SPDR S&P 500 ETF TR shareholder history

Current and past SPDR S&P 500 ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.08%2.33%6.50%Q1 2012Q3 2023138
CREDIT SUISSE AG/ 43430.00%1.65%9.76%Q1 2013Q3 2023128
BANK OF AMERICA CORP /DE/ 42420.19%1.42%3.32%Q2 2013Q3 2023126
ROYAL BANK OF CANADA 42420.05%0.78%2.58%Q2 2013Q3 2023126
CITIGROUP INC 42420.33%4.53%15.08%Q2 2013Q3 2023126
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.02%3.81%61.04%Q2 2013Q3 2023125
HSBC HOLDINGS PLC 47470.00%1.11%8.47%Q1 2012Q3 2023124
Parallax Volatility Advisers, L.P. 42420.00%7.69%29.47%Q2 2013Q3 2023123
BlackRock Inc. 42420.00%0.12%1.11%Q2 2013Q3 2023120
BANK OF MONTREAL /CAN/ 3920.00%0.79%14.17%Q2 2013Q3 2023120
WELLS FARGO & COMPANY/MN 42420.00%0.61%3.32%Q2 2013Q3 2023120
BARCLAYS PLC 42420.46%5.44%15.75%Q2 2013Q3 2023118
MILLENNIUM MANAGEMENT LLC 42420.00%1.61%28.76%Q2 2013Q3 2023118
Jefferies Group LLC 38380.00%5.30%31.48%Q2 2013Q3 2022114
BNP PARIBAS FINANCIAL MARKETS 42420.00%2.37%27.61%Q2 2013Q3 2023110
NOMURA HOLDINGS INC 44440.05%3.54%16.77%Q4 2012Q3 2023109
TWO SIGMA INVESTMENTS, LP 41410.00%0.36%2.13%Q3 2013Q3 2023108
ALLIANCEBERNSTEIN L.P. 42420.00%0.30%2.13%Q2 2013Q3 2023108
UBS Group AG 36360.16%1.97%7.59%Q4 2014Q3 2023108
CAPITAL FUND MANAGEMENT S.A. 41410.00%1.14%9.67%Q2 2013Q2 2023108
WOLVERINE ASSET MANAGEMENT LLC 3540.00%1.33%7.30%Q2 2013Q3 2023105
Walleye Trading LLC 42420.01%8.86%33.14%Q2 2013Q3 2023105
DRW Securities, LLC 2710.02%14.92%83.53%Q2 2013Q3 2023105
Paloma Partners Management Co 42420.02%5.99%32.20%Q2 2013Q3 2023104
JANE STREET GROUP, LLC 39390.01%1.61%19.38%Q1 2014Q3 2023103
Tortoise Investment Management, LLC 44440.00%1.57%4.95%Q4 2012Q3 2023103
Creative Planning 42420.00%0.55%2.81%Q2 2013Q3 2023103
CWM, LLC 3280.00%1.13%21.22%Q3 2013Q3 2023102
CAPSTONE INVESTMENT ADVISORS, LLC 4010.01%1.66%14.87%Q2 2013Q3 202399
BALYASNY ASSET MANAGEMENT L.P. 3830.01%0.99%5.77%Q2 2013Q3 202399
HighTower Advisors, LLC 42420.00%0.90%3.26%Q2 2013Q3 202398
Citadel Advisors 39390.00%3.68%11.00%Q1 2014Q3 202397
BlueCrest Capital Management Ltd 37370.01%3.25%21.89%Q3 2014Q3 202397
J. Goldman & Co LP 42420.01%2.47%12.32%Q2 2013Q3 202395
Verition Fund Management LLC 3290.00%1.79%25.62%Q2 2013Q3 202395
Point72 Asset Management, L.P. 38380.00%1.56%9.30%Q2 2014Q3 202393
PRELUDE CAPITAL MANAGEMENT, LLC 43430.00%4.32%26.93%Q1 2013Q3 202392
RAYMOND JAMES & ASSOCIATES 42420.00%0.41%1.54%Q2 2013Q3 202392
HUNTINGTON NATIONAL BANK 59590.00%0.79%2.34%Q1 2009Q3 202391
Cutler Group LLC / CA 32320.00%0.50%10.95%Q4 2015Q3 202391
Checchi Capital Advisers, LLC 3050.00%7.67%33.05%Q4 2013Q3 202389
Twin Tree Management, LP 38380.01%9.05%22.45%Q4 2012Q1 202288
M&T BANK CORP 42420.00%0.56%1.46%Q2 2013Q3 202387
WOLVERINE TRADING, LLC 17120.00%5.29%17.99%Q2 2016Q3 202387
Veritable, L.P. 43430.00%7.33%18.21%Q4 2012Q2 202386
HAP Trading, LLC 1970.00%0.31%3.10%Q2 2013Q3 202385
CLEAR STREET MARKETS LLC 42420.00%3.70%30.79%Q2 2013Q3 202384
UBS OCONNOR LLC 2320.00%0.11%1.39%Q2 2013Q3 202384
GUGGENHEIM CAPITAL LLC 42420.01%0.44%1.51%Q2 2013Q3 202384
Kovitz Investment Group Partners, LLC 31310.00%0.25%1.54%Q1 2016Q3 202384
Polar Asset Management Partners Inc. 42420.00%4.92%26.03%Q2 2013Q3 202383
TUDOR INVESTMENT CORP ET AL 2910.01%9.06%51.90%Q3 2013Q3 202382
TWO SIGMA SECURITIES, LLC 2870.01%4.67%21.67%Q4 2014Q3 202382
Lido Advisors, LLC 31311.37%10.62%29.06%Q1 2016Q3 202381
DUMONT & BLAKE INVESTMENT ADVISORS LLC 42420.01%4.12%8.91%Q2 2013Q3 202381
Bank of New York Mellon Corp 49490.00%1.10%62.68%Q3 2011Q3 202380
Lumina Fund Management LLC 42420.13%43.13%83.14%Q2 2013Q3 202378
Soros Fund Management 2710.02%3.00%17.94%Q2 2013Q2 202377
SNS Financial Group, LLC 43430.01%5.01%14.86%Q1 2013Q3 202376
Brookstone Capital Management 40400.00%6.37%47.79%Q4 2013Q3 202376
CHILTON CAPITAL MANAGEMENT LLC 42420.04%0.97%2.00%Q2 2013Q3 202375
Sigma Planning Corp 36360.00%0.66%2.68%Q4 2014Q3 202375
SHELTON CAPITAL MANAGEMENT 42420.01%0.65%6.97%Q2 2013Q3 202375
TORONTO DOMINION BANK 43430.00%1.12%12.31%Q1 2013Q3 202372
LPL Financial LLC 42420.00%1.46%4.55%Q2 2013Q3 202372
TRUIST FINANCIAL CORP 42420.00%1.20%2.56%Q2 2013Q3 202372
BOOTHBAY FUND MANAGEMENT, LLC 2120.02%2.86%20.90%Q4 2014Q3 202369
SCOGGIN MANAGEMENT LP 1540.03%10.23%41.40%Q2 2013Q3 202369
ARGI Investment Services, LLC 39390.05%0.30%1.47%Q2 2013Q4 202269
Bluefin Trading, LLC 29290.00%0.95%11.11%Q2 2013Q2 202068
Stadion Money Management, LLC 3320.01%7.18%27.49%Q2 2013Q3 202368
Laurion Capital Management LP 1710.00%3.50%28.60%Q2 2013Q3 202368
SIGNET FINANCIAL MANAGEMENT, LLC 36360.00%0.36%1.45%Q4 2014Q3 202368
Allen Capital Group, LLC 2030.00%0.68%7.59%Q4 2017Q3 202368
MOORE CAPITAL MANAGEMENT, LP 1760.07%4.33%23.59%Q2 2013Q3 202367
US BANCORP \DE\ 42420.00%2.57%4.72%Q2 2013Q3 202366
Luxor Capital Group, LP 1630.02%13.38%66.39%Q2 2013Q3 202366
MAI Capital Management 36360.00%2.72%6.65%Q4 2014Q3 202365
BRANT POINT INVESTMENT MANAGEMENT LLC 3410.47%19.51%39.14%Q2 2013Q3 202365
M.D. Sass, Inc. 40400.03%3.02%20.11%Q4 2013Q3 202365
SYMMETRY PEAK MANAGEMENT LLC 3110.68%13.80%41.89%Q2 2013Q3 202365
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 32320.00%1.71%5.49%Q4 2015Q3 202364
Institute for Wealth Management, LLC. 26110.00%3.92%30.32%Q2 2013Q3 202364
Invesco Ltd. 42420.00%0.00%0.01%Q2 2013Q3 202363
Clear Harbor Asset Management, LLC 39390.00%0.77%3.31%Q1 2014Q3 202363
CenterStar Asset Management, LLC 24240.01%6.78%50.26%Q4 2017Q3 202362
FRANKLIN RESOURCES INC 42420.00%0.08%0.38%Q2 2013Q3 202362
Fort Point Capital Partners LLC 40400.02%11.95%29.61%Q4 2013Q3 202362
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.04%0.70%8.08%Q2 2013Q3 202362
RMB Capital Management, LLC 42420.02%1.90%10.68%Q2 2013Q3 202361
Ionic Capital Management LLC 2410.00%5.70%46.38%Q2 2013Q4 202161
BANK OF NOVA SCOTIA 43430.01%1.88%9.64%Q1 2013Q3 202360
Clean Yield Group 42420.00%2.58%18.14%Q2 2013Q3 202360
Dynamic Advisor Solutions LLC 3360.00%0.88%2.61%Q4 2013Q3 202360
Horizon Investments, LLC 30110.00%5.75%37.15%Q2 2013Q3 202360
Partnervest Advisory Services LLC 30300.00%9.88%27.52%Q2 2013Q3 202060
CREDIT AGRICOLE S A 24150.00%1.34%10.02%Q2 2013Q3 202360
Pekin Hardy Strauss, Inc. 43430.04%4.56%60.64%Q1 2013Q3 202360
Jump Trading, LLC 1490.01%12.95%41.86%Q2 2013Q1 201960
CIBC WORLD MARKET INC. 42420.00%0.24%0.98%Q2 2013Q3 202360
AE Wealth Management LLC 28280.00%0.46%2.11%Q4 2016Q3 202360
SIGNATUREFD, LLC 42420.00%0.66%2.34%Q2 2013Q3 202360
Calamos Advisors LLC 3410.00%0.83%4.00%Q2 2013Q3 202359
Rehmann Capital Advisory Group 4210.01%0.57%1.93%Q4 2008Q3 202359
Raymond James Financial Services Advisors, Inc. 23180.00%1.23%2.84%Q2 2013Q3 202358
Squarepoint Ops LLC 1410.00%1.19%9.78%Q2 2015Q3 202358
Kingsview Wealth Management, LLC 2060.00%0.39%1.80%Q1 2017Q3 202358
Keel Point, LLC 35350.00%2.82%13.43%Q1 2015Q3 202358
Elite Wealth Management, Inc. 24170.11%27.72%86.07%Q3 2012Q3 202358
Neuberger Berman Group LLC 42420.00%0.07%0.42%Q2 2013Q3 202358
TRUSTCORE FINANCIAL SERVICES, LLC 21210.00%4.68%17.50%Q4 2017Q4 202257
Centiva Capital, LP 2210.06%5.94%66.74%Q4 2017Q3 202357
Linscomb & Williams, Inc. 42420.02%0.26%0.92%Q2 2013Q3 202357
Sheaff Brock Investment Advisors, LLC 32320.00%8.20%29.17%Q4 2015Q3 202357
Mirae Asset Global Investments Co., Ltd. 4210.02%0.82%5.88%Q4 2008Q3 202356
Cetera Advisor Networks LLC 43430.00%1.36%2.68%Q1 2013Q3 202356
Capital Wealth Planning, LLC 23180.00%3.40%14.22%Q2 2013Q3 202356
Joel Isaacson & Co., LLC 44440.00%1.92%3.07%Q4 2012Q3 202356
XR Securities LLC 2210.02%22.31%70.97%Q4 2017Q3 202356
Taconic Capital Advisors LP 39390.00%4.63%45.04%Q2 2013Q4 202256
Capula Management Ltd 21210.00%4.50%21.86%Q3 2018Q3 202355
MIZUHO SECURITIES USA LLC 3110.00%24.12%71.37%Q2 2013Q3 202355
Cornerstone Wealth Management, LLC 2530.00%0.55%1.98%Q3 2016Q3 202355
BEACON INVESTMENT ADVISORY SERVICES, INC. 34340.15%12.93%34.26%Q2 2015Q3 202354
Alexandria Capital, LLC 34340.00%3.28%12.50%Q2 2013Q3 202154
CONNING INC. 42420.00%1.70%2.74%Q2 2013Q3 202354
SpiderRock Advisors, LLC 27270.05%10.10%32.67%Q1 2017Q3 202354
SECURIAN ASSET MANAGEMENT, INC 54540.15%0.50%2.22%Q2 2010Q3 202354
Westchester Capital Management, LLC 44440.60%4.51%11.82%Q4 2012Q3 202354
HBK INVESTMENTS L P 1610.05%12.74%55.88%Q2 2013Q3 202354
CSS LLC/IL 1110.01%0.47%1.86%Q1 2014Q3 202353
Cetera Investment Advisers 32320.00%0.93%3.60%Q4 2015Q3 202353
Dakota Wealth Management 36360.00%1.12%2.80%Q4 2014Q3 202353
MARINER INVESTMENT GROUP LLC 1530.00%2.68%43.55%Q2 2013Q1 202353
PEAK6 Investments LLC 21210.00%1.22%7.65%Q3 2018Q3 202353
Private Advisor Group, LLC 40400.00%1.92%6.99%Q4 2013Q3 202353
BB&T SECURITIES, LLC 26260.00%0.48%1.55%Q2 2013Q3 201952
PICTON MAHONEY ASSET MANAGEMENT 25100.00%0.98%16.27%Q4 2014Q3 202352
Laird Norton Wetherby Wealth Management, LLC 42420.04%1.09%3.40%Q2 2013Q3 202352
LUMINUS MANAGEMENT LLC 1620.05%4.85%15.75%Q3 2013Q2 202152
PATHSTONE FAMILY OFFICE, LLC 3110.00%2.97%43.54%Q2 2013Q3 202352
TWO SIGMA ADVISERS, LP 2320.00%0.99%5.52%Q2 2013Q3 202352
Fiera Capital Corp 42420.00%0.26%0.89%Q2 2013Q3 202352
NWAM LLC 46460.04%0.49%0.94%Q2 2012Q3 202351
GLENMEDE TRUST CO NA 4520.33%0.95%2.40%Q3 2010Q3 202351
Lombard Odier Asset Management (USA) Corp 910.01%3.05%22.66%Q3 2013Q3 202351
DSC Advisors, L.P. 1510.00%8.66%60.50%Q2 2013Q1 202251
Sanders Capital, LLC 4830.05%1.03%2.88%Q4 2010Q3 202351
Financial Architects, Inc 3640.02%0.46%0.95%Q2 2013Q2 202350
Interval Partners, LP 38380.12%4.09%12.78%Q2 2014Q3 202350
PEAK6 Group LLC 21210.00%0.34%1.64%Q2 2013Q2 201850
Hilltop Holdings Inc. 41410.06%1.42%4.72%Q3 2013Q3 202350
Lavaca Capital LLC 20200.23%13.58%51.32%Q4 2018Q3 202350
Bach Option Ltd 17170.79%13.66%32.00%Q4 2015Q4 201950
EXENCIAL WEALTH ADVISORS, LLC 3390.00%0.85%1.57%Q1 2013Q3 202350
Cetera Advisors LLC 42420.00%2.19%4.74%Q2 2013Q3 202349
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 42420.00%18.54%31.40%Q2 2013Q3 202349
Meritage Group LP 2310.01%10.44%28.85%Q2 2013Q3 202349
PRICE T ROWE ASSOCIATES INC /MD/ 3730.00%0.00%0.02%Q2 2013Q3 202349
Plante Moran Financial Advisors, LLC 42420.06%3.30%6.53%Q2 2013Q3 202349
BROWN ADVISORY INC 42420.00%0.36%0.70%Q2 2013Q3 202349
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.37%0.76%Q2 2013Q3 202349
Allianz Asset Management GmbH 42420.01%0.82%3.12%Q2 2013Q3 202348
Foresight Wealth Management, LLC 16160.10%12.73%72.63%Q4 2018Q3 202248
ExodusPoint Capital Management, LP 1810.02%3.48%20.94%Q4 2018Q3 202348
MV CAPITAL MANAGEMENT, INC. 36360.01%0.16%0.45%Q4 2014Q3 202348
BLAIR WILLIAM & CO/IL 42420.00%0.69%1.18%Q2 2013Q3 202348
SCOTIA CAPITAL INC. 42420.12%0.87%7.29%Q2 2013Q3 202348
MUFG Americas Holdings Corp 48480.53%1.12%1.60%Q4 2010Q3 202248
JANA PARTNERS LLC 2220.00%7.03%30.30%Q2 2013Q2 202348
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.01%0.64%1.29%Q2 2013Q3 202348
Manchester Capital Management LLC 38380.03%11.95%17.14%Q2 2014Q3 202348
BRAVE ASSET MANAGEMENT INC 40400.14%2.41%7.28%Q4 2013Q3 202348
MARSHALL WACE, LLP 1010.00%0.43%1.91%Q4 2015Q3 202348
MONETA GROUP INVESTMENT ADVISORS LLC 45450.00%1.72%4.46%Q3 2012Q3 202348
FRONTIER INVESTMENT MGMT CO 28280.02%1.73%24.52%Q3 2013Q2 202047
Zhang Financial LLC 47470.60%1.24%1.53%Q1 2012Q3 202347
COWEN INC. 1410.00%2.08%13.01%Q1 2013Q2 201947
DAVENPORT & Co LLC 42420.02%0.23%2.04%Q2 2013Q3 202347
SYNOVUS FINANCIAL CORP 42420.00%0.99%1.62%Q2 2013Q3 202347
SHEPHERD KAPLAN KROCHUK, LLC 19140.07%2.53%12.76%Q2 2013Q1 202247
MCF Advisors LLC 4071.33%9.89%17.82%Q4 2011Q3 202347
SHUFRO ROSE & CO LLC 42420.00%0.06%0.41%Q2 2013Q3 202347
Seven Post Investment Office LP 42421.21%14.38%41.40%Q2 2013Q3 202347
PROFFITT & GOODSON INC 42420.01%20.07%32.78%Q2 2013Q3 202347
J.P. Morgan Private Wealth Advisors LLC 42420.00%3.70%7.30%Q2 2013Q3 202347
First Horizon Advisors, Inc. 47470.52%2.51%5.03%Q1 2012Q3 202347
AMERIPRISE FINANCIAL INC 42420.00%0.64%1.82%Q2 2013Q3 202347
Smith & Howard Wealth Management, LLC 42420.00%0.62%2.10%Q2 2013Q3 202347
BUCKINGHAM STRATEGIC WEALTH, LLC 40400.00%0.57%1.25%Q4 2013Q3 202347
INTEGRAL DERIVATIVES, LLC 18180.01%13.68%51.70%Q4 2013Q1 201846
Valmark Advisers, Inc. 2410.01%0.05%0.10%Q1 2016Q3 202346
HBK Sorce Advisory LLC 42420.01%0.27%0.51%Q2 2013Q3 202346
HOURGLASS CAPITAL, LLC 42420.10%1.67%21.17%Q2 2013Q3 202346
QCM Cayman, Ltd. 1310.08%2.54%7.98%Q2 2013Q3 202146
PointState Capital LP 29290.00%8.71%51.72%Q3 2016Q3 202346
Evercore Wealth Management, LLC 42420.20%0.83%1.37%Q2 2013Q3 202346
Ballentine Partners, LLC 42420.00%3.69%5.77%Q2 2013Q3 202346
Perigon Wealth Management, LLC 2710.00%2.13%5.31%Q3 2011Q3 202346
D. E. Shaw & Co., Inc. 42420.06%0.27%1.12%Q2 2013Q3 202346
Mariner, LLC 42420.00%1.62%3.37%Q2 2013Q3 202346
Kovack Advisors, Inc. 39390.00%4.19%13.58%Q1 2014Q3 202346
Sequoia Financial Advisors, LLC 40400.00%0.45%0.99%Q4 2013Q3 202346
HMS Capital Management, LLC 29290.54%11.21%21.64%Q3 2016Q3 202346
StrategIQ Financial Group, LLC 32320.00%0.72%3.36%Q4 2015Q3 202346
Regal Investment Advisors LLC 2710.00%1.52%2.47%Q2 2013Q3 202345
Gryphon Financial Partners LLC 24240.03%2.08%3.67%Q4 2017Q3 202345
DRIEHAUS CAPITAL MANAGEMENT LLC 34340.00%0.02%0.16%Q3 2014Q4 202245
King Wealth Management Group 42420.00%7.51%12.19%Q2 2013Q3 202345
Valeo Financial Advisors, LLC 25250.00%9.88%20.40%Q3 2017Q3 202345
COMMERCE BANK 43430.01%0.76%1.18%Q1 2013Q3 202345
TELEMUS CAPITAL, LLC 41410.00%3.12%5.70%Q3 2013Q3 202345
Empyrean Capital Partners, LP 2711.95%12.46%39.91%Q2 2013Q1 202345
BRIGHTON JONES LLC 26150.00%0.74%1.20%Q2 2013Q3 202345
BBT Capital Management, LLC 22220.08%3.73%15.04%Q2 2013Q3 201845
GFS Advisors, LLC 42420.13%3.22%12.01%Q2 2013Q3 202345
Bienville Capital Management, LLC 2310.00%9.01%35.56%Q4 2014Q3 202345
Eos Management, L.P. 42420.08%14.09%38.60%Q2 2013Q3 202345
Destination Wealth Management 4110.00%0.17%0.33%Q1 2013Q3 202345
OPTIMUM INVESTMENT ADVISORS 3470.00%2.95%5.25%Q3 2013Q4 202345
FineMark National Bank & Trust 42420.09%4.65%5.90%Q2 2013Q3 202344
WMS Partners, LLC 27120.03%0.25%0.70%Q2 2013Q3 202344
BRIGADE CAPITAL MANAGEMENT, LP 3010.30%21.27%71.28%Q2 2013Q3 202244
East Coast Asset Management, LLC. 44440.52%1.02%1.70%Q4 2012Q3 202344
Capstone Financial Advisors, Inc. 40400.02%0.48%1.53%Q4 2013Q3 202344
MAPLELANE CAPITAL, LLC 810.00%6.13%21.57%Q2 2013Q2 202344
PAYDEN & RYGEL 41410.01%1.23%17.39%Q2 2013Q2 202344
SUNTRUST BANKS INC 26260.00%1.35%3.44%Q2 2013Q3 201944
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42420.00%1.03%2.59%Q2 2013Q3 202344
Wind River Trust Co 44444.77%10.08%18.72%Q4 2012Q3 202344
New England Private Wealth Advisors LLC 44441.84%4.86%6.50%Q4 2012Q3 202344
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.34%1.03%1.30%Q2 2010Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.32%0.69%0.90%Q4 2012Q3 202344
BEACH INVESTMENT COUNSEL INC/PA 44440.16%0.45%0.88%Q1 2013Q4 202344
CPWM, LLC 44440.43%1.57%3.07%Q4 2011Q3 202244
SFMG, LLC 42420.01%4.53%14.41%Q2 2013Q3 202344
LVW Advisors, LLC 36360.08%0.41%1.76%Q4 2014Q3 202344
TCI Wealth Advisors, Inc. 44440.35%0.93%1.84%Q4 2012Q3 202344
Citizens Business Bank 44440.43%1.35%2.19%Q4 2012Q3 202344
BRYN MAWR TRUST Co 43431.16%1.63%2.44%Q1 2013Q3 202343
Ameritas Investment Partners, Inc. 42420.06%0.48%0.99%Q2 2013Q3 202343
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 42420.00%0.15%0.44%Q2 2013Q3 202343
BALDWIN BROTHERS LLC/MA 43430.09%0.20%0.36%Q2 2013Q4 202343
Daiwa Securities Group Inc. 2150.00%0.05%0.29%Q2 2013Q3 202343
CARRET ASSET MANAGEMENT, LLC 43430.10%0.47%0.77%Q1 2013Q3 202343
BROWN BROTHERS HARRIMAN & CO 43430.00%0.20%0.66%Q1 2013Q3 202343
Stelac Advisory Services LLC 4217.03%19.06%39.03%Q4 2012Q3 202343
WELCH CAPITAL PARTNERS LLC/NY 42420.07%17.16%52.66%Q2 2013Q3 202343
VAUGHAN DAVID INVESTMENTS LLC/IL 43430.02%0.06%0.10%Q1 2013Q3 202343
Stairway Partners, LLC 43437.40%11.30%53.08%Q2 2013Q4 202343
Harbour Capital Advisors, LLC 31120.65%0.82%1.11%Q1 2013Q4 202343
CACTI ASSET MANAGEMENT LLC 43430.03%0.70%1.02%Q2 2013Q4 202343
Berkshire Money Management, Inc. 43438.06%18.51%30.98%Q1 2013Q3 202343
Peregrine Asset Advisers, Inc. 43430.17%0.88%3.02%Q1 2013Q3 202343
Ancora Advisors LLC 42420.00%0.41%2.20%Q2 2013Q3 202343
ASPIRIANT, LLC 42420.01%3.86%12.01%Q2 2013Q3 202343
Crestwood Advisors Group, LLC 42420.00%1.29%3.29%Q2 2013Q3 202343
COLDSTREAM CAPITAL MANAGEMENT INC 3740.02%1.43%2.90%Q2 2013Q3 202343
SIGMA INVESTMENT COUNSELORS INC 42420.37%0.73%0.97%Q2 2013Q3 202343
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.00%1.11%2.65%Q2 2015Q3 202343
First National Bank of Mount Dora, Trust Investment Services 43432.91%3.77%5.85%Q2 2013Q4 202343
Montecito Bank & Trust 43431.19%3.53%6.41%Q2 2013Q4 202343
PUTNAM INVESTMENTS LLC 42420.00%0.05%0.18%Q2 2013Q3 202343
PINNACLE ASSOCIATES LTD 42420.01%1.00%1.84%Q2 2013Q3 202343
Goelzer Investment Management, Inc. 43430.88%1.85%3.96%Q1 2013Q3 202343
SHEETS SMITH WEALTH MANAGEMENT 43430.21%0.56%4.66%Q1 2013Q3 202343
Capital Analysts, LLC 29140.00%0.33%0.84%Q4 2012Q3 202343
KING LUTHER CAPITAL MANAGEMENT CORP 42420.01%0.04%0.19%Q2 2013Q3 202343
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.06%0.52%0.86%Q2 2013Q3 202343
Moors & Cabot, Inc. 39390.00%0.37%0.60%Q1 2014Q3 202343
Ulysses Management LLC 3020.88%29.52%52.45%Q2 2013Q3 202343
PRIVATE TRUST CO NA 43430.44%1.54%2.58%Q1 2013Q3 202343
QUANTUM CAPITAL MANAGEMENT 30300.00%0.85%3.12%Q2 2013Q3 202043
MYCIO WEALTH PARTNERS, LLC 42420.28%6.69%10.35%Q2 2013Q3 202343
Goldstein Munger & Associates 43430.46%1.63%4.16%Q1 2012Q3 202243
Retirement Systems of Alabama 43430.40%0.47%0.66%Q1 2013Q3 202343
Geller Advisors LLC 42420.27%33.16%55.08%Q2 2013Q3 202343
HM PAYSON & CO 42420.46%1.10%7.95%Q2 2013Q3 202342
FIRST FOUNDATION ADVISORS 42420.18%0.56%1.48%Q2 2013Q3 202342
DELTA ASSET MANAGEMENT LLC/TN 42420.01%0.06%0.20%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.24%0.70%1.10%Q2 2013Q3 202342
Schonfeld Strategic Advisors LLC 2310.00%0.75%6.67%Q1 2016Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.14%0.28%0.77%Q2 2013Q3 202342
Apriem Advisors 42420.24%1.17%2.93%Q2 2013Q3 202342
Modera Wealth Management, LLC 42420.21%0.64%1.16%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.54%1.08%2.27%Q2 2013Q3 202342
PENINSULA ASSET MANAGEMENT INC 42420.87%1.05%1.58%Q2 2013Q3 202342
GOULD ASSET MANAGEMENT LLC /CA/ 424230.74%38.31%47.07%Q2 2013Q3 202342
FIRST CITIZENS BANK & TRUST CO 42420.11%1.52%5.33%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42422.32%4.71%7.40%Q2 2013Q3 202342
KLINGENSTEIN FIELDS & CO LP 42420.24%0.59%1.61%Q2 2013Q3 202342
FRONT BARNETT ASSOCIATES LLC 42420.41%0.55%0.66%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42421.78%4.82%11.50%Q2 2013Q3 202342
Gradient Investments LLC 42420.02%3.18%20.98%Q2 2013Q3 202342
Cubic Asset Management, LLC 42420.54%0.72%0.86%Q2 2013Q3 202342
CHURCHILL MANAGEMENT Corp 42420.34%7.87%19.63%Q2 2013Q3 202342
CAPITAL CITY TRUST CO/FL 42420.36%0.73%2.58%Q2 2013Q3 202342
SouthState Corp 42420.07%0.66%1.06%Q2 2013Q3 202342
Birch Hill Investment Advisors LLC 42420.04%0.07%0.10%Q2 2013Q3 202342
Annex Advisory Services, LLC 42420.18%0.60%7.12%Q2 2013Q3 202342
WEATHERLY ASSET MANAGEMENT L. P. 42420.09%0.16%0.26%Q2 2013Q3 202342
DUBUQUE BANK & TRUST CO 42420.26%0.97%3.08%Q2 2013Q3 202342
Aviance Capital Partners, LLC 42420.22%0.37%0.55%Q2 2013Q3 202342
MAIRS & POWER INC 42420.03%0.09%0.31%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.14%0.24%0.40%Q2 2013Q3 202342
BURKE & HERBERT BANK & TRUST CO 42422.28%4.80%6.65%Q2 2013Q3 202342
National Mutual Insurance Federation of Agricultural Cooperatives 42428.29%18.75%34.64%Q2 2013Q3 202342
Windsor Capital Management, LLC 42420.16%2.65%4.42%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.03%0.04%0.09%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.06%0.77%1.78%Q2 2013Q3 202342
FIRST MERCHANTS CORP 42420.34%0.54%0.95%Q2 2013Q3 202342
CAPE COD FIVE CENTS SAVINGS BANK 42420.24%0.31%0.41%Q2 2013Q3 202342
MISSION WEALTH MANAGEMENT, LP 34340.00%0.48%0.82%Q2 2015Q3 202342
Hudock, Inc. 42420.00%0.08%0.47%Q2 2013Q3 202342
Greenwich Wealth Management LLC 42421.68%14.01%37.07%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42426.65%9.84%11.51%Q2 2013Q3 202342
Atria Investments, Inc 42420.88%3.19%8.90%Q2 2013Q3 202342
DEUTSCHE BANK AG\ 2460.00%0.49%3.24%Q3 2013Q3 202342
CONFLUENCE INVESTMENT MANAGEMENT LLC 42420.04%0.09%0.22%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.42%0.89%2.44%Q2 2013Q3 202342
Legal & General Group Plc 42420.00%0.01%0.04%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.45%0.70%0.89%Q2 2013Q3 202342
CHATHAM CAPITAL GROUP, INC. 42420.19%0.56%1.59%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.49%0.86%2.72%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.86%1.21%2.50%Q2 2013Q3 202342
Benin Management CORP 42423.13%22.87%40.09%Q2 2013Q3 202342
MONETTA FINANCIAL SERVICES INC 42427.01%10.73%15.55%Q2 2013Q3 202342
STOCK YARDS BANK & TRUST CO 42421.76%2.76%3.68%Q2 2013Q3 202342
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 42421.09%4.16%7.06%Q2 2013Q3 202342
SENTINEL TRUST CO LBA 42421.42%3.53%8.80%Q2 2013Q3 202342
PINNACLE FINANCIAL PARTNERS INC 42421.57%2.82%4.30%Q2 2013Q3 202342
FIRST HAWAIIAN BANK 42421.16%3.87%7.44%Q2 2013Q3 202342
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 42420.37%2.69%6.17%Q2 2013Q3 202342
FOSTER DYKEMA CABOT & CO INC/MA 42429.55%16.48%22.41%Q2 2013Q3 202342
Accuvest Global Advisors 42420.22%12.52%37.80%Q2 2013Q3 202342
B & T Capital Management DBA Alpha Capital Management 42420.39%1.02%5.47%Q2 2013Q3 202342
WASHINGTON CAPITAL MANAGEMENT, INC 42420.58%3.65%6.21%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.00%0.00%0.02%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.17%1.02%4.36%Q2 2013Q3 202342
Van Cleef Asset Management,Inc 42420.82%1.17%1.90%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.35%0.67%1.49%Q2 2013Q3 202342
AMI INVESTMENT MANAGEMENT INC 42422.23%6.82%19.40%Q2 2013Q3 202342
Family Capital Trust Co 42420.23%0.79%1.70%Q2 2013Q3 202342
Norinchukin Bank, The 424214.48%20.98%27.37%Q2 2013Q3 202342
EASTERN BANK 42423.54%4.97%8.58%Q2 2013Q3 202342
MOGY JOEL R INVESTMENT COUNSEL INC 42420.08%0.14%0.22%Q2 2013Q3 202342
Bison Wealth, LLC 36360.02%1.79%3.04%Q4 2014Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.04%0.10%0.46%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.12%0.17%0.26%Q2 2013Q4 202342
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 42420.03%0.08%0.15%Q2 2013Q3 202342
Retirement Planning Group, LLC 42420.06%0.35%1.17%Q2 2013Q3 202342
PETTYJOHN, WOOD & WHITE, INC 42421.13%3.56%4.65%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.58%1.30%2.68%Q2 2013Q3 202342
EAGLE GLOBAL ADVISORS LLC 42420.03%0.11%0.42%Q2 2013Q3 202342
Miller Investment Management, LP 424218.29%30.85%47.71%Q2 2013Q3 202342
WADE G W & INC 42421.48%2.43%4.74%Q2 2013Q3 202342
Drexel Morgan & Co. 42420.88%2.57%8.94%Q2 2013Q3 202342
NORTHSTAR ASSET MANAGEMENT LLC 42421.46%2.12%2.51%Q2 2013Q3 202342
Jasper Ridge Partners, L.P. 42420.44%1.00%3.72%Q2 2013Q3 202342
BOKF, NA 3290.09%1.29%1.81%Q2 2013Q3 202342
Gilman Hill Asset Management, LLC 42420.25%0.85%1.79%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.05%0.16%0.31%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42428.93%10.18%12.24%Q2 2013Q3 202342
ROTHSCHILD INVESTMENT LLC /IL 42420.09%0.47%0.98%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.16%0.38%2.42%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.12%0.36%0.57%Q2 2013Q3 202342
TOMPKINS FINANCIAL CORP 32100.01%0.18%0.50%Q2 2013Q4 202342
BOSTON FAMILY OFFICE LLC 42422.18%2.41%2.74%Q2 2013Q3 202342
Cohen Klingenstein LLC 42423.36%7.51%14.83%Q2 2013Q3 202342
RBF Capital, LLC 29121.29%4.97%6.81%Q2 2013Q3 202342
SEGALL BRYANT & HAMILL, LLC 3570.07%0.10%0.13%Q1 2013Q3 202342
Legacy Wealth Management, Inc 42420.37%0.59%1.73%Q2 2013Q3 202342
Renaissance Investment Group LLC 42420.36%0.59%1.27%Q2 2013Q3 202342
Tower Research Capital LLC (TRC) 42420.10%14.74%60.39%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.30%0.78%1.14%Q2 2013Q3 202342
WHITE PINE CAPITAL LLC 42420.01%1.22%1.82%Q2 2013Q3 202342
Choate Investment Advisors 42421.10%1.41%1.98%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.44%0.75%1.22%Q2 2013Q3 202342
WHITTIER TRUST CO 42423.58%5.60%7.40%Q2 2013Q3 202342
Allworth Financial LP 42420.06%0.91%4.34%Q2 2013Q3 202342
1834 INVESTMENT ADVISORS CO 42420.27%0.37%0.80%Q2 2013Q3 202342
Portland Global Advisors LLC 424210.30%15.86%19.24%Q2 2013Q3 202342
CADINHA & CO LLC 42420.16%1.06%7.40%Q2 2013Q3 202342
EDGAR LOMAX CO/VA 42420.02%0.08%0.16%Q2 2013Q3 202342
KAYS FINANCIAL ADVISORY CORP /ADV 28280.02%7.07%12.40%Q4 2013Q3 202042
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.11%5.44%9.88%Q2 2013Q3 202342
Parkside Financial Bank & Trust 42420.10%0.41%0.69%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.29%0.73%1.26%Q2 2013Q3 202342
EQUITEC PROPRIETARY MARKETS, LLC 1110.00%18.39%61.29%Q4 2014Q3 202342
IMA Wealth, Inc. 42420.16%0.21%0.31%Q2 2013Q3 202342
Estate Counselors, LLC 42420.40%5.29%9.37%Q2 2013Q3 202342
BOSTON FINANCIAL MANGEMENT LLC 42420.08%0.30%0.54%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.07%0.74%3.11%Q2 2013Q3 202342
LS Investment Advisors, LLC 42420.09%0.15%0.27%Q2 2013Q3 202342
Marquette Asset Management, LLC 42420.54%2.84%4.63%Q2 2013Q3 202342
Penobscot Investment Management Company, Inc. 42420.28%1.23%1.82%Q2 2013Q3 202342
PineBridge Investments, L.P. 42420.14%0.69%1.97%Q2 2013Q3 202342
Segment Wealth Management, LLC 42420.17%2.06%3.48%Q2 2013Q3 202342
Evanson Asset Management, LLC 40400.00%1.30%1.68%Q4 2013Q3 202342
BRAUN STACEY ASSOCIATES INC 42420.17%0.34%0.46%Q2 2013Q3 202342
SPINNAKER TRUST 42420.46%0.64%0.89%Q2 2013Q3 202342
MOODY LYNN & LIEBERSON, LLC 42420.21%1.38%5.16%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42421.13%2.05%4.82%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.63%1.14%1.66%Q2 2013Q3 202342
Reynders McVeigh Capital Management, LLC 42420.11%0.26%0.72%Q2 2013Q3 202342
GREENLEAF TRUST 42420.03%0.11%0.46%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.70%0.91%1.42%Q2 2013Q3 202342
BLACKHILL CAPITAL INC 42420.02%0.03%0.05%Q2 2013Q3 202342
KANAWHA CAPITAL MANAGEMENT LLC 42420.40%0.56%0.85%Q2 2013Q3 202342
First Washington CORP 42422.16%6.40%9.36%Q2 2013Q3 202342
Chesley Taft & Associates LLC 42420.87%1.32%1.71%Q2 2013Q3 202342
Oxbow Advisors, LLC 42420.07%0.19%0.39%Q2 2013Q3 202342
ROCKLAND TRUST CO 42420.10%0.25%0.55%Q2 2013Q3 202342
WAFRA INC. 42420.81%11.32%35.87%Q2 2013Q3 202342
MACKENZIE FINANCIAL CORP 38380.00%1.17%2.39%Q2 2014Q3 202342
FIRST MANHATTAN CO. LLC. 42420.04%0.06%0.08%Q2 2013Q3 202342
BERKSHIRE ASSET MANAGEMENT LLC/PA 42420.38%0.59%1.13%Q2 2013Q3 202342
Sandy Spring Bank 42420.19%3.65%4.92%Q2 2013Q3 202342
FIRST BUSINESS FINANCIAL SERVICES, INC. 42420.59%1.59%3.26%Q2 2013Q3 202342
MONTAG A & ASSOCIATES INC 42423.19%5.33%9.44%Q2 2013Q3 202342
Chevy Chase Trust Holdings, LLC 42420.07%0.29%0.66%Q2 2013Q3 202342
Haverford Trust Co 42420.12%0.51%1.53%Q2 2013Q3 202342
NAVELLIER & ASSOCIATES INC 23190.03%0.44%2.15%Q4 2012Q3 202342
AMARILLO NATIONAL BANK 42424.20%8.68%12.51%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.30%0.77%1.91%Q2 2013Q3 202342
ATALANTA SOSNOFF CAPITAL, LLC 42420.06%0.46%1.82%Q2 2013Q3 202342
Accredited Investors Inc. 42420.17%0.46%1.02%Q2 2013Q3 202342
Newman Dignan & Sheerar, Inc. 42420.03%0.50%0.93%Q2 2013Q3 202342
Caprock Group, LLC 36360.01%1.64%10.34%Q4 2014Q3 202342
ROBERTS GLORE & CO INC /IL/ 42420.48%1.32%1.85%Q2 2013Q3 202342
CENTRAL BANK & TRUST CO 42420.67%3.12%4.82%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42421.03%1.57%1.83%Q2 2013Q3 202342
SHAPIRO CAPITAL MANAGEMENT LLC 42420.09%0.37%2.19%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.50%0.85%1.38%Q2 2013Q3 202342
AMG National Trust Bank 42427.48%9.42%11.86%Q2 2013Q3 202342
PITCAIRN CO 42420.03%0.24%0.98%Q2 2013Q3 202342
CONNABLE OFFICE INC 42427.62%13.65%21.48%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.13%0.95%Q2 2013Q3 202342
FIRST UNITED BANK & TRUST 42421.36%3.89%7.33%Q2 2013Q3 202342
AXIS CAPITAL HOLDINGS LTD 424214.65%45.12%86.92%Q2 2013Q3 202342
PROFESSIONAL ADVISORY SERVICES INC 42420.09%0.18%0.26%Q2 2013Q3 202342
NBW CAPITAL LLC 42420.86%2.60%7.09%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.74%0.91%1.20%Q2 2013Q3 202342
Palisades Hudson Asset Management, L.P. 42428.04%15.48%23.52%Q2 2013Q3 202342
GUARDIAN CAPITAL ADVISORS LP 42420.38%0.56%1.14%Q2 2013Q3 202342
FMR LLC 42420.14%0.17%0.38%Q2 2013Q3 202342
WATERS PARKERSON & CO., LLC 42420.09%0.13%0.17%Q2 2013Q3 202342
NOVARE CAPITAL MANAGEMENT LLC 42421.60%3.59%5.75%Q2 2013Q3 202342
CULBERTSON A N & CO INC 42420.26%0.33%0.56%Q2 2013Q3 202342
BEESE FULMER INVESTMENT MANAGEMENT, INC. 42420.06%0.17%0.46%Q2 2013Q3 202342
BANK OF HAWAII 42424.76%6.70%13.14%Q2 2013Q3 202342
First Allied Advisory Services, Inc. 30300.00%1.06%3.25%Q2 2013Q3 202042
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.04%0.10%0.51%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.01%0.21%0.35%Q2 2013Q3 202342
Tufton Capital Management 42420.30%0.40%0.65%Q2 2013Q3 202342
BSW Wealth Partners 42422.70%8.79%18.47%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.60%2.26%3.50%Q2 2013Q3 202342
Telos Capital Management, Inc. 42420.04%0.24%0.59%Q2 2013Q3 202342
BOSTON RESEARCH & MANAGEMENT INC 42420.84%1.19%1.98%Q2 2013Q3 202342
MERITAGE PORTFOLIO MANAGEMENT 42420.32%0.45%0.74%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.10%0.16%0.35%Q2 2013Q3 202342
ARCADIA INVESTMENT MANAGEMENT CORP/MI 42420.06%0.15%0.36%Q2 2013Q3 202342
TWIN FOCUS CAPITAL PARTNERS, LLC 42422.29%3.82%6.95%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42423.04%3.85%4.68%Q2 2013Q3 202342
Global Endowment Management, LP 42421.76%4.54%7.85%Q2 2013Q3 202342
MCRAE CAPITAL MANAGEMENT INC 42420.06%0.13%0.21%Q2 2013Q3 202342
JFS WEALTH ADVISORS, LLC 42420.04%0.37%1.52%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42423.67%6.18%13.85%Q2 2013Q3 202342
Aull & Monroe Investment Management Corp 42420.53%0.71%0.97%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.36%0.64%1.09%Q2 2013Q3 202342
ST GERMAIN D J CO INC 3930.01%1.28%4.12%Q2 2013Q4 202342
Waverly Advisors, LLC 42420.35%0.89%3.18%Q2 2013Q3 202342
CAPTRUST FINANCIAL ADVISORS 42420.98%19.79%49.34%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.00%0.08%0.32%Q2 2013Q3 202342
Corsair Capital Management 42420.80%2.96%6.25%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 42420.02%0.08%0.27%Q2 2013Q3 202342
ZEVENBERGEN CAPITAL INVESTMENTS LLC 42420.01%0.03%0.08%Q2 2013Q3 202342
ARROW FINANCIAL CORP 42420.00%1.33%2.30%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.66%2.61%4.07%Q2 2013Q3 202342
Horrell Capital Management, Inc. 42420.01%0.03%0.08%Q2 2013Q3 202342
CONTINENTAL ADVISORS LLC 42421.77%9.05%26.04%Q2 2013Q3 202342
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 42420.20%0.31%0.60%Q2 2013Q3 202342
JNBA Financial Advisors 42420.12%0.28%0.76%Q2 2013Q3 202342
Dorsey & Whitney Trust CO LLC 42420.34%1.35%2.70%Q2 2013Q3 202342
Smith, Salley & Associates 42420.05%1.23%3.94%Q2 2013Q3 202342
PERRITT CAPITAL MANAGEMENT INC 42420.80%2.91%7.15%Q2 2013Q3 202342
Asset Management Group, Inc. 42420.47%0.58%0.77%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.08%0.24%0.47%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.60%1.52%2.19%Q2 2013Q3 202342
Sageworth Trust Co 42429.51%15.67%24.32%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.24%0.58%3.48%Q2 2013Q3 202342
Savant Capital, LLC 42420.35%0.64%0.83%Q2 2013Q3 202342
NTV ASSET MANAGEMENT LLC 42422.83%5.12%7.55%Q2 2013Q3 202342
COHEN & STEERS, INC. 42420.00%0.02%0.05%Q2 2013Q3 202342
Rathbones Group PLC 42420.17%0.54%0.79%Q2 2013Q3 202342
DAVIS R M INC 42420.22%0.87%3.78%Q2 2013Q3 202342
NORTH STAR ASSET MANAGEMENT INC 42420.14%0.22%0.33%Q2 2013Q3 202342
WELLINGTON MANAGEMENT GROUP LLP 42420.02%0.06%0.11%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.06%0.13%0.22%Q2 2013Q3 202342
Bridgewater Associates 42422.57%17.93%29.28%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.76%1.45%1.91%Q2 2013Q3 202342
Strategic Point Investment Advisors, LLC 42420.60%24.44%33.38%Q2 2013Q3 202342
Carlson Capital Management 42420.11%0.30%0.52%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.24%1.24%2.27%Q2 2013Q3 202342
Skylands Capital, LLC 42420.01%0.20%1.83%Q2 2013Q3 202342
BARINGS LLC 1410.01%9.75%35.96%Q4 2013Q3 202342
1ST SOURCE BANK 42422.98%3.93%5.12%Q2 2013Q3 202342
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 42420.06%0.77%2.45%Q2 2013Q3 202342
MOTCO 42420.07%0.14%0.18%Q2 2013Q3 202342
FIRST AMERICAN TRUST, FSB 42420.12%0.31%1.19%Q2 2013Q3 202342
Laffer Tengler Investments, Inc. 42420.01%0.40%1.50%Q2 2013Q3 202342
Baker Ellis Asset Management LLC 42420.32%0.44%0.56%Q2 2013Q3 202342
America First Investment Advisors, LLC 42420.02%0.23%0.62%Q2 2013Q3 202342
Hills Bank & Trust Co 424211.21%15.10%17.34%Q2 2013Q3 202342
Ledyard National Bank 42420.03%0.52%0.87%Q2 2013Q3 202342
ALLSTATE CORP 42421.34%6.72%23.12%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.12%3.07%13.61%Q2 2013Q3 202342
ICONIQ Capital, LLC 4110.00%0.31%0.84%Q1 2013Q3 202342
Baldwin Investment Management, LLC 42420.52%0.64%0.97%Q2 2013Q3 202342
PRIO WEALTH LIMITED PARTNERSHIP 42420.40%1.13%1.50%Q2 2013Q3 202342
JMG Financial Group, Ltd. 42425.80%8.96%12.19%Q2 2013Q3 202342
FAS Wealth Partners, Inc. 40400.13%0.36%0.81%Q4 2013Q3 202342
BBR PARTNERS, LLC 424218.92%30.88%47.19%Q2 2013Q3 202342
AXA S.A. 42420.01%0.08%0.81%Q2 2013Q3 202342
Legacy Private Trust Co. 42420.05%0.18%0.39%Q2 2013Q3 202342
Essex Financial Services, Inc. 42420.30%1.06%1.74%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.29%0.89%1.50%Q2 2013Q3 202342
EXCALIBUR MANAGEMENT CORP 42420.46%1.37%3.61%Q2 2013Q3 202342
NBT BANK N A /NY 42420.66%0.83%1.01%Q2 2013Q3 202342
Sand Hill Global Advisors, LLC 424211.70%16.88%24.56%Q2 2013Q3 202342
Main Management LLC 424211.56%16.78%26.57%Q2 2013Q3 202342
North Star Investment Management Corp. 42421.57%2.07%2.59%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.28%0.43%0.77%Q2 2013Q3 202342
TAURUS ASSET MANAGEMENT, LLC 42420.83%1.15%2.30%Q2 2013Q3 202342
EVERETT HARRIS & CO /CA/ 42420.02%0.05%0.07%Q2 2013Q3 202342
BOK Financial Private Wealth, Inc. 42420.05%0.16%0.32%Q2 2013Q3 202342
CONNORS INVESTOR SERVICES INC 42425.44%8.22%13.58%Q2 2013Q3 202342
CONGRESS ASSET MANAGEMENT CO /MA 42420.01%0.02%0.17%Q2 2013Q3 202342
Exchange Capital Management, Inc. 42420.23%0.77%2.70%Q2 2013Q3 202342
Cypress Capital Group 42420.18%0.51%1.43%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42421.38%1.67%2.29%Q2 2013Q3 202342
SOL Capital Management CO 42420.10%0.51%1.66%Q2 2013Q3 202342
Acropolis Investment Management, LLC 42420.04%0.13%0.28%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.86%3.97%7.77%Q2 2013Q3 202342
Evensky & Katz LLC 42420.04%0.19%0.29%Q2 2013Q3 202342
Bangor Savings Bank 42420.07%0.18%0.38%Q2 2013Q3 202342
BANK OF NOVA SCOTIA TRUST CO 42420.10%0.14%0.19%Q2 2013Q3 202342
OLD NATIONAL BANCORP /IN/ 42420.84%1.31%2.70%Q2 2013Q3 202342
COHEN LAWRENCE B 42421.19%3.93%8.70%Q2 2013Q3 202342
Coastline Trust Co 42420.17%0.37%1.52%Q2 2013Q3 202342
MORGAN STANLEY 42421.05%2.85%6.83%Q2 2013Q3 202342
First City Capital Management, Inc. 30110.00%1.02%3.20%Q2 2013Q3 202342
Busey Bank 42421.86%2.40%3.40%Q2 2013Q3 202342
McKinley Carter Wealth Services, Inc. 42420.12%0.25%0.48%Q2 2013Q3 202342
WASHINGTON TRUST Co 42420.65%2.30%4.32%Q2 2013Q3 202342
BIRINYI ASSOCIATES INC 42429.83%13.71%20.91%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.10%0.28%0.50%Q2 2013Q3 202342
OBERWEIS ASSET MANAGEMENT INC/ 42420.16%0.41%0.81%Q2 2013Q3 202342
Financial Advisory Group 424210.01%16.07%25.46%Q2 2013Q3 202342
BAILARD, INC. 31100.00%4.84%12.32%Q2 2013Q3 202342
GREAT LAKES ADVISORS, LLC 42420.04%0.15%0.54%Q2 2013Q3 202342
Ramsay, Stattman, Vela & Price, Inc. 42420.48%0.74%1.37%Q2 2013Q3 202342
NEW ENGLAND ASSET MANAGEMENT INC 42421.23%2.70%16.37%Q2 2013Q3 202342
Smithfield Trust Co 42420.31%0.70%1.54%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.12%0.23%0.41%Q2 2013Q3 202342
CONDOR CAPITAL MANAGEMENT 42422.90%4.47%6.49%Q2 2013Q3 202342
Aspen Investment Management Inc 42422.24%6.66%11.68%Q2 2013Q3 202342
Wallington Asset Management, LLC 42420.38%0.78%2.66%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.09%4.70%16.59%Q2 2013Q3 202342
First Heartland Consultants, Inc. 42420.24%2.04%6.67%Q2 2013Q3 202342
HANCOCK WHITNEY CORP 42420.07%0.40%0.91%Q2 2013Q3 202342
FIRST NATIONAL BANK SIOUX FALLS 42420.28%1.40%2.66%Q2 2013Q3 202342
Bell Bank 42420.19%7.75%21.74%Q2 2013Q3 202342
STATE STREET CORP 42420.04%0.12%0.21%Q2 2013Q3 202342
DT Investment Partners, LLC 424215.68%19.42%22.35%Q2 2013Q3 202342
Spears Abacus Advisors LLC 42420.16%0.39%0.66%Q2 2013Q3 202342
Aristotle Capital Management, LLC 42420.02%0.19%1.64%Q2 2013Q3 202342
HIGHLAND CAPITAL MANAGEMENT, LLC 42420.12%0.28%0.80%Q2 2013Q3 202342
CAMBRIDGE TRUST CO 42420.03%0.34%0.87%Q2 2013Q3 202342
BECK MACK & OLIVER LLC 42420.01%0.07%0.16%Q2 2013Q3 202342
ZACKS INVESTMENT MANAGEMENT 42420.01%0.25%1.21%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.41%0.97%1.87%Q2 2013Q3 202342
Nadler Financial Group, Inc. 42421.53%5.25%13.61%Q2 2013Q3 202342
TRUST CO OF OKLAHOMA 28130.20%1.87%4.57%Q2 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.00%0.15%0.38%Q2 2013Q3 202341
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 4010.13%0.25%0.48%Q2 2013Q3 202341
SUN LIFE FINANCIAL INC 3291.53%35.10%57.54%Q2 2013Q3 202341
CUMBERLAND ADVISORS INC 29121.67%8.50%23.66%Q2 2013Q3 202341
PRUDENTIAL PLC 41410.00%0.06%0.85%Q3 2013Q3 202341
First Personal Financial Services 35350.05%0.23%0.47%Q1 2015Q3 202341
K.J. Harrison & Partners Inc 27140.42%1.18%3.22%Q2 2013Q3 202341
Chanos & Co LP 1910.04%7.68%38.46%Q2 2013Q4 202241
Focused Wealth Management, Inc 41410.00%0.02%0.15%Q3 2013Q3 202341
UMB Bank, n.a. 3830.01%0.05%0.17%Q2 2013Q3 202341
JCIC Asset Management Inc. 3650.01%0.15%0.55%Q2 2013Q3 202341
HOLLENCREST CAPITAL MANAGEMENT 40400.00%11.05%16.91%Q4 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.77%1.44%2.02%Q2 2013Q3 202341
Janney Capital Management LLC 30110.10%2.78%9.78%Q2 2013Q3 202341
BANQUE PICTET & CIE SA 40400.04%1.43%3.36%Q4 2013Q3 202341
EP Wealth Advisors, LLC 41410.00%1.14%2.86%Q3 2013Q3 202341
WealthPLAN Partners, LLC 2110.00%0.23%1.12%Q1 2015Q4 202341
FORVIS Wealth Advisors, LLC 41410.05%0.31%0.90%Q3 2013Q3 202341
HOWE & RUSLING INC 3830.61%1.11%2.44%Q2 2013Q3 202341
COLONY GROUP LLC 41410.58%0.75%1.56%Q3 2013Q3 202341
SCS Capital Management LLC 3921.02%3.87%8.69%Q2 2013Q3 202341
BANK HAPOALIM BM 40401.02%5.03%10.25%Q4 2013Q3 202341
Endurance Wealth Management, Inc. 41410.07%0.13%0.32%Q2 2013Q2 202341
ALBION FINANCIAL GROUP /UT 31101.34%1.44%1.58%Q2 2013Q3 202341
Alaska Permanent Capital Management 32913.41%18.44%22.46%Q2 2013Q3 202341
SAWGRASS ASSET MANAGEMENT LLC 3470.01%0.03%0.23%Q2 2013Q3 202341
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 40400.01%13.74%45.16%Q4 2013Q3 202341
First Financial Bank - Trust Division 41412.62%4.42%7.36%Q4 2013Q4 202341
Homrich & Berg 33330.01%0.87%2.49%Q3 2013Q3 202141
Krilogy Financial LLC 32320.01%0.26%0.62%Q4 2015Q3 202341
Spot Trading L.L.C 16160.00%0.80%5.99%Q2 2013Q1 201741
MARCO INVESTMENT MANAGEMENT LLC 41410.26%1.12%1.56%Q3 2013Q3 202341
GW HENSSLER & ASSOCIATES LTD 3380.07%0.28%1.96%Q2 2013Q3 202341
ACG Wealth 3610.01%0.29%0.58%Q2 2013Q3 202241
Poplar Forest Capital LLC 4010.03%0.06%0.13%Q2 2013Q3 202341
Bollard Group LLC 41410.01%0.05%1.68%Q3 2013Q3 202341
Perella Weinberg Partners Capital Management LP 3430.85%9.08%27.32%Q2 2013Q3 202341
SCHRODER INVESTMENT MANAGEMENT GROUP 3470.02%0.15%0.86%Q2 2013Q3 202341
FLPUTNAM INVESTMENT MANAGEMENT CO 25160.63%0.94%1.55%Q2 2013Q3 202341
CYPRESS ASSET MANAGEMENT INC/TX 41410.20%0.30%0.42%Q2 2013Q2 202341
WealthTrust Axiom LLC 4010.09%0.13%0.23%Q2 2013Q3 202341
OMERS ADMINISTRATION Corp 3290.33%0.74%2.18%Q2 2013Q3 202341
Diversified Investment Strategies, LLC 3560.27%0.54%0.85%Q2 2013Q3 202341
Baltimore-Washington Financial Advisors, Inc. 3170.00%0.88%1.72%Q4 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.10%0.25%1.07%Q2 2013Q2 202341
Pentwater Capital Management LP 1520.00%1.96%11.78%Q2 2013Q3 202341
MIDDLETON & CO INC/MA 3920.29%0.46%0.79%Q2 2013Q3 202341
Karpus Management, Inc. 24170.02%2.02%9.26%Q2 2013Q3 202341
Point72 Hong Kong Ltd 810.21%4.42%21.97%Q3 2014Q3 202341
MCMILLION CAPITAL MANAGEMENT INC 41410.37%1.48%3.33%Q2 2013Q2 202341
ASSETMARK, INC 41410.00%4.00%18.66%Q3 2013Q3 202341
Freestone Capital Holdings, LLC 3320.02%5.53%88.30%Q2 2013Q3 202341
BRADLEY FOSTER & SARGENT INC/CT 28130.09%0.51%1.48%Q2 2013Q3 202341
Aureus Asset Management, LLC 3740.05%0.47%1.14%Q2 2013Q3 202341
Capital Planning Advisors, LLC 36360.00%0.30%0.52%Q4 2014Q3 202341
Prospera Financial Services Inc 23180.27%1.01%1.94%Q2 2013Q3 202341
EVERMAY WEALTH MANAGEMENT LLC 40400.12%9.67%29.47%Q4 2013Q3 202341
Diversified Trust Co 3712.58%4.41%9.18%Q2 2013Q4 202341
AlphaMark Advisors, LLC 3830.01%1.87%5.24%Q2 2013Q3 202341
OARSMAN CAPITAL, INC. 27140.19%0.33%0.66%Q2 2013Q3 202341
Cornerstone Capital, Inc. 41410.04%0.13%1.30%Q3 2013Q3 202341
Brookfield Asset Management 1210.01%0.44%3.00%Q2 2013Q2 202341
ABNER HERRMAN & BROCK LLC 41410.05%0.11%0.60%Q3 2013Q3 202341
Clark Capital Management Group, Inc. 28130.00%1.79%12.83%Q2 2013Q3 202341
ORLEANS CAPITAL MANAGEMENT CORP/LA 27140.11%0.29%0.94%Q2 2013Q3 202341
HOWLAND CAPITAL MANAGEMENT LLC 41410.84%1.04%1.48%Q3 2013Q3 202341
WBH ADVISORY INC 3830.55%1.62%13.47%Q2 2013Q3 202341
Swan Global Investments, LLC 40408.16%16.12%50.50%Q4 2013Q3 202341
KELLEHER FINANCIAL ADVISORS 23180.16%0.63%1.37%Q2 2013Q3 202341
CITY HOLDING CO 40400.22%0.55%0.88%Q4 2013Q3 202340
Tradewinds Capital Management, LLC 40400.01%0.05%0.19%Q4 2013Q3 202340
Compagnie Lombard Odier SCmA 40400.18%0.32%0.66%Q4 2013Q3 202340
Regis Management CO LLC 40400.41%0.62%1.29%Q1 2013Q4 202240
Court Place Advisors, LLC 40400.08%0.13%0.16%Q4 2013Q3 202340
GREENWOOD GEARHART INC 3820.03%0.11%0.25%Q3 2013Q3 202340
HERITAGE INVESTORS MANAGEMENT CORP 40400.02%0.09%0.18%Q4 2013Q3 202340
COMERICA BANK 3910.03%0.37%1.17%Q2 2013Q3 202340
SHAKER INVESTMENTS LLC/OH 40400.51%0.73%1.67%Q4 2013Q3 202340
IRON Financial LLC 40402.86%8.37%25.89%Q4 2013Q3 202340
Wunderlich Capital Managemnt 40400.89%2.09%12.49%Q4 2013Q3 202340
PARTHENON LLC 40400.06%0.14%0.17%Q4 2013Q3 202340
1832 Asset Management L.P. 38380.00%3.08%38.87%Q1 2014Q2 202340
Vigilant Capital Management, LLC 30100.01%0.09%0.17%Q2 2013Q2 202340
Blue Fin Capital, Inc. 40400.43%1.00%1.49%Q4 2013Q3 202340
LINCOLN NATIONAL CORP 40400.25%1.29%3.18%Q4 2013Q3 202340
PEAVINE CAPITAL, LLC 404035.96%40.85%47.71%Q4 2013Q3 202340
Parsec Financial Management, Inc. 40400.04%0.14%0.32%Q2 2013Q1 202340
Edge Wealth Management LLC 2320.02%0.28%0.65%Q2 2013Q3 202340
Perkins Coie Trust Co 40400.02%0.40%1.00%Q4 2013Q3 202340
Bouchey Financial Group Ltd 40401.34%2.61%5.58%Q4 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.02%0.28%0.73%Q4 2013Q4 202340
E&G Advisors, LP 40400.24%1.41%2.89%Q4 2013Q3 202340
WASHINGTON TRUST BANK 40400.00%0.14%0.64%Q4 2013Q3 202340
St. Johns Investment Management Company, LLC 39390.01%4.82%7.00%Q1 2014Q3 202340
Sterneck Capital Management, LLC 2040.00%2.68%6.46%Q2 2013Q3 202340
Bridgecreek Investment Management, LLC 27130.03%0.63%1.45%Q2 2013Q3 202340
BlackRock Institutional Trust Company, N.A. 15150.00%0.01%0.16%Q2 2013Q4 201640
NAPLES GLOBAL ADVISORS, LLC 40400.35%0.67%1.08%Q4 2013Q3 202340
Waldron Private Wealth LLC 40401.54%3.11%5.74%Q4 2013Q3 202340
STALEY CAPITAL ADVISERS INC 3550.03%0.07%0.32%Q3 2013Q3 202340
VICUS CAPITAL 40400.05%0.55%1.10%Q4 2013Q3 202340
PICTET BANK & TRUST Ltd 40402.16%18.00%29.65%Q4 2013Q3 202340
Aldebaran Financial Inc. 40401.43%2.86%4.14%Q4 2013Q3 202340
American Investment Services, Inc. 40400.12%1.51%2.67%Q4 2013Q3 202340
AMERICAN ASSET MANAGEMENT INC. 3311.96%32.70%78.22%Q2 2013Q3 202340
Financial Planning & Information Services, Inc. 40400.10%0.19%0.30%Q4 2013Q3 202340
IPG Investment Advisors LLC 40400.16%2.51%6.27%Q4 2013Q3 202340
Private Ocean, LLC 40400.15%0.46%0.76%Q4 2013Q3 202340
Bank Pictet & Cie (Europe) AG 3360.52%3.01%9.68%Q4 2013Q3 202340
Bragg Financial Advisors, Inc 3550.06%0.30%0.44%Q3 2013Q3 202340
Capital Advisors, Ltd. LLC 40407.87%9.87%12.49%Q4 2013Q3 202340
FIRST INTERSTATE BANK 30100.04%1.79%6.16%Q3 2013Q3 202340
ARKANSAS FINANCIAL GROUP, INC. 40400.95%2.07%3.77%Q4 2013Q3 202340
Hemenway Trust Co LLC 30100.05%0.36%1.49%Q3 2013Q3 202340
Overbrook Management Corp 3730.08%1.01%2.23%Q2 2013Q3 202340
PATTON ALBERTSON MILLER GROUP, LLC 40400.16%0.41%1.02%Q4 2013Q3 202340
Salomon & Ludwin, LLC 20200.00%0.77%2.54%Q4 2018Q3 202340
CKW FINANCIAL GROUP 40400.02%0.04%0.08%Q4 2013Q3 202340
Ironwood Investment Counsel, LLC 3190.13%0.28%0.62%Q2 2013Q3 202340
GIRARD PARTNERS LTD. 40400.17%0.35%0.83%Q4 2013Q3 202340
MERIDIAN INVESTMENT COUNSEL INC. 40400.96%1.20%1.39%Q4 2013Q3 202340
DOWLING & YAHNKE LLC 38380.16%0.45%0.67%Q2 2013Q3 202240
Arete Wealth Advisors, LLC 40400.34%2.34%7.03%Q4 2013Q3 202340
Van Hulzen Asset Management, LLC 40400.43%1.18%2.99%Q4 2013Q3 202340
Capital Investment Advisors, LLC 3820.05%0.18%0.27%Q4 2013Q4 202340
Coyle Financial Counsel LLC 2030.00%2.72%7.27%Q4 2013Q3 202340
Northeast Financial Consultants Inc 40400.22%2.19%6.29%Q4 2013Q3 202340
HOWARD HUGHES MEDICAL INSTITUTE 40400.20%20.45%56.73%Q2 2013Q1 202340
Loudon Investment Management, LLC 40400.68%1.73%5.04%Q4 2013Q3 202340
PIONEER TRUST BANK N A/OR 40400.15%0.79%1.75%Q4 2013Q3 202340
APPLETON GROUP, LLC 21190.89%7.85%20.32%Q3 2013Q3 202340
Verus Financial Partners, Inc. 1890.07%0.21%0.86%Q2 2013Q3 202340
BARR E S & CO 30100.03%0.14%0.54%Q3 2013Q3 202340
Phocas Financial Corp. 1990.07%0.11%0.25%Q2 2013Q3 202340
SMITH, MOORE & CO. 40401.21%1.86%2.73%Q4 2013Q3 202340
Shoker Investment Counsel, Inc. 40402.27%4.37%8.26%Q4 2013Q3 202340
Blue Edge Capital, LLC 40400.61%1.40%2.68%Q4 2013Q3 202340
Oakworth Capital, Inc. 40401.15%1.93%5.90%Q4 2013Q3 202340
