SELECT SECTOR SPDR TR shareholder history

Current and past SELECT SECTOR SPDR TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.08%0.40%Q1 2012Q3 2023136
CITIGROUP INC 42420.00%0.11%0.55%Q2 2013Q3 2023126
BANK OF AMERICA CORP /DE/ 42420.00%0.16%0.63%Q2 2013Q3 2023124
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.03%0.12%Q2 2013Q3 2023122
BARCLAYS PLC 42420.00%0.09%0.92%Q2 2013Q3 2023109
Parallax Volatility Advisers, L.P. 41410.00%0.04%0.28%Q3 2013Q3 2023109
UBS Group AG 36360.00%0.08%0.38%Q4 2014Q3 2023107
Walleye Trading LLC 42420.00%0.04%0.42%Q2 2013Q3 2023101
Jefferies Group LLC 3160.00%0.15%1.55%Q2 2013Q3 2022100
ROYAL BANK OF CANADA 42420.00%0.03%0.11%Q2 2013Q3 202395
Citadel Advisors 39390.00%0.03%0.12%Q1 2014Q3 202395
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.15%1.13%Q2 2013Q3 202395
JANE STREET GROUP, LLC 3710.00%0.06%0.37%Q1 2014Q3 202391
WELLS FARGO & COMPANY/MN 42420.00%0.11%0.33%Q2 2013Q3 202389
MILLENNIUM MANAGEMENT LLC 42420.00%0.06%0.44%Q2 2013Q3 202385
Cutler Group LLC / CA 32320.00%0.07%1.04%Q4 2015Q3 202384
CREDIT SUISSE AG/ 43430.00%0.05%0.37%Q1 2013Q3 202383
WOLVERINE TRADING, LLC 17120.00%0.04%0.11%Q2 2016Q3 202379
Twin Tree Management, LP 1610.00%0.20%0.95%Q4 2012Q3 202378
Paloma Partners Management Co 37370.00%0.16%1.11%Q3 2014Q3 202378
HSBC HOLDINGS PLC 47470.00%0.02%0.10%Q1 2012Q3 202372
CAPITAL FUND MANAGEMENT S.A. 1320.00%0.08%0.42%Q3 2014Q3 202369
TWO SIGMA SECURITIES, LLC 1520.00%0.46%14.99%Q4 2014Q3 202367
HUNTINGTON NATIONAL BANK 59590.00%0.01%0.04%Q1 2009Q3 202359
BlackRock Inc. 42420.00%0.13%0.99%Q2 2013Q3 202359
TWO SIGMA INVESTMENTS, LP 2710.00%0.14%0.53%Q3 2013Q3 202356
BANK OF MONTREAL /CAN/ 3920.00%0.02%0.13%Q2 2013Q3 202354
MARSHALL WACE, LLP 2110.00%0.11%2.58%Q2 2013Q3 202349
NOMURA HOLDINGS INC 1310.00%0.09%0.62%Q4 2012Q3 202347
Creative Planning 42420.00%0.02%0.03%Q2 2013Q3 202347
MUFG Americas Holdings Corp 47470.00%0.01%0.02%Q1 2011Q3 202247
HAP Trading, LLC 710.00%0.04%0.78%Q2 2013Q3 202346
HighTower Advisors, LLC 42420.00%0.14%0.26%Q2 2013Q3 202345
KEYBANK NATIONAL ASSOCIATION/OH 44440.01%0.02%0.03%Q4 2012Q3 202344
TOTH FINANCIAL ADVISORY CORP 42420.00%1.32%1.88%Q2 2013Q3 202344
M&T BANK CORP 26150.00%0.01%0.02%Q2 2013Q3 202344
DONALDSON CAPITAL MANAGEMENT, LLC 44440.02%0.07%0.25%Q4 2012Q3 202344
Spot Trading L.L.C 16160.00%0.06%0.68%Q2 2013Q1 201744
First Financial Bank - Trust Division 44440.07%0.16%0.48%Q1 2013Q4 202344
Tortoise Investment Management, LLC 44440.00%0.00%0.01%Q4 2012Q3 202344
Squarepoint Ops LLC 1430.00%0.09%0.51%Q1 2016Q3 202344
Financial Architects, Inc 3640.00%0.23%0.50%Q2 2013Q2 202344
Veritable, L.P. 43430.00%0.16%0.24%Q4 2012Q2 202344
Rehmann Capital Advisory Group 2220.07%0.14%0.29%Q2 2011Q3 202344
Montecito Bank & Trust 43430.32%0.60%1.16%Q2 2013Q4 202343
Bank of New York Mellon Corp 4210.00%0.01%0.38%Q2 2012Q3 202343
LYNCH & ASSOCIATES/IN 43430.11%0.15%0.28%Q2 2013Q4 202343
Avidian Wealth Solutions, LLC 40400.00%2.14%9.91%Q4 2013Q3 202343
Mirae Asset Global Investments Co., Ltd. 2110.01%0.82%4.03%Q2 2011Q3 202343
Cetera Advisor Networks LLC 43430.05%0.25%0.56%Q1 2013Q3 202343
COMMERCE BANK 43430.01%0.09%0.14%Q1 2013Q3 202343
BAR HARBOR WEALTH MANAGEMENT 43431.44%1.77%2.10%Q1 2013Q3 202343
Goelzer Investment Management, Inc. 43430.03%0.09%0.25%Q1 2013Q3 202343
OPTIMUM INVESTMENT ADVISORS 3470.00%0.13%0.24%Q3 2013Q4 202343
SYNOVUS FINANCIAL CORP 42420.02%0.05%0.49%Q2 2013Q3 202343
TRUST CO OF VIRGINIA /VA 42420.31%0.48%0.67%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.98%1.69%Q2 2013Q3 202342
Sandy Spring Bank 42420.08%0.18%0.24%Q2 2013Q3 202342
FIRST MERCHANTS CORP 42420.09%0.42%1.04%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.04%0.12%Q2 2013Q3 202342
Sabal Trust CO 42420.31%0.41%0.55%Q2 2013Q3 202342
Main Management LLC 42420.99%4.66%9.67%Q2 2013Q3 202342
WestEnd Advisors, LLC 42420.01%4.10%13.82%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.00%0.04%0.08%Q2 2013Q3 202342
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 42420.09%0.14%0.31%Q2 2013Q3 202342
Exchange Capital Management, Inc. 42420.08%0.48%1.39%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.02%0.10%0.31%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.02%0.03%0.04%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.10%0.28%Q2 2013Q3 202342
Smithfield Trust Co 42420.01%0.02%0.02%Q2 2013Q3 202342
First National Bank of Hutchinson 42420.84%1.43%2.50%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.04%0.05%0.06%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.00%0.04%0.22%Q2 2013Q4 202342
SG Americas Securities, LLC 42420.01%0.20%0.61%Q2 2013Q3 202342
VICUS CAPITAL 42420.07%0.34%1.24%Q2 2013Q3 202342
Smith & Howard Wealth Management, LLC 42420.62%1.16%1.88%Q2 2013Q3 202342
Windsor Capital Management, LLC 42420.57%0.79%1.06%Q2 2013Q3 202342
Annex Advisory Services, LLC 42420.60%5.27%9.52%Q2 2013Q3 202342
CHILTON CAPITAL MANAGEMENT LLC 42420.04%0.10%0.20%Q2 2013Q3 202342
Ledyard National Bank 42420.01%0.21%0.48%Q2 2013Q3 202342
Callan Capital, LLC 42420.98%2.08%3.83%Q2 2013Q3 202342
MEEDER ASSET MANAGEMENT INC 42420.00%0.09%0.56%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.01%0.02%0.04%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.03%0.17%0.37%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.04%0.09%0.15%Q2 2013Q3 202342
MARTIN & CO INC /TN/ 42421.15%1.84%2.43%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.00%0.87%7.97%Q2 2013Q3 202342
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 42420.02%0.05%0.38%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.04%0.14%0.54%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.18%0.34%0.47%Q2 2013Q3 202342
LPL Financial LLC 42420.04%0.47%1.06%Q2 2013Q3 202342
Cetera Advisors LLC 42420.07%0.21%0.40%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.07%0.26%1.00%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.03%0.20%0.61%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.12%0.22%0.29%Q2 2013Q3 202342
SouthState Corp 42420.06%0.08%0.17%Q2 2013Q3 202342
INTERACTIVE FINANCIAL ADVISORS, INC. 42420.55%1.42%5.85%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.11%0.26%0.70%Q2 2013Q3 202342
KING LUTHER CAPITAL MANAGEMENT CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
CIBC WORLD MARKET INC. 42420.00%0.08%0.47%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.05%0.25%0.52%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.01%0.02%0.03%Q2 2013Q3 202342
Nelson Capital Management, LLC 42420.38%0.89%3.03%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.01%0.14%0.30%Q2 2013Q3 202342
SFMG, LLC 42420.19%2.48%7.95%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.04%0.13%0.25%Q2 2013Q3 202342
FMR LLC 42420.00%0.00%0.02%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.12%0.31%0.60%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.26%1.17%2.55%Q2 2013Q3 202342
SOL Capital Management CO 42420.14%0.24%0.38%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.02%0.05%0.15%Q2 2013Q3 202342
OLD SECOND NATIONAL BANK OF AURORA 42420.01%0.08%0.67%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.00%0.01%Q2 2013Q3 202342
PROFFITT & GOODSON INC 42420.38%0.70%1.19%Q2 2013Q3 202342
WEATHERLY ASSET MANAGEMENT L. P. 42420.28%0.56%0.88%Q2 2013Q3 202342
US BANCORP \DE\ 42420.06%0.14%0.19%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.05%0.11%Q2 2013Q3 202342
BANK OF NOVA SCOTIA 42420.00%0.24%1.08%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.02%0.05%0.11%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.01%0.02%0.06%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
Smith, Salley & Associates 42420.08%0.30%0.96%Q2 2013Q3 202342
BALYASNY ASSET MANAGEMENT L.P. 910.01%0.12%0.74%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.02%0.08%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.08%0.70%1.86%Q2 2013Q3 202342
NBT BANK N A /NY 42420.11%0.19%0.22%Q2 2013Q3 202342
MORGAN STANLEY 42420.12%0.22%0.47%Q2 2013Q3 202342
ARROW FINANCIAL CORP 42420.05%0.21%0.33%Q2 2013Q3 202342
OLD NATIONAL BANCORP /IN/ 42420.08%1.13%2.21%Q2 2013Q3 202342
KANAWHA CAPITAL MANAGEMENT LLC 42420.05%0.13%0.22%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.15%0.30%0.81%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.22%0.38%1.47%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 22190.00%0.26%0.79%Q2 2013Q3 202342
Evercore Wealth Management, LLC 3560.02%0.13%0.23%Q2 2013Q3 202341
Baker Avenue Asset Management, LP 41410.06%0.36%0.99%Q3 2013Q3 202341
ASSETMARK, INC 41410.04%0.23%0.44%Q3 2013Q3 202341
BOKF, NA 3290.02%0.05%0.17%Q2 2013Q3 202341
Sand Hill Global Advisors, LLC 22190.10%0.19%0.31%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.01%0.04%0.11%Q2 2013Q2 202341
Dynamic Advisor Solutions LLC 40400.00%0.41%1.18%Q4 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.09%0.15%0.24%Q2 2013Q3 202341
Capital Investment Advisors, LLC 41410.38%1.24%2.49%Q4 2013Q4 202341
United Asset Strategies, Inc. 24170.38%1.80%2.79%Q2 2013Q3 202341
Hartford Financial Management Inc. 26150.00%0.07%0.15%Q2 2013Q3 202341
First Horizon Advisors, Inc. 41410.04%0.09%0.20%Q3 2013Q3 202341
FRANKLIN RESOURCES INC 3380.00%0.00%0.00%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2830.00%0.00%0.01%Q2 2013Q3 202340
Baltimore-Washington Financial Advisors, Inc. 40400.73%1.47%2.29%Q4 2013Q3 202340
MACROVIEW INVESTMENT MANAGEMENT LLC 40400.05%2.10%10.49%Q4 2013Q3 202340
Swan Global Investments, LLC 40402.83%6.72%9.57%Q4 2013Q3 202340
Court Place Advisors, LLC 40400.26%0.30%0.36%Q4 2013Q3 202340
Avalon Investment & Advisory 40400.01%0.02%0.07%Q2 2013Q1 202340
SMITH, MOORE & CO. 40400.09%0.15%0.26%Q4 2013Q3 202340
VALLEY WEALTH MANAGERS, INC. 2920.00%0.07%0.34%Q2 2013Q3 202340
D.A. DAVIDSON & CO. 3910.00%0.03%0.08%Q2 2013Q3 202340
JNBA Financial Advisors 2070.02%0.03%0.06%Q2 2013Q3 202340
Janney Montgomery Scott LLC 29110.01%1.29%2.50%Q3 2013Q3 202340
BIRINYI ASSOCIATES INC 21190.08%0.79%1.54%Q3 2013Q3 202340
MOODY LYNN & LIEBERSON, LLC 40400.04%0.11%0.96%Q4 2013Q3 202340
WESBANCO BANK INC 29110.01%0.06%0.14%Q3 2013Q3 202340
Private Advisor Group, LLC 40400.07%0.32%1.04%Q4 2013Q3 202340
CAPTRUST FINANCIAL ADVISORS 2850.00%0.16%2.10%Q2 2013Q3 202340
BANK HAPOALIM BM 40400.44%3.06%7.21%Q4 2013Q3 202340
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40400.22%1.68%4.54%Q4 2013Q3 202340
MERIDIAN INVESTMENT COUNSEL INC. 40400.69%0.85%1.06%Q4 2013Q3 202340
ROCKLAND TRUST CO 40400.03%0.20%1.10%Q4 2013Q3 202340
SCOTIA CAPITAL INC. 40400.01%0.05%0.10%Q4 2013Q3 202340
HOLLENCREST CAPITAL MANAGEMENT 40400.02%2.00%3.49%Q4 2013Q3 202340
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 25140.01%0.15%0.36%Q4 2013Q3 202339
Archford Capital Strategies, LLC 39390.14%1.64%3.58%Q1 2014Q3 202339
TD ASSET MANAGEMENT INC 3090.00%0.03%0.15%Q2 2013Q3 202339
Endurance Wealth Management, Inc. 39390.04%0.13%0.28%Q4 2013Q2 202339
St. Johns Investment Management Company, LLC 39390.85%1.30%1.79%Q1 2014Q3 202339
CWM, LLC 3180.04%0.22%2.97%Q4 2013Q3 202339
Paragon Capital Management Ltd 2050.05%0.33%0.74%Q2 2013Q3 202339
ARS Investment Partners, LLC 26130.13%0.73%1.70%Q4 2013Q3 202339
Atria Investments, Inc 28110.04%0.26%1.50%Q2 2013Q3 202339
ALPS ADVISORS INC 2850.10%0.15%0.25%Q3 2013Q3 202339
FAGAN ASSOCIATES, INC. 39390.12%0.23%0.56%Q1 2014Q3 202339
Boltwood Capital Management 39390.06%0.93%2.16%Q2 2014Q4 202339
TOCQUEVILLE ASSET MANAGEMENT L.P. 3610.00%0.11%0.44%Q2 2013Q3 202339
New England Private Wealth Advisors LLC 28110.09%0.19%0.60%Q3 2013Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.01%0.01%0.02%Q2 2013Q4 202239
BANQUE PICTET & CIE SA 3360.01%0.13%0.28%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.08%0.17%Q1 2014Q3 202339
Kovack Advisors, Inc. 38380.18%0.37%0.74%Q2 2014Q3 202338
Prospera Financial Services Inc 1820.03%0.22%0.87%Q2 2013Q3 202338
North Star Investment Management Corp. 21170.00%0.01%0.03%Q1 2014Q3 202338
CHURCHILL MANAGEMENT Corp 1730.69%3.50%9.06%Q2 2013Q3 202338
Spears Abacus Advisors LLC 38380.03%0.09%0.30%Q2 2014Q3 202338
TCI Wealth Advisors, Inc. 2310.00%0.02%0.11%Q1 2013Q1 202338
Regal Investment Advisors LLC 2110.04%0.14%0.42%Q2 2013Q3 202338
FIDUCIARY TRUST CO 38380.01%0.01%0.02%Q2 2014Q3 202338
Tower Research Capital LLC (TRC) 2820.00%0.29%1.61%Q2 2013Q3 202338
Stillwater Investment Management, LLC 38380.94%1.35%2.06%Q4 2013Q1 202338
BRAVE ASSET MANAGEMENT INC 24140.10%2.28%6.31%Q4 2013Q3 202338
WEDBUSH SECURITIES INC 3710.04%0.19%0.37%Q1 2014Q3 202338
West Oak Capital, LLC 23150.02%0.06%0.09%Q1 2014Q3 202338
Ameritas Investment Partners, Inc. 38380.00%0.06%0.38%Q2 2014Q3 202338
FIRST MANHATTAN CO. LLC. 3510.00%0.00%0.00%Q4 2013Q3 202337
BROWN ADVISORY INC 3340.00%0.00%0.01%Q2 2013Q3 202337
BROWN BROTHERS HARRIMAN & CO 37370.00%0.00%0.01%Q3 2014Q3 202337
Marquette Asset Management, LLC 37370.46%0.73%1.10%Q2 2013Q2 202237
DUNCKER STREETT & CO INC 21160.00%0.01%0.01%Q2 2014Q3 202337
COUNTRY TRUST BANK 37370.00%0.17%0.97%Q4 2014Q4 202337
Perkins Coie Trust Co 37370.01%0.04%0.08%Q3 2014Q3 202337
Beaumont Financial Partners, LLC 26110.06%1.01%2.97%Q2 2013Q3 202237
REGIONS FINANCIAL CORP 37370.00%0.01%0.02%Q3 2014Q3 202337
MURPHY CAPITAL MANAGEMENT INC 37370.56%2.27%3.07%Q2 2013Q2 202237
AMERICAN NATIONAL BANK 37370.00%0.02%0.03%Q3 2014Q3 202337
MV CAPITAL MANAGEMENT, INC. 36360.03%0.77%2.62%Q4 2014Q3 202336
ACG Wealth 36360.08%0.68%1.38%Q4 2013Q3 202236
AlphaMark Advisors, LLC 3510.00%1.35%4.95%Q2 2013Q3 202336
Patten Group, Inc. 36360.11%0.19%0.30%Q4 2014Q3 202336
BUTENSKY & COHEN FINANCIAL SECURITY, INC 36360.12%0.51%0.79%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.17%0.34%0.63%Q4 2014Q3 202336
Advisory Services Network, LLC 2710.02%0.17%0.38%Q4 2013Q3 202336
Highlander Capital Management, LLC 36360.01%0.01%0.02%Q4 2014Q3 202336
TRUIST FINANCIAL CORP 36360.00%0.29%1.00%Q4 2014Q3 202336
ORLEANS CAPITAL MANAGEMENT CORP/LA 22140.15%0.56%1.03%Q3 2014Q3 202336
Riggs Asset Managment Co. Inc. 24120.00%0.80%3.46%Q3 2014Q3 202336
Bray Capital Advisors 36360.00%0.73%1.59%Q4 2014Q3 202336
Biltmore Wealth Management, LLC 36364.06%8.21%16.09%Q4 2014Q3 202336
PINNACLE ASSOCIATES LTD 36360.01%0.04%0.10%Q4 2014Q3 202336
Sequent Asset Management, LLC 36360.14%0.81%2.34%Q4 2014Q3 202336
FIL Ltd 36360.00%0.01%0.03%Q4 2014Q3 202336
Sigma Planning Corp 36360.17%0.27%0.53%Q4 2014Q3 202336
DEUTSCHE BANK AG\ 2360.00%0.02%0.19%Q3 2013Q3 202336
Raab & Moskowitz Asset Management LLC 36360.01%0.15%0.21%Q4 2014Q3 202336
Affiance Financial, LLC 36360.39%1.12%6.75%Q4 2014Q3 202336
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 36361.72%3.92%7.05%Q4 2014Q3 202336
KINGS POINT CAPITAL MANAGEMENT 36360.01%0.01%0.04%Q2 2013Q1 202236
Analyst IMS Investment Management Services Ltd. 36360.18%0.98%2.71%Q4 2014Q3 202336
Cypress Capital Management LLC (WY) 36361.69%2.56%4.50%Q4 2014Q3 202336
First Personal Financial Services 36360.00%0.01%0.04%Q4 2014Q3 202336
Fernwood Investment Management, LLC 35350.19%0.41%0.70%Q1 2015Q3 202335
COLONY GROUP LLC 2520.01%0.17%0.65%Q1 2014Q3 202335
Meristem Family Wealth, LLC 20150.47%0.86%1.14%Q2 2013Q1 202235
Plante Moran Financial Advisors, LLC 3210.01%0.05%0.11%Q4 2013Q3 202335
Kessler Investment Group, LLC 2310.00%0.63%1.52%Q2 2013Q3 202335
Hudock, Inc. 25100.00%0.04%0.27%Q2 2014Q3 202335
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 23121.55%3.83%7.38%Q4 2014Q3 202335
TWO SIGMA ADVISERS, LP 1910.00%0.33%0.80%Q2 2013Q3 202335
Rezny Wealth Management, Inc. 35350.01%6.11%11.06%Q1 2015Q3 202335
People's United Financial, Inc. 18170.01%0.04%0.27%Q2 2013Q1 202235
Simplicity Solutions, LLC 2690.02%0.79%5.98%Q4 2014Q3 202335
ALLIANCEBERNSTEIN L.P. 2690.00%0.03%0.25%Q2 2013Q3 202335
MASSMUTUAL TRUST CO FSB/ADV 2510.00%0.01%0.02%Q4 2013Q4 202335
AGF INVESTMENTS INC. 3050.02%0.73%1.49%Q3 2013Q3 202235
Roble, Belko & Company, Inc 35350.19%0.45%0.92%Q1 2015Q3 202335
Carroll Financial Associates, Inc. 35350.00%0.02%0.09%Q2 2013Q4 202135
