JPMORGAN CHASE & CO shareholder history

Current and past JPMORGAN CHASE & CO shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.04%Q2 2013Q3 2023118
JANE STREET GROUP, LLC 38380.00%0.03%0.16%Q1 2014Q2 202380
CITIGROUP INC 32320.00%0.00%0.02%Q2 2013Q1 202180
Citadel Advisors 2910.00%0.00%0.01%Q1 2014Q3 202380
Cutler Group LLC / CA 32320.00%0.01%0.15%Q4 2015Q3 202380
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.04%Q1 2012Q3 202369
WOLVERINE TRADING, LLC 1610.00%0.01%0.09%Q2 2016Q2 202362
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202357
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.08%Q2 2013Q3 202350
WELLS FARGO & COMPANY/MN 42420.00%0.04%0.24%Q2 2013Q3 202348
RAYMOND JAMES & ASSOCIATES 42420.00%0.02%0.12%Q2 2013Q3 202346
HUNTINGTON NATIONAL BANK 3610.00%0.00%0.00%Q4 2010Q3 202346
Veritable, L.P. 43430.00%0.16%0.48%Q4 2012Q2 202345
HAP Trading, LLC 1210.00%0.10%1.33%Q2 2013Q1 202044
Parallax Volatility Advisers, L.P. 21210.00%0.01%0.05%Q2 2014Q2 201943
COMMERCE BANK 43430.02%0.58%1.49%Q1 2013Q3 202343
Mariner, LLC 42420.04%0.51%1.19%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.01%0.03%0.14%Q2 2013Q3 202342
Stelac Advisory Services LLC 4110.56%4.67%11.18%Q4 2012Q2 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.04%0.23%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.04%0.46%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.51%1.82%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.02%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.03%0.11%Q2 2013Q3 202342
MAI Capital Management 42420.03%1.08%5.64%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.01%0.13%0.26%Q2 2013Q3 202342
CAPTRUST FINANCIAL ADVISORS 42420.00%0.24%1.55%Q2 2013Q3 202342
ROCKLAND TRUST CO 42420.04%0.26%1.56%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.00%0.07%0.20%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.06%Q2 2013Q3 202342
EVERGREEN CAPITAL MANAGEMENT LLC 42420.04%2.03%6.07%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.02%0.10%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.00%0.10%0.34%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.04%0.14%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.06%0.23%Q2 2013Q3 202342
KEYBANK NATIONAL ASSOCIATION/OH 31110.00%0.09%0.25%Q4 2012Q3 202342
WASHINGTON TRUST Co 26150.00%0.10%0.46%Q2 2013Q3 202341
Creative Planning 3380.00%0.06%0.66%Q2 2013Q3 202341
LEAVELL INVESTMENT MANAGEMENT, INC. 3410.01%1.04%3.72%Q2 2010Q3 202341
Diversified Trust Co 3710.01%0.71%6.76%Q2 2013Q4 202341
MORGAN STANLEY 41410.00%0.01%0.04%Q3 2013Q3 202341
DEUTSCHE BANK AG\ 2510.00%0.00%0.03%Q3 2013Q3 202041
BRIGHTON JONES LLC 26152.07%7.61%12.94%Q2 2013Q3 202341
Capital Investment Advisors, LLC 3820.02%0.28%0.99%Q4 2013Q4 202340
Raymond James Financial Services Advisors, Inc. 2240.00%0.24%1.56%Q2 2013Q3 202340
Janney Montgomery Scott LLC 29110.00%0.02%0.06%Q3 2013Q3 202340
NOESIS CAPITAL MANGEMENT CORP 39390.14%0.95%1.73%Q1 2014Q3 202339
Rehmann Capital Advisory Group 2540.05%0.27%1.53%Q1 2012Q2 202239
Regal Investment Advisors LLC 2710.10%0.39%1.14%Q2 2013Q3 202339
CIBC Private Wealth Group, LLC 39390.12%0.34%1.86%Q1 2014Q3 202339
EATON VANCE MANAGEMENT 38380.00%0.01%0.02%Q2 2013Q3 202238
EAGLE GLOBAL ADVISORS LLC 38380.02%0.57%3.26%Q2 2013Q3 202238
Gradient Investments LLC 21170.00%0.00%0.00%Q2 2013Q4 202238
BARCLAYS PLC 1710.00%0.00%0.01%Q2 2013Q3 202338
KINGS POINT CAPITAL MANAGEMENT 36360.01%0.67%1.67%Q2 2013Q1 202236
MCF Advisors LLC 36360.00%0.86%5.50%Q1 2012Q4 202036
WATERS PARKERSON & CO., LLC 3510.01%0.05%0.09%Q1 2014Q3 202336
Johnson Financial Group, Inc. 3510.00%0.02%0.09%Q3 2014Q3 202336
J.P. Morgan Private Wealth Advisors LLC 2730.01%0.10%0.47%Q3 2014Q3 202335
DELTA ASSET MANAGEMENT LLC/TN 35350.00%0.01%0.02%Q2 2013Q4 202135
WEBSTER BANK, N. A. 35350.01%0.12%0.48%Q2 2013Q4 202135
STEPHENS INC /AR/ 35350.01%0.02%0.03%Q1 2015Q3 202335
DIVIDEND ASSETS CAPITAL, LLC 1810.01%0.02%0.08%Q2 2013Q3 202335
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1630.00%0.01%0.08%Q2 2013Q1 202233
Walleye Trading LLC 18180.00%0.01%0.06%Q3 2014Q4 201833
Parkside Financial Bank & Trust 33330.15%0.96%2.42%Q3 2015Q3 202333
MOTCO 33330.00%0.37%0.88%Q2 2013Q2 202133
CREDIT SUISSE AG/ 1210.00%0.02%0.09%Q1 2013Q3 202333
BRYN MAWR TRUST Co 33330.01%0.26%0.73%Q1 2013Q1 202133
CWM, LLC 2480.00%0.00%0.01%Q3 2015Q3 202332
BANK OF MONTREAL /CAN/ 32320.00%0.04%0.12%Q2 2013Q1 202132
IFP Advisors, Inc 17140.00%0.02%0.05%Q4 2015Q3 202331
Haverford Trust Co 2710.00%0.59%1.57%Q2 2013Q3 202331
SALEM INVESTMENT COUNSELORS INC 18130.02%0.13%1.08%Q2 2013Q3 202331
Wealthcare Advisory Partners LLC 30300.01%0.60%2.19%Q2 2016Q3 202330
CITY HOLDING CO 30300.00%0.04%0.12%Q1 2014Q2 202130
GRAYBILL WEALTH MANAGEMENT, LTD. 20100.08%0.93%2.94%Q2 2013Q3 202330
UBS Group AG 2610.00%0.00%0.02%Q4 2014Q3 202330
Financial Architects, Inc 2320.01%0.38%1.70%Q2 2013Q2 202330
CPWM, LLC 30300.05%0.46%1.22%Q4 2011Q1 201930
Baird Financial Group, Inc. 19100.00%0.03%0.06%Q2 2015Q3 202329
CHATHAM CAPITAL GROUP, INC. 29290.07%2.83%7.15%Q2 2013Q2 202029
Private Advisor Group, LLC 1810.00%0.20%0.75%Q4 2013Q3 202129
Carroll Financial Associates, Inc. 29290.00%0.74%3.51%Q2 2013Q2 202029
Salient Capital Advisors, LLC 2110.02%0.08%0.46%Q2 2013Q4 202129
BRINKER CAPITAL INC 29290.01%1.18%3.28%Q2 2013Q2 202029
MILLER HOWARD INVESTMENTS INC /NY 1510.00%0.14%1.32%Q2 2013Q1 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.05%0.17%Q4 2013Q4 202029
Kepos Capital LP 2720.02%1.47%8.97%Q2 2016Q3 202329
Lido Advisors, LLC 29290.00%0.05%0.20%Q3 2016Q3 202329
First Allied Advisory Services, Inc. 17110.00%0.05%0.23%Q2 2013Q2 202028
Lee Financial Co 28280.00%0.53%2.67%Q4 2016Q3 202328
Covenant Asset Management, LLC 28280.04%0.14%0.28%Q4 2016Q3 202328
PARSONS CAPITAL MANAGEMENT INC/RI 28280.03%0.19%0.61%Q2 2013Q1 202028
Stratford Consulting, LLC 28280.08%2.45%3.39%Q2 2013Q1 202028
WOODMONT INVESTMENT COUNSEL LLC 28280.02%0.31%1.14%Q2 2013Q1 202028
Virtu Financial LLC 910.02%0.58%3.36%Q2 2013Q2 202328
Greytown Advisors Inc. 28280.60%2.23%4.76%Q4 2016Q3 202328
NBW CAPITAL LLC 28280.04%0.63%2.22%Q2 2013Q1 202028
Stratos Wealth Partners, LTD. 1220.01%0.10%0.39%Q2 2014Q3 202327
Smith & Howard Wealth Management, LLC 2610.10%5.48%11.13%Q2 2013Q1 202027
FIDUCIARY TRUST INTERNATIONAL LLC 1320.05%0.27%0.42%Q2 2013Q2 202027
WALNUT PRIVATE EQUITY PARTNERS, LLC 27270.00%0.01%0.01%Q1 2017Q3 202327
JMG Financial Group, Ltd. 27270.04%3.68%13.98%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.31%1.24%Q2 2013Q4 201927
Plante Moran Financial Advisors, LLC 2610.01%0.16%0.49%Q4 2013Q2 202227
Financial Advisory Group 27270.01%3.35%13.46%Q2 2013Q4 201927
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2110.00%0.00%0.00%Q3 2013Q2 202227
CIBC BANK USA 27270.32%7.22%9.52%Q2 2013Q4 201927
Pacific Center for Financial Services 2430.01%0.07%0.48%Q4 2016Q3 202327
Global Retirement Partners, LLC 2070.00%0.05%0.15%Q4 2016Q3 202327
NOVARE CAPITAL MANAGEMENT LLC 13130.03%0.56%1.27%Q2 2013Q1 202026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1020.00%0.00%0.01%Q2 2013Q3 202326
REGENTATLANTIC CAPITAL LLC 16100.02%3.27%5.99%Q2 2013Q4 201926
Spot Trading L.L.C 15150.00%0.03%0.17%Q2 2013Q4 201626
NEW ENGLAND ASSET MANAGEMENT INC 2420.02%0.10%0.39%Q2 2013Q3 202326
Cetera Advisor Networks LLC 2010.00%0.39%1.93%Q1 2013Q3 202326
OPTIMUM INVESTMENT ADVISORS 1970.00%0.03%0.08%Q3 2013Q3 202226
Apriem Advisors 26260.07%0.23%0.67%Q2 2013Q3 201926
Hilton Capital Management, LLC 1970.23%1.08%4.42%Q2 2013Q4 201926
Advisory Alpha, LLC 2010.00%1.82%5.22%Q4 2013Q3 202026
ENTERPRISE FINANCIAL SERVICES CORP 26260.00%0.03%0.07%Q3 2013Q4 201926
PRELUDE CAPITAL MANAGEMENT, LLC 910.00%0.04%0.13%Q3 2013Q3 201925
Baystate Wealth Management LLC 2410.00%0.14%1.54%Q2 2013Q3 202225
