013Q1 201716
GFS Advisors, LLC 1310.04%0.27%0.53%Q2 2013Q4 201916
ARMISTICE CAPITAL, LLC 974.95%10.71%17.60%Q3 2019Q3 202316
Regent Peak Wealth Advisors LLC 16160.11%0.53%1.29%Q4 2019Q3 202316
Wade Financial Advisory, Inc 16160.39%0.46%0.56%Q4 2019Q3 202316
Glovista Investments LLC 1210.03%0.34%3.91%Q4 2014Q2 202316
Arkadios Wealth Advisors 16160.06%0.36%1.40%Q4 2019Q3 202316
S.A. Mason LLC 16160.21%0.23%0.28%Q4 2019Q3 202316
NWK Group, Inc. 16160.26%0.33%0.49%Q4 2019Q3 202316
9258 Wealth Management, LLC 16160.08%0.27%0.53%Q4 2019Q3 202316
Waratah Capital Advisors Ltd. 910.00%3.91%11.73%Q3 2017Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.46%0.54%0.60%Q4 2019Q3 202316
CLOVIS CAPITAL MANAGEMENT LP 979.24%29.15%55.32%Q4 2012Q4 201616
Mattern Wealth Management LLC 16160.18%0.67%3.16%Q4 2019Q3 202316
CTC LLC 310.00%0.06%0.13%Q3 2017Q2 202316
Nokomis Capital, L.L.C. 510.26%1.96%7.70%Q3 2013Q2 202016
DENVER INVESTMENT ADVISORS LLC 1330.00%0.03%0.04%Q2 2013Q1 201816
Copeland Capital Management, LLC 510.00%0.14%0.67%Q4 2015Q3 202316
STEPH & CO 16162.08%2.84%4.38%Q4 2019Q3 202316
GeoSphere Capital Management, LLC 410.15%14.92%57.99%Q2 2013Q3 202316
ARROWGRASS CAPITAL PARTNERS (US) LP 710.00%0.83%7.34%Q2 2014Q4 201616
Wilshire Advisors LLC 16162.49%4.00%5.02%Q4 2016Q3 202016
Boothe Investment Group, Inc. 1427.57%9.66%15.92%Q3 2019Q3 202316
DT Investment Partners, LLC 16160.22%0.34%0.45%Q4 2019Q3 202316
DAVIDSON TRUST CO 16161.27%1.94%2.43%Q4 2019Q3 202316
TrinityPoint Wealth, LLC 16160.05%0.17%0.50%Q4 2019Q3 202316
G&S Capital LLC 1020.01%0.05%0.17%Q4 2017Q2 202116
Aurora Private Wealth, Inc. 16160.10%0.29%0.57%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.18%0.22%0.28%Q4 2019Q3 202316
CADENCE BANK NA 970.08%0.15%0.22%Q2 2018Q2 202216
CVA Family Office, LLC 16160.06%0.11%0.21%Q4 2019Q3 202316
Weatherstone Capital Management 620.85%4.94%10.98%Q2 2013Q4 201716
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.06%0.36%0.94%Q4 2019Q3 202316
Asio Capital, LLC 16160.06%0.09%0.13%Q4 2019Q3 202316
Corbenic Partners LLC 910.00%0.01%0.07%Q4 2014Q1 202216
NVWM, LLC 970.00%0.11%0.88%Q4 2017Q2 202316
Friedenthal Financial 1020.31%1.37%7.06%Q4 2013Q3 202116
HARBOR INVESTMENT ADVISORY, LLC 16160.21%0.31%0.46%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.09%0.11%0.14%Q4 2019Q3 202316
Covenant Partners, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
Strategic Blueprint, LLC 1510.04%0.18%0.43%Q3 2019Q3 202316
Omega Financial Group, LLC 1420.12%0.18%0.22%Q3 2019Q3 202316
FrontFour Capital Group LLC 513.64%14.24%32.78%Q3 2013Q3 201816
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.32%0.59%0.87%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.04%0.19%0.38%Q4 2019Q3 202316
Cardinal Strategic Wealth Guidance 16160.03%0.18%0.93%Q4 2019Q3 202316
Apollon Wealth Management, LLC 1150.10%0.33%1.14%Q3 2019Q3 202316
CS MCKEE LP 1510.05%0.14%0.26%Q4 2015Q4 201916
Mine & Arao Wealth Creation & Management, LLC. 16160.17%0.22%0.32%Q4 2019Q3 202316
Core Wealth Advisors, Inc. 16160.39%0.85%1.72%Q4 2019Q3 202316
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 820.00%0.02%0.03%Q3 2013Q1 202316
Relative Value Partners Group, LLC 1010.02%0.03%0.05%Q1 2019Q3 202316
Trellus Management Company, LLC 910.37%6.62%14.80%Q2 2013Q4 202116
Independent Family Office, LLC 16163.02%4.13%4.78%Q4 2019Q3 202316
Disciplined Investments, LLC 16160.64%1.20%1.82%Q4 2019Q3 202316
LifeSteps Financial, Inc. 16162.45%2.95%3.32%Q4 2019Q3 202316
JACKSON SQUARE CAPITAL, LLC 16160.12%0.19%0.43%Q4 2019Q3 202316
Ameraudi Asset Management, Inc. 16160.32%0.95%3.82%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.03%0.11%0.39%Q4 2019Q3 202316
LPWM LLC 16161.38%2.51%4.59%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.19%0.26%0.30%Q4 2019Q3 202316
Aveo Capital Partners, LLC 720.03%0.35%2.72%Q4 2016Q2 202316
Asset Dedication, LLC 1150.01%0.03%0.06%Q3 2019Q3 202316
Column Capital Advisors, LLC 16160.36%0.72%0.97%Q4 2019Q3 202316
Oldfather Financial Services, LLC 16169.27%9.79%10.72%Q4 2019Q3 202316
Stadion Money Management, LLC 1410.16%2.03%6.28%Q2 2014Q2 201916
Harborview Advisors, LLC 16160.24%0.30%0.37%Q4 2017Q3 202116
Veracity Capital LLC 16160.21%4.30%10.68%Q4 2019Q3 202316
HCR Wealth Advisors 880.02%0.08%0.14%Q4 2016Q4 202016
EPIQ Capital Group, LLC 16160.03%0.08%0.13%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16160.10%0.26%1.53%Q4 2019Q3 202316
Alpine Global Management, LLC 410.16%2.42%15.88%Q3 2014Q1 202316
American Institute for Advanced Investment Management, LLP 16161.41%2.75%3.53%Q4 2019Q3 202316
Efficient Market Advisors, LLC 16160.26%1.82%5.43%Q2 2013Q1 201716
RELIANCE TRUST CO OF DELAWARE 1150.08%0.09%0.10%Q4 2013Q1 201916
Key FInancial Inc 16160.25%0.42%0.70%Q4 2019Q3 202316
Keebeck Wealth Management, LLC 16160.09%1.09%2.00%Q4 2019Q3 202316
MENDON CAPITAL ADVISORS CORP 16161.37%4.19%9.78%Q1 2016Q4 201916
XPONANCE, INC. 1030.01%0.02%0.07%Q2 2014Q3 202316
CLEAR INVESTMENT RESEARCH, LLC 16160.14%0.22%0.38%Q4 2019Q3 202316
SSI INVESTMENT MANAGEMENT LLC 830.02%0.15%0.38%Q4 2013Q1 202216
JET CAPITAL INVESTORS L P 310.49%9.60%21.40%Q2 2013Q3 202316
Lorber David A 511.56%13.39%33.84%Q3 2013Q3 201816
TIG Advisors, LLC 710.14%1.67%4.92%Q3 2013Q3 201816
EVOKE WEALTH, LLC 1510.02%0.21%0.65%Q3 2019Q3 202316
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 880.20%0.46%0.93%Q4 2015Q4 201916
Center for Financial Planning, Inc. 16160.13%0.18%0.24%Q4 2019Q3 202316
Weiss Asset Management LP 620.12%1.78%5.60%Q2 2015Q3 202316
Traynor Capital Management, Inc. 1120.00%0.07%0.26%Q4 2014Q3 202316
PURA VIDA INVESTMENTS, LLC 1221.52%5.67%11.36%Q4 2016Q1 202116
PACIFIC CAPITAL WEALTH ADVISORS, INC 16161.82%2.99%4.97%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.00%0.07%0.19%Q4 2019Q3 202316
WASHBURN CAPITAL MANAGEMENT, INC. 16160.32%0.44%0.58%Q4 2019Q3 202316
ARBOR TRUST WEALTH ADVISORS, LLC 16161.49%1.68%1.94%Q4 2019Q3 202316
EWG Elevate Inc. 16160.28%0.97%2.98%Q4 2019Q3 202316
Financial Partners Group, Inc 1230.05%0.12%0.27%Q3 2019Q3 202315
TWO SIGMA ADVISERS, LP 310.00%0.13%0.57%Q2 2013Q3 202315
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1320.10%0.18%0.49%Q4 2017Q1 202315
Columbia Pacific Advisors, LLC 1320.79%3.80%11.53%Q2 2013Q4 201715
Live Oak Private Wealth LLC 1410.10%0.14%0.30%Q4 2019Q3 202315
S. MUOIO & CO. LLC 1233.69%13.65%24.52%Q4 2014Q3 201815
Relyea Zuckerberg Hanson LLC 15150.24%0.47%0.70%Q1 2020Q3 202315
Centerpoint Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Beaumont Financial Partners, LLC 1010.02%0.12%0.81%Q3 2013Q1 202215
ICONIQ Capital, LLC 960.03%0.13%0.38%Q1 2014Q1 201815
Mayflower Financial Advisors, LLC 12120.01%0.39%0.62%Q4 2020Q3 202315
Total Clarity Wealth Management, Inc. 1410.05%0.36%0.90%Q4 2019Q3 202315
ASSET MANAGEMENT CORP /IL/ /ADV 660.10%0.72%3.59%Q4 2019Q1 202315
Spectrum Management Group, LLC 910.01%0.38%1.24%Q4 2013Q4 202115
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1050.31%0.55%1.26%Q4 2019Q3 202315
RMR Wealth Builders 1411.14%2.85%5.73%Q4 2019Q3 202315
LifePlan Financial Group, Inc 1140.02%0.06%0.15%Q2 2013Q3 202015
Ruggie Capital Group 1010.01%0.12%0.22%Q4 2014Q4 201815
Private Vista, LLC 810.25%0.38%0.71%Q4 2015Q1 202015
Edenbrook Capital, LLC 1411.60%7.95%15.36%Q4 2019Q3 202315
Ziegler Capital Management, LLC 15150.06%0.23%0.49%Q1 2020Q3 202315
MARK SHEPTOFF FINANCIAL PLANNING, LLC 1410.00%0.01%0.03%Q4 2015Q3 202315
Graypoint LLC 15150.10%0.17%0.25%Q1 2020Q3 202315
Vestcor Inc 15150.10%0.17%0.27%Q4 2019Q2 202315
Csenge Advisory Group 1410.00%0.16%0.45%Q3 2018Q3 202315
DOHJ, LLC 1410.11%0.15%0.21%Q4 2019Q3 202315
Wakefield Asset Management LLLP 960.11%0.62%0.87%Q4 2019Q3 202315
BAROMETER CAPITAL MANAGEMENT INC. 510.08%0.25%0.59%Q2 2014Q2 202315
Ironsides Asset Advisors, LLC 1320.10%0.17%0.23%Q2 2014Q1 202215
HOWARD WEALTH MANAGEMENT, LLC 1050.50%0.62%0.79%Q4 2019Q3 202315
Acorn Wealth Advisors, LLC 1230.09%0.18%0.24%Q4 2017Q3 202315
Financial Engines Advisors L.L.C. 15150.00%0.01%0.02%Q1 2020Q3 202315
Retirement Group, LLC 1410.13%0.47%1.09%Q4 2019Q3 202315
AdvicePeriod, LLC 15150.33%1.01%2.58%Q4 2017Q2 202115
Rosenberg Matthew Hamilton 15150.07%0.11%0.17%Q1 2020Q3 202315
Founders Capital Management 710.01%0.05%0.19%Q1 2017Q4 202315
RAND WEALTH, LLC 920.03%0.05%0.08%Q4 2013Q3 201815
Apollo Management Holdings, L.P. 310.13%1.04%2.90%Q1 2015Q1 202215
PrairieView Partners, LLC 15150.02%0.03%0.04%Q1 2020Q3 202315
Berman Capital Advisors, LLC 15150.18%0.49%0.91%Q1 2018Q3 202115
Hummer Financial Advisory Services Inc 15150.35%0.38%0.42%Q1 2020Q3 202315
Peachtree Investment Partners, LLC 1320.01%0.02%0.07%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.23%0.32%0.47%Q1 2020Q3 202315
Crestone Asset Management LLC 1140.10%0.20%0.45%Q4 2016Q3 202315
LITTLE HOUSE CAPITAL LLC 610.11%1.49%4.87%Q1 2019Q3 202315
Lee Financial Co 820.00%0.02%0.11%Q4 2016Q4 202115
MARINER INVESTMENT GROUP LLC 710.00%0.25%1.00%Q2 2013Q2 202015
Governors Lane LP 1110.64%3.58%11.03%Q1 2016Q3 202115
Watershed Asset Management, L.L.C. 1416.45%22.16%52.93%Q2 2013Q3 202215
TAP Consulting, LLC 15151.58%2.39%2.90%Q1 2020Q3 202315
Grace Capital 15150.38%0.84%2.86%Q2 2018Q4 202115
Avion Wealth 15150.01%0.03%0.05%Q1 2020Q3 202315
Braver Wealth Management, LLC 15150.22%0.84%3.93%Q2 2013Q4 201615
RB Capital Management, LLC 15150.80%1.36%2.35%Q1 2020Q3 202315
Vectors Research Management, LLC 1410.00%0.00%0.01%Q3 2018Q2 202215
Hodges Capital Management Inc. 15150.01%0.06%0.15%Q3 2013Q1 201715
Atom Investors LP 920.40%5.40%28.91%Q4 2019Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.18%0.64%Q1 2020Q3 202315
Emerson Wealth, LLC 151510.52%14.92%23.31%Q4 2018Q2 202215
J.W. COLE ADVISORS, INC. 870.29%0.78%1.24%Q4 2019Q3 202315
SHINE INVESTMENT ADVISORY SERVICES INC 15150.20%0.26%0.31%Q1 2017Q3 202015
MSI Financial Services Inc 15150.25%0.56%0.86%Q2 2013Q4 201615
Canton Hathaway, LLC 1230.00%0.89%1.46%Q4 2018Q3 202315
SOUTH TEXAS MONEY MANAGEMENT LTD 1310.01%0.01%0.02%Q2 2013Q2 201915
Petix & Botte Co 1230.51%1.21%2.80%Q4 2019Q3 202315
BTG Pactual Global Asset Management Ltd 510.08%2.83%13.00%Q1 2018Q1 202215
Graves Light Lenhart Wealth, Inc. 15150.02%0.10%0.18%Q4 2018Q2 202215
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 15150.00%0.01%0.10%Q4 2019Q2 202315
Advisor Group, Inc. 15150.26%0.48%0.94%Q2 2016Q4 201915
HENGEHOLD CAPITAL MANAGEMENT LLC 1230.08%2.03%3.13%Q2 2013Q3 202315
Meridian Wealth Partners, LLC 15151.50%2.58%6.46%Q1 2020Q3 202315
Frisch Financial Group, Inc. 920.12%0.14%0.16%Q4 2018Q3 202315
Wellington Shields Capital Management, LLC 1050.03%0.05%0.09%Q4 2016Q4 202115
TRUST CO OF OKLAHOMA 1320.11%0.13%0.15%Q4 2019Q3 202315
BT Wealth Management LLC 15150.78%1.80%2.83%Q4 2018Q2 202215
HIGH POINT BANK & TRUST CO 15151.19%1.93%3.40%Q2 2013Q4 201615
Faithward Advisors, LLC 1140.00%0.02%0.08%Q4 2019Q3 202315
OKABENA INVESTMENT SERVICES INC 15150.02%0.19%2.46%Q1 2020Q3 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.08%0.25%0.55%Q1 2020Q3 202315
Madison Asset Management, LLC 1310.00%0.03%0.06%Q4 2019Q3 202314
Affiance Financial, LLC 1310.01%0.03%0.20%Q4 2019Q2 202314
Lattice Strategies LLC 14140.16%0.64%1.30%Q2 2013Q3 201614
Continuum Advisory, LLC 14140.40%0.65%0.97%Q2 2020Q3 202314
Longer Investments Inc. 1010.36%3.35%13.08%Q1 2014Q1 201914
Southern Wealth Management, LLP 14140.53%1.59%2.28%Q4 2019Q1 202314
ACIMA PRIVATE WEALTH, LLC 14140.35%0.47%0.99%Q4 2018Q1 202214
Kore Private Wealth LLC 1220.02%0.29%0.64%Q4 2018Q3 202214
LAU ASSOCIATES LLC 1040.19%0.69%1.50%Q2 2016Q4 201914
Shannon River Fund Management LLC 510.24%15.16%39.77%Q3 2013Q3 202114
VIRIDIAN RIA, LLC 1220.20%0.25%0.33%Q3 2018Q1 202214
Diameter Capital Partners LP 912.94%17.20%55.36%Q3 2018Q2 202314
PIERSHALE FINANCIAL GROUP, INC. 1310.00%0.91%12.67%Q3 2013Q1 202114
NORTHSTAR WEALTH PARTNERS LLC 14140.28%0.48%0.61%Q1 2017Q2 202014
Tennessee Valley Asset Management Partners 920.07%0.15%0.34%Q4 2018Q3 202314
LMCG INVESTMENTS, LLC 1020.01%0.47%0.92%Q2 2013Q1 202314
Lehman & Derafelo Financial Resources LLC 1220.00%0.01%0.01%Q4 2018Q3 202214
Advanced Asset Management Advisors Inc 1220.00%0.01%0.02%Q4 2019Q3 202314
COWEN AND COMPANY, LLC 610.01%2.04%7.18%Q3 2019Q3 202314
Tahithromos, L.L.C. 710.17%0.70%2.87%Q1 2014Q1 201814
Global Financial Private Capital, Inc 14140.12%0.19%0.31%Q1 2017Q2 202014
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
LBA Wealth Management, LLC 14140.06%0.17%0.38%Q4 2013Q1 201714
Atlas Private Wealth Advisors 14140.20%0.36%0.52%Q2 2020Q3 202314
BRAVE ASSET MANAGEMENT INC 810.01%0.15%1.28%Q4 2013Q4 202014
Northwest Bancshares, Inc. 14140.11%0.14%0.19%Q2 2020Q3 202314
Schneider Downs Wealth Management Advisors, LP 1310.08%0.17%0.21%Q4 2019Q3 202314
Kavar Capital Partners, LLC 720.02%0.15%0.56%Q4 2013Q3 202014
Clear Creek Financial Management, LLC 1040.06%0.82%1.44%Q1 2020Q3 202314
Baker Ellis Asset Management LLC 14140.03%0.03%0.04%Q3 2016Q4 201914
BTR CAPITAL MANAGEMENT INC 14140.06%0.09%0.12%Q2 2019Q3 202214
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 310.34%4.41%16.70%Q1 2016Q2 202314
AlphaCore Capital LLC 950.00%0.03%0.09%Q4 2019Q3 202314
MKP Capital Management, L.L.C. 310.60%22.49%92.77%Q4 2014Q3 202314
FORTE CAPITAL LLC /ADV 14140.07%0.08%0.09%Q2 2020Q3 202314
GREENWOOD GEARHART INC 1040.03%0.05%0.08%Q4 2017Q2 202314
Lincoln Capital LLC 1220.06%0.08%0.11%Q2 2018Q3 202314
FIDUCIENT ADVISORS LLC 1310.02%0.48%1.38%Q1 2018Q3 202314
Venture Visionary Partners LLC 14140.20%1.02%2.52%Q2 2020Q3 202314
Costello Asset Management, INC 14140.00%0.02%0.03%Q2 2020Q3 202314
JANUS HENDERSON INVESTORS US LLC 1310.00%0.04%0.10%Q3 2013Q1 201714
Visium Asset Management, LP 310.00%0.23%1.27%Q2 2013Q2 201614
GLG Partners LP 220.02%0.90%3.77%Q1 2015Q3 201714
BKS ADVISORS, LLC 14140.10%0.13%0.16%Q4 2015Q1 201914
Single Point Partners, LLC 710.32%1.52%1.96%Q4 2019Q3 202314
Gerstein Fisher 14140.05%0.09%0.24%Q2 2013Q3 201614
G2 Investment Partners Management LLC 710.20%2.29%7.07%Q1 2014Q3 201914
Wealthquest Corp 14140.05%0.10%0.15%Q2 2020Q3 202314
Varma Mutual Pension Insurance Co 420.35%3.55%9.05%Q4 2017Q3 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.06%0.10%0.24%Q2 2013Q3 201614
Prudent Man Advisors, LLC 14141.50%1.72%2.42%Q2 2020Q3 202314
TRANSCEND CAPITAL ADVISORS, LLC 1310.04%0.12%0.32%Q1 2020Q3 202314
Eukles Asset Management 14140.00%0.01%0.05%Q2 2020Q3 202314
Cypress Wealth Advisors LLC 14140.23%0.88%1.48%Q2 2015Q3 201814
COZAD ASSET MANAGEMENT INC 14140.24%0.40%0.62%Q2 2020Q3 202314
New England Investment & Retirement Group, Inc. 510.02%1.82%4.70%Q4 2014Q3 202114
Wealth Advisory Solutions, LLC 861.02%1.80%4.19%Q4 2019Q2 202314
KLINGENSTEIN FIELDS & CO LP 1010.01%0.01%0.02%Q1 2015Q4 202214
Pine River Capital Management L.P. 1010.12%0.70%1.91%Q3 2013Q3 201614
ACCESS FINANCIAL SERVICES, INC. 1220.12%0.33%0.77%Q1 2017Q2 202114
CUE ADVISORY SERVICES, INC. 950.18%0.43%0.75%Q4 2014Q3 201814
NuWave Investment Management, LLC 810.00%0.43%1.98%Q4 2017Q2 202214
FNY Managed Accounts LLC 310.00%0.17%1.18%Q2 2013Q1 201814
York Capital Management Global Advisors, LLC 810.53%4.52%9.71%Q2 2013Q2 202014
Ensign Peak Advisors, Inc 13130.33%0.43%0.90%Q4 2019Q4 202213
PRIVATE TRUST CO NA 760.16%0.37%0.59%Q1 2013Q3 202313
One Charles Private Wealth Services, LLC 1210.11%0.56%2.94%Q2 2020Q3 202313
Investors Capital Advisory Services 13130.22%0.33%0.54%Q2 2013Q2 201613
Tower View Wealth Management LLC 940.00%0.00%0.00%Q4 2017Q3 202213
Inlet Private Wealth, LLC 1210.06%0.07%0.08%Q4 2019Q3 202313
Atika Capital Management LLC 311.36%3.73%10.55%Q1 2014Q3 202213
ORANGE CAPITAL, LLC 643.62%29.74%58.23%Q2 2013Q4 201513
PRW Wealth Management LLC 710.10%0.44%0.66%Q4 2018Q1 202313
Texan Capital Management 13130.26%0.60%1.82%Q4 2014Q4 201713
LINDEN ADVISORS LP 510.06%0.79%3.89%Q2 2014Q3 202113
KANALY TRUST CO 13130.01%0.01%0.01%Q4 2013Q4 201613
Baltimore-Washington Financial Advisors, Inc. 850.00%0.06%0.23%Q4 2013Q3 202313
PACIFIC FINANCIAL GROUP INC 13130.23%0.34%0.55%Q3 2020Q3 202313
InterOcean Capital Group, LLC 12120.00%1.14%1.81%Q4 2020Q3 202313
McAdam, LLC 1030.02%0.04%0.05%Q1 2018Q3 202313
MACKAY SHIELDS LLC 13130.03%0.09%0.16%Q1 2018Q1 202113
BANK PICTET & CIE (ASIA) LTD 620.13%0.54%1.61%Q4 2013Q3 201813
McLean Asset Management Corp 13133.46%5.60%10.97%Q4 2020Q4 202313
Elmwood Wealth Management, Inc. 710.04%0.06%0.07%Q1 2018Q4 202113
AVIANCE CAPITAL MANAGEMENT, LLC 720.00%0.04%0.20%Q3 2013Q1 201813
Personal Wealth Partners 13131.54%1.95%2.74%Q1 2019Q1 202213
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 13130.40%0.80%1.09%Q4 2014Q4 201713
Founders Financial Alliance, LLC 13130.02%0.03%0.06%Q3 2020Q3 202313
Baron Financial Group, LLC 13138.93%10.39%14.12%Q3 2020Q3 202313
Newman Dignan & Sheerar, Inc. 1210.03%0.07%0.10%Q4 2019Q3 202313
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.06%0.15%0.43%Q3 2020Q3 202313
Lloyd Advisory Services, LLC. 13130.07%2.65%4.98%Q4 2019Q4 202213
Berkshire Bank 13130.06%0.07%0.10%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.00%0.02%0.05%Q3 2020Q3 202313
Outlook Wealth Advisors, LLC 13130.21%0.28%0.36%Q3 2019Q3 202213
Semmax Financial Advisors Inc. 1110.00%0.01%0.02%Q4 2019Q3 202313
Kestra Advisory Services, LLC 13130.27%0.33%0.42%Q3 2020Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.36%0.51%0.78%Q2 2013Q2 201613
Bayview Asset Management, LLC 1115.44%12.74%20.71%Q1 2020Q3 202313
TFC Financial Management, Inc. 13130.00%0.01%0.01%Q3 2020Q3 202313
RESTON WEALTH MANAGEMENT LLC 620.10%0.44%1.13%Q4 2018Q3 202213
Anchorage Capital Group, L.L.C. 312.73%12.03%49.88%Q1 2014Q3 202113
YHB Investment Advisors, Inc. 13130.48%0.55%0.60%Q3 2020Q3 202313
COURAGE CAPITAL MANAGEMENT LLC 619.68%19.29%43.01%Q2 2013Q3 201713
PACES FERRY WEALTH ADVISORS, LLC 13131.46%1.97%2.42%Q3 2020Q3 202313
West Oak Capital, LLC 940.00%0.06%0.18%Q2 2013Q3 202313
Summit Place Financial Advisors, LLC 13130.88%2.61%3.32%Q3 2020Q3 202313
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 760.02%0.35%1.15%Q4 2019Q3 202313
Wagner Wealth Management, LLC 810.00%0.08%0.22%Q4 2017Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.12%0.16%0.29%Q3 2020Q3 202313
ARVEST TRUST CO N A 853.11%3.59%3.97%Q2 2013Q3 202313
AXA S.A. 13130.00%0.00%0.01%Q1 2019Q1 202213
Mayfair Advisory Group, LLC 1210.21%0.38%0.66%Q4 2019Q3 202313
Advisory Alpha, LLC 910.00%0.02%0.03%Q4 2019Q3 202313
Leelyn Smith, LLC 13130.01%0.10%0.27%Q4 2019Q4 202213
SHUFRO ROSE & CO LLC 13130.09%0.13%0.18%Q3 2020Q3 202313
Zions Bancorporation 13130.05%0.10%0.13%Q1 2015Q1 201813
Tranquility Partners, LLC 1210.18%0.32%0.44%Q4 2019Q3 202313
ACUTA CAPITAL PARTNERS, LLC 941.86%6.93%18.59%Q4 2014Q1 201813
PRECEPT MANAGEMENT LLC 311.22%6.00%15.91%Q4 2016Q3 202313
Virtus Fund Advisers, LLC 13130.00%0.00%0.01%Q2 2014Q2 201713
LITTLEJOHN & CO LLC 11110.00%0.90%1.99%Q1 2021Q3 202313
Miracle Mile Advisors, LLC 13130.01%0.03%0.06%Q3 2020Q3 202313
Financial Sense Advisors, Inc. 710.08%0.25%0.58%Q3 2013Q2 202113
True North Advisors, LLC 1210.05%0.08%0.14%Q4 2019Q3 202313
WASHINGTON CAPITAL MANAGEMENT, INC 510.19%1.47%2.90%Q4 2017Q3 202313
Smith, Salley & Associates 1210.02%0.03%0.07%Q2 2014Q3 202313
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 610.86%5.80%19.49%Q2 2013Q3 201713
Kingfisher Capital LLC 710.06%0.84%2.54%Q4 2015Q4 202113
Aprio Wealth Management, LLC 1010.11%1.12%5.03%Q4 2019Q3 202313
Magnetar Financial LLC 510.02%0.74%2.34%Q2 2013Q2 201813
Capital Wealth Alliance, LLC 13130.83%1.70%2.44%Q4 2019Q4 202213
Tourbillon Capital Partners, L.P. 411.27%4.12%11.67%Q4 2013Q3 201813
PARSONS CAPITAL MANAGEMENT INC/RI 1110.00%0.03%0.05%Q1 2015Q3 202313
Elm Ridge Management, LLC 13133.88%16.13%23.34%Q1 2014Q1 201713
VESTOR CAPITAL, LLC 1110.01%0.01%0.02%Q2 2017Q2 202313
Austin Private Wealth, LLC 910.04%1.56%13.97%Q4 2019Q3 202313
MADISON WEALTH MANAGEMENT 1210.08%0.10%0.23%Q4 2019Q3 202313
Beacon Financial Advisory LLC 1210.12%0.62%1.35%Q4 2019Q2 202313
KFA Private Wealth Group, LLC 13130.16%2.16%3.08%Q3 2020Q3 202313
Quantbot Technologies LP 510.01%0.22%0.75%Q3 2019Q3 202313
Symphony Financial, Ltd. Co. 1210.15%2.54%3.64%Q1 2020Q3 202313
ClearBridge Investments 710.00%0.00%0.00%Q4 2016Q4 202213
BlackRock Group LTD 12120.00%0.07%0.14%Q2 2013Q1 201613
Stegner Investment Associates Inc. 13130.56%2.29%5.16%Q3 2020Q3 202313
VSR Financial Services, Inc. 13130.20%0.98%1.60%Q2 2013Q2 201613
Weyland Capital Management, LLC 13136.00%7.33%8.48%Q2 2013Q2 201613
Valiant Capital Management, L.P. 617.18%12.94%24.70%Q2 2015Q1 202313
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 13130.28%0.60%1.10%Q3 2020Q3 202313
ELLINGTON MANAGEMENT GROUP LLC 610.04%6.39%20.71%Q1 2017Q2 202113
RGT Wealth Advisors, LLC 810.07%0.42%1.32%Q3 2016Q3 202213
JGP Wealth Management, LLC 13130.04%0.05%0.07%Q3 2020Q3 202313
WOODSTOCK CORP 13130.51%0.63%0.80%Q4 2020Q4 202313
ALGERT GLOBAL LLC 410.02%0.11%0.27%Q3 2017Q1 202313
GAM Holding AG 1120.02%0.08%0.37%Q1 2017Q3 202213
Newbridge Financial Services Group, Inc. 13130.30%0.47%0.80%Q3 2020Q3 202313
COHEN & STEERS, INC. 12120.01%0.01%0.02%Q4 2020Q3 202312
NATIONAL PENN INVESTORS TRUST CO /PA 12120.03%0.05%0.06%Q2 2013Q1 201612
WEXFORD CAPITAL LP 610.04%1.30%4.13%Q3 2016Q4 202212
ALBION FINANCIAL GROUP /UT 1010.01%0.02%0.03%Q4 2016Q3 202312
ARISTEIA CAPITAL, L.L.C. 611.46%10.20%25.42%Q3 2013Q1 202312
SAWGRASS ASSET MANAGEMENT LLC 1110.02%0.04%0.18%Q2 2013Q3 202312
PRINCIPAL FINANCIAL GROUP INC 810.00%0.00%0.01%Q4 2014Q3 202312
CI INVESTMENTS INC. 660.01%0.38%0.99%Q2 2013Q1 202212
WEST BANCORPORATION INC 842.38%3.19%4.23%Q4 2019Q3 202312
Corsair Capital Management 710.16%0.80%2.23%Q3 2015Q2 202312
LUMINUS MANAGEMENT LLC 810.12%0.83%1.74%Q3 2014Q2 202212
Gates Capital Management 11122.49%30.70%42.89%Q1 2016Q4 202012
Exchange Capital Management, Inc. 710.00%0.02%0.04%Q2 2013Q1 202212
Oasis Management Co Ltd. 510.04%5.22%19.88%Q1 2016Q3 202212
MCDONALD PARTNERS LLC 12120.01%0.14%0.20%Q4 2020Q3 202312
WestEnd Advisors, LLC 12120.00%0.95%2.57%Q1 2020Q4 202212
SOLARIS ASSET MANAGEMENT LLC 710.01%0.30%1.39%Q2 2013Q3 201812
Columbus Hill Capital Management, L.P. 310.77%6.69%14.06%Q4 2013Q2 201812