Brinker Capital Investments, LLC 13100.00%0.29%1.03%Q2 2013Q4 202235
Smart Portfolios, LLC 2780.42%5.40%12.62%Q2 2013Q1 202235
ADIRONDACK TRUST CO 3050.00%0.06%0.10%Q2 2013Q3 202335
VALLEY NATIONAL ADVISERS INC 35350.00%0.01%0.01%Q1 2015Q3 202335
Moors & Cabot, Inc. 2780.06%0.07%0.14%Q3 2014Q3 202335
COMERICA BANK 3210.00%0.02%0.13%Q2 2013Q3 202335
Mariner, LLC 2310.01%0.05%0.10%Q4 2013Q3 202334
Capital Analysts, LLC 1710.00%0.02%0.06%Q2 2013Q3 202334
Gradient Investments LLC 2410.00%0.04%1.09%Q3 2013Q3 202334
DOWLING & YAHNKE LLC 22120.02%0.03%0.06%Q2 2013Q3 202234
Voya Financial Advisors, Inc. 2590.05%0.09%0.15%Q1 2015Q3 202334
Brookstone Capital Management 1610.01%0.69%3.02%Q4 2013Q3 202334
ProVise Management Group, LLC 2730.04%0.13%0.43%Q2 2013Q3 202334
Man Group plc 1510.00%0.03%0.09%Q2 2018Q3 202334
Country Club Trust Company, n.a. 34340.04%0.10%0.24%Q3 2013Q4 202134
Psagot Value Holdings Ltd. 34340.25%3.80%7.63%Q2 2013Q3 202134
Family Firm, Inc. 3110.05%0.15%0.21%Q4 2014Q3 202334
Greenwich Wealth Management LLC 3220.03%0.06%0.12%Q1 2015Q3 202334
Winfield Associates, Inc. 34340.23%0.89%1.47%Q4 2013Q1 202234
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.01%0.10%0.73%Q2 2015Q3 202334
Diligent Investors, LLC 2680.44%0.67%1.15%Q4 2014Q3 202334
Baird Financial Group, Inc. 34340.01%0.07%0.24%Q2 2015Q3 202334
Estate Counselors, LLC 1910.01%1.62%3.48%Q2 2013Q1 202334
WBH ADVISORY INC 3130.56%1.23%1.83%Q1 2015Q3 202334
Ironsides Asset Advisors, LLC 1780.12%0.16%0.43%Q2 2014Q1 202334
Wellington Shields Capital Management, LLC 1720.03%0.07%0.28%Q3 2014Q3 202333
MCF Advisors LLC 2510.00%0.04%0.09%Q2 2014Q3 202333
Capital Planning Advisors, LLC 21120.08%0.94%1.94%Q2 2015Q3 202333
Iowa State Bank 33330.06%0.38%0.67%Q3 2015Q3 202333
Krilogy Financial LLC 33330.60%0.92%1.83%Q3 2015Q3 202333
MONTAG A & ASSOCIATES INC 1820.02%0.18%1.59%Q2 2013Q3 202333
Mount Lucas Management LP 1210.00%1.48%3.31%Q2 2013Q4 202233
SALEM INVESTMENT COUNSELORS INC 1820.00%0.07%0.12%Q2 2013Q3 202333
CHEMUNG CANAL TRUST CO 33330.05%1.57%3.84%Q4 2015Q4 202333
STRATEGIC WEALTH MANAGEMENT INC 2671.66%5.70%17.51%Q3 2013Q4 202133
Allworth Financial LP 3110.00%0.00%0.01%Q2 2015Q3 202332
HOWARD CAPITAL MANAGEMENT 32320.47%0.88%2.31%Q1 2013Q4 202032
Jackson, Grant Investment Advisers, Inc. 32321.38%1.79%2.28%Q4 2015Q3 202332
Miracle Mile Advisors, LLC 2810.02%1.47%10.58%Q3 2014Q3 202332
Pinnacle Advisory Group, Inc. 32320.02%1.58%7.49%Q2 2013Q1 202132
Renaissance Technologies 1020.00%0.01%0.05%Q2 2013Q2 202332
L & S Advisors Inc 1210.03%0.22%1.10%Q3 2013Q1 202332
Ayalon Insurance Comp Ltd. 2482.38%5.58%8.41%Q1 2015Q3 202332
StrategIQ Financial Group, LLC 32320.24%0.60%0.92%Q4 2015Q3 202332
BAILARD, INC. 3110.03%0.05%0.08%Q3 2015Q3 202332
Berkeley Capital Partners, LLC 32320.18%0.47%0.91%Q4 2015Q3 202332
Invesco Ltd. 2210.00%0.00%0.00%Q2 2013Q3 202332
WEBSTER BANK, N. A. 2840.00%0.03%0.14%Q1 2015Q3 202332
RiverFront Investment Group, LLC 2570.28%1.89%3.08%Q2 2011Q3 202332
Asset Dedication, LLC 32320.00%0.01%0.03%Q4 2015Q3 202332
Bristlecone Advisors, LLC 32320.07%0.23%0.75%Q4 2015Q3 202332
Pictet North America Advisors SA 32320.14%1.42%3.11%Q4 2015Q3 202332
Cetera Investment Advisers 32320.14%0.26%0.38%Q4 2015Q3 202332
Community Bank, N.A. 22100.01%0.08%0.22%Q4 2014Q3 202332
Ausdal Financial Partners, Inc. 32320.05%0.18%0.62%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.00%0.01%0.02%Q1 2016Q4 202332
CONTINENTAL ADVISORS LLC 2220.26%2.52%6.38%Q2 2013Q4 202232
WESPAC Advisors SoCal, LLC 32320.15%0.42%0.92%Q4 2015Q3 202332
FIRST INTERSTATE BANK 22100.02%1.78%4.92%Q3 2015Q3 202332
Harel Insurance Investments & Financial Services Ltd. 32320.02%2.16%7.66%Q4 2015Q3 202332
Geneos Wealth Management Inc. 31310.02%0.12%0.41%Q1 2016Q3 202331
IFP Advisors, Inc 17140.02%0.13%0.62%Q4 2015Q3 202331
Simmons Bank 31310.15%0.29%0.53%Q1 2016Q3 202331
Partnervest Advisory Services LLC 30300.00%0.50%1.18%Q2 2013Q3 202031
Migdal Insurance & Financial Holdings Ltd. 16150.11%1.75%3.67%Q4 2015Q3 202331
Institute for Wealth Management, LLC. 1630.01%0.49%2.45%Q2 2013Q3 202331
SWARTHMORE GROUP INC 31311.34%3.59%8.74%Q2 2013Q4 202031
STATE STREET CORP 1620.00%0.01%0.02%Q3 2013Q3 202331
Chevy Chase Trust Holdings, LLC 2810.00%0.01%0.04%Q4 2014Q3 202331
TEXAS PERMANENT SCHOOL FUND CORP 1630.00%0.05%0.11%Q1 2013Q3 202331
Stillwater Capital Advisors, LLC 31310.32%1.41%2.43%Q1 2016Q3 202331
SPINNAKER TRUST 3010.64%2.98%4.26%Q1 2015Q3 202331
EASTERN BANK 1380.02%0.63%1.66%Q2 2013Q3 202331
Segment Wealth Management, LLC 1730.02%0.71%1.53%Q2 2013Q4 202131
Transamerica Financial Advisors, Inc. 2310.00%0.36%3.03%Q2 2013Q3 202331
JAMES INVESTMENT RESEARCH INC 2650.00%0.32%0.64%Q2 2013Q3 202331
M&R CAPITAL MANAGEMENT INC 31310.00%0.00%0.00%Q2 2016Q4 202331
PROVIDA PENSION FUND ADMINISTRATOR 1480.08%1.81%6.68%Q4 2014Q4 202231
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 31310.26%0.40%0.66%Q1 2016Q3 202331
Private Wealth Advisors, Inc. 31310.59%1.63%2.20%Q2 2013Q4 202031
1832 Asset Management L.P. 2110.00%0.04%0.14%Q4 2014Q3 202331
BAINCO INTERNATIONAL INVESTORS 2820.05%0.30%0.42%Q2 2013Q4 202030
CREDIT AGRICOLE S A 1630.00%0.02%0.19%Q1 2015Q3 202330
AE Wealth Management LLC 28280.00%0.14%0.25%Q4 2016Q3 202330
SUNFLOWER BANK, NA WEALTH MANAGEMENT 30300.08%1.21%3.03%Q2 2013Q3 202030
WOODMONT INVESTMENT COUNSEL LLC 2910.01%0.25%0.63%Q2 2015Q3 202330
MONETARY MANAGEMENT GROUP INC 30300.00%0.02%0.06%Q2 2016Q3 202330
Zurich Insurance Group Ltd/FI 2520.01%0.07%0.14%Q3 2015Q3 202330
FIFTH THIRD SECURITIES, INC. 2460.83%2.34%7.56%Q1 2016Q3 202330
Jacobi Capital Management LLC 30300.08%0.14%0.27%Q2 2016Q3 202330
First Allied Advisory Services, Inc. 30300.11%0.29%0.70%Q2 2013Q3 202030
Wharton Business Group, LLC 30300.06%2.13%3.17%Q2 2016Q3 202330
CITIZENS FINANCIAL GROUP INC/RI 2280.01%0.01%0.02%Q4 2015Q2 202330
RAYMOND JAMES TRUST N.A. 30300.02%0.08%0.18%Q2 2016Q3 202330
CONDOR CAPITAL MANAGEMENT 30300.09%0.15%0.23%Q2 2016Q3 202330
Berkshire Money Management, Inc. 1421.72%3.05%4.73%Q2 2013Q3 202330
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 30300.04%3.13%4.12%Q2 2016Q3 202330
ATLANTA CAPITAL MANAGEMENT CO L L C 1290.00%0.01%0.07%Q2 2013Q1 202130
MOTCO 2550.00%0.01%0.02%Q2 2013Q3 202130
NewSquare Capital LLC 1920.00%0.19%0.74%Q1 2015Q3 202330
FDx Advisors, Inc. 1310.01%0.08%0.43%Q4 2013Q3 202330
INGALLS & SNYDER LLC 30300.03%0.06%0.10%Q2 2016Q3 202330
Corbenic Partners LLC 19110.04%0.14%0.32%Q2 2013Q2 202230
Stearns Financial Services Group 30300.04%1.22%2.40%Q2 2013Q3 202030
Azimuth Capital Management LLC 30300.02%0.04%0.12%Q2 2013Q3 202030
EXENCIAL WEALTH ADVISORS, LLC 1810.05%0.22%0.57%Q1 2013Q3 202330
Winch Advisory Services, LLC 1930.00%0.16%2.39%Q1 2014Q3 202330
NEXT Financial Group, Inc 30300.02%0.09%0.19%Q3 2014Q4 202130
ARROWGRASS CAPITAL PARTNERS (US) LP 1230.00%0.06%0.16%Q1 2015Q2 201930
NATIXIS 1910.05%0.66%1.84%Q3 2014Q3 202329
Venturi Wealth Management, LLC 29290.26%0.64%1.63%Q3 2016Q3 202329
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2540.39%4.68%9.16%Q2 2013Q4 202229
TWIN FOCUS CAPITAL PARTNERS, LLC 29290.10%0.33%1.41%Q3 2016Q3 202329
Laurel Wealth Advisors, Inc. 29290.09%0.15%0.26%Q4 2015Q4 202229
Glenview Trust Co 2810.02%0.04%0.10%Q4 2015Q3 202329
FIRST MERCANTILE TRUST CO 2630.25%0.80%1.84%Q2 2013Q3 202029
CUMBERLAND ADVISORS INC 1110.12%3.51%8.89%Q2 2013Q2 202329
Mechanics Bank Trust Department 29290.62%0.67%0.74%Q3 2016Q3 202329
Bollard Group LLC 29290.00%0.01%0.01%Q3 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.02%0.15%0.32%Q4 2013Q4 202029
REILLY FINANCIAL ADVISORS, LLC 2810.00%0.01%0.02%Q4 2013Q4 202129
Rothschild Capital Partners, LLC 2180.64%4.67%9.81%Q2 2016Q3 202329
HOWE & RUSLING INC 1210.00%0.01%0.02%Q2 2013Q3 202329
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 2360.00%0.11%0.63%Q4 2015Q3 202329
Cornerstone Wealth Management, LLC 2510.08%0.17%0.37%Q1 2016Q3 202329
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2110.00%0.01%0.03%Q2 2013Q3 202329
PUTNAM INVESTMENTS LLC 1110.02%0.07%0.16%Q3 2014Q4 202229
CMH Wealth Management LLC 28281.31%2.35%3.76%Q4 2016Q3 202328
BESSEMER GROUP INC 1610.00%0.42%1.80%Q2 2013Q3 202328
DOW CHEMICAL CO /DE/ 2710.14%1.54%4.13%Q2 2013Q3 202028
Ascent Wealth Partners, LLC 28280.06%1.17%2.76%Q1 2014Q4 202028
Moloney Securities Asset Management, LLC 28280.47%0.70%1.49%Q4 2016Q3 202328
Jump Trading, LLC 910.00%0.04%0.15%Q2 2013Q1 201928
Peak Financial Management, Inc. 28280.15%0.20%0.27%Q4 2016Q3 202328
Pacific Wealth Strategies Group, Inc. 28280.22%0.89%2.64%Q4 2016Q3 202328
HCR Wealth Advisors 28280.06%0.09%0.18%Q4 2016Q3 202328
Riverpoint Wealth Management Holdings, LLC 28281.55%2.14%2.70%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.02%0.48%0.80%Q4 2016Q3 202328
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 2710.16%0.80%1.34%Q4 2015Q3 202328
1834 INVESTMENT ADVISORS CO 2620.06%0.74%1.71%Q1 2015Q3 202328
Neuberger Berman Group LLC 2010.00%0.00%0.00%Q2 2013Q3 202328
Compagnie Lombard Odier SCmA 2260.00%0.01%0.07%Q1 2015Q3 202328
ACCESS FINANCIAL SERVICES, INC. 28280.27%1.15%1.86%Q4 2016Q3 202328
Advocacy Wealth Management Services, LLC 2510.00%1.89%8.19%Q2 2013Q3 202328
CIBC Private Wealth Group, LLC 2530.00%0.01%0.02%Q3 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.04%0.07%0.20%Q1 2016Q4 202228
COURIER CAPITAL LLC 1610.02%0.11%0.46%Q3 2013Q3 202328
Parallel Advisors, LLC 28280.02%0.05%0.08%Q4 2016Q3 202328
SIGNET FINANCIAL MANAGEMENT, LLC 28280.06%0.15%0.36%Q4 2016Q3 202328
Abbrea Capital, LLC 28280.08%0.15%0.23%Q4 2016Q3 202328
J. Goldman & Co LP 610.00%0.23%0.93%Q4 2013Q3 202328
Acropolis Investment Management, LLC 2710.01%0.02%0.02%Q2 2015Q3 202328
Steward Partners Investment Advisory, LLC 28280.06%0.21%0.44%Q4 2016Q3 202328
ELCO Management Co., LLC 28280.19%0.29%0.44%Q4 2016Q3 202328
WHITTIER TRUST CO OF NEVADA INC 28280.01%0.01%0.03%Q4 2016Q3 202328
GRIMES & COMPANY, INC. 2210.02%1.06%2.98%Q2 2015Q3 202328
Capital Investment Advisory Services, LLC 28280.11%0.26%1.88%Q4 2016Q3 202328
BigSur Wealth Management LLC 28280.58%0.95%1.42%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.11%0.28%1.16%Q4 2016Q3 202328
BOYS ARNOLD & CO INC 28280.04%0.33%0.47%Q2 2013Q1 202028
Clal Insurance Enterprises Holdings Ltd 2080.00%1.77%3.39%Q4 2014Q3 202328
MARCO INVESTMENT MANAGEMENT LLC 27270.04%0.09%0.12%Q1 2017Q3 202327
FAS Wealth Partners, Inc. 2520.00%0.05%0.10%Q4 2016Q3 202327
LCNB CORP 2160.46%0.57%0.71%Q4 2016Q3 202327
PINNACLE FINANCIAL PARTNERS INC 2310.02%0.05%0.25%Q4 2015Q3 202327
PRUDENTIAL FINANCIAL INC 27270.00%0.01%0.07%Q1 2017Q3 202327
SHEETS SMITH WEALTH MANAGEMENT 14130.04%0.21%0.44%Q1 2013Q3 202327
Global Retirement Partners, LLC 2070.10%0.24%0.41%Q4 2016Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.01%0.04%0.11%Q1 2017Q3 202327
MYCIO WEALTH PARTNERS, LLC 27270.00%0.04%0.15%Q2 2013Q4 201927
Valeo Financial Advisors, LLC 25250.00%0.07%0.16%Q3 2017Q3 202327
Capital Investment Counsel, Inc 27270.43%0.63%0.86%Q1 2017Q3 202327
Conservest Capital Advisors, Inc. 27276.44%7.93%10.35%Q1 2017Q3 202327
LINCOLN NATIONAL CORP 27270.01%0.05%0.17%Q1 2017Q3 202327
WINTRUST INVESTMENTS LLC 1720.07%0.19%0.35%Q3 2016Q3 202327
TORONTO DOMINION BANK 1410.00%0.01%0.04%Q1 2013Q4 202227
LEVEL FOUR ADVISORY SERVICES, LLC 1980.08%0.36%1.11%Q4 2016Q3 202327
STERLING INVESTMENT MANAGEMENT, LLC 27270.30%0.48%0.77%Q1 2017Q3 202327
Global Endowment Management, LP 1110.04%0.36%3.00%Q1 2015Q3 202327
LYELL WEALTH MANAGEMENT, LP 27270.20%0.43%0.82%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.05%0.16%0.28%Q2 2013Q4 201927
Edgestream Partners, L.P. 820.02%1.44%5.76%Q2 2014Q3 202327
Cribstone Capital Management, LLC 27270.01%0.67%1.62%Q2 2016Q4 202227
Kingsview Wealth Management, LLC 810.00%0.24%1.30%Q1 2017Q3 202327
EP Wealth Advisors, LLC 1890.03%0.19%0.70%Q4 2016Q3 202327
RWA WEALTH PARTNERS, LLC 27270.02%0.16%0.73%Q1 2017Q3 202327
Moisand Fitzgerald Tamayo, LLC 2520.00%0.00%0.02%Q4 2015Q3 202327
Thomasville National Bank 27270.13%0.15%0.18%Q1 2017Q3 202327
Freedom Investment Management, Inc. 1210.03%0.22%0.91%Q1 2013Q3 202327
Snowden Capital Advisors LLC 1980.04%0.12%0.27%Q4 2016Q3 202327
Oakworth Capital, Inc. 27270.00%0.00%0.01%Q4 2014Q2 202127
Foothills Asset Management, Ltd. 26262.40%2.74%3.58%Q4 2013Q1 202026
COMMERZBANK AKTIENGESELLSCHAFT /FI 26260.00%0.71%2.53%Q2 2013Q3 201926
QUATTRO FINANCIAL ADVISORS LLC 1880.22%2.58%4.42%Q1 2017Q3 202326
S. R. Schill & Associates 1540.11%0.98%2.77%Q4 2014Q3 202326
BUCKINGHAM STRATEGIC WEALTH, LLC 26260.01%0.05%0.14%Q2 2017Q3 202326
JONES FINANCIAL COMPANIES LLLP 1210.00%0.00%0.00%Q3 2013Q3 202326
SUNTRUST BANKS INC 26260.00%0.03%0.12%Q2 2013Q3 201926
BFSG, LLC 1790.07%0.20%0.67%Q1 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.19%0.23%0.38%Q2 2017Q3 202326
Summit X, LLC 26260.04%0.14%0.36%Q2 2017Q3 202326
WADE G W & INC 26260.02%0.05%0.27%Q2 2017Q3 202326
RPG Investment Advisory, LLC 26260.00%0.11%0.18%Q2 2017Q3 202326
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.01%0.03%0.05%Q4 2016Q3 202326
Ahrens Investment Partners LLC 26260.12%0.16%0.22%Q4 2016Q1 202326
Patriot Financial Group Insurance Agency, LLC 2330.00%0.03%0.09%Q4 2016Q3 202326
Choate Investment Advisors 2060.15%0.76%3.39%Q1 2017Q3 202326
NewEdge Advisors, LLC 26260.02%0.16%0.43%Q2 2017Q3 202326
Founders Capital Management 13130.02%0.03%0.05%Q1 2017Q4 202326
Abbot Financial Management, Inc. 26260.52%0.68%0.86%Q2 2017Q3 202326
Rafferty Asset Management, LLC 1690.46%2.64%8.47%Q2 2013Q3 201925
TIAA, FSB 25250.02%0.02%0.04%Q2 2017Q2 202325
MONROE BANK & TRUST/MI 25250.83%1.30%1.84%Q2 2013Q2 201925
Financial Enhancement Group LLC 2320.03%1.23%5.28%Q2 2015Q1 202325
Sheaff Brock Investment Advisors, LLC 1520.02%0.05%0.10%Q4 2015Q3 202325
Belpointe Asset Management LLC 25250.13%0.29%1.69%Q3 2017Q3 202325
BB&T SECURITIES, LLC 2230.01%0.29%0.90%Q2 2013Q3 201925
YorkBridge Wealth Partners, LLC 25250.10%0.15%0.21%Q4 2016Q4 202225
PEAK6 Investments LLC 1010.00%0.05%0.31%Q4 2019Q3 202325
Intellectus Partners, LLC 1960.11%0.41%1.01%Q2 2017Q3 202325
BRYN MAWR TRUST Co 25250.01%0.01%0.02%Q2 2017Q2 202325
Caprock Group, LLC 15100.04%0.12%0.17%Q4 2016Q3 202325
SIGNATUREFD, LLC 2310.00%0.01%0.05%Q3 2013Q3 202325
DAVENPORT & Co LLC 1870.00%0.06%0.18%Q2 2017Q3 202325
OneDigital Investment Advisors LLC 2050.00%0.07%0.46%Q2 2017Q3 202325
Sowell Financial Services LLC 1020.10%0.29%2.58%Q4 2016Q3 202325
Hugh Johnson Advisors LLC 25250.71%1.68%3.42%Q2 2013Q2 201925
Silverleafe Capital Partners, LLC 25251.14%2.10%3.52%Q4 2017Q4 202325
B. Riley Wealth Management, Inc. 1690.00%0.35%1.22%Q1 2014Q2 202225
Sonora Investment Management, LLC 25250.00%0.01%0.01%Q3 2015Q3 202125
Westside Investment Management, Inc. 1510.00%0.18%0.46%Q4 2016Q3 202325
IndexIQ Advisors LLC 2410.00%0.14%0.66%Q4 2015Q1 202225
Sunbelt Securities, Inc. 2110.01%0.12%0.33%Q4 2016Q3 202325
PATHSTONE FAMILY OFFICE, LLC 1640.00%0.66%1.67%Q4 2016Q3 202324
Wealthcare Advisory Partners LLC 13110.01%0.06%0.33%Q3 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.12%0.15%0.25%Q4 2017Q3 202324
Lido Advisors, LLC 2110.04%0.48%2.77%Q1 2016Q3 202324
Dorsey & Whitney Trust CO LLC 24240.04%0.36%0.58%Q4 2017Q3 202324
Seneca House Advisors 24240.30%1.94%3.16%Q4 2017Q3 202324
Verdence Capital Advisors LLC 24240.04%0.07%0.09%Q4 2017Q3 202324
Csenge Advisory Group 1680.09%0.40%0.66%Q3 2017Q3 202324
Crewe Advisors LLC 24240.02%0.04%0.13%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.22%0.36%0.62%Q4 2017Q3 202324
Ashfield Capital Partners, LLC 24240.02%0.03%0.05%Q4 2016Q3 202224
MEITAV INVESTMENT HOUSE LTD 24240.07%2.30%5.07%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.07%0.20%0.40%Q4 2017Q3 202324
PLIMOTH TRUST CO LLC 24240.39%0.52%0.61%Q4 2017Q3 202324
Polaris Wealth Advisory Group, LLC 920.07%1.43%4.04%Q2 2013Q1 202324
Occidental Asset Management, LLC 1680.07%0.24%0.77%Q2 2016Q3 202324
PARAMETRIC PORTFOLIO ASSOCIATES LLC 24240.00%0.00%0.00%Q2 2016Q1 202224
IFG Advisory, LLC 24240.22%0.36%0.55%Q4 2017Q3 202324
