ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.05%Q2 2013Q3 2023111
Citadel Advisors 2710.00%0.00%0.05%Q2 2014Q3 202378
JANE STREET GROUP, LLC 39390.00%0.06%0.44%Q1 2014Q3 202372
BARCLAYS PLC 42420.00%0.02%0.53%Q2 2013Q3 202369
UBS Group AG 36360.00%0.07%0.36%Q4 2014Q3 202361
Cutler Group LLC / CA 2140.00%0.01%0.08%Q4 2015Q3 202359
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.13%Q1 2012Q3 202358
HSBC HOLDINGS PLC 47470.01%0.07%0.41%Q1 2012Q3 202352
BANK OF AMERICA CORP /DE/ 42420.00%0.02%0.08%Q2 2013Q3 202351
WELLS FARGO & COMPANY/MN 42420.00%0.03%0.08%Q2 2013Q3 202350
ROYAL BANK OF CANADA 42420.00%0.01%0.05%Q2 2013Q3 202350
CITIGROUP INC 42420.00%0.03%0.18%Q2 2013Q3 202348
Tortoise Investment Management, LLC 44440.01%0.02%0.03%Q4 2012Q3 202344
Mariner, LLC 42420.00%0.08%0.44%Q2 2013Q3 202343
TD Capital Management LLC 42420.79%4.02%23.44%Q2 2013Q3 202342
BSW Wealth Partners 42420.59%0.96%3.48%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.02%Q2 2013Q3 202342
HUNTINGTON NATIONAL BANK 42420.00%0.28%1.18%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.03%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.01%0.10%Q2 2013Q3 202342
ICONIQ Capital, LLC 4110.13%13.04%31.65%Q1 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.02%0.04%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.04%Q2 2013Q3 202342
Sageworth Trust Co 424212.59%21.44%33.50%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.03%0.08%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.04%0.10%Q2 2013Q3 202342
Allen Investment Management, LLC 42420.06%0.39%2.58%Q2 2013Q3 202342
ASPIRIANT, LLC 42420.05%0.40%3.99%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.27%2.86%Q2 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.02%0.47%1.81%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.02%0.08%0.19%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.02%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.02%0.04%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.00%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.05%0.18%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.01%0.01%0.04%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.03%0.11%Q2 2013Q3 202342
US BANCORP \DE\ 41410.00%0.03%0.04%Q3 2013Q3 202341
WELLINGTON MANAGEMENT GROUP LLP 41410.00%0.00%0.02%Q3 2013Q3 202341
FMR LLC 41410.00%0.00%0.02%Q3 2013Q3 202341
ASSETMARK, INC 3640.00%0.13%1.17%Q3 2013Q3 202340
NAPLES GLOBAL ADVISORS, LLC 40400.06%0.15%0.31%Q4 2013Q3 202340
COMERICA BANK 3910.00%0.02%0.04%Q2 2013Q3 202340
Creative Planning 2480.00%0.00%0.01%Q2 2013Q3 202340
Compagnie Lombard Odier SCmA 40400.04%0.10%0.28%Q4 2013Q3 202340
CKW FINANCIAL GROUP 40400.00%0.31%1.01%Q4 2013Q3 202340
CREDIT SUISSE AG/ 1620.00%0.01%0.19%Q1 2013Q3 202340
Sarasin & Partners LLP 40400.96%1.48%2.13%Q4 2013Q3 202340
Blue Edge Capital, LLC 40400.06%0.15%0.28%Q4 2013Q3 202340
BANQUE PICTET & CIE SA 40400.01%0.06%0.31%Q4 2013Q3 202340
SCHRODER INVESTMENT MANAGEMENT GROUP 3370.00%0.01%0.04%Q3 2013Q3 202340
CAPTRUST FINANCIAL ADVISORS 2650.00%0.02%0.16%Q2 2013Q3 202340
Hall Kathryn A. 40400.08%0.37%1.23%Q3 2013Q2 202340
GLENMEDE TRUST CO NA 20200.00%0.01%0.04%Q2 2013Q3 202340
Cambridge Investment Research Advisors, Inc. 3210.00%0.03%0.09%Q2 2013Q3 202340
CIBC Private Wealth Group, LLC 39390.00%0.01%0.01%Q1 2014Q3 202339
UNITED CAPITAL FINANCIAL ADVISORS, LLC 39390.01%0.13%0.37%Q1 2014Q3 202339
Chevy Chase Trust Holdings, LLC 39390.01%0.01%0.02%Q1 2014Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.01%0.02%0.02%Q2 2013Q4 202239
BlackRock Inc. 3630.00%0.02%0.07%Q4 2013Q3 202339
Capital Directions Investment Advisors, LLC 3170.07%0.10%0.12%Q2 2013Q4 202238
BANK HAPOALIM BM 3170.02%1.56%5.14%Q4 2013Q3 202338
STIFEL FINANCIAL CORP 26120.00%0.01%0.04%Q1 2014Q3 202338
BLAIR WILLIAM & CO/IL 3710.00%0.01%0.03%Q2 2013Q3 202338
LAZARD ASSET MANAGEMENT LLC 3410.00%0.01%0.05%Q2 2013Q3 202338
HighTower Advisors, LLC 38380.01%0.04%0.11%Q2 2014Q3 202338
Winch Advisory Services, LLC 3530.00%0.36%3.02%Q1 2014Q3 202338
PineBridge Investments, L.P. 3620.01%0.05%0.16%Q2 2013Q3 202338
ALLIANCEBERNSTEIN L.P. 37370.00%0.04%0.14%Q3 2014Q3 202337
Parallax Volatility Advisers, L.P. 1920.00%0.06%0.44%Q4 2014Q3 202037
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.01%0.05%Q2 2013Q1 202236
BNP PARIBAS FINANCIAL MARKETS 26260.00%0.20%1.44%Q2 2017Q3 202336
JUNCTURE WEALTH STRATEGIES, LLC 36360.21%1.73%3.86%Q4 2014Q3 202336
Advisory Services Network, LLC 2710.01%0.03%0.12%Q4 2013Q3 202336
Jasper Ridge Partners, L.P. 35350.02%0.36%2.37%Q1 2015Q3 202335
HIGHLAND CAPITAL MANAGEMENT, LLC 3230.04%0.12%0.42%Q4 2014Q3 202335
CLEAR INVESTMENT RESEARCH, LLC 35350.00%0.01%0.09%Q1 2015Q3 202335
NORTHERN TRUST CORP 3410.00%0.01%0.04%Q4 2014Q3 202335
Balentine LLC 35350.03%0.41%3.53%Q1 2015Q3 202335
J.P. Morgan Private Wealth Advisors LLC 2230.03%0.56%1.95%Q3 2014Q3 202335
BRIGHTON JONES LLC 35350.05%0.20%0.51%Q1 2015Q3 202335
Sequent Asset Management, LLC 35350.13%0.39%0.62%Q1 2015Q3 202335
QUADRANT CAPITAL GROUP LLC 34340.06%0.99%1.60%Q2 2015Q3 202334
Friedenthal Financial 34340.17%0.22%0.26%Q2 2015Q3 202334
Perella Weinberg Partners Capital Management LP 1410.16%7.35%24.42%Q2 2013Q4 202234
Allianz Asset Management GmbH 34340.01%0.14%0.74%Q2 2015Q3 202334
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.02%0.10%0.46%Q2 2015Q3 202334
BANK OF NOVA SCOTIA 1620.00%0.22%1.11%Q4 2014Q3 202334
Carroll Financial Associates, Inc. 2950.00%0.04%0.12%Q2 2013Q4 202134
Ameritas Investment Partners, Inc. 34340.00%0.00%0.00%Q2 2015Q3 202334
Psagot Value Holdings Ltd. 34340.01%0.19%0.93%Q2 2013Q3 202134
FIDUCIARY TRUST CO 3210.01%0.03%0.04%Q2 2015Q3 202333
TELEMUS CAPITAL, LLC 33330.06%0.30%2.03%Q3 2015Q3 202333
Courage Miller Partners, LLC 33330.18%0.29%0.33%Q3 2015Q3 202333
Raymond James Financial Services Advisors, Inc. 33330.02%0.06%0.38%Q3 2015Q3 202333
FIRST MIDWEST BANK TRUST DIVISION 33330.05%0.82%1.78%Q4 2013Q4 202133
PRUDENTIAL PLC 33330.03%0.35%1.61%Q3 2015Q3 202333
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 32320.15%0.63%2.84%Q4 2015Q3 202332
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2110.09%1.00%4.65%Q1 2014Q3 202332
WOLVERINE TRADING, LLC 410.00%0.01%0.03%Q2 2016Q1 202332
Harel Insurance Investments & Financial Services Ltd. 32320.00%0.25%0.72%Q4 2015Q3 202332
St. Louis Trust Co 32320.29%1.72%9.27%Q4 2015Q3 202332
Clarius Group, LLC 32320.26%0.66%1.38%Q4 2015Q3 202332
FRANKLIN RESOURCES INC 2110.00%0.00%0.05%Q2 2013Q3 202332
Baystate Wealth Management LLC 21110.00%3.36%13.40%Q2 2013Q3 202332
Avior Wealth Management, LLC 31310.00%0.00%0.01%Q1 2016Q3 202331
Freestone Capital Holdings, LLC 3010.01%0.16%0.53%Q4 2015Q3 202331
Meristem Family Wealth, LLC 31310.11%0.64%1.26%Q3 2014Q1 202231
Private Advisor Group, LLC 2810.01%0.12%0.25%Q3 2014Q3 202331
NATIXIS ADVISORS, L.P. 1370.00%0.04%0.23%Q1 2014Q2 202331
SIGNATUREFD, LLC 2310.00%0.07%0.20%Q3 2013Q3 202331
RPg Family Wealth Advisory, LLC 21100.03%0.15%0.36%Q4 2015Q3 202331
Atria Investments, Inc 1410.03%0.10%0.49%Q4 2014Q3 202331
Cornerstone Advisors, Inc. 30300.96%5.49%12.14%Q2 2013Q3 202030
Dorsey & Whitney Trust CO LLC 30300.33%0.80%1.12%Q2 2016Q3 202330
HANCOCK WHITNEY CORP 30300.01%0.01%0.01%Q2 2016Q3 202330
Capital Investment Advisors, LLC 30300.02%0.04%0.06%Q3 2016Q4 202330
PRUDENTIAL FINANCIAL INC 30300.00%0.01%0.04%Q2 2016Q3 202330
Fisher Asset Management, LLC 2710.00%0.00%0.01%Q2 2013Q3 202230
Regis Management CO LLC 29290.06%1.10%2.20%Q1 2013Q1 202029
CIBC WORLD MARKET INC. 29290.00%0.00%0.01%Q3 2016Q3 202329
NORTH AMERICAN MANAGEMENT CORP 29290.11%0.15%0.21%Q1 2014Q1 202129
Sigma Planning Corp 2720.02%0.19%0.71%Q1 2015Q3 202329
IFP Advisors, Inc 1710.00%0.02%0.10%Q4 2015Q3 202329
ROPES WEALTH ADVISORS LLC 29290.01%0.05%0.15%Q3 2016Q3 202329
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.01%Q2 2016Q3 202329
Polaris Wealth Advisory Group, LLC 2450.03%0.14%0.32%Q2 2016Q3 202329
Sequoia Financial Advisors, LLC 29290.19%0.88%1.86%Q3 2016Q3 202329
SEI INVESTMENTS CO 2810.00%0.01%0.03%Q4 2014Q4 202229
Summit Rock Advisors, LP 16130.46%55.60%90.59%Q2 2013Q3 202029
Sargent Bickham Lagudis LLC 28280.37%1.03%2.11%Q1 2016Q4 202228
Circle Wealth Management, LLC 28280.06%0.13%0.46%Q4 2016Q3 202328
AMG National Trust Bank 14140.02%0.05%0.09%Q3 2016Q3 202328
Banco Santander, S.A. 28280.06%0.37%1.15%Q4 2016Q3 202328
DIMENSION CAPITAL MANAGEMENT LLC 28283.59%14.21%19.69%Q4 2016Q3 202328
Fund Evaluation Group, LLC 28280.03%0.32%2.76%Q4 2016Q3 202328
NOMURA ASSET MANAGEMENT CO LTD 2080.01%0.02%0.08%Q3 2016Q3 202328
Bogart Wealth, LLC 28280.08%5.70%17.33%Q4 2016Q3 202328
Lee Financial Co 28280.26%0.52%0.67%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.01%0.15%0.37%Q4 2016Q3 202328
GenTrust, LLC 28280.04%0.09%0.17%Q4 2016Q3 202328
CPWM, LLC 28280.55%1.61%2.54%Q4 2015Q3 202228
Zurich Insurance Group Ltd/FI 28280.00%0.05%0.19%Q4 2016Q3 202328
GAM Holding AG 2710.00%0.18%0.51%Q2 2013Q1 202128
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.07%Q2 2013Q4 201927
Ausdal Financial Partners, Inc. 27270.17%2.00%5.74%Q1 2017Q3 202327
Janney Montgomery Scott LLC 27270.00%0.02%0.17%Q1 2017Q3 202327
StrategIQ Financial Group, LLC 27270.09%0.25%0.38%Q1 2017Q3 202327
Baker Avenue Asset Management, LP 2340.01%1.34%6.29%Q4 2015Q3 202327
Well Done, LLC 27270.18%0.87%1.57%Q1 2017Q3 202327
Tower Research Capital LLC (TRC) 1010.00%0.03%0.38%Q3 2014Q3 202327
THRIVENT FINANCIAL FOR LUTHERANS 22220.00%0.03%0.06%Q3 2017Q4 202227
M&T BANK CORP 1010.00%0.00%0.02%Q1 2014Q3 202326
Verger Capital Management LLC 2151.29%9.35%15.32%Q2 2016Q3 202326
Crestone Asset Management LLC 26260.65%2.23%3.79%Q2 2017Q3 202326
SUNTRUST BANKS INC 26260.02%0.08%0.11%Q2 2013Q3 201926
BUCKINGHAM STRATEGIC WEALTH, LLC 2510.05%0.08%0.17%Q4 2015Q3 202326
Cerity Partners LLC 2510.03%0.59%1.96%Q1 2017Q3 202326
FLOW TRADERS U.S. LLC 710.04%3.59%11.58%Q1 2014Q3 202326
Rinet Co LLC 26260.10%0.25%0.52%Q2 2015Q3 202126
Garde Capital, Inc. 26260.03%0.05%0.09%Q2 2017Q3 202326
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 26260.01%0.08%0.14%Q4 2013Q1 202026
New Capital Management LP 1810.15%0.98%2.14%Q4 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.05%0.22%Q2 2017Q3 202326
DOWLING & YAHNKE LLC 26260.03%0.05%0.06%Q2 2016Q3 202226
Chicago Partners Investment Group LLC 2510.02%0.03%0.06%Q4 2015Q3 202326
