ISHARES INC shareholder history

Current and past ISHARES INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 28280.00%0.01%0.04%Q4 2016Q3 202380
Citadel Advisors 28280.00%0.01%0.03%Q4 2016Q3 202375
Cutler Group LLC / CA 28280.00%0.02%0.57%Q4 2016Q3 202374
Walleye Trading LLC 1520.00%0.01%0.06%Q4 2016Q3 202369
CITIGROUP INC 28280.00%0.03%0.20%Q4 2016Q3 202369
JANE STREET GROUP, LLC 28280.00%0.04%0.18%Q4 2016Q3 202367
Parallax Volatility Advisers, L.P. 2520.00%0.05%0.27%Q4 2016Q3 202367
BARCLAYS PLC 28280.00%0.02%0.26%Q4 2016Q3 202364
GOLDMAN SACHS GROUP INC 28280.00%0.04%0.14%Q4 2016Q3 202364
UBS Group AG 28280.00%0.04%0.23%Q4 2016Q3 202360
ROYAL BANK OF CANADA 28280.00%0.02%0.09%Q4 2016Q3 202354
WOLVERINE TRADING, LLC 910.00%0.02%0.09%Q4 2016Q3 202353
CREDIT SUISSE AG/ 28280.00%0.02%0.13%Q4 2016Q3 202351
HSBC HOLDINGS PLC 28280.00%0.02%0.07%Q4 2016Q3 202349
BNP PARIBAS FINANCIAL MARKETS 27270.00%0.07%0.41%Q1 2017Q3 202349
BANK OF AMERICA CORP /DE/ 28280.00%0.04%0.18%Q4 2016Q3 202346
Twin Tree Management, LP 2050.00%0.12%1.54%Q4 2016Q2 202341
WELLS FARGO & COMPANY/MN 28280.00%0.03%0.07%Q4 2016Q3 202336
BANK OF MONTREAL /CAN/ 2520.00%0.01%0.03%Q4 2016Q3 202334
Creative Planning 28280.00%0.00%0.01%Q4 2016Q3 202332
Intercontinental Wealth Advisors, LLC 31310.76%1.33%3.14%Q4 2015Q2 202331
BlackRock Inc. 28280.00%0.03%0.07%Q4 2016Q3 202331
CAPITAL FUND MANAGEMENT S.A. 610.00%0.02%0.07%Q4 2016Q1 202331
HAP Trading, LLC 1610.00%0.10%1.35%Q4 2016Q2 202330
MASSMUTUAL TRUST CO FSB/ADV 29290.04%0.16%0.34%Q4 2016Q4 202329
HighTower Advisors, LLC 28280.00%0.05%0.13%Q4 2016Q3 202329
FRANKLIN RESOURCES INC 14130.00%0.03%0.10%Q4 2016Q3 202329
Cambridge Investment Research Advisors, Inc. 28280.00%0.02%0.08%Q4 2016Q3 202328
JPMORGAN CHASE & CO 28280.18%0.30%0.57%Q4 2016Q3 202328
J.P. Morgan Private Wealth Advisors LLC 28280.01%0.06%0.46%Q4 2016Q3 202328
TORONTO DOMINION BANK 28280.00%0.05%0.43%Q4 2016Q3 202328
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28280.00%0.01%0.02%Q4 2016Q3 202328
MERIDIAN INVESTMENT COUNSEL INC. 28280.25%0.33%0.45%Q4 2016Q3 202328
Raymond James Financial Services Advisors, Inc. 28280.00%0.02%0.06%Q4 2016Q3 202328
FIFTH THIRD BANCORP 28280.00%0.00%0.00%Q4 2016Q3 202328
Bank of New York Mellon Corp 28280.00%0.00%0.01%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.02%0.07%Q4 2016Q3 202328
BANQUE PICTET & CIE SA 28280.02%0.37%0.68%Q4 2016Q3 202328
RAYMOND JAMES & ASSOCIATES 28280.00%0.01%0.04%Q4 2016Q3 202328
Itau Unibanco Holding S.A. 28280.08%2.86%8.84%Q4 2016Q3 202328
Greytown Advisors Inc. 28284.07%4.91%5.57%Q4 2016Q3 202328
FIL Ltd 28280.01%0.04%0.17%Q4 2016Q3 202328
1607 Capital Partners, LLC 28287.47%11.48%14.32%Q4 2016Q3 202328
TWIN FOCUS CAPITAL PARTNERS, LLC 28280.06%0.19%0.31%Q4 2016Q3 202328
Mirae Asset Global Investments Co., Ltd. 28280.01%0.18%0.55%Q4 2016Q3 202328
IFP Advisors, Inc 1710.00%0.03%0.12%Q1 2016Q3 202328
F&V Capital Management, LLC 28280.11%0.21%0.35%Q4 2016Q3 202328
FEDERATED HERMES, INC. 28280.00%0.00%0.02%Q4 2016Q3 202328
AMERIPRISE FINANCIAL INC 28280.00%0.02%0.09%Q4 2016Q3 202328
ZACKS INVESTMENT MANAGEMENT 28280.05%0.17%0.34%Q4 2016Q3 202328
Catalyst Capital Advisors LLC 28280.24%0.47%1.33%Q4 2016Q3 202328
SCOTIA CAPITAL INC. 28280.00%0.02%0.04%Q4 2016Q3 202328
EVERGREEN CAPITAL MANAGEMENT LLC 28280.21%0.37%0.62%Q4 2016Q3 202328
MANUFACTURERS LIFE INSURANCE COMPANY, THE 28280.01%0.09%0.23%Q4 2016Q3 202328
Baystate Wealth Management LLC 28280.02%0.05%0.10%Q4 2016Q3 202328
US BANCORP \DE\ 28280.00%0.01%0.03%Q4 2016Q3 202328
Millburn Ridgefield Corp 28280.55%0.64%1.54%Q4 2016Q3 202328
STIFEL FINANCIAL CORP 28280.00%0.01%0.02%Q4 2016Q3 202328
ENVESTNET ASSET MANAGEMENT INC 28280.01%0.06%0.27%Q4 2016Q3 202328
EFG Asset Management (Americas) Corp. 28280.68%2.97%7.40%Q4 2016Q3 202328
Bollard Group LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
E&G Advisors, LP 28280.42%0.81%1.16%Q4 2016Q3 202328
FMR LLC 28280.00%0.10%0.25%Q4 2016Q3 202328
Rathbones Group PLC 28280.08%0.15%0.25%Q4 2016Q3 202328
BESSEMER GROUP INC 28280.00%0.20%0.73%Q4 2016Q3 202328
LPL Financial LLC 28280.01%0.08%0.20%Q4 2016Q3 202328
ALLIANCEBERNSTEIN L.P. 28280.00%0.05%0.08%Q4 2016Q3 202328
Stelac Advisory Services LLC 28281.23%2.93%4.66%Q4 2016Q3 202328
SOL Capital Management CO 28280.09%0.24%0.39%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.00%0.01%0.06%Q4 2016Q3 202328
Invesco Ltd. 28280.00%0.00%0.00%Q4 2016Q3 202328
TIEMANN INVESTMENT ADVISORS, LLC 28280.53%0.84%1.07%Q4 2016Q3 202328
Sandy Spring Bank 28280.00%0.00%0.01%Q4 2016Q3 202328
PNC FINANCIAL SERVICES GROUP, INC. 28280.00%0.01%0.02%Q4 2016Q3 202328
1832 Asset Management L.P. 28280.00%0.00%0.01%Q4 2016Q3 202328
KEYBANK NATIONAL ASSOCIATION/OH 28280.00%0.01%0.02%Q4 2016Q3 202328
MORGAN STANLEY 28280.09%0.18%0.37%Q4 2016Q3 202328
Global Endowment Management, LP 28280.16%0.34%0.66%Q4 2016Q3 202328
SYNOVUS FINANCIAL CORP 28280.01%0.01%0.02%Q4 2016Q3 202328
SUN LIFE FINANCIAL INC 28280.24%0.67%1.34%Q4 2016Q3 202328
CWM, LLC 1980.00%0.08%0.52%Q4 2016Q3 202327
AllSquare Wealth Management LLC 2520.00%0.00%0.00%Q4 2016Q3 202327
ROTHSCHILD INVESTMENT LLC /IL 2250.02%0.03%0.04%Q4 2016Q3 202327
Zurich Insurance Group Ltd/FI 2520.02%0.04%0.11%Q4 2016Q3 202327
BANK OF NOVA SCOTIA 27270.00%0.63%2.91%Q1 2017Q3 202327
BROWN ADVISORY INC 2610.00%0.00%0.01%Q4 2016Q3 202327
GLENMEDE TRUST CO NA 2160.00%0.03%0.15%Q4 2016Q3 202327
PRIVATE TRUST CO NA 2160.02%0.12%0.29%Q4 2016Q3 202327
Texas Yale Capital Corp. 27270.02%0.04%0.06%Q1 2017Q3 202327
Relative Value Partners Group, LLC 27270.02%0.33%1.55%Q1 2017Q3 202327
PRUDENTIAL FINANCIAL INC 1890.00%0.01%0.02%Q4 2016Q3 202327
BLAIR WILLIAM & CO/IL 2430.01%0.01%0.03%Q4 2016Q3 202327
SCHRODER INVESTMENT MANAGEMENT GROUP 2070.00%0.01%0.05%Q4 2016Q3 202327
Geneos Wealth Management Inc. 2520.00%0.03%0.24%Q4 2016Q3 202327
CIBC WORLD MARKET INC. 27270.00%0.04%0.16%Q1 2017Q3 202327
SUMITOMO MITSUI FINANCIAL GROUP, INC. 27270.01%0.03%0.11%Q1 2017Q3 202327
PRUDENTIAL PLC 15120.00%0.02%0.34%Q4 2016Q3 202327
Jasper Ridge Partners, L.P. 27270.12%0.18%0.25%Q1 2017Q3 202327
Janney Montgomery Scott LLC 27270.00%0.00%0.02%Q1 2017Q3 202327
STATE STREET CORP 27270.00%0.00%0.02%Q3 2016Q1 202327
Banco Santander, S.A. 2340.01%0.21%0.73%Q4 2016Q3 202327
WELLINGTON MANAGEMENT GROUP LLP 2340.00%0.00%0.01%Q4 2016Q3 202327
Diversified Trust Co 2610.01%0.02%0.03%Q1 2017Q4 202327
North Star Investment Management Corp. 17100.01%0.04%0.23%Q4 2016Q3 202327
Gradient Investments LLC 2430.00%0.00%0.00%Q4 2016Q3 202327
Allworth Financial LP 27270.00%0.00%0.00%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.01%0.09%0.38%Q4 2016Q3 202327
CUMBERLAND ADVISORS INC 15120.89%1.94%3.01%Q4 2016Q3 202327
Israel Discount Bank of New York 1793.09%4.04%5.08%Q1 2017Q3 202326
COMERICA BANK 2510.05%0.20%0.39%Q4 2016Q3 202326
JNBA Financial Advisors 2060.00%0.01%0.01%Q1 2017Q3 202326
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2020.00%0.30%0.65%Q4 2016Q3 202326
M&R CAPITAL MANAGEMENT INC 26260.00%0.01%0.01%Q3 2016Q4 202226
Fisher Asset Management, LLC 26260.03%0.05%0.10%Q2 2017Q3 202326
Private Advisor Group, LLC 980.00%0.03%0.08%Q4 2016Q3 202326
Cerity Partners LLC 2510.00%0.22%1.06%Q1 2017Q3 202326
VPR Management LLC 26260.22%0.57%1.42%Q2 2017Q3 202326
Jacobi Capital Management LLC 2060.01%0.17%1.95%Q4 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.07%0.22%Q2 2017Q3 202326
Cetera Advisors LLC 25250.01%0.02%0.04%Q3 2017Q3 202325
Cornerstone Capital, Inc. 25250.04%0.14%0.36%Q3 2017Q3 202325
Pictet North America Advisors SA 25250.06%3.56%7.66%Q3 2017Q3 202325
TWO SIGMA INVESTMENTS, LP 610.00%0.00%0.01%Q2 2018Q3 202325
Tower Research Capital LLC (TRC) 1140.00%0.04%0.22%Q4 2016Q3 202325
CIBC Asset Management Inc 2310.00%0.01%0.03%Q4 2016Q3 202325
Money Design Co.,Ltd. 25251.78%5.63%8.91%Q3 2017Q3 202325
McIlrath & Eck, LLC 24240.00%0.01%0.05%Q4 2017Q3 202324
MUFG Americas Holdings Corp 24240.00%0.00%0.00%Q4 2016Q3 202224
TWO SIGMA SECURITIES, LLC 710.00%0.05%0.70%Q4 2016Q2 202324
Allianz Asset Management GmbH 1010.00%0.02%0.11%Q4 2016Q3 202324
Compagnie Lombard Odier SCmA 1590.00%0.02%0.16%Q1 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
Taikang Asset Management (Hong Kong) Co Ltd 24240.26%0.86%1.63%Q4 2017Q3 202324
Institute for Wealth Management, LLC. 2310.18%0.23%0.35%Q3 2017Q3 202324
Migdal Insurance & Financial Holdings Ltd. 2220.00%0.11%0.49%Q1 2017Q3 202324
Front Row Advisors LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
PARSONS CAPITAL MANAGEMENT INC/RI 24240.03%0.05%0.08%Q4 2016Q3 202224
SUMMIT FINANCIAL GROUP, INC. 1860.08%0.15%0.24%Q2 2017Q3 202324
Karpus Management, Inc. 13110.01%0.50%1.03%Q4 2016Q4 202224
Zurcher Kantonalbank (Zurich Cantonalbank) 24240.00%0.00%0.00%Q4 2016Q3 202224
AMG National Trust Bank 1680.02%0.22%0.58%Q4 2016Q4 202224
UNITED CAPITAL FINANCIAL ADVISORS, LLC 24240.00%0.12%0.36%Q4 2016Q3 202224
DELTA ASSET MANAGEMENT LLC/TN 2040.00%0.01%0.01%Q1 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.03%0.11%Q4 2017Q3 202324
WHITTIER TRUST CO 24240.00%0.00%0.01%Q4 2017Q3 202324
MACKENZIE FINANCIAL CORP 23230.06%0.10%0.18%Q1 2018Q3 202323
EXANE DERIVATIVES 23230.00%0.00%0.01%Q4 2016Q2 202223
M&T BANK CORP 1240.00%0.01%0.02%Q4 2016Q4 202223
Dorsey & Whitney Trust CO LLC 23230.11%0.36%0.54%Q1 2018Q3 202323
Accuvest Global Advisors 1720.07%2.36%8.47%Q4 2016Q3 202323
DEUTSCHE BANK AG\ 23230.02%0.05%0.10%Q1 2018Q3 202323
KING LUTHER CAPITAL MANAGEMENT CORP 23230.00%0.01%0.01%Q4 2016Q2 202223
VESTOR CAPITAL, LLC 13100.52%1.16%2.07%Q1 2017Q4 202223
BENJAMIN F. EDWARDS & COMPANY, INC. 1760.00%0.01%0.06%Q4 2016Q3 202323
Bartlett & Co. LLC 1220.00%0.00%0.00%Q4 2016Q4 202323
Rockefeller Capital Management L.P. 23230.02%0.05%0.10%Q1 2018Q3 202323
PROVIDA PENSION FUND ADMINISTRATOR 1490.03%1.35%4.81%Q1 2017Q4 202223
Baird Financial Group, Inc. 1010.00%0.01%0.13%Q4 2016Q3 202322
WealthShield Partners, LLC 1430.03%0.07%0.13%Q4 2017Q3 202322
TD ASSET MANAGEMENT INC 1660.03%0.16%0.44%Q1 2018Q3 202322
Ayalon Insurance Comp Ltd. 22220.01%0.10%0.36%Q2 2018Q3 202322
New Vernon Capital Holdings II LLC 950.06%2.09%5.92%Q4 2016Q3 202322
OARSMAN CAPITAL, INC. 1480.11%0.14%0.17%Q1 2018Q3 202322
MILLENNIUM MANAGEMENT LLC 710.00%0.02%0.16%Q4 2016Q3 202322
CAPTRUST FINANCIAL ADVISORS 1810.00%0.00%0.01%Q4 2016Q3 202322
COMMERCE BANK 22220.00%0.00%0.01%Q4 2016Q1 202222
Westside Investment Management, Inc. 1510.00%0.00%0.01%Q2 2017Q3 202322
Harbour Capital Advisors, LLC 840.06%0.11%0.16%Q2 2017Q4 202322
REGIONS FINANCIAL CORP 1040.00%0.01%0.06%Q4 2016Q3 202322
PARAMETRIC PORTFOLIO ASSOCIATES LLC 2110.00%0.00%0.00%Q3 2016Q1 202222
METLIFE INC 21212.30%5.64%8.12%Q3 2018Q3 202321
Carroll Financial Associates, Inc. 21210.00%0.00%0.00%Q4 2016Q4 202121
REILLY FINANCIAL ADVISORS, LLC 21210.00%0.00%0.00%Q4 2016Q4 202121
BALDWIN BROTHERS LLC/MA 21210.01%0.02%0.06%Q4 2018Q4 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.03%Q3 2018Q3 202321