AlphaMark Advisors, LLC 25250.00%0.00%0.00%Q4 2016Q4 202225
Drexel Morgan & Co. 25250.34%1.03%3.47%Q2 2013Q2 201925
ASPIRIANT, LLC 2410.03%0.38%1.05%Q2 2013Q3 201925
Lourd Capital, LLC 25250.03%0.11%0.20%Q2 2013Q2 201925
MURPHY CAPITAL MANAGEMENT INC 25250.04%0.14%0.27%Q4 2013Q4 201925
Fund Evaluation Group, LLC 1720.03%12.31%29.12%Q2 2013Q3 202025
Hillsdale Investment Management Inc. 25250.00%0.03%0.14%Q4 2016Q4 202225
MERITAGE PORTFOLIO MANAGEMENT 1160.03%0.15%0.90%Q2 2013Q4 201925
JOHNSON INVESTMENT COUNSEL INC 25250.05%0.35%1.41%Q2 2013Q2 201925
HANCOCK WHITNEY CORP 2120.01%0.04%0.07%Q2 2014Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.01%Q1 2017Q3 202325
GLENMEDE TRUST CO NA 1260.00%0.00%0.00%Q2 2013Q1 202025
Oakworth Capital, Inc. 24240.00%0.80%2.52%Q4 2013Q3 201924
PETTYJOHN, WOOD & WHITE, INC 24240.08%0.12%0.16%Q1 2014Q4 201924
NEXT Financial Group, Inc 1320.00%0.03%0.13%Q3 2014Q4 202124
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.06%Q4 2017Q3 202324
Camarda Financial Advisors, LLC 1590.00%2.55%8.25%Q2 2013Q2 201924
New England Investment & Retirement Group, Inc. 24240.85%4.47%13.14%Q2 2013Q1 201924
Edge Wealth Management LLC 2310.00%0.45%2.08%Q1 2014Q2 202024
Peak Asset Management, LLC 12120.10%0.49%0.81%Q4 2015Q3 202324
Winfield Associates, Inc. 23230.08%0.54%1.76%Q4 2013Q2 201923
STEEL GROVE CAPITAL ADVISORS, LLC 960.08%1.25%3.57%Q2 2013Q3 202023
Arlington Partners LLC 23230.02%6.24%20.12%Q4 2017Q2 202323
NORTHERN TRUST CORP 910.00%0.00%0.00%Q3 2013Q2 202223
PRICE T ROWE ASSOCIATES INC /MD/ 22220.00%0.00%0.01%Q1 2015Q2 202023
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1490.02%0.68%2.03%Q2 2013Q4 201923
SUNTRUST BANKS INC 23230.00%0.08%0.23%Q2 2013Q4 201823
Jefferies Group LLC 610.00%0.11%0.44%Q2 2013Q4 201823
Richard C. Young & CO., LTD. 23230.45%2.19%3.41%Q4 2015Q2 202123
Rockefeller Capital Management L.P. 23230.00%0.00%0.01%Q1 2018Q3 202323
Bank of New York Mellon Corp 1620.00%0.00%0.01%Q2 2013Q4 201922
Livingston Group Asset Management CO (operating as Southport Capital Management) 22220.13%0.49%0.97%Q2 2013Q3 201822
Sequoia Financial Advisors, LLC 2110.00%3.61%14.26%Q4 2013Q3 202322
ALLIANCEBERNSTEIN L.P. 1410.00%0.00%0.02%Q2 2014Q4 202222
HBK Sorce Advisory LLC 22220.03%5.09%15.50%Q2 2013Q3 201822
Truepoint, Inc. 22220.02%0.03%0.05%Q2 2018Q3 202322
Somerset Group LLC 22220.51%1.78%3.46%Q2 2013Q3 201822
Round Table Services, LLC 22220.09%4.23%9.50%Q2 2013Q3 201822
VESTOR CAPITAL, LLC 22220.45%1.17%2.58%Q2 2013Q3 201822
Geneos Wealth Management Inc. 910.00%0.03%0.16%Q1 2016Q1 202222
HARVEST CAPITAL MANAGEMENT INC 22220.14%1.95%4.69%Q2 2013Q3 201822
Neuberger Berman Group LLC 1910.00%0.02%0.04%Q2 2013Q4 202022
Hefren-Tillotson, Inc. 12100.00%13.75%100.00%Q4 2012Q2 201822
Cetera Advisors LLC 1840.02%0.16%0.54%Q2 2013Q3 201922
Advisory Services Network, LLC 1310.00%0.01%0.04%Q4 2014Q3 202322
FARMERS & MERCHANTS INVESTMENTS INC 22220.00%0.01%0.02%Q2 2013Q3 201822
BOSTON RESEARCH & MANAGEMENT INC 22220.28%0.55%0.70%Q2 2013Q3 201822
TELEMUS CAPITAL, LLC 21210.01%0.45%2.06%Q1 2015Q1 202021
FARR MILLER & WASHINGTON LLC/DC 1220.02%0.03%0.04%Q2 2013Q4 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.10%0.80%Q3 2018Q3 202321
VECTOR WEALTH MANAGEMENT, LLC 21218.07%9.18%10.71%Q4 2011Q4 201621
SIMPLEX TRADING, LLC 510.00%0.02%0.13%Q1 2015Q2 202321
MONTAG A & ASSOCIATES INC 1210.00%0.07%0.54%Q1 2016Q3 202321
First Horizon Advisors, Inc. 1290.00%0.01%0.03%Q2 2018Q3 202321
WINTRUST INVESTMENTS LLC 1920.06%0.10%0.17%Q2 2018Q3 202321
Chicago Partners Investment Group LLC 11100.01%0.07%0.14%Q4 2014Q1 202021
Tower Research Capital LLC (TRC) 910.00%0.00%0.00%Q4 2014Q3 202321
QCI ASSET MANAGEMENT INC/NY 11100.00%0.01%0.02%Q2 2013Q3 202121
Klingman & Associates, LLC 21210.86%6.17%9.59%Q4 2014Q4 201921
Fort Point Capital Partners LLC 1650.04%0.32%0.92%Q4 2013Q1 202221
Arete Wealth Advisors, LLC 510.02%0.38%2.55%Q4 2013Q3 202321
Prospera Financial Services Inc 910.00%0.05%0.14%Q2 2013Q2 202220
PLANNING ALTERNATIVES LTD /ADV 20200.08%0.85%1.77%Q4 2013Q3 201820
TWIN CAPITAL MANAGEMENT INC 20200.10%0.21%0.36%Q4 2015Q3 202020
Windsor Capital Management, LLC 20200.40%1.57%2.39%Q4 2014Q3 201920
Homrich & Berg 20200.03%0.09%0.21%Q2 2013Q1 201820
AdvisorNet Financial, Inc 20200.00%0.01%0.05%Q4 2017Q3 202220
FULTON BREAKEFIELD BROENNIMAN LLC 20200.47%1.04%1.48%Q2 2013Q1 201820
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
DOW CHEMICAL CO /DE/ 20202.40%6.36%13.81%Q1 2014Q4 201820
Wilshire Advisors LLC 20201.39%2.65%4.14%Q4 2015Q3 202020
COUNTRY TRUST BANK 20200.01%0.29%0.45%Q2 2014Q1 201920
Edge Capital Group, LLC 20200.03%0.20%0.72%Q4 2018Q3 202320
SIGNATUREFD, LLC 910.00%0.00%0.02%Q2 2013Q1 202219
Live Your Vision, LLC 19191.04%1.66%2.97%Q3 2014Q1 201919
Occidental Asset Management, LLC 19190.51%1.08%1.87%Q4 2014Q2 201919
Parallel Advisors, LLC 1360.00%0.01%0.03%Q4 2016Q3 202319
Evanson Asset Management, LLC 1720.04%0.18%0.36%Q4 2013Q3 201819
WHALEROCK POINT PARTNERS, LLC 1090.11%0.37%0.78%Q4 2013Q3 201819
MYCIO WEALTH PARTNERS, LLC 1230.00%0.03%0.06%Q2 2013Q4 201919
Sargent Bickham Lagudis LLC 19190.00%0.00%0.01%Q1 2016Q3 202019
ROCKEFELLER FINANCIAL SERVICES INC 19190.00%0.00%0.01%Q2 2013Q4 201719
SOLARIS ASSET MANAGEMENT LLC 1090.02%0.26%0.83%Q2 2013Q3 201819
Clearstead Advisors, LLC 1110.00%0.01%0.05%Q4 2016Q3 202319
Sageworth Trust Co 1710.10%1.48%3.76%Q3 2015Q4 202119
Chesley Taft & Associates LLC 1630.04%0.27%0.68%Q2 2013Q3 201919
M&T BANK CORP 19190.00%0.02%0.06%Q2 2013Q4 201719
RMB Capital Management, LLC 1540.01%0.02%0.26%Q4 2017Q3 202319
Fiera Capital Corp 18180.00%0.03%0.08%Q3 2016Q4 202018
MUFG Americas Holdings Corp 1260.00%0.00%0.01%Q4 2010Q1 201618
Camelot Portfolios, LLC 18180.29%0.46%0.71%Q2 2013Q3 201718
BRR OpCo, LLC 18180.03%6.19%9.62%Q1 2016Q2 202018
Commonwealth Equity Services, Inc 18180.08%0.27%0.53%Q2 2013Q3 201718
CITIZENS FINANCIAL GROUP INC/RI 18180.00%0.04%0.27%Q4 2015Q1 202018
ALPINE WOODS CAPITAL INVESTORS, LLC 18180.03%0.07%0.18%Q1 2016Q2 202018
MISSION WEALTH MANAGEMENT, LP 1610.02%0.26%1.09%Q2 2015Q1 202018
DAVIDSON & GARRARD INC 18180.43%1.33%2.80%Q2 2013Q3 201718
Asset Planning Services, Ltd. 18180.01%0.02%0.03%Q2 2015Q3 201918
INVESTMENT CENTERS OF AMERICA INC 18180.05%0.33%0.77%Q2 2013Q3 201718
IMA Wealth, Inc. 1710.06%1.77%2.50%Q2 2013Q4 201818
CHOREO, LLC 18180.02%0.57%1.84%Q1 2014Q2 201818
Jacobus Wealth Management, Inc. 18180.08%0.20%0.36%Q2 2013Q3 201718
LAKE STREET PRIVATE WEALTH, LLC 18180.39%0.62%1.40%Q2 2019Q3 202318
Citizens Business Bank 1070.04%1.30%3.16%Q3 2013Q3 201917
Capital Asset Advisory Services LLC 710.00%0.20%0.57%Q4 2015Q3 202217
Joel Isaacson & Co., LLC 17170.00%0.03%0.09%Q4 2012Q4 201617
VICUS CAPITAL 17170.05%0.83%4.38%Q2 2013Q2 201717
NICOLET ADVISORY SERVICES, LLC 17170.25%1.18%1.82%Q3 2019Q3 202317
NICOLET BANKSHARES INC 17170.57%1.52%2.62%Q3 2019Q3 202317
WEALTHCARE CAPITAL MANAGEMENT LLC 1610.00%0.11%0.17%Q1 2015Q1 202017
Marquette Asset Management, LLC 980.41%1.25%4.60%Q2 2013Q3 201917
BREWIN DOLPHIN LTD 17170.00%0.00%0.01%Q3 2017Q3 202117
HCR Wealth Advisors 17170.06%1.03%2.62%Q4 2016Q4 202017
SEI INVESTMENTS CO 17170.00%0.00%0.00%Q1 2015Q1 201917
Perella Weinberg Partners Capital Management LP 1340.12%0.96%4.63%Q2 2016Q2 202217
Geneva Advisors, LLC 17170.01%0.01%0.02%Q2 2013Q2 201717
SYNOVUS FINANCIAL CORP 810.00%0.00%0.01%Q2 2013Q2 202017
Capital Investment Advisory Services, LLC 17170.00%0.08%0.11%Q3 2018Q3 202217
HOWE & RUSLING INC 1430.00%0.02%0.07%Q2 2013Q4 201717
Invesco Ltd. 1430.00%0.01%0.03%Q2 2013Q2 201917
SAGE FINANCIAL GROUP INC 17170.09%5.27%11.78%Q2 2015Q2 201917
First Personal Financial Services 17170.00%0.03%0.28%Q4 2014Q4 201817
Taylor Wealth Management Partners 1510.02%0.24%0.45%Q1 2015Q3 202116
