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%0.08%Q2 2013Q3 2023113
CITIGROUP INC 42420.00%0.08%0.40%Q2 2013Q3 202394
Citadel Advisors 3410.00%0.01%0.14%Q1 2014Q3 202391
GOLDMAN SACHS GROUP INC 4240.00%0.03%0.16%Q1 2012Q3 202385
Cutler Group LLC / CA 32320.00%0.02%0.27%Q4 2015Q3 202381
BANK OF AMERICA CORP /DE/ 42420.00%0.02%0.07%Q2 2013Q3 202378
BARCLAYS PLC 42420.00%0.06%0.37%Q2 2013Q3 202372
CREDIT SUISSE AG/ 43430.00%0.04%0.22%Q1 2013Q3 202370
Parallax Volatility Advisers, L.P. 2930.00%0.02%0.16%Q4 2014Q4 202270
UBS Group AG 36360.00%0.08%0.35%Q4 2014Q3 202367
HSBC HOLDINGS PLC 44440.00%0.03%0.40%Q4 2012Q3 202365
JANE STREET GROUP, LLC 2930.00%0.10%0.91%Q1 2014Q3 202362
BlackRock Inc. 42420.00%0.03%0.17%Q2 2013Q3 202355
BNP PARIBAS FINANCIAL MARKETS 40400.00%0.08%0.57%Q4 2013Q3 202355
WOLVERINE TRADING, LLC 920.00%0.02%0.14%Q3 2016Q1 202354
BlueCrest Capital Management Ltd 2210.03%2.04%9.59%Q1 2017Q3 202351
Rehmann Capital Advisory Group 3410.00%0.11%0.27%Q3 2010Q3 202350
ROYAL BANK OF CANADA 42420.00%0.08%0.21%Q2 2013Q3 202346
NWAM LLC 32130.02%0.38%0.97%Q2 2012Q3 202345
Bank of New York Mellon Corp 42420.00%0.02%0.05%Q2 2013Q3 202344
New England Private Wealth Advisors LLC 44440.13%0.89%2.02%Q4 2012Q3 202344
WELLS FARGO & COMPANY/MN 42420.00%0.27%0.55%Q2 2013Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.02%0.08%0.14%Q4 2012Q3 202344
UBS ASSET MANAGEMENT AMERICAS INC 42420.00%0.05%0.29%Q2 2013Q3 202343
Capital Analysts, LLC 3490.00%0.45%1.05%Q4 2012Q3 202343
Freedom Investment Management, Inc. 43430.06%0.32%0.83%Q1 2013Q3 202343
RAYMOND JAMES & ASSOCIATES 42420.00%0.09%0.32%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.01%0.08%0.14%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.00%0.04%0.08%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.09%1.28%2.56%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.02%0.04%Q2 2013Q3 202342
HUNTINGTON NATIONAL BANK 1810.00%0.00%0.02%Q3 2009Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.05%0.11%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.04%0.06%0.11%Q2 2013Q3 202342
MILLENNIUM MANAGEMENT LLC 2150.00%0.01%0.14%Q1 2014Q3 202342
US BANCORP \DE\ 42420.00%0.12%0.30%Q2 2013Q3 202342
LPL Financial LLC 42420.03%0.23%0.53%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.00%0.10%0.47%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.02%0.04%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.01%0.09%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.01%0.03%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%1.84%4.55%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.06%0.18%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.07%0.40%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.10%0.23%Q2 2013Q3 202342
MORGAN STANLEY 42420.02%0.07%0.14%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.07%0.36%1.13%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.08%0.32%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.03%0.08%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.00%0.01%0.06%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.06%0.50%1.71%Q2 2013Q3 202342
Wharton Business Group, LLC 3380.20%0.35%0.60%Q2 2013Q3 202341
Neuberger Berman Group LLC 3740.00%0.06%0.16%Q2 2013Q3 202341
ASSETMARK, INC 41410.13%0.59%1.27%Q3 2013Q3 202341
FMR LLC 41410.00%0.00%0.02%Q3 2013Q3 202341
Allianz Asset Management GmbH 3560.00%0.06%0.20%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.01%0.07%0.25%Q3 2013Q3 202341
Creative Planning 3380.00%0.00%0.01%Q2 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.08%0.17%Q4 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.02%0.26%Q2 2013Q3 202341
COMERICA BANK 3910.01%0.02%0.07%Q2 2013Q3 202340
Hilltop Holdings Inc. 2710.04%0.54%1.72%Q2 2013Q3 202340
CITY HOLDING CO 40400.02%0.08%0.31%Q4 2013Q3 202340
MEEDER ASSET MANAGEMENT INC 3640.00%1.59%4.55%Q2 2013Q3 202340
Modera Wealth Management, LLC 40400.07%8.38%19.48%Q4 2013Q3 202340
THRIVENT FINANCIAL FOR LUTHERANS 25150.01%0.06%0.27%Q3 2013Q3 202340
EFG Asset Management (Americas) Corp. 40400.05%0.19%0.40%Q4 2013Q3 202340
Blue Fin Capital, Inc. 40400.31%1.08%1.86%Q4 2013Q3 202340
Dynamic Advisor Solutions LLC 3360.02%0.23%0.46%Q4 2013Q3 202339
CAPTRUST FINANCIAL ADVISORS 2610.00%0.02%0.10%Q2 2013Q3 202339
Autus Asset Management, LLC 39390.54%0.97%1.28%Q2 2013Q4 202239
STIFEL FINANCIAL CORP 39390.01%0.02%0.10%Q1 2014Q3 202339
Employees Retirement System of Texas 39390.12%0.58%2.60%Q2 2013Q4 202239
Avior Wealth Management, LLC 25140.04%0.57%1.83%Q4 2013Q3 202339
ASSOCIATED BANC-CORP 39390.02%0.02%0.04%Q3 2013Q1 202339
REGIONS FINANCIAL CORP 2110.00%0.01%0.04%Q2 2013Q3 202339
COUNTRY TRUST BANK 39390.23%0.61%1.24%Q2 2014Q4 202339
Johnson Financial Group, Inc. 3090.01%0.04%0.13%Q4 2013Q3 202339
Perkins Coie Trust Co 39390.00%0.00%0.01%Q1 2014Q3 202339
Checchi Capital Advisers, LLC 25140.33%0.87%1.71%Q4 2013Q3 202339
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q2 2013Q3 202339
Brinker Capital Investments, LLC 3350.01%0.48%1.69%Q2 2013Q4 202238
1832 Asset Management L.P. 3260.00%0.18%0.40%Q1 2014Q3 202338
Stratos Wealth Partners, LTD. 38380.02%0.27%1.96%Q2 2014Q3 202338
Cetera Advisors LLC 38380.01%0.11%0.31%Q2 2014Q3 202338
COLONY GROUP LLC 2050.00%0.10%0.45%Q4 2013Q3 202338
NATIXIS 3620.00%0.02%0.06%Q2 2013Q3 202338
Atria Investments, Inc 1940.02%0.44%2.44%Q2 2013Q3 202337
WEBSTER BANK, N. A. 37370.01%0.12%0.33%Q3 2014Q3 202337
HAP Trading, LLC 910.00%0.36%5.28%Q3 2015Q4 202237
TD ASSET MANAGEMENT INC 1210.00%0.02%0.08%Q2 2013Q3 202337
Raymond James Financial Services Advisors, Inc. 3510.02%0.06%0.15%Q2 2013Q3 202337
Advisory Services Network, LLC 2710.01%0.21%3.10%Q2 2013Q3 202337
Mirae Asset Global Investments Co., Ltd. 3250.01%0.46%1.84%Q3 2013Q3 202337
Tortoise Investment Management, LLC 2980.00%0.04%0.35%Q4 2012Q2 202237
OPPENHEIMER & CO INC 2890.01%0.03%0.35%Q2 2013Q3 202337
DAVENPORT & Co LLC 3250.00%0.01%0.01%Q2 2013Q1 202337
Sigma Planning Corp 36360.02%0.13%0.54%Q4 2014Q3 202336
Betterment LLC 36360.18%1.99%2.94%Q4 2014Q3 202336
Towercrest Capital Management 36362.07%2.65%4.86%Q4 2014Q3 202336
SAGE FINANCIAL GROUP INC 36360.15%2.15%11.09%Q4 2014Q3 202336
Cetera Advisor Networks LLC 2930.01%0.03%0.08%Q1 2013Q3 202336
Regal Investment Advisors LLC 1410.02%0.18%1.51%Q2 2013Q3 202336
SEI INVESTMENTS CO 36360.04%0.42%0.61%Q4 2014Q3 202336
SCOTIA CAPITAL INC. 3060.01%0.05%0.10%Q3 2014Q3 202336
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 35350.03%0.43%1.34%Q1 2015Q3 202335
Argent Trust Co 35350.02%0.12%0.34%Q1 2015Q3 202335
BLAIR WILLIAM & CO/IL 35350.00%0.01%0.03%Q1 2015Q3 202335
BLB&B Advisors, LLC 3410.05%1.00%1.88%Q3 2013Q3 202335
FDx Advisors, Inc. 1520.03%0.24%0.75%Q2 2013Q3 202335
COMMERCE BANK 35350.00%0.02%0.04%Q1 2015Q3 202335
Baker Avenue Asset Management, LP 2540.11%0.63%0.94%Q2 2013Q3 202335
CLEAR INVESTMENT RESEARCH, LLC 35350.09%0.62%1.47%Q1 2015Q3 202335
Sandy Spring Bank 14100.00%0.05%0.22%Q2 2013Q3 202335
BAR HARBOR WEALTH MANAGEMENT 35350.12%0.38%0.77%Q1 2013Q3 202135
MARSHALL WACE, LLP 18180.00%0.07%0.34%Q4 2018Q1 202334
WRAPMANAGER INC 2770.12%0.87%1.39%Q3 2012Q3 202334
Ameritas Investment Partners, Inc. 3130.00%0.00%0.01%Q4 2014Q3 202334
Baird Financial Group, Inc. 34340.00%0.01%0.03%Q2 2015Q3 202334
CKW FINANCIAL GROUP 22120.08%0.21%1.01%Q1 2015Q3 202334
HM PAYSON & CO 2210.00%0.03%0.06%Q2 2013Q2 202234
ALPS ADVISORS INC 3210.00%0.09%0.25%Q2 2014Q4 202233
Brookstone Capital Management 33330.01%0.49%1.88%Q3 2015Q3 202333
INTERACTIVE FINANCIAL ADVISORS, INC. 2030.00%0.72%3.18%Q2 2013Q4 202233
QS Investors, LLC 33330.00%0.25%1.20%Q2 2013Q2 202133
CPWM, LLC 33330.04%0.16%0.47%Q4 2011Q4 201933
VICUS CAPITAL 2210.02%0.41%2.62%Q2 2014Q2 202333
MCF Advisors LLC 1610.00%0.03%0.75%Q4 2011Q3 202333
Parkside Financial Bank & Trust 33330.13%1.90%3.53%Q3 2015Q3 202333
IndexIQ Advisors LLC 2320.00%0.75%1.77%Q2 2013Q4 202133
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3120.02%0.22%0.50%Q2 2015Q3 202333
SG Americas Securities, LLC 22110.00%0.22%0.94%Q1 2015Q2 202333
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 19140.05%1.54%2.50%Q2 2015Q3 202333
Mitsubishi UFJ Asset Management Co., Ltd. 33330.00%0.36%1.09%Q3 2015Q3 202333
HighTower Advisors, LLC 3010.00%0.04%0.09%Q2 2013Q3 202332
Carroll Financial Associates, Inc. 2910.00%0.00%0.02%Q3 2013Q4 202132
Coastline Trust Co 32320.04%0.11%0.21%Q4 2014Q3 202232
Koshinski Asset Management, Inc. 32320.04%0.12%0.30%Q4 2015Q3 202332
CWM, LLC 2480.00%0.29%1.04%Q3 2015Q3 202332
WELLINGTON MANAGEMENT GROUP LLP 2840.00%0.01%0.05%Q3 2015Q3 202332
NORTHERN TRUST CORP 2810.00%0.00%0.01%Q2 2013Q3 202332
Cetera Investment Advisers 32320.06%0.12%0.25%Q4 2015Q3 202332
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 32320.00%0.00%0.01%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.00%0.02%0.06%Q1 2016Q4 202332
MUFG Americas Holdings Corp 2310.00%0.03%0.81%Q1 2013Q3 202232
Asset Management One Co., Ltd. 32320.04%0.08%0.16%Q4 2015Q3 202332
EP Wealth Advisors, LLC 2120.01%0.14%1.46%Q4 2014Q3 202332
M&T BANK CORP 2130.00%0.01%0.01%Q3 2013Q2 202331
Marquette Asset Management, LLC 2650.00%0.23%1.18%Q2 2013Q3 202331
EXANE DERIVATIVES 31310.00%0.14%0.40%Q4 2014Q2 202231
WEALTHSOURCE PARTNERS, LLC 31310.06%0.95%5.26%Q1 2016Q3 202331
Bartlett & Co. LLC 1670.00%0.01%0.06%Q4 2015Q4 202331
Retirement Planning Group, LLC 31310.04%1.08%4.30%Q2 2013Q4 202031
DUBUQUE BANK & TRUST CO 1630.00%0.16%0.46%Q1 2014Q3 202331
Allworth Financial LP 20110.00%0.00%0.02%Q4 2015Q3 202331
Sutton Wealth Advisors Inc. 31310.00%0.14%0.27%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.03%0.22%0.56%Q1 2016Q3 202331
AGF INVESTMENTS INC. 2710.00%0.01%0.02%Q2 2013Q4 202131
Transamerica Financial Advisors, Inc. 2310.00%0.13%0.72%Q2 2013Q3 202331
JAMES INVESTMENT RESEARCH INC 2740.00%0.04%0.30%Q3 2013Q4 202131
CITIZENS FINANCIAL GROUP INC/RI 30300.00%0.09%0.36%Q2 2016Q3 202330
IFP Advisors, Inc 1760.11%0.27%0.77%Q4 2015Q3 202330
ETRADE Capital Management LLC 30300.11%0.20%0.44%Q2 2013Q3 202030
Kistler-Tiffany Companies, LLC 2820.00%0.04%0.09%Q2 2013Q2 202330
Voya Financial Advisors, Inc. 2820.03%0.16%0.42%Q1 2015Q3 202330
D.A. DAVIDSON & CO. 1710.00%0.01%0.01%Q2 2013Q3 202330
NOMURA HOLDINGS INC 1410.00%0.09%0.38%Q2 2013Q3 202330
Snowden Capital Advisors LLC 2280.02%0.28%0.84%Q1 2016Q3 202330
First Allied Advisory Services, Inc. 30300.04%0.19%0.59%Q2 2013Q3 202030
Jefferies Group LLC 710.00%0.79%4.88%Q2 2013Q3 202230
CAHILL FINANCIAL ADVISORS INC 30300.21%0.66%0.92%Q2 2016Q3 202330
Morningstar Investment Services LLC 29290.00%0.72%1.46%Q3 2015Q3 202229
B. Riley Wealth Advisors, Inc. 2710.00%0.05%0.10%Q2 2014Q3 202329
ALLIANCEBERNSTEIN L.P. 2210.00%0.02%0.15%Q2 2014Q3 202329
OPTIMUM INVESTMENT ADVISORS 1430.02%0.07%0.15%Q3 2013Q2 202129
NEXT Financial Group, Inc 1420.00%0.20%0.76%Q2 2014Q4 202129
American Research & Management Co. 29290.00%0.22%0.36%Q2 2013Q2 202029
DEUTSCHE BANK AG\ 2360.01%0.02%0.04%Q3 2013Q3 202329
LEUTHOLD GROUP, LLC 1630.09%0.76%2.62%Q2 2013Q3 202329
MML INVESTORS SERVICES, LLC 2630.05%0.28%0.88%Q2 2015Q3 202329
SCHRODER INVESTMENT MANAGEMENT GROUP 1110.00%0.03%0.10%Q2 2013Q3 202329
Laurel Wealth Advisors, Inc. 2260.04%0.44%1.40%Q4 2015Q4 202228
SigFig Wealth Management, LLC 28280.64%1.90%3.91%Q4 2016Q3 202328
Itau Unibanco Holding S.A. 2440.02%0.18%0.53%Q3 2016Q3 202328
MATHER GROUP, LLC. 28280.06%3.29%8.12%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.02%0.06%0.14%Q4 2016Q3 202328
Pflug Koory, LLC 28280.01%0.07%0.14%Q4 2016Q3 202328
Jaffetilchin Investment Partners, LLC 2080.03%0.73%3.15%Q1 2015Q4 202228
DIMENSION CAPITAL MANAGEMENT LLC 28280.26%2.10%6.13%Q4 2016Q3 202328
TRUE Private Wealth Advisors 2170.00%0.51%4.33%Q4 2015Q3 202328
TOKIO MARINE ASSET MANAGEMENT CO LTD 2530.01%0.16%0.76%Q3 2013Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.16%0.57%1.66%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.03%0.18%0.46%Q4 2016Q3 202328
DUNCKER STREETT & CO INC 2530.00%0.02%0.08%Q2 2013Q2 202028
MISSION WEALTH MANAGEMENT, LP 28280.01%0.17%1.74%Q2 2015Q1 202228
Montecito Bank & Trust 28280.08%0.76%3.01%Q1 2017Q4 202328
GenTrust, LLC 28280.16%0.25%0.39%Q4 2016Q3 202328
Norway Savings Bank 28281.23%2.14%2.97%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.00%0.12%0.32%Q4 2016Q3 202328
Probity Advisors, Inc. 1821.48%3.30%4.53%Q2 2016Q3 202328
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 27270.23%0.48%0.67%Q1 2017Q3 202327
Parallel Advisors, LLC 2520.01%0.06%0.38%Q4 2016Q3 202327
Kingfisher Capital LLC 27270.07%0.17%0.25%Q1 2017Q3 202327
BOYS ARNOLD & CO INC 16110.06%0.11%0.15%Q2 2013Q1 202027
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 27270.00%0.15%0.22%Q1 2017Q3 202327
CI INVESTMENTS INC. 2160.00%0.34%2.34%Q4 2016Q3 202327
Gradient Investments LLC 2010.00%0.12%0.82%Q2 2013Q3 202327
COMMERZBANK AKTIENGESELLSCHAFT /FI 2340.00%0.05%0.26%Q2 2013Q1 202027
CLEAR STREET MARKETS LLC 810.00%0.58%3.94%Q2 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.05%0.28%0.71%Q2 2013Q4 201927
Occidental Asset Management, LLC 2340.19%1.80%4.34%Q2 2016Q3 202327
First Horizon Advisors, Inc. 2210.00%0.04%0.32%Q1 2012Q3 202327
NewEdge Advisors, LLC 27270.03%0.24%0.77%Q1 2017Q3 202327
REILLY FINANCIAL ADVISORS, LLC 1310.00%0.00%0.01%Q2 2013Q4 202127
Frontier Wealth Management LLC 1890.01%0.32%0.99%Q4 2014Q2 202227
Global Retirement Partners, LLC 2070.02%0.16%0.35%Q4 2016Q3 202327
WASHINGTON TRUST BANK 810.00%0.84%4.67%Q1 2014Q3 202327
ALESCO ADVISORS LLC 27270.02%0.03%0.04%Q1 2017Q3 202327
BlueSky Wealth Advisors, LLC 1880.07%1.55%3.09%Q4 2016Q3 202326
Cypress Capital Group 2510.04%0.17%0.27%Q2 2013Q4 202126
BB&T SECURITIES, LLC 26260.02%0.10%0.29%Q2 2013Q3 201926
Crossmark Global Holdings, Inc. 2510.03%0.04%0.06%Q3 2016Q3 202326
SUMITOMO MITSUI FINANCIAL GROUP, INC. 26260.03%0.57%3.85%Q2 2017Q3 202326
Canal Capital Management, LLC 1510.17%0.55%1.85%Q4 2014Q4 202226
SUNTRUST BANKS INC 26260.02%0.07%0.15%Q2 2013Q3 201926
Citizens Business Bank 26260.07%0.98%1.32%Q1 2014Q2 202026
Millburn Ridgefield Corp 26260.00%0.07%0.39%Q4 2016Q1 202326
AXA S.A. 26260.03%0.05%0.06%Q2 2013Q3 201926
LeJeune Puetz Investment Counsel LLC 26260.87%2.67%3.50%Q4 2016Q1 202326
Aveo Capital Partners, LLC 1410.05%0.21%1.13%Q4 2016Q3 202326
RAYMOND JAMES TRUST N.A. 1140.01%0.05%0.14%Q2 2013Q3 202326
Arcus Capital Partners, LLC 26260.11%0.27%0.70%Q2 2017Q3 202326
MACKENZIE FINANCIAL CORP 2510.00%0.04%0.24%Q1 2016Q3 202326
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 26264.70%11.12%19.38%Q2 2017Q3 202326
Financial Architects, Inc 1210.00%0.02%0.07%Q2 2013Q1 202226
Cordasco Financial Network 25250.01%0.02%0.02%Q4 2013Q4 201925
SIGNATUREFD, LLC 710.00%0.00%0.03%Q2 2013Q3 202325
HANCOCK WHITNEY CORP 25250.01%0.10%0.30%Q3 2017Q3 202325
Private Ocean, LLC 2010.00%0.30%4.36%Q4 2013Q3 202325
Horizon Investments, LLC 1110.07%0.75%2.68%Q2 2014Q3 202325
EDMOND DE ROTHSCHILD HOLDING S.A. 14110.00%0.02%0.06%Q2 2015Q3 202325
FRANKLIN RESOURCES INC 2140.00%0.01%0.02%Q1 2017Q3 202325
Intellectus Partners, LLC 1960.07%0.55%1.14%Q2 2017Q3 202325
Forefront Analytics, LLC 24240.42%3.83%6.24%Q4 2017Q3 202325
Highland Private Wealth Management 2141.72%2.90%4.30%Q2 2016Q3 202225
MONROE BANK & TRUST/MI 25251.22%1.49%1.74%Q2 2013Q2 201925
Sumitomo Mitsui Trust Holdings, Inc. 1710.00%0.02%0.04%Q2 2013Q3 202325
FIRST CITIZENS BANK & TRUST CO 1420.01%0.08%0.24%Q3 2016Q3 202325
Kalos Management, Inc. 1510.03%0.63%1.05%Q4 2015Q1 202325
Windsor Capital Management, LLC 25250.10%0.35%0.67%Q2 2013Q2 201925
Chesley Taft & Associates LLC 1730.02%0.08%0.25%Q2 2013Q4 202125
White Lighthouse Investment Management Inc. 24240.11%0.28%0.77%Q4 2017Q3 202324
Ionic Capital Management LLC 1620.01%5.54%17.06%Q1 2015Q2 202024