BARINGS LLC 1650.01%0.15%0.54%Q4 2016Q1 202221
COLONY GROUP LLC 21210.01%0.36%0.85%Q3 2016Q3 202121
SG Americas Securities, LLC 710.00%0.11%0.59%Q4 2016Q3 202321
Covington Capital Management 21210.01%0.01%0.01%Q3 2017Q3 202221
NORTHERN TRUST CORP 1010.00%0.00%0.00%Q4 2016Q3 202321
ELM ADVISORS, LLC 21210.17%0.24%0.30%Q4 2016Q4 202121
Jefferies Group LLC 910.00%0.04%0.18%Q4 2016Q4 202121
Cedar Wealth Management, LLC 21210.17%0.62%1.11%Q3 2018Q3 202321
CI INVESTMENTS INC. 1920.00%0.26%1.10%Q4 2016Q3 202321
Patriot Financial Group Insurance Agency, LLC 1470.00%0.03%0.11%Q4 2016Q2 202221
Merriman Wealth Management, LLC 730.04%0.34%1.10%Q1 2017Q2 202321
Laird Norton Wetherby Wealth Management, LLC 1010.02%0.07%0.14%Q3 2017Q3 202321
ASSETMARK, INC 1190.00%0.00%0.00%Q4 2016Q3 202320
FinTrust Capital Advisors, LLC 20200.02%0.06%0.10%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.00%0.02%Q4 2017Q3 202220
Squarepoint Ops LLC 710.01%0.14%1.29%Q4 2016Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.00%0.00%0.01%Q4 2017Q4 202220
Legacy Bridge, LLC 20200.02%0.05%0.14%Q4 2018Q3 202320
Archer Investment Corp 20200.00%0.00%0.01%Q4 2018Q3 202320
Ironwood Financial, llc 20200.00%0.00%0.01%Q4 2016Q3 202120
SALEM INVESTMENT COUNSELORS INC 1820.03%0.05%0.07%Q4 2016Q3 202320
Advisory Services Network, LLC 1310.00%0.05%0.16%Q1 2017Q3 202320
PIN OAK INVESTMENT ADVISORS INC 1460.02%0.21%0.34%Q4 2017Q3 202320
AGF INVESTMENTS INC. 20200.00%0.82%2.13%Q1 2017Q4 202120
BREWIN DOLPHIN LTD 20200.00%0.01%0.02%Q3 2017Q2 202220
Cottage Street Advisors LLC 1410.14%0.32%0.55%Q4 2016Q2 202220
Ballentine Partners, LLC 20200.05%0.20%0.46%Q4 2018Q3 202320
Balentine LLC 1550.00%0.01%0.01%Q4 2016Q3 202320
STRS OHIO 20200.04%0.11%0.24%Q4 2018Q3 202320
Boston Trust Walden Corp 20200.01%0.01%0.03%Q4 2016Q3 202120
SIGNATUREFD, LLC 1510.00%0.05%0.20%Q4 2016Q2 202320
PUBLIC SECTOR PENSION INVESTMENT BOARD 1010.04%0.47%1.57%Q4 2016Q3 202020
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 20200.02%0.08%0.21%Q3 2017Q2 202220
Rehmann Capital Advisory Group 1310.00%0.02%0.04%Q1 2017Q3 202320
Integrated Wealth Concepts LLC 930.01%0.13%0.80%Q4 2017Q3 202320
KINGS POINT CAPITAL MANAGEMENT 19190.01%0.05%0.18%Q3 2017Q1 202219
Arkos Global Advisors 19190.05%0.47%1.66%Q4 2018Q2 202319
First Horizon Advisors, Inc. 1210.00%0.01%0.01%Q1 2017Q3 202319
Psagot Value Holdings Ltd. 19190.01%0.73%1.44%Q4 2016Q2 202119
Windham Capital Management, LLC 19190.12%0.21%0.33%Q1 2019Q3 202319
Capital Investment Advisory Services, LLC 730.00%0.18%1.69%Q4 2017Q3 202319
TSFG, LLC 19190.01%0.05%0.13%Q1 2019Q3 202319
Cresset Asset Management, LLC 1270.00%0.03%0.08%Q4 2018Q3 202319
CULLEN/FROST BANKERS, INC. 19190.00%0.00%0.02%Q1 2019Q3 202319
Pinnacle Advisory Group, Inc. 18180.08%2.14%4.56%Q4 2016Q1 202118
Quantitative Investment Management, LLC 510.15%1.13%4.33%Q1 2017Q2 202318
Hexavest Inc. 1310.00%0.29%1.31%Q4 2016Q3 202118
Ancora Advisors LLC 1610.00%0.00%0.00%Q4 2016Q3 202318
TCI Wealth Advisors, Inc. 1410.00%0.02%0.05%Q4 2016Q4 202218
Azimuth Capital Management LLC 1080.18%0.34%0.57%Q4 2016Q1 202218
New Potomac Partners, LLC 1170.09%0.26%0.69%Q1 2018Q3 202318
HUNTINGTON NATIONAL BANK 910.00%0.00%0.00%Q3 2017Q3 202318
GOFEN & GLOSSBERG LLC /IL/ 18180.01%0.01%0.01%Q3 2018Q4 202218
GFS Advisors, LLC 18180.15%1.13%2.80%Q2 2019Q3 202318
Cranbrook Wealth Management, LLC 18180.00%0.00%0.00%Q4 2017Q1 202218
Nan Shan Life Insurance Co., Ltd. 1230.08%0.26%0.87%Q4 2016Q2 202318
WEBSTER BANK, N. A. 18180.00%0.01%0.05%Q4 2016Q1 202118
Winslow, Evans & Crocker, Inc. 17170.00%0.01%0.06%Q4 2016Q4 202017
BOURGEON CAPITAL MANAGEMENT LLC 17170.01%0.01%0.02%Q3 2019Q3 202317
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 17170.00%0.00%0.00%Q4 2016Q4 202017
NEXT Financial Group, Inc 740.00%0.01%0.02%Q4 2016Q4 202117
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 17170.02%0.22%0.32%Q4 2016Q4 202017
TRUIST FINANCIAL CORP 1610.01%0.02%0.04%Q4 2016Q3 202317
JAMES INVESTMENT RESEARCH INC 1520.00%0.05%0.20%Q4 2016Q1 202117
CITY HOLDING CO 980.00%0.01%0.02%Q4 2016Q3 202317
6 Meridian 17170.82%1.08%1.25%Q4 2017Q4 202117
Addenda Capital Inc. 17170.04%0.06%0.07%Q4 2016Q4 202017
Oakworth Capital, Inc. 17170.00%0.00%0.01%Q1 2017Q1 202117
Lindbrook Capital, LLC 1160.00%0.00%0.01%Q4 2018Q1 202317
PICTET BANK & TRUST Ltd 980.18%0.53%1.20%Q4 2016Q2 202217
PineBridge Investments, L.P. 17170.01%0.06%0.17%Q4 2016Q4 202017
Transamerica Financial Advisors, Inc. 910.00%0.15%0.29%Q4 2016Q3 202317
Wellington Shields Capital Management, LLC 1520.02%0.06%0.08%Q4 2017Q3 202317
Mine & Arao Wealth Creation & Management, LLC. 16160.08%0.10%0.12%Q4 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.02%0.07%0.28%Q4 2019Q3 202316
PRICE T ROWE ASSOCIATES INC /MD/ 16160.00%0.00%0.00%Q4 2016Q3 202016
Fieldpoint Private Securities, LLC 970.00%0.24%0.62%Q4 2017Q2 202216
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
NatWest Group plc 1420.46%0.79%1.20%Q4 2016Q4 202016
Vontobel Swiss Wealth Advisors AG 1510.43%2.18%5.34%Q4 2016Q2 202116
MOODY NATIONAL BANK TRUST DIVISION 16160.02%0.04%0.14%Q4 2018Q3 202216
Banque Cantonale Vaudoise 16160.01%0.02%0.03%Q4 2019Q3 202316
Savior LLC 16160.00%0.07%0.86%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.05%0.10%0.15%Q4 2019Q3 202316
BALYASNY ASSET MANAGEMENT L.P. 610.00%0.10%0.61%Q3 2016Q4 202216
Water Oak Advisors LLC 16163.41%7.09%9.94%Q4 2016Q3 202016
Jackson Hole Capital Partners, LLC 16160.00%0.00%0.00%Q2 2019Q1 202316
KANAWHA CAPITAL MANAGEMENT LLC 640.02%0.03%0.04%Q2 2017Q4 202116
Edge Wealth Management LLC 1510.00%0.00%0.01%Q4 2016Q1 202116
OLD SECOND NATIONAL BANK OF AURORA 1310.00%1.42%2.74%Q2 2017Q4 202116
RPg Family Wealth Advisory, LLC 410.02%0.21%0.45%Q4 2016Q3 202316
QUATTRO FINANCIAL ADVISORS LLC 910.01%2.91%12.66%Q1 2017Q3 202316
Kore Private Wealth LLC 16160.39%0.62%0.99%Q4 2018Q3 202216
Lombard Odier Asset Management (USA) Corp 660.07%1.24%3.02%Q2 2022Q3 202316
IndexIQ Advisors LLC 650.00%0.52%2.52%Q4 2016Q1 202216
EATON VANCE MANAGEMENT 810.00%0.02%0.22%Q4 2016Q3 202215
Investors Research Corp 15150.00%0.01%0.01%Q1 2020Q3 202315
Harel Insurance Investments & Financial Services Ltd. 870.00%0.06%0.20%Q4 2016Q3 202315
Wealthspire Advisors, L.P. 15150.01%0.03%0.07%Q4 2016Q2 202015
Prospera Financial Services Inc 1120.00%0.06%0.18%Q1 2018Q3 202315
Paragon Capital Management Ltd 910.47%1.06%2.54%Q1 2017Q3 202315
INNEALTA CAPITAL, LLC 15152.01%3.33%5.89%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.04%Q1 2020Q3 202315
CreativeOne Wealth, LLC 910.02%0.04%0.07%Q4 2018Q2 202315
Rosenberg Matthew Hamilton 15150.03%0.04%0.08%Q1 2020Q3 202315
AMERICAN CENTURY COMPANIES INC 15150.00%0.00%0.01%Q4 2016Q2 202015
LEVEL FOUR ADVISORY SERVICES, LLC 870.02%0.13%0.34%Q4 2016Q1 202215
Rafferty Asset Management, LLC 15150.02%0.11%0.25%Q1 2017Q3 202015
MCMILLION CAPITAL MANAGEMENT INC 1140.01%0.74%1.46%Q2 2019Q2 202315
Palisades Hudson Asset Management, L.P. 15152.98%3.63%4.25%Q1 2020Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.04%0.11%0.20%Q1 2020Q3 202315
BELLEVUE ASSET MANAGEMENT, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Hanson & Doremus Investment Management 15150.01%0.01%0.01%Q4 2016Q2 202015
ClearBridge Investments 15150.00%0.00%0.00%Q4 2016Q2 202015
FIRST MANHATTAN CO. LLC. 620.00%0.00%0.00%Q4 2016Q3 202315
ACIMA PRIVATE WEALTH, LLC 14140.01%0.19%0.55%Q4 2018Q1 202214
Mariner, LLC 1220.00%0.11%0.24%Q4 2016Q3 202314
Plante Moran Financial Advisors, LLC 1110.00%0.03%0.08%Q3 2017Q1 202314
Aureus Asset Management, LLC 14140.07%0.13%0.20%Q3 2016Q4 201914
Parkside Financial Bank & Trust 14140.00%0.03%0.04%Q1 2020Q2 202314
WOLVERINE ASSET MANAGEMENT LLC 1010.00%0.07%0.19%Q4 2016Q4 202014
Renaissance Technologies 410.00%0.00%0.01%Q1 2017Q1 202314
Pinnacle Bancorp, Inc. 1310.00%0.00%0.01%Q1 2017Q4 202114
PRINCIPAL FINANCIAL GROUP INC 1310.00%0.00%0.00%Q2 2018Q3 202314
World Asset Management Inc 14140.24%0.84%1.64%Q4 2016Q1 202014
TCTC Holdings, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Roble, Belko & Company, Inc 14140.00%0.00%0.00%Q4 2016Q1 202014
180 WEALTH ADVISORS, LLC 14140.05%0.07%0.10%Q2 2020Q3 202314
Capital Investment Advisors, LLC 950.01%0.02%0.03%Q2 2020Q4 202314
PERSONAL CFO SOLUTIONS, LLC 1220.06%0.07%0.13%Q3 2019Q3 202314
NISA INVESTMENT ADVISORS, LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
First Allied Advisory Services, Inc. 1130.01%0.05%0.21%Q1 2017Q3 202014
HRT FINANCIAL LP 310.00%0.25%0.87%Q2 2017Q1 202314
Valeo Financial Advisors, LLC 1220.00%0.02%0.10%Q3 2017Q1 202114
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 950.53%1.36%1.86%Q4 2016Q4 202114
swisspartners Advisors Ltd 940.60%0.76%1.14%Q2 2020Q3 202313
Trexquant Investment LP 610.01%0.04%0.13%Q3 2019Q3 202313
Checchi Capital Advisers, LLC 510.03%0.26%0.72%Q4 2016Q3 202313
OLD MISSION CAPITAL LLC 510.02%1.14%3.98%Q3 2016Q2 202313
Main Management LLC 850.23%0.64%1.05%Q3 2017Q3 202213
Choate Investment Advisors 510.00%0.31%2.62%Q4 2016Q1 202213
B. Riley Wealth Advisors, Inc. 1210.01%0.02%0.14%Q4 2017Q3 202313
Hexagon Capital Partners LLC 13130.02%0.03%0.05%Q3 2020Q3 202313
FLOW TRADERS U.S. LLC 310.14%2.32%13.02%Q4 2016Q2 202313
Founders Financial Alliance, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Arlington Partners LLC 760.00%0.00%0.01%Q4 2017Q1 202113
LADENBURG THALMANN FINANCIAL SERVICES INC. 13130.01%0.01%0.02%Q4 2016Q4 201913
Analyst IMS Investment Management Services Ltd. 13130.24%0.48%0.68%Q1 2017Q1 202013
Cetera Advisor Networks LLC 410.00%0.01%0.03%Q1 2018Q3 202313
PROFFITT & GOODSON INC 13130.00%0.00%0.00%Q3 2020Q3 202313
Nuveen Asset Management, LLC 610.00%0.01%0.04%Q3 2018Q4 202213
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 720.00%0.20%1.10%Q4 2016Q3 202313
ARS Investment Partners, LLC 13130.07%0.10%0.11%Q4 2016Q4 201913
SIMPLEX TRADING, LLC 410.00%0.04%0.24%Q4 2017Q3 202213
QVR LLC 510.04%0.85%2.69%Q2 2018Q4 201913
CKW FINANCIAL GROUP 13130.00%2.27%3.38%Q4 2016Q4 201913
IPG Investment Advisors LLC 540.08%0.16%0.34%Q4 2017Q3 202313
L. Roy Papp & Associates, LLP 410.03%0.03%0.07%Q3 2018Q3 202313
BROWN BROTHERS HARRIMAN & CO 710.00%0.00%0.00%Q3 2017Q1 202313
Ifrah Financial Services, Inc. 13130.17%0.20%0.36%Q4 2016Q4 201913
MONETA GROUP INVESTMENT ADVISORS LLC 1120.01%0.03%0.06%Q4 2017Q3 202313
Advisor Group, Inc. 13130.01%0.01%0.03%Q4 2016Q4 201913
CAMG Solamere Management, LLC 13130.42%0.61%0.75%Q1 2017Q1 202013
Donald L. Hagan, LLC 430.25%1.51%2.49%Q4 2016Q3 202313
Baker Avenue Asset Management, LP 750.00%0.52%0.76%Q2 2018Q3 202313
BAR HARBOR WEALTH MANAGEMENT 13130.05%0.15%0.24%Q4 2016Q4 201913
Lenox Wealth Advisors, LLC 910.00%0.00%0.01%Q1 2018Q1 202213
LAKE STREET PRIVATE WEALTH, LLC 13130.61%0.97%1.82%Q1 2019Q1 202213
Rye Brook Capital LLC 12123.45%8.65%14.77%Q4 2020Q3 202312
Highstreet Asset Management Inc. 1110.00%0.01%0.06%Q4 2016Q4 201912
Crabel Capital Management, LLC 620.07%0.17%0.44%Q4 2017Q3 202312
