ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.07%0.50%Q1 2012Q3 2023133
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.05%0.37%Q2 2013Q3 2023119
Parallax Volatility Advisers, L.P. 42420.00%0.06%0.62%Q2 2013Q3 2023117
ROYAL BANK OF CANADA 42420.00%0.03%0.13%Q2 2013Q3 2023113
CITIGROUP INC 42420.00%0.18%1.11%Q2 2013Q3 2023112
BARCLAYS PLC 42420.00%0.11%0.82%Q2 2013Q3 2023107
UBS Group AG 36360.00%0.05%0.30%Q4 2014Q3 2023103
Twin Tree Management, LP 3810.00%0.32%1.89%Q4 2012Q3 2023102
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.16%1.53%Q2 2013Q3 2023102
Walleye Trading LLC 42420.00%0.03%0.33%Q2 2013Q3 2023100
JANE STREET GROUP, LLC 3350.00%0.12%0.69%Q1 2014Q3 202396
BANK OF AMERICA CORP /DE/ 42420.00%0.08%0.56%Q2 2013Q3 202394
CREDIT SUISSE AG/ 43430.00%0.08%0.95%Q1 2013Q3 202393
Citadel Advisors 3350.00%0.03%0.12%Q1 2014Q3 202393
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.19%Q2 2013Q3 202390
WOLVERINE TRADING, LLC 2320.00%0.07%0.23%Q2 2016Q3 202383
Cutler Group LLC / CA 32320.00%0.06%0.66%Q4 2015Q3 202380
HSBC HOLDINGS PLC 47470.00%0.03%0.14%Q1 2012Q3 202378
CAPITAL FUND MANAGEMENT S.A. 1450.00%0.09%0.46%Q3 2014Q3 202377
HAP Trading, LLC 1720.00%0.07%1.33%Q2 2013Q3 202371
Paloma Partners Management Co 1010.01%0.33%1.70%Q2 2013Q3 202365
Jefferies Group LLC 1920.00%0.12%0.75%Q2 2013Q3 202265
MILLENNIUM MANAGEMENT LLC 2410.00%0.03%0.30%Q3 2013Q3 202362
NOMURA HOLDINGS INC 2710.00%0.08%0.58%Q4 2012Q1 202060
BANK OF MONTREAL /CAN/ 3920.00%0.04%0.13%Q2 2013Q3 202360
Rehmann Capital Advisory Group 3710.07%0.24%0.65%Q4 2008Q3 202355
TWO SIGMA INVESTMENTS, LP 1210.00%0.08%0.45%Q3 2013Q3 202354
HUNTINGTON NATIONAL BANK 3920.00%0.01%0.08%Q1 2009Q3 202354
TWO SIGMA SECURITIES, LLC 1810.00%0.18%2.35%Q1 2016Q3 202351
WOLVERINE ASSET MANAGEMENT LLC 1510.00%0.05%0.26%Q2 2013Q4 202147
HighTower Advisors, LLC 28120.00%0.02%0.05%Q3 2013Q3 202346
Veritable, L.P. 43430.00%0.17%0.56%Q4 2012Q2 202346
First Horizon Advisors, Inc. 4140.06%0.53%1.52%Q1 2012Q3 202345
Creative Planning 3380.00%0.00%0.02%Q2 2013Q3 202345
RAYMOND JAMES & ASSOCIATES 42420.00%0.02%0.08%Q2 2013Q3 202345
CPWM, LLC 44440.05%0.39%1.29%Q4 2011Q3 202244
BlackRock Inc. 42420.00%0.05%0.26%Q2 2013Q3 202344
Capital Analysts, LLC 44440.00%0.01%0.03%Q4 2012Q3 202344
Tortoise Investment Management, LLC 44440.00%0.03%0.17%Q4 2012Q3 202344
Spot Trading L.L.C 16160.00%0.05%0.30%Q2 2013Q1 201743
SHEETS SMITH WEALTH MANAGEMENT 43430.43%0.65%0.86%Q1 2013Q3 202343
COMMERCE BANK 43430.01%0.04%0.08%Q1 2013Q3 202343
Regis Management CO LLC 43432.51%3.42%5.24%Q1 2013Q3 202343
Bank of New York Mellon Corp 4210.00%0.00%0.09%Q2 2011Q3 202343
Cetera Advisor Networks LLC 43430.03%0.25%0.55%Q1 2013Q3 202343
LEAVELL INVESTMENT MANAGEMENT, INC. 4210.03%0.05%0.07%Q2 2010Q3 202343
US BANCORP \DE\ 42420.07%0.31%0.79%Q2 2013Q3 202342
MOTCO 42420.00%0.00%0.01%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.01%0.03%Q2 2013Q3 202342
Cetera Advisors LLC 42420.01%0.10%0.33%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.29%1.84%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.03%0.06%0.09%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.02%0.08%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.01%0.02%Q2 2013Q3 202342
PINNACLE FINANCIAL PARTNERS INC 42420.01%0.25%0.70%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.13%0.60%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.08%0.53%1.01%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.00%0.01%0.01%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.01%0.22%1.19%Q2 2013Q3 202342
Phocas Financial Corp. 42420.05%0.10%0.20%Q2 2013Q3 202342
Estate Counselors, LLC 42420.54%2.13%4.46%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.01%0.02%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.08%0.23%Q2 2013Q3 202342
AlphaMark Advisors, LLC 42420.02%0.15%0.39%Q2 2013Q3 202342
ADELL HARRIMAN & CARPENTER INC 42420.15%0.74%1.28%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 2210.00%0.07%0.28%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.11%0.63%Q2 2013Q3 202342
Smithfield Trust Co 42420.00%0.02%0.15%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.03%0.07%0.30%Q2 2013Q3 202342
LBMC INVESTMENT ADVISORS, LLC 42420.03%0.06%0.11%Q2 2013Q3 202342
Acropolis Investment Management, LLC 42420.01%0.24%0.46%Q2 2013Q3 202342
MORGAN STANLEY 42420.02%0.15%0.46%Q2 2013Q3 202342
CIBC WORLD MARKET INC. 42420.00%0.05%1.58%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.06%0.30%Q2 2013Q3 202342
FUKOKU MUTUAL LIFE INSURANCE Co 41411.72%2.77%4.22%Q3 2013Q3 202341
COLONY GROUP LLC 41410.00%0.13%0.54%Q2 2013Q2 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3920.00%0.07%0.43%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.00%0.04%0.22%Q3 2013Q3 202341
Janney Montgomery Scott LLC 41410.00%0.04%0.17%Q3 2013Q3 202341
Advisory Services Network, LLC 27140.02%0.38%3.17%Q2 2013Q3 202341
ASSETMARK, INC 41410.00%0.14%1.30%Q3 2013Q3 202341
COURIER CAPITAL LLC 24170.33%0.59%0.85%Q2 2013Q3 202341
CAPTRUST FINANCIAL ADVISORS 29120.01%3.35%13.59%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.02%0.05%0.11%Q2 2013Q3 202341
BAILARD, INC. 31100.04%1.18%9.09%Q2 2013Q3 202341
Mariner, LLC 25160.01%0.08%0.44%Q2 2013Q3 202341
MAI Capital Management 40400.02%0.08%0.19%Q4 2013Q3 202340
WHITTIER TRUST CO 3460.00%0.00%0.00%Q2 2013Q3 202340
BOK Financial Private Wealth, Inc. 3310.01%0.22%0.46%Q2 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.03%0.20%0.44%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40400.03%0.07%0.11%Q4 2013Q3 202340
COMERICA BANK 3910.00%0.02%0.04%Q2 2013Q3 202340
GLENMEDE TRUST CO NA 20200.00%0.00%0.01%Q2 2013Q3 202340
Waldron Private Wealth LLC 40400.03%0.18%0.42%Q4 2013Q3 202340
FMR LLC 3910.00%0.01%0.06%Q3 2013Q3 202340
MYCIO WEALTH PARTNERS, LLC 22180.01%0.04%0.94%Q2 2013Q3 202340
Private Advisor Group, LLC 40400.00%0.11%0.55%Q4 2013Q3 202340
CITY HOLDING CO 40400.06%0.14%0.26%Q4 2013Q3 202340
ARGI Investment Services, LLC 39390.03%0.08%0.24%Q2 2013Q4 202239
Avior Wealth Management, LLC 39390.00%0.04%0.11%Q1 2014Q3 202339
Courage Miller Partners, LLC 39390.17%0.24%0.29%Q1 2014Q3 202339
BANQUE PICTET & CIE SA 39390.00%0.04%0.11%Q4 2013Q2 202339
Sandy Spring Bank 39390.00%0.01%0.02%Q1 2014Q3 202339
Pure Financial Advisors, LLC 2010.01%0.10%0.30%Q2 2013Q4 202339
BROWN ADVISORY INC 1910.00%0.00%0.01%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.04%0.09%0.20%Q1 2014Q3 202339
BANK OF THE WEST 39390.12%0.50%1.56%Q2 2013Q4 202239
1832 Asset Management L.P. 37370.00%0.00%0.02%Q3 2014Q3 202339
Garde Capital, Inc. 38380.12%0.37%0.65%Q2 2014Q3 202338
McCutchen Group LLC 38380.29%1.54%5.04%Q2 2013Q3 202238
SSI INVESTMENT MANAGEMENT LLC 26120.02%0.09%0.13%Q1 2014Q3 202338
MCF Advisors LLC 3170.00%0.17%1.81%Q1 2014Q3 202338
NATIXIS 2220.00%0.11%1.18%Q2 2013Q3 202338
Tower Research Capital LLC (TRC) 2210.00%0.53%2.13%Q3 2013Q3 202337
DEUTSCHE BANK AG\ 2360.00%0.04%0.39%Q3 2013Q3 202337
Regal Investment Advisors LLC 1510.02%0.10%0.34%Q2 2013Q3 202337
ALLIANCEBERNSTEIN L.P. 1110.00%0.01%0.13%Q4 2013Q3 202337
M&T BANK CORP 21150.00%0.01%0.02%Q3 2014Q3 202337
Sigma Planning Corp 36360.02%0.28%1.23%Q4 2014Q3 202336
STERLING INVESTMENT ADVISORS LLC /ADV 36360.60%1.78%3.35%Q4 2014Q3 202336
REGIONS FINANCIAL CORP 21150.00%0.05%0.22%Q2 2013Q2 202236
SONATA CAPITAL GROUP INC 36360.12%0.23%0.40%Q4 2014Q3 202336
Allworth Financial LP 3510.00%0.05%0.49%Q3 2014Q3 202336
Ionic Capital Management LLC 1510.00%0.36%1.60%Q3 2013Q1 201836
Wealth Architects, LLC 36360.04%0.09%0.16%Q4 2014Q3 202336
KWMG, LLC 36360.03%0.50%1.64%Q4 2014Q3 202336
PATTEN & PATTEN INC/TN 2790.02%0.04%0.13%Q2 2013Q2 202236
FIRST UNITED BANK & TRUST 35350.11%0.95%1.94%Q2 2013Q4 202135
MARTIN & CO INC /TN/ 35350.98%1.18%1.32%Q2 2013Q4 202135
CLEAR STREET MARKETS LLC 1110.00%0.08%0.46%Q2 2013Q3 202235
First Heartland Consultants, Inc. 2870.03%0.50%1.86%Q2 2013Q2 202235
CLEAR INVESTMENT RESEARCH, LLC 35350.32%1.82%4.27%Q1 2015Q3 202335
WEDBUSH SECURITIES INC 2960.01%0.11%0.24%Q2 2013Q1 202235
Psagot Value Holdings Ltd. 34340.00%0.23%0.75%Q2 2013Q3 202134
TRUIST FINANCIAL CORP 18160.00%0.05%0.31%Q2 2013Q3 202334
SHELTON CAPITAL MANAGEMENT 3310.01%0.05%0.09%Q2 2013Q4 202134
WADE G W & INC 3110.02%0.05%0.31%Q2 2013Q3 202334
Brinker Capital Investments, LLC 2220.01%0.11%0.89%Q2 2013Q4 202234
PRUDENTIAL FINANCIAL INC 2230.00%0.01%0.04%Q2 2013Q3 202334
Parkside Financial Bank & Trust 23110.00%0.05%0.24%Q1 2014Q3 202334
BUCKINGHAM STRATEGIC WEALTH, LLC 3220.01%0.05%0.10%Q4 2014Q3 202334
Baird Financial Group, Inc. 18150.00%0.03%0.08%Q2 2015Q3 202333
Jaffetilchin Investment Partners, LLC 2140.02%0.21%1.33%Q2 2013Q2 202233
People's United Financial, Inc. 17160.01%0.02%0.05%Q2 2013Q3 202133
Mitsubishi UFJ Trust & Banking Corp 2310.00%0.02%0.08%Q2 2013Q3 202333
MARSHALL WACE, LLP 810.00%0.03%0.26%Q1 2016Q3 202333
D.A. DAVIDSON & CO. 1710.00%0.00%0.02%Q2 2013Q3 202333
Gradient Investments LLC 1710.00%0.03%0.49%Q2 2013Q4 202132
High Falls Advisors, Inc 32320.10%2.43%5.40%Q4 2015Q3 202332
BENJAMIN F. EDWARDS & COMPANY, INC. 1620.00%0.05%0.12%Q2 2013Q3 202332
MUFG Americas Holdings Corp 32320.00%0.00%0.00%Q4 2014Q3 202232
PEAPACK GLADSTONE FINANCIAL CORP 2110.00%0.02%0.03%Q2 2013Q3 202332
Trust Co 32320.00%0.03%0.11%Q4 2015Q3 202332
Carroll Financial Associates, Inc. 2310.00%0.00%0.02%Q3 2013Q4 202132
Colorado Capital Management, Inc. 32320.18%0.36%0.75%Q4 2015Q3 202332
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 32320.16%2.08%4.16%Q4 2015Q3 202332
HBK INVESTMENTS L P 1110.00%0.45%1.85%Q4 2014Q3 202332
Asset Dedication, LLC 2650.00%0.01%0.06%Q4 2015Q3 202331
IFP Advisors, Inc 17140.01%0.45%1.45%Q4 2015Q3 202331
Perigon Wealth Management, LLC 3010.01%0.09%0.27%Q3 2011Q3 202331
TOCQUEVILLE ASSET MANAGEMENT L.P. 18130.01%0.01%0.03%Q4 2014Q1 202331
Stratos Wealth Partners, LTD. 2210.00%0.13%0.56%Q1 2015Q3 202331
Geneos Wealth Management Inc. 31310.06%0.17%0.28%Q1 2016Q3 202331
Altavista Wealth Management, Inc. 2550.10%0.14%0.22%Q1 2014Q4 202130
SENTINEL TRUST CO LBA 30300.07%1.02%2.14%Q4 2013Q1 202130
Gunma Bank,Ltd. 30303.76%13.17%21.01%Q2 2016Q3 202330
SUNFLOWER BANK, NA WEALTH MANAGEMENT 30300.17%0.42%1.68%Q2 2013Q3 202030
Employees Retirement System of Texas 1610.01%0.07%0.43%Q2 2013Q4 202230
Jump Trading, LLC 830.01%0.10%0.43%Q3 2013Q2 201830
Glenview Trust Co 2810.02%0.06%0.15%Q4 2014Q3 202330
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 20100.00%0.00%0.01%Q2 2013Q3 202330
DAVENPORT & Co LLC 30300.00%0.01%0.01%Q2 2016Q3 202330
ING GROEP NV 2030.01%0.26%0.87%Q1 2013Q3 202129
First Allied Advisory Services, Inc. 2720.01%0.09%0.28%Q2 2013Q3 202029
WASHINGTON TRUST BANK 1110.00%0.31%2.38%Q3 2013Q3 202329
CWM, LLC 1620.00%0.02%0.28%Q3 2013Q3 202329
NEXT Financial Group, Inc 16130.01%0.08%0.17%Q3 2014Q4 202129
TD ASSET MANAGEMENT INC 29290.00%0.00%0.00%Q2 2013Q2 202029
Alexandria Capital, LLC 2720.02%0.06%0.12%Q2 2013Q3 202129
J. Goldman & Co LP 1410.01%0.54%2.52%Q2 2013Q3 202329
BlueSky Wealth Advisors, LLC 28280.25%0.86%1.59%Q4 2016Q3 202328
HCR Wealth Advisors 28280.10%0.34%0.77%Q4 2016Q3 202328
Armor Investment Advisors, LLC 28280.03%0.06%0.07%Q4 2016Q3 202328
NOMURA ASSET MANAGEMENT CO LTD 1550.00%0.02%0.05%Q2 2016Q3 202328
OPTIMUM INVESTMENT ADVISORS 2440.01%0.05%0.07%Q2 2014Q4 202328
Pflug Koory, LLC 28280.00%0.02%0.05%Q4 2016Q3 202328
Livingston Group Asset Management CO (operating as Southport Capital Management) 28280.12%0.18%0.24%Q2 2013Q1 202028
Sargent Bickham Lagudis LLC 28280.00%0.02%0.14%Q1 2016Q4 202228
Parallel Advisors, LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
PINNACLE ASSOCIATES LTD 2710.00%0.01%0.01%Q2 2013Q4 202128
PEAK6 Group LLC 1120.00%0.02%0.14%Q2 2013Q4 201628
Winch Advisory Services, LLC 28280.02%0.05%0.21%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.02%0.03%0.06%Q4 2016Q3 202328
Covenant Asset Management, LLC 28280.14%0.30%0.54%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.00%0.01%0.06%Q4 2016Q3 202328
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2161.79%6.71%10.20%Q1 2014Q3 202127
Global Retirement Partners, LLC 2070.02%0.06%0.26%Q4 2016Q3 202327
Whitnell & Co. 27270.05%0.22%0.50%Q2 2013Q4 201927
Cribstone Capital Management, LLC 27270.01%0.01%0.02%Q2 2016Q4 202227
JOYN Advisors, Inc. 27270.04%0.17%0.79%Q2 2013Q4 201927
Steward Partners Investment Advisory, LLC 27270.00%0.06%0.29%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.06%0.13%Q2 2013Q4 201927
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 1810.14%4.17%9.34%Q2 2013Q3 202026
Aveo Capital Partners, LLC 1410.05%0.21%0.49%Q4 2016Q3 202326
SCOTIA CAPITAL INC. 1970.00%0.01%0.02%Q1 2015Q3 202326
SUMITOMO MITSUI FINANCIAL GROUP, INC. 26260.04%0.18%0.67%Q2 2017Q3 202326