Weiss Multi-Strategy Advisers LLC 710.01%0.50%1.68%Q2 2013Q1 202212
Parametric Risk Advisors LLC 12120.04%0.11%0.24%Q2 2013Q1 201612
Phoenix Investment Adviser LLC 710.00%0.97%3.96%Q4 2013Q2 201912
Capital Investment Counsel, Inc 510.01%0.01%0.02%Q1 2019Q3 202312
Zuckerman Investment Group, LLC 12120.03%0.04%0.05%Q4 2020Q3 202312
RK Capital 840.32%0.89%1.47%Q2 2020Q2 202312
Argent Advisors, Inc. 12123.42%4.11%4.62%Q4 2020Q3 202312
First City Capital Management, Inc. 12120.12%0.19%0.28%Q4 2020Q3 202312
IMC-Chicago, LLC 310.00%0.16%0.83%Q1 2019Q4 202212
B. Riley Financial, Inc. 310.74%14.68%41.64%Q2 2016Q4 202112
JCIC Asset Management Inc. 12120.00%3.31%4.18%Q4 2020Q3 202312
JHL Capital Group LLC 621.33%22.52%49.49%Q3 2013Q4 201612
Quintium Advisors, LLC 410.00%0.36%0.73%Q4 2013Q1 201612
Pinnacle Advisory Group, Inc. 810.01%0.44%4.13%Q2 2013Q4 201912
Price Wealth, LLC 12120.05%1.53%3.30%Q4 2017Q3 202012
Angeles Investment Advisors, LLC 12120.00%4.64%37.54%Q4 2020Q3 202312
Redhawk Wealth Advisors, Inc. 750.07%0.29%0.61%Q3 2018Q1 202212
Pinkerton Retirement Specialists, LLC 930.02%0.66%2.82%Q2 2016Q3 202112
Westside Investment Management, Inc. 610.00%0.01%0.02%Q1 2017Q3 202312
Alerus Investment Advisors Corp 12120.76%4.12%6.03%Q2 2013Q1 201612
Connective Capital Management, LLC 848.76%18.92%34.25%Q2 2013Q2 201612
Smith Anglin Financial, LLC 12120.06%0.12%0.26%Q4 2020Q3 202312
Freedom Investment Management, Inc. 410.01%0.05%0.18%Q2 2015Q4 202212
Mariner Wealth Advisors-Cincinnati, LLC 12122.75%3.39%3.76%Q4 2015Q3 201812
Marathon Trading Investment Management LLC 710.03%0.10%0.45%Q4 2016Q3 202312
SVA Wealth Management, LLC 530.02%0.04%0.07%Q3 2017Q4 202012
Vontobel Holding Ltd. 12120.00%0.03%0.06%Q4 2020Q3 202312
E&G Advisors, LP 12120.13%0.34%0.47%Q4 2020Q3 202312
HWG Holdings LP 520.03%3.75%12.92%Q2 2020Q4 202212
Gresham Partners, LLC 750.15%3.61%12.54%Q4 2014Q1 202012
Venator Capital Management Ltd. 9111.80%24.17%36.93%Q2 2018Q1 202212
D'Orazio & Associates, Inc. 910.00%0.00%0.02%Q1 2016Q3 202112
DARRELL & KING LLC 12120.03%0.06%0.08%Q4 2015Q3 201812
Folger Hill Asset Management LP 540.12%1.56%5.99%Q4 2015Q1 201812
Cascade Investment Advisors, Inc. 1110.10%0.11%0.11%Q4 2019Q1 202312
BlueSky Wealth Advisors, LLC 530.05%0.09%0.14%Q3 2017Q4 202012
Capital Bank & Trust Co 1020.00%0.00%0.01%Q2 2017Q2 202112
AAF Wealth Management, LLC 12120.40%0.65%1.07%Q4 2020Q3 202312
Blueshift Asset Management, LLC 410.08%3.34%9.00%Q4 2018Q3 202312
Providence Capital Advisors, LLC 910.00%0.07%0.15%Q4 2017Q3 202312
Financial Services Advisory Inc 410.20%5.06%26.31%Q4 2017Q3 202312
TIAA Kaspick, LLC 12120.31%3.24%6.76%Q4 2018Q3 202112
Principle Wealth Partners LLC 1110.01%0.04%0.05%Q2 2020Q3 202312
Dougherty Wealth Advisers LLC 930.01%0.05%0.07%Q4 2018Q3 202312
Main Street Financial Solutions, LLC 12120.10%0.13%0.16%Q4 2020Q3 202312
Advisor OS, LLC 1110.23%0.37%0.50%Q2 2020Q3 202312
Miramar Capital, LLC 750.07%0.17%0.32%Q4 2018Q3 202312
HOWARD FINANCIAL SERVICES, LTD. 1110.07%0.17%0.43%Q4 2018Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.02%0.05%Q4 2018Q3 202112
LAKE STREET FINANCIAL LLC 12120.06%0.09%0.12%Q4 2020Q3 202312
Joseph P. Lucia & Associates, LLC 620.01%0.01%0.02%Q1 2019Q2 202212
Marcum Wealth, LLC 12120.06%0.11%0.19%Q4 2020Q3 202312
ESL Trust Services, LLC 1010.07%0.12%0.27%Q4 2019Q2 202312
Olympiad Research LP 710.14%0.92%4.09%Q4 2019Q3 202312
Candlestick Capital Management LP 830.66%2.00%3.27%Q1 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.12%0.17%0.24%Q4 2020Q3 202312
John W. Brooker & Co., CPAs 12120.02%0.03%0.03%Q4 2019Q3 202212
Apella Capital, LLC 930.03%0.06%0.10%Q4 2020Q4 202312
BELLEVUE ASSET MANAGEMENT, LLC 1110.00%0.02%0.04%Q1 2020Q3 202312
Columbia Trust Co 01012016 930.27%0.44%0.62%Q4 2019Q4 202212
HighMark Wealth Management LLC 840.01%0.56%5.80%Q4 2019Q3 202312
Aberdeen Wealth Management LLC 810.06%0.10%0.12%Q4 2019Q3 202312
Wealth CMT 752.25%3.29%5.04%Q4 2019Q4 202212
Element Wealth, LLC 12120.02%1.17%5.19%Q4 2020Q3 202312
Citizens National Bank Trust Department 12120.04%0.06%0.09%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.11%0.15%0.21%Q4 2020Q3 202312
Aaron Wealth Advisors LLC 12120.23%0.77%1.35%Q4 2020Q3 202312
Sunflower Bank, N.A. 12120.40%0.63%1.02%Q4 2020Q3 202312
Advisor Resource Council 540.00%0.45%1.64%Q2 2021Q3 202312
Bordeaux Wealth Advisors LLC 12120.20%0.40%0.71%Q4 2020Q3 202312
Fullen Financial Group 12120.30%0.41%0.51%Q2 2020Q1 202312
MTM Investment Management, LLC 12120.00%0.04%0.07%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.09%0.13%0.17%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.03%0.07%0.18%Q4 2020Q3 202312
Centennial Wealth Advisory LLC 12120.71%0.85%1.20%Q4 2020Q3 202312
Brown Miller Wealth Management, LLC 12120.50%0.75%1.00%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12120.00%0.14%0.47%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.10%0.13%0.20%Q4 2020Q3 202312
Foster Group, Inc. 12121.33%2.82%5.96%Q4 2020Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12120.33%0.42%0.57%Q4 2020Q3 202312
Sightline Wealth Advisors, LLC 12120.67%0.88%1.30%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12120.39%0.44%0.52%Q4 2020Q3 202312
Greenfield FTC, Inc. 12122.56%3.00%3.35%Q4 2020Q3 202312
Newton One Investments LLC 12120.04%0.06%0.08%Q4 2020Q3 202312
McClarren Financial Advisors, Inc. 12120.71%0.84%1.11%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.00%0.01%0.03%Q4 2020Q3 202312
Prosperity Planning, Inc. 12120.13%0.20%0.37%Q4 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.53%0.76%1.12%Q4 2020Q3 202312
West Financial Advisors, LLC 12120.02%0.02%0.02%Q4 2020Q3 202312
Latitude Advisors, LLC 12120.21%1.09%5.94%Q4 2020Q3 202312
Brown Financial Advisory 12120.30%0.67%1.21%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.02%0.03%0.03%Q4 2020Q3 202312
Oakwell Private Wealth Management, LLC 12120.73%1.21%2.04%Q4 2020Q3 202312
Elk River Wealth Management, LLC 12120.17%0.29%0.54%Q4 2020Q3 202312
Bluesphere Advisors, LLC 12120.23%0.44%0.98%Q4 2020Q3 202312
Allegheny Financial Group LTD 12120.12%0.23%0.46%Q4 2020Q3 202312
Orin Green Financial, LLC 12120.50%0.74%1.07%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.09%0.15%0.22%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12123.11%3.54%4.08%Q4 2020Q3 202312
FINANCIAL MANAGEMENT NETWORK INC 12120.09%0.28%0.38%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.11%0.18%0.22%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12120.39%0.59%0.78%Q4 2020Q3 202312
Connolly Sarah T. 12120.24%0.32%0.46%Q4 2020Q3 202312
Humankind Investments LLC 12123.72%4.94%10.17%Q4 2020Q3 202312
COREPATH WEALTH PARTNERS LLC 12125.66%6.07%6.51%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.12%0.17%0.22%Q4 2020Q3 202312
Wealth Dimensions Group, Ltd. 12120.21%0.30%0.47%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.11%0.14%0.18%Q4 2020Q3 202312
CHILDRESS CAPITAL ADVISORS, LLC 12120.40%1.41%10.86%Q4 2020Q3 202312
Willis Johnson & Associates, Inc. 12120.27%0.75%1.28%Q4 2020Q3 202312
Guardian Wealth Advisors, LLC 12121.14%8.61%9.82%Q4 2020Q3 202312
Platt Investment Counsel, LLC 12128.39%14.45%17.61%Q4 2020Q3 202312
LCM Capital Management Inc 12128.72%9.48%10.90%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Frank, Rimerman Advisors LLC 12120.11%0.22%0.34%Q4 2020Q3 202312
Abacus Wealth Partners, LLC 12120.10%0.19%0.35%Q4 2020Q3 202312
Laird Norton Wetherby Trust Company, LLC 12120.16%0.20%0.25%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.16%0.22%0.31%Q4 2018Q3 202112
EMERSON INVESTMENT MANAGEMENT, LLC 12122.24%2.92%4.06%Q2 2013Q1 201612
ANDERSON HOAGLAND & CO 12123.71%4.25%4.74%Q4 2020Q3 202312
FACTORY MUTUAL INSURANCE CO 12120.44%1.57%3.82%Q4 2020Q3 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12120.10%0.20%0.30%Q4 2020Q3 202312
DOLIVER ADVISORS, LP 810.08%0.14%0.26%Q2 2017Q4 202312
Leucadia National 440.21%0.64%1.19%Q4 2022Q3 202312
Zurcher Kantonalbank (Zurich Cantonalbank) 11110.00%0.00%0.02%Q1 2021Q3 202311
Diversified, LLC 1010.19%0.29%0.57%Q4 2020Q3 202311
SkyOak Wealth, LLC 740.05%0.10%0.19%Q4 2019Q3 202311
Kaizen Financial Strategies 920.17%0.60%1.61%Q4 2020Q3 202311
Birch Grove Capital LP 910.19%0.53%1.24%Q1 2018Q4 202211
Wealthstreet Investment Advisors, LLC 920.03%0.08%0.16%Q2 2018Q1 202111
KWB Wealth 11110.04%0.04%0.05%Q1 2021Q3 202311
NOMURA ASSET MANAGEMENT CO LTD 310.00%0.02%0.10%Q4 2016Q3 202311
Northwest Capital Management Inc 430.06%0.20%0.40%Q3 2018Q3 202311
Cubist Systematic Strategies, LLC 310.00%0.31%2.40%Q1 2015Q2 202311
Clarkston Capital Partners, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Navalign, LLC 11110.25%0.29%0.35%Q1 2021Q3 202311
KENNICOTT CAPITAL MANAGEMENT LLC 11110.13%0.32%0.50%Q1 2021Q3 202311
Wealth Alliance 710.06%0.17%0.51%Q1 2020Q2 202311
CURIAN CAPITAL LLC 11110.16%0.48%1.17%Q2 2013Q4 201511
Centerbridge Partners 611.83%9.76%34.92%Q3 2013Q1 202211
Fort Sheridan Advisors LLC 11110.14%0.19%0.23%Q1 2021Q3 202311
Advisors Capital Management, LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
Spire Wealth Management 11110.11%0.13%0.15%Q1 2021Q3 202311
GRIES FINANCIAL LLC 11110.07%1.16%1.92%Q1 2021Q3 202311
Fermata Advisors, LLC 11110.29%1.18%3.87%Q1 2021Q3 202311
Golden State Wealth Management, LLC 710.08%0.19%0.31%Q1 2019Q1 202211
Stewardship Financial Advisors, LLC 11110.01%0.01%0.02%Q3 2018Q1 202111
PVG ASSET MANAGEMENT CORP 420.18%3.35%9.11%Q2 2018Q3 202311
Campion Asset Management 11112.96%3.56%5.01%Q1 2021Q3 202311
Lumature Wealth Partners, LLC 11110.03%0.04%0.08%Q4 2020Q2 202311
M. Kraus & Co 11110.22%0.28%0.33%Q1 2021Q3 202311
Numina Capital Management, LLC 924.17%17.07%31.30%Q4 2014Q4 201711
Hoover Financial Advisors, Inc. 11110.22%0.38%0.55%Q4 2018Q2 202111
CORTLAND ASSOCIATES INC/MO 740.03%0.04%0.04%Q1 2019Q3 202211
TRUEWEALTH LLC 11110.52%0.93%1.05%Q4 2017Q2 202011
QUEST CAPITAL MANAGEMENT INC /ADV 11110.05%0.22%0.55%Q2 2019Q4 202111
Ameritas Investment Company, LLC 11110.16%0.41%1.10%Q1 2019Q3 202111
Islet Management, LP 311.07%3.19%7.11%Q4 2018Q1 202311
Rothschild Capital Partners, LLC 510.99%5.13%16.08%Q1 2016Q3 202311
TAMRO Capital Partners LLC 11110.01%0.05%0.14%Q2 2013Q4 201511
Minot Wealth Management LLC 11110.16%0.49%3.28%Q4 2019Q2 202211
Wealth Advisors of Tampa Bay, LLC 11110.13%0.16%0.18%Q1 2021Q3 202311
SouthernSun Asset Management 310.02%0.18%0.95%Q4 2013Q4 202111
Twele Capital Management, Inc. 11110.76%1.26%1.51%Q1 2021Q3 202311
HYA Advisors, Inc 11110.37%0.51%0.61%Q4 2019Q2 202211
Clal Insurance Enterprises Holdings Ltd 410.01%2.41%5.40%Q4 2016Q2 202311
Trust Co 810.00%0.01%0.08%Q3 2018Q3 202311
Westshore Wealth, LLC 1011.14%4.06%5.20%Q4 2019Q2 202311
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 513.44%7.85%16.40%Q3 2013Q4 201811
Stratos Investment Management, LLC 11110.07%0.40%0.86%Q1 2021Q3 202311
BFSG, LLC 740.04%0.08%0.10%Q1 2017Q4 201911
Maven Securities LTD 410.01%0.12%0.52%Q3 2020Q3 202311
GoalVest Advisory LLC 830.02%0.06%0.10%Q4 2020Q4 202311
Castleview Partners, LLC 810.01%0.41%1.91%Q1 2018Q3 202311
CMG Global Holdings, LLC 11112.97%3.26%3.65%Q1 2021Q3 202311
SECURITY BENEFIT LIFE INSURANCE CO /KS/ 810.08%1.10%4.90%Q4 2018Q1 202311
Journey Advisory Group, LLC 11110.03%0.11%0.16%Q4 2020Q2 202311
Narus Financial Partners, LLC 740.38%0.46%0.55%Q4 2016Q3 202311
Sierra Capital LLC 11111.87%2.57%3.32%Q1 2021Q3 202311
RED CEDAR INVESTMENT MANAGEMENT, LLC 11113.43%4.00%5.32%Q1 2021Q3 202311
Lehman Financial Resources, Inc. 11110.00%0.01%0.02%Q1 2013Q3 201511
Forward Management, LLC 310.00%4.39%10.07%Q4 2013Q4 201911
Piscataqua Savings Bank 11110.01%0.01%0.02%Q1 2021Q3 202311
Hunting Hill Global Capital, LLC 310.25%1.27%4.21%Q4 2020Q2 202311
ARGUS INVESTORS' COUNSEL, INC. 11110.17%0.25%0.28%Q1 2021Q3 202311
Planned Solutions, Inc. 740.76%0.94%1.08%Q3 2020Q2 202311
Point72 Middle East FZE 440.00%0.45%1.47%Q4 2022Q3 202311
D.B. Root & Company, LLC 810.08%0.14%0.18%Q1 2018Q1 202211
Pallas Capital Advisors LLC 11110.02%0.79%1.34%Q1 2021Q3 202311
Pinnacle Summer Investments, Inc. 11110.00%0.19%0.36%Q2 2013Q4 201511
Cable Hill Partners, LLC 11110.00%0.03%0.07%Q3 2016Q1 201911
Wallington Asset Management, LLC 11111.30%1.43%1.54%Q2 2013Q4 201511
Mitsubishi UFJ Asset Management (UK) Ltd. 430.46%1.43%1.78%Q1 2020Q3 202311
PARTNERS CAPITAL INVESTMENT GROUP, LLP 910.07%0.28%0.57%Q4 2017Q3 202311
WestHill Financial Advisors, Inc. 920.04%0.04%0.06%Q4 2020Q3 202311
Union Square Park Capital Management, LLC 828.14%15.61%28.04%Q4 2020Q3 202311
KENNEDY CAPITAL MANAGEMENT LLC 810.01%0.03%0.07%Q4 2015Q3 202011
Round Rock Advisors, LLC 11110.25%0.52%1.08%Q1 2021Q3 202311
Hudson Portfolio Management LLC 11110.39%0.51%0.56%Q1 2021Q3 202311
Alhambra Investment Management LLC 1010.28%1.32%3.09%Q4 2019Q3 202211
FundX Investment Group, LLC 610.05%0.68%1.74%Q4 2013Q2 202111
EQ LLC 11110.86%1.07%1.47%Q4 2020Q2 202311
KORNITZER CAPITAL MANAGEMENT INC /KS 11110.01%0.01%0.01%Q3 2020Q1 202311
Sandell Asset Management Corp. 410.20%5.32%17.42%Q4 2014Q4 201911
Ten Capital Wealth Advisors, LLC 11110.01%0.06%0.16%Q3 2020Q1 202311
I.G. INVESTMENT MANAGEMENT, LTD. 610.00%0.01%0.01%Q2 2013Q3 201711
MBA Advisors LLC 11110.33%0.55%0.74%Q1 2021Q3 202311
Renasant Bank 920.18%0.27%0.37%Q4 2020Q3 202311
Resurgent Financial Advisors LLC 880.06%0.87%3.79%Q4 2021Q3 202311
Yellowstone Partners, LLC 920.11%0.14%0.18%Q4 2013Q4 201711
AMI INVESTMENT MANAGEMENT INC 920.11%0.35%0.63%Q3 2019Q2 202211
EPG Wealth Management LLC 510.02%0.05%0.14%Q4 2019Q3 202311
State of Wyoming 11110.12%2.56%20.98%Q1 2021Q3 202311
SG3 Management, LLC 410.13%0.80%1.73%Q4 2016Q4 202211
Nachman Norwood & Parrott, Inc 11110.09%0.12%0.16%Q4 2018Q2 202111
Newport Capital Group, LLC 922.91%4.53%5.23%Q4 2020Q3 202311
Saturna Capital CORP 11110.00%0.00%0.00%Q2 2013Q4 201511
CT Financial Advisors LLC 1010.43%0.49%0.64%Q1 2014Q1 201711
DeepCurrents Investment Group LLC 320.01%0.49%1.13%Q4 2020Q2 202211
Enterprise Trust & Investment Co 10100.00%0.05%0.06%Q1 2020Q2 202210
Eagle Bay Advisors LLC 10100.01%0.02%0.06%Q2 2021Q3 202310
Force Capital Management LLC 10101.26%4.52%7.77%Q2 2017Q3 201910
Wealth Quarterback LLC 410.04%0.46%1.38%Q1 1987Q1 202310
Private Advisory Group LLC 730.08%1.49%2.35%Q2 2018Q3 202310
Hefty Wealth Partners 10100.53%0.83%1.44%Q4 2015Q1 201810
Greenhouse Funds LLLP 610.29%4.33%10.77%Q2 2017Q3 202310
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 510.05%0.08%0.10%Q4 2020Q3 202310
Wellesley Investment Partners, LLC 820.09%0.23%0.74%Q4 2015Q4 201910
BEESE FULMER INVESTMENT MANAGEMENT, INC. 910.00%0.04%0.05%Q2 2020Q3 202310
Bedell Frazier Investment Counselling, LLC 310.06%1.46%3.65%Q4 2016Q2 202210
Stockman Wealth Management, Inc. 510.05%0.08%0.30%Q4 2017Q3 202310
Vanguard Personalized Indexing Management, LLC 10100.04%0.08%0.20%Q2 2021Q3 202310
Shulman DeMeo Asset Management LLC 640.07%0.11%0.20%Q1 2019Q1 202310
MONEY CONCEPTS CAPITAL CORP 820.01%0.04%0.10%Q4 2020Q3 202310
Sumitomo Mitsui DS Asset Management Company, Ltd 820.00%0.25%1.06%Q2 2014Q4 201810
Summit Financial Wealth Advisors, LLC 640.08%0.22%0.71%Q4 2014Q3 201710
Jump Financial, LLC 910.02%1.96%4.34%Q3 2020Q2 202310
PSI Advisors, LLC 910.00%0.01%0.06%Q4 2019Q3 202310
Intrua Financial, LLC 910.15%0.36%0.57%Q2 2020Q1 202310
SP Asset Management 910.03%0.03%0.05%Q4 2019Q3 202210
Graticule Asia Macro Advisors LLC 210.12%4.77%17.35%Q1 2015Q4 202110
HHM Wealth Advisors, LLC 820.00%0.01%0.02%Q1 2020Q3 202310
HEADINVEST, LLC 910.01%0.12%0.16%Q2 2014Q3 202310
RICE HALL JAMES & ASSOCIATES, LLC 910.02%0.04%0.11%Q4 2017Q4 202210
Taylor Wealth Management Partners 910.01%0.89%4.66%Q4 2015Q4 201810
RIVERNORTH CAPITAL MANAGEMENT, LLC 10100.19%0.26%0.45%Q2 2014Q3 201610
CastleKnight Management LP 660.46%3.00%7.39%Q2 2022Q3 202310
STEELHEAD PARTNERS LLC 410.00%0.11%0.42%Q2 2013Q4 201610
EverPoint Asset Management, LLC 630.07%1.53%6.43%Q2 2014Q3 201610
Elo Mutual Pension Insurance Co 10102.45%3.15%4.07%Q1 2018Q2 202010
CITY NATIONAL BANK 10100.01%0.02%0.05%Q2 2013Q3 201510
Hills Bank & Trust Co 10100.02%0.03%0.04%Q1 2021Q2 202310
Accel Wealth Management 10100.01%0.02%0.04%Q4 2020Q1 202310
LEVIN CAPITAL STRATEGIES, L.P. 310.05%0.57%1.63%Q3 2014Q3 202310
NorthCoast Asset Management LLC 10100.09%0.13%0.20%Q2 2019Q3 202110
F3Logic, LLC 10100.01%0.15%0.56%Q3 2018Q4 202010
GPS Wealth Strategies Group, LLC 730.01%0.01%0.02%Q1 2021Q3 202310
High Falls Advisors, Inc 320.01%0.88%3.47%Q4 2015Q2 202110
Andalusian Capital Partners, LP 820.58%18.48%36.29%Q4 2013Q2 201610
COLTON GROOME FINANCIAL ADVISORS, LLC 10100.10%1.31%8.15%Q4 2020Q1 202310
Cornerstone Wealth Group, LLC 10100.24%0.86%3.04%Q2 2021Q3 202310
Hound Partners 710.53%7.43%20.36%Q4 2013Q3 202210
New Potomac Partners, LLC 10100.01%0.01%0.01%Q4 2017Q1 202010
Spotlight Asset Group, Inc. 610.09%0.29%0.97%Q2 2020Q3 202310
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 640.02%0.05%0.10%Q4 2017Q1 202110
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10100.18%0.43%0.63%Q4 2017Q1 202010
IRONWOOD INVESTMENT MANAGEMENT LLC 410.13%0.36%0.85%Q4 2016Q2 202310
HC FINANCIAL ADVISORS INC 10100.01%0.01%0.02%Q1 2020Q2 202210
Truvvo Partners LLC 910.11%0.16%0.23%Q4 2016Q2 201910
Riggs Asset Managment Co. Inc. 10100.00%1.00%2.43%Q4 2020Q1 202310
Livingston Group Asset Management CO (operating as Southport Capital Management) 410.05%0.15%0.30%Q1 2015Q2 202110
Garrison Point Capital, LLC 10100.21%2.33%7.21%Q2 2020Q3 202210
GAMCO INVESTORS, INC. ET AL 510.00%0.01%0.01%Q4 2018Q3 202310
Laidlaw Wealth Management LLC 820.07%0.10%0.12%Q3 2020Q3 202310
L. Roy Papp & Associates, LLP 820.02%0.08%0.10%Q2 2013Q1 202210
Banco de Sabadell, S.A 550.02%0.04%0.10%Q4 2017Q1 202310
HARBOUR INVESTMENTS, INC. 640.09%0.13%0.17%Q1 2021Q3 202310
NEW YORK STATE COMMON RETIREMENT FUND 910.01%0.01%0.03%Q2 2018Q3 202310
MID CONTINENT CAPITAL LLC/IL 10100.03%0.03%0.04%Q2 2013Q3 201510
Bath Savings Trust Co 640.02%0.03%0.03%Q4 2020Q3 202310
Convergent Wealth Advisors 10102.24%3.13%3.91%Q2 2013Q3 201510
JOYN Advisors, Inc. 410.00%0.05%0.13%Q4 2013Q4 201810
Bank of New Hampshire 10100.24%0.28%0.35%Q2 2021Q3 202310
Strategic Equity Management 730.07%2.97%6.88%Q1 2021Q3 202310
SG Capital Management LLC 811.96%10.69%23.97%Q3 2017Q4 202010
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 10100.12%0.61%0.76%Q2 2013Q3 201510
Bogart Wealth, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Mizuho Bank, Ltd. 411.91%5.24%9.90%Q2 2013Q3 201910
NatWest Group plc 10100.02%0.53%4.04%Q2 2013Q3 201510
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 610.00%0.06%0.24%Q2 2016Q3 202110
SILVERBACK ASSET MANAGEMENT LLC 510.01%2.35%5.86%Q2 2014Q2 202310
Clear Perspective Advisors, LLC 730.02%0.12%0.33%Q4 2016Q4 202110
WEALTHFRONT Corp 510.00%0.00%0.01%Q4 2014Q2 201810
Vontobel Swiss Wealth Advisors AG 550.18%0.38%0.63%Q4 2017Q2 202010
Main Management ETF Advisors, LLC 913.00%5.66%7.48%Q1 2019Q4 202210
Gainplan LLC 710.26%11.28%74.30%Q2 2018Q2 202210
CapWealth Advisors, LLC 520.00%0.02%0.03%Q3 2013Q3 201610
FSA Wealth Management LLC 610.11%0.14%0.17%Q4 2019Q2 202310
SABBY MANAGEMENT, LLC 210.10%1.99%9.44%Q2 2013Q3 202310
Legacy Wealth Planning, LLC 820.26%0.45%1.46%Q4 2019Q3 202210
Stonebridge Financial Planning Group, LLC 10100.03%0.07%0.13%Q4 2019Q1 202210
CONTINENTAL ADVISORS LLC 990.55%3.19%6.40%Q2 2013Q2 201510
HOHIMER WEALTH MANAGEMENT, LLC 610.04%0.07%0.10%Q4 2019Q3 202310
Jackson Wealth Management, LLC 410.07%0.52%1.29%Q4 2014Q1 202110
BEACON FINANCIAL GROUP 610.09%2.19%7.04%Q3 2013Q3 201810
Connecticut Wealth Management, LLC 810.04%0.15%0.44%Q4 2019Q3 202310
Encompass Capital Advisors LLC 210.17%10.72%23.98%Q2 2013Q1 202310
NINE MASTS CAPITAL Ltd 210.00%0.29%1.81%Q2 2015Q3 202010
VECTOR WEALTH MANAGEMENT, LLC 910.15%0.25%0.31%Q3 2013Q4 201610
Front Street Capital Management, Inc. 640.05%0.05%0.06%Q1 2021Q3 202310
Trexquant Investment LP 430.02%0.08%0.20%Q4 2019Q2 202310
First Capital Advisors Group, LLC. 640.03%0.23%0.67%Q3 2017Q2 202310
GRS Advisors, LLC 10104.72%8.99%12.60%Q2 2013Q3 201510
SONATA CAPITAL GROUP INC 990.10%0.17%0.33%Q3 2021Q3 20239
Bellwether Advisors, LLC 990.01%0.01%0.01%Q4 2020Q4 20229
BCK CAPITAL MANAGEMENT LP 990.00%0.00%0.00%Q3 2021Q3 20239
Concord Wealth Partners 810.06%0.11%0.13%Q4 2020Q3 20239
Renaissance Technologies 310.00%0.00%0.01%Q1 2018Q3 20239
CAPITAL GUARDIAN TRUST CO 210.00%0.00%0.01%Q3 2013Q1 20199
Paragon Capital Management Ltd 540.04%0.09%0.15%Q1 2021Q3 20239
Hayden Royal, LLC 540.16%0.56%1.10%Q4 2018Q2 20219
Fore Research & Management, LP 410.01%2.62%7.44%Q2 2013Q1 20179
HawsGoodwin Investment Management LLC 990.01%0.33%2.06%Q4 2019Q4 20219
Halpern Financial, Inc. 720.04%0.52%0.91%Q4 2019Q3 20239
626 Financial, LLC 810.82%0.96%1.50%Q1 2021Q3 20239
Investors Financial Group, LLC 990.70%0.89%1.03%Q4 2019Q4 20219
CFM WEALTH PARTNERS LLC 630.05%0.07%0.09%Q4 2019Q1 20229
Pensionmark Financial Group, LLC 610.04%0.07%0.10%Q4 2018Q1 20229
Capital Group Private Client Services, Inc. 990.01%0.02%0.03%Q3 2021Q3 20239
PT ASSET MANAGEMENT, LLC 320.14%1.22%5.52%Q3 2015Q4 20169
High Net Worth Advisory Group LLC 990.13%0.15%0.19%Q4 2021Q4 20239
GeoWealth Management, LLC 510.01%0.22%0.49%Q3 2019Q3 20239
JANUS HENDERSON GROUP PLC 610.00%0.01%0.02%Q2 2017Q3 20209
PECONIC PARTNERS LLC 510.02%4.33%24.67%Q2 2016Q4 20219
TRUE Private Wealth Advisors 510.01%0.03%0.10%Q3 2016Q4 20209
AMF Tjanstepension AB 810.41%0.54%0.67%Q4 2014Q3 20239
Sculptor Capital LP 410.09%0.55%2.65%Q3 2013Q1 20179
DREMAN VALUE MANAGEMENT, L L C 990.00%0.16%0.44%Q2 2013Q2 20159
TNF LLC 990.12%0.14%0.20%Q3 2021Q3 20239
Phoenix Holdings Ltd. 810.02%0.19%0.37%Q4 2019Q1 20229
American Financial Network Advisory Services LLC 990.38%0.47%0.64%Q3 2017Q3 20199
Executive Wealth Management, LLC 630.01%0.04%0.05%Q4 2018Q1 20229
CIBC WORLD MARKETS CORP 310.01%0.24%1.23%Q4 2016Q4 20219
FORT PITT CAPITAL GROUP, LLC 810.00%0.03%0.04%Q4 2015Q4 20209
HMS Capital Management, LLC 770.05%0.95%4.50%Q1 2018Q3 20199
InTrack Investment Management Inc 510.17%0.62%1.39%Q2 2021Q4 20239
Badgley Phelps Wealth Managers, LLC 990.18%0.20%0.24%Q3 2021Q3 20239
WC Walker & Associates, Inc. 990.17%0.27%0.35%Q4 2020Q4 20229