Haverford Trust Co 26260.02%0.02%0.06%Q2 2017Q3 202326
Clal Insurance Enterprises Holdings Ltd 1620.00%1.18%2.84%Q4 2014Q3 202325
VICTORY CAPITAL MANAGEMENT INC 2110.00%0.00%0.02%Q3 2016Q3 202325
WEATHERLY ASSET MANAGEMENT L. P. 25250.02%0.13%0.25%Q4 2015Q4 202125
Peak Financial Management, Inc. 2310.62%1.78%3.10%Q4 2015Q3 202325
MASSMUTUAL TRUST CO FSB/ADV 2110.01%0.13%0.28%Q4 2013Q4 202325
EATON VANCE MANAGEMENT 25250.00%0.00%0.00%Q3 2016Q3 202225
Valeo Financial Advisors, LLC 25250.02%0.04%0.06%Q3 2017Q3 202325
CAMBIAR INVESTORS LLC 1410.00%0.02%0.12%Q4 2016Q3 202325
CAHABA WEALTH MANAGEMENT, INC. 25250.14%0.92%1.66%Q3 2017Q3 202325
Horan Securities, Inc. 1110.02%0.06%0.12%Q3 2016Q2 202325
Hanlon Investment Management, Inc. 14110.06%0.29%2.02%Q4 2014Q2 202225
Stonehage Fleming Financial Services Holdings Ltd 1320.01%0.06%0.45%Q3 2015Q3 202325
Keel Point, LLC 2050.03%1.63%3.79%Q4 2016Q3 202325
WEST PACES ADVISORS INC. 25251.70%2.48%3.20%Q3 2017Q3 202325
CWM, LLC 1220.00%0.01%0.02%Q4 2016Q3 202325
Brightworth 2410.08%0.43%4.11%Q4 2015Q3 202225
VALLEY NATIONAL ADVISERS INC 24240.02%0.02%0.03%Q4 2017Q3 202324
NORTHWEST WEALTH MANAGEMENT, LLC 24240.12%0.33%0.65%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
Gryphon Financial Partners LLC 24240.56%1.84%2.57%Q4 2017Q3 202324
JMG Financial Group, Ltd. 24240.04%0.06%0.08%Q4 2017Q3 202324
Choate Investment Advisors 24240.00%0.02%0.08%Q4 2017Q3 202324
Corient Capital Partners, LLC 24240.24%0.79%1.69%Q3 2016Q2 202224
Global Retirement Partners, LLC 1770.00%0.03%0.21%Q3 2017Q3 202324
SYM FINANCIAL Corp 24240.29%0.65%1.45%Q4 2017Q3 202324
SHEETS SMITH WEALTH MANAGEMENT 14100.04%0.07%0.10%Q3 2017Q3 202324
Diversified Trust Co 2310.05%0.20%0.63%Q3 2013Q4 202324
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1010.00%0.04%0.28%Q4 2014Q3 202324
Stratos Wealth Partners, LTD. 1710.00%0.02%0.08%Q3 2014Q3 202324
Mutual Advisors, LLC 24240.02%0.21%0.59%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.59%0.97%1.52%Q4 2017Q3 202324
Strid Group, LLC 24240.05%0.16%0.29%Q2 2017Q1 202324
PRIO WEALTH LIMITED PARTNERSHIP 24240.01%0.03%0.04%Q4 2017Q3 202324
MEITAV INVESTMENT HOUSE LTD 24240.06%0.22%0.84%Q4 2017Q3 202324
STATE STREET CORP 24240.00%0.00%0.00%Q4 2017Q3 202324
TIEDEMANN ADVISORS, LLC 24240.23%0.60%2.03%Q4 2017Q3 202324
LAKE STREET ADVISORS GROUP, LLC 24240.12%0.22%0.50%Q4 2017Q3 202324
RETIREMENT INCOME SOLUTIONS, INC 24240.57%1.14%2.13%Q4 2017Q3 202324
First Horizon Advisors, Inc. 2210.00%0.00%0.03%Q1 2016Q3 202323
Ledyard National Bank 23230.01%0.07%0.29%Q2 2013Q4 201823
Migdal Insurance & Financial Holdings Ltd. 1920.00%0.06%0.43%Q4 2016Q3 202323
FINANCIAL CONSULATE, INC 23230.08%0.17%1.44%Q4 2017Q2 202323
Perigon Wealth Management, LLC 1210.00%0.25%1.08%Q3 2011Q3 202323
Itau Unibanco Holding S.A. 23230.06%0.42%2.21%Q2 2016Q4 202123
Montecito Bank & Trust 23230.18%0.21%0.24%Q2 2018Q4 202323
Accuvest Global Advisors 1120.16%1.71%8.06%Q2 2013Q3 202323
Fiera Capital Corp 2010.00%0.02%0.13%Q2 2013Q4 202023
Signature Financial Management, Inc. 23230.91%2.60%8.67%Q2 2013Q4 201823
PATHSTONE FAMILY OFFICE, LLC 2120.00%0.44%1.45%Q1 2017Q3 202323
Rockefeller Capital Management L.P. 23230.01%0.11%0.36%Q1 2018Q3 202323
Bison Wealth, LLC 2120.09%0.21%0.41%Q1 2015Q2 202223
FAS Wealth Partners, Inc. 23230.01%0.24%0.78%Q1 2018Q3 202323
GM Advisory Group, LLC 12100.02%0.10%0.27%Q2 2017Q3 202322
COLDSTREAM CAPITAL MANAGEMENT INC 810.01%0.03%0.08%Q2 2013Q1 202222
HOWE & RUSLING INC 2110.00%0.00%0.00%Q3 2015Q3 202322
FRONTIER INVESTMENT MGMT CO 22220.08%0.14%0.18%Q1 2015Q2 202022
BDO Wealth Advisors, LLC 1410.00%0.06%0.12%Q2 2017Q2 202322
DEUTSCHE BANK AG\ 1510.00%0.01%0.04%Q3 2013Q1 202222
VOYA INVESTMENT MANAGEMENT LLC 1610.00%0.01%0.01%Q3 2015Q3 202322
First Allied Advisory Services, Inc. 1210.01%0.34%1.06%Q2 2013Q3 202022
Sharkey, Howes & Javer 1420.04%0.14%0.28%Q3 2015Q3 202322
Brand Asset Management Group, Inc. 22220.17%0.24%0.40%Q2 2018Q3 202322
Columbus Macro, LLC 1650.07%1.31%3.67%Q4 2017Q3 202321
WestEnd Advisors, LLC 1810.00%0.11%0.74%Q3 2016Q3 202321
TCI Wealth Advisors, Inc. 21210.00%0.01%0.02%Q1 2018Q1 202321
Waverly Advisors, LLC 1920.00%0.10%0.36%Q3 2013Q3 202321
BARINGS LLC 1050.02%0.18%0.68%Q4 2017Q3 202321
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.01%Q1 2014Q3 202321
NORRIS PERNE & FRENCH LLP/MI 21210.03%0.05%0.06%Q1 2017Q1 202221
MATHER GROUP, LLC. 21210.01%0.05%0.14%Q3 2018Q3 202321
ANCHOR CAPITAL ADVISORS LLC 1910.01%0.98%19.81%Q4 2014Q3 202321
HARDING LOEVNER LP 1710.00%0.02%0.07%Q2 2013Q3 202321
Mirae Asset Global Investments Co., Ltd. 21210.02%0.22%0.66%Q3 2018Q3 202321
Cetera Advisor Networks LLC 2010.01%0.02%0.04%Q1 2013Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.04%0.48%Q3 2018Q3 202321
American Portfolios Advisors 20200.01%0.02%0.03%Q4 2017Q3 202220
Atwater Malick LLC 20201.62%2.52%4.10%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.08%0.19%0.77%Q4 2017Q4 202220
Wealth Architects, LLC 20200.07%0.12%0.17%Q4 2018Q3 202320
Wind River Trust Co 20203.59%5.14%6.90%Q4 2018Q3 202320
ALTFEST L J & CO INC 20200.08%0.61%2.29%Q4 2018Q3 202320
WealthTrust Fairport, LLC 1120.00%0.30%0.70%Q2 2013Q1 201920
NYL Investors LLC 20200.24%1.97%4.79%Q4 2018Q3 202320
MINOT CAPITAL, LP 202010.19%19.56%27.52%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.02%0.38%1.57%Q4 2018Q3 202320
ARGI Investment Services, LLC 20200.02%0.05%0.07%Q1 2018Q4 202220
Edge Capital Group, LLC 20200.03%0.48%1.20%Q4 2018Q3 202320
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 20200.10%0.17%0.35%Q3 2017Q2 202220
MV CAPITAL MANAGEMENT, INC. 20200.02%0.03%0.03%Q4 2018Q3 202320
Princeton Global Asset Management LLC 20200.05%0.49%2.05%Q4 2018Q3 202320
RFG Advisory, LLC 20200.02%0.20%0.78%Q4 2018Q3 202320
MACROVIEW INVESTMENT MANAGEMENT LLC 20200.19%1.71%4.82%Q4 2018Q3 202320
Larson Financial Group LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
SNS Financial Group, LLC 20200.43%0.63%1.19%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.30%1.00%3.52%Q4 2018Q3 202320
WADDELL & ASSOCIATES, LLC 20200.36%1.50%5.04%Q4 2018Q3 202320
AdvisorNet Financial, Inc 20200.13%0.60%1.68%Q4 2018Q3 202320
Laird Norton Wetherby Wealth Management, LLC 1820.00%0.05%0.08%Q3 2017Q3 202320
Winthrop Advisory Group LLC 20200.05%0.27%0.98%Q4 2018Q3 202320
Baird Financial Group, Inc. 1460.00%0.00%0.00%Q3 2018Q3 202320
Summit Trail Advisors, LLC 1520.05%0.14%0.35%Q4 2017Q3 202320
Disciplina Capital Management LLC 20200.00%0.67%3.16%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.14%0.26%0.63%Q4 2018Q3 202320
Clearstead Advisors, LLC 1020.01%0.11%0.96%Q4 2016Q3 202319
LexAurum Advisors, LLC 19191.28%1.60%2.22%Q1 2019Q3 202319
Gradient Investments LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
RDA Financial Network 19190.81%1.18%2.07%Q1 2019Q3 202319
VISTA CAPITAL PARTNERS, INC. 1540.03%0.06%0.08%Q2 2015Q1 202219
Waldron Private Wealth LLC 19190.03%0.83%1.26%Q1 2019Q3 202319
TWO SIGMA SECURITIES, LLC 410.00%0.07%0.42%Q4 2014Q3 202319
GREAT VALLEY ADVISOR GROUP, INC. 19190.07%1.40%3.40%Q1 2019Q3 202319
Intercontinental Wealth Advisors, LLC 19192.67%4.52%9.41%Q4 2018Q2 202319
MainStreet Investment Advisors LLC 1810.05%0.34%0.52%Q4 2018Q3 202319
Kovitz Investment Group Partners, LLC 19190.02%0.15%0.20%Q1 2019Q3 202319
Archford Capital Strategies, LLC 18180.01%0.13%0.37%Q2 2019Q3 202318
BerganKDV Wealth Management, LLC 1170.00%0.00%0.00%Q2 2018Q2 202318
Keystone Financial Group 18180.10%0.18%0.35%Q1 2018Q2 202218
BOSTON FAMILY OFFICE LLC 1620.04%0.04%0.04%Q2 2013Q3 201818
OLD MISSION CAPITAL LLC 410.13%0.79%2.24%Q4 2014Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.02%0.04%Q2 2013Q3 201718
Steward Partners Investment Advisory, LLC 18180.00%0.01%0.04%Q2 2019Q3 202318
Veritable, L.P. 910.00%0.06%0.20%Q4 2013Q2 202318
BB&T SECURITIES, LLC 1080.00%0.06%0.12%Q1 2014Q3 201918
Jacobi Capital Management LLC 18180.00%0.01%0.01%Q2 2017Q3 202118
Brinker Capital Investments, LLC 1410.00%0.18%0.38%Q4 2014Q2 202218
BROWN BROTHERS HARRIMAN & CO 1350.00%0.00%0.01%Q2 2014Q3 202318
Barrington Strategic Wealth Management Group LLC 18181.19%1.52%2.30%Q2 2013Q3 201718
AE Wealth Management LLC 18180.01%0.05%0.12%Q2 2019Q3 202318
SVB WEALTH LLC 18180.00%0.04%0.10%Q2 2019Q3 202318
Regal Investment Advisors LLC 1010.02%0.05%0.10%Q3 2018Q3 202318
COLONY GROUP LLC 1170.01%0.04%0.16%Q3 2018Q3 202318
Arlington Partners LLC 1440.26%2.15%7.44%Q1 2018Q2 202318
TEXAS TREASURY SAFEKEEPING TRUST CO 17111.96%24.96%39.25%Q1 2018Q3 202218
WEALTHSOURCE PARTNERS, LLC 1530.02%0.16%1.06%Q1 2019Q3 202318
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 18180.00%0.00%0.00%Q2 2019Q3 202318
SG Americas Securities, LLC 610.00%0.15%0.56%Q2 2013Q3 202318
Modus Advisors, LLC 17170.29%0.33%0.45%Q4 2019Q4 202317
JENNISON ASSOCIATES LLC 910.00%0.00%0.01%Q4 2018Q3 202317
HAP Trading, LLC 420.00%0.40%5.40%Q2 2017Q2 202317
RONALD BLUE & CO LLC 17170.37%4.48%49.37%Q2 2013Q2 201717
Salient Capital Advisors, LLC 17170.02%0.05%0.17%Q2 2013Q2 201717
TRUIST FINANCIAL CORP 1610.01%0.04%0.08%Q1 2019Q3 202317
Avidian Wealth Solutions, LLC 1610.03%0.21%1.04%Q4 2018Q3 202317
SIMON QUICK ADVISORS, LLC 1160.00%0.16%0.46%Q4 2018Q3 202317
Karpus Management, Inc. 17170.01%0.24%1.01%Q2 2019Q2 202317
MAI Capital Management 630.00%0.01%0.02%Q4 2014Q3 202317
HALBERT HARGROVE GLOBAL ADVISORS, LLC 17170.14%0.33%0.61%Q2 2013Q2 201717
ATLAS CAPITAL ADVISORS LLC 1250.00%0.05%0.09%Q2 2019Q3 202317
Joel Isaacson & Co., LLC 17170.04%0.04%0.06%Q3 2019Q3 202317
Clarus Wealth Advisors 1250.00%1.01%2.37%Q2 2018Q3 202217
Fulcrum Equity Management 1030.26%0.71%1.38%Q1 2019Q3 202317
Aveo Capital Partners, LLC 17170.21%0.50%1.18%Q4 2016Q4 202017
TimeScale Financial, Inc. 17170.01%0.02%0.03%Q2 2019Q2 202317
CIDEL ASSET MANAGEMENT INC 1110.01%0.08%0.59%Q1 2017Q1 202317
Patriot Financial Group Insurance Agency, LLC 1510.01%0.20%1.11%Q1 2018Q2 202216
Orion Portfolio Solutions, LLC 16160.01%0.02%0.04%Q4 2019Q3 202316
Belmont Capital, LLC 16160.23%0.55%0.96%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16160.26%0.80%3.82%Q4 2019Q3 202316
John W. Brooker & Co., CPAs 16160.02%0.61%1.22%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1512.97%5.05%10.97%Q3 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.02%0.09%0.51%Q4 2019Q3 202316
DT Investment Partners, LLC 1510.33%0.74%1.60%Q4 2018Q3 202316