UBS ASSET MANAGEMENT AMERICAS INC 12120.02%0.03%0.05%Q4 2016Q3 201912
Tradition Wealth Management, LLC 12120.02%0.02%0.04%Q4 2020Q3 202312
Kestra Advisory Services, LLC 12120.00%0.01%0.04%Q4 2020Q3 202312
MARSHALL WACE, LLP 210.00%0.02%0.09%Q2 2018Q3 202312
WEALTHSOURCE PARTNERS, LLC 710.03%0.14%0.43%Q1 2018Q3 202312
Phoenix Holdings Ltd. 12120.04%0.11%0.24%Q4 2020Q3 202312
AXA S.A. 12120.03%0.04%0.05%Q4 2016Q3 201912
Shamrock Asset Management LLC 12120.01%1.05%2.95%Q4 2016Q3 201912
EDMOND DE ROTHSCHILD HOLDING S.A. 12120.03%0.23%0.38%Q2 2017Q1 202012
Solstein Capital, LLC 12120.06%0.54%1.46%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.01%0.01%0.01%Q4 2020Q3 202312
Americana Partners, LLC 620.05%0.36%1.27%Q4 2019Q3 202312
Perkins Coie Trust Co 1020.00%0.01%0.01%Q4 2016Q3 202312
Wealthcare Advisory Partners LLC 1110.00%0.01%0.01%Q3 2017Q1 202112
AVANTAX ADVISORY SERVICES, INC. 420.00%0.01%0.01%Q3 2019Q3 202312
WEST PACES ADVISORS INC. 910.02%0.05%0.09%Q2 2018Q3 202312
Mandatum Life Insurance Co Ltd 12120.16%0.29%0.43%Q4 2016Q3 201912
CHOREO, LLC 1110.01%0.15%0.69%Q4 2016Q1 202312
BRANDYWINE OAK PRIVATE WEALTH LLC 1110.00%0.10%0.14%Q4 2018Q3 202212
Innova Wealth Partners 12120.28%1.40%3.10%Q4 2020Q3 202312
SUNTRUST BANKS INC 12120.02%0.30%0.65%Q4 2016Q3 201912
Proficio Capital Partners LLC 12120.04%0.22%2.05%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.03%0.04%Q4 2018Q3 202112
John W. Brooker & Co., CPAs 12120.00%0.00%0.00%Q4 2019Q3 202212
PFS INVESTMENTS INC. 610.11%0.53%1.69%Q4 2017Q2 202312
Beacon Pointe Advisors, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
Financial Architects, Inc 610.00%0.06%0.27%Q4 2016Q3 202212
Vontobel Holding Ltd. 12120.03%0.08%0.18%Q4 2020Q3 202312
CX Institutional 620.00%0.40%0.83%Q2 2018Q3 202312
Kalos Management, Inc. 1010.02%0.18%0.25%Q3 2019Q1 202311
Sargent Bickham Lagudis LLC 810.00%0.00%0.00%Q4 2016Q1 202111
FOUNDERS FINANCIAL SECURITIES LLC 710.18%0.62%1.36%Q4 2018Q3 202311
DIMENSION CAPITAL MANAGEMENT LLC 410.13%0.24%0.56%Q2 2017Q3 202311
Aptus Capital Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Bank Pictet & Cie (Europe) AG 830.01%0.02%0.05%Q2 2019Q3 202311
COMMERZBANK AKTIENGESELLSCHAFT /FI 1010.00%0.01%0.02%Q4 2016Q4 201911
Cetera Investment Advisers 740.00%0.01%0.04%Q4 2020Q3 202311
Moisand Fitzgerald Tamayo, LLC 11110.01%0.01%0.02%Q3 2017Q1 202011
GP Brinson Investments LLC 650.11%0.17%0.21%Q1 2021Q4 202311
Horizon Investments, LLC 710.00%1.54%4.72%Q4 2018Q3 202311
Atria Investments, Inc 510.02%0.06%0.21%Q4 2017Q3 202311
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 11111.80%2.01%2.22%Q1 2021Q3 202311
Covestor Ltd 880.00%0.02%0.16%Q4 2021Q3 202311
DRW Securities, LLC 310.01%0.31%1.71%Q1 2018Q3 202311
Spire Wealth Management 11110.02%0.03%0.04%Q1 2021Q3 202311
IEQ CAPITAL, LLC 11110.01%0.03%0.06%Q1 2021Q3 202311
Argent Trust Co 11110.03%0.06%0.10%Q1 2021Q3 202311
Performa Ltd (US), LLC 11111.01%1.30%1.74%Q1 2021Q3 202311
NEW YORK STATE COMMON RETIREMENT FUND 530.00%0.01%0.02%Q4 2016Q2 202311
Sierra Capital LLC 11110.03%0.26%0.67%Q1 2021Q3 202311
Veritable, L.P. 610.01%0.03%0.08%Q4 2016Q2 202311
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.03%0.15%Q1 2021Q3 202311
Sowell Financial Services LLC 720.01%0.04%0.08%Q4 2018Q2 202311
OPPENHEIMER & CO INC 810.01%0.05%0.10%Q4 2016Q3 202311
Alaska Permanent Fund Corp 920.01%0.42%1.50%Q4 2020Q3 202311
FLAGSHIP HARBOR ADVISORS, LLC 1010.02%0.08%0.37%Q2 2018Q2 202311
Hudson Portfolio Management LLC 11111.06%1.18%1.32%Q1 2021Q3 202311
Belpointe Asset Management LLC 410.00%0.03%0.10%Q4 2017Q3 202311
Orion Portfolio Solutions, LLC 830.00%0.03%0.05%Q4 2019Q3 202211
FAS Wealth Partners, Inc. 830.00%0.00%0.00%Q3 2020Q3 202311
Lee Financial Co 610.00%0.01%0.07%Q4 2016Q3 202311
BOSTON ADVISORS LLC 11110.01%0.01%0.01%Q1 2017Q3 201911
THRIVENT FINANCIAL FOR LUTHERANS 1010.00%0.01%0.03%Q3 2017Q3 202311
NewEdge Advisors, LLC 520.00%0.03%0.07%Q2 2017Q3 202311
Verde Servicos Internacionais S.A. 652.67%4.94%7.06%Q4 2016Q3 201911
KCS Wealth Advisory 11110.18%0.43%1.07%Q4 2017Q2 202011
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
BB&T SECURITIES, LLC 11110.00%0.01%0.04%Q1 2017Q3 201911
FORESTERS ASSET MANAGEMENT INC. 11111.30%1.60%2.38%Q4 2016Q2 201911
Evolution Wealth Advisors, LLC 910.02%1.06%3.85%Q1 2019Q3 202110
Venture Visionary Partners LLC 910.01%0.08%0.31%Q4 2019Q2 202210
VAN ECK ASSOCIATES CORP 10100.00%0.01%0.01%Q4 2016Q1 201910
St. Louis Trust Co 10100.12%0.15%0.19%Q4 2017Q1 202010
Northeast Financial Consultants Inc 10100.02%0.02%0.03%Q1 2019Q2 202110
XPONANCE, INC. 641.03%2.31%3.76%Q4 2016Q4 201910
Fort Sheridan Advisors LLC 10100.10%0.12%0.15%Q2 2021Q3 202310
NOMURA HOLDINGS INC 310.00%0.06%0.15%Q4 2016Q3 202310
Hilltop Holdings Inc. 420.12%0.55%1.04%Q4 2017Q3 202310
3EDGE Asset Management, LP 610.05%12.22%23.50%Q4 2017Q2 202310
Larson Financial Group LLC 910.00%0.00%0.00%Q2 2019Q3 202310
Kistler-Tiffany Companies, LLC 10100.01%0.01%0.02%Q4 2016Q1 201910
PINNACLE ASSOCIATES LTD 10100.01%0.01%0.01%Q1 2017Q2 201910
D.A. DAVIDSON & CO. 320.00%0.01%0.01%Q4 2016Q4 202210
Capital Advisors, Ltd. LLC 10100.02%0.03%0.04%Q4 2016Q1 201910
Perella Weinberg Partners Capital Management LP 640.08%0.36%0.66%Q1 2018Q2 202210
SkyView Investment Advisors, LLC 620.01%0.40%1.55%Q4 2020Q3 202310
VALLEY NATIONAL ADVISERS INC 910.00%0.00%0.00%Q3 2017Q3 202310
CAPSTONE INVESTMENT ADVISORS, LLC 310.00%0.02%0.05%Q4 2016Q2 202210
JTC Employer Solutions Trustee Ltd 10100.29%0.48%0.74%Q2 2021Q3 202310
Bluefin Trading, LLC 210.00%0.12%0.48%Q4 2016Q3 201910
USA FINANCIAL FORMULAS 510.00%0.05%0.07%Q1 2018Q3 202310
PSI Advisors, LLC 910.01%0.01%0.02%Q4 2019Q3 202310
Qube Research & Technologies Ltd 410.00%0.15%1.16%Q4 2019Q3 202310
PICTET ASSET MANAGEMENT LTD 510.00%0.01%0.01%Q2 2017Q2 202110
COOPERMAN LEON G 10100.02%0.04%0.06%Q2 2021Q3 202310
Disciplined Investments, LLC 10100.01%0.01%0.02%Q4 2019Q1 202210
Column Capital Advisors, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Stratos Wealth Partners, LTD. 820.01%0.07%0.14%Q4 2016Q1 202110
Squar Milner Financial Services LLC 10100.18%0.33%0.66%Q1 2018Q2 202010
Eagle Bay Advisors LLC 630.02%0.04%0.07%Q2 2021Q3 20239
Pekin Hardy Strauss, Inc. 630.03%0.20%0.28%Q4 2020Q3 20239
MADISON INVESTMENT HOLDINGS INC 990.04%0.32%0.52%Q3 2017Q3 20199
PATHSTONE FAMILY OFFICE, LLC 610.01%0.02%0.04%Q1 2017Q3 20239
EisnerAmper Wealth Management Corporate Benefits, LLC 610.18%1.29%2.36%Q4 2017Q3 20219
Ballew Advisors, Inc 990.27%0.30%0.41%Q4 2017Q4 20199
VIEWPOINT INVESTMENT PARTNERS CORP 710.04%0.53%1.15%Q4 2018Q1 20229
IHT Wealth Management, LLC 720.00%0.02%0.09%Q4 2016Q2 20219
Full Sail Capital, LLC 990.04%0.07%0.11%Q1 2019Q1 20219
TOCQUEVILLE ASSET MANAGEMENT L.P. 540.00%0.03%0.07%Q4 2020Q3 20239
Magnus Financial Group LLC 990.03%0.08%0.13%Q2 2020Q2 20229
Edgestream Partners, L.P. 310.04%0.22%0.78%Q4 2017Q1 20229
Arkadios Wealth Advisors 810.00%0.03%0.24%Q4 2019Q3 20239
VCU Investment Management Co 990.34%3.99%5.36%Q1 2018Q1 20209
Empirical Finance, LLC 810.08%0.36%0.47%Q4 2016Q1 20199
Opal Wealth Advisors, LLC 810.10%0.49%1.05%Q4 2020Q2 20239
Torch Wealth Management LLC 990.50%0.76%0.92%Q4 2017Q4 20199
MAKENA CAPITAL MANAGEMENT LLC 540.42%0.97%2.22%Q3 2017Q3 20209
WELCH & FORBES LLC 990.01%0.02%0.02%Q4 2017Q4 20199
Family Firm, Inc. 990.06%0.10%0.14%Q4 2019Q4 20219
TOMPKINS FINANCIAL CORP 810.00%0.00%0.01%Q4 2019Q4 20239
FIRST TRUST ADVISORS LP 990.00%0.00%0.00%Q1 2017Q1 20199
Glassman Wealth Services 810.00%0.02%0.03%Q1 2020Q1 20239
Intellectus Partners, LLC 810.03%0.04%0.05%Q4 2016Q1 20199
Mount Lucas Management LP 721.57%2.29%2.46%Q4 2016Q4 20199
TUCKER ASSET MANAGEMENT LLC 720.00%0.01%0.01%Q4 2020Q2 20239
Trek Financial, LLC 720.02%0.34%1.67%Q4 2020Q3 20239
SIMON QUICK ADVISORS, LLC 410.00%0.02%0.12%Q1 2017Q1 20209
Equitable Holdings, Inc. 810.01%0.11%0.20%Q4 2019Q3 20239
Regal Investment Advisors LLC 710.08%0.28%0.44%Q4 2016Q4 20209
Lattice Strategies LLC 990.21%0.38%0.51%Q4 2016Q4 20189
PITCAIRN CO 990.03%0.05%0.06%Q4 2017Q4 20199
Stonehage Fleming Financial Services Holdings Ltd 720.02%0.03%0.05%Q4 2019Q3 20239
Board of Trustees of The Leland Stanford Junior University 636.08%10.38%15.64%Q4 2016Q3 20239
Foundations Investment Advisors, LLC 810.02%0.07%0.38%Q1 2020Q2 20229
Country Club Trust Company, n.a. 810.09%0.15%0.21%Q1 2017Q4 20199
COLTON GROOME FINANCIAL ADVISORS, LLC 720.45%1.99%5.26%Q4 2020Q3 20239
Anchor Investment Management, LLC 410.00%0.00%0.01%Q1 2016Q4 20239
Tranquilli Financial Advisor LLC 720.22%0.88%2.88%Q4 2020Q3 20239
MBB PUBLIC MARKETS I LLC 880.02%0.33%1.02%Q4 2021Q3 20239
BW Gestao de Investimentos Ltda. 510.92%1.42%2.16%Q4 2017Q4 20229
Capital Bank & Trust Co 810.00%0.00%0.01%Q4 2017Q2 20209
Vectors Research Management, LLC 990.00%0.00%0.00%Q3 2018Q3 20209
Ledyard National Bank 990.04%0.09%0.11%Q1 2017Q1 20199
LYELL WEALTH MANAGEMENT, LP 880.04%0.40%0.90%Q4 2020Q3 20228
Continuum Advisory, LLC 610.15%0.48%1.39%Q1 2018Q3 20218
MMBG INVESTMENT ADVISORS CO. 880.20%0.21%0.23%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.25%0.26%0.28%Q4 2021Q3 20238
Grove Bank & Trust 530.00%0.04%0.08%Q4 2016Q2 20238
Private Portfolio Partners LLC 620.07%0.59%0.90%Q4 2020Q3 20238
PGIM Custom Harvest LLC 440.28%0.54%0.94%Q4 2020Q3 20238
TD Waterhouse Canada Inc. 880.00%0.03%0.07%Q4 2021Q3 20238
StrategIQ Financial Group, LLC 880.09%0.10%0.12%Q4 2021Q3 20238
Lenox Wealth Management, Inc. 620.01%0.03%0.06%Q2 2017Q4 20198
Turim 21 Investimentos Ltda. 510.06%2.49%17.30%Q3 2017Q3 20218
NTV ASSET MANAGEMENT LLC 880.04%0.16%0.26%Q3 2020Q2 20228
Desjardins Global Asset Management Inc. 880.03%0.22%0.39%Q4 2021Q3 20238
CAXTON ASSOCIATES LP 310.02%0.80%3.21%Q2 2018Q3 20218
Banco BTG Pactual S.A. 510.06%0.59%2.14%Q4 2019Q3 20228
Susquehanna International Group Ltd. 310.35%2.07%4.70%Q1 2019Q1 20238
ProShare Advisors LLC 440.01%0.01%0.02%Q3 2021Q3 20238
Simmons Bank 880.03%0.04%0.05%Q1 2020Q4 20218
Rampart Investment Management Company, LLC 310.00%0.23%0.66%Q1 2018Q3 20208
SeaCrest Wealth Management, LLC 610.00%0.02%0.10%Q4 2017Q2 20228
Sepio Capital, LP 880.09%0.22%0.28%Q3 2019Q2 20218
Chicago Partners Investment Group LLC 880.00%0.01%0.05%Q4 2016Q3 20188
Sound Income Strategies, LLC 710.00%0.00%0.00%Q1 2018Q1 20208
AFAM CAPITAL, INC. 880.06%0.75%1.18%Q3 2016Q2 20188
Ranch Capital Advisors Inc. 880.01%0.01%0.02%Q4 2019Q3 20218
HOWE & RUSLING INC 610.00%0.01%0.01%Q2 2017Q1 20228
FDx Advisors, Inc. 410.02%0.20%0.61%Q4 2016Q1 20218
Dynamic Advisor Solutions LLC 410.02%0.20%0.55%Q1 2019Q3 20238
LifePlan Financial Group, Inc 710.00%0.01%0.01%Q1 2018Q3 20208
LIBERTY WEALTH MANAGEMENT LLC 530.01%0.06%0.12%Q4 2018Q3 20218
Congress Wealth Management LLC / DE / 880.85%0.91%1.00%Q4 2021Q3 20238
Realta Investment Advisors 420.01%0.01%0.02%Q1 2019Q3 20238
Verition Fund Management LLC 210.01%0.03%0.06%Q4 2016Q3 20228
AGF Investments America Inc. 620.01%0.76%1.49%Q4 2016Q2 20198
BRINKER CAPITAL INC 880.03%0.04%0.05%Q4 2016Q3 20188