VAUGHAN DAVID INVESTMENTS LLC/IL 520.01%0.01%0.02%Q2 2013Q1 20189
Community Financial Services Group, LLC 720.01%0.01%0.01%Q2 2013Q3 20159
PHH Investments, Ltd. 990.45%0.52%0.64%Q4 2017Q4 20199
GRAY FINANCIAL GROUP /GA /ADV /ADV 990.10%1.30%3.60%Q4 2014Q4 20169
Camarda Financial Advisors, LLC 310.00%1.74%6.01%Q2 2013Q4 20229
Reservoir Operations, L.P. 990.11%0.15%0.18%Q4 2013Q4 20159
New Capital Management LP 990.03%0.07%0.13%Q1 2019Q1 20219
Vickerman Investment Advisors, Inc. 990.18%0.22%0.27%Q3 2021Q3 20239
WS MANAGEMENT LLLP 320.18%1.06%2.15%Q2 2013Q2 20219
Betterment LLC 610.00%0.00%0.00%Q4 2020Q3 20239
AAFMAA Wealth Management & Trust LLC 630.15%0.16%0.19%Q4 2020Q1 20239
Espalier Global Management LLC 411.83%6.95%15.42%Q2 2013Q1 20169
Neuberger Berman Canada ULC 660.37%2.56%5.29%Q2 2013Q3 20149
Agate Pass Investment Management, LLC 990.40%0.66%0.81%Q4 2021Q4 20239
Cambria Investment Management, L.P. 991.65%1.92%2.51%Q3 2017Q3 20199
Good Harbor Financial, LLC 720.05%25.13%39.16%Q2 2013Q3 20159
MBL Wealth, LLC 720.14%0.31%0.60%Q4 2020Q3 20239
BOURGEON CAPITAL MANAGEMENT LLC 510.01%0.09%0.23%Q2 2020Q2 20239
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 710.00%0.01%0.05%Q4 2013Q4 20199
Gs Investments, Inc. 990.02%0.02%0.02%Q3 2021Q3 20239
North Fourth Asset Management, LP 611.91%5.95%15.21%Q1 2019Q4 20229
S&T BANK/PA 990.04%0.06%0.07%Q4 2020Q4 20229
THOROUGHBRED FINANCIAL SERVICES, LLC 720.02%0.05%0.10%Q3 2020Q3 20239
WHITENER CAPITAL MANAGEMENT, INC. 990.12%0.19%0.25%Q4 2017Q4 20199
Claraphi Advisory Network, LLC 610.05%0.11%0.17%Q2 2019Q1 20229
LSP Investment Advisors, LLC 990.97%1.29%1.63%Q3 2021Q3 20239
Huber Financial Advisors, LLC 990.11%0.18%0.22%Q1 2018Q1 20209
MRCap LP 771.14%18.86%52.79%Q1 2019Q3 20209
55I, LLC 720.02%0.09%0.28%Q2 2020Q3 20229
BECK CAPITAL MANAGEMENT, LLC 540.76%1.84%3.48%Q4 2014Q3 20179
Integrated Wealth Management 990.26%0.36%0.57%Q1 2015Q1 20179
Sequoia Wealth Management, LLC 991.60%3.90%7.68%Q4 2017Q4 20199
Roundview Capital LLC 990.03%0.03%0.04%Q3 2021Q3 20239
FLAGSTAR ADVISORS INC 991.69%1.91%2.30%Q3 2021Q3 20239
Seneca House Advisors 990.68%0.75%0.80%Q4 2017Q4 20199
Fulcrum Equity Management 410.09%0.51%1.22%Q4 2018Q3 20239
Pinion Investment Advisors, LLC 720.18%0.67%1.31%Q1 2021Q3 20239
Highmount Capital, LLC 990.26%0.29%0.32%Q2 2013Q2 20159
GRATIA CAPITAL, LLC 210.20%8.91%30.10%Q3 2015Q3 20239
Quantitative Investment Management, LLC 630.88%4.26%7.17%Q3 2016Q4 20189
TECTONIC ADVISORS LLC 990.01%0.01%0.02%Q4 2020Q4 20229
Elm Partners Management LLC 510.00%0.10%0.28%Q2 2019Q1 20229
Tuttle Capital Management, LLC 310.08%3.47%15.76%Q1 2014Q1 20219
Castellan Group 990.40%0.94%1.61%Q1 2021Q1 20239
Brick & Kyle, Associates 990.01%0.01%0.02%Q4 2014Q4 20169
RATIONAL ADVISORS LLC 810.00%0.22%1.72%Q1 2018Q3 20209
Kozak & Associates, Inc. 990.02%0.03%0.04%Q3 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.02%0.07%0.29%Q2 2013Q2 20159
K.J. Harrison & Partners Inc 540.10%0.74%2.01%Q4 2020Q2 20239
Bernardo Wealth Planning LLC 990.12%0.24%0.36%Q4 2018Q4 20209
Windsor Creek Advisors, LLC 880.36%5.94%13.76%Q4 2018Q3 20209
Employees Retirement System of Texas 990.10%0.20%0.35%Q4 2015Q4 20179
WBI INVESTMENTS, LLC 511.38%1.74%2.55%Q2 2020Q3 20239
Blackstone Inc. 210.00%0.30%0.84%Q2 2015Q1 20239
VeraBank, N.A. 990.32%0.46%0.65%Q3 2021Q3 20239
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 310.04%0.96%1.78%Q3 2014Q3 20239
CAPITAL INSIGHT PARTNERS, LLC 720.05%0.06%0.07%Q4 2020Q2 20239
BOSTON PROVIDENT, L.P. 990.30%8.90%20.47%Q2 2013Q2 20159
Stevens First Principles Investment Advisors 990.00%0.00%0.00%Q4 2014Q4 20169
Bain Capital Public Equity Management II, LLC 310.02%0.56%1.98%Q2 2019Q1 20239
Trek Financial, LLC 330.02%0.12%0.29%Q4 2018Q3 20239
KETTLE HILL CAPITAL MANAGEMENT, LLC 511.01%1.70%2.53%Q2 2020Q3 20239
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 510.00%0.07%0.22%Q2 2013Q1 20199
Moab Capital Partners 713.74%5.93%12.26%Q2 2013Q1 20199
Stanford Investment Group, Inc. 993.60%4.80%5.39%Q4 2014Q4 20169
Barber Financial Group, Inc. 510.06%2.70%7.20%Q4 2017Q1 20228
NCM Capital Management, LLC 880.42%0.76%0.88%Q4 2021Q3 20238
Westchester Capital Management, LLC 710.00%0.21%0.86%Q4 2012Q1 20158
Texas Yale Capital Corp. 880.03%0.03%0.04%Q4 2016Q3 20188
Byrne Asset Management LLC 880.03%0.11%0.23%Q4 2021Q3 20238
Thrive Wealth Management, LLC 880.15%0.21%0.32%Q4 2021Q3 20238
KEB ASSET MANAGEMENT, LLC 880.15%0.25%0.40%Q4 2021Q3 20238
Silver Point Capital L.P. 420.50%3.58%9.19%Q4 2013Q4 20198
American Assets Investment Management, LLC 620.18%0.52%1.15%Q1 2018Q1 20228
Morton Brown Family Wealth, LLC 880.44%0.58%0.73%Q4 2021Q3 20238
DEARBORN PARTNERS LLC 530.01%0.01%0.01%Q1 2021Q2 20238
Commonwealth Financial Services, LLC 410.14%2.43%15.15%Q4 2014Q3 20238
TAGStone Capital, Inc. 880.39%0.45%0.54%Q4 2021Q3 20238
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 880.04%0.12%0.20%Q2 2021Q1 20238
Lake Point Wealth Management 510.00%0.06%0.08%Q4 2018Q2 20228
Wolf Group Capital Advisors 880.11%0.14%0.17%Q4 2020Q3 20228
PROVENCE WEALTH MANAGEMENT GROUP 880.20%0.40%0.65%Q4 2021Q3 20238
Core Alternative Capital 882.90%3.57%4.62%Q1 2020Q4 20218
MCMILLION CAPITAL MANAGEMENT INC 410.01%0.01%0.02%Q2 2019Q2 20238
Optiver US LLC 310.01%0.13%0.40%Q3 2017Q4 20208
JBF Capital, Inc. 310.00%3.55%9.88%Q4 2015Q2 20208
Corvex Management LP 212.12%6.14%12.25%Q2 2014Q2 20238
ARDSLEY ADVISORY PARTNERS LP 310.92%4.77%16.86%Q4 2013Q3 20228
Schechter Investment Advisors, LLC 880.13%0.16%0.23%Q4 2021Q3 20238
Icon Wealth Partners, LLC 410.01%0.15%0.94%Q1 2019Q2 20238
Heartwood Wealth Advisors LLC 440.04%0.07%0.10%Q3 2021Q3 20238
SC&H Financial Advisors, Inc. 880.29%0.49%1.02%Q4 2021Q3 20238
Red Door Wealth Management, LLC 410.08%0.16%0.24%Q4 2019Q4 20228
Stone Point Wealth LLC 880.17%0.22%0.27%Q4 2021Q3 20238
ML & R WEALTH MANAGEMENT LLC 880.18%0.26%0.36%Q4 2021Q3 20238
Rotella Capital Management, Inc. 880.42%2.63%5.16%Q2 2013Q1 20158
NewEdge Wealth, LLC 880.02%0.06%0.11%Q4 2021Q3 20238
Revolve Wealth Partners, LLC 880.47%0.62%0.75%Q4 2021Q3 20238
Optiver Holding B.V. 620.01%0.05%0.11%Q1 2021Q3 20238
Arden Trust Co 880.07%0.08%0.12%Q2 2019Q1 20218
Atria Wealth Solutions, Inc. 770.02%0.15%0.21%Q1 2022Q3 20238
Rise Advisors, LLC 880.22%0.26%0.32%Q4 2021Q3 20238
Loeb Offshore Management LP 550.00%0.05%0.11%Q4 2013Q4 20148
Morling Financial Advisors, LLC 880.05%0.06%0.07%Q4 2021Q3 20238
Bensler, LLC 880.30%0.35%0.41%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.03%0.04%0.05%Q4 2021Q3 20238
Prosperity Consulting Group, LLC 883.40%4.09%4.82%Q4 2021Q3 20238
Allie Family Office LLC 880.53%0.61%0.80%Q4 2021Q3 20238
EASTERLY INVESTMENT PARTNERS LLC 770.04%0.41%0.78%Q1 2022Q3 20238
BENJAMIN EDWARDS INC 880.00%0.01%0.01%Q4 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 880.46%0.51%0.59%Q4 2021Q3 20238
SHELTON WEALTH MANAGEMENT, LLC 880.62%0.88%1.12%Q4 2021Q3 20238
PIN OAK INVESTMENT ADVISORS INC 620.01%0.02%0.02%Q4 2017Q3 20238
Stephens Consulting, LLC 880.07%0.13%0.37%Q4 2021Q3 20238
Wescott Financial Advisory Group, LLC 880.06%0.08%0.10%Q4 2021Q3 20238
BROADMARK ASSET MANAGEMENT LLC 2113.04%29.10%57.04%Q4 2013Q4 20198
Zullo Investment Group, Inc. 880.13%0.15%0.19%Q4 2021Q3 20238
Red Tortoise LLC 440.40%0.79%1.13%Q3 2021Q3 20238
OPTIONS SOLUTIONS, LLC 882.28%3.40%4.20%Q4 2021Q3 20238
PERRY CAPITAL 513.24%8.42%20.26%Q3 2013Q1 20168
NATIONAL BANK OF CANADA /FI/ 880.00%0.18%0.94%Q4 2021Q3 20238
Flower City Capital 880.37%0.57%0.86%Q4 2021Q3 20238
NinePointTwo Capital LLC 880.02%0.02%0.02%Q4 2021Q3 20238
Peterson Financial Group, Inc. 880.76%0.93%1.59%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.16%0.26%0.39%Q4 2021Q3 20238
Berger Financial Group, Inc 610.02%0.04%0.06%Q4 2020Q2 20238
Bank of Kentucky, Inc. 880.00%0.01%0.01%Q2 2013Q1 20158
Stonegate Investment Group, LLC 880.05%0.06%0.07%Q4 2021Q3 20238
Francis Financial, Inc. 620.25%0.91%2.37%Q4 2017Q3 20238
Lodge Hill Capital, LLC 215.62%9.52%13.85%Q3 2014Q2 20238
Congress Wealth Management LLC / DE / 880.01%0.01%0.04%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Wedmont Private Capital 880.14%0.28%0.56%Q4 2021Q3 20238
Buckingham Capital Management, Inc. 880.07%0.19%0.26%Q2 2013Q1 20158
Independent Advisor Alliance 510.01%0.16%0.60%Q1 2017Q3 20238
Brewster Financial Planning LLC 8812.22%12.53%13.07%Q4 2021Q3 20238
RE Dickinson Investment Advisors, LLC 880.05%0.67%1.94%Q4 2021Q3 20238
SPHERA FUNDS MANAGEMENT LTD. 310.73%4.81%12.88%Q4 2013Q1 20238
Cassady Schiller Wealth Management, LLC 880.11%0.22%0.27%Q4 2021Q3 20238
U.S. Capital Wealth Advisors, LLC 880.01%0.03%0.06%Q4 2021Q3 20238
HFG Advisors, Inc. 880.98%1.05%1.15%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.31%0.37%0.44%Q2 2013Q1 20158
Collaborative Wealth Managment Inc. 610.15%0.26%0.40%Q1 2021Q3 20238
Perfromance Wealth Partners, LLC 880.04%0.04%0.05%Q4 2021Q3 20238
True Link Financial Advisors, LLC 880.03%0.08%0.16%Q4 2020Q3 20228
FRONTIER INVESTMENT MGMT CO 610.00%0.02%0.03%Q2 2017Q2 20208
MORRIS FINANCIAL CONCEPTS, INC. 880.52%0.63%0.83%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.27%0.42%0.48%Q2 2013Q1 20158
DBK Financial Counsel, LLC 882.14%2.59%3.14%Q4 2021Q3 20238
Asset Allocation & Management Company, LLC 880.08%0.12%0.19%Q4 2021Q3 20238
Amtrust Financial Services, Inc. 882.06%4.39%7.18%Q4 2021Q3 20238
Tidal Investments LLC 410.06%1.36%3.28%Q4 2019Q2 20238
BRIGGS ADVISORY GROUP, INC. 885.99%7.39%9.64%Q4 2021Q3 20238
Covestor Ltd 880.00%0.00%0.01%Q4 2021Q3 20238
Coury Firm Asset Management LLC 880.41%0.52%0.58%Q4 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.18%0.24%0.27%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 881.75%1.91%2.12%Q4 2021Q3 20238
BLODGETT WEALTH ADVISORS, LLC 880.97%1.36%2.02%Q4 2021Q3 20238
United Capital Management of KS, Inc. 410.09%0.14%0.18%Q3 2018Q2 20218
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 880.54%0.65%0.78%Q4 2021Q3 20238
SFG Wealth Management, LLC. 880.31%0.49%0.60%Q4 2021Q3 20238
FIDUCIARY MANAGEMENT ASSOCIATES LLC 440.02%0.06%0.13%Q2 2013Q4 20158
CARDIFF PARK ADVISORS, LLC 880.11%0.13%0.16%Q4 2021Q3 20238
Upper Left Wealth Management, LLC 880.46%0.62%0.72%Q4 2021Q3 20238
Ackerman Capital Advisors, LLC 510.00%0.08%0.14%Q2 2017Q4 20198
Amplius Wealth Advisors, LLC 880.04%0.04%0.05%Q4 2021Q3 20238
Professional Financial Advisors, LLC 530.00%0.26%0.76%Q3 2020Q3 20228
Black Maple Capital Management LP 210.22%3.49%7.03%Q4 2015Q2 20238
Ranch Capital Advisors Inc. 880.02%0.03%0.08%Q4 2019Q3 20218
Mechanics Financial Corp 881.26%1.36%1.42%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
Quent Capital, LLC 880.04%0.07%0.12%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.76%0.94%1.00%Q4 2021Q3 20238
Kaydan Wealth Management, Inc. 880.32%3.17%13.19%Q4 2021Q3 20238
Winthrop Partners - WNY, LLC 880.10%0.12%0.14%Q4 2017Q3 20198
Pinnacle Family Advisors, LLC 410.11%3.42%6.40%Q4 2016Q3 20218
Granby Capital Management, LLC 512.81%4.80%8.40%Q4 2020Q3 20238
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 510.09%4.22%14.94%Q2 2013Q4 20158
Heritage Investment Group, Inc. 880.12%0.23%0.44%Q4 2021Q3 20238
KilterHowling LLC 880.24%0.29%0.32%Q4 2021Q3 20238
Summit X, LLC 710.04%0.09%0.21%Q4 2018Q1 20228
Clientfirst Wealth Management, LLC 881.23%1.66%2.16%Q4 2021Q3 20238
C2C Wealth Management, LLC 880.58%0.68%0.75%Q4 2021Q3 20238
Keystone Wealth Services, LLC 880.46%0.59%0.67%Q4 2021Q3 20238
Alight Capital Management LP 311.19%3.82%6.32%Q1 2020Q3 20238
CAPITAL ONE FINANCIAL CORP 880.03%0.16%0.46%Q1 2020Q4 20218
Hayek Kallen Investment Management 880.10%0.10%0.10%Q4 2021Q3 20238
Bill Few Associates, Inc. 880.26%0.29%0.33%Q4 2021Q3 20238
Latigo Investments, LLC 884.46%5.47%6.16%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 880.34%0.37%0.42%Q4 2021Q3 20238
SOUTH GEORGIA CAPITAL, LLC 880.08%0.23%0.36%Q4 2013Q3 20158
Thiel Macro LLC 311.90%9.27%24.61%Q2 2017Q3 20198
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 880.29%0.34%0.43%Q4 2021Q3 20238
Bell Rock Capital LLC 880.01%0.01%0.01%Q4 2016Q3 20188
City State Bank 880.13%0.15%0.18%Q4 2021Q3 20238
TEXAS CAPITAL BANCSHARES INC/TX 880.19%0.74%1.67%Q4 2021Q3 20238
SBB Research Group LLC 880.55%6.51%19.46%Q4 2021Q3 20238
THREE BAYS CAPITAL LP 5311.10%16.00%29.99%Q1 2015Q3 20178
Sonora Investment Management Group, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
Coyle Financial Counsel LLC 532.76%3.44%4.47%Q4 2013Q1 20168
Threshold Group LLC 881.20%1.44%1.67%Q4 2015Q3 20178
Alberta Investment Management Corp 880.82%0.96%1.29%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.08%0.10%0.11%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.01%0.02%0.04%Q4 2021Q3 20238
Perella Weinberg Partners Capital Management LP 310.17%1.99%5.64%Q2 2013Q4 20218
HORIZON BANCORP INC /IN/ 440.02%0.05%0.11%Q4 2019Q3 20238
UNIONVIEW, LLC 883.78%4.16%4.61%Q4 2021Q3 20238
Lifeworks Advisors, LLC 880.34%0.62%2.04%Q4 2021Q3 20238
Forum Financial Management, LP 880.01%0.02%0.03%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.12%0.17%0.22%Q4 2021Q3 20238
FSC Wealth Advisors, LLC 880.00%1.85%8.25%Q4 2021Q3 20238
DEARBORN CAPITAL MANAGEMENT LLC 886.14%7.26%9.11%Q4 2016Q3 20188
CWA Asset Management Group, LLC 510.02%0.06%0.35%Q4 2015Q1 20238
Taconic Capital Advisors LP 210.00%1.55%4.31%Q4 2014Q3 20228
Select Asset Management & Trust 310.41%2.58%4.64%Q4 2013Q2 20218
Autumn Glory Partners, LLC 880.37%0.51%0.66%Q4 2021Q3 20238
Hedeker Wealth, LLC 310.01%0.20%0.66%Q4 2014Q3 20218
Activest Wealth Management 610.47%0.85%1.25%Q1 2021Q3 20238
Berkeley Capital Partners, LLC 880.16%0.22%0.48%Q4 2021Q3 20238
Epic Trust Investment Advisors, LLC 881.60%2.99%5.28%Q4 2021Q3 20238
ALETHEA CAPITAL MANAGEMENT, LLC 110.00%0.40%2.32%Q4 2014Q4 20218
Facet Wealth, Inc. 880.01%0.02%0.02%Q4 2021Q3 20238
DB Fitzpatrick & Co, Inc 880.33%0.38%0.40%Q4 2021Q3 20238
Bronte Capital Management Pty Ltd. 711.83%18.19%27.73%Q4 2020Q2 20238
Ulland Investment Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
CJM Wealth Advisers, Ltd. 880.71%0.91%1.21%Q4 2021Q3 20238
CAZ INVESTMENTS LP 430.18%17.23%41.17%Q4 2014Q1 20178
LOWERY THOMAS, LLC 880.81%0.92%1.03%Q4 2021Q3 20238
STONNINGTON GROUP, LLC 620.05%0.06%0.07%Q1 2021Q1 20238
ARS Wealth Advisors Group, LLC 880.04%0.05%0.07%Q4 2021Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.02%0.03%0.05%Q4 2020Q3 20228
Black Swift Group, LLC 410.04%1.73%5.27%Q3 2017Q2 20218
Smallwood Wealth Investment Management, LLC 880.46%0.55%0.68%Q4 2021Q3 20238
Mill Capital Management, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 880.01%0.01%0.06%Q2 2013Q1 20158
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.93%1.51%1.94%Q4 2018Q3 20208
Curi Wealth Management, LLC 880.00%0.02%0.04%Q4 2021Q3 20238
Glen Point Capital LLP 310.42%15.98%49.53%Q4 2016Q2 20208
Secrest Blakey & Associates, LLC 882.35%3.03%3.72%Q4 2017Q3 20198
Caerus Investment Advisors, LLC 885.76%6.95%8.54%Q4 2021Q3 20238
Gary Goldberg Planning Services Inc 880.70%0.78%0.85%Q1 2013Q4 20148
Rappaport Reiches Capital Management, LLC 880.11%0.17%0.26%Q2 2021Q1 20238
Cairn Investment Group, Inc. 440.14%0.18%0.25%Q2 2021Q3 20238
Legacy Financial Advisors, Inc. 880.07%0.08%0.09%Q4 2017Q3 20198
Integrity Financial Corp /WA 880.01%0.02%0.04%Q4 2021Q3 20238
Triumph Capital Management 530.38%1.38%2.19%Q2 2021Q3 20238
Silver Rock Financial LP 448.96%32.47%48.66%Q4 2017Q4 20198
Kathleen S. Wright Associates Inc. 880.01%0.02%0.03%Q4 2021Q3 20238
IronBridge Private Wealth, LLC 710.00%0.33%2.20%Q4 2020Q2 20238
PARAGON FINANCIAL PARTNERS, INC. 880.22%0.28%0.31%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
Audent Global Asset Management, LLC 882.30%3.71%6.10%Q4 2021Q3 20238
Axiom Investment Management LLC 880.00%0.02%0.12%Q1 2019Q4 20208
Proxima Capital Management, LLC 325.41%7.01%8.66%Q2 2013Q2 20178
Global Atlantic Investment Advisors, LLC 883.13%3.95%6.96%Q4 2014Q3 20168
CMT TRADING LLC 210.53%6.77%16.96%Q1 2014Q2 20188
Verus Financial Partners, Inc. 710.03%0.16%1.10%Q3 2020Q3 20238
Watermark Asset Management, Inc. 880.03%0.03%0.03%Q1 2017Q4 20188
Missouri Trust & Investment Co 880.40%0.54%0.62%Q4 2021Q3 20238
GIRARD SECURITIES, INC. 880.40%0.89%1.32%Q4 2015Q3 20178
Aft, Forsyth & Sober, LLC 888.63%9.57%11.19%Q1 2014Q4 20158
Von Berge Wealth Management Group, LLC 880.21%0.23%0.24%Q4 2021Q3 20238
TI-TRUST, INC 880.56%0.60%0.68%Q4 2021Q3 20238
WorthPointe, LLC 880.16%0.88%4.22%Q4 2021Q3 20238
Lucia Wealth Services, LLC 880.01%0.09%0.42%Q1 2018Q4 20198
Objective Capital Management, LLC 881.04%1.58%1.89%Q4 2021Q3 20238
Chicago Wealth Management, Inc. 880.75%3.85%7.21%Q2 2020Q1 20228
CLEAR STREET LLC 550.46%4.31%13.67%Q2 2022Q2 20238
Ameritas Advisory Services, LLC 880.10%0.22%0.47%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.02%0.37%1.00%Q4 2021Q3 20238
PURSUE WEALTH PARTNERS LLC 880.27%0.88%2.22%Q4 2021Q3 20238
Portfolio Strategies Inc 510.03%1.81%10.44%Q4 2013Q4 20178
SOUTHERN CAPITAL ADVISORS, LLC 880.27%0.37%0.49%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.04%0.08%0.14%Q4 2021Q3 20238
Intergy Private Wealth, LLC 880.11%0.17%0.24%Q4 2021Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.00%0.01%Q1 2019Q4 20208
Amundi 880.00%0.00%0.00%Q4 2021Q3 20238
TigerShark Management, LLC 880.00%3.34%4.26%Q2 2013Q1 20158
HB Wealth Management, LLC 880.06%0.09%0.10%Q4 2021Q3 20238
Locust Wood Capital Advisers 620.67%1.84%4.09%Q2 2018Q2 20218
Operose Advisors LLC 880.00%0.22%0.86%Q4 2021Q3 20238
Cottage Street Advisors LLC 880.22%0.46%0.72%Q4 2020Q3 20228
Brevan Howard Capital Management LP 210.52%6.39%23.63%Q4 2020Q3 20238
Centric Wealth Management 610.15%0.43%0.63%Q4 2018Q1 20227
Fortress Investment Group LLC 410.33%1.79%7.47%Q1 2014Q2 20167
Elliott Investment Management L.P. 410.78%1.82%4.41%Q2 2020Q3 20237
Mast Capital Management, LLC 431.78%39.06%92.86%Q2 2013Q3 20157
LMR Partners LLP 210.02%2.34%5.09%Q3 2021Q3 20237
Triton Wealth Management, PLLC 770.10%0.75%1.85%Q1 2020Q3 20217
Savior LLC 770.00%0.01%0.01%Q4 2019Q2 20217
Walleye Capital LLC 310.08%0.35%1.33%Q3 2020Q3 20237
TCF National Bank 770.34%0.43%0.63%Q3 2019Q1 20217
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 770.78%1.14%1.44%Q1 2017Q3 20187
Algebris Investments (UK) LLP 310.91%3.96%14.10%Q3 2013Q1 20177
CYPRESS ASSET MANAGEMENT INC/TX 520.04%0.05%0.07%Q2 2013Q1 20217
PRUDENTIAL PLC 210.01%0.03%0.12%Q2 2017Q2 20237
RNC CAPITAL MANAGEMENT LLC 770.10%0.12%0.14%Q4 2021Q2 20237
Pentwater Capital Management LP 310.01%0.10%0.26%Q3 2022Q3 20237
RUSSELL FRANK CO/ 770.00%0.00%0.01%Q3 2013Q1 20157
Beacon Capital Management, LLC 770.09%0.13%0.19%Q1 2022Q3 20237
Maltin Wealth Management, Inc. 610.14%0.15%0.15%Q4 2019Q1 20227
SURIENCE PRIVATE WEALTH LLC 770.26%2.68%10.27%Q4 2021Q2 20237
Zelman Capital LLC 7738.27%51.05%72.53%Q1 2015Q3 20167
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.01%0.02%Q4 2021Q2 20237
OSKIE CAPITAL MANAGEMENT, LLC 325.00%9.10%24.66%Q2 2013Q2 20167
EVERETT HARRIS & CO /CA/ 610.00%0.00%0.00%Q2 2021Q2 20237
L.M. KOHN & COMPANY 770.18%0.27%0.31%Q1 2022Q3 20237
Kessler Investment Group, LLC 310.01%0.13%0.70%Q3 2015Q3 20237
Defender Capital, LLC. 770.13%0.23%0.52%Q1 2022Q3 20237
Beaird Harris Wealth Management, LLC 770.00%0.15%0.37%Q4 2021Q2 20237
Tyler-Stone Wealth Management 520.04%0.07%0.12%Q4 2021Q3 20237
Capasso Planning Partners LLC 770.14%0.35%0.71%Q1 2022Q3 20237
Rubric Capital Management LP 215.94%17.64%34.92%Q3 2017Q3 20237
IPG Investment Advisors LLC 210.04%0.15%0.27%Q1 2017Q3 20237
Guardian Wealth Management, Inc. 770.01%0.01%0.01%Q4 2021Q2 20237
Walkner Condon Financial Advisors LLC 770.60%0.66%0.72%Q1 2022Q3 20237
Nicholas Investment Partners, LP 310.02%0.22%1.06%Q4 2014Q4 20217
Mint Tower Capital Management B.V. 440.28%1.77%3.44%Q4 2022Q3 20237
Connectus Wealth, LLC 770.03%0.08%0.12%Q1 2022Q3 20237
Horizons Wealth Management 770.10%0.14%0.19%Q2 2022Q4 20237
Alley Investment Management Company, LLC 770.19%0.22%0.25%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.34%0.44%0.68%Q2 2013Q4 20147
Shamrock Asset Management LLC 610.01%0.16%0.69%Q3 2013Q2 20157
Carnick & Kubik, LLC 610.06%0.15%0.20%Q4 2013Q1 20167
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 770.12%1.28%2.02%Q1 2022Q3 20237
HERSHEY TRUST CO 770.02%0.13%0.26%Q4 2020Q2 20227
MANCHESTER FINANCIAL INC 610.00%0.00%0.00%Q2 2019Q1 20217
Intrinsic Edge Capital Management LLC 210.17%5.62%11.39%Q3 2019Q3 20237
LVM CAPITAL MANAGEMENT LTD/MI 770.04%0.04%0.04%Q1 2022Q3 20237
TCM Advisors, LLC 420.01%23.31%60.28%Q4 2021Q2 20237
Western Standard LLC 410.24%0.53%0.93%Q2 2018Q2 20237
Edge Advisors, LLC 770.34%0.56%1.14%Q4 2016Q2 20187
Aspire Private Capital, LLC 410.00%0.00%0.03%Q4 2018Q3 20237
ParenteBeard Wealth Management, LLC 770.05%0.24%0.34%Q2 2013Q4 20147
GENDELL JEFFREY L 310.66%3.78%6.81%Q1 2017Q3 20237
HARVARD MANAGEMENT CO INC 310.13%2.87%7.88%Q2 2013Q3 20167
Arbiter Partners Capital Management LLC 523.74%10.49%25.08%Q2 2016Q4 20187
First Western Trust Bank 772.42%2.82%3.32%Q1 2022Q3 20237
Gordian Capital Singapore Pte Ltd 520.00%0.00%0.00%Q4 2021Q3 20237
SHAPIRO ROBERT N 770.34%0.64%1.04%Q2 2013Q4 20147
REUTER JAMES WEALTH MANAGEMENT, LLC 610.18%0.24%0.28%Q4 2021Q3 20237
Bay Harbor Wealth Management, LLC 430.00%0.00%0.01%Q4 2018Q4 20207
Triangle Securities Wealth Management 410.13%0.20%0.24%Q2 2013Q1 20167
black-and-white Capital LP 212.82%6.01%13.70%Q4 2016Q4 20207
Rockbridge Investment Management, LCC 770.07%0.10%0.12%Q2 2020Q4 20217
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 610.04%0.05%0.07%Q2 2013Q2 20167
Man Group plc 210.00%0.01%0.01%Q3 2018Q2 20237
Knighthead Capital Management, LLC 211.93%13.73%46.20%Q3 2020Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.04%0.19%0.54%Q1 2022Q3 20237
PDS Planning, Inc 610.02%0.06%0.22%Q4 2017Q1 20227
HighVista Strategies LLC 770.03%0.03%0.05%Q2 2013Q4 20147
PBMares Wealth Management LLC 610.11%0.20%0.34%Q4 2020Q3 20237
1776 Wealth LLC 610.07%0.12%0.14%Q2 2020Q1 20227
LWS Wealth Advisors, Inc. 610.02%0.18%0.38%Q4 2019Q3 20237
ALTA CAPITAL MANAGEMENT LLC/ 770.01%0.01%0.02%Q1 2016Q3 20177
Lumina Fund Management LLC 410.01%0.28%0.94%Q2 2013Q1 20187