Richard Bernstein Advisors LLC 740.00%0.01%0.03%Q3 2017Q4 202216
Pure Financial Advisors, LLC 16160.04%0.05%0.05%Q1 2020Q4 202316
PAX Financial Group, LLC 16160.55%0.95%2.17%Q4 2019Q3 202316
Strategic Blueprint, LLC 1510.00%0.85%4.40%Q3 2019Q3 202316
CLIENT 1ST ADVISORY GROUP, LLC 16160.24%2.12%14.01%Q4 2019Q3 202316
Antonetti Capital Management LLC 910.00%0.65%2.78%Q2 2010Q3 202316
Total Clarity Wealth Management, Inc. 16160.12%0.24%0.39%Q4 2019Q3 202316
NORTHERN CAPITAL MANAGEMENT LLC 16160.15%0.31%0.55%Q1 2015Q4 201816
Kore Private Wealth LLC 16160.04%0.19%0.62%Q4 2018Q3 202216
ST GERMAIN D J CO INC 1330.04%0.08%0.24%Q4 2019Q4 202316
ROVIN CAPITAL /UT/ /ADV 16160.19%0.31%0.45%Q4 2019Q3 202316
Astoria Strategic Wealth, Inc. 16160.52%0.84%2.69%Q4 2019Q3 202316
Risk Paradigm Group, LLC 16160.18%1.24%3.60%Q1 2015Q4 201816
SIMPLEX TRADING, LLC 810.00%0.01%0.04%Q2 2015Q2 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.52%0.80%1.30%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.04%0.05%0.06%Q4 2019Q3 202316
EPIQ Capital Group, LLC 16163.45%8.77%15.54%Q4 2019Q3 202316
TFO Wealth Partners, LLC 16160.01%0.62%3.20%Q4 2019Q3 202316
Geneos Wealth Management Inc. 1420.00%0.01%0.19%Q3 2017Q4 202116
Nationwide Asset Management LLC 16160.20%22.09%72.24%Q4 2019Q3 202316
MONETA GROUP INVESTMENT ADVISORS LLC 640.01%0.08%0.27%Q4 2018Q3 202316
Strategic Family Wealth Counselors, L.L.C. 16160.15%0.48%1.90%Q4 2019Q3 202316
Wealthcare Advisory Partners LLC 1110.00%0.01%0.02%Q3 2017Q3 202316
Arden Trust Co 1410.03%0.05%0.07%Q1 2020Q4 202315
Arkos Global Advisors 15150.34%0.73%1.71%Q1 2020Q3 202315
Beirne Wealth Consulting Services, LLC 15150.84%4.52%6.77%Q1 2020Q3 202315
Cordasco Financial Network 15150.08%0.11%0.18%Q4 2018Q2 202215
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 15150.01%0.02%0.02%Q1 2020Q3 202315
BT Wealth Management LLC 15150.22%0.49%0.81%Q4 2018Q2 202215
Wealthspire Advisors, L.P. 1410.00%0.02%0.27%Q4 2015Q3 202015
Ballew Advisors, Inc 1140.22%0.31%0.44%Q4 2017Q3 202315
Essex Financial Services, Inc. 1230.04%0.05%0.08%Q4 2013Q3 202315
Wellspring Financial Advisors, LLC 15150.26%0.28%0.30%Q1 2020Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.01%0.04%0.13%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.02%0.05%Q1 2020Q3 202315
Barber Financial Group, Inc. 1230.04%0.24%0.93%Q4 2016Q1 202315
BRANDYWINE MANAGERS, LLC 12310.04%24.57%91.69%Q1 2015Q3 202315
Madrona Financial Services, LLC 15153.36%18.12%24.46%Q1 2020Q3 202315
CNB Bank 870.03%0.04%0.04%Q3 2019Q3 202315
VPR Management LLC 15151.05%1.42%3.16%Q1 2020Q3 202315
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15150.01%0.04%0.07%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.03%0.09%Q2 2013Q4 201615
Cedar Wealth Management, LLC 15150.04%0.04%0.05%Q1 2020Q3 202315
Ifrah Financial Services, Inc. 15150.16%0.16%0.17%Q1 2020Q3 202315
Westside Investment Management, Inc. 15150.00%0.00%0.01%Q1 2020Q3 202315
Alhambra Investment Management LLC 1410.29%0.45%0.53%Q4 2019Q3 202315
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
BigSur Wealth Management LLC 1310.02%0.06%0.53%Q1 2018Q3 202315
FLPUTNAM INVESTMENT MANAGEMENT CO 15150.01%0.03%0.08%Q1 2020Q3 202315
JOHNSON INVESTMENT COUNSEL INC 1410.01%0.02%0.09%Q1 2018Q1 202215
Prospera Financial Services Inc 510.01%0.03%0.08%Q4 2013Q3 202315
SYNOVUS FINANCIAL CORP 870.00%0.02%0.14%Q4 2018Q3 202315
PARTNERS CAPITAL INVESTMENT GROUP, LLP 15150.14%0.31%0.96%Q1 2020Q3 202315
CAROLINAS WEALTH CONSULTING LLC 15150.02%0.03%0.05%Q1 2020Q3 202315
Vivaldi Capital Management LP 15150.70%0.89%1.73%Q1 2020Q3 202315
Wealthspire Advisors, LLC 1410.00%0.15%0.45%Q4 2018Q3 202315
NAVELLIER & ASSOCIATES INC 510.02%0.08%0.24%Q2 2014Q4 201915
AMERICAN INTERNATIONAL GROUP, INC. 1110.00%0.00%0.00%Q3 2013Q3 201814
Robertson Stephens Wealth Management, LLC 860.07%0.14%0.26%Q4 2018Q2 202214
Rossmore Private Capital 14140.04%0.05%0.06%Q2 2020Q3 202314
Evolution Wealth Advisors, LLC 910.03%0.06%0.12%Q3 2019Q3 202314
FIRST CITIZENS BANK & TRUST CO 950.01%0.28%2.89%Q4 2019Q3 202314
CATALYST PRIVATE WEALTH, LLC 14140.19%0.70%1.06%Q3 2020Q4 202314
Edgehill Endowment Partners, LLC 14144.95%14.33%24.70%Q4 2018Q1 202214
Lehman & Derafelo Financial Resources LLC 1220.01%0.02%0.02%Q4 2018Q3 202214
SHELL ASSET MANAGEMENT CO 14140.00%0.11%0.64%Q2 2014Q3 201714
Sowell Financial Services LLC 1010.03%0.15%0.31%Q1 2019Q3 202314
Parasol Investment Management, LLC 14145.16%6.63%8.24%Q4 2013Q1 201714
Global Strategic Investment Solutions, LLC 14140.01%0.04%0.06%Q2 2020Q3 202314
MAGNOLIA CAPITAL MANAGEMENT LTD 860.13%0.47%0.93%Q4 2019Q3 202314
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 14140.06%0.09%0.15%Q2 2020Q3 202314
Ellis Investment Partners, LLC 14140.01%0.01%0.01%Q2 2019Q3 202214
PDS Planning, Inc 610.03%0.09%0.24%Q4 2017Q3 202314
USAdvisors Wealth Management, LLC 14140.80%2.67%3.80%Q2 2020Q3 202314
FormulaFolio Investments, LLC 14140.04%0.23%0.50%Q1 2018Q2 202114
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 14140.00%0.00%0.01%Q2 2020Q3 202314
Manchester Capital Management LLC 14140.00%0.01%0.02%Q2 2019Q3 202214
Essex Savings Bank 730.06%0.10%0.17%Q4 2018Q3 202314
Equitable Holdings, Inc. 14140.00%0.02%0.05%Q2 2020Q3 202314
MADISON WEALTH MANAGEMENT 14140.10%0.27%0.47%Q2 2020Q3 202314
Hudson Bay Capital Management LP 510.01%0.98%3.59%Q4 2015Q3 202314
Anchor Investment Management, LLC 14140.01%0.01%0.01%Q3 2020Q4 202314
Fieldpoint Private Securities, LLC 14140.12%0.14%0.18%Q1 2019Q2 202214
3EDGE Asset Management, LP 1310.00%5.53%22.33%Q4 2016Q4 202014
Northside Capital Management, LLC 14140.84%1.16%1.67%Q2 2020Q3 202314
ACG Wealth 14140.11%0.19%0.25%Q4 2018Q1 202214
JFS WEALTH ADVISORS, LLC 810.00%0.00%0.01%Q4 2017Q3 202314
Covenant Multifamily Offices, LLC 810.04%7.58%22.15%Q4 2013Q3 202114
ADVISORY RESEARCH INC 810.02%0.42%2.65%Q4 2017Q3 202314
MYCIO WEALTH PARTNERS, LLC 540.00%0.23%0.40%Q2 2013Q3 202314
O'Brien Wealth Partners LLC 14140.07%4.74%14.32%Q1 2020Q2 202314
Svenska Handelsbanken AB (publ) 13130.10%1.40%3.21%Q4 2015Q4 201813
LYNCH & ASSOCIATES/IN 13130.26%0.67%0.87%Q1 2015Q1 201813
Northeast Financial Consultants Inc 510.01%0.03%0.09%Q2 2015Q3 202313
Qube Research & Technologies Ltd 530.00%0.07%0.29%Q4 2019Q3 202313
Capital Advisors, Ltd. LLC 13130.06%0.07%0.08%Q1 2016Q1 201913
CapWealth Advisors, LLC 760.01%0.01%0.01%Q2 2013Q3 201613
Capital International Investors 13130.00%0.00%0.01%Q3 2020Q3 202313
LifePlan Financial Group, Inc 1120.00%0.00%0.00%Q4 2013Q3 202013
KELLOGG W K FOUNDATION TRUST 760.70%1.47%5.10%Q2 2013Q1 202213
Lenox Wealth Advisors, LLC 850.00%0.58%1.96%Q3 2013Q3 201913
J.W. COLE ADVISORS, INC. 810.02%0.04%0.06%Q4 2019Q3 202313
Rikoon Group, LLC 13130.12%0.16%0.30%Q3 2016Q3 201913
Country Club Trust Company, n.a. 710.02%0.04%0.12%Q4 2015Q4 202113
Hirtle Callaghan & Co LLC 13130.00%0.14%0.40%Q3 2020Q3 202313
Focused Wealth Management, Inc 850.00%0.00%0.00%Q4 2017Q2 202113
KEYBANK NATIONAL ASSOCIATION/OH 820.00%0.00%0.00%Q3 2019Q3 202313
NATIXIS 810.01%0.12%0.47%Q2 2019Q3 202313
Allworth Financial LP 920.00%0.00%0.00%Q1 2019Q3 202313
ROWLAND CARMICHAEL ADVISORS INC /ADV 850.01%0.86%2.51%Q1 2017Q4 202013
Ballentine Partners, LLC 1110.01%0.09%0.12%Q3 2016Q3 202313
CAPE ANN SAVINGS BANK 1210.26%0.35%0.51%Q2 2020Q3 202313
EP Wealth Advisors, LLC 13130.04%0.15%0.74%Q3 2020Q3 202313
Chanos & Co LP 750.15%2.51%6.31%Q1 2015Q4 201913
Hemington Wealth Management 12120.21%0.25%0.32%Q4 2020Q3 202312
Modera Wealth Management, LLC 610.01%0.02%0.04%Q3 2018Q3 202312
BARING ASSET MANAGEMENT Ltd 1110.06%0.16%0.21%Q3 2014Q3 201712
Granger Management LLC 12121.83%24.80%37.32%Q4 2020Q3 202312
Fort Point Capital Partners LLC 12121.38%2.61%3.76%Q3 2020Q2 202312
Lido Advisors, LLC 1020.01%0.05%0.23%Q2 2018Q2 202312
Financial Enhancement Group LLC 910.00%0.87%1.11%Q2 2015Q3 202312
HBK Sorce Advisory LLC 840.01%0.01%0.02%Q3 2020Q3 202312
HOLLENCREST CAPITAL MANAGEMENT 840.00%0.05%0.08%Q4 2013Q3 202312
Roth Financial Partners LLC 12121.06%1.34%1.82%Q4 2020Q3 202312
BENJAMIN F. EDWARDS & COMPANY, INC. 630.00%0.14%0.81%Q1 2014Q3 202312
Wescott Financial Advisory Group, LLC 12120.28%0.38%0.59%Q4 2020Q3 202312
Sageworth Trust Co of South Dakota 12129.68%20.91%41.76%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Sigma Investment Management Co 12120.16%1.22%2.61%Q1 2013Q4 201512
Brookstone Capital Management 1010.02%0.08%0.70%Q2 2017Q3 202312
Frank, Rimerman Advisors LLC 12121.00%1.48%1.94%Q4 2020Q3 202312
MERCER GLOBAL ADVISORS INC /ADV 12120.00%0.01%0.03%Q4 2020Q3 202312
Price Wealth, LLC 12120.13%0.21%0.37%Q4 2017Q3 202012
Annapolis Financial Services, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
SCS Capital Management LLC 12120.01%0.23%0.94%Q4 2020Q3 202312
Phoenix Holdings Ltd. 520.00%0.04%0.12%Q3 2019Q3 202312
Thrive Capital Management, LLC 12120.48%1.21%1.68%Q4 2020Q3 202312
Bellwether Advisors, LLC 12120.12%0.24%0.42%Q4 2020Q3 202312
Elk River Wealth Management, LLC 12120.05%0.12%0.22%Q4 2020Q3 202312
Trexquant Investment LP 610.01%0.03%0.08%Q3 2019Q3 202312
Cetera Investment Advisers 12120.02%0.04%0.09%Q4 2020Q3 202312
SUNFLOWER BANK, NA WEALTH MANAGEMENT 12122.38%3.19%4.92%Q4 2017Q3 202012
Virtu KCG Holdings LLC 510.01%0.05%0.28%Q3 2013Q1 201712
Capital Research Global Investors 12120.00%0.00%0.00%Q4 2020Q3 202312
Element Wealth, LLC 12120.00%0.07%0.23%Q4 2020Q3 202312
Ashford Advisors, LLC 12120.25%0.83%1.60%Q4 2020Q3 202312
Seven Post Investment Office LP 710.06%0.18%0.54%Q1 2020Q3 202312
Sunflower Bank, N.A. 12120.33%0.86%1.54%Q4 2020Q3 202312
Capital World Investors 12120.00%0.00%0.00%Q4 2020Q3 202312
Clearview Wealth Advisors LLC 12120.23%0.30%0.47%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12121.08%1.28%1.45%Q4 2020Q3 202312
BERKSHIRE ASSET MANAGEMENT LLC/PA 610.06%0.07%0.07%Q1 2020Q3 202312
Ironwood Wealth Management, LLC. 12120.02%0.05%0.09%Q4 2020Q3 202312
STEPHENS INC /AR/ 12120.01%0.01%0.01%Q4 2020Q3 202312
KCM INVESTMENT ADVISORS LLC 12120.02%0.05%0.08%Q4 2020Q3 202312
Faithward Advisors, LLC 520.00%0.07%0.71%Q3 2019Q2 202312
Neuberger Berman Group LLC 710.00%0.00%0.01%Q1 2015Q3 202312
Professional Financial Advisors, LLC 920.01%0.22%1.22%Q4 2019Q3 202211
Golden State Wealth Management, LLC 710.21%0.30%0.42%Q1 2019Q1 202211
ROCKEFELLER FINANCIAL SERVICES INC 11110.00%0.00%0.01%Q1 2014Q3 201611
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 920.00%0.57%1.41%Q3 2020Q3 202311