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 880.14%1.19%1.48%Q3 2016Q2 20188
SEI INVESTMENTS CO 710.00%0.00%0.00%Q4 2016Q1 20198
Cypress Capital Group 880.09%0.18%0.47%Q4 2021Q3 20238
LCNB CORP 880.17%0.44%0.74%Q1 2018Q4 20198
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Alexandria Capital, LLC 710.00%0.40%0.54%Q4 2016Q3 20218
BANK HAPOALIM BM 440.00%0.26%0.53%Q4 2016Q4 20188
South Shore Capital Advisors 880.35%0.54%0.68%Q4 2020Q3 20228
BAROMETER CAPITAL MANAGEMENT INC. 310.02%0.10%0.23%Q3 2017Q3 20238
OneDigital Investment Advisors LLC 620.00%0.03%0.08%Q2 2017Q3 20238
TUDOR INVESTMENT CORP ET AL 410.01%0.03%0.06%Q2 2018Q3 20238
Charter Oak Capital Management, LLC 710.03%0.04%0.05%Q4 2020Q2 20238
Covenant Multifamily Offices, LLC 882.20%3.32%4.88%Q4 2016Q3 20188
Allspring Global Investments Holdings, LLC 880.09%0.13%0.21%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.04%0.12%0.18%Q4 2021Q3 20238
Pacifica Partners Inc. 710.00%0.00%0.01%Q4 2019Q4 20238
RMB Capital Management, LLC 410.01%0.05%0.24%Q1 2018Q3 20237
NOMURA ASSET MANAGEMENT CO LTD 320.00%0.01%0.04%Q4 2016Q4 20207
Connectus Wealth, LLC 770.10%0.39%0.68%Q1 2022Q3 20237
Fiduciary Trust Co International of Pennsylvania 210.12%0.19%0.26%Q1 2017Q1 20207
Sunbelt Securities, Inc. 430.04%0.13%0.21%Q1 2021Q3 20237
Bank of New Hampshire 770.02%0.02%0.02%Q1 2022Q3 20237
CLEAR STREET MARKETS LLC 510.00%0.02%0.07%Q4 2017Q4 20227
Brinker Capital Investments, LLC 770.00%0.24%0.78%Q4 2016Q2 20187
Cambridge Advisors Inc. 410.07%0.09%0.10%Q4 2017Q3 20217
Asset Dedication, LLC 520.00%0.00%0.00%Q2 2021Q3 20237
Bison Wealth, LLC 610.01%0.01%0.02%Q4 2019Q3 20217
Karp Capital Management Corp 520.02%0.67%1.15%Q4 2018Q2 20217
Seneca House Advisors 770.22%2.70%3.91%Q4 2017Q2 20197
Legacy Capital Wealth Partners, LLC 770.06%1.40%2.01%Q1 2022Q3 20237
Icon Wealth Partners, LLC 610.03%0.06%0.12%Q4 2017Q1 20207
IMC-Chicago, LLC 210.00%0.00%0.01%Q4 2018Q3 20237
CLEARARC CAPITAL INC 770.03%1.06%2.07%Q1 2017Q3 20187
Risk Paradigm Group, LLC 770.29%1.72%2.59%Q4 2016Q2 20187
METROPOLITAN LIFE INSURANCE CO/NY 770.00%0.01%0.01%Q4 2016Q2 20187
Atlas Private Wealth Advisors 410.00%0.08%0.11%Q2 2020Q4 20227
Truvestments Capital LLC 510.00%0.00%0.01%Q3 2018Q4 20227
Sigma Planning Corp 510.01%0.01%0.02%Q4 2020Q3 20237
RWA WEALTH PARTNERS, LLC 510.03%0.25%0.48%Q3 2017Q3 20237
CIBC Private Wealth Group, LLC 310.00%0.00%0.00%Q4 2017Q3 20237
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 770.10%0.11%0.13%Q4 2016Q2 20187
DUBUQUE BANK & TRUST CO 610.00%0.00%0.00%Q1 2017Q1 20197
Csenge Advisory Group 770.52%0.57%0.61%Q3 2017Q1 20197
DUPONT CAPITAL MANAGEMENT CORP 430.05%0.34%1.05%Q4 2016Q3 20237
CADINHA & CO LLC 520.06%2.24%3.36%Q4 2020Q3 20237
Edge Advisors, LLC 770.00%0.01%0.03%Q4 2016Q2 20187
LMCG INVESTMENTS, LLC 770.42%0.44%0.45%Q1 2022Q3 20237
Mutual Advisors, LLC 770.02%0.05%0.09%Q2 2021Q4 20227
Journey Advisory Group, LLC 770.07%0.13%0.18%Q4 2020Q2 20227
Dakota Wealth Management 770.04%0.06%0.13%Q2 2018Q4 20197
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
CEDAR CAPITAL, LLC 210.10%0.67%3.20%Q1 2017Q1 20217
Willow Creek Wealth Management Inc. 770.12%0.13%0.15%Q2 2018Q4 20197
ICICI Prudential Asset Management Co Ltd 770.56%0.73%0.88%Q1 2022Q3 20237
Virtu Financial LLC 310.01%0.06%0.13%Q4 2016Q2 20197
Capital Advisory Group Advisory Services, LLC 610.00%0.00%0.00%Q2 2018Q1 20207
KB FINANCIAL PARTNERS, LLC 520.00%0.65%1.09%Q1 2021Q3 20237
Tradewinds Capital Management, LLC 410.00%0.77%5.11%Q3 2017Q3 20237
Korea Investment CORP 770.08%0.11%0.17%Q4 2016Q2 20187
VICTORY CAPITAL MANAGEMENT INC 310.02%0.10%0.15%Q4 2019Q3 20237
AE Wealth Management LLC 320.01%0.01%0.02%Q2 2018Q3 20237
Atria Wealth Solutions, Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
CITIZENS FINANCIAL GROUP INC/RI 520.00%0.00%0.01%Q4 2016Q3 20197
Angeles Investment Advisors, LLC 210.83%11.41%37.44%Q4 2018Q3 20237
WESTWOOD HOLDINGS GROUP INC 770.04%0.06%0.07%Q2 2017Q4 20187
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 410.04%1.55%2.63%Q3 2017Q4 20217
UBP Investment Advisors SA 430.42%0.48%0.58%Q4 2017Q2 20217
HM PAYSON & CO 770.00%0.00%0.00%Q1 2022Q3 20237
LAZARD ASSET MANAGEMENT LLC 510.00%0.01%0.03%Q4 2016Q1 20227
Weiss Asset Management LP 660.03%0.67%1.33%Q4 2021Q1 20237
Summit Trail Advisors, LLC 310.00%0.03%0.10%Q4 2017Q1 20226
Zions Bancorporation, N.A. 420.00%0.00%0.01%Q3 2020Q3 20226
Financial Management Professionals, Inc. 210.04%2.94%4.27%Q4 2016Q4 20216
NAVELLIER & ASSOCIATES INC 310.19%0.30%0.50%Q2 2017Q3 20236
Private Capital Group, LLC 510.01%0.01%0.02%Q4 2017Q2 20196
Venturi Wealth Management, LLC 310.04%0.25%0.80%Q4 2017Q3 20236
BECKER CAPITAL MANAGEMENT INC 330.03%0.06%0.08%Q3 2017Q3 20236
Hilton Capital Management, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
LVW Advisors, LLC 660.68%0.88%0.98%Q4 2017Q1 20196
TOWNSQUARE CAPITAL LLC 660.10%0.38%0.56%Q2 2020Q3 20216
TPG Financial Advisors, LLC 660.51%0.64%1.01%Q4 2018Q1 20206
Executive Wealth Management, LLC 210.00%0.36%0.66%Q2 2019Q3 20236
BlueCrest Capital Management Ltd 210.03%0.22%0.40%Q1 2017Q2 20236
Hodges Capital Management Inc. 660.04%0.06%0.09%Q4 2020Q1 20226
Johnson Financial Group, Inc. 420.00%0.01%0.01%Q1 2019Q4 20216
Ameritas Investment Company, LLC 310.00%0.01%0.04%Q4 2018Q1 20216
Rise Advisors, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
HMS Capital Management, LLC 660.14%0.18%0.24%Q1 2018Q2 20196
JANUS HENDERSON GROUP PLC 310.00%0.00%0.01%Q1 2018Q4 20196
FIRST HAWAIIAN BANK 310.00%0.01%0.01%Q3 2018Q3 20216
FIDUCIARY TRUST CO 420.01%0.01%0.01%Q2 2021Q4 20226
SevenBridge Financial Group, LLC 660.01%0.02%0.02%Q1 2017Q2 20186
ROWLAND CARMICHAEL ADVISORS INC /ADV 310.09%0.78%3.54%Q4 2017Q4 20206
Black Maple Capital Management LP 410.14%0.61%1.13%Q3 2021Q3 20236
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 662.98%4.24%4.89%Q2 2017Q3 20186
LGL PARTNERS, LLC 410.10%0.12%0.14%Q2 2017Q4 20206
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
Round Table Services, LLC 660.08%1.88%3.02%Q4 2017Q1 20196
Price Wealth, LLC 660.02%0.02%0.02%Q4 2018Q1 20206
Fiera Capital Corp 510.01%0.01%0.02%Q4 2016Q2 20206
SVB WEALTH LLC 660.00%0.01%0.02%Q3 2019Q4 20206
Miracle Mile Advisors, LLC 210.01%0.14%0.76%Q2 2020Q3 20236
INTEGRAL DERIVATIVES, LLC 210.00%0.02%0.05%Q4 2016Q1 20186
Strategic Wealth Partners, Ltd. 660.00%0.00%0.01%Q4 2017Q1 20196
Tamar Securities, LLC 410.87%0.98%1.09%Q2 2020Q3 20226
Y-Intercept (Hong Kong) Ltd 310.02%0.12%0.30%Q3 2021Q3 20236
AGF Investments LLC 420.00%0.00%0.00%Q1 2018Q4 20196
Financial Gravity Asset Management, Inc. 310.00%0.01%0.03%Q1 2018Q4 20206
CCM INVESTMENT ADVISERS LLC 660.04%0.05%0.07%Q4 2016Q1 20186
Avestar Capital, LLC 660.07%0.53%1.18%Q1 2018Q2 20196
AXS Investments LLC 660.00%0.12%0.23%Q2 2022Q3 20236
Capital Asset Advisory Services LLC 510.00%0.00%0.00%Q4 2020Q2 20226
Elmwood Wealth Management, Inc. 210.04%0.34%1.52%Q4 2019Q4 20216
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.00%Q2 2021Q3 20226
MEITAV INVESTMENT HOUSE LTD 660.01%0.02%0.03%Q1 2022Q2 20236
KESTRA PRIVATE WEALTH SERVICES, LLC 510.01%0.01%0.02%Q1 2021Q3 20236
Neuberger Berman Group LLC 220.00%0.00%0.00%Q4 2017Q3 20236
Bellecapital International Ltd. 660.29%0.97%1.96%Q4 2016Q1 20186
Cordasco Financial Network 510.00%0.02%0.03%Q2 2018Q3 20216
Evercore Wealth Management, LLC 510.00%0.00%0.01%Q4 2016Q1 20216
Prime Capital Investment Advisors, LLC 420.13%0.33%0.52%Q4 2017Q3 20236
Barrett Asset Management, LLC 660.00%0.00%0.00%Q4 2018Q1 20206
Hudock, Inc. 660.01%0.01%0.01%Q4 2016Q1 20186
Financial Advocates Investment Management 410.02%0.05%0.15%Q4 2019Q4 20226
Azimuth Capital Investment Management LLC 660.35%0.41%0.54%Q2 2022Q3 20236
STUYVESANT CAPITAL MANAGEMENT 662.35%2.53%2.80%Q3 2017Q4 20186
PrairieView Partners, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
VERITY Wealth Advisors 660.19%0.21%0.22%Q4 2020Q1 20226
Global Trust Asset Management, LLC 510.10%0.12%0.19%Q4 2017Q4 20196
GRATRY & Co LLC 660.31%2.46%3.12%Q4 2016Q1 20186
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 663.47%3.97%4.44%Q2 2017Q3 20186
LAKE STREET ADVISORS GROUP, LLC 330.02%0.03%0.03%Q4 2017Q1 20216
TIEDEMANN ADVISORS, LLC 310.01%0.03%0.07%Q3 2017Q3 20236
Cougar Global Investments Ltd 660.01%3.36%5.14%Q2 2017Q3 20186
FCA CORP /TX 660.51%0.57%0.64%Q1 2018Q2 20196
Van Hulzen Asset Management, LLC 550.31%0.45%0.60%Q4 2019Q4 20205
FIRST FOUNDATION ADVISORS 550.01%0.02%0.02%Q2 2017Q2 20185
KENFARB & CO. 550.00%0.00%0.00%Q3 2022Q3 20235
Crewe Advisors LLC 550.00%0.02%0.04%Q1 2022Q1 20235
Georgetown University 5518.74%26.77%34.75%Q3 2019Q3 20205
Prisma Capital Partners LP 320.53%0.97%1.37%Q2 2017Q3 20185
STARR INTERNATIONAL CO INC 551.96%2.44%3.25%Q1 2019Q1 20205
Bogart Wealth, LLC 410.00%0.00%0.01%Q3 2018Q1 20215
Weatherstone Capital Management 310.16%0.22%0.30%Q4 2016Q3 20185
Tyler-Stone Wealth Management 320.00%0.00%0.00%Q2 2022Q3 20235
ALLSTATE CORP 550.01%0.13%0.51%Q2 2022Q2 20235
BREMER TRUST NATIONAL ASSOCIATION 550.08%0.09%0.10%Q4 2016Q4 20175
Hudson Bay Capital Management LP 320.03%0.60%1.28%Q4 2018Q3 20235
GREENWOOD CAPITAL ASSOCIATES LLC 320.34%1.12%1.79%Q1 2018Q3 20235
CIDEL ASSET MANAGEMENT INC 410.04%0.05%0.07%Q3 2019Q3 20235
VOLORIDGE INVESTMENT MANAGEMENT, LLC 410.21%0.58%0.85%Q4 2018Q2 20205
Moors & Cabot, Inc. 320.02%0.03%0.03%Q1 2018Q1 20215
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CENTRAL TRUST Co 410.00%0.00%0.00%Q2 2019Q4 20215
Weaver Consulting Group 320.00%0.00%0.00%Q1 2019Q3 20205
Capital Analysts, LLC 410.00%0.00%0.01%Q4 2019Q3 20235
Liberty Capital Management, Inc. 550.00%0.00%0.00%Q4 2016Q4 20175
BB&T INVESTMENT SERVICES, INC. 550.00%0.02%0.10%Q4 2016Q4 20175
Colonial Trust Co / SC 550.06%0.07%0.08%Q3 2022Q3 20235
NATIXIS 320.00%0.01%0.04%Q1 2018Q2 20195
Fernwood Investment Management, LLC 550.08%0.08%0.09%Q1 2021Q1 20225
PHILADELPHIA TRUST CO 550.09%0.10%0.11%Q1 2022Q1 20235
WASHINGTON TRUST BANK 550.00%0.00%0.00%Q1 2018Q1 20195
MYCIO WEALTH PARTNERS, LLC 320.00%0.03%0.05%Q2 2018Q4 20195
Professional Financial Advisors, LLC 410.00%0.15%0.27%Q4 2019Q3 20215
Lido Advisors, LLC 410.01%0.03%0.10%Q4 2016Q4 20195
Pinnacle Wealth Management Advisory Group, LLC 320.11%0.12%0.14%Q4 2017Q2 20195
Private Wealth Advisors, LLC 410.02%0.13%0.18%Q4 2018Q2 20225
CenterStar Asset Management, LLC 210.00%0.24%0.73%Q3 2018Q3 20195
VIRIDIAN RIA, LLC 320.09%0.11%0.12%Q4 2020Q1 20225
PARTNERS CAPITAL INVESTMENT GROUP, LLP 320.05%0.12%0.17%Q3 2019Q3 20235
CAMBRIDGE TRUST CO 550.01%0.01%0.01%Q2 2021Q2 20225
Clearshares LLC 551.04%1.26%1.58%Q4 2017Q4 20185
BERKSHIRE ASSET MANAGEMENT LLC/PA 320.02%0.03%0.03%Q2 2022Q3 20235
First PREMIER Bank 550.02%0.03%0.03%Q4 2017Q4 20185
Capula Management Ltd 310.02%0.19%0.39%Q2 2020Q3 20235
VALLEY WEALTH MANAGERS, INC. 550.03%0.07%0.11%Q1 2019Q1 20205
Financial Engines Advisors L.L.C. 320.00%0.00%0.00%Q1 2018Q2 20225
Wagner Wealth Management, LLC 320.00%0.00%0.00%Q1 2018Q3 20225