Front Row Advisors LLC 24240.01%0.02%0.05%Q4 2017Q3 202324
KCS Wealth Advisory 24240.88%2.24%3.81%Q4 2017Q3 202324
Venturi Wealth Management, LLC 1350.11%1.32%6.87%Q4 2016Q3 202324
Integrated Wealth Concepts LLC 24240.02%0.15%0.31%Q4 2017Q3 202324
Lee Financial Co 24240.00%1.40%5.44%Q4 2016Q3 202224
Mutual Advisors, LLC 24240.01%0.10%0.35%Q4 2017Q3 202324
STEPHENS INC /AR/ 2130.01%0.02%0.04%Q2 2013Q2 202324
BDO Wealth Advisors, LLC 1590.00%0.07%0.35%Q2 2017Q2 202324
D. E. Shaw & Co., Inc. 910.00%0.11%0.34%Q3 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.04%0.08%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.01%0.04%Q4 2017Q3 202324
New Potomac Partners, LLC 24240.74%1.62%2.18%Q4 2017Q3 202324
BANK OF NOVA SCOTIA 2010.06%0.54%1.25%Q1 2017Q3 202324
1834 INVESTMENT ADVISORS CO 2220.00%0.17%0.59%Q3 2015Q2 202224
Ballew Advisors, Inc 24240.37%0.67%0.92%Q4 2017Q3 202324
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 24240.00%0.05%0.21%Q2 2016Q1 202224
PARSONS CAPITAL MANAGEMENT INC/RI 24240.02%0.06%0.12%Q4 2017Q3 202324
ExodusPoint Capital Management, LP 1210.00%0.04%0.15%Q4 2019Q1 202324
Financial Advocates Investment Management 24240.03%0.11%0.22%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.03%0.09%Q4 2017Q3 202324
Financial Advisors Network, Inc. 1711.67%2.24%3.30%Q4 2016Q3 202324
Crewe Advisors LLC 24240.02%0.22%0.67%Q4 2017Q3 202324
WealthShield Partners, LLC 24240.03%0.22%0.61%Q4 2017Q3 202324
AOZORA BANK, LTD. 1863.06%21.40%44.61%Q3 2016Q3 202324
Kingsview Wealth Management, LLC 1760.01%0.08%0.18%Q4 2017Q3 202323
Wolf Group Capital Advisors 1410.14%0.27%0.46%Q2 2017Q3 202323
Sargent Bickham Lagudis LLC 23230.00%0.02%0.14%Q2 2017Q4 202223
TRUIST FINANCIAL CORP 23230.00%0.04%0.09%Q1 2018Q3 202323
Alliance Wealth Management Group 23230.77%1.83%3.28%Q4 2017Q2 202323
Arete Wealth Advisors, LLC 2030.02%0.14%0.38%Q4 2017Q3 202323
AE Wealth Management LLC 2110.00%0.06%0.15%Q4 2017Q3 202323
Perigon Wealth Management, LLC 1510.00%0.09%0.20%Q3 2011Q3 202323
TIAA, FSB 23230.01%0.29%0.74%Q4 2017Q2 202323
BANQUE PICTET & CIE SA 1670.00%0.03%0.08%Q1 2016Q2 202223
Flaharty Asset Management, LLC 23230.06%0.18%0.40%Q1 2017Q3 202223
Quad-Cities Investment Group, LLC 23230.14%0.47%0.85%Q1 2018Q3 202323
WINTRUST INVESTMENTS LLC 1660.10%0.42%0.69%Q4 2016Q2 202222
ARGI Investment Services, LLC 1910.02%0.07%0.24%Q4 2013Q4 202222
CAPE COD FIVE CENTS SAVINGS BANK 1220.04%0.16%0.93%Q4 2014Q3 202322
Leonetti & Associates, LLC 22220.08%0.16%0.25%Q2 2013Q3 201822
PINNACLE FINANCIAL PARTNERS INC 1660.01%0.05%0.12%Q4 2016Q4 202222
APPLETON GROUP, LLC 810.24%0.46%1.71%Q3 2013Q4 202122
PARK AVENUE SECURITIES LLC 1410.04%0.37%1.72%Q3 2015Q3 202322
FINANCIAL LIFE ADVISORS 22220.94%4.47%5.91%Q4 2017Q1 202322
BESSEMER GROUP INC 810.00%0.09%0.32%Q2 2013Q3 202322
Stairway Partners, LLC 22221.03%1.75%2.48%Q3 2018Q4 202322
SNS Financial Group, LLC 22220.09%0.25%0.54%Q2 2013Q3 201822
FOUNDERS FINANCIAL SECURITIES LLC 1840.30%0.70%1.51%Q2 2017Q3 202322
BCWM, LLC 22222.29%4.18%6.22%Q1 2017Q2 202222
PFG Advisors 1750.02%0.58%1.87%Q4 2017Q3 202322
Symmetry Partners, LLC 2020.32%0.70%1.12%Q4 2016Q4 202322
HighVista Strategies LLC 22220.04%2.61%7.92%Q2 2013Q3 201822
Friedenthal Financial 710.14%1.69%10.27%Q4 2013Q4 202122
HBK Sorce Advisory LLC 1390.02%0.12%0.38%Q2 2013Q1 201922
Brand Asset Management Group, Inc. 22220.04%0.45%0.92%Q2 2018Q3 202322
SECURIAN ASSET MANAGEMENT, INC 22220.02%0.04%0.06%Q4 2016Q1 202222
United Asset Strategies, Inc. 21210.05%0.33%1.13%Q3 2018Q3 202321
IFG Advisory, LLC 2010.03%0.07%0.10%Q4 2017Q1 202321
FUKOKU MUTUAL LIFE INSURANCE Co 21211.12%2.42%4.06%Q3 2018Q3 202321
CreativeOne Wealth, LLC 21210.04%0.15%0.40%Q3 2018Q3 202321
Alexandria Capital, LLC 1830.01%1.35%5.32%Q2 2013Q2 201921
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1740.00%0.00%0.02%Q2 2013Q4 201821
Sunesis Advisors, LLC 2010.48%0.93%1.75%Q2 2018Q3 202321
Jacobi Capital Management LLC 1920.00%0.01%0.05%Q2 2016Q3 202121
Mount Lucas Management LP 830.05%0.56%1.16%Q1 2016Q3 202321
LFA - Lugano Financial Advisors SA 1651.28%4.97%7.45%Q2 2018Q3 202321
FARMERS & MERCHANTS INVESTMENTS INC 1410.00%0.00%0.01%Q2 2013Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.07%0.37%1.19%Q3 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.01%0.02%0.04%Q1 2017Q3 202321
Riggs Asset Managment Co. Inc. 1710.00%0.84%5.64%Q1 2017Q3 202321
McIlrath & Eck, LLC 21210.00%0.00%0.01%Q3 2018Q3 202321
Psagot Value Holdings Ltd. 21210.00%0.02%0.07%Q2 2013Q2 201821
Mosaic Financial Partners, Inc. 21216.29%9.37%12.90%Q2 2013Q2 201821
Bogart Wealth, LLC 940.00%0.02%0.18%Q3 2017Q3 202320
AGILIS PARTNERS LLC 20200.79%1.32%2.03%Q4 2018Q3 202320
HCR Wealth Advisors 1210.00%0.12%0.18%Q4 2016Q3 202320
Banco Santander, S.A. 1910.00%0.14%0.28%Q1 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.01%0.13%0.45%Q1 2016Q4 202020
Financial Gravity Asset Management, Inc. 1230.00%0.05%0.19%Q1 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.06%0.09%Q4 2018Q3 202320
Full Sail Capital, LLC 20200.48%1.08%1.53%Q4 2018Q3 202320
MARSHALL FINANCIAL GROUP INC /ADV 20200.10%0.32%0.90%Q4 2018Q3 202320
Lido Advisors, LLC 20200.01%0.04%0.10%Q4 2017Q3 202220
Archer Investment Corp 20200.00%0.00%0.00%Q4 2018Q3 202320
UBP Investment Advisors SA 20202.02%5.11%10.12%Q4 2017Q3 202220
Windhaven Investment Management, Inc. 20200.00%2.65%7.74%Q2 2013Q1 201820
DOWLING & YAHNKE LLC 20200.14%0.21%0.31%Q4 2017Q3 202220
LIBERTY WEALTH MANAGEMENT LLC 1630.01%0.24%1.47%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.38%0.79%1.22%Q4 2018Q3 202320
RPg Family Wealth Advisory, LLC 910.01%0.27%0.77%Q4 2015Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.07%0.72%1.67%Q4 2018Q3 202320
Ellevest, Inc. 20200.32%0.43%0.58%Q4 2018Q3 202320
Trek Financial, LLC 20200.15%2.81%12.32%Q4 2018Q3 202320
American Portfolios Advisors 20200.03%0.08%0.14%Q4 2017Q3 202220
Capital Investment Advisory Services, LLC 20200.00%0.03%0.18%Q4 2018Q3 202320
Rockefeller Capital Management L.P. 20200.01%0.02%0.04%Q4 2018Q3 202320
Financial Enhancement Group LLC 20200.20%1.21%2.27%Q4 2017Q3 202220
Sowell Financial Services LLC 1010.05%0.22%0.68%Q4 2016Q1 202320
Verition Fund Management LLC 810.01%0.10%0.61%Q3 2014Q3 202320
OneDigital Investment Advisors LLC 1140.01%0.18%0.58%Q2 2017Q3 202320
Wealthfront Advisers LLC 20201.82%2.04%2.33%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.07%0.26%Q4 2018Q3 202320
American Financial Advisors, LLC 20200.38%2.15%3.98%Q4 2018Q3 202320
Omega Financial Group, LLC 20202.25%2.75%3.18%Q4 2018Q3 202320
THOMASPARTNERS, INC. 20200.01%0.02%0.05%Q2 2013Q1 201820
Hexavest Inc. 19190.00%0.01%0.02%Q4 2016Q2 202119
Crabel Capital Management, LLC 740.14%1.74%3.37%Q4 2017Q3 202319
JUNCTURE WEALTH STRATEGIES, LLC 19190.16%0.30%0.48%Q3 2016Q1 202119
Slow Capital, Inc. 1610.03%0.34%0.80%Q4 2017Q1 202319
TSFG, LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
UNITED SERVICES AUTOMOBILE ASSOCIATION 1810.02%0.43%1.66%Q1 2016Q4 202019
Willingdon Wealth Management 1360.01%0.57%1.06%Q4 2013Q1 202019
BOENNING & SCATTERGOOD, INC. 19190.06%0.07%0.13%Q2 2018Q4 202219
PRUDENTIAL PLC 1510.00%0.06%0.39%Q2 2013Q1 202319
Baystate Wealth Management LLC 1710.00%0.01%0.03%Q2 2013Q3 202319
QUATTRO FINANCIAL ADVISORS LLC 1090.00%1.68%4.36%Q1 2017Q4 202119
Day & Ennis, LLC 1330.08%0.54%1.15%Q1 2017Q3 202319
AlphaMark Advisors, LLC 1270.06%0.25%0.37%Q2 2013Q3 202319
Advisory Alpha, LLC 1110.01%1.78%3.58%Q1 2017Q3 202319
NATIONAL PLANNING CORP 19190.04%0.18%0.78%Q2 2013Q4 201719
ENTERPRISE FINANCIAL SERVICES CORP 1270.00%0.04%0.10%Q4 2013Q3 202119
Kovitz Investment Group Partners, LLC 1450.01%0.03%0.08%Q4 2018Q3 202319
Aptus Capital Advisors, LLC 19190.00%0.09%0.88%Q1 2019Q3 202319
W.G. Shaheen & Associates DBA Whitney & Co 19190.00%0.84%2.64%Q1 2018Q3 202219
Cassaday & Co Inc. 1610.00%0.02%0.27%Q3 2015Q4 202119
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19190.00%0.08%0.20%Q1 2019Q3 202319
Dorsey Wright & Associates 310.02%0.19%0.33%Q4 2013Q2 202319
Capital Investment Advisors, LLC 19190.06%0.15%0.24%Q4 2013Q2 201819
SII INVESTMENTS INC/WI 19190.08%0.28%1.33%Q2 2013Q4 201719
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.04%0.12%0.17%Q1 2019Q3 202319
LINCOLN NATIONAL CORP 1360.01%0.03%0.14%Q1 2017Q3 202319
IFC Holdings Incorporated/FL 19190.21%0.41%0.72%Q2 2013Q4 201719
BerganKDV Wealth Management, LLC 19190.00%0.08%0.11%Q4 2018Q2 202319
Private Capital Group, LLC 19190.01%0.04%0.10%Q4 2017Q2 202219
COMERICA SECURITIES,INC. 19190.04%0.17%0.57%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.02%0.06%0.16%Q1 2019Q3 202319
WEALTHFRONT Corp 19191.09%1.37%1.66%Q1 2014Q3 201819
TimeScale Financial, Inc. 19191.31%3.31%4.21%Q4 2018Q2 202319
Aspire Private Capital, LLC 1090.00%0.04%0.13%Q4 2018Q3 202319
Wealthspire Advisors, L.P. 19190.00%0.02%0.05%Q4 2015Q2 202019
REGENTATLANTIC CAPITAL LLC 18180.03%0.06%0.10%Q4 2013Q1 201818
MidWestOne Financial Group, Inc. 18180.06%0.25%0.36%Q2 2019Q3 202318
Live Your Vision, LLC 1171.23%1.68%2.50%Q3 2014Q1 201918
Summit X, LLC 1110.03%0.47%0.92%Q2 2017Q3 202318
JANUS HENDERSON GROUP PLC 1110.00%0.01%0.02%Q2 2013Q1 201918
Litman Gregory Wealth Management LLC 18180.02%0.52%0.98%Q3 2017Q4 202118
Strategic Investment Advisors / MI 1510.04%3.01%5.65%Q4 2018Q3 202318
Cornerstone Wealth Group, LLC 1440.10%0.58%5.76%Q1 2019Q3 202318
PICTET ASSET MANAGEMENT LTD 18180.01%0.05%0.16%Q1 2017Q2 202118
Klingman & Associates, LLC 1440.06%0.11%0.18%Q4 2014Q4 201918
Ancora Advisors LLC 1610.00%0.00%0.00%Q4 2016Q3 202318
Mariner, LLC 1110.00%0.07%0.34%Q1 2014Q3 202318
Renaissance Technologies 920.00%0.01%0.03%Q4 2017Q1 202318
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1620.00%0.00%0.00%Q4 2018Q3 202318
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 18180.14%0.73%1.59%Q4 2018Q1 202318
Savant Capital, LLC 18180.43%3.20%7.69%Q2 2019Q3 202318
LEVEL FOUR ADVISORY SERVICES, LLC 18180.03%0.04%0.06%Q1 2017Q2 202118
LifePlan Financial Group, Inc 1710.07%0.68%1.52%Q2 2015Q3 202018
Focused Wealth Management, Inc 1010.00%0.01%0.01%Q3 2013Q2 202318
Robertson Stephens Wealth Management, LLC 1440.02%1.42%3.30%Q4 2018Q3 202318
Shamrock Asset Management LLC 910.04%0.77%2.58%Q2 2013Q3 201918
B. Riley Wealth Management, Inc. 840.00%0.07%0.18%Q1 2014Q2 202218
Commonwealth Equity Services, Inc 18180.04%0.08%0.10%Q2 2013Q3 201718
BTS Asset Management, Inc. 1010.00%0.42%2.10%Q3 2017Q3 202318
Asset Planning Services, Ltd. 18180.00%0.01%0.01%Q2 2015Q3 201918
FIFTH THIRD SECURITIES, INC. 810.18%0.52%0.83%Q1 2016Q3 202318
Wall Capital Group, Inc. 1350.02%0.31%1.16%Q1 2017Q1 202218
RELIANCE TRUST CO OF DELAWARE 1170.11%0.22%0.60%Q2 2013Q1 201918
Westside Investment Management, Inc. 1510.00%0.00%0.03%Q3 2018Q3 202318
Icon Wealth Partners, LLC 1020.03%0.28%0.90%Q4 2017Q3 202318
Capital Advisory Group Advisory Services, LLC 1520.02%0.07%0.12%Q1 2018Q2 202217
Partnervest Advisory Services LLC 510.01%0.36%1.08%Q2 2013Q3 202017
Prospera Financial Services Inc 1410.02%0.07%0.15%Q2 2013Q3 202317
Salient Capital Advisors, LLC 17170.01%0.04%0.10%Q2 2013Q2 201717
BREWIN DOLPHIN LTD 17170.00%0.01%0.01%Q3 2017Q3 202117
FIRST MANHATTAN CO. LLC. 1110.00%0.00%0.00%Q1 2017Q3 202317
HHM Wealth Advisors, LLC 1030.00%0.11%0.28%Q4 2018Q3 202317
MD Financial Management Inc. 17172.09%3.67%5.28%Q4 2017Q4 202117
FIRST MERCHANTS CORP 17170.28%0.35%0.47%Q3 2019Q3 202317
STATE OF WISCONSIN INVESTMENT BOARD 17170.02%0.24%0.68%Q3 2019Q3 202317
Merriman Wealth Management, LLC 510.10%0.85%4.03%Q3 2013Q4 202117
ALTERNA WEALTH MANAGEMENT, INC 980.08%1.27%3.31%Q4 2018Q3 202317
Simplicity Solutions, LLC 1010.01%0.05%0.13%Q3 2016Q3 202317
TRUSTCORE FINANCIAL SERVICES, LLC 1120.00%0.00%0.01%Q4 2017Q3 202217
Gilbert & Cook, Inc. 1520.04%0.16%0.30%Q4 2016Q1 202217
FEDERATED HERMES, INC. 1010.00%0.04%0.13%Q4 2014Q1 202317
Unison Advisors LLC 1250.06%0.25%0.97%Q4 2017Q3 202317
Western Wealth Management, LLC 1120.01%0.08%0.17%Q4 2018Q2 202317
Sage Advisory Services, Ltd.Co. 1410.11%0.96%1.80%Q1 2018Q3 202317
Burleson & Company, LLC 1250.02%0.11%0.26%Q2 2018Q4 202217
Pinnacle Advisory Group, Inc. 17170.02%0.06%0.09%Q1 2017Q1 202117
I.G. INVESTMENT MANAGEMENT, LTD. 17170.01%0.02%0.04%Q2 2013Q2 201717
NextCapital Advisers, Inc. 1431.76%2.05%2.30%Q1 2018Q2 202217
CAPSTONE ASSET MANAGEMENT CO 17170.01%0.03%0.05%Q2 2013Q2 201717
Continuum Advisory, LLC 810.13%0.23%0.52%Q1 2017Q3 202317
Cardan Capital Partners, LLC 1210.53%0.95%1.50%Q4 2015Q1 202117
Bay Harbor Wealth Management, LLC 980.01%0.18%0.51%Q4 2018Q3 202317
Bluefin Trading, LLC 510.00%0.45%2.15%Q2 2013Q2 202017
WFG Advisors, LP 17170.00%0.02%0.02%Q2 2013Q2 201717
Virtue Capital Management, LLC 1120.05%0.46%1.77%Q4 2017Q3 202317
Foundations Investment Advisors, LLC 1250.03%0.22%1.06%Q4 2018Q3 202317
Peregrine Asset Advisers, Inc. 1160.18%0.92%5.26%Q1 2016Q4 202117
Peachtree Investment Advisors, Inc. 17170.03%3.45%7.03%Q3 2014Q3 201817
US FINANCIAL ADVISORS, LLC 1220.09%0.40%0.69%Q4 2014Q3 202317
Dai-ichi Life Insurance Company, Ltd 510.01%1.63%5.95%Q2 2017Q3 202317
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.08%Q4 2019Q3 202317
Pacifica Partners Inc. 17170.02%0.05%0.12%Q4 2019Q4 202317
Invesco Ltd. 710.00%0.00%0.01%Q2 2013Q4 202017
WealthOne, LLC 17170.08%0.51%1.60%Q4 2018Q4 202217
Bigelow Investment Advisors, LLC 17170.14%0.28%0.45%Q3 2019Q3 202317
Compagnie Lombard Odier SCmA 1310.00%0.00%0.01%Q4 2013Q3 202317
Krilogy Financial LLC 910.01%0.02%0.04%Q3 2015Q4 202117
Versant Capital Management, Inc 16160.87%3.17%6.02%Q1 2020Q4 202316
Equitable Holdings, Inc. 16160.19%0.27%0.52%Q4 2019Q3 202316
Braun-Bostich & Associates Inc. 730.04%0.88%1.64%Q4 2017Q2 202316
CENTRAL BANK & TRUST CO 730.06%0.39%0.92%Q4 2016Q3 202316
Column Capital Advisors, LLC 16160.08%0.23%0.69%Q4 2019Q3 202316
Copperleaf Capital, LLC 16160.31%1.43%3.55%Q4 2019Q3 202316
Disciplined Investments, LLC 16160.07%0.30%0.91%Q4 2019Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16160.03%1.25%5.80%Q4 2019Q3 202316
Insight Wealth Partners, LLC 16160.53%2.30%3.59%Q4 2019Q3 202316
CITIZENS & NORTHERN CORP 1330.14%3.45%6.04%Q3 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.04%0.09%0.15%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.15%2.10%Q4 2019Q3 202316
Gladstone Institutional Advisory LLC 16160.02%0.11%0.40%Q4 2018Q3 202216
Brevan Howard Capital Management LP 710.11%3.26%10.68%Q3 2017Q3 202316
Sompo Asset Management Co., Ltd. 16160.17%0.79%2.00%Q3 2019Q2 202316
Tower Research Capital LLC (TRC) 610.00%0.00%0.02%Q2 2015Q3 202316
Orion Portfolio Solutions, LLC 16160.02%0.04%0.08%Q4 2019Q3 202316
CAPITAL ONE, NATIONAL ASSOCIATION 1510.12%0.48%1.84%Q4 2014Q4 201916
TORONTO DOMINION BANK 610.00%0.17%0.60%Q1 2013Q3 202316
JONES FINANCIAL COMPANIES LLLP 16160.00%0.00%0.01%Q4 2019Q3 202316
INVESTMENT CENTERS OF AMERICA INC 1120.05%0.22%0.67%Q2 2013Q3 201716
BOKF, NA 910.00%0.01%0.01%Q3 2017Q4 202216
Larson Financial Group LLC 16160.00%0.01%0.04%Q4 2019Q3 202316
SeaCrest Wealth Management, LLC 640.00%0.04%0.08%Q4 2017Q2 202216
SteelPeak Wealth, LLC 16160.05%0.16%0.57%Q4 2019Q3 202316
PACIFIC CAPITAL WEALTH ADVISORS, INC 16160.10%0.35%0.64%Q4 2019Q3 202316
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1030.00%0.03%0.11%Q4 2016Q3 202316
PANAGORA ASSET MANAGEMENT INC 16160.00%0.02%0.04%Q1 2015Q4 201816
CIBC Asset Management Inc 16160.02%0.09%0.34%Q4 2019Q3 202316
Element Wealth, LLC 16160.05%0.07%0.13%Q4 2019Q3 202316
Lenox Wealth Advisors, LLC 1510.00%0.00%0.01%Q1 2018Q1 202216
Soltis Investment Advisors LLC 16160.04%0.33%1.81%Q4 2019Q3 202316
AFAM CAPITAL, INC. 1420.08%0.56%1.77%Q2 2013Q3 201816
Clear Creek Financial Management, LLC 1120.05%0.26%1.13%Q2 2019Q3 202316
Concorde Asset Management, LLC 1510.26%0.66%1.37%Q3 2016Q4 202016