EVOKE WEALTH, LLC 1510.00%0.02%0.09%Q3 2019Q3 202316
REGIONS FINANCIAL CORP 1060.00%0.03%0.12%Q2 2013Q1 201916
Steinberg Global Asset Management 16160.04%0.69%1.33%Q2 2013Q1 201716
Alpha Cubed Investments, LLC 1240.03%0.34%0.70%Q4 2013Q3 201916
Pointe Capital Management LLC 1510.12%0.37%0.77%Q3 2018Q1 202316
AVANTAX ADVISORY SERVICES, INC. 840.00%0.01%0.02%Q1 2019Q3 202316
Essex Financial Services, Inc. 1010.03%0.29%3.62%Q2 2013Q1 202316
FineMark National Bank & Trust 16160.06%0.23%0.56%Q2 2013Q1 201716
Belpointe Asset Management LLC 1110.01%0.06%0.67%Q3 2017Q1 202316
QUADRANT CAPITAL GROUP LLC 1420.00%0.03%0.23%Q3 2015Q1 202316
Strategic Wealth Partners, Ltd. 1510.03%0.71%2.08%Q4 2017Q1 202316
RPg Family Wealth Advisory, LLC 1410.04%0.36%1.06%Q1 2017Q2 202316
Risk Paradigm Group, LLC 16160.09%1.01%2.72%Q1 2015Q4 201816
PATHSTONE FAMILY OFFICE, LLC 1110.00%0.24%3.14%Q1 2016Q3 202316
TOCQUEVILLE ASSET MANAGEMENT L.P. 1210.00%0.02%0.08%Q2 2013Q3 201916
CAPITAL ADVISORS INC/OK 16160.01%0.08%0.19%Q4 2016Q3 202016
Texas Yale Capital Corp. 16160.02%0.11%0.22%Q2 2013Q1 201716
HOWARD WEALTH MANAGEMENT, LLC 16160.16%0.25%0.64%Q4 2019Q3 202316
Well Done, LLC 16160.03%0.10%0.16%Q1 2017Q4 202016
MERCER GLOBAL ADVISORS INC /ADV 16160.00%0.01%0.03%Q4 2019Q3 202316
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 16160.55%0.95%1.32%Q1 2014Q4 201716
NewEdge Advisors, LLC 1060.00%0.01%0.03%Q2 2018Q3 202316
Roundview Capital LLC 16160.08%0.23%0.34%Q4 2014Q3 201816
NOMURA HOLDINGS INC 620.00%0.09%0.52%Q2 2013Q1 201816
Fieldpoint Private Securities, LLC 920.00%0.07%0.43%Q3 2017Q2 202216
FIRST INTERSTATE BANK 970.00%0.00%0.01%Q3 2015Q3 201916
Carmichael Hill & Associates, Inc. 16160.03%0.05%0.09%Q4 2019Q3 202316
Tranquility Partners, LLC 15150.23%0.28%0.34%Q1 2020Q3 202315
Keudell/Morrison Wealth Management 15150.19%0.27%0.33%Q1 2020Q3 202315
Jaffetilchin Investment Partners, LLC 1210.02%2.42%6.28%Q2 2013Q3 202315
Ruggie Capital Group 1210.00%0.38%0.68%Q4 2014Q4 201815
Retirement Group, LLC 1410.00%0.00%0.00%Q4 2019Q3 202315
MSI Financial Services Inc 15150.06%0.15%0.39%Q2 2013Q4 201615
HOLLENCREST CAPITAL MANAGEMENT 830.00%0.70%1.72%Q4 2013Q3 202315
HIGH POINT BANK & TRUST CO 15150.00%0.00%0.01%Q2 2013Q4 201615
Fiduciary Group LLC 1230.02%0.23%1.64%Q2 2015Q3 202315
FORTEM FINANCIAL GROUP, LLC 15150.49%3.52%6.10%Q1 2020Q3 202315
Transamerica Financial Advisors, Inc. 1010.00%0.04%0.30%Q2 2013Q2 202015
Advisor Group, Inc. 15150.01%0.03%0.05%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Mosaic Financial Partners, Inc. 1320.26%5.07%8.38%Q2 2013Q4 201715
Barry Investment Advisors, LLC 15150.65%1.49%4.23%Q3 2018Q1 202215
Lenox Wealth Advisors, LLC 630.00%0.10%0.33%Q2 2013Q2 202115
COLONY GROUP LLC 960.01%0.55%1.36%Q4 2013Q1 202015
WFG Advisors, LP 14140.00%0.12%0.52%Q2 2013Q3 201614
Arrow Investment Advisors, LLC 631.12%1.79%3.00%Q3 2013Q3 202314
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 14140.02%0.07%0.14%Q1 2016Q2 201914
SignalPoint Asset Management, LLC 14140.08%0.18%0.72%Q3 2013Q4 201614
SNS Financial Group, LLC 1040.37%1.28%3.01%Q1 2013Q4 201714
Northeast Financial Consultants Inc 1130.02%0.46%0.94%Q4 2013Q3 201914
Manchester Capital Management LLC 950.01%0.25%0.68%Q2 2013Q4 201814
Sigma Planning Corp 710.01%0.02%0.04%Q4 2014Q3 202314
BlackRock Inc. 14140.00%0.00%0.00%Q4 2015Q1 201914
Keel Point, LLC 1220.05%0.12%0.22%Q2 2017Q2 202314
Castle Rock Wealth Management, LLC 14140.61%0.89%1.24%Q2 2020Q3 202314
IBERIABANK CORP 1310.02%1.57%3.94%Q4 2012Q1 201914
ATLAS CAPITAL ADVISORS LLC 1310.07%0.44%0.84%Q1 2018Q3 202114
Wealthspire Advisors, L.P. 14140.00%0.03%0.14%Q4 2015Q1 201914
BROWN BROTHERS HARRIMAN & CO 910.00%0.00%0.00%Q1 2013Q3 202214
FMR LLC 510.00%0.00%0.00%Q2 2013Q3 202314
KLINGENSTEIN FIELDS & CO LP 1040.01%0.02%0.03%Q2 2013Q1 201714
OneDigital Investment Advisors LLC 1310.00%0.20%0.65%Q2 2017Q4 202014
Capital Advisory Group Advisory Services, LLC 770.01%0.71%1.67%Q1 2018Q3 202314
TOWNSQUARE CAPITAL LLC 1040.01%0.02%0.04%Q1 2020Q3 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.01%0.03%0.08%Q2 2013Q3 201614
TIEDEMANN TRUST CO 13130.10%0.74%3.05%Q2 2013Q2 201613
KANALY TRUST CO 13130.01%0.02%0.06%Q4 2013Q4 201613
Cordasco Financial Network 13130.01%0.05%0.13%Q4 2013Q4 201613
ASSETMARK, INC 1010.00%0.03%0.08%Q2 2014Q1 202013
CLEAR STREET MARKETS LLC 910.01%0.06%0.13%Q3 2014Q3 202013
CIBC WORLD MARKET INC. 510.00%0.01%0.03%Q2 2013Q2 202213
TIEDEMANN ADVISORS, LLC 520.01%0.77%3.60%Q3 2014Q3 201913
OXFORD FINANCIAL GROUP, LTD. LLC 410.00%4.87%17.75%Q4 2016Q3 202313
Kestra Advisory Services, LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
VALENTINE VENTURES LLC 942.34%5.08%12.77%Q4 2014Q3 201913
SIGMA INVESTMENT COUNSELORS INC 720.02%0.21%0.45%Q2 2013Q2 201913
Independent Portfolio Consultants, Inc. 13130.04%0.35%1.12%Q2 2014Q2 201713
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1030.00%0.12%0.27%Q2 2013Q1 201913
Sugarloaf Wealth Management, LLC 13130.00%0.00%0.00%Q4 2019Q4 202213
Pinnacle Holdings, LLC 610.00%0.01%0.02%Q3 2019Q3 202313
TFO Wealth Partners, LLC 13130.00%0.01%0.04%Q4 2019Q4 202213
BAHL & GAYNOR INC 13130.00%0.01%0.01%Q1 2015Q1 201813
Renaissance Technologies 710.00%0.00%0.01%Q4 2017Q3 202313
DIMENSION CAPITAL MANAGEMENT LLC 13130.42%2.59%6.69%Q4 2016Q4 201913
Evercore Wealth Management, LLC 610.00%0.03%0.09%Q2 2013Q2 201713
Clearwater Capital Advisors, LLC 12121.35%1.73%2.07%Q1 2017Q4 201912
FFT WEALTH MANAGEMENT LLC 12122.76%5.16%7.77%Q4 2015Q3 201812
RICE HALL JAMES & ASSOCIATES, LLC 12120.02%0.04%0.07%Q2 2013Q1 201612
KAYS FINANCIAL ADVISORY CORP /ADV 12120.06%0.08%0.14%Q4 2017Q3 202012
CENTRAL TRUST Co 1010.00%0.01%0.01%Q3 2013Q4 201912
RiverFront Investment Group, LLC 12120.68%1.58%2.60%Q2 2009Q1 201212
BALYASNY ASSET MANAGEMENT L.P. 610.02%0.11%0.24%Q1 2015Q4 201812
STIFEL FINANCIAL CORP 12120.00%0.01%0.01%Q1 2014Q4 201612
SHEETS SMITH WEALTH MANAGEMENT 840.05%0.58%1.53%Q1 2013Q4 201712
D.A. DAVIDSON & CO. 750.00%0.01%0.03%Q2 2013Q2 201712
WEALTHSOURCE PARTNERS, LLC 12120.05%0.10%0.14%Q2 2016Q1 201912
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.01%0.02%Q2 2013Q1 201612
Newfound Research LLC 810.00%0.79%1.89%Q2 2016Q2 202012
Brookstone Capital Management 510.01%0.06%0.19%Q2 2015Q3 202012
Annandale Capital, LLC 12120.12%0.25%0.42%Q4 2020Q3 202312
Nadler Financial Group, Inc. 1110.07%0.44%0.96%Q2 2013Q1 201712
MILLENNIUM MANAGEMENT LLC 510.00%0.01%0.05%Q3 2014Q2 202312
Cetera Investment Advisers 1110.00%0.01%0.11%Q2 2016Q3 202312
BENJAMIN F. EDWARDS & COMPANY, INC. 910.00%0.00%0.01%Q2 2013Q3 202212
Laurel Wealth Advisors LLC 12120.00%0.01%0.02%Q4 2018Q3 202112
Compagnie Lombard Odier SCmA 1020.00%0.00%0.00%Q4 2013Q2 201812
BENJAMIN EDWARDS INC 12120.00%0.40%1.75%Q1 2019Q4 202112
Tradition Wealth Management, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Sound Income Strategies, LLC 12120.00%0.00%0.00%Q4 2017Q3 202012
Advisors Capital Management, LLC 410.01%0.15%0.56%Q2 2016Q4 202211
JNBA Financial Advisors 1010.00%0.00%0.01%Q3 2014Q3 202311
Shamrock Asset Management LLC 11110.00%0.00%0.01%Q1 2014Q3 201611
CAPITAL ONE, NATIONAL ASSOCIATION 11110.08%0.15%0.24%Q4 2015Q2 201811
ClearBridge Investments 11110.00%0.00%0.00%Q4 2017Q2 202011
Affiance Financial, LLC 740.01%0.86%3.17%Q4 2014Q3 202011
Brinker Capital Investments, LLC 810.00%0.00%0.01%Q1 2018Q4 202211
STONE RUN CAPITAL, LLC 11110.16%0.45%0.66%Q2 2013Q4 201511
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 11110.60%0.70%0.80%Q1 2021Q3 202311
Ballentine Partners, LLC 11110.10%0.36%0.46%Q2 2017Q4 201911
MML INVESTORS SERVICES, LLC 11110.00%0.03%0.07%Q2 2017Q4 201911
WASHINGTON TRUST BANK 830.00%0.00%0.01%Q4 2014Q1 201811
Concert Wealth Management Inc. 1010.01%0.06%0.09%Q2 2013Q3 201611
Core Wealth Advisors, Inc. 11110.01%0.03%0.07%Q4 2019Q2 202211