Assured Investment Management LLC 410.17%0.72%1.08%Q1 2017Q4 20185
Aspire Private Capital, LLC 550.01%0.01%0.01%Q4 2018Q4 20195
Focused Wealth Management, Inc 210.00%0.01%0.01%Q2 2018Q3 20235
Fusion Family Wealth LLC 550.00%0.00%0.00%Q4 2016Q4 20175
Olympiad Research LP 550.16%0.79%2.15%Q1 2021Q1 20225
Humankind Investments LLC 551.72%2.55%4.40%Q4 2020Q4 20215
Stratos Wealth Advisors, LLC 210.12%0.22%0.31%Q4 2020Q3 20235
COOKSON PEIRCE & CO INC 410.02%0.02%0.03%Q1 2018Q1 20215
PEAK6 Group LLC 330.00%0.03%0.05%Q2 2017Q4 20175
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Polaris Wealth Advisory Group, LLC 550.18%0.20%0.24%Q3 2022Q3 20235
ROCKEFELLER FINANCIAL SERVICES INC 550.01%0.05%0.18%Q4 2016Q4 20175
Live Your Vision, LLC 550.00%0.01%0.02%Q2 2017Q2 20185
Exchange Capital Management, Inc. 550.00%0.00%0.01%Q4 2016Q4 20175
Edmonds Duncan Registered Investment Advisors, LLC 550.11%0.12%0.14%Q4 2018Q4 20195
Capricorn Fund Managers Ltd 325.17%6.02%8.30%Q4 2021Q1 20235
Brookstone Capital Management 210.01%0.02%0.03%Q4 2019Q3 20235
AMERICAN NATIONAL BANK 550.04%0.04%0.04%Q3 2022Q3 20235
MURPHY CAPITAL MANAGEMENT INC 550.14%0.29%0.41%Q1 2018Q1 20195
REGENTATLANTIC CAPITAL LLC 410.01%0.01%0.01%Q4 2020Q3 20225
Windsor Creek Advisors, LLC 550.18%0.42%0.52%Q4 2020Q4 20215
MAI Capital Management 410.01%0.01%0.01%Q4 2021Q3 20235
Eudaimonia Partners, LLC 550.01%0.02%0.02%Q1 2020Q1 20215
EHP Funds Inc. 550.14%0.50%0.94%Q3 2022Q3 20235
Avion Wealth 320.00%0.00%0.00%Q2 2022Q3 20235
NorthCoast Asset Management LLC 550.06%0.28%0.50%Q3 2020Q3 20215
Wunderlich Capital Managemnt 440.18%0.18%0.19%Q4 2022Q3 20234
NWAM LLC 310.02%0.15%0.41%Q4 2021Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 440.00%0.15%0.31%Q4 2017Q3 20184
Private Advisory Group LLC 440.35%0.41%0.47%Q2 2018Q1 20194
Clark Capital Management Group, Inc. 210.04%0.08%0.13%Q4 2016Q2 20184
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Patten Group, Inc. 440.00%0.01%0.01%Q1 2018Q4 20184
Valence8 US LP 443.90%6.34%7.86%Q4 2022Q3 20234
Arete Wealth Advisors, LLC 220.02%0.05%0.08%Q2 2018Q1 20234
MARVIN & PALMER ASSOCIATES INC 220.81%1.86%4.60%Q4 2020Q3 20234
ROPES WEALTH ADVISORS LLC 440.01%0.01%0.02%Q4 2018Q3 20194
AVAII WEALTH MANAGEMENT, LLC 220.24%0.32%0.37%Q4 2021Q3 20234
Manifold Partners, LLC 444.99%7.62%9.37%Q4 2017Q3 20184
Corient Private Wealth LLC 440.01%0.02%0.02%Q4 2022Q3 20234
EQUITABLE TRUST CO 440.06%0.12%0.27%Q4 2021Q3 20224
CONGRESS ASSET MANAGEMENT CO /MA 440.00%0.01%0.01%Q3 2016Q2 20174
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 210.01%0.10%0.20%Q3 2017Q1 20214
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q1 2021Q4 20214
Golden State Wealth Management, LLC 310.02%0.03%0.04%Q1 2019Q1 20204
Ahrens Investment Partners LLC 310.00%0.07%0.18%Q4 2021Q1 20234
Perigon Wealth Management, LLC 220.02%0.04%0.05%Q4 2020Q3 20234
OAK HARBOR WEALTH PARTNERS, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Avidian Wealth Solutions, LLC 310.03%1.49%2.37%Q3 2019Q4 20224
Sunesis Advisors, LLC 441.11%1.15%1.20%Q1 2022Q4 20224
Weil Company, Inc. 440.46%0.52%0.61%Q4 2022Q3 20234
K2 PRINCIPAL FUND, L.P. 330.06%0.24%0.36%Q4 2020Q2 20214
Commonwealth Equity Services, Inc 440.01%0.02%0.03%Q4 2016Q3 20174
Glovista Investments LLC 440.60%0.79%0.90%Q4 2016Q3 20174
ExodusPoint Capital Management, LP 210.00%0.03%0.08%Q3 2019Q3 20214
4Thought Financial Group Inc. 440.02%0.04%0.04%Q2 2022Q1 20234
Mill Creek Capital Advisors, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 220.04%0.07%0.11%Q1 2018Q1 20214
Columbus Macro, LLC 210.16%0.41%0.88%Q1 2018Q1 20214
FourThought Financial, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Oasis Management Co Ltd. 220.03%3.92%7.84%Q2 2020Q3 20214
LaSalle St. Investment Advisors, LLC 440.10%1.28%2.12%Q4 2022Q3 20234
XL Group Investments Ltd 444.50%5.69%6.96%Q4 2016Q3 20174
Glaxis Capital Management, LLC 211.05%3.54%7.03%Q3 2019Q2 20234
Integris Wealth Management, LLC 440.13%0.14%0.15%Q4 2022Q3 20234
Alaska Wealth Advisors 310.00%0.20%0.80%Q1 2022Q3 20234
Permanens Capital L.P. 310.00%5.78%10.82%Q2 2019Q3 20234
CASTLEARK MANAGEMENT LLC 440.62%0.96%1.28%Q4 2022Q3 20234
Winfield Associates, Inc. 440.07%0.08%0.09%Q1 2021Q4 20214
Surevest, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
WMS Partners, LLC 220.03%0.04%0.05%Q1 2021Q3 20234
Homrich & Berg 440.01%0.04%0.10%Q1 2018Q4 20184
Parisi Gray Wealth Management 440.00%0.00%0.00%Q2 2018Q1 20194
Danda Trouve Investment Management, Inc. 440.01%0.33%1.28%Q3 2020Q2 20214
Miller Investment Management, LP 443.84%3.90%3.98%Q4 2022Q3 20234
LFA - Lugano Financial Advisors SA 310.01%0.02%0.04%Q2 2018Q3 20234
NATIONAL PLANNING CORP 440.02%0.02%0.02%Q4 2016Q3 20174
REBALANCE, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
BARING ASSET MANAGEMENT Ltd 440.09%0.17%0.26%Q4 2016Q3 20174
Kingfisher Capital LLC 441.20%1.28%1.35%Q4 2022Q3 20234
Claraphi Advisory Network, LLC 310.00%0.21%0.34%Q4 2017Q3 20194
EVOKE WEALTH, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Raab & Moskowitz Asset Management LLC 210.00%0.12%0.37%Q3 2018Q3 20234
MONTAG A & ASSOCIATES INC 310.00%0.00%0.00%Q1 2021Q3 20234
Polar Asset Management Partners Inc. 210.00%0.01%0.01%Q2 2019Q1 20224
Perennial Advisors, LLC 220.02%0.02%0.02%Q2 2018Q2 20214
Maven Securities LTD 210.01%0.04%0.13%Q4 2020Q3 20224
MGO ONE SEVEN LLC 210.01%0.04%0.08%Q4 2017Q3 20234
Arrow Investment Advisors, LLC 214.65%5.40%6.10%Q4 2016Q4 20194
GM Advisory Group, LLC 440.08%0.09%0.09%Q4 2017Q3 20184
UMB Bank, n.a. 440.00%0.00%0.00%Q4 2021Q3 20224
TRUE Private Wealth Advisors 440.02%2.93%4.24%Q4 2017Q3 20184
Cedar Brook Financial Partners, LLC 310.09%0.11%0.13%Q4 2018Q4 20194
Integrated Advisors Network LLC 220.02%0.02%0.03%Q4 2020Q3 20234
Krilogy Financial LLC 210.00%0.31%1.23%Q4 2016Q1 20204
THOMPSON DAVIS & CO., INC. 440.04%0.04%0.05%Q4 2016Q3 20174
Herr Investment Group LLC 210.21%3.81%8.89%Q4 2022Q3 20234
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.00%0.01%0.01%Q4 2017Q3 20184
Altavista Wealth Management, Inc. 440.15%0.20%0.24%Q3 2016Q2 20174
Horan Securities, Inc. 440.00%0.00%0.00%Q3 2022Q2 20234
Snowden Capital Advisors LLC 310.00%0.00%0.01%Q2 2019Q4 20214
Paloma Partners Management Co 210.01%0.02%0.05%Q4 2016Q4 20194
BAKER TILLY WEALTH MANAGEMENT, LLC 440.26%0.63%1.02%Q4 2020Q3 20214
INSIGNEO ADVISORY SERVICES, LLC 440.54%0.68%0.91%Q4 2022Q3 20234
CAROLINAS WEALTH CONSULTING LLC 310.00%0.00%0.00%Q1 2020Q3 20234
JANICZEK WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Rex Capital Advisors, LLC 441.15%1.31%1.65%Q4 2017Q3 20184
Western Wealth Management, LLC 220.03%0.05%0.08%Q4 2018Q2 20214
Acorn Advisory Capital L.P. 440.40%0.62%1.20%Q4 2017Q3 20184
ETF MANAGERS GROUP, LLC 440.00%0.00%0.00%Q3 2018Q2 20194
Versant Capital Management, Inc 310.00%0.03%0.04%Q4 2015Q1 20194
Ameritas Advisory Services, LLC 210.01%0.01%0.02%Q4 2021Q3 20234
Aspen Grove Capital, LLC 440.45%0.52%0.58%Q4 2022Q3 20234
AXXCESS WEALTH MANAGEMENT, LLC 440.01%0.04%0.07%Q4 2022Q3 20234
BOKF, NA 110.00%0.01%0.01%Q3 2017Q1 20214
Cardan Capital Partners, LLC 310.03%0.03%0.04%Q1 2020Q1 20214
Hirtle Callaghan & Co LLC 440.04%0.04%0.04%Q2 2019Q1 20204
TD Capital Management LLC 310.00%0.00%0.00%Q1 2017Q2 20194
MA Private Wealth 440.58%0.74%1.08%Q4 2018Q3 20194
Hilltop Partners LLC 440.09%1.41%5.22%Q4 2022Q3 20234
Aperture Investors, LLC 440.35%0.56%0.79%Q1 2021Q4 20214
Coppell Advisory Solutions LLC 440.08%0.12%0.15%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.03%0.05%0.12%Q4 2018Q3 20234
CANADA PENSION PLAN INVESTMENT BOARD 310.01%0.04%0.08%Q4 2017Q1 20194
Darwin Wealth Management, LLC 440.37%0.56%0.81%Q1 2017Q4 20174
PEAK6 Investments LLC 110.01%0.02%0.03%Q3 2021Q3 20213
Truepoint, Inc. 330.01%0.01%0.02%Q2 2022Q4 20223
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2018Q2 20203
Bricktown Capital, LLC 330.08%0.31%0.72%Q1 2023Q3 20233
Berkeley Capital Partners, LLC 332.38%2.55%2.71%Q4 2020Q2 20213
Keebeck Wealth Management, LLC 330.02%0.25%0.37%Q4 2019Q2 20203
Hefty Wealth Partners 210.00%0.37%0.56%Q2 2017Q1 20183
Ausdal Financial Partners, Inc. 210.22%0.33%0.43%Q4 2017Q3 20183
West Financial Advisors, LLC 330.00%0.00%0.01%Q4 2021Q2 20223
Brown Advisory Securities, LLC 330.06%0.15%0.20%Q1 2018Q3 20183
Deane Retirement Strategies, Inc. 210.98%1.63%2.02%Q4 2020Q4 20223
Point72 Asset Management, L.P. 110.00%0.01%0.01%Q3 2020Q4 20223
Regency Capital Management Inc.\DE 330.07%1.25%2.02%Q1 2021Q3 20213
Kemnay Advisory Services Inc. 336.14%6.68%7.34%Q4 2020Q2 20213
PICTON MAHONEY ASSET MANAGEMENT 330.00%0.00%0.00%Q4 2018Q2 20193
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Conrad N. Hilton Foundation 338.50%9.47%10.68%Q4 2017Q2 20183
Omnia Family Wealth, LLC 210.00%0.95%2.86%Q4 2018Q3 20233
Canton Hathaway, LLC 330.01%0.01%0.01%Q3 2018Q1 20193
Greenwich Wealth Management LLC 210.04%0.04%0.04%Q2 2018Q1 20193
Hightower 6M Holding, LLC 331.07%1.09%1.10%Q1 2022Q3 20223
NovaPoint Capital, LLC 210.12%0.14%0.16%Q4 2019Q4 20203
Apriem Advisors 210.01%0.01%0.02%Q4 2016Q2 20183
Destination Wealth Management 330.00%0.01%0.03%Q1 2018Q3 20183
Providence First Trust Co 331.10%1.33%1.51%Q4 2019Q2 20203
MBL Wealth, LLC 210.21%0.49%0.64%Q4 2020Q3 20233
Bruderman Asset Management, LLC 210.00%0.00%0.00%Q2 2017Q1 20193
UNITED SERVICES AUTOMOBILE ASSOCIATION 330.01%0.04%0.07%Q1 2018Q3 20183
Catamount Wealth Management 210.00%0.00%0.00%Q4 2016Q1 20193
Cornerstone Wealth Management, LLC 210.01%0.02%0.03%Q2 2018Q1 20213
Ellevest, Inc. 210.00%0.00%0.00%Q1 2020Q2 20213
F3Logic, LLC 330.07%0.13%0.17%Q4 2018Q2 20193
tru Independence LLC 110.01%0.03%0.05%Q4 2019Q2 20213
FDO Partners, LLC 330.37%2.23%4.71%Q2 2017Q4 20173
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 330.02%0.02%0.03%Q1 2018Q3 20183
MILLER VALUE PARTNERS, LLC 330.04%0.04%0.04%Q4 2017Q2 20183
OLD NATIONAL BANCORP /IN/ 330.02%0.03%0.03%Q2 2018Q4 20183
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Clearstead Advisors, LLC 210.00%0.00%0.00%Q2 2022Q3 20233
Avantax Planning Partners, Inc. 210.01%0.01%0.02%Q4 2017Q3 20183
JGP Wealth Management, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.01%0.14%0.24%Q1 2021Q3 20223
Aevitas Wealth Management, Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
TRUEWEALTH LLC 210.01%0.01%0.02%Q2 2018Q1 20193
INVESTMENT HOUSE LLC 210.03%0.03%0.03%Q2 2018Q4 20193
Avior Wealth Management, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Haverford Trust Co 330.04%0.04%0.05%Q3 2017Q1 20183
Virtu KCG Holdings LLC 330.01%0.05%0.11%Q4 2016Q2 20173
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 210.00%0.00%0.01%Q4 2021Q3 20233
Man Group plc 210.00%0.01%0.03%Q1 2018Q1 20213
Graham Capital Management, L.P. 220.07%0.19%0.40%Q1 2017Q2 20173
CENTAURUS FINANCIAL, INC. 210.02%0.06%0.08%Q2 2018Q2 20233
Black Swift Group, LLC 210.44%0.84%1.38%Q3 2018Q3 20213
WealthTrust-Arizona, LLC 330.00%0.11%0.17%Q4 2017Q2 20183
H&H Retirement Design & Management INC 330.28%0.31%0.33%Q2 2022Q4 20223