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.01%0.16%0.40%Q4 2019Q3 202316
RFG Advisory, LLC 970.02%0.11%0.32%Q2 2018Q3 202316
Belpointe Asset Management LLC 910.01%0.07%0.70%Q4 2017Q3 202316
BROWN BROTHERS HARRIMAN & CO 510.00%0.00%0.01%Q1 2014Q3 202316
McAdam, LLC 1120.01%0.03%0.05%Q1 2018Q3 202316
Integrated Advisors Network LLC 1050.02%0.29%0.92%Q4 2019Q3 202315
HMS Capital Management, LLC 530.02%1.06%1.93%Q3 2016Q1 202015
Bank Julius Baer & Co. Ltd, Zurich 15150.01%0.04%0.08%Q1 2020Q3 202315
PFS INVESTMENTS INC. 920.12%0.50%1.14%Q4 2017Q2 202315
Investors Research Corp 1410.00%0.00%0.00%Q1 2019Q3 202315
Visionary Asset Management, Inc. 810.02%0.40%0.63%Q3 2013Q4 201815
BREMER TRUST NATIONAL ASSOCIATION 1310.01%0.32%0.72%Q4 2013Q4 201815
Stonebridge Capital Advisors LLC 730.00%0.00%0.02%Q2 2019Q3 202315
Csenge Advisory Group 1010.02%0.06%0.12%Q3 2018Q3 202315
Venture Visionary Partners LLC 1320.05%0.11%0.29%Q4 2019Q3 202315
TWO SIGMA SECURITIES, LLC 410.00%0.05%0.46%Q2 2016Q2 202315
BlackRock Group LTD 15150.02%0.03%0.06%Q2 2013Q4 201615
Valeo Financial Advisors, LLC 15150.00%0.00%0.01%Q3 2017Q1 202115
Apollon Wealth Management, LLC 910.03%0.19%0.67%Q4 2018Q3 202315
MASSMUTUAL TRUST CO FSB/ADV 510.00%0.02%0.09%Q4 2016Q4 202315
Heritage Trust Co 1140.03%0.04%0.07%Q1 2018Q1 202215
PRUDENT INVESTORS NETWORK, INC. 877.34%10.41%15.10%Q4 2019Q3 202315
Savior LLC 1050.00%0.05%0.22%Q4 2019Q3 202315
ADVANTAGE INVESTMENT MANAGEMENT, LLC 15150.00%0.01%0.03%Q1 2016Q3 201915
Arkos Global Advisors 15150.06%0.80%1.18%Q4 2018Q2 202215
Ironsides Asset Advisors, LLC 870.10%0.30%0.49%Q2 2014Q3 201815
Advisory Resource Group 15150.17%0.45%0.68%Q4 2019Q2 202315
HighTower Trust Company, N.A. 1110.03%0.13%0.27%Q2 2013Q3 201815
Good Life Advisors, LLC 1410.08%0.51%0.62%Q1 2017Q1 202115
Columbia Trust Co 01012016 1230.17%1.47%2.72%Q4 2019Q3 202315
Arrow Investment Advisors, LLC 411.03%1.32%1.76%Q1 2017Q3 202315
HL FINANCIAL SERVICES LLC 530.01%0.04%0.13%Q4 2013Q1 201915
Manifold Partners, LLC 1410.09%6.94%15.32%Q2 2013Q1 201815
OSAIC HOLDINGS, INC. 15150.08%0.14%0.21%Q1 2020Q3 202315
Advisors Asset Management, Inc. 640.00%0.00%0.01%Q3 2018Q3 202315
Evolution Wealth Advisors, LLC 1410.17%0.45%0.78%Q4 2018Q3 202315
BlackRock Investment Management, LLC 15150.03%0.05%0.06%Q2 2013Q4 201615
MSI Financial Services Inc 15150.08%0.12%0.16%Q2 2013Q4 201615
Edmonds Duncan Registered Investment Advisors, LLC 960.13%2.22%3.42%Q4 2015Q3 201915
Gramercy Funds Management LLC 10512.47%53.99%100.00%Q4 2017Q2 202215
AdvicePeriod, LLC 15150.20%0.48%0.67%Q4 2017Q2 202115
PRELUDE CAPITAL MANAGEMENT, LLC 510.01%0.15%0.80%Q3 2017Q2 202315
FOSTER & MOTLEY INC 15150.06%0.78%1.09%Q1 2020Q3 202315
Advisor Group, Inc. 15150.08%0.23%0.45%Q2 2016Q4 201915
Municipal Employees' Retirement System of Michigan 15152.38%4.60%7.38%Q1 2020Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.00%0.01%0.03%Q2 2013Q4 201615
Hilton Capital Management, LLC 930.01%1.07%7.10%Q1 2019Q3 202315
XML Financial, LLC 1050.05%0.30%0.66%Q4 2019Q3 202315
RIVERSEDGE ADVISORS, LLC 15150.99%1.27%2.08%Q2 2019Q4 202215
CENTRAL TRUST Co 1010.00%0.01%0.05%Q2 2013Q3 202315
Rosenberg Matthew Hamilton 15150.22%0.41%0.60%Q1 2020Q3 202315
Conservest Capital Advisors, Inc. 960.12%1.93%3.39%Q3 2019Q3 202315
Westover Capital Advisors, LLC 1141.40%3.20%5.20%Q2 2013Q3 201815
BlackRock Japan Co. Ltd 15150.01%0.03%0.08%Q2 2013Q4 201615
VPR Management LLC 15150.08%0.10%0.14%Q1 2020Q3 202315
Analyst IMS Investment Management Services Ltd. 14140.19%0.51%0.68%Q3 2015Q4 201814
PineBridge Investments, L.P. 860.16%0.83%2.84%Q4 2015Q3 202114
Lenox Wealth Management, Inc. 860.00%0.11%0.73%Q4 2015Q2 202014
Man Group plc 13130.00%0.13%0.38%Q1 2019Q1 202214
WEDBUSH SECURITIES INC 1130.01%0.05%0.08%Q4 2019Q3 202314
ROCKLAND TRUST CO 610.03%0.12%0.31%Q4 2015Q3 202314
Kohmann Bosshard Financial Services, LLC 14140.06%0.10%0.16%Q4 2018Q1 202214
55I, LLC 14140.04%0.28%0.88%Q4 2018Q1 202214
VALLEY NATIONAL ADVISERS INC 14140.00%0.00%0.00%Q2 2016Q3 201914
Weatherstone Capital Management 810.14%1.50%5.59%Q2 2013Q1 201914
AVIANCE CAPITAL MANAGEMENT, LLC 920.00%0.40%1.34%Q2 2013Q1 201914
Concert Wealth Management Inc. 14140.06%0.09%0.15%Q2 2013Q3 201614
Pinnacle Wealth Planning Services, Inc. 910.03%0.11%0.26%Q4 2018Q3 202314
Van Hulzen Asset Management, LLC 1220.03%0.10%0.19%Q4 2019Q3 202314
Pure Financial Advisors, LLC 14140.05%0.37%0.47%Q3 2020Q4 202314
Retirement Group, LLC 910.00%0.00%0.01%Q4 2019Q3 202314
RiverFront Investment Group, LLC 630.02%1.67%3.64%Q4 2008Q2 202214
COLTON GROOME FINANCIAL ADVISORS, LLC 1040.21%0.87%2.09%Q1 2020Q3 202314
Verdence Capital Advisors LLC 14140.22%0.31%0.41%Q2 2020Q3 202314
Strategic Financial Services, Inc, 14140.05%0.41%0.75%Q2 2020Q3 202314
Wealth Quarterback LLC 610.18%1.68%5.02%Q1 1987Q3 202314
WOODMONT INVESTMENT COUNSEL LLC 1040.01%0.17%0.30%Q2 2015Q1 202014
Maryland Capital Management 910.04%0.05%0.07%Q2 2013Q3 202114
Bedel Financial Consulting, Inc. 1310.00%0.00%0.02%Q2 2018Q1 202214
SevenBridge Financial Group, LLC 1310.01%0.02%0.10%Q2 2016Q1 202114
FIRST HAWAIIAN BANK 1130.00%0.35%0.69%Q3 2018Q3 202314
Confluence Wealth Management LLC 14140.15%0.22%0.29%Q1 2014Q2 201714
Stelac Advisory Services LLC 1220.06%0.18%0.32%Q2 2013Q3 202314
PATTON ALBERTSON MILLER GROUP, LLC 830.06%0.85%1.94%Q3 2016Q2 202014
Bernicke Wealth Management, Ltd. 1130.22%5.00%7.70%Q4 2014Q2 202014
NAPLES GLOBAL ADVISORS, LLC 14140.03%0.08%0.12%Q3 2019Q4 202214
Lehman & Derafelo Financial Resources LLC 1220.00%0.01%0.01%Q4 2018Q3 202214
Prestige Wealth Management Group LLC 1310.00%0.00%0.03%Q4 2018Q3 202314
SIMPLEX TRADING, LLC 310.00%0.01%0.06%Q2 2015Q3 202314
Visionary Wealth Advisors 14140.03%0.68%1.23%Q4 2019Q1 202314
Mitsubishi UFJ Trust & Banking Corp 610.00%0.03%0.09%Q2 2013Q3 202314
Nuveen Asset Management, LLC 1110.00%0.01%0.02%Q3 2013Q3 201613
Newbridge Financial Services Group, Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 940.09%0.22%0.31%Q3 2016Q4 202013
Midwest Professional Planners, LTD. 1211.70%2.65%4.91%Q4 2017Q1 202113
Founders Financial Alliance, LLC 13130.01%0.02%0.07%Q3 2020Q3 202313
D.B. Root & Company, LLC 1110.09%0.11%0.14%Q1 2018Q3 202113
WealthTrust-Arizona, LLC 1120.00%0.23%0.44%Q1 2015Q4 201813
D'Orazio & Associates, Inc. 760.00%0.00%0.01%Q2 2016Q1 202113
MARINER INDEPENDENT ADVISOR NETWORK, LLC 610.04%0.23%0.52%Q3 2015Q1 202213
Cerity Partners LLC 1210.00%0.17%0.29%Q2 2020Q3 202313
PITCAIRN CO 940.02%0.02%0.03%Q3 2019Q3 202313
Graves Light Lenhart Wealth, Inc. 1120.01%0.05%0.08%Q4 2018Q1 202213
MA Private Wealth 630.16%0.40%1.37%Q4 2018Q3 202313
AT Bancorp 13130.55%1.42%2.36%Q1 2016Q1 201913
Your Advocates Ltd., LLP 1210.00%0.00%0.01%Q1 2020Q3 202313
Realta Investment Advisors 520.02%0.05%0.08%Q1 2019Q3 202313
West Coast Financial LLC 940.03%0.08%0.18%Q4 2014Q3 202313
BALYASNY ASSET MANAGEMENT L.P. 610.00%0.11%0.46%Q1 2017Q2 202313
WOLVERINE ASSET MANAGEMENT LLC 420.00%0.03%0.13%Q1 2015Q4 202113
Hardy Reed LLC 13130.30%0.68%1.02%Q4 2018Q4 202113
Kestra Advisory Services, LLC 13130.02%0.04%0.07%Q3 2020Q3 202313
Clarus Wealth Advisors 13130.14%0.18%0.21%Q2 2019Q2 202213
Broadview Financial Management, LLC 13130.16%0.99%1.96%Q4 2019Q4 202213
GeoWealth Management, LLC 1030.01%0.27%0.87%Q2 2019Q3 202313
AlphaStar Capital Management, LLC 910.05%0.40%1.29%Q1 2018Q3 202213
BLACKROCK ADVISORS LLC 1120.00%0.06%0.22%Q2 2013Q4 201613
Homrich & Berg 310.01%0.04%0.08%Q1 2015Q3 202113
Asset Dedication, LLC 510.00%0.01%0.09%Q4 2015Q3 202313
Stone House Investment Management, LLC 1030.38%2.19%5.25%Q4 2016Q3 202313
Main Management LLC 13130.00%0.18%0.49%Q3 2020Q3 202313
Point72 Asset Management, L.P. 720.01%0.05%0.16%Q2 2020Q3 202313
Hexagon Capital Partners LLC 13130.20%0.22%0.26%Q3 2020Q3 202313
Enterprise Trust & Investment Co 13130.00%0.01%0.02%Q2 2019Q2 202213
First Heartland Consultants, Inc. 810.02%0.05%0.14%Q2 2013Q2 202313
NorthCoast Asset Management LLC 13130.16%1.02%2.24%Q3 2018Q3 202113
ALPHASIMPLEX GROUP, LLC 13130.20%0.77%1.58%Q4 2017Q4 202013
Ellis Investment Partners, LLC 13130.01%0.01%0.05%Q2 2019Q2 202213
Wealth CMT 760.29%0.56%1.01%Q4 2019Q1 202313
Providence Capital Advisors, LLC 710.00%0.28%0.61%Q4 2018Q3 202313
Financial Sense Advisors, Inc. 610.21%4.11%10.47%Q1 2019Q3 202313
CALTON & ASSOCIATES, INC. 1210.06%0.10%0.17%Q4 2017Q1 202213
Semmax Financial Advisors Inc. 910.00%0.85%1.73%Q4 2018Q3 202313
TUCKER ASSET MANAGEMENT LLC 12120.00%0.00%0.02%Q4 2020Q3 202312
Wealthcare Advisory Partners LLC 1110.00%0.01%0.02%Q3 2017Q1 202112
Hoxton Financial, Inc. 12120.00%2.34%5.34%Q2 2013Q1 201612
WFA of San Diego, LLC 1110.06%0.73%1.25%Q2 2020Q3 202312
Tuttle Capital Management, LLC 620.12%1.69%4.55%Q2 2014Q2 201912
CVA Family Office, LLC 1110.00%0.01%0.02%Q1 2020Q1 202312
Varma Mutual Pension Insurance Co 12121.30%3.41%5.92%Q4 2020Q3 202312
PrairieView Partners, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
RAMSEY QUANTITATIVE SYSTEMS 1115.72%23.85%53.99%Q4 2016Q4 201912
GREAT LAKES ADVISORS, LLC 12120.01%0.06%0.08%Q3 2015Q2 201812
DEFINED WEALTH MANAGEMENT, LLC 12120.36%0.62%1.07%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.08%0.13%0.17%Q4 2020Q3 202312
Weaver Consulting Group 750.04%0.09%0.16%Q1 2019Q1 202212
Bank Pictet & Cie (Europe) AG 530.01%0.03%0.05%Q2 2017Q4 202112
LexAurum Advisors, LLC 12120.11%0.21%0.34%Q4 2020Q3 202312
Vontobel Holding Ltd. 12120.01%0.04%0.09%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.56%0.89%1.53%Q4 2018Q3 202112
J.W. COLE ADVISORS, INC. 710.02%0.07%0.12%Q4 2019Q2 202312
Alerus Investment Advisors Corp 12120.01%0.01%0.02%Q2 2013Q1 201612
Global Financial Private Capital, Inc 12120.02%1.03%1.56%Q3 2017Q2 202012
Risk Paradigm Group, LLC 840.06%0.66%3.50%Q1 2015Q4 201812
KESTRA PRIVATE WEALTH SERVICES, LLC 930.02%0.04%0.06%Q3 2020Q3 202312
Vantage Investment Advisors, LLC 930.00%0.00%0.02%Q4 2013Q1 201712
ATWOOD & PALMER INC 1110.00%0.01%0.01%Q2 2014Q1 201912
RWA WEALTH PARTNERS, LLC 610.02%0.39%1.37%Q1 2017Q3 202312
Charter Oak Capital Management, LLC 12120.03%0.19%0.38%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
Bridgewater Associates 12120.71%1.54%1.97%Q2 2017Q1 202012
CREDIT AGRICOLE S A 610.00%0.01%0.05%Q3 2013Q4 201712
Horan Securities, Inc. 720.00%0.01%0.01%Q1 2018Q2 202312
Alpha Omega Wealth Management LLC 12120.04%0.06%0.09%Q4 2020Q3 202312
SPINNAKER TRUST 12120.04%0.04%0.05%Q1 2014Q4 201612
Certified Advisory Corp 1110.01%0.07%0.28%Q4 2017Q1 202112
BARINGS LLC 12120.04%0.34%0.90%Q4 2018Q3 202112
FLAGSHIP HARBOR ADVISORS, LLC 12120.01%0.05%0.14%Q4 2017Q3 202012
B. Riley Financial, Inc. 12120.25%0.55%0.88%Q4 2015Q3 201812
Tradition Wealth Management, LLC 12120.01%0.04%0.07%Q4 2020Q3 202312
CONSULTIVA WEALTH MANAGEMENT, CORP. 911.03%1.09%1.21%Q2 2019Q3 202312
TCI Wealth Advisors, Inc. 510.00%0.00%0.02%Q2 2013Q2 202212
1900 WEALTH MANAGEMENT LLC 12120.20%0.37%0.65%Q4 2020Q3 202312
Sterling Financial Planning, Inc. 12120.24%0.41%0.79%Q4 2020Q3 202312
WASHINGTON TRUST Co 750.00%0.00%0.00%Q3 2020Q3 202312
Lindbrook Capital, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
EPIQ PARTNERS, LLC 12120.58%1.26%2.43%Q4 2019Q3 202212
Running Point Capital Advisors, LLC 12120.11%0.47%0.68%Q4 2020Q3 202312
BBVA USA Bancshares, Inc. 1110.01%0.03%0.04%Q3 2014Q1 202112
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.00%0.87%1.83%Q2 2017Q3 202312
ATLAS CAPITAL ADVISORS LLC 810.06%0.34%2.44%Q1 2018Q1 202212
Veery Capital, LLC 12120.64%1.03%1.18%Q4 2020Q3 202312
Ifrah Financial Services, Inc. 12120.37%0.40%0.42%Q4 2013Q3 201612
HOLDERNESS INVESTMENTS CO 12120.56%0.92%1.26%Q4 2014Q3 201712
Banque Cantonale Vaudoise 660.00%0.29%0.84%Q4 2019Q4 202212
Polaris Wealth Advisory Group, LLC 310.10%1.72%4.78%Q3 2014Q2 202312
OXFORD FINANCIAL GROUP, LTD. LLC 910.00%0.01%0.01%Q1 2020Q3 202312
MEITAV INVESTMENT HOUSE LTD 710.00%0.01%0.03%Q2 2018Q2 202312
Key FInancial Inc 1110.00%0.01%0.01%Q1 2020Q3 202312
Wealth Advisory Solutions, LLC 520.06%0.16%0.57%Q4 2019Q1 202312
Inscription Capital, LLC 930.18%0.76%1.23%Q3 2020Q3 202312
Winslow, Evans & Crocker, Inc. 710.00%0.00%0.02%Q4 2015Q4 202012
Spire Wealth Management 11110.30%0.41%0.54%Q1 2021Q3 202311
4Thought Financial Group Inc. 11110.30%0.55%1.97%Q1 2021Q3 202311
JT Stratford LLC 11110.12%0.34%0.80%Q1 2021Q3 202311
Twele Capital Management, Inc. 11111.73%2.12%2.74%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.03%0.12%0.28%Q4 2020Q2 202311
StrategIQ Financial Group, LLC 11110.07%0.09%0.13%Q3 2017Q1 202011
NWI MANAGEMENT LP 510.11%3.93%20.37%Q1 2016Q2 202011
ROVIN CAPITAL /UT/ /ADV 510.72%2.96%5.85%Q4 2019Q3 202311
PEAPACK GLADSTONE FINANCIAL CORP 11110.01%0.05%0.10%Q1 2021Q3 202311
Highstreet Asset Management Inc. 11110.00%0.00%0.01%Q2 2017Q4 201911
EXENCIAL WEALTH ADVISORS, LLC 810.02%0.09%0.12%Q1 2013Q3 202311
J.P. Morgan Private Wealth Advisors LLC 830.01%0.01%0.01%Q3 2014Q2 201711
Kovack Advisors, Inc. 520.02%0.08%0.19%Q2 2017Q1 202211
CORBETT ROAD CAPITAL MANAGEMENT, LLC 11110.70%1.52%3.29%Q4 2019Q2 202211
Lombard Odier Asset Management (Switzerland) SA 11110.15%0.45%0.96%Q4 2016Q2 201911
Virtu KCG Holdings LLC 910.01%0.05%0.14%Q1 2014Q2 201711
Klaas Financial Asset Advisors, LLC 11110.18%0.33%0.53%Q1 2021Q3 202311
Murphy, Middleton, Hinkle & Parker, Inc. 11110.81%1.03%1.24%Q1 2021Q3 202311
Susquehanna International Group Ltd. 312.85%9.71%19.15%Q2 2019Q3 202311
IBBOTSON ASSOCIATES INC 11110.98%2.34%4.32%Q2 2013Q4 201511
Smart Portfolios, LLC 1010.15%0.84%7.04%Q2 2015Q3 202011
YorkBridge Wealth Partners, LLC 11110.00%0.00%0.00%Q4 2016Q2 201911
Joseph P. Lucia & Associates, LLC 610.03%0.07%0.10%Q1 2019Q1 202211
Tri-Star Advisors Inc. 1010.14%0.56%2.24%Q2 2020Q1 202311
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 610.05%0.28%0.84%Q4 2019Q4 202211
Baldrige Asset Management LLC 11110.06%0.10%0.16%Q3 2020Q1 202311
Nachman Norwood & Parrott, Inc 11110.11%0.31%0.96%Q4 2018Q2 202111
CURIAN CAPITAL LLC 11110.66%1.03%1.84%Q2 2013Q4 201511
Walleye Trading LLC 820.00%0.02%0.04%Q1 2016Q3 202311
Wind River Trust Co 11110.07%3.60%8.68%Q4 2012Q2 201511
HC FINANCIAL ADVISORS INC 1010.02%0.08%0.22%Q1 2018Q2 202211
Columbus Macro, LLC 11110.16%0.46%0.69%Q4 2019Q2 202211
J.Safra Asset Management Corp 830.13%1.62%11.88%Q4 2020Q3 202311
First Command Financial Services, Inc. 910.00%0.00%0.02%Q2 2017Q4 202211
Graham Capital Management, L.P. 610.07%0.62%1.81%Q4 2014Q1 202311
FLOW TRADERS U.S. LLC 710.94%4.80%15.16%Q1 2016Q3 202311
CLIENT 1ST ADVISORY GROUP, LLC 650.13%0.55%1.68%Q4 2019Q3 202311
WealthPLAN Partners, LLC 410.00%0.05%0.33%Q4 2015Q2 202311
OLD MISSION CAPITAL LLC 310.02%0.42%1.23%Q2 2017Q3 202311
Mascoma Wealth Management LLC 410.00%0.25%1.37%Q3 2018Q2 202311
HANSEATIC MANAGEMENT SERVICES INC 10100.06%0.32%0.74%Q2 2019Q3 202110
Berger Financial Group, Inc 10100.05%0.27%0.39%Q2 2021Q3 202310
BALDWIN BROTHERS LLC/MA 10100.00%0.00%0.00%Q3 2021Q4 202310
Darwin Wealth Management, LLC 511.46%1.75%2.44%Q2 2016Q1 202010
Blackhawk Capital Partners LLC. 410.21%0.91%1.69%Q2 2019Q2 202310
West Branch Capital LLC 10100.02%0.08%0.10%Q2 2021Q3 202310
Formidable Asset Management, LLC 10100.05%0.09%0.23%Q2 2019Q3 202110
Bellwether Advisors, LLC 10100.04%0.09%0.16%Q4 2020Q1 202310
Accel Wealth Management 10100.00%0.00%0.01%Q4 2020Q1 202310
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 710.00%0.00%0.01%Q2 2013Q1 202010
HARBOUR INVESTMENTS, INC. 640.01%0.05%0.13%Q1 2021Q3 202310
IPG Investment Advisors LLC 410.04%0.07%0.10%Q2 2019Q3 202310
Richard P Slaughter Associates Inc 10100.14%0.28%0.58%Q1 2021Q2 202310
PGGM Investments 10100.01%0.03%0.04%Q1 2013Q2 201510
Keel Point, LLC 610.03%0.42%0.92%Q1 2019Q1 202310
JTC Employer Solutions Trustee Ltd 10100.00%0.01%0.01%Q2 2021Q3 202310
SIGNET FINANCIAL MANAGEMENT, LLC 610.00%0.08%0.14%Q1 2018Q3 202310