Tarbox Family Office, Inc. 40400.04%0.17%0.47%Q4 2013Q3 202340
STRATEGIC INVESTMENT MANAGEMENT, LLC 3190.02%3.26%14.50%Q2 2013Q3 202340
Global Retirement Partners, LLC 28280.00%3.59%34.37%Q4 2016Q3 202340
Beacon Capital Management, Inc. 40400.00%0.12%0.56%Q4 2013Q3 202340
PLANNING ALTERNATIVES LTD /ADV 40401.50%2.76%5.58%Q4 2013Q3 202340
FOUNDERS FINANCIAL SECURITIES LLC 40400.09%5.60%18.84%Q4 2013Q3 202340
Raab & Moskowitz Asset Management LLC 40400.21%0.79%1.22%Q4 2013Q3 202340
TRUST CO OF VIRGINIA /VA 1621.53%2.17%2.61%Q2 2013Q3 202339
WESBANCO BANK INC 2710.01%0.37%1.21%Q2 2013Q3 202339
Autus Asset Management, LLC 39390.04%0.07%0.11%Q2 2013Q4 202239
STRATEGY ASSET MANAGERS LLC 22170.05%0.92%7.41%Q4 2013Q3 202339
CIM, LLC 39390.08%1.73%2.56%Q2 2013Q4 202239
Advisory Services Network, LLC 27120.39%0.84%1.50%Q4 2013Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.82%1.55%2.22%Q2 2013Q4 202239
CHOREO, LLC 39391.12%2.79%4.74%Q1 2014Q3 202339
Gladius Capital Management LP 39391.83%47.70%89.49%Q4 2013Q2 202339
Paragon Capital Management Ltd 2051.40%3.79%6.21%Q2 2013Q3 202339
Weiss Asset Management LP 2110.04%2.34%12.78%Q4 2013Q3 202339
TOCQUEVILLE ASSET MANAGEMENT L.P. 3610.02%0.12%0.28%Q2 2013Q3 202339
Janney Montgomery Scott LLC 29100.38%0.72%1.20%Q3 2013Q3 202339
Pine River Capital Management L.P. 1910.06%12.45%93.55%Q2 2013Q3 201839
BlackRock Group LTD 15150.00%0.11%0.42%Q2 2013Q4 201639
Mathes Company, Inc. 3720.44%0.97%1.35%Q4 2013Q3 202339
VALLEY WEALTH MANAGERS, INC. 3270.02%0.53%1.20%Q2 2013Q3 202339
CIBC Private Wealth Group, LLC 39390.16%0.25%0.44%Q1 2014Q3 202339
Addison Capital Co 26130.16%1.39%3.54%Q4 2013Q3 202339
Brinker Capital Investments, LLC 39390.01%0.48%2.14%Q2 2013Q4 202239
DEAN INVESTMENT ASSOCIATES, LLC 39390.09%0.13%0.21%Q2 2013Q4 202239
LBMC INVESTMENT ADVISORS, LLC 39390.04%0.21%0.59%Q1 2014Q3 202339
VOYA INVESTMENT MANAGEMENT LLC 39390.01%0.18%0.72%Q1 2014Q3 202339
FIRST NATIONAL BANK OF OMAHA 3220.02%0.30%0.75%Q2 2013Q3 202339
Iowa State Bank 39390.15%0.51%1.46%Q1 2014Q3 202339
SignalPoint Asset Management, LLC 25140.08%0.24%0.84%Q3 2013Q3 202339
Moreno Evelyn V 3540.59%1.06%2.03%Q4 2013Q3 202339
SPC Financial, Inc. 2540.02%0.10%0.25%Q2 2013Q3 202339
One Capital Management, LLC 39390.03%0.27%0.73%Q1 2014Q3 202339
BANK OF THE WEST 39392.33%2.94%4.92%Q2 2013Q4 202239
STEEL GROVE CAPITAL ADVISORS, LLC 2450.06%0.58%1.76%Q2 2013Q3 202339
Tikvah Management LLC 39393.08%8.91%26.67%Q1 2014Q3 202339
GAMBLE JONES INVESTMENT COUNSEL 39390.08%0.21%0.36%Q2 2013Q4 202239
Gemmer Asset Management LLC 39390.11%0.22%0.31%Q1 2014Q3 202339
Palouse Capital Management, Inc. 39390.12%0.65%3.65%Q1 2014Q3 202339
Occidental Asset Management, LLC 39390.14%0.73%2.51%Q1 2014Q3 202339
BURNEY CO/ 2910.01%0.07%0.15%Q4 2013Q3 202339
WEALTHSOURCE PARTNERS, LLC 31310.00%0.30%0.76%Q1 2016Q3 202339
FAGAN ASSOCIATES, INC. 39390.57%0.81%1.13%Q1 2014Q3 202339
Virtu Financial LLC 1010.02%6.03%18.54%Q2 2013Q2 202339
COUNTRY TRUST BANK 39390.05%1.01%2.76%Q2 2014Q4 202339
WHALEROCK POINT PARTNERS, LLC 29100.14%0.47%1.16%Q4 2013Q3 202339
BROADMARK ASSET MANAGEMENT LLC 27232.48%74.54%100.00%Q2 2013Q2 202339
American Money Management, LLC 25140.09%1.46%3.29%Q4 2013Q3 202339
HALL LAURIE J TRUSTEE 13130.52%1.20%2.46%Q2 2013Q3 202339
Atlantic Union Bankshares Corp 39390.15%0.28%0.47%Q1 2014Q3 202339
FARALLON CAPITAL MANAGEMENT LLC 19121.27%10.57%25.27%Q3 2015Q3 202339
INTERACTIVE FINANCIAL ADVISORS, INC. 39390.13%1.52%6.74%Q1 2014Q3 202339
ARS Investment Partners, LLC 26130.88%2.23%3.31%Q4 2013Q3 202339
TOTH FINANCIAL ADVISORY CORP 2840.01%0.24%0.66%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 39390.21%1.65%2.75%Q1 2014Q3 202339
Stack Financial Management, Inc 39390.03%0.08%0.27%Q1 2014Q3 202339
Avior Wealth Management, LLC 39390.03%0.27%0.54%Q1 2014Q3 202339
MARK SHEPTOFF FINANCIAL PLANNING, LLC 39390.04%0.36%0.91%Q1 2014Q3 202339
ING GROEP NV 2610.00%4.79%26.78%Q1 2013Q3 202339
ProVise Management Group, LLC 3720.05%0.15%0.32%Q4 2013Q3 202339
Rex Capital Advisors, LLC 393916.34%39.44%51.38%Q2 2013Q4 202239
Snowden Capital Advisors LLC 2280.07%0.46%1.03%Q1 2016Q3 202339
Round Table Services, LLC 38380.72%2.16%4.07%Q2 2013Q3 202238
EagleClaw Capital Managment, LLC 3260.09%0.32%0.59%Q1 2014Q3 202338
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 3260.20%2.69%12.41%Q4 2013Q3 202338
COMPTON CAPITAL MANAGEMENT INC /RI 38380.14%0.62%0.84%Q2 2013Q3 202238
EATON VANCE MANAGEMENT 38380.01%0.04%0.15%Q2 2013Q3 202238
FRANKLIN STREET ADVISORS INC /NC 38380.12%0.48%0.81%Q2 2013Q3 202238
ClearBridge Investments 3710.00%0.01%0.07%Q4 2013Q3 202338
BALASA DINVERNO & FOLTZ LLC 38380.13%0.33%0.62%Q2 2013Q3 202238
Callan Capital, LLC 3710.06%0.41%0.71%Q3 2013Q3 202338
ROOSEVELT INVESTMENT GROUP LLC 38380.02%0.17%0.72%Q2 2013Q3 202238
ATWOOD & PALMER INC 38380.00%0.18%0.50%Q2 2014Q3 202338
MACROVIEW INVESTMENT MANAGEMENT LLC 3260.06%6.32%19.75%Q2 2013Q3 202338
MONETARY MANAGEMENT GROUP INC 38380.01%0.26%0.65%Q2 2014Q3 202338
Bowling Portfolio Management LLC 38380.11%0.81%2.17%Q2 2013Q3 202238
Chicago Partners Investment Group LLC 36360.01%1.58%3.25%Q4 2014Q3 202338
Alpha Cubed Investments, LLC 36360.00%0.71%1.04%Q4 2014Q3 202338
BLUESTEIN R H & CO LLC 38380.02%0.22%1.18%Q2 2013Q3 202238
Covington Capital Management 38381.16%1.85%2.55%Q2 2013Q3 202238
AVITY INVESTMENT MANAGEMENT INC. 38380.40%0.54%0.68%Q2 2014Q3 202338
Winch Advisory Services, LLC 3530.01%1.66%10.17%Q1 2014Q3 202338
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 38380.02%0.08%0.19%Q2 2014Q3 202338
Addenda Capital Inc. 2910.00%1.56%2.71%Q2 2013Q3 202338
BTR CAPITAL MANAGEMENT INC 38380.12%0.25%0.74%Q2 2013Q3 202238
Integrated Investment Consultants, LLC 2110.00%1.53%6.00%Q4 2015Q3 202338
CapWealth Advisors, LLC 3530.00%0.09%0.14%Q1 2014Q3 202338
BRR OpCo, LLC 38380.10%0.38%1.58%Q2 2013Q3 202238
RKL Wealth Management LLC 38380.16%0.42%0.70%Q2 2014Q3 202338
Carlton Hofferkamp & Jenks Wealth Management, LLC 3620.73%3.88%5.18%Q2 2013Q3 202338
DAVIS-REA LTD. 3410.03%0.23%0.40%Q4 2013Q3 202338
INVERNESS COUNSEL LLC /NY/ 38380.08%0.12%0.26%Q2 2013Q3 202238
D'Orazio & Associates, Inc. 38380.01%0.08%0.37%Q2 2014Q3 202338
American Research & Management Co. 38380.00%0.09%0.30%Q2 2013Q3 202238
REGENTATLANTIC CAPITAL LLC 38380.06%0.73%1.77%Q2 2013Q3 202238
Roundview Capital LLC 38380.11%0.35%0.62%Q2 2014Q3 202338
Archford Capital Strategies, LLC 22160.16%0.52%1.05%Q1 2014Q3 202338
HM Capital Management, LLC 38380.58%1.07%1.80%Q2 2013Q3 202238
Anchorage Capital Group, L.L.C. 910.71%28.01%79.42%Q2 2013Q3 202338
L. Roy Papp & Associates, LLP 2410.05%0.13%0.32%Q2 2013Q3 202338
Capital Directions Investment Advisors, LLC 2070.05%0.28%0.61%Q2 2013Q4 202237
CAPE ANN SAVINGS BANK 1710.27%0.42%0.67%Q2 2013Q3 202337
SMITH CHAS P & ASSOCIATES PA CPAS 37370.04%0.11%0.84%Q3 2014Q3 202337
KBC Group NV 3520.00%0.09%0.18%Q2 2013Q3 202337
HYMAN CHARLES D 37370.04%0.06%0.10%Q3 2014Q3 202337
Ironsides Asset Advisors, LLC 23143.29%5.41%10.08%Q2 2014Q3 202337
United Asset Strategies, Inc. 24130.62%1.04%1.87%Q2 2014Q3 202337
WestEnd Advisors, LLC 3310.00%0.45%3.48%Q4 2013Q3 202337
Avidian Wealth Solutions, LLC 2110.00%0.67%1.69%Q2 2015Q3 202337
SCHNIEDERS CAPITAL MANAGEMENT LLC 3610.18%1.38%3.05%Q4 2013Q3 202337
NORRIS PERNE & FRENCH LLP/MI 1820.03%0.08%0.18%Q1 2014Q3 202337
HEADINVEST, LLC 37370.09%0.24%0.39%Q3 2014Q3 202337
BURNS J W & CO INC/NY 3610.19%0.77%1.13%Q2 2013Q3 202337
Cutter & CO Brokerage, Inc. 3340.10%0.46%0.83%Q2 2014Q3 202337
Cranbrook Wealth Management, LLC 3610.00%0.13%0.43%Q4 2013Q3 202337
Baystate Wealth Management LLC 2910.04%0.13%0.30%Q2 2013Q3 202337
Edgewood Management 3310.00%0.05%0.23%Q2 2013Q3 202337
ENTERPRISE FINANCIAL SERVICES CORP 37370.44%0.89%1.42%Q2 2013Q2 202237
Selway Asset Management 3610.13%0.72%1.48%Q2 2013Q3 202337
MURPHY CAPITAL MANAGEMENT INC 37370.30%2.59%4.54%Q2 2013Q2 202237
INSPIRION WEALTH ADVISORS, LLC 36360.00%0.75%1.37%Q4 2014Q3 202337
Livingston Group Asset Management CO (operating as Southport Capital Management) 36360.20%0.94%2.06%Q2 2013Q1 202237
ADVISOR PARTNERS LLC 37370.04%0.35%0.95%Q2 2013Q2 202237
Spectrum Management Group, LLC 36360.08%11.94%21.93%Q4 2013Q3 202237
MARATHON ASSET MANAGEMENT LP 1120.93%46.15%94.57%Q2 2013Q3 202337
Stratos Wealth Partners, LTD. 37370.30%2.77%4.11%Q3 2014Q3 202337
Lowe Wealth Advisors, LLC 373720.84%26.47%32.14%Q4 2014Q4 202337
Eagle Capital Management, LLC 1490.58%6.73%11.90%Q4 2013Q3 202337
GENERATION INVESTMENT MANAGEMENT LLP 2890.04%0.31%0.74%Q2 2013Q3 202337
M Holdings Securities, Inc. 3160.17%4.77%11.30%Q4 2013Q2 202337
Horan Capital Advisors, LLC. 36360.08%0.46%0.72%Q4 2014Q3 202337
Truepoint, Inc. 37370.08%0.24%0.54%Q3 2014Q3 202337
Opus Capital Group, LLC 2010.02%0.07%0.21%Q4 2013Q3 202337
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 23120.04%1.71%5.89%Q2 2013Q4 202237
FDx Advisors, Inc. 2810.01%1.92%9.34%Q2 2013Q3 202337
Patten Group, Inc. 36360.00%1.99%10.24%Q4 2014Q3 202337
AllSquare Wealth Management LLC 34340.01%0.40%0.95%Q2 2015Q3 202337
Kidder Stephen W 37370.26%0.51%0.71%Q3 2014Q3 202337
IFP Advisors, Inc 17140.01%1.41%4.36%Q4 2015Q3 202337
INFRASTRUCTURE CAPITAL ADVISORS, LLC 1430.05%10.08%64.20%Q4 2016Q3 202337
Azimuth Capital Management LLC 36360.01%0.10%0.49%Q2 2013Q1 202236
Sculptor Capital LP 1310.03%10.09%49.48%Q2 2013Q3 202336
Stonehage Fleming Financial Services Holdings Ltd 36360.00%0.19%0.62%Q4 2014Q3 202336
INVESTMENT PARTNERS, LTD. 36360.18%1.01%1.95%Q4 2014Q3 202336
RITHOLTZ WEALTH MANAGEMENT 2610.00%4.74%19.54%Q4 2016Q3 202336
Glenview Trust Co 2810.11%1.58%2.23%Q4 2008Q3 202336
FLAGSHIP HARBOR ADVISORS, LLC 28280.00%0.56%1.67%Q4 2016Q3 202336
Klingman & Associates, LLC 36364.37%7.98%14.44%Q4 2014Q3 202336
Peloton Wealth Strategists 1220.10%0.57%1.34%Q2 2013Q3 202336
INTRUST BANK NA 34340.12%1.31%2.62%Q2 2015Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.07%0.31%0.67%Q2 2013Q1 202236
Glassman Wealth Services 36360.14%0.58%1.19%Q4 2014Q3 202336
Landmark Financial Advisors, LLC 36362.22%4.03%6.17%Q4 2014Q3 202336
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 36360.02%3.30%8.18%Q4 2014Q3 202336
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 36360.17%3.25%8.29%Q4 2014Q3 202336
Diversified Portfolios, Inc. 36363.17%6.10%7.89%Q4 2014Q3 202336
Analyst IMS Investment Management Services Ltd. 36364.94%19.06%36.02%Q4 2014Q3 202336
Cambridge Advisors Inc. 36360.37%0.45%0.89%Q4 2014Q3 202336
NewEdge Advisors, LLC 36361.40%3.15%7.88%Q4 2014Q3 202336
WEDGEWOOD INVESTORS INC /PA/ 36360.23%1.55%2.65%Q4 2014Q3 202336
Towercrest Capital Management 36362.22%5.75%13.01%Q4 2014Q3 202336
KWMG, LLC 36360.05%0.14%1.00%Q4 2014Q3 202336
BUTENSKY & COHEN FINANCIAL SECURITY, INC 36360.20%0.63%1.03%Q4 2014Q3 202336
Blue Chip Partners, LLC 36360.14%0.19%0.26%Q4 2014Q3 202336
Peak Asset Management, LLC 36361.24%1.99%2.72%Q4 2014Q3 202336
Community Bank, N.A. 36360.79%1.17%1.51%Q4 2014Q3 202336
MITCHELL MCLEOD PUGH & WILLIAMS INC 36360.34%0.55%0.75%Q4 2014Q3 202336
NorthRock Partners, LLC 363612.62%21.62%34.32%Q4 2014Q3 202336
Neumann Capital Management, LLC 36363.67%4.54%5.32%Q4 2014Q3 202336
Pinnacle Wealth Management Advisory Group, LLC 36362.69%3.65%5.58%Q4 2014Q3 202336
Godshalk Welsh Capital Management, Inc. 36360.33%0.52%0.63%Q4 2014Q3 202336
Concorde Asset Management, LLC 36360.17%1.25%10.66%Q4 2014Q3 202336
HARVEST MANAGEMENT LLC 1210.17%2.97%9.88%Q2 2013Q3 202336
Northside Capital Management, LLC 36360.18%0.36%0.71%Q4 2014Q3 202336
BLUEFIN CAPITAL MANAGEMENT, LLC 840.00%0.50%4.14%Q3 2020Q3 202336
Argent Trust Co 36360.41%1.03%2.00%Q4 2014Q3 202336
Summit Financial Strategies, Inc. 36360.41%0.59%0.86%Q4 2014Q3 202336
Long Road Investment Counsel, LLC 36360.29%0.52%0.86%Q4 2014Q3 202336
CHARTWELL INVESTMENT PARTNERS, LLC 25110.01%0.11%0.45%Q3 2014Q3 202336
Garde Capital, Inc. 34340.00%0.33%0.56%Q2 2015Q3 202336
Burt Wealth Advisors 36362.30%11.16%23.35%Q4 2014Q3 202336
SONATA CAPITAL GROUP INC 36360.32%0.56%0.93%Q4 2014Q3 202336
Wealth Architects, LLC 36361.79%2.06%2.70%Q4 2014Q3 202336
Mengis Capital Management, Inc. 36360.32%0.74%2.05%Q4 2014Q3 202336
Trust Asset Management LLC 3210.01%36.09%90.95%Q3 2011Q3 202336
Cubist Systematic Strategies, LLC 2210.00%2.64%12.95%Q2 2014Q2 202336
Riggs Asset Managment Co. Inc. 24120.03%0.16%1.14%Q3 2014Q3 202336
SEI INVESTMENTS CO 36360.02%0.99%3.24%Q4 2014Q3 202336
DELTEC ASSET MANAGEMENT LLC 2810.07%0.57%3.94%Q2 2013Q3 202336
NATIXIS 1711.50%10.93%33.50%Q2 2013Q3 202336
OLD SECOND NATIONAL BANK OF AURORA 36360.18%1.58%3.08%Q4 2014Q3 202336
D. SCOTT NEAL, INC. 3420.10%6.52%21.10%Q4 2013Q3 202336
BEACON FINANCIAL GROUP 36360.04%0.10%0.17%Q4 2014Q3 202336
Heritage Wealth Advisors 36360.43%1.49%3.18%Q4 2014Q3 202336
Texas Yale Capital Corp. 36360.02%0.32%0.57%Q4 2014Q3 202336
Simplicity Solutions, LLC 36360.14%1.09%5.12%Q4 2014Q3 202336
Personal Capital Advisors Corp 36360.02%0.17%2.02%Q1 2014Q4 202236
Hirtle Callaghan & Co LLC 3110.00%9.05%32.88%Q4 2013Q3 202336
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2520.00%0.03%0.14%Q2 2013Q3 202336
PREMIER ASSET MANAGEMENT LLC 36360.11%0.20%0.31%Q3 2013Q2 202236
Lenox Wealth Advisors, LLC 363611.85%20.37%41.06%Q2 2013Q1 202236
Clal Insurance Enterprises Holdings Ltd 36360.13%5.52%19.12%Q4 2014Q3 202336
People's United Financial, Inc. 36360.01%1.25%3.70%Q2 2013Q1 202236
Forward Management, LLC 3510.03%20.77%45.79%Q2 2013Q3 202236
KINGS POINT CAPITAL MANAGEMENT 36360.08%0.12%0.25%Q2 2013Q1 202236
Freedom Investment Management, Inc. 1810.00%2.62%7.51%Q1 2013Q3 202336
Brown Advisory Securities, LLC 36360.08%0.57%1.25%Q4 2013Q3 202236
FNY Managed Accounts LLC 1510.00%1.81%16.05%Q2 2013Q1 201836
Ascent Wealth Partners, LLC 36360.15%0.71%2.59%Q4 2014Q3 202336
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 36360.20%0.31%0.43%Q4 2014Q3 202336
GARNET EQUITY CAPITAL HOLDINGS, INC. 810.71%32.40%90.26%Q2 2013Q2 202336
Baker Avenue Asset Management, LP 2120.00%0.32%2.37%Q4 2014Q3 202336
PALLADIUM PARTNERS LLC 36360.05%0.06%0.08%Q2 2013Q1 202236
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 16160.00%4.60%15.08%Q4 2019Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.29%0.55%1.54%Q4 2014Q3 202336
Barrett Asset Management, LLC 36360.22%0.31%0.55%Q2 2013Q1 202236
HRT FINANCIAL LP 36361.25%22.61%59.88%Q4 2014Q3 202336
Community Financial Services Group, LLC 3210.07%1.74%6.52%Q2 2013Q3 202335
Pinkerton Retirement Specialists, LLC 3230.10%4.56%11.31%Q4 2014Q3 202335
Penbrook Management LLC 24110.29%1.38%2.44%Q1 2014Q3 202335
Avalon Investment & Advisory 35350.01%0.63%1.69%Q3 2014Q1 202335
Coastal Bridge Advisors, LLC 26260.00%0.19%0.73%Q2 2017Q3 202335
TEXAS PERMANENT SCHOOL FUND CORP 3320.04%0.19%0.91%Q1 2013Q3 202335
Alley Co LLC 35350.13%1.41%2.64%Q2 2013Q4 202135
GM Advisory Group, LLC 2870.30%2.74%15.61%Q4 2013Q3 202335
Horan Securities, Inc. 1060.00%0.46%1.79%Q2 2017Q3 202335
Liberty Mutual Group Asset Management Inc. 18170.69%24.83%55.16%Q2 2013Q2 202235
CULLINAN ASSOCIATES INC 35350.54%1.12%6.24%Q1 2015Q3 202335
Country Club Trust Company, n.a. 35350.87%1.41%1.97%Q2 2013Q4 202135
Good Life Advisors, LLC 28280.00%0.91%2.13%Q4 2016Q3 202335
Crossvault Capital Management LLC 35350.54%0.78%0.90%Q4 2013Q2 202235
SEARLE & CO. 1930.01%0.54%2.88%Q4 2014Q3 202335
American Trust Investment Advisors, LLC 3050.21%0.39%0.66%Q4 2014Q3 202335
Carroll Financial Associates, Inc. 35350.07%1.79%4.24%Q2 2013Q4 202135
Formidable Asset Management, LLC 1710.00%0.58%1.16%Q3 2013Q3 202335
Koshinski Asset Management, Inc. 19160.31%0.98%3.05%Q4 2014Q3 202335
BLB&B Advisors, LLC 35350.05%1.45%3.16%Q1 2015Q3 202335
Emery Howard Portfolio Management, Inc. 353525.72%30.29%38.27%Q2 2013Q4 202135
TIG Advisors, LLC 1410.01%6.80%19.43%Q2 2013Q3 202335
Parkside Advisors LLC 3050.15%0.28%0.38%Q4 2013Q4 202335
ROPES WEALTH ADVISORS LLC 35350.05%0.43%0.93%Q1 2015Q3 202335
RWA WEALTH PARTNERS, LLC 28280.00%1.69%3.23%Q4 2016Q3 202335
PROVIDA PENSION FUND ADMINISTRATOR 1490.19%5.16%35.00%Q4 2013Q4 202235
Roble, Belko & Company, Inc 35353.52%5.35%8.45%Q1 2015Q3 202335
Polaris Wealth Advisory Group, LLC 2640.00%0.15%0.97%Q2 2013Q3 202335
Buffington Mohr McNeal 2640.06%0.17%0.25%Q3 2013Q3 202335
Cordasco Financial Network 35350.01%0.31%0.65%Q4 2013Q2 202235
Meristem Family Wealth, LLC 35350.26%2.08%4.82%Q3 2013Q1 202235
Bellecapital International Ltd. 3230.21%0.93%2.61%Q4 2013Q3 202335
SCOPUS ASSET MANAGEMENT, L.P. 1110.21%4.82%23.10%Q2 2013Q3 202335
Fluent Financial, LLC 24240.00%11.58%27.51%Q4 2017Q3 202335
Bray Capital Advisors 3050.54%0.73%1.10%Q4 2014Q3 202335
Corundum Group, Inc. 20151.15%4.14%9.48%Q4 2014Q3 202335
Trust Co 35350.06%0.15%0.47%Q1 2015Q3 202335
Gotham Asset Management, LLC 1210.01%1.63%8.05%Q2 2013Q3 202335
REILLY FINANCIAL ADVISORS, LLC 35350.03%0.08%0.13%Q2 2013Q4 202135
Randolph Co Inc 35350.12%0.18%0.25%Q1 2015Q3 202335
Avestar Capital, LLC 24240.06%2.39%9.64%Q4 2017Q3 202335
ZEKE CAPITAL ADVISORS, LLC 2811.84%4.02%10.44%Q3 2013Q4 202235
Merriman Wealth Management, LLC 1470.07%2.41%15.95%Q4 2013Q3 202335
Ironwood Financial, llc 3140.19%1.16%2.90%Q4 2014Q3 202335
Hudson Bay Capital Management LP 1410.01%0.55%3.00%Q2 2013Q3 202335
FIRST MIDWEST BANK TRUST DIVISION 35352.34%5.77%10.26%Q2 2013Q4 202135
Proficio Capital Partners LLC 32320.89%4.92%17.26%Q4 2015Q3 202335
COURAGE CAPITAL MANAGEMENT LLC 27270.10%8.54%58.17%Q3 2015Q1 202235
FAYEZ SAROFIM & CO 2610.00%0.01%0.05%Q2 2013Q3 202335
Triangle Securities Wealth Management 2910.02%0.69%1.10%Q2 2013Q3 202335
DUPONT CAPITAL MANAGEMENT CORP 1710.01%2.82%19.14%Q2 2013Q3 202334
Fragasso Group Inc. 2640.30%1.30%22.84%Q4 2013Q4 202334
Northstar Group, Inc. 34340.22%0.35%0.46%Q2 2015Q3 202334
Blackstone Inc. 1610.00%1.04%7.18%Q1 2014Q3 202334
RNC CAPITAL MANAGEMENT LLC 2310.02%0.36%2.38%Q2 2013Q2 202334
FNY Investment Advisers, LLC 22220.00%0.13%1.02%Q2 2018Q3 202334
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 1420.00%0.05%0.62%Q2 2013Q4 202234
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1480.35%3.29%8.78%Q2 2013Q3 202334
ELM ADVISORS, LLC 34345.60%7.09%9.43%Q4 2013Q1 202234
Psagot Value Holdings Ltd. 34341.68%3.96%11.48%Q2 2013Q3 202134
Winfield Associates, Inc. 34342.90%4.10%4.91%Q4 2013Q1 202234
Douglass Winthrop Advisors, LLC 21130.01%0.09%0.21%Q1 2015Q3 202334
LEE DANNER & BASS INC 34340.07%0.18%0.34%Q2 2015Q3 202334
SALEM INVESTMENT COUNSELORS INC 18160.38%0.59%0.90%Q2 2013Q3 202334
INGALLS & SNYDER LLC 30300.00%0.07%0.39%Q2 2016Q3 202334
Concert Wealth Management Inc. 17170.00%0.82%5.12%Q2 2013Q2 201734
Ausdal Financial Partners, Inc. 32320.02%1.04%3.88%Q4 2015Q3 202334
Traynor Capital Management, Inc. 34340.17%0.24%0.40%Q2 2015Q3 202334
Laurel Wealth Advisors, Inc. 29290.06%1.47%3.91%Q4 2015Q4 202234
Pictet North America Advisors SA 3220.09%0.75%8.85%Q2 2014Q3 202334
ALTFEST L J & CO INC 3310.16%0.28%0.64%Q4 2014Q3 202334
APERIMUS CAPITAL, LLC 343428.76%33.66%42.02%Q1 2013Q2 202134
SILVERBACK ASSET MANAGEMENT LLC 810.07%9.88%43.00%Q3 2013Q3 202334
Dana Investment Advisors, Inc. 3310.01%0.06%0.18%Q4 2014Q3 202334
DOLIVER ADVISORS, LP 1130.00%0.23%1.58%Q3 2017Q2 202334
TIEDEMANN ADVISORS, LLC 34340.33%3.47%21.12%Q2 2015Q3 202334
BINGHAM OSBORN & SCARBOROUGH LLC 343419.77%27.82%34.21%Q2 2013Q3 202134
Truvvo Partners LLC 24240.10%2.11%13.29%Q4 2015Q3 202134
KINGDON CAPITAL MANAGEMENT, L.L.C. 1611.13%8.90%34.84%Q2 2013Q3 202334
FFT WEALTH MANAGEMENT LLC 32320.80%15.49%30.68%Q4 2015Q3 202334
AMERICAN NATIONAL BANK 34340.06%0.44%0.91%Q2 2015Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.17%1.31%13.38%Q2 2015Q3 202334
Pegasus Partners Ltd. 34340.45%2.60%6.91%Q2 2015Q3 202334
NOESIS CAPITAL MANGEMENT CORP 3220.09%0.43%0.83%Q4 2013Q3 202334
Baird Financial Group, Inc. 34340.55%0.79%1.51%Q2 2015Q3 202334
FARR MILLER & WASHINGTON LLC/DC 34340.69%1.04%1.61%Q2 2013Q3 202134
GRIMES & COMPANY, INC. 34340.10%0.41%1.22%Q2 2015Q3 202334
Serengeti Asset Management LP 3010.01%13.55%36.28%Q2 2013Q2 202134
QCI ASSET MANAGEMENT INC/NY 34340.57%1.34%2.37%Q2 2013Q3 202134
GUYASUTA INVESTMENT ADVISORS INC 34340.16%0.23%0.32%Q2 2015Q3 202334
Cypress Capital Management LLC (WY) 2260.00%0.01%0.14%Q4 2014Q3 202334
MML INVESTORS SERVICES, LLC 34340.25%1.94%3.26%Q2 2015Q3 202334
Syntal Capital Partners, LLC 3040.10%5.09%10.94%Q1 2014Q3 202334
RFG Advisory, LLC 3220.12%1.21%5.84%Q1 2015Q3 202334
GRATIA CAPITAL, LLC 611.14%17.21%54.72%Q1 2015Q3 202333
V Wealth Advisors LLC 31310.96%4.22%16.72%Q1 2016Q3 202333
L & S Advisors Inc 3010.18%2.67%14.65%Q2 2013Q3 202333
SCHARF INVESTMENTS, LLC 3010.01%0.42%1.92%Q2 2013Q3 202333
CAXTON ASSOCIATES LP 910.04%7.85%35.20%Q2 2013Q1 202333
Covenant Asset Management, LLC 28280.00%0.77%1.80%Q4 2016Q3 202333
Sensible Financial Planning & Management, LLC. 33330.33%0.50%0.64%Q3 2014Q3 202233
Garrison Asset Management, LLC 2510.11%0.19%0.42%Q2 2013Q3 202333
Miracle Mile Advisors, LLC 33330.09%0.21%0.59%Q3 2015Q3 202333
LGL PARTNERS, LLC 32326.74%15.91%24.11%Q4 2015Q3 202333
AQR Capital Management 2520.00%0.16%0.85%Q4 2014Q3 202333
Financial Management Professionals, Inc. 33330.07%0.48%3.38%Q3 2015Q3 202333
Pinnacle Wealth Planning Services, Inc. 24240.00%0.86%3.52%Q4 2017Q3 202333
Maryland Capital Management 2940.02%0.38%0.73%Q2 2014Q3 202233
RHUMBLINE ADVISERS 21120.00%0.02%0.08%Q2 2013Q3 202333
IndexIQ Advisors LLC 1960.03%0.79%3.36%Q2 2013Q4 202133
SECURITY NATIONAL TRUST CO 33330.02%2.06%3.24%Q2 2013Q2 202133
Acertus Capital Management, LLC 15155.55%44.92%98.66%Q4 2013Q2 201733
WOODMONT INVESTMENT COUNSEL LLC 2010.05%0.16%1.09%Q4 2013Q3 202333
AMERICAN INTERNATIONAL GROUP, INC. 33330.08%0.29%0.90%Q2 2013Q2 202133
VICTORY CAPITAL MANAGEMENT INC 2760.00%0.01%0.10%Q2 2015Q3 202333
Invst, LLC 22220.00%0.67%1.64%Q2 2018Q3 202333
Advisors Capital Management, LLC 2210.02%0.24%1.06%Q4 2014Q3 202333
Pinnacle Advisory Group, Inc. 32320.00%0.20%0.76%Q2 2013Q1 202133
River Wealth Advisors LLC 33330.17%0.32%0.87%Q3 2015Q3 202333
AMUSSEN HUNSAKER ASSOCIATES LLC 26260.00%1.09%3.88%Q2 2017Q3 202333
Gerber Kawasaki Wealth & Investment Management 21100.00%0.52%1.50%Q4 2015Q3 202333
PICTET ASSET MANAGEMENT LTD 33330.00%0.03%0.14%Q2 2013Q2 202133
QUEST INVESTMENT MANAGEMENT LLC 1810.02%0.04%0.09%Q2 2013Q3 202333
F&V Capital Management, LLC 2850.18%1.10%1.90%Q4 2014Q3 202333
Versant Capital Management, Inc 33330.00%0.48%0.93%Q4 2015Q4 202333
USCA RIA LLC 33330.40%1.93%8.58%Q2 2013Q2 202133
Courage Miller Partners, LLC 33330.31%0.36%0.39%Q3 2015Q3 202333
BASSO CAPITAL MANAGEMENT, L.P. 910.12%3.48%25.97%Q2 2013Q3 202333
HENGEHOLD CAPITAL MANAGEMENT LLC 2620.06%0.21%2.02%Q4 2013Q3 202333
K2 PRINCIPAL FUND, L.P. 910.04%2.67%15.43%Q2 2015Q3 202333
Hillsdale Investment Management Inc. 33330.00%0.00%0.02%Q3 2015Q3 202333
PALISADE CAPITAL MANAGEMENT, LP 2710.01%0.03%0.23%Q1 2013Q3 202333
Financial Sense Advisors, Inc. 1520.06%2.58%15.43%Q2 2013Q3 202333
Zurcher Kantonalbank (Zurich Cantonalbank) 2410.00%0.04%0.19%Q4 2014Q3 202333
Sabal Trust CO 2910.02%0.10%0.20%Q4 2013Q3 202333
SCOPIA CAPITAL MANAGEMENT LP 1410.77%5.98%16.86%Q2 2013Q3 202333
Marathon Trading Investment Management LLC 1610.02%2.19%15.44%Q1 2013Q2 202333
Stillwater Capital Advisors, LLC 1710.03%0.22%1.87%Q1 2014Q3 202333
Hexavest Inc. 17160.02%0.55%2.64%Q2 2013Q3 202133
Family Management Corp 20100.11%1.07%4.87%Q4 2013Q3 202333
EXANE DERIVATIVES 1190.01%0.77%5.05%Q4 2014Q2 202233
VALICENTI ADVISORY SERVICES INC 33330.36%1.01%5.54%Q3 2015Q3 202333
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1650.59%2.12%3.57%Q2 2014Q3 202232
Violich Capital Management, Inc. 32320.06%0.19%0.25%Q4 2015Q3 202332
LVM CAPITAL MANAGEMENT LTD/MI 2840.07%0.73%1.41%Q3 2015Q3 202332
FARMERS TRUST CO 2450.08%3.90%10.28%Q4 2015Q3 202332
Camelot Portfolios, LLC 730.01%0.13%0.92%Q4 2016Q3 202332
Paradigm Financial Advisors, LLC 32321.26%2.56%4.52%Q1 2014Q4 202132
JANICZEK WEALTH MANAGEMENT, LLC 2220.02%0.14%0.72%Q4 2016Q3 202332
WOODSTOCK CORP 3020.04%0.25%0.80%Q3 2013Q4 202332
Goodman Financial Corp 1830.10%0.55%1.98%Q2 2013Q3 202332
PACIFIC FINANCIAL GROUP INC 2010.37%2.56%4.14%Q2 2013Q3 202332
High Falls Advisors, Inc 32320.50%3.80%8.03%Q4 2015Q3 202332
Covenant Multifamily Offices, LLC 32321.74%25.45%75.07%Q4 2013Q3 202132
Wealthstar Advisors, LLC 1090.13%8.91%64.78%Q1 2018Q3 202332
FIL Ltd 1410.00%0.07%0.63%Q1 2014Q3 202332
NICOLET BANKSHARES INC 32321.93%2.55%3.39%Q4 2015Q3 202332
INVESTMENT HOUSE LLC 32320.06%0.47%3.99%Q4 2015Q3 202332
NIXON PEABODY TRUST CO 32321.13%2.47%5.33%Q4 2015Q3 202332
Insight Wealth Partners, LLC 16160.10%16.83%75.70%Q4 2019Q3 202332
SG3 Management, LLC 22220.30%4.30%26.22%Q3 2017Q4 202232
Summit Financial Wealth Advisors, LLC 32320.25%0.77%3.11%Q4 2015Q3 202332
Belvedere Trading LLC 910.28%29.25%96.48%Q4 2014Q3 202332
Itau Unibanco Holding S.A. 1910.10%11.16%39.50%Q2 2016Q3 202332
BBVA USA Bancshares, Inc. 32320.08%0.24%0.59%Q2 2013Q1 202132
Migdal Insurance & Financial Holdings Ltd. 32320.21%0.67%1.96%Q4 2015Q3 202332
NewSquare Capital LLC 3010.00%3.98%5.61%Q3 2013Q3 202332
Wellington Shields Capital Management, LLC 32320.00%0.09%0.22%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.17%0.25%0.36%Q1 2016Q4 202332
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 32320.73%1.53%2.54%Q4 2015Q3 202332
Ayalon Insurance Comp Ltd. 2481.29%4.35%14.04%Q1 2015Q3 202332
AMERICAN CENTURY COMPANIES INC 910.00%0.07%0.55%Q2 2013Q3 202332
NORTH AMERICAN MANAGEMENT CORP 32320.66%1.98%3.45%Q2 2013Q1 202132
Moisand Fitzgerald Tamayo, LLC 32320.18%0.29%0.51%Q4 2015Q3 202332
PEOPLES BANK /OH 32322.94%3.45%4.00%Q4 2015Q3 202332
Jackson, Grant Investment Advisers, Inc. 32325.08%10.98%15.02%Q4 2015Q3 202332
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2840.31%0.38%0.44%Q4 2014Q3 202332
Regal Wealth Group, Inc. 32320.15%0.21%0.28%Q4 2015Q3 202332
St. Louis Trust Co 323211.14%18.49%28.06%Q4 2015Q3 202332
Grove Bank & Trust 32320.07%1.31%2.32%Q4 2015Q3 202332
FORT PITT CAPITAL GROUP, LLC 32320.02%0.23%1.74%Q4 2015Q3 202332
Colorado Capital Management, Inc. 32324.11%4.96%6.35%Q4 2015Q3 202332
HOWARD CAPITAL MANAGEMENT 32323.37%4.48%6.62%Q1 2013Q4 202032
Clarius Group, LLC 32320.37%1.07%2.18%Q4 2015Q3 202332
Mandatum Life Insurance Co Ltd 32320.09%0.21%0.53%Q4 2015Q3 202332
Sitrin Capital Management LLC 32322.01%3.00%4.42%Q4 2015Q3 202332
Harel Insurance Investments & Financial Services Ltd. 32320.05%0.43%0.87%Q4 2015Q3 202332
InterOcean Capital, LLC 29290.01%8.91%12.06%Q2 2013Q2 202032
Armbruster Capital Management, Inc. 32321.21%2.26%3.66%Q4 2015Q3 202332
BAINCO INTERNATIONAL INVESTORS 32322.86%6.63%17.40%Q1 2013Q4 202032
CITIZENS FINANCIAL GROUP INC/RI 32322.02%3.08%4.03%Q4 2015Q3 202332
HOME FEDERAL BANK OF TENNESSEE 32320.42%0.72%1.12%Q4 2015Q3 202332
Alpha Omega Wealth Management LLC 32320.08%0.13%0.20%Q4 2015Q3 202332
CHARTER RESEARCH & INVESTMENT GROUP, INC. 2481.05%1.58%2.19%Q4 2014Q3 202332
WIMMER ASSOCIATES 1, LLC 32322.11%2.36%2.75%Q4 2015Q3 202332
Berkeley Capital Partners, LLC 32322.81%13.94%21.37%Q4 2015Q3 202332
Cornerstone Advisory, LLC 32320.29%0.53%0.76%Q4 2015Q3 202332
Bristlecone Advisors, LLC 32321.08%3.31%5.03%Q4 2015Q3 202332
Apollo Management Holdings, L.P. 2210.05%4.16%16.46%Q3 2013Q3 202332
Clearwater Capital Advisors, LLC 30300.03%0.24%0.50%Q2 2016Q3 202332
Mutual Advisors, LLC 24240.00%1.28%6.40%Q4 2017Q3 202332
LEVEL FOUR ADVISORY SERVICES, LLC 28280.38%1.58%5.96%Q4 2016Q3 202332
Narwhal Capital Management 1310.00%0.18%2.99%Q1 2014Q3 202332
Nuveen Asset Management, LLC 2550.00%0.04%0.24%Q4 2014Q3 202332
Asset Dedication, LLC 32320.26%0.47%0.96%Q4 2015Q3 202332
BDO Wealth Advisors, LLC 25250.01%1.02%1.74%Q2 2017Q2 202332
Knighthead Capital Management, LLC 1814.57%39.03%76.47%Q1 2014Q3 202332
Brouwer & Janachowski, LLC 32320.82%1.25%2.50%Q4 2013Q3 202132
ArchPoint Investors 32320.20%1.00%2.82%Q2 2013Q1 202132
Circle Wealth Management, LLC 28280.04%27.36%43.12%Q4 2016Q3 202332
REDW Wealth LLC 28280.20%3.48%6.78%Q4 2016Q3 202331
Well Done, LLC 31310.55%1.08%1.40%Q1 2016Q3 202331
Ashfield Capital Partners, LLC 21100.01%0.04%0.09%Q2 2013Q3 202231
ELLINGTON MANAGEMENT GROUP LLC 910.05%6.56%66.43%Q3 2013Q2 202131
Private Wealth Advisors, Inc. 31313.46%4.54%5.19%Q2 2013Q4 202031
JBF Capital, Inc. 2210.00%27.34%45.24%Q2 2013Q2 202331
Kelman-Lazarov, Inc. 31310.66%1.28%1.87%Q1 2016Q3 202331
Karp Capital Management Corp 2470.00%0.11%0.24%Q4 2014Q3 202231
Edgestream Partners, L.P. 1210.15%2.31%15.31%Q2 2014Q3 202331
Silicon Valley Capital Partners 313113.88%32.02%56.84%Q1 2016Q3 202331
Simmons Bank 31312.26%3.13%3.80%Q1 2016Q3 202331
Welch Group, LLC 1440.01%0.66%1.96%Q3 2015Q3 202331
O'Brien Wealth Partners LLC 2380.08%0.30%0.69%Q4 2015Q3 202331
Hanson & Doremus Investment Management 31310.22%0.30%0.35%Q1 2016Q3 202331
Mizuho Markets Cayman LP 1320.00%5.93%99.10%Q4 2019Q3 202331
Westbourne Investment Advisors, Inc. 19120.22%0.43%0.88%Q3 2015Q3 202331
Granite Point Capital Management, L.P. 910.51%13.81%77.52%Q3 2015Q4 202231
Royal Fund Management, LLC 2110.00%0.64%3.61%Q4 2016Q3 202331
Laurel Wealth Advisors LLC 20200.04%2.06%2.99%Q4 2018Q3 202331
Stonebridge Capital Advisors LLC 2650.08%0.10%0.13%Q4 2014Q3 202331
Sullivan, Bruyette, Speros & Blaney, LLC 20200.00%19.01%36.66%Q2 2016Q1 202131
Geneos Wealth Management Inc. 31310.86%1.87%3.04%Q1 2016Q3 202331
Shay Capital LLC 12120.03%6.43%25.60%Q4 2020Q3 202331
LEVIN CAPITAL STRATEGIES, L.P. 1310.00%0.39%2.96%Q2 2013Q3 202331
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2830.01%0.08%0.20%Q2 2015Q3 202331
RENAISSANCE GROUP LLC 2740.01%0.02%0.03%Q2 2013Q2 202131
Atlas Brown,Inc. 2740.04%0.36%1.32%Q2 2014Q3 202331
M&R CAPITAL MANAGEMENT INC 31310.02%0.06%0.16%Q2 2016Q4 202331
Stillwater Investment Management, LLC 21100.12%0.32%0.50%Q2 2015Q1 202331
MinichMacGregor Wealth Management, LLC 17140.10%0.50%2.15%Q4 2015Q3 202331
Westside Investment Management, Inc. 1510.00%0.11%0.62%Q1 2017Q3 202331
Provident Investment Management, Inc. 31310.06%0.48%1.36%Q2 2013Q4 202031
ADELL HARRIMAN & CARPENTER INC 2420.03%0.07%0.54%Q4 2014Q3 202331
Telemetry Investments, L.L.C. 1110.52%11.23%53.89%Q1 2015Q4 202231
Intercontinental Wealth Advisors, LLC 31316.81%12.62%21.18%Q4 2015Q2 202331
Sutton Wealth Advisors Inc. 31310.16%1.41%2.83%Q1 2016Q3 202331
Plancorp, LLC 2810.13%3.86%15.87%Q1 2014Q3 202331
Graham Capital Management, L.P. 1010.01%8.17%32.97%Q2 2013Q1 202231
SENTRY INVESTMENT MANAGEMENT LLC 1710.01%3.33%32.21%Q2 2013Q3 202331
HBW ADVISORY SERVICES LLC 17170.00%0.70%2.83%Q3 2019Q3 202331
3EDGE Asset Management, LP 1010.00%3.38%35.48%Q4 2016Q3 202331
NEXT Financial Group, Inc 31310.00%0.92%1.70%Q2 2014Q4 202131
Cedar Wealth Management, LLC 31310.10%0.22%0.49%Q1 2016Q3 202331
Transamerica Financial Advisors, Inc. 2310.00%0.13%0.54%Q2 2013Q3 202331
Venturi Wealth Management, LLC 2410.17%3.14%10.07%Q4 2015Q3 202331
Private Capital Advisors, Inc. 2420.04%0.12%0.29%Q4 2013Q3 202331
EVERGREEN CAPITAL MANAGEMENT LLC 2630.01%0.58%0.85%Q2 2016Q3 202331
CYPRESS CAPITAL MANAGEMENT LLC 31310.07%0.61%1.20%Q1 2015Q3 202231
Nicholas Hoffman & Company, LLC. 30301.39%7.93%14.21%Q2 2016Q3 202330
ETRADE Capital Management LLC 30304.75%7.22%9.43%Q2 2013Q3 202030
Columbia Asset Management 1010.41%1.12%1.73%Q4 2013Q3 202330
GAM Holding AG 18120.00%0.29%2.37%Q2 2013Q4 202030
Man Group plc 730.00%0.03%0.31%Q1 2018Q3 202330
J.P. Marvel Investment Advisors, LLC 1720.25%0.32%0.46%Q4 2015Q3 202330
WEXFORD CAPITAL LP 1110.04%2.17%11.96%Q1 2014Q3 202330
RPg Family Wealth Advisory, LLC 20100.01%0.41%2.82%Q1 2016Q3 202330
WEALTHCARE CAPITAL MANAGEMENT LLC 2810.02%0.10%0.35%Q2 2013Q2 202330
BerganKDV Wealth Management, LLC 30300.11%0.19%0.41%Q1 2016Q2 202330
FIFTH THIRD SECURITIES, INC. 2460.50%3.90%9.28%Q1 2016Q3 202330
NOMURA ASSET MANAGEMENT CO LTD 2460.00%0.02%0.10%Q1 2016Q3 202330
Investidor Profissional Gestao de Recursos Ltda. 24240.05%18.20%46.34%Q4 2017Q3 202330
Magnus Financial Group LLC 20200.00%4.23%22.60%Q4 2018Q3 202330
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1760.00%0.50%1.46%Q2 2013Q2 202130
Sandell Asset Management Corp. 1410.55%10.01%53.55%Q1 2014Q1 202030
Trellus Management Company, LLC 910.40%11.46%46.02%Q2 2013Q3 202330
InterOcean Capital Group, LLC 12120.00%3.04%9.72%Q4 2020Q3 202330
Bedell Frazier Investment Counselling, LLC 2710.07%0.73%5.58%Q3 2014Q3 202330
DEARBORN PARTNERS LLC 2190.02%0.06%0.28%Q2 2013Q3 202330
ALERUS FINANCIAL NA 30300.07%1.86%3.76%Q2 2016Q3 202330
Stearns Financial Services Group 30300.10%1.26%5.57%Q2 2013Q3 202030
Zurich Insurance Group Ltd/FI 2520.08%0.29%0.86%Q3 2015Q3 202330
WEST CHESTER CAPITAL ADVISORS, INC 1210.90%2.54%5.07%Q2 2013Q3 202330
Greytown Advisors Inc. 2520.11%0.65%9.43%Q4 2016Q3 202330
Mach-1 Financial Group, LLC 12120.00%2.15%15.61%Q4 2020Q3 202330
Legacy Advisors, LLC 28280.00%4.62%7.99%Q4 2016Q3 202330
SUNFLOWER BANK, NA WEALTH MANAGEMENT 303018.27%23.22%27.96%Q2 2013Q3 202030
SevenBridge Financial Group, LLC 30300.07%0.17%0.29%Q2 2016Q3 202330
TEXAS CAPITAL BANCSHARES INC/TX 30301.16%2.63%5.22%Q2 2016Q3 202330
Mitsubishi UFJ Trust & Banking Corp 2550.00%0.03%0.08%Q2 2013Q3 202330
Gilbert & Cook, Inc. 28280.03%0.43%0.58%Q4 2016Q3 202330
ALPHA WINDWARD LLC 30301.41%1.85%2.65%Q2 2013Q3 202030
BlackRock Investment Management, LLC 15150.00%0.05%0.25%Q2 2013Q4 201630
Transform Wealth, LLC 2540.09%1.64%4.00%Q2 2016Q3 202330
Strategic Wealth Partners Group, LLC 2090.00%7.92%11.10%Q2 2016Q3 202330
Wealthcare Advisory Partners LLC 30301.42%9.14%27.72%Q2 2016Q3 202330
Sage Advisory Services, Ltd.Co. 1250.06%9.47%34.32%Q2 2013Q3 202330
Verger Capital Management LLC 30300.34%8.97%21.37%Q2 2016Q3 202330
Jacobi Capital Management LLC 30300.39%11.59%16.54%Q2 2016Q3 202330
WESTWOOD HOLDINGS GROUP INC 2910.00%0.04%0.18%Q4 2015Q3 202330
Granite Investment Advisors, LLC 1620.04%0.17%0.80%Q2 2013Q3 202130
BTC Capital Management, Inc. 2110.40%0.54%0.72%Q1 2015Q3 202330
McAdam, LLC 28280.00%0.14%0.35%Q4 2016Q3 202330
Calamos Wealth Management LLC 30300.04%0.90%2.00%Q2 2016Q3 202330
TEALWOOD ASSET MANAGEMENT INC 2910.09%0.14%0.23%Q1 2014Q3 202130
Corbenic Partners LLC 19110.08%5.87%15.88%Q2 2013Q2 202230
Domani Wealth, LLC 30301.27%2.06%4.26%Q4 2015Q1 202330
Clearstead Advisors, LLC 28280.01%0.70%1.91%Q4 2016Q3 202330
ARMISTICE CAPITAL, LLC 1734.94%17.49%29.46%Q4 2014Q3 202329
DIMENSION CAPITAL MANAGEMENT LLC 28280.06%10.86%18.11%Q4 2016Q3 202329
Financial Advocates Investment Management 24240.02%2.08%3.11%Q4 2017Q3 202329
Arvest Bank Trust Division 29291.50%3.01%5.05%Q3 2014Q3 202129
Private Wealth Partners, LLC 2140.07%0.24%0.37%Q4 2013Q3 202329
GODSEY & GIBB, INC 2410.24%0.68%4.34%Q2 2015Q3 202329
NIPPON LIFE INSURANCE CO 2815.06%7.60%9.69%Q2 2013Q4 202029
FIDUCIARY TRUST INTERNATIONAL LLC 29295.28%16.37%35.56%Q2 2013Q2 202029
Litman Gregory Wealth Management LLC 2420.08%0.42%0.55%Q1 2016Q3 202329
Curbstone Financial Management Corp 1510.13%0.19%0.33%Q1 2014Q4 202329
First PREMIER Bank 29290.01%0.29%0.88%Q3 2016Q3 202329
AJ WEALTH STRATEGIES, LLC 27270.06%1.14%3.54%Q4 2016Q2 202329
SVA Wealth Management, LLC 29290.10%0.38%2.62%Q4 2013Q4 202029
Fortis Advisors, LLC 28280.01%0.69%2.72%Q4 2016Q3 202329
CI INVESTMENTS INC. 2010.00%0.45%2.81%Q2 2013Q3 202329
Field & Main Bank 1440.02%0.04%0.15%Q4 2013Q3 202329
Hedeker Wealth, LLC 2010.01%0.29%2.82%Q4 2014Q3 202329
Cavalier Investments, LLC 1310.23%2.41%8.21%Q3 2015Q3 202329
Gibson Capital, LLC 29290.08%0.20%0.28%Q4 2014Q4 202129
Cable Hill Partners, LLC 1820.01%0.26%0.41%Q4 2014Q3 202329
COWEN AND COMPANY, LLC 1310.00%1.54%9.52%Q4 2019Q3 202329
Bruderman Asset Management, LLC 2540.06%0.92%1.81%Q1 2015Q2 202229
Crescent Grove Advisors, LLC 26260.01%3.68%5.31%Q2 2017Q3 202329
PEDDOCK CAPITAL ADVISORS, LLC 29290.11%0.75%1.91%Q3 2016Q3 202329
Echo Street Capital Management LLC 2210.04%1.73%5.58%Q1 2015Q3 202329
CADENCE BANK NA 2180.56%1.27%2.02%Q2 2013Q3 202229
Liberty Capital Management, Inc. 17120.13%0.29%0.44%Q2 2016Q3 202329
BRINKER CAPITAL INC 29290.35%2.60%6.59%Q2 2013Q2 202029
Intersect Capital LLC 2090.19%0.50%0.79%Q4 2014Q1 202229
Crestone Asset Management LLC 2810.20%1.09%1.83%Q1 2016Q3 202329
STRS OHIO 1450.00%0.00%0.01%Q1 2016Q3 202329
VISTA CAPITAL PARTNERS, INC. 29290.07%0.50%0.86%Q3 2016Q3 202329
SANDERS MORRIS HARRIS LLC 1730.06%0.31%1.78%Q1 2016Q3 202329
OneDigital Investment Advisors LLC 2050.00%0.68%1.12%Q2 2017Q3 202329
SPROTT INC. 16110.01%0.51%1.41%Q2 2013Q2 202329
Sargent Bickham Lagudis LLC 28280.02%6.03%8.48%Q1 2016Q4 202229
Mechanics Bank Trust Department 29295.89%6.80%7.80%Q3 2016Q3 202329
FENIMORE ASSET MANAGEMENT INC 29290.02%0.04%0.17%Q3 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.11%0.16%0.27%Q4 2013Q4 202029
IBERIABANK CORP 2810.21%1.48%3.18%Q4 2012Q2 202029
Kovitz Investment Group, LLC 11110.02%0.49%2.11%Q2 2013Q4 201529
Harfst & Associates, Inc. 2130.05%0.75%1.22%Q2 2015Q3 202328
Pflug Koory, LLC 28280.11%0.16%0.28%Q4 2016Q3 202328
O'Dell Group, LLC 28285.65%9.41%12.87%Q4 2016Q3 202328
APPLETON PARTNERS INC/MA 28280.97%1.80%4.18%Q1 2017Q4 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.16%0.54%0.80%Q4 2016Q3 202328
SCHOLTZ & COMPANY, LLC 28280.18%0.31%0.66%Q4 2016Q3 202328
Alkeon Capital Management 2324.00%19.33%44.51%Q2 2017Q3 202328
OXFORD FINANCIAL GROUP, LTD. LLC 28281.16%1.94%3.26%Q4 2016Q3 202328
Wealthspire Advisors, LLC 20200.00%3.09%6.87%Q4 2018Q3 202328
Avantax Planning Partners, Inc. 28280.02%0.15%0.40%Q4 2016Q3 202328
Hutchin Hill Capital, LP 980.00%0.92%7.12%Q2 2013Q3 201728
THOMAS STORY & SON LLC 28280.17%0.27%0.35%Q3 2016Q2 202328
TAP Consulting, LLC 1710.01%1.84%4.17%Q1 2019Q3 202328
Relative Value Partners Group, LLC 2410.03%0.22%0.77%Q4 2015Q3 202328
CAPITAL ADVISORS INC/OK 28280.03%0.78%2.27%Q4 2016Q3 202328
Stuart Chaussee & Associates, Inc. 28280.01%0.01%0.05%Q4 2016Q3 202328
D L CARLSON INVESTMENT GROUP INC 28280.06%0.18%0.62%Q4 2016Q3 202328
BLACKROCK ADVISORS LLC 15150.00%1.03%3.24%Q2 2013Q4 201628
Bishop Rock Capital, L.P. 28284.46%7.41%11.44%Q4 2016Q3 202328
BigSur Wealth Management LLC 282811.50%20.06%31.37%Q4 2016Q3 202328
Nokomis Capital, L.L.C. 810.08%5.01%14.86%Q2 2013Q3 202328
Darwin Wealth Management, LLC 28280.12%0.27%2.03%Q4 2016Q3 202328
ORRSTOWN FINANCIAL SERVICES INC 2530.08%0.37%0.83%Q3 2013Q1 202128
Pacific Wealth Strategies Group, Inc. 28280.38%1.29%1.87%Q4 2016Q3 202328
Aptus Capital Advisors, LLC 20200.01%1.82%34.90%Q4 2018Q3 202328
FORTE CAPITAL LLC /ADV 14140.16%0.30%1.43%Q3 2014Q3 202328
Jackson Hole Capital Partners, LLC 20200.06%0.39%2.04%Q4 2018Q3 202328
ASSET PLANNING SERVICES INC /LA/ /ADV 28280.24%0.38%0.66%Q4 2016Q3 202328
Highland Private Wealth Management 28282.28%5.02%8.26%Q4 2015Q3 202228
BAR HARBOR WEALTH MANAGEMENT 28280.03%0.10%0.32%Q4 2016Q3 202328
Leith Wheeler Investment Counsel Ltd. 28280.15%0.33%1.35%Q1 2017Q4 202328
Aveo Capital Partners, LLC 28280.24%2.87%17.54%Q4 2016Q3 202328
Altshuler Shaham Ltd 2110.00%1.63%11.99%Q4 2017Q3 202328
Canal Capital Management, LLC 2710.22%0.44%2.25%Q2 2016Q3 202328
Day & Ennis, LLC 28280.16%0.22%0.38%Q4 2016Q3 202328
Visium Asset Management, LP 12120.00%0.31%1.07%Q2 2013Q1 201628
STATE OF WISCONSIN INVESTMENT BOARD 27270.00%0.19%1.17%Q1 2017Q3 202328
Silverleafe Capital Partners, LLC 25250.00%3.07%8.92%Q4 2017Q4 202328
CWA Asset Management Group, LLC 28280.17%0.61%1.22%Q4 2016Q3 202328
FCG ADVISORS, LLC 2410.15%1.69%3.06%Q2 2013Q3 202028
Cribstone Capital Management, LLC 2710.09%2.37%8.99%Q4 2015Q4 202228
Banco Santander, S.A. 28280.71%1.34%2.29%Q4 2016Q3 202328
WESPAC Advisors SoCal, LLC 2710.06%0.44%4.73%Q4 2015Q3 202328
Tuttle Capital Management, LLC 1710.30%12.01%37.98%Q1 2014Q1 202228
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1310.17%0.32%0.95%Q2 2013Q3 202328
LYELL WEALTH MANAGEMENT, LP 28280.14%0.40%0.74%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.48%0.71%1.01%Q4 2016Q3 202328
SUMITOMO MITSUI FINANCIAL GROUP, INC. 28280.74%7.89%44.76%Q4 2016Q3 202328
Bridgeworth, LLC 28280.44%2.59%4.36%Q4 2016Q3 202328
SIMON QUICK ADVISORS, LLC 28284.14%10.75%19.41%Q4 2016Q3 202328
ARTHUR M. COHEN & ASSOCIATES, LLC 2410.43%5.30%6.42%Q3 2014Q3 202328
Vantage Financial Partners Ltd., Inc. 282812.28%16.56%19.75%Q4 2016Q3 202328
Armor Investment Advisors, LLC 28280.30%0.40%0.60%Q4 2016Q3 202328
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.00%0.50%0.98%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.03%0.29%0.67%Q4 2016Q3 202328
CONCENTRIC WEALTH MANAGEMENT, LLC 28280.23%0.37%0.64%Q4 2016Q3 202328
Omnia Family Wealth, LLC 28281.08%1.64%2.66%Q4 2016Q3 202328
Fusion Family Wealth LLC 28280.11%0.31%0.60%Q4 2016Q3 202328
Shepherd Financial Partners LLC 282813.50%17.50%20.97%Q4 2016Q3 202328
ARDSLEY ADVISORY PARTNERS LP 510.27%3.81%16.69%Q2 2013Q2 202328
GenTrust, LLC 28284.91%11.32%19.98%Q4 2016Q3 202328
Meridian Wealth Management, LLC 28281.79%3.85%6.03%Q4 2016Q3 202328
Perennial Advisors, LLC 28280.76%1.52%2.66%Q4 2016Q3 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.13%0.39%1.28%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.01%2.26%3.92%Q4 2016Q3 202328
Abbrea Capital, LLC 28283.84%4.17%4.61%Q4 2016Q3 202328
HCR Wealth Advisors 28280.32%0.43%0.61%Q4 2016Q3 202328
CERTUITY, LLC 16160.00%7.46%18.64%Q4 2019Q3 202328
Marietta Wealth Management, LLC 28280.65%0.92%1.34%Q4 2016Q3 202328
Moloney Securities Asset Management, LLC 28280.74%0.95%1.44%Q4 2016Q3 202328
Bryn Mawr Capital Management, LLC 28280.74%2.74%5.64%Q4 2016Q3 202328
Sterling Investment Advisors, Ltd. 28280.36%0.48%0.65%Q4 2016Q3 202328
BlueSky Wealth Advisors, LLC 28280.62%0.92%1.38%Q4 2016Q3 202328
Nantahala Capital Management 1011.03%5.19%12.01%Q2 2013Q2 202028
AUA CAPITAL MANAGEMENT, LLC 282822.35%26.58%30.37%Q4 2016Q3 202328
Blankinship & Foster, LLC 28280.83%1.05%1.28%Q4 2016Q3 202328
Bogart Wealth, LLC 28280.00%0.24%4.96%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.94%1.79%4.38%Q4 2016Q3 202328
Thomasville National Bank 2710.03%0.09%0.21%Q1 2015Q3 202328
Lee Financial Co 28280.01%0.06%0.42%Q4 2016Q3 202328
ACADEMY CAPITAL MANAGEMENT INC/TX 910.05%0.09%0.38%Q2 2013Q3 202328
Fiduciary Trust Co International of Pennsylvania 28280.21%0.27%0.37%Q2 2013Q1 202028
WEST PACES ADVISORS INC. 28282.38%3.34%4.16%Q4 2016Q3 202328
Providence Capital Advisors, LLC 24240.00%0.40%1.00%Q4 2017Q3 202328
Mercer Capital Advisers, Inc. 28282.63%4.52%6.76%Q4 2014Q3 202128
HIGHBRIDGE CAPITAL MANAGEMENT LLC 1210.06%3.71%13.23%Q2 2013Q4 201928
Larson Financial Group LLC 2120.00%0.33%1.01%Q4 2017Q3 202328
AdvisorNet Financial, Inc 24240.00%0.87%1.52%Q4 2017Q3 202328
DAIDO LIFE INSURANCE CO 28285.28%21.41%30.55%Q4 2016Q3 202328
JARISLOWSKY, FRASER Ltd 28280.06%0.08%0.15%Q4 2016Q3 202328
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 28285.38%7.81%10.97%Q4 2016Q3 202328
Conservest Capital Advisors, Inc. 27274.30%8.81%13.57%Q1 2017Q3 202327
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 27270.46%1.95%3.12%Q3 2015Q1 202227
GRANDFIELD & DODD, LLC 1910.02%0.08%0.14%Q4 2013Q3 202327
Flaharty Asset Management, LLC 27270.22%0.51%0.92%Q1 2017Q3 202327
Pacific Center for Financial Services 2430.08%0.19%0.24%Q4 2016Q3 202327
THOMPSON DAVIS & CO., INC. 1720.00%0.88%2.04%Q4 2013Q3 202327
ZWJ INVESTMENT COUNSEL INC 27270.08%0.22%0.57%Q1 2017Q3 202327
Wealthspire Advisors, L.P. 20200.00%1.47%4.71%Q4 2015Q3 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.78%1.38%2.58%Q2 2013Q4 201927
Keeley-Teton Advisors, LLC 27270.20%0.74%1.23%Q1 2017Q3 202327
Element Wealth, LLC 16160.14%2.26%5.27%Q4 2019Q3 202327
MSD Partners, L.P. 1010.86%17.83%69.25%Q2 2014Q2 202227
Hanlon Investment Management, Inc. 1210.07%0.72%4.53%Q2 2013Q2 202327
Wharton Business Group, LLC 27270.04%0.10%0.19%Q2 2016Q4 202227
Ullmann Wealth Partners Group, LLC 2430.14%0.50%1.38%Q4 2016Q3 202327
Heritage Trust Co 27270.02%0.88%1.71%Q1 2017Q3 202327
CANADA PENSION PLAN INVESTMENT BOARD 910.00%0.63%2.59%Q1 2013Q3 202327
Parkside Investments, LLC 27270.30%0.58%1.35%Q1 2017Q3 202327
Beaumont Financial Partners, LLC 2610.07%0.12%0.27%Q4 2015Q3 202227
Cerity Partners LLC 27271.61%4.56%6.73%Q1 2017Q3 202327
QS Investors, LLC 27270.10%1.23%1.81%Q4 2014Q2 202127
CIBC BANK USA 27270.29%0.46%0.71%Q2 2013Q4 201927
Strategic Blueprint, LLC 20200.00%1.15%4.85%Q4 2018Q3 202327
Confluence Wealth Management LLC 27272.89%3.88%4.66%Q1 2014Q3 202027
NORTHWEST INVESTMENT COUNSELORS, LLC 2610.06%0.17%0.29%Q4 2013Q3 202327
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 27271.26%1.45%1.59%Q2 2013Q4 201927
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 27270.00%0.01%0.02%Q1 2017Q3 202327
Capital Investment Advisory Services, LLC 2330.17%0.57%1.42%Q1 2017Q3 202327
MARSHALL & SULLIVAN INC /WA/ 27270.48%1.10%1.29%Q1 2017Q3 202327
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 27270.01%0.11%0.50%Q1 2017Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.18%0.52%0.74%Q1 2017Q3 202327
Sowell Financial Services LLC 17100.60%1.17%1.99%Q4 2016Q3 202327
Mirador Capital Partners LP 27270.05%0.19%0.49%Q1 2017Q3 202327
Bedel Financial Consulting, Inc. 23230.00%1.00%1.59%Q4 2017Q2 202327
Voya Financial Advisors, Inc. 27270.04%1.28%5.43%Q1 2015Q3 202127
First Command Financial Services, Inc. 27270.02%0.19%0.36%Q4 2016Q2 202327
Asset Planning Services, Ltd. 27270.18%1.17%2.60%Q2 2015Q4 202127
First Command Bank 27270.09%0.21%0.36%Q4 2016Q2 202327
STEADFAST CAPITAL MANAGEMENT LP 810.40%4.80%21.57%Q4 2013Q2 202227
CMT Asset Management Ltd 1110.02%1.92%7.39%Q4 2012Q2 201727
Estabrook Capital Management 27270.00%0.19%2.87%Q2 2013Q4 201927
Alyeska Investment Group, L.P. 1610.04%1.27%8.10%Q3 2013Q4 202027
NewFocus Financial Group, LLC 1980.08%0.66%1.01%Q4 2013Q4 202027
EFG Asset Management (Americas) Corp. 2520.06%1.21%4.39%Q4 2013Q3 202327
Forefront Analytics, LLC 24240.00%4.52%10.64%Q4 2017Q3 202327
CIGNA INVESTMENTS INC /NEW 27270.19%0.74%1.36%Q4 2016Q2 202327
Almanack Investment Partners, LLC. 2240.00%0.88%5.99%Q1 2017Q3 202327
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 2340.00%0.04%0.18%Q2 2013Q3 202327
TRILLIUM ASSET MANAGEMENT, LLC 1510.01%0.07%0.17%Q4 2014Q3 202327
Boston Trust Walden Corp 27270.01%0.02%0.03%Q1 2017Q3 202327
HALL CAPITAL MANAGEMENT CO INC 17100.26%0.31%0.36%Q4 2016Q3 202327
COMMERZBANK AKTIENGESELLSCHAFT /FI 14130.01%3.77%14.53%Q2 2013Q1 202027