Biltmore Family Office, LLC 210.00%0.03%0.09%Q4 2019Q4 20213
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
WEXFORD CAPITAL LP 110.04%0.26%0.60%Q1 2018Q2 20223
LANDAAS & CO /WI /ADV 210.00%0.00%0.00%Q3 2017Q2 20183
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
Washington Trust Advisors, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
Close Asset Management Ltd 330.00%0.00%0.00%Q1 2018Q3 20183
Sage Mountain Advisors LLC 330.01%0.01%0.01%Q4 2022Q2 20233
RFG Advisory, LLC 110.03%0.08%0.12%Q1 2018Q3 20233
SOLARIS ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q2 2017Q4 20173
Vident Investment Advisory, LLC 210.01%0.03%0.07%Q2 2020Q2 20233
LINCOLN NATIONAL CORP 110.01%0.01%0.03%Q4 2017Q3 20233
PINNACLE FINANCIAL PARTNERS INC 210.02%0.02%0.02%Q4 2017Q3 20183
Cable Hill Partners, LLC 330.00%0.00%0.00%Q1 2017Q3 20173
WBH ADVISORY INC 330.03%0.13%0.28%Q3 2021Q1 20223
CREATIVE FINANCIAL DESIGNS INC /ADV 210.00%0.00%0.01%Q4 2016Q2 20213
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.01%0.02%Q1 2020Q4 20203
IFG Advisory, LLC 211.08%1.20%1.42%Q1 2018Q1 20193
New Republic Capital, LLC 330.04%0.06%0.09%Q4 2022Q2 20233
MOODY LYNN & LIEBERSON, LLC 110.35%0.48%0.57%Q3 2018Q2 20233
WESCAP Management Group, Inc. 331.20%1.24%1.27%Q1 2023Q3 20233
REDMONT WEALTH ADVISORS LLC 330.64%0.67%0.72%Q1 2023Q3 20233
DELTEC ASSET MANAGEMENT LLC 210.10%0.81%1.50%Q1 2021Q2 20233
Consolidated Portfolio Review Corp 330.10%0.24%0.38%Q1 2023Q3 20233
Sage Advisory Services, Ltd.Co. 332.12%2.82%3.30%Q4 2017Q2 20183
Sageworth Trust Co 330.05%0.05%0.05%Q4 2016Q2 20173
Activest Wealth Management 210.00%0.00%0.01%Q3 2022Q3 20233
Financial Gravity Companies, Inc. 210.00%0.01%0.01%Q4 2017Q4 20183
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
HANSEATIC MANAGEMENT SERVICES INC 330.01%0.01%0.01%Q3 2018Q1 20193
Aveo Capital Partners, LLC 110.08%0.09%0.11%Q4 2016Q3 20233
IAG Wealth Partners, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 210.12%0.16%0.25%Q4 2021Q1 20233
STEPHENS INC /AR/ 330.01%0.02%0.02%Q2 2018Q4 20183
Pathway Financial Advisors LLC 330.00%0.00%0.00%Q4 2017Q2 20183
SG3 Management, LLC 220.06%0.45%0.75%Q1 2020Q2 20203
Atom Investors LP 210.05%0.43%1.12%Q4 2018Q4 20213
Dorsey Wright & Associates 210.77%1.21%1.98%Q4 2016Q1 20183
CVA Family Office, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Stadion Money Management, LLC 110.91%1.03%1.15%Q1 2019Q4 20203
Lumature Wealth Partners, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
CenterStar Fund, LLC 110.08%0.29%0.62%Q4 2016Q4 20163
J.W. COLE ADVISORS, INC. 210.04%0.05%0.06%Q4 2020Q3 20233
Shay Capital LLC 110.00%0.06%0.10%Q1 2022Q2 20233
AlphaCore Capital LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Fortis Group Advisors, LLC 210.00%0.93%2.80%Q3 2020Q3 20233
OXFORD ASSET MANAGEMENT LLP 330.07%0.09%0.13%Q1 2017Q3 20173
Donoghue Forlines LLC 331.00%1.35%1.60%Q4 2017Q2 20183
Worth Asset Management, LLC 330.23%0.79%1.19%Q1 2023Q3 20233
Onyx Bridge Wealth Group LLC 331.86%1.99%2.16%Q2 2022Q4 20223
Sterling Financial Planning, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
GTS SECURITIES LLC 220.01%0.08%0.22%Q2 2023Q3 20233
TWO SIGMA ADVISERS, LP 330.00%0.01%0.02%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
FARR MILLER & WASHINGTON LLC/DC 330.02%0.02%0.02%Q1 2021Q3 20213
WFG Advisors, LP 330.01%0.01%0.01%Q4 2016Q2 20173
RED CEDAR INVESTMENT MANAGEMENT, LLC 334.36%4.44%4.52%Q1 2023Q3 20233
Gruss & Co., LLC 210.88%2.96%6.75%Q1 2018Q2 20233
LOOMIS SAYLES & CO L P 210.00%0.00%0.00%Q1 2019Q2 20233
PDT Partners, LLC 330.15%0.17%0.19%Q4 2016Q2 20173
Peregrine Asset Advisers, Inc. 330.17%1.44%2.42%Q3 2021Q1 20223
Acorn Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Ackerman Capital Advisors, LLC 212.48%2.54%2.57%Q2 2017Q1 20183
InterOcean Capital, LLC 330.07%0.07%0.07%Q4 2017Q2 20183
BTG Pactual Global Asset Management Ltd 110.07%0.32%0.60%Q3 2021Q3 20213
Jaffetilchin Investment Partners, LLC 210.02%0.11%0.15%Q1 2019Q1 20213
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 210.00%0.01%0.01%Q3 2020Q3 20233
Headlands Technologies LLC 330.00%0.31%0.58%Q1 2023Q3 20233
Vantage Investment Advisors, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
55I, LLC 210.01%0.34%0.53%Q3 2019Q3 20213
Main Street Financial Solutions, LLC 330.04%0.06%0.06%Q4 2021Q2 20223
CHANNEL WEALTH LLC 330.75%0.82%0.90%Q1 2023Q3 20233
Carnegie Capital Asset Management, LLC 330.11%0.12%0.14%Q1 2023Q3 20233
FIDUCIARY TRUST INTERNATIONAL LLC 210.00%0.10%0.16%Q4 2016Q4 20183
First Capital Advisors Group, LLC. 210.02%0.30%0.46%Q1 2018Q4 20223
OPTIMUM INVESTMENT ADVISORS 210.00%0.02%0.04%Q1 2018Q1 20223
Peak Capital Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Total Clarity Wealth Management, Inc. 210.00%0.00%0.01%Q3 2021Q2 20223
Kovack Advisors, Inc. 330.05%0.05%0.05%Q3 2019Q1 20203
Ameliora Wealth Management Ltd. 330.24%0.31%0.43%Q1 2023Q3 20233
NATIXIS ADVISORS, L.P. 210.02%0.02%0.03%Q4 2016Q1 20183
IBERIABANK CORP 220.03%0.04%0.04%Q4 2017Q1 20182
Bayesian Capital Management, LP 110.10%0.14%0.18%Q4 2018Q4 20192
Callan Capital, LLC 110.05%0.06%0.06%Q1 2018Q2 20202
Asset Management Advisors, LLC 223.94%4.00%4.06%Q1 2022Q2 20222
Prostatis Group LLC 221.02%1.04%1.06%Q1 2023Q2 20232
BASSO CAPITAL MANAGEMENT, L.P. 220.06%0.13%0.21%Q2 2023Q3 20232
Boundary Creek Advisors LP 220.07%0.10%0.13%Q1 2023Q2 20232
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.01%Q1 2018Q2 20182
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2018Q4 20212
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20192
Tidal Investments LLC 220.02%0.02%0.03%Q2 2023Q3 20232
GDS Wealth Management 220.91%0.92%0.92%Q4 2021Q1 20222
LORD, ABBETT & CO. LLC 220.05%0.05%0.06%Q4 2018Q1 20192
TruWealth Advisors, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Byrne Asset Management LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Force Capital Management LLC 220.70%0.71%0.72%Q4 2017Q1 20182
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2018Q3 20232
Idaho Trust Bank 223.02%3.03%3.04%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
V Wealth Advisors LLC 110.01%0.14%0.27%Q4 2016Q2 20172
FNY Partners Fund LP 110.01%0.01%0.01%Q1 2018Q1 20182
Bach Option Ltd 220.40%0.49%0.58%Q3 2018Q4 20182
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q3 20182
Engrave Wealth Partners LLC 220.00%0.00%0.00%Q4 2019Q1 20202
OPPENHEIMER ASSET MANAGEMENT INC. 220.01%0.01%0.02%Q1 2018Q2 20182
Pasadena Private Wealth, LLC 221.50%1.57%1.64%Q1 2021Q2 20212
WESPAC Advisors, LLC 220.94%0.99%1.05%Q2 2023Q3 20232
LMR Partners LLP 110.07%0.10%0.12%Q2 2018Q2 20232
Halpern Financial, Inc. 110.00%0.01%0.01%Q2 2021Q2 20222
Axiom Investment Management LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Global Wealth Management Investment Advisory, Inc. 110.00%0.01%0.01%Q1 2021Q1 20222
Progeny 3, Inc. 220.63%0.65%0.67%Q4 2017Q1 20182
KMG FIDUCIARY PARTNERS, LLC 220.08%0.09%0.09%Q4 2018Q1 20192
Hollow Brook Wealth Management LLC 222.48%3.27%4.06%Q4 2017Q1 20182
Summit Rock Advisors, LP 2229.36%42.45%55.55%Q4 2018Q1 20192
FIRST HORIZON CORP 220.00%0.00%0.00%Q3 2020Q4 20202
BigSur Wealth Management LLC 110.03%0.07%0.11%Q1 2021Q4 20222
Alpine Global Management, LLC 110.12%0.20%0.29%Q4 2017Q1 20232
Northwest Capital Management Inc 220.00%0.00%0.01%Q2 2023Q3 20232
American Financial Network Advisory Services LLC 220.00%0.01%0.02%Q3 2017Q4 20172
Highview Capital Management LLC/DE/ 221.46%1.48%1.51%Q2 2023Q3 20232
Windhaven Investment Management, Inc. 222.56%2.58%2.59%Q4 2017Q1 20182
PhaseCapital LP 220.06%4.08%8.09%Q1 2018Q2 20182
Royal Fund Management, LLC 110.00%0.00%0.00%Q4 2017Q3 20182
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q3 20232
D.B. Root & Company, LLC 220.20%0.22%0.24%Q1 2018Q2 20182
FWL INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2022Q3 20232
Berman Capital Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
WHITTIER TRUST CO OF NEVADA INC 110.00%0.01%0.01%Q4 2016Q4 20182
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 220.49%0.54%0.59%Q2 2023Q3 20232
Taconic Capital Advisors LP 110.02%0.03%0.04%Q3 2022Q3 20232
NVWM, LLC 220.01%0.01%0.02%Q1 2022Q2 20222
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 220.10%0.10%0.10%Q2 2023Q3 20232
17 CAPITAL PARTNERS, LLC 220.19%0.20%0.20%Q2 2021Q3 20212
Certified Advisory Corp 220.00%0.00%0.01%Q1 2018Q2 20182
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q3 2019Q4 20202
PT ASSET MANAGEMENT, LLC 110.07%0.15%0.24%Q4 2016Q4 20162
Cullen Capital Management, LLC 220.00%0.01%0.02%Q3 2022Q4 20222
SAXON INTERESTS, INC. 221.52%1.56%1.59%Q1 2023Q2 20232
Grantham, Mayo, Van Otterloo & Co. LLC 220.05%0.05%0.06%Q2 2023Q3 20232
NSI Retail Advisors, LLC 223.97%4.43%4.89%Q2 2023Q3 20232
Farmers National Bank 220.00%0.00%0.00%Q1 2019Q2 20192
HARDING LOEVNER LP 110.00%0.00%0.00%Q4 2016Q4 20172
RITHOLTZ WEALTH MANAGEMENT 110.04%0.05%0.06%Q4 2017Q1 20192
Guild Investment Management, Inc. 223.05%3.18%3.31%Q1 2021Q2 20212
Tarbox Family Office, Inc. 220.00%0.00%0.00%Q2 2019Q3 20192
JANUS HENDERSON INVESTORS US LLC 220.00%0.00%0.00%Q4 2016Q1 20172
BRYN MAWR TRUST Co 220.04%0.04%0.04%Q2 2023Q3 20232
HANCOCK WHITNEY CORP 220.01%0.01%0.01%Q1 2017Q2 20172
Caprock Group, LLC 220.08%0.08%0.09%Q2 2023Q3 20232
Summit Wealth Group, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
WestEnd Advisors, LLC 110.00%0.00%0.01%Q2 2022Q3 20232
SPX Gestao de Recursos Ltda 112.04%4.74%7.45%Q4 2017Q3 20232
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
Russell Investments Group, Ltd. 110.00%0.00%0.01%Q4 2016Q3 20232
Coastline Trust Co 220.71%0.93%1.14%Q2 2023Q3 20232
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Freedman Financial Associates, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
Cribstone Capital Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Baldwin Investment Management, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
AIA International Ltd 220.20%0.20%0.20%Q4 2017Q1 20182
Nikulski Financial, Inc. 220.36%0.44%0.52%Q4 2017Q1 20182
Providence Capital Advisors, LLC 110.00%0.00%0.01%Q4 2017Q2 20212
Harvest Fund Management Co., Ltd 220.01%0.01%0.01%Q1 2018Q2 20182
SILVERLAKE WEALTH MANAGEMENT LLC 220.16%0.21%0.27%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.01%Q4 2021Q1 20222
Independent Portfolio Consultants, Inc. 220.03%0.07%0.12%Q1 2017Q2 20172
Fullerton Fund Management Co Ltd. 220.89%0.95%1.00%Q3 2022Q4 20222
WealthBridge Capital Management, LLC 220.02%0.03%0.03%Q4 2018Q1 20192
Palo Capital, Inc. 220.08%0.08%0.08%Q1 2018Q2 20182
NORTHWESTERN UNIVERSITY 2230.17%36.49%42.82%Q4 2017Q1 20182
RiverGlades Family Offices LLC 220.70%0.70%0.71%Q1 2018Q2 20182
Advocacy Wealth Management Services, LLC 220.00%0.02%0.03%Q3 2018Q4 20182
Grey Fox Wealth Advisors, LLC 220.01%0.01%0.02%Q4 2022Q1 20232
MCKINLEY CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2017Q3 20172
SECURITY NATIONAL TRUST CO 110.00%0.00%0.00%Q4 2017Q2 20182