Lumature Wealth Partners, LLC 11110.01%0.01%0.03%Q4 2020Q2 202311
HRT FINANCIAL LP 310.00%0.14%0.59%Q1 2015Q1 202311
HYA Advisors, Inc 11110.60%0.75%0.87%Q4 2019Q2 202211
Greystone Financial Group, LLC 740.12%0.19%0.25%Q4 2020Q3 202311
PEAK FINANCIAL ADVISORS LLC 11110.42%0.67%1.16%Q4 2020Q2 202311
NorthCoast Asset Management LLC 1010.04%0.57%0.86%Q4 2018Q3 202111
Spire Wealth Management 11110.00%0.01%0.01%Q1 2021Q3 202311
BlackRock Investment Management, LLC 1010.00%0.03%0.14%Q4 2013Q4 201611
APPLETON GROUP, LLC 11114.44%11.73%16.95%Q2 2013Q4 201511
Bernicke Wealth Management, Ltd. 11110.44%11.37%13.89%Q4 2017Q2 202011
Cassia Capital Partners, LLC 830.44%5.62%9.66%Q4 2020Q3 202311
Transamerica Financial Advisors, Inc. 920.00%0.17%0.80%Q3 2014Q3 201811
LEVEL FOUR ADVISORY SERVICES, LLC 510.02%0.18%0.54%Q4 2016Q2 202011
CT Financial Advisors LLC 1010.00%0.00%0.00%Q1 2014Q1 201711
Rehmann Capital Advisory Group 620.02%0.07%0.28%Q1 2018Q1 202211
Mariner Wealth Advisors-Cincinnati, LLC 11110.03%0.03%0.04%Q1 2016Q3 201811
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 11112.09%10.42%33.04%Q1 2021Q3 202311
Gemmer Asset Management LLC 11110.00%0.01%0.01%Q3 2019Q1 202211
SevenOneSeven Capital Management 11110.08%0.11%0.14%Q1 2021Q3 202311
COMMERCE BANK 11110.01%0.01%0.01%Q1 2021Q3 202311
NOTTINGHAM ADVISORS, INC. 11110.89%5.59%11.08%Q1 2021Q3 202311
Blue Chip Partners, LLC 11110.02%0.03%0.04%Q1 2021Q3 202311
Sierra Capital LLC 11111.13%2.01%2.48%Q1 2021Q3 202311
TRUEWEALTH LLC 11110.00%0.04%0.04%Q4 2017Q2 202011
WealthShield Partners, LLC 810.00%0.12%0.21%Q4 2018Q1 202311
Advisory Alpha, LLC 810.04%0.23%0.44%Q2 2018Q3 202311
Rain Capital Management, LLC 11110.25%0.40%0.78%Q1 2021Q3 202311
Polen Capital Management 1010.00%0.03%0.11%Q4 2020Q3 202311
Community Bank, N.A. 11110.75%2.10%3.39%Q1 2021Q3 202311
SCHRODERS IS Ltd 912.03%2.96%3.98%Q1 2017Q3 201910
FDx Advisors, Inc. 820.02%0.03%0.05%Q2 2016Q1 202310
HoyleCohen, LLC 640.03%0.13%0.25%Q4 2018Q3 202310
Affiance Financial, LLC 10100.02%0.14%0.23%Q3 2020Q4 202210
Ninety One UK Ltd 810.02%0.08%0.17%Q1 2014Q4 202010
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.02%Q1 2021Q3 202310
Financial Management Professionals, Inc. 510.05%2.12%4.35%Q1 2020Q3 202310
Beaumont Financial Partners, LLC 710.02%0.08%0.42%Q4 2015Q2 202110
Private Wealth Advisors, Inc. 910.09%0.20%0.49%Q2 2017Q4 201910
Bank of New Hampshire 10100.03%0.05%0.07%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Smith Anglin Financial, LLC 550.06%2.47%9.26%Q4 2020Q3 202310
Renaissance Technologies 310.00%0.00%0.01%Q2 2018Q3 202310
Bell Rock Capital LLC 10100.02%0.17%0.32%Q4 2017Q1 202010
QS Investors, LLC 430.00%0.03%0.12%Q2 2015Q3 202010
Omnia Family Wealth, LLC 10100.00%0.01%0.03%Q4 2016Q1 201910
Clarkston Capital Partners, LLC 10100.00%0.01%0.02%Q2 2020Q3 202210
Alpha Cubed Investments, LLC 510.02%0.03%0.05%Q3 2018Q3 202310
Hefty Wealth Partners 10100.09%0.11%0.17%Q4 2015Q1 201810
Ameritas Investment Company, LLC 910.02%0.09%0.17%Q1 2019Q3 202110
Clear Perspectives Financial Planning, LLC 10100.04%0.09%0.18%Q4 2020Q1 202310
HighTower Trust Company, N.A. 10100.09%0.10%0.12%Q3 2017Q4 201910
Portland Global Advisors LLC 10100.04%0.04%0.05%Q2 2021Q3 202310
Juniper Hill Capital Management LP 817.88%21.92%39.18%Q3 2020Q4 20229
BRANDES INVESTMENT PARTNERS, LP 310.01%0.04%0.12%Q4 2015Q4 20209
SHELTON CAPITAL MANAGEMENT 630.01%0.02%0.02%Q1 2016Q3 20239
Twele Capital Management, Inc. 990.09%0.51%1.17%Q4 2018Q4 20209
Chesley Taft & Associates LLC 630.01%0.01%0.01%Q4 2020Q3 20239
Wealth Advisory Solutions, LLC 810.00%0.89%1.28%Q4 2019Q1 20229
Pinnacle Summer Investments, Inc. 810.04%0.05%0.08%Q2 2013Q3 20159
Kovack Advisors, Inc. 990.09%0.12%0.14%Q3 2017Q3 20199
ATTICUS WEALTH MANAGEMENT, LLC 990.00%0.00%0.00%Q4 2020Q4 20229
TORONTO DOMINION BANK 720.09%0.56%0.89%Q2 2020Q3 20239
Golden State Equity Partners 630.06%0.11%0.14%Q4 2020Q3 20239
Dentgroup LLC 990.20%0.43%0.54%Q4 2021Q4 20239
Virtu Financial LLC 210.03%0.08%0.16%Q4 2014Q4 20199
Fusion Investment Group, LLC 991.23%4.68%7.08%Q4 2013Q4 20159
Independent Wealth Network Inc. 992.07%2.24%2.34%Q3 2021Q3 20239
BBR PARTNERS, LLC 810.02%0.28%0.37%Q4 2017Q3 20239
PINNACLE ASSOCIATES LTD 540.00%0.02%0.04%Q4 2020Q3 20239
CANADA PENSION PLAN INVESTMENT BOARD 710.03%0.26%0.68%Q2 2019Q4 20219
Psagot Value Holdings Ltd. / (Israel) 990.19%0.30%0.93%Q3 2021Q3 20239
Bremer Bank National Association 996.84%12.78%14.88%Q3 2021Q3 20239
Horst & Graben Wealth Management LLC 990.06%0.44%3.33%Q1 2020Q1 20229
Cooper Financial Group 990.07%8.07%13.14%Q4 2018Q4 20209
Financial Council Asset Management Inc 992.13%2.90%4.37%Q3 2021Q3 20239
Pictet North America Advisors SA 810.06%0.17%0.22%Q1 2017Q3 20239
CHERRYDALE WEALTH MANAGEMENT, LLC 990.55%0.69%0.79%Q4 2021Q4 20239
Simplicity Solutions, LLC 410.01%0.06%0.09%Q4 2015Q3 20239
LOWE BROCKENBROUGH & CO INC 990.09%0.40%1.64%Q3 2021Q3 20239
BEACON INVESTMENT ADVISORY SERVICES, INC. 810.01%0.06%0.20%Q4 2018Q2 20219
PagnatoKarp Partners LLC 810.09%0.15%0.40%Q4 2017Q1 20209
Sand Hill Global Advisors, LLC 990.10%0.14%0.24%Q3 2021Q3 20239
NEXT Financial Group, Inc 410.00%0.01%0.06%Q2 2014Q4 20219
AdvicePeriod, LLC 990.09%0.22%0.50%Q2 2019Q2 20219
CX Institutional 810.00%0.05%0.18%Q2 2018Q2 20229
Angeles Investment Advisors, LLC 810.07%0.50%3.76%Q4 2018Q3 20239
DRW Securities, LLC 310.04%0.25%0.59%Q4 2014Q3 20239
UMB Bank, n.a. 880.00%0.00%0.01%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.38%1.56%Q4 2021Q3 20238
Intellectus Partners, LLC 410.08%0.11%0.14%Q4 2017Q2 20208
MARYLAND CAPITAL ADVISORS INC. 880.15%0.17%0.19%Q4 2021Q3 20238
Dakota Wealth Management 530.03%0.05%0.08%Q2 2019Q3 20228
Baldrige Asset Management LLC 880.04%0.04%0.05%Q2 2021Q1 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.09%0.14%0.24%Q4 2020Q3 20228
Beacon Pointe Advisors, LLC 710.00%0.01%0.01%Q3 2021Q3 20238
Lombard Odier Transatlantic Ltd 881.41%3.68%5.06%Q4 2014Q3 20168
Aptus Capital Advisors, LLC 710.00%0.00%0.01%Q3 2019Q3 20238
Operose Advisors LLC 880.00%0.00%0.00%Q4 2021Q3 20238
SUMMIT FINANCIAL GROUP, INC. 880.08%0.14%0.21%Q4 2021Q3 20238
Midwest Heritage Bank, FSB 881.11%1.72%2.61%Q4 2021Q3 20238
WealthStone, Inc. 880.24%1.10%5.08%Q2 2019Q1 20218
McKinley Carter Wealth Services, Inc. 880.05%0.06%0.06%Q1 2021Q4 20228
Guidant Wealth Advisors 440.01%0.01%0.02%Q3 2016Q3 20198
CLEAR STREET MARKETS LLC 110.01%0.18%0.86%Q2 2015Q2 20218
REGENTATLANTIC CAPITAL LLC 410.01%0.01%0.02%Q1 2014Q1 20218
Lindbrook Capital, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Rather & Kittrell, Inc. 880.20%0.38%0.56%Q4 2021Q3 20238
DB Fitzpatrick & Co, Inc 880.03%0.11%0.15%Q4 2021Q3 20238
Fluent Financial, LLC 881.81%2.16%3.04%Q4 2018Q3 20208
Mass General Brigham, Inc 310.00%47.81%100.00%Q1 2016Q1 20218
JOYN Advisors, Inc. 880.00%0.18%0.41%Q2 2018Q1 20208
Solstein Capital, LLC 710.22%0.79%2.65%Q1 2020Q3 20238
ASB Consultores, LLC 880.90%3.18%9.15%Q4 2021Q3 20238
Kestra Advisory Services, LLC 710.00%0.09%0.24%Q3 2020Q3 20238
HB Wealth Management, LLC 880.00%0.03%0.04%Q4 2021Q3 20238
Gould Capital, LLC 880.07%0.17%0.76%Q4 2021Q3 20238
Alexandria Capital, LLC 880.00%0.00%0.00%Q2 2013Q1 20158
Sage Mountain Advisors LLC 880.01%0.02%0.03%Q1 2021Q4 20228
Capital Asset Advisory Services LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Ranch Capital Advisors Inc. 880.00%0.01%0.02%Q4 2019Q3 20218
Henrickson Nauta Wealth Advisors, Inc. 880.59%0.76%0.91%Q4 2021Q3 20238
Conrad N. Hilton Foundation 885.16%20.83%43.17%Q4 2017Q3 20198
Congress Wealth Management LLC / DE / 880.07%0.08%0.09%Q4 2021Q3 20238
Round Table Services, LLC 880.04%0.07%0.15%Q3 2020Q2 20228
Ameritas Advisory Services, LLC 880.06%0.09%0.13%Q4 2021Q3 20238
GDS Wealth Management 880.08%0.11%0.15%Q4 2021Q3 20238
DEARBORN CAPITAL MANAGEMENT LLC 886.18%7.24%8.92%Q4 2016Q3 20188
OAK HARBOR WEALTH PARTNERS, LLC 880.09%0.10%0.11%Q4 2021Q3 20238
GREENLEAF TRUST 710.00%0.03%0.07%Q1 2018Q1 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Strategic Wealth Partners, Ltd. 880.00%0.02%0.02%Q4 2017Q3 20198
Apeiron RIA LLC 880.04%0.47%0.88%Q4 2021Q3 20238
Amplius Wealth Advisors, LLC 880.98%3.25%7.50%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.10%0.15%0.19%Q4 2021Q3 20238
BOK Financial Private Wealth, Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.01%0.02%0.02%Q4 2021Q3 20238
Financial Gravity Asset Management, Inc. 310.00%0.01%0.03%Q1 2019Q3 20238
Crow Point Partners, LLC 620.09%0.29%0.68%Q4 2017Q4 20198
EverSource Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
MONETARY MANAGEMENT GROUP INC 410.00%0.01%0.02%Q4 2017Q1 20238
Capital Group Private Client Services, Inc. 880.02%0.65%2.77%Q4 2021Q3 20238
Port Capital LLC 610.01%0.03%0.05%Q4 2017Q4 20218
DUPONT CAPITAL MANAGEMENT CORP 440.05%0.13%0.17%Q1 2018Q3 20208
NewEdge Wealth, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
StoneX Group Inc. 510.03%0.09%0.24%Q2 2019Q1 20238
Eagle Strategies LLC 880.05%0.08%0.12%Q4 2021Q3 20238
WealthPLAN Partners, LLC 520.01%0.09%0.22%Q4 2018Q2 20237
Three Bridge Wealth Advisors, LLC 7711.12%15.46%17.63%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.00%0.00%0.00%Q4 2021Q3 20237
Delek Group, Ltd. 770.10%0.14%0.19%Q4 2017Q2 20197
SeaCrest Wealth Management, LLC 610.02%0.05%0.07%Q4 2017Q2 20227
Sepio Capital, LP 770.02%0.42%0.74%Q1 2022Q3 20237
UBS ASSET MANAGEMENT AMERICAS INC 320.00%0.00%0.00%Q2 2013Q4 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.02%Q2 2013Q4 20147
FOUNDERS BANK & TRUST 770.05%0.06%0.06%Q2 2013Q4 20147
CHILTON INVESTMENT CO INC. 770.02%0.05%0.07%Q3 2021Q1 20237
NewEdge Advisors, LLC 410.00%0.01%0.02%Q2 2017Q3 20237
Patten Group, Inc. 770.06%0.09%0.11%Q1 2022Q3 20237
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.00%0.02%0.02%Q3 2020Q3 20237
Financial Engines Advisors L.L.C. 770.00%0.00%0.00%Q1 2022Q3 20237
Intelligence Driven Advisers, LLC 770.05%0.49%1.10%Q2 2019Q4 20207
Avondale Wealth Management 610.14%1.33%4.50%Q4 2017Q1 20207
SILVER OAK SECURITIES, INCORPORATED 770.06%0.17%0.28%Q1 2022Q3 20237
Magnus Financial Group LLC 770.07%0.08%0.10%Q1 2022Q3 20237
GFS Advisors, LLC 770.15%2.07%2.89%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
American Trust 430.04%0.06%0.06%Q4 2021Q3 20237
Harvest Fund Management Co., Ltd 320.00%0.02%0.04%Q4 2017Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.26%0.49%1.02%Q1 2021Q4 20227