CTC LLC 610.02%19.78%88.49%Q2 2013Q2 202327
CIBC WORLD MARKETS CORP 810.01%3.53%30.46%Q4 2014Q3 202327
Leisure Capital Management 2610.22%0.58%1.54%Q1 2015Q3 202327
Whitnell & Co. 27271.67%2.09%2.77%Q2 2013Q4 201927
AMP Capital Investors Ltd 2010.00%0.04%0.16%Q2 2013Q3 202126
SteelPeak Wealth, LLC 16160.00%1.43%2.93%Q4 2019Q3 202326
SOUTH TEXAS MONEY MANAGEMENT LTD 26260.10%0.21%0.88%Q2 2013Q3 201926
Barnett & Company, Inc. 2110.01%0.11%0.21%Q3 2014Q1 202226
Weiss Multi-Strategy Advisers LLC 920.01%2.24%15.47%Q2 2013Q2 202226
LeJeune Puetz Investment Counsel LLC 26261.78%2.11%4.14%Q4 2016Q1 202326
CHECK CAPITAL MANAGEMENT INC/CA 26260.01%0.03%0.13%Q2 2017Q3 202326
Foothills Asset Management, Ltd. 26262.76%4.29%5.86%Q4 2013Q1 202026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 2510.01%0.04%0.45%Q2 2013Q1 202326
Kohmann Bosshard Financial Services, LLC 2510.07%0.10%0.25%Q1 2017Q3 202326
Ahrens Investment Partners LLC 1610.01%0.34%0.80%Q4 2016Q1 202326
Trinity Legacy Partners, LLC 20200.00%0.37%1.28%Q4 2018Q3 202326
Gratus Capital, LLC 26260.08%0.56%1.70%Q2 2017Q3 202326
Mount Yale Investment Advisors, LLC 23230.00%0.22%0.64%Q1 2018Q3 202326
Banco BTG Pactual S.A. 1310.00%1.74%5.91%Q1 2016Q3 202326
FIRST NEW YORK SECURITIES LLC /NY 14140.00%1.55%12.12%Q2 2013Q3 201626
GLG Partners LP 13130.01%2.10%11.15%Q1 2014Q1 201726
Paulson Wealth Management Inc. 24240.00%2.28%6.29%Q4 2017Q3 202326
KOPP INVESTMENT ADVISORS LLC 26260.28%0.81%2.26%Q2 2013Q3 201926
Black Swift Group, LLC 26260.46%6.83%17.01%Q2 2017Q3 202326
Founders Capital Management 13130.06%1.77%3.46%Q1 2017Q4 202326
Owl Creek Asset Management, L.P. 712.82%23.19%54.86%Q2 2013Q3 202326
DORCHESTER WEALTH MANAGEMENT Co 1430.07%0.16%0.20%Q2 2015Q3 202326
MADISON INVESTMENT HOLDINGS INC 26261.13%1.83%2.92%Q2 2013Q3 201926
UBS ASSET MANAGEMENT AMERICAS INC 26260.02%0.05%0.09%Q2 2013Q3 201926
Family Legacy, Inc. 2421.45%1.69%1.89%Q1 2017Q3 202326
AIA Group Ltd 1031.30%34.44%100.00%Q4 2012Q3 202326
PARK AVENUE SECURITIES LLC 26260.04%0.42%1.10%Q2 2017Q3 202326
Spectrum Asset Management, Inc. (NB/CA) 2150.20%0.38%0.64%Q2 2015Q3 202326
Candriam S.C.A. 1870.00%0.03%0.18%Q4 2014Q1 202326
Colonial Trust Advisors 26260.08%0.08%0.10%Q2 2017Q3 202326
BOSTON ADVISORS LLC 26260.05%0.46%1.79%Q2 2013Q3 201926
BFSG, LLC 1790.12%0.58%2.90%Q1 2017Q3 202326
Quintium Advisors, LLC 10100.00%27.74%46.15%Q4 2013Q1 201626
BTG Pactual Global Asset Management Ltd 1110.06%9.74%42.72%Q2 2018Q3 202326
HALSEY ASSOCIATES INC/CT 26260.13%0.25%0.40%Q2 2013Q3 201926
Geneva Partners, LLC 2510.74%1.09%1.70%Q2 2016Q3 202326
SRS Capital Advisors, Inc. 1070.02%0.12%0.27%Q4 2016Q3 202326
Independent Advisor Alliance 2010.00%0.37%1.90%Q1 2017Q3 202326
GREAT VALLEY ADVISOR GROUP, INC. 20200.00%0.53%1.03%Q4 2018Q3 202326
GenWealth Group, Inc. 26262.39%4.16%5.96%Q2 2017Q3 202326
Garner Asset Management Corp 26260.43%0.56%0.82%Q2 2017Q3 202326
LOGAN CAPITAL MANAGEMENT INC 2010.02%0.09%0.33%Q4 2014Q3 202326
Sage Capital Advisors,llc 26260.36%1.60%2.92%Q2 2017Q3 202326
National Pension Service 2240.00%2.82%3.83%Q3 2014Q1 202126
MPS Loria Financial Planners, LLC 26260.21%0.59%3.25%Q2 2017Q3 202326
Vivaldi Capital Management LP 2420.00%2.96%4.75%Q1 2017Q3 202326
Balentine LLC 15100.00%0.09%0.73%Q3 2015Q3 202326
Crossmark Global Holdings, Inc. 2510.02%0.04%0.14%Q3 2016Q3 202326
SOROS CAPITAL MANAGEMENT LLC 15150.00%7.78%56.26%Q1 2020Q3 202326
Axel Capital Management, LLC 2331.73%59.08%100.00%Q2 2014Q4 202226
Sunbelt Securities, Inc. 2510.10%0.78%1.17%Q4 2016Q3 202326
RATIONAL ADVISORS LLC 710.04%1.16%8.25%Q1 2009Q3 202326
B. Riley Wealth Management, Inc. 1690.02%1.37%3.49%Q1 2014Q2 202226
Integrated Advisors Network LLC 16160.00%1.29%3.13%Q4 2019Q3 202325
LODESTAR INVESTMENT COUNSEL LLC/IL 25250.07%0.24%0.49%Q2 2013Q2 201925
HARVEST CAPITAL MANAGEMENT INC 25250.23%0.26%0.39%Q2 2013Q2 201925
ASSET MANAGEMENT CORP /IL/ /ADV 13130.41%5.56%21.25%Q1 2020Q1 202325
MARIETTA INVESTMENT PARTNERS LLC 1310.05%0.09%0.15%Q2 2013Q1 202225
LANDAAS & CO /WI /ADV 25250.17%0.42%0.64%Q3 2017Q3 202325
LONDON CO OF VIRGINIA 910.00%0.03%0.24%Q2 2013Q3 202325
YACKTMAN ASSET MANAGEMENT LP 1310.00%0.02%0.14%Q4 2013Q3 202325
JET CAPITAL INVESTORS L P 712.36%11.61%24.17%Q4 2013Q4 202125
QVT Financial LP 1710.03%5.32%38.48%Q4 2013Q3 202325
ASHFORD CAPITAL MANAGEMENT INC 13120.05%0.93%2.83%Q2 2013Q3 202325
COBIZ WEALTH, LLC 25250.06%0.07%0.09%Q2 2013Q2 201925
Cornerstone Investment Partners, LLC 2110.01%0.08%0.32%Q4 2014Q4 202225
Sterling Capital Management LLC 25250.02%1.90%7.81%Q3 2013Q3 201925
Hugh Johnson Advisors LLC 25253.85%4.58%5.47%Q2 2013Q2 201925
CENTAURUS FINANCIAL, INC. 24240.12%1.11%1.83%Q4 2017Q3 202325
Hartford Financial Management Inc. 1620.01%0.05%0.14%Q4 2015Q3 202325
WILLIAMS JONES & ASSOCIATES LLC 25250.33%0.69%1.53%Q2 2013Q2 201925
Stevens First Principles Investment Advisors 25250.04%0.56%0.88%Q2 2013Q2 201925
Sonora Investment Management, LLC 25250.03%0.08%0.36%Q3 2015Q3 202125
1607 Capital Partners, LLC 25250.42%1.47%2.81%Q1 2017Q1 202325
Tanglewood Wealth Management, Inc. 13120.05%0.08%0.09%Q4 2015Q1 202225
Lenox Wealth Management, Inc. 15100.03%0.07%0.28%Q4 2013Q2 202025
Anson Funds Management LP 1010.76%17.18%59.04%Q3 2015Q3 202325
AFT, FORSYTH & COMPANY, INC. 2320.01%0.38%0.64%Q2 2013Q3 202325
Main Street Research LLC 2310.03%0.08%0.18%Q2 2016Q3 202325
Smart Portfolios, LLC 1690.20%2.17%11.05%Q2 2013Q1 202225
KLS Professional Advisors Group, LLC 25259.28%41.64%62.26%Q2 2013Q2 201925
McCutchen Group LLC 2230.14%0.30%1.11%Q2 2015Q3 202225
UNITED SERVICES AUTOMOBILE ASSOCIATION 25250.02%0.68%2.05%Q2 2013Q2 201925
W.G. Shaheen & Associates DBA Whitney & Co 2410.04%0.09%0.20%Q2 2015Q3 202325
Black Maple Capital Management LP 440.58%17.49%44.00%Q4 2015Q3 202325
Arosa Capital Management LP 510.01%2.73%14.89%Q4 2015Q3 202325
Torch Wealth Management LLC 25250.39%1.08%2.79%Q4 2013Q4 201925
FormulaFolio Investments, LLC 2110.03%0.22%3.43%Q1 2015Q2 202125
Newfound Research LLC 1690.00%6.23%33.00%Q4 2015Q3 202225
Giverny Capital 25250.11%0.15%0.20%Q3 2017Q3 202325
Paracle Advisors, LLC 1350.10%0.13%0.19%Q3 2014Q1 202125
Kalos Management, Inc. 2410.11%2.61%6.42%Q4 2015Q2 202325
Mosaic Family Wealth, LLC 25250.14%0.27%0.58%Q4 2015Q4 202125
Corient Capital Partners, LLC 25250.31%0.83%1.83%Q3 2016Q3 202225
Norway Savings Bank 25250.04%0.07%0.12%Q4 2016Q4 202225
YorkBridge Wealth Partners, LLC 25250.70%2.17%7.47%Q4 2016Q4 202225
Fieldpoint Private Securities, LLC 22220.28%1.53%5.97%Q1 2017Q2 202225
CFO4Life Group, LLC 1780.13%0.24%1.05%Q1 2017Q3 202325
TIAA, FSB 25250.53%0.81%1.34%Q2 2017Q2 202325
Csenge Advisory Group 25255.35%7.49%10.83%Q3 2017Q3 202325
Belpointe Asset Management LLC 25251.71%3.62%7.76%Q3 2017Q3 202325
Global Trust Asset Management, LLC 24240.00%6.12%7.91%Q4 2017Q3 202325
Strategic Family Wealth Counselors, L.L.C. 20200.05%1.29%3.39%Q4 2018Q3 202325
MGO ONE SEVEN LLC 2120.00%1.16%1.80%Q4 2017Q3 202325
Prime Capital Investment Advisors, LLC 1930.00%0.52%3.92%Q4 2017Q3 202325
Leonard Rickey Investment Advisors P.L.L.C. 19190.00%0.40%0.73%Q1 2019Q3 202325
Fairhaven Wealth Management, LLC 1720.02%0.65%1.06%Q4 2018Q3 202325
Artemis Wealth Advisors, LLC 25250.05%0.28%1.02%Q3 2017Q3 202325
EPIQ Capital Group, LLC 16160.18%2.12%6.86%Q4 2019Q3 202325
Soltis Investment Advisors LLC 16160.00%0.68%1.42%Q4 2019Q3 202325
MIZUHO MARKETS AMERICAS LLC 990.00%3.73%62.37%Q3 2021Q3 202325
ARMSTRONG HENRY H ASSOCIATES INC 25250.04%0.10%0.30%Q3 2017Q3 202325
MARINO, STRAM & ASSOCIATES LLC 24240.05%0.29%1.15%Q4 2017Q3 202324
MEITAV INVESTMENT HOUSE LTD 24240.17%2.50%5.67%Q4 2017Q3 202324
WoodTrust Financial Corp 24240.09%0.32%0.82%Q4 2017Q3 202324
Ellenbecker Investment Group 24240.28%1.10%2.00%Q4 2017Q3 202324
Alaska Wealth Advisors 242413.44%19.48%25.11%Q4 2017Q3 202324
ELEMENT POINTE ADVISORS, LLC 20205.74%11.89%16.66%Q4 2018Q3 202324
TOTAL INVESTMENT MANAGEMENT INC 21210.00%4.56%13.69%Q3 2018Q3 202324
CAPITAL WEALTH MANAGEMENT, LLC 24242.97%5.84%7.64%Q4 2017Q3 202324
C M BIDWELL & ASSOCIATES LTD 24240.14%0.29%0.42%Q4 2017Q3 202324
Lutz Financial Services LLC 24243.68%5.66%8.75%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.35%0.65%0.98%Q4 2017Q3 202324
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2010.00%0.06%0.55%Q4 2017Q3 202324
Smart Money Group LLC 24240.94%2.11%7.74%Q4 2017Q3 202324
Tower View Wealth Management LLC 24242.16%2.88%3.82%Q4 2017Q3 202324
Nicollet Investment Management, Inc. 24240.33%2.31%5.63%Q4 2017Q3 202324
JUNCTURE WEALTH STRATEGIES, LLC 2130.32%1.25%3.42%Q3 2015Q4 202324
Arlington Partners LLC 24240.27%0.67%1.20%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.42%0.65%0.92%Q4 2017Q3 202324
Cypress Wealth Services, LLC 24241.64%1.95%2.24%Q4 2017Q3 202324
Pegasus Asset Management, Inc. 24241.63%1.98%2.74%Q4 2017Q3 202324
Creegan & Nassoura Financial Group, LLC 1680.29%0.35%0.40%Q4 2014Q3 202324
Rice Partnership, LLC 24240.59%0.81%1.58%Q4 2017Q3 202324
Stordahl Capital Management, Inc. 24243.11%4.27%5.30%Q4 2017Q3 202324
LAKE STREET FINANCIAL LLC 19190.34%0.84%1.60%Q1 2019Q3 202324
Cornell Pochily Investment Advisors, Inc. 24241.77%3.99%4.68%Q4 2017Q3 202324
Wealth Alliance Advisory Group, LLC 24240.30%1.36%2.01%Q4 2017Q3 202324
Successful Portfolios LLC 24246.60%7.67%9.06%Q4 2017Q3 202324
USAdvisors Wealth Management, LLC 24240.30%0.99%1.49%Q4 2017Q3 202324
Private Wealth Group, LLC 24240.87%7.47%24.90%Q4 2017Q3 202324
Ballast, Inc. 24240.15%0.19%0.31%Q4 2017Q3 202324
Kavar Capital Partners, LLC 1610.11%0.15%0.22%Q4 2013Q3 202024
VISTA INVESTMENT MANAGEMENT 24240.40%0.52%0.72%Q4 2017Q3 202324
Port Capital LLC 24240.25%0.63%1.58%Q4 2017Q3 202324
Front Row Advisors LLC 24240.63%0.78%0.96%Q4 2017Q3 202324
Claret Asset Management Corp 24240.11%0.34%0.82%Q4 2017Q3 202324
Front Street Capital Management, Inc. 2040.08%0.17%0.24%Q2 2016Q3 202324
Cresset Asset Management, LLC 20200.65%5.22%43.58%Q4 2018Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24241.32%1.56%1.69%Q4 2017Q3 202324
NVWM, LLC 24240.51%2.26%4.38%Q4 2017Q3 202324
TRADITION CAPITAL MANAGEMENT LLC 24240.18%0.83%2.33%Q2 2013Q1 201924
Acorn Wealth Advisors, LLC 24240.71%0.93%1.11%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.24%0.98%2.20%Q4 2017Q3 202324
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 242412.86%31.03%51.29%Q4 2017Q3 202324
Arbor Investment Advisors, LLC 1410.06%0.09%0.14%Q2 2013Q3 202324
jvl associates llc 24240.25%0.32%0.43%Q4 2017Q3 202324
Midwest Professional Planners, LTD. 24240.88%7.17%20.12%Q4 2017Q3 202324
WealthTrust Fairport, LLC 24240.09%0.15%0.24%Q2 2013Q1 201924
LOOMIS SAYLES & CO L P 1910.00%0.06%0.76%Q2 2013Q1 202024
Intellectus Partners, LLC 970.10%0.60%1.59%Q4 2016Q3 202324
CHEMICAL BANK 24240.12%0.54%0.96%Q3 2013Q2 201924
PFG Advisors 24240.96%1.86%2.68%Q4 2017Q3 202324
AT Bancorp 24240.03%0.14%0.39%Q2 2013Q1 201924
JS Capital Management LLC 1220.05%26.47%72.66%Q4 2013Q3 202024
Allen Investment Management, LLC 24240.17%0.48%0.96%Q4 2017Q3 202324
BADGLEY PHELPS & BELL INC 2220.02%0.11%0.23%Q3 2014Q2 202124
Parisi Gray Wealth Management 24240.54%1.10%3.58%Q4 2017Q3 202324
Centerpoint Advisors, LLC 24240.01%0.03%0.06%Q4 2017Q3 202324
SimpliFi, Inc. 24242.23%5.84%9.16%Q4 2017Q3 202324
Aries Wealth Management 24241.67%2.18%2.47%Q4 2017Q3 202324
SOMERVILLE KURT F 1680.03%0.30%0.86%Q4 2014Q4 202224
SYM FINANCIAL Corp 24240.09%0.30%0.49%Q4 2017Q3 202324
Full Sail Capital, LLC 20200.00%1.13%5.11%Q4 2018Q3 202324
Windsor Wealth Management, Inc. 24240.13%1.00%1.71%Q4 2017Q3 202324
Bigelow Investment Advisors, LLC 24245.96%6.83%10.02%Q4 2017Q3 202324
StoneX Group Inc. 2010.23%0.79%1.18%Q2 2017Q3 202324
Seelaus Asset Management LLC 24243.02%4.27%5.83%Q4 2017Q3 202324
LexAurum Advisors, LLC 24240.29%0.43%0.69%Q4 2017Q3 202324
Fulcrum Capital LLC 24240.10%0.28%0.80%Q4 2017Q3 202324
Eldridge Investment Advisors, Inc. 24240.63%1.02%1.50%Q4 2017Q3 202324
Manning & Napier Group, LLC 24240.06%0.11%0.16%Q4 2017Q3 202324
Jordan Park Group LLC 1760.02%7.15%13.79%Q4 2017Q3 202324
Nikulski Financial, Inc. 24241.58%2.93%4.28%Q4 2017Q3 202324
Claybrook Capital, LLC 24240.19%6.52%9.37%Q4 2017Q3 202324
Mascoma Wealth Management LLC 12120.06%0.25%0.35%Q4 2016Q3 202324
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 24240.04%0.05%0.06%Q4 2017Q3 202324
Rossmore Private Capital 24240.32%0.61%1.80%Q4 2017Q3 202324
Winthrop Advisory Group LLC 24242.13%3.91%6.62%Q4 2017Q3 202324
HL FINANCIAL SERVICES LLC 24240.08%0.22%0.37%Q2 2013Q1 201924
Clearstead Trust, LLC 1130.00%0.01%0.04%Q2 2017Q3 202324
TLWM 242415.50%19.21%22.60%Q4 2017Q3 202324
CNB Bank 24240.24%0.49%0.70%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24240.42%0.56%0.66%Q4 2017Q3 202324
Maple Capital Management, Inc. 24240.05%0.08%0.17%Q4 2017Q3 202324
Advocacy Wealth Management Services, LLC 1220.01%1.04%10.50%Q2 2013Q3 202324
Korea Investment CORP 24240.40%2.97%5.35%Q2 2014Q1 202024
Greywolf Capital Management LP 2216.07%52.18%86.88%Q2 2013Q3 201924
LAKE STREET ADVISORS GROUP, LLC 24245.37%7.11%11.24%Q4 2017Q3 202324
Prism Advisors, Inc. 24243.17%5.50%14.56%Q4 2017Q3 202324
UNITED BANK 24240.44%0.60%1.20%Q4 2017Q3 202324
Steinberg Global Asset Management 24240.05%0.22%0.42%Q2 2013Q1 201924
Crewe Advisors LLC 24244.50%8.91%13.66%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.49%0.74%1.08%Q4 2017Q3 202324
Kohlberg Kravis Roberts & Co. L.P. 1920.00%0.26%1.96%Q2 2013Q3 201824
Independence Bank of Kentucky 24240.08%4.12%6.32%Q4 2017Q3 202324
Cadence Bank 24240.04%0.39%1.68%Q4 2017Q3 202324
DeDora Capital, Inc. 24240.14%0.18%0.24%Q4 2017Q3 202324
Deer Park Road Corp 24243.63%29.70%75.16%Q4 2017Q3 202324
Murphy, Middleton, Hinkle & Parker, Inc. 24241.60%2.02%2.62%Q4 2017Q3 202324
Palisade Asset Management, LLC 24242.15%2.49%2.74%Q4 2017Q3 202324
Verdence Capital Advisors LLC 24240.80%2.16%4.13%Q4 2017Q3 202324
Cliffwater LLC 24241.04%2.26%6.07%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.45%1.29%1.82%Q4 2017Q3 202324
Hochman Cole Investment Advisors, Inc. 24241.68%2.45%3.61%Q4 2015Q3 202124
Cardan Capital Partners, LLC 24240.25%0.58%0.98%Q4 2015Q3 202124
HoyleCohen, LLC 24240.32%0.45%0.52%Q4 2017Q3 202324
Financial Partners Group, Inc 24240.87%1.48%2.80%Q4 2017Q3 202324
COOPER/HAIMS ADVISORS, LLC 24240.69%1.14%1.61%Q4 2017Q3 202324
CALTON & ASSOCIATES, INC. 24241.25%2.66%4.99%Q4 2017Q3 202324
Advanced Asset Management Advisors Inc 24240.19%0.49%0.63%Q4 2017Q3 202324
Madden Advisory Services, Inc. 1520.01%1.89%3.84%Q2 2013Q3 202324
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.08%0.42%0.80%Q2 2013Q1 201924
Lourd Capital, LLC 2040.07%0.25%0.97%Q2 2013Q2 201924
RGT Wealth Advisors, LLC 24240.07%0.92%6.02%Q4 2016Q3 202224
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD 242416.81%43.86%83.18%Q1 2013Q4 201824
Exeter Financial, LLC 24240.25%0.31%0.41%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.02%0.10%0.25%Q4 2017Q3 202324
EQUITEC SPECIALISTS, LLC 610.00%1.37%10.32%Q4 2014Q1 202124
All Terrain Financial Advisors, LLC 24248.41%14.09%23.13%Q4 2017Q3 202324
Seneca House Advisors 24240.29%0.48%0.82%Q4 2017Q3 202324
Northwest Capital Management Inc 24240.48%0.83%1.51%Q4 2017Q3 202324
Summit Trail Advisors, LLC 24241.12%4.11%11.42%Q4 2017Q3 202324
Bank OZK 24240.12%0.98%1.46%Q4 2017Q3 202324
G&S Capital LLC 24240.22%5.10%12.38%Q4 2017Q3 202324
Biltmore Family Office, LLC 24240.47%0.78%1.51%Q4 2017Q3 202324
BAR HARBOR TRUST SERVICES 24240.00%0.77%1.75%Q3 2016Q2 202224
RETIREMENT INCOME SOLUTIONS, INC 24249.70%20.07%34.35%Q4 2017Q3 202324
KEMPER Corp 24242.08%4.37%7.37%Q1 2016Q4 202124
Wells Trecaso Financial Group, LLC 24240.27%0.50%0.65%Q4 2017Q3 202324
NOTTINGHAM ADVISORS, INC. 1930.00%0.15%0.30%Q4 2016Q3 202324
CAPITAL COUNSEL LLC/NY 24240.04%0.05%0.05%Q4 2017Q3 202324
Frontier Wealth Management LLC 2040.03%0.17%0.32%Q4 2014Q2 202224
OAK FAMILY ADVISORS, LLC 12120.00%8.44%36.43%Q4 2020Q3 202324
Braun-Bostich & Associates Inc. 24240.02%1.92%5.58%Q4 2017Q3 202324
KCS Wealth Advisory 24240.14%0.25%0.38%Q4 2017Q3 202324
Beacon Pointe Advisors, LLC 20200.00%1.09%3.11%Q4 2018Q3 202324
Compass Financial Group, Inc. 24240.29%2.59%3.55%Q4 2017Q3 202324
Consolidated Investment Group LLC 2032.80%6.70%9.51%Q3 2015Q3 202323
Baugh & Associates, LLC 1490.15%0.21%0.36%Q4 2017Q3 202323
Doyle Wealth Management 23230.32%0.42%0.50%Q1 2017Q3 202223
WINTRUST INVESTMENTS LLC 1820.84%1.65%4.53%Q2 2016Q3 202323
Select Asset Management & Trust 12116.17%20.89%54.73%Q4 2013Q3 202323
Signature Financial Management, Inc. 23233.00%9.83%23.75%Q2 2013Q4 201823
Willow Creek Wealth Management Inc. 23230.07%0.12%0.16%Q1 2018Q3 202323
Keystone Financial Group 2120.88%8.47%11.77%Q4 2017Q3 202323
Oliver Luxxe Assets LLC 23230.15%1.17%1.70%Q1 2018Q3 202323
Strategic Financial Services, Inc, 1830.00%0.06%0.11%Q3 2015Q3 202323
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 23230.04%0.05%0.06%Q1 2018Q3 202323
Capital Advisory Group Advisory Services, LLC 23233.44%8.12%21.75%Q1 2018Q3 202323
Castle Hook Partners LP 811.35%33.00%62.04%Q4 2016Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.04%0.97%1.57%Q1 2018Q3 202323
Quadrant Private Wealth Management, LLC 1940.33%1.19%1.95%Q4 2017Q3 202323
MAPLE SECURITIES USA INC 11110.02%29.52%98.51%Q2 2013Q4 201523
CHILTON INVESTMENT CO INC. 1010.01%0.05%0.16%Q4 2013Q3 202323
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 23232.05%2.29%2.58%Q2 2013Q4 201823
Chicago Capital, LLC 23230.06%0.10%0.18%Q1 2018Q3 202323
Strategic Advisors LLC 2210.12%1.65%3.19%Q4 2014Q3 202323
LOEB PARTNERS CORP 23230.47%1.04%1.91%Q2 2013Q4 201823
Alpha DNA Investment Management LLC 12120.02%3.69%20.36%Q4 2020Q3 202323
Measured Wealth Private Client Group, LLC 2210.65%2.57%7.60%Q3 2017Q3 202323
Nelson Capital Management, LLC 23230.39%0.64%1.42%Q1 2018Q3 202323
Patriot Wealth Management, Inc. 232310.49%11.76%12.63%Q2 2013Q4 201823
Qube Research & Technologies Ltd 910.02%3.50%24.26%Q1 2018Q3 202323
Chesapeake Wealth Management 23230.72%1.14%1.43%Q1 2018Q3 202323
BANK PICTET & CIE (ASIA) LTD 620.13%0.95%6.08%Q4 2013Q3 202023
PBMares Wealth Management LLC 16160.01%0.52%2.87%Q4 2019Q3 202323
Merit Financial Group, LLC 17170.05%0.59%1.49%Q3 2019Q3 202323
AlphaStar Capital Management, LLC 23230.06%0.30%1.93%Q1 2018Q3 202323
AIMZ Investment Advisors, LLC 1940.14%0.16%0.17%Q4 2017Q3 202323
RiverGlades Family Offices LLC 1940.22%0.83%1.10%Q4 2017Q3 202323
Daiwa SB Investments Ltd. 23230.02%6.32%33.62%Q3 2013Q1 201923
CITIZENS & NORTHERN CORP 23230.30%0.52%0.68%Q1 2018Q3 202323
Cascade Investment Advisors, Inc. 23230.12%0.15%0.24%Q1 2018Q3 202323
CARLSON CAPITAL L P 810.01%0.19%0.52%Q2 2013Q2 201923
CEDAR HILL ASSOCIATES, LLC 23230.67%0.89%1.27%Q2 2013Q4 201823
Investure, LLC 2033.23%13.68%33.41%Q2 2013Q1 201923
Clarus Wealth Advisors 23230.23%3.41%7.62%Q4 2017Q2 202323
Sompo Asset Management Co., Ltd. 1940.07%0.70%3.33%Q4 2017Q3 202323
GABLES CAPITAL MANAGEMENT INC. 23230.15%0.25%0.46%Q1 2018Q3 202323
IVORY INVESTMENT MANAGEMENT, LLC 1220.03%7.38%38.87%Q2 2013Q2 201823
GOODWIN DANIEL L 2210.12%1.85%5.20%Q3 2015Q3 202323
Ironwood Wealth Management, LLC. 2210.56%0.81%1.16%Q3 2017Q3 202323
Leucadia National 510.03%3.57%11.23%Q1 2016Q3 202323
Graticule Asia Macro Advisors LLC 310.03%7.11%71.57%Q2 2015Q1 202223
EMORY UNIVERSITY 12110.00%7.72%71.39%Q2 2011Q3 202023
Whitegate Investment Counselors, Inc. 2210.08%0.11%0.14%Q1 2014Q3 202123
CORNERSTONE ADVISORS INC 1910.00%1.12%2.26%Q3 2013Q4 202123
WHITE MOUNTAINS ADVISORS LLC 2216.93%67.21%86.48%Q4 2014Q3 202023
BRIDGES INVESTMENT MANAGEMENT INC 23230.01%0.02%0.03%Q1 2018Q3 202323
PDS Planning, Inc 23230.15%0.38%0.75%Q1 2018Q3 202323
Silvant Capital Management LLC 23230.16%0.38%0.59%Q1 2018Q3 202323
LCNB CORP 2120.56%1.91%2.24%Q4 2017Q3 202323
TOWNSQUARE CAPITAL LLC 20200.00%0.44%0.99%Q4 2018Q3 202323
Performa Ltd (US), LLC 232340.81%75.84%96.08%Q1 2018Q3 202323
WealthTrust-Arizona, LLC 23230.58%1.54%3.56%Q2 2013Q4 201823
Rockefeller Capital Management L.P. 23231.72%2.09%3.50%Q1 2018Q3 202323
Sanchez Wealth Management Group 2030.20%3.19%5.86%Q4 2017Q3 202323
AVIANCE CAPITAL MANAGEMENT, LLC 1580.05%1.58%3.67%Q2 2013Q1 201923
Schneider Downs Wealth Management Advisors, LP 23230.18%0.75%1.81%Q1 2018Q3 202323
HARBOR INVESTMENT ADVISORY, LLC 16160.06%0.38%0.65%Q4 2019Q3 202323
Sharkey, Howes & Javer 2210.04%0.44%0.80%Q1 2015Q3 202323
Southeast Asset Advisors Inc. 23230.10%0.19%0.33%Q1 2018Q3 202323
BREMER TRUST NATIONAL ASSOCIATION 23230.38%4.73%9.35%Q2 2013Q4 201823
AVALON CAPITAL MANAGEMENT 1120.20%2.67%6.15%Q2 2013Q3 202323
West Branch Capital LLC 23234.47%5.87%8.91%Q1 2018Q3 202323
Cornerstone Advisors, Inc. 23230.04%2.03%6.76%Q4 2013Q2 201923
Holistic Financial Partners 2120.27%0.49%2.87%Q4 2017Q3 202323
Hitchwood Capital Management LP 512.50%17.83%58.97%Q4 2014Q4 202222
Strategic Wealth Partners, Ltd. 22220.02%1.77%4.54%Q4 2017Q1 202322
Charles Schwab Investment Advisory, Inc. 1010.00%0.25%1.19%Q3 2016Q3 202322
Intrua Financial, LLC 12120.01%1.01%4.15%Q2 2020Q1 202322
Thiel Macro LLC 710.32%23.14%65.40%Q4 2014Q3 201922
Shamrock Asset Management LLC 22220.02%0.58%2.81%Q2 2013Q3 201822
Veracity Capital LLC 16160.02%1.71%2.88%Q4 2019Q3 202322
Castle Rock Wealth Management, LLC 1840.38%1.30%2.19%Q4 2017Q3 202322
Pathway Financial Advisors LLC 1482.64%4.09%6.39%Q4 2017Q3 202322
Investment Counsel Inc. 22220.81%1.21%1.63%Q4 2015Q1 202122
TrinityPoint Wealth, LLC 20200.00%0.45%1.15%Q4 2018Q3 202322
SECURITY NATIONAL BANK OF SO DAK 910.15%0.66%2.62%Q2 2013Q4 202222
Abbot Financial Management, Inc. 1930.17%0.23%0.30%Q1 2018Q3 202322
Vontobel Swiss Wealth Advisors AG 1930.14%0.57%4.16%Q4 2014Q2 202122
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.70%0.98%1.35%Q2 2018Q3 202322
Brand Asset Management Group, Inc. 22220.64%0.79%1.00%Q2 2018Q3 202322
Vishria Bird Financial Group, LLC 22222.71%5.05%10.00%Q2 2018Q3 202322
FULTON BREAKEFIELD BROENNIMAN LLC 22221.16%1.44%1.71%Q2 2018Q3 202322
Western Wealth Management, LLC 1180.00%1.45%2.48%Q4 2018Q3 202322
BUCKHEAD CAPITAL MANAGEMENT LLC 1840.12%0.21%0.67%Q1 2018Q3 202322
Turim 21 Investimentos Ltda. 1110.07%10.80%45.73%Q3 2017Q3 202322
Ninepoint Partners LP 22220.13%11.58%39.89%Q2 2018Q3 202322
Cornerstone Wealth Group, LLC 19190.00%2.69%6.42%Q1 2019Q3 202322
DOW CHEMICAL CO /DE/ 19112.75%26.74%41.28%Q2 2013Q3 202322
CAHABA WEALTH MANAGEMENT, INC. 2110.09%0.27%0.84%Q4 2017Q3 202322
Live Your Vision, LLC 22220.17%0.22%0.32%Q4 2013Q1 201922
OLD MISSION CAPITAL LLC 510.00%3.40%19.54%Q4 2014Q2 202322
WealthShield Partners, LLC 2020.16%0.34%0.58%Q4 2017Q3 202322
Ford Financial Group, LLC 22220.15%1.18%11.87%Q4 2017Q1 202322
WFG Advisors, LP 17170.00%0.34%0.83%Q2 2013Q2 201722
New Capital Management LP 1840.03%0.09%0.14%Q4 2016Q1 202322
Winning Points Advisors, LLC 17170.00%0.22%0.42%Q4 2017Q4 202122
Abacus Planning Group, Inc. 22220.66%0.82%0.96%Q2 2018Q3 202322
RIVERNORTH CAPITAL MANAGEMENT, LLC 1480.13%1.60%4.45%Q2 2013Q4 201922
Lumbard & Kellner, LLC 1410.10%0.38%0.94%Q2 2015Q3 202322
WHITEBOX ADVISORS LLC 1120.08%4.41%20.10%Q2 2013Q3 202322
Stanley-Laman Group, Ltd. 2110.05%0.42%1.75%Q4 2013Q4 201922
LINDEN ADVISORS LP 910.13%3.94%16.50%Q2 2013Q2 201822
Rezny Wealth Management, Inc. 2020.03%0.16%0.75%Q2 2015Q3 202322
PFS INVESTMENTS INC. 22220.02%0.07%0.11%Q1 2018Q2 202322
First Capital Advisors Group, LLC. 950.00%0.73%8.06%Q4 2016Q2 202322
Austin Private Wealth, LLC 16160.00%0.20%0.91%Q4 2019Q3 202322
Friedenthal Financial 1320.14%0.92%2.90%Q3 2015Q3 202322
JGP Global Gestao de Recursos Ltda. 610.00%34.75%94.73%Q4 2014Q3 202222
CAPITAL ONE, NATIONAL ASSOCIATION 2110.92%1.53%5.51%Q2 2013Q4 201922
FrontFour Capital Group LLC 1120.64%27.80%42.30%Q2 2013Q3 201822
PRIVATE ASSET MANAGEMENT INC 22220.62%0.76%1.07%Q2 2018Q3 202322
Certified Advisory Corp 11110.22%0.42%0.73%Q4 2017Q3 202322
MYDA Advisors LLC 510.17%5.17%14.56%Q4 2017Q3 202322
FC Advisory LLC 1510.12%0.14%0.18%Q4 2017Q4 202322
Meiji Yasuda Asset Management Co Ltd. 2110.03%0.14%0.29%Q2 2013Q2 201922
Robinson Value Management, Ltd. 1210.18%0.92%2.30%Q4 2016Q3 202322
IMS Capital Management 1410.17%0.41%0.71%Q4 2014Q3 202322
INDUS CAPITAL PARTNERS, LLC 1410.97%8.57%22.35%Q4 2013Q1 202022
Financial Services Advisory Inc 1441.18%8.93%19.62%Q4 2017Q3 202322
NEVILLE RODIE & SHAW INC 22220.86%1.22%1.61%Q2 2013Q3 201822
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 21210.10%0.59%1.12%Q3 2018Q3 202322
GERMAN AMERICAN BANCORP, INC. 22225.97%7.76%11.48%Q2 2018Q3 202322
MANCHESTER FINANCIAL INC 20200.13%0.78%2.43%Q4 2018Q3 202322
Clear Perspective Advisors, LLC 21210.13%0.59%0.92%Q4 2016Q4 202121
McGuire Investment Group, LLC 21210.18%0.24%0.32%Q3 2018Q3 202321
Mendel Money Management 710.10%0.27%0.61%Q3 2014Q3 202321
Hall Kathryn A. 1924.45%7.50%10.30%Q2 2014Q3 202321
Nokota Management, LP 13133.22%20.54%57.82%Q4 2016Q4 201921
Pinnacle Family Advisors, LLC 1530.71%3.85%8.31%Q2 2017Q3 202321
FULTON BANK, N.A. 21210.02%0.04%0.05%Q4 2018Q4 202321
AMERICAN CAPITAL MANAGEMENT INC 1740.01%0.04%0.10%Q4 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.34%0.52%0.90%Q3 2018Q3 202321
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1810.02%0.11%0.22%Q4 2015Q3 202321
OUTFITTER ADVISORS, LTD. 21210.20%0.30%0.38%Q2 2013Q2 201821
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1110.01%0.28%1.11%Q3 2013Q1 202321
Wall Capital Group, Inc. 21210.27%0.37%0.44%Q1 2017Q1 202221
CreativeOne Wealth, LLC 20200.00%2.02%6.04%Q4 2018Q3 202321
Members Trust Co 14210.84%12.01%13.33%Q2 2016Q3 202321
OAKTREE CAPITAL MANAGEMENT LP 920.16%2.69%14.09%Q4 2016Q3 202321
Asset Advisors Investment Management, LLC 21210.45%0.49%0.54%Q3 2018Q3 202321
Gradient Capital Advisors, LLC 17170.06%0.32%0.88%Q3 2019Q3 202321
X-Square Capital, LLC 1470.13%0.35%0.59%Q2 2018Q3 202321
Lorber David A 1120.31%25.46%44.17%Q2 2013Q3 201821
Lehman Financial Resources, Inc. 11100.04%0.15%0.29%Q1 2013Q3 201821
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 21210.08%0.15%0.80%Q4 2015Q4 202021
SVB WEALTH LLC 1810.04%2.91%4.60%Q4 2014Q3 202321
Legacy Financial Strategies, LLC 21210.83%1.10%1.50%Q3 2018Q3 202321
ASSET ADVISORS CORP 21210.36%0.40%0.44%Q2 2013Q2 201821
ROFFMAN MILLER ASSOCIATES INC /PA/ 21210.11%0.14%0.23%Q3 2018Q3 202321
C-J Advisory, Inc. 21211.22%1.93%2.46%Q3 2016Q3 202121
Brickley Wealth Management 21210.56%2.39%4.63%Q3 2018Q3 202321
Cheviot Value Management, LLC 1010.06%0.19%0.33%Q1 2016Q3 202321
Blume Capital Management, Inc. 1510.02%0.11%0.42%Q4 2013Q3 202321
Foundations Investment Advisors, LLC 21210.96%1.99%4.12%Q3 2018Q3 202321
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.00%1.99%4.17%Q4 2018Q3 202121
Lattice Strategies LLC 21210.39%2.48%5.41%Q2 2013Q2 201821
TRUE Private Wealth Advisors 1330.03%0.39%1.10%Q4 2017Q3 202321
Summit Asset Management, LLC 21210.11%0.28%0.46%Q3 2018Q3 202321
LFA - Lugano Financial Advisors SA 1655.93%11.64%19.07%Q2 2018Q3 202321
MEEDER ASSET MANAGEMENT INC 1610.00%0.07%0.40%Q4 2013Q3 202321
RELIANCE TRUST CO OF DELAWARE 1470.04%0.28%1.24%Q2 2013Q1 201921
Rain Capital Management, LLC 1740.12%0.78%6.44%Q4 2015Q3 202321
CRA Financial Services, LLC 20200.06%1.33%1.80%Q4 2018Q3 202321
JGP Wealth Management, LLC 1740.04%1.31%4.42%Q2 2018Q3 202321
VECTOR WEALTH MANAGEMENT, LLC 21210.64%9.38%14.30%Q4 2011Q4 201621
LINCOLN CAPITAL CORP 2010.24%1.62%5.62%Q1 2017Q3 202321
Cox Capital Mgt LLC 21210.23%2.17%8.80%Q3 2018Q3 202321
RPG Investment Advisory, LLC 1740.01%0.02%0.06%Q3 2017Q3 202321
BECKER CAPITAL MANAGEMENT INC 930.01%0.28%1.72%Q2 2013Q3 202321
Boothe Investment Group, Inc. 1472.40%5.86%22.09%Q2 2018Q3 202321
Oribel Capital Management, LP 1120.00%8.77%25.14%Q4 2016Q3 202321
Vectors Research Management, LLC 21210.22%0.96%2.06%Q3 2018Q3 202321
Locust Wood Capital Advisers 1420.02%5.60%17.88%Q2 2018Q3 202321
Pinnacle Bancorp, Inc. 2011.54%1.97%2.54%Q1 2017Q3 202321
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 12120.48%15.51%56.42%Q4 2020Q3 202321
ISTHMUS PARTNERS, LLC 1510.02%0.19%0.95%Q4 2014Q3 202321
Sepio Capital, LP 19190.48%1.87%7.28%Q1 2019Q3 202321
Starfire Investment Advisers, Inc. 11100.20%0.30%0.48%Q1 2015Q2 202021
DONALDSON CAPITAL MANAGEMENT, LLC 17170.00%0.15%0.22%Q3 2019Q3 202321
Mosaic Financial Partners, Inc. 21210.70%0.84%1.09%Q2 2013Q2 201821
Governors Lane LP 1010.24%5.04%16.79%Q4 2015Q3 202321
FINANCIAL LIFE ADVISORS 1310.11%0.16%0.22%Q4 2017Q3 202321
TIAA CREF INVESTMENT MANAGEMENT LLC 21210.00%0.06%0.22%Q2 2013Q2 201821
WHITENER CAPITAL MANAGEMENT, INC. 2010.08%0.21%0.64%Q4 2017Q2 202321
Mraz, Amerine & Associates, Inc. 21210.08%0.11%0.13%Q4 2014Q4 201921
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 2010.02%0.31%2.92%Q2 2013Q4 201821
Canton Hathaway, LLC 21210.01%0.14%0.33%Q3 2018Q3 202321
Claro Advisors LLC 20200.00%5.18%7.03%Q4 2018Q3 202321
U S GLOBAL INVESTORS INC 810.00%1.03%20.45%Q1 2016Q4 202121
Altavista Wealth Management, Inc. 2010.13%0.20%0.26%Q4 2015Q4 202121
Strategic Value Partners, LLC 1011.60%27.95%73.89%Q4 2017Q2 202321
Astor Investment Management LLC 1510.00%0.72%2.47%Q2 2015Q3 202321
Portfolio Solutions, LLC 1650.01%0.09%0.13%Q1 2017Q3 202221
Claraphi Advisory Network, LLC 21210.25%0.57%1.67%Q4 2017Q4 202221
Permanens Capital L.P. 1740.03%1.10%5.90%Q4 2013Q3 202321
CISCO SYSTEMS, INC. 21210.00%34.23%74.90%Q2 2013Q2 201821
Elmwood Wealth Management, Inc. 1120.15%0.22%0.29%Q1 2018Q3 202321
Red Cedar Capital, LLC 21210.01%0.39%0.94%Q4 2017Q4 202221
SL ADVISORS, LLC 1510.97%5.27%9.42%Q2 2016Q3 202321
METLIFE INC 212110.78%26.64%38.52%Q3 2018Q3 202321
Resource Planning Group 21210.32%0.57%1.13%Q3 2018Q3 202321
PARTNERS CAPITAL INVESTMENT GROUP, LLP 21210.14%0.56%2.85%Q3 2018Q3 202321
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 21214.26%5.66%6.88%Q4 2017Q4 202221
Autonomy Capital (Jersey) L.P. 710.47%37.38%98.42%Q1 2017Q3 202220
Pasadena Private Wealth, LLC 20200.34%0.69%1.31%Q4 2018Q3 202320
PRW Wealth Management LLC 20200.24%0.50%1.88%Q4 2018Q3 202320
NORTHEAST INVESTMENT MANAGEMENT 20200.04%0.07%0.14%Q4 2018Q3 202320
DARRELL & KING LLC 1640.06%0.16%0.27%Q4 2015Q4 202020
Old North State Trust, LLC 1282.06%3.31%4.48%Q3 2018Q3 202320
BREWIN DOLPHIN LTD 20200.04%0.09%0.24%Q3 2017Q2 202220
Global Strategic Investment Solutions, LLC 20200.27%0.72%0.98%Q4 2018Q3 202320
Graves Light Lenhart Wealth, Inc. 20200.58%0.73%0.87%Q4 2018Q3 202320
Alera Investment Advisors, LLC 20200.89%1.28%2.20%Q4 2018Q3 202320
GSB Wealth Management, LLC 1910.82%1.81%3.90%Q3 2018Q3 202320
Black Diamond Financial, LLC 20200.23%0.52%0.77%Q4 2018Q3 202320
Benchmark Financial Wealth Advisors, LLC 20200.55%2.58%10.59%Q4 2018Q3 202320
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 20204.20%8.36%11.73%Q3 2017Q2 202220
Dougherty Wealth Advisers LLC 20200.21%1.70%6.04%Q4 2018Q3 202320
Wambolt & Associates, LLC 20200.50%0.73%1.11%Q4 2018Q3 202320
MorganRosel Wealth Management, LLC 20203.10%8.09%10.85%Q4 2018Q3 202320
Next Capital Management LLC 20200.22%0.39%0.68%Q4 2018Q3 202320
&PARTNERS 20200.50%0.59%0.77%Q4 2018Q3 202320
Essex Savings Bank 20200.53%0.76%0.94%Q4 2018Q3 202320
SSI INVESTMENT MANAGEMENT LLC 19190.10%2.59%6.95%Q2 2013Q4 201720
Truvestments Capital LLC 1910.09%0.54%1.29%Q3 2018Q3 202320
Insight Wealth Strategies, LLC 20200.09%0.20%0.31%Q4 2018Q3 202320
Zions Bancorporation, N.A. 20200.02%0.28%0.87%Q4 2018Q3 202320
Old Port Advisors 1810.17%0.37%0.53%Q2 2018Q3 202320
Principle Wealth Partners LLC 20200.19%0.62%0.82%Q4 2018Q3 202320
Columbus Macro, LLC 20200.06%0.12%0.19%Q4 2018Q3 202320
WESPAC Advisors, LLC 510.13%0.79%7.26%Q4 2014Q3 202320
PagnatoKarp Partners LLC 14140.00%7.64%15.93%Q4 2016Q1 202020
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.42%0.77%2.34%Q1 2013Q4 201720
DFPG INVESTMENTS, LLC 20200.46%1.22%2.80%Q4 2018Q3 202320
MONARCH CAPITAL MANAGEMENT INC/ 1910.07%0.12%0.17%Q3 2018Q3 202320
Vantage Investment Partners, LLC 10100.01%1.91%17.73%Q4 2017Q3 202320
MINOT CAPITAL, LP 202013.12%26.00%49.98%Q4 2018Q3 202320
Thomas J. Herzfeld Advisors, Inc. 20200.02%0.04%0.07%Q4 2018Q3 202320
Pettinga Financial Advisors, LLC 20201.71%4.55%7.95%Q4 2018Q3 202320
Simply Money Advisors 20204.77%10.36%16.95%Q2 2013Q1 201820
One Day In July LLC 20200.27%0.41%0.76%Q4 2018Q3 202320
RAND WEALTH, LLC 20200.04%0.13%0.27%Q4 2013Q3 201820
Windhaven Investment Management, Inc. 20203.03%4.48%7.45%Q2 2013Q1 201820
Advisor Resource Council 10100.04%8.89%21.48%Q2 2021Q3 202320
Executive Wealth Management, LLC 20200.11%0.54%2.45%Q4 2018Q3 202320
Trilogy Capital Inc. 1610.00%0.25%1.68%Q2 2018Q3 202320
EMERGING SOVEREIGN GROUP LLC 11110.48%3.68%19.02%Q2 2013Q4 201520
Auxano Advisors, LLC 15150.00%2.15%3.74%Q1 2020Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.25%1.18%3.70%Q4 2014Q3 201920
FIRST NATIONAL CORP /MA/ /ADV 20200.00%3.51%5.64%Q4 2018Q3 202320
Manifold Partners, LLC 1320.00%4.99%25.01%Q2 2013Q2 201920
ELCO Management Co., LLC 1910.12%2.18%3.75%Q3 2018Q3 202320
BAHL & GAYNOR INC 20200.02%0.03%0.08%Q2 2013Q1 201820
Solstein Capital, LLC 1120.02%1.12%4.47%Q2 2018Q3 202320
CAXTON CORP 720.82%14.25%68.07%Q4 2015Q1 202320
TFG Advisers LLC 20200.27%0.29%0.31%Q4 2018Q3 202320
Somerset Group LLC 20200.56%0.82%1.11%Q4 2018Q3 202320
Princeton Portfolio Strategies Group LLC 1910.10%0.44%1.07%Q2 2015Q2 202120
Archer Investment Corp 20200.11%0.79%2.07%Q4 2018Q3 202320
Legacy Bridge, LLC 20200.16%0.20%0.24%Q4 2018Q3 202320
Game Creek Capital, LP 1370.75%7.57%16.00%Q3 2018Q3 202320
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1510.00%0.13%0.22%Q4 2015Q3 202320
Resurgent Financial Advisors LLC 880.00%1.10%3.84%Q4 2021Q3 202320
Pure Financial Advisors, LLC 1410.05%4.70%10.30%Q2 2015Q4 202320
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 1310.31%12.69%36.44%Q2 2013Q3 201720
TPG Financial Advisors, LLC 20200.22%0.34%0.54%Q4 2018Q3 202320
P.R. Herzig & Co. Inc. 20200.32%0.62%0.89%Q3 2013Q2 201820
Orca Investment Management, LLC 1281.17%2.99%4.64%Q4 2017Q3 202320
Magnetar Financial LLC 510.01%1.85%8.80%Q2 2013Q1 202120
SII INVESTMENTS INC/WI 1710.00%0.52%0.90%Q2 2013Q4 201720
Copperwynd Financial, LLC 1410.00%4.49%10.49%Q4 2017Q3 202320
Stratos Wealth Advisors, LLC 20200.62%1.32%3.71%Q4 2018Q3 202320
UNIVEST FINANCIAL Corp 1550.16%0.24%0.33%Q3 2018Q3 202320
JSF Financial, LLC 20200.56%0.97%1.47%Q4 2018Q3 202320
Stellar Capital Management, LLC 720.30%3.21%4.95%Q4 2013Q2 202020
Harvest Investment Services, LLC 20201.69%3.08%4.76%Q4 2018Q3 202320
Sound Point Capital Management, LP 818.91%20.60%71.61%Q4 2015Q3 202120
D.B. Root & Company, LLC 19190.06%0.25%0.54%Q4 2017Q2 202220
Riverview Trust Co 20200.02%0.03%0.04%Q4 2018Q3 202320
Surevest, LLC 16160.01%0.99%1.67%Q4 2018Q3 202220
Crosspoint Capital Strategies, LLC 1510.00%0.47%2.72%Q4 2013Q1 202220
AVANTAX ADVISORY SERVICES, INC. 20200.37%0.79%1.20%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20201.06%1.63%2.12%Q4 2013Q3 201820
BOENNING & SCATTERGOOD, INC. 19190.00%0.18%0.40%Q2 2018Q4 202220
Tidal Investments LLC 20200.05%0.53%2.42%Q4 2018Q3 202320
DROMS STRAUSS ADVISORS INC /MO/ /ADV 20200.66%0.73%0.90%Q4 2018Q3 202320
F3Logic, LLC 20200.04%0.77%3.55%Q1 2018Q4 202220
HOLDERNESS INVESTMENTS CO 1370.17%0.40%0.86%Q1 2017Q3 202320
HIGHLAND CAPITAL MANAGEMENT LP 720.05%2.53%7.98%Q2 2013Q2 201920
PRIVATE CAPITAL MANAGEMENT LLC 20200.16%0.28%0.42%Q4 2018Q3 202320
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 20200.29%0.64%1.12%Q2 2017Q1 202220
FCA CORP /TX 1730.13%0.21%0.27%Q3 2015Q3 202320
WADDELL & ASSOCIATES, LLC 20200.76%0.98%1.44%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.07%0.20%0.53%Q4 2018Q3 202320
Rosenbaum Jay D. 1710.11%0.53%1.24%Q4 2014Q3 202320
Tolleson Wealth Management, Inc. 20200.62%4.34%9.68%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.01%0.05%0.13%Q4 2018Q3 202320
DENVER INVESTMENT ADVISORS LLC 20200.02%0.08%0.21%Q2 2013Q1 201820
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 1130.18%9.01%23.68%Q1 2015Q2 202120
Newfoundland Capital Management 511.24%8.53%31.02%Q1 2017Q3 202320
KG&L Capital Management,LLC 20202.80%3.38%3.92%Q4 2018Q3 202320
CAMG Solamere Management, LLC 20200.86%1.65%2.47%Q4 2016Q3 202120
Arkos Global Advisors 20209.43%19.74%26.05%Q4 2018Q3 202320
Van Leeuwen & Company, LLC 20200.30%2.07%5.27%Q4 2018Q3 202320
O'Brien Greene & Co. Inc 20200.09%0.16%0.23%Q4 2018Q3 202320
ERn Financial, LLC 20200.18%0.27%0.40%Q4 2018Q3 202320
Trek Financial, LLC 20200.52%7.44%18.09%Q4 2018Q3 202320
HOWARD FINANCIAL SERVICES, LTD. 20201.29%2.79%4.58%Q4 2018Q3 202320
Meridian Wealth Advisors, LLC 20200.38%3.13%4.44%Q4 2018Q3 202320
Bay Harbor Wealth Management, LLC 20200.09%0.78%3.48%Q4 2018Q3 202320
Omega Financial Group, LLC 20201.16%1.77%2.29%Q4 2018Q3 202320
Inscription Capital, LLC 20200.08%5.88%9.13%Q4 2018Q3 202320
Wealthquest Corp 1410.19%0.29%0.39%Q1 2015Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.02%0.20%0.64%Q4 2018Q3 202320
Farmers & Merchants Trust Co of Long Beach 20200.18%0.36%0.63%Q4 2018Q3 202320
Miramar Capital, LLC 20200.12%0.26%0.38%Q4 2018Q3 202320
Frisch Financial Group, Inc. 20200.13%0.27%0.52%Q4 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20201.57%7.71%15.39%Q4 2018Q3 202320
Guidance Point Advisors, LLC 20201.19%1.39%1.66%Q4 2018Q3 202320
RESTON WEALTH MANAGEMENT LLC 20200.22%0.28%0.35%Q4 2018Q3 202320
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 20201.28%1.85%2.76%Q4 2018Q3 202320
Princeton Global Asset Management LLC 20200.06%0.36%1.79%Q4 2018Q3 202320
RIVERBRIDGE PARTNERS LLC 20200.01%0.07%0.10%Q2 2013Q1 201820
PHILADELPHIA TRUST CO 1910.03%0.21%0.80%Q4 2017Q3 202320
Traverso Chambers Private Wealth Management, LLC 20209.07%9.94%11.08%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.01%4.35%7.69%Q4 2018Q3 202320
Avondale Wealth Management 20200.06%0.14%0.29%Q4 2018Q3 202320
WealthBridge Capital Management, LLC 20204.89%5.79%7.32%Q4 2018Q3 202320
Robertson Stephens Wealth Management, LLC 20201.89%4.60%13.26%Q4 2018Q3 202320
McCarthy Grittinger Financial Group, LLC 20200.02%0.03%0.04%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.18%1.20%2.41%Q4 2018Q3 202320
VeraBank, N.A. 20200.71%1.56%2.29%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.26%7.36%10.52%Q4 2018Q3 202320
Hillcrest Wealth Advisors - NY, LLC 20206.06%10.44%16.55%Q4 2018Q3 202320
GARRISON POINT ADVISORS, LLC 20200.69%0.78%1.00%Q4 2018Q3 202320
STONERIDGE INVESTMENT PARTNERS LLC 20200.35%0.67%0.91%Q4 2018Q3 202320
Lindbrook Capital, LLC 20202.54%3.48%5.39%Q4 2018Q3 202320
BROOKS, MOORE & ASSOCIATES, INC. 20200.64%0.73%0.84%Q4 2018Q3 202320
ARS Wealth Advisors, LLC 1410.09%0.32%0.71%Q4 2013Q2 202120
Financial Enhancement Group LLC 1320.00%0.28%0.76%Q2 2016Q1 202320
Paradigm Financial Partners, LLC 20200.07%0.36%1.00%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20201.31%2.47%4.20%Q4 2018Q3 202320
CCM INVESTMENT ADVISERS LLC 610.03%0.09%0.79%Q1 2014Q4 202220
Private Portfolio Partners LLC 20201.05%1.27%1.62%Q4 2018Q3 202320
FORTEM FINANCIAL GROUP, LLC 20200.46%1.62%6.76%Q4 2018Q3 202320
Ellevest, Inc. 20200.29%0.48%0.94%Q4 2018Q3 202320
Pinion Investment Advisors, LLC 940.16%0.61%1.59%Q1 2018Q3 202320
MONECO Advisors, LLC 20200.89%2.04%3.93%Q4 2018Q3 202320
Summit X, LLC 1910.09%0.23%0.52%Q2 2018Q3 202320
Ellis Investment Partners, LLC 20200.62%1.41%2.22%Q4 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.23%0.35%0.51%Q4 2018Q3 202320
Apollon Wealth Management, LLC 20200.86%2.07%17.88%Q4 2018Q3 202320
THOROUGHBRED FINANCIAL SERVICES, LLC 20200.32%1.18%2.30%Q4 2018Q3 202320
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 1820.04%0.07%0.14%Q1 2016Q1 202120
SlateStone Wealth, LLC 20205.83%9.49%12.26%Q4 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.62%0.79%1.34%Q1 2016Q4 202020
Pensionmark Financial Group, LLC 20202.00%2.61%3.35%Q4 2018Q3 202320
Wealthfront Advisers LLC 20200.01%0.03%0.11%Q4 2018Q3 202320
American Portfolios Advisors 20201.14%1.62%2.24%Q4 2017Q3 202220
WealthOne, LLC 20200.20%0.41%0.66%Q4 2018Q3 202320
Riverstone Advisors, LLC 20200.46%0.67%0.86%Q4 2018Q3 202320
Hardy Reed LLC 20200.35%0.43%0.56%Q4 2018Q3 202320
Wellesley Investment Partners, LLC 20201.24%1.74%3.06%Q4 2015Q3 202020
Valtinson Bruner Financial Planning LLC 20200.34%0.52%0.76%Q4 2018Q3 202320
Passport Capital, LLC 810.00%10.60%81.62%Q3 2013Q4 201919
Investors Research Corp 19190.01%0.07%0.15%Q1 2019Q3 202319
COMERICA SECURITIES,INC. 19191.17%1.38%1.91%Q1 2019Q3 202319
Security National Bank 19190.11%0.16%0.24%Q1 2019Q3 202319
Capital Asset Advisory Services LLC 1810.16%0.39%0.81%Q3 2017Q3 202319
Horizon Investment Services, LLC 19190.98%1.18%1.67%Q1 2019Q3 202319
MEANS INVESTMENT CO., INC. 17170.00%0.40%0.58%Q3 2019Q3 202319
Ferris Capital, LLC 1637.84%12.77%20.48%Q2 2017Q1 202219
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.11%0.58%0.89%Q1 2019Q3 202319
Rikoon Group, LLC 19191.26%1.51%1.80%Q3 2016Q1 202119
Bremer Bank National Association 19197.53%9.00%10.55%Q1 2019Q3 202319
Close Asset Management Ltd 19190.00%0.11%0.15%Q4 2016Q2 202119
First National Bank of South Miami 19190.38%0.49%0.70%Q4 2018Q2 202319
Joseph P. Lucia & Associates, LLC 19190.14%1.06%1.54%Q1 2019Q3 202319
LITTLE HOUSE CAPITAL LLC 1090.10%0.74%4.26%Q4 2018Q3 202319
Willis Johnson & Associates, Inc. 12120.00%0.21%0.41%Q4 2020Q3 202319
Beirne Wealth Consulting Services, LLC 1630.20%0.59%1.37%Q4 2018Q3 202319
Financial Advisors Network, Inc. 1710.06%0.85%1.56%Q4 2016Q3 202319
Realta Investment Advisors 19190.46%3.09%7.29%Q1 2019Q3 202319
Icon Wealth Partners, LLC 1030.06%0.66%1.30%Q4 2017Q3 202319
Spectrum Wealth Advisory Group, LLC 19191.83%2.77%6.56%Q1 2019Q3 202319
CAAS CAPITAL MANAGEMENT LP 610.00%1.38%9.03%Q1 2020Q3 202319
INVESTMENT CENTERS OF AMERICA INC 18180.00%0.50%0.68%Q2 2013Q3 201719
Hamilton Capital, LLC 1010.02%0.27%0.66%Q4 2017Q3 202319
Weaver Consulting Group 19190.25%0.79%1.09%Q1 2019Q3 202319
Neuberger Berman Canada ULC 770.01%7.82%23.36%Q2 2013Q4 201419
Virtu KCG Holdings LLC 16160.05%0.91%3.65%Q3 2013Q2 201719
Lantz Financial LLC 19190.39%0.52%0.70%Q1 2019Q3 202319
Altium Wealth Management LLC 19190.44%1.04%2.34%Q4 2017Q2 202219
Sunesis Advisors, LLC 1810.35%1.45%2.33%Q4 2018Q3 202319
US FINANCIAL ADVISORS, LLC 1270.56%2.94%4.80%Q4 2014Q3 202319
ROCKEFELLER FINANCIAL SERVICES INC 19191.51%1.80%1.99%Q2 2013Q4 201719
HAYS ADVISORY LLC 1180.46%3.43%5.44%Q2 2013Q3 201819
Lafayette Investments 1810.11%0.16%0.18%Q2 2013Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.03%0.47%0.55%Q3 2018Q3 202319
CAMDEN NATIONAL BANK 1720.04%0.10%0.22%Q2 2018Q3 202319
EAGLE CAPITAL MANAGEMENT LLC 510.00%0.12%0.77%Q4 2013Q1 202319
LYNCH & ASSOCIATES/IN 750.06%0.09%0.16%Q4 2014Q4 202319
Evolution Wealth Advisors, LLC 1635.54%10.48%16.16%Q4 2018Q3 202319
Gainplan LLC 1610.81%34.37%66.66%Q4 2016Q3 202319
Corrigan Financial, Inc. 1010.10%0.14%0.23%Q1 2016Q2 202319
VOLORIDGE INVESTMENT MANAGEMENT, LLC 412.10%16.53%61.93%Q1 2014Q4 202119
Legacy Financial Advisors, Inc. 920.04%0.16%0.28%Q4 2017Q3 202319
Schoolcraft Capital LLC 19190.09%0.15%0.33%Q1 2019Q3 202319
TSFG, LLC 19192.47%2.92%3.74%Q1 2019Q3 202319
MATRIX PRIVATE CAPITAL GROUP LLC 16160.04%1.02%1.49%Q4 2019Q3 202319
FLOW TRADERS U.S. LLC 710.00%3.97%37.55%Q2 2014Q2 202319
Longhorn Capital Partners, L.P. 191986.90%95.47%100.00%Q2 2013Q4 201719
Tennessee Valley Asset Management Partners 1090.75%1.10%1.60%Q4 2018Q3 202319
ROMAN BUTLER FULLERTON & CO 1450.14%1.01%4.35%Q4 2018Q3 202319
TimeScale Financial, Inc. 19190.12%0.17%0.32%Q4 2018Q2 202319
Wolff Financial Management LLC 1090.21%0.31%0.57%Q4 2018Q3 202319
Argentus Capital Management, LLC 14140.06%1.70%7.95%Q2 2013Q3 201619
VESTOR CAPITAL, LLC 1310.06%0.10%0.12%Q4 2014Q3 202319
MUFG Bank, Ltd. 618.99%53.64%100.00%Q2 2013Q1 202219
J.Safra Asset Management Corp 1630.49%32.20%79.58%Q2 2016Q3 202319
Numeric Investors LLC 19190.00%0.01%0.02%Q2 2013Q4 201719
Eagle Ridge Investment Management 19190.02%0.10%0.21%Q4 2018Q2 202319
Verity Asset Management, Inc. 810.18%3.13%11.90%Q4 2015Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.36%0.95%1.57%Q1 2019Q3 202319
NATIONAL PLANNING CORP 19191.23%2.61%4.19%Q2 2013Q4 201719
Shulman DeMeo Asset Management LLC 11844.36%52.40%69.37%Q4 2018Q3 202319
ALTA CAPITAL MANAGEMENT LLC/ 710.01%0.25%1.14%Q3 2015Q2 202319
LIBERTY WEALTH MANAGEMENT LLC 1630.02%0.24%0.42%Q4 2018Q3 202319
Private Capital Group, LLC 19190.30%3.06%4.53%Q4 2017Q2 202219
Enterprise Bank & Trust Co 19191.97%2.41%2.94%Q1 2019Q3 202319
MainStreet Investment Advisors LLC 1410.02%0.04%0.08%Q1 2018Q3 202319
CAPITAL MANAGEMENT CORP /VA 19190.05%0.10%0.16%Q3 2018Q1 202319
CCG WEALTH MANAGEMENT, LLC 19190.18%1.07%6.61%Q1 2019Q3 202319
Premise Capital, LLC 19195.48%29.56%56.69%Q4 2015Q2 202019
Cottage Street Advisors LLC 930.17%0.68%1.33%Q3 2018Q3 202319
Cypress Capital, LLC 1454.90%8.14%25.02%Q4 2018Q3 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.02%0.06%0.14%Q1 2019Q3 202319
IFC Holdings Incorporated/FL 19190.30%0.62%1.07%Q2 2013Q4 201719
Arjuna Capital 19190.14%0.36%0.55%Q4 2017Q2 202219
Opes Wealth Management LLC 19190.14%0.18%0.27%Q1 2019Q3 202319
Windham Capital Management, LLC 19190.71%1.48%2.64%Q1 2019Q3 202319
CHEMUNG CANAL TRUST CO 1540.05%0.06%0.08%Q1 2019Q4 202319
Oakhurst Advisors,LLC 770.36%24.76%50.09%Q2 2021Q4 202219
Islet Management, LP 19193.84%17.77%39.84%Q4 2018Q2 202319
EverPoint Asset Management, LLC 11110.20%2.29%7.02%Q2 2014Q4 201618
Tourbillon Capital Partners, L.P. 1021.56%9.46%23.21%Q4 2013Q3 201818
GAMCO INVESTORS, INC. ET AL 18180.02%0.06%0.09%Q2 2019Q3 202318
PATTON FUND MANAGEMENT, INC. 18182.97%4.42%5.60%Q2 2019Q3 202318
Camber Capital Management LP 416.59%15.78%28.68%Q2 2013Q1 202118
RB Capital Management, LLC 17170.01%1.68%2.19%Q3 2019Q3 202318
JANUS HENDERSON GROUP PLC 710.00%0.02%0.05%Q2 2013Q4 202118
GeoWealth Management, LLC 18180.31%1.15%4.18%Q2 2019Q3 202318
SkyOak Wealth, LLC 16160.00%0.24%0.49%Q4 2019Q3 202318
Efficient Market Advisors, LLC 16160.00%2.72%8.94%Q2 2013Q1 201718
AFFINITY WEALTH MANAGEMENT LLC 1350.40%0.69%3.04%Q4 2018Q3 202318
Titus Wealth Management 1620.44%0.74%0.95%Q4 2017Q2 202218
Bristol Advisors, LLC 810.00%6.24%32.60%Q4 2016Q1 201918
Force Capital Management LLC 1212.28%26.76%73.84%Q2 2013Q3 201918