COUNTRY TRUST BANK 110.00%0.00%0.00%Q4 2018Q2 20212
Grandeur Peak Global Advisors, LLC 220.17%0.24%0.30%Q3 2016Q4 20162
Riggs Asset Managment Co. Inc. 221.93%1.94%1.96%Q2 2023Q3 20232
Quent Capital, LLC 220.03%0.04%0.04%Q4 2021Q1 20222
ASPIRIANT, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
OXFORD FINANCIAL GROUP, LTD. LLC 110.00%0.00%0.00%Q3 2021Q1 20222
Pacific Sage Partners, LLC 221.49%1.50%1.50%Q2 2023Q3 20232
NKCFO LLC 220.07%0.07%0.07%Q4 2020Q1 20212
ING GROEP NV 220.01%0.01%0.01%Q4 2016Q1 20172
Coppell Advisory Solutions Corp. 220.11%0.13%0.15%Q4 2022Q1 20232
Edgemoor Investment Advisors, Inc. 220.03%0.03%0.03%Q4 2016Q1 20172
Cardinal Strategic Wealth Guidance 220.00%0.00%0.00%Q2 2022Q3 20222
Camelot Portfolios, LLC 220.17%0.20%0.23%Q1 2020Q2 20202
Wealth Quarterback LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Advisor Resource Council 220.23%0.25%0.26%Q2 2023Q3 20232
Ionic Capital Management LLC 110.00%0.01%0.01%Q4 2017Q4 20172
High Net Worth Advisory Group LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Ridgewood Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Occidental Asset Management, LLC 220.10%0.10%0.11%Q3 2021Q4 20212
iA Global Asset Management Inc. 220.03%0.04%0.05%Q2 2023Q3 20232
Madison Asset Management, LLC 220.04%0.04%0.04%Q4 2019Q1 20202
SEGALL BRYANT & HAMILL, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
SpiderRock Advisors, LLC 110.03%0.06%0.08%Q1 2017Q1 20172
EAGLE GLOBAL ADVISORS LLC 220.01%0.01%0.01%Q4 2016Q1 20172
All Season Financial Advisors, Inc. 110.57%0.97%1.37%Q2 2021Q2 20232
Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2017Q2 20172
HARBOR CAPITAL ADVISORS, INC. 220.04%0.05%0.05%Q3 2023Q4 20232
Maltin Wealth Management, Inc. 220.14%0.15%0.16%Q1 2021Q2 20212
Apollon Wealth Management, LLC 220.25%0.33%0.41%Q4 2020Q1 20212
YALE UNIVERSITY 221.30%1.55%1.81%Q4 2021Q1 20222
Barry Investment Advisors, LLC 220.08%0.09%0.09%Q2 2023Q3 20232
VOYA INVESTMENT MANAGEMENT LLC 110.02%0.38%0.73%Q1 2018Q2 20222
FFT WEALTH MANAGEMENT LLC 220.74%0.75%0.77%Q1 2017Q2 20172
PFG Advisors 110.02%0.03%0.04%Q1 2022Q2 20232
WNY Asset Management, LLC 220.11%0.11%0.12%Q2 2023Q3 20232
Knollwood Investment Advisory, LLC 222.20%3.12%4.03%Q1 2023Q2 20232
ALBION FINANCIAL GROUP /UT 110.02%0.02%0.03%Q4 2020Q2 20212
Watermark Asset Management, Inc. 110.00%0.01%0.01%Q2 2018Q4 20182
Moloney Securities Asset Management, LLC 220.11%0.11%0.12%Q1 2018Q2 20182
Willingdon Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20192
Quintet Private Bank (Europe) S.A. 110.10%0.10%0.11%Q1 2023Q3 20232
OAK FAMILY ADVISORS, LLC 221.65%1.94%2.24%Q2 2023Q3 20232
CSM Advisors, LLC 221.79%1.90%2.01%Q2 2023Q3 20232
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Spectrum Asset Management, Inc. (NB/CA) 220.26%0.27%0.28%Q2 2020Q3 20202
HAZLETT, BURT & WATSON, INC. 220.04%0.04%0.04%Q2 2023Q3 20232
NEIRG Wealth Management, LLC 110.00%0.62%1.25%Q2 2023Q2 20232
IAM Advisory, LLC 220.07%0.07%0.07%Q2 2023Q3 20232
Veracity Capital LLC 220.07%0.11%0.14%Q4 2019Q1 20202
QCM Cayman, Ltd. 110.75%1.98%3.21%Q2 2020Q3 20212
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
GUARDIAN WEALTH ADVISORS, LLC / NC 220.03%0.03%0.03%Q4 2021Q1 20222
Matrix Trust Co 220.63%0.90%1.18%Q2 2023Q3 20232
Altshuler Shaham Ltd 220.00%0.02%0.04%Q2 2021Q3 20212
Pinnacle Private Wealth, LLC 220.07%0.07%0.07%Q4 2021Q1 20222
MCF Advisors LLC 220.02%0.02%0.02%Q4 2019Q1 20202
Spot Trading L.L.C 110.06%0.18%0.30%Q4 2016Q4 20162
Lebenthal Asset Management, LLC 220.14%0.14%0.14%Q4 2016Q1 20172
Portfolio Strategies Inc 110.13%4.44%8.75%Q2 2017Q4 20172
PITTENGER & ANDERSON INC 220.15%0.18%0.21%Q2 2023Q3 20232
Calamos Advisors LLC 110.07%0.13%0.19%Q4 2020Q3 20212
HighVista Strategies LLC 220.04%0.05%0.05%Q4 2016Q1 20172
Keeley-Teton Advisors, LLC 220.02%0.02%0.03%Q4 2021Q1 20222
Genesee Capital Advisors, LLC 221.28%1.29%1.30%Q2 2023Q3 20232
Mosaic Family Wealth, LLC 110.00%0.00%0.00%Q4 2017Q2 20182
Schonfeld Strategic Advisors LLC 110.05%0.06%0.07%Q2 2020Q1 20222
OLD MISSION CAPITAL, LLC 110.53%0.58%0.63%Q4 2016Q4 20202
Kingsview Wealth Management, LLC 110.06%0.06%0.06%Q2 2019Q2 20191
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q3 2020Q3 20201
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 110.10%0.10%0.10%Q4 2016Q4 20161
SCOPIA CAPITAL MANAGEMENT LP 111.99%1.99%1.99%Q4 2016Q4 20161
Hall Kathryn A. 110.46%0.46%0.46%Q1 2023Q1 20231
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Biltmore Capital Advisors LLC 111.58%1.58%1.58%Q4 2018Q4 20181
Alhambra Investment Management LLC 110.90%0.90%0.90%Q2 2020Q2 20201
Aaron Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
CPWM, LLC 110.09%0.09%0.09%Q2 2022Q2 20221
Clarus Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
Dana Investment Advisors, Inc. 110.02%0.02%0.02%Q4 2016Q4 20161
FNY Investment Advisers, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Jolley Asset Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Doman Group, LLC 112.08%2.08%2.08%Q4 2021Q4 20211
MANA Advisors LLC 111.21%1.21%1.21%Q2 2018Q2 20181
Farmers & Merchants Trust Co of Chambersburg PA 110.01%0.01%0.01%Q1 2023Q1 20231
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
AGF MANAGEMENT LTD 110.01%0.01%0.01%Q2 2023Q2 20231
Cypress Capital Management LLC (WY) 110.00%0.00%0.00%Q2 2023Q2 20231
Virtue Capital Management, LLC 110.26%0.26%0.26%Q3 2018Q3 20181
NINE MASTS CAPITAL Ltd 110.03%0.03%0.03%Q4 2016Q4 20161
YorkBridge Wealth Partners, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Financial Advisors Network, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
CALDWELL SUTTER CAPITAL, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
EFG CAPITAL INTERNATIONAL CORP. 110.68%0.68%0.68%Q2 2023Q2 20231
Cavalier Investments, LLC 110.70%0.70%0.70%Q1 2021Q1 20211
AMJ Financial Wealth Management 110.16%0.16%0.16%Q2 2023Q2 20231
Spears Abacus Advisors LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Whitaker-Myers Wealth Managers, LTD. 110.31%0.31%0.31%Q3 2023Q3 20231
Candriam S.C.A. 110.00%0.00%0.00%Q2 2020Q2 20201
CARLSON CAPITAL L P 110.28%0.28%0.28%Q3 2022Q3 20221
FineMark National Bank & Trust 110.00%0.00%0.00%Q4 2016Q4 20161
UBS OCONNOR LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Archford Capital Strategies, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Hunting Hill Global Capital, LLC 111.85%1.85%1.85%Q4 2017Q4 20171
Bell Rock Capital LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Verger Capital Management LLC 111.39%1.39%1.39%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
WASATCH ADVISORS LP 110.02%0.02%0.02%Q4 2022Q4 20221
Symmetry Investments LP 110.18%0.18%0.18%Q2 2023Q2 20231
DUALITY ADVISERS, LP 110.26%0.26%0.26%Q4 2018Q4 20181
McKinley Carter Wealth Services, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
MISSION WEALTH MANAGEMENT, LP 110.02%0.02%0.02%Q4 2019Q4 20191
Nishkama Capital, LLC 113.48%3.48%3.48%Q3 2019Q3 20191
Breakwater Capital Group 110.09%0.09%0.09%Q3 2023Q3 20231
Ninety One North America, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
CONNABLE OFFICE INC 110.03%0.03%0.03%Q4 2022Q4 20221
JANA PARTNERS LLC 110.20%0.20%0.20%Q3 2018Q3 20181
Waratah Capital Advisors Ltd. 110.07%0.07%0.07%Q2 2020Q2 20201
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Michelson Medical Research Foundation, Inc. 110.82%0.82%0.82%Q3 2023Q3 20231
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
CAPITAL ADVISORS INC/OK 110.09%0.09%0.09%Q4 2016Q4 20161
Brouwer & Janachowski, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
NorthRock Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Sterling Investment Advisors, Ltd. 110.02%0.02%0.02%Q1 2018Q1 20181
Firestone Capital Management 110.01%0.01%0.01%Q4 2019Q4 20191
AMP Capital Investors Ltd 110.01%0.01%0.01%Q4 2018Q4 20181
Trikon Asset Management Ltd 1173.55%73.55%73.55%Q2 2022Q2 20221
Daiwa SB Investments Ltd. 110.01%0.01%0.01%Q1 2019Q1 20191
ALTERNA WEALTH MANAGEMENT, INC 110.15%0.15%0.15%Q4 2018Q4 20181
Cornerstone Wealth Group, LLC 112.06%2.06%2.06%Q3 2023Q3 20231
Thomas J. Herzfeld Advisors, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Retirement Planning Group, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Merrion Investment Management Co, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
VISTA FINANCE, LLC 113.35%3.35%3.35%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MIRABELLA FINANCIAL SERVICES LLP 110.03%0.03%0.03%Q1 2022Q1 20221
Naviter Wealth, LLC 111.61%1.61%1.61%Q4 2021Q4 20211
Moneda S.A. Administradora General de Fondos 110.32%0.32%0.32%Q2 2020Q2 20201
GABLES CAPITAL MANAGEMENT INC. 110.01%0.01%0.01%Q3 2023Q3 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
American Trust 110.19%0.19%0.19%Q2 2023Q2 20231
Select Equity Group, L.P. 114.83%4.83%4.83%Q2 2017Q2 20171
Elo Mutual Pension Insurance Co 111.97%1.97%1.97%Q1 2018Q1 20181
BLACKROCK ADVISORS LLC 110.06%0.06%0.06%Q4 2016Q4 20161
Interchange Capital Partners, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Urban Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
BerganKDV Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
LETKO, BROSSEAU & ASSOCIATES INC 110.00%0.00%0.00%Q4 2018Q4 20181
TRUST CO OF OKLAHOMA 110.10%0.10%0.10%Q2 2022Q2 20221
MATHER GROUP, LLC. 110.05%0.05%0.05%Q4 2018Q4 20181
GRIFFIN ASSET MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2019Q2 20191
Burt Wealth Advisors 110.00%0.00%0.00%Q2 2020Q2 20201
INTEGRATED WEALTH COUNSEL, LLC 110.08%0.08%0.08%Q4 2016Q4 20161
TAP Consulting, LLC 110.78%0.78%0.78%Q3 2023Q3 20231
B. Riley Financial, Inc. 110.06%0.06%0.06%Q1 2018Q1 20181
Greystone Financial Group, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Missouri Trust & Investment Co 110.01%0.01%0.01%Q4 2021Q4 20211
Horiko Capital Management LLC 110.27%0.27%0.27%Q4 2018Q4 20181
BT Wealth Management LLC 110.28%0.28%0.28%Q4 2018Q4 20181
Canvas Wealth Advisors, LLC 110.46%0.46%0.46%Q4 2021Q4 20211
First Command Financial Services, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
XR Securities LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Opera Trading Capital 110.00%0.00%0.00%Q1 2018Q1 20181
IMA Wealth, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Clear Perspective Advisors, LLC 110.15%0.15%0.15%Q3 2018Q3 20181
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
FIRST FINANCIAL EQUITY CORPORATION 110.21%0.21%0.21%Q1 2017Q1 20171
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
PRIMORIS WEALTH ADVISORS, LLC 115.55%5.55%5.55%Q3 2023Q3 20231
Simplicity Solutions, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Context Capital Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
CONFLUENCE INVESTMENT MANAGEMENT LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Employees Retirement System of Texas 110.68%0.68%0.68%Q1 2018Q1 20181
Portfolio Strategies, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Corbenic Partners LLC 110.00%0.00%0.00%Q1 2020Q1 20201