Ancora Advisors LLC 810.00%0.14%0.29%Q2 2013Q3 201811
LGL PARTNERS, LLC 11110.16%0.45%1.10%Q4 2015Q2 201811
Tolleson Wealth Management, Inc. 1010.05%0.73%7.38%Q4 2018Q1 202211
Laird Norton Wetherby Wealth Management, LLC 11110.22%0.63%1.06%Q3 2017Q1 202011
CAPITAL CITY TRUST CO/FL 1010.08%0.28%0.42%Q2 2013Q1 201711
Peak Financial Management, Inc. 1010.99%2.51%3.29%Q4 2015Q3 201811
Westbourne Investment Advisors, Inc. 1010.12%0.31%0.55%Q2 2015Q3 201811
Montecito Bank & Trust 710.06%0.54%1.25%Q1 2014Q4 201911
BEACON TRUST CO 11110.04%0.48%1.03%Q1 2013Q3 201511
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
NatWest Group plc 10100.04%0.10%0.23%Q2 2013Q3 201510
TWO SIGMA SECURITIES, LLC 210.00%0.02%0.07%Q1 2017Q2 202310
IFC Holdings Incorporated/FL 10100.05%0.09%0.12%Q2 2013Q3 201510
Global Endowment Management, LP 10100.10%0.44%0.89%Q3 2017Q4 201910
Freedom Investment Management, Inc. 510.02%0.05%0.33%Q4 2015Q1 201910
ASSOCIATED BANC-CORP 10100.02%0.04%0.06%Q3 2017Q4 201910
Laird Norton Wetherby Trust Company, LLC 10100.12%0.19%0.34%Q2 2021Q3 202310
KING LUTHER CAPITAL MANAGEMENT CORP 10100.00%0.01%0.02%Q2 2013Q3 201510
Sterling Investment Advisors, Ltd. 10100.01%0.01%0.01%Q2 2017Q3 201910
People's United Financial, Inc. 640.00%0.04%0.08%Q2 2014Q2 201710
Kistler-Tiffany Companies, LLC 10100.01%0.02%0.03%Q2 2013Q3 201510
FINANCIAL COUNSELORS INC 10100.02%0.05%0.07%Q2 2013Q3 201510
Covington Capital Management 10100.00%0.00%0.01%Q3 2017Q4 201910
Busey Bank 910.00%0.04%0.05%Q2 2013Q4 201910
Adams Asset Advisors, LLC 10100.07%0.21%0.27%Q2 2015Q3 201710
SECURITY NATIONAL TRUST CO 10100.01%0.01%0.01%Q2 2013Q3 201510
Windham Capital Management, LLC 910.04%2.38%3.62%Q2 2013Q4 201910
Stratos Wealth Advisors, LLC 410.02%0.14%0.74%Q4 2018Q3 20239
FIDUCIARY COUNSELLING INC 991.06%8.43%11.03%Q3 2016Q3 20189
Wharton Business Group, LLC 990.45%1.97%3.40%Q2 2013Q2 20159
COLDSTREAM CAPITAL MANAGEMENT INC 990.07%0.21%0.32%Q2 2013Q2 20159
Crestwood Advisors Group, LLC 990.87%0.98%1.09%Q1 2017Q1 20199
FLAGSTAR ADVISORS INC 990.16%0.22%0.28%Q3 2021Q3 20239
FIRST FOUNDATION ADVISORS 810.01%0.09%0.56%Q1 2015Q3 20219
Providence Capital Advisors, LLC 990.32%0.43%0.57%Q4 2017Q4 20199
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 540.15%0.31%0.63%Q1 2014Q4 20179
ROTHSCHILD INVESTMENT LLC /IL 990.03%0.09%0.12%Q4 2015Q4 20179
THOMASPARTNERS, INC. 990.01%0.25%0.51%Q2 2013Q2 20159
IEQ CAPITAL, LLC 990.02%0.11%0.26%Q4 2019Q4 20219
Cypress Wealth Advisors LLC 990.23%0.31%0.52%Q2 2015Q2 20179
Carnegie Capital Asset Management, LLC 810.03%0.05%0.07%Q3 2014Q3 20179
Horrell Capital Management, Inc. 990.00%0.05%0.06%Q2 2013Q2 20159
Ranch Capital Advisors Inc. 990.01%0.05%0.22%Q3 2019Q3 20219
ProVise Management Group, LLC 990.07%0.10%0.12%Q2 2013Q2 20159
Argentus Capital Management, LLC 540.02%0.11%0.16%Q4 2013Q3 20169
Financial Gravity Asset Management, Inc. 330.00%0.13%1.05%Q1 2018Q3 20239
Haverford Financial Services, Inc. 990.09%0.11%0.12%Q4 2015Q4 20179
Arcus Capital Partners, LLC 810.00%1.00%1.93%Q4 2015Q4 20229
PRENTISS SMITH & CO INC 810.01%0.01%0.01%Q1 2014Q1 20179
Litman Gregory Wealth Management LLC 720.00%0.03%0.08%Q3 2016Q1 20199
CITY NATIONAL BANK 990.00%0.12%0.26%Q3 2013Q3 20159
Alexandria Capital, LLC 810.01%0.07%0.09%Q2 2013Q4 20169
Barrett Asset Management, LLC 810.00%0.01%0.01%Q2 2013Q2 20219
Soroban Capital Partners LP 720.89%1.53%3.13%Q3 2014Q4 20189
TECTONIC ADVISORS LLC 990.01%0.04%0.09%Q4 2020Q4 20229
Capital Bank & Trust Co 810.00%0.01%0.02%Q2 2017Q1 20209
Berkeley Capital Partners, LLC 810.08%0.43%1.26%Q4 2015Q3 20209
Verity & Verity, LLC 880.36%0.49%0.63%Q2 2013Q1 20158
BANK OF THE WEST 530.03%0.05%0.14%Q4 2014Q2 20178
Mariner Wealth Advisors-Cincinnati, LLC 880.02%0.79%1.16%Q4 2015Q3 20178
Waverly Advisors, LLC 710.01%0.01%0.01%Q3 2013Q3 20158
VSR Financial Services, Inc. 710.02%0.13%0.26%Q2 2013Q2 20158
YorkBridge Wealth Partners, LLC 880.00%0.00%0.00%Q4 2016Q3 20188
TORTOISE CAPITAL ADVISORS, L.L.C. 210.00%0.09%0.42%Q4 2015Q4 20218
Lipe & Dalton 880.14%0.16%0.19%Q2 2013Q1 20158
BBVA USA Bancshares, Inc. 880.02%0.30%0.59%Q2 2013Q1 20158
Castleview Partners, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Clear Perspective Advisors, LLC 880.06%0.24%1.24%Q4 2016Q3 20188
Caprock Group, LLC 620.06%2.92%5.28%Q4 2015Q2 20208
Capital Advisors, Ltd. LLC 880.01%0.01%0.01%Q4 2016Q3 20188
Uniplan Investment Counsel, Inc. 880.63%0.78%0.89%Q1 2018Q4 20198
Investors Financial Group, LLC 880.26%0.34%0.57%Q4 2019Q3 20218
AlphaStar Capital Management, LLC 620.00%0.32%1.86%Q4 2017Q2 20208
My Personal CFO, LLC 880.92%1.63%2.16%Q4 2021Q3 20238
Simmons Bank 710.02%0.06%0.11%Q1 2017Q1 20198
Perigon Wealth Management, LLC 880.01%0.02%0.03%Q2 2016Q1 20188
Rock Point Advisors, LLC 880.17%0.73%1.18%Q4 2018Q3 20208
EverSource Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Bouchey Financial Group Ltd 882.29%2.43%2.63%Q4 2013Q3 20158
Dynamic Advisor Solutions LLC 410.11%1.11%2.19%Q2 2014Q4 20198
INSIGHT 2811, INC. 620.25%1.00%1.49%Q2 2013Q3 20178
First Heartland Consultants, Inc. 880.04%0.09%0.13%Q3 2015Q2 20178
FIDUCIARY SERVICES CORP/GA 881.67%1.86%2.05%Q2 2013Q1 20158
BOSTON PRIVATE BANK & TRUST CO 880.11%0.14%0.17%Q2 2013Q1 20158
Congress Wealth Management LLC / DE / 880.04%0.06%0.07%Q4 2021Q3 20238
ADVANTAGE INVESTMENT MANAGEMENT, LLC 530.00%0.31%2.35%Q4 2014Q1 20178
Lenox Wealth Management, Inc. 880.08%0.12%0.16%Q4 2015Q3 20178
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 710.02%0.03%0.05%Q1 2017Q1 20198
TEXAS CAPITAL BANCSHARES INC/TX 884.55%9.11%17.59%Q2 2013Q1 20158
Weatherstone Capital Management 710.19%0.51%1.13%Q2 2013Q4 20158
Cornerstone Financial Partners, LLC 880.12%3.59%6.20%Q1 2016Q4 20178
ADVISORY RESEARCH INC 210.00%0.19%0.49%Q4 2013Q4 20188
Smallwood Wealth Investment Management, LLC 881.07%1.26%1.46%Q4 2021Q3 20238
MGO ONE SEVEN LLC 510.01%0.03%0.05%Q4 2017Q3 20238
THRIVENT FINANCIAL FOR LUTHERANS 510.00%0.00%0.00%Q3 2014Q1 20218
BAIRD ROBERT W & CO INC /WI/ 880.04%0.21%0.34%Q2 2013Q1 20158
Garrison Asset Management, LLC 710.10%0.17%0.21%Q2 2016Q3 20188
RFG Advisory, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
TRIANGLE PEAK PARTNERS, LP 881.20%1.59%2.73%Q4 2013Q3 20158
Stone Point Wealth LLC 880.55%0.65%0.75%Q4 2021Q3 20238
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 881.66%3.02%4.20%Q4 2015Q3 20178
Atlantic Union Bankshares Corp 880.65%2.63%3.94%Q1 2014Q4 20158
Coastwise Capital Group, LLC 770.36%0.41%0.49%Q1 2022Q3 20237
PRIO WEALTH LIMITED PARTNERSHIP 770.01%0.01%0.01%Q2 2013Q4 20147
Orion Portfolio Solutions, LLC 430.00%0.02%0.05%Q4 2019Q3 20237
M Holdings Securities, Inc. 610.20%0.31%0.40%Q1 2014Q4 20157
LINCOLN NATIONAL CORP 520.01%0.02%0.04%Q3 2017Q2 20197
Virtu KCG Holdings LLC 210.00%0.05%0.25%Q3 2013Q2 20177
Yellowstone Partners, LLC 770.16%0.19%0.22%Q4 2013Q2 20157
EVERETT HARRIS & CO /CA/ 770.01%0.03%0.04%Q1 2022Q3 20237
SeaCrest Wealth Management, LLC 610.00%0.01%0.01%Q4 2017Q2 20227
Tyler-Stone Wealth Management 520.04%0.05%0.06%Q4 2021Q3 20237
MPS Loria Financial Planners, LLC 510.13%1.95%4.39%Q4 2017Q4 20207
TRUST DEPARTMENT MB FINANCIAL BANK N A 770.01%0.02%0.03%Q2 2014Q4 20157
ZACKS INVESTMENT MANAGEMENT 310.01%0.07%0.27%Q4 2013Q4 20197
BROOKS, MOORE & ASSOCIATES, INC. 770.27%0.75%1.45%Q4 2018Q2 20207
NORTHSTAR WEALTH PARTNERS LLC 410.10%0.62%1.75%Q1 2017Q2 20197
NEW ENGLAND SECURITIES CORP /MA/ 770.18%0.31%0.51%Q2 2013Q4 20147
FOUNDERS BANK & TRUST 770.02%0.02%0.03%Q2 2013Q4 20147
HT Partners LLC 770.22%0.30%0.42%Q2 2013Q4 20147
AMI INVESTMENT MANAGEMENT INC 770.65%0.77%0.99%Q2 2018Q4 20197
Placemark Investments, Inc. 770.02%0.03%0.05%Q2 2013Q4 20147
Beacon Capital Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Edge Advisors, LLC 770.67%0.90%1.15%Q4 2016Q2 20187