Mountain Lake Investment Management LLC 510.05%11.20%36.45%Q3 2015Q3 202318
Somerset Trust Co 710.07%0.77%2.05%Q4 2013Q4 202218
Jackson Wealth Management, LLC 810.04%1.21%5.18%Q4 2014Q3 202318
LPWM LLC 16160.01%0.19%0.28%Q4 2019Q3 202318
Board of Trustees of The Leland Stanford Junior University 715.84%24.78%73.14%Q1 2017Q3 202318
Independence Trust CO 1530.29%0.45%0.88%Q2 2013Q4 201718
UBP Investment Advisors SA 18181.03%1.72%3.48%Q2 2018Q3 202218
NSI Retail Advisors, LLC 10101.11%7.52%14.78%Q2 2021Q3 202318
PVG ASSET MANAGEMENT CORP 1310.72%6.96%18.94%Q3 2016Q1 202318
Watershed Asset Management, L.L.C. 1446.74%23.56%48.29%Q2 2013Q3 202318
180 WEALTH ADVISORS, LLC 1440.06%0.07%0.10%Q1 2019Q3 202318
Pointe Capital Management LLC 1610.18%0.33%0.45%Q4 2016Q3 202318
Private Wealth Strategies, L.L.C. 16160.02%0.21%0.25%Q4 2019Q3 202318
MITCHELL SINKLER & STARR/PA 18180.28%0.61%0.94%Q1 2019Q2 202318
FEDERATED HERMES, INC. 1010.00%0.62%3.99%Q4 2013Q3 202018
Sumitomo Mitsui DS Asset Management Company, Ltd 18180.02%0.07%0.18%Q2 2019Q3 202318
Grandview Asset Management LLC 1440.45%3.33%7.64%Q1 2019Q3 202318
Jacobus Wealth Management, Inc. 18183.29%4.63%5.75%Q2 2013Q3 201718
Shilanski & Associates, Inc. 18180.42%6.28%10.04%Q2 2019Q3 202318
Cowen Investment Management LLC 1050.00%0.20%0.70%Q4 2019Q3 202318
HT Partners LLC 17170.01%0.15%0.21%Q3 2019Q3 202318
Strategic Investment Advisors / MI 1260.06%0.36%1.45%Q4 2018Q3 202318
Principal Street Partners, LLC 18180.75%2.29%4.86%Q2 2019Q3 202318
Parker Investment Management, LLC 18180.02%1.00%11.30%Q2 2019Q3 202318
Advisory Alpha, LLC 1710.04%0.20%0.44%Q1 2019Q3 202318
Ashburton (Jersey) Ltd 18180.12%1.10%10.17%Q4 2015Q1 202018
Arcus Capital Partners, LLC 1260.12%1.21%3.47%Q1 2019Q3 202318
Betterment LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
UBS AG 660.50%1.87%5.33%Q2 2013Q3 201418
Brio Consultants, LLC 1710.04%0.13%0.34%Q4 2018Q2 202318
TEACHERS ADVISORS, LLC 18180.00%0.06%0.12%Q2 2013Q3 201718
MA Private Wealth 1220.10%0.20%0.39%Q4 2018Q3 202318
Fulcrum Equity Management 1710.23%10.98%22.29%Q1 2019Q3 202318
IRIDIAN ASSET MANAGEMENT LLC/CT 810.01%5.78%25.55%Q4 2018Q3 202318
SIG North Trading, ULC 880.12%5.27%13.39%Q4 2021Q3 202318
TRAIN BABCOCK ADVISORS LLC 1713.34%5.03%7.22%Q2 2013Q4 201718
HNP Capital LLC 18180.24%1.06%2.21%Q4 2018Q1 202318
Columbus Hill Capital Management, L.P. 711.01%21.80%52.92%Q3 2013Q3 202118
FLC Capital Advisors 18180.08%0.49%0.78%Q4 2018Q1 202318
Private Advisory Group LLC 1310.00%2.41%7.87%Q4 2016Q2 202318
Bayesian Capital Management, LP 810.10%3.18%11.94%Q4 2015Q1 202318
Matthew Goff Investment Advisor, LLC 1410.23%0.28%0.35%Q3 2017Q3 202318
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 18180.04%1.48%2.20%Q2 2019Q3 202318
SAGE RHINO CAPITAL LLC 1110.01%0.65%1.25%Q4 2019Q3 202318
HUTCHINSON CAPITAL MANAGEMENT/CA 1710.18%0.27%0.39%Q1 2016Q3 202318
WEALTHFRONT Corp 18180.00%0.02%0.06%Q2 2014Q3 201818
FOUNDERS CAPITAL MANAGEMENT, LLC 18180.22%1.34%3.10%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18181.32%1.44%1.68%Q2 2013Q3 201718
Private Vista, LLC 1080.35%1.17%2.91%Q4 2015Q2 202018
Barber Financial Group, Inc. 1110.04%2.13%10.19%Q3 2017Q1 202318
STERLING INVESTMENT MANAGEMENT, LLC 1620.64%3.97%9.69%Q4 2013Q4 201918
FOSTER & MOTLEY INC 1710.02%0.03%0.08%Q3 2013Q2 202218
NICOLET ADVISORY SERVICES, LLC 18180.04%0.20%0.54%Q2 2019Q3 202318
CMT TRADING LLC 910.00%2.49%10.87%Q1 2014Q4 201918
TD Capital Management LLC 18180.00%0.04%0.06%Q2 2019Q3 202318
Bramshill Investments, LLC 720.00%0.24%2.45%Q2 2017Q3 202318
Broadview Financial Management, LLC 1170.16%0.20%0.26%Q4 2017Q2 202318
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1410.16%0.33%0.77%Q2 2015Q3 202318
Tranquility Partners, LLC 18180.49%0.90%1.92%Q2 2019Q3 202318
Sound View Wealth Advisors Group, LLC 18180.10%0.30%0.56%Q2 2019Q3 202318
Assured Investment Management LLC 12120.00%2.15%6.81%Q2 2013Q1 201618
Monument Capital Management 1440.03%3.35%7.71%Q4 2017Q3 202318
SUMMIT FINANCIAL GROUP, INC. 18181.15%2.20%3.56%Q2 2019Q3 202318
Catamount Wealth Management 18187.52%9.56%14.29%Q4 2014Q1 201918
DELTA FINANCIAL ADVISORS LLC 18186.28%7.61%8.39%Q2 2019Q3 202318
Espalier Global Management LLC 1210.54%16.98%64.67%Q2 2013Q3 201618
MANNING & NAPIER ADVISORS LLC 18180.01%0.02%0.04%Q2 2013Q3 201718
Savior LLC 16160.00%5.48%62.52%Q4 2019Q3 202318
MIRABELLA FINANCIAL SERVICES LLP 1410.04%8.04%36.75%Q4 2019Q3 202318
SIMPLEX TRADING, LLC 710.00%0.55%3.06%Q1 2015Q3 202318
Barrington Strategic Wealth Management Group LLC 18186.80%8.48%9.63%Q2 2013Q3 201718
South Dakota Investment Council 520.01%0.58%7.16%Q3 2014Q2 202318
ARROWGRASS CAPITAL PARTNERS (US) LP 1040.63%9.79%34.54%Q2 2013Q4 201618
Peak Financial Management, Inc. 1620.08%0.14%0.21%Q2 2016Q1 202218
FOX RUN MANAGEMENT, L.L.C. 610.44%3.04%20.31%Q4 2015Q3 202318
CSM Advisors, LLC 10100.50%3.27%7.16%Q2 2021Q3 202318
UNITED STATES STEEL & CARNEGIE PENSION FUND 18183.68%6.05%9.35%Q2 2013Q3 201718
DDD Partners, LLC 18180.08%0.32%1.12%Q2 2019Q3 202318
BENJAMIN EDWARDS INC 18180.00%0.04%0.58%Q2 2019Q3 202318
JABODON PT CO 712.66%46.50%97.14%Q1 2014Q3 202317
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1610.45%1.80%3.89%Q4 2018Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.02%0.05%0.16%Q2 2013Q2 201717
COMPASS CAPITAL MANAGEMENT, INC 17170.03%0.06%0.34%Q3 2019Q3 202317
Kazazian Asset Management, LLC 1521.50%19.59%51.53%Q1 2015Q3 201917
Resource Management, LLC 171729.22%31.38%32.99%Q4 2017Q4 202117
Orion Portfolio Solutions, LLC 16160.00%0.62%1.34%Q4 2019Q3 202317
HOHIMER WEALTH MANAGEMENT, LLC 16160.11%1.37%1.88%Q4 2019Q3 202317
STEWART & PATTEN CO LLC 810.03%0.05%0.08%Q1 2014Q3 202317
IFG Advisory, LLC 17171.58%3.30%5.47%Q3 2019Q3 202317
PURA VIDA INVESTMENTS, LLC 610.93%8.92%24.54%Q4 2015Q1 202117
MACKAY SHIELDS LLC 17172.86%5.23%8.44%Q1 2018Q1 202217
Mizuho Trust & Banking Co., Ltd. 610.00%12.63%44.42%Q4 2014Q2 202017
Fullerton Fund Management Co Ltd. 610.10%1.64%6.18%Q4 2014Q3 202317
Brookmont Capital Management 810.11%0.15%0.16%Q3 2017Q3 202217
LONESTAR CAPITAL MANAGEMENT LLC 1118.45%27.63%54.40%Q3 2013Q3 202317
One Charles Private Wealth Services, LLC 1010.04%0.33%1.60%Q2 2020Q3 202317
Arkadios Wealth Advisors 16160.00%1.26%2.64%Q4 2019Q3 202317
Adero Partners, LLC 16160.04%1.03%3.82%Q4 2019Q3 202317
I.G. INVESTMENT MANAGEMENT, LTD. 17170.00%0.13%0.32%Q2 2013Q2 201717
Crabel Capital Management, LLC 1110.17%0.46%1.57%Q4 2017Q2 202317
Leonetti & Associates, LLC 17170.37%5.45%12.13%Q4 2014Q4 201817
J. W. Coons Advisors, LLC 15150.14%2.89%4.15%Q1 2020Q3 202317
Andesa Financial Management Inc. 17170.07%0.91%3.40%Q4 2018Q4 202217
Timber Hill LLC 1520.10%3.01%20.44%Q3 2013Q1 201817
Monarch Alternative Capital LP 1611.76%59.53%98.55%Q1 2017Q2 202317
Grace Capital 1610.11%1.61%3.39%Q4 2015Q4 202117
Pacifica Partners Inc. 17170.00%0.04%0.07%Q4 2019Q4 202317
Schwab Charitable Fund 1210.04%0.12%0.28%Q2 2018Q1 202317
Redhawk Wealth Advisors, Inc. 1410.04%6.17%12.74%Q3 2018Q3 202317
BEACON TRUST CO 17170.18%0.27%0.36%Q1 2013Q1 201717
HOEY INVESTMENTS, INC 16160.02%0.17%2.46%Q4 2019Q3 202317
Modus Advisors, LLC 17170.38%1.72%2.53%Q4 2019Q4 202317
Physician Wealth Advisors, Inc. 17170.10%0.17%0.34%Q3 2019Q3 202317
Heartwood Wealth Advisors LLC 16160.04%0.10%0.16%Q4 2019Q3 202317
Geneva Advisors, LLC 17170.02%0.11%0.23%Q2 2013Q2 201717
Phoenix Holdings Ltd. 17170.07%0.56%2.63%Q3 2019Q3 202317
THOMASPARTNERS, INC. 1010.00%0.01%0.05%Q2 2013Q1 201817
EVOKE WEALTH, LLC 17171.68%2.20%3.45%Q3 2019Q3 202317
Ranch Capital Advisors Inc. 17170.61%1.61%2.30%Q3 2019Q3 202317
Taylor Wealth Management Partners 1610.00%0.02%0.30%Q1 2015Q2 202217
Hubbell Strickland Wealth Management, LLC 17170.23%0.31%0.43%Q3 2019Q3 202317
Bull Street Advisors, LLC 17170.93%1.09%1.34%Q3 2019Q3 202317
Radnor Capital Management, LLC 1520.10%0.18%0.47%Q2 2019Q3 202317
PERSONAL CFO SOLUTIONS, LLC 17170.63%1.64%6.27%Q3 2019Q3 202317
Charles Schwab Trust Co 17170.03%0.22%0.45%Q3 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.42%0.86%1.54%Q3 2019Q3 202317
CAPITAL GUARDIAN TRUST CO 1110.00%0.03%0.33%Q3 2013Q4 201817
IFG Advisors, LLC 17177.51%9.79%10.81%Q3 2019Q3 202317
KLS Diversified Asset Management LP 10100.34%31.80%93.30%Q1 2018Q2 202017
Covalent Partners LLC 610.05%10.67%46.78%Q2 2013Q1 202317
LSP Investment Advisors, LLC 970.11%9.55%40.52%Q4 2017Q3 202317
TRANSCEND CAPITAL ADVISORS, LLC 960.00%0.86%1.21%Q4 2019Q3 202317
Spence Asset Management 17170.92%1.38%3.22%Q4 2019Q4 202317
Strid Group, LLC 1430.15%0.21%0.23%Q4 2015Q3 202317
Lyons Wealth Management, LLC. 310.02%0.21%0.56%Q2 2013Q3 201817
Cordatus Wealth Management LLC 1010.24%0.94%3.10%Q4 2018Q3 202317
Capital Advantage, Inc. 910.06%0.11%0.17%Q4 2014Q1 202117
Clarity Financial LLC 920.03%2.28%12.91%Q4 2020Q3 202317
NatWest Group plc 17170.19%1.30%3.77%Q2 2013Q2 201717
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1510.03%0.06%0.29%Q4 2013Q3 202317
Apexium Financial, LP 1616.19%16.64%32.18%Q4 2018Q3 202317
Saiers Capital, LLC 880.00%4.85%66.91%Q2 2013Q1 201517
Lehman & Derafelo Financial Resources LLC 17170.24%0.62%2.12%Q4 2018Q4 202217
Farmers National Bank 1520.16%0.37%0.49%Q4 2014Q2 201917
LMCG INVESTMENTS, LLC 1070.05%0.12%0.47%Q2 2013Q3 202317
SEEYOND 17170.11%2.50%5.16%Q4 2018Q4 202217
Capital Bank & Trust Co 17170.03%0.10%0.22%Q2 2017Q2 202117
BRANDYWINE TRUST CO 17171.27%5.44%10.65%Q3 2019Q3 202317
Innova Wealth Partners 12120.03%2.40%6.17%Q4 2020Q3 202317
Peachtree Investment Partners, LLC 1110.21%0.66%2.45%Q4 2018Q2 202317
ALTERNA WEALTH MANAGEMENT, INC 980.32%2.82%7.67%Q4 2018Q3 202317
Vident Investment Advisory, LLC 1310.03%3.11%11.60%Q2 2015Q2 202317
BOYS ARNOLD & CO INC 16160.22%4.54%5.74%Q2 2016Q1 202017
AIA Singapore Private Ltd 171727.36%63.00%83.59%Q4 2012Q4 201617
True North Advisors, LLC 16160.69%1.25%2.06%Q4 2019Q3 202317
Walleye Capital LLC 710.03%3.89%12.61%Q3 2018Q3 202317
Richard P Slaughter Associates Inc 17170.14%0.70%2.50%Q4 2019Q4 202317
YALE UNIVERSITY 1410.13%12.01%32.78%Q2 2016Q1 202217
SADOFF INVESTMENT MANAGEMENT LLC 17170.02%0.04%0.09%Q3 2018Q3 202217
6 Meridian 17170.26%1.48%4.46%Q4 2017Q4 202117
Affinity Capital Advisors, LLC 16160.00%0.29%0.40%Q4 2019Q3 202317
Salient Capital Advisors, LLC 17170.10%0.23%0.40%Q2 2013Q2 201717
ALETHEA CAPITAL MANAGEMENT, LLC 810.17%0.94%2.32%Q4 2014Q4 202117
Eudaimonia Partners, LLC 870.09%0.35%0.48%Q4 2019Q3 202317
GARGOYLE INVESTMENT ADVISOR L.L.C. 15150.16%2.62%15.77%Q4 2015Q2 201917
MidWestOne Financial Group, Inc. 1610.10%0.34%0.47%Q2 2019Q3 202317
MACQUARIE GROUP LTD 610.00%0.02%0.07%Q2 2013Q4 202017
DAVIDSON & GARRARD INC 17170.06%0.09%0.13%Q3 2013Q3 201717
Total Clarity Wealth Management, Inc. 16160.01%1.49%2.76%Q4 2019Q3 202317
1st Global Advisors, Inc. 17170.09%0.35%0.45%Q2 2013Q2 201717
Financial Engines Advisors L.L.C. 1410.00%0.04%0.14%Q3 2017Q3 202317
BALLAST ADVISORS LLC 16160.33%0.93%1.51%Q4 2019Q3 202317
BCM ADVISORS, LLC 1340.24%0.67%1.16%Q2 2019Q3 202317
Resonant Capital Advisors, LLC 16161.25%1.84%2.82%Q4 2019Q3 202316
Live Oak Private Wealth LLC 16160.16%0.26%0.63%Q4 2019Q3 202316
ALPS ADVISORS INC 16160.02%0.17%0.39%Q2 2013Q1 201716
HOWARD WEALTH MANAGEMENT, LLC 16161.31%1.72%2.62%Q4 2019Q3 202316
VIRIDIAN RIA, LLC 1429.14%10.10%12.81%Q1 2018Q1 202216
Essex Private Wealth Management, LLC 16160.63%1.39%2.52%Q4 2019Q3 202316
Morse Asset Management, Inc 1410.07%0.14%0.19%Q4 2018Q3 202316
EWG Elevate Inc. 16160.63%3.77%7.66%Q4 2019Q3 202316
Ruggie Capital Group 1110.01%0.22%1.26%Q4 2014Q1 201916
ANGELO GORDON & CO., L.P. 710.12%16.00%50.94%Q2 2013Q3 202116
MASTRAPASQUA ASSET MANAGEMENT INC 410.02%0.22%1.15%Q4 2015Q3 202316
WorthPointe, LLC 880.19%3.90%9.07%Q4 2021Q3 202316
CX Institutional 1060.00%0.31%1.45%Q2 2018Q3 202316
B. Riley Financial, Inc. 1210.48%1.28%3.71%Q4 2015Q1 202116
Ayrshire Capital Management LLC 16160.82%0.90%1.06%Q4 2019Q3 202316
Halpern Financial, Inc. 16161.39%1.59%1.82%Q4 2019Q3 202316
Kimelman & Baird, LLC 610.03%0.04%0.04%Q4 2014Q2 202116
Regent Peak Wealth Advisors LLC 16161.40%1.74%2.54%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.43%0.53%0.63%Q4 2019Q3 202316
Intelligence Driven Advisers, LLC 16160.10%0.32%0.81%Q4 2019Q3 202316
MADISON WEALTH MANAGEMENT 16160.45%0.63%0.68%Q4 2019Q3 202316
DOHENY ASSET MANAGEMENT /CA 1150.25%0.47%0.67%Q3 2019Q3 202316
Newport Wealth Strategies, Inc. 16160.35%0.44%0.54%Q4 2017Q3 202116
SMH CAPITAL ADVISORS INC 530.41%0.82%1.73%Q4 2017Q3 202316
Slate Path Capital LP 310.75%20.74%77.15%Q2 2013Q2 201916
DOHJ, LLC 16160.18%0.50%2.86%Q4 2019Q3 202316
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 970.13%0.98%2.62%Q4 2018Q3 202316
Texas Capital Bank Wealth Management Services Inc 16161.84%2.19%3.02%Q4 2019Q3 202316
Keebeck Wealth Management, LLC 16162.92%4.44%7.12%Q4 2019Q3 202316
PRINCIPAL FINANCIAL GROUP INC 720.00%0.01%0.02%Q2 2013Q3 202316
PAX Financial Group, LLC 16160.14%0.18%0.37%Q4 2019Q3 202316
WEALTH ADVISORS, INC. 16160.48%0.79%1.11%Q4 2019Q3 202316
Wade Financial Advisory, Inc 16160.24%0.27%0.36%Q4 2019Q3 202316
SMITH HAYES Advisers, Inc 12120.02%1.09%2.25%Q2 2013Q1 201616
MAGNOLIA CAPITAL ADVISORS LLC 16160.14%0.34%0.91%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16169.02%16.10%20.37%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.04%0.48%1.11%Q4 2019Q3 202316
GW&K Investment Management, LLC 810.00%0.05%0.27%Q4 2013Q3 202316
MENDON CAPITAL ADVISORS CORP 16160.85%4.44%9.01%Q1 2016Q4 201916
TIAA CREF TRUST CO FSB/MO 16161.36%1.64%1.91%Q2 2013Q1 201716
Glovista Investments LLC 710.13%0.85%2.48%Q2 2013Q2 202216
NEW YORK STATE COMMON RETIREMENT FUND 1310.00%0.02%0.05%Q3 2014Q3 202116
STEPH & CO 16162.15%2.51%2.90%Q4 2019Q3 202316
WealthBridge Investment Counsel Inc. 16160.50%0.61%0.74%Q4 2019Q3 202316
Delta Investment Management, LLC 1510.28%0.76%1.10%Q4 2018Q3 202316
Alight Capital Management LP 1111.68%9.22%29.32%Q4 2018Q3 202316
EPG Wealth Management LLC 16160.40%0.59%0.96%Q4 2019Q3 202316
Elm Partners Management LLC 1420.03%0.09%0.15%Q2 2019Q3 202316
Sculati Wealth Management, LLC 16160.82%0.89%1.14%Q4 2019Q3 202316
BCS Wealth Management 16160.52%0.64%1.11%Q4 2019Q3 202316
John W. Brooker & Co., CPAs 16161.57%2.17%2.68%Q4 2019Q3 202316
TL Private Wealth 16162.97%3.59%4.59%Q4 2019Q3 202316
Spruce Investment Advisors LLC 16161.52%3.91%11.44%Q2 2013Q1 201716
Clarity Wealth Advisors, LLC 16160.23%5.70%8.03%Q4 2019Q3 202316
AlphaCore Capital LLC 16160.49%1.07%1.52%Q4 2019Q3 202316
HBC Financial Services, PLLC 16160.08%0.09%0.11%Q4 2019Q3 202316
GATEWAY INVESTMENT ADVISERS LLC 16160.64%1.19%2.18%Q2 2013Q1 201716
Edenbrook Capital, LLC 16166.75%15.81%30.12%Q4 2019Q3 202316
Sowa Financial Group, Inc. 16164.98%7.46%9.89%Q4 2019Q3 202316
Madrona Financial Services, LLC 1510.26%4.91%8.37%Q3 2016Q3 202316
Bayview Asset Management, LLC 16165.88%16.52%34.79%Q4 2019Q3 202316
Willingdon Wealth Management 1510.77%2.19%3.92%Q4 2015Q1 202016
Optas, LLC 16162.75%3.63%4.24%Q4 2019Q3 202316
NWK Group, Inc. 16161.16%1.67%2.26%Q4 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.90%2.37%4.12%Q4 2019Q3 202316
J.W. COLE ADVISORS, INC. 16161.55%2.76%4.17%Q4 2019Q3 202316
PACIFIC CAPITAL WEALTH ADVISORS, INC 16160.19%12.26%25.69%Q4 2019Q3 202316
TBH Global Asset Management, LLC 16160.17%0.21%0.28%Q4 2019Q3 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.28%0.74%1.58%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.18%0.32%1.33%Q4 2019Q3 202316
Carolina Wealth Advisors, LLC 16160.01%0.04%0.10%Q4 2019Q3 202316
Samalin Investment Counsel, LLC 16160.88%2.14%3.09%Q4 2019Q3 202316
ESL Trust Services, LLC 16160.24%0.30%0.46%Q4 2019Q3 202316
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16160.00%0.15%0.22%Q4 2019Q3 202316
Maltin Wealth Management, Inc. 16160.15%0.56%1.03%Q4 2019Q3 202316
PETERSON WEALTH MANAGEMENT 16163.84%6.75%9.32%Q4 2019Q3 202316
Kore Private Wealth LLC 16162.43%4.25%6.35%Q4 2018Q3 202216
GHP Investment Advisors, Inc. 16160.03%0.03%0.04%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.23%0.37%0.96%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 161613.75%14.78%16.34%Q4 2019Q3 202316
CVA Family Office, LLC 16160.14%0.26%0.48%Q4 2019Q3 202316
Brightworth 1030.03%0.06%0.13%Q3 2017Q3 202216
Evergreen Advisors, LLC 920.20%8.82%18.51%Q4 2018Q3 202316
ANCHOR CAPITAL ADVISORS LLC 510.01%1.01%6.77%Q3 2013Q3 202316
GFG Capital, LLC 16160.08%0.43%1.32%Q4 2019Q3 202316
Outlook Wealth Advisors, LLC 1240.10%0.68%5.40%Q4 2018Q3 202316
SHAKESPEARE WEALTH MANAGEMENT, INC. 1420.12%0.29%0.58%Q3 2019Q3 202316
Cabot-Wellington, LLC 16160.10%0.20%0.48%Q2 2013Q1 201716
First Houston Capital, Inc. 16160.10%0.56%0.79%Q3 2013Q2 201716
Hyperion Capital Advisors LP 16160.14%0.24%0.38%Q4 2019Q3 202316
LETKO, BROSSEAU & ASSOCIATES INC 910.01%0.02%0.03%Q2 2013Q3 202316
Madison Asset Management, LLC 16161.15%1.38%2.47%Q4 2019Q3 202316
ADVISORY RESEARCH INC 810.01%0.06%0.23%Q4 2014Q3 202316
NuWave Investment Management, LLC 610.01%2.39%29.29%Q2 2013Q3 202016
Americana Partners, LLC 16160.82%1.40%1.92%Q4 2019Q3 202316
9258 Wealth Management, LLC 16160.25%0.31%0.36%Q4 2019Q3 202316
XML Financial, LLC 16160.18%0.29%0.64%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.22%0.36%0.57%Q4 2019Q3 202316
JACKSON SQUARE CAPITAL, LLC 16160.75%1.01%1.53%Q4 2019Q3 202316
Continuum Advisory, LLC 14140.18%0.27%0.43%Q2 2020Q3 202316
Carmichael Hill & Associates, Inc. 16160.00%0.02%0.16%Q4 2019Q3 202316
NINE MASTS CAPITAL Ltd 410.01%3.05%24.56%Q4 2014Q1 202216
Weatherstone Capital Management 410.02%4.56%14.56%Q2 2013Q4 201816
Meridian Wealth Partners, LLC 16160.07%0.11%0.25%Q4 2019Q3 202316
EPIQ PARTNERS, LLC 16161.11%1.87%4.97%Q4 2019Q3 202316
WASHBURN CAPITAL MANAGEMENT, INC. 161614.48%18.63%24.32%Q4 2019Q3 202316
Cordant, Inc. 16165.73%6.80%8.55%Q4 2019Q3 202316
Aurora Private Wealth, Inc. 16161.29%3.46%9.80%Q4 2019Q3 202316
Beacon Financial Advisory LLC 16161.37%1.70%1.97%Q4 2019Q3 202316
Powell Investment Advisors, LLC 16160.53%0.64%0.84%Q4 2019Q3 202316
Steigerwald, Gordon & Koch Inc. 1240.05%0.15%0.20%Q4 2018Q3 202316
IEQ CAPITAL, LLC 16163.93%5.65%11.82%Q4 2019Q3 202316
PSI Advisors, LLC 16160.13%0.26%0.45%Q4 2019Q3 202316
DERBY & COMPANY, INC 16160.40%0.56%0.76%Q4 2017Q3 202116
Anfield Capital Management, LLC 16166.90%13.22%19.58%Q4 2019Q3 202316
Sequent Asset Management, LLC 16160.13%1.41%3.99%Q4 2019Q3 202316
Engrave Wealth Partners LLC 16160.20%1.60%10.64%Q4 2019Q3 202316
Indie Asset Partners, LLC 16160.53%1.24%3.46%Q4 2019Q3 202316
Dempze Nancy E 1410.27%0.67%1.03%Q4 2015Q3 202216
Fernwood Investment Management, LLC 1510.21%0.34%0.87%Q3 2019Q3 202316
Hummer Financial Advisory Services Inc 161612.52%13.83%14.60%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.04%0.07%0.16%Q4 2019Q3 202316
Diameter Capital Partners LP 414.31%21.43%66.42%Q4 2017Q2 202316
TCTC Holdings, LLC 16160.01%0.03%0.09%Q4 2019Q3 202316
MARTIN & CO INC /TN/ 1510.09%0.76%2.19%Q2 2015Q4 202216
Aufman Associates Inc 16160.54%0.63%0.78%Q4 2019Q3 202316
Curtis Advisory Group, LLC 161615.82%24.75%34.87%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.97%2.10%3.32%Q4 2019Q3 202316
American Institute for Advanced Investment Management, LLP 16163.16%4.36%5.41%Q4 2019Q3 202316
Disciplined Investments, LLC 16160.86%1.22%1.58%Q4 2019Q3 202316
Wealth Alliance 16161.06%2.14%6.44%Q4 2019Q3 202316
SeaBridge Investment Advisors LLC 970.01%0.36%0.71%Q2 2013Q3 202316
Asset Allocation & Management Company, LLC 16160.82%1.63%3.09%Q4 2019Q3 202316
Oldfather Financial Services, LLC 16165.90%6.87%9.25%Q4 2019Q3 202316
PLIMOTH TRUST CO LLC 970.06%0.09%0.16%Q4 2017Q4 202116
Perennial Investment Advisors, LLC 16160.48%1.11%2.18%Q4 2019Q3 202316
ROVIN CAPITAL /UT/ /ADV 16161.06%1.92%3.07%Q4 2019Q3 202316
SENTINEL PENSION ADVISORS INC 16160.14%1.97%9.98%Q4 2019Q3 202316
Gleason Group, Inc. 16160.04%0.13%0.21%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.66%1.03%1.57%Q4 2019Q3 202316
Berkshire Hathaway 16160.01%0.01%0.01%Q4 2019Q3 202316
ROWLANDMILLER & PARTNERS.ADV 16160.05%0.07%0.09%Q1 2020Q4 202316
LifeSteps Financial, Inc. 161612.68%14.22%15.82%Q4 2019Q3 202316
Your Advocates Ltd., LLP 16160.45%0.53%0.62%Q4 2019Q3 202316
Holloway Wealth Management, LLC 1510.04%0.05%0.05%Q4 2017Q1 202216
RONALD BLUE & CO LLC 1330.01%0.06%0.11%Q2 2013Q2 201716
Monterey Private Wealth, Inc. 16160.29%0.39%0.60%Q4 2019Q3 202316
GREENWOOD CAPITAL ASSOCIATES LLC 1410.04%0.09%0.37%Q4 2018Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.28%0.34%0.50%Q4 2019Q3 202316
MDE Group 880.64%29.26%69.27%Q2 2013Q1 201516
Consolidated Planning Corp 16160.45%1.04%1.99%Q4 2019Q3 202316
KFA Private Wealth Group, LLC 16160.79%0.95%1.26%Q4 2019Q3 202316
Relyea Zuckerberg Hanson LLC 16161.94%2.22%2.87%Q4 2019Q3 202316
Berman Capital Advisors, LLC 16160.92%2.31%4.19%Q4 2017Q3 202116
CAROLINAS WEALTH CONSULTING LLC 16161.83%2.61%4.00%Q4 2019Q3 202316
NovaPoint Capital, LLC 16160.15%0.33%0.76%Q4 2019Q3 202316
Fore Research & Management, LP 918.01%24.17%49.61%Q2 2013Q1 201716
OKABENA INVESTMENT SERVICES INC 16160.05%3.27%6.36%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.57%0.87%1.20%Q4 2019Q3 202316
Aft, Forsyth & Sober, LLC 16163.45%7.29%9.31%Q4 2019Q3 202316
Ameraudi Asset Management, Inc. 16162.15%3.02%5.36%Q4 2019Q3 202316
Teramo Advisors, LLC 880.16%29.97%51.66%Q4 2021Q3 202316
PT ASSET MANAGEMENT, LLC 510.26%20.77%70.45%Q3 2015Q3 201816
MAGNOLIA CAPITAL MANAGEMENT LTD 161614.53%16.27%18.81%Q4 2019Q3 202316
Cooper Financial Group 15150.00%0.81%4.58%Q1 2020Q3 202316
TFO Wealth Partners, LLC 16160.00%1.57%2.91%Q4 2019Q3 202316
Great Point Wealth Advisors, LLC 16160.19%0.36%0.71%Q4 2018Q3 202216
Belmont Capital, LLC 16163.97%9.45%14.14%Q4 2019Q3 202316
Secure Asset Management, LLC 16160.13%0.30%1.37%Q4 2019Q3 202316
S.A. Mason LLC 16162.40%3.21%3.81%Q4 2019Q3 202316
Campbell Wealth Management 16160.14%0.15%0.22%Q4 2019Q3 202316
Vision Capital Management, Inc. 1510.05%0.06%0.09%Q4 2018Q2 202316
Blueshift Asset Management, LLC 740.05%3.37%8.57%Q4 2018Q3 202316
CFM WEALTH PARTNERS LLC 16160.46%0.77%1.13%Q4 2019Q3 202316
Comprehensive Financial Management LLC 16160.12%0.22%0.37%Q4 2019Q3 202316
ADVENT CAPITAL MANAGEMENT /DE/ 660.00%0.41%1.36%Q4 2014Q3 202316
Procyon Advisors, LLC 16160.67%2.13%3.59%Q4 2019Q3 202316
NEW YORK LIFE TRUST CO 16160.49%2.51%18.70%Q2 2013Q1 201716
Pavion Blue Capital, LLC 15150.78%1.22%2.06%Q1 2020Q3 202316
Venture Visionary Partners LLC 16163.24%5.00%9.71%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.41%0.53%0.70%Q4 2019Q3 202316
Quantbot Technologies LP 410.06%0.62%3.32%Q2 2013Q3 202316
Bay Rivers Group 16163.06%3.39%4.53%Q4 2019Q3 202316
EAGLE ASSET MANAGEMENT INC 310.00%0.03%0.11%Q4 2014Q3 202316
Single Point Partners, LLC 16160.89%2.31%11.01%Q4 2019Q3 202316
LWS Wealth Advisors, Inc. 16160.41%0.72%1.19%Q4 2019Q3 202316
PFG Private Wealth Management, LLC 16160.35%0.43%0.57%Q4 2019Q3 202316
Core Wealth Advisors, Inc. 16160.43%0.71%0.98%Q4 2019Q3 202316
Firestone Capital Management 16161.83%3.48%5.09%Q4 2019Q3 202316
Simplify Asset Management Inc. 10101.43%17.81%64.81%Q2 2021Q3 202316
North Fourth Asset Management, LP 710.13%12.70%36.76%Q1 2018Q3 202316
Marks Group Wealth Management, Inc 16160.05%0.18%0.42%Q4 2019Q3 202316
Bank of Marin 16161.06%1.24%1.46%Q4 2019Q3 202316
SWISS RE LTD 1519.77%33.90%56.12%Q3 2014Q1 202016
Wagner Wealth Management, LLC 1240.19%0.87%1.50%Q4 2017Q3 202316
Sage Mountain Advisors LLC 740.13%0.45%0.78%Q4 2020Q3 202316
GUARDIAN LIFE INSURANCE CO OF AMERICA 720.00%1.60%9.23%Q2 2013Q4 201916
Independent Family Office, LLC 16163.43%36.83%56.38%Q4 2019Q3 202316
Great Diamond Partners, LLC 16160.18%1.10%3.17%Q4 2019Q3 202316
CUE ADVISORY SERVICES, INC. 16160.54%1.57%2.65%Q4 2014Q3 201816
BEAM WEALTH ADVISORS, INC. 16160.68%1.81%3.08%Q4 2019Q3 202316
BLUESTEM FINANCIAL ADVISORS, LLC 16160.24%0.32%0.40%Q4 2019Q3 202316
Altus Wealth Management, LLC 15150.44%0.64%1.18%Q1 2020Q3 202315
Guild Investment Management, Inc. 610.40%10.48%32.88%Q4 2012Q4 201915
SECOR Capital Advisors, LP 740.18%8.98%25.76%Q1 2016Q1 201915
MALTESE CAPITAL MANAGEMENT LLC 410.06%1.77%7.04%Q2 2013Q3 202215
Braver Wealth Management, LLC 15153.76%7.22%12.35%Q2 2013Q4 201615
Lombard Odier Asset Management (Switzerland) SA 15150.24%0.69%1.33%Q1 2018Q3 202115
Platform Technology Partners 1051.28%4.03%6.78%Q4 2019Q3 202315
Virtus Fund Advisers, LLC 15150.01%0.02%0.04%Q2 2014Q4 201715
MSI Financial Services Inc 15150.86%2.49%3.76%Q2 2013Q4 201615
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 621.98%37.24%84.33%Q3 2014Q1 201915
Graypoint LLC 15153.74%4.90%6.46%Q1 2020Q3 202315
Burleson & Company, LLC 1320.06%1.92%6.39%Q1 2018Q4 202215
TAIYO LIFE INSURANCE CO 151510.05%23.65%29.12%Q1 2020Q3 202315
Family Firm, Inc. 1140.12%0.15%0.17%Q4 2019Q3 202315
Elwood & Goetz Wealth Advisory Group, LLC 15150.20%0.24%0.32%Q1 2020Q3 202315
Parasol Investment Management, LLC 15157.64%10.64%20.61%Q3 2013Q1 201715
Avion Wealth 15150.01%0.02%0.03%Q1 2020Q3 202315
TCW GROUP INC 1010.04%0.40%0.66%Q4 2016Q3 202315
Triton Wealth Management, PLLC 15150.72%1.57%2.95%Q1 2020Q3 202315
LOEWS CORP 1310.02%0.25%0.82%Q3 2015Q4 202215
Fiduciary Group LLC 1410.00%0.20%0.34%Q4 2016Q3 202315
Platte River Wealth Advisors, LLC 1410.22%0.23%0.24%Q4 2019Q3 202315
ROSENBLUM SILVERMAN SUTTON S F INC /CA 15150.19%0.23%0.30%Q1 2020Q3 202315
Soundwatch Capital LLC 960.24%31.36%80.71%Q4 2019Q3 202315
Banco de Sabadell, S.A 15150.28%2.82%9.48%Q4 2017Q2 202115
Daniel Devine & Co 151517.19%20.69%24.04%Q4 2014Q2 201815
Xact Kapitalforvaltning AB 15150.01%0.20%0.34%Q3 2016Q1 202015
Clear Creek Financial Management, LLC 1010.33%1.28%2.33%Q3 2019Q3 202315
PrairieView Partners, LLC 15150.04%0.09%0.20%Q1 2020Q3 202315
Cedar Mountain Advisors, LLC 15150.03%0.05%0.06%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.84%0.99%1.33%Q1 2020Q3 202315
Arden Trust Co 870.07%0.34%2.65%Q2 2019Q4 202315
BlackRock Japan Co. Ltd 15150.05%0.46%0.65%Q2 2013Q4 201615
Perpetual Ltd 1320.06%3.53%7.83%Q1 2013Q2 201715
NORTHSTAR WEALTH PARTNERS LLC 15151.73%3.53%6.63%Q1 2017Q3 202015
Compass Ion Advisors, LLC 1410.39%1.02%4.00%Q4 2019Q3 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.67%1.28%1.59%Q1 2020Q3 202315
WEBSTERROGERS FINANCIAL ADVISORS, LLC 12120.02%0.39%1.02%Q4 2020Q3 202315
Cornerstone Management, Inc. 15150.10%1.36%4.40%Q1 2020Q3 202315
CAPITAL INSIGHT PARTNERS, LLC 1230.14%0.79%1.14%Q4 2019Q3 202315
BANK OF STOCKTON 15150.10%0.18%0.29%Q1 2020Q3 202315
MATHER GROUP, LLC. 15150.02%0.11%0.17%Q1 2020Q3 202315
Columbia Trust Co 01012016 1230.22%0.32%0.60%Q4 2019Q3 202315
BHK Investment Advisors, LLC 15150.13%0.46%1.06%Q1 2020Q3 202315
EisnerAmper Wealth Management Corporate Benefits, LLC 15150.14%0.17%0.27%Q2 2020Q4 202315
Zions Bancorporation 15150.05%0.40%1.48%Q1 2015Q3 201815
DIXON HUBARD FEINOUR & BROWN INC/VA 15150.05%0.20%0.58%Q4 2018Q2 202215
TCG Advisory Services, LLC 830.02%0.68%1.52%Q4 2020Q3 202315
HIGH POINT BANK & TRUST CO 15155.80%7.49%9.29%Q2 2013Q4 201615
WP Advisors, LLC 910.09%0.42%1.46%Q2 2018Q3 202315
GeoSphere Capital Management, LLC 312.66%21.60%67.38%Q3 2013Q3 202315
HARTFORD INVESTMENT MANAGEMENT CO 1310.00%1.82%9.74%Q1 2015Q3 202015
Aft, Forsyth & Sober, LLC 15151.02%12.12%17.84%Q2 2013Q4 201615
Mattern Wealth Management LLC 1410.12%0.18%0.53%Q4 2019Q3 202315
IBEX WEALTH ADVISORS 710.11%0.83%1.59%Q3 2016Q4 202215
DAVIDSON INVESTMENT ADVISORS 1210.02%0.06%0.30%Q1 2016Q3 202315
SHINE INVESTMENT ADVISORY SERVICES INC 15150.29%0.34%0.40%Q1 2017Q3 202015
INVESTMENT ADVISORY SERVICES INC /TX /ADV 1050.62%0.88%1.26%Q4 2019Q3 202315
Retirement Group, LLC 1410.17%1.72%5.59%Q4 2019Q3 202315
Vestmark Advisory Solutions, Inc. 1110.01%0.07%0.28%Q1 2019Q2 202315
Tiller Private Wealth, Inc. 15150.24%9.80%13.79%Q1 2020Q3 202315
LifePlan Financial Group, Inc 1140.01%0.10%0.22%Q2 2013Q3 202015
Bain Capital Public Equity Management II, LLC 520.01%1.74%5.60%Q2 2019Q2 202315
Atom Investors LP 710.18%3.87%17.27%Q1 2020Q3 202315
FSA Wealth Management LLC 1050.12%0.25%0.31%Q4 2019Q3 202315
RMR Wealth Builders 1410.74%1.30%1.74%Q4 2019Q3 202315
RAMSEY QUANTITATIVE SYSTEMS 14127.73%86.23%100.00%Q4 2019Q3 202315
Sather Financial Group Inc 15150.06%0.08%0.10%Q1 2020Q3 202315
American Financial Advisors, LLC 1410.04%0.11%0.22%Q1 2019Q3 202315
Highlander Capital Management, LLC 15150.06%0.10%0.17%Q1 2020Q3 202315
Carl P. Sherr & Co., LLC 870.37%0.55%0.59%Q4 2019Q3 202315
BT Wealth Management LLC 15151.77%4.95%11.24%Q4 2018Q2 202215
PACES FERRY WEALTH ADVISORS, LLC 13130.01%1.58%2.05%Q3 2020Q3 202315
Maven Securities LTD 850.02%1.78%10.36%Q1 2020Q3 202315
Schechter Investment Advisors, LLC 880.01%0.90%2.56%Q4 2021Q3 202315
Nichols Asset Management LLC 15150.35%1.34%5.22%Q2 2013Q4 201615
WESCAP Management Group, Inc. 15150.47%0.78%1.01%Q1 2020Q3 202315
TOMS Capital Investment Management LP 5411.22%28.53%48.23%Q4 2018Q3 202315
Tahithromos, L.L.C. 1010.05%1.58%11.08%Q3 2013Q1 201815
AFFINIA FINANCIAL GROUP, LLC 151513.48%23.99%32.67%Q4 2019Q2 202315
Petrus Trust Company, LTA 15150.22%6.18%14.14%Q1 2020Q3 202315
Epstein & White Financial LLC 15150.17%0.42%0.89%Q4 2017Q2 202115
HHM Wealth Advisors, LLC 15150.03%0.06%0.08%Q1 2020Q3 202315
Rainier Group Investment Advisory LLC 1320.15%0.19%0.22%Q4 2016Q3 202015
SANTA BARBARA ASSET MANAGEMENT, LLC 810.01%0.11%0.66%Q2 2013Q1 201915
BKS ADVISORS, LLC 14140.00%0.36%0.52%Q4 2015Q1 201915
Sturgeon Ventures LLP 721.51%3.05%9.65%Q2 2019Q3 202315
Integre Asset Management, LLC 1310.20%1.10%1.77%Q4 2014Q4 201915
Terra Nova Asset Management LLC 1230.34%0.49%0.89%Q2 2018Q3 202315
KEELEY ASSET MANAGEMENT CORP 15150.04%0.27%1.47%Q2 2013Q4 201615
VisionPoint Advisory Group, LLC 720.12%8.07%32.92%Q4 2018Q3 202315
Jaffetilchin Investment Partners, LLC 1410.05%0.17%0.43%Q2 2016Q3 202315
Wellspring Financial Advisors, LLC 15154.44%5.13%5.60%Q1 2020Q3 202315
Souders Financial Advisors 15150.12%0.18%0.52%Q1 2020Q3 202315
Aprio Wealth Management, LLC 1054.78%8.25%14.07%Q4 2019Q3 202315
N.E.W. Advisory Services LLC 1410.06%0.11%0.14%Q4 2019Q3 202315
HANTZ FINANCIAL SERVICES, INC. 15159.29%10.02%10.59%Q1 2020Q3 202315
Employees Retirement System of Texas 1410.01%0.29%1.23%Q3 2015Q2 201915
Emerson Wealth, LLC 15152.68%3.00%3.51%Q4 2018Q2 202215
Moser Wealth Advisors, LLC 1320.01%0.02%0.02%Q4 2019Q3 202315
CENTRAL BANK OF BRAZIL 15150.00%0.00%0.00%Q4 2018Q2 202215
Bank Julius Baer & Co. Ltd, Zurich 15152.84%4.12%5.33%Q1 2020Q3 202315
Clarkston Capital Partners, LLC 15150.01%0.03%0.05%Q1 2020Q3 202315
HGI Capital Management, LLC 610.42%7.16%12.80%Q3 2017Q1 202315
Stevard, LLC 1052.49%7.55%30.00%Q4 2019Q3 202315
R. W. Roge & Company, Inc. 1410.18%0.21%0.26%Q4 2019Q3 202315
Symphony Financial, Ltd. Co. 15150.55%1.33%4.82%Q1 2020Q3 202315
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 710.02%2.37%8.27%Q4 2014Q3 202315
DIALECTIC CAPITAL MANAGEMENT, LP 810.39%6.49%27.66%Q1 2014Q2 201615
Hexagon Capital Partners LLC 13130.00%0.17%0.21%Q3 2020Q3 202315
Ziegler Capital Management, LLC 15150.08%0.61%1.92%Q1 2020Q3 202315
Boltwood Capital Management 15150.11%0.16%0.20%Q3 2018Q1 202215
Moneda S.A. Administradora General de Fondos 15150.38%2.01%7.02%Q1 2020Q3 202315
Advisors Preferred, LLC 920.00%0.81%11.63%Q3 2019Q3 202315
Delphi Private Advisors LLC 15150.74%1.31%2.09%Q4 2015Q2 201915
KANALY TRUST CO 15150.14%0.29%0.52%Q2 2013Q4 201615
Apella Capital, LLC 1230.22%0.46%1.18%Q1 2020Q4 202315
Advisor Group, Inc. 15151.16%1.53%2.29%Q2 2016Q4 201915
BOURGEON CAPITAL MANAGEMENT LLC 15150.03%0.19%0.27%Q1 2020Q3 202315
Rafferty Asset Management, LLC 15150.34%3.60%12.43%Q2 2013Q4 201615
CHICKASAW CAPITAL MANAGEMENT LLC 15150.04%0.05%0.06%Q1 2020Q3 202315
Silicon Hills Wealth Management, LLC 15150.54%3.10%6.07%Q4 2019Q2 202315
Spotlight Asset Group, Inc. 810.00%1.27%2.04%Q4 2019Q3 202314
Stockman Wealth Management, Inc. 1010.05%0.14%0.39%Q3 2016Q3 202314
Blue Zone Wealth Advisors, LLC 850.04%0.20%0.38%Q4 2019Q3 202314
Capital International Investors 1310.00%0.00%0.00%Q1 2020Q3 202314
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 630.02%0.83%4.26%Q2 2013Q3 202314
KCL Capital, L.P. 510.22%29.23%69.18%Q4 2018Q1 202314
CBIZ Investment Advisory Services, LLC 1130.02%0.35%2.37%Q4 2019Q3 202314
Ipswich Investment Management Co., Inc. 1210.05%0.13%0.17%Q1 2016Q3 202314
Northwest Bancshares, Inc. 14140.61%1.05%2.82%Q2 2020Q3 202314
AVIVA PLC 14140.21%0.32%0.41%Q2 2013Q3 201614
KORNITZER CAPITAL MANAGEMENT INC /KS 710.01%0.02%0.04%Q2 2016Q3 202314
Folger Hill Asset Management LP 810.08%4.43%28.32%Q4 2015Q1 201814
Westchester Capital Management, Inc. 14140.61%1.28%1.50%Q4 2013Q1 201714
Teamwork Financial Advisors, LLC 14140.20%0.41%0.65%Q2 2020Q3 202314
Blue Harbour Group 810.55%2.03%3.78%Q2 2014Q3 201814
OFI Advisors LLC 820.00%0.06%0.32%Q3 2011Q3 201514
Strategic Wealth Investment Group, LLC 14143.76%4.86%5.79%Q2 2020Q3 202314
BOARDMAN BAY CAPITAL MANAGEMENT LLC 311.87%7.17%19.21%Q2 2015Q2 202014
Napier Park Global Capital (US) LP 510.02%11.36%54.93%Q1 2014Q1 202214
Sunflower Bank, N.A. 14140.10%6.92%14.05%Q2 2020Q3 202314
AGF INVESTMENTS INC. 14140.00%0.02%0.04%Q4 2015Q1 201914
Parcion Private Wealth LLC 1310.02%0.13%0.44%Q4 2019Q3 202314
EXCHANGE TRADED CONCEPTS, LLC 1220.00%1.52%8.59%Q4 2019Q2 202314
Warberg Asset Management LLC 810.35%16.99%74.88%Q4 2020Q3 202314
Wealth Advisory Solutions, LLC 860.30%6.37%8.44%Q4 2019Q2 202314
ATLANTA CAPITAL MANAGEMENT CO L L C 610.00%0.01%0.03%Q2 2013Q2 202214
Briaud Financial Planning, Inc 1310.21%0.42%0.65%Q4 2019Q3 202314
Appaloosa Management 11110.08%8.18%26.38%Q2 2013Q4 201514
Gerstein Fisher 14140.04%0.11%0.30%Q2 2013Q3 201614
Benefit Street Partners LLC 320.02%39.35%82.42%Q4 2016Q2 202214
SPHINX TRADING, LP 910.01%3.15%24.08%Q4 2014Q4 202114
Probity Advisors, Inc. 820.09%0.17%0.27%Q4 2019Q3 202314
CATALYST PRIVATE WEALTH, LLC 14140.65%1.54%2.29%Q3 2020Q4 202314
FundX Investment Group, LLC 710.32%10.94%34.74%Q2 2013Q4 201914
Mizuho Bank, Ltd. 312.03%9.69%42.31%Q3 2013Q4 202014
RED CEDAR INVESTMENT MANAGEMENT, LLC 950.13%1.60%7.56%Q1 2020Q3 202314
Svenska Handelsbanken AB (publ) 1210.28%53.61%86.62%Q1 2017Q2 202314
55I, LLC 11110.00%0.31%0.70%Q1 2020Q3 202214
British Airways Pensions Investment Management Ltd 14142.09%5.75%20.47%Q4 2017Q1 202114
LBA Wealth Management, LLC 14140.94%1.20%1.51%Q4 2013Q1 201714
Ensign Peak Advisors, Inc 14140.00%0.18%0.53%Q4 2019Q1 202314
DeepCurrents Investment Group LLC 710.26%1.56%8.97%Q3 2020Q3 202314
Anandar Capital Management LP 770.34%14.88%40.01%Q4 2014Q2 201614
CAHILL FINANCIAL ADVISORS INC 1220.10%0.30%0.79%Q1 2018Q3 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.04%0.13%0.27%Q2 2013Q3 201614
Red Door Wealth Management, LLC 1130.11%0.28%0.52%Q4 2019Q3 202314
Altman Advisors, Inc. 1010.21%1.02%3.60%Q4 2017Q4 202214
Eversept Partners, LP 412.98%8.44%14.38%Q4 2017Q3 202314
Amida Capital Management II, LLC 660.09%5.79%20.94%Q1 2013Q2 201414
Costello Asset Management, INC 14140.14%0.22%0.51%Q2 2020Q3 202314
Atlas Private Wealth Advisors 14141.76%5.67%7.42%Q2 2020Q3 202314
ACIMA PRIVATE WEALTH, LLC 14140.19%0.21%0.24%Q4 2018Q1 202214
Provident Wealth Management, LLC 14140.12%0.37%2.49%Q2 2020Q3 202314
GoodHaven Capital Management 510.06%0.24%0.44%Q4 2014Q2 202114
MASON STREET ADVISORS, LLC 14140.23%2.18%6.64%Q2 2013Q3 201614
Birch Grove Capital LP 610.00%0.35%1.31%Q4 2018Q3 202314
Mayfair Advisory Group, LLC 14140.27%0.44%0.68%Q2 2020Q3 202314
Capital Research Global Investors 1310.00%0.00%0.00%Q1 2020Q3 202314
Berger Financial Group, Inc 12120.05%0.40%0.62%Q4 2020Q3 202314
ETF Portfolio Partners, Inc. 14140.12%0.25%0.35%Q2 2020Q3 202314
TRAN CAPITAL MANAGEMENT, L.P. 610.01%0.16%0.61%Q3 2013Q3 202314
Russell Investments Group, Ltd. 610.00%0.00%0.01%Q3 2017Q3 202314
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.08%1.55%2.98%Q4 2020Q3 202314
Wealthstreet Investment Advisors, LLC 14140.03%0.15%1.20%Q1 2018Q2 202114
Parametric Risk Advisors LLC 14140.56%1.62%3.35%Q2 2013Q3 201614
Wealth Quarterback LLC 610.39%0.56%0.85%Q1 1987Q3 202314
Capital World Investors 1310.00%0.00%0.00%Q1 2020Q3 202314
AF Advisors, Inc. 630.09%0.19%0.29%Q4 2019Q3 202314
Founders Financial Alliance, LLC 13130.04%1.79%2.25%Q3 2020Q3 202314
Archon Capital Management LLC 14143.67%14.22%28.25%Q2 2020Q3 202314
ALGERT GLOBAL LLC 1220.06%0.63%1.97%Q2 2016Q4 201914
Global Financial Private Capital, Inc 14140.00%2.69%4.20%Q1 2017Q2 202014
Advisor OS, LLC 14140.89%2.61%5.28%Q2 2020Q3 202314
GEODE CAPITAL MANAGEMENT, LLC 610.00%0.00%0.01%Q4 2013Q4 202114
ONE Advisory Partners, LLC 14140.36%0.90%3.27%Q2 2020Q3 202314
ARQ WEALTH ADVISORS, LLC 14140.18%0.53%0.74%Q2 2020Q3 202314
Tredje AP-fonden 14141.58%7.70%16.49%Q2 2020Q3 202314
Crestline Management, LP 410.03%1.06%2.84%Q3 2016Q3 202314
COZAD ASSET MANAGEMENT INC 14140.49%0.55%0.60%Q2 2020Q3 202314
Route One Investment Company, L.P. 614.40%18.73%40.92%Q3 2015Q3 202314
Granby Capital Management, LLC 12120.52%17.78%34.64%Q4 2020Q3 202314
Key FInancial Inc 1310.04%0.23%0.33%Q1 2020Q3 202314
ZEVIN ASSET MANAGEMENT LLC 1310.08%0.21%1.36%Q3 2014Q3 202314
Horizon Kinetics 630.00%0.67%8.71%Q2 2013Q4 201814
Sterling Global Strategies LLC 810.56%21.67%48.05%Q4 2014Q1 201913
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE 613.12%13.88%34.19%Q2 2014Q3 202213
UNITED BANK, INC. 13130.10%0.76%1.18%Q3 2014Q3 201713
Sumitomo Mitsui Trust Holdings, Inc. 730.00%0.02%0.06%Q3 2014Q4 202113
Atria Wealth Solutions, Inc. 770.00%0.70%1.37%Q1 2022Q3 202313
Affiance Financial, LLC 530.11%0.51%1.36%Q1 2015Q3 202313
CLEAR STREET LLC 660.00%12.00%22.46%Q2 2022Q3 202313
Humankind Investments LLC 12120.34%5.84%11.88%Q4 2020Q3 202313
Fore Capital, LLC 515.15%21.33%61.28%Q1 2018Q3 202313
Lokken Investment Group LLC 1210.99%1.38%1.79%Q1 2012Q3 202313
Axiom Investment Management LLC 510.33%0.64%1.38%Q4 2018Q4 202213
YHB Investment Advisors, Inc. 13130.89%1.08%2.04%Q3 2020Q3 202313
Cypress Wealth Advisors LLC 13130.29%1.25%2.32%Q2 2015Q2 201813
HC FINANCIAL ADVISORS INC 1210.32%0.35%0.46%Q1 2018Q2 202213
NEEDELMAN ASSET MANAGEMENT INC 13130.67%0.71%0.81%Q2 2013Q2 201613
Texan Capital Management 13130.35%0.75%2.01%Q4 2014Q4 201713
CGN Advisors LLC 13130.76%1.34%2.21%Q4 2020Q4 202313
Archon Partners LLC 13131.96%2.59%3.50%Q3 2020Q3 202313
BENNETT SELBY INVESTMENTS LP 13130.91%1.07%1.22%Q4 2020Q4 202313
Hoese & Co LLP 13137.10%9.96%18.36%Q4 2020Q4 202313
MKP Capital Management, L.L.C. 212.78%41.57%98.95%Q2 2013Q4 202213
VSR Financial Services, Inc. 13131.39%2.09%3.27%Q2 2013Q2 201613
IBM Retirement Fund 13130.11%0.65%3.06%Q2 2013Q2 201613
QUEST CAPITAL MANAGEMENT INC /ADV 13130.23%0.41%0.73%Q4 2018Q4 202113
Angeles Investment Advisors, LLC 13130.25%2.28%9.26%Q4 2018Q4 202113
McLean Asset Management Corp 13133.11%4.97%10.12%Q4 2020Q4 202313
Codex Capital, L.L.C. 13133.56%4.32%5.18%Q3 2020Q3 202313
Baron Financial Group, LLC 13138.75%9.56%10.70%Q3 2020Q3 202313
Berkshire Bank 131313.22%13.89%14.43%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.79%1.13%1.76%Q3 2020Q3 202313
TFC Financial Management, Inc. 13130.17%0.23%0.37%Q3 2020Q3 202313
Waratah Capital Advisors Ltd. 11110.78%20.58%39.42%Q1 2021Q3 202313
Investors Capital Advisory Services 13130.73%1.04%1.48%Q2 2013Q2 201613
BNC WEALTH MANAGEMENT, LLC 13130.65%1.19%1.68%Q3 2020Q3 202313
WFA of San Diego, LLC 1120.04%0.41%0.72%Q2 2020Q3 202313
Glaxis Capital Management, LLC 413.69%21.89%43.75%Q2 2016Q3 202313
Onyx Bridge Wealth Group LLC 12120.01%0.44%0.62%Q4 2020Q3 202313
Walkner Condon Financial Advisors LLC 13130.75%1.49%2.36%Q3 2020Q3 202313
HUDSON EDGE INVESTMENT PARTNERS INC. 13130.04%0.09%0.18%Q1 2014Q1 201713
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 13130.12%0.14%0.16%Q4 2019Q4 202213
Gunma Bank,Ltd. 510.88%3.52%7.88%Q3 2015Q1 202313
Point View Wealth Management, Inc. 13130.09%0.15%0.70%Q4 2017Q4 202013
Stonehearth Capital Management, LLC 13130.19%0.21%0.35%Q4 2020Q4 202313
Southern Wealth Management, LLP 13130.06%0.53%0.87%Q1 2020Q1 202313
Charter Oak Capital Management, LLC 12120.00%0.45%0.73%Q4 2020Q3 202313
GILL CAPITAL PARTNERS, LLC 13130.11%0.15%0.26%Q4 2020Q4 202313
Truadvice, LLC 13130.93%1.71%3.22%Q3 2020Q3 202313
Lomas Capital Management, LLC 911.29%4.46%10.20%Q1 2015Q3 202013
Davidson Capital Management Inc. 13134.76%16.85%30.24%Q4 2019Q4 202213
Stegner Investment Associates Inc. 13130.29%0.40%0.67%Q3 2020Q3 202313
CAMPBELL NEWMAN ASSET MANAGEMENT INC 610.02%0.10%0.29%Q4 2015Q1 202313
Orbimed Advisors 710.01%0.54%1.02%Q2 2013Q1 202013
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 1120.08%0.32%0.43%Q1 2015Q3 201913
CTC Alternative Strategies, Ltd. 410.72%17.19%40.95%Q2 2013Q3 201413
Columbia Pacific Advisors, LLC 411.42%2.89%5.74%Q2 2013Q3 201813
SOLARIS ASSET MANAGEMENT LLC 13130.12%0.41%0.71%Q4 2014Q4 201713
HC Advisors, LLC 1210.84%1.00%2.14%Q4 2019Q3 202313
Capital Wealth Alliance, LLC 1120.16%0.24%0.49%Q4 2019Q1 202313
Oxler Private Wealth LLC 12120.02%3.54%4.15%Q4 2020Q3 202313
Wiser Wealth Management, Inc 13130.23%0.29%0.36%Q4 2020Q4 202313
Hound Partners 710.29%3.64%11.54%Q2 2013Q2 202213
DCF Advisers, LLC 510.86%8.81%21.76%Q4 2019Q3 202313
ARVEST TRUST CO N A 851.37%2.82%3.85%Q2 2013Q3 202313
INVESTMENT MANAGEMENT OF VIRGINIA LLC 13130.06%0.33%1.41%Q1 2020Q1 202313
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1110.08%0.12%0.28%Q4 2014Q3 202313
Vontobel Holding Ltd. 12120.01%0.96%1.37%Q4 2020Q3 202313
Independent Portfolio Consultants, Inc. 850.10%0.34%0.76%Q1 2014Q2 201713
Summit Place Financial Advisors, LLC 13131.46%1.60%1.79%Q3 2020Q3 202313
Beta Wealth Group, Inc. 1120.19%0.67%3.09%Q4 2013Q3 202313
GENERAL ELECTRIC CO 13130.01%0.02%0.04%Q2 2013Q2 201613
Silver Lake Advisory, LLC 1010.13%0.18%0.24%Q3 2018Q2 202313
Lionsbridge Wealth Management LLC 630.30%8.21%20.03%Q4 2019Q3 202313
Truehand, Inc 13132.79%3.09%3.46%Q4 2018Q4 202113
CUTLER INVESTMENT COUNSEL LLC 13130.04%0.12%0.21%Q3 2020Q3 202313
RAYNOR GEOFFREY 13132.02%47.13%100.00%Q4 2017Q4 202013
Wealth Dimensions Group, Ltd. 12120.00%2.51%3.18%Q4 2020Q3 202313
Enterprise Trust & Investment Co 13136.53%8.72%10.51%Q2 2019Q2 202213
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 770.87%4.92%33.79%Q2 2020Q4 202113
Golden State Wealth Management, LLC 13132.22%2.96%4.64%Q1 2019Q1 202213
RDA Financial Network 1210.09%0.13%0.17%Q4 2019Q3 202313
ESSEX INVESTMENT MANAGEMENT CO LLC 13130.00%0.07%0.53%Q3 2020Q3 202313
Biltmore Capital Advisors LLC 13130.16%0.28%1.08%Q4 2018Q4 202113
Destiny Wealth Partners, LLC 920.00%0.23%0.73%Q4 2020Q3 202313
Covestor Ltd 880.00%0.07%0.60%Q4 2021Q3 202313
FUKOKU MUTUAL LIFE INSURANCE Co 810.10%1.14%3.10%Q1 2014Q4 202213
MILLER VALUE PARTNERS, LLC 710.01%0.53%1.18%Q4 2015Q4 202213
Foster Victor Wealth Advisors, LLC 13130.05%0.35%0.83%Q3 2020Q3 202313
OLD DOMINION CAPITAL MANAGEMENT INC 13130.26%0.83%1.00%Q3 2018Q3 202113
FIRST TRUST ADVISORS LP 810.00%0.00%0.00%Q1 2019Q3 202213
Daniels&Tansey,LLP 13130.08%13.61%24.07%Q3 2020Q3 202313
Blue Sky Asset Management, LLC 944.49%9.76%27.31%Q1 2017Q3 202013
JFG Wealth Management, LLC 1120.16%0.31%0.52%Q2 2020Q3 202313
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 1110.01%0.01%0.02%Q2 2013Q4 202213
CASTLEARK MANAGEMENT LLC 910.01%0.53%2.52%Q3 2013Q3 202213
Windsor Creek Advisors, LLC 131317.68%24.91%30.70%Q4 2018Q4 202113
BREITER CAPITAL MANAGEMENT INC 410.32%0.48%0.83%Q4 2017Q1 202213
Personal Wealth Partners 13132.96%3.35%4.02%Q1 2019Q1 202213
Sapphire Star Partners LP 13131.07%5.50%8.68%Q4 2015Q4 201813
InTrack Investment Management Inc 13131.66%1.89%2.17%Q4 2020Q4 202313
Bernardo Wealth Planning LLC 610.10%0.24%1.16%Q3 2019Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.56%0.66%0.81%Q3 2020Q3 202313
ROANOKE ASSET MANAGEMENT CORP/ NY 13130.11%0.13%0.14%Q3 2020Q3 202313
Stokes & Hubbell Capital Management, LLC 13130.09%0.11%0.12%Q1 2016Q1 201913
Main Street Financial Solutions, LLC 12120.03%1.07%2.49%Q4 2020Q3 202313
Orgel Wealth Management, LLC 1120.03%0.05%0.07%Q4 2017Q3 202313
CATAWBA CAPITAL MANAGEMENT /VA 13130.08%0.21%0.46%Q2 2015Q2 201813
McQueen, Ball & Associates Inc. 13130.40%0.53%0.70%Q4 2015Q4 201813
Bell Rock Capital LLC 13130.03%0.06%0.09%Q4 2016Q4 201913
FIRSTMERIT BANK N A TRUSTEE 13130.09%0.63%1.24%Q2 2013Q2 201613
Selective Wealth Management, Inc. 1030.01%0.53%1.29%Q3 2020Q4 202313
PARA ADVISORS LLC 6113.38%33.17%54.34%Q2 2013Q3 201613
Financial Gravity Asset Management, Inc. 510.00%0.73%2.28%Q2 2018Q3 202313
ARGONAUT CAPITAL MANAGEMENT CORP 995.69%45.31%88.61%Q2 2013Q2 201513
Newbridge Financial Services Group, Inc. 13130.16%0.52%1.10%Q3 2020Q3 202313
FORESTERS ASSET MANAGEMENT INC. 131313.96%19.06%24.10%Q2 2016Q2 201913
GPS Wealth Strategies Group, LLC 13131.90%2.72%4.00%Q3 2020Q3 202313
Congress Park Capital LLC 810.03%1.12%5.70%Q3 2018Q3 202313
Guidant Wealth Advisors 13130.02%0.03%0.05%Q3 2016Q3 201913
Connecticut Wealth Management, LLC 13130.15%0.41%1.15%Q3 2020Q3 202313
CV Advisors LLC 880.45%34.91%59.75%Q4 2021Q3 202313
CORNERCAP INVESTMENT COUNSEL INC 510.03%0.04%0.06%Q4 2014Q1 202213
Virtue Capital Management, LLC 710.13%0.30%0.49%Q4 2017Q3 202113
IronBridge Private Wealth, LLC 12120.03%5.00%12.22%Q4 2020Q3 202313
Brevan Howard Capital Management LP 510.10%31.38%91.36%Q2 2013Q3 202313
Capco Asset Management, LLC 13130.02%0.07%0.17%Q3 2018Q3 202113
Landsberg, Bennett, & Dubbaneh LLC 12120.14%0.40%2.82%Q4 2018Q3 202112
Ken Stern & Associates, Inc. 12120.27%1.09%2.46%Q4 2015Q3 201812
Greenhouse Wealth Management, LLC 121233.85%36.88%37.83%Q4 2020Q3 202312
West Financial Advisors, LLC 121217.59%22.48%26.13%Q4 2020Q3 202312
Summit Financial, LLC 12120.11%2.14%3.28%Q4 2020Q3 202312
Madison Wealth Partners, Inc 12121.64%1.84%2.02%Q4 2020Q3 202312
Latitude Advisors, LLC 12122.24%5.33%11.77%Q4 2020Q3 202312
SIRIOS CAPITAL MANAGEMENT L P 910.00%0.39%2.31%Q3 2015Q2 202112
Alamar Capital Management, LLC 12120.22%0.73%0.92%Q4 2020Q3 202312
Vanguard Personalized Indexing Management, LLC 12120.03%0.07%0.17%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12121.78%3.10%4.30%Q4 2020Q3 202312
Frank, Rimerman Advisors LLC 12127.42%9.91%12.61%Q4 2020Q3 202312
Abacus Wealth Partners, LLC 12120.51%1.18%2.34%Q4 2020Q3 202312
Round Rock Advisors, LLC 12121.22%1.56%2.03%Q4 2020Q3 202312