MONOGRAPH WEALTH ADVISORS, LLC 430.05%0.07%0.10%Q4 2021Q3 20237
Finer Wealth Management, Inc. 770.28%0.32%0.41%Q4 2021Q2 20237
Perennial Investment Advisors, LLC 520.08%0.12%0.16%Q1 2021Q3 20237
Eisler Capital (UK) Ltd. 210.62%7.33%15.32%Q1 2021Q3 20237
One Wealth Advisors, LLC 610.00%0.23%1.54%Q4 2017Q4 20227
PointState Capital LP 210.08%0.74%1.61%Q3 2016Q2 20207
COUNTRY CLUB BANK /GFN 770.36%0.59%0.95%Q1 2022Q3 20237
Squar Milner Financial Services LLC 520.04%0.06%0.09%Q2 2018Q1 20207
Castle Rock Wealth Management, LLC 610.16%0.44%0.64%Q4 2019Q1 20227
Tamarack Capital Management, LLC 434.54%9.46%26.16%Q4 2013Q3 20157
Peachtree Investment Advisors, Inc. 770.46%0.49%0.56%Q4 2013Q2 20157
Texas Capital Bank Wealth Management Services Inc 310.22%0.96%1.87%Q4 2019Q3 20237
MOODY ALDRICH PARTNERS LLC 110.10%1.32%6.25%Q4 2018Q4 20227
Aries Wealth Management 610.17%0.27%0.38%Q4 2018Q1 20227
Brightworth 510.05%0.12%0.25%Q4 2015Q4 20197
American Trust 770.02%0.04%0.06%Q4 2021Q2 20237
Tibra Equities Europe Ltd 210.93%6.36%33.21%Q4 2017Q3 20217
FIRST NEW YORK SECURITIES LLC /NY 510.00%0.16%0.43%Q3 2013Q3 20167
JOURNEY STRATEGIC WEALTH LLC 610.13%0.28%0.36%Q4 2021Q3 20237
PRINCETON CAPITAL MANAGEMENT LLC 610.00%0.04%0.26%Q2 2013Q3 20197
Secure Asset Management, LLC 610.14%0.36%0.60%Q4 2019Q4 20217
Calypso Capital Management, LP 778.34%16.14%24.34%Q2 2013Q4 20147
FIRST CITIZENS BANCORPORATION INC 772.04%2.49%2.80%Q2 2013Q4 20147
Linker Capital Management Inc. 772.00%2.12%2.24%Q4 2021Q2 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.05%0.07%0.09%Q1 2022Q3 20237
Laurel Wealth Planning LLC 770.14%0.17%0.22%Q3 2021Q1 20237
Otter Creek Advisors, LLC 211.50%7.21%17.57%Q1 2017Q2 20237
Solstein Capital, LLC 410.00%0.25%0.76%Q4 2019Q3 20217
US FINANCIAL ADVISORS, LLC 610.04%0.09%0.14%Q4 2014Q1 20217
Pekin Hardy Strauss, Inc. 410.00%0.49%3.11%Q3 2017Q2 20227
Placemark Investments, Inc. 770.25%1.48%3.13%Q2 2013Q4 20147
EMG Holdings, L.P. 310.01%5.39%18.08%Q3 2021Q3 20237
Corient Private Wealth LLC 440.00%0.07%0.20%Q4 2022Q3 20237
Vigilare Wealth Management 520.19%0.70%1.15%Q4 2019Q1 20227
Galvin, Gaustad & Stein, LLC 770.02%0.03%0.03%Q4 2020Q2 20227
Financial Network Wealth Management LLC 410.11%0.12%0.13%Q2 2021Q3 20237
Athena Investment Management 771.09%1.23%1.31%Q1 2022Q3 20237
Banco BTG Pactual S.A. 310.15%1.58%4.76%Q1 2020Q2 20237
JUMP TRADING, LLC 330.24%1.82%4.43%Q2 2019Q4 20197
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 510.02%0.03%0.04%Q4 2014Q1 20187
Cobble Hill Financial Services, INC 770.65%0.75%0.86%Q1 2013Q3 20147
Field & Main Bank 310.00%0.01%0.02%Q4 2013Q3 20237
SAXON INTERESTS, INC. 770.62%0.84%1.31%Q4 2021Q2 20237
LionEye Capital Management LLC 772.12%9.36%16.19%Q3 2013Q1 20157
SAGE FINANCIAL GROUP INC 610.04%0.06%0.15%Q4 2013Q3 20237
First Allied Asset Management, Inc. 520.05%0.41%2.39%Q2 2013Q1 20157
Durable Capital Partners LP 410.45%4.13%15.56%Q4 2019Q3 20237
ICA Group Wealth Management, LLC 770.16%0.42%0.98%Q1 2022Q3 20237
Alaska Permanent Fund Corp 520.98%3.83%8.25%Q4 2021Q3 20237
New Perspectives, Inc 776.08%7.04%7.94%Q2 2021Q4 20227
Blue Chip Wealth Management, Inc. 770.23%0.26%0.31%Q2 2018Q4 20197
Chescapmanager LLC 413.40%8.01%11.89%Q4 2016Q2 20207
Li Winifred I 770.03%0.05%0.06%Q2 2013Q4 20147
Prestige Wealth Management Group LLC 770.00%0.00%0.00%Q1 2021Q3 20227
BASSO CAPITAL MANAGEMENT, L.P. 410.02%1.99%4.49%Q3 2015Q1 20227
Financial Connections Group, Inc. 770.10%0.13%0.18%Q4 2021Q2 20237
FUKOKU MUTUAL LIFE INSURANCE Co 310.11%0.71%1.89%Q3 2014Q3 20207
Maxim Capital Management LLC 771.79%2.08%2.28%Q4 2018Q2 20207
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.66%4.09%Q1 2022Q3 20237
FOUNDERS BANK & TRUST 770.05%3.93%6.29%Q2 2013Q4 20147
VisionPoint Advisory Group, LLC 520.01%0.28%0.55%Q1 2019Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.30%1.07%1.50%Q1 2021Q4 20227
Steinberg Global Asset Management 770.03%0.03%0.04%Q3 2017Q1 20197
Integer Wealth Advisors Group LLC 662.00%2.85%3.46%Q4 2019Q1 20216
ELEMENT POINTE ADVISORS, LLC 510.18%1.00%3.37%Q4 2018Q3 20216
Pinnacle Wealth Management Group, Inc. 510.21%1.51%2.03%Q2 2021Q3 20236
CABANA LLC 310.01%2.62%9.59%Q4 2018Q2 20216
STEWARD CAPITAL MANAGEMENT/ 663.62%4.06%4.60%Q2 2013Q3 20146
PRENTISS SMITH & CO INC 660.00%0.01%0.01%Q2 2017Q3 20186
NewSquare Capital LLC 410.00%0.00%0.00%Q4 2018Q4 20226
Leonard Green & Partners, L.P. 411.17%4.41%11.31%Q3 2018Q1 20226
Waypoint Capital Advisors, LLC 660.09%0.13%0.18%Q2 2022Q3 20236
Atlas Private Wealth Management 660.09%0.10%0.14%Q4 2019Q1 20216
Welch Group, LLC 310.01%0.29%0.46%Q4 2014Q4 20216
STEVENS CAPITAL MANAGEMENT LP 210.01%0.27%0.73%Q1 2015Q2 20236
Evolution Wealth Advisors, LLC 310.06%0.61%1.34%Q4 2018Q3 20236
Granite Bay Wealth Management, LLC 410.16%1.13%3.22%Q4 2021Q3 20236
Hatteras Investment Partners, LP 550.00%0.17%0.51%Q3 2014Q3 20156
NKCFO LLC 510.08%0.12%0.19%Q4 2019Q3 20216
Landsberg, Bennett, & Dubbaneh LLC 310.05%0.36%1.36%Q4 2018Q3 20216
Berry Street Capital Management LLP 411.21%3.85%8.80%Q4 2020Q1 20236
Newbrook Capital Advisors LP 410.80%1.75%5.10%Q3 2016Q1 20206
SEVEN LOCKS CAPITAL MANAGEMENT LP 424.63%13.96%21.28%Q3 2014Q1 20166
Moneda S.A. Administradora General de Fondos 660.16%0.24%0.38%Q4 2020Q1 20226
Avestar Capital, LLC 660.01%0.05%0.08%Q4 2017Q1 20196
Sumitomo Mitsui Trust Holdings, Inc. 660.00%0.00%0.01%Q2 2013Q3 20146
SteelBridge Private Wealth Advisors LLC 660.56%0.75%0.85%Q1 2016Q2 20176
Burt Wealth Advisors 660.00%0.01%0.01%Q1 2018Q2 20196
Western Pacific Wealth Management, LP 420.00%0.19%0.58%Q4 2021Q3 20236
Cardan Capital Partners, LLC 660.05%0.05%0.05%Q2 2020Q3 20216
Summit Equities Inc 660.11%0.12%0.13%Q2 2017Q3 20186
Rollins Financial 310.16%0.23%0.29%Q2 2021Q1 20236
STRINGER ASSET MANAGEMENT, LLC 660.47%0.95%1.99%Q4 2013Q1 20156
Pension Partners, LLC 218.37%26.42%43.00%Q4 2013Q2 20186
Checchi Capital Advisers, LLC 510.02%1.31%3.18%Q4 2016Q2 20236
Waterfront Capital Partners, LLC 311.05%8.79%24.81%Q4 2013Q2 20196
Kemper Corp Master Retirement Trust 666.50%10.98%12.52%Q2 2013Q3 20146
Paradigm Financial Advisors, LLC 510.02%0.05%0.06%Q1 2014Q4 20216
Q Global Advisors, LLC 511.35%5.36%13.82%Q4 2021Q3 20236
LIBRA WEALTH LLC 660.02%0.35%0.47%Q2 2022Q3 20236
Temasek Holdings (Private) Ltd 420.00%0.42%0.87%Q3 2020Q3 20236
ADVOCATE GROUP LLC 660.06%0.07%0.07%Q2 2022Q3 20236
MFA WEALTH ADVISORS, LLC 660.13%1.80%2.69%Q1 2021Q2 20226
Bellwether Investment Group, LLC 510.08%1.05%1.82%Q2 2016Q4 20176
Blue Trust, Inc. 660.02%0.05%0.06%Q2 2022Q3 20236
Watchman Group, Inc. 660.22%0.28%0.31%Q3 2020Q4 20216
Stifel Trust Company, N.A. 660.01%0.01%0.02%Q2 2013Q3 20146
ROMAN BUTLER FULLERTON & CO 510.10%0.21%0.42%Q4 2020Q4 20226
Marketfield Asset Management LLC 320.07%2.39%10.64%Q4 2013Q2 20156
Forty4 Asset Management LLC 440.00%1.05%4.25%Q2 2013Q1 20146
Eton Park Capital Management, L.P. 410.34%3.34%5.70%Q4 2014Q1 20166
CFO4Life, L.P. 511.14%1.93%4.80%Q4 2014Q4 20226
Householder Group Estate & Retirement Specialist, LLC 410.20%0.28%0.38%Q4 2021Q3 20236
Hoese & Co LLP 660.01%0.01%0.02%Q2 2021Q3 20226
Ritter Daniher Financial Advisory LLC / DE 660.23%0.29%0.41%Q2 2022Q3 20236
ENCOMPASS WEALTH ADVISORS, LLC 660.12%0.14%0.15%Q2 2022Q3 20236
QP WEALTH MANAGEMENT, LLC 410.27%0.36%0.61%Q4 2019Q3 20236
KMS FINANCIAL SERVICES, INC 660.10%0.17%0.26%Q2 2013Q3 20146
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 660.04%0.10%0.18%Q2 2013Q3 20146
Ascent Group, LLC 660.03%0.64%1.80%Q4 2021Q1 20236
Psagot Value Holdings Ltd. / (Israel) 660.09%0.12%0.18%Q3 2021Q4 20226
INHERENT GROUP, LP 412.02%12.11%28.87%Q1 2021Q1 20236
Fusion Investment Group, LLC 420.03%0.15%0.58%Q4 2013Q3 20156
Avitas Wealth Management LLC 660.13%0.15%0.17%Q4 2020Q1 20226
Azimuth Capital Investment Management LLC 660.09%0.09%0.09%Q2 2022Q3 20236
WHITEBOX ADVISORS LLC 110.02%0.95%2.81%Q3 2013Q3 20216
CANTOR FITZGERALD, L. P. 660.02%0.03%0.04%Q2 2022Q3 20236
Mader & Shannon Wealth Management, Inc. 210.20%5.98%10.37%Q1 2015Q2 20196
INNEALTA CAPITAL, LLC 510.75%1.46%2.14%Q3 2019Q4 20216
Avalon Global Asset Management LLC 315.58%14.28%31.03%Q3 2017Q2 20236
First Western Capital Management Co 661.38%1.55%1.73%Q3 2014Q4 20156
DSC Advisors, L.P. 310.08%1.21%5.33%Q2 2013Q2 20186
Coastwise Capital Group, LLC 420.23%0.27%0.36%Q1 2022Q3 20236
Lineweaver Wealth Advisors, LLC 660.14%0.19%0.22%Q4 2020Q1 20226
Intrepid Financial Planning Group LLC 660.58%0.61%0.64%Q2 2022Q3 20236
TLP GROUP LLC 510.32%8.60%23.57%Q1 2017Q3 20186
APPLETON GROUP, LLC 315.87%10.06%11.70%Q4 2014Q3 20166
Lutz Financial Services LLC 660.07%0.08%0.09%Q2 2022Q3 20236
TD Ameritrade Trust Co 660.00%0.04%0.27%Q2 2013Q3 20146
Green Owl Capital Management, LLC 220.03%0.40%1.62%Q4 2014Q1 20166
FORTE ASSET MANAGEMENT LLC 660.58%1.79%3.26%Q2 2022Q3 20236
Corsicana & Co. 667.04%7.60%8.40%Q2 2021Q3 20226
OGOREK ANTHONY JOSEPH /NY/ /ADV 660.00%0.00%0.00%Q4 2017Q1 20196
Antonetti Capital Management LLC 660.01%0.20%0.26%Q2 2013Q3 20146
CASTLE WEALTH MANAGEMENT LLC 660.15%0.19%0.22%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.09%0.21%0.32%Q4 2020Q1 20226
Source Financial Advisors LLC 660.08%0.13%0.15%Q4 2020Q1 20226
MANOR ROAD CAPITAL PARTNERS, LLC 422.82%18.78%39.72%Q2 2013Q2 20206
Bain Capital Public Equity Management, LLC 330.01%0.22%0.58%Q4 2016Q1 20196
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
McCarthy Grittinger Financial Group, LLC 660.00%0.00%0.00%Q4 2018Q1 20206
TBH Global Asset Management, LLC 410.11%0.36%1.45%Q4 2019Q3 20236
DIALECTIC CAPITAL MANAGEMENT, LP 310.56%4.43%8.25%Q3 2013Q1 20176
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 661.16%1.43%1.64%Q2 2013Q3 20146
KOCH INDUSTRIES INC 660.59%6.33%12.43%Q3 2016Q4 20176
Legacy Capital Wealth Partners, LLC 410.11%0.11%0.12%Q3 2021Q3 20236
400 Capital Management LLC 660.27%14.36%33.46%Q1 2022Q2 20236
ATHERTON LANE ADVISERS, LLC 660.01%1.45%1.91%Q3 2014Q4 20156
Summit Global Investments 210.04%0.12%0.27%Q1 2021Q1 20236
CYPRESS FINANCIAL PLANNING LLC 660.18%0.22%0.24%Q2 2022Q3 20236
SILVERHAWK ASSET MANAGEMENT, LLC 660.28%0.31%0.35%Q4 2021Q1 20236
Rockwood Wealth Management, LLC 330.06%0.11%0.23%Q4 2021Q3 20236
Mach-1 Financial Group, LLC 210.00%4.86%15.30%Q4 2021Q3 20236
Hennion & Walsh Asset Management, Inc. 660.01%0.01%0.02%Q4 2021Q1 20236
McCarthy Asset Management, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
Levy Wealth Management Group, LLC 510.08%0.08%0.10%Q4 2021Q3 20236
Mount Capital Ltd 661.12%2.70%5.36%Q2 2022Q3 20236
MITCHELL MCLEOD PUGH & WILLIAMS INC 510.07%0.14%0.30%Q3 2020Q3 20236
Ghost Tree Capital, LLC 311.56%5.87%11.62%Q1 2016Q3 20216
AIGH Capital Management LLC 3321.01%27.52%36.54%Q1 2021Q3 20226
ADVENT CAPITAL MANAGEMENT /DE/ 310.00%0.01%0.04%Q2 2014Q1 20166
17 CAPITAL PARTNERS, LLC 660.72%0.75%0.81%Q2 2021Q3 20226
Tradition Wealth Management, LLC 660.22%0.26%0.33%Q4 2020Q1 20226
BAR HARBOR WEALTH MANAGEMENT 660.04%0.04%0.05%Q2 2022Q3 20236
Pitti Group Wealth Management, LLC 661.40%1.51%1.63%Q2 2022Q3 20236
GW HENSSLER & ASSOCIATES LTD 220.01%0.02%0.03%Q4 2013Q1 20226
Valentine Capital Asset Management, Inc. 330.04%0.09%0.17%Q4 2011Q2 20146
Tredje AP-fonden 661.05%2.03%3.08%Q4 2020Q1 20226
REINHART PARTNERS, LLC. 110.04%0.42%0.86%Q4 2017Q4 20226
MARCUARD FAMILY OFFICE LTD 661.48%2.28%2.72%Q2 2013Q3 20146
Broadfin Capital, LLC 417.97%13.73%24.30%Q2 2015Q4 20196
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.02%0.04%0.08%Q2 2015Q3 20166
Claybrook Capital, LLC 510.01%0.04%0.12%Q4 2017Q2 20216
Symmetry Investments LP 210.05%2.09%3.33%Q3 2021Q3 20236
O'Dell Group, LLC 510.02%0.02%0.02%Q3 2021Q2 20236
Family Management Corp 310.01%0.06%0.12%Q2 2019Q3 20236
Granger Management LLC 660.04%0.05%0.06%Q4 2020Q1 20226
OAK FAMILY ADVISORS, LLC 660.08%0.16%0.26%Q1 2021Q2 20226
1919 Investment Counsel, LLC 660.05%0.05%0.06%Q2 2013Q3 20146
FOSTER & MOTLEY INC 660.02%0.02%0.02%Q4 2020Q1 20226
Presidio Capital Management, LLC 510.24%0.99%1.97%Q4 2021Q3 20236
Madison Wealth Partners, Inc 660.22%0.25%0.30%Q2 2022Q3 20236
HighTower Trust Company, N.A. 310.03%0.03%0.04%Q2 2017Q1 20236
Forum Private Client Group LLC 660.28%0.32%0.35%Q1 2022Q2 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.47%0.57%0.70%Q4 2020Q1 20226
Altus Wealth Group LLC 420.01%0.14%0.25%Q4 2020Q3 20236
GRAND WEALTH MANAGEMENT, LLC 660.01%0.01%0.01%Q4 2021Q1 20236
CM WEALTH ADVISORS LLC 660.16%0.54%1.46%Q2 2022Q3 20236
SJS Investment Consulting Inc. 510.05%0.06%0.07%Q4 2021Q3 20236
Edmond de Rothschild (Europe) 660.10%0.75%3.02%Q2 2015Q3 20166
Brickley Wealth Management 660.12%0.13%0.16%Q3 2018Q4 20196
MUNDER CAPITAL MANAGEMENT 660.00%0.00%0.00%Q2 2013Q3 20146
Clearstead Trust, LLC 510.02%0.02%0.02%Q4 2018Q3 20236
Coston, McIsaac & Partners 660.00%0.01%0.05%Q2 2022Q3 20236
Sowa Financial Group, Inc. 510.09%0.12%0.16%Q4 2019Q2 20216
Pine Valley Investments Ltd Liability Co 330.25%0.60%1.39%Q1 2023Q3 20236
TIFF ADVISORY SERVICES, LLC 511.12%1.78%2.60%Q1 2018Q3 20196
JENNISON ASSOCIATES LLC 210.02%0.11%0.22%Q2 2013Q1 20206
Sage Advisory Services, Ltd.Co. 660.22%0.25%0.28%Q4 2014Q1 20166
Athanor Capital, LP 410.55%2.86%8.08%Q4 2019Q3 20216
Glaxis Capital Management, LLC 212.86%17.82%41.04%Q4 2014Q2 20216
Altavista Wealth Management, Inc. 330.05%0.09%0.13%Q4 2013Q4 20216
Crescent Capital Consulting, LLC 550.49%1.17%1.80%Q4 2020Q4 20215
Sofinnova Investments, Inc. 211.52%2.05%2.51%Q4 2020Q3 20235
BERRY GROUP, LLC 550.28%0.31%0.32%Q4 2019Q4 20205
Cadence Bank 550.06%0.07%0.08%Q3 2022Q3 20235
Portfolio Solutions, LLC 550.01%0.01%0.02%Q1 2017Q1 20185
Atlantic Private Wealth, LLC 320.09%0.17%0.20%Q4 2021Q3 20235
HARRELL INVESTMENT PARTNERS, LLC 550.96%1.43%1.60%Q1 2020Q1 20215
Lumbard & Kellner, LLC 410.51%0.81%1.88%Q1 2020Q2 20225
KEELEY ASSET MANAGEMENT CORP 550.00%0.00%0.01%Q1 2014Q1 20155
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 550.04%0.09%0.14%Q4 2020Q4 20215
Coppell Advisory Solutions LLC 210.01%0.02%0.06%Q4 2020Q3 20235
Copperwynd Financial, LLC 310.69%1.53%3.77%Q3 2020Q4 20225
Strategic Value Partners, LLC 316.73%9.38%15.99%Q3 2019Q3 20225
BEACONLIGHT CAPITAL, LLC 211.55%1.89%2.48%Q2 2013Q4 20215
WHV Investments, Inc. 310.01%0.02%0.04%Q2 2013Q4 20155
EULAV Asset Management 320.21%0.41%0.89%Q4 2015Q2 20175
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Advisors Preferred, LLC 320.00%0.56%1.83%Q4 2013Q3 20215
MIRABELLA FINANCIAL SERVICES LLP 310.02%0.21%0.62%Q2 2022Q2 20235
Wilmington Trust, National Association 550.75%0.81%0.89%Q2 2013Q2 20145
Crabel Capital Management, LLC 310.19%0.24%0.30%Q1 2018Q3 20195
Mesirow Institutional Investment Management, Inc. 550.00%0.01%0.03%Q3 2022Q3 20235
BLUESTEIN R H & CO LLC 550.02%0.03%0.06%Q3 2021Q3 20225
Soltis Investment Advisors LLC 550.04%0.04%0.06%Q3 2022Q3 20235
Strategic Capital Group LLC 550.21%0.28%0.50%Q2 2013Q2 20145
James J. Burns & Company, LLC 550.13%0.17%0.21%Q3 2022Q3 20235
Summit Financial Strategies, Inc. 410.19%0.21%0.24%Q2 2022Q3 20235
Nishkama Capital, LLC 310.76%5.84%16.50%Q2 2021Q1 20235
Bank OZK 210.10%0.13%0.19%Q2 2019Q1 20235
FIRST HORIZON CORP 410.48%0.74%1.07%Q2 2013Q2 20215
VAN STRUM & TOWNE INC. 410.09%0.10%0.13%Q4 2020Q3 20235
Nokota Management, LP 215.92%11.08%20.21%Q3 2017Q4 20215
Riverloft Capital Management L.P. 5515.14%25.96%36.39%Q4 2014Q4 20155
Interchange Capital Partners, LLC 210.12%0.17%0.24%Q4 2020Q1 20235
Colonial River Wealth Management, LLC 320.15%0.20%0.27%Q4 2020Q1 20225
PineBridge Investments, L.P. 550.00%0.00%0.00%Q4 2014Q4 20155
Point72 Europe (London) LLP 310.78%5.51%9.72%Q1 2022Q3 20235
AKUNA SECURITIES LLC 550.20%0.47%1.12%Q2 2022Q2 20235
Stokes Family Office, LLC 550.03%0.04%0.05%Q3 2022Q3 20235
CARDINAL CAPITAL MANAGEMENT LLC /CT 210.01%0.11%0.30%Q4 2018Q2 20235
Amici Capital, LLC 211.22%2.09%3.24%Q4 2013Q3 20165
AFFINITY INVESTMENT ADVISORS, LLC 110.02%0.05%0.11%Q2 2016Q4 20195
SWISS RE LTD 325.20%6.70%8.11%Q4 2018Q3 20225
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 550.13%0.37%0.45%Q1 2018Q1 20195
Colonial Trust Co / SC 550.10%0.11%0.13%Q3 2022Q3 20235
Stuart Chaussee & Associates, Inc. 310.00%0.94%4.69%Q4 2015Q4 20215
MSD Partners, L.P. 210.26%6.68%21.56%Q1 2018Q1 20225
LEVEL FOUR FINANCIAL, LLC 440.01%0.22%0.36%Q4 2020Q3 20215
Quantum Capital Management, LLC / NJ 550.00%0.00%0.00%Q4 2014Q4 20155
Hatteras Alternative Mutual Funds, LLC 550.01%0.09%0.20%Q2 2013Q2 20145
MIZUHO SECURITIES USA LLC 210.02%3.38%11.25%Q1 2016Q4 20215
Tradewinds, LLC. 320.28%0.33%0.39%Q2 2022Q3 20235
SPROTT INC. 410.02%0.05%0.10%Q2 2014Q3 20155
CoreCap Advisors, LLC 550.55%0.84%1.36%Q4 2021Q4 20225
Geneva Partners, LLC 550.26%0.38%0.46%Q4 2020Q4 20215
Grassi Investment Management 550.02%0.03%0.03%Q1 2021Q1 20225
NBW CAPITAL LLC 320.87%2.55%4.66%Q1 2015Q3 20225
Probabilities Fund Management, LLC 550.25%0.38%0.58%Q4 2017Q4 20185
Royal Harbor Partners, LLC 311.07%1.99%2.70%Q2 2020Q3 20235
GUARDIAN CAPITAL ADVISORS LP 210.05%0.32%0.70%Q4 2014Q2 20235
WILLIAM HARRIS INVESTORS INC 321.86%3.26%4.61%Q4 2014Q4 20165
PIEDMONT INVESTMENT ADVISORS INC 410.01%0.02%0.03%Q2 2018Q3 20195
Windham Capital Management, LLC 550.50%1.14%1.46%Q3 2022Q3 20235
WealthPlan Investment Management, LLC 310.02%0.04%0.10%Q1 2022Q4 20235
Highview Capital Management LLC/DE/ 550.17%0.21%0.25%Q4 2021Q4 20225
MOODY NATIONAL BANK TRUST DIVISION 550.04%0.08%0.11%Q3 2022Q3 20235
Great Lakes Retirement, Inc. 320.24%0.28%0.31%Q4 2019Q3 20235
SANDLER CAPITAL MANAGEMENT 310.06%5.81%12.31%Q4 2015Q4 20185
Shilanski & Associates, Inc. 410.09%0.10%0.11%Q1 2021Q3 20225
ONTARIO TEACHERS PENSION PLAN BOARD 410.06%0.24%0.38%Q2 2015Q2 20175
JUNCTURE WEALTH STRATEGIES, LLC 550.12%1.32%5.11%Q1 2021Q1 20225
Sciencast Management LP 310.08%0.36%0.89%Q1 2020Q2 20225
CRAMER ROSENTHAL MCGLYNN LLC 310.00%0.06%0.19%Q4 2015Q4 20225
Balboa Wealth Partners 550.21%0.29%0.54%Q3 2022Q3 20235
Johanson Financial Advisors, Inc. 410.05%0.07%0.08%Q4 2019Q4 20215
Hoxton Financial, Inc. 550.01%0.01%0.01%Q1 2015Q1 20165
Cahill Wealth Management, LLC 410.15%0.16%0.18%Q1 2022Q3 20235
Anson Funds Management LP 310.27%3.04%6.55%Q1 2021Q1 20235
20/20 Capital Management, Inc. 550.21%0.26%0.34%Q2 2020Q2 20215
Virtue Capital Management, LLC 210.06%0.16%0.27%Q4 2017Q4 20205
Ariel Investments 310.02%0.05%0.07%Q4 2016Q4 20195
Cascadia Advisory Services, LLC 320.64%1.10%2.12%Q2 2020Q3 20215
Clarus Wealth Advisors 410.01%0.06%0.25%Q2 2018Q4 20205
BAMCO INC /NY/ 210.00%0.01%0.02%Q4 2013Q3 20225
Gupta Wealth Management LLC 550.06%0.07%0.10%Q1 2015Q1 20165
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Eudaimonia Partners, LLC 320.01%0.01%0.01%Q4 2019Q1 20215
LILLEY & CO 552.16%2.42%2.57%Q2 2013Q2 20145
Cormorant Asset Management, LP 552.33%5.12%9.84%Q2 2020Q2 20215
MARATHON ASSET MANAGEMENT LP 110.60%12.83%24.64%Q1 2014Q1 20235
Park West Asset Management LLC 223.68%8.80%17.94%Q4 2020Q4 20215
361 CAPITAL LLC 210.15%7.75%22.09%Q4 2015Q3 20185
WRAPMANAGER INC 311.35%2.79%4.14%Q3 2012Q1 20145
Cowen Investment Management LLC 320.01%0.24%0.52%Q3 2019Q2 20215
B.O.S.S. Retirement Advisors, LLC 550.85%0.88%0.92%Q4 2022Q4 20235
PYA Waltman Capital, LLC 410.01%0.01%0.01%Q1 2021Q3 20225
Birch Capital Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
BAKER TILLY WEALTH MANAGEMENT, LLC 550.02%0.03%0.04%Q2 2022Q2 20235
KLS Diversified Asset Management LP 312.77%17.54%57.18%Q4 2017Q1 20195
Melone Private Wealth, LLC 550.29%0.48%0.81%Q4 2021Q4 20225
Clearview Wealth Advisors LLC 550.00%0.00%0.01%Q4 2020Q4 20215
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 410.00%0.00%0.00%Q2 2013Q3 20195
Surevest, LLC 410.01%0.07%0.22%Q4 2018Q3 20225
Healthcare Value Capital, LLC 553.80%7.81%14.07%Q2 2013Q2 20145
EXCHANGE TRADED CONCEPTS, LLC 320.00%0.25%0.48%Q4 2020Q2 20235
ROMANO BROTHERS AND COMPANY 550.03%0.04%0.04%Q3 2022Q3 20235
Stokes Capital Advisors, LLC 550.35%0.45%0.49%Q4 2017Q4 20185
ADVISOR PARTNERS LLC 310.02%0.04%0.12%Q3 2018Q2 20225
Navigation Wealth Management, Inc. 210.33%25.67%84.00%Q1 2021Q3 20225
Monterey Private Wealth, Inc. 550.32%0.32%0.33%Q3 2022Q3 20235
Corvid Peak Capital Management, LLC 410.02%0.25%0.72%Q2 2015Q2 20185
Americana Partners, LLC 550.05%0.10%0.27%Q3 2022Q3 20235
Legend Financial Advisors, Inc. 550.03%0.03%0.04%Q3 2022Q3 20235
LifePro Asset Management 550.13%0.15%0.16%Q4 2020Q4 20215
BNC WEALTH MANAGEMENT, LLC 410.01%2.92%4.44%Q3 2020Q4 20215
Koss-Olinger Consulting, LLC 550.04%0.05%0.07%Q1 2021Q1 20225
VERUS CAPITAL PARTNERS, LLC 210.01%0.03%0.06%Q4 2019Q3 20235
KRS Capital Management, LLC 410.17%0.34%0.45%Q4 2021Q3 20235
STEEL PARTNERS HOLDINGS L.P. 442.83%6.67%18.03%Q1 2017Q4 20175
Engine Capital Management, LP 320.02%3.08%7.84%Q1 2021Q3 20235
SAC Capital Advisors LP 440.01%0.13%0.38%Q2 2013Q1 20145
Compass Wealth Management LLC 550.00%0.00%0.00%Q4 2022Q4 20235
BUCKHEAD CAPITAL MANAGEMENT LLC 550.04%0.05%0.05%Q1 2021Q1 20225
P SCHOENFELD ASSET MANAGEMENT LP 550.66%3.36%6.97%Q1 2016Q1 20175
BG Investment Services, Inc. 555.01%5.27%5.68%Q4 2021Q4 20225
Douglass Winthrop Advisors, LLC 310.02%0.02%0.03%Q4 2015Q4 20185
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 550.29%0.35%0.39%Q1 2019Q1 20205
WELCH CAPITAL PARTNERS LLC/NY 551.33%3.96%5.46%Q3 2017Q3 20185
MinichMacGregor Wealth Management, LLC 210.01%0.01%0.01%Q4 2016Q4 20225
OAKTREE CAPITAL MANAGEMENT LP 110.23%1.00%2.34%Q4 2013Q4 20215
Beacon Pointe Wealth Advisors, LLC 550.71%0.83%1.15%Q4 2018Q4 20195
PFM Health Sciences, LP 210.14%1.56%3.37%Q2 2017Q2 20205
Y-Intercept (Hong Kong) Ltd 210.03%0.07%0.11%Q1 2021Q3 20235
Greenwich Wealth Management LLC 410.16%0.20%0.30%Q2 2019Q3 20235
Monte Financial Group, LLC 550.10%0.13%0.15%Q3 2022Q3 20235
Selective Wealth Management, Inc. 310.00%0.02%0.04%Q3 2019Q3 20225
NORTHWEST INVESTMENT COUNSELORS, LLC 210.00%0.01%0.02%Q2 2017Q3 20235
WealthTrust Fairport, LLC 410.00%0.01%0.02%Q3 2014Q4 20185
Virginia National Bank 410.70%1.32%2.19%Q1 2022Q2 20235
KLK CAPITAL MANAGEMENT LLC 550.93%0.99%1.04%Q3 2022Q3 20235
TITLEIST CAPITAL, LLC 551.82%2.16%2.37%Q4 2021Q4 20225
EQUITEC PROPRIETARY MARKETS, LLC 310.21%0.35%0.62%Q1 2020Q4 20215
Svenska Handelsbanken AB (publ) 550.02%0.03%0.04%Q4 2015Q4 20165
Plaisance Capital LLC 410.38%6.25%9.65%Q1 2021Q2 20225