IHT Wealth Management, LLC 520.02%0.03%0.05%Q1 2017Q2 20217
SouthState Corp 610.03%0.04%0.06%Q2 2013Q1 20157
Friedberg Investment Management 771.14%1.23%1.36%Q2 2013Q4 20147
Independence Bank of Kentucky 770.12%0.13%0.15%Q1 2022Q3 20237
SHINE INVESTMENT ADVISORY SERVICES INC 520.01%2.25%11.67%Q3 2015Q3 20187
RiverGlades Family Offices LLC 430.60%0.69%0.75%Q1 2018Q4 20197
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.01%0.04%Q4 2015Q3 20227
Atria Wealth Solutions, Inc. 770.03%0.03%0.04%Q1 2022Q3 20237
MOODY LYNN & LIEBERSON, LLC 510.03%0.06%0.19%Q2 2013Q4 20146
NewFocus Financial Group, LLC 420.14%0.88%1.98%Q3 2015Q3 20176
Canal Capital Management, LLC 510.22%0.91%3.69%Q4 2014Q4 20186
Morling Financial Advisors, LLC 660.05%0.07%0.08%Q4 2021Q1 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 660.02%0.02%0.03%Q2 2022Q3 20236
WRAPMANAGER INC 510.09%0.14%0.22%Q2 2016Q1 20186
Berman Capital Advisors, LLC 660.00%0.00%0.01%Q4 2018Q1 20206
Smithfield Trust Co 660.01%0.01%0.02%Q2 2014Q3 20156
BOK Financial Private Wealth, Inc. 420.04%0.04%0.04%Q2 2014Q1 20176
Tuttle Capital Management, LLC 310.19%0.67%1.49%Q4 2016Q1 20206
Private Capital Management, LLC 420.02%0.03%0.03%Q1 2022Q3 20236
Gainplan LLC 311.94%3.51%5.21%Q4 2016Q1 20196
JOYN Advisors, Inc. 510.04%0.37%0.63%Q1 2018Q4 20196
CULLEN/FROST BANKERS, INC. 660.00%0.00%0.00%Q1 2019Q2 20206
MATRIX ASSET ADVISORS INC/NY 660.03%0.03%0.03%Q1 2014Q2 20156
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
COMERICA SECURITIES INC 510.04%0.06%0.13%Q2 2016Q4 20186
Visionary Asset Management, Inc. 660.01%0.09%0.13%Q3 2013Q4 20146
SPOT TRADING L.L.C. 220.00%0.04%0.07%Q2 2017Q3 20176
Spire Wealth Management 660.00%0.00%0.00%Q1 2021Q2 20226
Ironsides Asset Advisors, LLC 660.16%0.88%1.19%Q2 2014Q3 20156
PEAK6 Group LLC 110.00%0.00%0.01%Q3 2013Q4 20156
Private Capital Group, LLC 330.00%0.00%0.01%Q4 2017Q2 20196
Thomas J. Herzfeld Advisors, Inc. 660.01%0.02%0.04%Q4 2014Q1 20166
UBS AG 660.02%0.03%0.05%Q2 2013Q3 20146
OPPENHEIMER & CO INC 310.01%0.02%0.03%Q2 2013Q1 20236
US FINANCIAL ADVISORS, LLC 660.26%0.71%1.01%Q4 2014Q1 20166
HARBOUR INVESTMENTS, INC. 420.00%0.00%0.00%Q1 2021Q3 20236
CREATIVE FINANCIAL DESIGNS INC /ADV 660.00%0.00%0.00%Q4 2016Q1 20186
Curi Wealth Management, LLC 330.00%0.59%1.33%Q4 2020Q2 20226
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 210.00%0.51%1.48%Q4 2015Q4 20216
Key FInancial Inc 660.00%0.00%0.01%Q2 2022Q3 20236
Wakefield Asset Management LLLP 510.02%0.57%1.24%Q3 2018Q1 20206
Advisory Services & Investments, LLC 660.35%1.90%2.93%Q1 2021Q2 20226
Armor Investment Advisors, LLC 660.00%0.00%0.00%Q4 2016Q1 20186
Cutter & CO Brokerage, Inc. 660.03%0.06%0.09%Q2 2019Q3 20206
DAVENPORT & Co LLC 660.00%0.01%0.01%Q2 2013Q3 20146
Rye Brook Capital LLC 661.49%2.41%3.01%Q4 2020Q1 20226
Hanlon Investment Management, Inc. 660.21%0.30%0.44%Q1 2019Q2 20206
Biltmore Capital Advisors LLC 660.04%1.11%1.85%Q1 2019Q2 20206
Sterling Capital Management LLC 660.10%0.12%0.14%Q1 2013Q2 20146
Weiss Multi-Strategy Advisers LLC 210.09%0.25%0.39%Q3 2014Q2 20196
KMS FINANCIAL SERVICES, INC 660.44%0.51%0.60%Q2 2013Q3 20146
IBEX WEALTH ADVISORS 310.02%0.29%0.77%Q4 2016Q2 20206
Mizuho Asset Management Co.,Ltd. 660.00%0.01%0.01%Q3 2013Q4 20146
Valeo Financial Advisors, LLC 410.00%0.00%0.01%Q1 2018Q4 20206
HL FINANCIAL SERVICES LLC 660.01%0.01%0.01%Q2 2013Q3 20146
Dorsey Wright & Associates 551.79%1.88%1.93%Q3 2013Q3 20145
Equitable Holdings, Inc. 550.02%0.11%0.16%Q3 2022Q3 20235
Belmont Global Advisors, Inc. 550.15%0.23%0.26%Q2 2014Q2 20155
INFRASTRUCTURE CAPITAL ADVISORS, LLC 410.19%1.07%2.67%Q4 2017Q4 20195
FOSTER DYKEMA CABOT & CO INC/MA 551.30%2.17%3.10%Q4 2015Q4 20165
Aptus Capital Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
RAYMOND JAMES TRUST N.A. 320.02%0.02%0.03%Q2 2014Q4 20165
FourThought Financial, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
Koshinski Asset Management, Inc. 310.00%0.04%0.14%Q4 2014Q1 20225
Archford Capital Strategies, LLC 210.00%0.00%0.00%Q1 2014Q1 20175
CAPITAL GUARDIAN TRUST CO 550.01%0.01%0.01%Q1 2016Q1 20175
Daniel Devine & Co 550.21%0.36%0.55%Q4 2014Q4 20155
Bridgewater Wealth & Financial Management, LLC 310.16%0.78%1.77%Q4 2014Q2 20175
IndexIQ Advisors LLC 550.01%0.09%0.20%Q1 2016Q1 20175
Crewe Advisors LLC 550.01%0.03%0.04%Q4 2017Q4 20185
SIMON QUICK ADVISORS, LLC 310.02%0.32%1.44%Q1 2017Q4 20195
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 550.28%0.44%0.71%Q1 2016Q1 20175
Kore Private Wealth LLC 320.00%0.00%0.00%Q4 2018Q2 20205
DIXON HUBARD FEINOUR & BROWN INC/VA 550.03%0.05%0.09%Q2 2021Q2 20225
Kernodle & Katon Asset Management Group, LLC 550.01%0.05%0.07%Q4 2015Q4 20165
Clearstead Trust, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
SeaBridge Investment Advisors LLC 550.03%0.03%0.04%Q4 2013Q4 20145
Arkos Global Advisors 550.13%0.24%0.28%Q4 2018Q4 20195
Mirae Asset Global Investments Co., Ltd. 320.02%0.05%0.10%Q2 2013Q3 20145
BRASADA CAPITAL MANAGEMENT, LP 550.00%0.00%0.01%Q4 2017Q4 20185
Strategic Capital Group LLC 550.03%0.39%0.98%Q2 2013Q2 20145
Blume Capital Management, Inc. 550.11%1.11%1.55%Q4 2018Q4 20195
Whitnell & Co. 550.02%0.02%0.03%Q3 2015Q3 20165
CAZ INVESTMENTS LP 310.19%1.67%2.71%Q4 2014Q1 20205
BECK CAPITAL MANAGEMENT, LLC 550.45%0.63%0.72%Q4 2013Q4 20145
Calamos Wealth Management LLC 550.05%0.34%0.52%Q3 2016Q3 20175
Partnervest Advisory Services LLC 550.01%0.89%1.74%Q2 2013Q2 20145
Long Wharf Investors, Inc. 550.93%2.17%3.65%Q2 2013Q2 20145
Blueshift Asset Management, LLC 110.04%0.10%0.26%Q3 2019Q4 20215
SRS Capital Advisors, Inc. 550.03%0.03%0.04%Q4 2016Q4 20175
NewSquare Capital LLC 410.00%0.00%0.00%Q3 2014Q4 20195
Ausdal Financial Partners, Inc. 410.07%0.11%0.12%Q4 2015Q1 20175
Truvestments Capital LLC 320.02%0.14%0.41%Q2 2018Q3 20195
Main Management LLC 310.04%0.05%0.05%Q2 2013Q4 20145
Gupta Wealth Management LLC 550.16%0.35%0.63%Q1 2015Q1 20165
TPH Asset Management, LLC 210.03%1.34%3.70%Q2 2014Q4 20155
Verition Fund Management LLC 310.03%0.17%0.34%Q4 2015Q4 20165
Leisure Capital Management 410.18%1.30%5.58%Q4 2014Q4 20195
Madrona Financial Services, LLC 552.70%3.35%3.96%Q4 2014Q4 20155
Lowe Wealth Advisors, LLC 550.00%0.01%0.01%Q2 2015Q2 20165
PARTNERS CAPITAL INVESTMENT GROUP, LLP 550.01%0.77%1.37%Q4 2017Q4 20185
Covenant Multifamily Offices, LLC 410.03%0.05%0.07%Q2 2014Q3 20155
Bristlecone Advisors, LLC 210.06%0.15%0.23%Q4 2015Q3 20195
COMERICA BANK 210.00%0.02%0.04%Q2 2013Q3 20235
Bienville Capital Management, LLC 550.08%0.12%0.15%Q2 2016Q2 20175
JSF Financial, LLC 550.45%0.56%0.74%Q4 2018Q4 20195
Merriman Wealth Management, LLC 550.20%0.29%0.56%Q1 2014Q1 20155
TCG Advisors, LP 550.14%1.03%1.83%Q4 2018Q4 20195
MASSMUTUAL TRUST CO FSB/ADV 310.00%0.00%0.00%Q3 2014Q2 20165
Heritage Wealth Advisors 550.21%0.56%0.68%Q4 2018Q4 20195
Filament LLC 410.10%0.10%0.12%Q2 2013Q3 20145
FDx Advisors, Inc. 310.02%0.04%0.06%Q2 2014Q4 20155
Dana Investment Advisors, Inc. 550.01%0.01%0.01%Q3 2016Q3 20175
Stanford Investment Group, Inc. 410.01%0.03%0.14%Q4 2014Q4 20165
Versant Capital Management, Inc 550.00%0.02%0.06%Q4 2015Q4 20165
First Command Bank 440.00%0.00%0.00%Q1 2021Q4 20214
LOGAN CAPITAL MANAGEMENT INC 440.08%0.08%0.08%Q2 2013Q1 20144
Capital Analysts, LLC 440.00%0.00%0.01%Q2 2014Q1 20154
Flaharty Asset Management, LLC 441.72%3.81%5.03%Q1 2017Q4 20174
EVERMAY WEALTH MANAGEMENT LLC 444.17%5.84%7.45%Q4 2014Q3 20154
SIGNET FINANCIAL MANAGEMENT, LLC 440.11%0.28%0.44%Q4 2014Q3 20154
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 210.00%0.02%0.03%Q4 2015Q4 20174
ArchPoint Investors 441.11%1.13%1.15%Q4 2018Q3 20194
Moors & Cabot, Inc. 220.04%0.04%0.06%Q2 2014Q2 20154
Forefront Analytics, LLC 440.20%0.26%0.41%Q4 2017Q3 20184
Zions Bancorporation, N.A. 310.00%0.02%0.08%Q4 2018Q2 20204
Man Investments Ltd 440.09%0.51%1.00%Q3 2013Q2 20144