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 110.10%0.10%0.10%Q3 2020Q3 20201
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
MSD Partners, L.P. 110.64%0.64%0.64%Q4 2017Q4 20171
Marathon Trading Investment Management LLC 110.16%0.16%0.16%Q1 2017Q1 20171
Baymount Management LP 1113.22%13.22%13.22%Q3 2021Q3 20211
Sterling Manor Financial, LLC 112.02%2.02%2.02%Q4 2020Q4 20201
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.03%0.03%0.03%Q3 2023Q3 20231
Boltwood Capital Management 110.07%0.07%0.07%Q4 2023Q4 20231
VANGUARD GROUP INC 110.00%0.00%0.00%Q4 2019Q4 20191
Filbrandt Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Horizon Kinetics 110.01%0.01%0.01%Q4 2016Q4 20161
Legacy Financial Advisors, Inc. 110.09%0.09%0.09%Q4 2017Q4 20171
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
ARGENTIERE CAPITAL AG 110.24%0.24%0.24%Q4 2016Q4 20161
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Industrial Alliance Investment Management Inc. 110.07%0.07%0.07%Q1 2023Q1 20231
Plan Group Financial, LLC 110.79%0.79%0.79%Q2 2023Q2 20231
S.A. Mason LLC 110.02%0.02%0.02%Q4 2019Q4 20191
MSI Financial Services Inc 110.10%0.10%0.10%Q4 2016Q4 20161
WEST CHESTER CAPITAL ADVISORS, INC 110.24%0.24%0.24%Q1 2018Q1 20181
PARK NATIONAL CORP /OH/ 110.01%0.01%0.01%Q4 2018Q4 20181
Essex Savings Bank 110.00%0.00%0.00%Q2 2019Q2 20191
Polianta Ltd 115.13%5.13%5.13%Q1 2022Q1 20221
L.M. KOHN & COMPANY 110.16%0.16%0.16%Q2 2023Q2 20231
Gleason Group, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
PointState Capital LP 110.70%0.70%0.70%Q3 2021Q3 20211
MKD WEALTH COACHES, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Teza Capital Management LLC 110.05%0.05%0.05%Q1 2021Q1 20211
VisionPoint Advisory Group, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
X-Square Capital, LLC 110.32%0.32%0.32%Q4 2017Q4 20171
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
D L CARLSON INVESTMENT GROUP INC 110.07%0.07%0.07%Q4 2020Q4 20201
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
JONES ROAD CAPITAL MANAGEMENT, L.P. 112.72%2.72%2.72%Q4 2020Q4 20201
Osbon Capital Management LLC 112.23%2.23%2.23%Q2 2019Q2 20191
Liberty Mutual Group Asset Management Inc. 110.51%0.51%0.51%Q1 2022Q1 20221
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Founders Capital Management 110.00%0.00%0.00%Q2 2021Q2 20211
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Kozak & Associates, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Bienville Capital Management, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
BlackRock Group LTD 110.00%0.00%0.00%Q4 2016Q4 20161
ATWOOD & PALMER INC 110.00%0.00%0.00%Q3 2020Q3 20201
Brand Asset Management Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
SCP Investment, LP 110.72%0.72%0.72%Q1 2018Q1 20181
InterOcean Capital Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Sumitomo Mitsui Trust Holdings, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q3 2023Q3 20231
J. Goldman & Co LP 110.02%0.02%0.02%Q3 2021Q3 20211
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 110.00%0.00%0.00%Q4 2018Q4 20181
Gladstone Institutional Advisory LLC 110.04%0.04%0.04%Q1 2021Q1 20211
West Branch Capital LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ENTERPRISE FINANCIAL SERVICES CORP 110.02%0.02%0.02%Q4 2016Q4 20161
Brown University 115.85%5.85%5.85%Q3 2023Q3 20231
Confluence Wealth Management LLC 110.17%0.17%0.17%Q4 2016Q4 20161
Fortis Advisors, LLC 111.46%1.46%1.46%Q3 2023Q3 20231
Norway Savings Bank 110.00%0.00%0.00%Q3 2018Q3 20181
ADVISOR PARTNERS LLC 110.06%0.06%0.06%Q3 2018Q3 20181
Frontier Wealth Management LLC 110.10%0.10%0.10%Q1 2018Q1 20181
Ground Swell Capital, LLC 113.70%3.70%3.70%Q4 2020Q4 20201
OGOREK ANTHONY JOSEPH /NY/ /ADV 110.03%0.03%0.03%Q3 2023Q3 20231
Mint Tower Capital Management B.V. 110.41%0.41%0.41%Q2 2017Q2 20171
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
KSA CAPITAL MANAGEMENT, LLC 113.50%3.50%3.50%Q4 2017Q4 20171
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SEAVIEW INVESTMENT MANAGERS LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Ameritas Investment Partners, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Chesley Taft & Associates LLC 110.03%0.03%0.03%Q3 2023Q3 20231
TRUST CO OF VERMONT 110.00%0.00%0.00%Q3 2023Q3 20231
BlackRock Investment Management, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
CAAS CAPITAL MANAGEMENT LP 110.01%0.01%0.01%Q3 2021Q3 20211
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Oak Point Wealth Management 110.34%0.34%0.34%Q1 2018Q1 20181
MORGENS WATERFALL VINTIADIS & CO INC 110.78%0.78%0.78%Q2 2017Q2 20171
MOTCO 110.00%0.00%0.00%Q4 2018Q4 20181
SEVEN MILE ADVISORY 110.26%0.26%0.26%Q3 2023Q3 20231
Timber Hill LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Divergent Wealth Advisors 110.00%0.00%0.00%Q1 2018Q1 20181
Summit Financial, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Cumberland Partners Ltd 110.03%0.03%0.03%Q2 2018Q2 20181
Cascadia Advisory Services, LLC 110.22%0.22%0.22%Q4 2019Q4 20191
SMITH SHELLNUT WILSON LLC /ADV 110.00%0.00%0.00%Q1 2021Q1 20211
Meristem Family Wealth, LLC 110.18%0.18%0.18%Q4 2018Q4 20181
Onex Canada Asset Management Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
Princeton Global Asset Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q1 2017Q1 20171
Retirement Group, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
FIFTH LANE CAPITAL, LP 110.36%0.36%0.36%Q2 2023Q2 20231
Tredje AP-fonden 111.63%1.63%1.63%Q1 2021Q1 20211
DC Investments Management, LLC 111.62%1.62%1.62%Q3 2023Q3 20231
Cinctive Capital Management LP 110.29%0.29%0.29%Q2 2023Q2 20231
Alaska Permanent Capital Management 110.80%0.80%0.80%Q1 2022Q1 20221
Inscription Capital, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Sensato Investors LLC 110.73%0.73%0.73%Q2 2019Q2 20191
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Rice Partnership, LLC 110.60%0.60%0.60%Q3 2023Q3 20231
Crow Point Partners, LLC 110.04%0.04%0.04%Q1 2018Q1 20181
Texas Capital Bank Wealth Management Services Inc 110.02%0.02%0.02%Q1 2022Q1 20221
WIT, LLC 114.71%4.71%4.71%Q1 2022Q1 20221
FIRST MERCHANTS CORP 110.05%0.05%0.05%Q2 2019Q2 20191
Merit Financial Group, LLC 110.40%0.40%0.40%Q4 2017Q4 20171
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Formidable Asset Management, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Concord Wealth Partners 110.00%0.00%0.00%Q4 2022Q4 20221
Financial & Tax Architects, LLC 110.16%0.16%0.16%Q1 2021Q1 20211
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
Kohlberg Kravis Roberts & Co. L.P. 110.01%0.01%0.01%Q1 2017Q1 20171
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 110.23%0.23%0.23%Q1 2020Q1 20201
GSA CAPITAL PARTNERS LLP 110.13%0.13%0.13%Q2 2023Q2 20231
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
JACKSON SQUARE CAPITAL, LLC 110.21%0.21%0.21%Q4 2019Q4 20191
Nemes Rush Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ADVISORY RESEARCH INC 110.01%0.01%0.01%Q4 2016Q4 20161
PICTET ASSET MANAGEMENT SA 110.00%0.00%0.00%Q2 2023Q2 20231
BAILARD, INC. 110.01%0.01%0.01%Q4 2018Q4 20181
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Financial Services Advisory Inc 110.33%0.33%0.33%Q3 2021Q3 20211
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
ALLSTATE INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q4 2022Q4 20221
FORTEM FINANCIAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Glenview Trust Co 110.02%0.02%0.02%Q1 2017Q1 20171
JOYN Advisors, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Crestline Management, LP 110.23%0.23%0.23%Q2 2023Q2 20231
Wright Fund Management, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
BBR PARTNERS, LLC 110.68%0.68%0.68%Q4 2021Q4 20211
Alberta Investment Management Corp 110.38%0.38%0.38%Q3 2022Q3 20221
VERUS CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.01%0.01%0.01%Q4 2016Q4 20161
WEDBUSH SECURITIES INC 110.04%0.04%0.04%Q1 2018Q1 20181
Briaud Financial Planning, Inc 1112.67%12.67%12.67%Q3 2023Q3 20231
Farther Finance Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Main Street Research LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Key FInancial Inc 110.01%0.01%0.01%Q1 2020Q1 20201
AQR Capital Management 110.00%0.00%0.00%Q3 2023Q3 20231
Graticule Asia Macro Advisors LLC 116.07%6.07%6.07%Q2 2022Q2 20221
ALETHEA CAPITAL MANAGEMENT, LLC 110.13%0.13%0.13%Q1 2018Q1 20181
Samalin Investment Counsel, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Faithward Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ARROWGRASS CAPITAL PARTNERS (US) LP 110.00%0.00%0.00%Q2 2017Q2 20171
Dentgroup LLC 110.19%0.19%0.19%Q4 2021Q4 20211
Circle Wealth Management, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
OSTRUM ASSET MANAGEMENT 110.15%0.15%0.15%Q3 2023Q3 20231
StoneX Group Inc. 110.38%0.38%0.38%Q3 2021Q3 20211
Ipswich Investment Management Co., Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Rossmore Private Capital 110.15%0.15%0.15%Q4 2017Q4 20171
CABANA LLC 110.05%0.05%0.05%Q3 2018Q3 20181
COWEN INC. 115.60%5.60%5.60%Q4 2016Q4 20161
James Hambro & Partners 110.02%0.02%0.02%Q3 2022Q3 20221
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Indiana Trust & Investment Management CO 110.02%0.02%0.02%Q3 2023Q3 20231
STEADFAST CAPITAL MANAGEMENT LP 111.25%1.25%1.25%Q2 2017Q2 20171
Stephens Consulting, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
HUTCHENS INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q4 2017Q4 20171
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 110.49%0.49%0.49%Q3 2023Q3 20231
Nationwide Fund Advisors 110.00%0.00%0.00%Q1 2017Q1 20171
Robertson Stephens Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Castle Hook Partners LP 117.34%7.34%7.34%Q2 2023Q2 20231
Jump Financial, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Polus Capital Management Ltd 113.81%3.81%3.81%Q2 2023Q2 20231
O'Brien Wealth Partners LLC 110.01%0.01%0.01%Q1 2018Q1 20181
SCOGGIN MANAGEMENT LP 113.83%3.83%3.83%Q4 2020Q4 20201
MATRIX PRIVATE CAPITAL GROUP LLC 110.11%0.11%0.11%Q4 2019Q4 20191
Scion Asset Management 110.04%0.04%0.04%Q2 2023Q2 20231
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Wealthspire Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2021Q1 20211
Meridian Wealth Advisors, LLC 110.20%0.20%0.20%Q4 2018Q4 20181
INTREPID FAMILY OFFICE LLC 114.83%4.83%4.83%Q3 2023Q3 20231
TIGER MANAGEMENT L.L.C. 110.30%0.30%0.30%Q3 2018Q3 20181
Flagship Private Wealth, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Stone House Investment Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q4 2016Q4 20161
Weiss Multi-Strategy Advisers LLC 110.03%0.03%0.03%Q4 2020Q4 20201
TrinityPoint Wealth, LLC 110.38%0.38%0.38%Q3 2023Q3 20231
BlackRock Fund Advisors 110.16%0.16%0.16%Q4 2016Q4 20161
Winthrop Partners - WNY, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Claro Advisors LLC 110.02%0.02%0.02%Q4 2018Q4 20181
External links

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