COMMERZBANK AKTIENGESELLSCHAFT /FI 26260.03%0.11%0.46%Q2 2013Q3 201926
Lowe Wealth Advisors, LLC 1790.01%0.44%1.94%Q4 2014Q4 202326
BB&T SECURITIES, LLC 26260.00%0.01%0.04%Q2 2013Q3 201926
MAKENA CAPITAL MANAGEMENT LLC 2240.37%0.99%3.67%Q2 2013Q3 202026
SUNTRUST BANKS INC 26260.01%0.03%0.05%Q2 2013Q3 201926
CAPSTONE INVESTMENT ADVISORS, LLC 510.00%0.18%1.19%Q3 2014Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.03%0.10%Q2 2017Q3 202326
DIMENSION CAPITAL MANAGEMENT LLC 16100.05%0.30%0.75%Q4 2016Q3 202326
Greystone Managed Investments Inc. 26260.01%0.01%0.02%Q2 2013Q3 201926
MONETARY MANAGEMENT GROUP INC 2320.04%0.06%0.12%Q4 2015Q3 202325
LANDAAS & CO /WI /ADV 25250.13%0.40%0.73%Q3 2017Q3 202325
Financial Management Professionals, Inc. 1960.00%0.00%0.00%Q2 2013Q3 202325
Money Design Co.,Ltd. 25251.29%1.91%3.41%Q3 2017Q3 202325
Frontier Wealth Management LLC 1810.01%0.13%0.19%Q4 2014Q2 202225
Fortis Advisors, LLC 25250.00%0.00%0.01%Q3 2017Q3 202325
IndexIQ Advisors LLC 1610.00%0.06%0.26%Q2 2013Q4 202025
AUA CAPITAL MANAGEMENT, LLC 25250.01%0.01%0.02%Q4 2016Q4 202225
Valeo Financial Advisors, LLC 25250.02%0.04%0.11%Q3 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.03%0.04%Q4 2017Q3 202324
Lattice Strategies LLC 24240.89%1.12%1.34%Q2 2013Q1 201924
Simplicity Solutions, LLC 2310.01%0.29%1.51%Q4 2014Q4 202024
Broadview Financial Management, LLC 24240.94%1.26%1.44%Q4 2017Q3 202324
INTEGRAL DERIVATIVES, LLC 750.01%0.09%0.25%Q4 2013Q4 201724
AdvisorNet Financial, Inc 24240.00%0.01%0.06%Q4 2017Q3 202324
Abacus Planning Group, Inc. 24240.08%0.18%0.48%Q4 2017Q3 202324
VICUS CAPITAL 24240.10%1.92%28.85%Q4 2013Q3 201924
Squarepoint Ops LLC 710.00%0.10%0.48%Q4 2016Q3 202324
Ballew Advisors, Inc 24241.00%1.36%1.86%Q4 2017Q3 202324
Virtu Financial LLC 710.02%1.01%5.26%Q3 2013Q3 202324
BALYASNY ASSET MANAGEMENT L.P. 1010.01%0.03%0.15%Q3 2014Q3 202324
IHT Wealth Management, LLC 1710.00%0.05%0.25%Q4 2016Q3 202324
HoyleCohen, LLC 24240.10%0.21%0.31%Q4 2017Q3 202324
Financial Architects, Inc 1820.01%0.02%0.09%Q2 2013Q2 202024
Independence Bank of Kentucky 24240.00%0.01%0.01%Q4 2017Q3 202324
Front Row Advisors LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
LEVEL FOUR ADVISORY SERVICES, LLC 1950.02%0.05%0.22%Q4 2016Q4 202224
ENTERPRISE FINANCIAL SERVICES CORP 24240.00%0.00%0.00%Q1 2014Q4 201924
Renaissance Technologies 510.00%0.01%0.03%Q2 2013Q3 202224
Transamerica Financial Advisors, Inc. 1310.00%0.10%0.55%Q4 2013Q4 202224
LAKE STREET ADVISORS GROUP, LLC 24240.42%1.14%2.00%Q4 2017Q3 202324
Moisand Fitzgerald Tamayo, LLC 1120.00%0.02%0.06%Q4 2015Q3 202323
MV CAPITAL MANAGEMENT, INC. 23230.07%0.76%2.67%Q4 2014Q2 202023
Bristlecone Advisors, LLC 1710.03%0.06%0.10%Q4 2015Q3 202323
APPLETON GROUP, LLC 820.24%7.46%29.04%Q2 2013Q1 202223
CapWealth Advisors, LLC 1150.01%0.02%0.04%Q3 2013Q3 202023
Twele Capital Management, Inc. 23230.14%0.63%0.97%Q3 2017Q1 202323
Lido Advisors, LLC 23230.01%0.03%0.06%Q1 2018Q3 202323
Lourd Capital, LLC 1940.02%0.03%0.09%Q2 2013Q2 201923
Private Ocean, LLC 23230.01%0.05%0.11%Q1 2018Q3 202323
THRIVENT FINANCIAL FOR LUTHERANS 1910.00%0.01%0.08%Q3 2016Q3 202323
FormulaFolio Investments, LLC 1610.01%2.17%21.43%Q4 2014Q2 202123
COZAD ASSET MANAGEMENT INC 22220.04%0.07%0.11%Q2 2018Q3 202322
AE Wealth Management LLC 1530.00%0.02%0.09%Q4 2017Q3 202322
RiverGlades Family Offices LLC 1441.57%1.94%2.29%Q4 2017Q3 202322
TRUE Private Wealth Advisors 2110.02%0.15%1.89%Q4 2015Q4 202122
Azimuth Capital Management LLC 2020.01%0.03%0.04%Q3 2013Q1 202222
BlueCrest Capital Management Ltd 610.03%0.57%1.35%Q3 2014Q3 201922
Brouwer & Janachowski, LLC 2020.04%0.70%1.34%Q4 2013Q3 202122
Peak Asset Management, LLC 1840.08%0.15%0.25%Q4 2014Q2 202222
GABLES CAPITAL MANAGEMENT INC. 22220.02%0.03%0.08%Q2 2018Q3 202322
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1930.03%0.06%0.10%Q2 2013Q4 202022
MISSION WEALTH MANAGEMENT, LP 22220.09%0.27%0.60%Q2 2018Q3 202322
Argent Trust Co 22220.01%0.02%0.07%Q1 2018Q2 202322
J.P. Morgan Private Wealth Advisors LLC 22220.01%0.02%0.04%Q2 2018Q3 202322
Jacobi Capital Management LLC 22220.00%0.70%2.60%Q2 2016Q3 202122
Wealthcare Advisory Partners LLC 2010.01%0.05%0.16%Q4 2016Q2 202322
Quantitative Investment Management, LLC 410.03%1.18%3.66%Q1 2014Q2 202321
TWO SIGMA ADVISERS, LP 710.00%0.21%0.82%Q2 2013Q1 202321
Kalos Management, Inc. 910.07%1.09%3.01%Q4 2015Q2 202321
Vigilant Capital Management, LLC 21210.03%0.04%0.04%Q4 2014Q4 201921
Burleson & Company, LLC 21210.04%0.08%0.16%Q4 2017Q4 202221
Banco Santander, S.A. 21210.01%0.24%1.06%Q4 2016Q4 202121
Gemmer Asset Management LLC 21210.00%0.01%0.05%Q1 2017Q1 202221
Heritage Wealth Advisors 21210.00%0.00%0.01%Q3 2018Q3 202321
Rossmore Private Capital 2010.04%0.07%0.10%Q4 2017Q2 202321
NWAM LLC 1210.01%0.24%0.79%Q2 2012Q3 202321
EATON VANCE MANAGEMENT 21210.00%0.00%0.00%Q3 2017Q3 202221
UBS ASSET MANAGEMENT AMERICAS INC 1210.00%0.00%0.02%Q2 2013Q3 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.03%0.19%Q3 2018Q3 202321
Allianz Asset Management GmbH 610.00%0.02%0.06%Q2 2013Q1 202221
Anson Funds Management LP 15150.06%1.75%7.92%Q1 2020Q3 202321
Atria Investments, Inc 810.02%0.10%0.33%Q2 2013Q3 202221
Voya Financial Advisors, Inc. 2010.02%0.11%0.30%Q1 2015Q2 202021
GOULD ASSET MANAGEMENT LLC /CA/ 20200.15%0.21%0.26%Q4 2018Q3 202320
One Capital Management, LLC 620.02%0.06%0.14%Q1 2014Q4 202120
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.00%0.36%2.28%Q4 2014Q3 201920
Keel Point, LLC 20200.03%0.32%1.14%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.01%0.09%0.22%Q4 2015Q3 202020
Sowell Financial Services LLC 1010.05%0.13%0.29%Q4 2016Q1 202320
TEACHERS ADVISORS, LLC 1280.00%0.13%0.31%Q2 2013Q2 201820
Vantage Investment Advisors, LLC 20200.02%0.04%0.06%Q4 2013Q3 201820
Shamrock Asset Management LLC 1820.00%0.35%0.77%Q2 2013Q3 201920
Omega Financial Group, LLC 20201.19%3.67%5.55%Q4 2018Q3 202320
Rockefeller Capital Management L.P. 20200.01%0.02%0.04%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.02%0.08%Q4 2017Q3 202220
Larson Financial Group LLC 20200.00%0.01%0.04%Q4 2018Q3 202320
VALLEY WEALTH MANAGERS, INC. 20200.00%0.05%0.11%Q4 2018Q3 202320
Partnervest Advisory Services LLC 920.00%1.22%9.56%Q2 2013Q3 201920
FARMERS & MERCHANTS INVESTMENTS INC 1280.00%0.00%0.01%Q4 2013Q3 202320
Cypress Wealth Services, LLC 20200.06%0.11%0.17%Q4 2018Q3 202320
Ellis Investment Partners, LLC 20200.08%0.12%0.17%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
BRINKER CAPITAL INC 1910.04%0.37%2.82%Q4 2014Q2 202020
Sepio Capital, LP 20200.04%0.09%0.17%Q4 2018Q3 202320
Tarbox Family Office, Inc. 20200.03%0.04%0.06%Q2 2017Q1 202220
PRELUDE CAPITAL MANAGEMENT, LLC 1310.00%0.27%0.67%Q4 2013Q4 202220
LINCOLN NATIONAL CORP 1610.01%0.02%0.04%Q4 2016Q3 202320
CenterStar Asset Management, LLC 610.00%0.08%0.62%Q4 2017Q3 202320
FMA ADVISORY INC 1910.20%0.32%0.40%Q2 2015Q3 202120
Northwest Bancshares, Inc. 1910.04%0.13%0.26%Q4 2017Q2 202320
Financial Advocates Investment Management 1190.02%0.12%0.45%Q4 2017Q3 202320
Guidance Point Advisors, LLC 20201.24%1.77%2.55%Q4 2018Q3 202320
AGILIS PARTNERS LLC 20200.43%0.76%1.22%Q4 2018Q3 202320
Candriam S.C.A. 19190.09%0.16%0.74%Q4 2014Q2 201919
COMERICA SECURITIES,INC. 19190.03%0.03%0.04%Q1 2019Q3 202319
Inscription Capital, LLC 1090.06%0.18%0.38%Q4 2018Q3 202319
DUMONT & BLAKE INVESTMENT ADVISORS LLC 19190.29%0.40%0.52%Q2 2013Q4 201719
Weaver Consulting Group 19190.11%0.19%0.27%Q1 2019Q3 202319
Enterprise Bank & Trust Co 19190.11%0.14%0.16%Q1 2019Q3 202319
CITIZENS FINANCIAL GROUP INC/RI 19190.00%0.03%0.10%Q4 2015Q2 202019
Schoolcraft Capital LLC 19190.11%0.22%0.38%Q1 2019Q3 202319
SAGE RHINO CAPITAL LLC 19190.43%0.60%0.97%Q1 2019Q3 202319
B. Riley Wealth Advisors, Inc. 810.00%0.04%0.19%Q2 2013Q3 202319
INTRUST BANK NA 19190.04%0.05%0.08%Q1 2019Q3 202319
HOLLENCREST CAPITAL MANAGEMENT 19190.04%0.06%0.07%Q4 2013Q2 201819
TSFG, LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
BLACKROCK ADVISORS LLC 15150.00%0.00%0.01%Q2 2013Q4 201619
Fairhaven Wealth Management, LLC 1720.12%1.80%4.62%Q4 2018Q3 202319
Sawyer & Company, Inc 19190.01%0.02%0.02%Q4 2017Q2 202219
WealthNavi Inc. 19194.64%4.95%5.20%Q1 2019Q3 202319
NATIONAL PLANNING CORP 18180.05%0.52%1.76%Q2 2013Q3 201718
Cetera Investment Advisers 18180.00%0.03%0.08%Q2 2019Q3 202318
New Capital Management LP 18180.01%0.11%0.20%Q4 2016Q1 202118
SENTRY INVESTMENT MANAGEMENT LLC 18181.31%1.57%1.83%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.04%0.08%0.19%Q2 2013Q3 201718
UBS AG 660.00%0.12%0.40%Q2 2013Q3 201418
Ellevest, Inc. 18180.00%0.01%0.03%Q4 2018Q1 202318
FINANCIAL COUNSELORS INC 1350.01%0.02%0.03%Q2 2013Q4 201718
Invesco Ltd. 410.00%0.00%0.00%Q2 2013Q3 202218
Crabel Capital Management, LLC 710.08%0.18%0.33%Q4 2017Q3 202318
Barber Financial Group, Inc. 1110.07%0.84%5.24%Q3 2017Q1 202318
Fusion Family Wealth LLC 18180.00%0.05%0.33%Q4 2016Q1 202118
HRT FINANCIAL LP 310.01%0.68%3.46%Q4 2014Q3 202318
Asset Planning Services, Ltd. 18180.03%0.05%0.07%Q2 2015Q3 201918
SEI INVESTMENTS CO 1510.00%0.00%0.02%Q4 2014Q4 202118
HM PAYSON & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
ASPIRIANT, LLC 930.00%2.85%8.69%Q2 2013Q2 201918
Hudock, Inc. 1130.00%0.00%0.01%Q1 2015Q1 202017
Baldrige Asset Management LLC 17170.27%0.43%0.63%Q1 2019Q1 202317
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1250.00%0.00%0.00%Q2 2013Q3 201717
WFG Advisors, LP 17170.00%0.02%0.05%Q2 2013Q2 201717
Prime Capital Investment Advisors, LLC 1340.01%0.16%0.49%Q2 2019Q3 202317
Belpointe Asset Management LLC 1110.00%0.08%0.38%Q4 2018Q3 202317
Capital Advisory Group Advisory Services, LLC 1520.02%0.10%0.45%Q1 2018Q2 202217
TORONTO DOMINION BANK 610.00%0.02%0.21%Q2 2014Q3 202217
IFG Advisors, LLC 17170.10%0.18%0.30%Q3 2019Q3 202317
FIRST MANHATTAN CO. LLC. 980.00%0.00%0.00%Q3 2014Q3 202317
1st Global Advisors, Inc. 17170.07%0.11%0.22%Q2 2013Q2 201717
NewSquare Capital LLC 1510.00%0.00%0.00%Q4 2014Q2 202317
Winfield Associates, Inc. 17170.11%0.32%0.78%Q4 2013Q4 201717
EXANE DERIVATIVES 980.00%0.01%0.05%Q4 2014Q2 202017
Ilmarinen Mutual Pension Insurance Co 17170.39%0.68%1.23%Q3 2019Q3 202317
Karp Capital Management Corp 810.00%1.38%3.83%Q4 2014Q1 202217
DUNCKER STREETT & CO INC 17170.00%0.01%0.01%Q2 2013Q2 201717
Physician Wealth Advisors, Inc. 17170.05%0.09%0.14%Q3 2019Q3 202317
D. SCOTT NEAL, INC. 17171.70%4.96%8.14%Q4 2013Q4 201717
Concert Wealth Management Inc. 16160.03%0.10%0.32%Q2 2013Q1 201716
FDx Advisors, Inc. 1010.01%0.02%0.10%Q2 2014Q2 201916
Virtu KCG Holdings LLC 520.00%0.04%0.10%Q3 2013Q2 201716
BOYS ARNOLD & CO INC 16160.06%0.09%0.11%Q2 2016Q1 202016
MASSMUTUAL TRUST CO FSB/ADV 810.00%0.00%0.01%Q2 2016Q4 202316
L & S Advisors Inc 410.03%0.22%0.94%Q2 2013Q1 202216
Kerntke Otto McGlone Wealth Management Group 16160.31%1.56%5.12%Q4 2019Q3 202316
COMERICA SECURITIES INC 1150.04%0.09%0.18%Q4 2014Q4 201816
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 16160.08%0.58%1.16%Q4 2018Q3 202216
FAS Wealth Partners, Inc. 16160.00%0.00%0.01%Q4 2019Q3 202316
North Star Investment Management Corp. 16160.00%0.00%0.01%Q1 2014Q4 201716
PARK NATIONAL CORP /OH/ 970.02%0.02%0.03%Q4 2013Q1 202016
SUMMIT FINANCIAL GROUP, INC. 1330.08%0.10%0.13%Q2 2019Q2 202316
HighMark Wealth Management LLC 16160.02%0.04%0.07%Q4 2019Q3 202316
CAMBIAR INVESTORS LLC 1510.00%0.01%0.02%Q3 2015Q1 202016
Integrated Wealth Concepts LLC 1420.01%0.22%1.26%Q1 2019Q3 202316
FEDERATED HERMES, INC. 16160.01%0.02%0.02%Q3 2014Q2 201816
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 1240.05%0.13%0.47%Q1 2015Q3 201916
Great Point Wealth Advisors, LLC 1150.07%0.20%0.44%Q4 2018Q3 202316
Presima Securities ULC 610.28%0.79%2.20%Q2 2013Q2 202016
CAPITAL GUARDIAN TRUST CO 16160.00%0.00%0.00%Q2 2013Q1 201716
HOWE & RUSLING INC 1330.01%0.01%0.01%Q2 2013Q2 201716
Cordant, Inc. 16160.91%1.31%1.78%Q4 2019Q3 202316
PEAK6 Investments LLC 710.00%0.02%0.10%Q3 2019Q3 202316
ARROWGRASS CAPITAL PARTNERS (US) LP 610.00%0.24%1.27%Q2 2013Q3 201716
AVANTAX ADVISORY SERVICES, INC. 16160.02%0.04%0.08%Q4 2019Q3 202316
BOOTHBAY FUND MANAGEMENT, LLC 710.02%0.17%0.79%Q1 2016Q2 202216
Element Wealth, LLC 16160.07%0.10%0.16%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.04%0.07%0.09%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.07%0.57%Q4 2019Q3 202316
NTV ASSET MANAGEMENT LLC 1150.06%0.11%0.15%Q2 2013Q3 202316
FIELDPOINT PRIVATE ADVISORS, INC 16160.68%1.00%3.19%Q2 2013Q1 201716
TFO Wealth Partners, LLC 16160.00%0.04%0.64%Q4 2019Q3 202316
Apriem Advisors 16160.00%0.00%0.00%Q2 2013Q1 201716
Alhambra Investment Management LLC 16160.44%2.67%4.58%Q4 2019Q3 202316
TD Capital Management LLC 16160.00%0.03%0.04%Q1 2014Q4 201716
BESSEMER GROUP INC 1410.00%0.01%0.04%Q2 2013Q4 201916
STEVENS CAPITAL MANAGEMENT LP 710.02%0.33%1.12%Q2 2013Q2 202316
Narwhal Capital Management 16160.08%0.12%0.13%Q2 2013Q1 201716