Edge Advisors, LLC 770.90%1.08%1.20%Q4 2016Q2 20187
RETIREMENT DESIGN & MANAGEMENT INC /ADV 770.31%0.44%0.61%Q4 2014Q2 20167
Squarepoint Ops LLC 310.01%0.04%0.13%Q4 2017Q3 20237
Hamilton Wealth, LLC 770.09%0.20%0.41%Q1 2022Q3 20237
Independent Portfolio Consultants, Inc. 610.03%0.40%1.85%Q2 2014Q2 20177
UBS AG 660.00%0.02%0.06%Q2 2013Q3 20147
EFG Asset Management (Americas) Corp. 770.08%1.73%3.16%Q1 2017Q3 20187
Royal Harbor Partners, LLC 523.51%4.05%4.35%Q1 2021Q2 20237
Rainwater Charitable Foundation 779.13%15.18%19.11%Q4 2018Q2 20207
Quent Capital, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
STEEL GROVE CAPITAL ADVISORS, LLC 610.04%0.31%1.23%Q1 2017Q4 20197
OLD NATIONAL BANCORP /IN/ 610.01%0.04%0.06%Q1 2015Q3 20237
AMERICAN CENTURY COMPANIES INC 610.00%0.00%0.01%Q4 2017Q4 20207
BlackRock Fund Advisors 770.00%0.00%0.00%Q2 2015Q4 20167
Moneda S.A. Administradora General de Fondos 772.89%4.70%7.03%Q1 2022Q3 20237
Provident Wealth Management, LLC 770.11%0.12%0.15%Q1 2022Q3 20237
Activest Wealth Management 510.39%0.68%1.42%Q2 2021Q3 20237
Concert Wealth Management Inc. 610.03%0.60%1.03%Q2 2015Q1 20177
FFT WEALTH MANAGEMENT LLC 777.63%14.51%19.49%Q1 2022Q3 20237
Avestar Capital, LLC 770.04%0.07%0.22%Q4 2017Q2 20197
Relative Value Partners Group, LLC 510.06%0.14%0.58%Q1 2020Q3 20237
HAZLETT, BURT & WATSON, INC. 770.01%0.01%0.01%Q1 2022Q3 20237
Weaver Consulting Group 770.01%0.01%0.02%Q1 2019Q3 20207
Capital Bank & Trust Co 610.00%0.05%0.38%Q4 2018Q4 20207
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 770.06%0.07%0.08%Q2 2013Q4 20147
Placemark Investments, Inc. 770.01%0.10%0.28%Q2 2013Q4 20147
Altshuler Shaham Ltd 770.07%0.30%0.42%Q4 2019Q2 20217
Merit Financial Group, LLC 610.03%0.09%0.19%Q4 2021Q3 20237
Paladin Advisory Group, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Alberta Investment Management Corp 520.22%1.06%2.26%Q3 2020Q2 20227
ShoreHaven Wealth Partners, LLC 770.20%4.54%6.02%Q4 2020Q2 20227
Nuveen Asset Management, LLC 410.00%0.02%0.06%Q4 2020Q3 20237
SteelPeak Wealth, LLC 610.01%0.33%0.67%Q4 2021Q3 20237
COUNTRY CLUB BANK /GFN 770.02%0.02%0.03%Q1 2022Q3 20237
RAYMOND JAMES TRUST N.A. 310.01%0.21%0.76%Q4 2014Q4 20217
Drake & Associates, LLC 665.93%6.03%6.15%Q2 2022Q3 20236
Blue Sky Asset Management, LLC 330.17%0.79%1.73%Q3 2018Q2 20206
J2 Capital Management Inc 330.26%0.30%0.35%Q4 2021Q3 20236
Highlander Partners, L.P. 420.22%0.27%0.30%Q4 2021Q3 20236
Glovista Investments LLC 210.12%0.96%3.08%Q2 2019Q1 20236
LEE DANNER & BASS INC 310.02%0.03%0.07%Q2 2021Q3 20236
Atlas Private Wealth Management, LLC 660.04%0.05%0.05%Q4 2019Q1 20216
One Wealth Advisors, LLC 660.00%0.33%1.95%Q4 2017Q1 20196
Sage Advisory Services, Ltd.Co. 660.20%0.22%0.24%Q2 2022Q3 20236
First Allied Asset Management, Inc. 420.46%1.63%2.75%Q2 2013Q1 20156
WEXFORD CAPITAL LP 220.53%1.30%3.30%Q3 2019Q2 20226
GRIES FINANCIAL LLC 410.17%0.64%2.32%Q4 2021Q3 20236
Ayalon Insurance Comp Ltd. 660.89%5.84%9.00%Q2 2022Q3 20236
LVW Advisors, LLC 660.05%0.31%0.67%Q2 2022Q3 20236
MayTech Global Investments, LLC 310.01%0.06%0.18%Q4 2021Q3 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.02%0.04%Q2 2022Q3 20236
CETERA INVESTMENT MANAGEMENT LLC 511.63%2.88%5.04%Q4 2015Q2 20176
SPINNAKER TRUST 660.04%0.06%0.07%Q2 2013Q3 20146
COMMONWEALTH BANK OF AUSTRALIA 410.00%0.01%0.02%Q4 2013Q3 20156
Forward Management, LLC 210.00%0.00%0.01%Q4 2015Q3 20186
Bridge Advisory, LLC 420.09%0.16%0.30%Q4 2021Q3 20236
Intergy Private Wealth, LLC 660.60%1.40%1.70%Q2 2022Q3 20236
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.00%0.01%0.01%Q2 2022Q3 20236
NTV ASSET MANAGEMENT LLC 510.06%0.14%0.18%Q3 2017Q3 20236
PRIVATE TRUST CO NA 660.02%0.02%0.02%Q2 2022Q3 20236
AXXCESS WEALTH MANAGEMENT, LLC 330.01%0.02%0.03%Q4 2021Q3 20236
ForthRight Wealth Management, LLC 660.10%0.16%0.20%Q4 2020Q1 20226
NATIONAL PLANNING CORP 510.02%0.02%0.02%Q1 2014Q4 20156
Klaas Financial Asset Advisors, LLC 660.52%0.54%0.56%Q2 2022Q3 20236
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 510.22%0.29%0.35%Q2 2013Q4 20146
LFA - Lugano Financial Advisors SA 510.03%0.04%0.05%Q2 2018Q4 20196
Partnervest Advisory Services LLC 661.51%2.16%2.57%Q4 2013Q1 20156
RS INVESTMENT MANAGEMENT CO LLC 210.00%0.00%0.01%Q1 2014Q1 20166
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.05%0.06%0.07%Q2 2015Q3 20166
Sandbox Financial Partners, LLC 660.16%0.69%1.90%Q2 2022Q3 20236
GFG Capital, LLC 510.21%0.28%0.35%Q4 2019Q4 20216
Janney Capital Management LLC 510.06%0.37%1.23%Q4 2021Q2 20236
ETF Portfolio Partners, Inc. 660.60%0.64%0.67%Q4 2014Q1 20166
BIEGEL & WALLER LLC 660.13%0.16%0.19%Q2 2018Q3 20196
Aries Wealth Management 660.16%0.34%0.61%Q2 2022Q3 20236
Belpointe Asset Management LLC 310.00%0.19%0.42%Q3 2019Q1 20236
SteelBridge Private Wealth Advisors LLC 664.72%5.10%6.31%Q1 2016Q2 20176
Wealthfront Advisers LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Bridgeworth, LLC 510.05%0.06%0.06%Q2 2018Q1 20226
Gotham Asset Management, LLC 660.04%0.08%0.11%Q2 2022Q3 20236
Blue Trust, Inc. 660.42%0.45%0.51%Q2 2022Q3 20236
B, B, H, & B INC. 666.04%8.69%12.02%Q4 2020Q1 20226
55I, LLC 510.01%0.06%0.25%Q3 2019Q1 20226
Edmond de Rothschild (Europe) 660.93%4.09%7.69%Q2 2015Q3 20166
Arlington Capital Management, Inc. 420.47%15.55%27.55%Q1 2020Q3 20236
Wolf Group Capital Advisors 660.99%1.34%1.86%Q2 2022Q3 20236
MKP Capital Management, L.L.C. 6615.62%48.59%70.71%Q2 2022Q3 20236
MACKAY SHIELDS LLC 420.00%0.00%0.01%Q3 2020Q1 20226
DB Wealth Management Group, LLC 660.03%0.06%0.08%Q4 2020Q1 20226
Asset Dedication, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Baillie Gifford 550.00%0.03%0.06%Q3 2013Q3 20145
ClariVest Asset Management LLC 550.02%0.02%0.03%Q1 2020Q1 20215
Banque Cantonale Vaudoise 310.05%0.06%0.08%Q1 2021Q4 20225
Bienville Capital Management, LLC 410.04%0.05%0.06%Q1 2017Q4 20185
AlphaStar Capital Management, LLC 320.04%0.42%0.87%Q2 2019Q3 20235
Threshold Group LLC 410.21%3.61%13.88%Q4 2015Q3 20175
WEALTHFRONT Corp 310.00%0.00%0.02%Q1 2014Q1 20165
MOSELEY INVESTMENT MANAGEMENT INC 550.78%2.68%4.32%Q1 2019Q1 20205
MAPLE SECURITIES USA INC 410.03%0.14%0.39%Q3 2013Q4 20145
Bridgewater Advisors Inc. 550.14%0.19%0.22%Q2 2021Q2 20225
PGIM Custom Harvest LLC 410.01%0.08%0.13%Q4 2020Q4 20225
FIRST NATIONAL CORP /MA/ /ADV 550.06%0.08%0.09%Q4 2018Q4 20195
Cetera Advisors LLC 310.00%0.15%0.25%Q1 2018Q3 20235
LMCG INVESTMENTS, LLC 410.01%0.02%0.04%Q4 2013Q3 20155
GREAT WEST LIFE ASSURANCE CO /CAN/ 410.02%0.08%0.16%Q2 2013Q4 20165
Crescent Capital Consulting, LLC 550.54%0.61%0.72%Q4 2020Q4 20215
Prestige Wealth Management Group LLC 550.19%0.22%0.27%Q4 2018Q4 20195
COMMERZBANK AKTIENGESELLSCHAFT /FI 410.01%0.02%0.04%Q2 2015Q3 20165
USCA RIA LLC 550.07%0.08%0.09%Q4 2018Q4 20195
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.74%0.84%1.09%Q1 2020Q1 20215
Man Group plc 410.00%0.00%0.00%Q3 2020Q4 20215
REGIONS FINANCIAL CORP 320.00%0.00%0.00%Q3 2013Q3 20185
Twin Tree Management, LP 210.00%0.04%0.13%Q1 2019Q3 20215
BAROMETER CAPITAL MANAGEMENT INC. 210.00%0.06%0.29%Q4 2019Q2 20215
UNITED SERVICES AUTOMOBILE ASSOCIATION 321.73%2.14%2.88%Q3 2021Q4 20225
2Xideas AG 550.04%0.10%0.23%Q4 2020Q4 20215
INTEGRAL DERIVATIVES, LLC 210.05%0.06%0.10%Q4 2014Q2 20175
Joseph Group Capital Management 550.00%0.00%0.01%Q3 2022Q3 20235
MTM Investment Management, LLC 550.03%0.04%0.04%Q4 2020Q4 20215
Willingdon Wealth Management 550.00%0.00%0.00%Q4 2017Q4 20185
Pinnacle Wealth Management Advisory Group, LLC 550.10%0.17%0.28%Q3 2022Q3 20235
WBI INVESTMENTS, LLC 210.01%0.09%0.33%Q2 2015Q3 20185
Naviter Wealth, LLC 550.23%0.91%2.30%Q3 2022Q3 20235
Smart Money Group LLC 553.78%4.13%4.56%Q1 2019Q1 20205
SCHMIDT P J INVESTMENT MANAGEMENT INC 550.06%0.07%0.08%Q1 2021Q1 20225
1834 INVESTMENT ADVISORS CO 550.00%0.00%0.00%Q4 2017Q4 20185
CANTOR FITZGERALD, L. P. 550.04%0.05%0.05%Q3 2022Q3 20235
OPPENHEIMER ASSET MANAGEMENT INC. 110.00%0.02%0.02%Q4 2018Q4 20225
Capitolis Advisors LLC 551.97%3.09%5.02%Q2 2021Q2 20225
Syntal Capital Partners, LLC 410.13%0.33%0.93%Q3 2015Q3 20235
Crewe Advisors LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Spruce Investment Advisors LLC 320.65%2.81%6.35%Q2 2013Q1 20155
IAG Wealth Partners, LLC 550.01%0.01%0.01%Q1 2020Q1 20215
BLACKROCK ADVISORS LLC 550.01%0.01%0.02%Q2 2015Q2 20165
Surevest, LLC 550.98%1.20%1.61%Q4 2018Q4 20195
FACTORY MUTUAL INSURANCE CO 410.39%0.92%1.82%Q2 2019Q3 20235
OXFORD FINANCIAL GROUP, LTD. LLC 550.09%1.63%2.23%Q3 2022Q3 20235
Summit Global Investments 310.05%0.07%0.10%Q1 2021Q1 20235
STOCK YARDS BANK & TRUST CO 550.01%0.02%0.02%Q3 2022Q3 20235
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.15%0.16%0.18%Q2 2013Q2 20145
GeoWealth Management, LLC 410.01%0.02%0.06%Q3 2019Q3 20235
Gratus Capital, LLC 550.04%0.63%1.31%Q4 2018Q4 20195
Vestmark Advisory Solutions, Inc. 210.01%0.04%0.07%Q4 2020Q4 20225
Anson Capital, Inc. 550.27%0.29%0.32%Q4 2021Q4 20225
Johnson Financial Group, Inc. 410.00%0.01%0.03%Q2 2016Q1 20185
1832 Asset Management L.P. 550.06%0.08%0.09%Q2 2022Q2 20235
Cassaday & Co Inc. 110.00%0.03%0.09%Q4 2014Q4 20205
Fiduciary Planning LLC 550.11%0.22%0.29%Q3 2020Q3 20215
Rosenberg Matthew Hamilton 550.01%0.02%0.03%Q2 2020Q2 20215
GRAND WEALTH MANAGEMENT, LLC 550.01%0.03%0.04%Q4 2021Q4 20225
TWIN FOCUS CAPITAL PARTNERS, LLC 410.05%0.05%0.06%Q2 2022Q3 20235
Taconic Capital Advisors LP 440.04%0.38%0.92%Q4 2022Q3 20234
Truvestments Capital LLC 310.01%0.02%0.02%Q3 2018Q3 20194
New Republic Capital, LLC 440.63%0.67%0.71%Q4 2022Q3 20234
IHT Wealth Management, LLC 440.02%0.02%0.04%Q4 2022Q3 20234
GPS Wealth Strategies Group, LLC 440.01%0.01%0.01%Q1 2021Q4 20214
RAND WEALTH, LLC 440.12%0.12%0.12%Q4 2017Q3 20184
Dynamic Advisor Solutions LLC 440.02%0.02%0.02%Q4 2021Q3 20224
Y.D. More Investments Ltd 440.07%0.08%0.10%Q4 2022Q3 20234
Lavaca Capital LLC 220.02%0.04%0.10%Q4 2018Q4 20204
AIRE ADVISORS, LLC 440.07%0.09%0.12%Q4 2021Q3 20224
ROBERTSON STEPHENS ADVISORS LLC 440.18%0.22%0.26%Q4 2016Q3 20174
Regency Capital Management Inc.\DE 440.02%0.03%0.05%Q1 2021Q4 20214
Mayo Clinic 4482.12%85.67%89.58%Q4 2022Q3 20234
MANAGED ACCOUNT ADVISORS LLC 440.00%0.00%0.01%Q3 2014Q2 20154
RIVERSVILLE CAPITAL, INC. 440.10%0.44%1.07%Q2 2013Q1 20144
Thai Life Insurance PCL. 4427.19%30.64%33.74%Q4 2016Q3 20174
NOMURA HOLDINGS INC 220.01%0.01%0.01%Q2 2017Q3 20174
Parkwood LLC 310.26%0.61%0.88%Q2 2015Q2 20164