BlackRock Fund Advisors 550.05%0.05%0.06%Q4 2015Q4 20165
Charles Schwab Trust Co 410.07%0.12%0.16%Q4 2019Q2 20225
GARNET EQUITY CAPITAL HOLDINGS, INC. 310.39%11.18%34.00%Q2 2020Q4 20215
Advisory Resource Group 320.15%0.48%1.04%Q1 2020Q4 20225
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 410.00%0.03%0.09%Q3 2015Q1 20195
NEWLAND CAPITAL MANAGEMENT, LLC 212.79%9.25%18.82%Q2 2013Q2 20155
Potomac Capital Management, Inc. 221.42%3.46%7.52%Q4 2021Q4 20225
Apexium Financial, LP 550.06%0.08%0.10%Q3 2022Q3 20235
Muzinich & Co., Inc. 311.36%4.89%8.82%Q3 2019Q3 20205
Your Advocates Ltd., LLP 550.00%0.01%0.02%Q3 2022Q3 20235
No Street GP LP 3211.54%21.59%36.53%Q4 2019Q1 20215
Wilmington Trust Investment Management, LLC 550.07%0.08%0.10%Q2 2013Q2 20145
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2015Q3 20215
REDMONT WEALTH ADVISORS LLC 553.19%4.60%5.84%Q4 2021Q4 20225
WFA of San Diego, LLC 210.01%0.03%0.10%Q2 2020Q3 20235
Paradigm Financial Partners, LLC 550.21%0.45%0.55%Q2 2021Q2 20225
RESOLUTE FINANCIAL, LLC 550.22%0.26%0.34%Q4 2021Q4 20225
VALLEY NATIONAL BANCORP 551.42%1.72%2.20%Q4 2013Q4 20145
JANA PARTNERS LLC 110.06%1.59%7.28%Q2 2013Q3 20185
Platform Technology Partners 550.17%0.18%0.18%Q3 2022Q3 20235
Keudell/Morrison Wealth Management 550.09%0.10%0.13%Q1 2021Q1 20225
EXCELSIA, INC. 320.25%0.34%0.41%Q2 2013Q3 20145
ALPINE ASSOCIATES MANAGEMENT INC. 310.01%0.71%1.80%Q4 2016Q4 20215
HHG & Company, LLC 550.76%1.34%1.77%Q2 2013Q2 20145
Global Wealth Strategies & Associates 550.01%0.01%0.01%Q4 2022Q4 20235
NAYA CAPITAL MANAGEMENT UK LTD 213.09%7.83%11.80%Q4 2015Q4 20205
Infini Capital Management Ltd 4113.39%15.05%19.18%Q3 2021Q4 20225
DIKER MANAGEMENT LLC 312.53%4.10%7.42%Q3 2013Q3 20145
Fiduciary Wealth Partners, LLC 550.35%0.56%0.69%Q1 2016Q1 20175
Prince Street Capital Management LLC 110.29%6.24%10.54%Q2 2015Q4 20205
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.15%0.17%0.18%Q1 2020Q1 20215
BB&T INVESTMENT SERVICES, INC. 550.01%0.26%1.24%Q4 2016Q4 20175
Clarius Group, LLC 550.04%0.05%0.06%Q1 2019Q1 20205
WILMINGTON TRUST CO 550.41%0.50%0.66%Q2 2013Q2 20145
McElhenny Sheffield Capital Management, LLC 210.12%0.21%0.35%Q3 2021Q3 20235
Everhart Financial Group, Inc. 210.10%0.13%0.17%Q3 2021Q2 20235
ENZI WEALTH 550.18%0.23%0.27%Q3 2022Q3 20235
SANDERS MORRIS HARRIS LLC 550.09%0.38%0.72%Q1 2016Q1 20175
Dorsal Capital Management, LP 556.48%6.82%7.31%Q2 2019Q2 20205
ALPINE ASSOCIATES ADVISORS 550.02%0.06%0.09%Q2 2013Q2 20145
Deep Field Asset Management LLC 216.31%14.35%32.06%Q3 2019Q2 20215
Baron Wealth Management LLC 550.37%0.40%0.44%Q4 2022Q4 20235
Cassaday & Co Wealth Management LLC 440.02%0.03%0.03%Q4 2022Q3 20234
NSI Retail Advisors, LLC 440.14%1.56%5.51%Q4 2022Q3 20234
Philosophy Capital Management LLC 4410.66%11.73%12.80%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.12%0.14%0.18%Q4 2022Q3 20234
Sageworth Trust Co of South Dakota 442.94%3.14%3.51%Q4 2022Q3 20234
Tenret Co LLC 440.18%0.20%0.21%Q2 2021Q1 20224
JTC Employer Solutions Trustee Ltd 440.00%0.00%0.01%Q3 2022Q2 20234
BASSETT HARGROVE INVESTMENT COUNSEL, LLC 440.31%0.32%0.34%Q2 2021Q1 20224
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 440.20%0.21%0.22%Q4 2022Q3 20234
Bricktown Capital, LLC 440.43%0.54%0.78%Q4 2022Q3 20234
XY Capital Ltd 221.53%1.80%2.20%Q1 2023Q2 20234
Alan B Lancz & Associates, Inc. 440.15%0.15%0.16%Q2 2022Q1 20234
ARMSTRONG ADVISORY GROUP, INC 440.04%1.86%2.64%Q4 2022Q3 20234
Wallace Advisory Group, LLC 440.16%0.16%0.16%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 440.00%0.17%0.34%Q4 2021Q3 20224
Kolinsky Wealth Management, LLC 310.21%0.22%0.23%Q1 2022Q3 20234
Eisler Capital (US) LLC 220.69%3.92%9.92%Q2 2023Q3 20234
CAPITAL PERFORMANCE ADVISORS LLP 440.17%0.18%0.19%Q4 2022Q3 20234
Wealth Management Solutions, LLC 220.13%0.20%0.32%Q4 2021Q1 20234
Viewpoint Capital Management LLC 440.05%0.20%0.35%Q4 2022Q3 20234
Lansing Street Advisors 440.02%0.06%0.16%Q3 2022Q2 20234
Investmark Advisory Group LLC 440.19%0.20%0.21%Q4 2021Q3 20224
MAS Advisors LLC 440.29%2.44%8.84%Q4 2021Q3 20224
Sandy Cove Advisors, LLC 220.04%0.27%0.61%Q4 2021Q2 20234
FNY Partners Fund LP 440.00%0.01%0.02%Q4 2016Q3 20174
HILL ISLAND FINANCIAL LLC 441.63%1.69%1.78%Q4 2022Q3 20234
Life Planning Partners, Inc 440.00%0.00%0.00%Q4 2021Q3 20224
Trail Ridge Investment Advisors, LLC 440.14%0.40%0.68%Q4 2021Q3 20224
Simplicity Wealth,LLC 440.19%0.25%0.29%Q4 2022Q3 20234
SIENA CAPITAL LLC 441.91%2.02%2.20%Q4 2021Q3 20224
BancFirst Trust & Investment Management 310.71%0.78%0.94%Q1 2022Q1 20234
KARLINSKI ANDREW C 440.01%0.01%0.02%Q4 2021Q3 20224
Summit Investment Advisory Services, LLC 440.28%0.36%0.52%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.04%0.06%0.07%Q4 2022Q3 20234
Rokos Capital Management LLP 220.49%4.62%7.63%Q2 2023Q3 20234
Vulcan Value Partners, LLC 210.00%0.02%0.07%Q3 2017Q4 20224
Arbor Wealth Management, LLC 310.03%0.04%0.06%Q4 2018Q4 20214
WADDELL & REED FINANCIAL INC 310.00%0.02%0.03%Q3 2015Q4 20174
UNITED MARITIME CAPITAL LLC 440.17%0.19%0.24%Q4 2020Q3 20214
KHP Capital, LLC 442.71%2.80%2.89%Q4 2017Q3 20184
Kelman-Lazarov, Inc. 440.08%0.08%0.09%Q1 2016Q4 20164
Silicon Valley Capital Partners 440.00%0.00%0.00%Q4 2022Q3 20234
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 310.11%2.19%6.55%Q1 2020Q3 20234
Wilmington Funds Management Corp 220.12%0.14%0.17%Q2 2013Q2 20144
Capital One Investing, Inc. 440.48%1.08%1.39%Q4 2018Q3 20194
Samalin Investment Counsel, LLC 210.03%0.52%1.00%Q4 2019Q3 20224
Highwater Wealth Management, LLC 440.56%1.39%2.03%Q3 2016Q2 20174
Kopp Family Office, LLC 4417.48%18.63%19.37%Q4 2022Q3 20234
ROBERTSON STEPHENS ADVISORS LLC 440.75%1.05%1.18%Q4 2016Q3 20174
Castle Hook Partners LP 117.21%10.12%17.34%Q4 2017Q2 20234
Pinz Capital Management, LP 210.03%1.20%3.63%Q1 2020Q2 20214
Guidant Wealth Advisors 440.18%0.20%0.22%Q4 2018Q3 20194
Parasol Investment Management, LLC 210.02%1.88%5.03%Q4 2013Q1 20174
CARLSON CAPITAL L P 310.01%0.02%0.03%Q3 2016Q3 20174
ROVIN CAPITAL /UT/ /ADV 440.13%0.17%0.25%Q4 2022Q3 20234
CORNERCAP INVESTMENT COUNSEL INC 210.03%0.04%0.05%Q1 2018Q1 20214
Pembroke Management, LTD 210.07%0.16%0.23%Q1 2014Q2 20164
Azarias Capital Management, L.P. 441.61%4.26%7.00%Q4 2022Q3 20234
CANANDAIGUA NATIONAL BANK & TRUST CO 440.41%0.53%0.59%Q2 2017Q1 20184
BEL AIR INVESTMENT ADVISORS LLC 210.08%0.31%0.96%Q3 2013Q2 20214
Stone House Investment Management, LLC 310.02%0.02%0.02%Q1 2019Q3 20234
AlphaStar Capital Management, LLC 310.02%0.17%0.55%Q4 2017Q4 20214
Parkwood LLC 210.03%13.56%26.86%Q3 2015Q3 20214
Perennial Advisors, LLC 310.01%0.01%0.01%Q2 2017Q2 20214
CAMDEN NATIONAL BANK 440.04%0.05%0.06%Q1 2021Q4 20214
Alpine Group USVI, LLC 312.06%9.79%14.11%Q2 2017Q3 20194
CHAPIN DAVIS, INC. 440.18%0.21%0.23%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.03%0.03%0.04%Q4 2021Q1 20234
HG Vora Capital Management, LLC 4413.40%20.55%29.12%Q4 2013Q3 20144
VAN ECK ASSOCIATES CORP 310.01%0.11%0.20%Q2 2013Q4 20144
CASPIAN CAPITAL LP 210.08%25.23%51.76%Q4 2014Q3 20164
Vestpro Financial Partners, Inc. dba CPF Texas 440.26%0.33%0.38%Q4 2017Q3 20184
MRA Associates USA LLC 440.28%0.59%0.86%Q4 2018Q3 20194
SYSTEMATIC FINANCIAL MANAGEMENT LP 210.00%0.00%0.01%Q4 2013Q4 20164
Nichols Asset Management LLC 440.10%0.80%1.11%Q1 2016Q4 20164
Strategic Capital Alternatives LLC 310.01%0.11%0.19%Q3 2014Q3 20154
Pacific Grove Capital LP 442.34%7.39%13.80%Q4 2015Q3 20164
SkyTop Capital Management LLC 3110.05%17.83%33.95%Q3 2015Q1 20174
Mizuho Trust & Banking Co., Ltd. 440.93%1.18%1.40%Q3 2019Q2 20204
ADVISORS MANAGEMENT GROUP INC /ADV 440.11%0.80%1.53%Q4 2022Q3 20234
TPB WEALTH ADVISORS 440.27%0.36%0.52%Q2 2022Q1 20234
RIVERSVILLE CAPITAL, INC. 440.11%0.29%0.75%Q2 2013Q1 20144
INTREPID CAPITAL MANAGEMENT INC 440.28%0.30%0.32%Q3 2022Q2 20234
Route One Investment Company, L.P. 211.66%9.12%18.91%Q2 2013Q2 20214
Asset Management Group, Inc. 440.05%0.05%0.05%Q4 2020Q3 20214
KILEY JUERGENS WEALTH MANAGEMENT, LLC 441.18%1.32%1.50%Q4 2017Q3 20184
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 220.02%2.33%7.76%Q4 2016Q1 20224
First Command Advisory Services, Inc. 310.00%0.00%0.00%Q3 2021Q4 20224
Quadrant Private Wealth Management, LLC 310.11%0.11%0.12%Q2 2022Q2 20234
Concourse Capital Management, LLC 442.46%4.19%7.02%Q4 2016Q3 20174
Dynasty Wealth Management, LLC 440.57%2.89%4.04%Q4 2017Q3 20184
Shoals Capital Management LP 440.11%0.66%1.23%Q1 2019Q4 20194
American Research & Management Co. 440.00%0.00%0.00%Q3 2021Q2 20224
DFPG INVESTMENTS, LLC 440.06%0.09%0.12%Q4 2022Q3 20234
Sanctuary Wealth Management, L.L.C. 210.05%0.06%0.06%Q1 2010Q3 20234
MPAM CREDIT TRADING PARTNERS L.P. 4415.90%31.62%52.35%Q4 2014Q3 20154
FIRST NATIONAL CORP /MA/ /ADV 220.01%0.03%0.06%Q4 2018Q1 20234
WASATCH ADVISORS LP 110.00%0.01%0.01%Q4 2014Q4 20184
STERNE AGEE GROUP, INC. 220.08%0.19%0.38%Q2 2013Q1 20154
CITIZENS & NORTHERN CORP 440.21%0.64%1.10%Q3 2015Q2 20164
Scoria Capital Partners LP 210.54%7.63%28.28%Q4 2014Q3 20174
Nikulski Financial, Inc. 440.09%0.10%0.11%Q1 2021Q4 20214
HOWARD HUGHES MEDICAL INSTITUTE 442.43%5.19%9.57%Q4 2013Q3 20144
Luken Investment Analytics, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Altai Capital Management 444.39%15.33%23.06%Q1 2014Q4 20144
Constellation Wealth Advisors, LLC 440.09%0.13%0.23%Q4 2014Q3 20154
Steigerwald, Gordon & Koch Inc. 440.03%0.04%0.04%Q2 2021Q1 20224
Trilantic Capital Management L.P. 442.23%4.86%8.30%Q4 2021Q3 20224
First Bancorp, Inc /ME/ 310.26%0.29%0.33%Q1 2021Q1 20224
HANSEATIC MANAGEMENT SERVICES INC 310.01%0.98%3.91%Q2 2013Q4 20204
Signature Wealth Management Group 440.02%0.03%0.03%Q4 2017Q3 20184
AMUSSEN HUNSAKER ASSOCIATES LLC 210.01%0.08%0.16%Q2 2018Q3 20214
Financial Enhancement Group LLC 220.00%0.58%1.36%Q2 2021Q4 20224
Osborn Williams & Donohoe LLC 440.32%0.37%0.40%Q1 2019Q4 20194
Polaris Wealth Advisory Group, LLC 310.01%0.04%0.13%Q2 2017Q3 20184
Windsor Advisory Group, LLC 440.58%0.70%0.91%Q4 2022Q3 20234
GTS SECURITIES LLC 220.19%0.52%1.01%Q2 2023Q3 20234
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 441.44%1.71%1.89%Q1 2021Q4 20214
Financial Insights, Inc. 210.04%0.12%0.17%Q2 2021Q3 20234
Swaine & Leidel Wealth Services, LLC 110.29%0.48%0.61%Q2 2019Q1 20224
CYNOSURE ADVISORS, LLC 440.12%0.16%0.24%Q4 2017Q3 20184
Eagle Ridge Investment Management 310.02%0.04%0.06%Q1 2017Q1 20224
All Season Financial Advisors, Inc. 220.55%2.71%4.54%Q3 2021Q1 20234
SOROS CAPITAL MANAGEMENT LLC 210.11%1.18%3.58%Q4 2020Q2 20234
Lee Capital Holdings LLC 310.15%0.34%0.59%Q2 2018Q4 20214
ROBINSON CAPITAL MANAGEMENT, LLC 440.01%0.01%0.02%Q4 2019Q3 20204
Kazazian Asset Management, LLC 442.53%4.68%8.98%Q4 2018Q3 20194
Insight Wealth Strategies, LLC 210.03%0.05%0.08%Q4 2019Q1 20224
Antara Capital LP 210.98%7.59%17.24%Q3 2022Q2 20234
PALLADIUM PARTNERS LLC 210.00%0.01%0.02%Q2 2013Q2 20154
Integris Wealth Management, LLC 440.12%0.14%0.14%Q4 2022Q3 20234
GLENHILL ADVISORS LLC 4413.12%13.99%15.16%Q2 2017Q1 20184
Portfolio Strategies, Inc. 440.02%0.03%0.03%Q4 2017Q3 20184
Holowesko Partners Ltd. 212.48%4.16%5.32%Q2 2015Q4 20194
Atlas Principals, LLC 221.20%8.65%20.10%Q4 2019Q1 20214
BUILDER INVESTMENT GROUP INC /ADV 440.59%0.66%0.76%Q4 2022Q3 20234
Valtinson Bruner Financial Planning LLC 440.14%1.02%2.60%Q1 2021Q4 20214
Brenner West Capital Advisors 312.10%4.42%8.88%Q1 2016Q1 20174
COMMUNITY BANK SYSTEM, INC. 440.00%0.00%0.00%Q4 2013Q3 20144
SlateStone Wealth, LLC 310.05%0.07%0.10%Q4 2019Q3 20234
Heartwood Wealth Management Ltd 440.38%0.51%0.66%Q4 2015Q3 20164
Prosiris Capital Management LP 110.35%16.53%56.30%Q4 2014Q2 20154
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. 210.38%8.69%27.78%Q3 2015Q3 20194
Napier Park Global Capital (US) LP 311.05%4.03%6.86%Q1 2016Q4 20174
New Century Advisors, LLC 310.14%2.29%4.90%Q3 2015Q4 20214
Cedar Brook Financial Partners, LLC 440.16%0.26%0.31%Q4 2018Q3 20194
Princeton Global Asset Management LLC 310.02%0.10%0.33%Q4 2019Q3 20234
Artemis Wealth Advisors, LLC 445.49%7.12%8.95%Q4 2022Q3 20234
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 111.97%6.86%17.79%Q4 2016Q2 20234
ENDICOTT MANAGEMENT CO 210.23%0.60%1.36%Q2 2015Q1 20164
My Legacy Advisors, LLC 440.10%1.37%2.13%Q1 2022Q4 20224
Clearline Capital LP 448.12%12.53%15.29%Q4 2021Q3 20224
Cleary Gull Holdings Inc. 440.17%0.28%0.40%Q2 2015Q1 20164
CALDWELL SUTTER CAPITAL, INC. 440.02%0.04%0.06%Q4 2022Q3 20234
Inscription Capital, LLC 210.01%0.05%0.15%Q4 2018Q2 20224
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 310.12%1.60%5.67%Q4 2020Q4 20224
ATALANTA SOSNOFF CAPITAL, LLC 440.02%0.04%0.05%Q4 2022Q3 20234
CHARTWELL INVESTMENT PARTNERS, LLC 440.01%0.01%0.01%Q1 2021Q4 20214
HIGHLINE CAPITAL MANAGEMENT, L.P. 213.59%4.61%5.74%Q2 2015Q2 20174
Boston Partners 210.00%0.01%0.02%Q3 2018Q1 20204
Builders Union LLP 4413.34%29.33%48.95%Q4 2020Q3 20214
Legacy Trust 441.56%1.62%1.66%Q4 2022Q3 20234
KMG FIDUCIARY PARTNERS, LLC 440.06%0.14%0.17%Q4 2022Q3 20234
HARTFORD INVESTMENT MANAGEMENT CO 310.02%0.20%0.69%Q2 2015Q4 20184
ARGENT TRUST COMPANY, N.A. 440.40%0.44%0.49%Q2 2014Q1 20154
CAPITAL ONE, NATIONAL ASSOCIATION 310.02%0.28%1.04%Q4 2013Q4 20194
HAZLETT, BURT & WATSON, INC. 220.01%0.04%0.06%Q1 2022Q3 20234
Bellecapital International Ltd. 440.87%0.92%1.00%Q2 2016Q1 20174
Ikarian Capital, LLC 210.01%1.20%3.35%Q1 2020Q1 20214
Quantitative Advantage, LLC 220.41%0.75%1.10%Q3 2013Q1 20174
JUPITER ASSET MANAGEMENT LTD 310.01%0.03%0.06%Q1 2017Q3 20184
BlueCrest Capital Management LLP 330.28%0.45%0.88%Q4 2013Q2 20144
FIL Ltd 440.00%0.01%0.02%Q1 2021Q4 20214
Stonehage Fleming Financial Services Holdings Ltd 440.00%0.00%0.01%Q3 2016Q2 20174
Cinctive Capital Management LP 210.25%0.46%0.89%Q3 2021Q2 20234
BANK OF HAWAII 440.01%0.01%0.01%Q1 2021Q4 20214
Smithwood Advisers, L.P. 316.50%12.40%22.66%Q2 2013Q3 20144
Seminole Management Co., Inc. 310.21%1.66%2.42%Q4 2014Q3 20164
Meeder Advisory Services, Inc. 440.04%0.04%0.05%Q4 2022Q3 20234
AXAR CAPITAL MANAGEMENT L.P. 218.96%25.05%50.21%Q4 2015Q2 20184
Kirkoswald Asset Management LLC 311.34%24.90%72.99%Q3 2020Q3 20234
EJF Capital LLC 310.18%1.62%5.54%Q1 2016Q4 20224
Farther Finance Advisors, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
New Republic Capital, LLC 441.18%1.26%1.34%Q4 2022Q3 20234
Hudson Executive Capital LP 313.27%5.49%8.88%Q3 2018Q3 20194
Baldwin Investment Management, LLC 440.04%0.04%0.04%Q1 2021Q4 20214
First County Bank /CT/ 440.34%0.41%0.50%Q4 2022Q3 20234
3Chopt Investment Partners, LLC 441.23%1.27%1.37%Q4 2022Q3 20234
Strategies Wealth Advisors, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
DCF Advisers, LLC 210.33%1.15%2.10%Q4 2019Q3 20234
Polen Capital Management 210.00%0.00%0.01%Q1 2022Q2 20234
Altshuler Shaham Ltd 110.00%0.01%0.01%Q4 2017Q4 20214
Vawter Financial, Ltd. 440.52%0.62%0.80%Q4 2022Q3 20234
BRADY FAMILY WEALTH, LLC 440.38%0.39%0.40%Q4 2022Q3 20234
Private Wealth Strategies, L.L.C. 310.05%0.12%0.18%Q4 2019Q4 20214
Flagstone Financial Management 440.12%0.13%0.16%Q4 2022Q3 20234
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 441.56%1.92%2.36%Q4 2021Q3 20224
Lighthouse Investment Partners, LLC 330.16%0.48%1.30%Q1 2023Q3 20234
Trust Co of Kansas 210.39%0.83%1.85%Q4 2019Q4 20224
Harvest Investment Advisors, LLC 444.99%5.03%5.06%Q4 2022Q3 20234
Filbrandt Wealth Management, LLC 310.01%0.02%0.02%Q2 2020Q3 20214
Engrave Wealth Partners LLC 310.06%1.53%5.92%Q4 2019Q1 20214
LaSalle St. Investment Advisors, LLC 440.19%0.20%0.21%Q4 2022Q3 20234
BBJS FINANCIAL ADVISORS, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
RF&L WEALTH MANAGEMENT, LLC 440.72%0.77%0.83%Q4 2022Q3 20234
Paul John Balson 440.43%0.65%0.88%Q1 2020Q4 20204
Julex Capital Management, LLC 440.00%0.00%0.01%Q4 2018Q3 20194
BOS Asset Management, LLC 440.17%0.19%0.22%Q4 2022Q3 20234
Park Place Capital Corp 440.32%0.33%0.34%Q4 2022Q3 20234
Parker Financial LLC 441.58%1.92%2.16%Q4 2022Q3 20234
REBALANCE, LLC 440.21%0.22%0.23%Q4 2022Q3 20234
CMH Wealth Management LLC 310.22%0.24%0.25%Q4 2016Q4 20204
Annandale Capital, LLC 440.10%0.14%0.17%Q1 2021Q4 20214
VIAWEALTH, LLC 440.37%0.39%0.41%Q4 2022Q3 20234
Stevard, LLC 220.19%0.22%0.27%Q4 2019Q3 20234
Mountain Lake Investment Management LLC 210.00%10.74%20.22%Q2 2016Q1 20194
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 440.00%0.01%0.01%Q1 2020Q4 20204
Garden State Investment Advisory Services LLC 440.13%0.15%0.19%Q4 2022Q3 20234
QUARRY HILL ADVISORS, LLC 440.19%0.20%0.20%Q4 2022Q3 20234
STAR Financial Bank 441.95%2.04%2.28%Q4 2022Q3 20234
Fortis Group Advisors, LLC 310.13%0.43%1.27%Q3 2020Q3 20234
ABSOLUTE CAPITAL MANAGEMENT, LLC 210.01%0.75%1.82%Q4 2021Q3 20234
Mill Creek Capital Advisors, LLC 440.14%0.17%0.20%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 441.14%1.30%1.73%Q4 2022Q3 20234
CHECK CAPITAL MANAGEMENT INC/CA 310.02%0.03%0.03%Q2 2017Q1 20204
SYMPHONY ASSET MANAGEMENT LLC 110.07%0.47%1.39%Q4 2013Q2 20204
Live Oak Investment Partners 440.01%0.01%0.01%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.05%0.06%0.06%Q4 2022Q3 20234
Great Waters Wealth Management 447.20%8.60%10.06%Q4 2022Q3 20234
PALO ALTO WEALTH ADVISORS, LLC 440.31%0.34%0.35%Q4 2022Q3 20234
Kovitz Investment Group, LLC 440.01%0.05%0.16%Q2 2013Q1 20144
Breakwater Capital Group 440.10%0.12%0.14%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.01%0.20%0.76%Q4 2022Q3 20234
Davis Investment Partners, LLC 440.49%0.66%0.89%Q4 2022Q3 20234
SELZ CAPITAL LLC 211.07%2.92%5.62%Q2 2013Q1 20194
Redwood Wealth Management Group, LLC 440.35%0.37%0.39%Q4 2022Q3 20234
DecisionPoint Financial, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Jessup Wealth Management, Inc 440.68%1.65%2.68%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.07%0.07%0.07%Q4 2022Q3 20234
GEM Asset Management, LLC 441.17%1.21%1.23%Q4 2022Q3 20234
JD Financial Services Inc. 220.18%0.27%0.35%Q4 2020Q4 20214
LODESTAR PRIVATE ASSET MANAGEMENT LLC 441.87%2.40%2.88%Q4 2022Q3 20234
Fidelis Capital Partners, LLC 440.68%0.98%1.54%Q4 2022Q3 20234
Register Financial Advisors LLC 440.09%0.11%0.12%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.91%0.96%1.01%Q4 2022Q3 20234
MMA ASSET MANAGEMENT LLC 310.25%0.29%0.34%Q4 2020Q3 20234
Northern Financial Advisors Inc 440.28%0.30%0.34%Q4 2022Q3 20234
SP Asset Management LLC 440.03%0.03%0.03%Q4 2022Q3 20234
TCP Asset Management, LLC 440.14%1.22%2.03%Q4 2022Q3 20234
Rye Brook Capital LLC 310.46%1.93%3.08%Q4 2020Q1 20224
Sterling Financial Planning, Inc. 440.02%0.02%0.02%Q4 2020Q3 20214
JDM Financial Group LLC 440.71%0.72%0.75%Q4 2022Q3 20234
Fortis Capital Advisors, LLC 440.19%0.22%0.24%Q4 2022Q3 20234
Opera Trading Capital 210.03%1.26%3.20%Q4 2015Q4 20184
Kades & Cheifetz LLC 440.20%0.21%0.21%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.04%0.12%0.16%Q4 2022Q3 20234
RFP Financial Group LLC 440.24%0.37%0.72%Q4 2022Q3 20234
Fiduciary Alliance LLC 440.09%0.09%0.10%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Johnson & White Wealth Management, LLC 310.40%0.54%0.82%Q3 2022Q3 20234
Lifestyle Asset Management, Inc. 448.45%9.09%9.97%Q4 2022Q3 20234
Pine Ridge Advisers LLC 440.72%0.79%0.91%Q4 2022Q3 20234
Thrive Capital Management, LLC 440.18%0.32%0.47%Q4 2020Q3 20214
BW Gestao de Investimentos Ltda. 110.77%4.44%9.54%Q2 2014Q1 20234
Cyndeo Wealth Partners, LLC 440.05%0.06%0.06%Q4 2022Q3 20234
Financial Management Professionals, Inc. 210.00%0.00%0.00%Q2 2016Q2 20234
Trust Asset Management LLC 440.16%2.07%2.73%Q1 2014Q4 20144
Valley Brook Capital Group, Inc. 310.17%0.18%0.20%Q4 2020Q4 20214
BEACON TRUST CO 440.05%0.05%0.05%Q1 2013Q4 20134
Better Money Decisions, LLC 310.03%0.06%0.13%Q1 2021Q2 20224
1832 Asset Management L.P. 110.00%0.00%0.00%Q2 2015Q1 20234
Alaethes Wealth LLC 440.01%0.02%0.02%Q2 2021Q1 20224
Ruedi Wealth Management, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
CSM Advisors, LLC 440.06%0.64%2.25%Q4 2022Q3 20234
Callan Family Office, LLC 441.46%1.76%2.01%Q4 2022Q3 20234
AMI ASSET MANAGEMENT CORP 110.04%0.05%0.07%Q4 2018Q4 20223
ALPS ADVISORS INC 330.01%0.02%0.04%Q3 2013Q1 20143
Financial Gravity Companies, Inc. 210.00%0.02%0.04%Q4 2017Q4 20183
CKW FINANCIAL GROUP 330.01%0.01%0.02%Q2 2021Q4 20213
Aviance Capital Partners, LLC 330.07%0.08%0.08%Q1 2023Q3 20233
National Mutual Insurance Federation of Agricultural Cooperatives 333.17%3.28%3.40%Q4 2018Q2 20193
NICOLET ADVISORY SERVICES, LLC 210.04%0.04%0.04%Q4 2019Q4 20203
EMORY UNIVERSITY 330.01%0.90%2.67%Q2 2011Q4 20113
Boundary Creek Advisors LP 211.62%8.87%17.51%Q3 2022Q3 20233
TWINBEECH CAPITAL LP 110.01%0.28%0.83%Q1 2020Q2 20233
Knuff & Co LLC 330.02%0.03%0.05%Q4 2018Q2 20193
STRATEGY ASSET MANAGERS LLC 210.05%0.06%0.08%Q4 2019Q1 20213
Permanens Capital L.P. 330.03%0.03%0.03%Q4 2020Q2 20213
Cornerstone Planning Group LLC 210.01%0.04%0.05%Q4 2022Q3 20233
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
Anandar Capital Management LP 110.96%2.26%3.03%Q4 2014Q2 20163
IAM Advisory, LLC 210.02%0.23%0.39%Q2 2021Q1 20233
Cape Investment Advisory, Inc. 330.04%0.06%0.07%Q1 2023Q3 20233
Prostatis Group LLC 210.04%0.63%1.00%Q4 2019Q2 20233
AidennLair Capital Management LP 218.92%13.21%19.31%Q2 2017Q2 20183
Teamwork Financial Advisors, LLC 220.01%0.08%0.12%Q3 2021Q4 20213
Tradeworx Inc. 210.09%0.15%0.23%Q2 2013Q1 20143
Cheyne Capital Management (UK) LLP 210.13%0.29%0.47%Q2 2019Q2 20213
FWL INVESTMENT MANAGEMENT, LLC 210.01%0.01%0.02%Q4 2022Q3 20233
Manifold Partners, LLC 330.11%0.31%0.67%Q2 2013Q4 20133
CORA CAPITAL ADVISORS LLC 330.16%0.18%0.20%Q4 2022Q2 20233
JFG Wealth Management, LLC 210.06%0.31%0.46%Q4 2020Q4 20223
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 210.00%0.03%0.05%Q2 2015Q3 20173
VNBTrust, National Association 339.45%12.52%18.30%Q1 2017Q3 20173
qPULA Trading Management LP 210.28%0.86%1.39%Q4 2020Q1 20223
Glass Jacobson Investment Advisors llc 210.04%0.05%0.06%Q4 2022Q3 20233
Ninety One UK Ltd 330.00%0.00%0.00%Q2 2013Q4 20133
Isomer Partners LP 214.24%4.72%5.22%Q3 2022Q2 20233
Bracebridge Capital, LLC 110.33%1.64%4.03%Q4 2019Q2 20213
Segantii Capital Management Ltd 210.30%0.53%0.78%Q4 2018Q4 20193
Oxinas Partners Wealth Management LLC 331.95%2.46%2.72%Q1 2021Q3 20213