Willis Johnson & Associates, Inc. 10100.17%0.20%0.25%Q4 2020Q1 202310
HORIZON FINANCIAL SERVICES, LLC 10102.03%2.87%4.02%Q2 2021Q3 202310
Glassman Wealth Services 510.00%0.00%0.02%Q3 2020Q3 202310
Tarbox Family Office, Inc. 810.01%0.05%0.14%Q1 2016Q1 202210
Lineweaver Wealth Advisors, LLC 10100.28%0.93%2.19%Q4 2019Q1 202210
SRS Capital Advisors, Inc. 310.00%0.01%0.02%Q4 2016Q3 202110
Amia Capital LLP 617.27%56.16%99.22%Q4 2019Q3 202310
FIRST INTERSTATE BANK 10100.05%1.85%3.50%Q2 2021Q3 202310
EPG Wealth Management LLC 520.00%0.01%0.05%Q4 2019Q3 202310
Pinnacle Summer Investments, Inc. 910.01%0.02%0.08%Q2 2013Q4 201510
Manning & Napier Group, LLC 820.00%0.02%0.17%Q1 2021Q3 202310
SUMITOMO LIFE INSURANCE CO 551.07%2.93%6.23%Q3 2020Q3 202310
Dorsey & Whitney Trust CO LLC 610.04%0.06%0.07%Q2 2013Q3 202110
Bison Wealth, LLC 10100.01%0.03%0.04%Q4 2019Q1 202210
MOTCO 710.00%0.00%0.01%Q3 2015Q1 202210
Capital Asset Advisory Services LLC 910.00%0.09%0.40%Q4 2019Q2 202210
Fernwood Investment Management, LLC 310.09%0.20%0.26%Q4 2015Q3 202110
AHL Partners LLP 410.02%1.02%1.84%Q3 2014Q4 201710
Goldstein Munger & Associates 10100.38%2.87%5.36%Q2 2010Q3 201210
First PREMIER Bank 730.00%0.01%0.01%Q3 2017Q3 202310
BAKER TILLY WEALTH MANAGEMENT, LLC 10100.03%0.04%0.05%Q1 2021Q2 202310
Money Design Co.,Ltd. 910.21%1.84%3.88%Q3 2017Q1 202010
Eagle Bay Advisors LLC 10100.00%0.03%0.10%Q2 2021Q3 202310
TOWNSQUARE CAPITAL LLC 710.01%0.14%0.39%Q4 2020Q3 202310
Ford Financial Group, LLC 10100.37%0.61%0.80%Q3 2019Q4 202110
WINDWARD CAPITAL MANAGEMENT CO /CA 10100.05%0.15%0.31%Q1 2016Q2 201810
BlackRock Fund Advisors 640.00%0.00%0.01%Q2 2013Q4 201610
Thomasville National Bank 10100.08%0.11%0.19%Q2 2013Q3 201510
Busey Bank 610.01%0.05%0.19%Q4 2014Q2 202110
FCG ADVISORS, LLC 10101.41%2.64%3.73%Q2 2013Q3 201510
Brick & Kyle, Associates 10100.05%0.06%0.07%Q4 2014Q1 201710
CITY NATIONAL BANK 10100.01%0.01%0.02%Q2 2013Q3 201510
STRATEGIC INVESTMENT MANAGEMENT, LLC 10103.02%5.30%7.20%Q4 2016Q1 201910
VICTORY CAPITAL MANAGEMENT INC 710.02%0.09%0.24%Q3 2019Q3 202310
PENOBSCOT WEALTH MANAGEMENT 10100.20%0.42%0.78%Q2 2021Q3 202310
Cohen Investment Advisors LLC 640.19%0.23%0.33%Q4 2020Q3 202310
Leonard Rickey Investment Advisors P.L.L.C. 10100.21%0.37%0.53%Q4 2017Q1 202010
Nationwide Asset Management LLC 10100.40%21.79%38.48%Q2 2020Q3 202210
First Command Bank 910.00%0.01%0.02%Q2 2017Q4 202210
Invst, LLC 410.10%2.73%4.98%Q1 2019Q3 20239
JFS WEALTH ADVISORS, LLC 210.00%0.00%0.01%Q1 2015Q3 20239
TNF LLC 990.11%0.34%1.15%Q3 2021Q3 20239
CAPITAL ONE FINANCIAL CORP 991.33%1.73%2.30%Q1 2020Q1 20229
Hanlon Investment Management, Inc. 310.03%1.06%4.00%Q1 2016Q2 20239
Five Oceans Advisors 990.39%0.51%0.84%Q3 2021Q3 20239
JOHNSON INVESTMENT COUNSEL INC 990.01%0.01%0.02%Q2 2013Q2 20159
CENTAURUS FINANCIAL, INC. 710.01%0.06%0.14%Q2 2018Q3 20219
HARVEST GROUP WEALTH MANAGEMENT, LLC 720.00%0.81%2.90%Q1 2019Q1 20239
Q3 Asset Management 410.10%1.22%3.55%Q4 2017Q3 20239
COMERICA SECURITIES INC 990.09%0.35%0.64%Q4 2016Q4 20189
Sharkey, Howes & Javer 630.00%0.34%1.26%Q1 2018Q3 20239
Princeton Global Asset Management LLC 540.01%0.13%0.37%Q1 2019Q3 20219
Global Trust Asset Management, LLC 810.01%0.08%0.26%Q1 2019Q1 20229
Aletheian Wealth Advisors LLC 990.59%1.00%1.36%Q4 2021Q4 20239
NVWM, LLC 410.00%0.39%1.08%Q4 2017Q3 20239
Donoghue Forlines LLC 991.67%2.86%6.43%Q4 2017Q4 20199
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 990.53%0.78%1.08%Q2 2020Q2 20229
Vantage Investment Partners, LLC 990.02%0.11%0.48%Q4 2017Q4 20199
HawsGoodwin Investment Management LLC 990.00%0.20%0.41%Q4 2019Q4 20219
Fusion Investment Group, LLC 990.18%0.65%1.14%Q4 2013Q4 20159
Cornerstone Advisors, Inc. 990.02%0.09%0.11%Q4 2016Q4 20189
Weitzel Financial Services, Inc. 990.19%3.09%5.46%Q4 2020Q4 20229
MIRSKY FINANCIAL MANAGEMENT CORP. 990.41%1.03%1.56%Q4 2019Q4 20219
MACROVIEW INVESTMENT MANAGEMENT LLC 810.00%0.01%0.03%Q2 2017Q3 20239
A. D. Beadell Investment Counsel, Inc. 990.55%0.60%0.69%Q2 2013Q2 20159
McKinley Carter Wealth Services, Inc. 990.11%0.17%0.23%Q1 2021Q1 20239
Fiera Capital Corp 990.01%0.02%0.05%Q2 2016Q2 20189
Cornerstone Wealth Management, LLC 990.06%0.14%0.23%Q1 2017Q1 20199
NewEdge Wealth, LLC 330.01%0.13%0.44%Q4 2020Q3 20239
AlphaCentric Advisors LLC 630.08%0.13%0.23%Q2 2020Q3 20239
Integrated Wealth Management 990.15%0.18%0.22%Q1 2015Q1 20179
VERUS CAPITAL PARTNERS, LLC 720.32%0.42%0.51%Q4 2019Q3 20239
BHF Kleinwort Benson Group S.A. 990.00%0.31%0.88%Q2 2013Q2 20159
UBS AG 660.00%0.05%0.09%Q2 2013Q3 20149
RMB Capital Management, LLC 410.04%0.18%0.89%Q4 2015Q4 20199
Moors & Cabot, Inc. 630.02%0.03%0.05%Q3 2020Q3 20239
Stratos Wealth Advisors, LLC 510.00%0.11%0.20%Q1 2020Q3 20239
BANK HAPOALIM BM 990.07%0.15%0.25%Q4 2013Q4 20159
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 810.31%1.63%5.25%Q3 2013Q4 20159
GoalVest Advisory LLC 330.00%0.10%0.21%Q4 2020Q4 20239
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 630.53%0.88%1.23%Q2 2021Q3 20239
SHINE INVESTMENT ADVISORY SERVICES INC 810.29%2.11%4.38%Q2 2018Q3 20209
Personal Capital Advisors Corp 710.00%0.00%0.01%Q4 2019Q4 20229
Castleview Partners, LLC 810.00%0.27%1.93%Q1 2018Q3 20239
Greystone Financial Group, LLC 540.15%2.61%4.20%Q4 2020Q3 20239
Independent Portfolio Consultants, Inc. 810.01%0.23%0.70%Q2 2014Q2 20179
Israel Discount Bank of New York 990.00%0.44%0.77%Q1 2017Q1 20199
Olympiad Research LP 810.09%0.76%2.50%Q4 2019Q1 20229
6 Meridian 810.60%0.74%0.87%Q4 2018Q4 20219
Paradigm Financial Partners, LLC 990.09%0.56%0.87%Q3 2021Q3 20239
GFS Advisors, LLC 990.03%0.10%0.22%Q3 2021Q3 20239
UMB Bank, n.a. 810.00%0.00%0.01%Q3 2019Q3 20239
Cooper Financial Group 990.07%0.96%3.42%Q4 2018Q4 20209
Royal Fund Management, LLC 610.00%0.00%0.01%Q1 2017Q4 20199
Avion Wealth 880.00%0.00%0.00%Q4 2021Q3 20238
Wildcat Capital Management, LLC 410.77%2.49%3.66%Q3 2016Q4 20198
MMBG INVESTMENT ADVISORS CO. 880.04%0.05%0.06%Q4 2021Q3 20238
Investors Capital Advisory Services 880.04%0.06%0.09%Q2 2013Q1 20158
Rinkey Investments 883.46%4.02%4.55%Q4 2021Q3 20238
PROVIDA PENSION FUND ADMINISTRATOR 880.18%0.30%0.36%Q1 2021Q4 20228
M&R CAPITAL MANAGEMENT INC 440.00%0.01%0.01%Q2 2016Q2 20188
MKD WEALTH COACHES, LLC 880.74%3.94%4.77%Q4 2018Q3 20208
GPS Wealth Strategies Group, LLC 410.00%0.00%0.00%Q2 2021Q3 20238
Leelyn Smith, LLC 510.00%0.00%0.00%Q2 2020Q4 20228
Oakworth Capital, Inc. 710.00%0.00%0.01%Q4 2019Q4 20218
TOTH FINANCIAL ADVISORY CORP 880.00%0.00%0.01%Q4 2017Q3 20198
Selective Wealth Management, Inc. 440.00%0.02%0.03%Q3 2019Q3 20228
Princeton Portfolio Strategies Group LLC 410.06%0.19%0.47%Q2 2017Q2 20218
Sovereign Investment Advisors, LLC 880.52%0.55%0.61%Q4 2019Q3 20218
Custos Family Office, LLC 880.73%3.03%5.57%Q4 2021Q3 20238
Melone Private Wealth, LLC 880.30%1.51%2.52%Q4 2021Q3 20238
Simplicity Wealth,LLC 880.29%1.07%2.41%Q4 2021Q3 20238
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q4 2017Q3 20238
Arlington Capital Management, Inc. 710.10%1.30%2.50%Q4 2014Q4 20178
Fulcrum Equity Management 510.09%0.32%0.67%Q4 2018Q1 20228
BAIRD ROBERT W & CO INC /WI/ 880.02%0.06%0.12%Q2 2013Q1 20158
Leucadia National 440.04%0.62%1.89%Q4 2022Q3 20238
EASTERLY INVESTMENT PARTNERS LLC 880.03%0.03%0.04%Q4 2021Q3 20238
Ledyard National Bank 880.01%0.01%0.01%Q1 2017Q4 20188
CAXTON ASSOCIATES LP 310.02%1.71%7.43%Q2 2013Q2 20208
Carmichael Hill & Associates, Inc. 880.02%0.04%0.06%Q4 2019Q3 20218
MONEY CONCEPTS CAPITAL CORP 620.05%0.20%0.33%Q4 2020Q1 20238
Octavia Wealth Advisors, LLC 530.05%0.26%0.60%Q4 2020Q4 20228
JB Capital LLC 880.05%0.18%0.35%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.03%0.12%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.67%0.99%1.28%Q1 2017Q4 20188
ACCURATE INVESTMENT SOLUTIONS, INC. 620.00%0.24%1.86%Q2 2017Q1 20208
Firestone Capital Management 880.01%0.01%0.01%Q4 2019Q3 20218
Pharo Management, Inc. 311.21%29.98%80.59%Q4 2019Q2 20238
GRIMES & COMPANY, INC. 410.02%0.77%5.56%Q4 2015Q2 20238
Garde Capital, Inc. 880.08%0.16%0.20%Q3 2018Q2 20208
Efficient Market Advisors, LLC 880.57%2.09%3.68%Q4 2014Q3 20168
VOLORIDGE INVESTMENT MANAGEMENT, LLC 410.01%0.17%0.59%Q3 2018Q4 20218
FIRST FINANCIAL CORP /IN/ 710.00%0.09%0.14%Q2 2013Q2 20158
PSI Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
West Wealth Group, LLC 880.08%0.19%0.32%Q4 2021Q3 20238
Estate Counselors, LLC 710.00%0.18%0.72%Q4 2014Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.00%Q2 2013Q1 20158
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Concord Wealth Partners 410.00%0.00%0.00%Q1 2021Q3 20238
Mizuho Trust & Banking Co., Ltd. 880.02%0.02%0.03%Q4 2014Q3 20168
OMERS ADMINISTRATION Corp 880.70%0.90%1.30%Q1 2017Q4 20188
Ascent Group, LLC 880.05%0.14%0.29%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.01%0.08%0.43%Q4 2021Q3 20238
Activest Wealth Management 610.19%0.53%1.65%Q1 2021Q3 20238
EverSource Wealth Advisors, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Wavelength Capital Management, LLC 883.79%4.09%4.67%Q4 2021Q3 20238
Diversified, LLC 880.08%0.65%1.32%Q1 2021Q4 20228
Centiva Capital, LP 210.09%0.32%0.74%Q3 2020Q1 20238
Strategic Blueprint, LLC 410.00%0.06%0.14%Q3 2019Q3 20238
Carnegie Capital Asset Management, LLC 510.01%0.02%0.02%Q4 2017Q2 20228
1620 INVESTMENT ADVISORS, INC. 880.31%0.67%1.41%Q4 2021Q3 20238
Intrua Financial, LLC 710.04%0.09%0.12%Q2 2020Q1 20238
Destination Wealth Management 510.00%0.01%0.03%Q3 2016Q1 20208
Destiny Wealth Partners, LLC 620.00%0.01%0.01%Q4 2020Q4 20228
Integrity Financial Corp /WA 880.00%0.00%0.00%Q4 2021Q3 20238
Horst & Graben Wealth Management LLC 710.14%0.65%2.06%Q1 2020Q3 20238
Summit Financial, LLC 310.02%0.03%0.04%Q1 2019Q4 20218
PFS Partners, LLC 880.09%0.11%0.12%Q4 2021Q3 20238
Winfield Associates, Inc. 880.01%0.03%0.15%Q4 2013Q3 20158
UNIONVIEW, LLC 880.40%0.48%0.63%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
City State Bank 880.38%0.46%0.53%Q4 2021Q3 20238
Summit Wealth Group, LLC 510.10%0.39%0.98%Q4 2019Q2 20238
AllSquare Wealth Management LLC 710.00%0.01%0.01%Q1 2016Q3 20238
Old North State Trust, LLC 530.01%0.01%0.01%Q4 2020Q1 20238
Mizuho Securities Co. Ltd. 880.00%0.00%0.00%Q4 2020Q3 20228
CAMBRIDGE TRUST CO 880.00%0.00%0.00%Q4 2021Q3 20238
American Institute for Advanced Investment Management, LLP 880.57%1.14%1.59%Q1 2020Q4 20218
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
TI-TRUST, INC 880.21%0.23%0.27%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.14%0.17%0.22%Q4 2021Q3 20238
FULTON BREAKEFIELD BROENNIMAN LLC 510.89%1.21%1.42%Q2 2016Q4 20198
Financial Management Professionals, Inc. 510.00%2.20%4.54%Q2 2013Q2 20228
Congress Wealth Management LLC / DE / 880.19%0.29%0.35%Q4 2021Q3 20238
STRATEGY ASSET MANAGERS LLC 310.06%0.13%0.27%Q4 2019Q2 20238
SYM FINANCIAL Corp 210.00%0.00%0.03%Q4 2019Q3 20238
Endowment Wealth Management, Inc. 880.44%0.55%0.62%Q4 2021Q3 20238
Camarda Financial Advisors, LLC 510.00%2.54%6.28%Q2 2013Q4 20218
Private Vista, LLC 880.05%0.09%0.11%Q2 2018Q1 20208
Everhart Financial Group, Inc. 880.13%0.21%0.33%Q4 2020Q3 20228
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 771.06%2.20%4.97%Q2 2016Q4 20177
Capital Planning Advisors, LLC 771.85%3.13%3.61%Q1 2019Q3 20207
DERBY & COMPANY, INC 771.88%2.58%3.41%Q2 2019Q4 20207
CIBC WORLD MARKET INC. 410.00%0.00%0.01%Q1 2020Q3 20237
Avantax Planning Partners, Inc. 610.00%0.02%0.03%Q4 2016Q3 20187
Newfleet Asset Management, LLC 774.50%26.21%90.70%Q4 2020Q2 20227
Sand Hill Global Advisors, LLC 610.02%0.25%0.94%Q4 2021Q3 20237
WealthPlan Investment Management, LLC 610.02%0.04%0.05%Q1 2022Q4 20237
Vontobel Swiss Wealth Advisors AG 770.26%0.34%0.38%Q2 2019Q4 20207
Magnus Financial Group LLC 770.03%0.08%0.11%Q4 2020Q2 20227
Squar Milner Financial Services LLC 520.00%0.00%0.01%Q2 2018Q1 20207
Jackson Hole Capital Partners, LLC 770.00%0.00%0.00%Q2 2019Q4 20207
Goodwin Investment Advisory 430.00%0.03%0.04%Q4 2020Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.04%0.20%Q2 2013Q4 20147
Roble, Belko & Company, Inc 770.00%0.00%0.00%Q1 2019Q3 20207
Anfield Capital Management, LLC 610.02%0.28%0.69%Q4 2019Q3 20217
InTrack Investment Management Inc 770.22%0.44%0.74%Q1 2022Q3 20237
Cumberland Partners Ltd 770.03%0.04%0.07%Q2 2018Q4 20197
Old Port Advisors 520.10%0.18%0.21%Q1 2019Q4 20207
ATTICUS WEALTH MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Legacy Wealth Partners, Inc. 770.12%1.11%2.85%Q4 2019Q2 20217
Future Financial Wealth Managment LLC 770.68%1.00%1.38%Q1 2022Q3 20237
Vestmark Advisory Solutions, Inc. 520.10%0.38%0.77%Q2 2021Q2 20237
Redhawk Wealth Advisors, Inc. 210.17%0.40%0.96%Q2 2019Q3 20237
CONNING INC. 770.12%0.34%0.45%Q1 2022Q3 20237
WEXFORD CAPITAL LP 310.05%0.38%1.34%Q3 2016Q4 20197
Ascendant Capital Management, LLC 521.77%3.35%5.16%Q4 2020Q1 20237
SPX Gestao de Recursos Ltda 430.00%4.67%11.40%Q3 2021Q3 20237
Ruggie Capital Group 410.01%0.38%0.95%Q2 2015Q3 20197
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Tradewinds Capital Management, LLC 310.00%0.00%0.01%Q3 2015Q4 20227
Advisors Preferred, LLC 210.01%0.30%0.79%Q3 2014Q4 20207
RELIANCE TRUST CO 770.34%0.39%0.44%Q2 2013Q4 20147
HERITAGE WEALTH MANAGEMENT, LLC 431.97%2.24%2.47%Q1 2021Q4 20227
Capital Planning LLC 410.12%0.47%1.53%Q4 2020Q3 20237
Monument Capital Management 520.15%1.19%4.02%Q2 2021Q3 20237
LifePro Asset Management 770.11%0.22%0.45%Q4 2020Q2 20227
SPROTT INC. 770.67%3.04%9.14%Q4 2020Q2 20227
Choate Investment Advisors 510.01%0.02%0.03%Q2 2013Q1 20217
Archford Capital Strategies, LLC 610.00%0.43%0.75%Q1 2018Q1 20217
ARKANSAS FINANCIAL GROUP, INC. 770.06%0.08%0.09%Q4 2020Q2 20227
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 410.00%0.10%0.34%Q4 2015Q2 20237
Global X Management CO LLC 520.03%0.07%0.16%Q3 2015Q3 20177
NatWest Group plc 410.01%0.04%0.08%Q2 2013Q4 20187
Charles Schwab Investment Advisory, Inc. 770.19%0.30%0.54%Q2 2018Q4 20197
Proficio Capital Partners LLC 310.00%0.53%3.11%Q4 2015Q3 20217
Abundance Wealth Counselors 773.08%3.76%4.18%Q4 2018Q2 20207
My Legacy Advisors, LLC 770.35%0.87%1.28%Q1 2022Q3 20237
Blue Sky Asset Management, LLC 510.44%1.51%2.45%Q1 2017Q4 20197
Solstein Capital, LLC 410.00%0.09%0.24%Q3 2019Q3 20237
Qube Research & Technologies Ltd 310.00%0.11%0.40%Q1 2020Q1 20237
Capstone Financial Advisors, Inc. 430.05%1.04%5.17%Q3 2015Q3 20197
Covington Capital Management 410.00%0.00%0.01%Q3 2017Q2 20227
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.02%0.06%Q1 2022Q3 20237
MANAGED ACCOUNT ADVISORS LLC 770.00%0.00%0.01%Q4 2013Q2 20157
Raleigh Capital Management Inc. 770.00%0.01%0.02%Q1 2022Q3 20237
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 310.02%0.77%4.02%Q3 2013Q3 20227
Apella Capital, LLC 310.03%0.15%0.24%Q3 2021Q4 20237
Hanson & Doremus Investment Management 770.01%0.01%0.02%Q4 2016Q2 20187
EQ LLC 410.46%1.69%4.83%Q4 2020Q2 20237
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 770.78%2.27%3.34%Q3 2013Q1 20157
Wunderlich Capital Managemnt 520.83%1.46%1.75%Q4 2013Q4 20217
Truvestments Capital LLC 770.00%0.00%0.00%Q1 2020Q3 20217
LBA Wealth Management, LLC 610.00%0.05%0.17%Q3 2014Q1 20177
VSR Financial Services, Inc. 610.02%0.09%0.22%Q2 2013Q2 20157
Hamilton Capital, LLC 773.51%5.68%7.47%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.00%0.06%0.13%Q1 2022Q3 20237
SOUTH GEORGIA CAPITAL, LLC 610.02%0.05%0.07%Q4 2013Q3 20157
Navalign, LLC 774.02%4.50%4.90%Q1 2021Q3 20227
Beacon Pointe Advisors, LLC 430.00%0.01%0.02%Q3 2021Q3 20237
PAYDEN & RYGEL 320.14%0.82%2.33%Q2 2013Q1 20227
Plante Moran Financial Advisors, LLC 210.00%0.00%0.01%Q4 2015Q1 20237
Financial Partners Group, Inc 430.13%1.26%2.05%Q4 2017Q1 20217
SOL Capital Management CO 770.34%0.36%0.38%Q1 2018Q3 20197
Placemark Investments, Inc. 770.05%0.08%0.13%Q2 2013Q4 20147