Tanglewood Wealth Management, Inc. 15150.04%0.24%0.98%Q1 2020Q3 202315
Avion Wealth 15150.00%0.00%0.01%Q1 2020Q3 202315
WESTPORT RESOURCES MANAGEMENT INC 14140.01%0.04%0.14%Q2 2013Q3 201615
Global Wealth Management Investment Advisory, Inc. 15150.00%0.02%0.06%Q4 2018Q2 202215
MURPHY CAPITAL MANAGEMENT INC 15150.03%0.04%0.06%Q4 2014Q2 201815
Risk Paradigm Group, LLC 15150.02%1.44%3.26%Q1 2015Q3 201815
BlackRock Investment Management, LLC 15150.00%0.00%0.01%Q2 2013Q4 201615
Florin Court Capital LLP 610.61%6.01%10.47%Q1 2017Q4 202215
Advisors Preferred, LLC 510.00%4.72%11.15%Q2 2014Q1 202215
QVR LLC 610.03%1.16%3.42%Q1 2018Q2 202015
HANCOCK WHITNEY CORP 1310.01%0.01%0.02%Q2 2013Q4 201715
Financial Sense Advisors, Inc. 15150.20%0.50%0.92%Q1 2016Q3 201915
Granite Investment Advisors, LLC 15150.06%0.10%0.17%Q1 2018Q3 202115
GYL FINANCIAL SYNERGIES, LLC 15150.03%0.15%0.24%Q1 2020Q3 202315
Sequoia Financial Advisors, LLC 1320.04%0.06%0.08%Q1 2017Q3 202315
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1410.00%0.00%0.04%Q1 2015Q4 201815
Aft, Forsyth & Sober, LLC 15150.00%0.01%0.06%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.01%0.02%0.06%Q1 2020Q3 202315
Summit Financial Strategies, Inc. 15150.04%0.08%0.13%Q1 2020Q3 202315
MSI Financial Services Inc 15150.08%0.13%0.22%Q2 2013Q4 201615
Evanson Asset Management, LLC 15150.13%0.21%0.30%Q1 2020Q3 202315
ARKANSAS FINANCIAL GROUP, INC. 15150.11%0.95%2.29%Q1 2020Q3 202315
AVALON CAPITAL MANAGEMENT 920.30%2.43%4.13%Q2 2013Q3 201815
Mascoma Wealth Management LLC 1050.00%0.05%0.08%Q4 2016Q4 202215
TRUSTCORE FINANCIAL SERVICES, LLC 15150.00%0.01%0.02%Q2 2019Q4 202215
BDO Wealth Advisors, LLC 910.00%0.00%0.01%Q2 2017Q2 202315
CENTRAL TRUST Co 710.00%0.00%0.01%Q1 2014Q1 202315
HGI Capital Management, LLC 1210.05%8.85%17.70%Q3 2017Q2 202115
Waratah Capital Advisors Ltd. 410.03%1.75%5.09%Q4 2016Q3 202315
First Citizens Financial Corp 1322.74%5.41%7.72%Q4 2019Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.01%Q2 2013Q4 201615
JANICZEK WEALTH MANAGEMENT, LLC 1410.00%0.01%0.07%Q4 2018Q3 202315
Advisor Group, Inc. 15150.02%0.07%0.13%Q2 2016Q4 201915
Timber Hill LLC 1010.01%0.21%2.67%Q2 2013Q1 201915
Brookstone Capital Management 1010.01%0.20%0.94%Q3 2014Q3 202315
Fieldpoint Private Securities, LLC 1110.01%0.25%0.49%Q1 2017Q1 202215
Disciplined Investments, LLC 15150.04%0.08%0.14%Q4 2019Q2 202315
Prospera Financial Services Inc 1230.03%0.07%0.21%Q2 2019Q3 202315
BerganKDV Wealth Management, LLC 960.00%0.03%0.04%Q2 2018Q2 202315
GAMCO INVESTORS, INC. ET AL 1050.00%0.00%0.00%Q2 2019Q3 202315
Independent Family Office, LLC 870.46%0.68%0.87%Q4 2019Q3 202315
SII INVESTMENTS INC/WI 1040.02%0.04%0.07%Q2 2013Q4 201614
SIGNATUREFD, LLC 510.00%0.02%0.07%Q2 2013Q3 202314
UBS OCONNOR LLC 310.00%0.02%0.08%Q2 2013Q3 201814
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Evercore Wealth Management, LLC 1220.00%0.01%0.01%Q2 2014Q4 201714
Capula Management Ltd 310.00%0.38%1.40%Q4 2019Q3 202214
Platform Technology Partners 1040.12%0.21%0.38%Q1 2020Q3 202314
Mutual Advisors, LLC 810.02%0.20%0.52%Q3 2018Q3 202314
AMERICAN CENTURY COMPANIES INC 14140.00%0.01%0.02%Q3 2016Q4 201914
WESPAC Advisors, LLC 610.26%0.92%2.56%Q4 2016Q3 202214
Magnus Financial Group LLC 14140.46%1.23%1.83%Q2 2020Q3 202314
Stamos Capital Partners, L.P. 14140.18%0.95%1.89%Q2 2020Q3 202314
Nuveen Asset Management, LLC 1010.00%0.05%0.25%Q4 2013Q4 202214
AMARILLO NATIONAL BANK 1110.07%0.27%0.38%Q1 2014Q4 201914
FIRST FINANCIAL CORP /IN/ 14140.00%0.13%0.34%Q2 2020Q3 202314
Plante Moran Financial Advisors, LLC 710.00%0.01%0.04%Q2 2013Q2 202314
Whitegate Investment Counselors, Inc. 14140.68%1.15%1.63%Q2 2020Q3 202314
J. W. Coons Advisors, LLC 14140.06%0.09%0.10%Q2 2020Q3 202314
Pictet North America Advisors SA 730.06%0.26%0.45%Q2 2015Q3 202314
Bank Julius Baer & Co. Ltd, Zurich 14140.00%0.02%0.05%Q1 2020Q2 202314
Realta Investment Advisors 910.02%0.06%0.13%Q1 2019Q3 202314
Crewe Advisors LLC 1010.01%0.01%0.03%Q4 2017Q3 202213
MARINER INDEPENDENT ADVISOR NETWORK, LLC 520.06%0.39%0.79%Q2 2014Q2 201813
HL FINANCIAL SERVICES LLC 920.00%0.04%0.12%Q2 2013Q1 201913
Capital Investment Advisory Services, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
QCM Cayman, Ltd. 210.10%0.51%2.67%Q3 2013Q1 202113
J.W. COLE ADVISORS, INC. 810.02%0.05%0.13%Q4 2019Q3 202313
Hexagon Capital Partners LLC 13130.12%0.19%0.23%Q3 2020Q3 202313
FLOW TRADERS U.S. LLC 610.00%0.08%0.47%Q3 2013Q1 202313
Parametric Risk Advisors LLC 13131.24%1.58%1.88%Q2 2013Q2 201613
Verition Fund Management LLC 410.01%0.04%0.10%Q4 2013Q3 202313
AVIANCE CAPITAL MANAGEMENT, LLC 850.06%0.26%0.50%Q2 2013Q3 201613
Virtus Fund Advisers, LLC 13130.00%0.00%0.00%Q2 2014Q2 201713
Schonfeld Strategic Advisors LLC 610.00%0.16%0.84%Q2 2018Q3 202313
REAL ESTATE MANAGEMENT SERVICES LLC 1030.07%1.61%4.28%Q3 2013Q2 201813
JOHNSON INVESTMENT COUNSEL INC 710.01%0.01%0.02%Q2 2013Q2 201913
Kestra Advisory Services, LLC 13130.02%0.02%0.04%Q3 2020Q3 202313
PRIVATE TRUST CO NA 760.01%0.05%0.16%Q1 2013Q3 202313
BOKF, NA 1030.01%0.01%0.01%Q1 2016Q4 201913
Ancora Advisors LLC 1210.00%0.00%0.00%Q4 2016Q3 202313
SVB WEALTH LLC 1210.00%0.00%0.01%Q2 2019Q4 202213
NatWest Group plc 1010.02%0.15%0.36%Q2 2013Q1 201613
COUNTRY TRUST BANK 510.00%0.01%0.06%Q4 2015Q1 202213
Advocacy Wealth Management Services, LLC 13130.01%1.45%3.38%Q4 2015Q4 201813
10-15 ASSOCIATES, INC. 13130.09%0.25%0.44%Q2 2013Q2 201613
CAHABA WEALTH MANAGEMENT, INC. 1110.03%0.52%2.15%Q3 2017Q4 202113
Newbridge Financial Services Group, Inc. 13130.00%0.02%0.04%Q3 2020Q3 202313
NAVELLIER & ASSOCIATES INC 410.07%0.49%3.84%Q3 2012Q2 202213
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1210.00%0.00%0.00%Q4 2016Q3 202313
Keeley-Teton Advisors, LLC 720.01%0.02%0.02%Q1 2017Q1 202213
Running Point Capital Advisors, LLC 12120.29%1.55%2.46%Q4 2020Q3 202312
Matthew Goff Investment Advisor, LLC 12120.35%1.36%2.19%Q4 2020Q3 202312
Allegheny Financial Group LTD 12121.14%1.46%2.14%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12120.11%0.17%0.29%Q4 2020Q3 202312
Higher Moment Capital LP 413.73%9.00%19.44%Q2 2014Q4 201812
Certified Advisory Corp 1110.01%0.02%0.02%Q4 2017Q1 202112
SCHRODER INVESTMENT MANAGEMENT GROUP 710.00%0.02%0.06%Q4 2014Q3 202312
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1110.00%0.14%0.37%Q4 2019Q3 202312
Ausdal Financial Partners, Inc. 12120.09%0.15%0.22%Q4 2015Q3 201812
Rodgers & Associates, LTD 12120.23%0.33%0.48%Q4 2020Q3 202312
RPg Family Wealth Advisory, LLC 710.01%0.15%1.58%Q4 2015Q2 202012
NWK Group, Inc. 12120.00%0.03%0.07%Q4 2019Q3 202212
Regal Wealth Group, Inc. 12120.01%0.03%0.06%Q4 2015Q3 201812
INSIGHT 2811, INC. 610.45%0.77%1.35%Q4 2014Q1 202212
METROPOLITAN LIFE INSURANCE CO/NY 12120.13%0.14%0.14%Q2 2013Q1 201612
StoneX Group Inc. 12120.07%0.20%0.40%Q1 2019Q4 202112
Point72 Asset Management, L.P. 310.01%0.13%0.30%Q3 2014Q3 202312
ADAMS DIVERSIFIED EQUITY FUND, INC. 12120.56%0.98%2.40%Q2 2013Q1 201612
Fort Point Capital Partners LLC 1010.14%1.32%2.92%Q4 2013Q1 202212
Bayesian Capital Management, LP 410.05%0.17%0.43%Q2 2017Q3 202312
JNBA Financial Advisors 12120.00%0.00%0.01%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.03%Q2 2013Q1 201612
Laurel Wealth Advisors, Inc. 510.06%0.16%0.22%Q1 2016Q4 202212
Olympiad Research LP 12120.15%1.03%2.36%Q4 2019Q3 202212
RAYMOND JAMES TRUST N.A. 1110.01%0.02%0.03%Q4 2017Q1 202112
HHM Wealth Advisors, LLC 840.00%0.01%0.04%Q1 2020Q3 202312
BALDWIN BROTHERS LLC/MA 12120.00%0.01%0.01%Q1 2021Q4 202312
Tower Wealth Partners, Inc. 12120.21%0.31%0.40%Q4 2020Q3 202312
Capital Asset Advisory Services LLC 12120.00%0.00%0.01%Q4 2019Q3 202212
CIBC WORLD MARKETS CORP 810.00%3.84%6.47%Q2 2015Q3 202312
ROWLAND CARMICHAEL ADVISORS INC /ADV 12120.01%0.03%0.12%Q1 2016Q4 201812
Integrated Advisors Network LLC 12120.02%0.17%0.32%Q4 2020Q3 202312
Qube Research & Technologies Ltd 810.00%0.14%0.59%Q4 2018Q3 202312
Laurion Capital Management LP 210.01%0.11%0.39%Q2 2015Q3 202212
SOA Wealth Advisors, LLC. 12120.69%1.23%1.54%Q4 2020Q3 202312
LOEB PARTNERS CORP 630.08%0.23%0.82%Q2 2013Q4 201812
Wealth Dimensions Group, Ltd. 12120.10%0.21%0.35%Q4 2020Q3 202312
SlateStone Wealth, LLC 11110.12%0.23%0.32%Q3 2020Q1 202311
B. Riley Wealth Management, Inc. 410.00%0.04%0.17%Q1 2014Q2 202211
D.B. Root & Company, LLC 810.07%0.36%1.19%Q4 2017Q4 202111
Personal Wealth Partners 11110.23%0.26%0.30%Q3 2019Q1 202211
HBK Sorce Advisory LLC 11110.04%0.08%0.11%Q1 2016Q3 201811
Compagnie Lombard Odier SCmA 810.00%0.01%0.01%Q1 2014Q3 202311
TRUEWEALTH LLC 11110.12%0.20%0.32%Q4 2017Q2 202011
Baker Avenue Asset Management, LP 410.00%0.16%1.54%Q2 2013Q3 202311
MACROVIEW INVESTMENT MANAGEMENT LLC 910.00%0.08%0.37%Q3 2014Q3 202311
Shepherd Financial Partners LLC 11110.21%0.25%0.30%Q2 2017Q4 201911
RiverFront Investment Group, LLC 650.14%0.76%2.10%Q3 2009Q2 201211
Capital Wealth Planning, LLC 610.02%0.10%0.20%Q3 2013Q1 202011
HBW ADVISORY SERVICES LLC 11110.14%0.19%0.25%Q2 2020Q4 202211
Cresset Asset Management, LLC 920.00%0.03%0.13%Q4 2018Q3 202311
REGENTATLANTIC CAPITAL LLC 11110.02%0.04%0.07%Q1 2020Q3 202211
TIEDEMANN ADVISORS, LLC 11110.01%0.02%0.02%Q4 2018Q2 202111
Brookmont Capital Management 920.21%1.98%2.49%Q2 2013Q4 201911
Hanson & Doremus Investment Management 830.00%0.01%0.02%Q4 2016Q2 202211
Astor Investment Management LLC 11111.47%3.49%4.86%Q1 2014Q3 201611
Bogart Wealth, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
United Asset Strategies, Inc. 610.05%0.09%0.16%Q2 2019Q3 202211
Cynosure Group, LLC 11110.35%0.64%0.93%Q1 2020Q3 202211
CURIAN CAPITAL LLC 11110.03%0.05%0.08%Q2 2013Q4 201511
Edgestream Partners, L.P. 610.02%0.05%0.09%Q3 2019Q1 202311
Dynamic Advisor Solutions LLC 710.01%0.06%0.23%Q4 2016Q3 202311
Bluefin Trading, LLC 210.00%0.08%0.29%Q3 2013Q3 201811
Wealth Enhancement & Preservation of GA, LLC 11110.26%0.53%1.99%Q1 2020Q3 202211
Sierra Capital LLC 11110.08%0.09%0.11%Q1 2021Q3 202311
HUTCHENS INVESTMENT MANAGEMENT INC 430.00%0.83%1.60%Q4 2014Q4 201711
SIMPLEX TRADING, LLC 310.00%0.05%0.27%Q1 2015Q4 202211
Krilogy Financial LLC 910.00%0.01%0.02%Q3 2015Q3 201811
Bard Financial Services, Inc. 11110.02%0.03%0.04%Q4 2020Q2 202311
SHINE INVESTMENT ADVISORY SERVICES INC 11110.02%0.23%0.80%Q1 2018Q3 202011
Spire Wealth Management 11110.00%0.01%0.04%Q1 2021Q3 202311
EXENCIAL WEALTH ADVISORS, LLC 510.03%0.04%0.07%Q1 2013Q4 202211
Tradewinds Capital Management, LLC 1010.00%0.00%0.01%Q3 2016Q1 202211
CT Financial Advisors LLC 1010.13%0.15%0.18%Q1 2014Q1 201711
Silverleafe Capital Partners, LLC 10100.30%1.28%2.55%Q4 2017Q1 202010
EPG Wealth Management LLC 520.00%0.01%0.02%Q4 2019Q3 202310
MACQUARIE GROUP LTD 710.00%0.00%0.02%Q3 2014Q3 202010
TIAA CREF INVESTMENT MANAGEMENT LLC 640.00%0.01%0.01%Q3 2015Q2 201810
PDT Partners, LLC 310.01%0.11%0.49%Q4 2013Q4 201710
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
VICTORY CAPITAL MANAGEMENT INC 10100.00%0.00%0.01%Q4 2014Q1 201710
CONTINENTAL ADVISORS LLC 620.08%1.14%2.36%Q4 2014Q3 201710
Bellwether Advisors, LLC 10100.02%0.06%0.08%Q4 2020Q1 202310
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 10100.02%0.02%0.02%Q3 2013Q4 201510
PDS Planning, Inc 610.04%0.14%0.19%Q3 2018Q4 202110
Institute for Wealth Management, LLC. 610.01%2.18%6.80%Q2 2013Q2 202210
Human Investing LLC 10100.00%0.00%0.01%Q4 2018Q1 202110
Abbrea Capital, LLC 10100.07%0.10%0.14%Q4 2017Q1 202010
Miracle Mile Advisors, LLC 910.01%0.09%0.38%Q4 2019Q3 202310
Quantbot Technologies LP 610.09%0.15%0.24%Q4 2019Q3 202310
Adelante Capital Management LLC 410.00%0.20%1.22%Q4 2013Q4 202010
Delos Wealth Advisors, LLC 10100.07%2.20%3.67%Q2 2021Q3 202310
Hudson Bay Capital Management LP 610.02%0.09%0.19%Q4 2015Q3 202310
Tuttle Capital Management, LLC 410.31%2.81%7.64%Q4 2014Q3 201910
Peak Capital Management LLC 10100.52%0.86%1.05%Q2 2017Q3 201910
ALERUS FINANCIAL NA 310.02%0.18%0.54%Q2 2017Q1 202310
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 640.00%0.00%0.00%Q2 2013Q1 201810
Cerity Partners LLC 910.00%0.01%0.05%Q4 2019Q3 202310
Rampart Investment Management Company, LLC 820.00%0.28%0.74%Q1 2018Q3 202010
PSI Advisors, LLC 910.00%0.00%0.00%Q4 2019Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.01%0.02%Q2 2018Q3 202010
Iron Horse Wealth Management, LLC 640.00%0.00%0.00%Q4 2020Q3 202310
CHILTON CAPITAL MANAGEMENT LLC 10100.25%0.30%0.38%Q2 2021Q3 202310
BANK OF NOVA SCOTIA 320.03%0.28%1.10%Q4 2015Q1 202310
Commonwealth Financial Services, LLC 10100.06%2.66%10.10%Q4 2014Q1 201710
JFS WEALTH ADVISORS, LLC 990.24%0.32%0.52%Q3 2021Q3 20239
Maven Securities LTD 810.02%0.09%0.29%Q2 2021Q3 20239
EP Wealth Advisors, LLC 410.00%0.01%0.03%Q4 2018Q4 20229
Alpine Global Management, LLC 210.00%0.63%3.27%Q2 2014Q2 20239
Swan Global Investments, LLC 610.00%0.01%0.02%Q1 2015Q1 20209