Busey Bank 2010.04%0.08%0.35%Q1 2014Q3 202324
WealthTrust Fairport, LLC 24240.56%1.19%1.69%Q2 2013Q1 201924
CONFLUENCE INVESTMENT MANAGEMENT LLC 1910.05%0.18%0.59%Q2 2013Q4 202224
CALTON & ASSOCIATES, INC. 24240.24%1.20%3.39%Q4 2017Q3 202324
Main Management ETF Advisors, LLC 24246.03%10.93%17.18%Q4 2017Q3 202324
Financial Partners Group, Inc 24240.10%0.16%0.30%Q4 2017Q3 202324
Granite Investment Advisors, LLC 24240.03%0.54%1.00%Q4 2015Q3 202124
Lowe Wealth Advisors, LLC 1210.00%0.65%1.38%Q1 2015Q4 202324
CENTAURUS FINANCIAL, INC. 24240.04%0.51%1.08%Q4 2017Q3 202324
CYPRESS CAPITAL MANAGEMENT LLC 24240.19%0.28%0.35%Q4 2016Q3 202224
BANK OF THE WEST 1910.02%0.22%0.46%Q4 2015Q4 202224
Financial Sense Advisors, Inc. 1910.12%0.85%3.16%Q3 2013Q1 202224
DT Investment Partners, LLC 1950.00%1.05%2.01%Q2 2013Q3 202324
Koshinski Asset Management, Inc. 1680.08%0.24%0.44%Q3 2017Q3 202324
NVWM, LLC 24240.34%0.54%0.76%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
BRIGHTON JONES LLC 13110.02%0.04%0.08%Q2 2017Q3 202324
Hochman Cole Investment Advisors, Inc. 24245.94%7.31%8.68%Q4 2015Q3 202124
PFG Advisors 24240.10%0.35%0.84%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.12%0.28%0.46%Q4 2017Q3 202324
Front Row Advisors LLC 24240.06%0.08%0.10%Q4 2017Q3 202324
First Command Financial Services, Inc. 13110.00%0.20%4.06%Q4 2016Q2 202324
First Command Bank 13110.01%0.03%0.12%Q4 2016Q2 202324
SYM FINANCIAL Corp 2210.00%0.07%0.12%Q4 2017Q3 202323
WELCH CAPITAL PARTNERS LLC/NY 23231.93%2.20%2.76%Q1 2018Q3 202323
AMARILLO NATIONAL BANK 23230.46%0.60%0.85%Q1 2018Q3 202323
Allen Capital Group, LLC 2030.08%0.16%0.32%Q4 2017Q3 202323
Gilman Hill Asset Management, LLC 23230.06%0.13%0.19%Q1 2018Q3 202323
PARK AVENUE SECURITIES LLC 23230.03%0.08%0.18%Q1 2018Q3 202323
Private Capital Advisors, Inc. 23230.07%0.10%0.12%Q3 2013Q1 201923
Measured Wealth Private Client Group, LLC 2210.44%1.92%3.96%Q3 2017Q3 202323
Argent Trust Co 1430.02%0.06%0.15%Q4 2014Q3 202323
Clarus Wealth Advisors 23230.31%0.83%2.04%Q4 2017Q2 202323
D.B. Root & Company, LLC 23230.12%0.32%0.73%Q1 2018Q3 202323
Quadrant Private Wealth Management, LLC 1940.15%0.27%0.46%Q4 2017Q3 202323
RPg Family Wealth Advisory, LLC 820.01%0.25%0.82%Q2 2016Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.24%0.50%0.93%Q1 2018Q3 202323
Chesapeake Wealth Management 23230.63%0.85%1.27%Q1 2018Q3 202323
Providence Capital Advisors, LLC 2210.00%0.04%0.16%Q4 2017Q3 202323
NAVELLIER & ASSOCIATES INC 810.01%0.27%0.71%Q3 2012Q2 202223
Accuvest Global Advisors 910.18%1.26%2.69%Q4 2014Q3 202323
Legacy Advisors, LLC 23230.17%0.42%0.71%Q1 2018Q3 202323
MGO ONE SEVEN LLC 2120.06%0.22%0.36%Q4 2017Q3 202323
Linscomb & Williams, Inc. 1940.02%0.02%0.03%Q1 2014Q1 202323
Quantitative Advantage, LLC 23231.42%2.21%2.95%Q3 2017Q1 202323
Advanced Asset Management Advisors Inc 2030.07%0.11%0.24%Q4 2017Q3 202323
Mount Yale Investment Advisors, LLC 23230.22%0.37%0.55%Q1 2018Q3 202323
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1760.00%0.11%0.25%Q2 2013Q2 202123
JUNCTURE WEALTH STRATEGIES, LLC 1110.10%2.60%6.58%Q4 2014Q4 202123
Edge Wealth Management LLC 1940.00%0.01%0.02%Q4 2015Q4 202123
Sterling Investment Advisors, Ltd. 23230.01%0.03%0.05%Q4 2016Q2 202223
Eagle Ridge Investment Management 23230.04%0.06%0.06%Q1 2018Q3 202323
Transform Wealth, LLC 23230.20%0.70%1.34%Q1 2018Q3 202323
RiverGlades Family Offices LLC 1441.26%1.63%2.14%Q4 2017Q3 202322
Certified Advisory Corp 11110.14%0.52%0.71%Q4 2017Q3 202322
Perigon Wealth Management, LLC 2010.01%0.08%0.25%Q3 2011Q3 202322
Hanlon Investment Management, Inc. 910.10%2.63%6.86%Q3 2013Q4 202222
APPLETON GROUP, LLC 810.22%0.50%0.90%Q1 2014Q4 202222
Avior Wealth Management, LLC 2110.00%0.01%0.04%Q1 2015Q3 202322
PRIVATE ASSET MANAGEMENT INC 22220.04%0.08%0.13%Q2 2018Q3 202322
LOEB PARTNERS CORP 1930.23%0.49%0.90%Q2 2013Q4 201822
Avitas Wealth Management LLC 22220.26%0.43%0.63%Q2 2018Q3 202322
WEALTH ADVISORS, INC. 16160.03%3.41%6.66%Q4 2019Q3 202322
InterOcean Capital, LLC 22220.12%1.12%3.31%Q1 2015Q2 202022
D L CARLSON INVESTMENT GROUP INC 22220.10%0.18%0.25%Q4 2014Q1 202022
Integrated Wealth Concepts LLC 22220.06%0.37%1.34%Q2 2018Q3 202322
StoneX Group Inc. 1930.22%1.27%3.27%Q2 2017Q3 202322
Trust Co 1910.00%1.18%4.24%Q1 2015Q3 202322
Lloyds Banking Group plc 1930.02%0.29%0.65%Q2 2013Q4 201822
Community Financial Services Group, LLC 1210.06%0.15%0.26%Q2 2013Q3 202322
WEALTHCARE CAPITAL MANAGEMENT LLC 2110.01%0.01%0.12%Q1 2015Q1 202122
Hilltop Holdings Inc. 2110.13%0.41%1.03%Q2 2013Q3 202322
Barnett & Company, Inc. 1390.00%0.04%0.14%Q1 2016Q4 202122
Ruggie Capital Group 1440.02%0.55%3.65%Q4 2014Q3 202022
Virtu Financial LLC 610.03%0.74%4.29%Q4 2013Q3 202321
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 21210.10%0.27%1.07%Q3 2018Q3 202321
Bedell Frazier Investment Counselling, LLC 21211.33%3.00%4.24%Q3 2018Q3 202321
SUN LIFE FINANCIAL INC 21210.07%2.52%6.55%Q3 2013Q3 201821
TRUST DEPARTMENT MB FINANCIAL BANK N A 21210.00%0.03%0.24%Q1 2014Q1 201921
Richard Bernstein Advisors LLC 21210.02%2.51%5.16%Q3 2018Q3 202321
HL FINANCIAL SERVICES LLC 910.01%0.05%0.15%Q2 2013Q1 201921
CPWM, LLC 1920.05%0.08%0.10%Q2 2016Q3 202221
Covington Capital Management 21210.00%0.00%0.01%Q3 2017Q3 202221
CLIFFORD SWAN INVESTMENT COUNSEL LLC 21210.02%0.02%0.03%Q4 2017Q4 202221
TRUSTCORE FINANCIAL SERVICES, LLC 21210.01%0.02%0.05%Q4 2017Q4 202221
Fieldpoint Private Securities, LLC 2010.04%0.15%0.41%Q1 2017Q2 202221
WASHINGTON TRUST BANK 1610.01%0.14%0.78%Q1 2014Q4 202121
Providence First Trust Co 1290.95%1.43%1.97%Q2 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.03%0.19%0.52%Q3 2018Q3 202321
Sequoia Financial Advisors, LLC 21210.02%0.04%0.06%Q3 2018Q3 202321
BLACKROCK ADVISORS LLC 15150.00%0.01%0.05%Q2 2013Q4 201621
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1520.38%3.46%8.46%Q2 2017Q3 202321
WEALTHSOURCE PARTNERS, LLC 21210.04%0.17%0.79%Q3 2018Q3 202321
Donald L. Hagan, LLC 2010.48%1.66%4.64%Q4 2015Q3 202321
CAMBRIDGE TRUST CO 1380.01%0.03%0.08%Q4 2016Q3 202321
McGuire Investment Group, LLC 21210.19%0.26%0.34%Q3 2018Q3 202321
LVM CAPITAL MANAGEMENT LTD/MI 1310.09%0.17%0.25%Q2 2013Q3 202321
AVIANCE CAPITAL MANAGEMENT, LLC 1830.00%1.05%4.90%Q2 2013Q1 201921
WealthPLAN Partners, LLC 910.02%0.52%1.51%Q1 2015Q4 202321
Pinnacle Bancorp, Inc. 2010.01%0.02%0.04%Q1 2017Q3 202321
HRT FINANCIAL LP 510.01%0.43%2.57%Q1 2016Q3 202321
Florin Court Capital LLP 930.69%7.55%22.42%Q1 2017Q1 202321
Versant Capital Management, Inc 21210.01%0.02%0.04%Q4 2018Q4 202321
Cerity Partners LLC 910.01%0.02%0.06%Q1 2017Q3 202321
HIGHLAND CAPITAL MANAGEMENT, LLC 1920.00%0.05%0.09%Q2 2015Q3 202321
Alexandria Capital, LLC 1830.02%0.03%0.06%Q2 2013Q3 202121
GREENWOOD CAPITAL ASSOCIATES LLC 710.00%0.40%1.25%Q3 2013Q3 202321
DOCK STREET ASSET MANAGEMENT INC 21210.08%1.46%5.75%Q2 2013Q2 201821
FMA ADVISORY INC 1910.11%0.15%0.21%Q2 2015Q3 202120
Keystone Financial Group 1820.10%0.22%1.17%Q3 2018Q3 202320
Robertson Stephens Wealth Management, LLC 20200.44%2.04%6.64%Q4 2018Q3 202320
Astor Investment Management LLC 1370.55%2.11%2.84%Q4 2016Q2 202320
Laurel Wealth Advisors LLC 20200.02%0.06%0.10%Q4 2018Q3 202320
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1610.12%0.55%2.07%Q4 2014Q3 202220
Sage Capital Advisors,llc 1610.14%0.30%0.46%Q1 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.02%0.12%0.31%Q4 2018Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.19%0.47%0.91%Q4 2018Q3 202320
WealthBridge Capital Management, LLC 20200.52%0.65%0.89%Q4 2018Q3 202320
Leicht Financial Planning & Wealth Management, Inc. 940.40%2.83%7.30%Q4 2016Q3 202320
VAUGHAN DAVID INVESTMENTS LLC/IL 20200.06%0.11%0.14%Q4 2018Q3 202320
Tredje AP-fonden 1370.00%0.35%1.74%Q1 2017Q1 202220
New England Investment & Retirement Group, Inc. 20200.06%0.21%0.37%Q4 2016Q3 202120
Stratos Wealth Advisors, LLC 20200.12%0.30%0.74%Q4 2018Q3 202320
CX Institutional 1550.00%0.70%1.81%Q2 2018Q3 202320
Private Wealth Advisors, LLC 20201.42%3.11%5.30%Q4 2018Q3 202320
Larson Financial Group LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
Graves Light Lenhart Wealth, Inc. 20203.34%3.78%4.13%Q4 2018Q3 202320
Pettinga Financial Advisors LLC 20200.22%0.65%1.14%Q4 2018Q3 202320
NOESIS CAPITAL MANGEMENT CORP 20200.07%0.25%0.50%Q4 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.08%0.21%0.49%Q4 2018Q3 202320
ROMAN BUTLER FULLERTON & CO 20200.38%0.69%0.93%Q4 2018Q3 202320
SEGALL BRYANT & HAMILL, LLC 1460.01%0.01%0.01%Q2 2018Q2 202320
CEDAR HILL ASSOCIATES, LLC 1910.50%2.33%3.34%Q2 2013Q4 201820
Magnus Financial Group LLC 20200.06%0.47%0.97%Q4 2018Q3 202320
Avestar Capital, LLC 1190.01%0.07%0.15%Q4 2017Q3 202320
Frisch Financial Group, Inc. 20202.48%3.28%4.74%Q4 2018Q3 202320
DFPG INVESTMENTS, LLC 20200.12%0.49%1.82%Q4 2018Q3 202320
SpiderRock Advisors, LLC 1610.01%1.94%7.59%Q1 2017Q1 202320
Ancora Advisors LLC 1610.00%0.01%0.04%Q4 2016Q3 202320
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1210.02%0.03%0.05%Q2 2017Q3 202320
American Portfolios Advisors 20200.24%0.38%0.58%Q4 2017Q3 202220
CENTRAL BANK & TRUST CO 20200.00%0.68%1.27%Q4 2018Q3 202320
Advisory Resource Group 20200.10%0.26%0.76%Q4 2018Q3 202320
Northeast Financial Consultants Inc 1910.05%0.17%0.73%Q3 2018Q3 202320
Parkside Financial Bank & Trust 1130.00%0.04%0.13%Q2 2015Q3 202320
ALTFEST L J & CO INC 1280.06%0.33%1.87%Q1 2017Q3 202320
Concorde Asset Management, LLC 1410.13%1.55%8.10%Q4 2014Q4 202220
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.38%0.93%1.88%Q4 2014Q3 201920
Aspire Private Capital, LLC 20200.00%0.54%3.09%Q4 2018Q3 202320
JAG CAPITAL MANAGEMENT, LLC 1820.03%0.12%0.21%Q2 2017Q3 202320
THRIVENT FINANCIAL FOR LUTHERANS 1910.00%0.04%0.12%Q3 2017Q3 202320
Gladstone Institutional Advisory LLC 20200.06%0.27%1.31%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.01%0.05%0.16%Q4 2018Q3 202320
Salomon & Ludwin, LLC 20201.96%2.33%2.76%Q4 2018Q3 202320
Spectrum Management Group, LLC 1020.00%0.69%7.26%Q3 2015Q3 202220
INNEALTA CAPITAL, LLC 20201.36%4.69%8.23%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.24%0.33%0.47%Q4 2018Q3 202320
FLPUTNAM INVESTMENT MANAGEMENT CO 20200.01%0.02%0.03%Q4 2018Q3 202320
Allred Capital Management, LLC 20200.51%1.14%2.02%Q4 2018Q3 202320
Eukles Asset Management 20200.00%0.01%0.01%Q4 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.48%1.52%4.83%Q4 2018Q3 202320
CORRADO ADVISORS, LLC 1910.00%0.84%2.47%Q1 2015Q4 202220
Chicago Partners Investment Group LLC 1710.00%0.04%0.25%Q4 2015Q3 202320
TrinityPoint Wealth, LLC 20200.90%1.22%1.82%Q4 2018Q3 202320
Coyle Financial Counsel LLC 1510.09%0.38%0.68%Q4 2013Q2 202320
Cresset Asset Management, LLC 20200.01%0.04%0.28%Q4 2018Q3 202320
9258 Wealth Management, LLC 20200.36%0.54%1.07%Q4 2018Q3 202320
PointState Capital LP 1010.01%1.17%10.28%Q1 2016Q3 202220
WealthOne, LLC 20200.31%1.58%2.70%Q4 2018Q3 202320
RFG Advisory, LLC 1410.18%0.41%1.06%Q2 2015Q3 202320
Heritage Wealth Advisors 20200.03%0.08%0.35%Q4 2018Q3 202320
Tower View Wealth Management LLC 20200.06%0.08%0.10%Q4 2018Q3 202320
American Financial Advisors, LLC 20200.34%0.84%3.42%Q4 2018Q3 202320
SeaCrest Wealth Management, LLC 1460.02%0.04%0.05%Q4 2017Q3 202320
Meridian Wealth Advisors, LLC 20200.15%0.21%0.35%Q4 2018Q3 202320
HoyleCohen, LLC 1820.05%0.09%0.16%Q4 2017Q3 202320
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1310.07%1.60%4.77%Q2 2015Q3 202220
All Terrain Financial Advisors, LLC 10100.09%0.17%0.31%Q4 2017Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.06%0.13%0.30%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.02%2.11%4.27%Q4 2018Q3 202320
Hillcrest Wealth Advisors - NY, LLC 20200.33%0.89%1.16%Q4 2018Q3 202320
Vigilant Capital Management, LLC 1810.00%0.01%0.02%Q1 2018Q2 202319
PURA VIDA INVESTMENTS, LLC 720.92%3.25%7.92%Q4 2015Q1 202119
KG&L Capital Management,LLC 1540.26%0.35%0.57%Q4 2018Q3 202319
WESTWOOD HOLDINGS GROUP INC 1720.01%0.02%0.02%Q2 2015Q1 202019
M Holdings Securities, Inc. 1210.04%0.13%0.76%Q2 2016Q2 202319
Sepio Capital, LP 19190.52%1.35%1.95%Q1 2019Q3 202319
Joseph P. Lucia & Associates, LLC 19190.04%0.42%0.75%Q1 2019Q3 202319
Shulman DeMeo Asset Management LLC 1180.07%0.16%0.24%Q4 2018Q3 202319
Vivaldi Capital Management LP 1410.00%0.15%1.49%Q2 2017Q3 202319
RMB Capital Management, LLC 1420.01%0.01%0.05%Q2 2018Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.01%0.03%0.03%Q3 2018Q3 202319
Ellis Investment Partners, LLC 19190.08%0.40%0.88%Q1 2019Q3 202319
Parkside Investments, LLC 1540.27%1.09%2.20%Q1 2017Q3 202319
Realta Investment Advisors 19190.10%0.14%0.19%Q1 2019Q3 202319
Archer Investment Corp 19190.00%0.02%0.04%Q1 2019Q3 202319
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 19190.47%1.60%2.97%Q2 2013Q4 201719
Trek Financial, LLC 19190.63%1.23%2.47%Q1 2019Q3 202319
Financial Insights, Inc. 1810.21%0.54%0.78%Q4 2018Q3 202319
Rockefeller Capital Management L.P. 19190.05%0.18%0.33%Q1 2019Q3 202319
AGF Investments LLC 19190.00%6.46%12.72%Q1 2018Q3 202219
Cranbrook Wealth Management, LLC 19190.02%0.16%0.37%Q1 2019Q3 202319
Fulcrum Equity Management 19190.24%0.79%1.60%Q1 2019Q3 202319
MARK SHEPTOFF FINANCIAL PLANNING, LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
BlackRock Investment Management, LLC 860.00%0.00%0.00%Q2 2013Q4 201619
Evolution Wealth Advisors, LLC 1632.21%4.82%7.86%Q4 2018Q3 202319
Brown Advisory Securities, LLC 19190.04%0.14%1.00%Q1 2018Q3 202219
WESPAC Advisors, LLC 1410.20%1.94%5.82%Q4 2014Q3 202319
SIGMA INVESTMENT COUNSELORS INC 1810.02%0.04%0.08%Q4 2018Q3 202319
Quantitative Investment Management, LLC 310.07%1.56%4.96%Q3 2013Q2 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.02%0.04%Q1 2019Q3 202319
McIlrath & Eck, LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
INTEGRAL DERIVATIVES, LLC 810.01%0.03%0.06%Q1 2014Q4 201719
DEARBORN PARTNERS LLC 1090.01%0.01%0.02%Q4 2018Q3 202319
Aveo Capital Partners, LLC 19190.11%0.74%2.46%Q1 2019Q3 202319
Principle Wealth Partners LLC 19190.10%0.24%0.35%Q1 2019Q3 202319
IPG Investment Advisors LLC 1270.07%0.14%0.47%Q3 2017Q3 202319
Western Wealth Management, LLC 1180.38%0.95%2.70%Q4 2018Q3 202319
Pacific Center for Financial Services 1630.01%0.57%4.92%Q4 2018Q3 202319
Stelac Advisory Services LLC 810.03%0.17%0.59%Q1 2017Q3 202319
TSFG, LLC 19190.50%2.32%4.65%Q1 2019Q3 202319
First National Bank of South Miami 19190.11%0.15%0.18%Q4 2018Q2 202319
Balentine LLC 1210.00%0.00%0.01%Q3 2015Q3 202319
Arkos Global Advisors 1450.08%0.16%0.48%Q4 2018Q3 202319
ALPINE WOODS CAPITAL INVESTORS, LLC 1270.04%0.15%0.28%Q4 2018Q3 202319
Clear Perspective Advisors, LLC 1720.10%0.18%0.66%Q4 2016Q4 202119
BURNS J W & CO INC/NY 19190.05%0.06%0.06%Q1 2019Q3 202319
Truvestments Capital LLC 820.00%0.08%0.16%Q2 2018Q3 202319
Gerber Kawasaki Wealth & Investment Management 19191.88%2.89%3.71%Q1 2019Q3 202319
Allen Investment Management, LLC 19190.01%0.01%0.01%Q1 2019Q3 202319
DELTA ASSET MANAGEMENT LLC/TN 1110.00%0.00%0.01%Q3 2013Q3 202318
Dakota Wealth Management 1510.04%0.24%0.54%Q3 2018Q3 202318
Successful Portfolios LLC 1310.16%0.19%0.23%Q3 2018Q3 202318
Wela Strategies, Inc. 18181.50%2.49%3.49%Q3 2019Q4 202318
Bruderman Asset Management, LLC 810.01%0.26%1.23%Q1 2015Q2 202218
FIRST HAWAIIAN BANK 1410.01%0.01%0.01%Q3 2018Q3 202318
HM PAYSON & CO 18180.00%0.00%0.01%Q2 2019Q3 202318
Cable Hill Partners, LLC 18180.01%0.05%0.12%Q4 2014Q1 201918
ROOSEVELT INVESTMENT GROUP LLC 1080.04%0.34%0.99%Q2 2017Q3 202218
SVB WEALTH LLC 18180.01%0.05%0.10%Q2 2019Q3 202318
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.08%0.31%Q3 2016Q3 202318
Commonwealth Equity Services, Inc 18180.08%0.19%0.28%Q2 2013Q3 201718
TOMPKINS FINANCIAL CORP 1020.00%0.01%0.01%Q1 2019Q4 202318
BDO Wealth Advisors, LLC 810.00%0.01%0.05%Q2 2017Q2 202318
FIRST UNITED BANK & TRUST 18180.09%0.17%0.43%Q1 2019Q2 202318
Inscription Capital, LLC 1620.13%0.28%0.68%Q1 2019Q3 202318
Benchmark Capital Advisors 1710.14%0.19%0.25%Q2 2013Q4 201818
ARS Wealth Advisors, LLC 18180.06%0.42%0.76%Q1 2017Q2 202118
ROPES WEALTH ADVISORS LLC 1310.01%0.04%0.17%Q4 2016Q3 202318