PAX Financial Group, LLC 520.06%0.21%0.50%Q4 2019Q3 20237
INVESTORS TRUST INC 520.97%2.41%3.80%Q2 2013Q2 20157
Parisi Gray Wealth Management 610.02%0.03%0.04%Q4 2017Q2 20217
Vise Technologies, Inc. 770.84%0.92%1.01%Q1 2022Q3 20237
Cornerstone Financial Partners, LLC 770.63%1.12%1.77%Q2 2016Q4 20177
Fort Point Capital Partners LLC 770.24%0.37%0.76%Q4 2013Q2 20157
Border to Coast Pensions Partnership Ltd 430.12%0.80%2.00%Q4 2021Q3 20237
ShoreHaven Wealth Partners, LLC 320.02%0.46%0.79%Q4 2020Q3 20237
Deer Park Road Corp 310.30%1.17%2.31%Q2 2019Q3 20227
Atria Wealth Solutions, Inc. 770.06%0.07%0.09%Q1 2022Q3 20237
Wealthstreet Investment Advisors, LLC 660.02%0.15%0.39%Q3 2020Q4 20216
WESBANCO BANK INC 510.07%0.10%0.12%Q3 2020Q1 20226
Ironwood Wealth Management, LLC. 310.00%0.02%0.03%Q3 2018Q1 20236
Arkadios Wealth Advisors 420.00%0.02%0.08%Q4 2019Q3 20216
SMITH SHELLNUT WILSON LLC /ADV 660.00%0.00%0.01%Q1 2020Q2 20216
tru Independence LLC 310.00%0.10%0.20%Q4 2019Q1 20226
Cypress Wealth Services, LLC 330.10%0.17%0.26%Q3 2019Q3 20236
Legacy Advisors, LLC 410.00%0.06%0.09%Q4 2017Q1 20226
AFFINIA FINANCIAL GROUP, LLC 660.18%0.20%0.25%Q2 2021Q3 20226
NATIXIS ADVISORS, L.P. 310.04%0.07%0.13%Q1 2014Q4 20156
Teamwork Financial Advisors, LLC 660.05%0.06%0.08%Q3 2020Q4 20216
RONALD BLUE & CO LLC 660.02%0.07%0.11%Q1 2016Q2 20176
Latitude Advisors, LLC 660.11%0.18%0.25%Q4 2020Q1 20226
EVERGREEN CAPITAL MANAGEMENT LLC 660.04%0.11%0.13%Q2 2022Q3 20236
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.06%0.13%0.43%Q2 2015Q3 20166
Virtus Investment Advisers, Inc. 310.27%6.10%34.17%Q2 2015Q3 20226
NewSquare Capital LLC 310.00%0.49%1.60%Q2 2013Q4 20226
Endurance Wealth Management, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
Altium Wealth Management LLC 660.09%0.19%0.38%Q4 2017Q1 20196
Merit Financial Group, LLC 660.01%0.06%0.08%Q2 2022Q3 20236
Mitsubishi UFJ Asset Management (UK) Ltd. 660.52%2.51%6.40%Q3 2018Q4 20196
Spectrum Management Group, LLC 510.00%0.02%0.07%Q1 2020Q3 20226
McAdams Wright Ragen, Inc. 660.02%0.02%0.03%Q2 2013Q3 20146
LCNB CORP 661.41%1.58%1.88%Q2 2022Q3 20236
Argentus Capital Management, LLC 510.08%0.18%0.31%Q2 2013Q3 20166
Regal Wealth Group, Inc. 660.00%0.04%0.08%Q4 2015Q1 20176
Eagle Strategies LLC 660.06%0.41%0.95%Q2 2022Q3 20236
Moloney Securities Asset Management, LLC 660.09%0.19%0.27%Q4 2016Q1 20186
Abbrea Capital, LLC 660.19%0.23%0.29%Q4 2016Q1 20186
CONDOR CAPITAL MANAGEMENT 420.03%0.30%0.49%Q1 2019Q1 20236
Mizuho Asset Management Co.,Ltd. 660.01%0.03%0.05%Q3 2013Q4 20146
Blue Trust, Inc. 660.01%0.02%0.03%Q2 2022Q3 20236
Atlas Private Wealth Advisors 660.00%0.00%0.01%Q2 2020Q3 20216
Great Diamond Partners, LLC 330.64%1.05%1.30%Q1 2021Q3 20236
Kelman-Lazarov, Inc. 660.22%0.33%0.48%Q2 2022Q3 20236
1919 Investment Counsel, LLC 660.03%0.04%0.04%Q2 2013Q3 20146
ICA Group Wealth Management, LLC 660.00%0.04%0.10%Q1 2022Q2 20236
High Falls Advisors, Inc 330.08%0.35%0.62%Q4 2021Q3 20236
United Capital Management of KS, Inc. 660.15%0.41%0.68%Q3 2018Q4 20196
HRT FINANCIAL LP 210.00%0.40%2.23%Q4 2019Q1 20226
Zions Bancorporation, N.A. 510.00%0.00%0.01%Q2 2020Q3 20226
FIRETHORN WEALTH PARTNERS, LLC 420.17%0.25%0.32%Q1 2022Q3 20236
MARATHON ASSET MANAGEMENT LP 310.68%2.98%4.99%Q4 2017Q1 20226
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 660.23%3.50%4.78%Q2 2022Q3 20236
GM Advisory Group, LLC 660.54%0.62%0.80%Q3 2020Q4 20216
Danda Trouve Investment Management, Inc. 661.80%4.63%5.67%Q4 2020Q1 20226
Squarepoint Ops LLC 220.02%0.15%0.38%Q3 2016Q3 20196
Castle Rock Wealth Management, LLC 420.08%0.22%0.61%Q3 2019Q3 20216
SWMG, LLC 420.14%0.24%0.34%Q4 2020Q2 20236
Antonetti Capital Management LLC 661.45%1.68%1.96%Q2 2013Q3 20146
ING GROEP NV 210.01%0.78%4.61%Q1 2013Q3 20196
Meridian Wealth Partners, LLC 660.02%0.06%0.11%Q4 2019Q1 20216
Ausdal Financial Partners, Inc. 510.04%0.05%0.06%Q4 2015Q4 20226
MARINO, STRAM & ASSOCIATES LLC 660.02%0.03%0.04%Q4 2017Q1 20196
PRIVATE TRUST CO NA 660.02%0.04%0.07%Q2 2022Q3 20236
FormulaFolio Investments, LLC 310.00%0.01%0.04%Q3 2016Q2 20216
Hayden Royal, LLC 660.11%0.28%0.53%Q1 2019Q2 20206
WBH ADVISORY INC 330.10%0.14%0.25%Q4 2021Q3 20236
Meridian Wealth Management, LLC 510.02%0.06%0.17%Q4 2016Q4 20216
Claraphi Advisory Network, LLC 410.01%0.25%0.95%Q3 2019Q4 20216
MAS Advisors LLC 664.26%5.90%6.96%Q4 2021Q1 20236
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 420.00%0.00%0.00%Q2 2021Q3 20236
Mosaic Family Wealth, LLC 660.01%0.08%0.14%Q4 2017Q1 20196
Cascadia Advisory Services, LLC 310.06%0.11%0.26%Q4 2019Q3 20216
PFM Asset Management LLC 661.94%2.89%4.51%Q2 2020Q3 20216
Allegis Investment Advisors, LLC 510.30%1.25%2.89%Q4 2015Q2 20176
Founders Capital Management 660.01%0.01%0.01%Q2 2022Q3 20236
INVESTMENT PARTNERS, LTD. 660.16%0.20%0.25%Q3 2017Q4 20186
Round Table Services, LLC 660.08%0.09%0.09%Q1 2017Q2 20186
Industrial Alliance Investment Management Inc. 660.64%0.74%1.04%Q4 2021Q1 20236
Alberta Investment Management Corp 310.10%0.49%1.00%Q4 2019Q4 20216
Private Wealth Advisors, LLC 661.29%1.75%2.45%Q2 2022Q3 20236
V Wealth Advisors LLC 510.04%0.19%0.27%Q2 2017Q1 20206
Williams Financial, LLC 330.58%0.83%1.73%Q3 2021Q3 20236
Private Advisory Group LLC 661.12%1.52%1.85%Q1 2018Q2 20196
Braver Wealth Management, LLC 510.46%1.72%2.96%Q1 2015Q4 20166
COLLECTIVE FAMILY OFFICE LLC 510.14%0.32%0.50%Q4 2021Q3 20236
Edge Wealth Management LLC 420.01%0.12%0.19%Q1 2015Q3 20226
PATHSTONE FAMILY OFFICE, LLC 420.00%0.00%0.01%Q2 2019Q3 20236
Bruderman Asset Management, LLC 510.09%0.10%0.11%Q1 2020Q3 20216
Apeiron RIA LLC 420.14%0.22%0.28%Q4 2021Q3 20236
MGO ONE SEVEN LLC 210.01%0.02%0.05%Q4 2017Q1 20236
SSI INVESTMENT MANAGEMENT LLC 660.02%0.18%0.42%Q4 2020Q1 20226
TrueWealth Advisors, LLC 660.12%0.50%1.63%Q4 2020Q1 20226
Hudock, Inc. 410.00%0.01%0.08%Q2 2013Q2 20226
Perella Weinberg Partners Capital Management LP 660.51%0.92%1.48%Q1 2020Q2 20216
TCTC Holdings, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
GIRARD SECURITIES, INC. 550.24%0.28%0.36%Q3 2016Q3 20175
INNEALTA CAPITAL, LLC 550.30%3.72%5.73%Q4 2018Q4 20195
CoreCap Advisors, LLC 550.49%0.76%1.04%Q4 2021Q4 20225
Fortress Wealth Group, LLC 550.34%0.49%0.60%Q2 2021Q2 20225
People's United Financial, Inc. 210.00%0.00%0.01%Q3 2013Q2 20175
PICTET BANK & TRUST Ltd 550.21%0.22%0.23%Q4 2013Q4 20145
Hoover Financial Advisors, Inc. 550.00%0.02%0.06%Q2 2020Q2 20215
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.00%0.01%Q2 2019Q4 20205
Burns Matteson Capital Management, LLC 210.77%1.49%2.16%Q4 2020Q2 20235
TCWP LLC 320.06%0.08%0.12%Q4 2021Q2 20235
New England Investment & Retirement Group, Inc. 320.16%0.38%0.46%Q4 2016Q1 20185
OPPENHEIMER ASSET MANAGEMENT INC. 310.00%0.00%0.01%Q1 2018Q2 20205
Covestor Ltd 410.00%0.04%0.06%Q4 2021Q3 20235
DRAVO BAY LLC 551.45%1.79%2.07%Q4 2021Q4 20225
Global Wealth Management Investment Advisory, Inc. 210.00%0.03%0.07%Q4 2019Q3 20235
Annapolis Financial Services, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
MYCIO WEALTH PARTNERS, LLC 210.00%0.00%0.01%Q2 2013Q4 20195
First Capital Advisors Group, LLC. 410.00%0.00%0.02%Q1 2018Q2 20235
Ally Invest Advisors Inc. 550.03%0.07%0.11%Q3 2022Q3 20235
RAND WEALTH, LLC 550.02%0.03%0.03%Q3 2017Q3 20185
Lattice Strategies LLC 550.17%0.51%1.13%Q2 2013Q2 20145
H&H Retirement Design & Management INC 551.13%1.25%1.43%Q4 2021Q4 20225
Yellowstone Partners, LLC 310.13%0.17%0.21%Q4 2013Q3 20175
Zullo Investment Group, Inc. 550.01%0.01%0.02%Q4 2021Q4 20225
Almanack Investment Partners, LLC. 550.21%2.50%5.57%Q4 2016Q4 20175
Long Wharf Investors, Inc. 550.44%0.60%0.73%Q2 2013Q2 20145
Curi Wealth Management, LLC 550.07%0.17%0.20%Q4 2020Q4 20215
New Vernon Capital Holdings II LLC 410.44%0.68%0.83%Q3 2016Q4 20175
CONNABLE OFFICE INC 411.41%2.32%3.02%Q4 2021Q2 20235
MCKINLEY CAPITAL MANAGEMENT LLC 550.00%0.00%0.00%Q3 2016Q3 20175
ROCKY MOUNTAIN ADVISERS, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Gupta Wealth Management LLC 550.05%0.06%0.08%Q1 2015Q1 20165
Greenspring Advisors, LLC 410.07%0.10%0.12%Q4 2021Q1 20235
Strategic Asset Management, LLC 550.00%0.01%0.02%Q3 2021Q3 20225
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 5511.23%32.52%43.79%Q1 2019Q1 20205
J2 Capital Management Inc 320.91%2.34%6.96%Q4 2021Q3 20235
Bell Rock Capital LLC 550.00%0.00%0.00%Q1 2018Q1 20195
Clearstead Advisors, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
TUDOR INVESTMENT CORP ET AL 210.01%0.75%1.51%Q1 2019Q2 20235
FineMark National Bank & Trust 210.00%0.00%0.00%Q1 2014Q3 20165
One Wealth Advisors, LLC 410.01%0.16%0.37%Q3 2018Q3 20235
Shore Point Advisors, LLC 410.00%0.55%0.75%Q4 2021Q3 20235
LYELL WEALTH MANAGEMENT, LP 550.06%0.08%0.10%Q1 2021Q1 20225
Tidal Investments LLC 210.04%0.78%1.72%Q2 2019Q4 20225
NINE MASTS CAPITAL Ltd 410.75%1.02%1.34%Q2 2016Q4 20175
AVIVA PLC 550.04%0.09%0.10%Q1 2019Q1 20205
SVB WEALTH LLC 210.00%0.00%0.00%Q3 2020Q1 20225
Caprock Group, LLC 550.13%0.15%0.16%Q1 2016Q1 20175
Symphony Financial, Ltd. Co. 550.59%1.30%1.87%Q4 2020Q4 20215
Trust Asset Management LLC 210.56%0.66%0.81%Q3 2011Q1 20165
MOORE CAPITAL MANAGEMENT, LP 210.28%1.41%2.26%Q1 2016Q2 20215
BARRETT & COMPANY, INC. 550.05%0.05%0.05%Q3 2022Q3 20235
Tranquilli Financial Advisor LLC 210.36%0.53%0.77%Q4 2020Q2 20235
Ken Stern & Associates, Inc. 410.15%0.16%0.18%Q4 2014Q3 20185
KENFARB & CO. 550.02%0.02%0.02%Q3 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.81%0.95%1.09%Q4 2016Q4 20175
Powell Investment Advisors, LLC 550.10%0.19%0.25%Q4 2019Q4 20205
Hefty Wealth Partners 550.03%0.04%0.04%Q4 2015Q4 20165
Faithward Advisors, LLC 550.00%0.01%0.02%Q3 2022Q3 20235
HOWE & RUSLING INC 210.00%0.00%0.01%Q1 2016Q4 20225
Beacon Capital Management, Inc. 210.00%0.00%0.00%Q1 2014Q1 20235
First Financial Bank - Trust Division 550.02%0.03%0.05%Q4 2022Q4 20235
Prime Capital Investment Advisors, LLC 210.00%0.00%0.01%Q4 2018Q3 20225
Lowe Wealth Advisors, LLC 550.00%0.00%0.00%Q4 2014Q4 20155
Red Tortoise LLC 410.08%0.14%0.17%Q3 2021Q3 20235
Stokes Capital Advisors, LLC 550.24%0.42%0.52%Q4 2020Q4 20215
SHEPHERD KAPLAN KROCHUK, LLC 310.04%0.06%0.11%Q2 2013Q3 20165
WESTERN FINANCIAL Corp 550.62%0.68%0.78%Q4 2020Q4 20215
TD Capital Management LLC 310.00%0.00%0.00%Q4 2016Q3 20235
Ameliora Wealth Management Ltd. 550.11%1.31%3.19%Q3 2022Q3 20235
DMC Group, LLC 550.23%0.66%1.19%Q4 2021Q4 20225
First Allied Asset Management, Inc. 410.08%0.37%0.46%Q2 2013Q3 20145
FIRST UNITED BANK & TRUST 550.09%0.28%0.39%Q1 2021Q1 20225
Wealthspire Advisors, LLC 310.00%0.01%0.01%Q4 2018Q4 20215
JOYN Advisors, Inc. 410.00%0.03%0.15%Q4 2013Q4 20185
Vectors Research Management, LLC 310.00%0.01%0.02%Q3 2018Q4 20215
HB Wealth Management, LLC 550.01%0.02%0.04%Q3 2022Q3 20235
TRUST CO OF VERMONT 210.00%0.00%0.00%Q2 2015Q1 20205
Range Financial Group LLC 550.54%0.61%0.65%Q1 2021Q1 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.00%Q3 2020Q3 20235
Blue Granite Capital, LLC 550.64%0.66%0.70%Q4 2016Q4 20175
FLC Capital Advisors 410.07%0.09%0.12%Q4 2020Q2 20225
Chicago Partners Investment Group LLC 210.02%0.03%0.05%Q3 2018Q4 20215
Pettinga Financial Advisors LLC 310.12%0.35%0.50%Q4 2018Q3 20235
AMP Capital Investors Ltd 310.05%0.16%0.34%Q3 2016Q4 20205
AFFINITY WEALTH MANAGEMENT LLC 554.73%5.31%7.03%Q3 2020Q3 20215
Strategic Capital Group LLC 550.02%0.19%0.46%Q2 2013Q2 20145
Private Wealth Group, LLC 411.68%1.84%2.20%Q4 2017Q4 20195
PHILADELPHIA TRUST CO 550.04%0.05%0.05%Q1 2022Q1 20235
Rotella Capital Management, Inc. 550.88%2.24%3.69%Q4 2013Q4 20145
BRANDYWINE OAK PRIVATE WEALTH LLC 551.36%1.65%1.96%Q4 2018Q4 20195
Portfolio Strategies Inc 550.01%1.13%1.87%Q4 2016Q4 20175
Ameritas Investment Company, LLC 310.01%0.02%0.04%Q1 2019Q1 20215
Austin Private Wealth, LLC 550.04%0.12%0.17%Q3 2022Q3 20235
FinTrust Investment Advisory Services, LLC 320.23%0.41%0.68%Q2 2013Q1 20185
Cable Hill Partners, LLC 220.01%0.03%0.05%Q3 2016Q1 20194
Integris Wealth Management, LLC 440.12%0.31%0.43%Q4 2022Q3 20234
FFG RETIREMENT ADVISORS LLC 440.56%0.70%0.77%Q4 2022Q3 20234
CPA Asset Management LLC 440.25%0.29%0.37%Q4 2022Q3 20234
Rampart Investment Management Company, LLC 220.35%0.61%1.34%Q3 2019Q3 20204
MACQUARIE GROUP LTD 110.00%0.00%0.00%Q2 2014Q3 20234
Centurion Wealth Management LLC 440.12%0.24%0.30%Q4 2022Q3 20234
Sunbelt Securities, Inc. 310.02%0.03%0.05%Q4 2016Q3 20234
Serengeti Asset Management LP 442.68%3.62%5.53%Q1 2015Q4 20154
TRUST DEPARTMENT MB FINANCIAL BANK N A 210.00%0.00%0.00%Q2 2015Q1 20174
MOSELEY INVESTMENT MANAGEMENT INC 310.10%0.55%0.91%Q1 2019Q2 20214
361 CAPITAL LLC 310.04%1.75%5.11%Q1 2016Q2 20194
Perpetual Ltd 310.27%0.41%0.82%Q1 2014Q3 20164
Arden Trust Co 440.01%0.07%0.10%Q2 2019Q1 20204
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Tyler-Stone Wealth Management 220.00%0.00%0.00%Q3 2022Q3 20234
Watchman Group, Inc. 310.15%0.58%1.34%Q4 2021Q4 20224
Executive Wealth Management, LLC 440.04%0.15%0.43%Q4 2018Q3 20194
Farther Finance Advisors, LLC 440.09%0.12%0.19%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.02%Q1 2021Q4 20214
Frisch Financial Group, Inc. 440.21%1.00%3.31%Q4 2022Q3 20234
Cleary Gull Holdings Inc. 440.04%0.04%0.05%Q2 2015Q1 20164
Integrated Investment Consultants, LLC 310.00%0.05%0.07%Q1 2016Q1 20184
Virtus ETF Advisers LLC 210.02%0.24%0.36%Q4 2016Q3 20224
WADDELL & ASSOCIATES, LLC 310.03%0.04%0.07%Q3 2020Q1 20224
COLDSTREAM CAPITAL MANAGEMENT INC 310.01%0.01%0.01%Q2 2021Q2 20224
DELPHI FINANCIAL GROUP, INC. 210.17%0.40%0.60%Q2 2013Q1 20224
Rokos Capital Management LLP 114.18%10.15%18.92%Q4 2018Q1 20224
VAN ECK ASSOCIATES CORP 210.00%0.00%0.01%Q2 2015Q3 20174
Glovista Investments LLC 310.03%0.05%0.10%Q4 2013Q1 20154
Saba Capital Management, L.P. 310.02%0.05%0.07%Q2 2013Q4 20154
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.03%0.07%0.18%Q4 2022Q3 20234
Evermore Global Advisors, LLC 214.13%10.06%17.37%Q3 2018Q3 20214
CHANNEL WEALTH LLC 440.15%0.23%0.35%Q1 2023Q4 20234
Emso Asset Management Ltd 2188.29%96.81%99.92%Q1 2021Q4 20224
Park Place Capital Corp 440.04%0.05%0.06%Q4 2022Q3 20234
Golden State Wealth Management, LLC 310.04%0.21%0.31%Q1 2019Q1 20204
KFG WEALTH MANAGEMENT, LLC 443.67%6.90%11.86%Q4 2022Q3 20234
STOCK YARDS BANK & TRUST CO 440.01%0.04%0.11%Q2 2022Q1 20234
VALLEY NATIONAL BANCORP 441.88%2.34%2.54%Q4 2013Q3 20144
Salient Private Client, LLC 440.25%0.54%1.11%Q4 2017Q3 20184
Investors Financial Group, LLC 310.11%0.12%0.13%Q4 2020Q4 20214
MARIPAU WEALTH MANAGEMENT LLC 440.37%0.58%0.79%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 441.75%2.49%3.23%Q4 2021Q3 20224
Convergent Wealth Advisors 220.14%0.17%0.23%Q2 2014Q2 20154
SALEM INVESTMENT COUNSELORS INC 210.00%0.00%0.00%Q1 2021Q3 20234
XPONANCE, INC. 440.22%0.33%0.65%Q1 2014Q4 20144
FIRST NATIONAL TRUST CO 310.02%0.03%0.04%Q2 2018Q1 20204
Life Planning Partners, Inc 441.88%2.13%2.41%Q4 2021Q3 20224
PIN OAK INVESTMENT ADVISORS INC 440.01%0.02%0.02%Q4 2022Q3 20234
Greenwich Wealth Management LLC 440.06%0.06%0.06%Q3 2017Q2 20184
Bangor Savings Bank 440.10%0.11%0.13%Q2 2013Q1 20144
COMMUNITY BANK SYSTEM, INC. 440.00%0.35%0.61%Q2 2013Q1 20144
Eudaimonia Partners, LLC 310.00%0.02%0.04%Q4 2019Q1 20214
4J Wealth Management LLC 440.32%1.80%2.30%Q4 2020Q3 20214
JNBA Financial Advisors 110.00%0.01%0.02%Q1 2016Q1 20234
HF Advisory Group, LLC 440.15%0.18%0.22%Q4 2022Q3 20234
Silicon Valley Capital Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Retirement Investment Advisors, Inc. 441.04%1.20%1.42%Q4 2022Q3 20234
Sentinus, LLC 440.22%0.27%0.30%Q3 2022Q2 20234
GUARDIAN CAPITAL ADVISORS LP 440.03%0.03%0.03%Q3 2017Q2 20184
Avitas Wealth Management LLC 441.65%1.76%1.91%Q4 2020Q3 20214
IMA Wealth, Inc. 440.17%0.19%0.22%Q4 2014Q3 20154
INTEGRAL DERIVATIVES, LLC 330.03%0.05%0.07%Q3 2017Q1 20184
American Financial Network Advisory Services LLC 440.12%0.67%1.80%Q3 2017Q2 20184