Financial & Tax Architects, LLC 330.08%0.09%0.10%Q3 2021Q1 20223
Catamount Wealth Management 210.01%0.01%0.02%Q1 2015Q4 20173
Fifth Third Wealth Advisors LLC 330.97%1.14%1.43%Q2 2023Q4 20233
Honeycomb Asset Management LP 112.64%5.17%7.64%Q1 2017Q1 20213
DAVIDSON INVESTMENT ADVISORS 210.17%0.20%0.23%Q1 2014Q2 20163
Jabre Capital Partners S.A. 110.45%7.45%17.00%Q4 2014Q1 20173
MALTESE CAPITAL MANAGEMENT LLC 210.14%0.17%0.19%Q2 2016Q2 20203
Aristides Capital LLC 110.32%0.89%1.66%Q2 2021Q2 20233
CQS Cayman LP 210.20%1.04%2.04%Q1 2015Q2 20183
WealthStone, Inc. 210.05%0.11%0.16%Q2 2019Q1 20213
Parian Global Management LP 214.28%8.76%17.15%Q3 2019Q3 20203
Artal Group S.A. 330.96%1.81%3.22%Q2 2014Q4 20143
Senator Investment Group LP 211.97%8.16%13.84%Q3 2017Q3 20183
Gruss Capital Management LP 111.93%8.21%16.56%Q3 2014Q2 20173
FOURSIXTHREE CAPITAL LP 2229.86%54.06%80.06%Q2 2023Q3 20233
Balter Liquid Alternatives, LLC 210.01%0.04%0.06%Q4 2017Q2 20193
Alta Park Capital, LP 215.78%7.36%8.46%Q1 2019Q4 20203
Braun-Bostich & Associates Inc. 211.46%1.78%1.99%Q2 2021Q1 20223
Old West Investment Management, LLC 3315.43%16.78%19.07%Q1 2021Q3 20213
Alyeska Investment Group, L.P. 330.13%0.20%0.34%Q4 2016Q2 20173
VitalStone Financial, LLC 210.01%0.01%0.02%Q4 2022Q3 20233
Tanglewood Wealth Management, Inc. 210.92%2.98%5.70%Q3 2016Q4 20203
Pathway Financial Advisors LLC 330.02%0.02%0.02%Q4 2017Q2 20183
LFA - Lugano Financial Advisors SA 331.32%1.45%1.70%Q2 2018Q4 20183
South Shore Capital Advisors 110.01%0.44%0.82%Q4 2020Q3 20213
McNamara Financial Services, Inc. 330.05%0.06%0.06%Q2 2021Q4 20213
Onex Canada Asset Management Inc. 330.01%0.74%1.52%Q1 2021Q3 20213
Campbell Wealth Management 210.02%0.02%0.03%Q2 2020Q3 20233
Reynders McVeigh Capital Management, LLC 330.01%0.01%0.02%Q3 2021Q1 20223
FIDUCIARY MANAGEMENT INC /WI/ 110.00%0.01%0.03%Q4 2018Q3 20233
Empire Life Investments Inc. 210.02%0.02%0.03%Q4 2016Q4 20183
Johnson Midwest Financial, LLC 3314.32%15.30%15.95%Q4 2020Q2 20213
Mitsubishi UFJ Trust & Banking Corp 210.01%0.01%0.01%Q1 2015Q1 20173
Greenland Capital Management LP 330.15%0.33%0.48%Q1 2023Q3 20233
J.P. Turner & Co Capital Mnagement, LLC 330.17%0.58%0.97%Q4 2014Q2 20153
Ipswich Investment Management Co., Inc. 210.03%0.07%0.15%Q1 2016Q4 20183
Bell Bank 330.02%0.03%0.04%Q1 2023Q3 20233
Game Creek Capital, LP 211.58%2.64%3.50%Q3 2021Q2 20233
Kabarec Financial Advisors, Ltd. 330.02%0.02%0.02%Q4 2017Q2 20183
Marshall Financial Group LLC 330.10%0.10%0.10%Q1 2023Q3 20233
CGN Advisors LLC 210.03%0.07%0.12%Q3 2022Q4 20233
TEACHER RETIREMENT SYSTEM OF TEXAS 330.07%0.09%0.10%Q3 2019Q1 20203
Cerrano Capital Management LP 3311.63%14.59%19.92%Q4 2017Q2 20183
Sonen Capital LLC 330.59%0.63%0.68%Q1 2023Q3 20233
WEATHERLY ASSET MANAGEMENT L. P. 330.21%0.23%0.27%Q2 2013Q4 20133
Forza Wealth Management, LLC 330.12%0.12%0.12%Q1 2023Q3 20233
180 WEALTH ADVISORS, LLC 330.05%0.05%0.06%Q3 2021Q1 20223
MRA Advisory Group 110.19%0.24%0.30%Q1 2021Q1 20233
BECKER CAPITAL MANAGEMENT INC 330.23%0.23%0.24%Q1 2023Q3 20233
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD 113.58%10.32%17.20%Q3 2013Q2 20163
Evermore Global Advisors, LLC 2113.16%21.56%36.16%Q4 2016Q1 20193
FAIRFIELD, BUSH & CO. 110.00%0.02%0.05%Q1 2018Q2 20233
WCG Wealth Advisors LLC 220.00%0.04%0.08%Q2 2022Q3 20223
Phoenix Wealth Advisors 330.01%0.01%0.01%Q4 2020Q2 20213
SENTINEL TRUST CO LBA 330.08%0.08%0.09%Q2 2018Q4 20183
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 210.00%0.00%0.00%Q4 2014Q4 20153
Torch Wealth Management LLC 330.08%0.09%0.10%Q4 2013Q2 20143
Hamilton Point Investment Advisors, LLC 330.11%0.12%0.12%Q1 2023Q3 20233
Lomas Capital Management, LLC 111.05%1.92%3.50%Q1 2015Q3 20163
Invictus RG 2111.99%15.06%16.98%Q1 2020Q1 20213
ArrowMark Colorado Holdings LLC 210.03%0.11%0.20%Q3 2013Q3 20173
P&S Credit Management, L.P. 221.09%6.46%16.52%Q2 2023Q3 20233
Tenzing Global Management, LLC 214.72%14.14%30.30%Q4 2020Q3 20213
Foresight Wealth Management, LLC 110.00%0.08%0.23%Q4 2018Q4 20213
ISTHMUS PARTNERS, LLC 210.01%0.27%0.63%Q2 2017Q2 20203
Keystone Financial Group 210.04%0.11%0.22%Q4 2017Q1 20223
Accuvest Global Advisors 110.09%0.93%2.54%Q4 2013Q4 20153
Gryphon Financial Partners LLC 330.06%0.06%0.06%Q4 2017Q2 20183
RETIREMENT FINANCIAL SOLUTIONS, LLC 336.34%6.59%6.94%Q4 2022Q2 20233
NWI MANAGEMENT LP 210.04%0.21%0.43%Q4 2016Q3 20233
WEST CHESTER CAPITAL ADVISORS, INC 330.27%0.28%0.30%Q2 2013Q4 20133
Brahman Capital Corp. 335.72%10.74%18.53%Q1 2015Q3 20153
Wellington Shields & Co., LLC 330.08%0.08%0.08%Q1 2021Q3 20213
Allegis Investment Advisors, LLC 210.06%0.07%0.08%Q4 2015Q2 20173
STERLING INVESTMENT MANAGEMENT, LLC 331.17%1.31%1.51%Q1 2018Q3 20183
Allegiant Private Advisors, LLC 330.37%0.40%0.41%Q4 2020Q2 20213
Andromeda Capital LLC 110.36%1.23%1.66%Q2 2014Q2 20143
AVALON CAPITAL MANAGEMENT 111.52%1.91%2.14%Q2 2013Q2 20173
Oribel Capital Management, LP 111.46%9.04%19.40%Q4 2016Q3 20213
Nilsine Partners, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
BIVIN & ASSOCIATES, INC. 330.14%0.15%0.15%Q4 2021Q2 20223
PATTON ALBERTSON MILLER GROUP, LLC 210.06%0.11%0.15%Q3 2018Q4 20193
Aevitas Wealth Management, Inc. 210.02%0.08%0.13%Q4 2018Q3 20213
CAMPBELL CAPITAL MANAGEMENT INC 110.92%1.44%2.09%Q4 2021Q4 20233
Main Management Fund Advisors LLC 3315.07%15.61%16.33%Q1 2021Q3 20213
Brandywine Global Investment Management, LLC 330.00%0.00%0.00%Q2 2013Q4 20133
Vollero Beach Capital Partners LLC 212.43%7.65%15.89%Q1 2014Q1 20153
Axiom Advisory, LLC 210.16%0.18%0.18%Q4 2021Q2 20233
Willow Street Advisors LLC 331.39%1.47%1.54%Q2 2013Q4 20133
Genesis Wealth Advisors, LLC 331.83%1.87%1.94%Q4 2014Q2 20153
Cannon Global Investment Management, LLC 110.97%3.68%7.62%Q2 2021Q2 20233
ARROWGRASS CAPITAL PARTNERS LLP 110.23%17.90%28.00%Q2 2014Q2 20143
MARLIN SAMS CAPITAL MANAGEMENT LLC 331.60%1.92%2.28%Q1 2017Q3 20173
COWA, LLC 210.01%0.05%0.08%Q4 2020Q3 20223
Kellett Wealth Advisors, LLC 210.17%0.42%0.68%Q4 2021Q3 20233
Polus Capital Management Ltd 336.43%7.98%9.43%Q1 2023Q3 20233
HANCOCK WHITNEY INVESTMENT SERVICES INC. 331.41%1.81%2.11%Q4 2021Q2 20223
Princeton Portfolio Strategies Group LLC 210.21%0.44%0.71%Q4 2016Q3 20173
NTB Financial Corp 330.14%0.20%0.23%Q4 2021Q2 20223
BUCKINGHAM CAPITAL MANAGEMENT INC 110.08%5.37%15.90%Q4 2016Q1 20193
Creative Capital Management Investments LLC 330.04%0.04%0.04%Q1 2023Q3 20233
DHK Financial Advisors, Inc. 332.00%2.22%2.54%Q4 2021Q2 20223
HATTON CONSULTING, INC. 330.40%0.44%0.47%Q1 2021Q3 20213
Repertoire Partners LP 2137.20%54.31%86.18%Q1 2022Q1 20233
Leeward Investments, LLC - MA 110.01%0.02%0.03%Q2 2022Q3 20233
Riverwater Partners LLC 110.36%0.67%1.23%Q4 2021Q4 20233
Melqart Asset Management (UK) Ltd 221.07%3.36%7.83%Q4 2018Q1 20193
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.02%0.02%0.03%Q3 2022Q1 20233
TPG Financial Advisors, LLC 330.14%0.15%0.17%Q1 2021Q3 20213
BHF Kleinwort Benson Group S.A. 330.00%0.02%0.03%Q4 2014Q2 20153
Karpus Management, Inc. 210.02%0.23%0.34%Q4 2018Q2 20213
Sterling Investment Counsel, LLC 330.24%0.50%1.02%Q4 2021Q2 20223
LOCKERMAN FINANCIAL GROUP, INC. 334.33%6.59%8.25%Q1 2022Q3 20223
Blue Sky Asset Management, LLC 111.25%2.01%2.49%Q1 2018Q4 20203
DRIVE WEALTH MANAGEMENT, LLC 330.26%0.33%0.46%Q2 2022Q4 20223
Lebenthal Global Advisors, LLC 330.29%0.31%0.32%Q4 2020Q2 20213
Municipal Employees' Retirement System of Michigan 330.10%0.13%0.15%Q3 2019Q1 20203
StratiFi, LLC 330.03%4.97%14.69%Q2 2015Q4 20153
Bristol Advisors, LLC 110.61%0.87%1.24%Q1 2017Q4 20183
Manhattan West Asset Management, LLC 210.12%1.49%3.96%Q4 2021Q1 20233
Bradley & Co. Private Wealth Management, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
Nut Tree Capital Management, LP 2119.94%39.69%55.80%Q3 2019Q2 20223
Dai-ichi Life Insurance Company, Ltd 331.55%1.65%1.75%Q3 2020Q1 20213
LWM Advisory Services, LLC 210.23%0.47%0.62%Q4 2021Q3 20223
Guild Investment Management, Inc. 216.25%12.83%21.25%Q4 2016Q4 20173
Talkot Capital, LLC 110.48%2.28%5.40%Q2 2013Q4 20153
F&C Asset Management plc 330.06%0.08%0.11%Q2 2013Q4 20133
Empire Capital Management, L.L.C. 216.46%7.64%9.72%Q3 2013Q2 20153
Consolidated Portfolio Review Corp 330.09%0.10%0.14%Q1 2023Q3 20233
Vertex Planning Partners, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
Baymount Management LP 210.00%12.31%30.58%Q3 2021Q2 20233
PFG Investments, LLC 330.11%0.11%0.12%Q1 2023Q3 20233
Noble Family Wealth, LLC 330.13%0.13%0.13%Q1 2023Q3 20233
SAX WEALTH ADVISORS, LLC 110.05%0.17%0.41%Q1 2021Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.05%0.06%0.06%Q1 2023Q3 20233
CMT Asset Management Ltd 110.03%0.45%1.13%Q4 2012Q4 20133
Opus Point Partners Management, LLC 3317.10%21.23%24.38%Q1 2016Q3 20163
Legacy Capital Group California, Inc. 330.09%0.33%0.81%Q1 2023Q3 20233
Quintet Private Bank (Europe) S.A. 210.00%0.00%0.00%Q2 2022Q2 20233
Midwest Financial Group LLC 331.25%1.29%1.31%Q1 2023Q3 20233
First Ascent Asset Management, LLC 330.12%0.13%0.13%Q4 2022Q2 20233
Authentikos Wealth Advisory, LLC 331.21%1.29%1.35%Q1 2023Q3 20233
BIP Wealth, LLC 331.55%1.68%1.93%Q1 2023Q3 20233
LOEB PARTNERS CORP 330.19%0.30%0.54%Q2 2018Q4 20183
TITLEIST ASSET MANAGEMENT, LLC 332.19%2.22%2.28%Q1 2023Q3 20233
Lion Street Advisors, LLC 330.26%0.32%0.44%Q1 2023Q3 20233
Argent Wealth Management LLC 330.16%0.18%0.22%Q4 2019Q2 20203
Forefront Analytics, LLC 330.03%0.04%0.05%Q3 2019Q1 20203
HIGHFIELDS CAPITAL MANAGEMENT LP 210.03%0.17%0.46%Q2 2014Q4 20163
Empower Advisory Group, LLC 335.60%5.80%5.98%Q1 2023Q3 20233
Systematic Alpha Investments, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
CTF Capital Management, LP 3318.51%23.35%29.22%Q1 2022Q3 20223
DAN L DUNCAN FOUNDATION 3329.88%30.36%31.12%Q1 2021Q3 20213
INVESTMENT HOUSE LLC 110.05%0.21%0.37%Q2 2020Q3 20223
Private Wealth Partners, LLC 330.03%0.03%0.03%Q2 2019Q4 20193
HealthCor Management, L.P. 210.79%2.08%4.39%Q1 2016Q1 20213
Northern Right Capital Management, L.P. 216.42%17.27%35.93%Q4 2016Q3 20173
Aris Wealth Services, Inc. 330.04%0.06%0.08%Q1 2015Q3 20153
INDUS CAPITAL PARTNERS, LLC 210.36%8.57%22.90%Q3 2013Q2 20153
Simplify Asset Management Inc. 210.04%1.02%2.67%Q1 2022Q3 20233
Disciplina Capital Management LLC 333.11%4.72%5.62%Q1 2021Q3 20213
INNOVIS ASSET MANAGEMENT LLC 210.08%0.17%0.29%Q4 2022Q3 20233
BAKER BOYER NATIONAL BANK 331.52%1.56%1.62%Q3 2017Q1 20183
SNOW CAPITAL MANAGEMENT LP 330.39%1.44%2.48%Q3 2019Q1 20203
Premia Global Advisors, LLC 210.03%0.03%0.04%Q4 2017Q1 20193
Advance Capital Management, Inc. 330.05%0.06%0.07%Q1 2023Q3 20233
Avalon Trust Co 330.02%0.02%0.02%Q1 2023Q3 20233
Delta Financial Group, Inc. 210.60%0.61%0.63%Q4 2022Q3 20233
ADAMS DIVERSIFIED EQUITY FUND, INC. 210.01%0.08%0.16%Q4 2016Q3 20173
Duquesne Family Office 112.55%7.70%13.04%Q4 2016Q4 20193
BROADVIEW ADVISORS LLC 330.24%0.63%1.15%Q4 2018Q2 20193
JACOBS LEVY EQUITY MANAGEMENT, INC 210.01%0.04%0.08%Q2 2017Q4 20183
MKD WEALTH COACHES, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
Kathmere Capital Management, LLC 210.02%0.04%0.09%Q4 2019Q4 20203
Financial Advisory Group 210.04%0.05%0.06%Q3 2019Q2 20233
325 CAPITAL LLC 331.97%2.24%2.76%Q4 2021Q2 20223
Vise Technologies, Inc. 330.11%1.83%4.03%Q4 2021Q2 20223
Standard Investments LLC 210.49%1.54%3.58%Q2 2014Q2 20153
P.A.W. CAPITAL CORP 116.62%8.56%12.12%Q1 2017Q1 20193
BOLTON LP 110.09%0.26%0.38%Q3 2013Q1 20143
CUMBERLAND ADVISORS INC 332.14%2.34%2.74%Q4 2020Q2 20213
PECAUT & CO. 210.00%0.04%0.09%Q3 2018Q3 20193
Schooner Investment Group, LLC. 211.11%34.30%100.00%Q4 2015Q4 20163
GRANDFIELD & DODD, LLC 330.02%0.02%0.02%Q1 2022Q3 20223
FORT PITT CAPITAL GROUP INC 330.03%0.03%0.03%Q1 2015Q3 20153
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 330.25%0.38%0.59%Q2 2013Q4 20133
Ascension Capital Advisors, Inc. 3310.00%12.73%14.26%Q1 2021Q3 20213
Verde Servicos Internacionais S.A. 211.55%1.82%2.37%Q4 2017Q4 20183
CONGRESS ASSET MANAGEMENT CO /MA 110.00%0.02%0.03%Q4 2018Q4 20223
LGT Financial Advisors LLC 210.68%0.72%0.77%Q4 2022Q3 20233
tru Independence LLC 110.04%0.06%0.11%Q4 2019Q1 20213
PETERSON WEALTH MANAGEMENT 330.45%0.48%0.50%Q2 2021Q4 20213
SkyView Investment Advisors, LLC 210.01%0.68%2.03%Q4 2021Q3 20233
Price Capital Management, Inc. 110.08%1.10%3.08%Q4 2017Q2 20233
Spruce Investment Advisors LLC 330.08%0.13%0.21%Q2 2015Q4 20153
SPRINGOWL ASSOCIATES LLC 332.87%6.37%11.78%Q1 2017Q3 20173
FIRST AMERICAN TRUST, FSB 330.05%0.05%0.06%Q3 2017Q1 20183
Tilson Financial Group, Inc. 210.43%0.52%0.58%Q4 2022Q3 20233
Newtyn Management, LLC 3320.43%27.84%32.05%Q2 2019Q4 20193
Risk Paradigm Group, LLC 330.01%0.01%0.01%Q1 2015Q3 20153
NAN FUNG TRINITY (HK) Ltd 330.38%0.40%0.44%Q2 2020Q4 20203
Epoch Investment Partners, Inc. 330.02%0.02%0.02%Q2 2013Q4 20133
Independence Trust CO 220.29%0.29%0.29%Q3 2017Q4 20172
PYRRHO CAPITAL MANAGEMENT, LP 2220.10%21.39%22.68%Q2 2015Q3 20152
Iguana Healthcare Management, LLC 112.62%2.90%3.18%Q4 2013Q1 20152
Plymouth Lane Capital Management, LLC 221.15%3.77%6.39%Q4 2014Q1 20152
Blue Chip Partners, LLC 220.03%0.03%0.04%Q1 2021Q2 20212
Endurant Capital Management LP 110.64%2.10%3.57%Q3 2020Q4 20212
Avoro Capital Advisors LLC 110.00%0.65%1.29%Q3 2015Q2 20192
Delpha Capital Management, LLC 2212.67%19.83%27.00%Q4 2017Q1 20182
Aquilo Capital Management, LLC 1115.57%21.26%26.96%Q3 2020Q2 20232
Sterling Ridge Capital Management LP 110.27%3.25%6.23%Q2 2015Q4 20152
TIDE POINT CAPITAL MANAGEMENT, LP 115.90%6.35%6.80%Q4 2014Q3 20162
Donald L. Hagan, LLC 110.01%0.01%0.01%Q3 2015Q1 20162
GFG Capital, LLC 110.05%0.83%1.60%Q4 2019Q4 20222
J2 Capital Management Inc 220.33%2.17%4.00%Q2 2023Q3 20232
BOW STREET LLC 1113.88%13.88%13.88%Q1 2014Q4 20152
BRASADA CAPITAL MANAGEMENT, LP 220.06%0.07%0.07%Q2 2018Q3 20182
Willingdon Wealth Management 110.00%0.00%0.00%Q1 2019Q4 20192
Sandell Investment Services LLC 225.68%5.72%5.77%Q1 2015Q2 20152
Castle Ridge Investment Management LP 226.22%8.25%10.28%Q1 2017Q2 20172
LVZ, Inc. 220.08%0.11%0.14%Q1 2020Q2 20202
Harfst & Associates, Inc. 220.02%0.05%0.08%Q1 2017Q2 20172
Camelot Portfolios, LLC 110.18%0.54%0.90%Q4 2021Q2 20232
Rotation Capital Management, LP 223.93%14.20%24.47%Q4 2016Q1 20172
Ken Stern & Associates, Inc. 220.10%0.10%0.11%Q2 2018Q3 20182
Kerrisdale Advisers, LLC 112.22%9.23%16.25%Q1 2019Q1 20192
Advocacy Wealth Management Services, LLC 110.01%0.02%0.03%Q4 2015Q2 20172
Idaho Trust Bank 224.59%4.72%4.86%Q2 2023Q3 20232
Meghalaya Partners, L.P. 2213.44%14.80%16.17%Q2 2018Q3 20182
Armbruster Capital Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20172
Capital Wealth Planning, LLC 110.02%0.02%0.03%Q4 2020Q2 20232
Zimmer Partners, LP 110.38%0.39%0.41%Q1 2014Q1 20202
Coastal Bridge Advisors, LLC 110.01%0.22%0.44%Q1 2018Q4 20182
JS Capital Management LLC 229.95%13.04%16.13%Q2 2020Q3 20202
Legion Partners Asset Management, LLC 220.22%0.26%0.30%Q2 2022Q3 20222
Slate Path Capital LP 227.38%7.87%8.37%Q3 2014Q4 20142
Amber Capital Management LP 1114.54%18.23%21.92%Q4 2013Q1 20152
Garda Capital Partners LP 220.03%0.92%1.80%Q1 2023Q2 20232
WESPAC Advisors SoCal, LLC 220.07%0.15%0.23%Q2 2021Q3 20212
TVR Capital Management LP 112.20%7.31%12.42%Q3 2017Q1 20192
Parker Investment Management, LLC 220.27%1.69%3.12%Q4 2020Q1 20212
Stone Toro Investment Advisers, LP 110.97%0.98%1.00%Q2 2013Q4 20142
Cosner Financial Group, LLC 220.70%0.70%0.71%Q2 2023Q3 20232
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 224.55%6.67%8.80%Q2 2023Q3 20232
Seawolf Capital, LLC 111.31%1.92%2.54%Q3 2014Q4 20152
Delphi Private Advisors LLC 220.12%0.12%0.12%Q3 2017Q4 20172
Calvert Investment Management, Inc. 220.06%0.12%0.17%Q4 2015Q1 20162
Benefit Street Partners LLC 110.01%21.36%42.72%Q4 2016Q3 20202
Tyrus Capital S.A.M. 220.46%0.46%0.47%Q4 2015Q1 20162
Callan Capital, LLC 220.09%0.09%0.10%Q2 2023Q3 20232
L2 Asset Management, LLC 220.15%2.15%4.15%Q2 2021Q3 20212
Itau USA Asset Management Inc. 220.47%0.51%0.55%Q3 2013Q4 20132
O'Brien Wealth Partners LLC 220.00%0.01%0.01%Q2 2018Q3 20182
Per Stirling Capital Management, LLC. 220.04%0.05%0.05%Q4 2022Q1 20232
Corre Partners Management, LLC 220.40%7.69%14.98%Q3 2021Q4 20212
PERISCOPE CAPITAL INC. 227.50%8.66%9.82%Q4 2016Q1 20172
Alphadyne Asset Management LP 115.52%9.12%12.72%Q2 2014Q2 20232
Rezny Wealth Management, Inc. 220.14%0.14%0.14%Q4 2018Q1 20192
ELEMENT CAPITAL MANAGEMENT LLC 2248.59%74.29%100.00%Q4 2013Q1 20142
Eversept Partners, LP 110.60%1.19%1.78%Q4 2021Q2 20222
Logan Stone Capital, LLC 110.28%0.32%0.37%Q4 2021Q2 20222
True Capital Management 220.24%0.26%0.28%Q4 2022Q1 20232
Franklin Square Holdings, L.P. 221.97%2.51%3.04%Q2 2018Q3 20182
Sorin Capital Management LLC 119.12%9.16%9.19%Q3 2015Q3 20152
Ground Swell Capital, LLC 1127.40%29.63%31.86%Q2 2014Q1 20232
RITHOLTZ WEALTH MANAGEMENT 110.02%0.11%0.21%Q4 2016Q1 20212
Carlyle Group Inc. 220.01%0.01%0.01%Q4 2014Q1 20152
Algebris (UK) Ltd 113.93%9.34%14.76%Q3 2017Q2 20182
Acuitas Investments, LLC 110.82%1.18%1.54%Q3 2022Q2 20232
V3 Capital Management, L.P. 115.81%6.14%6.48%Q3 2013Q2 20152
Ridgewood Investments LLC 220.03%0.03%0.04%Q1 2023Q2 20232
Lake Hills Wealth Management, LLC 112.34%3.15%3.97%Q4 2021Q2 20232
Johnson Financial Group, LLC 220.07%0.07%0.07%Q2 2021Q3 20212
Oak Point Wealth Management 220.27%0.32%0.37%Q4 2017Q1 20182
Eidelman Virant Capital 110.54%0.67%0.80%Q2 2013Q4 20142
Orbitronix, LP 110.23%2.98%5.73%Q3 2014Q4 20152
RPTC Inc. 220.14%0.15%0.15%Q3 2017Q4 20172
Fore Capital, LLC 110.21%0.58%0.94%Q1 2019Q1 20192
Close Asset Management Ltd 220.00%0.00%0.00%Q4 2021Q1 20222
Columbus Macro, LLC 220.44%0.49%0.54%Q4 2020Q1 20212
Hudson Capital Management LLC 110.12%0.14%0.14%Q2 2018Q2 20192
White Lighthouse Investment Management Inc. 110.05%0.07%0.08%Q4 2019Q3 20232
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE 114.43%5.25%6.06%Q4 2014Q3 20172
Drexel Morgan & Co. 220.06%0.06%0.06%Q4 2020Q1 20212
Richmond Hill Investment Co., LP 2237.65%41.04%44.44%Q1 2015Q2 20152
Monument Capital Management 220.01%0.03%0.05%Q4 2017Q1 20182
Yost Capital Management, LP 225.00%5.30%5.59%Q4 2020Q1 20212
Cypress Capital, LLC 220.04%0.04%0.04%Q3 2021Q4 20212
Winchester Group Inc. 220.49%0.53%0.56%Q2 2013Q3 20132
Banyan Partners, LLC 221.16%1.30%1.44%Q3 2013Q4 20132
Brouwer & Janachowski, LLC 110.03%0.03%0.03%Q1 2014Q2 20152
DAVIS-REA LTD. 220.33%0.40%0.47%Q4 2014Q1 20152
Acorn Advisory Capital L.P. 110.66%2.13%3.60%Q4 2017Q3 20192
Rinkey Investments 110.06%0.75%1.43%Q4 2021Q1 20232
Waterloo Capital, L.P. 220.12%0.16%0.19%Q2 2023Q3 20232
Alaska Wealth Advisors 220.06%0.07%0.08%Q3 2019Q4 20192
PAYDEN & RYGEL 110.01%1.26%2.51%Q2 2014Q4 20142
Richmond Hill Investments, LLC 2241.83%45.14%48.44%Q1 2015Q2 20152
IMA Wealth, Inc. 221.43%1.44%1.46%Q2 2016Q3 20162
Kingdom Ridge Capital, LLC 113.59%30.44%57.29%Q2 2015Q3 20172
Community Capital Management, LLC 220.18%0.67%1.16%Q1 2020Q2 20202
GETCO Holding Company, LLC 110.30%0.38%0.46%Q2 2013Q2 20132
Centaur Capital 113.33%4.37%5.42%Q2 2013Q2 20162
KSA CAPITAL MANAGEMENT, LLC 1111.70%20.23%28.76%Q2 2013Q4 20162
DUALITY ADVISERS, LP 112.28%3.81%5.34%Q1 2019Q4 20192
Quad-Cities Investment Group, LLC 220.01%0.01%0.01%Q2 2019Q3 20192
CQS (US), LLC 221.84%2.02%2.19%Q1 2020Q2 20202
Raging Capital Management, LLC 222.83%6.43%10.04%Q4 2016Q1 20172
Partner Investment Management, L.P. 221.96%2.82%3.68%Q2 2018Q3 20182
CONFLUENCE INVESTMENT MANAGEMENT LLC 220.00%0.01%0.01%Q3 2018Q4 20182
Tributary Capital Management, LLC 220.06%0.08%0.09%Q3 2015Q4 20152
Firefly Value Partners, LP 222.52%3.08%3.64%Q4 2018Q1 20192
EnTrustPermal Management LLC 222.65%3.51%4.37%Q4 2014Q1 20152
B&D White Capital Company, LLC 220.07%0.08%0.08%Q3 2021Q4 20212
OLD MISSION CAPITAL, LLC 110.08%0.46%0.83%Q4 2016Q4 20202
Delta Investment Management, LLC 222.23%2.28%2.32%Q1 2021Q2 20212
CATAPULT CAPITAL MANAGEMENT LLC 222.69%2.87%3.04%Q1 2015Q2 20152
Baltimore-Washington Financial Advisors Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
Schonfeld Group Holdings LLC 110.22%7.31%14.40%Q4 2013Q1 20152
GLG INC. 110.04%0.26%0.47%Q2 2013Q2 20132
Hayman Capital 1122.10%23.26%24.42%Q3 2014Q2 20152
Sonora Investment Management, LLC 220.06%0.06%0.06%Q2 2021Q3 20212
Allred Capital Management, LLC 110.03%0.06%0.10%Q4 2019Q1 20212
PA Capital LLC 220.18%0.75%1.32%Q2 2020Q3 20202
Signet Investment Advisory Group, Inc. 110.02%0.03%0.03%Q4 2018Q4 20202
Corriente Advisors, LLC 2212.76%22.48%32.20%Q2 2022Q3 20222
P2 Capital Partners, LLC 113.53%5.12%6.72%Q1 2021Q3 20212
Kohlberg Kravis Roberts & Co. L.P. 110.06%0.13%0.19%Q4 2013Q4 20142
Venor Capital Management LP 1131.71%32.05%32.38%Q2 2015Q4 20162
Sound View Wealth Advisors, LLC 220.17%0.17%0.17%Q4 2018Q1 20192
R & A Capital Management, LLC 2211.19%11.38%11.57%Q2 2013Q3 20132
RP Investment Advisors LP 110.19%26.37%52.56%Q2 2022Q3 20232
ERTS Wealth Advisors, LLC 220.05%0.07%0.10%Q4 2018Q1 20192
Noked Israel Ltd 220.16%0.21%0.27%Q2 2023Q3 20232
KELLY LAWRENCE W & ASSOCIATES INC/CA 220.09%0.09%0.09%Q2 2022Q3 20222
7x7 Asset Management LLC 2210.08%11.78%13.48%Q2 2013Q3 20132
CAXTON CORP 110.82%1.01%1.21%Q1 2016Q4 20172
Ecofin Advisors Ltd 220.02%2.87%5.72%Q1 2017Q2 20172
Kent Lake Capital LLC 112.37%3.79%5.21%Q1 2022Q4 20222
Bridgecreek Investment Management, LLC 220.04%0.05%0.05%Q2 2023Q3 20232
Curated Wealth Partners LLC 220.54%0.55%0.56%Q4 2021Q1 20222
III Capital Management 110.94%0.94%0.94%Q2 2023Q2 20232
Wolf Hill Capital Management, LP 110.03%4.67%9.32%Q2 2021Q1 20222
Auour Investments LLC 221.30%1.31%1.32%Q2 2023Q3 20232
Delek Group, Ltd. 110.00%0.01%0.01%Q4 2017Q4 20182
SAB CAPITAL MANAGEMENT LP 220.12%2.42%4.72%Q4 2014Q1 20152
Phocas Financial Corp. 110.01%0.01%0.01%Q2 2019Q4 20222
SIX COLUMNS CAPITAL, LP 114.76%5.55%6.33%Q4 2020Q2 20212
StellarOne CORP 220.01%0.01%0.01%Q2 2013Q3 20132
Modus Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20212
AXIAL CAPITAL MANAGEMENT, LLC 2219.14%21.01%22.89%Q2 2013Q3 20132
Lionsbridge Wealth Management LLC 220.69%0.69%0.69%Q2 2023Q3 20232
Estabrook Capital Management 220.00%0.00%0.00%Q3 2013Q4 20132
Akaris Global Partners, LP 1113.97%18.17%22.36%Q1 2020Q1 20202
AXS Investments LLC 220.06%1.59%3.12%Q3 2021Q4 20212
Jane Street Holding, LLC 110.03%0.10%0.17%Q2 2013Q4 20132