BlueCrest Capital Management Ltd 1010.02%0.27%1.16%Q4 2014Q3 201918
Advisory Alpha, LLC 1710.02%1.64%3.36%Q1 2019Q3 202318
Bowling Portfolio Management LLC 1210.06%0.19%0.33%Q4 2013Q4 202018
Select Asset Management & Trust 1260.14%0.72%3.18%Q4 2013Q3 202318
UBS AG 660.00%0.09%0.32%Q2 2013Q3 201418
USA FINANCIAL FORMULAS 910.05%0.13%0.22%Q1 2015Q3 202318
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1210.09%0.17%0.27%Q2 2018Q3 202318
NATIONAL PLANNING CORP 18180.10%0.36%0.90%Q2 2013Q3 201718
MACKENZIE FINANCIAL CORP 1220.00%0.03%0.19%Q3 2018Q3 202318
DAVIDSON & GARRARD INC 18180.10%0.21%0.31%Q2 2013Q3 201718
Strategic Advisors LLC 1530.08%0.29%0.46%Q1 2019Q3 202318
DENVER INVESTMENT ADVISORS LLC 18180.01%0.02%0.02%Q4 2013Q1 201818
Valmark Advisers, Inc. 1310.00%0.04%0.15%Q4 2017Q3 202318
Foundations Investment Advisors, LLC 18180.09%1.27%9.09%Q2 2019Q3 202318
Wealthspire Advisors, L.P. 1530.02%0.03%0.03%Q4 2015Q2 202018
Verity Asset Management, Inc. 1210.21%2.17%4.52%Q4 2013Q4 202218
THOMPSON DAVIS & CO., INC. 610.01%0.16%0.55%Q1 2015Q2 202318
STATE OF MICHIGAN RETIREMENT SYSTEM 1610.02%0.12%0.19%Q2 2013Q3 202318
Private Capital Group, LLC 18180.01%0.02%0.04%Q4 2017Q1 202218
SCHMIDT P J INVESTMENT MANAGEMENT INC 1410.06%0.15%0.32%Q3 2018Q3 202318
Vestmark Advisory Solutions, Inc. 18180.40%1.29%1.76%Q1 2019Q2 202318
INVESTMENT CENTERS OF AMERICA INC 18180.13%0.30%0.75%Q2 2013Q3 201718
NIPPON LIFE INSURANCE CO 18180.97%3.66%12.17%Q3 2016Q4 202018
Crescent Grove Advisors, LLC 1210.02%0.12%1.39%Q4 2018Q3 202318
Princeton Global Asset Management LLC 18180.02%0.06%0.12%Q2 2019Q3 202318
Hillswick Asset Management, LLC 181817.66%19.43%21.78%Q4 2014Q1 201918
GAMCO INVESTORS, INC. ET AL 18180.01%0.01%0.01%Q2 2019Q3 202318
Sound View Wealth Advisors Group, LLC 18180.07%0.22%0.53%Q2 2019Q3 202318
SII INVESTMENTS INC/WI 1710.03%0.11%0.40%Q2 2013Q4 201718
Tradewinds Capital Management, LLC 710.00%1.39%10.72%Q3 2015Q3 202318
SNS Financial Group, LLC 410.03%0.30%1.14%Q1 2013Q3 202317
DAGCO, INC. 17170.15%0.24%0.39%Q4 2018Q4 202217
Global Wealth Management Investment Advisory, Inc. 1520.01%0.01%0.02%Q4 2018Q3 202317
Lehman & Derafelo Financial Resources LLC 17170.01%0.05%0.08%Q4 2018Q4 202217
Capital Advisory Group Advisory Services, LLC 1520.03%0.19%1.82%Q1 2018Q2 202217
Ferris Capital, LLC 1430.18%0.22%0.25%Q4 2017Q1 202217
PEAK6 Group LLC 410.00%0.01%0.02%Q2 2013Q4 201617
First Light Asset Management, LLC 17170.15%0.31%0.55%Q4 2016Q4 202017
Miller Investment Management, LP 982.31%5.28%9.88%Q4 2018Q3 202317
Carmichael Hill & Associates, Inc. 16160.02%0.09%0.14%Q4 2019Q3 202317
MACQUARIE GROUP LTD 1410.00%0.00%0.01%Q3 2014Q3 202317
Rice Partnership, LLC 1610.01%0.02%0.03%Q2 2019Q3 202317
6 Meridian 17170.10%0.22%0.32%Q4 2017Q4 202117
Apriem Advisors 1610.01%0.02%0.04%Q2 2013Q2 201817
FormulaFolio Investments, LLC 1030.00%0.56%4.90%Q3 2015Q2 202117
Seelaus Asset Management LLC 1250.17%0.23%0.33%Q4 2017Q3 202317
Global Trust Asset Management, LLC 17170.01%0.24%0.54%Q3 2019Q3 202317
LAZARD ASSET MANAGEMENT LLC 1410.01%0.01%0.01%Q4 2013Q3 202317
Beacon Pointe Advisors, LLC 1610.03%0.06%0.12%Q2 2019Q3 202317
Concert Wealth Management Inc. 17170.09%0.22%0.42%Q2 2013Q2 201717
GIRARD PARTNERS LTD. 1610.02%0.10%0.29%Q3 2018Q3 202317
Banco Santander, S.A. 1510.01%0.07%0.14%Q1 2018Q3 202317
United Bank 1340.11%0.68%1.55%Q2 2017Q1 202217
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 1010.01%0.59%2.07%Q1 2016Q3 202317
WealthShield Partners, LLC 1210.01%0.32%2.28%Q4 2017Q3 202317
Williams Jones Wealth Management, LLC. 17170.01%0.01%0.02%Q3 2019Q3 202317
HBW ADVISORY SERVICES LLC 17170.22%0.73%1.58%Q3 2019Q3 202317
ArchPoint Investors 1430.00%0.07%0.61%Q4 2015Q1 202017
Pacifica Partners Inc. 17170.11%0.27%0.56%Q4 2019Q4 202317
Homrich & Berg 1610.02%0.02%0.02%Q2 2017Q3 202117
Bison Wealth, LLC 1520.05%0.12%0.40%Q4 2018Q3 202317
Bedel Financial Consulting, Inc. 17170.04%0.05%0.06%Q1 2018Q1 202217
Biltmore Family Office, LLC 1610.01%0.17%0.32%Q2 2019Q3 202317
BOURGEON CAPITAL MANAGEMENT LLC 17170.01%0.01%0.01%Q3 2019Q3 202317
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 1410.04%0.49%1.18%Q3 2015Q3 202317
MATHER GROUP, LLC. 1340.01%0.72%3.30%Q2 2013Q3 202317
UBS ASSET MANAGEMENT AMERICAS INC 1220.00%0.02%0.04%Q4 2016Q4 202217
WFG Advisors, LP 17170.11%0.23%0.68%Q2 2013Q2 201717
J.Safra Asset Management Corp 1320.12%3.64%11.69%Q4 2015Q3 202317
MAI Capital Management 1410.01%0.18%0.37%Q2 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.01%0.10%0.26%Q4 2019Q3 202316
ALERUS FINANCIAL NA 16160.06%0.60%1.64%Q1 2019Q4 202216
Legacy Bridge, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.02%0.03%0.03%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.12%0.27%0.41%Q4 2019Q3 202316
Laidlaw Wealth Management LLC 16160.28%0.63%1.16%Q4 2019Q3 202316
Heartwood Wealth Advisors LLC 16160.12%0.42%1.08%Q4 2019Q3 202316
Perennial Investment Advisors, LLC 16160.32%0.58%0.86%Q4 2019Q3 202316
Kore Private Wealth LLC 16160.41%0.55%0.84%Q4 2018Q3 202216
BALLAST ADVISORS LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16160.02%0.03%0.06%Q4 2019Q3 202316
Visionary Asset Management, Inc. 710.00%0.27%0.46%Q2 2013Q4 201816
CAROLINAS WEALTH CONSULTING LLC 16160.01%0.14%0.22%Q4 2019Q3 202316
WT Wealth Management 1510.10%1.03%1.76%Q3 2019Q3 202316
Faithward Advisors, LLC 16160.00%0.01%0.03%Q4 2019Q3 202316
McAdam, LLC 1330.01%0.06%0.15%Q1 2018Q3 202316
Antonetti Capital Management LLC 911.30%2.36%4.78%Q2 2010Q3 202316
ADAMS DIVERSIFIED EQUITY FUND, INC. 720.12%0.70%1.66%Q4 2016Q3 202316
CLEAR STREET MARKETS LLC 1010.00%0.08%0.20%Q3 2014Q3 202316
Gleason Group, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
Keebeck Wealth Management, LLC 16161.42%1.95%2.98%Q4 2019Q3 202316
Asset Advisors Investment Management, LLC 16160.13%0.54%0.78%Q4 2019Q3 202316
Worth Venture Partners, LLC 16160.33%0.70%1.29%Q1 2017Q4 202016
Aspen Investment Management Inc 1410.14%0.40%0.91%Q3 2018Q3 202316
Bank of Marin 16161.65%2.11%2.82%Q4 2019Q3 202316
Meridian Wealth Management, LLC 1510.01%0.35%0.54%Q2 2019Q3 202316
Greenline Partners, LLC 910.00%0.04%0.18%Q2 2018Q3 202316
Aptus Capital Advisors, LLC 15150.00%0.21%2.94%Q1 2020Q3 202316
Waverly Advisors, LLC 1210.01%0.02%0.03%Q3 2013Q3 202316
Farmers & Merchants Trust Co of Chambersburg PA 1150.06%0.74%1.15%Q3 2018Q3 202316
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1060.03%0.39%0.97%Q2 2013Q3 202316
HYMAN CHARLES D 16160.02%0.03%0.04%Q4 2019Q3 202316
Next Capital Management LLC 1240.00%2.32%3.90%Q4 2018Q3 202316
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 16160.31%0.46%0.95%Q4 2019Q3 202316
SECURITY NATIONAL TRUST CO 970.00%0.01%0.03%Q2 2013Q2 202116
Chicago Wealth Management, Inc. 16160.45%6.62%11.18%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.10%0.12%0.19%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.05%0.18%0.55%Q4 2019Q3 202316
VisionPoint Advisory Group, LLC 1020.00%0.25%0.44%Q4 2018Q3 202316
STRATEGY ASSET MANAGERS LLC 16160.05%0.32%0.71%Q4 2019Q3 202316
Vantage Investment Advisors, LLC 16160.01%0.01%0.02%Q4 2014Q3 201816
BENJAMIN EDWARDS INC 1110.01%0.13%0.53%Q1 2019Q3 202316
Aurora Private Wealth, Inc. 16160.09%0.28%0.70%Q4 2019Q3 202316
Jackson Hole Capital Partners, LLC 1330.01%0.26%0.49%Q2 2019Q3 202316
Circle Wealth Management, LLC 1510.05%0.06%0.08%Q3 2019Q3 202316
SteelPeak Wealth, LLC 16160.08%0.17%0.36%Q4 2019Q3 202316
Anfield Capital Management, LLC 16162.06%5.53%10.93%Q4 2019Q3 202316
BTR CAPITAL MANAGEMENT INC 16160.07%0.12%0.38%Q4 2018Q3 202216
GFS Advisors, LLC 1010.01%0.06%0.08%Q1 2016Q1 202216
Cedar Mountain Advisors, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
Bay Rivers Group 16161.96%2.44%3.22%Q4 2019Q3 202316
WealthTrust Axiom LLC 1110.07%0.08%0.08%Q1 2014Q3 202316
PICTET BANK & TRUST Ltd 16160.09%0.30%0.46%Q1 2015Q4 201816
Waldron Private Wealth LLC 1510.12%0.25%0.31%Q4 2015Q3 202316
F3Logic, LLC 16160.05%0.33%0.57%Q1 2019Q4 202216
LUCAS CAPITAL MANAGEMENT 16160.20%1.60%3.63%Q1 2017Q4 202016
Baldwin Investment Management, LLC 16160.10%0.12%0.14%Q2 2013Q1 201716
EATON VANCE MANAGEMENT 810.00%0.00%0.01%Q1 2017Q2 202216
AlphaCore Capital LLC 16160.03%0.19%0.99%Q4 2019Q3 202316
Timber Hill LLC 410.00%0.34%2.14%Q4 2013Q1 202016
CERTUITY, LLC 16160.32%0.62%1.00%Q4 2019Q3 202316
CenterStar Asset Management, LLC 310.00%0.07%0.58%Q1 2018Q2 202316
Equitable Holdings, Inc. 16160.08%0.14%0.24%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
MAGNOLIA CAPITAL MANAGEMENT LTD 16162.20%2.85%3.72%Q4 2019Q3 202316
NOMURA ASSET MANAGEMENT CO LTD 710.00%0.01%0.03%Q4 2015Q3 202316
JACKSON SQUARE CAPITAL, LLC 16160.11%0.15%0.20%Q4 2019Q3 202316
Knuff & Co LLC 16160.02%0.03%0.04%Q4 2019Q3 202316
Private Wealth Strategies, L.L.C. 16160.17%0.25%0.41%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.08%0.36%0.99%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1510.02%0.06%0.18%Q3 2019Q3 202316
BOOTHBAY FUND MANAGEMENT, LLC 410.02%0.14%0.48%Q1 2016Q3 202316
Aberdeen Wealth Management LLC 16160.56%0.74%0.92%Q4 2019Q3 202316
Capital Wealth Planning, LLC 610.03%0.07%0.28%Q2 2017Q3 202316
Claraphi Advisory Network, LLC 1030.08%0.13%0.22%Q4 2017Q2 202216
Blue Zone Wealth Advisors, LLC 16160.30%1.72%3.25%Q4 2019Q3 202316
TL Private Wealth 16160.15%0.18%0.22%Q4 2019Q3 202316
Dorsey Wright & Associates 1010.55%4.28%9.76%Q2 2013Q4 202216
EPG Wealth Management LLC 16160.94%1.73%3.36%Q4 2019Q3 202316
HARRELL INVESTMENT PARTNERS, LLC 16162.60%3.65%5.14%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.07%0.08%0.10%Q4 2019Q3 202316
ENTERPRISE FINANCIAL SERVICES CORP 1420.00%0.52%1.04%Q1 2017Q2 202216
Arrow Investment Advisors, LLC 1013.48%5.76%8.00%Q2 2013Q4 202216
Wagner Wealth Management, LLC 1240.01%0.04%0.12%Q4 2017Q3 202316
Royal Fund Management, LLC 1420.00%0.15%1.36%Q4 2016Q1 202316
TIAA CREF TRUST CO FSB/MO 16160.01%0.22%0.40%Q2 2013Q1 201716
Powell Investment Advisors, LLC 16160.02%0.16%0.33%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
American Institute for Advanced Investment Management, LLP 16160.95%1.51%2.12%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.03%0.04%0.05%Q4 2019Q3 202316
Disciplined Investments, LLC 15150.02%0.04%0.05%Q4 2019Q2 202315
CAPSTONE ASSET MANAGEMENT CO 1210.02%0.11%0.41%Q2 2013Q2 201715
180 WEALTH ADVISORS, LLC 1410.05%0.12%0.19%Q4 2017Q2 202215
Maryland Capital Management 1410.02%0.03%0.04%Q4 2016Q3 202215
HEADINVEST, LLC 1410.04%0.06%0.07%Q4 2019Q3 202315
BALASA DINVERNO & FOLTZ LLC 15150.03%0.04%0.04%Q3 2016Q1 202015
HBK Sorce Advisory LLC 15150.02%0.03%0.04%Q1 2020Q3 202315
Prime Capital Investment Advisors, LLC 1410.05%0.80%1.50%Q4 2018Q3 202315
Steinberg Global Asset Management 15150.98%1.27%1.65%Q3 2015Q1 201915
PUBLIC SECTOR PENSION INVESTMENT BOARD 1110.00%0.17%1.30%Q2 2016Q4 202215
Jaffetilchin Investment Partners, LLC 1320.05%0.12%0.39%Q2 2018Q3 202315
J.W. COLE ADVISORS, INC. 870.22%0.70%0.93%Q4 2019Q3 202315
ExodusPoint Capital Management, LP 1210.00%0.12%0.54%Q4 2018Q1 202315
MSI Financial Services Inc 15150.29%0.42%0.63%Q2 2013Q4 201615
Atom Investors LP 1220.08%3.82%9.27%Q3 2019Q1 202315
SILVERCREST ASSET MANAGEMENT GROUP LLC 1410.00%0.01%0.01%Q4 2013Q4 201815
Altavista Wealth Management, Inc. 15150.08%0.10%0.12%Q2 2018Q4 202115
Financial Gravity Asset Management, Inc. 420.00%0.13%0.75%Q1 2018Q3 202315
Modus Advisors, LLC 15151.46%2.18%2.64%Q2 2020Q4 202315
MOORE CAPITAL MANAGEMENT, LP 1110.02%0.34%0.95%Q4 2013Q4 202215
NORTHSTAR WEALTH PARTNERS LLC 15150.62%0.78%0.86%Q1 2017Q3 202015
EVERETT HARRIS & CO /CA/ 15150.01%0.01%0.02%Q1 2020Q3 202315
Avantax Planning Partners, Inc. 730.01%0.01%0.02%Q1 2017Q2 202315
BRR OpCo, LLC 15150.10%0.27%0.51%Q1 2019Q3 202215
HIGH POINT BANK & TRUST CO 15150.03%0.05%0.08%Q2 2013Q4 201615
MONTAG & CALDWELL, LLC 620.00%0.03%0.09%Q1 2014Q3 202315
Capital Advisors, Ltd. LLC 15150.00%0.05%0.07%Q1 2020Q3 202315
BARINGS LLC 1230.02%0.04%0.11%Q2 2013Q4 202215
Total Clarity Wealth Management, Inc. 960.04%0.28%0.67%Q4 2019Q3 202315
UBS OCONNOR LLC 410.00%0.21%0.74%Q2 2013Q3 202315
Itau Unibanco Holding S.A. 520.00%0.19%0.81%Q3 2016Q4 202215
SIMPLEX TRADING, LLC 610.00%0.03%0.19%Q1 2015Q2 202315
IFC Holdings Incorporated/FL 640.02%0.14%0.57%Q2 2013Q4 201715
Full Sail Capital, LLC 15150.30%0.48%0.73%Q1 2020Q3 202315
ATTICUS WEALTH MANAGEMENT, LLC 1140.90%2.41%3.85%Q4 2019Q3 202315
CHATHAM CAPITAL GROUP, INC. 15150.06%0.18%0.28%Q1 2020Q3 202315
West Coast Financial LLC 1010.05%0.06%0.10%Q2 2016Q3 202315
Graypoint LLC 15151.45%2.53%4.19%Q1 2020Q3 202315
Delphi Private Advisors LLC 15150.03%0.11%0.48%Q4 2015Q2 201915
Advisor Group, Inc. 15150.12%0.17%0.28%Q2 2016Q4 201915
Financial Advantage, Inc. 1320.02%0.04%0.08%Q4 2018Q3 202215
BRADLEY FOSTER & SARGENT INC/CT 910.01%0.01%0.01%Q3 2014Q3 202315
Phoenix Holdings Ltd. 15150.02%3.53%8.31%Q1 2020Q3 202315
CHOREO, LLC 960.01%0.22%0.82%Q1 2016Q3 202315
OSAIC HOLDINGS, INC. 15150.17%0.21%0.32%Q1 2020Q3 202315
PRUDENT INVESTORS NETWORK, INC. 15152.84%3.24%3.93%Q1 2020Q3 202315
MAGNOLIA CAPITAL ADVISORS LLC 15150.11%0.28%0.65%Q1 2020Q3 202315
Bluefin Trading, LLC 310.00%0.13%1.09%Q2 2014Q4 201715
RETIREMENT CAPITAL STRATEGIES 15150.16%0.50%3.30%Q1 2020Q3 202315
WESCAP Management Group, Inc. 15150.09%0.16%0.24%Q1 2020Q3 202315
WILLIAM HARRIS INVESTORS INC 15150.12%0.19%0.27%Q2 2013Q4 201615
Cedar Wealth Management, LLC 15150.01%0.20%0.77%Q1 2020Q3 202315
Asset Management One Co., Ltd. 710.01%0.02%0.05%Q1 2017Q1 202315
LBMC INVESTMENT ADVISORS, LLC 1410.03%0.14%0.20%Q4 2019Q3 202315
Grassi Investment Management 1410.24%0.29%0.37%Q1 2019Q3 202315
Integrated Advisors Network LLC 1410.03%0.31%0.71%Q4 2019Q3 202315
IBERIABANK CORP 15150.13%0.25%0.37%Q4 2016Q2 202015
Strategic Blueprint, LLC 1410.05%0.09%0.35%Q3 2019Q3 202315
Cavalier Investments, LLC 810.08%3.92%6.87%Q2 2016Q2 202115
First PREMIER Bank 15150.00%0.04%0.12%Q1 2020Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.01%0.02%Q1 2020Q3 202315
Westbourne Investment Advisors, Inc. 1210.10%0.20%0.34%Q2 2016Q3 202315
Capula Management Ltd 510.01%0.29%0.96%Q2 2020Q3 202215
GeoWealth Management, LLC 15150.27%1.20%1.71%Q1 2020Q3 202315
Braver Wealth Management, LLC 15150.13%1.29%3.12%Q2 2013Q4 201615
CVA Family Office, LLC 15150.08%0.13%0.24%Q1 2020Q3 202315
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1110.02%0.02%0.03%Q2 2019Q3 202315
JFS WEALTH ADVISORS, LLC 910.00%0.15%0.29%Q4 2015Q3 202315
TRANSCEND CAPITAL ADVISORS, LLC 960.64%0.88%1.17%Q4 2019Q3 202315
IEQ CAPITAL, LLC 1140.02%0.03%0.08%Q4 2019Q3 202315
Secure Asset Management, LLC 1410.09%0.27%0.99%Q4 2019Q3 202315
BlackRock Group LTD 15150.00%0.00%0.01%Q2 2013Q4 201615
Alpha Cubed Investments, LLC 870.01%0.04%0.07%Q1 2019Q3 202315
Bouchey Financial Group Ltd 640.08%2.52%4.95%Q4 2015Q3 202315
LifePlan Financial Group, Inc 1140.00%0.74%10.91%Q2 2013Q3 202015
Advisors Preferred, LLC 310.00%4.45%30.06%Q4 2013Q4 202215
Bramshill Investments, LLC 1120.01%0.11%0.21%Q4 2017Q3 202315
Friedenthal Financial 1010.36%3.56%7.01%Q4 2013Q3 202315
Focused Wealth Management, Inc 1410.00%1.29%1.83%Q3 2015Q3 202315
Seven Springs Wealth Group, LLC 15150.19%0.21%0.23%Q1 2020Q3 202315
Clearstead Advisors, LLC 15150.01%0.05%0.07%Q1 2020Q3 202315
PETERSON WEALTH MANAGEMENT 15150.90%1.85%3.20%Q1 2020Q3 202315
55I, LLC 15150.32%0.53%1.09%Q1 2019Q3 202215
LEUTHOLD GROUP, LLC 730.03%0.21%0.54%Q3 2018Q3 202314
RMR Wealth Builders 14140.27%0.65%0.93%Q2 2020Q3 202314
J Arnold Wealth Management Co 14140.01%0.62%6.11%Q4 2019Q1 202314
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 14140.03%0.04%0.09%Q2 2020Q3 202314
WINTON GROUP Ltd 770.02%1.45%5.07%Q1 2020Q3 202314
Global Financial Private Capital, Inc 14140.00%0.46%1.15%Q1 2017Q2 202014
Weatherstone Capital Management 610.22%0.61%1.31%Q2 2013Q1 201914
Newfound Research LLC 410.18%2.33%6.00%Q3 2016Q2 202214
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.01%0.03%0.07%Q2 2013Q3 201614
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 910.00%0.50%1.10%Q4 2019Q3 202314