Barden Capital Management, Inc. 441.01%1.16%1.26%Q4 2022Q3 20234
Hennion & Walsh Asset Management, Inc. 440.21%0.22%0.23%Q1 2021Q4 20214
Maven Securities LTD 310.02%0.02%0.02%Q1 2021Q3 20234
VIRIDIAN RIA, LLC 313.74%4.09%4.62%Q4 2020Q4 20214
Nalls Sherbakoff Group, LLC 310.00%0.01%0.01%Q4 2018Q3 20234
Keystone Financial Services 440.33%0.60%1.37%Q4 2022Q3 20234
Stonehearth Capital Management, LLC 442.59%2.63%2.68%Q1 2023Q4 20234
PUBLIC SECTOR PENSION INVESTMENT BOARD 210.11%0.37%0.89%Q2 2016Q4 20204
CANADA PENSION PLAN INVESTMENT BOARD 210.02%0.10%0.26%Q4 2020Q3 20234
1 NORTH WEALTH SERVICES LLC 220.00%0.03%0.11%Q4 2018Q4 20194
First Citizens Asset Management, Inc. 440.12%0.15%0.23%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.02%0.04%0.06%Q4 2022Q3 20234
Von Berge Wealth Management Group, LLC 440.21%0.25%0.27%Q4 2022Q3 20234
Premia Global Advisors, LLC 310.06%0.12%0.20%Q4 2017Q1 20194
Fortis Advisors, LLC 310.01%0.01%0.02%Q1 2020Q3 20234
Trexquant Investment LP 210.01%0.02%0.02%Q3 2020Q2 20234
HBW ADVISORY SERVICES LLC 220.06%0.13%0.23%Q4 2020Q1 20234
PERSONAL CFO SOLUTIONS, LLC 210.10%0.14%0.17%Q2 2021Q2 20234
DFPG INVESTMENTS, LLC 440.04%0.06%0.10%Q4 2022Q3 20234
GRAND WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Whitegate Investment Counselors, Inc. 440.09%0.16%0.20%Q4 2020Q3 20214
Family Asset Management, LLC 440.33%0.57%1.01%Q4 2022Q3 20234
SIMON QUICK ADVISORS, LLC 110.00%0.04%0.09%Q1 2017Q4 20204
Covenant Multifamily Offices, LLC 210.03%0.05%0.08%Q1 2019Q3 20214
KARLINSKI ANDREW C 440.14%0.24%0.37%Q4 2021Q3 20224
Fluent Financial, LLC 440.39%1.94%3.51%Q4 2017Q3 20184
Ruedi Wealth Management, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
Rafferty Asset Management, LLC 440.01%0.02%0.03%Q3 2017Q2 20184
PERSONAL FINANCIAL CONSULTANTS INC /ADV 444.26%4.99%5.60%Q3 2018Q2 20194
TIEDEMANN ADVISORS, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Clear Perspective Advisors, LLC 440.00%0.00%0.01%Q3 2017Q2 20184
GREAT WEST LIFE ASSURANCE CO /CAN/ 440.00%0.00%0.00%Q3 2014Q2 20154
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.02%0.04%0.11%Q1 2022Q4 20224
Virtu Financial LLC 210.01%0.04%0.08%Q2 2018Q4 20194
CETERA INVESTMENT MANAGEMENT LLC 440.72%0.94%1.04%Q4 2015Q3 20164
Brown Advisory Securities, LLC 440.04%0.04%0.05%Q4 2017Q3 20184
REBALANCE, LLC 440.04%1.11%2.22%Q4 2022Q3 20234
Financial Alternatives, Inc 444.03%4.28%4.53%Q4 2022Q3 20234
Cypress Point Wealth Management, LLC 440.00%0.00%0.01%Q4 2020Q3 20214
EVERMAY WEALTH MANAGEMENT LLC 440.00%0.01%0.03%Q4 2021Q3 20224
Karp Capital Management Corp 310.02%0.29%1.08%Q4 2014Q4 20194
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 440.01%0.01%0.01%Q4 2013Q3 20144
Empyrean Capital Partners, LP 210.05%1.16%3.46%Q1 2015Q3 20184
Ironwood Financial, llc 440.02%0.08%0.26%Q4 2014Q3 20154
CIM, LLC 440.03%0.04%0.05%Q3 2020Q2 20214
Catalyst Capital Advisors LLC 220.00%0.01%0.01%Q4 2016Q2 20184
MORRIS FINANCIAL CONCEPTS, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
ACG Wealth 310.01%0.03%0.03%Q4 2017Q2 20224
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.10%0.31%Q3 2022Q3 20234
Grace Capital 310.15%0.27%0.35%Q2 2020Q2 20214
Addison Capital Co 441.82%1.88%1.93%Q4 2013Q3 20144
Strategic Capital Alternatives LLC 310.02%0.03%0.03%Q3 2014Q3 20154
VeraBank, N.A. 310.10%0.13%0.21%Q3 2021Q3 20234
Sharper & Granite LLC 441.13%1.16%1.19%Q4 2022Q3 20234
DB Wealth Management Group, LLC 310.01%0.05%0.17%Q4 2020Q1 20224
Legacy Capital Wealth Partners, LLC 220.68%0.95%1.23%Q4 2020Q4 20214
KHP Capital, LLC 441.17%1.26%1.38%Q4 2017Q3 20184
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 210.00%0.00%0.01%Q2 2013Q3 20194
CANTOR FITZGERALD, L. P. 440.01%0.01%0.01%Q4 2022Q3 20234
PT ASSET MANAGEMENT, LLC 220.04%0.04%0.05%Q4 2014Q1 20154
Professional Financial Advisors, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Sound Stewardship, LLC 442.69%2.75%2.85%Q4 2022Q3 20234
U.S. Capital Wealth Advisors, LLC 440.00%0.02%0.04%Q4 2022Q3 20234
Walleye Capital LLC 210.04%0.08%0.15%Q1 2022Q3 20234
GUARDIAN WEALTH ADVISORS, LLC / NC 310.00%0.00%0.00%Q2 2022Q2 20234
Balentine LLC 110.00%0.00%0.01%Q1 2020Q2 20234
O'Dell Group, LLC 310.00%0.00%0.00%Q1 2022Q2 20234
Stratos Investment Management, LLC 440.06%0.09%0.14%Q1 2021Q4 20214
SageView Advisory Group, LLC 440.68%0.81%0.87%Q4 2022Q3 20234
New Republic Capital, LLC 442.13%2.28%2.38%Q4 2022Q3 20234
STERLING INVESTMENT ADVISORS LLC /ADV 441.18%1.25%1.29%Q3 2015Q2 20164
PayPay Securities Corp 440.03%0.07%0.15%Q4 2022Q3 20234
Capital One Investing, Inc. 442.30%2.44%2.79%Q4 2018Q3 20194
Better Money Decisions, LLC 310.00%0.02%0.03%Q1 2021Q2 20224
TILIA FIDUCIARY PARTNERS, INC. 440.01%0.01%0.02%Q4 2021Q3 20224
NorthRock Partners, LLC 310.02%0.18%0.50%Q3 2019Q1 20224
Claro Advisors LLC 210.03%0.12%0.21%Q4 2018Q3 20233
ORG Partners LLC 330.01%0.20%0.39%Q1 2023Q3 20233
Global Endowment Management, LP 210.08%0.13%0.23%Q1 2019Q4 20193
Liberty Mutual Group Asset Management Inc. 330.44%0.67%0.88%Q4 2017Q2 20183
Householder Group Estate & Retirement Specialist, LLC 110.00%0.01%0.01%Q3 2022Q3 20233
Waverly Advisors, LLC 210.01%0.02%0.02%Q3 2015Q1 20233
SOLARIS ASSET MANAGEMENT LLC 110.03%0.05%0.08%Q2 2015Q3 20163
Chinook Capital Management 330.39%0.45%0.51%Q2 2013Q4 20133
QUADRANT CAPITAL GROUP LLC 210.00%0.00%0.00%Q4 2020Q1 20223
Mayflower Financial Advisors, LLC 330.04%0.05%0.06%Q1 2023Q3 20233
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 330.17%0.18%0.18%Q1 2023Q3 20233
Crosspoint Capital Strategies, LLC 210.01%0.04%0.08%Q1 2014Q4 20153
Knollwood Investment Advisory, LLC 330.07%0.12%0.16%Q1 2023Q3 20233
Econ Financial Services Corp 330.38%0.49%0.64%Q4 2021Q2 20223
Intercontinental Wealth Advisors, LLC 210.06%0.26%0.37%Q2 2017Q1 20233
Strategic Income Management, LLC 331.68%1.69%1.71%Q4 2014Q2 20153
STATE OF MICHIGAN RETIREMENT SYSTEM 330.38%0.42%0.44%Q2 2021Q4 20213
J Arnold Wealth Management Co 330.00%0.00%0.00%Q4 2020Q2 20213
Aviance Capital Partners, LLC 210.09%0.14%0.22%Q1 2019Q2 20203
CIBC WORLD MARKETS CORP 330.37%0.88%1.15%Q1 2019Q3 20193
Mount Yale Investment Advisors, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Center For Asset Management LLC 210.84%1.05%1.24%Q4 2020Q3 20213
Triumph Capital Management 330.27%0.29%0.30%Q1 2022Q3 20223
BRAVE ASSET MANAGEMENT INC 210.12%0.13%0.14%Q4 2018Q3 20193
BRINKER CAPITAL INC 110.03%0.07%0.10%Q4 2015Q2 20203
Traynor Capital Management, Inc. 330.10%0.13%0.16%Q2 2019Q4 20193
Phoenix Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2014Q1 20163
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 331.49%1.53%1.56%Q1 2023Q3 20233
Knott David M Jr 330.00%0.00%0.00%Q4 2022Q2 20233
DARK FOREST CAPITAL MANAGEMENT LP 330.12%0.16%0.23%Q1 2023Q3 20233
Crumly & Associates Inc. 330.98%1.00%1.02%Q1 2023Q3 20233
Wealthstream Advisors, Inc. 330.13%0.16%0.20%Q1 2023Q3 20233
Valmark Advisers, Inc. 330.01%0.01%0.01%Q4 2020Q2 20213
ZRC WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Forward Management, LLC 330.01%0.02%0.02%Q2 2017Q4 20173
Cavalier Investments, LLC 210.28%0.52%0.70%Q4 2015Q3 20163
Cornerstone Planning Group LLC 210.12%0.12%0.13%Q4 2022Q3 20233
WP Advisors, LLC 210.06%0.08%0.09%Q2 2018Q1 20193
Alken Asset Management Ltd 330.18%0.31%0.45%Q2 2017Q4 20173
AMERICAN CENTURY COMPANIES INC 110.00%0.01%0.03%Q2 2020Q4 20213
Family Management Corp 210.00%0.01%0.01%Q2 2019Q2 20223
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q3 2014Q2 20163
INVICTUS PRIVATE WEALTH, LLC 330.03%0.04%0.04%Q1 2023Q3 20233
Itau USA Asset Management Inc. 331.25%1.94%3.30%Q2 2013Q4 20133
Rice Partnership, LLC 110.00%0.00%0.00%Q3 2019Q1 20233
Eisler Capital (UK) Ltd. 110.85%1.34%1.64%Q1 2021Q1 20223
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2020Q4 20223
TCG Advisors, LP 330.04%0.45%0.72%Q4 2018Q2 20193
Garden State Investment Advisory Services LLC 330.66%0.68%0.69%Q1 2023Q3 20233
Worth Financial Advisory Group, LLC 330.57%0.57%0.58%Q1 2023Q3 20233
Pensionmark Financial Group, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Smith & Howard Wealth Management, LLC 330.01%0.01%0.01%Q2 2013Q4 20133
SG3 Management, LLC 210.01%0.24%0.70%Q2 2020Q3 20223
FSB PREMIER WEALTH MANAGEMENT, INC. 210.05%0.14%0.26%Q4 2020Q4 20213
Trust Co 110.00%0.04%0.10%Q1 2015Q1 20213
Quantitative Advantage, LLC 331.95%2.56%2.90%Q1 2014Q3 20143
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.45%0.54%0.72%Q4 2021Q2 20223
Julex Capital Management, LLC 330.13%0.28%0.53%Q1 2019Q3 20193
Parker Investment Management, LLC 210.29%0.44%0.72%Q1 2019Q4 20203
Scarborough Advisors, LLC 330.80%1.29%1.80%Q1 2023Q3 20233
RMR Wealth Builders 330.29%0.56%0.82%Q4 2021Q2 20223
Cape Investment Advisory, Inc. 330.02%0.03%0.04%Q1 2023Q3 20233
FLPUTNAM INVESTMENT MANAGEMENT CO 330.01%0.01%0.02%Q3 2021Q1 20223
Vericrest Private Wealth 332.13%2.15%2.18%Q4 2021Q2 20223
PINNACLE ASSOCIATES LTD 210.01%0.01%0.01%Q2 2013Q1 20173
Fiduciary Alliance LLC 210.00%0.03%0.06%Q4 2022Q3 20233
M Holdings Securities, Inc. 330.05%0.28%0.48%Q1 2014Q3 20143
Intelligence Driven Advisers, LLC 330.15%0.27%0.35%Q4 2018Q2 20193
FIL Ltd 210.01%0.02%0.03%Q4 2021Q1 20233
SeaTown Holdings Pte. Ltd. 330.29%0.31%0.33%Q2 2020Q4 20203
Ahrens Investment Partners LLC 330.10%0.13%0.20%Q2 2017Q4 20173
ONE Advisory Partners, LLC 330.77%0.85%1.02%Q1 2023Q3 20233
Core Wealth Advisors, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
One Capital Management, LLC 210.02%0.07%0.09%Q3 2014Q2 20153
MARCUARD FAMILY OFFICE LTD 333.48%4.21%4.92%Q2 2013Q4 20133
FAS Wealth Partners, Inc. 210.00%0.00%0.00%Q1 2020Q1 20233
ROCKEFELLER FINANCIAL SERVICES INC 330.00%0.00%0.00%Q2 2013Q4 20133
Stonehage Fleming Financial Services Holdings Ltd 210.00%0.00%0.00%Q2 2020Q2 20213
Genesis Wealth Advisors, LLC 330.56%0.58%0.59%Q4 2014Q2 20153
JMAC ENTERPRISES LLC 330.54%0.56%0.58%Q1 2023Q3 20233
WealthTrust Fairport, LLC 210.00%0.00%0.00%Q2 2013Q3 20183
Marion Wealth Management 331.58%1.63%1.70%Q4 2021Q2 20223
MCIA Inc 331.45%2.03%2.49%Q4 2019Q2 20203
Financial Network Wealth Management LLC 330.11%0.12%0.13%Q3 2021Q1 20223
FNY Investment Advisers, LLC 220.00%0.07%0.18%Q3 2018Q4 20183
REGENTS OF THE UNIVERSITY OF CALIFORNIA 3336.36%44.04%55.60%Q3 2017Q1 20183
Sonora Investment Management, LLC 110.00%0.00%0.01%Q3 2015Q1 20193
Laffer Tengler Investments, Inc. 330.22%0.26%0.30%Q3 2021Q1 20223
Wealth Alliance 330.04%0.05%0.06%Q1 2023Q3 20233
Counsel Portfolio Services Inc. 210.04%0.25%0.65%Q2 2015Q2 20163
NEW ENGLAND ASSET MANAGEMENT INC 330.30%0.33%0.35%Q2 2013Q4 20133
Ten Capital Wealth Advisors, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Marcum Wealth, LLC 330.03%0.04%0.05%Q4 2021Q2 20223
Freedman Financial Associates, Inc. 330.00%0.00%0.00%Q4 2020Q2 20213
CHOREO, LLC 330.10%0.13%0.17%Q1 2023Q3 20233
STATE STREET CORP 110.00%0.00%0.01%Q4 2013Q4 20193
PICTET ASSET MANAGEMENT SA 210.02%0.05%0.07%Q3 2021Q2 20233
Truepoint, Inc. 330.03%0.03%0.04%Q4 2015Q2 20163
Insight Wealth Strategies, LLC 210.61%0.64%0.69%Q3 2021Q3 20233
SPINNAKER CAPITAL LTD 217.24%24.15%40.83%Q4 2019Q3 20213
Glass Jacobson Investment Advisors llc 210.08%0.12%0.18%Q4 2022Q3 20233
Ackerman Capital Advisors, LLC 330.55%0.75%1.13%Q1 2020Q3 20203
GW&K Investment Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
LMCG INVESTMENTS, LLC 330.03%0.03%0.03%Q1 2022Q3 20223
Yarbrough Capital, LLC 210.00%0.19%0.47%Q4 2021Q4 20223
Park Avenue Institutional Advisers LLC 3310.30%14.39%19.85%Q2 2017Q4 20173
PRINCIPAL FINANCIAL GROUP INC 210.00%0.00%0.00%Q3 2022Q3 20233
Bramshill Investments, LLC 330.02%0.03%0.04%Q2 2018Q4 20183
MRA Associates USA LLC 330.18%0.43%0.81%Q4 2018Q2 20193
GTS SECURITIES LLC 220.01%0.01%0.01%Q2 2023Q3 20233
Man Investments Ltd 330.18%0.62%0.94%Q4 2013Q2 20143
Tennessee Valley Asset Management Partners 331.20%1.64%2.50%Q1 2023Q3 20233
683 Capital Management, LLC 331.64%3.34%4.87%Q2 2020Q4 20203
Capula Management Ltd 220.11%0.13%0.18%Q1 2021Q2 20213
Golden State Equity Partners 110.20%0.25%0.29%Q4 2020Q2 20233
Keystone Wealth Services, LLC 330.13%0.21%0.37%Q1 2023Q3 20233
Benedetti & Gucer, Inc. 330.14%0.17%0.20%Q2 2021Q4 20213
ROBERTSON STEPHENS ADVISORS LLC 330.23%0.29%0.40%Q1 2017Q3 20173
MARINER INVESTMENT GROUP LLC 210.06%3.21%9.38%Q3 2015Q2 20173
LVW Advisors, LLC 210.11%0.22%0.35%Q4 2014Q1 20233
ENZI WEALTH 330.34%0.71%0.94%Q3 2022Q1 20233
Syverson Strege & Co 210.04%0.05%0.06%Q4 2020Q1 20233
Rock Creek Group, LP 332.91%3.26%3.65%Q2 2021Q4 20213
Canton Hathaway, LLC 330.01%0.01%0.01%Q3 2018Q1 20193
Independent Advisor Alliance 110.04%0.06%0.10%Q1 2018Q4 20193
FLAGSTAR ADVISORS INC 210.01%0.03%0.06%Q3 2021Q3 20223
THOMPSON DAVIS & CO., INC. 330.00%0.01%0.01%Q3 2014Q1 20153
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 330.29%0.31%0.33%Q4 2022Q2 20233
Beaird Harris Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Cardinal Strategic Wealth Guidance 330.35%0.55%0.94%Q1 2023Q3 20233
Quadrant Private Wealth Management, LLC 330.13%0.15%0.16%Q1 2023Q3 20233
Paragon Advisors, LLC 330.77%1.19%1.69%Q1 2023Q3 20233
HIGHLAND CAPITAL MANAGEMENT, LLC 330.06%0.06%0.06%Q2 2014Q4 20143
Stokes Family Office, LLC 330.20%0.21%0.23%Q1 2023Q3 20233
Privium Fund Management (UK) Ltd 210.19%1.90%3.58%Q4 2020Q1 20233
Transform Wealth, LLC 330.34%1.13%2.29%Q2 2019Q4 20193
Soros Fund Management 210.18%0.83%1.21%Q2 2017Q3 20183
Connectus Wealth, LLC 210.11%0.24%0.47%Q1 2022Q3 20233
Price Wealth, LLC 330.01%0.01%0.01%Q3 2019Q1 20203
CUTLER INVESTMENT COUNSEL LLC 210.03%0.04%0.04%Q4 2022Q3 20233
Upper Left Wealth Management, LLC 210.34%0.49%0.59%Q4 2021Q3 20223
Alaska Wealth Advisors 330.00%0.00%0.00%Q1 2023Q3 20233
NOTTINGHAM ADVISORS, INC. 330.10%2.06%3.13%Q2 2013Q4 20133
BRADY FAMILY WEALTH, LLC 330.08%0.08%0.09%Q4 2022Q2 20233
Portfolio Solutions, LLC 330.00%0.00%0.00%Q3 2017Q1 20183
Financial Engines Advisors L.L.C. 210.00%0.00%0.00%Q3 2018Q4 20213
Security Financial Services, INC. 330.20%0.22%0.23%Q1 2023Q3 20233
CARY STREET PARTNERS ASSET MANAGEMENT LLC 210.00%0.08%0.24%Q4 2021Q4 20223
Worth Asset Management, LLC 210.00%0.01%0.02%Q1 2022Q1 20233
Guidant Wealth Advisors 330.07%0.07%0.08%Q1 2019Q3 20193
Farmers National Bank 330.04%0.04%0.04%Q4 2017Q2 20183
Headlands Technologies LLC 210.01%0.23%0.35%Q4 2022Q3 20233
EVOKE WEALTH, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Hoxton Planning & Management, LLC 330.17%0.18%0.20%Q1 2023Q3 20233
IAG Wealth Partners, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
DeGreen Capital Management LLC 331.55%3.04%4.00%Q1 2016Q3 20163
Matisse Capital 330.77%0.80%0.83%Q1 2023Q3 20233
Advocacy Wealth Management Services, LLC 210.00%0.00%0.00%Q2 2016Q4 20213
Mariner Wealth Advisors-Madison, LLC 333.22%3.66%3.99%Q1 2013Q3 20133
Lebenthal Global Advisors, LLC 330.30%0.42%0.62%Q4 2020Q2 20213
Interchange Capital Partners, LLC 330.16%0.22%0.33%Q4 2020Q2 20213
Financial Gravity Companies, Inc. 210.03%0.05%0.08%Q4 2017Q4 20183
SteelBridge Private Wealth Advisors LLC 330.51%0.53%0.54%Q4 2016Q2 20173
BENJAMIN EDWARDS INC 210.31%0.79%1.45%Q1 2019Q4 20203
Source Financial Advisors LLC 220.16%0.17%0.18%Q1 2022Q2 20222
FURE FINANCIAL CORP 111.00%1.20%1.40%Q4 2019Q1 20212
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.02%0.02%0.03%Q4 2021Q3 20222
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q1 2021Q3 20212
Vigilant Capital Management, LLC 110.00%0.01%0.01%Q3 2016Q3 20222
MainStreet Investment Advisors LLC 220.04%0.93%1.83%Q2 2020Q3 20202
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Legacy Financial Advisors, Inc. 220.06%0.06%0.06%Q2 2018Q3 20182
Sagil Capital LLP 226.98%7.40%7.83%Q4 2022Q1 20232
GLAZER CAPITAL, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Lighthouse Financial Advisors, Inc. 110.00%0.03%0.06%Q4 2019Q1 20212
Legacy Private Trust Co. 110.02%0.04%0.07%Q2 2013Q2 20142