Hilltop Holdings Inc. 410.03%0.04%0.06%Q1 2018Q3 20219
Psagot Value Holdings Ltd. / (Israel) 990.00%0.06%0.15%Q3 2021Q3 20239
BBVA USA Bancshares, Inc. 540.01%0.02%0.04%Q2 2013Q4 20209
Berkshire Money Management, Inc. 991.47%3.24%5.56%Q4 2015Q4 20179
Milestone Advisory Partners 990.36%0.42%0.48%Q4 2017Q4 20199
Westside Investment Management, Inc. 610.00%0.01%0.01%Q1 2017Q1 20209
Asset Management One Co., Ltd. 810.01%0.02%0.02%Q4 2020Q1 20239
RAND WEALTH, LLC 990.03%0.07%0.10%Q4 2014Q4 20169
Clear Creek Financial Management, LLC 990.05%0.47%1.46%Q3 2021Q3 20239
GREAT WEST LIFE ASSURANCE CO /CAN/ 990.00%0.00%0.00%Q2 2013Q2 20159
Stearns Financial Services Group 990.01%0.01%0.01%Q3 2018Q3 20209
Aft, Forsyth & Sober, LLC 720.09%0.44%2.44%Q2 2021Q3 20239
Euclid Advisors LLC 310.22%0.28%0.45%Q3 2013Q2 20169
Freedom Investment Management, Inc. 210.02%0.07%0.14%Q2 2013Q2 20239
FLAGSTAR ADVISORS INC 990.10%0.22%0.28%Q3 2021Q3 20239
LifePlan Financial Group, Inc 990.00%0.02%0.03%Q3 2018Q3 20209
Argentus Capital Management, LLC 550.06%0.34%0.48%Q3 2015Q3 20169
PRINCIPAL FINANCIAL GROUP INC 320.00%0.00%0.01%Q4 2019Q4 20229
Cambria Investment Management, L.P. 990.55%1.20%1.70%Q3 2017Q3 20199
EDMOND DE ROTHSCHILD HOLDING S.A. 990.00%0.00%0.00%Q2 2015Q2 20179
Waverly Advisors, LLC 990.01%0.02%0.03%Q3 2013Q3 20159
Strategic Wealth Partners, Ltd. 630.01%0.22%0.58%Q4 2017Q1 20209
Emerson Wealth, LLC 630.06%0.11%0.24%Q4 2018Q2 20229
Visionary Asset Management, Inc. 990.07%0.11%0.18%Q1 2014Q1 20169
Itau Unibanco Holding S.A. 630.02%0.04%0.06%Q3 2016Q3 20239
CREDIT AGRICOLE S A 410.00%0.01%0.05%Q3 2014Q1 20219
CSat Investment Advisory, L.P. 990.01%0.06%0.12%Q2 2018Q2 20209
FIFTH THIRD SECURITIES, INC. 510.36%0.49%0.83%Q4 2016Q4 20219
CI INVESTMENTS INC. 990.00%0.53%1.18%Q2 2016Q2 20189
Pacifica Partners Inc. 990.06%0.09%0.11%Q4 2021Q4 20239
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 710.35%1.58%4.28%Q3 2013Q4 20158
CARDIFF PARK ADVISORS, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
LCNB CORP 880.12%0.13%0.14%Q4 2020Q3 20228
Newfoundland Capital Management 310.14%0.73%1.56%Q1 2017Q2 20208
TCM Advisors, LLC 880.44%1.68%2.57%Q4 2021Q3 20238
PGIM Custom Harvest LLC 440.05%0.07%0.09%Q4 2020Q3 20238
Stelac Advisory Services LLC 610.19%0.59%0.94%Q4 2012Q3 20238
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 610.01%0.08%0.16%Q1 2021Q4 20228
Close Asset Management Ltd 880.00%0.01%0.01%Q4 2016Q3 20188
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
American Investment Services, Inc. 510.09%0.11%0.13%Q1 2014Q2 20178
Foundations Investment Advisors, LLC 530.08%2.59%8.79%Q4 2018Q2 20218
Stratos Wealth Advisors, LLC 610.02%0.06%0.08%Q1 2020Q3 20238
Viewpoint Capital Management LLC 880.22%0.27%0.30%Q4 2021Q3 20238
GREAT VALLEY ADVISOR GROUP, INC. 880.01%0.02%0.02%Q2 2021Q1 20238
Financial Services Advisory Inc 620.88%3.99%13.65%Q3 2018Q4 20218
HABERER REGISTERED INVESTMENT ADVISOR INC 880.02%0.05%0.08%Q2 2013Q1 20158
ETFIDEA, LLC 880.14%0.17%0.20%Q4 2021Q3 20238
BROWN BROTHERS HARRIMAN & CO 410.00%0.00%0.00%Q4 2013Q4 20208
Geller Advisors LLC 882.60%4.35%6.15%Q2 2018Q1 20208
Perfromance Wealth Partners, LLC 880.01%0.03%0.03%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 880.20%0.24%0.28%Q4 2021Q3 20238
Rather & Kittrell, Inc. 880.56%1.30%2.07%Q4 2021Q3 20238
Woodson Capital Management, LP 882.15%6.28%8.92%Q1 2017Q4 20188
PFG Advisors 440.02%0.06%0.09%Q1 2021Q2 20238
Kingsview Wealth Management, LLC 410.00%0.01%0.02%Q2 2020Q2 20228
Pinnacle Family Advisors, LLC 410.33%2.50%4.56%Q3 2017Q1 20238
MARYLAND CAPITAL ADVISORS INC. 880.04%0.05%0.06%Q4 2021Q3 20238
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q1 2021Q1 20238
Stonehage Fleming Financial Services Holdings Ltd 610.02%0.03%0.06%Q1 2015Q4 20188
Tactical Allocation Group LLC 621.34%2.77%6.95%Q2 2013Q2 20168
BAIRD ROBERT W & CO INC /WI/ 880.01%0.03%0.10%Q2 2013Q1 20158
Patten Group, Inc. 710.00%0.00%0.00%Q4 2014Q4 20168
Gould Capital, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
MOORE CAPITAL MANAGEMENT, LP 310.03%0.25%0.58%Q2 2013Q2 20238
Fortress Investment Group LLC 420.01%1.43%6.25%Q2 2013Q1 20198
Aptus Capital Advisors, LLC 530.00%0.00%0.01%Q4 2019Q3 20238
Baron Financial Group, LLC 880.00%0.00%0.01%Q3 2020Q2 20228
Almanack Investment Partners, LLC. 880.06%0.12%0.37%Q4 2020Q3 20228
Centiva Capital, LP 510.01%0.22%0.85%Q2 2019Q2 20238
UNIONVIEW, LLC 880.69%0.78%0.84%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 882.15%2.26%2.45%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.31%0.38%0.49%Q4 2021Q3 20238
Bank of Kentucky, Inc. 880.01%0.01%0.02%Q2 2013Q1 20158
GeoWealth Management, LLC 530.01%0.25%0.73%Q4 2020Q3 20238
TRUST CO OF VERMONT 880.00%0.00%0.00%Q3 2016Q2 20188
Rise Advisors, LLC 880.08%0.16%0.24%Q4 2021Q3 20238
FOX RUN MANAGEMENT, L.L.C. 410.16%0.99%2.30%Q2 2020Q3 20238
Investment Advisory Group, LLC 880.16%0.26%0.35%Q4 2021Q3 20238
TAGStone Capital, Inc. 880.91%1.07%1.22%Q4 2021Q3 20238
MCMILLION CAPITAL MANAGEMENT INC 410.01%0.01%0.02%Q2 2019Q2 20238
AGRAN LIBBIE 410.43%0.46%0.49%Q2 2013Q2 20168
TUDOR INVESTMENT CORP ET AL 420.01%0.30%1.26%Q3 2015Q2 20238
Endurance Wealth Management, Inc. 880.00%0.00%0.00%Q3 2021Q2 20238
City State Bank 880.00%0.00%0.01%Q4 2021Q3 20238
Audent Global Asset Management, LLC 880.24%0.51%0.88%Q4 2021Q3 20238
FineMark National Bank & Trust 710.00%0.00%0.00%Q2 2013Q2 20168
Missouri Trust & Investment Co 880.00%0.01%0.01%Q4 2021Q3 20238
Mirae Asset Global Investments Co., Ltd. 710.01%0.02%0.11%Q2 2012Q3 20228
HB Wealth Management, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Core Alternative Capital 880.22%2.14%2.76%Q1 2020Q4 20218
Jump Financial, LLC 510.02%0.33%1.16%Q3 2020Q2 20238
Laidlaw Wealth Management LLC 710.15%0.17%0.20%Q4 2020Q2 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.00%0.00%0.00%Q4 2021Q3 20238
NewEdge Advisors, LLC 510.00%0.02%0.06%Q3 2019Q3 20238
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 880.00%0.00%0.00%Q4 2021Q3 20238
Investors Research Corp 880.00%0.00%0.00%Q4 2021Q3 20238
Allie Family Office LLC 881.56%1.89%3.08%Q4 2021Q3 20238
DEARBORN CAPITAL MANAGEMENT LLC 885.71%7.15%9.08%Q4 2016Q3 20188
Lenox Wealth Advisors, LLC 710.00%0.00%0.00%Q4 2018Q1 20228
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 710.00%0.02%0.03%Q3 2021Q3 20238
VSR Financial Services, Inc. 610.04%0.18%0.30%Q2 2013Q2 20168
BRADLEY FOSTER & SARGENT INC/CT 880.01%0.01%0.01%Q4 2021Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.01%0.02%Q4 2016Q3 20188
Weiss Asset Management LP 310.02%1.30%2.57%Q2 2017Q2 20238
Upper Left Wealth Management, LLC 880.96%1.36%1.72%Q4 2021Q3 20238
CFM WEALTH PARTNERS LLC 430.05%0.07%0.11%Q4 2019Q1 20227
Greenland Capital Management LP 440.42%0.54%0.74%Q4 2022Q3 20237
ATHERTON LANE ADVISERS, LLC 770.13%0.15%0.17%Q2 2014Q4 20157
Key FInancial Inc 610.00%0.00%0.01%Q1 2020Q3 20237
CX Institutional 770.00%0.17%0.29%Q2 2021Q4 20227
RGT Wealth Advisors, LLC 610.10%0.90%5.03%Q3 2016Q3 20227
SYMONS CAPITAL MANAGEMENT INC 770.16%0.39%0.53%Q2 2019Q4 20207
OLD MISSION CAPITAL LLC 210.01%0.25%0.66%Q2 2019Q3 20237
Bank of New Hampshire 770.01%0.01%0.01%Q1 2022Q3 20237
FARR MILLER & WASHINGTON LLC/DC 770.03%0.04%0.04%Q2 2015Q4 20167
NEW ENGLAND SECURITIES CORP /MA/ 770.04%0.07%0.11%Q2 2013Q4 20147
WELLINGTON MANAGEMENT GROUP LLP 510.00%0.00%0.01%Q4 2014Q4 20197
Concord Wealth Partners 430.01%0.01%0.01%Q4 2021Q3 20237
INFRASTRUCTURE CAPITAL ADVISORS, LLC 610.03%0.28%1.02%Q4 2018Q2 20237
NCM Capital Management, LLC 770.14%0.31%1.18%Q4 2021Q2 20237
Harel Insurance Investments & Financial Services Ltd. 520.00%0.00%0.00%Q1 2016Q4 20177
Leonetti & Associates, LLC 413.66%4.25%6.08%Q2 2013Q3 20167
KEYBANK NATIONAL ASSOCIATION/OH 770.00%0.00%0.00%Q4 2012Q2 20147
Passaic Partners LLC 431.14%2.74%4.39%Q4 2021Q3 20237
ExodusPoint Capital Management, LP 310.00%0.06%0.11%Q2 2019Q2 20237
CENTAURUS FINANCIAL, INC. 320.02%0.07%0.12%Q3 2018Q1 20227
ATTICUS WEALTH MANAGEMENT, LLC 770.00%0.01%0.02%Q4 2019Q2 20217
Elliott Investment Management L.P. 520.77%2.05%4.33%Q1 2020Q1 20227
Caption Management, LLC 210.00%0.34%0.93%Q1 2020Q3 20227
Royal Fund Management, LLC 510.04%0.79%1.61%Q3 2017Q3 20227
TELEMUS CAPITAL, LLC 770.15%0.17%0.25%Q2 2014Q4 20157
AGF Investments LLC 770.00%0.00%0.00%Q2 2018Q4 20197
London & Capital Asset Management Ltd 770.08%0.10%0.12%Q4 2018Q2 20207
Hutchin Hill Capital, LP 310.05%0.69%1.41%Q1 2014Q3 20177
Advisory Resource Group 520.17%0.44%0.70%Q2 2019Q1 20217
Snow Park Capital Partners, LP 411.02%5.30%8.99%Q4 2017Q1 20197
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 770.80%1.31%1.74%Q2 2021Q4 20227
Quantum Capital Management, LLC / NJ 770.01%0.01%0.01%Q4 2018Q2 20207
SILVER OAK SECURITIES, INCORPORATED 770.15%0.19%0.27%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Legacy Private Trust Co. 510.05%0.20%0.28%Q1 2018Q3 20237
EWG Elevate Inc. 510.02%1.41%2.76%Q4 2019Q4 20227
Nantahala Capital Management 220.00%2.64%6.92%Q3 2013Q4 20187
Sanford Advisory Services, LLC 610.06%0.08%0.10%Q4 2020Q3 20227
RONALD BLUE & CO LLC 770.01%0.02%0.05%Q4 2015Q2 20177
REILLY FINANCIAL ADVISORS, LLC 430.00%0.00%0.00%Q2 2013Q4 20217
AT Bancorp 770.12%0.21%0.30%Q3 2016Q1 20187
OXFORD FINANCIAL GROUP, LTD. LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 770.23%0.87%2.65%Q2 2021Q4 20227
Private Capital Group, LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Horizons Wealth Management 770.01%0.01%0.01%Q2 2022Q4 20237
Citizens Business Bank 770.23%0.32%0.44%Q3 2013Q1 20157
SRS Capital Advisors, Inc. 770.00%0.00%0.00%Q4 2016Q2 20187
Interval Partners, LP 210.04%0.24%0.55%Q3 2015Q4 20227
Investments & Financial Planning, LLC 431.28%1.77%2.14%Q4 2021Q3 20237
US FINANCIAL ADVISORS, LLC 770.30%0.60%0.92%Q4 2014Q2 20167
WELCH & FORBES LLC 770.05%0.05%0.06%Q2 2013Q4 20147
MARINER INVESTMENT GROUP LLC 660.00%0.01%0.06%Q2 2013Q3 20147
Cobble Hill Financial Services, INC 773.75%4.24%5.03%Q1 2013Q3 20147
BEAM WEALTH ADVISORS, INC. 520.60%0.79%0.99%Q1 2020Q3 20227
SCS Capital Management LLC 770.08%0.17%0.22%Q1 2022Q3 20237
Naviter Wealth, LLC 770.05%1.17%2.22%Q4 2021Q2 20237
Beacon Pointe Advisors, LLC 770.00%0.01%0.01%Q3 2021Q1 20237
Placemark Investments, Inc. 770.07%0.10%0.15%Q2 2013Q4 20147
Annex Advisory Services, LLC 770.39%0.47%0.68%Q2 2013Q4 20147
Rockbridge Investment Management, LCC 770.00%0.00%0.01%Q2 2020Q4 20217
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.04%Q4 2020Q4 20227
GARRISON POINT ADVISORS, LLC 770.16%0.18%0.20%Q4 2021Q2 20237
Calamos Advisors LLC 770.00%0.01%0.01%Q3 2018Q1 20207
GRS Advisors, LLC 411.82%3.63%6.90%Q2 2013Q1 20217
Jane Street Holding, LLC 330.00%0.04%0.10%Q2 2013Q4 20137
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Field & Main Bank 660.01%0.01%0.01%Q2 2022Q3 20236
Clarus Wealth Advisors 660.00%0.11%0.21%Q2 2018Q3 20196
ZWJ INVESTMENT COUNSEL INC 420.06%0.06%0.07%Q1 2017Q1 20206
Long Pond Capital 211.45%6.70%19.57%Q2 2015Q3 20206
Prestige Wealth Management Group LLC 660.00%0.00%0.00%Q4 2018Q1 20206
Quad-Cities Investment Group, LLC 660.08%0.09%0.09%Q2 2018Q3 20196
Sunflower Bank, N.A. 660.07%0.08%0.09%Q4 2020Q1 20226
Taylor & Morgan Wealth Management, LLC 330.17%0.20%0.23%Q4 2021Q2 20236
FNY Managed Accounts LLC 210.00%0.15%0.75%Q1 2015Q1 20176
RWA WEALTH PARTNERS, LLC 660.06%0.49%0.77%Q3 2018Q4 20196
Private Vista, LLC 660.10%0.24%0.29%Q4 2018Q1 20206
Tradition Wealth Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Atlas Private Wealth Management, LLC 660.01%0.01%0.02%Q4 2019Q1 20216
OneDigital Investment Advisors LLC 330.01%0.02%0.04%Q1 2018Q4 20206
First Personal Financial Services 510.00%0.02%0.02%Q4 2015Q3 20236
Swaine & Leidel Wealth Services, LLC 510.47%0.57%0.64%Q4 2018Q3 20216
WINTON GROUP Ltd 420.01%0.02%0.04%Q4 2019Q1 20226
Taconic Capital Advisors LP 310.00%0.07%0.33%Q2 2013Q4 20216
Virtus Investment Advisers, Inc. 660.28%0.30%0.30%Q3 2016Q4 20176
Graves Light Lenhart Wealth, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
Joel Isaacson & Co., LLC 310.01%0.02%0.02%Q2 2016Q1 20226
IBEX WEALTH ADVISORS 210.04%0.06%0.09%Q4 2016Q4 20216
MERCER GLOBAL ADVISORS INC /ADV 330.00%0.00%0.00%Q4 2021Q3 20236
Crestone Asset Management LLC 660.08%0.76%1.36%Q2 2022Q3 20236
Maryland Capital Management 660.05%0.09%0.12%Q2 2013Q3 20146
STOCK YARDS BANK & TRUST CO 660.04%0.04%0.04%Q1 2014Q2 20156
Eudaimonia Partners, LLC 660.01%0.02%0.04%Q4 2019Q1 20216
THOMPSON SIEGEL & WALMSLEY LLC 510.00%0.00%0.00%Q1 2016Q3 20236
Assured Investment Management LLC 330.09%0.41%0.50%Q1 2017Q3 20176
AMG National Trust Bank 510.01%0.01%0.01%Q2 2020Q1 20226
Laird Norton Wetherby Wealth Management, LLC 310.01%0.05%0.13%Q2 2015Q1 20206
Financial Engines Advisors L.L.C. 660.00%0.00%0.00%Q3 2021Q4 20226
CABANA LLC 410.00%4.83%10.34%Q1 2019Q2 20216