GREAT LAKES ADVISORS, LLC 14140.01%0.01%0.01%Q3 2014Q4 201714
ACIMA PRIVATE WEALTH, LLC 14140.60%1.52%2.90%Q4 2018Q1 202214
WASHINGTON TRUST Co 14140.00%0.03%0.14%Q2 2020Q3 202314
WRAPMANAGER INC 710.09%1.45%4.56%Q3 2012Q4 201814
PRW Wealth Management LLC 1010.12%0.17%0.24%Q4 2018Q3 202314
Costello Asset Management, INC 14140.07%0.08%0.10%Q2 2020Q3 202314
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
Cornerstone Advisory, LLC 1310.01%0.36%0.57%Q1 2017Q4 202114
FIRST MIDWEST BANK TRUST DIVISION 14140.02%0.23%0.35%Q1 2014Q2 201714
DIVIDEND ASSETS CAPITAL, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
CANADA PENSION PLAN INVESTMENT BOARD 610.00%0.06%0.16%Q2 2013Q3 202314
Charles Schwab Trust Co 14140.04%0.06%0.10%Q3 2019Q4 202214
FLC Capital Advisors 14140.11%0.16%0.18%Q1 2020Q2 202314
Moneda S.A. Administradora General de Fondos 14140.87%1.60%3.80%Q4 2019Q1 202314
ClearBridge Investments 710.00%0.00%0.00%Q3 2016Q2 202014
MONETA GROUP INVESTMENT ADVISORS LLC 1120.01%0.03%0.04%Q2 2018Q3 202314
BBR PARTNERS, LLC 1310.06%0.44%0.91%Q1 2016Q3 202314
Janney Capital Management LLC 14140.02%0.95%2.19%Q2 2020Q3 202314
TRUST CO OF OKLAHOMA 1310.08%0.15%0.27%Q1 2020Q3 202314
Risk Paradigm Group, LLC 820.02%0.56%1.30%Q1 2015Q4 201814
Canton Hathaway, LLC 1220.01%0.70%0.96%Q1 2019Q3 202314
E&G Advisors, LP 14140.09%0.24%0.40%Q2 2020Q3 202314
TD Capital Management LLC 810.00%0.01%0.02%Q3 2017Q3 202314
FORTEM FINANCIAL GROUP, LLC 14140.19%1.46%3.07%Q2 2020Q3 202314
AMG National Trust Bank 14140.08%0.10%0.13%Q2 2020Q3 202314
Cypress Wealth Services, LLC 14140.05%0.09%0.13%Q4 2017Q1 202114
LBA Wealth Management, LLC 14140.03%0.04%0.10%Q4 2013Q1 201714
SHINE INVESTMENT ADVISORY SERVICES INC 14140.01%0.01%0.02%Q2 2017Q3 202014
SevenBridge Financial Group, LLC 1310.01%0.12%1.46%Q2 2016Q4 202114
Personal Capital Advisors Corp 1310.00%0.01%0.04%Q2 2019Q4 202214
Regent Peak Wealth Advisors LLC 1310.11%0.19%0.24%Q4 2019Q3 202314
Keel Point, LLC 770.02%0.07%0.14%Q3 2018Q3 202314
Eudaimonia Partners, LLC 770.05%0.07%0.11%Q1 2020Q3 202314
Mosaic Family Wealth, LLC 14140.00%0.06%0.22%Q4 2015Q1 201914
Fiduciary Group LLC 14140.04%0.06%0.07%Q2 2020Q3 202314
ZEKE CAPITAL ADVISORS, LLC 1310.02%0.03%0.07%Q2 2019Q4 202214
Numeric Investors LLC 820.01%0.05%0.18%Q2 2013Q3 201714
CRA Financial Services, LLC 14140.10%0.13%0.15%Q2 2020Q3 202314
Horizon Investments, LLC 1020.02%0.54%3.27%Q3 2014Q3 202314
CAPITAL MANAGEMENT ASSOCIATES /NY/ 14140.87%1.46%2.05%Q2 2020Q3 202314
Castle Rock Wealth Management, LLC 1220.08%0.25%1.09%Q1 2020Q3 202314
WP Advisors, LLC 1110.07%0.56%0.92%Q2 2018Q3 202314
Lenox Wealth Management, Inc. 860.00%0.01%0.03%Q4 2015Q2 202014
Tarbox Family Office, Inc. 1210.00%0.05%0.06%Q3 2015Q4 202114
Pekin Hardy Strauss, Inc. 1310.04%0.04%0.06%Q4 2014Q3 202314
Apexium Financial, LP 14140.22%0.36%0.46%Q2 2020Q3 202314
Private Wealth Group, LLC 14140.18%0.57%1.15%Q2 2020Q3 202314
CAPITAL INSIGHT PARTNERS, LLC 14140.52%0.73%0.92%Q2 2020Q3 202314
FORVIS Wealth Advisors, LLC 710.01%0.02%0.03%Q2 2015Q3 202314
Independent Order of Foresters 14141.42%1.55%1.78%Q2 2020Q3 202314
BerganKDV Wealth Management, LLC 710.00%0.00%0.01%Q4 2018Q2 202313
V Wealth Advisors LLC 1010.01%0.17%0.29%Q1 2016Q3 202313
Grove Bank & Trust 940.02%0.35%0.91%Q4 2015Q3 202313
TIEDEMANN TRUST CO 13130.05%0.07%0.12%Q2 2013Q2 201613
Clear Creek Financial Management, LLC 1010.22%0.45%0.73%Q1 2020Q3 202313
Rokos Capital Management LLP 770.95%2.33%3.67%Q1 2020Q3 202113
Canal Capital Management, LLC 1030.37%1.67%2.57%Q2 2015Q2 201913
RDA Financial Network 13130.13%0.16%0.22%Q3 2020Q3 202313
Independence Bank of Kentucky 1210.00%0.02%0.04%Q4 2017Q2 202213
FIRSTMERIT BANK N A TRUSTEE 13130.08%0.11%0.13%Q2 2013Q2 201613
VICTORY CAPITAL MANAGEMENT INC 760.00%0.05%0.13%Q4 2014Q3 202313
Key FInancial Inc 1210.08%0.09%0.12%Q1 2020Q3 202313
Lindbrook Capital, LLC 850.00%0.08%0.24%Q2 2020Q3 202313
Sage Advisory Services, Ltd.Co. 410.07%1.93%3.27%Q4 2017Q3 202313
KANALY TRUST CO 13130.01%0.02%0.02%Q4 2013Q4 201613
ROCKY MOUNTAIN ADVISERS, LLC 13130.04%0.09%0.13%Q3 2020Q3 202313
Apollon Wealth Management, LLC 1210.04%0.10%0.16%Q2 2020Q3 202313
Parsec Financial Management, Inc. 810.01%0.01%0.02%Q3 2018Q1 202313
Virtu KCG Holdings LLC 420.00%0.02%0.07%Q3 2013Q2 201713
ASSET MANAGEMENT CORP /IL/ /ADV 13130.12%0.22%0.44%Q1 2020Q1 202313
SIMON QUICK ADVISORS, LLC 1010.00%0.01%0.01%Q4 2017Q1 202213
Summit Place Financial Advisors, LLC 13130.20%0.40%1.04%Q3 2020Q3 202313
VIRIDIAN RIA, LLC 1120.09%2.17%4.34%Q4 2018Q1 202213
Kestra Advisory Services, LLC 13130.11%0.22%0.38%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.07%0.08%0.09%Q3 2020Q3 202313
COWEN AND COMPANY, LLC 410.00%0.86%3.45%Q3 2019Q2 202213
Founders Financial Alliance, LLC 13130.07%0.10%0.20%Q3 2020Q3 202313
Wealth Advisory Solutions, LLC 850.00%0.42%0.60%Q4 2019Q1 202313
FLOW TRADERS U.S. LLC 910.02%0.23%0.52%Q1 2017Q3 202313
One Charles Private Wealth Services, LLC 1210.10%2.11%2.90%Q2 2020Q3 202313
Vectors Research Management, LLC 1110.01%0.09%1.00%Q3 2018Q3 202313
Narwhal Capital Management 630.06%0.11%0.29%Q3 2017Q3 202313
Oxler Private Wealth LLC 12120.03%0.30%0.41%Q4 2020Q3 202313
OLD MISSION CAPITAL LLC 210.00%0.13%0.35%Q2 2017Q3 202313
Rikoon Group, LLC 13130.11%0.29%0.38%Q1 2018Q1 202113
Chanos & Co LP 1110.05%1.47%6.23%Q3 2016Q3 202013
OXFORD FINANCIAL GROUP, LTD. LLC 13130.00%0.02%0.07%Q1 2020Q1 202313
Karp Capital Management Corp 1120.01%0.51%1.50%Q4 2014Q3 202213
CreativeOne Wealth, LLC 13130.04%0.12%0.30%Q3 2020Q3 202313
Investors Capital Advisory Services 13130.22%0.50%1.02%Q2 2013Q2 201613
Bangor Savings Bank 620.01%0.12%0.37%Q1 2015Q3 202313
Newbridge Financial Services Group, Inc. 13130.27%0.40%0.66%Q3 2020Q3 202313
Alpine Global Management, LLC 310.07%1.07%2.67%Q2 2014Q2 202313
Overbrook Management Corp 940.04%0.10%0.17%Q2 2015Q4 201913
Qube Research & Technologies Ltd 820.00%0.19%0.48%Q4 2019Q3 202313
PRIVATE TRUST CO NA 760.10%0.15%0.24%Q1 2013Q3 202313
Midwest Professional Planners, LTD. 410.00%1.38%2.37%Q1 2018Q3 202313
Virtus Fund Advisers, LLC 13130.01%0.01%0.01%Q2 2014Q2 201713
Lee Financial Co 710.00%0.00%0.01%Q1 2019Q3 202313
Stonebridge Capital Advisors LLC 1120.00%0.00%0.01%Q1 2020Q3 202313
Clark Capital Management Group, Inc. 710.00%0.46%1.59%Q1 2014Q2 202213
PICTET ASSET MANAGEMENT LTD 13130.00%0.00%0.02%Q3 2017Q3 202013
PhaseCapital LP 1210.20%5.37%14.51%Q2 2015Q3 201813
Millburn Ridgefield Corp 13130.00%0.01%0.02%Q2 2020Q2 202313
QVR LLC 610.00%0.72%3.10%Q1 2018Q4 201913
Arete Wealth Advisors, LLC 810.05%0.07%0.16%Q4 2019Q2 202313
Tekla Capital Management LLC 1210.04%0.30%0.77%Q1 2017Q3 202213
Elevated Capital Advisors, LLC 510.52%0.95%1.66%Q1 2019Q3 202313
HOWARD FINANCIAL SERVICES, LTD. 13130.07%0.24%0.44%Q4 2018Q4 202113
StrongBox Wealth, LLC 850.13%0.16%0.24%Q1 2020Q4 202313
BALDWIN BROTHERS LLC/MA 1210.00%0.00%0.01%Q3 2018Q4 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.06%0.10%0.17%Q3 2020Q3 202313
QUADRANT CAPITAL GROUP LLC 1120.00%0.01%0.02%Q2 2015Q3 202313
US FINANCIAL ADVISORS, LLC 610.10%1.40%5.96%Q4 2014Q3 202313
PEOPLES FINANCIAL SERVICES CORP. 13130.00%0.14%0.21%Q3 2020Q3 202313
Avion Wealth 12120.03%0.03%0.03%Q4 2020Q3 202312
Banque Cantonale Vaudoise 840.00%0.02%0.04%Q3 2020Q3 202312
SkyOak Wealth, LLC 930.15%0.82%2.88%Q4 2019Q3 202312
KFA Private Wealth Group, LLC 12120.15%0.30%0.62%Q4 2020Q3 202312
Center for Financial Planning, Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
LPWM LLC 12120.15%0.19%0.21%Q4 2020Q3 202312
ALBION FINANCIAL GROUP /UT 1010.01%0.02%0.06%Q3 2016Q3 202312
MOODY NATIONAL BANK TRUST DIVISION 12120.02%0.08%0.25%Q4 2019Q3 202212
NOTTINGHAM ADVISORS, INC. 12121.16%1.51%2.26%Q2 2014Q1 201712
NWI MANAGEMENT LP 810.16%8.36%20.17%Q2 2016Q3 202312
VESTOR CAPITAL, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
MORGAN JESS S & CO INC 12120.78%0.95%1.42%Q4 2019Q3 202212
Geneva Advisors, LLC 12120.01%0.04%0.09%Q3 2014Q2 201712
Altshuler Shaham Ltd 12120.02%0.12%0.35%Q4 2018Q3 202112
Stellar Capital Management, LLC 12120.15%0.20%0.25%Q3 2017Q2 202012
FOUNDERS FINANCIAL SECURITIES LLC 1020.49%0.88%2.16%Q3 2014Q3 202312
WBI INVESTMENTS, LLC 1010.05%0.22%0.37%Q4 2017Q3 202312
Wallington Asset Management, LLC 1110.00%0.06%0.08%Q1 2014Q3 202312
Crestwood Advisors Group, LLC 410.01%0.02%0.05%Q1 2017Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.06%0.09%0.12%Q4 2018Q3 202112
CITY HOLDING CO 12120.02%0.04%0.06%Q4 2020Q3 202312
D. E. Shaw & Co., Inc. 310.00%0.03%0.12%Q4 2015Q2 202312
Alberta Investment Management Corp 12120.03%0.07%0.08%Q4 2016Q3 201912
Sumitomo Mitsui Trust Holdings, Inc. 410.00%0.01%0.02%Q2 2015Q2 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.03%0.07%Q2 2013Q1 201612
First Long Island Investors, LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
Norinchukin Bank, The 12120.69%0.86%1.26%Q2 2013Q1 201612
Jacobus Wealth Management, Inc. 12120.03%0.03%0.03%Q4 2014Q3 201712
SEI INVESTMENTS CO 12120.00%0.00%0.00%Q3 2015Q2 201812
Southland Equity Partners LLC 12120.10%0.14%0.17%Q4 2020Q3 202312
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 1110.01%0.01%0.04%Q2 2019Q2 202212
Hilton Capital Management, LLC 12120.00%0.09%0.15%Q4 2016Q3 201912
Aviance Capital Partners, LLC 12120.04%0.06%0.07%Q4 2020Q3 202312
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1020.07%0.08%0.11%Q3 2020Q3 202312
Kiwi Wealth Investments Limited Partnership 810.05%2.29%3.98%Q3 2013Q4 202212
High Falls Advisors, Inc 310.03%0.20%0.35%Q4 2015Q4 202212
Lenox Wealth Advisors, LLC 410.00%0.02%0.06%Q3 2013Q1 202212
Giralda Advisors, LLC 121211.84%12.44%13.47%Q3 2013Q2 201612
Vontobel Holding Ltd. 12120.00%0.01%0.01%Q4 2020Q3 202312
One River Asset Management, LLC 440.09%0.53%1.25%Q4 2022Q3 202312
Merit Financial Group, LLC 1110.03%0.22%0.67%Q4 2017Q3 202312
MATRIX PRIVATE CAPITAL GROUP LLC 12120.07%0.27%0.68%Q4 2020Q3 202312
Verde Servicos Internacionais S.A. 12121.55%2.91%4.32%Q4 2016Q3 201912
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12120.01%0.02%0.05%Q4 2020Q3 202312
AllSquare Wealth Management LLC 1020.03%0.18%0.43%Q4 2014Q4 201712
Rampart Investment Management Company, LLC 310.06%2.77%7.96%Q4 2014Q1 202012
Wealthspire Advisors, LLC 910.00%0.02%0.04%Q4 2018Q3 202312
Ken Stern & Associates, Inc. 721.72%2.74%4.53%Q4 2014Q3 201812
NWAM LLC 930.04%0.31%0.50%Q2 2012Q3 202312
Darwin Wealth Management, LLC 1110.02%0.96%2.04%Q1 2020Q3 202312
Curtis Advisory Group, LLC 12120.10%0.12%0.14%Q4 2020Q3 202312
Schonfeld Strategic Advisors LLC 610.00%0.09%0.26%Q2 2018Q3 202312
Capital Asset Advisory Services LLC 12120.01%0.02%0.08%Q4 2019Q3 202212
First Capital Advisors Group, LLC. 750.00%0.73%1.46%Q2 2017Q4 202212
Clarity Financial LLC 12120.87%3.03%4.49%Q4 2020Q3 202312
Centiva Capital, LP 410.00%0.13%0.25%Q3 2018Q3 202312
Mitsubishi UFJ Asset Management (UK) Ltd. 610.45%2.62%4.50%Q4 2018Q3 202312
Good Life Advisors, LLC 1020.06%0.16%0.45%Q3 2018Q3 202312
SOA Wealth Advisors, LLC. 12120.02%0.07%0.12%Q4 2020Q3 202312
Navis Wealth Advisors, LLC 12120.44%0.69%1.02%Q4 2020Q3 202312
Round Rock Advisors, LLC 12120.25%2.25%3.33%Q4 2020Q3 202312
Palumbo Wealth Management LLC 12120.25%0.42%0.85%Q4 2020Q3 202312
Tamar Securities, LLC 1112.43%3.51%4.60%Q2 2020Q3 202312
Constitution Capital LLC 12123.18%3.83%4.76%Q4 2020Q3 202312
Proquility Private Wealth Partners, LLC 12122.92%3.37%3.78%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.15%0.18%0.34%Q4 2020Q3 202312
Icon Wealth Partners, LLC 510.00%0.04%0.20%Q4 2017Q3 202312
Purus Wealth Management, LLC 12120.90%1.08%1.21%Q4 2020Q3 202312
Elk River Wealth Management, LLC 12120.14%0.17%0.25%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.02%0.06%0.09%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12120.36%0.40%0.44%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.08%0.09%0.12%Q4 2020Q3 202312
STEPH & CO 12120.01%0.01%0.02%Q4 2020Q3 202312
MMA ASSET MANAGEMENT LLC 12121.01%1.23%1.70%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12121.06%1.81%2.62%Q4 2020Q3 202312
New Potomac Partners, LLC 12120.01%0.02%0.04%Q4 2017Q3 202012
InterOcean Capital Group, LLC 12122.73%3.23%3.76%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.04%0.08%0.18%Q4 2020Q3 202312
GABLES CAPITAL MANAGEMENT INC. 12120.02%0.02%0.02%Q2 2018Q1 202112
Journey Advisory Group, LLC 12120.10%0.14%0.22%Q4 2020Q3 202312
Ameritas Investment Company, LLC 12120.07%0.17%0.38%Q4 2018Q3 202112
Accel Wealth Management 12120.02%0.10%0.21%Q4 2020Q3 202312
TruWealth Advisors, LLC 12120.26%0.31%0.34%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Ten Capital Wealth Advisors, LLC 12120.01%0.72%2.50%Q3 2020Q2 202312
WOLFF WIESE MAGANA LLC 12120.01%0.06%0.13%Q4 2020Q3 202312
Bell Rock Capital LLC 12120.01%0.05%0.12%Q1 2017Q4 201912
Oxinas Partners Wealth Management LLC 12120.32%0.84%1.52%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.98%1.18%1.50%Q4 2020Q3 202312
Source Financial Advisors LLC 12120.33%0.41%0.52%Q4 2020Q3 202312
Landsberg, Bennett, & Dubbaneh LLC 12120.04%0.31%0.74%Q4 2018Q3 202112
Main Street Financial Solutions, LLC 12120.05%0.08%0.10%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.02%0.06%0.18%Q4 2018Q3 202112
LAKE STREET PRIVATE WEALTH, LLC 12120.16%0.29%0.54%Q4 2020Q3 202312
Grant/GrossMendelsohn, LLC 12120.34%3.82%7.16%Q4 2020Q3 202312
Golden State Wealth Management, LLC 930.11%0.17%0.24%Q1 2019Q1 202212
Curated Wealth Partners LLC 12120.20%0.62%1.68%Q4 2020Q3 202312
tru Independence LLC 1110.31%0.48%0.57%Q4 2019Q3 202312
High Note Wealth, LLC 12122.70%3.03%3.45%Q4 2020Q3 202312
Olympiad Research LP 12120.12%1.11%2.02%Q4 2019Q3 202212
Elliott Investment Management L.P. 820.17%1.48%2.42%Q1 2021Q3 202312
Venture Visionary Partners LLC 12120.10%0.18%0.24%Q4 2020Q3 202312
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.01%0.06%Q3 2019Q3 202311
BOK Financial Private Wealth, Inc. 11110.01%0.02%0.03%Q1 2021Q3 202311
American Money Management, LLC 910.12%0.15%0.18%Q2 2015Q1 201911
Destiny Wealth Partners, LLC 920.01%0.03%0.06%Q4 2020Q3 202311
Kaizen Financial Strategies 920.29%0.80%1.12%Q4 2020Q3 202311
PATRON PARTNERS, LLC 11110.19%0.31%0.55%Q4 2020Q2 202311
Marcum Wealth, LLC 11110.16%0.24%0.30%Q1 2021Q3 202311
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 11110.13%0.41%1.65%Q1 2021Q3 202311
Artemis Wealth Advisors, LLC 650.00%0.47%0.94%Q1 2017Q1 202111
GPS Wealth Strategies Group, LLC 11110.05%0.36%1.02%Q1 2021Q3 202311
Family Management Corp 11110.06%0.08%0.10%Q1 2021Q3 202311
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 11110.07%0.08%0.09%Q1 2021Q3 202311
Jump Financial, LLC 740.01%0.48%0.78%Q3 2020Q3 202311
CT Financial Advisors LLC 1010.01%0.01%0.01%Q1 2014Q1 201711
Virtus Investment Advisers, Inc. 610.14%10.43%17.78%Q2 2013Q3 201611
Benchmark Financial Wealth Advisors, LLC 11110.18%3.02%4.36%Q1 2021Q3 202311
BlueSky Wealth Advisors, LLC 11110.06%0.06%0.07%Q1 2021Q3 202311
Bard Financial Services, Inc. 11110.20%0.26%0.29%Q4 2020Q2 202311
VSR Financial Services, Inc. 11110.03%0.09%0.15%Q4 2013Q2 201611
Howard Capital Management Group, LLC 11110.60%0.67%0.81%Q1 2021Q3 202311
STRINGER ASSET MANAGEMENT, LLC 1011.50%4.50%6.41%Q4 2017Q3 202211
Deane Retirement Strategies, Inc. 722.14%3.52%5.21%Q1 2015Q3 202311
PETTYJOHN, WOOD & WHITE, INC 11110.05%0.07%0.10%Q1 2021Q3 202311
HYA Advisors, Inc 11110.15%0.19%0.22%Q4 2019Q2 202211
Modera Wealth Management, LLC 1010.01%0.01%0.02%Q4 2020Q3 202311
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 11113.82%4.99%6.64%Q1 2021Q3 202311
Sierra Capital LLC 11110.03%0.08%0.17%Q1 2021Q3 202311
CAXTON ASSOCIATES LP 410.04%0.68%1.34%Q4 2017Q4 202211
Charter Oak Capital Management, LLC 740.02%0.04%0.07%Q4 2020Q3 202311
FIRST AMERICAN TRUST, FSB 910.04%0.05%0.06%Q3 2017Q3 202311
Mascoma Wealth Management LLC 610.01%0.01%0.01%Q3 2018Q4 202211
Almanack Investment Partners, LLC. 910.04%0.14%0.80%Q2 2018Q2 202211
Texas Capital Bank Wealth Management Services Inc 810.02%0.64%3.14%Q4 2019Q3 202311