BDO Wealth Advisors, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Roble, Belko & Company, Inc 440.00%0.00%0.01%Q2 2015Q1 20164
PDS Planning, Inc 440.19%0.23%0.26%Q1 2018Q4 20184
MRA Associates USA LLC 442.40%3.18%4.23%Q4 2018Q3 20194
Colony Family Offices, LLC 310.10%0.18%0.22%Q4 2020Q1 20224
CENTAURUS FINANCIAL, INC. 210.00%0.02%0.03%Q2 2018Q3 20234
ATTICUS WEALTH MANAGEMENT, LLC 440.01%0.01%0.01%Q4 2019Q3 20204
Caption Management, LLC 210.01%0.11%0.23%Q3 2018Q1 20204
EP Wealth Advisors, LLC 210.01%0.46%0.96%Q4 2015Q1 20204
LODESTAR INVESTMENT COUNSEL LLC/IL 220.02%0.04%0.05%Q2 2018Q2 20194
NWAM LLC 440.12%0.12%0.12%Q1 2013Q4 20134
Madden Advisory Services, Inc. 310.00%0.01%0.01%Q2 2014Q3 20154
Cognios Capital, LLC 310.07%0.07%0.08%Q4 2016Q4 20174
MILLIE CAPITAL MANAGEMENT, LLC 440.19%1.62%2.99%Q4 2014Q3 20154
J.P. Turner & Co Capital Mnagement, LLC 440.32%0.42%0.55%Q4 2014Q3 20154
Salient Private Client, LLC 440.10%0.23%0.42%Q4 2017Q3 20184
Tarbox Family Office, Inc. 440.00%0.00%0.00%Q2 2020Q1 20214
AlphaQ Advisors LLC 441.48%1.92%2.64%Q4 2022Q3 20234
Fiduciary Trust Co International of Pennsylvania 440.01%0.02%0.02%Q3 2014Q2 20154
Opera Trading Capital 440.01%0.02%0.04%Q4 2015Q3 20164
MONECO Advisors, LLC 440.17%0.20%0.24%Q4 2018Q3 20194
NATIXIS ADVISORS, L.P. 440.00%0.00%0.00%Q4 2017Q3 20184
Ameritas Investment Company, LLC 310.00%0.01%0.04%Q4 2018Q1 20204
Householder Group Estate & Retirement Specialist, LLC 310.01%0.04%0.12%Q3 2022Q3 20234
LeJeune Puetz Investment Counsel LLC 310.13%0.15%0.16%Q4 2016Q4 20194
Integrated Advisors Network LLC 440.03%0.03%0.04%Q1 2022Q4 20224
DUFF & PHELPS INVESTMENT MANAGEMENT CO 310.00%0.00%0.00%Q3 2018Q3 20194
Arlington Capital Management, Inc. 220.35%1.09%1.81%Q4 2014Q1 20174
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.01%0.01%0.01%Q4 2022Q3 20234
PRIVATE TRUST CO NA 440.01%0.01%0.01%Q4 2022Q3 20234
TRUIST FINANCIAL CORP 310.00%0.00%0.00%Q4 2021Q3 20234
Canton Hathaway, LLC 440.01%0.03%0.04%Q3 2018Q2 20194
WEALTHFRONT Corp 440.00%0.00%0.00%Q4 2014Q3 20154
Gryphon Financial Partners LLC 310.00%0.00%0.01%Q4 2017Q2 20224
SpiderRock Advisors, LLC 110.00%0.04%0.17%Q1 2017Q3 20174
PINNACLE FINANCIAL PARTNERS INC 440.07%0.09%0.11%Q3 2014Q2 20154
SG Americas Securities, LLC 310.00%0.01%0.01%Q4 2014Q1 20164
Sharkey, Howes & Javer 220.00%0.01%0.02%Q2 2016Q3 20174
Apollon Wealth Management, LLC 440.07%0.09%0.10%Q4 2022Q3 20234
Farmers & Merchants Trust Co of Long Beach 440.06%0.07%0.08%Q4 2022Q3 20234
683 Capital Management, LLC 440.18%0.67%1.09%Q1 2017Q4 20174
Procyon Advisors, LLC 440.07%0.10%0.18%Q4 2019Q3 20204
First Command Financial Services, Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
Powell Investment Advisors, LLC 440.07%0.11%0.18%Q4 2019Q3 20204
Weiss Asset Management LP 110.42%1.34%3.13%Q3 2013Q4 20184
Vigilant Capital Management, LLC 220.01%0.02%0.04%Q4 2013Q2 20154
Calamos Advisors LLC 440.00%0.00%0.00%Q4 2016Q3 20174
B. Riley Wealth Advisors, Inc. 110.00%0.03%0.05%Q2 2013Q2 20164
Clark Capital Management Group, Inc. 310.12%0.16%0.18%Q1 2014Q2 20164
Seelaus Asset Management LLC 330.27%0.29%0.30%Q4 2017Q2 20183
Burleson & Company, LLC 330.53%2.20%4.11%Q4 2017Q2 20183
Headlands Technologies LLC 330.00%0.00%0.00%Q4 2022Q2 20233
FormulaFolio Investments, LLC 330.07%0.12%0.16%Q4 2014Q2 20153
CenterStar Fund, LLC 110.01%0.14%0.40%Q4 2016Q4 20163
SII INVESTMENTS INC/WI 210.03%0.06%0.14%Q1 2016Q2 20173
MARINER INVESTMENT GROUP LLC 333.23%5.47%6.85%Q2 2017Q4 20173
CSS LLC/IL 110.00%0.02%0.04%Q3 2015Q3 20153
B&D White Capital Company, LLC 210.03%0.19%0.31%Q4 2020Q1 20233
Paradigm Financial Partners, LLC 330.17%0.20%0.25%Q2 2019Q4 20193
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.01%Q1 2015Q3 20233
EnTrustPermal Management LLC 332.13%2.38%2.57%Q2 2013Q4 20133
HAZLETT, BURT & WATSON, INC. 330.01%0.01%0.01%Q1 2022Q3 20223
Global Financial Private Capital, Inc 210.01%0.01%0.01%Q2 2018Q1 20193
Coppell Advisory Solutions LLC 210.03%0.04%0.05%Q4 2022Q3 20233
Destiny Wealth Partners, LLC 330.01%0.02%0.02%Q2 2022Q4 20223
PVG Asset Management 210.91%1.02%1.08%Q1 2016Q4 20163
TRUST CO OF VERMONT 210.00%0.01%0.01%Q2 2014Q2 20153
HUTCHENS INVESTMENT MANAGEMENT INC 330.84%0.97%1.11%Q4 2014Q2 20153
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.15%0.18%0.20%Q2 2019Q4 20193
FLAGSHIP HARBOR ADVISORS, LLC 330.00%0.00%0.00%Q2 2018Q4 20183
CONNING INC. 330.42%0.45%0.49%Q4 2017Q2 20183
CenterStar Asset Management, LLC 110.00%0.13%0.31%Q1 2018Q1 20183
ZRC WEALTH MANAGEMENT, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
TCI Wealth Advisors, Inc. 210.00%0.01%0.02%Q2 2013Q1 20163
Claraphi Advisory Network, LLC 330.00%0.15%0.41%Q1 2020Q3 20203
Elite Wealth Management, Inc. 210.25%0.93%1.55%Q2 2013Q3 20143
Donoghue Forlines LLC 331.27%1.43%1.58%Q4 2018Q2 20193
McNamara Financial Services, Inc. 330.84%0.97%1.11%Q4 2014Q2 20153
Cresset Asset Management, LLC 210.01%0.02%0.02%Q1 2019Q3 20203
Argent Trust Co 330.15%0.17%0.20%Q4 2014Q2 20153
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.00%0.01%0.02%Q4 2017Q4 20183
Clean Yield Group 210.00%0.00%0.00%Q1 2015Q2 20163
GM Advisory Group, LLC 332.53%2.56%2.62%Q1 2016Q3 20163
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Atria Investments, Inc 210.01%0.01%0.02%Q4 2018Q1 20203
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.31%0.36%0.43%Q4 2018Q2 20193
WealthPLAN Partners, LLC 210.00%0.01%0.04%Q1 2015Q2 20163
Simply Money Advisors 210.00%0.90%2.70%Q2 2013Q4 20143
North Star Investment Management Corp. 330.22%0.24%0.29%Q2 2013Q4 20133
Bridgewater Advisors Inc. 337.80%8.14%8.48%Q4 2013Q2 20143
Sunbelt Securities, Inc. 330.02%0.12%0.22%Q4 2019Q2 20203
Wealth Alliance 210.05%0.10%0.17%Q1 2020Q2 20223
Strategic Capital Alternatives LLC 210.03%0.03%0.04%Q3 2014Q2 20153
Freestone Capital Holdings, LLC 210.00%0.07%0.21%Q3 2013Q4 20203
CAXTON ASSOCIATES LP 210.00%0.08%0.18%Q2 2016Q1 20223
Jane Street Holding, LLC 330.28%0.32%0.36%Q2 2013Q4 20133
Cedar Wealth Management, LLC 110.01%0.02%0.03%Q4 2017Q4 20183
WealthShield Partners, LLC 210.00%0.00%0.00%Q3 2020Q2 20213
COMERICA SECURITIES,INC. 330.06%0.12%0.15%Q1 2019Q3 20193
Kalos Management, Inc. 220.00%0.16%0.26%Q4 2015Q1 20163
SVA Wealth Management, LLC 330.05%0.29%0.60%Q2 2015Q4 20153
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Bartlett & Co. LLC 210.00%0.00%0.01%Q3 2019Q2 20203
BOKF, NA 210.01%0.04%0.11%Q2 2013Q3 20173
Ken Stern & Associates, Inc. 330.97%1.06%1.18%Q1 2015Q3 20153
CHILTON CAPITAL MANAGEMENT LLC 210.00%0.01%0.02%Q2 2013Q4 20173
Essex Savings Bank 330.03%0.04%0.05%Q4 2018Q2 20193
HRT FINANCIAL LP 210.00%0.01%0.02%Q3 2019Q2 20233
Johnson Financial Group, LLC 330.24%0.32%0.40%Q4 2016Q2 20173
Sonora Investment Management, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
DUBUQUE BANK & TRUST CO 210.00%0.00%0.01%Q4 2014Q2 20163
Nelson Capital Management, LLC 330.00%0.00%0.01%Q3 2014Q1 20153
PRUDENTIAL FINANCIAL INC 330.00%0.00%0.00%Q4 2018Q2 20193
ELCO Management Co., LLC 210.11%0.21%0.28%Q4 2016Q4 20183
Lombard Odier Transatlantic Ltd 330.03%0.03%0.03%Q1 2016Q3 20163
Tiedemann Wealth Management Holdings, LLC 332.57%3.40%4.76%Q3 2016Q1 20173
Guidance Point Advisors, LLC 210.04%0.09%0.12%Q4 2018Q3 20213
Realta Investment Advisors 210.00%0.00%0.00%Q3 2022Q2 20233
PIN OAK INVESTMENT ADVISORS INC 330.01%0.01%0.01%Q1 2023Q3 20233
CT Financial Advisors LLC 330.01%0.01%0.01%Q3 2016Q1 20173
TOMPKINS FINANCIAL CORP 220.00%0.01%0.02%Q4 2014Q1 20152
Liberty Capital Management, Inc. 220.29%0.31%0.32%Q2 2019Q3 20192
AVALON CAPITAL MANAGEMENT 220.79%1.24%1.70%Q2 2016Q3 20162
Gemmer Asset Management LLC 220.00%0.00%0.00%Q1 2014Q2 20142
Goelzer Investment Management, Inc. 110.05%0.06%0.06%Q4 2013Q4 20162
MCIA Inc 220.01%0.01%0.01%Q2 2017Q3 20172
ROOSEVELT INVESTMENT GROUP LLC 220.01%0.01%0.01%Q2 2014Q3 20142