Senvest Management, LLC 110.35%0.52%0.70%Q1 2018Q4 20222
Independent Portfolio Consultants, Inc. 110.01%0.16%0.31%Q4 2015Q4 20162
Connacht Asset Management LP 111.29%3.75%6.21%Q1 2022Q1 20232
Tatro Capital, LLC 110.00%0.18%0.35%Q1 2020Q1 20222
FARR MILLER & WASHINGTON LLC/DC 110.02%0.02%0.02%Q4 2019Q3 20212
BRIGHTLIGHT CAPITAL MANAGEMENT LP 2242.09%44.12%46.15%Q4 2022Q1 20232
CAAS CAPITAL MANAGEMENT LP 110.83%0.83%0.84%Q3 2023Q3 20232
American Family Insurance Mutual Holding Co 221.00%1.03%1.05%Q4 2020Q1 20212
Weil Company, Inc. 220.18%0.18%0.18%Q2 2018Q3 20182
Impala Asset Management LLC 110.18%0.21%0.24%Q3 2013Q3 20172
SoftVest Advisors, LLC 2253.87%60.53%67.20%Q2 2020Q3 20202
Monaco Asset Management SAM 221.31%3.27%5.23%Q2 2023Q3 20232
SOUND ENERGY PARTNERS, INC. 118.09%8.99%9.89%Q3 2013Q1 20142
Burgundy Asset Management Ltd. 110.02%0.02%0.02%Q4 2015Q3 20172
Hunter Perkins Capital Management, LLC 220.09%0.12%0.16%Q3 2022Q4 20222
Cartenna Capital, LP 112.55%5.41%8.26%Q4 2022Q2 20232
First Pacific Financial 220.03%0.03%0.03%Q2 2023Q3 20232
Wellspring Financial Advisors, LLC 110.11%0.11%0.11%Q1 2020Q1 20212
Atalaya Capital Management LP 227.84%14.47%21.10%Q4 2020Q1 20212
Onyx Bridge Wealth Group LLC 220.06%0.07%0.07%Q2 2023Q3 20232
Intelligence Driven Advisers, LLC 110.05%0.23%0.42%Q2 2019Q3 20212
140 Summer Partners LP 228.60%14.08%19.56%Q1 2022Q2 20222
Capital CS Group, LLC 110.20%0.27%0.34%Q2 2023Q2 20232
PICTET ASSET MANAGEMENT LTD 220.00%0.00%0.00%Q2 2018Q3 20182
VANGUARD GROUP INC 220.00%0.00%0.00%Q2 2023Q3 20232
SWMG, LLC 220.60%5.56%10.52%Q3 2021Q4 20212
ROOSEVELT INVESTMENT GROUP LLC 220.04%0.04%0.04%Q2 2022Q3 20222
MAVERICK CAPITAL LTD 220.67%0.69%0.72%Q2 2014Q3 20142
Monarch Alternative Capital LP 1117.00%19.97%22.95%Q4 2021Q2 20232
ALYDAR PARTNERS LLC 115.05%8.37%11.68%Q2 2013Q2 20142
Infini Master Fund 1114.74%16.96%19.18%Q3 2021Q1 20222
Addison Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Wells Financial Advisors INC 220.31%0.33%0.35%Q4 2020Q1 20212
Sandbox Financial Partners, LLC 221.12%1.36%1.59%Q2 2023Q3 20232
ShoreHaven Wealth Partners, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
Golden State Equity Partners 220.09%0.10%0.10%Q2 2021Q3 20212
APOGEM CAPITAL LLC 111.01%1.53%2.05%Q2 2021Q2 20222
FIDUCIARY SERVICES CORP/GA 220.09%0.09%0.09%Q4 2014Q1 20152
KEYSTONE WEALTH PARTNERS 220.12%0.12%0.12%Q4 2021Q1 20222
SITTNER & NELSON, LLC 220.01%0.01%0.02%Q4 2020Q1 20212
APEX CAPITAL, LLC 2210.49%11.06%11.64%Q3 2014Q4 20142
Alamar Capital Management, LLC 110.15%0.17%0.18%Q2 2021Q2 20232
Tranquilli Financial Advisor LLC 220.46%0.99%1.53%Q4 2020Q1 20212
EMC Capital Management 112.29%3.07%3.85%Q3 2022Q3 20232
Conversant Capital LLC 116.01%7.66%9.31%Q4 2022Q2 20232
HOPLITE CAPITAL MANAGEMENT, L.P. 229.14%9.88%10.61%Q1 2019Q2 20192
FIFTH LANE CAPITAL, LP 110.26%0.41%0.56%Q4 2021Q2 20232
Paradigm, Strategies in Wealth Management, LLC 220.15%0.15%0.15%Q1 2021Q2 20212
CARRONADE CAPITAL MANAGEMENT, LP 1118.18%18.18%18.18%Q3 2023Q3 20232
Y.D. More Investments Ltd 220.01%0.01%0.01%Q4 2022Q1 20232
Strategic Financial Concepts, LLC 220.13%0.14%0.15%Q2 2023Q3 20232
Level Financial Advisors, Inc. 220.00%0.00%0.01%Q2 2023Q3 20232
Cowen Prime Advisors LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Accurate Wealth Management, LLC 110.03%2.54%5.04%Q2 2021Q4 20222
JB Capital LLC 220.04%0.04%0.05%Q3 2021Q4 20212
Financial Planners of Cleveland, Inc. 221.79%3.15%4.51%Q4 2021Q1 20222
CADEN CAPITAL PARTNERS, LP 224.75%5.36%5.97%Q2 2023Q3 20232
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 220.64%0.66%0.69%Q2 2023Q3 20232
Straight Path Wealth Management 220.19%0.20%0.22%Q4 2021Q1 20222
COTTONWOOD CAPITAL ADVISORS, LLC 220.16%0.18%0.19%Q4 2021Q1 20222
Wick Capital Partners, LLC 110.14%0.17%0.19%Q1 2022Q3 20222
Evergreen Wealth Solutions, LLC 110.45%0.57%0.68%Q2 2022Q1 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.08%0.08%0.09%Q4 2021Q1 20222
Solidarity Wealth, LLC 110.12%0.23%0.35%Q1 2022Q3 20222
TCWP LLC 220.03%0.04%0.06%Q1 2022Q2 20222
Pinnacle Private Wealth, LLC 220.11%0.12%0.12%Q1 2022Q2 20222
CONSILIO WEALTH ADVISORS, LLC 223.48%3.64%3.80%Q1 2022Q2 20222
NEIRG Wealth Management, LLC 222.12%2.41%2.70%Q4 2021Q1 20222
ADAMSBROWN WEALTH CONSULTANTS LLC 220.17%0.23%0.29%Q4 2021Q1 20222
Pinnacle Wealth Management, LLC 220.31%0.65%0.99%Q3 2022Q4 20222
Raleigh Capital Management Inc. 110.01%0.01%0.01%Q3 2022Q3 20232
Vienna Asset Management LLC 220.00%0.02%0.04%Q4 2021Q1 20222
Glassy Mountain Advisors, Inc. 220.00%2.66%5.32%Q4 2022Q1 20232
Comprehensive Financial Consultants Institutional, Inc. 220.22%0.22%0.22%Q4 2021Q1 20222
Herr Investment Group LLC 225.00%6.55%8.10%Q4 2022Q1 20232
Atlas Financial Advisors, Inc. 220.33%0.34%0.34%Q1 2022Q2 20222
Fortitude Advisory Group L.L.C. 220.08%0.09%0.10%Q4 2021Q1 20222
Irenic Capital Management LP 226.65%8.58%10.51%Q2 2023Q3 20232
Spartan Fund Management Inc. 220.04%0.04%0.05%Q2 2022Q3 20222
Reynolds Investment Management, Inc. 221.39%1.40%1.41%Q1 2022Q2 20222
Catalyst Wealth Management, LLC 220.78%0.80%0.82%Q4 2022Q1 20232
Greenfield Savings Bank 110.12%0.13%0.14%Q2 2023Q4 20232
Atlas Merchant Capital LLC 226.14%6.29%6.44%Q1 2023Q2 20232
Strata Wealth Advisors, LLC 110.12%0.12%0.12%Q1 2023Q3 20232
Second Half Financial Partners, LLC 220.56%0.56%0.56%Q1 2022Q2 20222
IRONBRIDGE CAPITAL MANAGEMENT LP 220.11%0.16%0.21%Q2 2013Q3 20132
Axim Planning & Wealth 220.00%0.02%0.03%Q2 2022Q3 20222
DELTEC ASSET MANAGEMENT LLC 220.05%0.06%0.06%Q1 2023Q2 20232
New Hampshire Trust 220.02%0.02%0.02%Q4 2022Q1 20232
Talisman Wealth Advisors LLC 220.36%0.37%0.38%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.09%0.09%0.09%Q3 2022Q4 20222
Brainard Capital Management LLC 220.20%0.21%0.22%Q4 2022Q1 20232
DEEPWATER ASSET MANAGEMENT, LLC 220.31%0.31%0.31%Q2 2023Q3 20232
Grey Fox Wealth Advisors, LLC 220.00%0.00%0.01%Q4 2022Q1 20232
True Wealth Design, LLC 110.00%0.01%0.01%Q4 2022Q3 20232
Alpha Financial Partners, LLC 221.60%1.78%1.96%Q2 2023Q3 20232
CONTINUUM WEALTH ADVISORS, LLC 110.14%0.18%0.22%Q4 2022Q2 20232
25 LLC 220.02%0.02%0.02%Q1 2023Q2 20232
ABLE Financial Group, LLC 220.17%0.23%0.29%Q1 2023Q2 20232
STIFEL NICOLAUS & CO INC \MO\ 220.26%0.31%0.36%Q2 2013Q3 20132
ORG Partners LLC 220.02%0.03%0.03%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Slagle Financial, LLC 220.15%0.16%0.17%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.17%0.17%0.18%Q2 2023Q3 20232
UNION SAVINGS BANK 222.51%2.61%2.70%Q2 2023Q3 20232
MYECFO, LLC 220.23%0.24%0.25%Q4 2022Q1 20232
Corundum Trust Company, INC 220.66%0.70%0.75%Q2 2023Q3 20232
SEVEN MILE ADVISORY 220.61%0.67%0.72%Q2 2023Q3 20232
INVENIO WEALTH PARTNERS LLC 220.31%0.58%0.86%Q2 2023Q3 20232
PFW Advisors LLC 223.12%3.15%3.18%Q2 2023Q3 20232
Prosperity Financial Group, Inc. 220.17%0.18%0.19%Q2 2023Q3 20232
Peoples Bank/KS 220.21%0.28%0.35%Q3 2023Q4 20232
Exchange Bank 220.56%0.58%0.61%Q2 2023Q3 20232
Southland Equity Partners LLC 220.10%0.11%0.12%Q4 2021Q1 20222
OTTER CREEK MANAGEMENT INC 222.56%2.91%3.25%Q4 2013Q1 20142
Perceptive Advisors 110.85%1.30%1.74%Q3 2013Q3 20152
STEADFAST CAPITAL MANAGEMENT LP 221.81%1.94%2.06%Q3 2019Q4 20192
PFS INVESTMENTS INC. 220.20%0.59%0.97%Q4 2020Q1 20212
SEI TRUST CO 110.00%0.45%0.91%Q1 2014Q3 20142
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 220.36%0.37%0.39%Q2 2017Q3 20172
AFAM CAPITAL, INC. 220.04%0.04%0.05%Q2 2013Q3 20132
AGF INVESTMENTS INC. 220.01%0.02%0.03%Q1 2015Q2 20152
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 220.01%0.03%0.05%Q2 2023Q3 20232
LEO BROKERAGE, LLC 220.05%0.05%0.06%Q1 2023Q2 20232
STRALEM & CO INC 220.04%0.04%0.05%Q1 2020Q2 20202
Glenview Capital Management 222.40%2.47%2.53%Q2 2023Q3 20232
ARS Investment Partners, LLC 110.15%0.20%0.26%Q4 2016Q1 20232
DE BURLO GROUP INC 223.56%3.71%3.85%Q2 2023Q3 20232
SIGNIA CAPITAL MANAGEMENT LLC 111.13%2.36%3.60%Q4 2016Q4 20172
Legal & General Group Plc 110.00%0.00%0.00%Q4 2016Q2 20172
VALLEY FINANCIAL MANAGEMENT, INC. 220.01%1.02%2.02%Q3 2022Q4 20222
HONEYWELL INTERNATIONAL INC 110.42%0.89%1.35%Q4 2014Q4 20152
ASSET PLANNING CORPORATION 110.03%0.14%0.26%Q4 2020Q4 20212
STANCORP INVESTMENT ADVISERS INC 220.17%0.20%0.23%Q4 2014Q1 20152
INTEGRATED WEALTH COUNSEL, LLC 220.04%0.12%0.19%Q3 2016Q4 20162
BRIDGEWAY CAPITAL MANAGEMENT, LLC 220.05%0.10%0.15%Q4 2022Q1 20232
CAPITAL MANAGEMENT ASSOCIATES /NY/ 221.07%1.10%1.14%Q4 2020Q1 20212
NOTTINGHAM ADVISORS, INC. 110.03%0.03%0.03%Q2 2015Q4 20172
BBVA USA 221.89%1.96%2.04%Q2 2021Q3 20212
CONDOR CAPITAL MANAGEMENT 110.02%0.02%0.02%Q2 2021Q4 20212
ANGELO GORDON & CO., L.P. 2212.62%13.65%14.68%Q2 2020Q3 20202
CAPITAL ADVISORS INC/OK 110.01%0.01%0.01%Q2 2021Q4 20212
CYPRESS FUNDS LLC 225.73%9.68%13.63%Q4 2016Q1 20172
ABERDEEN ASSET MANAGEMENT PLC/UK 220.01%0.01%0.01%Q1 2017Q2 20172
GLAZER CAPITAL, LLC 220.00%0.01%0.01%Q1 2021Q2 20212
DRW SECURITIES, L.L.C. 110.04%0.07%0.09%Q3 2022Q3 20222
PARA ADVISORS LLC 1113.97%14.28%14.59%Q2 2013Q1 20142
GODSEY & GIBB, INC 220.00%0.00%0.01%Q2 2023Q3 20232
Omega Advisors Inc. 110.11%0.21%0.31%Q3 2014Q1 20152
ADVISORY RESEARCH INC 110.00%0.25%0.50%Q3 2017Q4 20222
ROYCE & ASSOCIATES LP 110.00%0.01%0.02%Q2 2013Q3 20152
Par Capital Management 220.05%0.05%0.06%Q2 2019Q3 20192
Arlington Capital Management, Inc. 110.29%0.30%0.30%Q4 2020Q1 20232
Valtura Capital Partners LLC 228.12%8.60%9.09%Q3 2016Q4 20162
ROCKSHELTER CAPITAL MANAGEMENT LLC 221.01%1.27%1.54%Q1 2020Q2 20202
ACCURATE INVESTMENT SOLUTIONS, INC. 110.02%0.02%0.02%Q2 2017Q3 20192
Wealthstar Advisors, LLC 110.09%0.42%0.76%Q2 2021Q2 20232
Hawk Ridge Capital Management 2214.04%15.16%16.27%Q2 2020Q3 20202
Signator Financial Services, Inc. 220.02%0.02%0.02%Q2 2013Q3 20132
Stanley-Laman Group, Ltd. 110.60%1.04%1.47%Q4 2014Q4 20152
ARMOR ADVISORS, L.L.C. 227.44%10.27%13.11%Q3 2021Q4 20212
Lombard Odier & Cie (Canada), Limited Partnership 221.11%1.20%1.28%Q1 2014Q2 20142
Bridgewater Advisors Inc. 220.28%0.29%0.30%Q2 2021Q3 20212
Quad Capital Management Advisors LLC 110.94%0.99%1.03%Q4 2017Q2 20192
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 110.04%0.04%0.04%Q2 2021Q4 20212
Elite Wealth Management, Inc. 220.03%0.03%0.03%Q3 2012Q4 20122
Crawford Lake Capital Management, LLC 221.93%3.46%4.98%Q4 2018Q1 20192
PVG Asset Management 110.30%0.88%1.46%Q4 2015Q2 20162
Achievement Holdings L.P. 220.54%0.62%0.69%Q1 2015Q2 20152
Monashee Investment Management LLC 114.68%7.07%9.46%Q1 2020Q1 20232
Alken Asset Management Ltd 110.11%0.13%0.15%Q2 2017Q4 20172
DISCIPLINED GROWTH INVESTORS INC /MN 110.00%0.00%0.00%Q2 2021Q4 20212
TRAN CAPITAL MANAGEMENT, L.P. 110.04%0.04%0.04%Q4 2022Q4 20221
NewGen Asset Management Ltd 1112.05%12.05%12.05%Q3 2022Q3 20221
Verum Partners LLC 110.47%0.47%0.47%Q3 2023Q3 20231
Fund 1 Investments, LLC 1116.67%16.67%16.67%Q3 2023Q3 20231
NEW AMSTERDAM PARTNERS LLC/NY 110.02%0.02%0.02%Q4 2014Q4 20141
YALE UNIVERSITY 110.35%0.35%0.35%Q2 2014Q2 20141
Gallacher Capital Management LLC 110.14%0.14%0.14%Q4 2022Q4 20221
ORACLE INVESTMENT MANAGEMENT INC 110.08%0.08%0.08%Q3 2022Q3 20221
HIGHLAND PEAK CAPITAL, LLC 1124.79%24.79%24.79%Q2 2023Q2 20231
OBERWEIS ASSET MANAGEMENT INC/ 110.07%0.07%0.07%Q4 2018Q4 20181
Spectrum Financial Alliance Ltd LLC 110.00%0.00%0.00%Q3 2018Q3 20181
McGowan Group Asset Management, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
FAYEZ SAROFIM & CO 110.00%0.00%0.00%Q4 2020Q4 20201
DAVIDSON KEMPNER CAPITAL MANAGEMENT LLC 110.35%0.35%0.35%Q3 2013Q3 20131
Greenhouse Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
HEARTLAND ADVISORS INC 110.79%0.79%0.79%Q4 2015Q4 20151
Bain Capital Public Equity, LP 111.66%1.66%1.66%Q1 2023Q1 20231
Matthew Goff Investment Advisor, LLC 110.22%0.22%0.22%Q2 2018Q2 20181
Tandem Wealth Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Chandler Asset Management, Inc. 110.45%0.45%0.45%Q1 2018Q1 20181
Choice Wealth Advisors, LLC 113.48%3.48%3.48%Q2 2022Q2 20221
PATRON PARTNERS, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
ForthRight Wealth Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Glacier Peak Capital LLC 111.15%1.15%1.15%Q4 2015Q4 20151
DCM Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
TIGER MANAGEMENT L.L.C. 111.97%1.97%1.97%Q3 2018Q3 20181
EMJ Capital Ltd. 1112.04%12.04%12.04%Q4 2021Q4 20211
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Ardmore Road Asset Management LP 111.49%1.49%1.49%Q3 2023Q3 20231
Mork Capital Management, LLC 116.29%6.29%6.29%Q4 2014Q4 20141
Goldstein Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
TruWealth Advisors, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BLOOM TREE PARTNERS, LLC 1116.56%16.56%16.56%Q4 2017Q4 20171
TOEWS CORP /ADV 113.01%3.01%3.01%Q4 2010Q4 20101
Litespeed Management, L.L.C. 110.01%0.01%0.01%Q3 2016Q3 20161
Advisors Asset Management, Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
CATALYST PRIVATE WEALTH, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.03%0.03%0.03%Q3 2022Q3 20221
XTX Topco Ltd 110.07%0.07%0.07%Q1 2023Q1 20231
Greywolf Capital Management LP 111.97%1.97%1.97%Q3 2015Q3 20151
Cypress Point Wealth Management, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Milestone Advisory Partners 110.18%0.18%0.18%Q3 2023Q3 20231
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
GEMS MANAGEMENT LTD 110.71%0.71%0.71%Q3 2013Q3 20131
Retirement Planning Co of New England, Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
Northstar Advisory Group, LLC 110.17%0.17%0.17%Q2 2022Q2 20221
TFB Advisors LLC 110.86%0.86%0.86%Q2 2023Q2 20231
NovaPoint Capital, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Tygh Capital Management, Inc. 1116.21%16.21%16.21%Q3 2015Q3 20151
STANDARD PACIFIC CAPITAL LLC/CA 113.06%3.06%3.06%Q4 2015Q4 20151
Tamarack Advisers, LP 110.05%0.05%0.05%Q4 2017Q4 20171
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
America First Investment Advisors, LLC 110.11%0.11%0.11%Q1 2017Q1 20171
DAVIDSON KEMPNER PARTNERS 111.00%1.00%1.00%Q1 2023Q1 20231
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Truadvice, LLC 110.19%0.19%0.19%Q2 2021Q2 20211
Capital Market Strategies LLC 110.25%0.25%0.25%Q4 2023Q4 20231
Affinity Capital Advisors, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
Davidson Capital Management Inc. 110.10%0.10%0.10%Q4 2019Q4 20191
SVB Investment Services Inc. 110.07%0.07%0.07%Q4 2019Q4 20191
SILVERLAKE WEALTH MANAGEMENT LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Hunt Lane Capital LP 116.70%6.70%6.70%Q4 2020Q4 20201
Edgemoor Investment Advisors, Inc. 110.06%0.06%0.06%Q4 2022Q4 20221
Tempus Wealth Planning, LLC 110.17%0.17%0.17%Q3 2022Q3 20221
West Family Investments, Inc. 110.35%0.35%0.35%Q4 2020Q4 20201
Empowered Funds, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Lakewood Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Sheffield Asset Management, L.L.C. 114.01%4.01%4.01%Q2 2016Q2 20161
Consolidated Planning Corp 110.78%0.78%0.78%Q1 2020Q1 20201
Financial Alternatives, Inc 110.26%0.26%0.26%Q4 2022Q4 20221
Kerntke Otto McGlone Wealth Management Group 110.00%0.00%0.00%Q4 2022Q4 20221
Troob Capital Management LLC 116.87%6.87%6.87%Q2 2013Q2 20131
Keel Point Advisors, LLC 111.28%1.28%1.28%Q4 2014Q4 20141
Resonant Capital Advisors, LLC 110.11%0.11%0.11%Q4 2019Q4 20191
REFRAME WEALTH, LLC 119.67%9.67%9.67%Q4 2022Q4 20221
Ratio Wealth Group 110.08%0.08%0.08%Q3 2021Q3 20211
Bowling Portfolio Management LLC 110.08%0.08%0.08%Q1 2015Q1 20151
Foyston, Gordon, & Payne Inc 111.67%1.67%1.67%Q1 2014Q1 20141
Optas, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Summit Wealth Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AFFINIA FINANCIAL GROUP, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
Soleus Capital Management, L.P. 1111.32%11.32%11.32%Q4 2021Q4 20211
Emerald Advisors, LLC 110.99%0.99%0.99%Q4 2019Q4 20191
Pantheon Investment Group, LLC 110.23%0.23%0.23%Q4 2021Q4 20211
RETIREMENT DESIGN & MANAGEMENT INC /ADV 110.21%0.21%0.21%Q4 2015Q4 20151
First Eagle Investment Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Nationwide Asset Management LLC 110.68%0.68%0.68%Q4 2020Q4 20201
Freestate Advisors LLC 1111.10%11.10%11.10%Q1 2021Q1 20211
Castle Creek Arbitrage, LLC 110.56%0.56%0.56%Q1 2018Q1 20181
TOBIAS FINANCIAL ADVISORS, INC. 110.02%0.02%0.02%Q4 2019Q4 20191
Trivant Custom Portfolio Group, LLC 110.10%0.10%0.10%Q1 2023Q1 20231
Claar Advisors LLC 112.48%2.48%2.48%Q2 2023Q2 20231
Platte River Wealth Advisors, LLC 110.25%0.25%0.25%Q4 2019Q4 20191
DRILL CRAIG A 1116.93%16.93%16.93%Q4 2013Q4 20131
Sather Financial Group Inc 110.31%0.31%0.31%Q4 2013Q4 20131
Nemes Rush Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
River Road Asset Management, LLC 110.32%0.32%0.32%Q4 2019Q4 20191
Parcion Private Wealth LLC 110.05%0.05%0.05%Q3 2023Q3 20231
RIVERHEAD CAPITAL MANAGEMENT LLC 110.74%0.74%0.74%Q3 2019Q3 20191
Warberg Asset Management LLC 110.72%0.72%0.72%Q4 2020Q4 20201
Deane Retirement Strategies, Inc. 113.22%3.22%3.22%Q3 2021Q3 20211
Ergoteles LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Key Bridge Compliance, LLC 111.30%1.30%1.30%Q3 2023Q3 20231
Ironsides Partners LLC 110.29%0.29%0.29%Q2 2017Q2 20171
Grandeur Peak Global Advisors, LLC 110.13%0.13%0.13%Q2 2013Q2 20131
KINGSWOOD WEALTH ADVISORS, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
LANDAAS & CO /WI /ADV 110.01%0.01%0.01%Q4 2017Q4 20171
SYKON CAPITAL LLC 111.00%1.00%1.00%Q3 2023Q3 20231
LJI Wealth Management, LLC 114.05%4.05%4.05%Q4 2022Q4 20221
Latimer Light Capital, L.P. 116.63%6.63%6.63%Q3 2018Q3 20181
Rubric Capital Management, LLC 113.99%3.99%3.99%Q1 2015Q1 20151
Twin Securities, Inc. 110.92%0.92%0.92%Q4 2015Q4 20151
MENORA MIVTACHIM HOLDINGS LTD. 110.01%0.01%0.01%Q2 2023Q2 20231
Geduld E E 112.28%2.28%2.28%Q3 2013Q3 20131
Belmont Global Advisors, Inc. 110.38%0.38%0.38%Q2 2016Q2 20161
Ramirez Asset Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Resolute Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Robertson Opportunity Capital, LLC 110.27%0.27%0.27%Q2 2013Q2 20131
TREMBLANT CAPITAL GROUP 110.26%0.26%0.26%Q2 2018Q2 20181
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
CORBETT ROAD CAPITAL MANAGEMENT, LLC 110.52%0.52%0.52%Q2 2020Q2 20201
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Financiere des Professionnels - Fonds d,investissement inc. 110.24%0.24%0.24%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.45%0.45%0.45%Q3 2023Q3 20231
Arlington Trust Co LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.85%0.85%0.85%Q3 2023Q3 20231
Teza Capital Management LLC 110.16%0.16%0.16%Q1 2021Q1 20211
Annis Gardner Whiting Capital Advisors, LLC 112.87%2.87%2.87%Q3 2023Q3 20231
ROGCO, LP 110.01%0.01%0.01%Q3 2023Q3 20231
WealthBridge Investment Counsel Inc. 110.33%0.33%0.33%Q4 2019Q4 20191
Progressive Investment Management Corp 110.00%0.00%0.00%Q3 2023Q3 20231
United Community Bank 110.24%0.24%0.24%Q3 2023Q3 20231
GUNN & Co INVESTMENT MANAGEMENT, INC. 110.57%0.57%0.57%Q3 2023Q3 20231
Lakeshore Financial Planning, Inc. 110.99%0.99%0.99%Q3 2023Q3 20231
CenterStar Fund, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Allen Mooney & Barnes Investment Advisors LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Savoie Capital LLC 111.28%1.28%1.28%Q3 2023Q3 20231
PFS Partners, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
HARBERT MANAGEMENT CORP 1119.15%19.15%19.15%Q4 2013Q4 20131
Bay Rivers Group 112.65%2.65%2.65%Q4 2019Q4 20191
Rovida Advisors Inc. 110.31%0.31%0.31%Q2 2018Q2 20181
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
BCS Wealth Management 110.10%0.10%0.10%Q1 2022Q1 20221
Heard Capital LLC 110.10%0.10%0.10%Q1 2023Q1 20231
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 110.61%0.61%0.61%Q3 2013Q3 20131
Appian Way Asset Management LP 110.06%0.06%0.06%Q2 2020Q2 20201
Watson Rebecca 110.05%0.05%0.05%Q2 2020Q2 20201
Beech Hill Advisors, Inc. 110.15%0.15%0.15%Q3 2020Q3 20201
MATLINPATTERSON GLOBAL ADVISERS LLC 112.06%2.06%2.06%Q1 2014Q1 20141
Fund Evaluation Group, LLC 110.30%0.30%0.30%Q2 2015Q2 20151
Indiana Trust & Investment Management CO 110.66%0.66%0.66%Q3 2023Q3 20231
Genesee Capital Advisors, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Lapides Asset Management, LLC 114.62%4.62%4.62%Q2 2023Q2 20231
QV Investors Inc. 110.04%0.04%0.04%Q2 2020Q2 20201
MOULTON WEALTH MANAGEMENT, INC 110.77%0.77%0.77%Q1 2021Q1 20211
CXI Advisors 110.06%0.06%0.06%Q4 2019Q4 20191
RIVERSEDGE ADVISORS, LLC 110.14%0.14%0.14%Q3 2022Q3 20221
WATER ISLAND CAPITAL LLC 110.01%0.01%0.01%Q1 2016Q1 20161
AKANTHOS CAPITAL MANAGEMENT LLC 110.89%0.89%0.89%Q2 2014Q2 20141
HARBOR CAPITAL ADVISORS, INC. 110.01%0.01%0.01%Q4 2023Q4 20231
NexWave Capital Partners LLC 110.88%0.88%0.88%Q4 2019Q4 20191
M.D. Sass, Inc. 111.46%1.46%1.46%Q3 2014Q3 20141
Woodline Partners LP 110.40%0.40%0.40%Q3 2020Q3 20201
FRONTIER CAPITAL MANAGEMENT CO LLC 110.86%0.86%0.86%Q1 2014Q1 20141
Silver Bridge Capital Management LLC 113.00%3.00%3.00%Q2 2013Q2 20131
FRED ALGER MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Headlands Technologies LLC 110.44%0.44%0.44%Q4 2022Q4 20221
DORCHESTER WEALTH MANAGEMENT Co 110.22%0.22%0.22%Q3 2015Q3 20151
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Liberty Capital Management, Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Platinum Management (NY) LLC 110.84%0.84%0.84%Q2 2014Q2 20141
Gator Capital Management, LLC 111.96%1.96%1.96%Q1 2018Q1 20181
WESTFIELD CAPITAL MANAGEMENT CO LP 110.00%0.00%0.00%Q4 2018Q4 20181
PNC Managed Account Solutions, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
Iron Triangle Partners LP 117.62%7.62%7.62%Q4 2020Q4 20201
Lodbrok Capital LLP 1128.56%28.56%28.56%Q3 2021Q3 20211
Tarsadia Capital, LLC 116.51%6.51%6.51%Q1 2021Q1 20211
Boyle Capital Management, L.L.C. 110.96%0.96%0.96%Q3 2015Q3 20151
STEINBERG ASSET MANAGEMENT LLC 110.09%0.09%0.09%Q4 2015Q4 20151
Zhang Financial LLC 110.12%0.12%0.12%Q4 2019Q4 20191
Parsifal Capital Management, LP 1131.03%31.03%31.03%Q3 2023Q3 20231
Pennant Capital Management, LLC 118.62%8.62%8.62%Q3 2014Q3 20141
HARBERT FUND ADVISORS, INC. 112.63%2.63%2.63%Q3 2022Q3 20221
MBE Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Affinity Asset Advisors, LLC 113.22%3.22%3.22%Q3 2022Q3 20221