Colony Family Offices, LLC 12121.24%2.01%3.88%Q4 2020Q3 202312
Spring Creek Investment Management, LLC 121220.59%29.75%48.55%Q4 2018Q3 202112
INDEPENDENT INVESTORS INC 12120.16%0.17%0.19%Q4 2020Q3 202312
BIEGEL & WALLER LLC 12120.14%0.21%0.33%Q4 2016Q3 201912
TriaGen Wealth Management LLC 12120.24%0.41%0.72%Q4 2020Q3 202312
HANSEATIC MANAGEMENT SERVICES INC 1020.01%1.83%4.02%Q2 2013Q3 202112
Castleview Partners, LLC 810.00%3.46%7.23%Q1 2018Q3 202312
Kowal Investment Group, LLC 12120.27%1.77%2.68%Q4 2020Q3 202312
Boundary Creek Advisors LP 885.98%46.20%81.25%Q4 2021Q3 202312
Meiji Yasuda Life Insurance Co 810.81%5.52%9.02%Q3 2016Q3 202312
SCHRODERS IS Ltd 1113.99%10.17%24.77%Q1 2017Q1 202012
Elk River Wealth Management, LLC 12120.29%0.82%2.11%Q4 2020Q3 202312
Beacon Wealthcare LLC 12120.28%0.36%1.01%Q1 2021Q4 202312
PALLADIEM, LLC 12121.34%2.45%3.86%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.10%0.15%0.33%Q4 2020Q3 202312
Safeguard Investment Advisory Group, LLC 12121.34%3.83%8.09%Q4 2020Q3 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12120.12%0.24%0.38%Q4 2020Q3 202312
TIAA Kaspick, LLC 121218.98%41.57%64.15%Q4 2018Q3 202112
Honeycomb Asset Management LP 312.18%8.39%18.18%Q1 2017Q4 202112
Waterfront Wealth Inc. 12120.90%1.17%1.70%Q4 2020Q3 202312
Cornerstone Advisors, LLC 930.38%1.01%2.85%Q4 2019Q2 202312
Brown Financial Advisory 12120.19%0.22%0.26%Q4 2020Q3 202312
Curated Wealth Partners LLC 12123.16%5.90%9.27%Q4 2020Q3 202312
Curran Financial Partners, LLC 12120.45%0.57%0.80%Q4 2020Q3 202312
Gresham Partners, LLC 757.34%19.42%73.56%Q4 2014Q1 202012
Candlestick Capital Management LP 932.63%5.41%11.20%Q4 2019Q3 202312
Red Wave Investments LLC 12120.13%0.31%0.62%Q4 2020Q3 202312
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 930.08%0.09%0.11%Q4 2014Q4 201712
Motley Fool Wealth Management, LLC 610.00%0.25%0.62%Q1 2015Q4 202212
DB Wealth Management Group, LLC 12121.42%2.21%3.24%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.12%0.23%0.29%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12121.23%1.34%1.48%Q4 2020Q3 202312
MATLINPATTERSON GLOBAL ADVISERS LLC 910.55%7.69%25.26%Q2 2013Q1 201612
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 820.04%0.28%1.03%Q2 2020Q3 202312
JOYN Advisors, Inc. 510.01%0.10%0.18%Q4 2014Q4 201912
Kathmere Capital Management, LLC 750.05%0.11%0.19%Q4 2019Q1 202312
OPTIONS SOLUTIONS, LLC 880.52%1.35%3.89%Q4 2021Q3 202312
MOSELEY INVESTMENT MANAGEMENT INC 610.15%0.25%0.48%Q1 2019Q3 202212
Johnson Midwest Financial, LLC 12120.03%6.78%22.27%Q4 2020Q3 202312
Palumbo Wealth Management LLC 12124.73%6.47%9.58%Q4 2020Q3 202312
Professional Financial Advisors, LLC 910.03%0.52%3.55%Q4 2019Q3 202312
Peninsula Wealth, LLC 840.06%0.35%3.20%Q4 2019Q3 202312
Resolute Advisors LLC 12120.12%0.53%1.74%Q4 2020Q3 202312
Weaver C. Barksdale & Associates, Inc. 750.01%1.44%9.68%Q2 2013Q4 201612
Atlas Private Wealth Management 1110.10%0.15%0.23%Q4 2019Q4 202212
CALIBER WEALTH MANAGEMENT, LLC 12120.78%9.14%14.82%Q4 2020Q3 202312
Montis Financial, LLC 12122.01%2.68%3.01%Q4 2020Q3 202312
PartnerRe Asset Management CORP 12120.90%5.57%18.10%Q2 2013Q1 201612
Sterling Financial Planning, Inc. 12120.60%0.71%0.85%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.52%0.57%0.63%Q4 2020Q3 202312
Prosperity Planning, Inc. 12121.12%1.66%2.67%Q4 2020Q3 202312
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 610.01%0.36%0.74%Q4 2016Q3 202212
Everhart Financial Group, Inc. 12120.29%0.36%0.47%Q4 2020Q3 202312
Shaker Financial Services, LLC 510.34%3.21%12.60%Q3 2019Q3 202312
JENNISON ASSOCIATES LLC 510.00%0.05%0.23%Q2 2013Q4 202012
TTP Investments, Inc. 840.19%0.35%0.57%Q4 2017Q3 202312
First Eagle Investment Management, LLC 1010.00%0.07%0.20%Q1 2014Q1 202312
Marotta Asset Management 720.10%0.15%0.27%Q4 2019Q4 202312
Sovereign Financial Group, Inc. 12125.20%7.00%10.20%Q4 2020Q3 202312
MCDONALD PARTNERS LLC 12120.12%0.98%1.18%Q4 2020Q3 202312
360 Financial, Inc. 12120.31%0.65%1.10%Q3 2020Q2 202312
Cambridge Financial Group, Inc. 710.02%0.28%1.23%Q4 2019Q3 202312
TD Securities (USA) LLC 12120.01%9.81%57.20%Q2 2013Q1 201612
Legacy Wealth Planning, LLC 12120.42%0.63%0.88%Q4 2019Q3 202212
COLLECTIVE FAMILY OFFICE LLC 12121.86%2.57%3.88%Q4 2020Q3 202312
Towerpoint Wealth, LLC 12120.96%1.18%1.44%Q4 2020Q3 202312
CORRADO ADVISORS, LLC 910.07%0.54%0.89%Q1 2015Q4 202212
Coho Partners, Ltd. 310.00%0.24%0.90%Q3 2017Q4 202212
SAX WEALTH ADVISORS, LLC 12121.57%2.26%3.91%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12121.31%1.49%1.92%Q4 2020Q3 202312
PHILLIPS FINANCIAL MANAGEMENT, LLC 610.27%0.48%0.74%Q2 2013Q3 202312
Orin Green Financial, LLC 12121.75%2.15%2.58%Q4 2020Q3 202312
TIEMANN INVESTMENT ADVISORS, LLC 12120.16%0.42%1.21%Q4 2020Q3 202312
Interchange Capital Partners, LLC 740.07%1.27%3.15%Q4 2020Q3 202312
COWA, LLC 12121.03%1.64%2.60%Q4 2020Q3 202312
Opal Wealth Advisors, LLC 12120.31%0.69%1.25%Q4 2020Q3 202312
DIVIDEND ASSETS CAPITAL, LLC 12120.01%0.03%0.07%Q4 2020Q3 202312
WNY Asset Management, LLC 12120.46%0.73%1.06%Q4 2020Q3 202312
Guardian Wealth Advisors, LLC 121211.71%13.40%21.71%Q4 2020Q3 202312
Pacific Wealth Management 121214.78%29.56%46.35%Q4 2020Q3 202312
JACOBS LEVY EQUITY MANAGEMENT, INC 1010.02%0.16%0.28%Q3 2015Q1 202312
Key Client Fiduciary Advisors, LLC 880.00%2.11%8.08%Q4 2021Q3 202312
State of Alaska, Department of Revenue 12120.00%0.06%0.29%Q4 2020Q3 202312
Weitz Investment Management 12120.00%0.00%0.00%Q4 2016Q3 201912
Merrion Investment Management Co, LLC 12122.49%3.35%4.13%Q4 2020Q3 202312
Levy Wealth Management Group, LLC 12120.28%0.36%0.48%Q4 2020Q3 202312
LaFleur & Godfrey LLC 1020.08%0.31%0.40%Q1 2015Q3 202312
Systematic Alpha Investments, LLC 12120.49%0.64%1.72%Q4 2020Q3 202312
Mariner Wealth Advisors-Cincinnati, LLC 12120.31%0.34%0.37%Q4 2015Q3 201812
Laird Norton Wetherby Trust Company, LLC 12120.17%0.30%0.64%Q4 2020Q3 202312
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. 933.37%6.75%12.54%Q2 2014Q2 201712
World Asset Management Inc 510.01%0.13%0.48%Q4 2014Q2 202112
High Note Wealth, LLC 12120.30%0.34%0.35%Q4 2020Q3 202312
AAF Wealth Management, LLC 12120.29%0.34%0.38%Q4 2020Q3 202312
Hunter Perkins Capital Management, LLC 740.04%0.39%0.95%Q4 2020Q3 202312
ADE, LLC 12120.26%0.33%0.38%Q4 2020Q3 202312
Thrive Capital Management, LLC 12120.32%1.00%3.38%Q4 2020Q3 202312
Trinity Financial Advisors LLC 121214.15%19.87%24.42%Q4 2020Q3 202312
Symmetry Investments LP 12120.44%3.86%8.78%Q4 2020Q3 202312
Pine Ridge Advisers LLC 121227.19%41.28%50.30%Q4 2020Q3 202312
Bulldog Investors, LLP 12120.18%0.49%1.94%Q4 2018Q3 202112
Retirement Solution Inc. 12120.15%0.20%0.30%Q4 2020Q3 202312
Kiwi Wealth Investments Limited Partnership 410.03%0.21%0.55%Q2 2018Q4 202212
TUCKER ASSET MANAGEMENT LLC 12120.14%14.63%24.83%Q4 2020Q3 202312
Colonial River Wealth Management, LLC 12120.16%0.82%7.04%Q4 2020Q3 202312
DEFINED WEALTH MANAGEMENT, LLC 12123.59%4.49%5.52%Q4 2020Q3 202312
Smith Anglin Financial, LLC 12122.05%2.89%4.06%Q4 2020Q3 202312
Annandale Capital, LLC 12120.80%2.99%5.13%Q4 2020Q3 202312
Capstone Triton Financial Group, LLC 12120.13%0.29%0.97%Q4 2020Q3 202312
Aaron Wealth Advisors LLC 12120.19%1.36%3.42%Q4 2020Q3 202312
Concord Wealth Partners 12120.10%0.18%0.27%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.41%0.46%0.54%Q4 2020Q3 202312
Lucia Wealth Services, LLC 12120.22%0.44%0.56%Q4 2017Q3 202012
FIR TREE CAPITAL MANAGEMENT LP 610.02%1.31%6.76%Q4 2013Q1 202312
Waypoint Wealth Partners Inc. 12120.15%0.22%0.39%Q4 2020Q3 202312
TrueWealth Advisors, LLC 12123.27%5.32%10.05%Q4 2020Q3 202312
Bellwether Advisors, LLC 12120.10%0.29%0.45%Q4 2020Q3 202312
Alerus Investment Advisors Corp 12122.06%4.46%7.59%Q2 2013Q1 201612
Lazard Freres Gestion S.A.S. 12120.46%0.64%1.03%Q4 2020Q3 202312
CHILDRESS CAPITAL ADVISORS, LLC 12122.63%5.50%12.69%Q4 2020Q3 202312
Itau USA Asset Management Inc. 12120.62%9.12%19.11%Q2 2013Q1 201612
BANTA ASSET MANAGEMENT LP 12121.03%1.55%1.91%Q4 2020Q3 202312
Signature Wealth Management Partners, LLC 12122.62%2.71%2.88%Q4 2020Q3 202312
Oder Investment Management, LLC 12124.73%5.78%7.49%Q4 2020Q3 202312
Capital CS Group, LLC 12120.80%1.42%4.32%Q4 2020Q3 202312
Source Financial Advisors LLC 12123.09%5.36%9.17%Q4 2020Q3 202312
MTM Investment Management, LLC 12121.74%1.89%2.40%Q4 2020Q3 202312
BAROMETER CAPITAL MANAGEMENT INC. 510.00%1.26%5.76%Q4 2014Q3 202212
ENCOMPASS WEALTH ADVISORS, LLC 12120.17%0.22%0.34%Q4 2020Q3 202312
Southern Farm Bureau Life Insurance 121214.22%24.42%30.38%Q4 2020Q3 202312
Camarda Financial Advisors, LLC 310.00%3.00%11.45%Q1 2014Q3 202312
WOLFF WIESE MAGANA LLC 12120.22%0.36%0.58%Q4 2020Q3 202312
Ten Capital Wealth Advisors, LLC 12120.06%0.24%0.48%Q3 2020Q2 202312
Synergy Asset Management, LLC 12120.08%0.28%0.43%Q4 2020Q3 202312
Castellan Group 12120.51%3.28%9.55%Q4 2020Q3 202312
Constitution Capital LLC 12120.19%0.24%0.33%Q4 2020Q3 202312
FIDUCIENT ADVISORS LLC 12120.54%3.36%7.14%Q4 2020Q3 202312
TruWealth Advisors, LLC 12120.30%0.37%0.48%Q4 2020Q3 202312
Wealthgate Family Office, LLC 121237.46%43.65%54.23%Q4 2020Q3 202312
COMMONWEALTH BANK OF AUSTRALIA 1110.02%0.05%0.12%Q2 2013Q1 201812
CastleKnight Management LP 615.08%21.22%43.08%Q4 2021Q3 202312
Custos Family Office, LLC 880.08%4.77%7.84%Q4 2021Q3 202312
Iron Horse Wealth Management, LLC 12120.03%2.20%6.30%Q4 2020Q3 202312
Hemington Wealth Management 12120.51%0.71%0.90%Q4 2020Q3 202312
Oak Harvest Investment Services 12120.14%0.20%0.28%Q4 2020Q3 202312
Price Wealth, LLC 12128.28%10.23%15.49%Q4 2017Q3 202012
Sandbox Financial Partners, LLC 12120.22%1.41%2.90%Q4 2020Q3 202312
Sorin Capital Management LLC 819.87%42.25%75.56%Q3 2015Q4 201712
Falcon Wealth Planning 12120.16%0.23%0.34%Q4 2020Q3 202312
Solitude Financial Services 12126.18%11.24%14.99%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.54%0.69%0.86%Q4 2020Q3 202312
Journey Advisory Group, LLC 12120.60%1.78%2.71%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.11%0.72%2.04%Q4 2020Q3 202312
Harbor Group, Inc. 12120.31%0.36%0.42%Q4 2020Q3 202312
Hudson Value Partners, LLC 12120.20%0.46%0.79%Q4 2020Q3 202312
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.39%0.75%1.42%Q4 2020Q3 202312
Financial Network Wealth Management LLC 12120.24%0.64%1.13%Q4 2020Q3 202312
4J Wealth Management LLC 12120.82%0.92%1.07%Q4 2020Q3 202312
Roth Financial Partners LLC 121216.28%18.11%19.50%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.05%0.06%0.16%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.38%0.46%0.61%Q4 2020Q3 202312
Marshall Financial Group LLC 12120.17%0.39%0.83%Q4 2020Q3 202312
Foster Group, Inc. 12120.04%0.06%0.10%Q4 2020Q3 202312
Chescapmanager LLC 410.98%15.64%23.66%Q1 2017Q1 202212
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 930.05%0.38%0.72%Q2 2013Q4 201612
ForthRight Wealth Management, LLC 12120.29%0.65%1.31%Q4 2020Q3 202312
EMERSON INVESTMENT MANAGEMENT, LLC 12120.10%0.23%0.38%Q2 2013Q1 201612
KAVAR CAPITAL PARTNERS GROUP, LLC 12120.20%0.22%0.25%Q4 2020Q3 202312
ASSET PLANNING CORPORATION 12120.50%0.66%0.88%Q4 2020Q3 202312
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 810.41%6.09%58.95%Q3 2013Q4 201512
MRA Advisory Group 12120.22%0.39%0.57%Q4 2020Q3 202312
Sightline Wealth Advisors, LLC 12122.68%3.17%3.61%Q4 2020Q3 202312
Laurel Wealth Planning LLC 12120.05%0.77%2.20%Q4 2020Q3 202312
Sterling Manor Financial, LLC 12120.76%2.17%9.14%Q4 2020Q3 202312
First Command Advisory Services, Inc. 310.00%0.00%0.01%Q4 2017Q3 202312
Wealth Management Partners, LLC 12121.48%1.83%2.11%Q4 2020Q3 202312
Rede Wealth, LLC 12121.10%1.82%2.45%Q4 2020Q3 202312
CoreFirst Bank & Trust 12120.95%1.06%1.25%Q4 2020Q3 202312
NewEdge Wealth, LLC 12121.82%2.56%5.10%Q4 2020Q3 202312
LCM Capital Management Inc 121214.07%14.94%15.82%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12127.77%11.83%14.15%Q4 2020Q3 202312
Artisan Partners Limited Partnership 410.00%0.12%0.27%Q4 2017Q1 202312
Altus Wealth Group LLC 12120.18%0.27%0.39%Q4 2020Q3 202312
Q Global Advisors, LLC 412.83%23.94%49.51%Q1 2018Q3 202312
TFG Asset Management GP Ltd 710.20%2.69%4.61%Q4 2014Q4 201812
Bronte Capital Management Pty Ltd. 11111.46%12.18%28.33%Q2 2019Q4 202112
Greenfield FTC, Inc. 121277.54%86.43%91.32%Q4 2020Q3 202312
Goepper Burkhardt LLC 12120.30%0.37%0.50%Q4 2020Q3 202312
Dai-ichi Life Insurance Company, Ltd 12120.93%3.85%5.41%Q4 2016Q3 201912
IVC Wealth Advisors LLC 12120.19%0.29%0.35%Q4 2020Q3 202312
Granger Management LLC 12125.14%22.71%35.76%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.16%0.26%0.37%Q4 2020Q3 202312
FINANCIAL MANAGEMENT NETWORK INC 12120.24%0.31%0.35%Q4 2020Q3 202312
Northwest Quadrant Wealth Management, LLC 12120.06%0.07%0.07%Q4 2020Q3 202312
United Bank 12120.13%0.15%0.18%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12121.58%1.74%1.96%Q4 2020Q3 202312
SkyView Investment Advisors, LLC 12120.52%1.01%2.45%Q4 2020Q3 202312
Facet Wealth, Inc. 12120.09%0.12%0.18%Q4 2020Q3 202312
SP Asset Management 12120.10%0.18%0.43%Q4 2019Q3 202212
Ameritas Investment Company, LLC 12120.79%1.79%5.03%Q4 2018Q3 202112
Twin Lakes Capital Management, LLC 12121.56%2.09%2.41%Q4 2020Q3 202312
RVW Wealth, LLC 12120.00%0.05%0.13%Q1 2021Q4 202312
Navis Wealth Advisors, LLC 12128.55%12.35%15.23%Q4 2020Q3 202312
NKCFO LLC 12120.17%0.27%0.45%Q3 2019Q2 202212
Oxinas Partners Wealth Management LLC 12121.14%1.97%4.01%Q4 2020Q3 202312
New Vernon Capital Holdings II LLC 12120.76%18.26%33.62%Q2 2016Q1 201912
Elo Mutual Pension Insurance Co 12122.95%10.59%13.90%Q1 2018Q4 202012
Baldrige Asset Management LLC 12120.10%0.12%0.15%Q2 2020Q1 202312
Sage Financial Management Group, Inc. 12120.21%1.18%8.25%Q4 2020Q3 202312
Coe Capital Management, LLC 650.10%0.45%1.02%Q4 2013Q2 202111
Wellington Shields & Co., LLC 710.04%0.09%0.18%Q4 2018Q3 202311
10-15 ASSOCIATES, INC. 710.06%1.11%2.01%Q4 2015Q3 202011
Evermore Global Advisors, LLC 926.81%17.56%30.18%Q4 2016Q3 201911
EMG Holdings, L.P. 990.00%6.69%19.10%Q3 2021Q3 202311
CABOT WEALTH MANAGEMENT INC 530.03%0.05%0.10%Q1 2018Q3 202311
Allston Trading LLC 410.00%17.88%99.99%Q2 2013Q3 201411
ARROWGRASS CAPITAL PARTNERS LLP 8117.93%40.83%81.84%Q2 2013Q4 201511
Eastover Investment Advisors LLC 11110.16%0.25%0.29%Q1 2021Q3 202311
BHF Kleinwort Benson Group S.A. 11110.10%0.44%1.01%Q2 2013Q4 201511
Healthcare Value Capital, LLC 522.91%12.77%26.80%Q2 2013Q3 201911
Cambria Investment Management, L.P. 1010.00%0.92%1.71%Q4 2014Q3 201911
Rotella Capital Management, Inc. 11110.38%3.03%5.82%Q2 2013Q4 201511
Centaur Capital 416.98%10.39%16.86%Q2 2013Q1 201811
Senator Investment Group LP 610.27%5.20%20.16%Q4 2018Q4 202211
Loeb Offshore Management LP 770.02%0.15%1.03%Q2 2013Q4 201411
Commonwealth Financial Services, LLC 1010.09%5.61%34.60%Q4 2014Q3 202311
Standard Investments LLC 810.52%17.34%43.72%Q2 2013Q2 202311
Smead Capital Management, Inc. 610.01%0.22%0.86%Q3 2015Q4 202111
New England Professional Planning Group Inc. 11110.16%0.21%0.28%Q1 2021Q3 202311
Hilton Capital Management, LLC 510.00%0.04%0.11%Q2 2016Q1 202211
Allegheny Financial Group LTD 1011.02%1.17%1.28%Q4 2020Q3 202311
NORTHSTAR ASSET MANAGEMENT INC 11110.20%0.30%0.34%Q1 2021Q3 202311
Night Owl Capital Management, LLC 920.08%0.18%0.42%Q1 2018Q4 202011
COMERICA SECURITIES INC 11110.95%1.16%1.99%Q2 2016Q4 201811
Symetra Life Insurance Co 11110.78%4.17%8.13%Q4 2015Q2 201811
Pineno Levin & Ford Asset Management, Inc. 11110.14%0.21%0.32%Q2 2019Q4 202111
FNY Partners Fund LP 660.00%0.59%4.14%Q4 2016Q1 201811
PIPER SANDLER & CO. 11116.35%21.65%81.84%Q4 2013Q2 201611
BW Gestao de Investimentos Ltda. 410.00%6.27%33.79%Q2 2014Q2 202311
WESTPAC BANKING CORP 710.00%0.01%0.11%Q2 2013Q4 201911
CINQUE PARTNERS LLC 11115.24%8.17%15.63%Q2 2013Q4 201511
BEACONLIGHT CAPITAL, LLC 210.65%5.14%11.01%Q3 2013Q3 202311
Ohio National Investments, Inc. 11112.75%3.27%4.03%Q2 2013Q4 201511
LVZ, Inc. 740.03%0.09%0.21%Q2 2020Q3 202311
Cutler Capital Management, LLC 11110.10%0.13%0.16%Q1 2021Q3 202311
DLD Asset Management, LP 913.75%35.13%65.96%Q1 2019Q4 202111
Hefren-Tillotson, Inc. 11110.38%1.06%1.36%Q4 2015Q2 201811
Silver Point Capital L.P. 412.53%23.28%73.80%Q3 2013Q3 202311
VALLEY FORGE ASSET MANAGEMENT, LLC 11110.22%0.39%1.00%Q2 2013Q4 201511
ATHERTON LANE ADVISERS, LLC 11110.19%0.24%0.42%Q2 2013Q4 201511
Select Equity Group, L.P. 610.00%0.37%3.29%Q4 2013Q4 202211
Weil Company, Inc. 740.27%1.40%4.66%Q4 2017Q3 202311
Impala Asset Management LLC 410.15%8.75%46.39%Q2 2013Q2 201911
Ally Financial Inc. 211.07%12.67%41.55%Q4 2014Q2 202211
Three Peaks Capital Management, LLC 830.06%0.33%0.79%Q4 2017Q3 202011
SEVEN LOCKS CAPITAL MANAGEMENT LP 743.56%22.50%44.76%Q4 2013Q3 201611
FIRST MERCANTILE TRUST CO 11111.12%1.19%1.28%Q2 2013Q4 201511
SHELL ASSET MANAGEMENT CO 11118.59%14.25%20.75%Q2 2013Q4 201511
CLARK FINANCIAL SERVICES GROUP INC /BD 510.36%11.28%26.78%Q2 2020Q3 202311
PRINCETON CAPITAL MANAGEMENT LLC 710.00%0.11%0.31%Q2 2013Q1 202211
Pacer Advisors, Inc. 310.00%0.46%2.73%Q1 2015Q1 202011
THORNBURG INVESTMENT MANAGEMENT INC 210.00%0.03%0.23%Q4 2013Q4 202011
PRIVATE MANAGEMENT GROUP INC 11110.01%0.02%0.03%Q3 2020Q1 202311
Seven Bridges Advisors LLC 11119.09%34.17%100.00%Q1 2016Q3 201811
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 510.02%0.25%1.82%Q4 2017Q4 202211
Lincoln Capital LLC 11110.06%0.07%0.11%Q1 2021Q3 202311
Ratio Wealth Group 920.17%0.22%0.25%Q4 2020Q3 202311
Donald L. Hagan, LLC 410.00%1.24%4.68%Q4 2014Q3 202311
PENN DAVIS MCFARLAND INC 740.05%0.08%0.10%Q3 2019Q3 202311
CT Financial Advisors LLC 1011.50%1.93%2.47%Q1 2014Q1 201711
MASTERS CAPITAL MANAGEMENT LLC 217.19%16.64%34.85%Q2 2015Q2 202311
Gruss & Co., LLC 510.73%15.43%93.32%Q4 2014Q4 202111
Prostatis Group LLC 830.16%1.27%5.55%Q1 2020Q2 202311
Hayden Royal, LLC 611.20%3.16%4.57%Q4 2018Q4 202111
HighTower Trust Company, N.A. 610.03%0.10%0.19%Q4 2014Q1 202311
SIMMONS FIRST TRUST CO NA 11112.56%3.83%5.69%Q2 2013Q4 201511
ABERDEEN ASSET MANAGEMENT PLC/UK 740.03%0.06%0.09%Q2 2013Q2 201711
Oak Grove Capital LLC 620.00%0.74%3.61%Q1 2018Q3 202311
Pinnacle Summer Investments, Inc. 11110.04%2.59%5.97%Q2 2013Q4 201511
Cassady Schiller Wealth Management, LLC 880.06%0.43%0.73%Q4 2021Q3 202311
Activest Wealth Management 111124.98%30.53%37.55%Q1 2021Q3 202311
Silver Rock Financial LP 614.19%34.26%73.92%Q4 2016Q4 202011
CYPRESS FINANCIAL PLANNING LLC 660.00%1.43%2.68%Q2 2022Q3 202311
First Bank & Trust 910.03%0.16%1.39%Q4 2017Q4 202211
Tandem Investment Advisors, Inc. 11110.02%0.04%0.07%Q1 2021Q3 202311
KB FINANCIAL PARTNERS, LLC 11110.18%0.30%0.44%Q1 2021Q3 202311
KENNICOTT CAPITAL MANAGEMENT LLC 11119.58%17.39%27.33%Q1 2021Q3 202311
Main Management Fund Advisors LLC 111113.71%35.48%43.07%Q1 2021Q3 202311
Fi3 FINANCIAL ADVISORS, LLC 11117.51%9.10%11.16%Q1 2021Q3 202311
Pallas Capital Advisors LLC 11110.08%0.77%2.09%Q1 2021Q3 202311
Hunting Hill Global Capital, LLC 210.42%3.03%8.57%Q3 2017Q2 202311
RIDGECREST WEALTH PARTNERS, LLC 11111.12%1.93%2.40%Q1 2021Q3 202311
Howard Capital Management Group, LLC 11116.12%6.61%7.17%Q1 2021Q3 202311
Summit Global Investments 11110.01%0.09%0.13%Q1 2021Q3 202311
Narus Financial Partners, LLC 740.28%0.49%0.62%Q4 2016Q3 202311
BRIDGES INVESTMENT COUNSEL INC/ 920.05%0.07%0.08%Q2 2013Q2 201611
Alaethes Wealth LLC 11110.25%0.38%0.66%Q1 2021Q3 202311
ACCESS FINANCIAL SERVICES, INC. 510.12%0.16%0.27%Q3 2017Q2 202211
Paradigm, Strategies in Wealth Management, LLC 11112.06%2.73%3.47%Q1 2021Q3 202311
EMFO, LLC 10100.39%2.76%3.83%Q2 2021Q3 202311
Fermata Advisors, LLC 11110.18%0.55%1.10%Q1 2021Q3 202311
Spire Wealth Management 11111.12%1.39%1.58%Q1 2021Q3 202311
Piscataqua Savings Bank 11110.23%0.28%0.30%Q1 2021Q3 202311
Gs Investments, Inc. 620.00%0.00%0.00%Q1 2019Q3 202311
Rollins Financial 830.67%0.99%1.56%Q4 2020Q3 202311
TRUEWEALTH LLC 11111.81%2.11%2.49%Q4 2017Q2 202011
Bell & Brown Wealth Advisors, LLC 410.10%0.16%0.22%Q4 2017Q1 202211
Squar Milner Financial Services LLC 11112.10%3.15%4.70%Q4 2017Q2 202011
Huber Financial Advisors, LLC 10100.01%0.27%0.84%Q4 2017Q1 202011
GRIES FINANCIAL LLC 11110.08%2.70%4.23%Q1 2021Q3 202311
Blue Chip Wealth Management, Inc. 11111.28%1.74%2.23%Q1 2018Q3 202011
Quad-Cities Investment Group, LLC 740.15%0.18%0.43%Q4 2020Q3 202311
Swaine & Leidel Wealth Services, LLC 1012.71%3.37%4.30%Q4 2018Q1 202211
MBA Advisors LLC 11110.64%1.04%1.48%Q1 2021Q3 202311
Robbins Farley 510.01%1.87%4.75%Q1 2021Q3 202311
INHERENT GROUP, LP 991.95%19.74%45.25%Q1 2021Q1 202311
Antara Capital LP 513.43%10.17%19.76%Q2 2020Q3 202311
Strategic Wealth Management Group, LLC 11110.74%0.92%1.09%Q4 2018Q2 202111
Nachman Norwood & Parrott, Inc 11110.14%0.20%0.25%Q4 2018Q2 202111
AIA Investment Management Private Ltd 111112.67%19.85%29.05%Q4 2017Q2 202011
Hudson Portfolio Management LLC 11111.02%1.25%1.42%Q1 2021Q3 202311
EASTERLY INVESTMENT PARTNERS LLC 610.00%0.19%0.80%Q3 2020Q2 202311
Hoover Financial Advisors, Inc. 11110.85%1.80%2.86%Q4 2018Q2 202111
Semmax Financial Advisors Inc. 1010.00%0.05%0.36%Q4 2018Q3 202311
Ferguson Shapiro LLC 1010.34%2.51%10.87%Q4 2019Q3 202311
Leelyn Smith, LLC 610.00%0.02%0.08%Q4 2019Q4 202211
OneAscent Financial Services LLC 710.10%1.98%7.99%Q3 2019Q3 202311
Marcum Wealth, LLC 11110.11%0.30%0.64%Q1 2021Q3 202311
tru Independence LLC 620.07%0.20%0.30%Q4 2019Q3 202311
Sierra Capital LLC 11110.93%2.04%3.40%Q1 2021Q3 202311
Beck Bode, LLC 610.06%0.28%1.01%Q3 2020Q3 202311
Cornerstone Retirement Group, Inc. 111138.43%46.25%51.83%Q1 2021Q3 202311
Laidlaw Wealth Management LLC 910.17%0.57%0.85%Q4 2019Q3 202311
Minot Wealth Management LLC 11111.74%3.61%5.81%Q4 2019Q2 202211
AAFMAA Wealth Management & Trust LLC 650.25%0.50%2.35%Q4 2020Q3 202311
Alhambra Investment Management LLC 11110.16%0.39%0.50%Q4 2019Q2 202211
MATTERN CAPITAL MANAGEMENT, LLC 11110.15%0.22%0.26%Q1 2021Q3 202311
Westshore Wealth, LLC 1018.32%15.15%22.22%Q4 2019Q2 202311
HYA Advisors, Inc 11110.24%0.33%0.41%Q4 2019Q2 202211
Grant/GrossMendelsohn, LLC 920.29%0.36%0.49%Q4 2020Q3 202311
Navalign, LLC 11110.27%0.38%0.49%Q1 2021Q3 202311
Lebenthal Global Advisors, LLC 741.62%6.18%11.84%Q4 2020Q3 202311
MTC Wealth Management LLC 111110.85%13.98%27.73%Q1 2021Q3 202311
State of Wyoming 11110.15%4.43%21.07%Q1 2021Q3 202311
Fullen Financial Group 11110.13%0.16%0.19%Q3 2020Q1 202311
CFS Investment Advisory Services, LLC 1010.16%0.26%0.58%Q4 2020Q3 202311
BCGM Wealth Management, LLC 11110.19%0.23%0.28%Q1 2021Q3 202311
Audent Global Asset Management, LLC 882.70%9.56%22.90%Q4 2021Q3 202311
Crew Capital Management, Ltd. 11110.37%0.50%0.61%Q1 2021Q3 202311
CMG Global Holdings, LLC 11114.06%6.29%10.66%Q1 2021Q3 202311
4Thought Financial Group Inc. 111120.66%23.15%25.79%Q1 2021Q3 202311
Kaizen Financial Strategies 921.42%5.11%8.92%Q4 2020Q3 202311
STABLEFORD CAPITAL II LLC 920.09%0.23%0.82%Q1 2020Q2 202311
Newton One Investments LLC 11110.15%0.38%0.48%Q1 2021Q3 202311
Lumature Wealth Partners, LLC 11110.09%0.12%0.20%Q4 2020Q2 202311
Fountainhead AM, LLC 11110.21%0.25%0.31%Q1 2021Q3 202311
Addison Advisors LLC 1010.26%0.35%0.50%Q4 2020Q3 202311
LMR Partners LLP 510.13%7.56%20.19%Q2 2019Q3 202310
Endurant Capital Management LP 411.31%8.63%23.70%Q1 2019Q2 202310
Context Capital Management, LLC 510.17%1.89%5.35%Q3 2015Q4 201810
Bordeaux Wealth Advisors LLC 710.14%0.29%0.62%Q4 2020Q3 202310
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10100.21%0.38%0.72%Q4 2017Q1 202010
U.S. Capital Wealth Advisors, LLC 990.02%1.47%2.96%Q3 2021Q3 202310
New England Investment & Retirement Group, Inc. 710.03%3.23%9.16%Q4 2015Q3 202110
Sassicaia Capital Advisers LLC 731.84%10.95%31.25%Q4 2020Q2 202310
LionEye Capital Management LLC 813.13%17.37%38.11%Q2 2013Q3 201510
Fairfield University 101057.37%65.58%72.40%Q4 2015Q1 201810
CANTOR FITZGERALD, L. P. 660.01%0.15%0.68%Q2 2022Q3 202310
City Financial Investment Co Ltd 770.05%3.02%13.90%Q1 2017Q3 201810
NORTH POINT PORTFOLIO MANAGERS CORP/OH 910.03%0.04%0.04%Q3 2018Q4 202210
Lake Point Wealth Management 520.00%2.27%4.49%Q4 2018Q2 202210
CFO4Life, L.P. 910.22%5.64%14.46%Q4 2014Q4 202210
STEELHEAD PARTNERS LLC 910.00%0.12%0.48%Q2 2013Q2 201610
MMA ASSET MANAGEMENT LLC 640.15%0.19%0.24%Q4 2020Q3 202310
SEIZERT CAPITAL PARTNERS, LLC 910.01%0.05%0.28%Q4 2015Q4 201910
Mader & Shannon Wealth Management, Inc. 310.15%6.63%12.82%Q1 2016Q2 202310
Sageworth Trust Co of South Dakota 10100.20%0.45%0.80%Q4 2020Q1 202310
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 10100.00%0.00%0.00%Q2 2021Q3 202310
Rock Point Advisors, LLC 910.10%0.11%0.13%Q1 2017Q4 201910
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 510.27%0.36%0.45%Q4 2020Q3 202310
MBL Wealth, LLC 7110.73%12.69%15.39%Q4 2020Q3 202310
Weyland Capital Management, LLC 10101.89%2.49%3.70%Q1 2014Q2 201610
Financial Avengers, Inc. 10100.02%0.08%0.12%Q1 2021Q2 202310
ARMOR ADVISORS, L.L.C. 518.02%31.61%85.28%Q1 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.46%0.64%1.10%Q1 2021Q3 202310
Allegis Investment Advisors, LLC 10100.14%0.33%0.59%Q4 2015Q1 201810
OLIVER LAGORE VANVALIN INVESTMENT GROUP 881.10%8.69%18.98%Q4 2021Q3 202310
SVB Investment Services Inc. 10101.09%1.38%2.13%Q4 2019Q1 202210
Triasima Portfolio Management inc. 10100.04%0.05%0.06%Q4 2020Q1 202310
Gateway Advisory, LLC 510.10%0.37%1.33%Q4 2015Q4 202210
Gramercy Funds Management LLC 310.03%6.27%21.95%Q2 2013Q2 202010
Orion Capital Management LLC 910.00%0.11%0.32%Q4 2020Q3 202310
Artal Group S.A. 810.96%5.47%10.10%Q2 2013Q1 201810
Financial Advantage, Inc. 910.06%0.13%0.16%Q3 2019Q2 202210
HHG & Company, LLC 730.40%1.31%2.08%Q2 2013Q1 201610
Tempus Wealth Planning, LLC 10100.62%0.85%1.13%Q2 2021Q3 202310
Diligent Investors, LLC 820.12%0.25%0.58%Q4 2014Q3 202310
Catalyst Capital Advisors LLC 510.00%0.64%4.92%Q2 2014Q3 202310
Sands Capital Management 810.00%0.12%0.26%Q1 2014Q3 201910
Rosenberg Matthew Hamilton 910.01%0.06%0.10%Q1 2020Q3 202210
TOKIO MARINE ASSET MANAGEMENT CO LTD 10100.39%1.24%2.72%Q2 2015Q3 201710
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 310.02%0.07%0.32%Q2 2013Q1 201910
Amici Capital, LLC 430.59%3.57%6.98%Q4 2013Q3 201510
VCU Investment Management Co 10102.53%19.17%37.83%Q4 2016Q1 201910
Aberdeen Wealth Management LLC 510.40%1.60%6.80%Q4 2019Q2 202310
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. 990.01%0.76%2.97%Q3 2021Q3 202310
Eagle Bay Advisors LLC 10100.02%0.28%0.62%Q2 2021Q3 202310
QVR LLC 210.79%8.86%25.98%Q2 2018Q2 202310
L2 Asset Management, LLC 510.04%5.15%20.75%Q4 2019Q4 202210
Kozak & Associates, Inc. 9114.85%25.80%32.95%Q4 2020Q3 202310
SPRINGOWL ASSOCIATES LLC 521.34%6.40%13.58%Q3 2016Q4 201910
Triumph Capital Management 10103.62%5.16%6.90%Q2 2021Q3 202310
Comprehensive Financial Consultants Institutional, Inc. 880.09%0.41%0.50%Q4 2021Q3 202310
Adams Chetwood Wealth Management LLC 10100.78%1.10%1.49%Q4 2019Q1 202210
Bridgewater Advisors Inc. 610.52%0.86%1.09%Q4 2013Q3 202310
LANSDOWNE PARTNERS (UK) LLP 210.05%0.21%0.39%Q2 2015Q2 201810
IMC-Chicago, LLC 410.04%2.83%16.30%Q3 2019Q3 202310
SWMG, LLC 640.27%0.45%0.75%Q4 2020Q2 202310
CITY NATIONAL BANK 10100.68%0.90%1.28%Q2 2013Q3 201510
Convergent Wealth Advisors 10101.54%2.21%3.96%Q2 2013Q3 201510
Clearshares LLC 431.06%2.01%2.76%Q4 2018Q4 202110
Taylor, Cottrill LLC 10100.12%0.14%0.19%Q3 2013Q4 201510
Worth Venture Partners, LLC 410.00%0.35%1.44%Q4 2016Q4 201810
VAUGHAN & Co SECURITIES, INC. 10100.24%0.42%0.70%Q2 2021Q3 202310
XY Capital Ltd 440.96%4.26%9.58%Q4 2022Q3 202310
Accurate Wealth Management, LLC 10100.42%1.27%2.43%Q2 2021Q3 202310
MID CONTINENT CAPITAL LLC/IL 10100.02%0.03%0.04%Q2 2013Q3 201510
SEAVIEW INVESTMENT MANAGERS LLC 820.03%3.72%5.55%Q3 2020Q3 202310
MAS Advisors LLC 880.11%4.96%9.09%Q4 2021Q3 202310
PIERSHALE FINANCIAL GROUP, INC. 410.00%0.04%0.17%Q3 2013Q2 202310
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 10100.14%0.51%0.99%Q4 2014Q1 201710
Accel Wealth Management 10100.01%0.01%0.01%Q4 2020Q1 202310
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 642.88%4.04%5.67%Q1 2021Q3 202310
BCK CAPITAL MANAGEMENT LP 510.00%0.00%0.00%Q4 2020Q3 202310
AdvicePeriod, LLC 10101.06%1.63%1.96%Q4 2017Q1 202010
Constellation Wealth Advisors, LLC 101013.65%18.27%21.79%Q2 2013Q3 201510
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 510.78%7.30%13.90%Q4 2013Q4 202110
Polianta Ltd 611.76%4.73%8.54%Q4 2016Q3 202310
SPX Gestao de Recursos Ltda 310.07%13.35%57.32%Q2 2017Q3 202310
MILLIE CAPITAL MANAGEMENT, LLC 10100.48%0.98%1.74%Q3 2015Q4 201710
FURE FINANCIAL CORP 910.00%5.19%7.72%Q4 2019Q2 202210
Antonetti Capital Management LLC 510.00%0.21%0.52%Q2 2010Q1 202310
Central Asset Investments & Management Holdings (HK) Ltd 211.73%7.20%13.07%Q4 2012Q3 202210
Cadent Capital Advisors, LLC 550.04%4.26%14.24%Q3 2022Q3 202310
SYMONS CAPITAL MANAGEMENT INC 10100.39%0.79%1.23%Q2 2017Q3 201910
Lester Murray Antman dba SimplyRich 820.09%0.14%0.15%Q4 2020Q2 202310
Crow Point Partners, LLC 990.15%0.67%2.64%Q4 2017Q4 201910
Better Money Decisions, LLC 10100.25%0.39%0.52%Q2 2021Q3 202310
Suncoast Equity Management 410.03%0.13%0.44%Q4 2016Q3 202310
MACRO Consulting Group 820.20%0.45%0.59%Q4 2018Q2 202110
MONEY CONCEPTS CAPITAL CORP 820.31%0.58%0.78%Q4 2020Q3 202310
Clear Perspectives Financial Planning, LLC 10100.95%1.33%1.74%Q4 2020Q1 202310
NEW YORK LIFE INSURANCE CO 6443.24%58.60%74.20%Q1 2017Q3 202310
Human Investing LLC 10100.00%0.00%0.01%Q4 2018Q1 202110
Stewardship Advisors, LLC 10100.10%0.13%0.16%Q2 2021Q3 202310
Syverson Strege & Co 10100.02%0.06%0.25%Q4 2020Q1 202310
Fortress Wealth Group, LLC 10104.06%4.77%5.78%Q2 2021Q3 202310
First Bancorp, Inc /ME/ 910.57%0.71%0.85%Q1 2021Q3 202310
Palo Capital, Inc. 910.54%0.75%1.07%Q4 2015Q4 201810
Planned Solutions, Inc. 430.16%0.20%0.34%Q3 2020Q2 202310
Schooner Investment Group, LLC. 910.13%2.00%5.64%Q1 2014Q3 201610
Gray Wealth Management Inc. 420.12%0.14%0.18%Q2 2020Q3 202310
Blue Barn Wealth, LLC 10100.22%0.29%0.38%Q2 2021Q3 202310
JTC Employer Solutions Trustee Ltd 10100.61%0.93%1.72%Q2 2021Q3 202310
Clearview Wealth Advisors LLC 10100.05%0.07%0.10%Q1 2021Q2 202310
BAKER BOYER NATIONAL BANK 810.37%0.57%1.88%Q1 2018Q3 202310
BlueCrest Capital Management LLP 550.10%10.76%34.30%Q2 2013Q2 201410
Forester Capital Management, LTD 10100.04%1.45%3.97%Q4 2013Q1 201610
RELATIONAL INVESTORS LLC 10100.17%2.23%6.46%Q2 2013Q3 201510
HIGHFIELDS CAPITAL MANAGEMENT LP 420.21%0.86%3.13%Q2 2013Q1 201910
Diversified, LLC 910.06%0.16%0.25%Q4 2020Q3 202310
Rockwood Wealth Management, LLC 430.04%0.11%0.19%Q4 2021Q3 202310
Faithward Advisors, LLC 610.05%0.12%0.33%Q3 2020Q3 202310
Corvex Management LP 210.09%9.91%37.18%Q3 2014Q3 202210
Rappaport Reiches Capital Management, LLC 10101.18%1.37%2.00%Q2 2021Q3 202310
WealthTrust Asset Management, LLC 10100.37%3.16%7.92%Q2 2021Q3 202310
MM Capital LLC 512.81%24.27%93.55%Q4 2017Q2 202010
Lakeshore Capital, LLC 10100.26%0.46%0.79%Q2 2013Q3 201510
Tamarack Capital Management, LLC 539.47%16.68%26.69%Q3 2013Q3 201510
Ascension Capital Advisors, Inc. 510.34%3.40%7.85%Q4 2019Q3 202310
Andromeda Capital LLC 550.00%4.51%16.97%Q2 2013Q2 201410
Bank of New Hampshire 10101.51%1.75%2.00%Q2 2021Q3 202310
Hoxton Financial, Inc. 10100.01%0.01%0.01%Q4 2013Q1 201610
One Wealth Advisors, LLC 410.01%0.07%0.26%Q4 2017Q4 202210
Ursa Fund Management, LLC 210.01%13.42%40.27%Q4 2016Q1 202310
Financial & Tax Architects, LLC 730.08%2.58%6.10%Q1 2021Q3 202310
AUGUSTINE ASSET MANAGEMENT INC 430.15%1.86%12.59%Q4 2013Q3 202310
FACTORY MUTUAL INSURANCE CO 610.25%2.12%4.83%Q1 2019Q3 202310
SMI Advisory Services, LLC 910.45%6.09%17.98%Q1 2021Q3 202310
Jetstream Capital LLC 621.34%42.64%79.13%Q3 2013Q3 20159
ORSER CAPITAL MANAGEMENT, LLC 990.23%0.40%1.12%Q4 2017Q4 20199
DOCK STREET ASSET MANAGEMENT INC 810.10%0.20%0.81%Q2 2017Q3 20239
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 210.29%4.18%10.53%Q1 2014Q3 20229
Olympiad Research LP 990.11%0.67%1.59%Q1 2020Q1 20229
Empirical Finance, LLC 610.05%0.90%1.90%Q4 2016Q3 20209
REINHART PARTNERS, LLC. 810.02%0.10%0.12%Q2 2013Q3 20159
Howard Capital Management Inc. 410.02%0.10%0.23%Q4 2017Q1 20239
One River Asset Management, LLC 440.00%2.75%22.38%Q4 2022Q3 20239
MSF Capital, LLC 720.12%0.42%2.30%Q2 2013Q3 20159
Freestate Advisors LLC 4213.11%41.36%69.46%Q1 2019Q3 20219
626 Financial, LLC 810.55%0.58%0.59%Q1 2021Q3 20239
LITTLEJOHN & CO LLC 310.00%0.43%2.04%Q1 2021Q1 20239
Israel Discount Bank of New York 990.04%0.17%0.39%Q1 2017Q1 20199
PROSPECTOR PARTNERS LLC 610.04%0.65%1.16%Q2 2013Q3 20179
Deane Retirement Strategies, Inc. 540.00%6.46%12.56%Q3 2016Q4 20189
Capital Group Private Client Services, Inc. 990.04%0.14%0.36%Q3 2021Q3 20239
Vista Private Wealth Partners. LLC 510.08%0.20%0.30%Q3 2017Q4 20219
Community Bank of Raymore 540.06%0.08%0.11%Q1 2021Q3 20239
Deep Field Asset Management LLC 7110.98%28.79%54.20%Q4 2018Q3 20229
Optiver US LLC 610.08%1.23%2.64%Q3 2017Q2 20209
FT Options LLC 510.01%0.13%0.54%Q1 2016Q3 20179
BANCORPSOUTH INC 720.02%0.04%0.05%Q4 2014Q3 20179
AKANTHOS CAPITAL MANAGEMENT LLC 210.26%11.05%37.96%Q2 2013Q2 20169
Appaloosa LP 510.08%9.99%57.60%Q1 2016Q2 20199
Stratos Investment Management, LLC 990.14%0.16%0.18%Q3 2021Q3 20239
Sky Investment Group LLC 990.46%0.49%0.52%Q3 2021Q3 20239
Financial Council Asset Management Inc 990.56%0.98%1.24%Q3 2021Q3 20239
HawsGoodwin Investment Management LLC 990.18%2.17%3.70%Q4 2019Q4 20219
Cougar Global Investments Ltd 990.00%12.11%23.77%Q1 2016Q1 20189
Badgley Phelps Wealth Managers, LLC 990.18%0.19%0.21%Q3 2021Q3 20239
Roberts Wealth Advisors, LLC 990.44%0.69%0.82%Q3 2021Q3 20239
Highmount Capital, LLC 998.80%11.42%15.81%Q2 2013Q2 20159
Bristol Gate Capital Partners Inc. 610.02%0.36%1.20%Q4 2019Q1 20239
Concentrum Wealth Management 210.03%1.09%2.95%Q4 2020Q3 20229
MOODY NATIONAL BANK TRUST DIVISION 630.00%0.56%0.98%Q3 2018Q3 20239
AM INVESTMENT STRATEGIES LLC 810.01%0.13%0.22%Q2 2020Q3 20239
Birchcreek Wealth Management, LLC 810.13%0.39%0.54%Q4 2020Q3 20239
Portfolio Strategies Inc 510.03%2.07%6.41%Q4 2013Q4 20179
Bridgewater Wealth & Financial Management, LLC 810.48%0.51%0.54%Q4 2014Q2 20179
Vickerman Investment Advisors, Inc. 990.13%0.38%0.53%Q3 2021Q3 20239
Boxwood Ventures, Inc. 9915.04%19.12%21.91%Q3 2021Q3 20239
BancFirst Trust & Investment Management 990.35%0.48%0.58%Q4 2021Q4 20239
Miramar Fiduciary Corp 540.96%9.31%23.56%Q4 2018Q3 20219
ARS Wealth Advisors Group, LLC 990.10%0.15%0.20%Q3 2021Q3 20239
Koss-Olinger Consulting, LLC 810.09%0.23%0.33%Q1 2021Q3 20239
McElhenny Sheffield Capital Management, LLC 990.58%4.30%12.16%Q3 2021Q3 20239
Curi Wealth Management, LLC 810.01%0.12%0.22%Q4 2020Q3 20239
Ackerman Capital Advisors, LLC 610.01%0.77%5.74%Q2 2017Q4 20199
MANAGED ACCOUNT ADVISORS LLC 990.07%0.12%0.17%Q2 2013Q2 20159
WC Walker & Associates, Inc. 990.66%0.92%1.76%Q4 2020Q4 20229
Navigation Wealth Management, Inc. 510.38%64.83%100.00%Q4 2020Q2 20239
Beacon Wealthcare, Inc 990.26%0.84%1.37%Q4 2018Q4 20209
McBroom & Associates, LLC 991.18%1.58%2.06%Q4 2021Q4 20239
Providence First Trust Co 990.85%1.25%2.42%Q3 2021Q3 20239
High Net Worth Advisory Group LLC 990.82%0.90%0.97%Q4 2021Q4 20239
MENLO ADVISORS LLC 610.11%0.36%0.58%Q4 2015Q3 20239
Centenus Global Management, LP 532.11%4.85%9.35%Q4 2017Q4 20199
Integrated Wealth Management 990.46%0.74%1.22%Q1 2015Q1 20179
Boston Common Asset Management, LLC 410.00%0.07%0.20%Q3 2013Q2 20209
Next Level Private LLC 880.25%3.69%5.39%Q4 2021Q3 20239
JANUS HENDERSON INVESTORS US LLC 430.00%0.02%0.04%Q2 2013Q1 20179
AMF Tjanstepension AB 990.50%0.53%0.57%Q4 2014Q4 20169
Sequoia Wealth Management, LLC 880.00%0.88%1.89%Q4 2017Q3 20199
Walker Asset Management, LLC 990.19%0.25%0.31%Q4 2021Q4 20239
Waypoint Capital Advisors, LLC 880.04%2.14%3.89%Q4 2021Q3 20239
Stonebridge Financial Planning Group, LLC 990.02%0.04%0.05%Q4 2019Q4 20219
Varma Mutual Pension Insurance Co 991.53%8.37%24.46%Q4 2017Q4 20199
Green Owl Capital Management, LLC 330.00%0.80%2.60%Q4 2014Q2 20169
ADVISORS MANAGEMENT GROUP INC /ADV 410.07%0.08%0.11%Q4 2017Q3 20239
TMD Wealth Management, LLC 990.09%0.36%0.88%Q3 2021Q3 20239
Bluesphere Advisors, LLC 610.22%0.31%0.37%Q4 2020Q3 20239
Rampart Investment Management Company, LLC 630.02%30.84%65.29%Q4 2014Q2 20179
FLAGSTAR ADVISORS INC 990.75%1.00%1.31%Q3 2021Q3 20239
Heard Capital LLC 610.08%0.56%1.86%Q1 2020Q3 20239
Forty4 Asset Management LLC 440.10%1.79%8.21%Q2 2013Q1 20149
Chemistry Wealth Management LLC 880.25%0.89%5.39%Q4 2021Q3 20239
Psagot Value Holdings Ltd. / (Israel) 990.24%1.46%2.56%Q3 2021Q3 20239
CEDAR CAPITAL, LLC 410.13%2.46%16.77%Q4 2015Q1 20199
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 810.59%3.34%16.85%Q4 2020Q1 20239
JUMP TRADING, LLC 330.68%18.24%44.41%Q2 2019Q4 20199
IMPACTfolio, LLC 990.20%0.28%0.39%Q4 2021Q4 20239
CAPITAL ONE FINANCIAL CORP 990.84%1.53%3.53%Q1 2020Q1 20229
Cerro Pacific Wealth Advisors LLC 810.42%0.65%1.31%Q4 2020Q1 20239
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 993.85%7.01%12.68%Q3 2021Q3 20239
QUATTRO FINANCIAL ADVISORS LLC 610.02%1.74%4.38%Q1 2017Q3 20239
CARDIFF PARK ADVISORS, LLC 880.04%2.78%3.47%Q4 2021Q3 20239
Lion Street Advisors, LLC 990.17%0.34%0.70%Q3 2021Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.05%0.19%0.31%Q4 2019Q3 20239
Bromfield Sneider Wealth Advisors 9918.04%23.08%29.60%Q4 2021Q4 20239
AWM CAPITAL, LLC 990.17%0.34%0.59%Q3 2021Q3 20239
PRECEPT MANAGEMENT LLC 310.09%13.96%31.46%Q1 2020Q3 20239
MANOR ROAD CAPITAL PARTNERS, LLC 516.37%28.40%50.66%Q4 2013Q2 20209
Sanford Advisory Services, LLC 990.32%0.42%0.49%Q4 2020Q4 20229
Agate Pass Investment Management, LLC 990.97%1.09%1.29%Q4 2021Q4 20239
Decatur Capital Management, Inc. 990.19%0.23%0.25%Q3 2021Q3 20239
Investors Financial Group, LLC 991.88%2.55%3.03%Q4 2019Q4 20219
True Link Financial Advisors, LLC 720.00%0.08%0.12%Q4 2020Q3 20239
Roof Eidam Maycock Peralta, LLC 990.14%0.32%1.07%Q3 2021Q3 20239
FIC CAPITAL INC 990.08%0.10%0.11%Q1 2015Q1 20179
LEO BROKERAGE, LLC 520.14%0.23%0.47%Q3 2020Q2 20239
Paragon Capital Management LLC 310.04%0.18%0.82%Q3 2015Q2 20229
Dentgroup LLC 990.46%0.51%0.60%Q4 2021Q4 20239
ADAMS DIVERSIFIED EQUITY FUND, INC. 310.24%1.03%3.12%Q2 2013Q2 20209
Corient Private Wealth LLC 440.00%0.44%1.04%Q4 2022Q3 20239
Chapman Investment Management, LLC 990.42%0.59%0.74%Q3 2021Q3 20239
McAlister, Sweet & Associates, Inc. 990.86%3.92%6.94%Q4 2021Q4 20239
Bickling Financial Services, Inc. 991.73%3.04%7.32%Q4 2020Q4 20229
BARING ASSET MANAGEMENT Ltd 520.02%0.14%0.34%Q3 2014Q3 20179
HARTLINE INVESTMENT CORP/ 810.08%0.38%2.71%Q4 2018Q3 20229
KETTLE HILL CAPITAL MANAGEMENT, LLC 541.01%1.92%3.01%Q2 2021Q3 20239
Point72 Middle East FZE 440.48%1.86%4.13%Q4 2022Q3 20239
LOWE BROCKENBROUGH & CO INC 990.72%0.75%0.82%Q3 2021Q3 20239
New Potomac Partners, LLC 990.02%0.03%0.05%Q4 2017Q4 20199
OptiFour Integrated Wealth Management, LLC 990.17%0.19%0.21%Q4 2017Q4 20199
Reservoir Operations, L.P. 990.27%0.32%0.37%Q4 2013Q4 20159
Berry Street Capital Management LLP 313.14%7.50%11.99%Q4 2020Q3 20239
ENDICOTT MANAGEMENT CO 510.76%30.93%67.81%Q1 2016Q1 20229
TODD ASSET MANAGEMENT LLC 310.02%0.10%0.22%Q4 2014Q2 20239
SUSQUEHANNA TRUST & INVESTMENT CO 991.14%1.28%1.40%Q2 2013Q2 20159
Beacon Capital Management, LLC 770.01%18.41%29.31%Q1 2022Q3 20239
Engineers Gate Manager LP 410.07%0.49%0.94%Q1 2015Q2 20239
HB Wealth Management, LLC 880.02%2.04%2.50%Q4 2021Q3 20239
Muzinich & Co., Inc. 520.05%8.14%20.37%Q4 2018Q3 20209
Portfolio Strategies, Inc. 990.44%0.64%0.78%Q4 2017Q4 20199
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 610.05%66.75%91.15%Q1 2018Q4 20219
Astoria Strategic Wealth, Inc. 810.09%0.13%0.18%Q4 2020Q3 20239
MADDEN SECURITIES Corp 710.05%0.18%0.33%Q4 2019Q4 20229
Ikarian Capital, LLC 513.96%8.63%18.42%Q1 2020Q3 20239
STONNINGTON GROUP, LLC 990.10%0.18%0.24%Q1 2021Q1 20239
Von Berge Wealth Management Group, LLC 880.00%0.67%0.80%Q4 2021Q3 20239
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 9927.71%28.20%29.02%Q4 2013Q4 20159
KLK CAPITAL MANAGEMENT LLC 540.34%3.73%6.37%Q2 2021Q3 20239
Stanford Investment Group, Inc. 990.16%0.23%0.30%Q4 2014Q4 20169
MARK ASSET MANAGEMENT LP 310.35%8.49%11.64%Q1 2019Q3 20229
NEIRG Wealth Management, LLC 770.00%3.89%7.11%Q4 2021Q2 20239
TNF LLC 990.89%1.03%1.20%Q3 2021Q3 20239
Stone House Investment Management, LLC 410.01%11.92%16.23%Q3 2020Q3 20239
Circle Road Advisors LP 996.23%9.70%17.41%Q4 2017Q4 20199
Harvest Fund Management Co., Ltd 630.04%0.17%0.35%Q4 2016Q3 20209
WFA Asset Management Corp 880.08%0.09%0.10%Q4 2021Q3 20238
OLYMPUS WEALTH MANAGEMENT, LLC 8818.26%23.21%30.84%Q4 2021Q3 20238
Delta Accumulation, LLC 441.23%1.66%2.26%Q4 2022Q3 20238
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 880.23%0.42%0.62%Q1 2014Q4 20158
TD Waterhouse Canada Inc. 881.08%1.14%1.24%Q4 2021Q3 20238
Sonora Investment Management Group, LLC 880.15%0.21%0.24%Q4 2021Q3 20238
Quantum Private Wealth, LLC 880.73%0.88%0.98%Q4 2021Q3 20238
GREENUP STREET WEALTH MANAGEMENT LLC 880.25%0.63%2.60%Q4 2021Q3 20238
Caerus Investment Advisors, LLC 883.50%7.09%8.36%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.27%0.64%2.31%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 882.96%4.87%6.32%Q4 2021Q3 20238
Hillview Capital Advisors, LLC 610.28%2.08%4.20%Q4 2014Q4 20178
W ADVISORS, LLC 881.90%2.02%2.13%Q4 2021Q3 20238
Eagle Strategies LLC 881.81%2.11%3.17%Q4 2021Q3 20238
Morton Capital Management LLC/CA 880.60%0.69%0.83%Q4 2021Q3 20238
SINECERA CAPITAL, LLC 881.40%1.57%1.76%Q4 2021Q3 20238
RUSSELL FRANK CO/ 620.00%0.01%0.06%Q2 2013Q2 20158
PFS Partners, LLC 880.07%0.09%0.13%Q4 2021Q3 20238
Industrial Alliance Investment Management Inc. 881.64%8.70%30.02%Q4 2021Q3 20238
Venator Capital Management Ltd. 419.02%16.50%22.27%Q1 2018Q2 20218
Citizens National Bank Trust Department 880.02%0.02%0.04%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 884.59%5.02%5.78%Q4 2019Q3 20218
AVAII WEALTH MANAGEMENT, LLC 880.23%0.27%0.33%Q4 2021Q3 20238
SAGE FINANCIAL GROUP INC 610.16%0.20%0.27%Q4 2013Q3 20238
Clientfirst Wealth Management, LLC 883.25%3.94%4.70%Q4 2021Q3 20238
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 8820.43%22.48%24.38%Q4 2021Q3 20238
Sterling Investment Counsel, LLC 880.96%1.47%2.02%Q4 2021Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 882.91%3.53%4.23%Q4 2021Q3 20238
FourThought Financial, LLC 880.11%0.13%0.16%Q4 2020Q3 20228
DENVER WEALTH MANAGEMENT, INC. 611.26%2.13%3.63%Q1 2021Q3 20238
Kerntke Otto McGlone Wealth Management Group 710.25%0.51%0.83%Q4 2019Q4 20218
Crawford Lake Capital Management, LLC 410.07%5.35%22.17%Q1 2018Q2 20228
HILL ISLAND FINANCIAL LLC 880.11%0.11%0.14%Q4 2021Q3 20238
Trust Co of Kansas 530.13%0.14%0.16%Q1 2021Q3 20238
Zullo Investment Group, Inc. 880.16%0.16%0.17%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 880.64%0.70%0.74%Q4 2021Q3 20238
BLODGETT WEALTH ADVISORS, LLC 880.92%1.10%1.21%Q4 2021Q3 20238
MONOGRAPH WEALTH ADVISORS, LLC 880.17%0.21%0.31%Q4 2021Q3 20238
Core Alternative Capital 881.72%2.18%2.71%Q1 2020Q4 20218
Operose Advisors LLC 881.74%2.13%3.28%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.93%1.23%1.76%Q4 2021Q3 20238
New Legacy Group, LLC 881.61%15.14%21.86%Q4 2021Q3 20238
FSC Wealth Advisors, LLC 880.66%6.89%17.29%Q4 2021Q3 20238
Amplius Wealth Advisors, LLC 880.66%0.71%0.76%Q4 2021Q3 20238
abrdn plc 880.00%0.01%0.03%Q3 2021Q2 20238
Geometric Wealth Advisors 880.37%0.96%3.61%Q4 2021Q3 20238
Pitti Group Wealth Management, LLC 883.35%4.86%5.39%Q4 2021Q3 20238
WEST BANCORPORATION INC 710.01%3.11%3.80%Q4 2019Q3 20238
Legend Financial Advisors, Inc. 530.04%2.51%10.84%Q1 2020Q3 20238
PRIMORIS WEALTH ADVISORS, LLC 880.78%1.09%1.47%Q4 2021Q3 20238
Disciplined Equity Management, Inc. 880.18%0.21%0.25%Q4 2021Q3 20238
Fortress Wealth Management, Inc. 880.40%0.50%0.70%Q4 2021Q3 20238
Gary Goldberg Planning Services Inc 880.07%0.14%0.22%Q1 2013Q4 20148
TigerShark Management, LLC 880.00%5.11%9.71%Q2 2013Q1 20158
Woodline Partners LP 710.74%3.20%5.63%Q1 2020Q1 20238
Lattice Capital Management, LLC 430.28%68.56%93.08%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.30%0.50%0.63%Q4 2021Q3 20238
Bank of Kentucky, Inc. 880.23%0.26%0.30%Q2 2013Q1 20158
HERBST GROUP, LLC 881.14%1.40%2.08%Q4 2021Q3 20238
Highlander Partners, L.P. 882.06%2.66%3.40%Q4 2021Q3 20238
MILLER WEALTH ADVISORS, LLC 880.14%0.21%0.34%Q4 2021Q3 20238
JOURNEY STRATEGIC WEALTH LLC 8812.14%24.25%29.98%Q4 2021Q3 20238
Highview Capital Management LLC/DE/ 882.22%3.92%5.18%Q4 2021Q3 20238
UNIONVIEW, LLC 883.45%3.79%4.00%Q4 2021Q3 20238
GIRARD SECURITIES, INC. 8811.13%11.96%14.14%Q4 2015Q3 20178
AIRE ADVISORS, LLC 880.24%0.29%0.34%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.28%0.33%0.39%Q2 2013Q1 20158
Gould Capital, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Keystone Financial Services 880.21%0.21%0.23%Q4 2021Q3 20238
CONSILIO WEALTH ADVISORS, LLC 880.59%0.89%1.38%Q4 2021Q3 20238
PVG Asset Management 710.57%2.56%3.88%Q4 2014Q4 20168
FSB PREMIER WEALTH MANAGEMENT, INC. 880.01%0.33%0.41%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.48%0.98%1.72%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.41%0.48%0.57%Q4 2021Q3 20238
ACCURATE INVESTMENT SOLUTIONS, INC. 620.00%0.07%0.37%Q3 2017Q1 20208
STEADFAST ADVISORS LP 310.40%3.81%11.44%Q4 2013Q1 20168
Sage Investment Advisers LLC 880.61%0.63%0.66%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.66%0.70%0.76%Q2 2013Q1 20158
COLRAIN CAPITAL LLC 710.18%0.42%0.72%Q4 2013Q4 20168
Houlihan Financial Resource Group, Ltd. 518.69%10.58%18.05%Q4 2019Q3 20238
SFG Wealth Management, LLC. 884.22%18.69%30.95%Q4 2021Q3 20238
Fiduciary Planning LLC 510.00%0.38%1.01%Q4 2019Q3 20238
WATER ISLAND CAPITAL LLC 610.00%0.02%0.06%Q2 2013Q4 20168
Boyd Wealth Management, LLC 880.59%0.68%0.86%Q4 2021Q3 20238
Sandy Cove Advisors, LLC 881.66%2.55%6.83%Q4 2021Q3 20238
BECK CAPITAL MANAGEMENT, LLC 610.09%0.36%0.95%Q4 2015Q3 20228
Opes Advisors Inc 530.28%0.44%0.68%Q4 2016Q4 20188
MRCap LP 511.33%19.38%47.21%Q1 2019Q3 20208
Blueprint Investment Partners LLC 880.40%0.86%1.32%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 888.88%9.40%10.09%Q4 2021Q3 20238
Starfox Financial Services, LLC 8810.00%11.56%14.16%Q4 2021Q3 20238
LEWIS CAPITAL MANAGEMENT, LLC 881.10%1.25%1.47%Q4 2021Q3 20238
Laraway Financial Advisors Inc 882.35%3.16%3.55%Q4 2021Q3 20238