Valentine Capital Asset Management, Inc. 440.19%0.25%0.29%Q2 2012Q1 20134
ING GROEP NV 220.02%0.18%0.48%Q4 2017Q3 20234
Corient Private Wealth LLC 440.11%0.14%0.18%Q4 2022Q3 20234
CAUSEWAY CAPITAL MANAGEMENT LLC 210.02%0.02%0.03%Q2 2022Q3 20234
Procyon Advisors, LLC 310.01%0.03%0.04%Q4 2019Q2 20234
AlphaCore Capital LLC 220.00%0.01%0.02%Q4 2019Q3 20214
Aaron Wealth Advisors LLC 440.06%0.07%0.07%Q4 2022Q3 20234
Concorde Asset Management, LLC 440.59%0.76%1.00%Q2 2019Q1 20204
SUTTON PLACE INVESTORS LLC 445.29%5.55%5.76%Q4 2021Q3 20224
Resource Planning Group 210.12%0.15%0.17%Q3 2018Q4 20194
Sonoma Private Wealth LLC 441.38%1.46%1.55%Q4 2022Q3 20234
Alaethes Wealth LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Great Waters Wealth Management 440.29%0.32%0.35%Q4 2022Q3 20234
Stadion Money Management, LLC 210.05%0.10%0.16%Q2 2013Q4 20144
Bradley & Co. Private Wealth Management, LLC 440.03%0.03%0.03%Q1 2021Q4 20214
Moors & Cabot, Inc. 440.04%0.06%0.11%Q4 2018Q3 20194
Gramercy Funds Management LLC 220.14%12.18%36.48%Q3 2013Q4 20164
Graypoint LLC 440.05%0.05%0.06%Q1 2020Q4 20204
Berman Capital Advisors, LLC 310.01%0.94%1.34%Q4 2017Q4 20184
GUGGENHEIM CAPITAL LLC 210.00%0.00%0.00%Q2 2013Q3 20144
MGO ONE SEVEN LLC 210.04%0.12%0.35%Q4 2017Q3 20234
Family Asset Management, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Empirical Finance, LLC 440.08%0.10%0.11%Q4 2022Q3 20234
OVERSEA-CHINESE BANKING Corp Ltd 440.93%2.87%4.55%Q4 2022Q3 20234
Beacon Pointe Wealth Advisors, LLC 440.08%0.08%0.08%Q1 2019Q4 20194
Copper Rock Capital Partners, LLC 440.00%0.00%0.00%Q4 2016Q3 20174
YHB Investment Advisors, Inc. 440.03%0.29%0.41%Q4 2022Q3 20234
Hoxton Planning & Management, LLC 440.30%0.31%0.32%Q4 2022Q3 20234
First Citizens Asset Management, Inc. 440.28%0.30%0.34%Q4 2022Q3 20234
Weil Company, Inc. 440.13%0.31%0.79%Q4 2022Q3 20234
CURIAN CAPITAL LLC 441.20%1.26%1.32%Q2 2013Q1 20144
RITTER DANIHER FINANCIAL ADVISORY LLC 440.01%0.01%0.01%Q4 2020Q3 20214
Sandy Spring Bank 440.00%0.00%0.00%Q4 2022Q3 20234
BRR OpCo, LLC 440.06%0.07%0.08%Q4 2020Q3 20214
Americana Partners, LLC 440.05%0.06%0.07%Q4 2022Q3 20234
Bricktown Capital, LLC 441.90%2.69%4.74%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 441.32%1.48%1.77%Q4 2022Q3 20234
RFP Financial Group LLC 440.82%1.27%2.38%Q4 2022Q3 20234
THORNBURG INVESTMENT MANAGEMENT INC 440.00%0.00%0.00%Q1 2020Q4 20204
Sterling Capital Management LLC 110.00%0.01%0.03%Q4 2014Q4 20164
Bleakley Financial Group, LLC 440.06%0.20%0.56%Q4 2022Q3 20234
Sycale Advisors (NY) LLC 440.57%2.01%2.79%Q4 2022Q3 20234
Mount Yale Investment Advisors, LLC 310.02%0.02%0.03%Q1 2022Q3 20234
MAKENA CAPITAL MANAGEMENT LLC 444.23%4.77%5.70%Q1 2020Q4 20204
B. Riley Wealth Advisors, Inc. 310.01%0.01%0.02%Q2 2014Q2 20224
Financial Advocates Investment Management 440.02%0.04%0.08%Q4 2022Q3 20234
Savant Capital, LLC 310.01%0.07%0.24%Q1 2015Q3 20234
Invesco Ltd. 310.00%0.00%0.00%Q2 2013Q4 20144
JNBA Financial Advisors 210.00%0.01%0.01%Q1 2015Q3 20164
FIDUCIENT ADVISORS LLC 440.02%0.07%0.09%Q4 2022Q3 20234
Investure, LLC 210.82%1.00%1.15%Q4 2014Q1 20204
Syntegra Private Wealth Group, LLC 440.07%0.08%0.08%Q4 2022Q3 20234
Nikulski Financial, Inc. 440.21%0.66%1.48%Q4 2017Q3 20184
WMS Partners, LLC 440.61%0.73%0.92%Q4 2022Q3 20234
VERITY Wealth Advisors 440.86%0.90%0.95%Q4 2018Q3 20194
Capasso Planning Partners LLC 440.15%0.16%0.17%Q4 2022Q3 20234
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 440.14%0.30%0.37%Q3 2018Q2 20194
Baltimore-Washington Financial Advisors, Inc. 440.06%0.07%0.07%Q1 2020Q4 20204
Mill Capital Management, LLC 440.01%0.01%0.01%Q3 2022Q2 20234
FSA Wealth Management LLC 310.02%0.02%0.02%Q4 2019Q4 20204
ONE Advisory Partners, LLC 440.17%0.23%0.24%Q4 2022Q3 20234
Callan Family Office, LLC 440.47%0.68%0.96%Q4 2022Q3 20234
GHP Investment Advisors, Inc. 440.00%0.00%0.00%Q1 2022Q4 20224
Life Planning Partners, Inc 440.02%0.02%0.03%Q4 2021Q3 20224
OLD DOMINION CAPITAL MANAGEMENT INC 440.05%0.05%0.05%Q4 2020Q3 20214
Cleary Gull Holdings Inc. 440.00%0.00%0.01%Q2 2015Q1 20164
Eagle Bay Advisors LLC 440.03%0.46%0.90%Q1 2022Q4 20224
WFG Advisors, LP 330.00%0.00%0.00%Q1 2014Q3 20143
Abacus Planning Group, Inc. 330.11%0.11%0.12%Q1 2020Q3 20203
Quantitative Investment Management, LLC 210.11%0.44%0.71%Q3 2017Q3 20183
Jefferies Group LLC 210.00%0.00%0.00%Q3 2013Q4 20173
MENORA MIVTACHIM HOLDINGS LTD. 330.00%0.00%0.00%Q1 2023Q3 20233
Better Money Decisions, LLC 330.07%0.08%0.08%Q1 2021Q3 20213
LGT Financial Advisors LLC 210.47%0.59%0.82%Q4 2022Q3 20233
TCG Advisors, LP 210.03%0.13%0.31%Q1 2019Q2 20203
Peak Capital Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
CoreCap Advisors, LLC 110.01%0.01%0.02%Q4 2021Q4 20223
CREATIVE FINANCIAL DESIGNS INC /ADV 330.00%0.00%0.00%Q4 2016Q2 20173
Secrest Blakey & Associates, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
Chico Wealth RIA 330.49%0.57%0.65%Q1 2022Q3 20223
MANUFACTURERS LIFE INSURANCE COMPANY, THE 210.00%0.01%0.03%Q2 2013Q2 20183
MRP Capital Investments, LLC 330.02%0.02%0.03%Q4 2022Q2 20233
Realta Investment Advisors 210.00%0.01%0.02%Q4 2022Q3 20233
Virtue Capital Management, LLC 210.05%0.08%0.12%Q4 2017Q3 20193
Integrated Investment Consultants, LLC 210.00%0.07%0.11%Q1 2018Q1 20233
EPIQ PARTNERS, LLC 331.84%2.51%3.25%Q1 2021Q3 20213
GREENUP STREET WEALTH MANAGEMENT LLC 330.09%0.10%0.11%Q1 2023Q3 20233
D. SCOTT NEAL, INC. 330.16%0.79%2.03%Q3 2019Q1 20203
MKD WEALTH COACHES, LLC 330.14%0.15%0.16%Q4 2018Q2 20193
Hackensack Meridian Health, Inc. 339.89%11.25%12.71%Q1 2022Q3 20223
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Flagship Private Wealth, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 330.04%0.04%0.05%Q3 2016Q1 20173
Tradewinds Global Investors, LLC 110.02%0.08%0.20%Q4 2013Q4 20153
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 330.01%0.04%0.06%Q4 2015Q2 20163
Pathway Financial Advisors LLC 330.06%0.06%0.06%Q4 2017Q2 20183
Virginia National Bank 331.08%1.53%2.28%Q1 2022Q3 20223
SRS Capital Advisors, Inc. 210.00%0.00%0.00%Q2 2021Q4 20223
Advisors Capital Management, LLC 210.02%0.02%0.03%Q4 2021Q4 20223
Genesis Wealth Advisors, LLC 330.87%2.68%3.92%Q4 2014Q2 20153
Centerstone Investors, LLC 3312.55%13.17%14.25%Q1 2023Q3 20233
CVA Family Office, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
ENTERPRISE FINANCIAL SERVICES CORP 330.01%0.01%0.01%Q2 2013Q4 20133
KB FINANCIAL PARTNERS, LLC 210.01%0.02%0.02%Q1 2021Q4 20213
Mandatum Life Insurance Co Ltd 110.02%0.04%0.06%Q4 2015Q2 20183
Apella Capital, LLC 330.03%0.03%0.03%Q2 2023Q4 20233
Vident Investment Advisory, LLC 330.02%0.02%0.02%Q4 2022Q2 20233
HM PAYSON & CO 330.00%0.00%0.00%Q1 2023Q3 20233
Laurel Wealth Advisors, Inc. 330.02%0.02%0.02%Q2 2022Q4 20223
AGF Investments LLC 210.00%0.00%0.00%Q1 2018Q4 20183
PFG Advisors 330.33%0.44%0.57%Q1 2023Q3 20233
Dana Investment Advisors, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Metis Global Partners, LLC 210.12%0.46%1.13%Q4 2022Q3 20233
Trivant Custom Portfolio Group, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Kingfisher Capital LLC 330.18%0.38%0.50%Q2 2016Q4 20163
GRIMES & COMPANY, INC. 330.01%0.02%0.02%Q2 2019Q4 20193
Walleye Trading LLC 110.00%0.00%0.00%Q2 2015Q1 20173
BREWIN DOLPHIN LTD 330.01%0.01%0.01%Q3 2020Q1 20213
Pinkerton Retirement Specialists, LLC 330.01%0.05%0.09%Q2 2016Q4 20163
Orin Green Financial, LLC 330.16%0.17%0.18%Q1 2021Q3 20213
CREDIT AGRICOLE S A 210.00%0.00%0.00%Q4 2022Q3 20233
Y-Intercept (Hong Kong) Ltd 210.10%0.12%0.16%Q2 2022Q3 20233
Geneva Advisors, LLC 330.01%0.01%0.01%Q4 2016Q2 20173
INTEGRATED WEALTH COUNSEL, LLC 330.03%0.03%0.03%Q3 2013Q1 20143
BIP Wealth, LLC 330.65%0.94%1.51%Q1 2023Q3 20233
Capricorn Investment Group LLC 330.48%0.62%0.75%Q4 2021Q2 20223
NEW YORK STATE COMMON RETIREMENT FUND 110.00%0.00%0.00%Q1 2019Q3 20233
Edgestream Partners, L.P. 330.03%0.04%0.06%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
AEGON USA Investment Management, LLC 330.07%0.08%0.09%Q3 2014Q1 20153
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 110.01%0.80%2.37%Q1 2015Q1 20223
Wealth Alliance 210.09%0.11%0.14%Q1 2020Q3 20223
Argent Wealth Management LLC 330.06%0.07%0.08%Q4 2019Q2 20203
WCM INVESTMENT MANAGEMENT, LLC 330.00%0.03%0.08%Q4 2022Q2 20233
Plante Moran Financial Advisors, LLC 110.00%0.03%0.08%Q2 2015Q1 20233
BECKER CAPITAL MANAGEMENT INC 330.03%0.03%0.03%Q1 2023Q3 20233
Darwin Wealth Management, LLC 210.03%0.10%0.15%Q2 2018Q1 20203
QCM Cayman, Ltd. 110.23%1.19%1.78%Q2 2020Q3 20213
JFG Wealth Management, LLC 330.12%0.12%0.12%Q1 2023Q3 20233
NWK Group, Inc. 330.06%0.06%0.06%Q4 2021Q2 20223
Sustainable Growth Advisers, LP 210.01%0.03%0.06%Q1 2017Q1 20183
Red Door Wealth Management, LLC 210.01%0.01%0.02%Q1 2020Q2 20213
FCG ADVISORS, LLC 330.06%0.06%0.06%Q1 2020Q3 20203
Ruggaard & Associates LLC 330.14%0.14%0.14%Q1 2023Q3 20233
NICOLET ADVISORY SERVICES, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
North Star Investment Management Corp. 330.00%0.00%0.00%Q3 2019Q1 20203
BANK PICTET & CIE (ASIA) LTD 331.23%1.34%1.52%Q4 2013Q2 20143
Visionary Wealth Advisors 330.02%0.02%0.02%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.02%0.03%0.03%Q1 2023Q3 20233
SII INVESTMENTS INC/WI 330.02%0.04%0.05%Q4 2016Q2 20173
Phoenix Wealth Advisors 330.01%0.01%0.01%Q1 2021Q3 20213
INTREPID CAPITAL MANAGEMENT INC 330.12%0.14%0.15%Q2 2019Q4 20193
CENTRAL TRUST Co 220.00%0.00%0.00%Q3 2015Q4 20152
Quantitative Strategies, Inc. 220.39%0.40%0.42%Q2 2023Q3 20232
WP Advisors, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
RELIANCE TRUST CO OF DELAWARE 220.03%0.03%0.03%Q3 2017Q4 20172
FNY Managed Accounts LLC 220.01%0.12%0.23%Q3 2017Q4 20172
Yost Capital Management, LP 228.79%10.86%12.94%Q1 2019Q2 20192
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q4 2018Q1 20192
HBW ADVISORY SERVICES LLC 220.07%0.07%0.07%Q4 2022Q1 20232
Austin Private Wealth, LLC 221.18%1.31%1.45%Q4 2019Q1 20202
Atom Investors LP 225.15%11.20%17.26%Q2 2023Q3 20232
Financial Planners of Cleveland, Inc. 220.10%0.80%1.49%Q4 2021Q1 20222
Arbor Investment Advisors, LLC 110.06%0.08%0.09%Q4 2017Q4 20192
EVERGREEN CAPITAL MANAGEMENT LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Efficient Advisors, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
SG3 Management, LLC 110.09%0.09%0.09%Q4 2021Q4 20212
TBH Global Asset Management, LLC 220.23%0.24%0.24%Q4 2019Q1 20202