KARSCH CAPITAL MANAGEMENT LP 110.39%0.39%0.39%Q2 2013Q2 20131
Builders Union Fund LP 1137.87%37.87%37.87%Q1 2021Q1 20211
BLUE SQUARE ASSET MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Atwater Malick LLC 110.00%0.00%0.00%Q3 2019Q3 20191
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
Brendel Financial Advisors LLC 110.02%0.02%0.02%Q2 2021Q2 20211
RMF GP, LLC 110.12%0.12%0.12%Q3 2013Q3 20131
ClariVest Asset Management LLC 110.07%0.07%0.07%Q1 2015Q1 20151
Tactical Allocation Group LLC 110.24%0.24%0.24%Q2 2014Q2 20141
HNP Capital LLC 111.20%1.20%1.20%Q1 2020Q1 20201
Telemus Investment Management, LLC 110.14%0.14%0.14%Q2 2013Q2 20131
ASCEND CAPITAL, LLC 110.20%0.20%0.20%Q3 2013Q3 20131
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.04%0.04%0.04%Q2 2023Q2 20231
BLB&B Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
ALTERNA WEALTH MANAGEMENT, INC 110.99%0.99%0.99%Q4 2018Q4 20181
Third Point 114.60%4.60%4.60%Q1 2015Q1 20151
SEARLE & CO. 110.00%0.00%0.00%Q4 2014Q4 20141
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Clarity Wealth Advisors, LLC 110.20%0.20%0.20%Q4 2019Q4 20191
VALINOR MANAGEMENT, L.P. 110.78%0.78%0.78%Q3 2013Q3 20131
683 Capital Management, LLC 111.35%1.35%1.35%Q3 2013Q3 20131
PW Partners Capital Management LLC 110.25%0.25%0.25%Q4 2015Q4 20151
Teewinot Capital Advisers, L.L.C. 110.49%0.49%0.49%Q1 2014Q1 20141
Grandview Asset Management LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Geo Capital Gestora de Recursos Ltd 110.00%0.00%0.00%Q3 2019Q3 20191
FORTEM FINANCIAL GROUP, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Hamilton Capital, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Clarfeld Financial Advisors, LLC 1111.80%11.80%11.80%Q4 2018Q4 20181
Meiji Yasuda Life Insurance Co 110.22%0.22%0.22%Q3 2016Q3 20161
Madison Street Partners, LLC 114.08%4.08%4.08%Q1 2014Q1 20141
Questar Asset Management, Inc. 110.66%0.66%0.66%Q4 2018Q4 20181
WealthOne, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Redmile Group, LLC 1112.13%12.13%12.13%Q1 2013Q1 20131
Sage Financial Management Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
DECADE CAPITAL MANAGEMENT LLC 114.10%4.10%4.10%Q4 2014Q4 20141
Meritage Group LP 111.52%1.52%1.52%Q3 2013Q3 20131
Compass Rose Asset Management, LP 1173.30%73.30%73.30%Q2 2023Q2 20231
VAN DEN BERG MANAGEMENT I, INC 110.57%0.57%0.57%Q4 2019Q4 20191
Asset Advisors Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
LORD, ABBETT & CO. LLC 110.02%0.02%0.02%Q1 2016Q1 20161
CAZENOVE CAPITAL MANAGEMENT LTD 110.11%0.11%0.11%Q2 2013Q2 20131
RVW Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Blue Clay Capital Management, LLC 111.72%1.72%1.72%Q3 2016Q3 20161
Index Management Solutions, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
NORTHWESTERN MUTUAL LIFE INSURANCE CO 110.00%0.00%0.00%Q2 2013Q2 20131
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
RiverGlades Family Offices LLC 113.29%3.29%3.29%Q4 2018Q4 20181
Heritage Financial Services, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Gerry Farber, LLC 110.50%0.50%0.50%Q1 2014Q1 20141
Legato Capital Management LLC 110.26%0.26%0.26%Q4 2019Q4 20191
GRASSI INVESTMENT MANAGEMENT LLC 110.12%0.12%0.12%Q2 2013Q2 20131
HYMAN CHARLES D 110.01%0.01%0.01%Q2 2021Q2 20211
Sagil Capital LLP 114.45%4.45%4.45%Q1 2023Q1 20231
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CloudAlpha Capital Management Limited/Hong Kong 112.39%2.39%2.39%Q4 2020Q4 20201
Vident Advisory, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Grosvenor Holdings, L.L.C. 113.06%3.06%3.06%Q1 2020Q1 20201
Engineers Gate Manager LP 110.21%0.21%0.21%Q1 2020Q1 20201
SPRING CREEK CAPITAL LLC 113.90%3.90%3.90%Q2 2018Q2 20181
CAMDEN NATIONAL CORP 110.04%0.04%0.04%Q1 2021Q1 20211
Grant Street Asset Management, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
RAMSEY QUANTITATIVE SYSTEMS 1124.36%24.36%24.36%Q2 2022Q2 20221
Booth Park Capital Management LLC 114.47%4.47%4.47%Q4 2014Q4 20141
Wells Trecaso Financial Group, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
STATE OF MICHIGAN RETIREMENT SYSTEM 110.11%0.11%0.11%Q2 2014Q2 20141
HARVEST VOLATILITY MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Compass Ion Advisors, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Hefren-Tillotson, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Convergence Investment Partners, LLC 110.45%0.45%0.45%Q4 2014Q4 20141
Freshford Capital Management, LLC 113.98%3.98%3.98%Q3 2013Q3 20131
Wallace Capital Management Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
FIRST FINANCIAL EQUITY CORPORATION 111.20%1.20%1.20%Q1 2017Q1 20171
Trishield Capital Management LLC 1133.06%33.06%33.06%Q1 2016Q1 20161
NEXPOINT ASSET MANAGEMENT, L.P. 110.57%0.57%0.57%Q3 2019Q3 20191
Snow Park Capital Partners, LP 1111.85%11.85%11.85%Q1 2019Q1 20191
INFRASTRUCTURE CAPITAL ADVISORS, LLC 110.27%0.27%0.27%Q2 2023Q2 20231
EFG CAPITAL INTERNATIONAL CORP. 113.66%3.66%3.66%Q2 2023Q2 20231
PERSONAL FINANCIAL CONSULTANTS INC /ADV 111.06%1.06%1.06%Q3 2018Q3 20181
Mariner Wealth Advisors-NYC, LLC 118.88%8.88%8.88%Q1 2015Q1 20151
AURORA FINANCIAL ADVISORS, LLC 110.25%0.25%0.25%Q4 2017Q4 20171
Kendall Capital Management 110.52%0.52%0.52%Q4 2018Q4 20181
Divergent Wealth Advisors 110.06%0.06%0.06%Q4 2022Q4 20221
Rather & Kittrell, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
COMMUNITY TRUST & INVESTMENT CO 110.02%0.02%0.02%Q3 2022Q3 20221
MANA Advisors LLC 1123.40%23.40%23.40%Q4 2020Q4 20201
SCOUT TRADING, LLC 1138.45%38.45%38.45%Q4 2013Q4 20131
NBC SECURITIES, INC. 110.22%0.22%0.22%Q3 2023Q3 20231
Tuscan Ridge Asset Management LLC 110.47%0.47%0.47%Q4 2018Q4 20181
Poehling Capital Management, INC. 110.01%0.01%0.01%Q1 2018Q1 20181
Vanguard Capital Wealth Advisors 110.66%0.66%0.66%Q3 2022Q3 20221
TDAM USA INC. 110.03%0.03%0.03%Q3 2013Q3 20131
QUALCOMM INC/DE 111.56%1.56%1.56%Q2 2014Q2 20141
AlphaOne Investment Services, LLC 110.07%0.07%0.07%Q1 2014Q1 20141
VAUGHAN & Co SECURITIES, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Ballast, Inc. 110.20%0.20%0.20%Q3 2018Q3 20181
Nan Shan Life Insurance Co., Ltd. 110.10%0.10%0.10%Q3 2017Q3 20171
MM Capital LLC 111.72%1.72%1.72%Q1 2020Q1 20201
EMERGING SOVEREIGN GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
PRIVATE CAPITAL MANAGEMENT INC 110.74%0.74%0.74%Q3 2017Q3 20171
Voss Capital, LLC 111.65%1.65%1.65%Q4 2022Q4 20221
CAERUS INVESTORS, LLC 113.23%3.23%3.23%Q4 2018Q4 20181
WESPAC Advisors, LLC 110.22%0.22%0.22%Q2 2016Q2 20161
Live Your Vision, LLC 110.04%0.04%0.04%Q3 2015Q3 20151
Garrett Wealth Advisory Group, LLC 110.10%0.10%0.10%Q3 2019Q3 20191
Port Capital LLC 110.08%0.08%0.08%Q4 2020Q4 20201
1 NORTH WEALTH SERVICES LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Sage Asset Management, L.P. 1134.58%34.58%34.58%Q3 2013Q3 20131
EMINENCE CAPITAL, LP 113.39%3.39%3.39%Q1 2020Q1 20201
Archer Capital Management, L.P. 1123.52%23.52%23.52%Q4 2017Q4 20171
Donald Smith & Co. 110.06%0.06%0.06%Q3 2020Q3 20201
Kavi Asset Management, LP 1114.98%14.98%14.98%Q2 2018Q2 20181
Smart Money Group LLC 110.43%0.43%0.43%Q3 2018Q3 20181
NORTH POINT PORTFOLIO MANAGERS CORP/OH 110.04%0.04%0.04%Q2 2015Q2 20151
SIRIOS CAPITAL MANAGEMENT L P 110.02%0.02%0.02%Q1 2020Q1 20201
Landmark Wealth Management, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Barrington Wilshire, LLC 1131.00%31.00%31.00%Q2 2013Q2 20131
NewDay Solutions, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
GFS Private Wealth, LLC 110.23%0.23%0.23%Q4 2017Q4 20171
MARINO, STRAM & ASSOCIATES LLC 110.12%0.12%0.12%Q2 2021Q2 20211
UBP Investment Advisors SA 110.32%0.32%0.32%Q1 2018Q1 20181
COASTLAND CAPITAL LLC 111.61%1.61%1.61%Q3 2015Q3 20151
Legacy Financial Strategies, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
10-15 ASSOCIATES, INC. 114.63%4.63%4.63%Q3 2020Q3 20201
Bronson Point Management LLC 116.00%6.00%6.00%Q4 2017Q4 20171
TCG Advisors, LP 110.45%0.45%0.45%Q2 2020Q2 20201
Theleme Partners LLP 1145.74%45.74%45.74%Q4 2021Q4 20211
Kepos Capital LP 110.19%0.19%0.19%Q4 2019Q4 20191
SFMG, LLC 110.02%0.02%0.02%Q1 2015Q1 20151
Karamaan Group, LLC 111.14%1.14%1.14%Q3 2015Q3 20151
Lorem Ipsum Management, LLC 1113.47%13.47%13.47%Q1 2016Q1 20161
Meru Capital Group, LP 110.36%0.36%0.36%Q1 2015Q1 20151
Strategic Vision Investment Ltd 118.98%8.98%8.98%Q3 2022Q3 20221
FIC CAPITAL INC 110.09%0.09%0.09%Q1 2017Q1 20171
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
FURE FINANCIAL CORP 116.22%6.22%6.22%Q1 2021Q1 20211
Waterstone Capital Management, L.P. 1126.07%26.07%26.07%Q4 2019Q4 20191
DeDora Capital, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
MCIA Inc 110.00%0.00%0.00%Q3 2017Q3 20171
Salient Private Client, LLC 110.86%0.86%0.86%Q4 2017Q4 20171
THAMES CAPITAL MANAGEMENT LLC 113.52%3.52%3.52%Q2 2020Q2 20201
GROW Partners, LLC 110.27%0.27%0.27%Q4 2013Q4 20131
Providence First Trust Co 110.05%0.05%0.05%Q3 2022Q3 20221
Cruiser Capital Advisors, LLC 110.86%0.86%0.86%Q3 2018Q3 20181
Amia Capital LLP 1137.79%37.79%37.79%Q2 2022Q2 20221
STRATEGIC WEALTH MANAGEMENT INC 110.52%0.52%0.52%Q4 2014Q4 20141
COBALT CAPITAL MANAGEMENT, INC. 115.70%5.70%5.70%Q4 2020Q4 20201
BEDEL FINANCIAL CONSULTING INC 110.36%0.36%0.36%Q3 2023Q3 20231
Pelorus Jack Capital, L.P. 1137.93%37.93%37.93%Q4 2017Q4 20171
SIMMONS FIRST TRUST CO NA 110.41%0.41%0.41%Q4 2015Q4 20151
ADVISOR CONSULTANT NETWORK INC 110.03%0.03%0.03%Q3 2016Q3 20161
COMMONWEALTH BANK OF AUSTRALIA 110.01%0.01%0.01%Q1 2014Q1 20141
CFO4Life Group, LLC 111.70%1.70%1.70%Q4 2022Q4 20221
SPHINX TRADING, LP 110.20%0.20%0.20%Q2 2016Q2 20161
Smart Portfolios, LLC 110.04%0.04%0.04%Q1 2019Q1 20191
FIRST INTERSTATE BANCSYSTEM INC 110.04%0.04%0.04%Q1 2021Q1 20211
Leisure Capital Management 110.15%0.15%0.15%Q1 2021Q1 20211
MARVIN & PALMER ASSOCIATES INC 114.92%4.92%4.92%Q4 2022Q4 20221
1492 Capital Management LLC 111.99%1.99%1.99%Q2 2022Q2 20221
Yakira Capital Management, Inc. 110.08%0.08%0.08%Q2 2018Q2 20181
S&CO INC 110.03%0.03%0.03%Q1 2018Q1 20181
Stillwater Investment Management, L.P. 111.07%1.07%1.07%Q4 2015Q4 20151
Highlander Capital Management, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
NORTH AMERICAN MANAGEMENT CORP 110.04%0.04%0.04%Q2 2013Q2 20131
SILVER OAK SECURITIES, INCORPORATED 110.05%0.05%0.05%Q4 2022Q4 20221
SOCIETE GENERALE 112.80%2.80%2.80%Q2 2016Q2 20161
INVERNESS COUNSEL LLC /NY/ 110.02%0.02%0.02%Q3 2022Q3 20221
Horizon Kinetics 110.02%0.02%0.02%Q2 2017Q2 20171
Selway Asset Management 110.03%0.03%0.03%Q3 2022Q3 20221
Arjuna Capital 110.01%0.01%0.01%Q3 2023Q3 20231
Jericho Capital Asset Management L.P. 1119.88%19.88%19.88%Q3 2016Q3 20161
MARCO INVESTMENT MANAGEMENT LLC 110.04%0.04%0.04%Q1 2015Q1 20151
Electron Capital Partners, LLC 111.21%1.21%1.21%Q3 2023Q3 20231
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 110.15%0.15%0.15%Q2 2023Q2 20231
Synergy Asset Management, LLC 111.48%1.48%1.48%Q4 2020Q4 20201
OmniStar Financial Group, Inc. 110.05%0.05%0.05%Q1 2020Q1 20201
Pinnacle Wealth Advisors 110.72%0.72%0.72%Q2 2021Q2 20211
GLADE BROOK CAPITAL PARTNERS LLC 118.31%8.31%8.31%Q2 2013Q2 20131
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
KCS Wealth Advisory 110.05%0.05%0.05%Q3 2019Q3 20191
Peregrine Asset Advisers, Inc. 111.66%1.66%1.66%Q4 2019Q4 20191
Leonard Capital Management, Inc. 1122.47%22.47%22.47%Q1 2016Q1 20161
TANDEM CAPITAL MANAGEMENT CORP /ADV 110.34%0.34%0.34%Q4 2021Q4 20211
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q1 2014Q1 20141
MANGROVE PARTNERS IM, LLC 1130.96%30.96%30.96%Q1 2020Q1 20201
Wealth & Pension Services Group, Inc. 110.51%0.51%0.51%Q3 2018Q3 20181
Lombard Odier Asset Management (Switzerland) SA 112.10%2.10%2.10%Q3 2015Q3 20151
Flinton Capital Management LLC 110.98%0.98%0.98%Q3 2019Q3 20191
Sicart Associates LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Glen Harbor Capital Management LLC 110.38%0.38%0.38%Q3 2019Q3 20191
Omnia Family Wealth, LLC 112.62%2.62%2.62%Q2 2023Q2 20231
Arosa Capital Management LP 116.28%6.28%6.28%Q3 2017Q3 20171
Crestline Management, LP 111.11%1.11%1.11%Q1 2023Q1 20231
BECK MACK & OLIVER LLC 110.01%0.01%0.01%Q3 2021Q3 20211
TEGEAN CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
VALUE HOLDINGS MANAGEMENT CO. LLC 111.06%1.06%1.06%Q4 2019Q4 20191
Tyers Asset Management LLC 110.82%0.82%0.82%Q3 2019Q3 20191
Tandem Investment Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Virtus ETF Advisers LLC 110.32%0.32%0.32%Q4 2016Q4 20161
Cloverdale Capital Management, LLC 1110.59%10.59%10.59%Q4 2016Q4 20161
Neuburgh Advisers LLC 111.20%1.20%1.20%Q3 2019Q3 20191
Sassicaia Capital Advisers LLC 111.91%1.91%1.91%Q2 2021Q2 20211
Jafra Capital Management LP 112.76%2.76%2.76%Q3 2017Q3 20171
Kildonan Castle Asset Management L.P. 1190.53%90.53%90.53%Q1 2014Q1 20141
LOMBARDIA CAPITAL PARTNERS LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Miramar Fiduciary Corp 110.31%0.31%0.31%Q4 2018Q4 20181
Bowie Capital Management, LLC 110.10%0.10%0.10%Q2 2020Q2 20201
FSB PREMIER WEALTH MANAGEMENT, INC. 110.05%0.05%0.05%Q4 2021Q4 20211
BARINGTON CAPITAL GROUP, L.P. 110.10%0.10%0.10%Q1 2016Q1 20161
CLEARY GULL INC. 110.50%0.50%0.50%Q1 2015Q1 20151
KNIGHT CAPITAL GROUP LLC 110.64%0.64%0.64%Q2 2013Q2 20131
Clearwater Capital Advisors, LLC 110.03%0.03%0.03%Q1 2018Q1 20181
Summit Rock Advisors, LP 1111.45%11.45%11.45%Q1 2021Q1 20211
THB ASSET MANAGEMENT 110.12%0.12%0.12%Q2 2016Q2 20161
EDMOND DE ROTHSCHILD (MONACO) 110.21%0.21%0.21%Q3 2016Q3 20161
SYMONS CAPITAL MANAGEMENT INC 110.13%0.13%0.13%Q1 2020Q1 20201
PEOPLES FINANCIAL SERVICES CORP. 110.02%0.02%0.02%Q1 2022Q1 20221
NEXT Financial Holdings 110.28%0.28%0.28%Q1 2019Q1 20191
SUMMIT CAPITAL MANAGEMENT LLC 110.45%0.45%0.45%Q4 2015Q4 20151
ASHFORD CAPITAL MANAGEMENT INC 112.00%2.00%2.00%Q4 2015Q4 20151
Marcato Capital 1118.54%18.54%18.54%Q1 2019Q1 20191
Knights of Columbus Asset Advisors LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Chessman Wealth Strategies RIA 110.03%0.03%0.03%Q3 2018Q3 20181
Signature Financial Management, Inc. 110.02%0.02%0.02%Q2 2013Q2 20131
COOLIDGE FRANCIS L 110.05%0.05%0.05%Q2 2013Q2 20131
Fort Baker Capital Management LP 112.74%2.74%2.74%Q1 2019Q1 20191
Vantis Investment Advisers L.P. 110.46%0.46%0.46%Q4 2021Q4 20211
IBEX WEALTH ADVISORS 110.01%0.01%0.01%Q4 2016Q4 20161
Engle Capital Management, L.P. 112.85%2.85%2.85%Q3 2017Q3 20171
FIR TREE CAPITAL MANAGEMENT LP 115.44%5.44%5.44%Q1 2017Q1 20171
Cowen Prime Services LLC 110.05%0.05%0.05%Q2 2015Q2 20151
One Tusk Investment Partners LP 110.32%0.32%0.32%Q3 2019Q3 20191
Mass General Brigham, Inc 110.00%0.00%0.00%Q4 2015Q4 20151
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC 112.18%2.18%2.18%Q2 2015Q2 20151
HUTCHENS INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q4 2017Q4 20171
Reby Advisors, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
New Harbor Financial Group, LLC 110.03%0.03%0.03%Q2 2013Q2 20131
OIKOS HOLDINGS LLC 1111.73%11.73%11.73%Q4 2022Q4 20221
Farmstead Capital Management, LLC 1122.74%22.74%22.74%Q3 2016Q3 20161
RIPOSTE CAPITAL LLC 1121.12%21.12%21.12%Q3 2023Q3 20231
Diligent Investors, LLC 110.09%0.09%0.09%Q3 2020Q3 20201
City Financial Investment Co Ltd 113.55%3.55%3.55%Q3 2017Q3 20171
Tyrian Investments, L.P. 1112.08%12.08%12.08%Q2 2016Q2 20161
Matisse Capital 110.14%0.14%0.14%Q4 2021Q4 20211
SOUTHPORT MANAGEMENT, L.L.C. 1123.66%23.66%23.66%Q4 2018Q4 20181
Sterling Global Strategies LLC 110.12%0.12%0.12%Q4 2018Q4 20181
SeaStone Capital Management, L.P. 1115.52%15.52%15.52%Q3 2015Q3 20151
FutureAdvisor, Inc. 110.07%0.07%0.07%Q1 2015Q1 20151
Florence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
CENTRAL BANK OF BRAZIL 110.00%0.00%0.00%Q2 2021Q2 20211
Tekne Capital Management, LLC 1112.98%12.98%12.98%Q1 2014Q1 20141
Mystic Asset Management, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
My Personal CFO, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Richwood Investment Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
SBK Financial, Inc. 110.15%0.15%0.15%Q4 2021Q4 20211
O'ROURKE & COMPANY, Inc 110.14%0.14%0.14%Q4 2021Q4 20211
BluePath Capital Management, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Kraft, Davis & Associates, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
SFI Advisors, LLC 110.25%0.25%0.25%Q4 2022Q4 20221
Blackston Financial Advisory Group, LLC 110.26%0.26%0.26%Q1 2022Q1 20221
G2 CAPITAL MANAGEMENT, LLC / OH 110.92%0.92%0.92%Q4 2022Q4 20221
CTC Capital Management, LLC 110.35%0.35%0.35%Q3 2022Q3 20221
Troluce Capital Advisors LLC 110.02%0.02%0.02%Q2 2023Q2 20231
DIXON FNANCIAL SERVICES, INC. 110.15%0.15%0.15%Q4 2021Q4 20211
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 110.02%0.02%0.02%Q1 2017Q1 20171
Aletheian Wealth Advisors LLC 110.87%0.87%0.87%Q4 2022Q4 20221
Safeguard Financial, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Nauset Wealth Management. LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Lloyd Park, LLC 110.62%0.62%0.62%Q4 2021Q4 20211
Elk Creek Partners, LLC 111.24%1.24%1.24%Q1 2020Q1 20201
Blue Door Asset Management, LLC 111.80%1.80%1.80%Q4 2022Q4 20221
TRIAD FINANCIAL ADVISORS, INC. 110.21%0.21%0.21%Q4 2021Q4 20211
Permit Capital Advisors, LLC 110.74%0.74%0.74%Q1 2022Q1 20221
AHL INVESTMENT MANAGEMENT, INC. 110.16%0.16%0.16%Q4 2021Q4 20211
Leverty Financial Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Shore Point Advisors, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
PLATINUM GROVE ASSET MANAGEMENT, LP 119.61%9.61%9.61%Q2 2013Q2 20131
Widmann Financial Services, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Transparent Wealth Partners LLC 112.14%2.14%2.14%Q1 2022Q1 20221
Empirical Asset Management, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Steward Financial Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CATALYST FINANCIAL PARTNERS LLC 110.17%0.17%0.17%Q3 2023Q3 20231
PCG Wealth Advisors, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
EUDAIMONIA ADVISORS LLC 112.67%2.67%2.67%Q3 2022Q3 20221
Legacy CG, LLC 110.33%0.33%0.33%Q4 2021Q4 20211
Oliver Luxxe Assets LLC 110.06%0.06%0.06%Q2 2022Q2 20221
AVAII WEALTH MANAGEMENT, LLC 110.44%0.44%0.44%Q4 2021Q4 20211
Henrickson Nauta Wealth Advisors, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Masso Torrence Wealth Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
First Trust Capital Management L.P. 110.85%0.85%0.85%Q2 2019Q2 20191
MWA Asset Management 111.43%1.43%1.43%Q3 2023Q3 20231
SIGNET MANAGEMENT USA, LLC 110.04%0.04%0.04%Q4 2013Q4 20131
Thrax Management, LLC 110.49%0.49%0.49%Q4 2016Q4 20161
CLOUGH CAPITAL PARTNERS L P 110.09%0.09%0.09%Q3 2019Q3 20191
Divisadero Street Capital Management, LP 110.30%0.30%0.30%Q4 2021Q4 20211
READYSTATE ASSET MANAGEMENT LP 114.97%4.97%4.97%Q4 2022Q4 20221
Carmel Capital Partners, LLC 110.36%0.36%0.36%Q3 2023Q3 20231
Burns Matteson Capital Management, LLC 110.16%0.16%0.16%Q3 2021Q3 20211
VISTA FINANCE, LLC 110.23%0.23%0.23%Q4 2021Q4 20211
GENWORTH FINANCIAL INC 110.00%0.00%0.00%Q2 2013Q2 20131
TRANSATLANTIQUE PRIVATE WEALTH LLC 110.15%0.15%0.15%Q3 2022Q3 20221
Steel Canyon Capital, LLC 118.66%8.66%8.66%Q2 2021Q2 20211
Northwest Bank & Trust Co 110.04%0.04%0.04%Q2 2023Q2 20231
Blue Barn Wealth, LLC 110.21%0.21%0.21%Q2 2021Q2 20211
Delos Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Cercano Management LLC 110.90%0.90%0.90%Q2 2023Q2 20231
Goldstream Capital Management Ltd 110.14%0.14%0.14%Q4 2021Q4 20211
RiverTree Advisors, LLC 112.48%2.48%2.48%Q2 2021Q2 20211
PACIFIC SUN FINANCIAL CORP 111.92%1.92%1.92%Q4 2017Q4 20171
Invst, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
KB FINANCIAL PARTNERS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Capitol Family Office, Inc. 1112.05%12.05%12.05%Q3 2023Q3 20231
Clarity Financial LLC 110.18%0.18%0.18%Q3 2023Q3 20231
KESTREL INVESTMENT MANAGEMENT CORP 117.55%7.55%7.55%Q2 2020Q2 20201
MONUMENTAL FINANCIAL GROUP INC. 110.01%0.01%0.01%Q2 2021Q2 20211
FREEDOM WEALTH ALLIANCE, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
BALESTRA CAPITAL LTD. 1110.35%10.35%10.35%Q2 2014Q2 20141
HARTLINE INVESTMENT CORP/ 110.33%0.33%0.33%Q3 2022Q3 20221
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
FLYNN ZITO CAPITAL MANAGEMENT, LLC 112.15%2.15%2.15%Q2 2022Q2 20221
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Navis Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Lloyd Harbor Capital Management, LLC 1118.62%18.62%18.62%Q3 2023Q3 20231
DSAM Partners (London) Ltd 118.14%8.14%8.14%Q2 2020Q2 20201
3EDGE Asset Management, LP 1141.32%41.32%41.32%Q2 2018Q2 20181
Quinn Opportunity Partners LLC 113.54%3.54%3.54%Q2 2022Q2 20221
Kowal Investment Group, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
SignalPoint Asset Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Safeguard Investment Advisory Group, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
Dunhill Financial, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
OUTFITTER FINANCIAL LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Red Wave Investments LLC 110.09%0.09%0.09%Q4 2022Q4 20221
BOARDMAN BAY CAPITAL MANAGEMENT LLC 111.96%1.96%1.96%Q4 2014Q4 20141
Hibernia Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Palumbo Wealth Management LLC 110.15%0.15%0.15%Q1 2021Q1 20211
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
FIRETHORN WEALTH PARTNERS, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
ADVISOR PARTNERS II, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 110.00%0.00%0.00%Q3 2020Q3 20201
STAPP WEALTH MANAGEMENT, PLLC 110.03%0.03%0.03%Q3 2022Q3 20221
Crown Wealth Group, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
FOCUS Wealth Advisors, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Ethos Financial Group, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Urban Wealth Management, LLC 111.26%1.26%1.26%Q4 2020Q4 20201
NATIONAL INVESTMENT SERVICES INC /WI 110.27%0.27%0.27%Q4 2016Q4 20161
Team Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Oder Investment Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
UNIQUE WEALTH, LLC 110.29%0.29%0.29%Q3 2023Q3 20231
External links

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