Capital One Investing, Inc. 220.09%0.15%0.20%Q1 2019Q2 20192
GLG LLC 110.06%0.12%0.19%Q1 2016Q1 20162
CENTRAL BANK & TRUST CO 220.01%0.01%0.01%Q4 2014Q1 20152
RIVERNORTH CAPITAL MANAGEMENT, LLC 220.09%0.24%0.40%Q3 2015Q4 20152
Brouwer & Janachowski, LLC 110.00%0.02%0.03%Q1 2014Q2 20152
RPTC Inc. 220.15%0.17%0.19%Q2 2017Q3 20172
Kathmere Capital Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Financial Management Professionals, Inc. 220.00%0.00%0.00%Q1 2018Q2 20182
Ridgewood Investments LLC 220.02%0.02%0.02%Q1 2023Q2 20232
AXS Investments LLC 220.11%0.17%0.22%Q2 2023Q3 20232
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q1 20202
ELLIOTT MANAGEMENT CORP 220.82%0.94%1.05%Q3 2013Q4 20132
Leucadia National 220.00%0.00%0.00%Q4 2022Q1 20232
StellarOne CORP 226.33%6.51%6.68%Q2 2013Q3 20132
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Wellington Shields Capital Management, LLC 220.04%0.04%0.04%Q3 2016Q4 20162
PENSECO FINANCIAL SERVICES CORP 220.00%0.00%0.01%Q2 2013Q3 20132
Verdence Capital Advisors LLC 110.05%0.06%0.06%Q4 2017Q2 20182
KELLOGG W K FOUNDATION TRUST 110.41%0.49%0.57%Q1 2016Q4 20162
BTR CAPITAL MANAGEMENT INC 220.05%0.07%0.08%Q1 2015Q2 20152
Wagner Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Activest Wealth Management 220.01%0.01%0.01%Q3 2022Q4 20222
Planned Solutions, Inc. 220.01%0.01%0.01%Q3 2020Q4 20202
FIRST HORIZON CORP 220.00%0.00%0.00%Q3 2020Q4 20202
Lebenthal Holdings,LLC 110.03%0.05%0.08%Q1 2015Q2 20162
PARK AVENUE SECURITIES LLC 220.01%0.01%0.01%Q3 2019Q4 20192
TORONTO DOMINION BANK 110.00%0.00%0.00%Q2 2018Q2 20192
State of Tennessee, Treasury Department 110.00%0.00%0.00%Q1 2018Q3 20182
Relative Value Partners Group, LLC 110.05%0.30%0.55%Q3 2015Q4 20172
Column Capital Advisors, LLC 220.04%0.13%0.23%Q4 2019Q1 20202
Athanor Capital, LP 110.01%1.84%3.67%Q4 2018Q1 20202
Candriam S.C.A. 110.22%0.31%0.40%Q4 2014Q2 20152
CUE ADVISORY SERVICES, INC. 220.23%0.24%0.26%Q4 2014Q1 20152
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2017Q2 20192
IRON Financial LLC 113.65%5.29%6.92%Q4 2013Q2 20142
Opus Capital Group, LLC 220.31%0.32%0.34%Q3 2017Q4 20172
Axiom Investment Management LLC 220.00%0.00%0.00%Q1 2019Q2 20192
THOMPSON SIEGEL & WALMSLEY LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Lombard Odier & Cie (Canada), Limited Partnership 220.04%0.04%0.04%Q4 2013Q1 20142
Colorado Capital Management, Inc. 220.23%0.41%0.60%Q4 2015Q1 20162
LVW Advisors, LLC 220.21%0.29%0.37%Q4 2017Q1 20182
Trexquant Investment LP 110.01%0.05%0.09%Q1 2020Q2 20222
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
QCM Cayman, Ltd. 220.15%0.17%0.19%Q3 2020Q4 20202
V Wealth Advisors LLC 110.00%0.51%1.01%Q2 2016Q2 20172
Vishria Bird Financial Group, LLC 227.58%7.74%7.90%Q2 2018Q3 20182
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q3 2016Q2 20182
Energy Income Partners, LLC 110.12%0.14%0.15%Q4 2015Q4 20162
Signature Financial Management, Inc. 220.20%0.22%0.24%Q3 2014Q4 20142
KAYNE ANDERSON CAPITAL ADVISORS LP 110.13%0.14%0.15%Q4 2021Q1 20232
Vitol Holding SARL 22100.00%100.00%100.00%Q2 2013Q3 20132
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q1 2018Q3 20182
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Hutchin Hill Capital, LP 110.53%1.85%3.17%Q4 2015Q2 20162
BURNHAM ASSET MANAGEMENT CORP /NY/ 110.06%0.08%0.10%Q4 2014Q4 20152
BB&T SECURITIES, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
SteelBridge Private Wealth Advisors LLC 220.41%0.55%0.70%Q4 2016Q1 20172
GeoWealth Management, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Peak Capital Management LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Sowell Financial Services LLC 220.01%0.01%0.01%Q3 2019Q4 20192
First Allied Asset Management, Inc. 110.03%0.22%0.41%Q2 2013Q1 20152
ERTS Wealth Advisors, LLC 220.04%0.06%0.09%Q4 2018Q1 20192
CHICKASAW CAPITAL MANAGEMENT LLC 110.01%0.02%0.03%Q4 2015Q4 20182
MACROVIEW INVESTMENT MANAGEMENT LLC 220.02%0.02%0.02%Q1 2018Q2 20182
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Community Financial Services Group, LLC 220.00%0.01%0.01%Q4 2014Q1 20152
Summit Trail Advisors, LLC 110.71%0.85%0.99%Q4 2018Q4 20192
BEACON INVESTMENT ADVISORY SERVICES, INC. 220.19%0.20%0.21%Q3 2015Q4 20152
SAMLYN CAPITAL, LLC 222.91%3.35%3.80%Q1 2016Q2 20162
ZWJ INVESTMENT COUNSEL INC 220.02%0.02%0.03%Q4 2019Q1 20202
Stonehearth Capital Management, LLC 110.18%1.14%2.10%Q4 2014Q3 20152
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q2 2020Q4 20222
MCMILLION CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q2 2019Q3 20192
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Lebenthal Asset Management, LLC 220.00%0.02%0.04%Q2 2016Q3 20162
Bluefin Trading, LLC 110.00%0.00%0.00%Q2 2016Q1 20182
MIRABELLA FINANCIAL SERVICES LLP 220.08%0.28%0.47%Q4 2022Q1 20232
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.03%Q2 2013Q3 20132
Portside Wealth Group, LLC 220.05%0.05%0.06%Q2 2023Q3 20232
MONETA GROUP INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q4 2019Q4 20191
SMITH HAYES Advisers, Inc 110.05%0.05%0.05%Q1 2015Q1 20151
Westchester Capital Management, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Ironwood Financial, llc 110.00%0.00%0.00%Q1 2015Q1 20151
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q3 2015Q3 20151
Institute for Wealth Management, LLC. 110.02%0.02%0.02%Q4 2019Q4 20191
Virtue Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
CLOUGH CAPITAL PARTNERS L P 110.02%0.02%0.02%Q4 2019Q4 20191
Quent Capital, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Mariner Wealth Advisors-NYC, LLC 110.52%0.52%0.52%Q1 2015Q1 20151
SevenBridge Financial Group, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Riggs Asset Managment Co. Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 119.73%9.73%9.73%Q2 2013Q2 20131
Coppell Advisory Solutions Corp. 110.05%0.05%0.05%Q4 2022Q4 20221
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Oxbow Advisors, LLC 110.03%0.03%0.03%Q4 2016Q4 20161
Lloyd Advisory Services, LLC. 110.58%0.58%0.58%Q3 2023Q3 20231
ACG Wealth 110.08%0.08%0.08%Q2 2013Q2 20131
Angeles Investment Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Henrickson Nauta Wealth Advisors, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
WBI INVESTMENTS, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Coulter & Justus Financial Services, LLC 111.44%1.44%1.44%Q4 2021Q4 20211
Li Winifred I 110.10%0.10%0.10%Q2 2013Q2 20131
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 110.07%0.07%0.07%Q3 2018Q3 20181
Parasol Investment Management, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Stone House Investment Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
EFG Asset Management (Americas) Corp. 110.22%0.22%0.22%Q4 2013Q4 20131
Waratah Capital Advisors Ltd. 110.90%0.90%0.90%Q2 2018Q2 20181
3G Capital Partners 112.08%2.08%2.08%Q3 2015Q3 20151
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
Lyons Wealth Management, LLC. 110.04%0.04%0.04%Q4 2014Q4 20141
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Columbia Pacific Advisors, LLC 110.34%0.34%0.34%Q2 2017Q2 20171
Blue Sky Asset Management, LLC 110.26%0.26%0.26%Q1 2017Q1 20171
SASCO CAPITAL INC / CT/ 110.08%0.08%0.08%Q4 2015Q4 20151
STRATEGIC CAPITAL ADVISERS, INC. 110.00%0.00%0.00%Q3 2019Q3 20191
Cohen Capital Management, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
Aft, Forsyth & Sober, LLC 110.08%0.08%0.08%Q4 2015Q4 20151
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2021Q3 20211
PagnatoKarp Partners LLC 110.12%0.12%0.12%Q1 2020Q1 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MATRIX PRIVATE CAPITAL GROUP LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MDE Group 110.22%0.22%0.22%Q4 2014Q4 20141
NORDEN GROUP LLC 110.58%0.58%0.58%Q3 2023Q3 20231