RWA WEALTH PARTNERS, LLC 110.00%0.03%0.06%Q2 2018Q4 20182
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
TRANSCEND CAPITAL ADVISORS, LLC 110.03%0.06%0.08%Q4 2019Q2 20222
Main Management LLC 220.05%0.05%0.05%Q3 2015Q4 20152
Matterhorn Capital Management, LLC 220.16%0.17%0.18%Q2 2016Q3 20162
DOLIVER ADVISORS, LP 110.08%0.18%0.28%Q3 2021Q3 20222
ALETHEA CAPITAL MANAGEMENT, LLC 111.78%3.24%4.70%Q4 2014Q1 20162
RMB Capital Management, LLC 110.24%0.24%0.25%Q4 2018Q4 20192
Argentus Capital Management, LLC 110.03%0.61%1.19%Q3 2014Q1 20162
Headlands Technologies LLC 220.02%0.10%0.19%Q2 2023Q3 20232
Ellevest, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Avalon Investment & Advisory 220.01%0.01%0.01%Q4 2016Q1 20172
Vontobel Swiss Wealth Advisors AG 220.22%0.50%0.78%Q2 2019Q3 20192
BEL AIR INVESTMENT ADVISORS LLC 220.08%0.08%0.09%Q1 2021Q2 20212
Timber Hill LLC 110.04%0.21%0.39%Q3 2017Q1 20182
American Financial Network Advisory Services LLC 220.03%0.03%0.03%Q3 2017Q4 20172
Noked Israel Ltd 115.21%12.46%19.70%Q4 2018Q3 20192
Sumitomo Mitsui Trust Holdings, Inc. 220.02%0.02%0.02%Q3 2014Q4 20142
Hudock, Inc. 220.02%0.07%0.11%Q1 2020Q2 20202
Bluefin Trading, LLC 110.02%0.25%0.47%Q1 2014Q4 20192
AGF Investments America Inc. 220.01%0.01%0.01%Q1 2019Q2 20192
CHOREO, LLC 220.04%0.05%0.05%Q1 2016Q2 20162
Noked Capital LTD 115.21%12.46%19.70%Q4 2018Q3 20192
VIVID FINANCIAL MANAGEMENT, INC. 224.50%4.83%5.16%Q4 2019Q1 20202
Evergreen Wealth Solutions, LLC 220.29%0.36%0.42%Q1 2022Q2 20222
SECURITY NATIONAL TRUST CO 220.00%0.00%0.01%Q4 2019Q1 20202
BOKF, NA 110.01%0.01%0.02%Q4 2014Q4 20182
Integrated Wealth Concepts LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Camarda Financial Advisors, LLC 110.02%0.53%1.03%Q2 2013Q2 20232
AWM CAPITAL, LLC 220.20%1.60%3.00%Q1 2022Q2 20222
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20232
WEST BANCORPORATION INC 220.02%0.02%0.03%Q2 2020Q3 20202
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 110.08%0.52%0.96%Q3 2018Q3 20192
Fifth Third Wealth Advisors LLC 220.24%0.26%0.27%Q3 2023Q4 20232
Rockbridge Investment Management, LCC 220.00%0.00%0.00%Q3 2020Q4 20202
Trek Financial, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
FURE FINANCIAL CORP 220.00%7.30%14.59%Q4 2020Q1 20212
Corbenic Partners LLC 220.01%0.01%0.01%Q3 2017Q4 20172
SENTINEL TRUST CO LBA 220.11%0.28%0.44%Q4 2020Q1 20212
RiverGlades Family Offices LLC 220.48%0.80%1.12%Q1 2019Q2 20192
CI INVESTMENTS INC. 221.96%3.46%4.95%Q1 2020Q2 20202
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Great Point Wealth Advisors, LLC 110.38%0.90%1.41%Q4 2018Q1 20212
Private Capital Group, LLC 110.01%0.02%0.04%Q4 2018Q3 20192
Calamos Wealth Management LLC 220.05%0.05%0.05%Q1 2017Q2 20172
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Global Trust Asset Management, LLC 220.33%0.35%0.37%Q4 2017Q1 20182
STIFEL NICOLAUS & CO INC \MO\ 220.03%0.03%0.03%Q2 2013Q3 20132
Royal Fund Management, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
MCKINLEY CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2017Q3 20172
COZAD ASSET MANAGEMENT INC 220.05%0.05%0.05%Q2 2020Q3 20202
Western Pacific Wealth Management, LP 220.10%0.11%0.11%Q4 2021Q1 20222
Level Financial Advisors 220.02%0.02%0.02%Q2 2023Q3 20232
BLUEFIN CAPITAL MANAGEMENT, LLC 220.06%0.07%0.07%Q2 2021Q3 20212
Stone House Investment Management, LLC 220.28%0.49%0.71%Q3 2019Q4 20192
Waverton Investment Management Ltd 220.24%0.24%0.24%Q2 2015Q3 20152
MOORE CAPITAL MANAGEMENT, LP 220.06%0.06%0.07%Q1 2015Q2 20152
Kalos Management, Inc. 110.01%0.01%0.02%Q4 2015Q1 20232
Wick Capital Partners, LLC 111.28%1.88%2.48%Q4 2021Q1 20232
Sterling Investment Counsel, LLC 220.14%0.46%0.79%Q4 2021Q1 20222
NIEMANN CAPITAL MANAGEMENT INC 221.18%1.42%1.66%Q1 2020Q2 20202
Farther Finance Advisors, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q3 2014Q4 20222
Caption Management, LLC 220.41%0.44%0.47%Q2 2021Q3 20212
Beacon Financial Advisory LLC 220.29%0.35%0.40%Q4 2019Q1 20202
Proficio Capital Partners LLC 220.38%0.41%0.43%Q4 2017Q1 20182
Van Hulzen Asset Management, LLC 220.06%0.14%0.22%Q2 2019Q3 20192
Live Your Vision, LLC 110.02%0.04%0.05%Q3 2017Q1 20182
Counsel Portfolio Services Inc. 220.62%1.02%1.43%Q1 2016Q2 20162
FLAGSTAR ADVISORS INC 110.05%0.05%0.05%Q3 2021Q3 20222
Vigilant Capital Management, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Plan Group Financial, LLC 224.17%6.88%9.58%Q2 2023Q3 20232
Koshinski Asset Management, Inc. 110.06%0.07%0.08%Q2 2017Q4 20172
PFW Advisors LLC 220.56%0.56%0.57%Q2 2023Q3 20232
MCIA Inc 220.50%0.52%0.54%Q1 2020Q2 20202
Jane Street Holding, LLC 220.00%0.15%0.30%Q3 2013Q4 20132
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD 224.86%15.10%25.34%Q4 2012Q1 20132
Moran Wealth Management, LLC 110.01%0.05%0.09%Q4 2022Q3 20232
Exos TFP Holdings LLC 220.03%0.40%0.77%Q3 2022Q4 20222
CALIBER WEALTH MANAGEMENT, LLC 220.20%0.23%0.26%Q4 2020Q1 20212
ACCURATE INVESTMENT SOLUTIONS, INC. 220.30%0.60%0.90%Q4 2019Q1 20202
Soltis Investment Advisors LLC 220.45%0.51%0.57%Q4 2019Q1 20202
Consolidated Planning Corp 220.05%0.07%0.08%Q2 2023Q3 20232
Johns Hopkins University 224.53%5.53%6.54%Q2 2023Q3 20232
USA FINANCIAL FORMULAS 110.04%0.12%0.20%Q2 2017Q4 20212
Blackhawk Capital Partners LLC. 220.00%0.00%0.00%Q4 2017Q1 20182
BB&T INVESTMENT SERVICES, INC. 220.02%0.02%0.02%Q3 2017Q4 20172
State of Wyoming 110.00%0.00%0.00%Q1 2021Q1 20222
Accredited Investors Inc. 220.05%0.13%0.22%Q3 2015Q4 20152
HawsGoodwin Investment Management LLC 220.05%0.05%0.06%Q4 2019Q1 20202
CAXTON ASSOCIATES LP 220.02%0.03%0.04%Q3 2013Q4 20132
Water Oak Advisors LLC 220.82%1.04%1.25%Q1 2017Q2 20172
CreativeOne Wealth, LLC 110.02%0.03%0.04%Q4 2020Q4 20212
AFT, FORSYTH & COMPANY, INC. 220.00%0.00%0.00%Q2 2013Q3 20132
Souders Financial Advisors 110.20%0.21%0.22%Q4 2021Q4 20222
Global Alpha Capital Management Ltd. 221.84%1.88%1.93%Q2 2020Q3 20202
Copperleaf Capital, LLC 220.90%0.91%0.92%Q2 2020Q3 20202
Ionic Capital Management LLC 220.04%0.08%0.11%Q1 2018Q2 20182
CLIFFORD SWAN INVESTMENT COUNSEL LLC 220.19%0.23%0.26%Q3 2021Q4 20212
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Oak Grove Capital LLC 220.26%0.26%0.26%Q3 2019Q4 20192
CCG WEALTH MANAGEMENT, LLC 220.21%0.23%0.25%Q1 2022Q2 20222
PICTET BANK & TRUST Ltd 110.08%2.35%4.61%Q1 2019Q4 20192
Advocacy Wealth Management Services, LLC 220.02%0.02%0.02%Q2 2019Q3 20192
Summit Financial Strategies, Inc. 220.04%0.04%0.04%Q2 2023Q3 20232
First Ascent Asset Management, LLC 220.37%0.53%0.69%Q4 2019Q1 20202
Sharp Capital Gestora de Recursos Ltda. 228.39%12.63%16.86%Q1 2021Q2 20212
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CONFLUENCE INVESTMENT MANAGEMENT LLC 220.17%0.18%0.19%Q1 2014Q2 20142
DIXON HUBARD FEINOUR & BROWN INC/VA 220.02%0.02%0.02%Q4 2021Q1 20222
MILLIE CAPITAL MANAGEMENT, LLC 220.40%0.42%0.44%Q2 2016Q3 20162
Analyst IMS Investment Management Services Ltd. 110.02%0.02%0.03%Q3 2018Q3 20232
INSIGNEO ADVISORY SERVICES, LLC 220.13%0.14%0.14%Q2 2023Q3 20232
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
MATTERN CAPITAL MANAGEMENT, LLC 220.04%0.04%0.05%Q2 2023Q3 20232
Richard P Slaughter Associates Inc 110.17%0.17%0.17%Q3 2022Q3 20221
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q4 2022Q4 20221
Holistic Financial Partners 111.95%1.95%1.95%Q1 2019Q1 20191
Verus Financial Partners, Inc. 110.11%0.11%0.11%Q3 2020Q3 20201
Susquehanna International Group Ltd. 110.07%0.07%0.07%Q1 2022Q1 20221
Alpine Global Management, LLC 110.17%0.17%0.17%Q4 2017Q4 20171
Live Oak Investment Partners 110.02%0.02%0.02%Q2 2023Q2 20231
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Menard Financial Group LLC 115.39%5.39%5.39%Q4 2019Q4 20191
Wagner Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
ExodusPoint Capital Management, LP 110.01%0.01%0.01%Q2 2021Q2 20211
Oak Asset Management, LLC 110.28%0.28%0.28%Q2 2022Q2 20221
NISA INVESTMENT ADVISORS, LLC 112.39%2.39%2.39%Q4 2015Q4 20151
RIVERSEDGE ADVISORS, LLC 110.26%0.26%0.26%Q1 2020Q1 20201
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
FIRST HORIZON CORP 110.00%0.00%0.00%Q3 2020Q3 20201
ARCH CAPITAL GROUP LTD. 112.68%2.68%2.68%Q4 2020Q4 20201
Cascadia Advisory Services, LLC 110.68%0.68%0.68%Q4 2019Q4 20191
BECK CAPITAL MANAGEMENT, LLC 110.32%0.32%0.32%Q3 2014Q3 20141
Cypress Wealth Services, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
WASHINGTON TRUST BANK 110.02%0.02%0.02%Q4 2016Q4 20161
Jackson Wealth Management, LLC 112.45%2.45%2.45%Q2 2015Q2 20151
OptiFour Integrated Wealth Management, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
Anfield Capital Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
SMITH, MOORE & CO. 110.16%0.16%0.16%Q2 2021Q2 20211
Homrich & Berg 110.01%0.01%0.01%Q4 2019Q4 20191
EXANE DERIVATIVES 111.71%1.71%1.71%Q2 2022Q2 20221
FIDUCIARY TRUST INTERNATIONAL LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Bedell Frazier Investment Counselling, LLC 115.72%5.72%5.72%Q4 2022Q4 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2022Q2 20221
GREENWOOD CAPITAL ASSOCIATES LLC 110.05%0.05%0.05%Q3 2022Q3 20221
qPULA Trading Management LP 110.99%0.99%0.99%Q4 2020Q4 20201
Meiji Yasuda Life Insurance Co 111.98%1.98%1.98%Q3 2016Q3 20161
QUEST CAPITAL MANAGEMENT INC /ADV 110.62%0.62%0.62%Q4 2018Q4 20181
Stratos Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Destination Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
WEALTHCARE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CIBC WORLD MARKETS CORP 110.07%0.07%0.07%Q1 2023Q1 20231
Maxim Capital Management LLC 110.21%0.21%0.21%Q2 2020Q2 20201
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2018Q3 20181
Clear Creek Financial Management, LLC 110.23%0.23%0.23%Q3 2020Q3 20201
KMG FIDUCIARY PARTNERS, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
PURSUE WEALTH PARTNERS LLC 110.03%0.03%0.03%Q1 2022Q1 20221
MOODY ALDRICH PARTNERS LLC 119.43%9.43%9.43%Q4 2019Q4 20191
Employees Retirement System of Texas 110.66%0.66%0.66%Q3 2022Q3 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.04%0.04%0.04%Q2 2018Q2 20181
RIVER GLOBAL INVESTORS LLP 114.37%4.37%4.37%Q4 2014Q4 20141
CANTILLON CAPITAL MANAGEMENT LLC 111.52%1.52%1.52%Q3 2016Q3 20161
Windsor Wealth Management, Inc. 110.05%0.05%0.05%Q4 2020Q4 20201
Select Asset Management & Trust 110.42%0.42%0.42%Q2 2015Q2 20151
TIAA CREF TRUST CO FSB/MO 110.29%0.29%0.29%Q4 2013Q4 20131