Rovida Advisors Inc. 11110.85%3.96%7.54%Q4 2016Q2 201911
APPLETON PARTNERS INC/MA 920.02%0.06%0.10%Q2 2019Q4 202311
Loveless Wealth Management LLC 11111.13%1.55%1.78%Q4 2019Q2 202211
Clearview Wealth Advisors LLC 11110.00%0.00%0.01%Q4 2020Q2 202311
Columbus Macro, LLC 520.10%0.25%0.48%Q4 2019Q3 202311
1900 WEALTH MANAGEMENT LLC 11110.02%0.04%0.04%Q1 2021Q3 202311
CMG Global Holdings, LLC 11110.71%0.94%1.16%Q1 2021Q3 202311
Private Advisory Group LLC 410.14%0.47%0.97%Q4 2016Q3 202311
TriaGen Wealth Management LLC 11110.11%0.13%0.16%Q1 2021Q3 202311
Verition Fund Management LLC 310.00%0.03%0.10%Q4 2015Q2 202311
Mathes Company, Inc. 11110.38%0.51%0.70%Q4 2016Q2 201911
LOWE BROCKENBROUGH & CO INC 11110.02%0.02%0.03%Q1 2021Q3 202311
Leelyn Smith, LLC 650.00%0.12%0.27%Q4 2019Q4 202211
Spire Wealth Management 11110.58%0.90%1.18%Q1 2021Q3 202311
MBA Advisors LLC 11110.87%1.50%2.07%Q1 2021Q3 202311
Narus Financial Partners, LLC 740.25%0.59%0.85%Q4 2016Q3 202311
Fort Point Capital Partners LLC 990.01%0.55%1.32%Q3 2021Q3 202311
Interchange Capital Partners, LLC 920.37%0.76%1.26%Q4 2020Q3 202311
Squar Milner Financial Services LLC 11110.12%0.23%0.43%Q4 2017Q2 202011
NewEdge Wealth, LLC 11110.04%0.21%0.89%Q1 2021Q3 202311
Laurion Capital Management LP 410.00%0.03%0.07%Q1 2017Q2 202211
AFFINITY WEALTH MANAGEMENT LLC 830.09%6.93%12.08%Q4 2015Q1 202311
Addison Advisors LLC 1010.03%0.13%0.23%Q4 2020Q3 202311
BENEDICT FINANCIAL ADVISORS INC 11111.01%1.12%1.22%Q1 2021Q3 202311
FIRST BUSINESS FINANCIAL SERVICES, INC. 11111.68%2.70%4.10%Q2 2013Q4 201511
COZAD ASSET MANAGEMENT INC 11110.02%0.05%0.08%Q1 2021Q3 202311
Lumature Wealth Partners, LLC 11110.28%0.44%0.63%Q4 2020Q2 202311
Minot Wealth Management LLC 11110.14%0.21%0.27%Q4 2019Q2 202211
TRUEWEALTH LLC 11110.01%0.03%0.06%Q4 2017Q2 202011
Peak Asset Management, LLC 830.08%0.12%0.19%Q4 2014Q3 201711
NOVARE CAPITAL MANAGEMENT LLC 11110.02%0.04%0.08%Q1 2021Q3 202311
Formidable Asset Management, LLC 11110.03%0.05%0.06%Q3 2013Q1 201611
Johnson Financial Group, Inc. 610.00%0.00%0.01%Q4 2017Q3 202311
COASTLAND CAPITAL LLC 440.55%2.31%5.48%Q2 2015Q1 201611
WEST PACES ADVISORS INC. 11110.02%0.02%0.02%Q2 2017Q4 201911
Greystone Financial Group, LLC 11110.11%0.24%0.41%Q1 2021Q3 202311
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 650.02%0.07%0.19%Q3 2020Q3 202311
McGowan Group Asset Management, Inc. 11110.26%0.35%0.42%Q4 2020Q2 202311
CINQUE PARTNERS LLC 11111.44%4.67%7.88%Q2 2013Q4 201511
Horan Securities, Inc. 740.02%0.03%0.09%Q3 2020Q2 202311
Hall Kathryn A. 11110.31%0.47%0.64%Q3 2020Q1 202311
KENNICOTT CAPITAL MANAGEMENT LLC 11111.72%2.76%3.45%Q1 2021Q3 202311
Allianz Asset Management GmbH 410.00%0.01%0.03%Q4 2017Q2 202311
CAPSTONE INVESTMENT ADVISORS, LLC 310.00%0.12%0.41%Q3 2013Q3 202311
Lucia Wealth Services, LLC 11110.05%0.08%0.10%Q1 2018Q3 202011
Alaska Permanent Fund Corp 720.02%0.81%4.26%Q1 2020Q3 202311
ST GERMAIN D J CO INC 830.08%0.28%1.28%Q1 2021Q4 202311
CWA Asset Management Group, LLC 910.02%0.03%0.08%Q1 2020Q3 202311
EXCALIBUR MANAGEMENT CORP 11110.25%0.29%0.37%Q3 2015Q1 201811
ADVISORS MANAGEMENT GROUP INC /ADV 11110.15%0.28%0.38%Q1 2021Q3 202311
Haverford Trust Co 740.00%0.01%0.02%Q4 2016Q4 202211
Point72 Asset Management, L.P. 310.00%0.06%0.24%Q2 2014Q3 202311
Financial Avengers, Inc. 11110.02%0.04%0.05%Q1 2021Q3 202311
Private Ocean, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
Concord Wealth Partners 740.01%0.03%0.06%Q4 2020Q3 202311
PEDDOCK CAPITAL ADVISORS, LLC 1010.01%0.13%0.38%Q3 2016Q4 202011
Blue Chip Partners, LLC 510.02%0.08%0.24%Q4 2018Q3 202311
Financial Management Professionals, Inc. 710.00%0.32%1.47%Q2 2016Q1 202311
CHEMICAL BANK 11110.03%0.04%0.06%Q4 2016Q2 201911
CORBETT ROAD CAPITAL MANAGEMENT, LLC 11111.21%1.61%2.65%Q4 2019Q2 202211
Redhawk Wealth Advisors, Inc. 410.00%1.40%2.42%Q2 2019Q4 202210
San Luis Wealth Advisors LLC 910.49%1.08%1.57%Q4 2020Q3 202310
Bogart Wealth, LLC 10100.00%0.09%0.18%Q2 2021Q3 202310
Weaver Consulting Group 730.03%0.07%0.11%Q1 2019Q3 202310
Symmetry Investments LP 710.24%1.24%5.61%Q4 2020Q3 202310
Thomas J. Herzfeld Advisors, Inc. 10100.00%0.00%0.01%Q2 2014Q3 201610
TrueWealth Advisors, LLC 910.18%0.20%0.23%Q1 2021Q3 202310
HANCOCK WHITNEY CORP 710.02%0.04%0.08%Q4 2015Q3 202310
STOCK YARDS BANK & TRUST CO 820.02%0.03%0.04%Q3 2020Q3 202310
PSI Advisors, LLC 910.06%0.07%0.08%Q4 2019Q3 202310
CONCENTRIC WEALTH MANAGEMENT, LLC 10100.06%0.10%0.16%Q4 2019Q1 202210
MONEY CONCEPTS CAPITAL CORP 820.05%0.23%0.87%Q4 2020Q3 202310
Colonial River Wealth Management, LLC 820.35%1.30%1.95%Q1 2021Q3 202310
Doyle Wealth Management 820.02%0.04%0.05%Q2 2018Q1 202210
Calamos Wealth Management LLC 730.02%0.03%0.03%Q1 2021Q3 202310
SRS Capital Advisors, Inc. 910.00%0.01%0.02%Q3 2018Q3 202310
Gainplan LLC 550.12%0.26%0.76%Q1 2021Q3 202310
Kowal Investment Group, LLC 10100.09%0.13%0.16%Q2 2021Q3 202310
MEANS INVESTMENT CO., INC. 990.00%0.17%0.39%Q3 2021Q3 202310
True Link Financial Advisors, LLC 550.02%0.03%0.05%Q4 2020Q3 202310
Argentus Capital Management, LLC 810.02%0.19%0.37%Q2 2013Q3 201610
Advisor Resource Council 10100.38%1.23%2.50%Q2 2021Q3 202310
Act Two Investors LLC 510.12%1.22%3.40%Q4 2018Q3 202310
Rock Springs Capital Management LP 620.62%1.59%7.33%Q4 2013Q3 202310
Trexquant Investment LP 310.02%0.10%0.23%Q3 2019Q3 202310
TUDOR INVESTMENT CORP ET AL 410.01%0.02%0.04%Q2 2018Q3 202310
PIN OAK INVESTMENT ADVISORS INC 10100.01%0.02%0.06%Q2 2021Q3 202310
Wealthfront Advisers LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
BKS ADVISORS, LLC 10100.34%0.49%1.06%Q4 2016Q1 201910
Fullerton Fund Management Co Ltd. 810.20%1.18%4.26%Q2 2020Q2 202310
WestHill Financial Advisors, Inc. 910.04%0.04%0.04%Q1 2021Q3 202310
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10103.54%5.37%6.00%Q4 2017Q1 202010
Lavaca Capital LLC 410.02%0.28%0.77%Q4 2018Q3 202310
Leucadia National 440.01%0.22%0.72%Q4 2022Q3 202310
BESSEMER SECURITIES LLC 640.19%0.47%0.80%Q4 2019Q3 202310
Zions Bancorporation 810.00%0.01%0.03%Q1 2015Q3 201810
TRUST CO OF VERMONT 410.00%0.00%0.00%Q2 2013Q3 202310
Selective Wealth Management, Inc. 910.01%0.04%0.11%Q4 2020Q2 202310
Wealth Architects, LLC 10100.04%0.04%0.05%Q2 2021Q3 202310
ELLIOTT MANAGEMENT CORP 320.29%1.22%2.36%Q2 2016Q3 201910
HIGHLAND CAPITAL MANAGEMENT LP 410.02%0.63%1.90%Q1 2015Q1 201910
ORSER CAPITAL MANAGEMENT, LLC 10100.26%0.41%0.74%Q4 2017Q1 202010
Hoese & Co LLP 10100.02%0.06%0.13%Q1 2021Q2 202310
Altium Wealth Management LLC 730.02%0.10%0.24%Q2 2019Q2 202210
West Branch Capital LLC 10100.00%0.01%0.04%Q2 2021Q3 202310
Innova Wealth Partners 610.18%3.26%4.33%Q4 2020Q3 202310
PACIFIC FINANCIAL GROUP INC 810.15%3.63%5.05%Q2 2016Q4 202210
Clear Perspectives Financial Planning, LLC 10100.02%0.02%0.02%Q4 2020Q1 202310
Activest Wealth Management 912.04%4.67%7.04%Q1 2021Q3 202310
GLG Partners LP 810.23%0.78%1.08%Q3 2014Q4 201610
Warther Private Wealth, LLC 10100.17%0.24%0.35%Q2 2021Q3 202310
Telemetry Investments, L.L.C. 10101.10%4.33%7.16%Q1 2017Q2 201910
Kovitz Investment Group Partners, LLC 10100.02%0.02%0.02%Q3 2019Q4 202110
Stack Financial Management, Inc 410.03%0.04%0.09%Q1 2014Q3 202310
Essex Financial Services, Inc. 10100.02%0.03%0.04%Q2 2021Q3 202310
Delos Wealth Advisors, LLC 10100.74%4.13%6.91%Q2 2021Q3 202310
JTC Employer Solutions Trustee Ltd 10100.06%0.09%0.11%Q2 2021Q3 202310
SCHAFER CULLEN CAPITAL MANAGEMENT INC 310.01%0.04%0.09%Q4 2013Q4 202010
Royal Harbor Partners, LLC 521.20%2.70%4.72%Q4 2019Q2 202310
Poehling Capital Management, INC. 410.01%0.10%0.15%Q1 2018Q3 202110
Camarda Financial Advisors, LLC 610.03%4.50%8.22%Q1 2019Q4 202210
Bank of New Hampshire 10100.19%0.29%0.35%Q2 2021Q3 202310
Solstein Capital, LLC 10100.03%0.58%0.93%Q2 2021Q3 202310
Zions Bancorporation, N.A. 910.00%0.01%0.01%Q4 2018Q1 202210
Traynor Capital Management, Inc. 10100.03%0.03%0.04%Q2 2021Q3 202310
Brick & Kyle, Associates 10100.02%0.03%0.04%Q4 2014Q1 201710
WealthTrust Asset Management, LLC 10100.30%0.33%0.38%Q2 2021Q3 202310
HORIZON FINANCIAL SERVICES, LLC 10100.32%0.68%0.92%Q2 2021Q3 202310
Livingston Group Asset Management CO (operating as Southport Capital Management) 610.01%0.14%0.29%Q1 2014Q3 202010
Ranch Capital Advisors Inc. 730.01%0.19%0.36%Q4 2019Q3 202310
HARBOUR INVESTMENTS, INC. 640.12%0.17%0.24%Q1 2021Q3 202310
CARRET ASSET MANAGEMENT, LLC 10100.03%0.03%0.04%Q2 2021Q3 202310
Marathon Trading Investment Management LLC 410.02%0.06%0.13%Q4 2012Q3 202310
Bayesian Capital Management, LP 610.04%0.18%0.39%Q4 2019Q2 202310
Weiss Multi-Strategy Advisers LLC 510.01%0.03%0.06%Q2 2013Q1 202010
Pallas Capital Advisors LLC 10100.11%0.18%0.34%Q2 2021Q3 202310
Shinko Asset Management Co., Ltd. 10100.09%0.41%0.92%Q1 2014Q2 201610
HC FINANCIAL ADVISORS INC 10100.01%0.01%0.01%Q1 2020Q2 202210
Strategic Wealth Partners, Ltd. 820.00%0.03%0.09%Q4 2017Q4 202210
LVW Advisors, LLC 990.05%0.13%0.17%Q3 2018Q3 20209
PDT Partners, LLC 510.02%0.14%0.29%Q2 2015Q1 20189
Roberts Wealth Advisors, LLC 990.55%0.80%1.33%Q3 2021Q3 20239
FLAGSTAR ADVISORS INC 990.10%0.14%0.20%Q3 2021Q3 20239
Parisi Gray Wealth Management 630.04%0.05%0.08%Q4 2017Q4 20219
Somerset Group LLC 991.48%1.68%1.95%Q4 2013Q4 20159
PrairieView Partners, LLC 630.00%0.00%0.01%Q1 2020Q2 20239
Tidal Investments LLC 710.01%0.03%0.13%Q2 2019Q2 20239
HALL LAURIE J TRUSTEE 990.02%0.10%0.25%Q4 2017Q4 20199
Mizuho Trust & Banking Co., Ltd. 633.72%11.21%25.60%Q4 2016Q4 20199
USCA RIA LLC 510.02%0.06%0.09%Q4 2016Q2 20209
Grace Capital 810.04%0.49%0.58%Q4 2018Q4 20219
Bremer Bank National Association 540.05%0.61%1.26%Q1 2019Q2 20219
PERSONAL CFO SOLUTIONS, LLC 810.20%0.33%0.83%Q2 2020Q4 20229
QUEST INVESTMENT MANAGEMENT LLC 540.17%0.26%0.40%Q1 2021Q2 20239
MANAGED ACCOUNT ADVISORS LLC 990.05%0.33%0.82%Q2 2013Q2 20159
Pinnacle Wealth Management Advisory Group, LLC 810.04%0.05%0.13%Q4 2019Q3 20239
SHUFRO ROSE & CO LLC 810.02%0.04%0.06%Q3 2020Q3 20239
BBVA USA Bancshares, Inc. 410.02%0.18%0.72%Q2 2013Q1 20219
Bellecapital International Ltd. 810.06%0.07%0.09%Q3 2020Q4 20229
Arlington Partners LLC 810.00%0.16%0.29%Q4 2019Q3 20239
PITCAIRN CO 990.04%0.05%0.06%Q1 2021Q1 20239
PRIO WEALTH LIMITED PARTNERSHIP 810.01%0.01%0.01%Q1 2021Q2 20239
Relyea Zuckerberg Hanson LLC 990.08%0.18%0.29%Q3 2021Q3 20239
American Financial Network Advisory Services LLC 990.44%0.75%1.27%Q3 2017Q3 20199
Gruss & Co., LLC 991.95%2.56%3.01%Q2 2013Q2 20159
NATIXIS ADVISORS, L.P. 810.03%0.13%0.24%Q2 2013Q3 20179
Advisor OS, LLC 810.04%0.84%3.35%Q2 2020Q1 20239
Northstar Advisory Group, LLC 330.21%4.14%6.65%Q4 2020Q3 20239
Alphadyne Asset Management LP 550.03%0.98%3.35%Q3 2022Q3 20239
Polar Asset Management Partners Inc. 610.00%0.03%0.10%Q4 2019Q4 20229
Intersect Capital LLC 510.04%0.06%0.10%Q4 2018Q1 20229
CEDAR CAPITAL, LLC 510.10%0.49%0.94%Q4 2017Q3 20219
WHALEROCK POINT PARTNERS, LLC 990.24%0.30%0.35%Q3 2021Q3 20239
NatWest Group plc 990.03%0.06%0.08%Q3 2013Q3 20159
Corient Capital Partners, LLC 990.04%0.18%1.24%Q3 2016Q3 20189
Kalos Management, Inc. 310.06%0.16%0.36%Q4 2015Q2 20239
AlphaStar Capital Management, LLC 720.14%0.97%1.70%Q2 2020Q1 20239
TUCKER ASSET MANAGEMENT LLC 990.00%0.02%0.04%Q3 2021Q3 20239
Kozak & Associates, Inc. 990.02%0.50%2.27%Q3 2021Q3 20239
TRUE Private Wealth Advisors 510.00%0.03%0.12%Q2 2018Q3 20219
Summit Financial, LLC 990.03%0.06%0.07%Q3 2021Q3 20239
Bernardo Wealth Planning LLC 990.31%0.35%0.38%Q4 2018Q4 20209
MONECO Advisors, LLC 990.08%0.15%0.23%Q3 2021Q3 20239
EXANE DERIVATIVES 990.00%0.02%0.05%Q4 2014Q4 20169
Fragasso Group Inc. 510.02%0.04%0.12%Q4 2019Q4 20239
SCHRODER INVESTMENT MANAGEMENT GROUP 310.00%0.09%0.27%Q3 2014Q4 20229
CAHABA WEALTH MANAGEMENT, INC. 810.03%0.03%0.05%Q4 2020Q3 20239
Mirador Capital Partners LP 420.12%0.45%0.83%Q2 2016Q3 20239
Nan Shan Life Insurance Co., Ltd. 310.24%0.60%1.13%Q1 2016Q2 20239
Private Capital Management, LLC 710.04%0.10%0.25%Q2 2020Q3 20239
ROVIN CAPITAL /UT/ /ADV 990.47%0.56%0.78%Q3 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.11%0.18%0.22%Q3 2021Q3 20239
CAPITAL ONE FINANCIAL CORP 990.55%0.64%0.86%Q1 2020Q1 20229
CANANDAIGUA NATIONAL BANK & TRUST CO 410.03%0.05%0.06%Q1 2015Q1 20189
WHITENER CAPITAL MANAGEMENT, INC. 520.03%0.04%0.09%Q4 2017Q3 20239
MIZUHO SECURITIES USA LLC 410.09%0.88%3.94%Q3 2015Q4 20219
Fortis Advisors, LLC 520.00%0.08%0.24%Q3 2017Q3 20239
Investors Financial Group, LLC 990.49%0.56%0.63%Q4 2019Q4 20219
Hutchin Hill Capital, LP 880.03%0.15%0.30%Q1 2016Q4 20179
Beirne Wealth Consulting Services, LLC 720.14%0.18%0.29%Q4 2018Q4 20219
Prostatis Group LLC 610.17%0.81%2.71%Q1 2020Q2 20239
Gunma Bank,Ltd. 540.52%1.83%2.97%Q1 2021Q2 20239
Phocas Financial Corp. 710.00%0.06%0.14%Q4 2018Q3 20239
CSat Investment Advisory, L.P. 990.11%0.26%0.47%Q2 2018Q2 20209
SP Asset Management 990.24%1.40%2.76%Q3 2020Q3 20229
Baystate Wealth Management LLC 420.00%0.00%0.00%Q1 2018Q3 20239
Belmont Capital, LLC 990.00%0.01%0.03%Q3 2021Q3 20239
Quantbot Technologies LP 210.01%0.16%0.39%Q3 2019Q3 20239
BLUEFIN CAPITAL MANAGEMENT, LLC 520.00%0.05%0.18%Q3 2020Q2 20229
Vickerman Investment Advisors, Inc. 993.13%3.33%3.59%Q3 2021Q3 20239
Visionary Wealth Advisors 810.05%0.16%0.45%Q4 2019Q3 20239
Psagot Value Holdings Ltd. / (Israel) 990.08%0.34%0.86%Q3 2021Q3 20239
Altus Wealth Management, LLC 996.69%7.60%9.64%Q4 2019Q4 20219
ATWOOD & PALMER INC 720.00%0.00%0.00%Q2 2014Q2 20239
MADISON INVESTMENT HOLDINGS INC 990.01%0.01%0.01%Q3 2013Q3 20159
Badgley Phelps Wealth Managers, LLC 990.01%0.04%0.11%Q3 2021Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.49%0.62%0.71%Q4 2019Q3 20239
Lion Street Advisors, LLC 990.08%0.19%0.23%Q3 2021Q3 20239
AMUSSEN HUNSAKER ASSOCIATES LLC 990.20%0.35%0.48%Q2 2017Q2 20199
Intrua Financial, LLC 510.04%0.09%0.14%Q2 2020Q1 20239
N.E.W. Advisory Services LLC 990.03%0.06%0.08%Q4 2020Q4 20229
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 993.19%3.72%4.35%Q3 2021Q3 20239
Rosenberg Matthew Hamilton 990.00%0.01%0.01%Q3 2021Q3 20239
Castleview Partners, LLC 810.01%0.29%1.78%Q2 2021Q3 20239
WELLINGTON MANAGEMENT GROUP LLP 310.00%0.00%0.00%Q1 2014Q1 20229
Essex LLC 990.35%0.47%0.62%Q3 2021Q3 20239
Spruce Investment Advisors LLC 810.07%1.49%2.32%Q3 2015Q4 20179
Onyx Bridge Wealth Group LLC 990.10%0.16%0.22%Q3 2021Q3 20239
WILLIAMS JONES & ASSOCIATES LLC 810.01%0.01%0.02%Q2 2013Q2 20199
Glassman Wealth Services 810.03%0.08%0.09%Q3 2016Q3 20239
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.03%0.15%Q1 2014Q2 20219
Agate Pass Investment Management, LLC 990.38%0.41%0.45%Q4 2021Q4 20239
TNF LLC 990.17%0.21%0.23%Q3 2021Q3 20239
JANICZEK WEALTH MANAGEMENT, LLC 990.00%0.39%3.31%Q3 2021Q3 20239
Lattice Strategies LLC 990.18%0.20%0.23%Q2 2013Q2 20159
Point72 Middle East FZE 440.02%0.08%0.17%Q4 2022Q3 20239
Bank Pictet & Cie (Europe) AG 420.04%0.07%0.11%Q3 2014Q1 20179
Wall Capital Group, Inc. 633.59%7.39%9.09%Q1 2017Q3 20239
Paulson Wealth Management Inc. 990.24%0.71%1.15%Q4 2017Q4 20199
NF Trinity Capital (Hong Kong) Ltd 881.97%3.10%3.95%Q4 2015Q3 20178
O'ROURKE & COMPANY, Inc 880.47%0.53%0.60%Q4 2021Q3 20238
Granite Bay Wealth Management, LLC 889.44%11.13%13.08%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 880.64%1.19%1.90%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.16%0.23%0.28%Q4 2021Q3 20238
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 620.33%0.60%0.82%Q4 2018Q3 20218
Laraway Financial Advisors Inc 883.23%3.49%3.78%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.01%0.02%0.02%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.00%0.16%1.23%Q4 2021Q3 20238
New Legacy Group, LLC 880.05%0.55%0.87%Q4 2021Q3 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.32%0.57%0.76%Q4 2021Q3 20238
Tuttle Capital Management, LLC 510.32%3.09%6.33%Q4 2016Q2 20238
Richwood Investment Advisors, LLC 880.28%0.29%0.31%Q4 2021Q3 20238
Western Pacific Wealth Management, LP 880.01%0.02%0.05%Q4 2021Q3 20238
NCM Capital Management, LLC 880.19%0.24%0.28%Q4 2021Q3 20238
Cerebellum GP, LLC 410.09%0.24%0.31%Q4 2017Q2 20208
MKT Advisors LLC 880.52%0.62%0.67%Q4 2021Q3 20238