PagnatoKarp Partners LLC 220.08%1.78%3.48%Q4 2016Q1 20172
LGT Financial Advisors LLC 220.03%0.05%0.07%Q2 2023Q3 20232
1st Global Advisors, Inc. 220.52%0.55%0.57%Q2 2013Q3 20132
Kavar Capital Partners, LLC 220.01%0.01%0.01%Q4 2013Q1 20142
Independence Bank of Kentucky 220.00%0.00%0.00%Q2 2021Q3 20212
DIALECTIC CAPITAL MANAGEMENT, LP 110.55%0.97%1.40%Q1 2014Q4 20142
Jenkins Wealth 110.66%0.77%0.88%Q4 2021Q4 20222
Mendota Financial Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Centric Wealth Management 220.42%0.87%1.32%Q4 2021Q1 20222
FIRST FOUNDATION ADVISORS 110.17%0.17%0.17%Q4 2014Q4 20152
ProVise Management Group, LLC 220.08%0.08%0.08%Q2 2014Q3 20142
REGIMEN WEALTH, LLC 110.09%0.14%0.19%Q1 2023Q3 20232
VisionPoint Advisory Group, LLC 220.02%0.04%0.07%Q2 2023Q3 20232
Kingdom Financial Group LLC. 220.24%0.30%0.35%Q2 2023Q3 20232
MMA ASSET MANAGEMENT LLC 220.53%0.98%1.43%Q2 2023Q3 20232
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.01%0.01%Q2 2018Q3 20212
Parasol Investment Management, LLC 221.44%1.81%2.18%Q2 2016Q3 20162
SECURITY NATIONAL TRUST CO 220.01%0.01%0.01%Q3 2017Q4 20172
DUALITY ADVISERS, LP 221.14%1.17%1.20%Q2 2020Q3 20202
WINTON GROUP Ltd 220.06%0.10%0.14%Q3 2020Q4 20202
DAYMARK WEALTH PARTNERS, LLC 220.02%0.03%0.05%Q1 2023Q2 20232
Pinion Investment Advisors, LLC 220.26%0.26%0.27%Q2 2023Q3 20232
NORTH AMERICAN MANAGEMENT CORP 220.05%0.05%0.05%Q2 2013Q3 20132
WBI INVESTMENTS, LLC 110.03%0.24%0.46%Q3 2017Q1 20192
Andalusian Capital Partners, LP 221.75%1.93%2.11%Q3 2015Q4 20152
LAZARD ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Allie Family Office LLC 220.04%0.04%0.04%Q2 2023Q3 20232
AXS Investments LLC 110.55%0.65%0.74%Q3 2021Q2 20232
Oak Grove Capital LLC 220.03%0.03%0.03%Q1 2018Q2 20182
AMJ Financial Wealth Management 222.06%2.15%2.24%Q4 2020Q1 20212
Vigilare Wealth Management 220.42%0.42%0.42%Q1 2021Q2 20212
Holloway Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Relative Value Partners, LLC 110.02%0.03%0.04%Q2 2014Q4 20142
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2014Q3 20152
STEEL GROVE CAPITAL ADVISORS, LLC 220.14%0.19%0.25%Q2 2013Q3 20132
Riverview Trust Co 220.01%0.01%0.01%Q4 2020Q1 20212
Mattern Wealth Management LLC 220.48%0.91%1.33%Q4 2019Q1 20202
Independence Advisors, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Rooted Wealth Advisors, Inc. 221.88%1.98%2.08%Q2 2023Q3 20232
Voit & Company, LLC 220.38%0.40%0.41%Q1 2019Q2 20192
Acorn Advisory Capital L.P. 220.39%0.71%1.02%Q4 2017Q1 20182
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q2 2020Q4 20202
ADVISOR PARTNERS LLC 110.01%0.04%0.07%Q2 2021Q4 20212
Alpha Quant Advisors, LLC 220.16%0.16%0.16%Q4 2018Q1 20192
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q3 2013Q1 20202
EHP Funds Inc. 110.42%0.56%0.70%Q4 2022Q2 20232
Carlyle Group Inc. 220.04%0.05%0.05%Q4 2014Q1 20152
Hall Kathryn A. 220.29%0.32%0.35%Q1 2019Q2 20192
Eukles Asset Management 220.00%0.00%0.00%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.31%0.39%0.47%Q2 2023Q3 20232
Lansing Street Advisors 220.01%0.02%0.03%Q3 2022Q4 20222
Dynamic Technology Lab Private Ltd 220.02%0.03%0.03%Q3 2022Q4 20222
Stonebridge Financial Planning Group, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
SOROS CAPITAL MANAGEMENT LLC 221.84%1.94%2.05%Q4 2022Q1 20232
KLS Diversified Asset Management LP 1118.93%32.55%46.16%Q1 2021Q1 20212
FirstPurpose Wealth LLC 110.21%0.24%0.28%Q4 2022Q2 20232
Petix & Botte Co 110.06%0.08%0.10%Q1 2022Q3 20232
Laird Norton Wetherby Wealth Management, LLC 220.01%0.01%0.01%Q3 2017Q4 20172
MATRIX PRIVATE CAPITAL GROUP LLC 110.00%0.01%0.01%Q4 2019Q2 20222
Affinity Capital Advisors, LLC 220.06%0.17%0.27%Q2 2023Q3 20232
MCDONALD PARTNERS LLC 110.03%0.09%0.14%Q4 2020Q4 20212
Ferguson Shapiro LLC 111.16%1.81%2.45%Q4 2019Q4 20202
MBM Wealth Consultants, LLC 110.00%1.05%2.10%Q4 2018Q1 20232
CFS Investment Advisory Services, LLC 110.00%0.27%0.54%Q1 2022Q2 20232
TFO Wealth Partners, LLC 110.00%0.01%0.02%Q4 2019Q3 20202
Northwest Capital Management Inc 220.01%0.02%0.02%Q2 2023Q3 20232
Holistic Financial Partners 220.08%0.10%0.12%Q4 2017Q1 20182
High Net Worth Advisory Group LLC 110.00%0.00%0.01%Q4 2021Q3 20222
iA Global Asset Management Inc. 220.31%0.44%0.56%Q2 2023Q3 20232
True Link Financial Advisors, LLC 220.00%0.02%0.04%Q4 2020Q1 20212
Horan Capital Advisors, LLC. 220.00%0.00%0.00%Q3 2019Q4 20192
Holland Advisory Services, Inc. 221.82%1.85%1.88%Q4 2021Q1 20222
Financial Futures Ltd Liability Co. 223.55%3.65%3.75%Q4 2021Q1 20222
Koss-Olinger Consulting, LLC 220.05%0.13%0.22%Q3 2022Q4 20222
All Season Financial Advisors, Inc. 111.36%2.96%4.55%Q2 2021Q4 20222
Planned Solutions, Inc. 220.02%0.04%0.05%Q3 2020Q4 20202
Sage Mountain Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Migdal Insurance & Financial Holdings Ltd. 220.00%0.00%0.00%Q3 2017Q4 20172
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2018Q4 20202
QUEST CAPITAL MANAGEMENT INC /ADV 220.05%0.05%0.06%Q3 2021Q4 20212
PEAK FINANCIAL ADVISORS LLC 110.26%3.25%6.24%Q4 2020Q1 20222
SUMMIT FINANCIAL GROUP, INC. 220.16%0.17%0.17%Q4 2017Q1 20182
Maltin Wealth Management, Inc. 220.89%0.99%1.09%Q1 2022Q2 20222
CABANA LLC 110.02%0.02%0.02%Q4 2019Q2 20202
Astoria Strategic Wealth, Inc. 220.22%0.23%0.24%Q4 2021Q1 20222
STABLEFORD CAPITAL II LLC 220.51%0.53%0.55%Q4 2021Q1 20222
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 220.04%0.07%0.09%Q2 2023Q3 20232
Alaska Permanent Capital Management 220.01%0.01%0.01%Q2 2023Q3 20232
Bray Capital Advisors 220.03%0.04%0.04%Q2 2015Q3 20152
TFC Financial Management, Inc. 110.00%0.00%0.00%Q4 2020Q3 20212
VIVID FINANCIAL MANAGEMENT, INC. 220.59%0.60%0.62%Q4 2019Q1 20202
SWS Partners 220.08%0.09%0.10%Q4 2017Q1 20182
PROFFITT & GOODSON INC 220.17%0.17%0.17%Q1 2022Q2 20222
FORTE ASSET MANAGEMENT LLC 220.38%0.42%0.45%Q2 2022Q3 20222
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.01%0.02%0.02%Q1 2022Q3 20222
ASB Consultores, LLC 220.10%0.14%0.18%Q1 2023Q2 20232
Alliance Wealth Advisors, LLC /UT 111.57%1.70%1.82%Q4 2022Q2 20232
Banco BTG Pactual S.A. 220.54%8.87%17.21%Q3 2021Q4 20212
Belvedere Advisors LLC 220.25%1.72%3.20%Q1 2019Q2 20192
Thiel Macro LLC 221.49%2.66%3.83%Q2 2019Q3 20192
Symmetry Investments LP 110.17%0.30%0.43%Q4 2021Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.03%0.04%0.04%Q2 2013Q3 20132
KOKUSAI Asset Management Co., Ltd. 2216.01%20.79%25.56%Q1 2015Q2 20152
Cresset Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
DRW Securities, LLC 220.01%0.03%0.05%Q3 2013Q4 20132
Harborview Advisors, LLC 220.13%0.14%0.14%Q2 2021Q3 20212
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q4 2014Q3 20182
Optas, LLC 220.18%0.19%0.20%Q4 2019Q1 20202
Glenview Trust Co 220.01%0.01%0.01%Q4 2022Q1 20232
TPB WEALTH ADVISORS 220.54%0.72%0.90%Q4 2022Q1 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Euclid Advisors LLC 220.41%0.42%0.43%Q1 2016Q2 20162
Herold Advisors, Inc. 110.00%0.00%0.01%Q3 2021Q1 20222
Idaho Trust Bank 223.88%3.92%3.97%Q2 2023Q3 20232
INTEGRATED WEALTH COUNSEL, LLC 220.03%0.03%0.03%Q3 2016Q4 20162
MANAGED ACCOUNT SERVICES INC 110.05%0.05%0.06%Q4 2020Q2 20212
Community Bank, N.A. 110.00%0.00%0.01%Q3 2016Q1 20192
Foresight Wealth Management, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Cordant, Inc. 110.00%0.00%0.00%Q4 2022Q3 20232
Onyx Bridge Wealth Group LLC 220.12%0.13%0.13%Q1 2021Q2 20212
GRAYBILL WEALTH MANAGEMENT, LTD. 222.53%2.66%2.80%Q2 2013Q3 20132
Corbenic Partners LLC 220.00%0.00%0.00%Q3 2013Q4 20132
Cedar Brook Financial Partners, LLC 220.06%0.06%0.07%Q2 2021Q3 20212
Fortis Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
CNB Bank 110.00%0.00%0.00%Q4 2020Q1 20232
Plan Group Financial, LLC 221.17%2.78%4.40%Q2 2023Q3 20232
CATALYST FINANCIAL PARTNERS LLC 110.11%0.15%0.20%Q4 2022Q2 20232
Essex Savings Bank 220.01%0.01%0.01%Q4 2018Q1 20192
TFB Advisors LLC 111.00%1.33%1.65%Q4 2022Q2 20232
Axim Planning & Wealth 220.00%0.00%0.00%Q2 2022Q3 20222
Spotlight Asset Group, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Gateway Wealth Partners, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
BOOTHBAY FUND MANAGEMENT, LLC 110.02%0.06%0.10%Q2 2016Q2 20232
ST GERMAIN D J CO INC 220.00%0.00%0.00%Q3 2023Q4 20232
SouthState Corp 220.01%0.01%0.01%Q4 2021Q1 20222
BMS Financial Advisors, LLC 220.14%0.24%0.34%Q1 2023Q2 20232
Ipswich Investment Management Co., Inc. 110.00%0.00%0.00%Q1 2016Q4 20182
Genus Capital Management Inc. 220.50%0.64%0.78%Q2 2023Q3 20232
Price Capital Management, Inc. 112.18%5.12%8.06%Q4 2018Q3 20212
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q1 20212
Miracle Mile Advisors, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
University of Southern California 221.71%2.15%2.59%Q4 2012Q1 20132
Colonial Trust Co / SC 220.01%0.03%0.06%Q4 2022Q1 20232
Certus Wealth Management, LLC 220.38%0.40%0.41%Q2 2023Q3 20232
Fore Research & Management, LP 220.00%0.00%0.01%Q4 2014Q1 20152
Logan Stone Capital, LLC 220.15%0.32%0.49%Q2 2023Q3 20232
Blenheim Capital Management, L.L.C. 220.51%0.64%0.76%Q1 2014Q2 20142
Schonfeld Strategic Advisors LLC 220.09%0.10%0.12%Q1 2023Q2 20232
Human Investing LLC 220.00%0.00%0.00%Q4 2019Q1 20202
AVALON CAPITAL MANAGEMENT 110.42%0.46%0.50%Q3 2013Q1 20152
Keebeck Wealth Management, LLC 110.05%0.05%0.06%Q2 2022Q1 20232
Crow Point Partners, LLC 220.04%0.04%0.05%Q1 2017Q2 20172
Parametrica Management Ltd 228.85%14.12%19.39%Q2 2017Q3 20172
GUIDANCE CAPITAL, INC 220.66%0.66%0.66%Q2 2023Q3 20232
Holowesko Partners Ltd. 111.04%2.77%4.49%Q4 2017Q3 20192
CX Institutional 110.00%0.00%0.00%Q3 2018Q2 20192
Nan Shan Life Insurance Co., Ltd. 220.10%0.22%0.35%Q3 2018Q4 20182
HC Financial Advisors, Inc. 220.19%0.20%0.21%Q2 2018Q3 20182
VISTA INVESTMENT MANAGEMENT 110.18%0.20%0.22%Q1 2018Q3 20182
Muzinich & Co., Inc. 110.02%0.96%1.91%Q1 2019Q1 20202
Avestar Capital, LLC 220.18%0.28%0.39%Q4 2017Q1 20182
F3Logic, LLC 220.17%0.18%0.19%Q1 2018Q2 20182
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.05%0.09%Q3 2018Q3 20192
Harbour Capital Advisors, LLC 110.04%0.22%0.40%Q1 2013Q1 20172
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q1 2019Q4 20212
Physician Wealth Advisors, Inc. 220.09%0.11%0.12%Q4 2019Q1 20202
WCG Wealth Advisors LLC 220.08%0.10%0.12%Q2 2023Q3 20232
Timber Hill LLC 110.00%0.01%0.02%Q3 2013Q4 20172
ROPES WEALTH ADVISORS LLC 110.01%0.02%0.03%Q2 2018Q4 20202
Barrett Asset Management, LLC 110.00%0.00%0.01%Q3 2014Q3 20212
Scissortail Wealth Management, LLC 110.23%0.23%0.23%Q4 2021Q2 20222
ERTS Wealth Advisors, LLC 220.06%0.10%0.14%Q4 2018Q1 20192
TECTONIC ADVISORS LLC 110.02%0.03%0.05%Q4 2020Q3 20212
Baron Financial Group, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Bell Bank 220.14%0.15%0.16%Q2 2013Q3 20132
NAYA CAPITAL MANAGEMENT UK LTD 111.83%7.43%13.04%Q4 2015Q4 20212
Joel Isaacson & Co., LLC 110.00%0.00%0.01%Q4 2012Q3 20152
Fortitude Advisory Group L.L.C. 220.01%0.02%0.03%Q4 2021Q1 20222
COWEN AND COMPANY, LLC 110.02%0.04%0.06%Q3 2022Q3 20232
Kernodle & Katon Asset Management Group, LLC 220.02%0.02%0.02%Q4 2015Q1 20162
Kathleen S. Wright Associates Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
Fiduciary Planning LLC 111.87%1.87%1.87%Q4 2019Q4 20191
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q3 2023Q3 20231
Copperwynd Financial, LLC 112.04%2.04%2.04%Q1 2019Q1 20191
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 110.01%0.01%0.01%Q4 2018Q4 20181
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Grove Bank & Trust 110.01%0.01%0.01%Q4 2016Q4 20161
OLD SECOND NATIONAL BANK OF AURORA 110.00%0.00%0.00%Q1 2021Q1 20211
KICKSTAND VENTURES, LLC. 110.18%0.18%0.18%Q3 2023Q3 20231
Heartland Bank & Trust Co 111.06%1.06%1.06%Q4 2021Q4 20211
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
Haverford Trust Co 110.01%0.01%0.01%Q4 2015Q4 20151
Alpine Global Management, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Signature Financial Management, Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
Gleason Group, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Capital Advisors, Ltd. LLC 110.28%0.28%0.28%Q3 2018Q3 20181
Gould Capital, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Edgestream Partners, L.P. 110.32%0.32%0.32%Q2 2023Q2 20231
PIERSHALE FINANCIAL GROUP, INC. 110.01%0.01%0.01%Q4 2015Q4 20151
CNO Financial Group, Inc. 115.05%5.05%5.05%Q3 2017Q3 20171
Ballentine Partners, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
PROVENCE WEALTH MANAGEMENT GROUP 110.10%0.10%0.10%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Financial Strategies Group, Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q3 2020Q3 20201
Watson Rebecca 110.07%0.07%0.07%Q2 2020Q2 20201
ARQ WEALTH ADVISORS, LLC 110.36%0.36%0.36%Q2 2023Q2 20231
Meristem Family Wealth, LLC 110.14%0.14%0.14%Q2 2021Q2 20211
Parian Global Management LP 114.10%4.10%4.10%Q2 2020Q2 20201
Retirement Planning Co of New England, Inc. 110.11%0.11%0.11%Q4 2021Q4 20211
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
SEAVIEW INVESTMENT MANAGERS LLC 110.21%0.21%0.21%Q3 2023Q3 20231
ClearBridge Investments 110.00%0.00%0.00%Q3 2017Q3 20171
Windsor Advisory Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
America First Investment Advisors, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Live Oak Investment Partners 110.00%0.00%0.00%Q4 2022Q4 20221
ABLE Financial Group, LLC 110.63%0.63%0.63%Q1 2023Q1 20231
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BANYAN CAPITAL MANAGEMENT, INC. 112.00%2.00%2.00%Q4 2018Q4 20181
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
LANSDOWNE PARTNERS (UK) LLP 111.92%1.92%1.92%Q2 2020Q2 20201
Edmond de Rothschild (Europe) 110.09%0.09%0.09%Q2 2016Q2 20161
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
SFMG, LLC 110.77%0.77%0.77%Q4 2022Q4 20221
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 110.05%0.05%0.05%Q3 2022Q3 20221
Verity Asset Management, Inc. 110.56%0.56%0.56%Q3 2017Q3 20171
NEXT Financial Holdings 110.08%0.08%0.08%Q1 2019Q1 20191
Morton Brown Family Wealth, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Renasant Bank 110.32%0.32%0.32%Q4 2020Q4 20201
GENWORTH FINANCIAL INC 111.12%1.12%1.12%Q2 2013Q2 20131
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
BlueCrest Capital Management LLP 110.01%0.01%0.01%Q2 2014Q2 20141
Brouwer & Janachowski, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
RiverGlades Family Offices LLC 111.08%1.08%1.08%Q4 2018Q4 20181
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q3 2022Q3 20221
Johnson Midwest Financial, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Ground Swell Capital, LLC 110.39%0.39%0.39%Q3 2023Q3 20231
CoreFirst Bank & Trust 110.01%0.01%0.01%Q1 2023Q1 20231
COWA, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
CSM Advisors, LLC 111.79%1.79%1.79%Q2 2023Q2 20231
First Bank & Trust 110.00%0.00%0.00%Q4 2019Q4 20191
North Ridge Wealth Advisors, Inc. 110.19%0.19%0.19%Q2 2023Q2 20231
Capital Wealth Planning, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
Addison Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NexWave Capital Partners LLC 115.03%5.03%5.03%Q4 2019Q4 20191
Athanor Capital, LP 112.89%2.89%2.89%Q2 2020Q2 20201
Stratford Consulting, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
GARNET EQUITY CAPITAL HOLDINGS, INC. 110.05%0.05%0.05%Q2 2022Q2 20221
Financial Advantage, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Wright Fund Management, LLC 111.99%1.99%1.99%Q2 2023Q2 20231
Ranch Capital Advisors Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
AEGON USA Investment Management, LLC 110.40%0.40%0.40%Q2 2013Q2 20131
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.03%0.03%0.03%Q2 2022Q2 20221
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
RTD Financial Advisors, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 110.33%0.33%0.33%Q2 2013Q2 20131