Perfromance Wealth Partners, LLC 880.34%0.38%0.42%Q4 2021Q3 20238
Osborn Williams & Donohoe LLC 410.05%0.10%0.18%Q4 2013Q4 20198
Kearns & Associates LLC 883.98%4.40%5.00%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.21%0.30%0.38%Q4 2021Q3 20238
BARNES PETTEY FINANCIAL ADVISORS, LLC 880.61%0.75%0.94%Q4 2021Q3 20238
Allie Family Office LLC 8826.32%29.13%35.99%Q4 2021Q3 20238
KRAFT ASSET MANAGEMENT, LLC 880.65%0.80%1.10%Q4 2021Q3 20238
Onex Canada Asset Management Inc. 710.03%0.17%0.81%Q3 2018Q2 20228
Keystone Wealth Services, LLC 881.23%1.71%2.19%Q4 2021Q3 20238
INSIGHT 2811, INC. 210.06%0.40%1.26%Q2 2013Q3 20238
LIBRA WEALTH LLC 880.06%1.29%1.77%Q4 2021Q3 20238
YARGER WEALTH STRATEGIES, LLC 880.76%1.00%1.26%Q4 2021Q3 20238
Electron Capital Partners, LLC 410.96%11.91%22.87%Q2 2016Q3 20238
Paragon Advisors, LLC 210.23%2.55%7.29%Q1 2020Q3 20238
DIMENSIONAL FUND ADVISORS LP 880.01%0.01%0.01%Q2 2013Q1 20158
TI-TRUST, INC 880.74%0.84%0.99%Q4 2021Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.09%0.30%0.96%Q1 2019Q4 20208
Private Capital Management, LLC 530.06%0.26%0.47%Q4 2018Q3 20238
ELEFANTE MICHAEL B 880.66%0.80%1.01%Q4 2012Q3 20148
SPRING CAPITAL MANAGEMENT, LLC 881.27%1.48%1.65%Q4 2021Q3 20238
Taylor & Morgan Wealth Management, LLC 8811.97%14.31%17.43%Q4 2021Q3 20238
BCR Wealth Strategies, LLC 881.58%1.81%2.20%Q4 2021Q3 20238
Lodge Hill Capital, LLC 214.09%12.58%29.83%Q2 2015Q4 20228
RESOURCE CONSULTING GROUP INC 880.20%0.30%0.41%Q4 2021Q3 20238
LifeGuide Financial Advisors, LLC 880.41%0.54%0.60%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.05%1.06%1.66%Q4 2021Q3 20238
Henrickson Nauta Wealth Advisors, Inc. 880.92%1.08%1.25%Q4 2021Q3 20238
BOLTON LP 310.01%2.64%16.06%Q3 2013Q4 20158
WJ Wealth Management, LLC 620.15%0.77%2.80%Q3 2021Q3 20238
Leverty Financial Group, LLC 880.21%2.75%3.87%Q4 2021Q3 20238
AHL INVESTMENT MANAGEMENT, INC. 880.18%0.34%0.50%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.20%0.42%1.09%Q4 2021Q3 20238
TRIAD FINANCIAL ADVISORS, INC. 881.67%2.44%3.57%Q4 2021Q3 20238
Aristides Capital LLC 310.09%3.29%9.11%Q4 2019Q3 20238
RE Dickinson Investment Advisors, LLC 880.00%0.01%0.04%Q4 2021Q3 20238
C2C Wealth Management, LLC 880.89%1.02%1.15%Q4 2021Q3 20238
Objective Capital Management, LLC 885.34%5.86%7.48%Q4 2021Q3 20238
Penserra Capital Management LLC 420.01%0.08%0.27%Q4 2017Q2 20218
Trevian Wealth Management LLC 880.60%1.80%7.74%Q4 2021Q3 20238
Bill Few Associates, Inc. 880.66%0.72%0.79%Q4 2021Q3 20238
Warwick Investment Management, Inc. 884.47%5.23%6.15%Q4 2021Q3 20238
MAYPORT, LLC 880.53%0.65%0.82%Q4 2021Q3 20238
Empirical Asset Management, LLC 881.40%3.13%6.19%Q4 2021Q3 20238
Beaton Management Co. Inc. 880.17%0.38%0.50%Q4 2021Q3 20238
TKG Advisors, LLC 887.77%9.36%11.70%Q4 2021Q3 20238
Security Financial Services, INC. 880.83%1.01%1.23%Q4 2021Q3 20238
Level Financial Advisors, Inc. 880.12%0.15%0.22%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.12%0.13%0.14%Q4 2021Q3 20238
NORTHSTAR CAPITAL MANAGEMENT LLC 880.36%0.48%0.65%Q4 2017Q3 20198
Ascent Group, LLC 880.15%0.16%0.19%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.84%1.23%2.22%Q4 2021Q3 20238
Rinkey Investments 880.17%0.30%0.39%Q4 2021Q3 20238
Naviter Wealth, LLC 880.12%0.79%2.98%Q4 2021Q3 20238
Orbitronix, LP 880.63%2.97%9.72%Q1 2014Q4 20158
Manhattan West Asset Management, LLC 880.50%0.63%0.76%Q4 2021Q3 20238
SBB Research Group LLC 8810.97%16.52%24.78%Q4 2021Q3 20238
Epic Trust Investment Advisors, LLC 889.40%11.52%14.68%Q4 2021Q3 20238
RiverFront Investment Group, LLC 410.07%1.75%6.13%Q4 2008Q2 20138
CABANA LLC 880.03%0.07%0.18%Q3 2018Q2 20208
LOWERY THOMAS, LLC 882.75%4.63%5.90%Q4 2021Q3 20238
Quent Capital, LLC 881.22%1.48%1.69%Q4 2021Q3 20238
Mizuho Securities Co. Ltd. 880.00%3.36%18.63%Q4 2020Q3 20228
M. Kulyk & Associates, LLC 880.07%0.09%0.11%Q4 2021Q3 20238
Andalusian Capital Partners, LP 883.56%14.96%36.79%Q1 2014Q4 20158
Rainsberger Wealth Advisors, Inc. 880.15%0.18%0.21%Q4 2021Q3 20238
Kite Lake Capital Management (UK) LLP 880.22%46.88%85.67%Q4 2017Q3 20198
Kolinsky Wealth Management, LLC 885.42%6.83%7.71%Q4 2021Q3 20238
Royal Capital Wealth Management, LLC 883.37%5.40%10.59%Q4 2021Q3 20238
Heritage Investment Group, Inc. 880.82%1.39%2.48%Q4 2021Q3 20238
DBK Financial Counsel, LLC 887.27%7.59%7.79%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.58%0.62%0.71%Q1 2021Q3 20238
Consilium Wealth Advisory, LLC 880.55%0.65%0.78%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.12%0.25%0.39%Q4 2021Q3 20238
JCP Investment Management, LLC 880.29%0.37%0.51%Q4 2021Q3 20238
American Financial Network Advisory Services LLC 880.15%0.21%0.27%Q3 2017Q2 20198
McDonough Capital Management, Inc 880.59%0.61%0.65%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.66%0.76%0.84%Q4 2021Q3 20238
Asset Management Resources, LLC 880.20%0.35%0.49%Q4 2021Q3 20238
Pactiv General Employee Benefit Trust 622.73%44.65%100.00%Q4 2020Q4 20228
EUDAIMONIA ADVISORS LLC 880.22%0.25%0.27%Q4 2021Q3 20238
Lombard Odier Transatlantic Ltd 880.06%1.34%5.78%Q4 2014Q3 20168
Topel & Distasi Wealth Management, LLC 880.16%0.19%0.21%Q4 2021Q3 20238
NorthCoast Asset Management LLC 710.02%0.53%1.22%Q2 2019Q3 20218
Forum Financial Management, LP 880.13%0.19%0.28%Q4 2021Q3 20238
Ignite Planners, LLC 882.13%3.60%4.84%Q4 2021Q3 20238
Leeward Financial Partners, LLC 881.21%1.34%1.51%Q4 2021Q3 20238
Ibex Investors LLC 777.71%32.46%91.64%Q2 2021Q4 20228
DOPKINS WEALTH MANAGEMENT, LLC 880.33%1.04%1.91%Q4 2021Q3 20238
Lifeworks Advisors, LLC 880.86%1.88%5.66%Q4 2021Q3 20238
TRIANGLE PEAK PARTNERS, LP 880.59%2.56%5.70%Q4 2013Q3 20158
Strengthening Families & Communities, LLC 880.00%0.12%0.24%Q4 2021Q3 20238
Sigma Investment Management Co 710.17%0.30%0.39%Q1 2013Q3 20188
Mount Capital Ltd 881.94%5.25%15.37%Q4 2021Q3 20238
DB Fitzpatrick & Co, Inc 880.03%0.06%0.12%Q4 2021Q3 20238
Everett Capital Advisors UK LLP 3216.76%27.23%42.81%Q2 2017Q3 20198
Zweig-DiMenna Associates LLC 210.07%2.62%7.78%Q2 2013Q2 20238
ASB Consultores, LLC 881.50%8.78%14.96%Q4 2021Q3 20238
American Trust 880.37%0.46%0.54%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.51%0.66%0.81%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.63%2.11%3.40%Q4 2021Q3 20238
COASTLAND CAPITAL LLC 510.03%4.58%20.38%Q3 2013Q1 20158
UNITED MARITIME CAPITAL LLC 881.32%4.92%13.79%Q4 2020Q3 20228
SAC Capital Advisors LP 440.01%1.20%3.16%Q2 2013Q1 20148
Helen Stephens Group, LLC 882.07%2.46%3.57%Q4 2021Q3 20238
Jeereddi Investments, LP 443.01%18.34%45.04%Q4 2019Q4 20228
Montz Harcus Wealth Management LLC 8816.89%17.58%17.96%Q4 2021Q3 20238
PCG Wealth Advisors, LLC 883.11%3.83%5.43%Q4 2021Q3 20238
South Shore Capital Advisors 881.16%2.66%3.93%Q4 2020Q3 20228
Wick Capital Partners, LLC 880.37%1.15%2.03%Q4 2021Q3 20238
GoalVest Advisory LLC 610.01%0.19%0.34%Q4 2020Q4 20238
Autumn Glory Partners, LLC 882.43%3.06%4.12%Q4 2021Q3 20238
Straight Path Wealth Management 880.32%0.44%0.64%Q4 2021Q3 20238
KEB ASSET MANAGEMENT, LLC 880.21%0.28%0.38%Q4 2021Q3 20238
Cladis Investment Advisory, LLC 880.52%0.61%0.71%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.10%0.29%0.37%Q3 2021Q3 20238
Passaic Partners LLC 8841.67%49.23%57.53%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 881.24%1.38%1.49%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 883.06%4.09%4.94%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.17%0.21%0.26%Q4 2021Q3 20238
TECTONIC ADVISORS LLC 880.12%0.42%1.68%Q4 2020Q3 20228
Coury Firm Asset Management LLC 8813.26%15.57%18.19%Q4 2021Q3 20238
Granite Bay Wealth Management, LLC 880.39%6.24%21.56%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 880.58%0.63%0.70%Q4 2021Q3 20238
EAGLE ROCK INVESTMENT COMPANY, LLC 880.34%0.38%0.44%Q4 2021Q3 20238
SAXON INTERESTS, INC. 880.23%2.27%14.82%Q4 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 880.29%0.66%1.15%Q4 2021Q3 20238
BlackDiamond Wealth Management, LLC 881.05%1.43%1.96%Q4 2021Q3 20238
Threshold Group LLC 885.53%9.73%13.97%Q4 2015Q3 20178
Allspring Global Investments Holdings, LLC 880.03%0.10%0.19%Q4 2021Q3 20238
Pinnacle Financial Group, LLC / IL 884.33%5.50%7.24%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.24%0.28%0.30%Q4 2021Q3 20238
Wealthstream Advisors, Inc. 881.96%2.77%3.50%Q4 2021Q3 20238
White Knight Strategic Wealth Advisors, LLC 880.78%2.37%3.16%Q4 2021Q3 20238
MBB PUBLIC MARKETS I LLC 880.38%1.83%3.35%Q4 2021Q3 20238
Mendel Capital Management LLC 880.24%0.29%0.32%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.05%0.49%0.92%Q4 2021Q3 20238
F-Squared Investment Management, LLC 710.06%1.24%2.75%Q2 2013Q2 20158
Intergy Private Wealth, LLC 880.37%0.64%1.76%Q4 2021Q3 20238
SMITH SHELLNUT WILSON LLC /ADV 880.20%0.21%0.22%Q4 2021Q3 20238
Alphadyne Asset Management LP 210.08%31.39%100.00%Q1 2014Q1 20238
Atlantic Private Wealth, LLC 8836.32%38.24%40.23%Q4 2021Q3 20238
GRAY FINANCIAL GROUP /GA /ADV /ADV 880.27%0.34%0.58%Q4 2014Q3 20168
Advance Capital Management, Inc. 880.06%10.53%40.32%Q4 2021Q3 20238
Heritage Financial Services, LLC 880.18%0.33%0.57%Q4 2021Q3 20238
TEGEAN CAPITAL MANAGEMENT, LLC 510.05%26.69%58.19%Q2 2014Q4 20188
Forbes Financial Planning, Inc. 882.72%3.27%3.76%Q4 2021Q3 20238
Cornerstone Financial Partners, LLC 410.00%0.14%0.61%Q1 2016Q4 20178
Watermark Asset Management, Inc. 880.14%0.54%0.74%Q1 2017Q4 20188
Index Fund Advisors, Inc. 880.13%0.19%0.40%Q4 2021Q3 20238
Yaupon Capital Management LP 313.46%13.76%29.10%Q1 2019Q1 20238
ADAMSBROWN WEALTH CONSULTANTS LLC 880.17%0.36%0.73%Q4 2021Q3 20238
Upper Left Wealth Management, LLC 881.32%2.89%4.26%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.55%3.27%7.81%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.70%0.73%0.76%Q4 2021Q3 20238
Marion Wealth Management 610.02%0.16%0.21%Q4 2021Q3 20238
Rise Advisors, LLC 880.12%0.21%0.41%Q4 2021Q3 20238
Hackensack Meridian Health, Inc. 8823.54%31.14%38.60%Q4 2021Q3 20238
FIDUCIARY ASSET MANAGEMENT LLC 880.17%0.71%2.16%Q2 2013Q1 20158
Steward Financial Group LLC 880.17%0.25%0.44%Q4 2021Q3 20238
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 884.73%10.74%16.03%Q4 2015Q3 20178
Jabre Capital Partners S.A. 411.41%16.95%69.05%Q3 2013Q2 20188
WIPFLI FINANCIAL ADVISORS LLC, 880.16%0.34%0.70%Q4 2020Q3 20228
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 880.02%0.06%0.08%Q1 2014Q4 20158
My Personal CFO, LLC 882.98%3.33%4.13%Q4 2021Q3 20238
FWL INVESTMENT MANAGEMENT, LLC 610.03%0.14%0.24%Q4 2020Q3 20238
Spinnaker Investment Group, LLC 880.17%0.20%0.24%Q4 2021Q3 20238
Hein Park Capital Management LP 7120.09%44.60%66.96%Q3 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.63%1.27%2.13%Q4 2021Q3 20238
LOCKERMAN FINANCIAL GROUP, INC. 887.04%8.35%9.58%Q4 2021Q3 20238
KilterHowling LLC 880.22%0.24%0.26%Q4 2021Q3 20238
Long Run Wealth Advisors, LLC 881.07%1.14%1.24%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Investmark Advisory Group LLC 880.95%1.21%1.56%Q4 2021Q3 20238
Trail Ridge Investment Advisors, LLC 880.85%1.32%2.17%Q4 2021Q3 20238
Eagle Bluffs Wealth Management LLC 880.51%0.61%0.77%Q4 2021Q3 20238
Martin Capital Advisors, LLP 880.68%0.82%1.22%Q4 2021Q3 20238
Intelligent Financial Strategies 880.38%0.43%0.52%Q4 2021Q3 20238
Widmann Financial Services, Inc. 880.88%1.13%1.37%Q4 2021Q3 20238
Planning Center, Inc. 880.08%0.29%1.23%Q4 2021Q3 20238
American Planning Services, Inc. 881.05%9.56%20.01%Q4 2021Q3 20238
ETFIDEA, LLC 880.27%0.37%0.46%Q4 2021Q3 20238
Little Harbor Advisors, LLC 8872.24%91.87%100.00%Q4 2021Q3 20238
Coco Enterprises, LLC 880.25%0.31%0.38%Q4 2021Q3 20238
Warren Street Wealth Advisors, LLC 880.23%0.35%0.50%Q4 2021Q3 20238
Banyan Partners, LLC 550.34%1.63%3.61%Q3 2013Q3 20148
Mechanics Financial Corp 880.13%0.18%0.23%Q4 2021Q3 20238
Ciovacco Capital Management LLC 880.17%11.79%23.65%Q4 2021Q3 20238
KRS Capital Management, LLC 880.43%0.50%0.57%Q4 2021Q3 20238
Hudson Executive Capital LP 415.62%21.85%49.82%Q4 2015Q3 20198
Visionary Asset Management, Inc. 710.05%0.41%0.78%Q2 2013Q4 20188
PARAGON FINANCIAL PARTNERS, INC. 8812.43%13.03%13.74%Q4 2021Q3 20238
Stephens Consulting, LLC 880.05%0.08%0.10%Q4 2021Q3 20238
City State Bank 880.91%1.03%1.14%Q4 2021Q3 20238
SMITH ASSET MANAGEMENT GROUP LP 710.00%0.01%0.06%Q4 2014Q4 20188
Austin Asset Management Co Inc 880.85%0.93%1.04%Q4 2021Q3 20238
Bryant Woods Investment Advisors, LLC 880.38%0.47%0.55%Q4 2021Q3 20238
Thrive Wealth Management, LLC 881.92%2.91%4.10%Q4 2021Q3 20238
MKT Advisors LLC 8819.89%21.28%23.28%Q4 2021Q3 20238
Garden State Investment Advisory Services LLC 440.04%0.86%1.94%Q4 2022Q3 20238
MMBG INVESTMENT ADVISORS CO. 881.70%2.64%3.27%Q4 2021Q3 20238
3G Capital Partners 310.64%7.58%15.17%Q2 2013Q1 20188
Red Tortoise LLC 440.51%0.62%0.73%Q3 2021Q3 20238
York Capital Management Global Advisors, LLC 210.17%7.05%17.78%Q2 2015Q3 20218
Silver Oak Advisory Group, Inc. 880.54%0.60%0.68%Q4 2021Q3 20238
SMITH CAPITAL MANAGEMENT INC /AR/ADV 886.51%7.12%7.59%Q4 2018Q3 20208
Confluence Wealth Services, Inc. 880.26%0.33%0.48%Q4 2021Q3 20238
Prosperity Consulting Group, LLC 880.81%1.40%4.82%Q4 2021Q3 20238
LWM Advisory Services, LLC 883.52%5.02%7.06%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.57%0.63%0.69%Q4 2021Q3 20238
Horizon Wealth Management, LLC 880.39%1.26%2.40%Q4 2021Q3 20238
Financial Insights, Inc. 880.28%0.34%0.51%Q1 2020Q4 20218
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 880.31%0.33%0.34%Q4 2021Q3 20238
EMINENCE CAPITAL, LP 410.19%15.76%29.27%Q1 2020Q1 20238
MWG GP LLC 7735.71%87.50%100.00%Q2 2013Q4 20148
Voit & Company, LLC 110.01%0.81%5.71%Q4 2018Q3 20208
Old West Investment Management, LLC 626.24%18.99%32.88%Q2 2013Q4 20208
PGIM Custom Harvest LLC 440.07%0.94%2.87%Q4 2020Q3 20238
First International Bank & Trust 885.10%5.72%6.50%Q4 2021Q3 20238
Evolution Advisers, Inc. 880.05%0.06%0.07%Q4 2021Q3 20238
Bensler, LLC 880.97%1.00%1.07%Q4 2021Q3 20238
Pine Haven Investment Counsel, Inc 880.83%0.86%0.88%Q4 2021Q3 20238
Wedmont Private Capital 880.58%0.90%1.70%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.21%0.53%0.89%Q4 2021Q3 20238
Harvey Partners, LLC 210.27%7.05%20.17%Q4 2014Q1 20238
PROVENCE WEALTH MANAGEMENT GROUP 882.48%4.52%6.88%Q4 2021Q3 20238
Paladin Advisory Group, LLC 881.91%2.11%2.48%Q4 2021Q3 20238
WARNER FINANCIAL, INC 880.80%1.30%1.62%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.18%0.28%0.34%Q4 2021Q3 20238
RS CRUM INC. 880.12%0.20%0.38%Q4 2021Q3 20238
Financial Connections Group, Inc. 880.10%0.15%0.22%Q4 2021Q3 20238
Pine Valley Investments Ltd Liability Co 330.48%3.58%10.13%Q1 2023Q3 20238
Fingerlakes Wealth Management, Inc. 881.12%1.18%1.23%Q4 2021Q3 20238
WEALTH EFFECTS LLC 880.17%0.21%0.22%Q4 2021Q3 20238
National Wealth Management Group, LLC 880.26%0.91%1.85%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 880.17%0.49%0.85%Q4 2021Q3 20238
TDAM USA INC. 610.01%0.50%3.90%Q3 2013Q4 20188
Western Pacific Wealth Management, LP 880.12%0.38%0.58%Q4 2021Q3 20238
Nishkama Capital, LLC 210.62%6.22%11.87%Q1 2019Q2 20238
RTD Financial Advisors, Inc. 880.21%0.23%0.26%Q4 2021Q3 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 881.00%1.39%1.63%Q2 2013Q1 20158
Hutchens & Kramer Investment Management Group, LLC 880.41%0.45%0.49%Q4 2021Q3 20238
OppenheimerFunds, Inc. 440.00%0.03%0.22%Q4 2015Q4 20178
New World Advisors LLC 410.08%0.81%5.69%Q1 2019Q2 20238
Finer Wealth Management, Inc. 880.45%0.52%0.64%Q4 2021Q3 20238
Powers Advisory Group, LLC 880.48%0.51%0.57%Q4 2021Q3 20238
ML & R WEALTH MANAGEMENT LLC 880.53%0.66%0.84%Q4 2021Q3 20238
Revolve Wealth Partners, LLC 880.52%0.62%0.75%Q4 2021Q3 20238
Ameliora Wealth Management Ltd. 881.19%1.85%3.08%Q4 2021Q3 20238
Desjardins Global Asset Management Inc. 880.03%0.25%0.46%Q4 2021Q3 20238
Aspire Capital Advisors LLC 772.64%3.39%5.10%Q1 2022Q3 20237
Cross Staff Investments Inc 770.21%0.30%0.36%Q4 2021Q2 20237
Worth Asset Management, LLC 770.18%0.61%0.77%Q1 2022Q3 20237
Cyrus J. Lawrence, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
Legacy Wealth Partners, Inc. 774.90%7.19%9.36%Q4 2019Q2 20217
Optiver Holding B.V. 410.01%0.31%0.93%Q2 2021Q3 20237
Redwood Financial Network Corp 770.35%1.03%1.30%Q1 2022Q3 20237
Oak Asset Management, LLC 770.10%0.16%0.39%Q1 2022Q3 20237
SURIENCE PRIVATE WEALTH LLC 770.79%10.74%24.64%Q4 2021Q2 20237
Alley Investment Management Company, LLC 770.33%0.57%1.14%Q1 2022Q3 20237
Westwood Wealth Management 770.54%0.93%1.30%Q1 2022Q3 20237
abrdn Investment Management Ltd 770.00%0.27%0.73%Q2 2013Q4 20147
Bard Financial Services, Inc. 410.02%0.02%0.03%Q4 2020Q2 20237
ANGELES WEALTH MANAGEMENT, LLC 772.50%2.94%3.66%Q1 2022Q3 20237
Financial Guidance Group, Inc. 774.43%5.52%8.39%Q1 2022Q3 20237
Nvest Financial, LLC 775.97%6.55%7.08%Q1 2022Q3 20237
THEORY FINANCIAL LLC 430.61%0.83%1.73%Q4 2021Q3 20237
Wescott Financial Advisory Group, LLC 770.09%0.10%0.13%Q1 2022Q3 20237
WealthPlan Investment Management, LLC 610.16%0.19%0.30%Q1 2022Q4 20237
Clarus Group, Inc. 770.32%0.72%1.48%Q1 2022Q3 20237
Tyler-Stone Wealth Management 521.17%1.59%1.87%Q4 2021Q3 20237
Fort Baker Capital Management LP 211.78%5.40%11.82%Q4 2018Q2 20237
Twelve Points Wealth Management LLC 770.12%0.19%0.31%Q4 2021Q2 20237
Coastwise Capital Group, LLC 771.32%3.29%5.87%Q1 2022Q3 20237
CastleArk Alternatives, LLC 770.48%1.85%2.60%Q2 2018Q4 20197
Capasso Planning Partners LLC 771.37%12.05%20.96%Q1 2022Q3 20237
Signature Wealth Management Group 410.08%0.15%0.26%Q4 2017Q4 20227
Horizons Wealth Management 770.00%0.00%0.00%Q2 2022Q4 20237
ICA Group Wealth Management, LLC 771.14%1.60%2.42%Q1 2022Q3 20237
Grant Street Asset Management, Inc. 610.11%0.19%0.52%Q4 2021Q3 20237
BetterWealth, LLC 430.09%0.14%0.34%Q4 2021Q3 20237
Strategic Equity Management 610.10%7.96%17.04%Q4 2021Q3 20237
Ardent Capital Management, Inc. 430.32%0.40%0.56%Q4 2021Q3 20237
HARRIS ASSOCIATES L P 610.00%0.02%0.09%Q4 2021Q3 20237
Second Half Financial Partners, LLC 771.06%2.75%4.10%Q1 2022Q3 20237
REUTER JAMES WEALTH MANAGEMENT, LLC 610.34%0.47%0.60%Q4 2021Q3 20237
Coppell Advisory Solutions LLC 410.00%0.28%0.49%Q4 2020Q3 20237
SJS Investment Consulting Inc. 520.12%0.14%0.17%Q4 2021Q3 20237
Landmark Bank 770.32%0.77%1.50%Q2 2018Q4 20197
ShankerValleau Wealth Advisors, Inc. 430.13%0.16%0.20%Q4 2021Q3 20237
STUDIO INVESTMENT MANAGEMENT LLC 610.01%0.09%0.53%Q3 2021Q3 20237
Union Square Park Capital Management, LLC 226.15%17.40%33.14%Q4 2020Q3 20237
Centric Wealth Management 410.07%0.76%2.64%Q2 2020Q3 20237
MONROE BANK & TRUST/MI 310.00%0.01%0.03%Q1 2016Q2 20187
Three Bridge Wealth Advisors, LLC 771.57%4.30%6.10%Q1 2022Q3 20237
SUMITOMO LIFE INSURANCE CO 774.01%8.45%14.26%Q1 2022Q3 20237
Radnor Financial Advisors, LLC 770.52%0.61%0.70%Q1 2021Q3 20227
WestHill Financial Advisors, Inc. 520.06%0.08%0.13%Q4 2021Q3 20237
Quantinno Capital Management LP 610.04%0.42%0.72%Q4 2021Q3 20237
Kassirer Asset Management Corp 770.20%0.32%0.50%Q2 2015Q4 20167
SILVER OAK SECURITIES, INCORPORATED 770.32%0.45%0.56%Q1 2022Q3 20237
20/20 Capital Management, Inc. 773.41%3.89%4.78%Q4 2019Q2 20217
Renasant Bank 610.28%0.54%0.76%Q4 2021Q3 20237
Total Wealth Planning, LLC 770.08%0.16%0.22%Q1 2022Q3 20237
TMD & ASSOCIATES, INC 610.14%0.21%0.25%Q3 2017Q2 20197
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.15%5.41%7.00%Q2 2015Q3 20167
GABELLI & Co INVESTMENT ADVISERS, INC. 320.02%0.15%0.62%Q3 2013Q4 20167
BRASADA CAPITAL MANAGEMENT, LP 410.02%0.32%1.17%Q1 2018Q1 20227
Lion Point Capital, LP 613.11%19.04%57.54%Q4 2019Q3 20237
Rinet Co LLC 610.06%0.22%0.50%Q4 2019Q3 20217
Echo Wealth Management, LLC 770.29%0.33%0.39%Q4 2020Q2 20227
Sendero Wealth Management, LLC 610.11%0.29%0.76%Q4 2021Q3 20237
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 310.86%4.54%8.28%Q3 2016Q2 20227
Elgethun Capital Management 610.04%0.05%0.08%Q4 2016Q3 20237
Hill Investment Group Partners, LLC 510.04%0.10%0.18%Q3 2021Q3 20237
London & Capital Asset Management Ltd 770.10%0.11%0.13%Q4 2018Q2 20207
TILIA FIDUCIARY PARTNERS, INC. 770.10%0.11%0.12%Q4 2021Q2 20237
ARGENT CAPITAL MANAGEMENT LLC 110.01%0.66%2.62%Q4 2013Q2 20227
RETIREMENT DESIGN & MANAGEMENT INC /ADV 770.69%3.96%10.64%Q4 2014Q2 20167
SILVERHAWK ASSET MANAGEMENT, LLC 775.11%5.87%7.69%Q4 2021Q2 20237
Point Break Capital Management, LLC 3115.16%42.04%73.03%Q2 2021Q3 20237
FISHMAN JAY A LTD/MI 770.02%0.04%0.05%Q1 2022Q3 20237
STEVENS CAPITAL MANAGEMENT LP 310.07%4.90%14.76%Q1 2015Q2 20237
Western Asset Management Company, LLC 770.31%1.16%1.45%Q1 2022Q3 20237
Gibraltar Capital Management, Inc. 320.10%0.15%0.18%Q3 2019Q3 20237
Lloyds Banking Group plc 430.00%0.08%0.22%Q2 2013Q1 20157
Jupiter Wealth Management LLC 610.18%0.58%2.90%Q1 2019Q3 20237
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 430.01%0.02%0.02%Q4 2019Q3 20237
SYMPHONY ASSET MANAGEMENT LLC 410.43%1.11%3.49%Q2 2013Q2 20207
Proxima Capital Management, LLC 433.07%10.73%22.49%Q2 2014Q3 20167
Lodbrok Capital LLP 324.19%23.86%47.62%Q2 2019Q1 20237
400 Capital Management LLC 771.50%22.99%98.14%Q1 2022Q3 20237
COLTON GROOME FINANCIAL ADVISORS, LLC 610.15%0.19%0.30%Q1 2020Q3 20237
Rudd International, Inc. 770.17%0.18%0.20%Q4 2018Q2 20207
Lombard Odier & Cie (Canada), Limited Partnership 770.32%1.19%2.25%Q4 2013Q2 20157
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 610.06%0.09%0.30%Q4 2013Q4 20197
WINTON GROUP Ltd 430.04%0.13%0.25%Q4 2014Q1 20177
ASPIRIANT HOLDINGS S3, LLC 770.12%0.19%0.59%Q2 2014Q4 20157
Leonard Green & Partners, L.P. 212.56%12.38%34.80%Q4 2018Q1 20227
TCF National Bank 770.93%1.21%1.48%Q3 2019Q1 20217
OSTERWEIS CAPITAL MANAGEMENT INC 520.01%0.01%0.01%Q4 2021Q3 20237
DSM CAPITAL PARTNERS LLC 610.03%0.05%0.06%Q3 2013Q2 20157
CNO Financial Group, Inc. 7726.61%41.92%50.28%Q4 2014Q2 20167
NEW ENGLAND SECURITIES CORP /MA/ 771.75%2.03%2.99%Q2 2013Q4 20147
RELIANCE TRUST CO 770.54%0.72%0.82%Q2 2013Q4 20147
SIX COLUMNS CAPITAL, LP 773.62%7.43%14.18%Q4 2019Q2 20217
WRAPMANAGER INC 410.06%0.07%0.08%Q3 2017Q3 20217
Aegea Capital Management LLC 41100.00%100.00%100.00%Q4 2016Q1 20197
CONCORD ASSET MANAGEMENT LLC 770.08%0.12%0.27%Q2 2013Q4 20147
HARBOUR INVESTMENT MANAGEMENT LLC 520.12%0.14%0.15%Q1 2021Q3 20237
MILES CAPITAL, INC. 771.01%1.35%1.68%Q2 2013Q4 20147
Fusion Investment Group, LLC 773.39%9.19%13.76%Q4 2013Q2 20157
HIGH POINTE CAPITAL MANAGEMENT LLC 410.09%0.61%1.85%Q2 2013Q4 20197
First Citizens Financial Corp 770.26%0.26%0.28%Q4 2019Q2 20217
SHAPIRO ROBERT N 770.02%0.26%0.33%Q2 2013Q4 20147
TIGER MANAGEMENT L.L.C. 210.26%6.56%19.89%Q2 2013Q1 20237
Placemark Investments, Inc. 770.35%0.55%0.74%Q2 2013Q4 20147
Roof Advisory Group, Inc. 7714.79%17.08%20.06%Q4 2017Q2 20197
Ghost Tree Capital, LLC 414.39%13.51%49.01%Q2 2016Q1 20227
11 Capital Partners LP 437.22%14.91%21.20%Q4 2020Q3 20237
HAZLETT, BURT & WATSON, INC. 770.34%0.37%0.44%Q1 2022Q3 20237
Gideon Capital Advisors, Inc. 210.64%3.22%7.65%Q4 2013Q3 20197
Oasis Management Co Ltd. 210.05%4.64%25.79%Q4 2015Q3 20237
Long Pond Capital 314.64%6.18%7.92%Q2 2015Q3 20197
Apeiron RIA LLC 520.09%0.12%0.13%Q4 2021Q3 20237
MONTAG & CALDWELL, LLC 210.01%0.02%0.02%Q4 2014Q3 20207
Fondren Management LP 410.02%2.12%10.53%Q2 2017Q4 20197
Edge Advisors, LLC 774.23%4.52%4.80%Q4 2016Q2 20187
HORIZON BANCORP INC /IN/ 410.09%0.90%1.72%Q4 2019Q3 20237
Elevated Capital Advisors, LLC 410.08%0.10%0.12%Q1 2021Q3 20237
HighVista Strategies LLC 770.03%0.28%0.50%Q2 2013Q4 20147
Aris Wealth Services, Inc. 770.42%0.96%2.53%Q1 2014Q3 20157
QP WEALTH MANAGEMENT, LLC 610.23%0.47%0.74%Q4 2019Q4 20227
Calypso Capital Management, LP 7714.04%21.81%32.22%Q2 2013Q4 20147
Stone Point Wealth LLC 770.16%0.19%0.33%Q1 2022Q3 20237
Fusion Capital, LLC 310.12%0.16%0.21%Q4 2019Q1 20227
FOUNDERS BANK & TRUST 770.01%1.54%5.48%Q2 2013Q4 20147
Delek Group, Ltd. 770.77%1.50%3.00%Q4 2017Q2 20197
Risk Paradigm Group, LLC 310.00%0.03%0.10%Q1 2015Q1 20187
Newtyn Management, LLC 611.22%4.70%10.47%Q4 2018Q3 20207
SUVRETTA CAPITAL MANAGEMENT, LLC 310.00%10.79%19.10%Q2 2016Q1 20237
Monaco Asset Management SAM 321.27%14.43%48.46%Q2 2020Q3 20237
Marble Harbor Investment Counsel, LLC 610.04%0.04%0.05%Q4 2019Q3 20237
ALPHASIMPLEX GROUP, LLC 435.59%8.34%10.15%Q4 2017Q4 20197
SATOVSKY ASSET MANAGEMENT LLC 770.15%0.17%0.19%Q1 2021Q3 20227
TCWP LLC 770.07%0.82%1.94%Q4 2021Q2 20237
Standard Family Office LLC 430.09%2.61%5.61%Q4 2020Q3 20227
L.M. KOHN & COMPANY 770.81%1.42%3.06%Q1 2022Q3 20237
COUNTRY CLUB BANK /GFN 771.07%1.14%1.28%Q1 2022Q3 20237
Carnick & Kubik, LLC 771.08%2.03%2.38%Q3 2014Q1 20167
TradeLink Global Equity LLC 770.09%2.58%9.11%Q2 2013Q4 20147
SeaStone Capital Management, L.P. 314.49%13.55%35.76%Q2 2013Q4 20157
New Harbor Financial Group, LLC 320.00%0.37%0.70%Q3 2021Q1 20237
ECLECTIC ASSOCIATES INC /ADV 430.11%0.19%0.29%Q3 2021Q3 20237
Sara-Bay Financial 770.18%0.21%0.23%Q1 2022Q3 20237
GRS Advisors, LLC 412.23%4.67%7.81%Q2 2013Q4 20157
Peterson Wealth Services 770.42%0.75%1.10%Q4 2021Q2 20237
Elm Ridge Management, LLC 778.30%12.66%17.55%Q1 2014Q3 20157
Nevsky Capital LLP 7718.99%22.02%30.67%Q2 2013Q4 20147
Rockbridge Investment Management, LCC 771.78%1.96%2.22%Q2 2020Q4 20217
ICON ADVISERS INC/CO 520.30%0.58%0.90%Q2 2015Q2 20177
WMG Financial Advisors, LLC 520.20%0.55%1.77%Q4 2021Q3 20237
Solidarity Wealth, LLC 330.14%0.72%2.02%Q1 2022Q3 20237
Zenit Asset Management AB 411.82%5.32%9.37%Q3 2013Q3 20157
HERITAGE WEALTH MANAGEMENT, LLC 430.29%0.37%0.51%Q1 2021Q4 20227
RIVER GLOBAL INVESTORS LLP 610.00%1.90%3.39%Q1 2015Q1 20177
LEVEL FOUR FINANCIAL, LLC 440.00%0.43%0.79%Q4 2020Q3 20217
CSat Investment Advisory, L.P. 7722.96%26.83%31.93%Q4 2018Q2 20207
Linker Capital Management Inc. 7712.21%12.55%13.04%Q4 2021Q2 20237
Euclid Advisors LLC 770.27%0.42%0.64%Q2 2013Q4 20147
Dominick & Dominick LLC 770.92%1.04%1.17%Q2 2013Q4 20147
STRATEGIC WEALTH MANAGEMENT INC 612.17%3.72%7.29%Q2 2013Q1 20207
Cobble Hill Financial Services, INC 770.97%1.87%3.13%Q1 2013Q3 20147
Cohen Capital Management, Inc. 770.61%0.64%0.69%Q1 2022Q3 20237
AFFINITY INVESTMENT ADVISORS, LLC 110.02%0.22%0.36%Q4 2014Q4 20227
First Western Trust Bank 771.18%1.75%2.24%Q1 2022Q3 20237
Safeguard Financial, LLC 770.23%0.64%0.97%Q1 2022Q3 20237
Connectus Wealth, LLC 771.02%1.90%3.74%Q1 2022Q3 20237
Truxt Investmentos Ltda. 610.12%3.78%22.61%Q3 2021Q3 20237
Athena Investment Management 770.28%0.31%0.35%Q1 2022Q3 20237
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 510.08%0.99%5.56%Q1 2020Q4 20216
MD Financial Management Inc. 661.34%10.71%20.88%Q3 2020Q4 20216
3D/L Capital Management, LLC 420.06%0.07%0.11%Q1 2021Q1 20236
CHERRYDALE WEALTH MANAGEMENT, LLC 510.90%2.08%2.53%Q1 2022Q4 20236
PERISCOPE CAPITAL INC. 410.34%7.34%20.72%Q4 2016Q2 20236
MARCUARD FAMILY OFFICE LTD 668.84%20.55%30.78%Q2 2013Q3 20146
Transparent Wealth Partners LLC 661.08%4.17%15.10%Q4 2021Q1 20236
Atlas Principals, LLC 2110.10%30.81%86.28%Q4 2019Q2 20226
Tamarack Advisers, LP 110.05%11.98%54.16%Q4 2015Q2 20236
ALPINE ASSOCIATES MANAGEMENT INC. 510.07%2.41%11.30%Q2 2016Q4 20176
Georgetown University 417.76%38.20%65.05%Q4 2017Q2 20206
HERON FINANCIAL GROUP, LLC 660.21%0.23%0.26%Q1 2022Q2 20236
Amber Capital Management LP 2111.16%47.34%78.71%Q4 2013Q3 20166
First Western Capital Management Co 660.10%0.15%0.18%Q3 2014Q4 20156
SCHF (GPE), LLC 662.47%15.02%24.84%Q4 2019Q1 20216
Seaside Wealth Management, Inc. 660.36%0.42%0.51%Q2 2022Q3 20236
Claren Road Asset Management, LLC 210.06%5.26%26.56%Q1 2014Q2 20166
44 WEALTH MANAGEMENT LLC 330.07%0.08%0.08%Q2 2021Q2 20236
Key Square Capital Management LLC 220.21%1.70%2.96%Q1 2022Q1 20236
Bowman & Co S.C. 660.19%0.21%0.23%Q4 2021Q1 20236
Blue Clay Capital Management, LLC 420.49%9.79%22.15%Q4 2014Q3 20166
Vulcan Value Partners, LLC 110.00%0.04%0.17%Q3 2014Q4 20226
AGILIS PARTNERS LLC 511.18%2.90%6.56%Q3 2019Q3 20216
Kensington Investment Counsel, LLC 410.15%0.24%0.31%Q2 2021Q3 20236
MOON CAPITAL MANAGEMENT LP 210.83%13.82%39.14%Q1 2019Q4 20226
INTEGRATED WEALTH COUNSEL, LLC 310.11%2.91%5.15%Q2 2013Q4 20166
Ensemble Capital Management 310.04%0.22%0.60%Q2 2015Q4 20226
AI Financial Services LLC 3320.93%31.26%40.66%Q4 2017Q3 20196
Edmond de Rothschild (Europe) 664.43%7.37%11.99%Q2 2015Q3 20166
E Fund Management (Hong Kong) Co., Ltd. 420.43%2.19%4.20%Q4 2021Q4 20236
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 664.24%5.21%7.81%Q2 2013Q3 20146
Chandler Asset Management, Inc. 510.01%0.01%0.04%Q4 2017Q3 20226
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 660.09%0.12%0.17%Q2 2013Q3 20146
NATIONAL PENN INVESTORS TRUST CO /PA 660.04%0.04%0.04%Q4 2014Q1 20166
Marlowe Partners LP 2231.11%37.91%47.36%Q4 2014Q1 20176
Roger Wittlin Investment Advisory, LLC 660.71%4.17%17.86%Q2 2022Q3 20236
Wolf Group Capital Advisors 660.14%0.14%0.15%Q4 2020Q1 20226
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 110.00%3.28%13.03%Q4 2016Q4 20196
Tanager Wealth Management LLP 420.06%0.13%0.33%Q4 2021Q3 20236
Independent Wealth Network Inc. 220.00%0.90%1.82%Q3 2021Q3 20236
NCM Capital Management, LLC 420.13%0.15%0.16%Q1 2022Q3 20236
Watchman Group, Inc. 660.14%0.19%0.27%Q2 2022Q3 20236
Goodman Advisory Group, LLC 660.03%0.04%0.05%Q2 2022Q3 20236
Lee Capital Holdings LLC 410.23%0.57%0.97%Q1 2019Q2 20226
DGS Capital Management, LLC 660.19%0.22%0.26%Q4 2021Q1 20236
Adaptive Financial Consulting, LLC 420.12%0.12%0.13%Q2 2021Q3 20236
Financial Strategies Group, Inc. 420.09%0.09%0.10%Q2 2021Q3 20236
Hurlow Wealth Management Group, Inc. 310.09%0.17%0.28%Q2 2021Q3 20236
Heritage Way Advisors, LLC 660.10%0.14%0.19%Q3 2020Q4 20216
Lansing Street Advisors 664.31%4.46%4.65%Q1 2022Q2 20236
JD CAPITAL MANAGEMENT LLC 311.82%24.11%62.34%Q2 2013Q4 20206
Logan Stone Capital, LLC 410.13%6.10%17.84%Q4 2021Q3 20236
Mercer Investments LLC 420.01%1.42%8.49%Q1 2015Q3 20166
Virtus Investment Advisers, Inc. 669.76%23.85%59.96%Q2 2014Q3 20156
Coston, McIsaac & Partners 660.04%0.06%0.08%Q2 2022Q3 20236
Danda Trouve Investment Management, Inc. 510.01%0.08%0.36%Q4 2019Q3 20226
FIDUCIARY MANAGEMENT INC /WI/ 210.00%0.02%0.04%Q3 2014Q1 20206
CAPITAL PERFORMANCE ADVISORS LLP 420.18%0.23%0.28%Q4 2021Q3 20236
LifePro Asset Management 410.06%0.16%0.24%Q4 2020Q3 20236
KIM, LLC 660.02%0.07%0.13%Q2 2022Q3 20236
Arbor Wealth Management, LLC 330.04%0.07%0.16%Q4 2018Q4 20216
Stone Asset Management Inc. 660.22%0.27%0.39%Q4 2021Q1 20236
17 CAPITAL PARTNERS, LLC 660.40%0.45%0.49%Q2 2021Q3 20226
Blue Door Asset Management, LLC 4212.42%22.59%34.98%Q1 2022Q3 20236
Intrepid Financial Planning Group LLC 667.82%8.06%8.33%Q2 2022Q3 20236
Shaolin Capital Management LLC 410.08%2.40%5.69%Q2 2020Q3 20236
AlphaQ Advisors LLC 440.33%1.20%1.75%Q4 2022Q3 20236
Eisler Capital (US) LLC 335.17%9.84%14.14%Q1 2023Q3 20236
Matisse Capital 330.13%0.77%3.76%Q4 2021Q3 20236
Global Beta Advisors LLC 6613.32%22.43%37.96%Q4 2018Q1 20206
Greenspring Advisors, LLC 660.08%0.10%0.13%Q4 2021Q1 20236
Longer Investments Inc. 210.22%9.85%18.56%Q4 2014Q4 20186
Global Assets Advisory, LLC 660.63%1.56%3.98%Q2 2022Q3 20236
FSM Wealth Advisors, LLC 660.33%0.53%0.88%Q2 2022Q3 20236
Azimuth Capital Investment Management LLC 660.01%0.03%0.06%Q2 2022Q3 20236
Renaissance Technologies 210.00%0.01%0.03%Q1 2018Q3 20216
Conestoga Capital Advisors, LLC 660.02%0.03%0.03%Q1 2013Q2 20146
SS&H Financial Advisors, Inc. 510.45%0.48%0.53%Q1 2022Q3 20236
S&T BANK/PA 660.07%0.08%0.09%Q1 2021Q2 20226
Coombe, Bender & Co LLC 660.29%0.30%0.32%Q2 2022Q3 20236
Affinity Asset Advisors, LLC 216.08%19.79%54.19%Q4 2020Q1 20236
Altrius Capital Management Inc 660.15%0.19%0.24%Q2 2022Q3 20236
Cinctive Capital Management LP 210.33%2.19%5.00%Q1 2021Q3 20236
Qalhat Capital Ltd 664.89%24.76%47.65%Q2 2022Q3 20236
TradeLink Capital LLC 410.04%0.91%1.58%Q1 2015Q1 20216
RITTER DANIHER FINANCIAL ADVISORY LLC 660.36%0.37%0.39%Q4 2020Q1 20226
Greenfield Savings Bank 420.72%0.82%0.90%Q2 2022Q4 20236
P SCHOENFELD ASSET MANAGEMENT LP 310.15%1.39%3.77%Q2 2013Q3 20166
NEWLAND CAPITAL MANAGEMENT, LLC 224.06%12.65%19.56%Q2 2013Q3 20156
Olympus Peak Asset Management LP 5121.18%55.81%93.64%Q4 2020Q2 20226
Householder Group Estate & Retirement Specialist, LLC 410.87%1.09%1.35%Q4 2021Q3 20236
Y-Intercept (Hong Kong) Ltd 210.06%0.11%0.19%Q1 2021Q2 20236
Hollow Brook Wealth Management LLC 420.21%2.27%8.76%Q4 2014Q3 20236
Shelter Ins Profit Sharing 510.96%2.22%4.83%Q2 2013Q1 20156
Regency Capital Management Inc.\DE 660.04%0.50%0.98%Q1 2021Q2 20226
Sweet Financial Partners, LLC 330.06%0.08%0.11%Q4 2021Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.24%0.30%0.40%Q2 2022Q3 20236
Stonehage Fleming (UK) Ltd 660.08%0.23%0.49%Q4 2013Q1 20156
ABSOLUTE CAPITAL MANAGEMENT, LLC 310.12%0.64%2.46%Q4 2021Q3 20236
Quad Capital Management Advisors LLC 310.00%3.68%10.06%Q3 2017Q1 20196
McAdams Wright Ragen, Inc. 660.08%0.12%0.19%Q2 2013Q3 20146
CASTLE WEALTH MANAGEMENT LLC 660.54%0.70%0.80%Q2 2022Q3 20236
TRANSATLANTIQUE PRIVATE WEALTH LLC 660.14%0.19%0.21%Q2 2022Q3 20236
WEALTHSPAN PARTNERS, LLC 660.35%0.39%0.44%Q2 2022Q3 20236
DIFESA CAPITAL MANAGEMENT, LP 550.16%15.26%29.52%Q1 2022Q1 20236
Nova R Wealth, Inc. 660.29%0.31%0.33%Q2 2022Q3 20236
EHP Funds Inc. 510.19%0.38%0.73%Q1 2022Q3 20236
Blue Trust, Inc. 660.05%0.15%0.19%Q2 2022Q3 20236
PYRRHO CAPITAL MANAGEMENT, LP 218.06%24.36%40.41%Q2 2015Q4 20166
AMERICAN NATIONAL BANK & TRUST CO /VA/ 660.24%0.36%0.39%Q2 2013Q3 20146
Forum Private Client Group LLC 660.16%0.25%0.32%Q1 2022Q2 20236
HFR Wealth Management, LLC 660.08%0.11%0.12%Q3 2021Q4 20226
Pinz Capital Management, LP 210.03%0.70%3.45%Q1 2020Q4 20216
Del Mar Asset Management, LP 410.49%5.02%16.30%Q2 2013Q3 20146
Karn, Couzens & Associates, Inc. 660.61%0.71%0.76%Q4 2020Q1 20226
Center For Asset Management LLC 310.16%0.24%0.42%Q4 2020Q3 20236
RETIREMENT GUYS FORMULA LLC 310.33%1.17%2.22%Q4 2021Q3 20236
IFS Advisors, LLC 660.01%0.01%0.02%Q3 2022Q4 20236
Martin Capital Partners, LLC 310.10%0.22%0.38%Q4 2017Q1 20236
Presidio Capital Management, LLC 660.19%0.23%0.36%Q2 2022Q3 20236
MILESTONE ASSET MANAGEMENT, LLC 440.00%7.32%13.59%Q4 2022Q3 20236
JT Stratford LLC 210.06%0.14%0.22%Q3 2019Q2 20236
TRB Advisors LP 210.95%26.76%68.60%Q4 2016Q2 20236
CADIAN CAPITAL MANAGEMENT, LP 320.28%1.51%6.21%Q4 2013Q4 20156
Stifel Trust Company, N.A. 660.52%0.55%0.58%Q2 2013Q3 20146
COMPASS FINANCIAL ADVISORS LLC 661.58%1.68%1.75%Q4 2021Q1 20236
VIVID FINANCIAL MANAGEMENT, INC. 410.09%0.13%0.31%Q4 2019Q4 20216
New Millennium Group LLC 660.07%0.07%0.08%Q2 2022Q3 20236
Astoria Portfolio Advisors LLC. 660.30%0.50%0.78%Q2 2022Q3 20236
M. Kraus & Co 310.10%0.13%0.14%Q3 2016Q3 20206
Efficient Advisors, LLC 660.40%0.42%0.46%Q1 2016Q2 20176
American Assets Investment Management, LLC 420.05%0.66%1.41%Q4 2015Q2 20176
Concourse Capital Management, LLC 414.29%6.44%8.36%Q4 2016Q4 20186
Corsicana & Co. 664.38%4.53%4.66%Q2 2021Q3 20226
GLG INC. 330.14%5.95%31.65%Q2 2013Q4 20136
Kingfisher Capital LLC 310.01%0.06%0.10%Q4 2015Q3 20236
1919 Investment Counsel, LLC 660.22%0.24%0.26%Q2 2013Q3 20146
INTREPID CAPITAL MANAGEMENT INC /DE/ 554.70%19.52%34.12%Q3 2013Q3 20146
Mainsail Financial Group, LLC 440.00%5.23%8.14%Q4 2022Q3 20236
Freedman Financial Associates, Inc. 664.32%4.88%5.23%Q4 2020Q1 20226
Cascadia Advisory Services, LLC 312.04%3.63%7.83%Q4 2019Q3 20216
PUZO MICHAEL J 660.17%0.85%1.24%Q2 2014Q3 20156
Eidelman Virant Capital 410.33%1.82%4.24%Q2 2013Q3 20206
NexWave Capital Partners LLC 510.28%3.67%19.32%Q4 2019Q4 20216
TIDE POINT CAPITAL MANAGEMENT, LP 510.81%16.76%29.60%Q3 2015Q3 20176
Hillman Capital Management, Inc. 210.12%0.44%0.96%Q4 2019Q4 20226
ORANGE CAPITAL, LLC 5512.04%27.23%44.76%Q1 2014Q1 20156
TCG Advisors, LP 660.07%0.74%1.72%Q1 2019Q2 20206
Town & Country Bank & Trust CO dba First Bankers Trust CO 410.08%0.10%0.14%Q2 2015Q4 20196
SPOT TRADING L.L.C. 220.00%0.00%0.01%Q2 2017Q3 20176
McCarthy Asset Management, Inc. 660.02%0.02%0.02%Q4 2020Q1 20226
Cynosure Group, LLC 420.24%1.65%3.30%Q2 2019Q3 20236
Kernodle & Katon Asset Management Group, LLC 660.02%0.03%0.03%Q4 2015Q1 20176
Symmetry Partners, LLC 310.02%0.11%0.25%Q1 2017Q4 20206
Integer Wealth Advisors Group LLC 662.14%2.95%3.64%Q4 2019Q1 20216
Silver Rock Financial LLC 6641.46%56.83%66.74%Q4 2013Q1 20156
KMS FINANCIAL SERVICES, INC 660.50%0.65%0.92%Q2 2013Q3 20146
EdgeRock Capital LLC 660.44%0.55%1.02%Q2 2022Q3 20236
Trustees of Dartmouth College 519.10%19.92%33.98%Q4 2013Q3 20236
Municipal Employees' Retirement System of Michigan 660.03%3.33%10.19%Q1 2020Q2 20216
Zimmer Partners, LP 310.68%10.25%30.04%Q2 2013Q1 20156
Amundi 660.02%0.04%0.08%Q2 2022Q3 20236
JASINKIEWICZ CAPITAL MANAGEMENT, LP 513.01%6.13%11.23%Q2 2013Q4 20146
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 660.53%0.59%0.72%Q2 2022Q3 20236
Hamlin Capital Management, LLC 110.02%0.10%0.22%Q4 2014Q4 20186
GRAND JEAN CAPITAL MANAGEMENT INC 660.06%0.06%0.07%Q4 2020Q1 20226
IMPAX ASSET MANAGEMENT LLC 310.01%0.07%0.28%Q3 2014Q4 20176
Skaana Management L.P. 440.49%1.35%3.15%Q4 2022Q3 20236
CLOUGH CAPITAL PARTNERS L P 210.02%0.18%0.47%Q3 2016Q3 20226
Platt Investment Counsel, LLC 660.19%1.23%2.60%Q4 2020Q1 20226
STELLIAM INVESTMENT MANAGEMENT, LP 410.58%2.85%6.22%Q3 2013Q1 20196
FirstPurpose Wealth LLC 660.36%0.44%0.67%Q4 2021Q1 20236
Fortis Capital Advisors, LLC 440.00%8.39%13.78%Q4 2022Q3 20236
Cormorant Asset Management, LP 514.45%7.47%11.98%Q3 2019Q1 20216
Passive Capital Management, LLC. 660.30%0.35%0.45%Q4 2021Q1 20236
Atlas Financial Advisors, Inc. 421.04%15.00%23.80%Q1 2022Q3 20236
HealthCor Management, L.P. 211.08%4.65%10.94%Q3 2014Q1 20216
PLANNING DIRECTIONS INC 660.16%0.20%0.21%Q2 2022Q3 20236
CJM Wealth Advisers, Ltd. 310.13%0.15%0.18%Q4 2021Q3 20236
ADVOCATE GROUP LLC 660.07%0.08%0.09%Q2 2022Q3 20236
Blackston Financial Advisory Group, LLC 510.24%0.45%0.70%Q4 2021Q2 20236
ARK Investment Management 410.00%0.00%0.00%Q1 2021Q3 20236
FULLER & THALER ASSET MANAGEMENT, INC. 660.13%0.28%0.39%Q2 2015Q3 20166
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 550.15%5.71%25.39%Q3 2015Q3 20166
Pachira Investments Inc. 510.17%0.22%0.31%Q4 2016Q2 20226
Invictus RG 5134.26%43.51%56.04%Q1 2018Q3 20196
QUANTRES ASSET MANAGEMENT Ltd 661.09%1.18%1.28%Q2 2017Q3 20186
black-and-white Capital LP 416.23%9.25%12.86%Q1 2020Q2 20215
RiverTree Advisors, LLC 550.25%1.82%2.94%Q4 2020Q4 20215
Connacht Asset Management LP 557.12%17.92%37.41%Q2 2022Q2 20235
Beaumont Asset Management, L.L.C. 410.15%0.54%2.07%Q1 2020Q1 20225
Clearline Capital LP 217.06%26.39%55.17%Q2 2014Q3 20235
Erickson Financial Group, LLC 551.70%1.96%2.10%Q3 2022Q3 20235
SOUTH GEORGIA CAPITAL, LLC 551.36%2.41%3.61%Q3 2014Q3 20155
DHK Financial Advisors, Inc. 322.05%10.38%17.57%Q4 2021Q2 20235
WCG Wealth Advisors LLC 310.00%0.44%1.28%Q2 2022Q3 20235
Sachem Head Capital 550.15%0.54%1.30%Q3 2022Q3 20235
RESOLUTE FINANCIAL, LLC 550.42%0.56%0.80%Q4 2021Q4 20225
BlueSpruce Investments, LP 310.17%1.09%2.07%Q4 2014Q4 20165
Deuterium Capital Management, LLC 220.41%3.35%10.46%Q1 2022Q1 20235
Alpine Global Management, LLC 110.19%4.72%15.83%Q2 2014Q1 20235
KS MANAGEMENT CORP 5549.12%67.18%80.37%Q4 2014Q4 20155
McNaughton Wealth Management, LLC 550.17%0.22%0.24%Q3 2022Q3 20235
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.14%0.17%0.21%Q1 2020Q1 20215
FORT PITT CAPITAL GROUP INC 320.03%0.04%0.06%Q1 2014Q3 20155
TITLEIST CAPITAL, LLC 553.02%3.69%4.31%Q4 2021Q4 20225
Athanor Capital, LP 550.67%6.48%23.54%Q4 2017Q4 20185
HARRELL INVESTMENT PARTNERS, LLC 550.14%0.15%0.16%Q3 2022Q3 20235
Summit Equities Inc 550.09%0.13%0.16%Q2 2017Q2 20185
Geduld E E 411.26%2.19%3.52%Q1 2014Q4 20165
Probabilities Fund Management, LLC 557.98%10.69%13.91%Q4 2017Q4 20185
BARRETT & COMPANY, INC. 551.14%1.22%1.43%Q3 2022Q3 20235
Darrow Company, Inc. 410.14%0.57%0.80%Q2 2022Q3 20235
BERRY GROUP, LLC 551.53%2.01%2.26%Q4 2019Q4 20205
Luken Investment Analytics, LLC 417.01%9.97%12.42%Q4 2020Q3 20235
Private Wealth Advisors, LLC 330.07%0.70%2.81%Q3 2019Q1 20205
VALLEY NATIONAL BANCORP 554.56%5.07%5.86%Q4 2013Q4 20145
Thornmark Asset Management Inc. 550.72%1.30%2.18%Q3 2013Q3 20145
Seminole Management Co., Inc. 551.03%1.73%2.59%Q1 2016Q1 20175
Southpaw Asset Management LP 2131.42%48.78%60.22%Q4 2014Q1 20205
GSA CAPITAL PARTNERS LLP 210.01%0.03%0.05%Q3 2016Q3 20235
Rothschild Capital Partners, LLC 311.03%5.73%16.23%Q4 2014Q4 20165
LEUTHOLD GROUP, LLC 210.02%0.03%0.06%Q2 2013Q4 20185
Limestone Value Partners, LLC 440.50%1.59%2.21%Q4 2015Q3 20165
Amtrust Financial Services, Inc. 551.75%6.70%12.98%Q4 2016Q4 20175
Insight Inv LLC 551.04%1.09%1.19%Q4 2021Q4 20225
Scepter Holdings, Inc. 559.79%65.59%89.00%Q1 2018Q1 20195
Quadrant Capital Management, LLC 320.10%0.14%0.16%Q3 2018Q4 20195
TERRIL BROTHERS, INC. 550.27%0.30%0.37%Q4 2014Q4 20155
CRAMER ROSENTHAL MCGLYNN LLC 110.00%0.02%0.05%Q2 2013Q4 20185
HIGHLINE CAPITAL MANAGEMENT, L.P. 110.19%9.04%13.83%Q2 2013Q3 20175
CYRUS CAPITAL PARTNERS, L.P. 210.00%0.05%0.15%Q1 2014Q3 20215
Dean, Jacobson Financial Services, LLC 321.37%32.31%41.09%Q4 2021Q3 20235
Numina Capital Management, LLC 312.83%8.60%20.43%Q1 2015Q3 20175
TRADITION ASSET MANAGEMENT LLC 552.19%2.34%2.50%Q2 2019Q2 20205
Prosiris Capital Management LP 3115.46%65.30%99.18%Q4 2014Q1 20165
PRING TURNER CAPITAL GROUP INC 550.25%0.38%0.82%Q3 2022Q3 20235
Atreides Management, LP 419.88%19.31%26.06%Q3 2020Q3 20225
JBJ Investment Partners, LLC 550.24%0.25%0.28%Q4 2020Q4 20215
West Family Investments, Inc. 210.06%0.85%2.31%Q2 2017Q3 20225
Baring International Investment Ltd 550.21%0.23%0.27%Q2 2013Q2 20145
swisspartners Advisors Ltd 410.15%0.22%0.24%Q4 2021Q3 20235
Bain Capital Public Equity Management, LLC 410.10%0.22%0.41%Q4 2016Q1 20195
Long Wharf Investors, Inc. 551.85%2.04%2.36%Q2 2013Q2 20145
ROMANO BROTHERS AND COMPANY 552.21%2.36%2.63%Q3 2022Q3 20235
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 210.22%0.42%0.58%Q4 2014Q3 20195
COMMUNITY BANK SYSTEM, INC. 551.06%1.09%1.11%Q3 2013Q3 20145
FourWorld Capital Management LLC 330.12%8.52%17.73%Q1 2023Q3 20235
Invenomic Capital Management LP 210.00%6.40%12.71%Q4 2019Q3 20235
WEST MICHIGAN ADVISORS, LLC 410.15%0.23%0.30%Q2 2022Q3 20235
Parplus Partners 5585.36%97.07%100.00%Q4 2018Q4 20195
Brick & Kyle, Associates 410.02%0.04%0.15%Q4 2014Q3 20235
TRH Financial, LLC 550.09%0.15%0.21%Q2 2021Q2 20225
Panning Capital Management, LP 116.63%38.46%75.92%Q2 2013Q1 20165
IRONWOOD INVESTMENT MANAGEMENT LLC 320.11%0.12%0.13%Q4 2021Q3 20235
Airain ltd 310.03%0.05%0.08%Q3 2015Q2 20175
RAM Investment Partners, LLC 550.16%0.25%0.31%Q4 2022Q4 20235
Arlington Financial Advisors, LLC 410.12%0.32%0.39%Q4 2018Q1 20215
USA FINANCIAL FORMULAS 320.00%0.00%0.01%Q3 2020Q2 20225
Nikko Asset Management Americas, Inc. 410.04%0.11%0.25%Q3 2014Q2 20165
Yost Capital Management, LP 211.74%5.14%9.04%Q4 2019Q3 20225
NORTHWEST WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
Sicart Associates LLC 410.07%0.18%0.55%Q1 2017Q3 20225
CLEAR INVESTMENT RESEARCH, LLC 550.02%0.11%0.25%Q3 2022Q3 20235
Pacific Grove Capital LP 312.51%12.81%22.55%Q1 2016Q4 20185
Baron Wealth Management LLC 552.25%2.54%2.74%Q4 2022Q4 20235
DYMON ASIA CAPITAL LTD 3220.19%44.85%68.08%Q2 2016Q3 20175
EXELON CORP 4122.64%84.53%100.00%Q4 2017Q4 20215
Blue Granite Capital, LLC 550.03%9.72%41.89%Q4 2016Q4 20175
Sycale Advisors (NY) LLC 410.36%25.02%49.78%Q1 2021Q3 20235
Socha Financial Group, LLC 550.20%0.29%0.47%Q3 2022Q3 20235
Paradigm Capital Management, LLC/NV 550.55%0.66%0.76%Q4 2021Q4 20225
Gupta Wealth Management LLC 550.90%1.10%1.32%Q1 2015Q1 20165
Northeast Financial Group, Inc. 550.19%0.38%0.62%Q3 2022Q3 20235
DUDLEY CAPITAL MANAGEMENT, LLC 440.18%0.29%0.67%Q4 2022Q3 20235
Compass Wealth Management LLC 550.62%0.65%0.67%Q4 2022Q4 20235
Cognios Capital, LLC 550.60%0.68%0.78%Q1 2019Q1 20205
Phoenix Investment Adviser LLC 410.37%1.45%4.61%Q3 2014Q3 20195
Evanston Investments, Inc., dba Evanston Advisors 410.07%2.64%12.87%Q4 2015Q4 20185
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC 330.83%24.46%92.89%Q1 2015Q3 20155
AGRAN LIBBIE 310.47%0.51%0.53%Q2 2013Q1 20155
Premia Global Advisors, LLC 550.14%0.34%0.59%Q4 2017Q4 20185
Kellett Wealth Advisors, LLC 320.16%0.18%0.20%Q4 2021Q3 20235
Sargent Investment Group, LLC 320.06%0.24%0.38%Q4 2018Q1 20235
THIRD AVENUE MANAGEMENT LLC 210.01%0.08%0.23%Q3 2015Q4 20205
Segantii Capital Management Ltd 210.01%0.60%1.87%Q3 2016Q1 20235
REDMONT WEALTH ADVISORS LLC 551.17%1.32%1.49%Q4 2021Q4 20225
Kinloch Capital, LLC 552.48%2.62%2.91%Q4 2020Q4 20215
Vermillion Asset Management LLC 110.38%11.71%23.61%Q3 2013Q2 20145
Fidelis Capital Partners, LLC 440.04%2.66%4.37%Q4 2022Q3 20235
BCWM, LLC 550.12%0.27%0.39%Q1 2020Q1 20215
INTREPID CAPITAL MANAGEMENT INC 550.12%0.29%0.47%Q3 2022Q3 20235
WealthSpring Partners, LLC 554.21%4.36%4.61%Q3 2022Q3 20235
AZENTUS CAPITAL MANAGEMENT Ltd 319.65%23.68%44.19%Q3 2013Q3 20155
KRAEMATON INVESTMENT ADVISORS, INC 320.21%0.22%0.24%Q4 2021Q2 20235
Greenline Partners, LLC 550.02%0.02%0.05%Q4 2019Q4 20205
Balboa Wealth Partners 552.32%2.83%3.24%Q3 2022Q3 20235
Rovida Advisors Inc. 321.04%9.25%16.99%Q1 2020Q2 20225
CATAPULT CAPITAL MANAGEMENT LLC 412.61%4.89%7.38%Q2 2013Q1 20155
NewDay Solutions, LLC 411.67%3.70%4.54%Q4 2018Q1 20205
HARVARD MANAGEMENT CO INC 322.57%9.95%34.91%Q3 2015Q4 20165
CMH Wealth Management LLC 554.08%4.49%4.68%Q4 2018Q4 20195
ANCORA FAMILY WEALTH ADVISORS, LLC 550.28%0.31%0.34%Q3 2015Q3 20165
UNIQUE WEALTH, LLC 440.00%1.82%4.01%Q4 2022Q3 20235
JAG CAPITAL MANAGEMENT, LLC 410.03%0.44%2.06%Q2 2022Q3 20235
Mast Capital Management, LLC 311.00%27.78%80.50%Q2 2013Q4 20155
Colonial Trust Co / SC 550.66%0.68%0.73%Q3 2022Q3 20235
Wechter Feldman Wealth Management, Inc. 5516.74%17.79%18.84%Q2 2020Q2 20215
ADVISOR PARTNERS II, LLC 550.06%0.10%0.16%Q3 2022Q3 20235
DRIVE WEALTH MANAGEMENT, LLC 410.30%0.63%1.86%Q4 2021Q3 20235
Wilmington Trust, National Association 552.00%2.06%2.11%Q2 2013Q2 20145
EMC Capital Management 550.03%0.56%0.74%Q3 2022Q3 20235
BRIGGS ADVISORY GROUP, INC. 320.12%0.14%0.20%Q4 2021Q3 20235
ARISTEIA CAPITAL, L.L.C. 310.96%17.16%36.23%Q2 2015Q3 20235
MGO Private Wealth, LLC 554.55%7.17%10.86%Q3 2022Q3 20235
CHESAPEAKE ASSET MANAGEMENT LLC 410.36%0.59%1.22%Q4 2015Q4 20195
PURSUE WEALTH PARTNERS LLC 410.04%0.39%0.68%Q1 2022Q3 20235
PHH Investments, Ltd. 550.11%0.14%0.15%Q4 2018Q4 20195
BEL AIR INVESTMENT ADVISORS LLC 221.24%1.87%2.26%Q2 2013Q2 20215
Jump Financial, LLC 210.08%6.39%12.67%Q3 2020Q2 20225