Cowen Prime Services LLC 110.02%0.02%0.02%Q3 2015Q3 20151
PRECEPT MANAGEMENT LLC 110.12%0.12%0.12%Q1 2020Q1 20201
Modera Wealth Management, LLC 110.18%0.18%0.18%Q4 2013Q4 20131
Genesis Wealth Advisors, LLC 110.15%0.15%0.15%Q4 2014Q4 20141
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
GEMS MANAGEMENT LTD 113.55%3.55%3.55%Q2 2013Q2 20131
Fi3 FINANCIAL ADVISORS, LLC 110.31%0.31%0.31%Q1 2021Q1 20211
PEOPLES FINANCIAL SERVICES CORP. 110.01%0.01%0.01%Q4 2013Q4 20131
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Boston Trust Walden Corp 110.00%0.00%0.00%Q2 2014Q2 20141
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q2 2014Q2 20141
MIZUHO SECURITIES USA LLC 110.26%0.26%0.26%Q3 2016Q3 20161
Dynasty Wealth Management, LLC 110.45%0.45%0.45%Q4 2017Q4 20171
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
SHAPIRO ROBERT N 110.02%0.02%0.02%Q2 2013Q2 20131
Fusion Investment Group, LLC 111.48%1.48%1.48%Q4 2013Q4 20131
Magnetar Financial LLC 110.10%0.10%0.10%Q2 2016Q2 20161
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2020Q1 20201
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Highland Private Wealth Management 110.16%0.16%0.16%Q4 2015Q4 20151
Connecticut Wealth Management, LLC 110.32%0.32%0.32%Q1 2021Q1 20211
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 110.25%0.25%0.25%Q2 2013Q2 20131
AHL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Trilogy Capital Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
FIRST FINANCIAL EQUITY CORPORATION 110.36%0.36%0.36%Q1 2017Q1 20171
Brookfield Public Securities Group LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Fortis Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HENGEHOLD CAPITAL MANAGEMENT LLC 114.61%4.61%4.61%Q2 2013Q2 20131
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MTM Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Southpoint Capital Advisors LP 110.23%0.23%0.23%Q4 2014Q4 20141
LS Investment Advisors, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Mascoma Wealth Management LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Candlewood Investment Group, LP 116.89%6.89%6.89%Q1 2018Q1 20181
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
MANCHESTER FINANCIAL INC 110.01%0.01%0.01%Q1 2021Q1 20211
Investors Capital Advisory Services 110.04%0.04%0.04%Q2 2016Q2 20161
Mount Yale Investment Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
CAHILL FINANCIAL ADVISORS INC 110.73%0.73%0.73%Q3 2015Q3 20151
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Sourcerock Group LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Psagot Value Holdings Ltd. 110.00%0.00%0.00%Q2 2016Q2 20161
PointState Capital LP 110.03%0.03%0.03%Q2 2016Q2 20161
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.14%0.14%0.14%Q2 2014Q2 20141
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC 1110.06%10.06%10.06%Q4 2015Q4 20151
VitalStone Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WEXFORD CAPITAL LP 110.12%0.12%0.12%Q1 2017Q1 20171
Independent Advisor Alliance 110.01%0.01%0.01%Q3 2023Q3 20231
Virtus ETF Advisers LLC 110.47%0.47%0.47%Q3 2018Q3 20181
Thiel Macro LLC 111.25%1.25%1.25%Q1 2017Q1 20171
Allworth Financial LP 110.00%0.00%0.00%Q2 2018Q2 20181
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Baker Avenue Asset Management, LP 110.03%0.03%0.03%Q1 2015Q1 20151
Glassman Wealth Services 110.05%0.05%0.05%Q4 2014Q4 20141
Vestmark Advisory Solutions, Inc. 112.02%2.02%2.02%Q4 2019Q4 20191
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q3 2020Q3 20201
KWMG, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Coe Capital Management, LLC 110.40%0.40%0.40%Q2 2019Q2 20191
Ground Swell Capital, LLC 110.04%0.04%0.04%Q2 2014Q2 20141
Royal Fund Management, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
NEXT Financial Holdings 110.04%0.04%0.04%Q1 2019Q1 20191
Naviter Wealth, LLC 110.24%0.24%0.24%Q4 2021Q4 20211
UBS ASSET MANAGEMENT AMERICAS INC 110.01%0.01%0.01%Q4 2015Q4 20151
Willingdon Wealth Management 110.03%0.03%0.03%Q3 2017Q3 20171
LBA Wealth Management, LLC 110.05%0.05%0.05%Q4 2015Q4 20151
INTEGRAL DERIVATIVES, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Rothschild Capital Partners, LLC 111.00%1.00%1.00%Q3 2017Q3 20171
ExodusPoint Capital Management, LP 110.02%0.02%0.02%Q4 2020Q4 20201
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Country Club Trust Company, n.a. 110.02%0.02%0.02%Q4 2021Q4 20211
PVG ASSET MANAGEMENT CORP 111.11%1.11%1.11%Q3 2016Q3 20161
TRUEWEALTH LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Brightworth 110.25%0.25%0.25%Q4 2016Q4 20161
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Marathon Trading Investment Management LLC 110.05%0.05%0.05%Q1 2015Q1 20151
Baymount Management LP 113.38%3.38%3.38%Q4 2019Q4 20191
AGRAN LIBBIE 110.00%0.00%0.00%Q4 2016Q4 20161
EverPoint Asset Management, LLC 110.09%0.09%0.09%Q4 2016Q4 20161
Permanens Capital L.P. 110.08%0.08%0.08%Q3 2023Q3 20231
TIG Advisors, LLC 110.06%0.06%0.06%Q3 2015Q3 20151
MONTAGE INVESTMENTS, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Forward Management, LLC 110.08%0.08%0.08%Q4 2016Q4 20161
Ameraudi Asset Management, Inc. 110.36%0.36%0.36%Q4 2019Q4 20191
Crosspoint Capital Strategies, LLC 110.86%0.86%0.86%Q4 2015Q4 20151
Zions Bancorporation 110.03%0.03%0.03%Q3 2018Q3 20181
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
BLACKTHORN INVESTMENT GROUP LLC 117.96%7.96%7.96%Q4 2014Q4 20141
M&R CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q4 2023Q4 20231
Harvest Fund Advisors LLC 110.11%0.11%0.11%Q4 2013Q4 20131
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
FNY Partners Fund LP 110.04%0.04%0.04%Q3 2017Q3 20171
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
ICONIQ Capital, LLC 110.15%0.15%0.15%Q1 2013Q1 20131
LEVEL FOUR ADVISORY SERVICES, LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Avior Wealth Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Coyle Financial Counsel LLC 110.08%0.08%0.08%Q2 2018Q2 20181
AHL Partners LLP 110.80%0.80%0.80%Q3 2014Q3 20141
Financial Advocates Investment Management 110.03%0.03%0.03%Q4 2017Q4 20171
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q1 2020Q1 20201
BEL AIR INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q1 2021Q1 20211
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2019Q3 20191
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q4 2021Q4 20211
OmniStar Financial Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q4 2022Q4 20221
Principal Street Partners, LLC 110.29%0.29%0.29%Q4 2019Q4 20191
Praesidis Advisors LLC 117.43%7.43%7.43%Q3 2013Q3 20131
B. Riley Wealth Management, Inc. 110.04%0.04%0.04%Q1 2014Q1 20141
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
INVESTMENT PARTNERS, LTD. 110.09%0.09%0.09%Q1 2015Q1 20151
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Almanack Investment Partners, LLC. 110.05%0.05%0.05%Q3 2023Q3 20231
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
AURORA FINANCIAL ADVISORS, LLC 110.19%0.19%0.19%Q4 2017Q4 20171
AMERICAN CENTURY COMPANIES INC 110.00%0.00%0.00%Q3 2019Q3 20191
DELTEC ASSET MANAGEMENT LLC 110.08%0.08%0.08%Q2 2016Q2 20161
Harbour Capital Advisors, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
GlobalBridge, Inc. 110.23%0.23%0.23%Q1 2014Q1 20141
CVA Family Office, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Bellwether Investment Group, LLC 110.05%0.05%0.05%Q2 2016Q2 20161
LUMINUS MANAGEMENT LLC 110.06%0.06%0.06%Q4 2017Q4 20171
Claybrook Capital, LLC 110.11%0.11%0.11%Q4 2018Q4 20181
Granite Investment Advisors, LLC 110.04%0.04%0.04%Q2 2015Q2 20151
EPG Wealth Management LLC 110.01%0.01%0.01%Q1 2020Q1 20201
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This page lists all the filers that currently own JPMORGAN CHASE & CO or have owned JPMORGAN CHASE & CO in the past.