DRIEHAUS CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Clear Perspectives Financial Planning, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Reby Advisors, LLC 110.40%0.40%0.40%Q4 2020Q4 20201
QFR Capital Management, L.P. 111.40%1.40%1.40%Q2 2014Q2 20141
RUSHMORE INVESTMENT ADVISORS, INC. 110.09%0.09%0.09%Q2 2013Q2 20131
Legacy Financial Group LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Bayesian Capital Management, LP 110.09%0.09%0.09%Q4 2019Q4 20191
Lloyd Advisory Services, LLC. 110.01%0.01%0.01%Q2 2020Q2 20201
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Midwest Heritage Bank, FSB 110.23%0.23%0.23%Q4 2021Q4 20211
AMG National Trust Bank 110.01%0.01%0.01%Q2 2020Q2 20201
Parcion Private Wealth LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Icon Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
BT Wealth Management LLC 110.16%0.16%0.16%Q4 2018Q4 20181
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Aaron Wealth Advisors LLC 110.16%0.16%0.16%Q4 2020Q4 20201
W.H. Cornerstone Investments Inc. 110.27%0.27%0.27%Q1 2023Q1 20231
SITTNER & NELSON, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q2 2021Q2 20211
OmniStar Financial Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
TRANSCEND CAPITAL ADVISORS, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Capital Bank & Trust Co 110.00%0.00%0.00%Q3 2019Q3 20191
SYON CAPITAL LLC 113.94%3.94%3.94%Q3 2023Q3 20231
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q4 2019Q4 20191
Goelzer Investment Management, Inc. 110.02%0.02%0.02%Q2 2022Q2 20221
AlphaCore Capital LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CLEARY GULL INC. 110.06%0.06%0.06%Q1 2015Q1 20151
Aries Wealth Management 113.08%3.08%3.08%Q1 2022Q1 20221
PNC Managed Account Solutions, Inc. 110.07%0.07%0.07%Q2 2021Q2 20211
Ignite Planners, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
SYKON CAPITAL LLC 111.71%1.71%1.71%Q3 2023Q3 20231
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Farmers & Merchants Trust Co of Chambersburg PA 110.02%0.02%0.02%Q3 2023Q3 20231
Washington Trust Advisors, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
SHELTON CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
Empower Advisory Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
San Luis Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Stevens First Principles Investment Advisors 110.00%0.00%0.00%Q2 2017Q2 20171
Delphi Private Advisors LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Align Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Warlander Asset Management, LP 1142.82%42.82%42.82%Q2 2018Q2 20181
KWMG, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Portside Wealth Group, LLC 110.37%0.37%0.37%Q2 2023Q2 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.16%0.16%0.16%Q3 2023Q3 20231
Shay Capital LLC 110.14%0.14%0.14%Q3 2021Q3 20211
Richard Bernstein Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Keystone Financial Group 110.13%0.13%0.13%Q4 2017Q4 20171
Secure Asset Management, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
FIRST AMERICAN TRUST, FSB 110.06%0.06%0.06%Q4 2018Q4 20181
Paulson Wealth Management Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cassady Schiller Wealth Management, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Vident Investment Advisory, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
COMMUNITY TRUST & INVESTMENT CO 110.02%0.02%0.02%Q2 2018Q2 20181
Resonant Capital Advisors, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
HOWARD WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Duquesne Family Office 111.76%1.76%1.76%Q3 2013Q3 20131
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q2 2023Q2 20231
Independence Trust CO 110.18%0.18%0.18%Q4 2014Q4 20141
Hightower 6M Holding, LLC 110.63%0.63%0.63%Q1 2022Q1 20221
FIRST NATIONAL CORP /MA/ /ADV 110.04%0.04%0.04%Q1 2019Q1 20191
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
Oxler Private Wealth LLC 110.05%0.05%0.05%Q3 2022Q3 20221
EXELON CORP 1110.46%10.46%10.46%Q4 2021Q4 20211
Cypress Capital Management LLC (WY) 110.00%0.00%0.00%Q3 2021Q3 20211
PRICE T ROWE ASSOCIATES INC /MD/ 110.00%0.00%0.00%Q2 2022Q2 20221
Kabarec Financial Advisors, Ltd. 110.04%0.04%0.04%Q2 2018Q2 20181
Institute for Wealth Management, LLC. 110.02%0.02%0.02%Q4 2019Q4 20191
Evensky & Katz LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.00%0.00%0.00%Q3 2020Q3 20201
Lyxor Asset Management Inc. 1175.49%75.49%75.49%Q4 2018Q4 20181
LANDAAS & CO /WI /ADV 110.00%0.00%0.00%Q4 2017Q4 20171
NORTHCAPE WEALTH MANAGEMENT, LLC 111.47%1.47%1.47%Q4 2021Q4 20211
QCM Cayman, Ltd. 111.02%1.02%1.02%Q3 2021Q3 20211
Legacy Financial Strategies, LLC 111.98%1.98%1.98%Q4 2017Q4 20171
LEO BROKERAGE, LLC 110.14%0.14%0.14%Q3 2020Q3 20201
SOA Wealth Advisors, LLC. 110.00%0.00%0.00%Q1 2021Q1 20211
QUANTRES ASSET MANAGEMENT Ltd 110.85%0.85%0.85%Q1 2016Q1 20161
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Investment Research & Advisory Group, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Legend Financial Advisors, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
Paloma Partners Management Co 110.01%0.01%0.01%Q2 2018Q2 20181
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
GAM Holding AG 110.08%0.08%0.08%Q1 2017Q1 20171
Cougar Global Investments Ltd 110.88%0.88%0.88%Q4 2018Q4 20181
LS Investment Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Autonomy Capital (Jersey) L.P. 114.28%4.28%4.28%Q1 2019Q1 20191
ICONIQ Capital, LLC 110.17%0.17%0.17%Q3 2013Q3 20131
SIGNET MANAGEMENT USA, LLC 110.06%0.06%0.06%Q4 2013Q4 20131
Oder Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Towerpoint Wealth, LLC 110.11%0.11%0.11%Q3 2019Q3 20191
EFG CAPITAL INTERNATIONAL CORP. 110.14%0.14%0.14%Q2 2023Q2 20231
Clark Capital Management Group, Inc. 110.26%0.26%0.26%Q4 2013Q4 20131
3D ASSET MANAGEMENT, INC 110.06%0.06%0.06%Q2 2020Q2 20201
CARDIFF PARK ADVISORS, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Visium Asset Management, LP 110.01%0.01%0.01%Q2 2013Q2 20131
Spectrum Financial Alliance Ltd LLC 110.01%0.01%0.01%Q1 2018Q1 20181
K2 PRINCIPAL FUND, L.P. 110.64%0.64%0.64%Q1 2021Q1 20211
Stamos Capital Partners, L.P. 110.93%0.93%0.93%Q4 2021Q4 20211
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Winch Advisory Services, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
AWM CAPITAL, LLC 110.12%0.12%0.12%Q1 2023Q1 20231
Princeton Alpha Management LP 110.06%0.06%0.06%Q1 2014Q1 20141
EMERSON INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Affiance Financial, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Chandler Asset Management, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Bienville Capital Management, LLC 110.25%0.25%0.25%Q3 2016Q3 20161
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q1 2019Q1 20191
Concorde Financial Corp 110.01%0.01%0.01%Q4 2021Q4 20211
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Berry Street Capital Management LLP 111.38%1.38%1.38%Q1 2022Q1 20221
CABOT WEALTH MANAGEMENT INC 110.93%0.93%0.93%Q2 2017Q2 20171
Urban Wealth Management, LLC 111.27%1.27%1.27%Q4 2020Q4 20201
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Kozak & Associates, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
LVZ, Inc. 116.24%6.24%6.24%Q4 2014Q4 20141
Provident Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Capital Directions Investment Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
SOCIETE GENERALE 110.03%0.03%0.03%Q2 2016Q2 20161
New England Professional Planning Group Inc. 110.12%0.12%0.12%Q1 2021Q1 20211
Vanguard Personalized Indexing Management, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
Glen Point Capital LLP 112.91%2.91%2.91%Q2 2020Q2 20201
SILVER OAK SECURITIES, INCORPORATED 110.07%0.07%0.07%Q1 2023Q1 20231
Successful Portfolios LLC 110.29%0.29%0.29%Q1 2023Q1 20231
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2023Q1 20231
JOURNEY STRATEGIC WEALTH LLC 110.03%0.03%0.03%Q4 2021Q4 20211
GRIES FINANCIAL LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Ceros Financial Services Inc. 110.04%0.04%0.04%Q1 2019Q1 20191
True Wealth Design, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Alaska Permanent Fund Corp 114.81%4.81%4.81%Q2 2022Q2 20221
Annex Advisory Services, LLC 110.15%0.15%0.15%Q2 2013Q2 20131
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q4 2021Q4 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Carter Financial Group, INC. 110.39%0.39%0.39%Q1 2022Q1 20221
Vivaldi Capital Management LP 110.11%0.11%0.11%Q4 2018Q4 20181
KAYS FINANCIAL ADVISORY CORP /ADV 110.83%0.83%0.83%Q4 2018Q4 20181
Game Creek Capital, LP 115.31%5.31%5.31%Q4 2017Q4 20171
STEVENS CAPITAL MANAGEMENT LP 111.47%1.47%1.47%Q2 2023Q2 20231
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 110.09%0.09%0.09%Q2 2013Q2 20131
Edge Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
SkyView Investment Advisors, LLC 110.54%0.54%0.54%Q3 2021Q3 20211
Gemmer Asset Management LLC 110.01%0.01%0.01%Q1 2019Q1 20191
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Bernardo Wealth Planning LLC 110.13%0.13%0.13%Q4 2019Q4 20191
Sterling Investment Counsel, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Sowa Financial Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
BARING ASSET MANAGEMENT Ltd 110.08%0.08%0.08%Q3 2017Q3 20171
Osbon Capital Management LLC 111.91%1.91%1.91%Q2 2019Q2 20191
Cambria Investment Management, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
ALTFEST L J & CO INC 110.11%0.11%0.11%Q4 2021Q4 20211
Buttonwood Financial Group, LLC 111.13%1.13%1.13%Q1 2023Q1 20231
Evercore Wealth Management, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
VANGUARD GROUP INC 110.00%0.00%0.00%Q4 2018Q4 20181
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q2 2016Q2 20161
WESPAC Advisors SoCal, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Clarkston Capital Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Truadvice, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Pinkerton Retirement Specialists, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Veritable, L.P. 110.00%0.00%0.00%Q4 2013Q4 20131
TCG Advisory Services, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
RE Dickinson Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
VALENTINE VENTURES LLC 110.51%0.51%0.51%Q4 2018Q4 20181
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
FIRST INTERSTATE BANCSYSTEM INC 113.24%3.24%3.24%Q1 2021Q1 20211
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.26%0.26%0.26%Q3 2014Q3 20141
Astoria Portfolio Advisors LLC. 110.24%0.24%0.24%Q4 2021Q4 20211
Axiom Investment Management LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Eastover Investment Advisors LLC 110.11%0.11%0.11%Q1 2022Q1 20221
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
RUSSELL FRANK CO/ 110.23%0.23%0.23%Q2 2013Q2 20131
GODSEY & GIBB, INC 110.00%0.00%0.00%Q1 2022Q1 20221
Nicholas Hoffman & Company, LLC. 110.11%0.11%0.11%Q4 2016Q4 20161
State of Tennessee, Treasury Department 110.00%0.00%0.00%Q4 2018Q4 20181
Three Bridge Wealth Advisors, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Argent Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
PANORAMIC INVESTMENT ADVISORS, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Assured Investment Management LLC 110.12%0.12%0.12%Q4 2018Q4 20181
DAVIDSON INVESTMENT ADVISORS 110.00%0.00%0.00%Q4 2016Q4 20161
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD 1115.31%15.31%15.31%Q4 2012Q4 20121
Centerpoint Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Indiana Trust & Investment Management CO 110.00%0.00%0.00%Q3 2023Q3 20231
Apriem Advisors 110.01%0.01%0.01%Q3 2016Q3 20161
Ironwood Investment Counsel, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
Trilogy Capital Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Jane Street Holding, LLC 110.71%0.71%0.71%Q3 2013Q3 20131
BLUEFIN CAPITAL MANAGEMENT, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
FARALLON CAPITAL MANAGEMENT LLC 112.22%2.22%2.22%Q3 2020Q3 20201
SJS Investment Consulting Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Objective Capital Management, LLC 110.19%0.19%0.19%Q4 2021Q4 20211
ABNER HERRMAN & BROCK LLC 110.10%0.10%0.10%Q3 2023Q3 20231
CALDWELL SUTTER CAPITAL, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Procyon Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
WESTPORT RESOURCES MANAGEMENT INC 110.03%0.03%0.03%Q2 2013Q2 20131
DeepCurrents Investment Group LLC 110.66%0.66%0.66%Q4 2022Q4 20221
American Trust 110.02%0.02%0.02%Q3 2022Q3 20221
Orgel Wealth Management, LLC 111.62%1.62%1.62%Q4 2015Q4 20151
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Western Asset Management Company, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Derbend Asset Management 110.14%0.14%0.14%Q3 2023Q3 20231
Lion Street Advisors, LLC 110.17%0.17%0.17%Q1 2020Q1 20201
Americana Partners, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Hartree Partners, LP 110.67%0.67%0.67%Q4 2019Q4 20191
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q4 2022Q4 20221
BEAM WEALTH ADVISORS, INC. 110.29%0.29%0.29%Q4 2019Q4 20191
Beck Bode, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Evolution Advisers, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
ZACKS INVESTMENT MANAGEMENT 110.03%0.03%0.03%Q4 2014Q4 20141
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Capital Investment Counsel, Inc 110.00%0.00%0.00%Q1 2021Q1 20211
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Jordan Park Group LLC 112.28%2.28%2.28%Q3 2021Q3 20211
StoneX Group Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
MV CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2016Q4 20161
MBE Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Delos Wealth Advisors, LLC 110.20%0.20%0.20%Q2 2021Q2 20211
Alpha Cubed Investments, LLC 110.06%0.06%0.06%Q3 2018Q3 20181
NSI Retail Advisors, LLC 113.98%3.98%3.98%Q2 2023Q2 20231
Family Capital Trust Co 110.02%0.02%0.02%Q2 2013Q2 20131
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Beacon Financial Advisory LLC 110.19%0.19%0.19%Q4 2019Q4 20191
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
PBMares Wealth Management LLC 110.32%0.32%0.32%Q4 2019Q4 20191
Tactical Allocation Group LLC 112.51%2.51%2.51%Q2 2013Q2 20131
BRYN MAWR TRUST Co 110.02%0.02%0.02%Q2 2023Q2 20231
Gallagher Fiduciary Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Aristides Capital LLC 110.33%0.33%0.33%Q1 2020Q1 20201
NORTHWEST WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Lake Hills Wealth Management, LLC 112.44%2.44%2.44%Q4 2021Q4 20211
Kore Private Wealth LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Envestnet Portfolio Solutions, Inc. 110.15%0.15%0.15%Q3 2023Q3 20231
Passport Capital, LLC 110.05%0.05%0.05%Q3 2013Q3 20131
Stearns Financial Services Group 110.00%0.00%0.00%Q2 2019Q2 20191
Pictet Asset Management Holding SA 110.07%0.07%0.07%Q3 2023Q3 20231
Curbstone Financial Management Corp 110.21%0.21%0.21%Q1 2014Q1 20141
Capital Wealth Alliance, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
BROWN WEALTH MANAGEMENT, LLC 110.17%0.17%0.17%Q2 2023Q2 20231
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FIRST HORIZON CORP 110.01%0.01%0.01%Q3 2020Q3 20201
Delek Group, Ltd. 110.00%0.00%0.00%Q4 2017Q4 20171
Pinnacle Wealth Advisors 110.03%0.03%0.03%Q2 2021Q2 20211
Algebris (UK) Ltd 118.79%8.79%8.79%Q1 2021Q1 20211
Jabre Capital Partners S.A. 111.27%1.27%1.27%Q2 2017Q2 20171
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ALLSTATE CORP 110.08%0.08%0.08%Q1 2022Q1 20221
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
HT Partners LLC 110.24%0.24%0.24%Q2 2015Q2 20151
External links

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