Meghalaya Partners, L.P. 226.40%21.77%50.49%Q4 2017Q3 20195
OAKWOOD CAPITAL MANAGEMENT LLC/CA 550.07%0.11%0.17%Q2 2020Q2 20215
Morningstar Investment Services LLC 410.01%0.14%0.66%Q4 2021Q1 20235
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 410.27%0.44%1.10%Q2 2020Q3 20235
Polar Capital LLP 210.10%3.52%7.82%Q2 2014Q3 20175
PHYSICIANS FINANCIAL SERVICES, INC. 550.11%0.12%0.13%Q4 2015Q4 20165
Strategic Capital Group LLC 552.35%3.44%5.07%Q2 2013Q2 20145
James J. Burns & Company, LLC 550.10%0.13%0.23%Q3 2022Q3 20235
Alpha Square Group S LLC 411.63%17.05%35.03%Q1 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 555.86%8.02%10.04%Q4 2016Q4 20175
TLP GROUP LLC 552.58%9.93%19.02%Q1 2017Q1 20185
Beacon Pointe Wealth Advisors, LLC 550.49%0.66%0.95%Q4 2018Q4 20195
SABBY MANAGEMENT, LLC 111.12%1.38%1.88%Q1 2014Q3 20235
David J Yvars Group 550.36%0.55%0.63%Q4 2020Q4 20215
Strong Tower Advisory Services 410.11%0.11%0.12%Q1 2022Q3 20235
Fosun International Ltd 550.19%0.24%0.29%Q2 2020Q2 20215
PROFESSIONAL PLANNING 411.02%1.17%1.28%Q2 2020Q3 20215
Strategic Asset Management, LLC 550.83%1.21%1.60%Q3 2021Q3 20225
ENZI WEALTH 550.18%0.23%0.28%Q3 2022Q3 20235
Kaizen Advisory, LLC 557.26%20.86%54.11%Q4 2017Q4 20185
Morling Financial Advisors, LLC 550.30%0.32%0.35%Q3 2022Q3 20235
ISLAY CAPITAL MANAGEMENT, LLC 310.00%0.58%2.72%Q4 2019Q3 20235
EnTrust Global Partners Offshore LP 210.09%11.95%29.82%Q4 2017Q2 20195
W.H. Cornerstone Investments Inc. 551.05%1.09%1.14%Q3 2022Q3 20235
Cahill Wealth Management, LLC 551.40%1.86%2.04%Q3 2022Q3 20235
Unison Asset Management LLC 550.36%0.37%0.40%Q3 2022Q3 20235
Westpark Management, LLC 442.31%39.59%52.76%Q4 2021Q3 20225
Bellevue Group AG 550.01%0.01%0.02%Q3 2022Q3 20235
Rye Brook Capital LLC 443.17%20.22%58.69%Q2 2021Q1 20225
Hefty Wealth Partners 210.01%0.16%0.40%Q4 2015Q1 20185
HARVEST VOLATILITY MANAGEMENT LLC 5532.81%40.23%55.77%Q4 2020Q4 20215
Crescent Capital Consulting, LLC 550.06%0.12%0.19%Q4 2020Q4 20215
WHITE MOUNTAINS INSURANCE GROUP LTD 5523.85%51.92%66.45%Q3 2022Q3 20235
SBK Financial, Inc. 551.58%1.99%2.37%Q4 2021Q4 20225
JB Capital LLC 320.02%0.02%0.04%Q3 2021Q3 20235
Wallace Capital Management Inc. 410.03%0.11%0.14%Q1 2021Q2 20225
Yellowstone Partners, LLC 210.08%0.25%0.36%Q4 2014Q4 20175
Concentric Capital Strategies, LP 550.11%4.02%17.38%Q3 2022Q3 20235
Ulrich Consultants & Investment Group, LLC 551.09%3.97%6.45%Q2 2022Q2 20235
Global Wealth Strategies & Associates 550.08%0.09%0.09%Q4 2022Q4 20235
Rubric Capital Management LP 2112.46%18.63%30.00%Q4 2016Q1 20225
CASPIAN CAPITAL LP 2131.33%60.80%94.48%Q4 2014Q2 20175
Eisler Capital (UK) Ltd. 210.12%0.88%2.42%Q1 2021Q2 20235
P&S Credit Management, L.P. 444.30%46.91%80.26%Q4 2022Q3 20235
Tuscan Ridge Asset Management LLC 210.14%0.53%1.02%Q4 2018Q3 20195
ACAS, LLC 410.31%0.35%0.38%Q2 2022Q3 20235
PARK NATIONAL CORP /OH/ 550.11%0.12%0.12%Q4 2022Q4 20235
Poehling Capital Management, INC. 310.00%0.10%0.28%Q4 2017Q1 20225
AXS Investments LLC 310.07%0.90%2.11%Q1 2021Q3 20235
Empire Capital Management, L.L.C. 2111.55%22.26%41.29%Q1 2014Q4 20165
AMJ Financial Wealth Management 310.13%0.17%0.22%Q4 2019Q3 20235
LILLEY & CO 550.36%0.41%0.43%Q2 2013Q2 20145
CrestPoint Capital Management, LLC 550.12%0.13%0.15%Q4 2013Q4 20145
FIRST HORIZON CORP 410.60%0.98%1.16%Q2 2013Q2 20215
CoreCap Advisors, LLC 551.89%2.40%2.93%Q4 2021Q4 20225
Yorktown Management & Research Co Inc 410.45%0.85%1.16%Q3 2015Q3 20175
Artha Capital Management, Inc. 210.18%10.42%15.33%Q1 2013Q2 20145
CoreCommodity Management, LLC 412.56%15.84%44.98%Q4 2013Q1 20155
FMA ADVISORY INC 410.02%0.16%0.22%Q2 2015Q1 20215
Lindenwold Advisors, INC 550.37%0.45%0.50%Q4 2021Q4 20225
HWG Holdings LP 210.00%0.12%0.26%Q2 2018Q4 20235
Jane Street Holding, LLC 330.00%1.25%3.12%Q2 2013Q4 20135
SUMMITRY LLC 210.02%0.04%0.06%Q4 2016Q4 20225
DIKER MANAGEMENT LLC 331.86%3.99%5.60%Q1 2015Q3 20155
WILMINGTON TRUST CO 550.87%0.94%1.01%Q2 2013Q2 20145
RAMIUS ADVISORS LLC 210.02%0.48%1.73%Q3 2019Q3 20215
Strategic Investment Solutions, Inc. /IL 440.05%0.10%0.20%Q4 2022Q3 20234
SANDLER CAPITAL MANAGEMENT 210.02%1.88%5.11%Q4 2013Q4 20184
ICC CAPITAL MANAGEMENT INC/ 440.00%0.03%0.07%Q2 2014Q1 20154
AGF MANAGEMENT LTD 440.08%0.08%0.09%Q4 2022Q3 20234
BALESTRA CAPITAL LTD. 115.58%38.13%80.38%Q2 2013Q2 20144
Brahman Capital Corp. 116.98%11.92%16.02%Q3 2013Q3 20154
BRANDES INVESTMENT PARTNERS, LP 110.00%0.01%0.02%Q4 2015Q1 20204
MORGENS WATERFALL VINTIADIS & CO INC 445.81%21.46%34.11%Q3 2015Q2 20164
BESSEMER SECURITIES LLC 210.26%0.61%0.99%Q3 2015Q1 20234
VANGUARD GROUP INC 310.00%0.00%0.01%Q3 2016Q3 20234
COMMUNITY TRUST & INVESTMENT CO 220.02%0.03%0.04%Q4 2016Q3 20184
PECONIC PARTNERS LLC 210.01%4.09%15.93%Q2 2013Q2 20194
ROBSHAW & JULIAN ASSOCIATES INC 440.98%1.12%1.26%Q2 2013Q1 20144
CANANDAIGUA NATIONAL BANK & TRUST CO 443.14%4.11%4.54%Q2 2017Q1 20184
CYPRESS FUNDS LLC 3111.61%12.87%13.60%Q2 2016Q2 20174
COBALT CAPITAL MANAGEMENT, INC. 111.90%3.25%4.24%Q2 2013Q4 20214
NWI MANAGEMENT LP 440.48%3.14%5.63%Q2 2015Q1 20164
FAIRFIELD, BUSH & CO. 210.00%0.06%0.10%Q2 2013Q2 20234
DAVIDSON TRUST CO 440.17%0.18%0.20%Q4 2022Q3 20234
CLINTON GROUP INC 210.03%0.21%0.51%Q3 2014Q2 20184
DE BURLO GROUP INC 310.01%0.38%1.42%Q3 2020Q3 20224
Gruss Capital Management LP 219.43%14.75%27.47%Q2 2013Q3 20154
PRENTISS SMITH & CO INC 310.04%0.05%0.05%Q4 2015Q3 20184
Glenview Capital Management 446.09%10.12%11.99%Q4 2022Q3 20234
CAZ INVESTMENTS LP 3120.26%34.30%48.20%Q3 2016Q3 20174
OAK HILL ADVISORS LP 210.14%18.29%31.31%Q2 2014Q1 20164
MONTPELIER RE HOLDINGS LTD 4421.12%30.13%38.52%Q2 2014Q1 20154
ARGENT TRUST COMPANY, N.A. 440.52%0.54%0.58%Q2 2014Q1 20154
AFAM CAPITAL, INC. 310.03%0.05%0.11%Q4 2014Q2 20164
STEINBERG ASSET MANAGEMENT LLC 310.39%0.43%0.48%Q3 2020Q3 20234
KELLOGG W K FOUNDATION TRUST 210.24%0.95%1.50%Q2 2016Q4 20204
STARR INTERNATIONAL CO INC 215.66%10.42%18.07%Q4 2018Q1 20204
MONTGOMERY INVESTMENT MANAGEMENT INC 440.17%0.18%0.18%Q2 2016Q1 20174
CHELSEA COUNSEL CO 440.06%0.07%0.08%Q4 2022Q3 20234
OVERSEA-CHINESE BANKING Corp Ltd 440.37%0.44%0.47%Q4 2022Q3 20234
Broderick Brian C 441.27%1.29%1.32%Q4 2022Q3 20234
Eton Park Capital Management, L.P. 210.42%1.97%3.34%Q4 2013Q4 20154
SOUND ENERGY PARTNERS, INC. 317.63%17.31%32.02%Q3 2013Q3 20144
Kamunting Street Capital Management, L.P. 115.10%11.68%26.11%Q3 2019Q2 20224
F&C Asset Management plc 440.04%0.06%0.07%Q2 2013Q1 20144
Westend Capital Management, LLC 310.70%0.78%0.86%Q2 2013Q2 20144
Ferox Capital Management LP 441.79%2.48%3.74%Q1 2019Q4 20194
Haverford Financial Services, Inc. 110.07%0.15%0.32%Q4 2016Q4 20194
GLG LLC 210.15%0.62%1.34%Q4 2014Q3 20164
Grantham, Mayo, Van Otterloo & Co. LLC 310.00%0.02%0.04%Q4 2015Q1 20174
EJF Capital LLC 217.59%11.38%16.08%Q1 2015Q1 20174
Aurelius Capital Management, LP 2133.79%50.81%74.44%Q3 2014Q4 20184
Mitsubishi UFJ Securities Holdings Co., Ltd. 443.72%5.85%7.26%Q3 2016Q2 20174
Dorsey Wright & Associates 110.07%0.89%2.64%Q4 2018Q4 20224
Bath Savings Trust Co 440.03%0.04%0.04%Q4 2022Q3 20234
Boston Partners 210.00%0.02%0.04%Q2 2013Q4 20184
Cambrian Capital Limited Partnership 3113.16%23.45%34.09%Q2 2016Q2 20184
Barton Investment Management 440.10%0.12%0.15%Q4 2022Q3 20234
Capital Investment Counsel, Inc 310.09%0.11%0.13%Q4 2015Q1 20174
DECADE CAPITAL MANAGEMENT LLC 312.55%7.75%12.70%Q1 2014Q1 20154
Quantitative Investment Management, LLC 111.52%13.86%40.37%Q4 2018Q3 20234
KSA CAPITAL MANAGEMENT, LLC 118.12%15.53%27.39%Q4 2014Q3 20174
GTS SECURITIES LLC 220.02%3.93%7.85%Q2 2023Q3 20234
Kingdom Ridge Capital, LLC 4420.10%33.64%48.72%Q4 2016Q3 20174
Biondo Investment Advisors, LLC 310.04%0.10%0.13%Q3 2019Q1 20224
440 INVESTMENT GROUP, LLC 441.80%2.89%3.42%Q1 2017Q4 20174
361 CAPITAL LLC 210.06%8.94%18.84%Q4 2015Q3 20184
AGF Investments LLC 440.00%0.00%0.00%Q1 2018Q4 20184
RTW INVESTMENTS, LP 445.65%6.03%6.44%Q1 2021Q4 20214
SPHERA FUNDS MANAGEMENT LTD. 215.13%6.36%8.05%Q1 2020Q1 20234
Archer Capital Management, L.P. 118.26%19.81%26.64%Q2 2013Q2 20164
Corbin Capital Partners, L.P. 441.49%4.32%8.10%Q4 2022Q3 20234
Saba Capital Management, L.P. 330.33%1.70%3.69%Q2 2014Q4 20144
Broadfin Capital, LLC 2111.20%19.33%24.14%Q2 2016Q4 20194
Meru Capital Group, LP 210.45%7.38%14.70%Q2 2013Q3 20204
RIVERSVILLE CAPITAL, INC. 442.24%4.53%10.51%Q2 2013Q1 20144
Vollero Beach Capital Partners LLC 212.56%9.74%24.90%Q2 2014Q3 20154
Starboard Value LP 210.08%9.88%23.80%Q3 2018Q3 20204
Western Standard LLC 210.03%0.19%0.39%Q3 2018Q2 20234
Kessler Investment Group, LLC 210.00%0.10%0.21%Q1 2020Q4 20224
Candlewood Investment Group, LP 2159.02%73.27%85.56%Q4 2014Q1 20174
Palogic Value Management, L.P. 440.32%0.35%0.38%Q4 2022Q3 20234
Riverloft Capital Management L.P. 4425.11%35.35%47.15%Q1 2015Q4 20154
MANGROVE PARTNERS IM, LLC 4411.25%45.96%59.72%Q1 2018Q4 20184
Magellan Asset Management Ltd 440.02%0.02%0.03%Q4 2016Q3 20174
Corre Partners Management, LLC 2121.81%36.70%56.26%Q4 2021Q2 20234
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 441.09%1.35%1.64%Q4 2022Q3 20234
Encompass Capital Advisors LLC 319.31%16.40%23.87%Q1 2018Q1 20194
SUMIT CAPITAL, LLC 3111.15%26.09%50.05%Q1 2014Q1 20154
Stone Toro Investment Advisers, LP 441.41%3.56%6.66%Q2 2014Q1 20154
Filament LLC 440.41%0.43%0.45%Q4 2016Q3 20174
Huntington Steele LLC 440.14%0.15%0.16%Q2 2017Q1 20184
FutureAdvisor, Inc. 440.16%0.25%0.33%Q4 2014Q3 20154
RIVERHEAD CAPITAL MANAGEMENT LLC 310.02%0.22%0.42%Q3 2017Q3 20194
HITE Hedge Asset Management LLC 310.09%0.13%0.15%Q4 2021Q3 20234
Kerrisdale Advisers, LLC 110.15%5.37%12.46%Q1 2016Q3 20234
Cerebellum GP, LLC 220.01%10.54%30.24%Q1 2018Q1 20194
Sanibel Captiva Investment Advisers, Inc. 440.28%0.45%0.81%Q1 2013Q4 20134
J2 Capital Management Inc 440.37%0.39%0.42%Q4 2022Q3 20234
MRA Associates USA LLC 442.32%4.50%5.36%Q4 2018Q3 20194
Princeton Alpha Management LP 210.32%3.90%6.38%Q4 2013Q3 20154
Sterling Ridge Capital Management LP 211.44%17.68%48.88%Q1 2015Q1 20164
Balter Liquid Alternatives, LLC 210.01%0.96%3.78%Q1 2016Q2 20194
THREE BAYS CAPITAL LP 119.05%27.80%37.85%Q2 2016Q2 20184
TAM Capital Management Inc. 310.49%3.42%9.70%Q1 2015Q1 20164
Connor, Clark & Lunn Investment Management Ltd. 440.00%0.00%0.00%Q1 2019Q4 20194
MUFG Securities EMEA plc 110.02%4.54%8.38%Q2 2014Q2 20214
Parkwood LLC 310.05%0.40%1.37%Q3 2014Q3 20154
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 210.09%0.20%0.42%Q4 2014Q3 20234
Michael & Susan Dell Foundation 4466.37%74.23%97.46%Q4 2019Q3 20204
MARLIN SAMS CAPITAL MANAGEMENT LLC 448.02%21.59%51.82%Q4 2016Q3 20174
Ashford Investment Management, LLC 221.01%50.00%100.00%Q1 2016Q2 20164
Alta Park Capital, LP 115.71%7.04%8.30%Q4 2019Q1 20234
J.P. Turner & Co Capital Mnagement, LLC 440.69%0.99%1.21%Q4 2014Q3 20154
Strategic Capital Alternatives LLC 310.28%1.10%1.94%Q3 2014Q3 20154
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 446.66%7.92%9.19%Q4 2021Q3 20224
Samson Capital Advisors LLC 440.19%0.31%0.39%Q4 2014Q3 20154
Farmstead Capital Management, LLC 2234.54%70.24%91.36%Q4 2015Q3 20184
Lebenthal Asset Management, LLC 440.11%0.19%0.40%Q2 2016Q1 20174
1 NORTH WEALTH SERVICES LLC 221.02%1.21%1.74%Q4 2018Q4 20194
Castle Ridge Investment Management LP 441.86%9.24%13.52%Q3 2016Q2 20174
Cleary Gull Holdings Inc. 441.39%1.63%1.80%Q2 2015Q1 20164
AXAR CAPITAL MANAGEMENT L.P. 3137.46%79.21%95.83%Q4 2015Q2 20194
Tairen Capital Ltd 310.18%6.72%13.63%Q1 2016Q4 20184
Genesee Capital Advisors, LLC 210.01%0.14%0.44%Q4 2018Q3 20234
Julex Capital Management, LLC 440.04%1.27%4.94%Q4 2018Q3 20194
Moss Adams Wealth Advisors LLC 440.66%0.73%0.89%Q4 2022Q3 20234
Convector Capital Management, LP 444.11%5.81%8.50%Q4 2015Q3 20164
Fiduciary Wealth Partners, LLC 440.09%0.11%0.12%Q1 2016Q4 20164
Mint Tower Capital Management B.V. 310.00%0.08%0.12%Q3 2017Q1 20214
Jenkins Wealth 110.33%9.41%14.09%Q4 2021Q4 20224
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) 440.46%1.48%2.89%Q4 2015Q3 20164
KHP Capital, LLC 4418.50%18.96%19.43%Q4 2017Q3 20184
Warlander Asset Management, LP 3121.09%55.05%79.73%Q4 2016Q4 20174
Capital One Investing, Inc. 448.67%9.50%10.13%Q4 2018Q3 20194
Paragon Wealth Strategies, LLC 220.32%5.92%12.40%Q4 2018Q3 20234
ROBERTSON STEPHENS ADVISORS LLC 440.66%1.30%3.18%Q4 2016Q3 20174
Per Stirling Capital Management, LLC. 440.62%0.77%0.90%Q4 2022Q3 20234
Bowie Capital Management, LLC 440.18%0.32%0.69%Q1 2020Q4 20204
Neuburgh Advisers LLC 310.01%0.12%0.24%Q3 2017Q3 20194
Mitsubishi UFJ Asset Management (UK) Ltd. 212.14%3.46%4.40%Q3 2020Q4 20224
Benson Investment Management Company, Inc. 440.02%0.03%0.06%Q4 2021Q3 20224
Tyers Asset Management LLC 310.01%0.16%0.32%Q3 2017Q3 20194
Meadow Creek Investment Management LLC 310.01%0.06%0.11%Q3 2017Q3 20194
Flinton Capital Management LLC 310.02%0.19%0.36%Q3 2017Q3 20194
Wealth & Pension Services Group, Inc. 440.18%0.76%1.45%Q4 2018Q3 20194
PIER 88 INVESTMENT PARTNERS LLC 440.31%0.50%0.59%Q4 2022Q3 20234
Point72 Europe (London) LLP 110.57%2.55%7.98%Q2 2017Q3 20234
Gillson Capital LP 210.68%1.72%3.64%Q3 2018Q3 20234
Maso Capital Partners Ltd 440.03%0.10%0.21%Q1 2020Q4 20204
Counterpoint Mutual Funds LLC 440.74%0.88%1.00%Q2 2021Q1 20224
KALEIDOSCOPE CAPITAL LP 4447.33%53.19%58.74%Q4 2017Q3 20184
Caption Management, LLC 110.02%0.46%1.03%Q2 2019Q4 20204
LH Capital Markets, LLC 210.00%47.99%90.72%Q2 2020Q3 20224
Salient Private Client, LLC 442.13%4.50%6.00%Q4 2017Q3 20184
AMS Capital Ltda 212.26%8.41%16.19%Q4 2018Q3 20204
Diametric Capital, LP 310.45%2.11%3.12%Q3 2019Q3 20204
KILEY JUERGENS WEALTH MANAGEMENT, LLC 440.60%0.66%0.76%Q4 2017Q3 20184
STANSBERRY ASSET MANAGEMENT, LLC 210.12%14.05%33.33%Q4 2018Q2 20234
Francis Financial, Inc. 440.43%0.52%0.64%Q4 2022Q3 20234
Dynasty Wealth Management, LLC 441.46%3.88%7.06%Q4 2017Q3 20184
Landmark Wealth Management, LLC 210.04%0.18%0.34%Q1 2022Q2 20234
Ballew Advisors, Inc 440.04%0.34%1.22%Q4 2017Q3 20184
Dragon Financial & Investment Group, LLC 4431.74%32.56%33.69%Q4 2017Q3 20184
Santori & Peters, Inc. 310.05%0.11%0.14%Q4 2017Q4 20224
Windsor Advisory Group, LLC 440.51%0.61%0.87%Q4 2022Q3 20234
Crumly & Associates Inc. 440.09%0.10%0.10%Q4 2022Q3 20234
Geo Capital Gestora de Recursos Ltd 440.00%0.34%0.93%Q3 2019Q2 20204
Financial Advisors, LLC 440.06%0.08%0.12%Q2 2022Q1 20234
Nalls Sherbakoff Group, LLC 310.02%0.04%0.09%Q4 2018Q3 20234
Noked Israel Ltd 440.56%0.94%1.63%Q3 2022Q2 20234
Legacy Trust 443.55%3.60%3.63%Q4 2022Q3 20234
KMG FIDUCIARY PARTNERS, LLC 440.05%0.55%2.03%Q1 2020Q4 20204
III Capital Management 310.04%5.38%12.09%Q2 2020Q3 20234
Gyon Technologies Capital Management, LP 310.21%0.53%0.75%Q4 2019Q3 20214
Meeder Advisory Services, Inc. 440.08%0.14%0.20%Q4 2022Q3 20234
Privium Fund Management B.V. 310.62%1.94%2.88%Q1 2022Q2 20234
Watson Rebecca 440.28%0.29%0.30%Q4 2019Q3 20204
Birch Capital Management, LLC 440.00%0.01%0.01%Q2 2022Q1 20234
PYA Waltman Capital, LLC 440.06%0.06%0.07%Q4 2021Q3 20224
Argent Wealth Management LLC 330.00%0.26%0.53%Q4 2019Q2 20204
Future Financial Wealth Managment LLC 310.17%0.25%0.43%Q4 2021Q4 20224
Nationwide Asset Management LLC 440.19%0.25%0.37%Q1 2020Q4 20204
Stokes Family Office, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Silversage Advisors 440.86%1.01%1.37%Q4 2019Q3 20204
Lloyd Advisory Services, LLC. 110.00%0.08%0.29%Q4 2019Q3 20234
ABSHER WEALTH MANAGEMENT, LLC 310.04%0.04%0.06%Q4 2019Q4 20214
Lead Edge Capital Management, LLC 440.51%1.79%4.04%Q4 2019Q3 20204
Summit Wealth Group, LLC 210.00%0.19%0.42%Q1 2021Q1 20234
Petix & Botte Co 310.10%0.12%0.15%Q3 2022Q3 20234
Goodwin Investment Advisory 440.02%0.02%0.02%Q1 2021Q4 20214
Aspen Grove Capital, LLC 448.58%9.60%10.01%Q4 2022Q3 20234
Cartenna Capital, LP 210.09%9.76%18.70%Q4 2021Q2 20234
Paul John Balson 441.48%1.92%2.54%Q1 2020Q4 20204
REBALANCE, LLC 440.43%0.45%0.47%Q4 2022Q3 20234
Sentinus, LLC 441.88%2.67%3.80%Q3 2022Q2 20234
Vise Technologies, Inc. 310.06%0.09%0.10%Q4 2021Q3 20234
Verdad Advisers, LP 217.75%14.98%27.95%Q3 2021Q3 20234
Fortis Group Advisors, LLC 310.31%0.84%1.77%Q3 2020Q3 20234
Northstar Advisory Group, LLC 440.52%1.06%1.42%Q2 2022Q1 20234
Praetorian Wealth Management, Inc. 440.19%0.20%0.21%Q2 2020Q1 20214
Snider Financial Group 220.12%0.27%0.37%Q1 2022Q3 20234
SevenOneSeven Capital Management 220.71%2.50%3.95%Q4 2020Q4 20224
Live Oak Investment Partners 440.20%0.21%0.21%Q4 2022Q3 20234
Ghisallo Capital Management LLC 441.29%3.24%6.77%Q4 2022Q3 20234
Cypress Point Wealth Management, LLC 440.01%0.02%0.02%Q4 2020Q3 20214
SOUNDMARK WEALTH MANAGEMENT, LLC 440.11%0.16%0.20%Q4 2020Q3 20214
E Fund Management Co., Ltd. 310.06%0.16%0.27%Q4 2021Q3 20234
Phoenix Wealth Advisors 440.04%0.04%0.05%Q4 2020Q3 20214
Tandem Wealth Advisors LLC 445.14%5.55%5.77%Q4 2022Q3 20234
Freed Investment Group 440.20%0.21%0.21%Q4 2020Q3 20214
Golden State Equity Partners 220.12%0.26%0.66%Q2 2021Q3 20234
McGinn Penninger Investment Management, Inc. 440.52%0.56%0.67%Q1 2021Q4 20214
First Trust Direct Indexing L.P. 440.02%0.03%0.06%Q4 2022Q3 20234
Lifestyle Asset Management, Inc. 4414.39%16.85%20.24%Q4 2022Q3 20234
FIRETHORN WEALTH PARTNERS, LLC 210.07%0.26%0.49%Q4 2020Q4 20214
WOODWARD DIVERSIFIED CAPITAL, LLC 310.20%0.33%0.45%Q4 2020Q4 20214
Flow State Investments, L.P. 220.00%3.12%6.62%Q2 2023Q3 20234
FLYNN ZITO CAPITAL MANAGEMENT, LLC 440.24%0.42%0.94%Q4 2021Q3 20224
Innovative Portfolios 4458.90%60.44%62.72%Q1 2021Q4 20214
Prentice Wealth Management LLC 310.01%0.02%0.06%Q1 2021Q2 20224
Mezzasalma Advisors, LLC 440.21%0.22%0.25%Q4 2022Q3 20234
Newport Capital Group, LLC 310.12%0.26%0.33%Q4 2020Q3 20224
Gordian Capital Singapore Pte Ltd 310.00%0.42%1.00%Q4 2021Q3 20234
Philosophy Capital Management LLC 4411.22%20.62%35.08%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.89%1.17%1.57%Q4 2022Q3 20234
SWM Advisors 440.19%0.20%0.22%Q4 2021Q3 20224
AFS Financial Group, LLC 441.67%2.00%2.22%Q4 2022Q3 20234
Dominguez Wealth Management Solutions, Inc. 440.72%0.75%0.80%Q4 2022Q3 20234
Essex LLC 310.11%0.13%0.16%Q3 2021Q3 20234
Herold Advisors, Inc. 210.04%0.06%0.07%Q3 2021Q3 20234
CADEN CAPITAL PARTNERS, LP 4412.63%16.97%20.24%Q4 2022Q3 20234
Andrew Hill Investment Advisors, Inc. 440.29%0.61%1.20%Q4 2021Q3 20224
INTEGRAL INVESTMENT ADVISORS, INC. 440.59%0.70%0.88%Q4 2021Q3 20224
MILESTONE WEALTH, LLC 441.54%1.78%2.01%Q4 2021Q3 20224
Orcam Financial Group 220.29%0.30%0.31%Q4 2021Q3 20234
Wealth Management Solutions, LLC 440.13%0.14%0.16%Q4 2022Q3 20234
PayPay Securities Corp 441.52%2.46%3.31%Q4 2022Q3 20234
Integrity Advisory, LLC 440.52%1.01%1.94%Q1 2022Q4 20224
Lloyd Park, LLC 445.20%6.74%8.52%Q4 2021Q3 20224
Carson Advisory Inc. 310.21%0.24%0.28%Q1 2022Q3 20234
Lauterbach Financial Advisors, LLC 310.18%0.19%0.19%Q4 2021Q3 20234
Mass Ave Global Inc. 442.56%15.22%49.91%Q1 2022Q4 20224
VANCE WEALTH, INC. 440.19%0.24%0.30%Q4 2022Q3 20234
James Reed Financial Services, Inc. 440.38%13.34%27.77%Q4 2021Q3 20224
Byrne Asset Management LLC 210.00%0.02%0.07%Q4 2021Q3 20234
Vienna Asset Management LLC 441.41%8.94%18.30%Q4 2021Q3 20224
Summit Investment Advisory Services, LLC 440.49%0.57%0.77%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.47%0.59%0.68%Q4 2022Q3 20234
Wealthsimple Inc. 440.01%0.01%0.01%Q4 2021Q3 20224
KFG WEALTH MANAGEMENT, LLC 444.68%8.86%11.44%Q4 2022Q3 20234
Waycross Investment Management Co 443.34%3.77%4.23%Q4 2022Q3 20234
Asset Allocation Strategies LLC 441.22%1.36%1.44%Q4 2022Q3 20234
West Wealth Group, LLC 220.08%0.09%0.09%Q4 2021Q3 20234
Millington Financial Advisors, LLC 443.40%3.48%3.59%Q4 2022Q3 20234
CATALYST FINANCIAL PARTNERS LLC 441.62%1.94%2.18%Q4 2022Q3 20234
EPACRIA CAPITAL PARTNERS, LLC 444.52%5.01%5.44%Q4 2022Q3 20234
Carr Financial Group Corp 440.13%0.16%0.20%Q4 2022Q3 20234
Wallace Advisory Group, LLC 440.43%0.61%1.13%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 441.61%1.65%1.71%Q4 2022Q3 20234
Pacific Sage Partners, LLC 440.08%0.09%0.09%Q4 2022Q3 20234
Bleakley Financial Group, LLC 442.37%2.52%2.76%Q4 2022Q3 20234
Callan Family Office, LLC 445.00%5.71%6.44%Q4 2022Q3 20234
INVICTUS PRIVATE WEALTH, LLC 441.42%1.50%1.64%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.43%0.45%0.48%Q4 2022Q3 20234
Vertex Planning Partners, LLC 443.92%4.47%4.78%Q4 2022Q3 20234
WPWealth LLP 441.45%1.64%1.79%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.50%0.58%0.62%Q4 2022Q3 20234
AJ Advisors, LLC 440.35%0.36%0.38%Q4 2022Q3 20234
Centurion Wealth Management LLC 440.74%0.78%0.84%Q4 2022Q3 20234
Johnson & White Wealth Management, LLC 310.55%0.67%0.92%Q3 2022Q3 20234
Ethos Financial Group, LLC 440.09%0.13%0.17%Q4 2022Q3 20234
Fiduciary Alliance LLC 443.96%4.09%4.19%Q4 2022Q3 20234
RFP Financial Group LLC 440.32%0.43%0.76%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.14%0.15%0.16%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.14%0.25%0.36%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.16%0.20%0.22%Q4 2022Q3 20234
Left Brain Wealth Management, LLC 440.50%0.52%0.54%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.19%0.20%0.22%Q4 2022Q3 20234
Whitford Management LLC 4483.41%86.21%89.86%Q4 2022Q3 20234
Hilltop Partners LLC 440.20%0.21%0.22%Q4 2022Q3 20234
Retirement Investment Advisors, Inc. 440.15%0.29%0.49%Q4 2022Q3 20234
Blue Investment Partners LLC 444.83%8.26%9.78%Q4 2022Q3 20234
RIA Advisory Group LLC 440.29%3.86%14.17%Q4 2022Q3 20234
Sharper & Granite LLC 440.56%0.72%0.83%Q4 2022Q3 20234
JDM Financial Group LLC 444.25%4.39%4.54%Q4 2022Q3 20234
Waterford Advisors, LLC 440.20%0.23%0.26%Q4 2022Q3 20234
Gallacher Capital Management LLC 440.27%0.29%0.32%Q4 2022Q3 20234
Family Asset Management, LLC 441.00%1.03%1.07%Q4 2022Q3 20234
BEACON INVESTMENT ADVISORS LLC 440.23%0.23%0.24%Q4 2022Q3 20234
LAM GROUP, INC. 440.84%0.87%0.90%Q4 2022Q3 20234
Crescent Sterling, Ltd. 440.25%0.26%0.27%Q4 2022Q3 20234
SP Asset Management LLC 440.18%0.27%0.52%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.88%0.90%0.91%Q4 2022Q3 20234
Two Point Capital Management, Inc. 440.14%0.59%1.91%Q4 2022Q3 20234
Northern Financial Advisors Inc 4410.59%11.31%11.85%Q4 2022Q3 20234
RETIREMENT FINANCIAL SOLUTIONS, LLC 4410.49%12.41%15.22%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 444.05%4.17%4.29%Q4 2022Q3 20234
Phillips Wealth Planners LLC 440.33%0.38%0.50%Q4 2022Q3 20234
Register Financial Advisors LLC 440.70%0.85%0.92%Q4 2022Q3 20234
Olistico Wealth, LLC 441.62%1.66%1.73%Q4 2022Q3 20234
Nordwand Advisors, LLC 440.14%0.21%0.25%Q4 2022Q3 20234
Schear Investment Advisers, LLC 440.62%0.67%0.73%Q4 2022Q3 20234
Forza Wealth Management, LLC 441.34%1.43%1.58%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 442.10%2.13%2.19%Q4 2022Q3 20234
HF Advisory Group, LLC 440.18%0.29%0.39%Q4 2022Q3 20234
GEM Asset Management, LLC 448.60%8.79%8.98%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.13%0.14%0.15%Q4 2022Q3 20234
VitalStone Financial, LLC 440.06%0.14%0.38%Q4 2022Q3 20234
Jessup Wealth Management, Inc 440.40%0.41%0.42%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.15%0.16%0.18%Q4 2022Q3 20234
Commonwealth Retirement Investments LLC 440.38%0.41%0.48%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.06%0.06%0.07%Q4 2022Q3 20234
REGIMEN WEALTH, LLC 440.12%0.16%0.22%Q4 2022Q3 20234
HTG Investment Advisors, Inc. 440.62%0.65%0.67%Q4 2022Q3 20234
Allegiance Financial Group Advisory Services LLC 440.94%1.16%1.46%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.52%0.63%0.74%Q4 2022Q3 20234
Arcadia Wealth Management, LLC 440.44%0.49%0.52%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 440.13%0.15%0.17%Q4 2022Q3 20234
Breakwater Capital Group 440.50%0.54%0.59%Q4 2022Q3 20234
Family Capital Management, Inc. 442.37%3.43%4.20%Q4 2022Q3 20234
Worth Financial Advisory Group, LLC 440.73%0.97%1.26%Q4 2022Q3 20234
PALO ALTO WEALTH ADVISORS, LLC 440.96%0.98%1.03%Q4 2022Q3 20234
PPSC Investment Service Corp 4422.75%24.03%25.04%Q4 2022Q3 20234
CORA CAPITAL ADVISORS LLC 440.50%0.56%0.60%Q4 2022Q3 20234
Great Waters Wealth Management 440.07%0.09%0.10%Q4 2022Q3 20234
Mendota Financial Group, LLC 440.09%0.10%0.11%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Arista Wealth Management, LLC 440.41%0.52%0.66%Q4 2022Q3 20234
Team Hewins, LLC 440.88%5.10%17.70%Q4 2022Q3 20234
Semus Wealth Partners LLC 441.20%1.56%1.86%Q4 2022Q3 20234
McGlone Suttner Wealth Management, Inc. 440.09%0.10%0.12%Q4 2022Q3 20234
Tilson Financial Group, Inc. 446.15%8.19%13.88%Q4 2022Q3 20234
Marmo Financial Group, LLC 4412.38%29.11%35.21%Q4 2022Q3 20234
River Street Advisors LLC 440.55%0.60%0.71%Q4 2022Q3 20234
LWMG, LLC 440.16%0.58%1.74%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 444.03%4.60%5.03%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 441.39%1.73%1.89%Q4 2022Q3 20234
Core Wealth Partners LLC 440.29%0.36%0.46%Q4 2022Q3 20234
STEVENS CAPITAL PARTNERS 440.52%0.52%0.53%Q4 2022Q3 20234
LGT Financial Advisors LLC 441.79%2.22%3.04%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.38%0.43%0.58%Q4 2022Q3 20234
Financial Partners Group, LLC 440.37%0.39%0.40%Q4 2022Q3 20234
Hassell Wealth Management, LLC 442.10%2.13%2.17%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 440.90%1.20%1.46%Q4 2022Q3 20234
Prossimo Advisors, LLC 440.88%1.70%2.07%Q4 2022Q3 20234
Moran Wealth Management, LLC 440.56%0.65%0.70%Q4 2022Q3 20234
QUARRY HILL ADVISORS, LLC 440.41%0.50%0.58%Q4 2022Q3 20234
Grey Fox Wealth Advisors, LLC 440.24%0.27%0.31%Q4 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 447.65%8.97%12.29%Q4 2022Q3 20234
Financial Freedom, LLC 440.08%0.09%0.09%Q4 2022Q3 20234
LEGACY FINANCIAL GROUP, INC. 440.18%0.19%0.20%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 441.82%1.88%1.94%Q4 2022Q3 20234
Park Edge Advisors, LLC 440.31%0.32%0.35%Q4 2022Q3 20234
Parker Financial LLC 440.81%1.34%1.98%Q4 2022Q3 20234
Delta Financial Group, Inc. 440.31%0.55%1.19%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.20%0.64%1.11%Q4 2022Q3 20234
Sonoma Private Wealth LLC 440.41%0.52%0.65%Q4 2022Q3 20234
LMG Wealth Partners, LLC 442.15%2.19%2.24%Q4 2022Q3 20234
Park Place Capital Corp 440.02%0.11%0.19%Q4 2022Q3 20234
BOS Asset Management, LLC 440.61%0.62%0.63%Q4 2022Q3 20234
INNOVIS ASSET MANAGEMENT LLC 440.39%0.41%0.42%Q4 2022Q3 20234
CIC Wealth, LLC 441.16%1.70%1.97%Q4 2022Q3 20234
RF&L WEALTH MANAGEMENT, LLC 440.33%0.34%0.34%Q4 2022Q3 20234
Massachusetts Wealth Management 440.41%0.50%0.54%Q4 2022Q3 20234
True Wealth Design, LLC 440.03%0.04%0.06%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 441.61%5.02%8.50%Q4 2022Q3 20234
Kapstone Financial Advisors LLC 440.64%0.67%0.70%Q4 2022Q3 20234
LaSalle St. Investment Advisors, LLC 440.72%0.87%0.92%Q4 2022Q3 20234
Strait & Sound Wealth Management LLC 442.49%2.85%3.13%Q4 2022Q3 20234
Alpha Financial Partners, LLC 440.98%1.01%1.05%Q4 2022Q3 20234
Tillman Hartley LLC 440.96%1.01%1.03%Q4 2022Q3 20234
Lakewood Asset Management LLC 440.28%0.31%0.32%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Grey Street Capital, LLC 330.02%0.82%1.13%Q1 2023Q3 20234
Granite Harbor Advisors, Inc. 440.42%0.43%0.45%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.28%0.29%0.30%Q4 2022Q3 20234
PETRA FINANCIAL ADVISORS INC 440.26%0.32%0.36%Q4 2022Q3 20234
Hyperion Partners, LLC 442.52%2.58%2.64%Q4 2022Q3 20234
Alpha Financial Advisors, LLC 440.15%0.16%0.18%Q4 2022Q3 20234
Eaton Financial Holdings Company, LLC 440.14%0.59%1.34%Q4 2022Q3 20234
Sebold Capital Management, Inc. 441.12%1.23%1.38%Q4 2022Q3 20234
Whitaker-Myers Wealth Managers, LTD. 440.26%0.28%0.33%Q4 2022Q3 20234
CHANNEL WEALTH LLC 440.14%0.21%0.36%Q1 2023Q4 20234
Quintet Private Bank (Europe) S.A. 310.43%0.48%0.57%Q2 2022Q3 20234
First County Bank /CT/ 441.95%2.64%4.55%Q4 2022Q3 20234
MYECFO, LLC 440.56%0.58%0.63%Q4 2022Q3 20234
Trellis Wealth Advisors LLC 440.39%0.43%0.48%Q4 2022Q3 20234
New Republic Capital, LLC 449.57%9.87%10.52%Q4 2022Q3 20234
Sterling Financial Group, Inc. 441.70%1.82%1.86%Q4 2022Q3 20234
Prosperity Financial Group, Inc. 441.03%1.25%1.56%Q4 2022Q3 20234
Prosperity Wealth Management, Inc. 440.91%1.00%1.09%Q4 2022Q3 20234
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 441.33%1.39%1.43%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.17%0.20%0.24%Q4 2022Q3 20234
Etesian Wealth Advisors, Inc. 443.18%3.23%3.28%Q4 2022Q3 20234
IAMS WEALTH MANAGEMENT, LLC 440.22%0.26%0.37%Q4 2022Q3 20234
BARROW HANLEY MEWHINNEY & STRAUSS LLC 210.00%0.00%0.01%Q4 2016Q4 20184
SWISS REINSURANCE CO LTD 3129.12%33.67%40.11%Q2 2013Q2 20144
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 440.02%0.05%0.10%Q2 2013Q1 20144
BUILDER INVESTMENT GROUP INC /ADV 440.75%0.99%1.61%Q4 2022Q3 20234
ALLEGHANY CORP /DE 310.32%5.38%19.22%Q1 2015Q2 20184
TEACHER RETIREMENT SYSTEM OF TEXAS 310.53%0.85%1.38%Q3 2019Q4 20204
MUNDER CAPITAL MANAGEMENT 440.02%0.02%0.03%Q2 2013Q1 20144
Capital Investment Services of America, Inc. 440.04%0.04%0.04%Q1 2020Q4 20204
VAN ECK ASSOCIATES CORP 310.00%0.24%0.35%Q1 2014Q3 20154
CHAPIN DAVIS, INC. 442.01%2.18%2.31%Q4 2022Q3 20234
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 440.37%0.40%0.45%Q1 2021Q4 20214
MILLER HOWARD INVESTMENTS INC /NY 110.01%0.02%0.06%Q4 2014Q4 20224
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 440.06%0.06%0.06%Q4 2022Q3 20234
CASCADE INVESTMENT GROUP, INC. 440.48%0.49%0.50%Q4 2022Q3 20234
DF DENT & CO INC 310.00%0.00%0.00%Q4 2020Q1 20224
PACIFIC SUN FINANCIAL CORP 210.19%0.20%0.24%Q4 2017Q2 20234
KAYNE ANDERSON CAPITAL ADVISORS LP 211.33%3.49%7.21%Q3 2020Q1 20224
Verde Servicos Internacionais S.A. 210.24%3.56%9.24%Q4 2018Q2 20203
Deimos Asset Management LLC 330.64%14.83%41.09%Q4 2015Q2 20163
Sofinnova Investments, Inc. 111.35%3.12%5.24%Q4 2021Q3 20233
CenterStar Fund, LLC 110.10%2.94%8.31%Q4 2016Q4 20163
Axim Planning & Wealth 330.01%0.12%0.22%Q2 2022Q4 20223
Hibernia Wealth Partners, LLC 110.03%0.29%0.60%Q3 2023Q3 20233
CHARTWELL INVESTMENT PARTNERS/PA 330.01%0.03%0.05%Q3 2013Q1 20143
J. L. Bainbridge & Co., Inc. 210.07%0.07%0.08%Q4 2018Q3 20233
Stewardship Financial Advisors, LLC 330.10%0.10%0.10%Q3 2020Q1 20213
Quinn Opportunity Partners LLC 211.60%5.74%13.64%Q2 2017Q2 20223
WADDELL & REED FINANCIAL INC 110.00%0.00%0.00%Q4 2014Q4 20163
Regis Acquisition Inc. 331.45%1.54%1.62%Q1 2023Q3 20233
Parsifal Capital Management, LP 1126.17%35.07%41.86%Q4 2019Q3 20223
CLARK ESTATES INC/NY 330.08%0.08%0.09%Q1 2023Q3 20233
Solano Wealth Management, Inc. 334.36%8.71%11.01%Q1 2023Q3 20233
Elefante Mark B 331.27%3.27%6.00%Q4 2018Q2 20193
Gardiner Nancy B 330.90%0.95%1.00%Q4 2015Q2 20163
Empower Advisory Group, LLC 330.06%0.06%0.07%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.80%0.85%0.90%Q1 2023Q3 20233
3Chopt Investment Partners, LLC 330.44%0.46%0.48%Q4 2022Q2 20233
TITLEIST ASSET MANAGEMENT, LLC 331.63%2.25%3.40%Q1 2023Q3 20233
Canoe Financial LP 330.01%0.03%0.07%Q1 2023Q3 20233
Hoffman, Alan N Investment Management 330.15%0.18%0.20%Q2 2023Q4 20233
NORTHCAPE WEALTH MANAGEMENT, LLC 210.07%0.18%0.26%Q4 2021Q3 20233
TIEDEMANN TRUST CO 330.08%1.42%3.82%Q2 2015Q4 20153
Triatomic Management LP 336.44%18.17%27.54%Q3 2022Q1 20233
Epoch Investment Partners, Inc. 110.01%0.03%0.05%Q4 2014Q4 20223
Quaker Wealth Management, LLC 210.10%0.21%0.27%Q2 2022Q3 20233
READYSTATE ASSET MANAGEMENT LP 330.11%0.63%1.30%Q1 2023Q3 20233
ABLE Financial Group, LLC 330.91%1.02%1.15%Q1 2023Q3 20233
Carmel Capital Partners, LLC 330.02%0.34%0.96%Q1 2023Q3 20233
Legacy Capital Group California, Inc. 330.38%1.45%2.28%Q1 2023Q3 20233
Hightower 6M Holding, LLC 330.38%0.54%0.81%Q1 2022Q3 20223
PCA Investment Advisory Services Inc. 330.13%0.15%0.17%Q1 2023Q3 20233
SageGuard Financial Group, LLC 330.11%0.12%0.13%Q4 2020Q2 20213
Metavasi Capital LP 219.10%31.04%74.62%Q4 2021Q3 20223
Smithwood Advisers, L.P. 2110.24%11.95%12.98%Q2 2013Q3 20143
ZRC WEALTH MANAGEMENT, LLC 331.85%1.88%1.90%Q1 2023Q3 20233
Legacy Capital Wealth Partners, LLC 333.28%4.87%7.37%Q1 2023Q3 20233
Vericrest Private Wealth 337.34%7.45%7.64%Q4 2021Q2 20223
Verum Partners LLC 210.23%0.49%0.92%Q4 2022Q3 20233
SCHAFER CULLEN CAPITAL MANAGEMENT INC 110.00%0.02%0.06%Q4 2014Q4 20203
Resolute Wealth Strategies, LLC 332.34%2.49%2.57%Q1 2023Q3 20233
PEOPLES FINANCIAL SERVICES CORP. 330.01%0.01%0.02%Q4 2013Q2 20143
Community Bank & Trust, Waco, Texas 330.09%0.10%0.10%Q4 2022Q2 20233
Buck Wealth Strategies, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
HOPLITE CAPITAL MANAGEMENT, L.P. 213.83%9.56%12.52%Q1 2018Q2 20193
PFG Investments, LLC 331.19%1.35%1.55%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 331.13%1.15%1.19%Q1 2023Q3 20233
Fifth Third Wealth Advisors LLC 334.56%5.30%6.72%Q2 2023Q4 20233
Empire Financial Management Company, LLC 330.36%0.38%0.39%Q1 2023Q3 20233
Ruggaard & Associates LLC 330.34%0.35%0.35%Q1 2023Q3 20233
25 LLC 330.26%0.26%0.27%Q1 2023Q3 20233
Optimal Asset Management, Inc. 330.03%0.07%0.09%Q1 2020Q3 20203
Genesis Wealth Advisors, LLC 332.63%2.82%3.07%Q4 2014Q2 20153
BRUNI J V & CO /CO 330.05%0.06%0.06%Q3 2018Q1 20193
Axiom Advisory, LLC 330.74%0.79%0.83%Q4 2021Q2 20223
Midwest Financial Group LLC 330.64%0.73%0.78%Q1 2023Q3 20233
TIFF ADVISORY SERVICES, LLC 3314.36%17.98%21.19%Q4 2018Q2 20193
Strategic Financial Concepts, LLC 330.54%0.55%0.55%Q1 2023Q3 20233
SNOW CAPITAL MANAGEMENT LP 210.01%0.11%0.17%Q3 2015Q4 20183
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.30%0.62%0.79%Q4 2021Q2 20223
ARES MANAGEMENT LLC 111.67%3.36%4.27%Q3 2021Q3 20223
BROADVIEW ADVISORS LLC 330.20%0.31%0.43%Q4 2018Q2 20193
Goldstream Capital Management Ltd 210.34%0.99%1.91%Q4 2021Q3 20233
Bain Capital Public Equity, LP 332.90%3.11%3.41%Q4 2022Q2 20233
WESTON CAPITAL MANAGEMENT INC 336.43%6.61%6.81%Q2 2013Q4 20133
Fortress Investment Group LLC 110.35%1.59%2.88%Q1 2014Q3 20143
Waterloo Capital, L.P. 330.71%0.75%0.82%Q1 2023Q3 20233
BBJS FINANCIAL ADVISORS, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
SENTINEL ASSET MANAGEMENT, INC. 210.23%0.43%0.55%Q3 2014Q3 20173
Nationwide Fund Advisors 210.00%0.00%0.00%Q1 2016Q4 20163
VIAWEALTH, LLC 330.15%0.16%0.16%Q1 2023Q3 20233
HC Financial Advisors, Inc. 210.41%0.43%0.45%Q4 2017Q3 20183
GMT CAPITAL CORP 330.22%0.25%0.26%Q1 2016Q3 20163
RAYNER & HAYNOR 330.18%0.18%0.18%Q4 2013Q2 20143
ACADIAN ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Susquehanna International Group Ltd. 331.66%7.02%15.43%Q3 2020Q1 20213
Unified Trust Company, N.A. 330.07%0.07%0.07%Q1 2021Q3 20213
TEXAS TREASURY SAFEKEEPING TRUST CO 3313.45%14.66%15.64%Q1 2023Q3 20233
DG CAPITAL MANAGEMENT INC 212.05%3.14%5.30%Q3 2015Q2 20163
SCOUT CAPITAL MANAGEMENT LLC 331.30%3.54%5.94%Q2 2013Q4 20133
WOODBURN R ROBERT JR 331.17%1.23%1.28%Q4 2012Q2 20133
Brown Shipley& Co Ltd 331.79%2.22%2.61%Q1 2023Q3 20233
Heritage Wealth Partners, LLC 210.42%0.78%1.32%Q4 2022Q3 20233
Natixis Investment Managers International 330.16%1.47%2.23%Q1 2018Q3 20183
Trium Capital LLP 3314.10%17.02%19.67%Q4 2022Q2 20233
B.O.S.S. Retirement Advisors, LLC 330.06%0.06%0.06%Q2 2023Q4 20233
NICHOLS & PRATT ADVISERS LLP /MA 330.02%0.03%0.06%Q1 2023Q3 20233
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 331.63%1.74%1.80%Q2 2013Q4 20133
Nilsine Partners, LLC 331.75%1.78%1.80%Q1 2023Q3 20233
First Citizens Asset Management, Inc. 330.10%0.10%0.11%Q1 2023Q3 20233
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 330.11%0.14%0.17%Q3 2020Q1 20213
Glass Jacobson Investment Advisors llc 210.15%0.17%0.18%Q4 2022Q3 20233
Cerrano Capital Management LP 335.36%16.96%28.44%Q4 2017Q2 20183
KELLY LAWRENCE W & ASSOCIATES INC/CA 210.02%0.37%1.08%Q2 2021Q2 20223
NIEMANN CAPITAL MANAGEMENT INC 3316.08%36.10%46.68%Q1 2020Q3 20203
BERKLEY W R CORP 111.39%2.31%2.78%Q4 2014Q4 20173
Greenland Capital Management LP 211.04%6.08%15.75%Q4 2022Q3 20233
Nine27 Capital Management, LP 2111.76%35.26%76.27%Q4 2022Q3 20233
Tarsadia Capital, LLC 211.83%22.86%55.99%Q4 2019Q3 20203
LOMBARDIA CAPITAL PARTNERS LLC 210.02%0.09%0.24%Q2 2013Q1 20153
Pertento Partners LLP 212.14%5.60%7.76%Q4 2022Q3 20233
Polus Capital Management Ltd 333.97%7.11%9.34%Q1 2023Q3 20233
Adams Wealth Management 110.00%0.89%1.93%Q2 2021Q1 20233
KARLINSKI ANDREW C 330.03%2.21%5.91%Q1 2022Q3 20223
Indiana Trust & Investment Management CO 210.04%3.25%9.65%Q3 2013Q3 20233
Wealth Enhancement & Preservation of GA, LLC 210.26%16.99%36.58%Q4 2019Q2 20233
ORACLE INVESTMENT MANAGEMENT INC 210.08%0.15%0.19%Q3 2021Q3 20223
APIS CAPITAL ADVISORS, LLC 210.53%0.77%0.99%Q4 2014Q3 20153
Park West Asset Management LLC 224.32%8.21%13.93%Q4 2020Q1 20213
Madison Scottsdale, LC 3327.44%28.15%29.41%Q2 2013Q4 20133
Tibra Equities Europe Ltd 212.19%3.80%6.51%Q4 2017Q4 20203
Tradeworx Inc. 110.32%0.72%1.42%Q2 2013Q3 20143
Seascape Capital Management 330.16%0.17%0.17%Q1 2023Q3 20233
Ethic Inc. 210.02%0.04%0.05%Q4 2021Q3 20233
Zuckerman Investment Group, LLC 210.08%0.13%0.16%Q4 2011Q3 20233
FinDec Wealth Services, Inc. 330.18%0.23%0.28%Q1 2023Q3 20233
Brooklyn FI, LLC 210.19%0.19%0.19%Q4 2021Q1 20233
First Ascent Asset Management, LLC 330.21%0.26%0.32%Q4 2022Q2 20233
Aperture Investors, LLC 330.20%0.29%0.43%Q2 2022Q4 20223
Mason & Associates Inc 330.11%0.12%0.13%Q1 2023Q3 20233
LAKEWOOD CAPITAL MANAGEMENT, LP 110.21%17.03%49.16%Q3 2016Q4 20213
Algebris Investments (UK) LLP 220.15%0.59%1.11%Q3 2015Q4 20153
Cardinal Capital Management 330.04%0.05%0.05%Q1 2023Q3 20233
CQS (US), LLC 221.90%2.90%3.49%Q1 2020Q2 20203
Ascendant Capital Management, LLC 220.68%0.90%1.04%Q4 2022Q1 20233
Compass Efficient Model Portfolios, LLC 330.99%2.60%5.31%Q2 2013Q4 20133
Kraft, Davis & Associates, LLC 210.36%0.39%0.45%Q4 2022Q3 20233
Emerson Point Capital LP 212.46%8.61%19.50%Q2 2020Q1 20213
Richmond Hill Investments, LLC 331.23%1.57%2.00%Q2 2021Q4 20213
Mosaic Advisors LLC 210.29%1.00%2.37%Q3 2021Q2 20233
Salvus Wealth Management, LLC 330.20%0.30%0.52%Q1 2023Q3 20233
Alberta Investment Management Corp 210.22%0.40%0.65%Q4 2014Q1 20233
Inspire Advisors, LLC 110.00%0.03%0.08%Q4 2020Q2 20233
Capital Markets Trading UK LLP 210.00%0.09%0.16%Q1 2019Q2 20233
NEXPOINT ASSET MANAGEMENT, L.P. 210.30%1.55%3.69%Q3 2019Q1 20223
1623 Capital LLC 116.72%7.31%8.04%Q3 2020Q2 20233
Appian Way Asset Management LP 212.12%5.15%7.66%Q4 2019Q3 20233
FinTrust Investment Advisory Services, LLC 330.24%0.27%0.29%Q3 2017Q1 20183
MONTAGE INVESTMENTS, LLC 332.15%2.66%3.00%Q1 2016Q3 20163
Bayberry Capital Partners LP 2134.58%41.09%46.00%Q2 2020Q3 20233
NTB Financial Corp 330.51%0.54%0.58%Q4 2021Q2 20223
ArrowMark Colorado Holdings LLC 110.02%0.23%0.60%Q3 2013Q2 20173
OSTRUM ASSET MANAGEMENT 331.38%1.44%1.47%Q1 2023Q3 20233
First Long Island Investors, LLC 330.05%0.05%0.06%Q2 2017Q4 20173
MENORA MIVTACHIM HOLDINGS LTD. 330.02%0.02%0.03%Q1 2023Q3 20233
5th Street Advisors, LLC 330.22%0.27%0.36%Q1 2023Q3 20233
Amia Capital LLP 214.85%13.74%18.60%Q3 2021Q3 20233
NEW VERNON INVESTMENT MANAGEMENT LLC 218.76%9.98%12.38%Q3 2017Q2 20183
DW Partners, LP 210.06%4.56%11.92%Q1 2015Q4 20183
ADVANCE CAPITAL I INC 330.21%0.33%0.39%Q4 2015Q2 20163
Bronson Point Management LLC 116.93%16.69%30.30%Q2 2019Q2 20213
Willow Street Advisors LLC 331.00%1.06%1.10%Q2 2013Q4 20133
Shinko Asset Management Co., Ltd. 330.04%0.10%0.15%Q1 2016Q3 20163
Moelis Asset Management LP 33100.00%100.00%100.00%Q4 2022Q2 20233
QUALCOMM INC/DE 331.52%2.14%2.45%Q1 2014Q3 20143
Avalon Trust Co 330.29%0.31%0.34%Q1 2023Q3 20233
Cohanzick Management, LLC 210.04%0.31%0.53%Q2 2022Q3 20233
Taal Capital Management LP 216.64%9.59%12.28%Q1 2020Q4 20203
Wealthsimple US, Ltd. 330.44%0.46%0.49%Q4 2019Q2 20203
MARSHALL WACE ASIA Ltd 330.85%1.04%1.15%Q3 2019Q1 20203
Ridgewood Investments LLC 210.10%0.13%0.21%Q1 2020Q2 20233
Tamar Securities, LLC 110.02%0.03%0.05%Q3 2023Q3 20233
Titan Capital Management, LLC /TX 219.40%12.49%14.30%Q2 2020Q4 20213
Durable Capital Partners LP 211.82%41.19%77.84%Q4 2019Q1 20223
Gallagher Fiduciary Advisors, LLC 330.08%0.09%0.10%Q1 2023Q3 20233
Oak Thistle LLC 210.50%1.16%1.95%Q2 2022Q3 20233
Holocene Advisors, LP 214.19%4.71%5.28%Q4 2017Q4 20203
Good Harbor Financial, LLC 330.08%0.18%0.28%Q1 2015Q3 20153
AKUNA SECURITIES LLC 210.16%1.24%3.37%Q2 2022Q2 20233
Alpine Group USVI, LLC 3315.49%17.18%19.12%Q1 2019Q3 20193
Ground Swell Capital, LLC 210.00%17.48%30.71%Q2 2014Q1 20233
Duquesne Family Office 110.67%2.03%4.69%Q4 2013Q1 20223
Copeland Capital Management, LLC 330.04%0.04%0.04%Q2 2013Q4 20133
Taikang Asset Management (Hong Kong) Co Ltd 330.42%0.44%0.47%Q1 2020Q3 20203
Casablanca Capital LP 335.32%6.20%7.22%Q4 2013Q2 20143
BIVIN & ASSOCIATES, INC. 330.34%0.35%0.35%Q4 2021Q2 20223
Pinnacle Private Wealth, LLC 330.69%0.70%0.70%Q4 2021Q2 20223
Thai Life Insurance PCL. 335.74%7.64%11.24%Q4 2016Q2 20173
Alpha Wave Global, LP 216.09%14.61%20.22%Q2 2016Q1 20173
Cornerstone Planning Group LLC 210.05%0.24%0.34%Q4 2022Q3 20233
WealthCare Investment Partners, LLC 330.12%0.14%0.15%Q1 2023Q3 20233
United Capital Management of KS, Inc. 330.16%0.19%0.24%Q2 2019Q4 20193
Marketfield Asset Management LLC 110.57%34.12%59.18%Q4 2014Q2 20163
Legacy Financial Group LLC 210.31%1.60%2.78%Q4 2020Q3 20233
ERTS Wealth Advisors, LLC 210.06%0.10%0.17%Q4 2018Q1 20213
EWA, LLC 330.38%0.40%0.40%Q1 2023Q3 20233
Jafra Capital Management LP 216.27%9.05%11.47%Q2 2017Q2 20183
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.62%0.63%0.65%Q1 2018Q3 20183
Spectrum Financial Alliance Ltd LLC 210.01%0.01%0.02%Q1 2018Q4 20183
Ratan Capital Management LP 114.75%11.00%19.53%Q1 2018Q2 20193
MFA WEALTH ADVISORS, LLC 210.14%0.22%0.36%Q4 2017Q1 20223
Nine Chapters Capital Management LLC 330.45%0.82%1.13%Q1 2014Q3 20143
Kathleen S. Wright Associates Inc. 210.03%0.05%0.08%Q4 2021Q4 20223
Momentum Advisors, LLC 3310.85%11.84%12.84%Q2 2022Q4 20223
BLOCKHOUSE CAPITAL MANAGEMENT LP 3314.95%31.96%47.66%Q3 2017Q1 20183
Engle Capital Management, L.P. 211.88%6.48%12.06%Q3 2017Q2 20183
Bellwether Investment Group, LLC 210.18%0.26%0.37%Q2 2016Q1 20173
MJP ASSOCIATES INC /ADV 210.06%0.06%0.07%Q1 2022Q4 20223
Schiavi & Co LLC 210.08%0.11%0.16%Q4 2021Q3 20233
XL Group Investments Ltd 330.89%1.63%2.02%Q4 2016Q2 20173
Infini Capital Management Ltd 212.65%5.93%9.39%Q2 2021Q3 20223
BOW STREET LLC 336.67%11.79%16.33%Q2 2014Q4 20143
DigitalBridge Group, Inc. 330.03%0.12%0.24%Q1 2023Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.02%0.05%0.06%Q1 2023Q3 20233
Jeneq Management LP 331.11%1.24%1.37%Q1 2021Q3 20213
ARGENTIERE CAPITAL AG 220.38%30.50%78.13%Q4 2014Q1 20153
BIP Wealth, LLC 3321.33%23.13%26.40%Q1 2023Q3 20233
CVS HEALTH Corp 3336.10%46.31%51.49%Q1 2023Q3 20233
Aquilo Capital Management, LLC 2121.49%32.86%53.87%Q1 2021Q1 20223
McClarren Financial Advisors, Inc. 210.07%0.08%0.10%Q4 2020Q3 20233
Novak Financial Planning, LLC 330.75%0.78%0.80%Q4 2020Q2 20213
CPR Investments Inc. 211.10%4.62%7.64%Q4 2021Q1 20233
Allegiant Private Advisors, LLC 330.72%0.75%0.77%Q4 2020Q2 20213
Tyrian Investments, L.P. 3318.11%46.76%71.33%Q1 2016Q3 20163
Notis-McConarty Edward 330.10%0.10%0.10%Q1 2022Q3 20223
Mayo Clinic 337.43%13.88%26.76%Q2 2020Q4 20203
Waterfront Capital Partners, LLC 114.58%13.93%25.29%Q3 2014Q1 20203
Meadow Creek Wealth Advisors LLC 330.26%0.41%0.55%Q4 2021Q2 20223
Sessa Capital IM, L.P. 1114.37%22.53%38.24%Q3 2015Q3 20163
INTREPID FAMILY OFFICE LLC 114.80%5.69%6.85%Q4 2021Q3 20233
Belmont Global Advisors, Inc. 210.94%5.68%15.08%Q4 2014Q2 20163
Evergreen Wealth Solutions, LLC 210.34%0.36%0.40%Q4 2021Q3 20223
Hamilton Point Investment Advisors, LLC 330.83%0.87%0.89%Q1 2023Q3 20233
Proquility Private Wealth Partners, LLC 210.18%0.33%0.62%Q4 2021Q1 20233
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 3321.62%27.44%31.38%Q1 2016Q3 20163
Hatteras Investment Partners, LP 220.00%0.06%0.16%Q4 2014Q1 20153
Cape Investment Advisory, Inc. 330.89%0.99%1.11%Q1 2023Q3 20233
First Trust Capital Management L.P. 211.55%4.17%9.10%Q1 2018Q2 20193
DAVIS SELECTED ADVISERS 110.00%0.02%0.05%Q4 2013Q4 20183
Hobart Private Capital, LLC 3315.96%25.03%31.03%Q1 2023Q3 20233
Strata Wealth Advisors, LLC 210.81%0.85%0.92%Q4 2022Q3 20233
Tenzing Global Management, LLC 216.06%13.14%27.00%Q2 2020Q1 20213
MPAM CREDIT TRADING PARTNERS L.P. 3320.06%27.59%36.52%Q1 2015Q3 20153
Cresta Advisors, Ltd. 334.98%7.92%10.66%Q1 2023Q3 20233
Florence Capital Advisors, LLC 330.03%0.07%0.10%Q4 2016Q2 20173
CONSOLIDATED CAPITAL MANAGEMENT, LLC 110.18%1.11%2.89%Q1 2018Q4 20223
Achievement Holdings L.P. 330.67%1.54%2.22%Q4 2014Q2 20153
Planning Solutions Group LLC 330.99%1.37%2.14%Q4 2018Q2 20193
Wilks Brothers, LLC 223.22%3.55%3.88%Q2 2018Q3 20182
Hi-Line Capital Management, LLC 220.04%0.04%0.04%Q4 2018Q1 20192
Spouting Rock Asset Management, LLC 222.70%4.42%6.16%Q4 2019Q1 20202
Pacific Edge Advisors, LLC 220.31%0.31%0.31%Q3 2019Q4 20192
Sound View Wealth Advisors, LLC 220.10%0.11%0.11%Q4 2018Q1 20192
Signet Investment Advisory Group, Inc. 110.05%0.06%0.06%Q4 2018Q4 20202
Allred Capital Management, LLC 110.03%0.16%0.28%Q4 2018Q1 20212
Vision Capital Corp 1149.62%49.78%49.94%Q4 2020Q3 20232
MIRSKY FINANCIAL MANAGEMENT CORP. 220.09%0.09%0.09%Q3 2021Q4 20212
Hotaling Investment Management, LLC 110.09%0.14%0.18%Q2 2022Q4 20222
Plaisance Capital LLC 221.75%4.63%7.51%Q1 2022Q2 20222
Alpha Quant Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Hamilton Wealth, LLC 110.11%0.17%0.23%Q4 2021Q4 20222
DWM Financial Group, Inc. 220.37%0.67%0.98%Q4 2019Q1 20202
AIA International Ltd 221.31%1.31%1.31%Q4 2017Q1 20182
Kula Investments, LLC 220.83%1.54%2.26%Q4 2022Q1 20232
Belvedere Advisors LLC 220.12%1.22%2.31%Q1 2019Q2 20192
INNEALTA CAPITAL, LLC 220.20%0.21%0.22%Q2 2023Q3 20232
Parian Global Management LP 222.73%14.74%26.76%Q4 2019Q1 20202
CloudAlpha Capital Management Limited/Hong Kong 119.14%22.11%35.08%Q1 2021Q2 20222
Dash Acquisitions Inc. 220.18%0.25%0.31%Q4 2021Q1 20222
Hall Private Wealth Advisors 220.10%0.11%0.11%Q1 2023Q2 20232
CYNOSURE ADVISORS, LLC 220.07%0.07%0.07%Q4 2017Q1 20182
Community Capital Management, LLC 110.02%1.19%2.37%Q1 2019Q2 20202
RDST Capital LLC 226.32%9.84%13.35%Q2 2022Q3 20222
SWS Partners 220.04%0.09%0.14%Q4 2017Q1 20182
MANA Advisors LLC 220.94%1.32%1.70%Q1 2018Q2 20182
Vigilare Wealth Management 110.43%3.74%7.04%Q4 2019Q2 20202
COMMONS CAPITAL, LLC 220.24%0.47%0.71%Q4 2021Q1 20222
Keeler Thomas Management LLC 110.12%5.45%10.78%Q4 2017Q2 20222
UNIO CAPITAL LLC 110.12%0.41%0.70%Q4 2018Q4 20192
Fund Evaluation Group, LLC 110.03%0.11%0.20%Q2 2020Q1 20222
Sanctuary Wealth Management, L.L.C. 220.04%0.05%0.05%Q2 2023Q3 20232