One Day In July LLC 420.04%0.05%0.06%Q4 2021Q2 20236
MUNDER CAPITAL MANAGEMENT 660.01%0.01%0.01%Q2 2013Q3 20146
Gruss Capital Management LP 511.96%3.23%4.48%Q1 2015Q4 20166
F3Logic, LLC 660.04%0.11%0.14%Q3 2021Q4 20226
Cordasco Financial Network 510.00%0.01%0.03%Q4 2016Q2 20226
LVW Advisors, LLC 660.08%0.12%0.17%Q4 2014Q1 20166
PBMares Wealth Management LLC 660.17%0.34%0.53%Q4 2019Q1 20216
Edge Advisors, LLC 660.00%0.01%0.01%Q1 2017Q2 20186
Portfolio Strategies Inc 410.13%0.74%2.36%Q4 2013Q4 20176
COASTLAND CAPITAL LLC 330.53%1.51%5.50%Q2 2016Q4 20166
Sunbelt Securities, Inc. 310.00%0.18%0.39%Q4 2014Q2 20236
RVW Wealth, LLC 420.06%0.17%0.32%Q1 2019Q3 20206
MARK SHEPTOFF FINANCIAL PLANNING, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
Arrow Investment Advisors, LLC 414.37%5.16%5.78%Q1 2015Q4 20196
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Merriman Wealth Management, LLC 420.28%2.89%6.44%Q3 2013Q3 20176
Edmond de Rothschild (Europe) 660.01%0.01%0.01%Q2 2015Q3 20166
Ergoteles LLC 310.04%0.25%1.03%Q1 2021Q1 20236
CAMBRIDGE TRUST CO 510.00%0.03%0.06%Q1 2016Q4 20216
INVESTORS TRUST INC 661.78%2.02%2.21%Q2 2013Q3 20146
WINTRUST INVESTMENTS LLC 310.02%0.03%0.03%Q3 2019Q3 20216
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 211.44%2.99%6.32%Q1 2014Q2 20196
CASTLE WEALTH MANAGEMENT LLC 660.20%0.29%0.36%Q2 2022Q3 20236
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Integer Wealth Advisors Group LLC 662.64%3.30%5.05%Q4 2019Q1 20216
Tibra Equities Europe Ltd 660.36%1.00%1.41%Q2 2018Q3 20196
Avantax Planning Partners, Inc. 660.05%0.07%0.11%Q4 2016Q1 20186
NorthCoast Asset Management LLC 420.01%0.19%0.59%Q3 2018Q3 20216
KMS FINANCIAL SERVICES, INC 660.05%0.11%0.23%Q2 2013Q3 20146
Arkadios Wealth Advisors 510.01%0.02%0.03%Q4 2019Q1 20226
CITY NATIONAL BANK 510.00%0.00%0.00%Q1 2014Q3 20156
Orion Portfolio Solutions, LLC 330.00%0.00%0.01%Q4 2019Q3 20236
Pinnacle Summer Investments, Inc. 410.00%0.00%0.00%Q4 2013Q2 20155
Second Half Financial Partners, LLC 550.13%0.38%0.81%Q3 2022Q3 20235
DB Wealth Management Group, LLC 550.00%0.04%0.05%Q3 2021Q3 20225
Winthrop Advisory Group LLC 550.12%0.12%0.13%Q4 2018Q4 20195
U S GLOBAL INVESTORS INC 210.00%0.05%0.16%Q4 2016Q4 20215
Harfst & Associates, Inc. 320.00%0.01%0.01%Q2 2015Q2 20175
Wilmington Trust, National Association 550.04%0.04%0.05%Q2 2013Q2 20145
Faithward Advisors, LLC 310.00%0.00%0.00%Q2 2021Q3 20235
JET CAPITAL INVESTORS L P 212.12%3.96%5.25%Q2 2013Q1 20225
Anchor Investment Management, LLC 550.01%0.01%0.02%Q3 2017Q3 20185
AJ WEALTH STRATEGIES, LLC 310.01%0.03%0.06%Q4 2017Q2 20225
High Net Worth Advisory Group LLC 550.03%0.04%0.04%Q4 2021Q4 20225
Fulcrum Equity Management 210.01%0.12%0.23%Q1 2019Q4 20215
Ameritas Investment Company, LLC 310.00%0.00%0.01%Q1 2019Q1 20215
FIRST HORIZON CORP 410.00%0.02%0.12%Q2 2013Q2 20215
GoalVest Advisory LLC 550.00%1.01%2.28%Q1 2022Q1 20235
CALTON & ASSOCIATES, INC. 320.05%0.18%0.35%Q3 2019Q4 20215
Kore Private Wealth LLC 320.00%0.01%0.02%Q4 2018Q2 20205
Western Wealth Management, LLC 550.10%0.16%0.20%Q4 2018Q4 20195
PIERSHALE FINANCIAL GROUP, INC. 320.01%0.01%0.01%Q4 2015Q2 20235
Braver Wealth Management, LLC 210.50%1.67%2.84%Q4 2014Q3 20165
GIRARD PARTNERS LTD. 210.00%0.06%0.13%Q4 2017Q4 20225
STERNE AGEE GROUP, INC. 550.16%0.18%0.19%Q1 2014Q1 20155
Tidal Investments LLC 410.09%0.38%1.48%Q3 2019Q4 20215
D. E. Shaw & Co., Inc. 110.00%0.01%0.01%Q4 2014Q3 20205
Covington Capital Management 550.00%0.00%0.01%Q3 2021Q3 20225
Jackson, Grant Investment Advisers, Inc. 550.02%0.03%0.05%Q4 2015Q4 20165
WESLEY CAPITAL MANAGEMENT, LLC 220.36%0.76%1.21%Q3 2013Q4 20155
CIBC Private Wealth Group, LLC 320.00%0.00%0.00%Q4 2017Q2 20225
Stadion Money Management, LLC 320.04%1.03%2.14%Q1 2014Q3 20195
GPS Wealth Strategies Group, LLC 410.00%0.00%0.00%Q4 2021Q1 20235
Everett Capital Advisors UK LLP 322.89%6.24%8.97%Q2 2018Q3 20195
SPOT TRADING L.L.C. 220.01%0.12%0.23%Q2 2017Q3 20175
WEALTHSOURCE PARTNERS, LLC 410.05%0.20%0.68%Q3 2016Q2 20195
Kistler-Tiffany Companies, LLC 410.00%0.01%0.02%Q2 2013Q2 20235
Personal Capital Advisors Corp 550.00%0.00%0.00%Q2 2021Q2 20225
HIGHLAND CAPITAL MANAGEMENT LP 110.01%0.22%0.51%Q2 2016Q2 20185
Curi Wealth Management, LLC 310.01%0.06%0.17%Q4 2020Q4 20225
Moors & Cabot, Inc. 550.02%0.02%0.03%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.06%0.06%0.07%Q3 2022Q3 20235
Algebris Investments (UK) LLP 210.56%3.42%6.25%Q4 2013Q2 20165
Sutton Wealth Advisors Inc. 550.03%0.03%0.03%Q4 2018Q4 20195
FIDUCIARY TRUST INTERNATIONAL LLC 410.02%0.66%2.39%Q2 2013Q4 20185
MCKINLEY CAPITAL MANAGEMENT LLC 550.00%0.00%0.00%Q3 2016Q3 20175
Patriot Financial Group Insurance Agency, LLC 410.00%0.00%0.00%Q2 2017Q2 20215
CTC Alternative Strategies, Ltd. 410.00%0.56%2.50%Q2 2013Q2 20235
Clearwater Capital Advisors, LLC 410.03%0.10%0.14%Q3 2016Q1 20185
Dorsey Wright & Associates 310.76%1.81%4.02%Q1 2015Q3 20195
Evensky & Katz LLC 550.01%0.01%0.02%Q1 2019Q1 20205
Harvest Investment Services, LLC 410.30%0.36%0.47%Q4 2018Q1 20205
WILMINGTON TRUST CO 550.03%0.04%0.05%Q2 2013Q2 20145
BBT Capital Management, LLC 410.08%0.11%0.14%Q2 2013Q3 20145
Polar Asset Management Partners Inc. 110.01%0.22%0.43%Q4 2013Q1 20195
BlueCrest Capital Management LLP 210.02%0.22%0.59%Q3 2013Q2 20145
TimeScale Financial, Inc. 550.00%0.00%0.01%Q2 2019Q2 20205
SMITH, MOORE & CO. 410.06%0.06%0.06%Q4 2017Q3 20195
Atom Investors LP 410.54%0.73%0.87%Q1 2019Q3 20225
Wealth Quarterback LLC 310.00%2.58%3.93%Q1 1987Q4 20225
CMG Global Holdings, LLC 550.47%0.50%0.57%Q1 2021Q1 20225
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
TFC Financial Management, Inc. 550.00%0.01%0.03%Q2 2021Q2 20225
Roble, Belko & Company, Inc 550.04%0.04%0.04%Q1 2015Q1 20165
WealthPLAN Partners, LLC 210.00%0.00%0.01%Q1 2015Q2 20235
Balentine LLC 550.00%0.00%0.00%Q2 2022Q2 20235
MFA WEALTH ADVISORS, LLC 210.03%0.16%0.28%Q2 2018Q2 20205
Crosspoint Capital Strategies, LLC 210.00%0.07%0.33%Q4 2013Q4 20155
Avalon Investment & Advisory 320.02%0.02%0.02%Q2 2016Q2 20205
Beaumont Financial Partners, LLC 210.83%1.69%3.09%Q2 2013Q1 20155
VALLEY NATIONAL BANCORP 551.18%1.47%1.96%Q4 2013Q4 20145
Sonora Investment Management, LLC 310.00%0.00%0.00%Q4 2017Q3 20215
Capital Investment Advisors, LLC 410.01%0.01%0.01%Q4 2017Q1 20225
PUBLIC SECTOR PENSION INVESTMENT BOARD 210.01%0.06%0.15%Q4 2016Q3 20175
Bison Wealth, LLC 440.01%0.01%0.02%Q4 2019Q3 20204
PALO ALTO WEALTH ADVISORS, LLC 440.38%0.60%0.81%Q4 2022Q3 20234
USA FINANCIAL FORMULAS 440.00%0.00%0.01%Q3 2021Q2 20224
REBALANCE, LLC 440.21%0.25%0.29%Q4 2022Q3 20234
Windsor Capital Management, LLC 310.01%0.01%0.01%Q2 2013Q3 20154
Pine River Capital Management L.P. 110.30%0.80%1.38%Q4 2014Q3 20174
Financial & Tax Architects, LLC 440.30%0.41%0.54%Q1 2021Q4 20214
Prosperity Planning, Inc. 440.07%0.07%0.08%Q2 2021Q1 20224
Oxinas Partners Wealth Management LLC 440.16%0.18%0.20%Q3 2021Q2 20224
York Capital Management Global Advisors, LLC 220.52%6.68%10.51%Q1 2015Q2 20164
Zions Trust, National Association 440.00%0.01%0.01%Q3 2013Q2 20144
GTS SECURITIES LLC 220.01%0.02%0.03%Q2 2023Q3 20234
Homrich & Berg 440.01%0.02%0.02%Q4 2020Q3 20214
HERITAGE WEALTH MANAGEMENT, LLC 440.01%0.01%0.02%Q1 2022Q4 20224
Migdal Insurance & Financial Holdings Ltd. 310.00%0.00%0.00%Q3 2017Q3 20234
Magnetar Financial LLC 310.45%0.87%2.03%Q2 2013Q3 20164
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.01%Q1 2018Q4 20214
Integris Wealth Management, LLC 440.10%0.35%0.52%Q4 2022Q3 20234
Surevest, LLC 440.03%0.19%0.25%Q4 2021Q3 20224
Gupta Wealth Management LLC 440.00%0.00%0.01%Q2 2015Q1 20164
MIRABELLA FINANCIAL SERVICES LLP 210.14%0.60%1.09%Q2 2020Q3 20234
WealthShield Partners, LLC 310.01%0.01%0.02%Q3 2018Q3 20234
Sterling Financial Planning, Inc. 440.01%0.01%0.01%Q4 2020Q3 20214
KESTRA PRIVATE WEALTH SERVICES, LLC 440.01%0.02%0.02%Q1 2021Q4 20214
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
Salient Private Client, LLC 440.16%0.19%0.24%Q4 2017Q3 20184
JSF Financial, LLC 210.10%0.87%1.77%Q1 2019Q1 20234
Claret Asset Management Corp 440.06%0.06%0.06%Q2 2018Q1 20194
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 440.08%0.09%0.10%Q4 2022Q3 20234
Salient Capital Advisors, LLC 440.01%0.02%0.02%Q3 2016Q2 20174
ANGELES WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Steward Financial Group LLC 310.00%0.00%0.00%Q4 2021Q3 20234
EJF Capital LLC 310.02%0.04%0.08%Q2 2013Q3 20154
RVB CAPITAL MANAGEMENT LLC 210.00%1.60%3.24%Q2 2018Q2 20214
Wealth & Pension Services Group, Inc. 440.49%0.51%0.52%Q4 2018Q3 20194
CoreCap Advisors, LLC 310.01%0.05%0.09%Q4 2021Q4 20224
SYM FINANCIAL Corp 440.00%0.00%0.01%Q1 2022Q4 20224
Camarda Financial Advisors, LLC 210.01%0.03%0.07%Q1 2014Q1 20194
REDMONT WEALTH ADVISORS LLC 440.47%0.51%0.55%Q4 2021Q3 20224
Householder Group Estate & Retirement Specialist, LLC 110.04%0.05%0.08%Q4 2021Q3 20234
SG3 Management, LLC 210.07%0.29%0.54%Q1 2020Q4 20214
Financial Gravity Asset Management, Inc. 220.00%0.38%0.80%Q4 2021Q2 20234
Main Street Financial Solutions, LLC 440.04%0.04%0.04%Q2 2021Q1 20224
McNamara Financial Services, Inc. 441.20%1.38%1.60%Q4 2014Q3 20154
XR Securities LLC 110.01%0.50%1.46%Q4 2017Q1 20214
Donoghue Forlines LLC 440.42%0.59%0.74%Q4 2021Q3 20224
LEVIN CAPITAL STRATEGIES, L.P. 310.02%0.08%0.16%Q4 2013Q2 20154
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.00%0.01%Q3 2018Q2 20194
Intellectus Partners, LLC 440.00%0.00%0.00%Q3 2017Q2 20184
CHICAGO TRUST Co NA 440.07%0.07%0.07%Q3 2021Q2 20224
USAdvisors Wealth Management, LLC 441.22%1.47%1.73%Q4 2021Q3 20224
FIRST NEW YORK SECURITIES LLC /NY 110.00%0.49%1.15%Q2 2013Q3 20164
PRENTISS SMITH & CO INC 310.01%0.01%0.01%Q3 2017Q3 20184
Coston, McIsaac & Partners 440.00%0.00%0.00%Q2 2022Q1 20234
ICA Group Wealth Management, LLC 310.00%0.05%0.20%Q1 2022Q2 20234
KENNICOTT CAPITAL MANAGEMENT LLC 440.61%0.69%0.74%Q2 2021Q1 20224
Zions Bancorporation, N.A. 440.00%0.00%0.00%Q2 2021Q1 20224
Equitable Holdings, Inc. 440.00%0.00%0.00%Q2 2021Q1 20224
Better Money Decisions, LLC 310.07%0.08%0.08%Q1 2021Q2 20224
Corient Private Wealth LLC 440.04%0.06%0.10%Q4 2022Q3 20234
Tempus Wealth Planning, LLC 310.12%0.99%3.58%Q4 2019Q1 20224
Blue Chip Partners, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
V3 Capital Management, L.P. 211.80%10.46%21.67%Q2 2013Q3 20194
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
ENZI WEALTH 440.15%0.97%1.57%Q3 2022Q2 20234
Virtue Capital Management, LLC 220.02%0.10%0.21%Q4 2017Q2 20194
Golden State Wealth Management, LLC 310.01%0.02%0.02%Q1 2019Q1 20204
Privium Fund Management (UK) Ltd 441.22%1.29%1.36%Q4 2022Q3 20234
RATIONAL ADVISORS LLC 110.14%0.54%1.26%Q4 2013Q1 20164
CAPE COD FIVE CENTS SAVINGS BANK 440.04%0.05%0.07%Q4 2022Q3 20234
Independence Advisors, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
FIRST HAWAIIAN BANK 310.00%0.01%0.01%Q2 2013Q1 20194
Foundation Wealth Management, LLC 441.22%1.67%2.09%Q4 2022Q3 20234
Algebris (UK) Ltd 210.90%2.39%4.38%Q2 2017Q2 20194
Sound Income Strategies, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
ASSOCIATED BANC-CORP 440.08%0.08%0.08%Q1 2020Q4 20204
Operose Advisors LLC 440.06%0.15%0.20%Q3 2022Q2 20234
UNIQUE WEALTH, LLC 440.19%0.21%0.23%Q4 2022Q3 20234
Hedeker Wealth, LLC 210.08%0.26%0.45%Q4 2015Q4 20214
Wunderlich Capital Managemnt 440.93%0.97%0.99%Q1 2014Q4 20144
Lake Point Wealth Management 220.00%0.00%0.00%Q1 2019Q1 20204
Y-Intercept (Hong Kong) Ltd 110.02%0.12%0.20%Q1 2021Q2 20234
Green Owl Capital Management, LLC 310.00%0.03%0.10%Q4 2014Q4 20154
Full Sail Capital, LLC 440.08%0.09%0.10%Q1 2019Q4 20194
FOUNDERS FINANCIAL SECURITIES LLC 310.12%0.13%0.13%Q4 2019Q1 20224
AlphaStar Capital Management, LLC 310.24%0.28%0.37%Q3 2017Q4 20214
Avidian Wealth Solutions, LLC 310.02%0.06%0.08%Q4 2021Q3 20234
Alkeon Capital Management 441.18%1.57%1.93%Q2 2017Q1 20184
Capstone Triton Financial Group, LLC 440.45%0.53%0.64%Q4 2022Q3 20234
Affinity Capital Advisors, LLC 440.14%0.18%0.22%Q4 2019Q3 20204
683 Capital Management, LLC 220.01%0.10%0.33%Q1 2020Q2 20204
Modus Advisors, LLC 441.34%1.40%1.43%Q4 2022Q3 20234
First Allied Asset Management, Inc. 440.04%0.12%0.20%Q2 2014Q1 20154
JONES FINANCIAL COMPANIES LLLP 310.00%0.00%0.00%Q2 2021Q2 20234
Kovack Advisors, Inc. 220.11%0.26%0.36%Q2 2014Q3 20174
Trexquant Investment LP 210.02%0.07%0.14%Q2 2021Q3 20234
WEALTHFRONT Corp 440.00%0.00%0.00%Q4 2014Q3 20154
Cutter & CO Brokerage, Inc. 310.08%0.10%0.14%Q2 2014Q2 20164
SEVEN LOCKS CAPITAL MANAGEMENT LP 314.39%6.77%9.08%Q1 2014Q2 20154
CAXTON ASSOCIATES LP 110.02%0.11%0.28%Q2 2015Q2 20213
Blue Sky Asset Management, LLC 330.37%0.97%1.96%Q3 2018Q1 20193
TCF National Bank 330.02%0.02%0.03%Q3 2020Q1 20213
FinTrust Capital Advisors, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
LGT Financial Advisors LLC 210.41%0.43%0.44%Q4 2022Q3 20233