Wealth Management Solutions, LLC 880.21%0.24%0.28%Q4 2021Q3 20238
NorthRock Partners, LLC 320.02%0.22%0.98%Q4 2016Q3 20238
Key Client Fiduciary Advisors, LLC 880.37%0.44%0.51%Q4 2021Q3 20238
Summit Financial Wealth Advisors, LLC 880.09%0.12%0.15%Q4 2014Q3 20168
Congress Wealth Management LLC / DE / 880.58%1.94%2.84%Q4 2021Q3 20238
Ascent Group, LLC 880.18%0.28%0.40%Q4 2021Q3 20238
Clay Northam Wealth Management, LLC 880.54%0.61%0.69%Q4 2021Q3 20238
Comprehensive Financial Consultants Institutional, Inc. 880.18%0.22%0.25%Q4 2021Q3 20238
My Personal CFO, LLC 880.28%0.35%0.46%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.01%0.01%0.02%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 881.19%1.34%1.46%Q4 2021Q3 20238
Long Run Wealth Advisors, LLC 882.28%2.84%3.34%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.03%0.03%0.03%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.06%0.19%0.28%Q4 2021Q3 20238
LOWERY THOMAS, LLC 880.38%1.46%2.74%Q4 2021Q3 20238
Garde Capital, Inc. 610.01%0.01%0.01%Q4 2020Q2 20238
Amplius Wealth Advisors, LLC 880.03%0.12%0.20%Q4 2021Q3 20238
Objective Capital Management, LLC 881.11%1.30%1.45%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 880.00%0.00%0.00%Q1 2017Q4 20188
Paladin Advisory Group, LLC 880.04%0.04%0.04%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.37%0.73%1.02%Q1 2021Q3 20238
Executive Wealth Management, LLC 410.00%0.05%0.10%Q4 2018Q3 20238
Turim 21 Investimentos Ltda. 880.02%0.09%0.30%Q4 2021Q3 20238
Madden Advisory Services, Inc. 440.00%0.38%2.26%Q1 2014Q4 20208
Cornerstone Wealth Group, LLC 410.64%0.79%0.98%Q1 2020Q3 20238
Kaydan Wealth Management, Inc. 880.19%0.25%0.32%Q4 2021Q3 20238
Treynor Bancshares, Inc. 881.30%2.34%2.99%Q4 2021Q3 20238
Allegis Investment Advisors, LLC 620.07%0.31%0.92%Q4 2015Q4 20178
WFA Asset Management Corp 880.05%0.05%0.06%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.17%0.24%0.34%Q4 2021Q3 20238
Sutton Wealth Advisors Inc. 710.00%0.07%0.15%Q1 2016Q1 20188
PFS Partners, LLC 880.01%0.03%0.04%Q4 2021Q3 20238
C2C Wealth Management, LLC 880.05%0.06%0.07%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
Nuveen Asset Management, LLC 710.00%0.01%0.02%Q3 2013Q4 20168
SWISS RE LTD 888.01%25.48%45.44%Q2 2021Q1 20238
NORWOOD FINANCIAL CORP 881.26%1.36%1.44%Q4 2021Q3 20238
Windham Capital Management, LLC 880.06%0.26%0.49%Q4 2021Q3 20238
F-Squared Investment Management, LLC 620.10%1.66%11.60%Q2 2013Q2 20158
Kepos Capital LP 310.10%0.69%2.06%Q1 2018Q2 20218
PATTON ALBERTSON MILLER GROUP, LLC 710.01%0.26%0.37%Q2 2013Q3 20188
Armor Investment Advisors, LLC 710.01%0.02%0.02%Q4 2020Q3 20238
MILLIE CAPITAL MANAGEMENT, LLC 880.25%0.34%0.48%Q1 2016Q4 20178
Bank of Kentucky, Inc. 880.16%0.57%0.81%Q2 2013Q1 20158
Enterprise Trust & Investment Co 880.59%1.50%2.00%Q3 2020Q2 20228
RTD Financial Advisors, Inc. 880.08%0.09%0.10%Q4 2021Q3 20238
3D/L Capital Management, LLC 530.22%0.30%0.49%Q1 2021Q3 20238
Symmetry Partners, LLC 320.35%0.57%1.16%Q4 2018Q1 20238
RITHOLTZ WEALTH MANAGEMENT 880.02%0.02%0.04%Q4 2021Q3 20238
AEGON USA Investment Management, LLC 880.01%0.01%0.02%Q2 2013Q1 20158
PGIM Custom Harvest LLC 441.99%2.50%2.88%Q4 2020Q3 20238
Black Swift Group, LLC 420.00%0.29%1.08%Q3 2017Q1 20238
Leonetti & Associates, LLC 421.74%2.69%5.16%Q4 2014Q4 20188
Crown Wealth Group, LLC 880.31%1.92%4.52%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.02%0.04%Q4 2021Q3 20238
Cutter & CO Brokerage, Inc. 530.08%0.17%0.25%Q3 2014Q1 20198
COMERICA SECURITIES,INC. 710.02%0.17%0.36%Q4 2019Q3 20238
Trilogy Capital Inc. 620.00%0.45%1.37%Q1 2018Q3 20238
Briaud Financial Planning, Inc 880.23%0.89%1.37%Q4 2021Q3 20238
Ballentine Partners, LLC 410.01%0.01%0.02%Q1 2017Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.01%0.22%0.44%Q2 2013Q1 20158
Regis Management CO LLC 880.31%0.33%0.37%Q1 2016Q4 20178
DDD Partners, LLC 880.06%0.07%0.08%Q4 2021Q3 20238
Fountainhead AM, LLC 880.08%0.10%0.13%Q4 2021Q3 20238
Virtue Capital Management, LLC 440.10%0.20%0.34%Q4 2017Q4 20198
HealthCor Management, L.P. 210.36%1.42%3.28%Q3 2014Q2 20228
Cypress Capital Group 880.16%0.24%0.29%Q4 2021Q3 20238
Acorn Wealth Advisors, LLC 620.03%0.16%0.22%Q1 2018Q3 20238
Triumph Capital Management 880.13%0.89%1.97%Q2 2021Q1 20238
NTV ASSET MANAGEMENT LLC 880.06%0.15%0.19%Q4 2021Q3 20238
Burleson & Company, LLC 880.00%0.01%0.01%Q1 2021Q4 20228
Destination Wealth Management 610.00%0.01%0.03%Q1 2018Q4 20218
Galvin, Gaustad & Stein, LLC 710.02%0.03%0.06%Q4 2020Q4 20228
EVERGREEN CAPITAL MANAGEMENT LLC 620.01%0.02%0.03%Q2 2019Q3 20238
Grant Street Asset Management, Inc. 880.09%0.17%0.58%Q4 2020Q3 20228
Braun-Bostich & Associates Inc. 881.17%2.29%5.48%Q1 2019Q4 20208
O'Dell Group, LLC 510.00%0.05%0.20%Q4 2018Q2 20238
BOSTON PRIVATE BANK & TRUST CO 880.01%0.02%0.02%Q2 2013Q1 20158
Brand Asset Management Group, Inc. 880.01%0.01%0.01%Q2 2019Q1 20218
AFAM CAPITAL, INC. 880.36%0.74%1.07%Q1 2016Q4 20178
DAVIS R M INC 410.01%0.01%0.03%Q1 2014Q3 20238
WEST BANCORPORATION INC 440.04%0.05%0.07%Q4 2019Q3 20228
Crew Capital Management, Ltd. 510.17%1.18%4.20%Q2 2021Q3 20238
AVIVA PLC 880.08%0.16%0.26%Q3 2021Q2 20238
Citizens National Bank Trust Department 880.02%0.02%0.04%Q4 2021Q3 20238
SEAVIEW INVESTMENT MANAGERS LLC 710.00%0.83%1.33%Q4 2020Q1 20238
FIRST COMMUNITY TRUST NA 880.04%0.05%0.06%Q4 2021Q3 20238
Baron Financial Group, LLC 880.10%0.11%0.13%Q3 2020Q2 20228
HABERER REGISTERED INVESTMENT ADVISOR INC 880.07%0.09%0.11%Q2 2013Q1 20158
SENTINEL TRUST CO LBA 880.36%0.50%0.62%Q4 2021Q3 20238
INVESTMENT PARTNERS, LTD. 310.09%0.16%0.24%Q4 2018Q3 20228
PRIVATE CAPITAL MANAGEMENT INC 880.05%0.32%0.56%Q4 2015Q3 20178
Tennessee Valley Asset Management Partners 620.06%0.98%2.07%Q4 2020Q3 20238
MMBG INVESTMENT ADVISORS CO. 882.54%3.33%3.83%Q4 2021Q3 20238
FIRST FOUNDATION ADVISORS 210.01%0.01%0.03%Q1 2015Q2 20238
One Day In July LLC 880.15%0.36%0.49%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.01%0.02%Q4 2021Q3 20238
COLDSTREAM CAPITAL MANAGEMENT INC 410.01%0.30%1.20%Q1 2016Q3 20238
ARISTEIA CAPITAL, L.L.C. 440.16%0.27%0.40%Q1 2020Q4 20208
GUYASUTA INVESTMENT ADVISORS INC 880.02%0.02%0.04%Q4 2021Q3 20238
Outlook Wealth Advisors, LLC 880.07%0.18%0.48%Q1 2021Q4 20228
Pinnacle Summer Investments, Inc. 880.28%1.02%2.15%Q1 2014Q4 20158
EVERMAY WEALTH MANAGEMENT LLC 880.00%0.01%0.01%Q4 2021Q3 20238
ABSOLUTE CAPITAL MANAGEMENT, LLC 881.42%2.94%4.48%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.02%0.03%Q4 2021Q3 20238
Bay Harbor Wealth Management, LLC 530.00%0.39%0.92%Q4 2018Q4 20208
Lloyd Advisory Services, LLC. 710.00%0.01%0.03%Q4 2019Q1 20228
Investment Research & Advisory Group, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
Operose Advisors LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Pitti Group Wealth Management, LLC 881.68%1.88%2.13%Q4 2021Q3 20238
Zullo Investment Group, Inc. 880.90%1.20%1.39%Q4 2021Q3 20238
HAMEL ASSOCIATES, INC. 880.08%0.09%0.09%Q2 2021Q1 20238
Joel Isaacson & Co., LLC 880.00%0.01%0.06%Q1 2015Q4 20168
Covestor Ltd 880.02%0.05%0.08%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
HERBST GROUP, LLC 881.50%1.93%2.34%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
SOUTH GEORGIA CAPITAL, LLC 880.06%0.26%0.47%Q4 2013Q3 20158
Blue Door Asset Management, LLC 880.92%1.61%2.23%Q4 2021Q3 20238
First International Bank & Trust 880.35%0.47%0.66%Q4 2021Q3 20238
Horizon Family Wealth, Inc. 881.37%2.37%3.36%Q4 2021Q3 20238
City State Bank 880.00%0.00%0.00%Q4 2021Q3 20238
PARAGON FINANCIAL PARTNERS, INC. 880.27%0.35%0.41%Q4 2021Q3 20238
Perfromance Wealth Partners, LLC 880.05%0.20%0.41%Q4 2021Q3 20238
PURSUE WEALTH PARTNERS LLC 880.29%0.51%0.82%Q4 2021Q3 20238
Marion Wealth Management 880.66%0.73%0.82%Q4 2021Q3 20238
HB Wealth Management, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
Forbes Financial Planning, Inc. 880.53%2.10%4.72%Q4 2021Q3 20238
TELEMUS CAPITAL, LLC 620.02%0.05%0.08%Q1 2020Q1 20228
Byrne Asset Management LLC 880.09%0.10%0.12%Q4 2021Q3 20238
TILIA FIDUCIARY PARTNERS, INC. 770.04%0.04%0.04%Q4 2021Q2 20237
Benchmark Investment Advisors LLC 770.26%0.64%0.86%Q1 2022Q3 20237
STRS OHIO 430.05%0.12%0.33%Q1 2020Q1 20237
SJS Investment Consulting Inc. 520.00%0.00%0.00%Q4 2021Q3 20237
TRIANGLE PEAK PARTNERS, LP 770.85%1.51%1.94%Q4 2013Q2 20157
Cardinal Strategic Wealth Guidance 770.01%0.91%1.34%Q1 2022Q3 20237
Aries Wealth Management 610.08%0.26%0.34%Q4 2021Q3 20237
Merriman Wealth Management, LLC 410.06%0.29%1.23%Q4 2014Q1 20197
Paradigm, Strategies in Wealth Management, LLC 520.13%0.17%0.21%Q1 2021Q3 20237
THOROUGHBRED FINANCIAL SERVICES, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
FORMULA GROWTH LTD 770.49%0.64%0.87%Q1 2017Q3 20187
Retirement Group, LLC 410.01%0.11%0.25%Q4 2019Q3 20237
HWG Holdings LP 610.13%0.37%0.76%Q1 2022Q4 20237
Lebenthal Global Advisors, LLC 610.06%0.11%0.15%Q4 2020Q2 20237
Claro Advisors LLC 610.09%0.12%0.18%Q4 2018Q3 20237
5th Street Advisors, LLC 770.47%6.99%10.79%Q1 2022Q3 20237
ELEMENT POINTE ADVISORS, LLC 772.08%2.87%4.38%Q1 2022Q3 20237
Keystone Financial Services 770.12%0.13%0.13%Q4 2021Q2 20237
AXXCESS WEALTH MANAGEMENT, LLC 770.03%0.07%0.14%Q4 2021Q2 20237
SMITH HAYES Advisers, Inc 770.05%0.12%0.27%Q3 2014Q1 20167
Colonial Trust Advisors 770.03%0.04%0.05%Q1 2022Q3 20237
GODSEY & GIBB, INC 520.00%0.00%0.01%Q2 2021Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.08%0.27%0.52%Q2 2013Q4 20147
TCF National Bank 770.04%0.05%0.06%Q3 2019Q1 20217
COUNTRY CLUB BANK /GFN 770.06%0.07%0.08%Q1 2022Q3 20237
Industrial Alliance Investment Management Inc. 770.00%0.02%0.05%Q1 2022Q3 20237
Telos Capital Management, Inc. 520.03%0.37%0.59%Q4 2018Q1 20237
Legacy Financial Strategies, LLC 520.40%2.47%3.67%Q4 2017Q3 20237
Relative Value Partners Group, LLC 770.04%0.14%0.51%Q3 2018Q1 20207
Strengthening Families & Communities, LLC 520.02%0.06%0.10%Q4 2021Q3 20237
Centennial Wealth Advisory LLC 770.23%0.44%1.02%Q4 2020Q2 20227
SPX Gestao de Recursos Ltda 430.75%3.44%9.68%Q1 2013Q2 20237
Integrated Wealth Management 770.05%0.07%0.08%Q1 2015Q3 20167
PFS INVESTMENTS INC. 310.16%0.17%0.20%Q1 2020Q2 20237
Forward Management, LLC 210.00%0.76%4.57%Q1 2014Q4 20207
Walleye Capital LLC 210.01%0.08%0.20%Q1 2022Q3 20237
EMFO, LLC 770.61%0.91%1.37%Q1 2022Q3 20237
PRINCETON CAPITAL MANAGEMENT LLC 770.01%0.01%0.01%Q1 2018Q3 20197
Financial & Tax Architects, LLC 410.23%0.40%0.54%Q1 2021Q3 20237
Beaumont Capital Management, LLC 613.93%5.78%6.75%Q4 2020Q4 20227
Kavar Capital Partners, LLC 320.01%0.01%0.01%Q4 2013Q2 20187
Harfst & Associates, Inc. 770.43%0.76%2.26%Q2 2015Q4 20167
Teamwork Financial Advisors, LLC 610.39%0.97%2.11%Q4 2021Q3 20237
Beacon Capital Management, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
Mizuho Bank, Ltd. 311.86%3.65%7.88%Q1 2014Q3 20187
Worth Asset Management, LLC 770.02%0.14%0.83%Q1 2022Q3 20237
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 410.00%0.00%0.00%Q4 2016Q3 20237
UNITED SERVICES AUTOMOBILE ASSOCIATION 520.01%0.06%0.10%Q2 2013Q2 20187
Atria Wealth Solutions, Inc. 770.22%0.33%0.40%Q1 2022Q3 20237
Euclid Advisors LLC 613.54%4.54%6.49%Q2 2013Q1 20157
Smith Anglin Financial, LLC 610.04%0.06%0.07%Q4 2020Q3 20237
Chemistry Wealth Management LLC 770.24%0.38%0.45%Q1 2022Q3 20237
Parasol Investment Management, LLC 770.01%0.02%0.02%Q4 2013Q2 20157
AVALON CAPITAL MANAGEMENT 210.21%0.50%1.07%Q2 2013Q3 20237
Redwood Financial Network Corp 771.28%1.43%1.64%Q1 2022Q3 20237
Resurgent Financial Advisors LLC 520.16%0.33%0.44%Q4 2021Q3 20237
Cinctive Capital Management LP 660.09%0.38%0.83%Q4 2021Q1 20237
BRINKER CAPITAL INC 610.01%0.23%1.50%Q2 2015Q2 20207
First Heartland Consultants, Inc. 770.03%0.19%0.41%Q1 2022Q3 20237
PBMares Wealth Management LLC 770.09%0.11%0.18%Q1 2022Q3 20237
BANK OF HAWAII 610.02%0.02%0.03%Q3 2014Q3 20237
Game Plan Financial Advisors, LLC 310.23%0.65%2.42%Q1 2020Q4 20227
MFA WEALTH ADVISORS, LLC 772.18%2.29%2.50%Q1 2022Q3 20237
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 770.01%0.02%0.06%Q1 2014Q3 20157
Peregrine Asset Advisers, Inc. 430.11%0.15%0.23%Q2 2021Q3 20237
Barrett Asset Management, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
Varma Mutual Pension Insurance Co 770.04%0.57%2.39%Q3 2021Q1 20237
New Capital Management LP 770.02%0.03%0.04%Q4 2016Q2 20187
CITY NATIONAL BANK 430.00%0.02%0.08%Q4 2013Q3 20157
Compass Financial Group, Inc. 773.80%4.21%4.92%Q2 2020Q4 20217
IBEX WEALTH ADVISORS 410.01%0.04%0.05%Q4 2016Q4 20227
TLP GROUP LLC 410.12%5.20%16.37%Q3 2017Q3 20197
Lokken Investment Group LLC 770.52%1.23%1.79%Q1 2022Q3 20237
McKinley Carter Wealth Services, Inc. 770.02%0.30%0.97%Q1 2022Q3 20237
SkyView Investment Advisors, LLC 610.01%0.31%0.58%Q1 2021Q3 20237
Hudson Bay Capital Management LP 510.00%0.12%0.42%Q4 2014Q2 20187
National Wealth Management Group, LLC 770.41%0.88%1.33%Q4 2021Q2 20237
XR Securities LLC 410.01%0.65%4.20%Q4 2017Q4 20227
Strategies Wealth Advisors, LLC 430.06%0.08%0.10%Q4 2021Q3 20237
HAZLETT, BURT & WATSON, INC. 770.30%0.34%0.37%Q1 2022Q3 20237
CABANA LLC 310.02%4.16%9.75%Q4 2017Q2 20217
DRW Securities, LLC 210.02%0.06%0.11%Q1 2019Q2 20237
COLTON GROOME FINANCIAL ADVISORS, LLC 770.10%0.28%1.12%Q1 2022Q3 20237
COLLECTIVE FAMILY OFFICE LLC 610.09%0.14%0.20%Q4 2020Q4 20227
HOEY INVESTMENTS, INC 610.00%0.00%0.00%Q1 2021Q3 20237
Ford Financial Group, LLC 510.02%0.24%0.56%Q4 2017Q4 20227
CONSILIO WEALTH ADVISORS, LLC 772.19%4.28%5.49%Q1 2022Q3 20237
W.G. Shaheen & Associates DBA Whitney & Co 770.06%0.07%0.08%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.41%0.52%0.69%Q4 2021Q3 20237
SAXON INTERESTS, INC. 771.61%2.22%2.66%Q4 2021Q2 20237
NovaPoint Capital, LLC 770.18%0.24%0.30%Q1 2022Q3 20237
Integrated Investment Consultants, LLC 510.00%0.01%0.02%Q1 2016Q1 20187
Placemark Investments, Inc. 770.04%0.14%0.64%Q2 2013Q4 20147
TCWP LLC 770.05%0.30%0.86%Q4 2021Q2 20237
AlphaCentric Advisors LLC 770.04%0.06%0.08%Q2 2020Q4 20217
BOSTON ADVISORS LLC 520.01%0.01%0.01%Q4 2014Q1 20197
Laffer Tengler Investments, Inc. 770.01%0.02%0.02%Q1 2015Q3 20167
PacWest Financial Management Inc 520.13%0.15%0.18%Q1 2015Q4 20167
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 770.68%1.97%2.77%Q1 2022Q3 20237
Quadrant Capital Management, LLC 770.12%0.14%0.16%Q2 2018Q4 20197
MANCHESTER FINANCIAL INC 610.01%0.01%0.02%Q2 2019Q1 20217
Steward Financial Group LLC 430.02%0.04%0.07%Q4 2021Q3 20237
WNY Asset Management, LLC 510.04%0.08%0.11%Q4 2020Q3 20237
DUBUQUE BANK & TRUST CO 310.01%0.17%0.57%Q3 2013Q4 20177
Bellwether Advisors, LLC 614.85%10.26%16.98%Q3 2021Q2 20237
Pinz Capital Management, LP 520.06%3.19%10.70%Q2 2020Q1 20227
Maven Securities LTD 210.01%0.16%0.33%Q4 2019Q3 20227
BNC WEALTH MANAGEMENT, LLC 770.42%0.82%1.30%Q1 2022Q3 20237
SUMMIT FINANCIAL GROUP, INC. 770.14%0.27%0.37%Q1 2022Q3 20237
Crossmark Global Holdings, Inc. 610.01%0.01%0.02%Q3 2016Q4 20187
MCMILLION CAPITAL MANAGEMENT INC 410.01%0.01%0.02%Q2 2019Q3 20227
GUGGENHEIM CAPITAL LLC 520.00%0.04%0.05%Q2 2013Q1 20167
Rockbridge Investment Management, LCC 770.04%0.04%0.04%Q2 2020Q4 20217
Precision Wealth Strategies, LLC 770.20%0.45%0.72%Q4 2021Q2 20237
SILVER OAK SECURITIES, INCORPORATED 770.06%0.12%0.42%Q1 2022Q3 20237
SIMMONS FIRST TRUST CO NA 520.20%0.42%0.82%Q2 2013Q4 20157
GSA CAPITAL PARTNERS LLP 430.03%0.10%0.34%Q1 2021Q3 20237
Ballew Advisors, Inc 430.03%0.31%0.98%Q1 2018Q2 20217
USAdvisors Wealth Management, LLC 770.12%0.31%0.46%Q1 2022Q3 20237
Allie Family Office LLC 610.19%0.42%1.73%Q4 2021Q3 20237
Rollins Financial 770.08%0.14%0.22%Q1 2022Q3 20237
L.M. KOHN & COMPANY 770.26%0.33%0.46%Q1 2022Q3 20237
Brendel Financial Advisors LLC 770.47%0.90%1.49%Q3 2021Q1 20237
Cordasco Financial Network 770.00%0.02%0.05%Q4 2017Q2 20197
Ritter Daniher Financial Advisory LLC / DE 660.01%0.01%0.01%Q2 2022Q3 20236
ANDERSON HOAGLAND & CO 660.14%0.25%0.32%Q2 2022Q3 20236
BHF Kleinwort Benson Group S.A. 660.00%0.01%0.01%Q2 2014Q3 20156
Aevitas Wealth Management, Inc. 660.04%0.05%0.07%Q4 2017Q1 20196
Catamount Wealth Management 330.01%0.13%0.27%Q4 2014Q1 20196