Taylor Hoffman Wealth Management 110.01%0.01%0.01%Q4 2019Q2 20202
Shoals Capital Management LP 110.39%27.41%54.44%Q2 2019Q1 20202
Retireful, LLC 224.12%8.57%13.03%Q2 2023Q3 20232
Aevitas Wealth Management, Inc. 220.05%0.11%0.18%Q4 2018Q1 20192
RVB CAPITAL MANAGEMENT LLC 222.50%2.65%2.81%Q4 2021Q1 20222
Compass Advisory Group LLC 220.11%0.12%0.12%Q4 2021Q1 20222
Slow Capital, Inc. 110.01%4.52%9.02%Q1 2018Q3 20222
Herr Investment Group LLC 110.00%0.10%0.21%Q4 2022Q4 20222
Wealth Advisors of Tampa Bay, LLC 220.08%0.09%0.09%Q4 2021Q1 20222
Haafor (Singapore) Pte. Ltd. 110.72%0.85%0.98%Q2 2020Q4 20202
MCIA Inc 220.00%0.00%0.00%Q2 2017Q3 20172
Melqart Asset Management (UK) Ltd 223.28%5.19%7.09%Q2 2022Q3 20222
Farmhouse Investment Management LLC 2215.03%15.60%16.16%Q2 2018Q3 20182
Lake Hills Wealth Management, LLC 220.16%0.16%0.16%Q4 2021Q1 20222
Stamos Capital Partners, L.P. 220.37%9.21%18.05%Q2 2020Q3 20202
Kingsbury Capital Investment Advisors LLC 220.33%0.34%0.34%Q1 2022Q2 20222
AXIAL CAPITAL MANAGEMENT, LLC 2221.78%29.23%36.69%Q2 2013Q3 20132
OmniStar Financial Group, Inc. 110.03%0.45%0.87%Q1 2020Q4 20212
Franklin Square Holdings, L.P. 221.32%1.92%2.52%Q2 2018Q3 20182
True Capital Management 222.19%2.55%2.92%Q4 2022Q1 20232
Cannell & Co. 110.01%0.03%0.06%Q1 2016Q4 20212
SigFig Wealth Management, LLC 220.08%0.08%0.09%Q2 2023Q3 20232
Lunia Capital LP 1112.38%14.31%16.24%Q1 2020Q3 20212
SUTTON PLACE INVESTORS LLC 221.50%1.61%1.72%Q2 2023Q3 20232
Spartan Fund Management Inc. 220.18%0.20%0.21%Q2 2022Q3 20222
Reynolds Investment Management, Inc. 221.25%1.26%1.26%Q1 2022Q2 20222
Dunvegan Associates, Inc. 220.84%0.86%0.86%Q4 2014Q1 20152
Catalyst Wealth Management, LLC 220.28%0.47%0.65%Q4 2022Q1 20232
LEVITT CAPITAL MANAGEMENT LLC 110.50%1.18%1.86%Q2 2013Q1 20142
Castle Creek Arbitrage, LLC 111.94%2.79%3.63%Q2 2013Q2 20162
Marshall Wace North America L.P. 220.23%0.36%0.49%Q4 2020Q1 20212
PRESILIUM PRIVATE WEALTH, LLC 220.07%0.08%0.10%Q2 2023Q3 20232
Plan Group Financial, LLC 221.21%1.46%1.72%Q2 2023Q3 20232
FREEDOM WEALTH ALLIANCE, LLC 110.25%0.30%0.36%Q4 2022Q2 20232
Coppell Advisory Solutions Corp. 220.28%0.35%0.43%Q4 2022Q1 20232
LFS ASSET MANAGEMENT 220.22%0.28%0.34%Q2 2022Q3 20222
Garda Capital Partners LP 222.03%2.19%2.35%Q1 2023Q2 20232
Dunhill Financial, LLC 222.35%2.39%2.44%Q2 2023Q3 20232
OTA Financial Group L.P. 1110.65%10.65%10.65%Q4 2014Q2 20152
Saddle Road Partners, LLC 220.03%0.12%0.22%Q4 2015Q1 20162
Warther Private Wealth, LLC 110.00%0.01%0.02%Q3 2023Q3 20232
Scott & Selber, Inc. 220.33%0.46%0.58%Q4 2018Q1 20192
Meredith Wealth Planning 220.37%0.37%0.38%Q4 2022Q1 20232
Willis Investment Counsel 220.34%0.69%1.04%Q4 2018Q1 20192
Maple Rock Capital Partners 110.11%7.78%15.46%Q3 2016Q4 20222
Lee Capital Management LP 112.15%2.15%2.15%Q2 2017Q2 20172
Shannon River Fund Management LLC 110.30%11.83%23.36%Q2 2014Q4 20162
Litespeed Management, L.L.C. 220.17%5.46%10.75%Q2 2016Q3 20162
LUCAS CAPITAL MANAGEMENT 220.15%0.16%0.18%Q2 2015Q3 20152
METROPOLITAN CAPITAL ADVISORS INC 222.12%2.65%3.18%Q4 2013Q1 20142
Latimer Light Capital, L.P. 2211.74%14.93%18.11%Q2 2018Q3 20182
Teza Capital Management LLC 110.19%0.23%0.27%Q1 2021Q2 20222
GUIDANCE CAPITAL, INC 2215.48%15.75%16.02%Q2 2023Q3 20232
CLOVIS CAPITAL MANAGEMENT LP 2214.99%22.02%29.04%Q2 2014Q3 20142
Fortune Financial Advisors, LLC 220.77%0.77%0.78%Q2 2023Q3 20232
STONEHILL CAPITAL MANAGEMENT LLC 2246.02%49.57%53.12%Q1 2023Q2 20232
GRAYBILL WEALTH MANAGEMENT, LTD. 220.33%0.37%0.40%Q2 2023Q3 20232
Harvest Capital Strategies LLC 1117.40%25.97%34.55%Q4 2013Q1 20172
Perceptive Advisors 110.00%0.02%0.03%Q1 2016Q1 20202
Riverview Capital Advisers, LLC 220.55%0.55%0.56%Q4 2021Q1 20222
Icon Wealth Advisors, LLC 220.98%1.12%1.27%Q3 2022Q4 20222
WESTFIELD CAPITAL MANAGEMENT CO LP 110.00%0.00%0.00%Q4 2018Q4 20212
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD 115.90%6.96%8.02%Q3 2013Q2 20142
BRIDGER MANAGEMENT, LLC 1145.57%47.34%49.10%Q2 2015Q4 20152
ASCEND CAPITAL, LLC 110.98%1.18%1.38%Q1 2016Q1 20182
Fort Warren Capital Management, LP 1111.77%47.89%84.02%Q4 2015Q3 20162
MRP Capital Investments, LLC 110.09%0.09%0.10%Q4 2022Q2 20232
MUHLENKAMP & CO INC 110.28%0.41%0.54%Q2 2015Q3 20172
FIRST COMMUNITY TRUST NA 220.02%0.02%0.02%Q4 2021Q1 20222
TFB Advisors LLC 220.37%0.71%1.05%Q2 2023Q3 20232
WILLIAM HARRIS INVESTORS INC 222.28%2.66%3.04%Q3 2016Q4 20162
STANCORP INVESTMENT ADVISERS INC 220.20%0.27%0.33%Q4 2014Q1 20152
BOSTON PROVIDENT, L.P. 1111.01%11.22%11.43%Q3 2013Q2 20152
JENSEN INVESTMENT MANAGEMENT INC 110.00%0.00%0.01%Q4 2018Q4 20222
Clifford Group, LLC 220.23%0.24%0.24%Q2 2023Q3 20232
HARBOR ADVISORY CORP /MA/ 220.12%0.12%0.13%Q2 2023Q3 20232
Empire Life Investments Inc. 222.95%3.87%4.79%Q4 2016Q1 20172
Cooperatieve Rabobank U.A. 221.59%1.83%2.06%Q2 2013Q3 20132
MARKSTON INTERNATIONAL LLC 220.01%0.01%0.01%Q2 2018Q3 20182
ONTARIO TEACHERS PENSION PLAN BOARD 220.21%0.47%0.72%Q2 2017Q3 20172
NISA INVESTMENT ADVISORS, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
SCHULHOFF & CO INC 220.10%0.10%0.10%Q2 2023Q3 20232
Financial Alternatives, Inc 220.22%0.24%0.26%Q4 2022Q1 20232
Harvest Investment Advisors, LLC 220.21%0.30%0.40%Q1 2023Q2 20232
Stillwater Investment Management, L.P. 228.22%14.04%19.85%Q4 2015Q1 20162
iA Global Asset Management Inc. 220.35%0.71%1.07%Q2 2023Q3 20232
DRW SECURITIES, L.L.C. 117.02%17.82%28.63%Q3 2022Q3 20222
NORTHERN TRUST CO OF CONNECTICUT 220.35%0.35%0.35%Q2 2013Q3 20132
Think Investments LP 2218.06%21.36%24.67%Q3 2021Q4 20212
Vawter Financial, Ltd. 220.26%0.26%0.27%Q2 2023Q3 20232
GENDELL JEFFREY L 112.03%4.36%6.69%Q4 2022Q3 20232
Harbor Spring Capital, LLC 2229.04%32.67%36.29%Q2 2021Q3 20212
Lebenthal Holdings,LLC 110.12%0.28%0.43%Q4 2014Q2 20162
Portside Wealth Group, LLC 220.11%0.11%0.11%Q2 2023Q3 20232
Tech Square Trading LP 222.62%8.14%13.67%Q4 2018Q1 20192
ORG Partners LLC 220.25%0.40%0.56%Q2 2023Q3 20232
Nemes Rush Group LLC 220.32%0.32%0.33%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.94%1.03%1.11%Q2 2023Q3 20232
Slagle Financial, LLC 220.22%0.23%0.24%Q2 2023Q3 20232
Prairie Sky Financial Group LLC 220.89%0.90%0.92%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.44%0.44%0.45%Q2 2023Q3 20232
UNION SAVINGS BANK 225.45%5.53%5.62%Q2 2023Q3 20232
LAZARI CAPITAL MANAGEMENT, INC. 220.65%0.68%0.72%Q2 2023Q3 20232
BROWN WEALTH MANAGEMENT, LLC 220.16%0.17%0.17%Q2 2023Q3 20232
Corundum Trust Company, INC 222.44%2.57%2.70%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 222.03%2.38%2.72%Q2 2023Q3 20232
SEVEN MILE ADVISORY 2213.85%14.88%15.90%Q2 2023Q3 20232
INVENIO WEALTH PARTNERS LLC 225.23%6.14%7.04%Q2 2023Q3 20232
Certus Wealth Management, LLC 220.32%0.39%0.46%Q2 2023Q3 20232
PFW Advisors LLC 220.16%0.16%0.16%Q2 2023Q3 20232
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. 224.71%4.76%4.82%Q3 2015Q4 20152
SAYBROOK CAPITAL /NC 220.16%0.16%0.16%Q2 2013Q3 20132
CGC Financial Services, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
CMT Capital Markets Trading GmbH 220.01%0.02%0.04%Q1 2017Q2 20172
Peoples Bank/KS 221.45%1.48%1.51%Q3 2023Q4 20232
Exchange Bank 220.83%0.98%1.12%Q2 2023Q3 20232
DODGE & COX 110.00%0.00%0.00%Q3 2014Q1 20212
Boston Standard Wealth Management, LLC 220.07%0.07%0.07%Q3 2023Q4 20232
CIDEL ASSET MANAGEMENT INC 220.24%0.27%0.29%Q1 2015Q2 20152
HARBERT FUND ADVISORS, INC. 113.67%9.48%15.29%Q4 2020Q2 20222
Finepoint Capital LP 2257.75%78.88%100.00%Q3 2019Q4 20192
Arlington Capital Management, Inc. 220.30%0.33%0.36%Q4 2019Q1 20202
Valtura Capital Partners LLC 2216.42%33.08%49.74%Q1 2017Q2 20172
MANAGED ASSET PORTFOLIOS, LLC 110.08%0.10%0.12%Q3 2019Q1 20202
Lighthouse Investment Partners, LLC 223.33%3.34%3.36%Q2 2023Q3 20232
CG Asset Management LLC 220.08%0.08%0.08%Q3 2015Q4 20152
PECAUT & CO. 110.08%0.12%0.15%Q2 2022Q2 20232
Sivik Global Healthcare LLC 110.31%20.89%41.48%Q4 2019Q2 20232
Coronation Fund Managers Ltd. 220.02%0.02%0.02%Q4 2022Q1 20232
Claar Advisors LLC 221.93%2.59%3.25%Q1 2022Q2 20222
Empowered Funds, LLC 110.11%0.28%0.46%Q4 2021Q3 20232
Quantitative Systematic Strategies LLC 110.31%0.36%0.40%Q4 2013Q1 20152
DESTRIER CAPITAL MANAGEMENT LLC 2217.51%26.33%35.16%Q2 2016Q3 20162
StratiFi, LLC 220.04%0.08%0.12%Q3 2015Q4 20152
Virtus ETF Advisers LLC 220.84%4.00%7.16%Q4 2016Q1 20172
Scoria Capital Partners LP 110.06%0.77%1.48%Q1 2016Q1 20162
Blackhawk Capital Partners LLC. 220.73%0.90%1.07%Q1 2020Q2 20202
D.C. Capital Advisors, Ltd 110.48%3.11%5.74%Q2 2013Q3 20182
Giralda Advisors, LLC 220.16%0.16%0.16%Q1 2016Q2 20162
Headlands Technologies LLC 220.97%1.00%1.03%Q2 2023Q3 20232
Tiger Eye Capital LLC 114.18%7.81%11.44%Q2 2020Q4 20212
Ergoteles LLC 220.06%0.13%0.21%Q4 2021Q1 20222
Alpha Family Trust 229.73%10.26%10.79%Q2 2022Q3 20222
Selkirk Management LLC 226.32%6.37%6.42%Q1 2016Q2 20162
Prince Street Capital Management LLC 223.60%4.58%5.57%Q3 2015Q4 20152
NORTHWESTERN MUTUAL LIFE INSURANCE CO 2221.18%21.50%21.83%Q2 2013Q3 20132
Saltoro Capital, LP 113.51%11.14%18.78%Q4 2020Q3 20222
WealthStone, Inc. 220.32%0.32%0.33%Q4 2020Q1 20212
KR CAPITAL ADVISORS INC 110.03%0.15%0.26%Q4 2013Q4 20142
CORDA Investment Management, LLC. 220.12%0.12%0.13%Q2 2023Q3 20232
Wright Fund Management, LLC 223.98%4.16%4.35%Q4 2021Q1 20222
Caerus Global Investors LLC 111.41%5.59%9.76%Q2 2013Q3 20152
TPH Asset Management, LLC 220.01%0.02%0.03%Q1 2017Q2 20172
Partners Group Holding AG 221.18%1.30%1.41%Q2 2013Q3 20132
Teilinger Capital Ltd. 220.85%1.25%1.64%Q4 2022Q1 20232
OSKIE CAPITAL MANAGEMENT, LLC 1138.33%40.72%43.12%Q2 2013Q2 20142
FDO Partners, LLC 110.30%0.74%1.17%Q2 2017Q4 20172
Carlyle Group Inc. 220.03%0.03%0.03%Q4 2014Q1 20152
HG Vora Capital Management, LLC 2227.34%30.99%34.63%Q1 2017Q2 20172
V3 Capital Management, L.P. 1111.82%26.40%40.98%Q3 2013Q2 20152
QFR Capital Management, L.P. 1177.29%86.87%96.45%Q1 2016Q3 20162
Reliant Investment Management, LLC 220.19%0.19%0.19%Q4 2013Q1 20142
STIFEL NICOLAUS & CO INC \MO\ 223.90%4.01%4.11%Q2 2013Q3 20132
BPV Resources, LLC 2238.19%47.00%55.81%Q1 2015Q2 20152
DG Capital Management, LLC 114.65%26.20%47.76%Q4 2014Q2 20232
SkyTop Capital Management LLC 2218.81%21.94%25.06%Q4 2016Q1 20172
Woodbine Capital Advisors LP 2232.04%32.56%33.07%Q3 2013Q4 20132
Willett Advisors LLC 22100.00%100.00%100.00%Q3 2013Q4 20132
ClearBridge Investments Ltd 110.01%0.01%0.02%Q2 2022Q4 20222
STERNE AGEE GROUP, INC. 220.17%0.39%0.60%Q2 2013Q3 20132
MITSUBISHI UFJ SECURITIES (USA), Inc. 1146.52%46.52%46.52%Q4 2014Q4 20142
Lesa Sroufe & Co 110.22%0.26%0.30%Q4 2014Q4 20152
MISSOURI VALLEY PARTNERS, INC. 220.38%0.40%0.43%Q2 2013Q3 20132
Centerbridge Partners 112.16%4.38%6.59%Q2 2014Q4 20152
Cavalry Management Group, LLC 112.42%6.04%9.66%Q1 2020Q1 20202
CAPITAL MANAGEMENT ASSOCIATES /NY/ 110.00%0.00%0.01%Q1 2022Q3 20222
WALL STREET ASSOCIATES 220.04%0.04%0.04%Q2 2013Q3 20132
Winchester Group Inc. 220.08%0.08%0.08%Q2 2013Q3 20132
Scotia Asset Management L.P. 220.35%0.35%0.36%Q2 2013Q3 20132
BBVA USA 220.08%0.08%0.09%Q2 2021Q3 20212
First Allied Asset Management, Inc. 110.11%0.21%0.30%Q2 2013Q3 20142
SPRING CREEK CAPITAL LLC 220.04%0.05%0.06%Q4 2021Q1 20222
Raging Capital Management, LLC 114.31%8.22%12.12%Q4 2014Q1 20172
INTACT INVESTMENT MANAGEMENT INC. 220.20%0.20%0.20%Q2 2023Q3 20232
CQS Cayman LP 110.08%1.88%3.68%Q3 2015Q2 20192
OLD MISSION CAPITAL, LLC 112.86%10.41%17.95%Q4 2016Q4 20202
Argent Advisors, Inc. 220.13%0.19%0.24%Q4 2019Q1 20202
Baltimore-Washington Financial Advisors Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
AdvisorShares Investments LLC 1111.33%12.10%12.86%Q1 2023Q3 20232
Merchants' Gate Capital LP 2216.49%18.37%20.26%Q3 2013Q4 20132
AB CarVal Investors, LP 2213.91%21.94%29.97%Q2 2013Q3 20132
SAMLYN CAPITAL, LLC 110.12%0.25%0.37%Q1 2021Q3 20212
XML SECURITIES, LLC 220.67%0.69%0.72%Q4 2017Q1 20182
Solus Alternative Asset Management LP 226.51%7.31%8.10%Q1 2015Q2 20152
Corriente Advisors, LLC 2214.34%28.88%43.42%Q2 2022Q3 20222
Salzman Financial Management 222.20%2.54%2.88%Q2 2014Q3 20142
Newbrook Capital Advisors LP 222.05%3.01%3.97%Q3 2022Q4 20222
Nicholas Investment Partners, LP 110.15%1.17%2.19%Q4 2015Q2 20202
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 113.72%4.01%4.29%Q2 2013Q1 20232
TIGER VEDA MANAGEMENT LLC 1114.38%14.60%14.81%Q2 2013Q2 20142
Arrow Capital Management, LLC 223.12%3.36%3.60%Q1 2016Q2 20162
7x7 Asset Management LLC 2215.82%16.91%18.01%Q2 2013Q3 20132
Adams Asset Advisors, LLC 110.09%0.14%0.20%Q2 2015Q4 20192
PORTOLA GROUP INC /CA 220.98%1.15%1.32%Q4 2013Q1 20142
Crystalline Management Inc. 220.41%0.64%0.86%Q4 2022Q1 20232
Financial Planners of Cleveland, Inc. 220.12%0.30%0.47%Q4 2021Q1 20222
Roberts Capital Advisors, LLC 220.37%0.40%0.43%Q4 2021Q1 20222
FOURSIXTHREE CAPITAL LP 2220.32%52.73%85.14%Q4 2022Q1 20232
Bradley & Co. Private Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Lauer Wealth, LLC 220.14%0.26%0.39%Q1 2023Q2 20232
BOULDER HILL CAPITAL MANAGEMENT LP 2216.93%23.29%29.65%Q4 2022Q1 20232
Canvas Wealth Advisors, LLC 220.08%0.08%0.09%Q2 2023Q3 20232
PINNBROOK CAPITAL MANAGEMENT LP 2211.00%20.31%29.62%Q4 2021Q1 20222
DARK FOREST CAPITAL MANAGEMENT LP 112.56%5.40%8.23%Q2 2021Q3 20232
Timelo Investment Management Inc. 2216.09%17.22%18.36%Q1 2023Q2 20232
Geier Asset Management, Inc. 220.15%0.15%0.15%Q1 2021Q2 20212
Moab Capital Partners 114.80%5.61%6.42%Q4 2015Q1 20202
Bridge Advisory, LLC 220.11%0.73%1.34%Q2 2023Q3 20232
Draper Asset Management, LLC 110.01%0.02%0.02%Q4 2020Q4 20212
Weitzel Financial Services, Inc. 220.14%0.14%0.14%Q4 2021Q1 20222
Tacita Capital Inc 220.04%0.05%0.06%Q4 2020Q1 20212
KEYSTONE WEALTH PARTNERS 220.21%0.22%0.23%Q4 2021Q1 20222
Financial Gravity Companies, Inc. 110.01%1.27%2.52%Q4 2017Q4 20182
Buttonwood Financial Advisors Inc. 220.32%0.32%0.33%Q2 2023Q3 20232
Crown Wealth Group, LLC 110.17%0.20%0.23%Q4 2022Q3 20232
Urban Wealth Management, LLC 110.46%0.50%0.55%Q4 2020Q2 20222
Midwest Wealth Management Inc. 220.14%0.14%0.14%Q2 2021Q3 20212
OneAscent Wealth Management LLC 220.98%0.98%0.99%Q4 2020Q1 20212
Infini Master Fund 225.74%7.56%9.39%Q2 2021Q3 20212
JONES ROAD CAPITAL MANAGEMENT, L.P. 112.44%9.16%15.89%Q4 2020Q2 20222
Alterity Financial Group, LLC 110.22%0.25%0.29%Q4 2021Q2 20232
CPMG Inc 221.47%1.54%1.60%Q1 2020Q2 20202
EMJ Capital Ltd. 112.61%14.96%27.31%Q4 2020Q2 20222
Synergy Financial Group, LTD 220.91%0.95%0.99%Q2 2023Q3 20232
AMI ASSET MANAGEMENT CORP 110.02%0.02%0.02%Q4 2021Q4 20222
Dixon Hughes Goodman Wealth Advisors LLC 221.27%1.45%1.62%Q4 2021Q1 20222
Euclidean Capital LLC 2222.97%25.51%28.05%Q2 2023Q3 20232
Davis Capital Management 221.17%1.20%1.22%Q1 2020Q2 20202
Claremont Financial Group, Inc. 222.36%2.93%3.50%Q4 2021Q1 20222
Seven Springs Wealth Group, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Baymount Management LP 110.00%16.40%32.80%Q3 2022Q2 20232
Juniper Hill Capital Management LP 2213.38%16.17%18.96%Q2 2023Q3 20232
1776 Wealth LLC 220.04%0.05%0.05%Q4 2019Q1 20202
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
CLIENT 1ST ADVISORY GROUP, LLC 220.12%0.12%0.13%Q1 2023Q2 20232
Great Lakes Retirement, Inc. 220.35%0.36%0.37%Q4 2019Q1 20202
Platinum Management (NY) LLC 225.54%14.57%23.60%Q2 2014Q3 20142
ICW Investment Advisors LLC 110.04%0.21%0.38%Q4 2019Q3 20232
Insight Folios Inc 220.10%0.10%0.11%Q2 2023Q3 20232
Auour Investments LLC 220.54%0.56%0.58%Q2 2023Q3 20232
SOUTHERN CAPITAL ADVISORS, LLC 220.13%0.13%0.14%Q4 2021Q1 20222
Aperio Group, LLC 110.00%0.00%0.00%Q3 2015Q3 20162
Cullen Capital Management, LLC 110.01%0.07%0.13%Q3 2013Q2 20222
Wolf Hill Capital Management, LP 117.45%7.76%8.08%Q1 2021Q1 20232
Keudell/Morrison Wealth Management 110.07%0.22%0.36%Q1 2020Q4 20222
Nauset Wealth Management. LLC 220.27%0.35%0.42%Q4 2021Q1 20222
Johanson Financial Advisors, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Monashee Investment Management LLC 1168.21%68.21%68.21%Q1 2020Q1 20201
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.11%0.11%0.11%Q3 2023Q3 20231
Mork Capital Management, LLC 117.44%7.44%7.44%Q4 2014Q4 20141
Greenhouse Funds LLLP 1113.92%13.92%13.92%Q4 2020Q4 20201
CETERA INVESTMENT MANAGEMENT LLC 111.78%1.78%1.78%Q4 2015Q4 20151
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 113.76%3.76%3.76%Q1 2015Q1 20151
CHASE INVESTMENT COUNSEL CORP 110.69%0.69%0.69%Q3 2019Q3 20191
LNZ Capital LP 116.27%6.27%6.27%Q1 2016Q1 20161
Wavelength Asset Management LLC 117.04%7.04%7.04%Q2 2015Q2 20151
BRISTOL JOHN W & CO INC /NY/ 110.02%0.02%0.02%Q4 2020Q4 20201
Alliance Wealth Management Group 1117.74%17.74%17.74%Q4 2015Q4 20151
PSquared Asset Management AG 1111.55%11.55%11.55%Q2 2015Q2 20151
Lighthouse Financial Advisors, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Velan Capital Investment Management LP 1116.89%16.89%16.89%Q4 2022Q4 20221
Yong Rong (HK) Asset Management Ltd 1121.73%21.73%21.73%Q1 2021Q1 20211
NORTHERN CAPITAL MANAGEMENT LLC 110.51%0.51%0.51%Q4 2018Q4 20181
Sea Otter Advisors LLC 112.09%2.09%2.09%Q1 2023Q1 20231
BARDIN HILL MANAGEMENT PARTNERS LP 110.04%0.04%0.04%Q4 2018Q4 20181
Boussard & Gavaudan Investment Management LLP 112.21%2.21%2.21%Q2 2015Q2 20151
Raveneur Investment Group LP 1125.24%25.24%25.24%Q1 2016Q1 20161
MWA Asset Management 110.38%0.38%0.38%Q3 2023Q3 20231
ISZO CAPITAL MANAGEMENT LP 115.44%5.44%5.44%Q1 2023Q1 20231
SAROFIM FAYEZ 110.02%0.02%0.02%Q4 2012Q4 20121
Fortis Capital Management LLC 112.34%2.34%2.34%Q3 2022Q3 20221
EADS & HEALD WEALTH MANAGEMENT 110.35%0.35%0.35%Q4 2015Q4 20151
Mitra Capital LLC 1130.68%30.68%30.68%Q3 2017Q3 20171
TVR Capital Management LP 115.25%5.25%5.25%Q2 2017Q2 20171
Masso Torrence Wealth Management Inc. 110.11%0.11%0.11%Q4 2021Q4 20211
VIRGINIA RETIREMENT SYSTEMS ET AL 110.01%0.01%0.01%Q4 2013Q4 20131
PANTHERA INVESTMENT GmbH 110.01%0.01%0.01%Q4 2014Q4 20141
TOBIAS FINANCIAL ADVISORS, INC. 110.01%0.01%0.01%Q4 2019Q4 20191
HPS Investment Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Tranquilli Financial Advisor LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Lorem Ipsum Management, LLC 1110.01%10.01%10.01%Q1 2016Q1 20161
Precocity Capital LP 1116.96%16.96%16.96%Q3 2018Q3 20181
Atika Capital Management LLC 1116.15%16.15%16.15%Q2 2016Q2 20161
Iron Triangle Partners LP 1119.57%19.57%19.57%Q2 2022Q2 20221
RJA Asset Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Open Field Capital LLC 110.02%0.02%0.02%Q4 2013Q4 20131
Hartree Partners, LP 110.19%0.19%0.19%Q4 2019Q4 20191
RWQ Financial Management Services, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Plymouth Lane Capital Management, LLC 117.90%7.90%7.90%Q4 2014Q4 20141
Coltrane Asset Management L.P. 1144.89%44.89%44.89%Q4 2019Q4 20191
OUTFITTER FINANCIAL LLC 110.13%0.13%0.13%Q4 2021Q4 20211
ADAR Investment Management LP 1139.58%39.58%39.58%Q1 2014Q1 20141
ADI CAPITAL MANAGEMENT LLC 1113.51%13.51%13.51%Q1 2019Q1 20191
Swift Run Capital 110.55%0.55%0.55%Q4 2020Q4 20201
Cider Mill Investments LP 111.41%1.41%1.41%Q4 2016Q4 20161
RIPOSTE CAPITAL LLC 1146.05%46.05%46.05%Q3 2023Q3 20231
Metis Global Partners, LLC 111.57%1.57%1.57%Q3 2023Q3 20231
AO Asset Management, LP 110.46%0.46%0.46%Q2 2016Q2 20161
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
Pathlight Investors LLC 110.27%0.27%0.27%Q4 2018Q4 20181
Guardian Wealth Management, Inc. 110.08%0.08%0.08%Q4 2022Q4 20221
Tavio Capital LLC 115.62%5.62%5.62%Q3 2017Q3 20171
Reby Advisors, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Zelman Capital LLC 119.31%9.31%9.31%Q2 2016Q2 20161
Emerald Acquisition Ltd. 110.00%0.00%0.00%Q3 2016Q3 20161
Bornite Capital Management LP 116.89%6.89%6.89%Q1 2022Q1 20221
Thor Advisors, LLC 115.47%5.47%5.47%Q1 2020Q1 20201
Chessman Wealth Strategies RIA 110.00%0.00%0.00%Q3 2018Q3 20181
Flat Footed LLC 1123.30%23.30%23.30%Q3 2023Q3 20231
Yelin Lapidot Holdings Management Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
DecisionPoint Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
One Tusk Investment Partners LP 110.40%0.40%0.40%Q4 2018Q4 20181
COOK WEALTH MANAGEMENT GROUP LLC 110.37%0.37%0.37%Q4 2022Q4 20221
APOGEM CAPITAL LLC 113.58%3.58%3.58%Q4 2020Q4 20201
TCM Advisors, LLC 110.60%0.60%0.60%Q2 2022Q2 20221
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 112.07%2.07%2.07%Q4 2020Q4 20201
Independence Advisors, LLC 110.06%0.06%0.06%Q2 2019Q2 20191
Stone Ridge Asset Management LLC 1170.28%70.28%70.28%Q2 2016Q2 20161
Yakira Capital Management, Inc. 111.48%1.48%1.48%Q1 2022Q1 20221
ACUTA CAPITAL PARTNERS, LLC 111.74%1.74%1.74%Q1 2015Q1 20151
Cassia Capital Partners, LLC 110.14%0.14%0.14%Q3 2021Q3 20211
Rather & Kittrell, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Pleasant Lake Partners LLC 1132.49%32.49%32.49%Q4 2014Q4 20141
Cercano Management LLC 110.26%0.26%0.26%Q4 2022Q4 20221
My Legacy Advisors, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
SEVEN EIGHT CAPITAL, LP 119.76%9.76%9.76%Q1 2023Q1 20231
Teewinot Capital Advisers, L.L.C. 115.70%5.70%5.70%Q3 2014Q3 20141
HAMILTON LANE ADVISORS LLC 110.16%0.16%0.16%Q4 2019Q4 20191
Northwest Bank & Trust Co 110.04%0.04%0.04%Q2 2023Q2 20231
San Luis Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Gator Capital Management, LLC 111.96%1.96%1.96%Q1 2018Q1 20181
Capital Square, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
OGOREK ANTHONY JOSEPH /NY/ /ADV 110.00%0.00%0.00%Q3 2023Q3 20231
QV Investors Inc. 110.03%0.03%0.03%Q2 2020Q2 20201
Cannon Global Investment Management, LLC 110.56%0.56%0.56%Q4 2021Q4 20211
AidennLair Capital Management LP 113.20%3.20%3.20%Q2 2018Q2 20181
Osher Van de Voorde Investment Management 110.06%0.06%0.06%Q3 2023Q3 20231
Evolutionary Tree Capital Management, LLC 110.25%0.25%0.25%Q4 2021Q4 20211
Vident Advisory, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Palestra Capital Management LLC 1137.70%37.70%37.70%Q4 2016Q4 20161
Simcah Management LLC 1140.98%40.98%40.98%Q4 2013Q4 20131
BLOOM TREE PARTNERS, LLC 1125.98%25.98%25.98%Q4 2019Q4 20191
DELTA CAPITAL MANAGEMENT LLC 110.13%0.13%0.13%Q4 2014Q4 20141
GFI Investment Counsel Ltd. 110.30%0.30%0.30%Q2 2022Q2 20221
EDMOND DE ROTHSCHILD (MONACO) 115.17%5.17%5.17%Q3 2016Q3 20161
Regiment Capital Management LLC 1141.33%41.33%41.33%Q3 2014Q3 20141
Orchard Hill Capital Management LP 1122.87%22.87%22.87%Q2 2014Q2 20141
DRILL CRAIG A 1116.93%16.93%16.93%Q4 2013Q4 20131
DC Investments Management, LLC 111.02%1.02%1.02%Q4 2017Q4 20171
ETF Store, Inc. 110.20%0.20%0.20%Q3 2023Q3 20231
Anatole Investment Management Ltd 1128.21%28.21%28.21%Q4 2021Q4 20211
STRALEM & CO INC 110.28%0.28%0.28%Q2 2020Q2 20201
Regent Investment Management LLC 110.13%0.13%0.13%Q2 2015Q2 20151
Aristotle Atlantic Partners, LLC 110.66%0.66%0.66%Q4 2018Q4 20181
Aquire Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
BluePath Capital Management, LLC 111.00%1.00%1.00%Q3 2023Q3 20231
Raub Brock Capital Management LP 110.06%0.06%0.06%Q1 2020Q1 20201
Stratford Consulting, LLC 111.77%1.77%1.77%Q1 2020Q1 20201
Quantitative Advantage, LLC 110.23%0.23%0.23%Q4 2018Q4 20181
Alpine Partners USVI, LLC 110.65%0.65%0.65%Q2 2013Q2 20131
SOUTHPORT MANAGEMENT, L.L.C. 110.46%0.46%0.46%Q1 2022Q1 20221
CMC Financial Group 111.20%1.20%1.20%Q1 2022Q1 20221
Legacy CG, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 114.73%4.73%4.73%Q3 2023Q3 20231
Pinnacle Wealth Advisors 113.77%3.77%3.77%Q2 2021Q2 20211
FOREFRONT WEALTH MANAGEMENT INC. 110.34%0.34%0.34%Q4 2022Q4 20221
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 110.49%0.49%0.49%Q2 2022Q2 20221
Seawolf Capital, LLC 114.59%4.59%4.59%Q1 2017Q1 20171
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 1177.96%77.96%77.96%Q3 2020Q3 20201
Tyrus Capital S.A.M. 111.79%1.79%1.79%Q1 2015Q1 20151
Covalis Capital LLP 112.06%2.06%2.06%Q4 2019Q4 20191
NEXT Financial Holdings 110.25%0.25%0.25%Q1 2019Q1 20191
Myriad Asset Management Ltd. 111.83%1.83%1.83%Q1 2019Q1 20191
CAMDEN NATIONAL CORP 110.09%0.09%0.09%Q1 2021Q1 20211
Mawer Investment Management Ltd. 110.01%0.01%0.01%Q4 2019Q4 20191
Choice Wealth Advisors, LLC 111.01%1.01%1.01%Q2 2022Q2 20221
B, B, H, & B INC. 110.06%0.06%0.06%Q4 2020Q4 20201
MKD WEALTH COACHES, LLC 110.20%0.20%0.20%Q2 2019Q2 20191
Azora Capital LP 114.28%4.28%4.28%Q3 2022Q3 20221
Pension Partners, LLC 1119.65%19.65%19.65%Q3 2014Q3 20141
Ma Investment Partnership, LP 11100.00%100.00%100.00%Q3 2022Q3 20221
DeGreen Capital Management LLC 1132.04%32.04%32.04%Q4 2013Q4 20131
Cascabel Management LP 1124.52%24.52%24.52%Q3 2013Q3 20131
Leonard Capital Management, Inc. 1125.05%25.05%25.05%Q1 2016Q1 20161
Coulter & Justus Financial Services, LLC 1112.10%12.10%12.10%Q1 2022Q1 20221
WILLNER & HELLER, LLC 110.35%0.35%0.35%Q3 2022Q3 20221
Davide Leone & Partners Investment Co Ltd. 1149.72%49.72%49.72%Q2 2023Q2 20231
Centre Asset Management, LLC 110.83%0.83%0.83%Q2 2013Q2 20131
Hidden Lake Asset Management LP 1117.00%17.00%17.00%Q3 2021Q3 20211
FIRST FINANCIAL EQUITY CORPORATION 112.11%2.11%2.11%Q1 2017Q1 20171
Algebris (UK) Ltd 111.48%1.48%1.48%Q1 2018Q1 20181
ARBOR TRUST WEALTH ADVISORS, LLC 110.21%0.21%0.21%Q3 2021Q3 20211
Delap Wealth Advisory, LLC 110.23%0.23%0.23%Q4 2022Q4 20221
HONEYWELL INTERNATIONAL INC 110.82%0.82%0.82%Q4 2015Q4 20151
DCM Advisors, LLC 110.15%0.15%0.15%Q2 2022Q2 20221
Dai-ichi Life Holdings, Inc. 112.07%2.07%2.07%Q3 2015Q3 20151
Rail-Splitter Capital Management, LLC 110.11%0.11%0.11%Q1 2016Q1 20161
Gallagher Benefit Services, Inc. 110.21%0.21%0.21%Q4 2022Q4 20221
Blueport Capital, L.P. 1118.15%18.15%18.15%Q4 2017Q4 20171
Centennial Wealth Advisory LLC 111.42%1.42%1.42%Q4 2020Q4 20201
MONEYWISE, INC. 110.18%0.18%0.18%Q3 2023Q3 20231
Murchinson Ltd. 115.18%5.18%5.18%Q3 2022Q3 20221
Signify Wealth 113.30%3.30%3.30%Q3 2023Q3 20231
Indaba Capital Management, L.P. 114.09%4.09%4.09%Q3 2021Q3 20211
Osbon Capital Management LLC 110.72%0.72%0.72%Q2 2019Q2 20191
Ledge Wealth Management, Inc. 110.17%0.17%0.17%Q4 2022Q4 20221
swisspartners Ltd. 110.35%0.35%0.35%Q4 2020Q4 20201
NBC SECURITIES, INC. 111.27%1.27%1.27%Q3 2023Q3 20231
MAKENA CAPITAL MANAGEMENT LLC 110.52%0.52%0.52%Q4 2013Q4 20131
Johnson Financial Group, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
ParenteBeard Wealth Management, LLC 113.14%3.14%3.14%Q3 2014Q3 20141
Conrad Siegel Investment Advisors, Inc. 110.08%0.08%0.08%Q1 2022Q1 20221
Maytus Capital Management, LLC 111.04%1.04%1.04%Q2 2022Q2 20221
Hatteras Alternative Mutual Funds, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Oak Point Wealth Management 110.06%0.06%0.06%Q1 2018Q1 20181
Model Capital Management LLC 1122.92%22.92%22.92%Q3 2020Q3 20201
SWARTHMORE GROUP INC 1135.93%35.93%35.93%Q2 2022Q2 20221
PNC Managed Account Solutions, Inc. 110.15%0.15%0.15%Q2 2021Q2 20211
Antipodean Advisors LLC 1155.18%55.18%55.18%Q1 2019Q1 20191
Noked Capital LTD 110.06%0.06%0.06%Q3 2022Q3 20221
Peak Capital Management LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Waterstone Capital Management, L.P. 1119.58%19.58%19.58%Q4 2019Q4 20191
Kepos Capital LP 110.75%0.75%0.75%Q2 2023Q2 20231
West Coast Financial LLC 110.17%0.17%0.17%Q2 2017Q2 20171
Leicht Financial Planning & Wealth Management, Inc. 110.78%0.78%0.78%Q1 2020Q1 20201
FLIPPIN BRUCE & PORTER INC 110.56%0.56%0.56%Q2 2016Q2 20161
Gibson Wealth Advisors LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Huber Capital Management LLC 110.07%0.07%0.07%Q4 2013Q4 20131
BAMCO INC /NY/ 110.00%0.00%0.00%Q4 2022Q4 20221
Timber Creek Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
iAB Financial Bank 110.10%0.10%0.10%Q2 2017Q2 20171
Axiom Financial Strategies, LLC 110.26%0.26%0.26%Q1 2020Q1 20201
Permit Capital Advisors, LLC 116.89%6.89%6.89%Q1 2022Q1 20221
Prana Capital Management, LP 110.25%0.25%0.25%Q2 2022Q2 20221
Context Partners Fund, L.P. 110.55%0.55%0.55%Q3 2018Q3 20181
St. James Investment Company, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Barrington Wilshire, LLC 1130.44%30.44%30.44%Q2 2013Q2 20131
Twin Securities, Inc. 110.63%0.63%0.63%Q4 2018Q4 20181
Anthion Management, LLC 1161.63%61.63%61.63%Q2 2013Q2 20131
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
EVEREST CAPITAL LLC 111.11%1.11%1.11%Q1 2013Q1 20131
Okumus Fund Management Ltd. 113.06%3.06%3.06%Q4 2018Q4 20181
qPULA Trading Management LP 118.01%8.01%8.01%Q1 2021Q1 20211
CHIRON CAPITAL MANAGEMENT, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
XTX Topco Ltd 110.05%0.05%0.05%Q1 2023Q1 20231
BHR Capital LLC 1113.47%13.47%13.47%Q2 2014Q2 20141
Tri Locum Partners LP 116.18%6.18%6.18%Q3 2023Q3 20231
Ascension Asset Management LLC 114.60%4.60%4.60%Q4 2020Q4 20201
Daiwa Capital Markets America Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
TRUE SIGNAL LP 110.32%0.32%0.32%Q4 2022Q4 20221
RiverPark Advisors, LLC 110.20%0.20%0.20%Q2 2022Q2 20221
IAM Advisory, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
GREEN ARROW CAPITAL MANAGEMENT LLC 1111.51%11.51%11.51%Q3 2014Q3 20141
Gunderson Capital Management Inc. 110.12%0.12%0.12%Q4 2023Q4 20231
Hilltop Park Associates LLC 111.26%1.26%1.26%Q4 2013Q4 20131
Robertson Opportunity Capital, LLC 110.12%0.12%0.12%Q2 2013Q2 20131
Capital Advisors Wealth Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Bull Oak Capital, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Westover Capital Advisors, LLC 110.27%0.27%0.27%Q1 2016Q1 20161
Two Seas Capital LP 1111.74%11.74%11.74%Q3 2022Q3 20221
TREMBLANT CAPITAL GROUP 110.40%0.40%0.40%Q3 2018Q3 20181
Glenrock Inc. 1154.15%54.15%54.15%Q4 2013Q4 20131
Altai Capital Management 1113.26%13.26%13.26%Q1 2014Q1 20141
RAY GERALD L & ASSOCIATES LTD 110.03%0.03%0.03%Q3 2016Q3 20161
Lee Financial Group Hawaii, Inc. 110.22%0.22%0.22%Q1 2019Q1 20191
Saratoga Research & Investment Management 110.03%0.03%0.03%Q3 2017Q3 20171
Greystone Managed Investments Inc. 110.64%0.64%0.64%Q4 2014Q4 20141
Pale Fire Capital SE 1127.09%27.09%27.09%Q2 2023Q2 20231
Firsthand Capital Management, Inc. 111.49%1.49%1.49%Q1 2020Q1 20201
Redwood Investment Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Trishield Capital Management LLC 1115.94%15.94%15.94%Q3 2015Q3 20151
TELEMUS BEACON INVESTMENT Co LLC 115.51%5.51%5.51%Q2 2013Q2 20131
KADENSA CAPITAL Ltd 112.21%2.21%2.21%Q1 2023Q1 20231
One68 Global Capital, LLC 115.24%5.24%5.24%Q4 2022Q4 20221
COHEN & STEERS CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q1 2015Q1 20151
Scissortail Wealth Management, LLC 110.54%0.54%0.54%Q4 2022Q4 20221
BANYAN CAPITAL MANAGEMENT, INC. 110.61%0.61%0.61%Q4 2018Q4 20181
Convergence Investment Partners, LLC 110.10%0.10%0.10%Q1 2020Q1 20201
Ovata Capital Management Ltd 110.39%0.39%0.39%Q4 2022Q4 20221
BARINGTON CAPITAL GROUP, L.P. 110.23%0.23%0.23%Q2 2021Q2 20211
GETCO Holding Company, LLC 1129.15%29.15%29.15%Q2 2013Q2 20131
Valiant Capital Management, L.P. 110.44%0.44%0.44%Q1 2013Q1 20131
140 Summer Partners LP 1111.75%11.75%11.75%Q4 2020Q4 20201
BEDEL FINANCIAL CONSULTING INC 111.35%1.35%1.35%Q3 2023Q3 20231
STEPHENS GROUP ASSET MANAGEMENT, LLC 110.49%0.49%0.49%Q4 2018Q4 20181
GALAXY CAPITAL TRADING LTD 111.92%1.92%1.92%Q3 2013Q3 20131
CLOVERFIELDS CAPITAL GROUP, LP 110.40%0.40%0.40%Q4 2022Q4 20221
Sharp Capital Gestora de Recursos Ltda. 114.06%4.06%4.06%Q1 2023Q1 20231
RUSHMORE INVESTMENT ADVISORS, INC. 112.65%2.65%2.65%Q2 2013Q2 20131
PFM Health Sciences, LP 111.14%1.14%1.14%Q3 2017Q3 20171
Legato Capital Management LLC 111.40%1.40%1.40%Q4 2019Q4 20191
Partner Investment Management, L.P. 111.15%1.15%1.15%Q3 2017Q3 20171
Bristol County Savings Bank 110.19%0.19%0.19%Q4 2017Q4 20171
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
FIRST INTERSTATE BANCSYSTEM INC 110.62%0.62%0.62%Q1 2021Q1 20211
Capital Planning LLC 110.18%0.18%0.18%Q4 2022Q4 20221
Pennant Investors, LP 1116.70%16.70%16.70%Q1 2020Q1 20201
Saudi Central Bank 1150.23%50.23%50.23%Q1 2020Q1 20201
Gardner Russo & Gardner 110.00%0.00%0.00%Q2 2013Q2 20131
RK Capital 117.60%7.60%7.60%Q1 2020Q1 20201
ZWEIG ADVISERS LLC 111.39%1.39%1.39%Q4 2015Q4 20151
Shore Point Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Opus Trading Fund LLC 111.26%1.26%1.26%Q2 2013Q2 20131
Schonfeld Group Holdings LLC 110.52%0.52%0.52%Q4 2015Q4 20151
JAMISON EATON & WOOD INC /NJ 110.02%0.02%0.02%Q3 2013Q3 20131
William Allan Corp 110.01%0.01%0.01%Q4 2021Q4 20211
Elequin Capital, LP 110.34%0.34%0.34%Q3 2023Q3 20231
HELIOS CAPITAL MANAGEMENT PTE. LTD 117.01%7.01%7.01%Q2 2022Q2 20221
GFS Private Wealth, LLC 110.24%0.24%0.24%Q4 2017Q4 20171
WESTEND PARTNERS LP 110.84%0.84%0.84%Q3 2013Q3 20131
CALDWELL & ORKIN INC 1111.92%11.92%11.92%Q4 2016Q4 20161
SOCIETE GENERALE 1113.61%13.61%13.61%Q2 2016Q2 20161
Isomer Partners LP 110.64%0.64%0.64%Q1 2019Q1 20191
Eschler Asset Management LLP 111.32%1.32%1.32%Q3 2023Q3 20231
MAR VISTA INVESTMENT PARTNERS LLC 110.03%0.03%0.03%Q1 2013Q1 20131
Sunnymeath Asset Management, Inc. 110.55%0.55%0.55%Q4 2016Q4 20161
AJO, LP 110.01%0.01%0.01%Q4 2018Q4 20181
Potomac Capital Management, Inc. 116.44%6.44%6.44%Q3 2014Q3 20141
Progressive Investment Management Corp 110.14%0.14%0.14%Q4 2015Q4 20151
G2 CAPITAL MANAGEMENT, LLC / OH 110.08%0.08%0.08%Q4 2021Q4 20211
PAYDEN & RYGEL INVESTMENT GROUP 111.30%1.30%1.30%Q3 2023Q3 20231
Venor Capital Management LP 111.78%1.78%1.78%Q3 2019Q3 20191
Handelsbanken Fonder AB 110.08%0.08%0.08%Q4 2015Q4 20151
WBI INVESTMENTS, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
C.V. Starr & Co., Inc. Trust 114.53%4.53%4.53%Q3 2019Q3 20191
TORRAY INVESTMENT PARTNERS LLC 110.04%0.04%0.04%Q3 2013Q3 20131
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.18%0.18%0.18%Q1 2023Q1 20231
Marcho Partners LLP 1156.38%56.38%56.38%Q1 2020Q1 20201
Zeit Capital LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Garrett Wealth Advisory Group, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
Hixon Zuercher, LLC 110.37%0.37%0.37%Q4 2022Q4 20221
Beaumont Capital Management, LLC 1114.38%14.38%14.38%Q3 2022Q3 20221
Questar Asset Management, Inc. 112.90%2.90%2.90%Q4 2018Q4 20181
Telemus Investment Management, LLC 112.35%2.35%2.35%Q2 2013Q2 20131
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
PICTET ASSET MANAGEMENT SA 110.02%0.02%0.02%Q2 2023Q2 20231
Tactical Allocation Group LLC 118.76%8.76%8.76%Q2 2013Q2 20131
Voss Capital, LLC 110.54%0.54%0.54%Q4 2022Q4 20221
FIELDPOINT PRIVATE ADVISORS, INC 110.22%0.22%0.22%Q1 2017Q1 20171
Silver Bridge Capital Management LLC 111.18%1.18%1.18%Q2 2013Q2 20131
CAUSEWAY CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q3 2022Q3 20221
CPA Asset Management LLC 110.24%0.24%0.24%Q4 2022Q4 20221
Hardman Johnston Global Advisors LLC 110.05%0.05%0.05%Q4 2015Q4 20151
COOKSON PEIRCE & CO INC 110.02%0.02%0.02%Q3 2023Q3 20231
CAZENOVE CAPITAL MANAGEMENT LTD 111.45%1.45%1.45%Q2 2013Q2 20131
RMF GP, LLC 110.27%0.27%0.27%Q3 2013Q3 20131
PROVIDENT TRUST CO 110.02%0.02%0.02%Q4 2019Q4 20191
S. MUOIO & CO. LLC 1151.81%51.81%51.81%Q4 2021Q4 20211
ALLSTATE INVESTMENT MANAGEMENT CO 115.09%5.09%5.09%Q4 2022Q4 20221
KLCM Advisors, Inc. 110.23%0.23%0.23%Q1 2016Q1 20161
GLENHILL ADVISORS LLC 113.77%3.77%3.77%Q2 2017Q2 20171
AQR Arbitrage LLC 110.76%0.76%0.76%Q4 2020Q4 20201
WISCONSIN CAPITAL MANAGEMENT LLC 110.16%0.16%0.16%Q2 2013Q2 20131
Ecofin Advisors Ltd 110.06%0.06%0.06%Q4 2013Q4 20131
PERRY CAPITAL 1116.62%16.62%16.62%Q2 2013Q2 20131
Ipsen Advisor Group LLC 111.13%1.13%1.13%Q4 2022Q4 20221
CONTINENTAL INVESTORS SERVICES, INC. 110.26%0.26%0.26%Q2 2023Q2 20231
Chimera Capital Management LLC 111.76%1.76%1.76%Q2 2022Q2 20221
SELECT EQUITY GROUP INC 110.46%0.46%0.46%Q3 2013Q3 20131
SIGMA CAPITAL MANAGEMENT LLC 110.21%0.21%0.21%Q3 2013Q3 20131
FOUNDATION RESOURCE MANAGEMENT INC 110.34%0.34%0.34%Q4 2016Q4 20161
CHARLES STEWART MOTT FOUNDATION 1151.88%51.88%51.88%Q3 2015Q3 20151
SEVEN GRAND MANAGERS, LLC 1128.62%28.62%28.62%Q3 2023Q3 20231
Ironvine Capital Partners, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
DAVIDSON KEMPNER PARTNERS 118.66%8.66%8.66%Q1 2023Q1 20231
Glassy Mountain Advisors, Inc. 110.09%0.09%0.09%Q4 2022Q4 20221
Kaye Capital Management 110.11%0.11%0.11%Q3 2023Q3 20231
VONTOBEL ASSET MANAGEMENT INC 110.04%0.04%0.04%Q3 2023Q3 20231
Sage Asset Management, L.P. 113.10%3.10%3.10%Q3 2013Q3 20131
SEI TRUST CO 110.00%0.00%0.00%Q2 2014Q2 20141
Seven Harbour Global, LP 1129.73%29.73%29.73%Q1 2016Q1 20161
GRIFFIN ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
JUPITER ASSET MANAGEMENT LTD 110.06%0.06%0.06%Q3 2020Q3 20201
Mountaineer Partners Management, LLC 1137.86%37.86%37.86%Q2 2019Q2 20191
TOEWS CORP /ADV 112.71%2.71%2.71%Q4 2010Q4 20101
Knott David M Jr 110.04%0.04%0.04%Q1 2022Q1 20221
HARTWELL J M LIMITED PARTNERSHIP 110.10%0.10%0.10%Q1 2016Q1 20161
MCDANIEL TERRY & CO 110.17%0.17%0.17%Q3 2023Q3 20231
Eliot Finkel Investment Counsel, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
ASTURIAS CAPITAL LLC 119.69%9.69%9.69%Q2 2019Q2 20191
CROSSLINK CAPITAL INC 110.24%0.24%0.24%Q2 2019Q2 20191
SMITHBRIDGE ASSET MANAGEMENT INC/DE 110.12%0.12%0.12%Q4 2021Q4 20211
Beverly Hills Private Wealth, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 110.83%0.83%0.83%Q4 2019Q4 20191
Meditor Group Ltd 112.55%2.55%2.55%Q3 2013Q3 20131
FIDELITY D & D BANCORP INC 110.27%0.27%0.27%Q3 2023Q3 20231
Kavi Asset Management, LP 113.25%3.25%3.25%Q3 2017Q3 20171
MAVERICK CAPITAL LTD 110.61%0.61%0.61%Q3 2016Q3 20161
Atwater Malick LLC 110.06%0.06%0.06%Q3 2019Q3 20191
Atlas Wealth Partners, LLC 110.58%0.58%0.58%Q2 2023Q2 20231
Kercheville Advisors, LLC 110.23%0.23%0.23%Q3 2022Q3 20221
Scion Asset Management 1151.05%51.05%51.05%Q2 2023Q2 20231
West Tower Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
EFG CAPITAL INTERNATIONAL CORP. 110.06%0.06%0.06%Q2 2023Q2 20231
DIAMOND HILL CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q4 2014Q4 20141
FORMULA GROWTH LTD 110.39%0.39%0.39%Q1 2021Q1 20211
Otter Creek Advisors, LLC 115.70%5.70%5.70%Q3 2021Q3 20211
THOMAS WHITE INTERNATIONAL LTD 110.00%0.00%0.00%Q4 2014Q4 20141
Tilden Park Management I LLC 1136.54%36.54%36.54%Q3 2016Q3 20161
Burns Matteson Capital Management, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
JLB & ASSOCIATES INC 110.26%0.26%0.26%Q4 2016Q4 20161
Radcliffe Capital Management, L.P. 111.55%1.55%1.55%Q1 2015Q1 20151
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 110.40%0.40%0.40%Q3 2013Q3 20131
St. Louis Financial Planners Asset Management, LLC 119.31%9.31%9.31%Q1 2023Q1 20231
LTS One Management LP 112.27%2.27%2.27%Q3 2022Q3 20221
ADVISOR CONSULTANT NETWORK INC 111.61%1.61%1.61%Q3 2016Q3 20161
Requisite Capital Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
ALPINE WOODS CAPITAL INVESTORS, LLC 110.06%0.06%0.06%Q3 2014Q3 20141
SoftVest Advisors, LLC 112.37%2.37%2.37%Q3 2023Q3 20231
AR ASSET MANAGEMENT INC 110.12%0.12%0.12%Q1 2016Q1 20161
Kooman & Associates 111.12%1.12%1.12%Q4 2022Q4 20221
Vanguard Capital Wealth Advisors 110.74%0.74%0.74%Q4 2018Q4 20181
Zenyatta Capital Management LP 1118.74%18.74%18.74%Q1 2022Q1 20221
Greenlight Capital 111.46%1.46%1.46%Q2 2021Q2 20211
Castle Financial & Retirement Planning Associates, Inc. 119.84%9.84%9.84%Q4 2021Q4 20211
LUTS & GREENLEIGH GROUP, INC 110.34%0.34%0.34%Q3 2023Q3 20231
RPO LLC 113.05%3.05%3.05%Q4 2021Q4 20211
PLATINUM GROVE ASSET MANAGEMENT, LP 1135.33%35.33%35.33%Q3 2013Q3 20131
Align Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Menard Financial Group LLC 110.38%0.38%0.38%Q3 2022Q3 20221
REFRAME WEALTH, LLC 110.63%0.63%0.63%Q4 2022Q4 20221
Farmer Steven Patrick 110.14%0.14%0.14%Q2 2022Q2 20221
CANYON CAPITAL ADVISORS LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Rotation Capital Management, LP 1126.94%26.94%26.94%Q4 2016Q4 20161
Simplicity Wealth,LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Acorn Advisory Capital L.P. 1117.93%17.93%17.93%Q4 2018Q4 20181
Harspring Capital Management, LLC 110.07%0.07%0.07%Q1 2020Q1 20201
CLEARY GULL INC. 112.11%2.11%2.11%Q1 2015Q1 20151
KNIGHT CAPITAL GROUP LLC 110.67%0.67%0.67%Q2 2013Q2 20131
BASSETT HARGROVE INVESTMENT COUNSEL, LLC 110.30%0.30%0.30%Q4 2021Q4 20211
Sciencast Management LP 117.72%7.72%7.72%Q3 2016Q3 20161
SALZHAUER MICHAEL 110.03%0.03%0.03%Q2 2023Q2 20231
KLR INVESTMENT ADVISORS, LLC 110.17%0.17%0.17%Q2 2023Q2 20231
GENWORTH FINANCIAL INC 1113.57%13.57%13.57%Q2 2013Q2 20131
NEW AMSTERDAM PARTNERS LLC/NY 110.08%0.08%0.08%Q4 2018Q4 20181
STRYCKER VIEW CAPITAL LLC 119.92%9.92%9.92%Q3 2018Q3 20181
Fund 1 Investments, LLC 112.60%2.60%2.60%Q4 2022Q4 20221
J Arnold Wealth Management Co 110.53%0.53%0.53%Q2 2020Q2 20201
Cloverdale Capital Management, LLC 1114.25%14.25%14.25%Q1 2017Q1 20171
WESLEY CAPITAL MANAGEMENT, LLC 114.68%4.68%4.68%Q1 2014Q1 20141
ALYDAR PARTNERS LLC 117.49%7.49%7.49%Q2 2014Q2 20141
Sustainable Growth Advisers, LP 110.01%0.01%0.01%Q4 2018Q4 20181
Millburn Ridgefield Corp 115.71%5.71%5.71%Q3 2023Q3 20231
KerberRose Wealth Management, LLC 110.24%0.24%0.24%Q2 2022Q2 20221
PacWest Financial Management Inc 110.27%0.27%0.27%Q4 2016Q4 20161
Sovereign Investment Advisors, LLC 110.73%0.73%0.73%Q2 2023Q2 20231
Mystic Asset Management, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
Sender Co & Partners, Inc. 110.65%0.65%0.65%Q2 2022Q2 20221
Trivant Custom Portfolio Group, LLC 110.59%0.59%0.59%Q1 2023Q1 20231
KENNEDY INVESTMENT GROUP 110.12%0.12%0.12%Q2 2023Q2 20231
Lebenthal Wealth Advisors, LLC 111.19%1.19%1.19%Q2 2016Q2 20161
Burgundy Asset Management Ltd. 110.06%0.06%0.06%Q2 2014Q2 20141
James Hambro & Partners 110.04%0.04%0.04%Q1 2020Q1 20201
PPM AMERICA INC/IL 1147.05%47.05%47.05%Q3 2021Q3 20211
Opera Trading Capital 110.14%0.14%0.14%Q4 2018Q4 20181
Ilmarinen Mutual Pension Insurance Co 110.59%0.59%0.59%Q3 2021Q3 20211
AURORA FINANCIAL ADVISORS, LLC 111.64%1.64%1.64%Q4 2017Q4 20171
CARRONADE CAPITAL MANAGEMENT, LP 110.03%0.03%0.03%Q1 2023Q1 20231
Q3 Asset Management 110.39%0.39%0.39%Q3 2023Q3 20231
Nut Tree Capital Management, LP 1120.70%20.70%20.70%Q3 2019Q3 20191
Price Capital Management, Inc. 110.15%0.15%0.15%Q2 2018Q2 20181
Leverage Partners Absolute Return Fund SPC 110.15%0.15%0.15%Q1 2022Q1 20221
QUANTITATIVE VALUE TECHNOLOGIES, LLC 112.09%2.09%2.09%Q2 2021Q2 20211
Jacobsen Capital Management 110.35%0.35%0.35%Q4 2022Q4 20221
Albar Capital Ltd 112.37%2.37%2.37%Q4 2018Q4 20181
ONE PLUS ONE WEALTH MANAGEMENT, LLC 110.25%0.25%0.25%Q2 2023Q2 20231
American Family Insurance Mutual Holding Co 111.71%1.71%1.71%Q1 2022Q1 20221
Key Bridge Compliance, LLC 118.88%8.88%8.88%Q3 2023Q3 20231
Advisory Resource Group 110.08%0.08%0.08%Q3 2023Q3 20231
MARSICO CAPITAL MANAGEMENT LLC 110.10%0.10%0.10%Q4 2015Q4 20151
Game Plan Financial Advisors, LLC 110.20%0.20%0.20%Q4 2019Q4 20191
Carlsbad Wealth Advisory Group, Inc. 110.18%0.18%0.18%Q2 2023Q2 20231
Factorial Partners, LLC 110.87%0.87%0.87%Q2 2021Q2 20211
FIFTH LANE CAPITAL, LP 110.27%0.27%0.27%Q1 2022Q1 20221
BLUE SQUARE ASSET MANAGEMENT, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
LJI Wealth Management, LLC 110.73%0.73%0.73%Q4 2022Q4 20221
PENSECO FINANCIAL SERVICES CORP 110.01%0.01%0.01%Q3 2013Q3 20131
Richwood Investment Advisors, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
KPP Advisory Services LLC 110.20%0.20%0.20%Q3 2023Q3 20231
High Pines Wealth Management, LLC 110.14%0.14%0.14%Q3 2021Q3 20211
All-Stars Investment Ltd 110.04%0.04%0.04%Q4 2014Q4 20141
Mill Capital Management, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.80%0.80%0.80%Q3 2023Q3 20231
APEX CAPITAL, LLC 117.16%7.16%7.16%Q1 2015Q1 20151
Apertura Capital, LLC 1112.18%12.18%12.18%Q2 2017Q2 20171
NORDEN GROUP LLC 110.29%0.29%0.29%Q3 2023Q3 20231
Avoro Capital Advisors LLC 110.04%0.04%0.04%Q3 2017Q3 20171
CR Intrinsic Investors, LLC 110.88%0.88%0.88%Q1 2014Q1 20141
Ampfield Management, L.P. 1111.60%11.60%11.60%Q1 2023Q1 20231
ELLIOTT MANAGEMENT CORP 1110.81%10.81%10.81%Q3 2013Q3 20131
WT Asset Management Ltd 1110.15%10.15%10.15%Q4 2018Q4 20181
Ramirez Asset Management, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
ALPINE ASSOCIATES ADVISORS 110.03%0.03%0.03%Q4 2013Q4 20131
Avitas Wealth Management LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Cardinal Point Capital Management, ULC 110.11%0.11%0.11%Q3 2023Q3 20231
Keel Point Advisors, LLC 110.42%0.42%0.42%Q4 2014Q4 20141
Lodestone Wealth Management LLC 111.17%1.17%1.17%Q3 2023Q3 20231
Clarfeld Financial Advisors, LLC 112.40%2.40%2.40%Q4 2018Q4 20181
Equita Financial Network, Inc. 110.82%0.82%0.82%Q3 2023Q3 20231
Constant Guidance Financial LLC 1110.39%10.39%10.39%Q3 2023Q3 20231
Acrospire Investment Management LLC 115.36%5.36%5.36%Q1 2016Q1 20161
GSG Advisors LLC 111.71%1.71%1.71%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.07%0.07%0.07%Q3 2023Q3 20231
Financiere des Professionnels - Fonds d,investissement inc. 1114.09%14.09%14.09%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.52%0.52%0.52%Q3 2023Q3 20231
LUPO SECURITIES, LLC 1115.95%15.95%15.95%Q4 2014Q4 20141
Financial Security Advisor, Inc. 110.59%0.59%0.59%Q3 2023Q3 20231
Arlington Trust Co LLC 110.83%0.83%0.83%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.38%0.38%0.38%Q3 2023Q3 20231
Third Point 110.93%0.93%0.93%Q4 2014Q4 20141
Tenere Capital LLC 1111.84%11.84%11.84%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.94%0.94%0.94%Q3 2023Q3 20231
JANA Partners Management, LP 119.36%9.36%9.36%Q3 2023Q3 20231
ROGCO, LP 110.43%0.43%0.43%Q3 2023Q3 20231
Lagoda Investment Management, L.P. 110.09%0.09%0.09%Q4 2014Q4 20141
SYNTAX RESEARCH, INC. 113.49%3.49%3.49%Q3 2023Q3 20231
JACOBSON & SCHMITT ADVISORS, LLC 110.21%0.21%0.21%Q1 2017Q1 20171
United Community Bank 110.53%0.53%0.53%Q3 2023Q3 20231
KICKSTAND VENTURES, LLC. 110.10%0.10%0.10%Q3 2023Q3 20231
GUNN & Co INVESTMENT MANAGEMENT, INC. 110.55%0.55%0.55%Q3 2023Q3 20231
Lakeshore Financial Planning, Inc. 110.30%0.30%0.30%Q3 2023Q3 20231
Prosperitas Financial LLC 110.80%0.80%0.80%Q3 2023Q3 20231
H&H Retirement Design & Management INC 110.20%0.20%0.20%Q1 2020Q1 20201
Allen Mooney & Barnes Investment Advisors LLC 112.33%2.33%2.33%Q3 2023Q3 20231
Savoie Capital LLC 111.38%1.38%1.38%Q3 2023Q3 20231
KRYGER CAPITAL Ltd 111.25%1.25%1.25%Q2 2022Q2 20221
Troob Capital Management LLC 116.91%6.91%6.91%Q2 2013Q2 20131
Tatro Capital, LLC 113.32%3.32%3.32%Q1 2020Q1 20201
Crescent Park Management, L.P. 1119.64%19.64%19.64%Q3 2023Q3 20231
External links

This page lists all the filers that currently own SPDR S&P 500 ETF TR or have owned SPDR S&P 500 ETF TR in the past.