TigerShark Management, LLC 220.47%2.02%4.72%Q2 2013Q3 20133
FWL INVESTMENT MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2022Q1 20233
ROMANO BROTHERS AND COMPANY 330.03%0.03%0.03%Q3 2022Q1 20233
First Command Bank 330.02%0.02%0.02%Q4 2016Q2 20173
Centre Asset Management, LLC 330.83%0.87%0.90%Q1 2014Q3 20143
Pinion Investment Advisors, LLC 330.28%0.47%0.57%Q1 2022Q3 20223
ADAGE CAPITAL PARTNERS GP, L.L.C. 210.00%0.01%0.02%Q3 2013Q1 20233
Mariner Wealth Advisors-Madison, LLC 331.39%1.64%1.89%Q1 2013Q3 20133
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 210.00%0.01%0.01%Q1 2014Q1 20153
V Wealth Advisors LLC 330.05%0.26%0.37%Q1 2022Q3 20223
VitalStone Financial, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
First Command Financial Services, Inc. 330.01%0.02%0.02%Q4 2016Q2 20173
COWEN AND COMPANY, LLC 110.00%0.03%0.10%Q4 2019Q1 20223
SCOGGIN MANAGEMENT LP 110.05%0.96%1.50%Q3 2013Q1 20153
WASHINGTON CAPITAL MANAGEMENT, INC 330.27%0.28%0.29%Q1 2017Q3 20173
Brookfield Asset Management 330.03%0.04%0.05%Q3 2022Q1 20233
OPPENHEIMER ASSET MANAGEMENT INC. 110.00%0.01%0.03%Q4 2018Q4 20223
DIALECTIC CAPITAL MANAGEMENT, LP 210.34%0.94%1.71%Q1 2015Q3 20163
Good Life Advisors, LLC 330.08%0.09%0.09%Q2 2017Q4 20173
Atlas Private Wealth Advisors 330.00%0.00%0.00%Q2 2020Q4 20203
MYDA Advisors LLC 110.72%1.46%2.42%Q4 2017Q1 20233
HARVEST VOLATILITY MANAGEMENT LLC 211.37%1.43%1.49%Q4 2020Q4 20213
Hazelview Securities Inc. 210.07%1.08%3.00%Q3 2019Q3 20233
55I, LLC 110.01%0.04%0.10%Q1 2020Q3 20223
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.05%0.25%0.41%Q3 2016Q1 20193
Executive Wealth Management, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
River Wealth Advisors LLC 330.02%0.02%0.02%Q2 2018Q4 20183
TOMPKINS FINANCIAL CORP 330.00%0.00%0.00%Q3 2013Q1 20143
Barrett Asset Management, LLC 330.01%0.01%0.01%Q4 2016Q2 20173
Fiduciary Alliance LLC 330.05%0.06%0.06%Q4 2022Q2 20233
IPG Investment Advisors LLC 330.07%0.08%0.08%Q1 2018Q3 20183
Mattern Wealth Management LLC 330.09%1.30%1.94%Q2 2021Q4 20213
Moran Wealth Management, LLC 330.02%0.12%0.30%Q4 2022Q2 20233
Weiss Multi-Strategy Advisers LLC 110.02%0.10%0.15%Q1 2015Q3 20223
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.40%0.46%0.52%Q1 2018Q3 20183
MANAGED ACCOUNT SERVICES INC 330.06%0.06%0.06%Q1 2021Q3 20213
Bensler, LLC 210.04%0.05%0.05%Q1 2022Q2 20233
BREWIN DOLPHIN LTD 330.01%0.01%0.01%Q4 2021Q2 20223
Candlestick Capital Management LP 330.29%1.15%1.95%Q4 2019Q2 20203
AMUNDI ASSET MANAGEMENT US, INC. 210.00%0.03%0.04%Q4 2012Q3 20133
DeepCurrents Investment Group LLC 110.23%0.40%0.73%Q4 2020Q2 20223
Governors Lane LP 330.23%0.30%0.42%Q2 2017Q4 20173
Apollo Management Holdings, L.P. 210.20%0.31%0.42%Q1 2017Q1 20183
Ken Stern & Associates, Inc. 330.12%0.13%0.14%Q1 2018Q3 20183
Cardan Capital Partners, LLC 330.04%0.04%0.04%Q4 2017Q2 20183
Lee Capital Holdings LLC 330.36%1.39%3.27%Q2 2019Q4 20193
DROMS STRAUSS ADVISORS INC /MO/ /ADV 330.21%0.22%0.24%Q4 2018Q2 20193
PALLADIUM PARTNERS LLC 210.01%0.01%0.01%Q2 2013Q1 20143
SIMON QUICK ADVISORS, LLC 330.00%0.00%0.01%Q4 2020Q2 20213
Man Group plc 110.00%0.01%0.01%Q3 2020Q4 20213
CHOREO, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Corvid Peak Capital Management, LLC 210.01%1.32%3.92%Q2 2015Q4 20173
Willingdon Wealth Management 210.00%0.00%0.01%Q1 2018Q1 20193
Passport Capital, LLC 210.01%0.03%0.06%Q3 2013Q3 20163
Kohmann Bosshard Financial Services, LLC 330.05%0.06%0.10%Q1 2020Q3 20203
Ledyard National Bank 330.00%0.00%0.00%Q3 2014Q1 20153
Blueprint Investment Partners LLC 330.03%0.05%0.07%Q3 2021Q1 20223
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.04%0.09%Q1 2015Q4 20193
MIZUHO SECURITIES USA LLC 110.02%0.77%2.24%Q3 2018Q4 20193
FNY Investment Advisers, LLC 110.00%0.23%0.70%Q2 2018Q1 20233
Garda Capital Partners LP 330.00%0.09%0.15%Q1 2023Q3 20233
Cornerstone Wealth Management, LLC 210.00%0.07%0.21%Q2 2018Q2 20233
ELLIOTT MANAGEMENT CORP 211.20%1.28%1.36%Q1 2018Q1 20193
CALDWELL SUTTER CAPITAL, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
Apella Capital, LLC 330.01%0.02%0.03%Q2 2023Q4 20233
Community Bank, N.A. 330.00%0.02%0.02%Q2 2020Q4 20203
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2017Q3 20183
CIBC Asset Management Inc 210.02%0.06%0.08%Q1 2015Q3 20163
SYMPHONY ASSET MANAGEMENT LLC 210.10%0.16%0.23%Q3 2014Q1 20163
Tyler-Stone Wealth Management 210.01%0.01%0.01%Q4 2022Q3 20233
Advisor Resource Council 110.02%0.03%0.03%Q2 2021Q2 20223
SeaCrest Wealth Management, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
New Republic Capital, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Horan Securities, Inc. 330.02%0.03%0.03%Q4 2022Q2 20233
Ballentine Partners, LLC 210.00%0.00%0.00%Q2 2016Q3 20173
Antara Capital LP 210.94%1.60%2.30%Q3 2021Q4 20223
EMG Holdings, L.P. 220.08%0.19%0.31%Q2 2022Q3 20223
DOW CHEMICAL CO /DE/ 332.57%4.38%6.63%Q3 2021Q1 20223
EDGE ASSET MANAGEMENT, INC 330.00%0.00%0.01%Q1 2015Q3 20153
Segantii Capital Management Ltd 210.00%0.06%0.12%Q1 2021Q1 20233
Pinkerton Retirement Specialists, LLC 332.10%2.38%2.81%Q3 2021Q1 20223
Total Clarity Wealth Management, Inc. 210.04%0.05%0.05%Q4 2019Q4 20213
Ally Financial Inc. 330.50%0.58%0.73%Q2 2015Q4 20153
Cape Investment Advisory, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Private Advisory Group LLC 330.23%0.52%0.68%Q3 2022Q1 20233
First National Bank of South Miami 330.01%0.01%0.02%Q4 2021Q2 20223
SpiderRock Advisors, LLC 220.00%0.02%0.05%Q1 2017Q2 20173
Grey Fox Wealth Advisors, LLC 210.00%0.07%0.18%Q4 2022Q3 20233
TUCKER ASSET MANAGEMENT LLC 330.00%0.00%0.01%Q1 2023Q3 20233
CANADA PENSION PLAN INVESTMENT BOARD 210.07%0.14%0.28%Q4 2020Q2 20223
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Trust Asset Management LLC 210.01%0.01%0.01%Q3 2011Q2 20153
Bristol Advisors, LLC 110.24%0.60%0.81%Q4 2016Q2 20183
Checchi Capital Advisers, LLC 330.17%0.18%0.20%Q1 2023Q3 20233
Redhawk Wealth Advisors, Inc. 330.09%0.14%0.17%Q3 2021Q1 20223
Blackston Financial Advisory Group, LLC 330.18%0.19%0.20%Q4 2021Q2 20223
Stuart Chaussee & Associates, Inc. 210.01%0.13%0.20%Q4 2015Q3 20193
Trellus Management Company, LLC 110.21%0.59%0.87%Q3 2013Q4 20163
Parasol Investment Management, LLC 330.01%0.01%0.01%Q1 2014Q3 20143
Sand Hill Global Advisors, LLC 210.03%0.04%0.04%Q3 2022Q3 20233
SECURITY NATIONAL TRUST CO 330.00%0.00%0.00%Q2 2013Q4 20133
DUALITY ADVISERS, LP 330.37%1.68%3.88%Q2 2020Q4 20203
WEBSTER BANK, N. A. 330.00%0.00%0.01%Q4 2016Q2 20173
Independent Wealth Network Inc. 330.17%0.20%0.25%Q3 2021Q1 20223
EXCHANGE TRADED CONCEPTS, LLC 333.69%3.81%3.98%Q4 2020Q2 20213
Tilden Park Management I LLC 210.58%3.40%6.06%Q3 2018Q2 20193
VANGUARD GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
Csenge Advisory Group 110.02%0.08%0.14%Q2 2020Q1 20223
OXFORD ASSET MANAGEMENT LLP 210.04%0.04%0.04%Q3 2017Q2 20183
tru Independence LLC 210.02%0.06%0.11%Q4 2019Q4 20203
Clearview Wealth Advisors LLC 330.00%0.42%0.67%Q1 2023Q3 20233
TBH Global Asset Management, LLC 330.09%0.13%0.19%Q4 2019Q2 20203
Genesis Wealth Advisors, LLC 330.12%0.13%0.14%Q4 2014Q2 20153
Capital Bank & Trust Co 210.00%0.00%0.00%Q2 2017Q4 20193
GUARDIAN WEALTH ADVISORS, LLC / NC 330.00%0.00%0.00%Q1 2023Q3 20233
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.00%0.01%0.01%Q2 2016Q4 20163
K2 PRINCIPAL FUND, L.P. 110.07%0.72%1.64%Q4 2017Q3 20233
BOSTON PRIVATE BANK & TRUST CO 330.00%0.00%0.00%Q3 2014Q1 20153
Deer Park Road Corp 210.74%1.53%2.21%Q1 2019Q2 20203
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2013Q4 20233
PATHSTONE FAMILY OFFICE, LLC 210.02%0.06%0.13%Q2 2013Q3 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Wealth Alliance 330.13%0.14%0.14%Q2 2022Q4 20223
Regis Acquisition Inc. 330.75%1.21%1.59%Q1 2023Q3 20233
MONETA GROUP INVESTMENT ADVISORS LLC 330.01%0.01%0.01%Q1 2023Q3 20233
STEVENS CAPITAL PARTNERS 330.34%0.36%0.40%Q4 2022Q2 20233
TD Waterhouse Canada Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
AlphaCore Capital LLC 330.01%0.01%0.01%Q2 2021Q4 20213
VOYA INVESTMENT MANAGEMENT LLC 330.01%0.04%0.05%Q3 2015Q1 20163
JUMP TRADING, LLC 210.02%0.43%1.03%Q2 2019Q1 20203
Westshore Wealth, LLC 210.16%0.42%0.95%Q4 2019Q2 20213
TradeLink Capital LLC 116.12%8.02%9.87%Q4 2017Q2 20233
Black Maple Capital Management LP 222.40%5.30%8.20%Q2 2016Q3 20162
Winslow, Evans & Crocker, Inc. 220.03%0.09%0.15%Q4 2014Q1 20152
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 2228.96%29.50%30.04%Q1 2014Q2 20142
PineBridge Investments, L.P. 220.17%0.17%0.18%Q3 2015Q4 20152
B. Riley Financial, Inc. 220.05%0.05%0.06%Q3 2017Q4 20172
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 220.09%0.10%0.11%Q4 2013Q1 20142
Balboa Wealth Partners 110.12%0.29%0.45%Q3 2022Q1 20232
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2020Q3 20232
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 110.01%0.01%0.01%Q2 2016Q4 20222
RITHOLTZ WEALTH MANAGEMENT 110.31%0.35%0.39%Q4 2016Q4 20172
NAYA CAPITAL MANAGEMENT UK LTD 114.14%6.99%9.84%Q3 2023Q3 20232
CARY STREET PARTNERS ASSET MANAGEMENT LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Tradeworx Inc. 110.18%0.38%0.59%Q1 2014Q3 20142
COMMUNITY BANK SYSTEM, INC. 220.00%0.00%0.00%Q4 2013Q1 20142
Grey Owl Capital Management, LLC 221.72%1.76%1.79%Q2 2014Q3 20142
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Wealthstar Advisors, LLC 110.12%0.74%1.35%Q1 2019Q3 20212
Aris Wealth Services, Inc. 220.13%0.13%0.14%Q1 2015Q2 20152
Modera Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Strategic Financial Concepts, LLC 220.12%0.13%0.14%Q1 2023Q2 20232
GUGGENHEIM CAPITAL LLC 110.01%0.02%0.04%Q2 2013Q2 20132
Great Lakes Retirement, Inc. 220.18%0.19%0.19%Q4 2019Q1 20202
SNS Financial Group, LLC 111.32%1.56%1.80%Q1 2014Q2 20152
PRICE T ROWE ASSOCIATES INC /MD/ 110.01%0.02%0.02%Q1 2020Q1 20212
WEXFORD CAPITAL LP 220.45%0.65%0.86%Q1 2016Q2 20162
FIRST NATIONAL CORP /MA/ /ADV 220.01%0.01%0.01%Q4 2018Q1 20192
BlackRock Group LTD 220.00%0.00%0.00%Q1 2015Q2 20152
Level Financial Advisors 220.00%0.00%0.00%Q2 2023Q3 20232
PERRY CAPITAL 2211.90%12.01%12.12%Q2 2013Q3 20132
Palo Capital, Inc. 220.09%0.09%0.09%Q1 2018Q2 20182
Bridgewater Wealth & Financial Management, LLC 220.08%0.08%0.08%Q2 2016Q3 20162
Banyan Partners, LLC 220.02%0.03%0.04%Q3 2013Q4 20132
Tourbillon Capital Partners, L.P. 221.24%2.21%3.17%Q1 2014Q2 20142
Quantitative Advantage, LLC 110.86%1.11%1.35%Q2 2013Q4 20132
Headlands Technologies LLC 110.00%0.28%0.56%Q4 2022Q3 20232
Virtus ETF Advisers LLC 110.06%0.18%0.29%Q4 2016Q4 20182
Penserra Capital Management LLC 110.03%0.06%0.10%Q1 2019Q3 20192
Fluent Financial, LLC 221.58%1.80%2.02%Q4 2017Q1 20182
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.01%Q4 2020Q1 20212
M Holdings Securities, Inc. 110.02%0.05%0.08%Q3 2014Q1 20222
Outlook Wealth Advisors, LLC 220.08%0.09%0.09%Q2 2023Q3 20232
UNITED SERVICES AUTOMOBILE ASSOCIATION 221.71%1.84%1.98%Q4 2020Q1 20212
MCIA Inc 220.02%0.02%0.02%Q2 2017Q3 20172
Shay Capital LLC 110.04%0.09%0.14%Q1 2022Q3 20222
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 220.24%0.30%0.36%Q2 2022Q3 20222
Pegasus Partners Ltd. 220.10%0.17%0.24%Q3 2016Q4 20162
WBI INVESTMENTS, LLC 110.11%0.12%0.13%Q4 2017Q2 20182
Antonetti Capital Management LLC 110.01%0.01%0.01%Q2 2013Q2 20142
PATTON ALBERTSON MILLER GROUP, LLC 220.35%0.38%0.41%Q1 2015Q2 20152
Cavalier Investments, LLC 110.23%0.81%1.39%Q2 2016Q3 20192
Insight Wealth Strategies, LLC 220.16%0.18%0.20%Q2 2021Q3 20212
DG Capital Management, LLC 221.24%1.28%1.32%Q2 2015Q3 20152
Exchange Capital Management, Inc. 220.18%0.18%0.19%Q2 2016Q3 20162
Raging Capital Management, LLC 115.64%7.17%8.69%Q4 2014Q1 20162
Carlyle Group Inc. 220.01%0.01%0.01%Q4 2014Q1 20152
Ameritas Advisory Services, LLC 110.01%0.02%0.02%Q2 2022Q1 20232
Wilmington Trust Investment Management, LLC 224.66%4.71%4.77%Q2 2013Q3 20132
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.05%0.09%0.12%Q2 2013Q1 20182
Kercheville Advisors, LLC 220.14%0.18%0.23%Q4 2021Q1 20222
BKS ADVISORS, LLC 220.14%0.14%0.14%Q4 2018Q1 20192
Vestcor Inc 220.05%0.07%0.08%Q2 2022Q3 20222
SAC Capital Advisors LP 220.01%0.01%0.01%Q3 2013Q4 20132
Acorn Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Manning & Napier Group, LLC 110.02%0.04%0.06%Q3 2018Q1 20192
Naya Management LLP 220.94%0.95%0.96%Q1 2015Q2 20152
Waterfront Capital Partners, LLC 113.07%4.43%5.79%Q3 2016Q3 20232
Manchester Capital Management LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q1 2020Q4 20202
Rotella Capital Management, Inc. 110.54%0.81%1.08%Q3 2013Q1 20142
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 220.00%0.00%0.00%Q1 2023Q2 20232
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 220.21%0.35%0.48%Q2 2013Q3 20132
CreativeOne Wealth, LLC 220.03%0.07%0.11%Q3 2021Q4 20212