Peregrine Asset Advisers, Inc. 110.52%0.52%0.52%Q3 2023Q3 20231
PVG Asset Management 110.37%0.37%0.37%Q2 2015Q2 20151
WealthBridge Capital Management, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
STRATEGIC WEALTH MANAGEMENT INC 110.72%0.72%0.72%Q4 2012Q4 20121
Mawer Investment Management Ltd. 110.00%0.00%0.00%Q4 2022Q4 20221
NexWave Capital Partners LLC 112.51%2.51%2.51%Q4 2019Q4 20191
Fairpointe Capital LLC 110.08%0.08%0.08%Q2 2019Q2 20191
FAYEZ SAROFIM & CO 110.00%0.00%0.00%Q4 2022Q4 20221
GENWORTH FINANCIAL INC 110.21%0.21%0.21%Q2 2013Q2 20131
MARSHALL FINANCIAL GROUP INC /ADV 110.20%0.20%0.20%Q4 2018Q4 20181
Austin Wealth Management, LLC 110.77%0.77%0.77%Q3 2023Q3 20231
Liberty Mutual Group Asset Management Inc. 111.95%1.95%1.95%Q3 2017Q3 20171
Strategic Wealth Partners Group, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Zebra Capital Management LLC 110.25%0.25%0.25%Q2 2013Q2 20131
TrinityPoint Wealth, LLC 110.19%0.19%0.19%Q4 2022Q4 20221
PACIFIC FINANCIAL GROUP INC 111.59%1.59%1.59%Q4 2018Q4 20181
WRAPMANAGER INC 110.13%0.13%0.13%Q4 2022Q4 20221
Windsor Advisory Group, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Fragasso Group Inc. 112.44%2.44%2.44%Q4 2013Q4 20131
Baring International Investment Ltd 110.06%0.06%0.06%Q2 2014Q2 20141
Stonehearth Capital Management, LLC 110.98%0.98%0.98%Q4 2023Q4 20231
Cornerstone Wealth Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Winthrop Partners - WNY, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Claro Advisors LLC 110.05%0.05%0.05%Q4 2018Q4 20181
DRIEHAUS CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q2 2019Q2 20191
Wealthquest Corp 1126.89%26.89%26.89%Q4 2014Q4 20141
Financial Gravity Companies, Inc. 110.03%0.03%0.03%Q4 2018Q4 20181
FIRST NATIONAL BANK OF OMAHA 110.16%0.16%0.16%Q4 2018Q4 20181
Thomasville National Bank 110.01%0.01%0.01%Q1 2015Q1 20151
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
AXA S.A. 110.00%0.00%0.00%Q2 2013Q2 20131
Selective Wealth Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
REFRAME WEALTH, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.79%0.79%0.79%Q3 2019Q3 20191
9258 Wealth Management, LLC 110.24%0.24%0.24%Q4 2022Q4 20221
Mariner Wealth Advisors-Madison, LLC 110.06%0.06%0.06%Q3 2013Q3 20131
Emerald Advisors, LLC 110.41%0.41%0.41%Q4 2019Q4 20191
PRELUDE CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Bruderman Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
TEACHER RETIREMENT SYSTEM OF TEXAS 110.01%0.01%0.01%Q1 2019Q1 20191
CIBC Asset Management Inc 110.00%0.00%0.00%Q4 2018Q4 20181
Cornerstone Capital, Inc. 110.03%0.03%0.03%Q1 2019Q1 20191
SANDERS MORRIS HARRIS LLC 110.06%0.06%0.06%Q1 2016Q1 20161
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q3 2019Q3 20191
KABOUTER MANAGEMENT, LLC 116.29%6.29%6.29%Q4 2022Q4 20221
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q4 2017Q4 20171
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Quantitative Advantage, LLC 110.28%0.28%0.28%Q4 2018Q4 20181
Covington Capital Management 110.15%0.15%0.15%Q3 2020Q3 20201
Mariner Wealth Advisors-NYC, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
St. James Investment Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Reservoir Operations, L.P. 1167.88%67.88%67.88%Q2 2017Q2 20171
Donoghue Forlines LLC 112.49%2.49%2.49%Q3 2019Q3 20191
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
440 INVESTMENT GROUP, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
MEEDER ASSET MANAGEMENT INC 110.05%0.05%0.05%Q4 2015Q4 20151
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q3 2023Q3 20231
Sunbelt Securities, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Vident Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Lourd Capital, LLC 110.13%0.13%0.13%Q4 2018Q4 20181
NWAM LLC 110.98%0.98%0.98%Q2 2015Q2 20151
Lombard Odier Asset Management (Switzerland) SA 110.01%0.01%0.01%Q3 2016Q3 20161
CABANA LLC 110.00%0.00%0.00%Q4 2019Q4 20191
PRICE T ROWE ASSOCIATES INC /MD/ 110.00%0.00%0.00%Q4 2020Q4 20201
Covenant Partners, LLC 110.11%0.11%0.11%Q1 2019Q1 20191
Dorsey Wright & Associates 110.33%0.33%0.33%Q4 2018Q4 20181
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Cornerstone Advisory, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Johnson & White Wealth Management, LLC 110.27%0.27%0.27%Q4 2022Q4 20221
CenterStar Asset Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
ROTHSCHILD INVESTMENT LLC /IL 110.16%0.16%0.16%Q3 2016Q3 20161
COMERICA SECURITIES,INC. 110.10%0.10%0.10%Q3 2019Q3 20191
FIRST INTERSTATE BANK 110.09%0.09%0.09%Q4 2022Q4 20221
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
SANTA BARBARA ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Continuum Advisory, LLC 110.19%0.19%0.19%Q4 2017Q4 20171
Claybrook Capital, LLC 111.11%1.11%1.11%Q4 2018Q4 20181
Schonfeld Strategic Advisors LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Portfolio Strategies Inc 110.26%0.26%0.26%Q4 2017Q4 20171
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Alphadyne Asset Management LP 112.48%2.48%2.48%Q4 2019Q4 20191
LINCOLN NATIONAL CORP 110.03%0.03%0.03%Q4 2016Q4 20161
Investors Capital Advisory Services 110.23%0.23%0.23%Q4 2015Q4 20151
BAILARD, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
TradeLink Global Equity LLC 110.05%0.05%0.05%Q4 2014Q4 20141
Valence8 US LP 112.95%2.95%2.95%Q3 2023Q3 20231
Oxler Private Wealth LLC 110.00%0.00%0.00%Q3 2022Q3 20221
PICTET ASSET MANAGEMENT LTD 110.01%0.01%0.01%Q2 2014Q2 20141
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
MARINO, STRAM & ASSOCIATES LLC 110.25%0.25%0.25%Q4 2019Q4 20191
KCS Wealth Advisory 110.04%0.04%0.04%Q3 2019Q3 20191
Parker Investment Management, LLC 115.12%5.12%5.12%Q1 2019Q1 20191
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Paulson Wealth Management Inc. 110.06%0.06%0.06%Q4 2017Q4 20171
PZENA INVESTMENT MANAGEMENT LLC 110.04%0.04%0.04%Q3 2019Q3 20191
GYL FINANCIAL SYNERGIES, LLC 110.20%0.20%0.20%Q1 2019Q1 20191
HORIZON KINETICS ASSET MANAGEMENT LLC 111.58%1.58%1.58%Q1 2020Q1 20201
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Ruggie Capital Group 110.02%0.02%0.02%Q4 2018Q4 20181
Kerntke Otto McGlone Wealth Management Group 110.04%0.04%0.04%Q4 2022Q4 20221
Allspring Global Investments Holdings, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NorthCrest Asset Manangement, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.09%0.09%0.09%Q3 2020Q3 20201
Atomi Financial Group, Inc. 110.19%0.19%0.19%Q1 2023Q1 20231
First Command Bank 110.01%0.01%0.01%Q3 2022Q3 20221
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
SUMITOMO MITSUI FINANCIAL GROUP, INC. 110.04%0.04%0.04%Q1 2018Q1 20181
OLD MISSION CAPITAL, LLC 112.91%2.91%2.91%Q4 2020Q4 20201
MANAGED ASSET PORTFOLIOS, LLC 110.45%0.45%0.45%Q4 2022Q4 20221
Verition Fund Management LLC 110.03%0.03%0.03%Q1 2017Q1 20171
BEAM WEALTH ADVISORS, INC. 111.29%1.29%1.29%Q4 2019Q4 20191
EASTERN BANK 110.01%0.01%0.01%Q4 2022Q4 20221
ARGENTIERE CAPITAL AG 111.53%1.53%1.53%Q1 2018Q1 20181
Ackerman Capital Advisors, LLC 110.50%0.50%0.50%Q1 2020Q1 20201
Cavalier Investments, LLC 111.29%1.29%1.29%Q3 2017Q3 20171
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Jordan Park Group LLC 110.02%0.02%0.02%Q1 2020Q1 20201
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20151
HIGH POINTE CAPITAL MANAGEMENT LLC 110.11%0.11%0.11%Q4 2013Q4 20131
Paragon Advisors, LLC 111.53%1.53%1.53%Q2 2022Q2 20221
Security National Bank 110.30%0.30%0.30%Q1 2020Q1 20201
Advance Capital Management, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
XR Securities LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Guidance Point Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Turim 21 Investimentos Ltda. 110.60%0.60%0.60%Q1 2022Q1 20221
FineMark National Bank & Trust 110.00%0.00%0.00%Q2 2016Q2 20161
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Privium Fund Management (UK) Ltd 1116.36%16.36%16.36%Q4 2022Q4 20221
BlackDiamond Wealth Management, LLC 110.36%0.36%0.36%Q1 2022Q1 20221
Aristotle Capital Management, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
TCG Advisory Services, LLC 110.24%0.24%0.24%Q4 2020Q4 20201
ClearBridge Investments 110.00%0.00%0.00%Q4 2016Q4 20161
Annis Gardner Whiting Capital Advisors, LLC 112.83%2.83%2.83%Q3 2023Q3 20231
Marquette Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Voya Financial Advisors, Inc. 110.04%0.04%0.04%Q4 2018Q4 20181
Legacy Financial Advisors, Inc. 110.30%0.30%0.30%Q1 2018Q1 20181
Systematic Alpha Investments, LLC 110.36%0.36%0.36%Q4 2021Q4 20211
Linscomb & Williams, Inc. 110.10%0.10%0.10%Q4 2016Q4 20161
Permit Capital Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.00%0.00%0.00%Q3 2020Q3 20201
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Hendershot Investments Inc. 110.13%0.13%0.13%Q1 2017Q1 20171
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Financial Architects, Inc 110.38%0.38%0.38%Q3 2015Q3 20151
Nordwand Advisors, LLC 110.16%0.16%0.16%Q4 2022Q4 20221
Aprio Wealth Management, LLC 110.17%0.17%0.17%Q4 2019Q4 20191
AIA Group Ltd 114.21%4.21%4.21%Q4 2016Q4 20161
First Command Financial Services, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
NBC SECURITIES, INC. 110.10%0.10%0.10%Q3 2023Q3 20231
HIGHFIELDS CAPITAL MANAGEMENT LP 110.35%0.35%0.35%Q2 2018Q2 20181
SHUFRO ROSE & CO LLC 111.84%1.84%1.84%Q4 2022Q4 20221
WealthTrust-Arizona, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
AMERICAN NATIONAL BANK 110.09%0.09%0.09%Q2 2016Q2 20161
MURPHY CAPITAL MANAGEMENT INC 110.05%0.05%0.05%Q1 2017Q1 20171
Virtus Family Office LLC 110.81%0.81%0.81%Q3 2022Q3 20221
FourThought Financial, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Braun-Bostich & Associates Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Stuart Chaussee & Associates, Inc. 1118.28%18.28%18.28%Q4 2017Q4 20171
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.27%0.27%0.27%Q4 2014Q4 20141
NBT BANK N A /NY 110.07%0.07%0.07%Q1 2016Q1 20161
Spearhead Capital Advisors, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
CONGRESS ASSET MANAGEMENT CO /MA 110.30%0.30%0.30%Q1 2016Q1 20161
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
AVIANCE CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Marcum Wealth, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Financial Consulate Inc. 110.11%0.11%0.11%Q2 2021Q2 20211
External links

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