Perella Weinberg Partners Capital Management LP 110.60%0.89%1.19%Q2 2013Q2 20142
LEVEL FOUR FINANCIAL, LLC 220.11%0.11%0.11%Q2 2021Q3 20212
Thomasville National Bank 110.06%0.08%0.10%Q4 2013Q1 20152
Old North State Trust, LLC 220.03%0.03%0.03%Q3 2018Q4 20182
Orinda Asset Management LLC 112.07%2.77%3.47%Q2 2014Q4 20142
MAPLELANE CAPITAL, LLC 110.00%0.51%1.01%Q4 2014Q4 20142
B & T Capital Management DBA Alpha Capital Management 222.66%2.86%3.06%Q2 2013Q3 20132
DBK Financial Counsel, LLC 221.01%1.04%1.07%Q2 2022Q3 20222
Connectus Wealth, LLC 110.02%0.11%0.20%Q1 2022Q4 20222
FundX Investment Group, LLC 110.48%0.65%0.82%Q2 2019Q4 20192
KEELEY ASSET MANAGEMENT CORP 220.01%0.01%0.01%Q3 2016Q4 20162
GIRARD SECURITIES, INC. 220.18%0.20%0.21%Q2 2016Q3 20162
Gallagher Fiduciary Advisors, LLC 220.02%0.03%0.03%Q1 2023Q2 20232
FIRST CITIZENS BANK & TRUST CO 220.01%0.01%0.01%Q2 2013Q3 20132
FIFTH LANE CAPITAL, LP 110.00%0.16%0.31%Q2 2022Q4 20222
Castle Creek Arbitrage, LLC 110.24%0.33%0.42%Q4 2013Q3 20192
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2022Q3 20222
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Sorin Capital Management LLC 110.10%5.97%11.85%Q4 2014Q3 20152
Axiom Investment Management LLC 220.00%0.00%0.00%Q1 2019Q2 20192
TCWP LLC 220.00%0.03%0.06%Q4 2021Q1 20222
Venturi Wealth Management, LLC 220.54%0.54%0.54%Q4 2016Q1 20172
Argent Advisors, Inc. 220.23%0.28%0.34%Q4 2019Q1 20202
Iyo Bank, Ltd. 2210.78%13.30%15.82%Q1 2022Q2 20222
Cannon Global Investment Management, LLC 116.97%8.51%10.06%Q1 2022Q2 20232
BLUEFIN CAPITAL MANAGEMENT, LLC 220.05%0.10%0.14%Q3 2021Q4 20212
THREE BAYS CAPITAL LP 2210.71%13.50%16.30%Q2 2016Q3 20162
Banco BTG Pactual S.A. 220.77%0.80%0.82%Q3 2022Q4 20222
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q3 2019Q1 20202
Covenant Multifamily Offices, LLC 110.02%0.03%0.04%Q1 2019Q4 20192
FNY Partners Fund LP 220.01%0.01%0.02%Q4 2016Q1 20172
Procyon Advisors, LLC 220.02%0.02%0.03%Q4 2019Q1 20202
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q3 2021Q3 20222
Independent Advisor Alliance 110.16%0.27%0.38%Q1 2017Q4 20192
Lion Street Advisors, LLC 110.38%0.44%0.49%Q1 2020Q3 20202
STIFEL NICOLAUS & CO INC \MO\ 220.29%0.31%0.33%Q2 2013Q3 20132
Starwood Real Estate Securities, LLC 119.16%11.30%13.43%Q4 2013Q3 20142
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 220.04%0.04%0.04%Q1 2016Q2 20162
Verity Asset Management, Inc. 110.31%0.50%0.70%Q1 2014Q4 20142
DRW Securities, LLC 220.04%0.05%0.06%Q2 2013Q3 20132
Keel Point Advisors, LLC 110.07%0.27%0.46%Q4 2014Q4 20142
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Clal Insurance Enterprises Holdings Ltd 220.28%0.65%1.02%Q1 2015Q2 20152
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20232
Trifecta Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Financial Connections Group, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
Integrated Wealth Management 220.00%0.01%0.02%Q2 2016Q3 20162
BIP Wealth, LLC 220.02%0.03%0.04%Q1 2023Q2 20232
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.02%Q4 2019Q1 20202
Transform Wealth, LLC 220.88%0.90%0.93%Q2 2016Q3 20162
Glovista Investments LLC 110.70%1.18%1.66%Q4 2013Q4 20162
Graham Capital Management, L.P. 110.05%1.90%3.74%Q3 2013Q4 20212
Johnson Midwest Financial, LLC 2216.12%16.23%16.34%Q3 2021Q4 20212
BHF Kleinwort Benson Group S.A. 220.01%0.02%0.02%Q1 2015Q2 20152
Empyrean Capital Partners, LP 110.30%0.34%0.39%Q2 2013Q1 20162
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 220.00%0.00%0.00%Q2 2013Q3 20132
Zions Bancorporation 110.00%0.00%0.00%Q3 2015Q2 20162
D'Orazio & Associates, Inc. 220.00%0.00%0.00%Q2 2016Q3 20162
Snowden Capital Advisors LLC 221.03%1.04%1.06%Q1 2016Q2 20162
CLOVIS CAPITAL MANAGEMENT LP 112.15%7.88%13.60%Q1 2013Q4 20142
DUPONT CAPITAL MANAGEMENT CORP 110.09%0.09%0.10%Q4 2013Q1 20152
Independence Trust CO 220.26%0.26%0.27%Q4 2014Q1 20152
Addison Capital Co 220.56%0.57%0.59%Q4 2019Q1 20202
J2 Capital Management Inc 223.44%3.52%3.60%Q4 2021Q1 20222
Strategic Value Partners, LLC 226.54%6.86%7.17%Q3 2021Q4 20212
Anson Capital, Inc. 110.28%0.35%0.42%Q4 2022Q3 20232
MAPLE SECURITIES USA INC 110.80%1.16%1.53%Q1 2014Q1 20152
MACKENZIE FINANCIAL CORP 220.00%0.00%0.00%Q1 2020Q2 20202
MONTAG A & ASSOCIATES INC 110.01%0.01%0.02%Q2 2021Q2 20222
GlobalBridge, Inc. 220.12%0.14%0.16%Q4 2013Q1 20142
BlueMar Capital Management, LLC 222.71%3.42%4.13%Q1 2016Q2 20162
Granite Point Capital Management, L.P. 111.45%2.69%3.93%Q4 2019Q4 20212
Wright Fund Management, LLC 220.72%7.70%14.68%Q4 2021Q1 20222
STANCORP INVESTMENT ADVISERS INC 220.16%0.17%0.17%Q4 2014Q1 20152
Intersect Capital LLC 220.02%0.02%0.02%Q4 2014Q1 20152
SPX Gestao de Recursos Ltda 110.46%2.33%4.21%Q2 2021Q3 20232
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
Compass Efficient Model Portfolios, LLC 113.24%3.24%3.24%Q2 2013Q2 20131
KRV Capital LP 117.57%7.57%7.57%Q2 2016Q2 20161
America First Investment Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Autonomy Capital (Jersey) L.P. 112.14%2.14%2.14%Q3 2013Q3 20131
Tatro Capital, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Madison Street Partners, LLC 113.12%3.12%3.12%Q2 2013Q2 20131
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Bain Capital Public Equity Management, LLC 110.85%0.85%0.85%Q3 2017Q3 20171
JHL Capital Group LLC 113.76%3.76%3.76%Q3 2014Q3 20141
Financial Advisors Network, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
GENWORTH FINANCIAL INC 110.54%0.54%0.54%Q2 2013Q2 20131
CAAS CAPITAL MANAGEMENT LP 111.05%1.05%1.05%Q3 2023Q3 20231
Stone House Investment Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
NIEMANN CAPITAL MANAGEMENT INC 111.62%1.62%1.62%Q4 2019Q4 20191
Privium Fund Management B.V. 110.36%0.36%0.36%Q2 2023Q2 20231
F-Squared Investment Management, LLC 110.49%0.49%0.49%Q4 2014Q4 20141
Chanos & Co LP 111.61%1.61%1.61%Q4 2022Q4 20221
Ashburton (Jersey) Ltd 110.01%0.01%0.01%Q3 2017Q3 20171
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q1 2015Q1 20151
NATIXIS ADVISORS, L.P. 110.03%0.03%0.03%Q2 2013Q2 20131
Gordian Capital Singapore Pte Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
Clark Capital Management Group, Inc. 110.14%0.14%0.14%Q2 2013Q2 20131
P SCHOENFELD ASSET MANAGEMENT LP 111.15%1.15%1.15%Q1 2021Q1 20211
SCOUT CAPITAL MANAGEMENT LLC 110.62%0.62%0.62%Q4 2013Q4 20131
Pinz Capital Management, LP 113.16%3.16%3.16%Q1 2022Q1 20221
Arete Wealth Advisors, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
WealthTrust-Arizona, LLC 110.06%0.06%0.06%Q2 2013Q2 20131
Financial Advantage, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
CARLSON CAPITAL L P 110.30%0.30%0.30%Q4 2016Q4 20161
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 111.20%1.20%1.20%Q4 2013Q4 20131
Stevard, LLC 110.36%0.36%0.36%Q4 2019Q4 20191
SOUTH TEXAS MONEY MANAGEMENT LTD 110.02%0.02%0.02%Q2 2015Q2 20151
EMS Capital LP 110.06%0.06%0.06%Q1 2017Q1 20171
Goodwin Investment Advisory 110.00%0.00%0.00%Q2 2023Q2 20231
Texas Yale Capital Corp. 110.01%0.01%0.01%Q4 2021Q4 20211
Folger Hill Asset Management LP 110.08%0.08%0.08%Q3 2016Q3 20161
RUSH ISLAND MANAGEMENT, LP 110.56%0.56%0.56%Q1 2020Q1 20201
Manifold Partners, LLC 110.11%0.11%0.11%Q3 2013Q3 20131
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
ALPS ADVISORS INC 110.01%0.01%0.01%Q2 2014Q2 20141
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q1 2016Q1 20161
Miramar Fiduciary Corp 110.01%0.01%0.01%Q4 2018Q4 20181
Mosaic Family Wealth, LLC 110.31%0.31%0.31%Q1 2016Q1 20161
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 112.64%2.64%2.64%Q2 2013Q2 20131
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Aspire Private Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Alyeska Investment Group, L.P. 110.11%0.11%0.11%Q2 2019Q2 20191
Truadvice, LLC 110.13%0.13%0.13%Q1 2022Q1 20221
PACES FERRY WEALTH ADVISORS, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Paradigm Financial Advisors, LLC 110.02%0.02%0.02%Q1 2014Q1 20141
Windhaven Investment Management, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Proficio Capital Partners LLC 110.00%0.00%0.00%Q4 2015Q4 20151
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.60%0.60%0.60%Q2 2016Q2 20161
MOON CAPITAL MANAGEMENT LP 110.66%0.66%0.66%Q3 2013Q3 20131
HNP Capital LLC 110.60%0.60%0.60%Q1 2020Q1 20201
Firestone Capital Management 110.01%0.01%0.01%Q4 2019Q4 20191
SevenBridge Financial Group, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
CITIZENS & NORTHERN CORP 111.86%1.86%1.86%Q4 2016Q4 20161
Eton Park Capital Management, L.P. 110.25%0.25%0.25%Q2 2016Q2 20161
Legacy Financial Advisors, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Price Wealth, LLC 110.70%0.70%0.70%Q1 2020Q1 20201
PRUDENTIAL PLC 110.02%0.02%0.02%Q4 2021Q4 20211
Lavaca Capital LLC 110.30%0.30%0.30%Q2 2021Q2 20211
Forum Private Client Group LLC 110.16%0.16%0.16%Q2 2022Q2 20221
Paradigm, Strategies in Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Moloney Securities Asset Management, LLC 111.00%1.00%1.00%Q3 2021Q3 20211
Concorde Asset Management, LLC 110.23%0.23%0.23%Q4 2015Q4 20151
Truvestments Capital LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Arthur Zaske & Associates, LLC 111.38%1.38%1.38%Q3 2016Q3 20161
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
BANYAN CAPITAL MANAGEMENT, INC. 110.87%0.87%0.87%Q4 2018Q4 20181
Leucadia National 110.01%0.01%0.01%Q4 2022Q4 20221
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ARROWGRASS CAPITAL PARTNERS LLP 1120.02%20.02%20.02%Q1 2014Q1 20141
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
SCHAFER CULLEN CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q4 2018Q4 20181
CFS, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Fortis Capital Advisors, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Alphadyne Asset Management LP 119.54%9.54%9.54%Q1 2015Q1 20151
Mariner Wealth Advisors-Cincinnati, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
GREENUP STREET WEALTH MANAGEMENT LLC 111.81%1.81%1.81%Q4 2021Q4 20211
Questar Asset Management, Inc. 115.15%5.15%5.15%Q4 2018Q4 20181
Silver Bridge Capital Management LLC 110.10%0.10%0.10%Q2 2013Q2 20131
Force Capital Management LLC 111.92%1.92%1.92%Q2 2013Q2 20131
BARDIN HILL MANAGEMENT PARTNERS LP 110.03%0.03%0.03%Q3 2014Q3 20141
KM Capital Management Ltd. 111.81%1.81%1.81%Q3 2023Q3 20231
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q2 2016Q2 20161
Farmers & Merchants Trust Co of Chambersburg PA 110.29%0.29%0.29%Q4 2016Q4 20161
HARBERT FUND ADVISORS, INC. 114.00%4.00%4.00%Q3 2014Q3 20141
PIN OAK INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
IFG Advisory, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Clearstead Trust, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Ceros Financial Services Inc. 118.64%8.64%8.64%Q1 2019Q1 20191
Yakira Capital Management, Inc. 110.09%0.09%0.09%Q3 2017Q3 20171
Bangor Savings Bank 110.05%0.05%0.05%Q4 2014Q4 20141
Julex Capital Management, LLC 117.59%7.59%7.59%Q3 2019Q3 20191
Ground Swell Capital, LLC 111.30%1.30%1.30%Q3 2023Q3 20231
CTC Capital Management, LLC 112.76%2.76%2.76%Q4 2022Q4 20221
Moser Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Ranch Capital Advisors Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
BANK OF NOVA SCOTIA TRUST CO 110.01%0.01%0.01%Q3 2017Q3 20171
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Live Oak Investment Partners 110.00%0.00%0.00%Q3 2023Q3 20231
CEDAR CAPITAL, LLC 110.11%0.11%0.11%Q3 2016Q3 20161
Bramshill Investments, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
Anchorage Capital Group, L.L.C. 114.04%4.04%4.04%Q2 2013Q2 20131
GLG LLC 110.42%0.42%0.42%Q4 2016Q4 20161
Live Your Vision, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Holloway Wealth Management, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Mission Creek Capital Partners, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Cornerstone Planning Group LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Rathbones Group PLC 110.00%0.00%0.00%Q3 2023Q3 20231
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q2 20181
Graticule Asia Macro Advisors LLC 112.45%2.45%2.45%Q4 2015Q4 20151
Otter Creek Advisors, LLC 111.48%1.48%1.48%Q1 2018Q1 20181
Berkeley Capital Partners, LLC 110.20%0.20%0.20%Q4 2019Q4 20191
LODESTAR INVESTMENT COUNSEL LLC/IL 110.05%0.05%0.05%Q2 2018Q2 20181
Watershed Asset Management, L.L.C. 1110.30%10.30%10.30%Q3 2014Q3 20141
Samalin Investment Counsel, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
ONTARIO TEACHERS PENSION PLAN BOARD 110.02%0.02%0.02%Q1 2017Q1 20171
Momentum Advisors, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Resolute Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Overbrook Management Corp 110.12%0.12%0.12%Q1 2015Q1 20151
Centric Wealth Management 110.47%0.47%0.47%Q2 2022Q2 20221
Marathon Trading Investment Management LLC 110.03%0.03%0.03%Q3 2016Q3 20161
IFS Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
StratiFi, LLC 114.02%4.02%4.02%Q4 2014Q4 20141
Chapwood Capital Investment Management, LLC 111.74%1.74%1.74%Q4 2019Q4 20191
Charles Schwab Trust Co 110.03%0.03%0.03%Q4 2021Q4 20211
LAZARD ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q4 2013Q4 20131
qPULA Trading Management LP 110.29%0.29%0.29%Q1 2022Q1 20221
CNB Bank 110.01%0.01%0.01%Q1 2023Q1 20231
MATHER GROUP, LLC. 110.02%0.02%0.02%Q1 2020Q1 20201
Lindbrook Capital, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
OmniStar Financial Group, Inc. 110.03%0.03%0.03%Q1 2020Q1 20201
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 110.01%0.01%0.01%Q1 2018Q1 20181
Sterling Capital Management LLC 110.01%0.01%0.01%Q1 2013Q1 20131
Andalusian Capital Partners, LP 110.89%0.89%0.89%Q2 2015Q2 20151
GETCO Holding Company, LLC 110.24%0.24%0.24%Q2 2013Q2 20131
Conversant Capital LLC 119.68%9.68%9.68%Q2 2023Q2 20231
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Ironsides Asset Advisors, LLC 110.20%0.20%0.20%Q2 2014Q2 20141
ALPINE ASSOCIATES ADVISORS 110.69%0.69%0.69%Q2 2013Q2 20131
Glassy Mountain Advisors, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Essex Savings Bank 110.03%0.03%0.03%Q2 2019Q2 20191
Hunting Hill Global Capital, LLC 114.09%4.09%4.09%Q1 2023Q1 20231
WealthOne, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
Verus Financial Partners, Inc. 110.12%0.12%0.12%Q3 2020Q3 20201
Parkside Advisors LLC 110.38%0.38%0.38%Q4 2023Q4 20231
UNION SAVINGS BANK 110.04%0.04%0.04%Q2 2023Q2 20231
Polianta Ltd 113.17%3.17%3.17%Q2 2019Q2 20191
Allegis Investment Advisors, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
NBC SECURITIES, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
HMS Capital Management, LLC 110.12%0.12%0.12%Q2 2022Q2 20221
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
Arlington Capital Management, Inc. 110.39%0.39%0.39%Q4 2021Q4 20211
FIR TREE CAPITAL MANAGEMENT LP 111.20%1.20%1.20%Q3 2013Q3 20131
Johnson Financial Group, LLC 110.23%0.23%0.23%Q4 2016Q4 20161
Omnia Family Wealth, LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Quad Capital Management Advisors LLC 110.30%0.30%0.30%Q4 2017Q4 20171
FIRST INTERSTATE BANK 110.00%0.00%0.00%Q4 2016Q4 20161
Meridian Wealth Management, LLC 110.23%0.23%0.23%Q1 2020Q1 20201
Concentric Capital Strategies, LP 111.16%1.16%1.16%Q1 2022Q1 20221
Walleye Capital LLC 110.06%0.06%0.06%Q2 2021Q2 20211
AFT, FORSYTH & COMPANY, INC. 110.00%0.00%0.00%Q3 2013Q3 20131
BLACKTHORN INVESTMENT GROUP LLC 110.47%0.47%0.47%Q3 2013Q3 20131
PrairieView Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
M&R CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q4 2022Q4 20221
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
IMC-Chicago, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
SkyOak Wealth, LLC 110.11%0.11%0.11%Q4 2019Q4 20191
Oak Asset Management, LLC 110.25%0.25%0.25%Q2 2022Q2 20221
American Assets Capital Advisers, LLC 110.25%0.25%0.25%Q3 2015Q3 20151
Standard Investments LLC 110.16%0.16%0.16%Q2 2014Q2 20141
TI-TRUST, INC 110.18%0.18%0.18%Q4 2021Q4 20211
Yellowstone Partners, LLC 110.20%0.20%0.20%Q3 2017Q3 20171
EFG Asset Management (Americas) Corp. 110.02%0.02%0.02%Q3 2016Q3 20161
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
Sculptor Capital LP 110.12%0.12%0.12%Q3 2015Q3 20151
JANA PARTNERS LLC 111.06%1.06%1.06%Q1 2015Q1 20151
CHILTON INVESTMENT CO INC. 110.27%0.27%0.27%Q4 2014Q4 20141
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Elite Wealth Management, Inc. 110.24%0.24%0.24%Q4 2013Q4 20131
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Senator Investment Group LP 110.97%0.97%0.97%Q2 2016Q2 20161
RMB Capital Management, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
TLP GROUP LLC 111.65%1.65%1.65%Q3 2018Q3 20181
Colonial Trust Co / SC 110.00%0.00%0.00%Q4 2022Q4 20221
Warberg Asset Management LLC 110.11%0.11%0.11%Q4 2021Q4 20211
ZEKE CAPITAL ADVISORS, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
Luxor Capital Group, LP 111.00%1.00%1.00%Q4 2013Q4 20131
GLG INC. 110.33%0.33%0.33%Q2 2013Q2 20131
Edge Wealth Management LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Blue Door Asset Management, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
Arjuna Capital 110.05%0.05%0.05%Q3 2023Q3 20231
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
Summit X, LLC 111.55%1.55%1.55%Q3 2017Q3 20171
ABLE Financial Group, LLC 110.38%0.38%0.38%Q1 2023Q1 20231
BHR Capital LLC 115.71%5.71%5.71%Q1 2014Q1 20141
STELLIAM INVESTMENT MANAGEMENT, LP 111.96%1.96%1.96%Q1 2018Q1 20181
Madden Advisory Services, Inc. 110.08%0.08%0.08%Q2 2013Q2 20131
BEACON INVESTMENT ADVISORY SERVICES, INC. 110.07%0.07%0.07%Q4 2017Q4 20171
ADE, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
SCOPIA CAPITAL MANAGEMENT LP 112.04%2.04%2.04%Q2 2014Q2 20141
THIRD AVENUE MANAGEMENT LLC 110.09%0.09%0.09%Q1 2020Q1 20201
Visium Asset Management, LP 110.01%0.01%0.01%Q2 2013Q2 20131
WIN ADVISORS, INC 110.00%0.00%0.00%Q1 2022Q1 20221
Aries Wealth Management 115.55%5.55%5.55%Q1 2022Q1 20221
Affiance Financial, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Enterprise Trust & Investment Co 110.04%0.04%0.04%Q3 2020Q3 20201
SANDLER CAPITAL MANAGEMENT 110.59%0.59%0.59%Q1 2017Q1 20171
Financial Insights, Inc. 110.13%0.13%0.13%Q2 2021Q2 20211
LexAurum Advisors, LLC 110.90%0.90%0.90%Q3 2018Q3 20181
Arlington Partners LLC 110.03%0.03%0.03%Q1 2018Q1 20181
AXA S.A. 110.56%0.56%0.56%Q4 2016Q4 20161
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2019Q3 20191
WEALTHCARE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Paragon Capital Management Ltd 110.02%0.02%0.02%Q4 2021Q4 20211
ACCURATE INVESTMENT SOLUTIONS, INC. 110.01%0.01%0.01%Q1 2019Q1 20191
Ascension Capital Advisors, Inc. 112.99%2.99%2.99%Q3 2021Q3 20211
Connecticut Wealth Management, LLC 110.15%0.15%0.15%Q1 2023Q1 20231
SOCIETE GENERALE 110.07%0.07%0.07%Q2 2016Q2 20161
Horizon Investments, LLC 110.18%0.18%0.18%Q2 2016Q2 20161
O'Dell Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CenterStar Fund, LLC 110.14%0.14%0.14%Q4 2016Q4 20161
Principle Wealth Partners LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Gyon Technologies Capital Management, LP 110.24%0.24%0.24%Q1 2022Q1 20221
OLD MISSION CAPITAL, LLC 110.80%0.80%0.80%Q4 2020Q4 20201
ELEMENT CAPITAL MANAGEMENT LLC 113.41%3.41%3.41%Q3 2022Q3 20221
ACUTE INVESTMENT ADVISORY, LLC 111.55%1.55%1.55%Q4 2021Q4 20211
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
MOULTON WEALTH MANAGEMENT, INC 110.53%0.53%0.53%Q4 2019Q4 20191
Opera Trading Capital 110.05%0.05%0.05%Q4 2017Q4 20171
DSC Advisors, L.P. 110.80%0.80%0.80%Q1 2019Q1 20191
Patriot Wealth Management, Inc. 111.33%1.33%1.33%Q2 2013Q2 20131
SILVERBACK ASSET MANAGEMENT LLC 112.03%2.03%2.03%Q3 2014Q3 20141
ASSET PLANNING CORPORATION 110.03%0.03%0.03%Q4 2020Q4 20201
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Altium Wealth Management LLC 110.03%0.03%0.03%Q1 2019Q1 20191
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.10%0.10%0.10%Q3 2018Q3 20181
Latitude Advisors, LLC 110.10%0.10%0.10%Q3 2021Q3 20211
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BECK CAPITAL MANAGEMENT, LLC 110.26%0.26%0.26%Q3 2016Q3 20161
Booth Park Capital Management LLC 115.74%5.74%5.74%Q4 2014Q4 20141
PACIFIC FINANCIAL GROUP INC 110.00%0.00%0.00%Q4 2014Q4 20141
Centaur Capital 112.21%2.21%2.21%Q3 2017Q3 20171
GSA CAPITAL PARTNERS LLP 110.03%0.03%0.03%Q1 2023Q1 20231
Aurora Investment Managers, LLC. 110.36%0.36%0.36%Q4 2019Q4 20191
Nan Shan Life Insurance Co., Ltd. 110.12%0.12%0.12%Q2 2017Q2 20171
Segment Wealth Management, LLC 110.81%0.81%0.81%Q2 2013Q2 20131
Omega Advisors Inc. 110.47%0.47%0.47%Q3 2017Q3 20171
North Fourth Asset Management, LP 110.48%0.48%0.48%Q4 2018Q4 20181
Column Capital Advisors, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
American Trust 110.02%0.02%0.02%Q3 2022Q3 20221
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
BRANT POINT INVESTMENT MANAGEMENT LLC 112.60%2.60%2.60%Q2 2013Q2 20131
Worth Asset Management, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2016Q4 20161
SECURIAN ASSET MANAGEMENT, INC 110.04%0.04%0.04%Q3 2015Q3 20151
Crestline Management, LP 110.72%0.72%0.72%Q2 2020Q2 20201
FIRST NATIONAL BANK OF OMAHA 110.02%0.02%0.02%Q2 2019Q2 20191
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 110.10%0.10%0.10%Q3 2013Q3 20131
Jacobus Wealth Management, Inc. 110.04%0.04%0.04%Q2 2015Q2 20151
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Brand Asset Management Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Zimmer Partners, LP 110.54%0.54%0.54%Q3 2016Q3 20161
GLG Partners LP 110.12%0.12%0.12%Q4 2016Q4 20161
Flaharty Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
National Wealth Management Group, LLC 110.23%0.23%0.23%Q4 2021Q4 20211
Nalls Sherbakoff Group, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SELZ CAPITAL LLC 110.41%0.41%0.41%Q2 2016Q2 20161
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Maltin Wealth Management, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Parker Investment Management, LLC 113.75%3.75%3.75%Q3 2019Q3 20191
BOW STREET LLC 1112.92%12.92%12.92%Q1 2014Q1 20141
Catalyst Capital Advisors LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Kirkoswald Asset Management LLC 110.22%0.22%0.22%Q1 2023Q1 20231
Apertura Capital, LLC 114.06%4.06%4.06%Q4 2017Q4 20171
NewGen Asset Management Ltd 110.18%0.18%0.18%Q2 2023Q2 20231
HIGHLINE CAPITAL MANAGEMENT, L.P. 111.35%1.35%1.35%Q3 2014Q3 20141
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ISTHMUS PARTNERS, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Fusion Investment Group, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
SPRING CREEK CAPITAL LLC 110.17%0.17%0.17%Q4 2018Q4 20181
RESOURCE AMERICA, INC. 113.69%3.69%3.69%Q4 2018Q4 20181
Soros Fund Management 110.34%0.34%0.34%Q2 2018Q2 20181
All Season Financial Advisors, Inc. 113.04%3.04%3.04%Q1 2022Q1 20221
Gallagher Benefit Services, Inc. 110.10%0.10%0.10%Q4 2022Q4 20221
Lighthouse Investment Partners, LLC 110.34%0.34%0.34%Q2 2023Q2 20231
MPAM CREDIT TRADING PARTNERS L.P. 117.02%7.02%7.02%Q1 2015Q1 20151
Trilogy Capital Inc. 110.08%0.08%0.08%Q1 2020Q1 20201
Indiana Trust & Investment Management CO 110.01%0.01%0.01%Q3 2023Q3 20231
Premise Capital, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
MRCap LP 1111.02%11.02%11.02%Q2 2020Q2 20201
MKP Capital Management, L.L.C. 113.19%3.19%3.19%Q2 2021Q2 20211
MinichMacGregor Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Tekne Capital Management, LLC 117.46%7.46%7.46%Q4 2013Q4 20131
Gary Goldberg Planning Services Inc 110.00%0.00%0.00%Q1 2014Q1 20141
Castle Ridge Investment Management LP 112.10%2.10%2.10%Q3 2016Q3 20161
ANCHOR CAPITAL ADVISORS LLC 110.09%0.09%0.09%Q4 2015Q4 20151
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.23%0.23%0.23%Q2 2015Q2 20151
KNIGHT CAPITAL GROUP LLC 110.29%0.29%0.29%Q2 2013Q2 20131
CONGRESS ASSET MANAGEMENT CO /MA 110.02%0.02%0.02%Q1 2014Q1 20141
Worth Venture Partners, LLC 110.06%0.06%0.06%Q4 2016Q4 20161
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Miller Investment Management, LP 110.11%0.11%0.11%Q1 2016Q1 20161
Laffer Tengler Investments, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Brevan Howard Capital Management LP 110.15%0.15%0.15%Q3 2022Q3 20221
Evolution Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Russell Investments Group, Ltd. 110.09%0.09%0.09%Q2 2021Q2 20211
FIDUCIARY TRUST CO 110.00%0.00%0.00%Q2 2017Q2 20171
Triangle Securities Wealth Management 110.12%0.12%0.12%Q2 2013Q2 20131
Highlander Capital Management, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Strategic Family Wealth Counselors, L.L.C. 110.28%0.28%0.28%Q1 2020Q1 20201
TradeLink Global Equity LLC 110.39%0.39%0.39%Q2 2014Q2 20141
Pinnacle Wealth Advisors 110.03%0.03%0.03%Q2 2021Q2 20211
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Global Financial Private Capital, Inc 110.03%0.03%0.03%Q1 2019Q1 20191
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
BTR CAPITAL MANAGEMENT INC 110.10%0.10%0.10%Q4 2015Q4 20151
W.G. Shaheen & Associates DBA Whitney & Co 110.00%0.00%0.00%Q2 2018Q2 20181
Oakworth Capital, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Cubist Systematic Strategies, LLC 110.10%0.10%0.10%Q1 2015Q1 20151
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Community Capital Management, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lebenthal Global Advisors, LLC 110.64%0.64%0.64%Q3 2023Q3 20231
Aurora Private Wealth, Inc. 110.10%0.10%0.10%Q4 2019Q4 20191
Mount Yale Investment Advisors, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
External links

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