MUNDER CAPITAL MANAGEMENT 660.00%0.00%0.00%Q2 2013Q3 20146
Optimum Quantvest Corp 669.11%13.60%19.86%Q2 2019Q3 20206
Hefty Wealth Partners 310.01%1.45%2.03%Q1 2016Q1 20186
17 CAPITAL PARTNERS, LLC 660.39%0.50%0.62%Q2 2021Q3 20226
Visium Asset Management, LP 510.01%0.01%0.03%Q2 2013Q4 20156
Meridian Wealth Partners, LLC 660.02%0.05%0.06%Q4 2019Q1 20216
Round Table Services, LLC 660.05%0.07%0.10%Q2 2020Q3 20216
360 Financial, Inc. 510.32%2.48%4.79%Q2 2020Q2 20236
Cullen Capital Management, LLC 310.02%0.09%0.15%Q4 2021Q3 20236
Madrona Financial Services, LLC 661.29%1.46%1.67%Q2 2019Q3 20206
Claybrook Capital, LLC 510.00%0.30%0.51%Q4 2018Q2 20206
Greytown Advisors Inc. 510.10%0.12%0.14%Q2 2021Q4 20226
TKG Advisors, LLC 661.27%1.46%1.83%Q2 2022Q3 20236
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.01%0.03%0.07%Q1 2016Q1 20186
Buckley Wealth Management, LLC 660.22%0.23%0.24%Q4 2017Q1 20196
Advisors Capital Management, LLC 510.01%0.01%0.01%Q1 2021Q3 20236
Granite Point Capital Management, L.P. 311.87%3.84%6.33%Q3 2018Q3 20206
Bach Option Ltd 440.27%0.46%0.78%Q4 2018Q3 20196
Corsicana & Co. 660.26%0.27%0.28%Q2 2021Q3 20226
Red Door Wealth Management, LLC 310.01%0.20%0.38%Q1 2020Q2 20236
Investors Research Corp 660.02%0.03%0.03%Q2 2022Q3 20236
Crosspoint Capital Strategies, LLC 510.03%0.07%0.22%Q4 2013Q4 20156
Legacy Financial Advisors, Inc. 660.01%0.01%0.01%Q4 2017Q1 20196
SILVERLAKE WEALTH MANAGEMENT LLC 420.13%0.17%0.20%Q1 2022Q3 20236
CETERA INVESTMENT MANAGEMENT LLC 660.33%1.17%1.54%Q4 2015Q1 20176
G&S Capital LLC 660.79%0.93%1.10%Q2 2022Q3 20236
Capital Square, LLC 660.20%0.22%0.26%Q1 2022Q2 20236
Householder Group Estate & Retirement Specialist, LLC 410.67%0.91%1.28%Q4 2021Q3 20236
Gyon Technologies Capital Management, LP 660.45%0.63%0.97%Q4 2020Q1 20226
ARS Wealth Advisors Group, LLC 660.03%0.04%0.06%Q3 2021Q4 20226
Crossvault Capital Management LLC 660.07%0.07%0.08%Q1 2021Q2 20226
Econ Financial Services Corp 510.28%1.01%2.21%Q4 2021Q3 20236
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
Lee Capital Management LP 661.05%1.29%1.43%Q4 2016Q1 20186
Brightworth 660.05%0.12%0.18%Q4 2016Q1 20186
Regal Wealth Group, Inc. 660.00%0.01%0.03%Q4 2019Q1 20216
Pinion Investment Advisors, LLC 660.23%0.38%0.62%Q3 2021Q4 20226
DELTEC ASSET MANAGEMENT LLC 420.17%1.08%1.61%Q1 2022Q3 20236
Gemmer Asset Management LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Pensionmark Financial Group, LLC 660.20%0.24%0.29%Q2 2020Q3 20216
WATERS PARKERSON & CO., LLC 660.05%0.06%0.10%Q4 2016Q1 20186
Samalin Investment Counsel, LLC 410.09%0.12%0.14%Q4 2019Q3 20236
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.07%0.37%1.20%Q2 2015Q3 20166
CASTLE WEALTH MANAGEMENT LLC 660.15%0.20%0.25%Q2 2022Q3 20236
Procyon Advisors, LLC 420.01%0.11%0.54%Q1 2020Q3 20236
Elite Wealth Management, Inc. 210.01%0.21%0.53%Q3 2012Q1 20186
Coastwise Capital Group, LLC 660.26%0.30%0.34%Q2 2022Q3 20236
QCM Cayman, Ltd. 110.07%0.18%0.30%Q1 2014Q4 20206
Bridgewater Wealth & Financial Management, LLC 660.08%0.09%0.09%Q1 2016Q2 20176
PRUDENTIAL PLC 510.01%0.06%0.30%Q1 2022Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.05%0.06%0.06%Q2 2021Q4 20226
Ellevest, Inc. 310.00%0.01%0.02%Q2 2019Q4 20216
Lansing Street Advisors 660.26%0.70%1.28%Q1 2022Q2 20236
WEXFORD CAPITAL LP 210.22%2.93%11.28%Q1 2015Q3 20236
Intrepid Financial Planning Group LLC 661.11%1.22%1.34%Q2 2022Q3 20236
Coury Firm Asset Management LLC 420.17%0.80%1.10%Q4 2021Q2 20236
PRINCIPAL FINANCIAL GROUP INC 310.00%0.00%0.00%Q1 2019Q3 20236
Danda Trouve Investment Management, Inc. 510.07%0.23%0.32%Q4 2019Q3 20226
LOGAN CAPITAL MANAGEMENT INC 660.00%0.00%0.00%Q2 2022Q3 20236
Bridgewater Advisors Inc. 660.06%0.08%0.12%Q1 2021Q2 20226
JOURNEY STRATEGIC WEALTH LLC 510.06%0.10%0.16%Q1 2022Q3 20236
XPONANCE, INC. 660.05%0.19%0.36%Q4 2013Q1 20156
Carson Advisory Inc. 660.22%0.29%0.36%Q2 2022Q3 20236
NORTHSTAR INVESTMENT ADVISORS LLC 510.03%0.04%0.04%Q4 2019Q2 20216
Lourd Capital, LLC 660.11%0.13%0.21%Q1 2015Q2 20166
SMITHBRIDGE ASSET MANAGEMENT INC/DE 660.39%0.54%0.60%Q3 2021Q4 20226
MARINER INVESTMENT GROUP LLC 550.01%0.04%0.13%Q2 2013Q2 20146
SPOT TRADING L.L.C. 220.06%0.16%0.30%Q2 2017Q3 20176
Loudon Investment Management, LLC 330.14%0.24%0.34%Q3 2020Q1 20226
Susquehanna International Group Ltd. 420.37%3.95%15.21%Q2 2019Q3 20236
INVESTMENT ADVISORY SERVICES INC /TX /ADV 660.16%0.19%0.22%Q2 2022Q3 20236
CHICAGO TRUST Co NA 510.05%0.07%0.08%Q2 2021Q1 20236
Integer Wealth Advisors Group LLC 661.41%1.97%2.33%Q4 2019Q1 20216
CADENCE BANK NA 660.06%0.27%1.28%Q2 2021Q3 20226
jvl associates llc 662.46%2.62%2.89%Q4 2017Q1 20196
Ergoteles LLC 420.12%0.55%1.11%Q4 2020Q4 20226
Gary Goldberg Planning Services Inc 660.01%0.01%0.01%Q3 2013Q4 20146
REDMONT WEALTH ADVISORS LLC 660.92%1.02%1.09%Q4 2021Q1 20236
KMS FINANCIAL SERVICES, INC 660.10%0.14%0.19%Q2 2013Q3 20146
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 510.00%0.01%0.01%Q3 2017Q3 20236
Pure Financial Advisors, LLC 510.02%0.03%0.09%Q4 2018Q4 20236
Atlas Private Wealth Advisors 660.06%0.08%0.10%Q2 2020Q3 20216
Miramar Capital, LLC 210.05%0.06%0.08%Q2 2021Q2 20236
Northwest Bancshares, Inc. 660.06%0.07%0.08%Q2 2020Q3 20216
Freedman Financial Associates, Inc. 660.20%0.20%0.22%Q4 2020Q1 20226
Wealth Quarterback LLC 220.01%0.69%2.42%Q4 2019Q3 20236
PACIFIC SUN FINANCIAL CORP 410.13%0.34%0.75%Q4 2017Q2 20236
FEDERATED HERMES, INC. 330.00%0.00%0.00%Q1 2020Q4 20216
Aspire Capital Advisors LLC 661.63%3.96%5.46%Q2 2022Q3 20236
IMC-Chicago, LLC 310.00%0.02%0.03%Q3 2019Q2 20236
SPHERA FUNDS MANAGEMENT LTD. 660.39%1.01%2.13%Q4 2013Q1 20156
Legacy Capital Partners, Inc. 660.20%0.29%0.34%Q4 2020Q1 20226
Counsel Portfolio Services Inc. 510.41%0.57%0.80%Q2 2014Q2 20166
RUSSELL FRANK CO/ 660.00%0.00%0.00%Q3 2013Q4 20146
PARTNERS CAPITAL INVESTMENT GROUP, LLP 661.66%1.99%2.34%Q4 2020Q1 20226
1607 Capital Partners, LLC 420.07%0.21%0.31%Q1 2018Q4 20226
Global X Management CO LLC 310.04%0.14%0.26%Q2 2015Q3 20176
HARVEST GROUP WEALTH MANAGEMENT, LLC 660.02%0.03%0.05%Q3 2019Q4 20206
Wellington Shields & Co., LLC 660.01%0.02%0.03%Q2 2022Q3 20236
Caption Management, LLC 420.02%0.22%0.95%Q2 2021Q4 20226
AMJ Financial Wealth Management 660.29%0.42%0.70%Q3 2021Q4 20226
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
FNY Managed Accounts LLC 210.00%0.23%0.93%Q2 2015Q4 20176
First Bancorp, Inc /ME/ 661.22%1.60%1.72%Q2 2022Q3 20236
Hanson & Doremus Investment Management 660.00%0.00%0.00%Q2 2022Q3 20236
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 510.56%0.89%2.13%Q1 2014Q1 20226
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 660.25%0.29%0.34%Q4 2020Q1 20226
Capital Bank & Trust Co 510.00%0.00%0.01%Q1 2019Q1 20216
Optiver Holding B.V. 310.00%0.00%0.01%Q4 2021Q3 20236
Stonebridge Financial Planning Group, LLC 660.14%1.34%1.88%Q2 2022Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Berman Capital Advisors, LLC 510.05%0.07%0.15%Q4 2017Q4 20196
Capital Advisors Wealth Management, LLC 550.24%0.71%0.85%Q3 2022Q3 20235
Global Assets Advisory, LLC 551.68%1.97%2.32%Q3 2022Q3 20235
Centerpoint Advisors, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Client First Capital LLC 554.38%4.70%5.17%Q3 2022Q3 20235
Crescent Capital Consulting, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
FIRST NATIONAL BANK SIOUX FALLS 550.23%0.28%0.34%Q2 2021Q2 20225
Privium Fund Management (UK) Ltd 415.23%7.13%9.04%Q1 2022Q3 20235
Assured Investment Management LLC 550.02%0.03%0.04%Q2 2013Q2 20145
QUANTUM CAPITAL MANAGEMENT 550.02%0.03%0.06%Q3 2019Q3 20205
Strategic Asset Management, LLC 550.07%0.10%0.15%Q3 2021Q3 20225
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Watermark Asset Management, Inc. 550.01%0.01%0.01%Q1 2017Q1 20185
10-15 ASSOCIATES, INC. 550.29%0.38%0.55%Q3 2019Q3 20205
JSF Financial, LLC 410.22%0.78%1.49%Q2 2022Q3 20235
Stegent Equity Advisors, Inc. 551.32%2.18%4.46%Q3 2022Q3 20235
Fusion Investment Group, LLC 550.72%1.62%2.76%Q4 2014Q4 20155
Colonial Trust Co / SC 550.06%0.08%0.10%Q3 2022Q3 20235
Wedmont Private Capital 410.03%0.04%0.06%Q1 2022Q3 20235
Tibra Equities Europe Ltd 310.51%3.26%9.49%Q4 2017Q4 20205
Capstone Triton Financial Group, LLC 550.12%0.20%0.50%Q4 2020Q4 20215
Edge Capital Group, LLC 310.01%0.02%0.02%Q4 2019Q1 20235
MIRABELLA FINANCIAL SERVICES LLP 210.09%0.32%0.89%Q4 2020Q3 20235
Windsor Wealth Management, Inc. 410.05%0.06%0.07%Q4 2020Q1 20225
Farmers National Bank 320.00%0.00%0.00%Q4 2017Q2 20195
DSC Advisors, L.P. 550.18%0.38%0.46%Q1 2014Q1 20155
QCI ASSET MANAGEMENT INC/NY 550.00%0.00%0.00%Q4 2018Q4 20195
Cadence Bank 550.02%0.02%0.02%Q3 2022Q3 20235
Jackson Wealth Management, LLC 410.10%0.44%1.71%Q4 2014Q4 20225
FIRST NIAGARA BANK 550.07%0.08%0.10%Q2 2015Q2 20165
Camelot Portfolios, LLC 320.14%0.17%0.20%Q2 2018Q4 20195
TCG Advisory Services, LLC 320.06%0.18%0.62%Q2 2021Q3 20225
Hirtle Callaghan & Co LLC 410.00%0.04%0.17%Q1 2017Q2 20195
Graham Capital Management, L.P. 210.05%0.22%0.38%Q2 2015Q2 20215
Simplicity Wealth,LLC 410.13%1.65%3.74%Q4 2021Q3 20235
Ionic Capital Management LLC 210.01%0.14%0.43%Q3 2013Q2 20185
Bensler, LLC 552.02%2.48%3.21%Q2 2022Q2 20235
EUDAIMONIA ADVISORS LLC 550.15%0.18%0.23%Q4 2021Q4 20225
Delek Group, Ltd. 410.01%0.01%0.02%Q4 2017Q1 20195
SYMONS CAPITAL MANAGEMENT INC 550.21%0.35%0.58%Q3 2019Q3 20205
Sterling Manor Financial, LLC 411.36%2.10%3.75%Q4 2021Q2 20235
Clean Yield Group 410.01%0.01%0.01%Q4 2020Q1 20225
Empyrean Capital Partners, LP 110.19%2.35%8.94%Q2 2013Q2 20185
Choice Wealth Advisors, LLC 410.18%1.25%5.49%Q2 2022Q3 20235
Vigilare Wealth Management 550.16%0.38%0.64%Q4 2022Q4 20235
Morningstar Investment Services LLC 550.06%0.40%1.70%Q2 2013Q2 20145
Edmond de Rothschild (Europe) 550.05%0.08%0.10%Q2 2015Q2 20165
KLS Professional Advisors Group, LLC 410.01%0.03%0.04%Q4 2017Q1 20195
LMCG INVESTMENTS, LLC 550.03%0.05%0.09%Q3 2022Q3 20235
PINNBROOK CAPITAL MANAGEMENT LP 550.26%2.94%6.26%Q4 2021Q4 20225
B. Riley Financial, Inc. 410.11%0.20%0.25%Q4 2015Q3 20175
Stockman Wealth Management, Inc. 410.16%0.62%0.79%Q4 2016Q3 20235
Ratio Wealth Group 320.34%0.37%0.41%Q2 2022Q3 20235
Eldridge Investment Advisors, Inc. 210.06%0.07%0.07%Q4 2021Q3 20235
Blue Edge Capital, LLC 551.36%1.66%2.11%Q4 2014Q4 20155
Florence Capital Advisors, LLC 550.16%0.35%0.59%Q4 2016Q4 20175
Rappaport Reiches Capital Management, LLC 550.13%0.15%0.17%Q1 2022Q1 20235
Soundwatch Capital LLC 210.03%0.07%0.14%Q2 2020Q3 20235
FIRST HORIZON CORP 410.07%0.22%0.27%Q2 2013Q2 20215
GHP Investment Advisors, Inc. 550.00%0.01%0.01%Q1 2022Q1 20235
Eisler Capital (UK) Ltd. 550.46%2.79%5.31%Q1 2021Q1 20225
Summit Trail Advisors, LLC 551.20%1.84%2.26%Q3 2022Q3 20235
GERMAN AMERICAN BANCORP, INC. 110.08%0.21%0.60%Q4 2018Q4 20225
McClarren Financial Advisors, Inc. 550.02%0.02%0.02%Q3 2022Q3 20235
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 550.21%0.60%2.00%Q4 2020Q4 20215
Pinnacle Wealth Management Group, Inc. 410.16%0.24%0.34%Q2 2021Q4 20225
ONTARIO TEACHERS PENSION PLAN BOARD 320.15%1.41%4.84%Q2 2015Q3 20205
Balboa Wealth Partners 550.22%0.31%0.51%Q3 2022Q3 20235
Mayfair Advisory Group, LLC 550.43%0.54%0.59%Q2 2022Q2 20235
Savior LLC 410.01%0.01%0.02%Q4 2019Q2 20215
WealthPlan Investment Management, LLC 410.01%0.05%0.11%Q1 2022Q2 20235
FOSTER DYKEMA CABOT & CO INC/MA 551.50%2.08%2.46%Q3 2022Q3 20235
TECTONIC ADVISORS LLC 550.00%0.02%0.04%Q4 2020Q4 20215
Sanford Advisory Services, LLC 550.05%0.07%0.09%Q4 2021Q4 20225
Fiduciary Trust Co International of Pennsylvania 410.01%0.05%0.07%Q2 2018Q3 20195
Rotella Capital Management, Inc. 410.38%0.86%1.84%Q2 2013Q3 20145
ARVEST TRUST CO N A 550.61%0.65%0.68%Q3 2022Q3 20235
Ironwood Financial, llc 550.00%0.00%0.00%Q3 2020Q3 20215
HHM Wealth Advisors, LLC 410.00%0.00%0.01%Q2 2022Q3 20235
NORTHWEST WEALTH MANAGEMENT, LLC 550.01%0.01%0.01%Q1 2018Q1 20195
Parkside Advisors LLC 550.12%0.13%0.17%Q4 2022Q4 20235
WEALTHFRONT Corp 550.00%0.00%0.00%Q3 2014Q3 20155
GoalVest Advisory LLC 410.00%1.16%1.59%Q2 2021Q4 20225
Gupta Wealth Management LLC 550.01%0.05%0.08%Q1 2015Q1 20165
UNIVEST FINANCIAL Corp 210.10%0.21%0.48%Q4 2016Q4 20225
SVB Investment Services Inc. 550.02%0.04%0.05%Q4 2019Q4 20205
Welch Group, LLC 210.01%0.03%0.07%Q3 2015Q3 20235
Solitude Financial Services 550.95%1.71%2.16%Q4 2020Q4 20215
Core Wealth Advisors, Inc. 550.00%0.01%0.03%Q3 2022Q3 20235
BCGM Wealth Management, LLC 550.10%0.66%1.05%Q3 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.01%0.92%1.98%Q4 2016Q4 20175
Strategic Investment Advisors / MI 310.08%0.29%0.43%Q2 2019Q2 20235
Patriot Wealth Management, Inc. 410.32%1.17%1.46%Q2 2015Q3 20175
BERRY GROUP, LLC 550.31%0.38%0.45%Q4 2019Q4 20205
Mezzasalma Advisors, LLC 550.55%0.66%0.73%Q3 2022Q3 20235
Biltmore Capital Advisors LLC 550.08%0.16%0.22%Q4 2020Q4 20215
BARRETT & COMPANY, INC. 550.04%0.04%0.04%Q3 2022Q3 20235
Glovista Investments LLC 210.11%1.34%3.95%Q3 2017Q4 20215
Golden State Equity Partners 210.08%0.18%0.49%Q4 2020Q3 20235
CoreCap Advisors, LLC 550.78%0.96%1.20%Q4 2021Q4 20225
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 211.00%2.09%3.78%Q1 2014Q3 20175
RESOLUTE FINANCIAL, LLC 550.33%0.38%0.44%Q4 2021Q4 20225
Birchcreek Wealth Management, LLC 410.09%0.59%1.45%Q4 2020Q3 20235
FWL INVESTMENT MANAGEMENT, LLC 310.03%0.10%0.15%Q4 2021Q3 20235
Stonehage Fleming (UK) Ltd 410.02%0.02%0.02%Q1 2014Q4 20155
High Net Worth Advisory Group LLC 550.04%0.04%0.04%Q4 2021Q4 20225
Capitol Family Office, Inc. 414.96%6.20%7.67%Q4 2021Q3 20235
Lake Hills Wealth Management, LLC 412.17%4.22%7.25%Q4 2021Q3 20235
Johns Hopkins University 552.88%7.95%25.00%Q1 2021Q1 20225
BW Gestao de Investimentos Ltda. 210.00%1.85%4.88%Q2 2017Q4 20215
Fortune 45 LLC 550.46%1.99%2.96%Q1 2022Q1 20235
BCS Wealth Management 550.10%0.16%0.20%Q3 2022Q3 20235
INTREPID CAPITAL MANAGEMENT INC 550.22%0.27%0.34%Q3 2022Q3 20235
TITLEIST CAPITAL, LLC 550.13%0.15%0.18%Q4 2021Q4 20225
Concentrum Wealth Management 551.09%1.19%1.50%Q3 2022Q3 20235
ASB Consultores, LLC 550.09%0.16%0.33%Q2 2022Q2 20235
HighTower Trust Company, N.A. 550.04%0.05%0.07%Q4 2021Q4 20225
Aris Wealth Services, Inc. 550.18%0.28%0.45%Q2 2014Q2 20155
Auxano Advisors, LLC 550.08%0.09%0.11%Q3 2022Q3 20235
Horan Capital Advisors, LLC. 210.03%0.03%0.03%Q3 2017Q3 20205
TIFF ADVISORY SERVICES, LLC 414.72%10.01%12.58%Q4 2018Q3 20235
MAPLE SECURITIES USA INC 320.02%0.28%0.49%Q2 2013Q3 20145
ROMANO BROTHERS AND COMPANY 550.05%0.09%0.25%Q3 2022Q3 20235
AAF Wealth Management, LLC 554.08%4.48%4.75%Q3 2022Q3 20235
Harrison & Co Wealth Management, LLC 554.08%4.45%4.91%Q4 2021Q4 20225
Aspire Wealth Management Corp 550.00%0.00%0.00%Q4 2021Q4 20225
Legacy Capital Wealth Partners, LLC 550.11%1.32%2.31%Q3 2022Q3 20235
Stephens Consulting, LLC 440.06%0.07%0.08%Q1 2022Q4 20224
CLARK FINANCIAL SERVICES GROUP INC /BD 440.97%1.00%1.04%Q2 2021Q1 20224
Brookfield Asset Management 440.01%0.02%0.03%Q2 2022Q1 20234
AGF MANAGEMENT LTD 440.41%0.78%1.03%Q4 2022Q3 20234
FCG ADVISORS, LLC 440.07%0.07%0.07%Q4 2019Q3 20204
MORGENS WATERFALL VINTIADIS & CO INC 310.98%1.37%1.93%Q1 2014Q3 20174
Temasek Holdings (Private) Ltd 310.12%0.15%0.23%Q3 2020Q2 20224
SUMITOMO MITSUI FINANCIAL GROUP, INC. 440.63%1.55%1.96%Q2 2022Q1 20234
TOWER TRUST Co 441.18%1.31%1.42%Q2 2013Q1 20144
HANSEATIC MANAGEMENT SERVICES INC 310.00%0.01%0.01%Q2 2013Q4 20194
VALLEY FINANCIAL MANAGEMENT, INC. 443.32%4.04%5.12%Q3 2022Q2 20234
STEEL GROVE CAPITAL ADVISORS, LLC 210.10%0.27%0.68%Q3 2015Q4 20184
SOMERVILLE KURT F 440.12%0.14%0.15%Q4 2021Q3 20224
REGENTATLANTIC CAPITAL LLC 440.01%0.01%0.01%Q4 2021Q3 20224
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 310.01%0.01%0.01%Q4 2019Q2 20214
Laird Norton Wetherby Wealth Management, LLC 210.01%0.02%0.05%Q2 2015Q4 20174
OVERSEA-CHINESE BANKING Corp Ltd 440.16%0.73%1.02%Q4 2022Q3 20234
BOENNING & SCATTERGOOD, INC. 440.04%0.04%0.05%Q1 2022Q4 20224
FRONTIER INVESTMENT MGMT CO 440.01%0.02%0.02%Q3 2019Q2 20204
FARMERS TRUST CO 440.72%0.92%0.99%Q4 2022Q3 20234
MCDONALD PARTNERS LLC 440.05%0.76%2.88%Q3 2021Q2 20224
Texas Yale Capital Corp. 310.01%0.01%0.01%Q4 2021Q2 20234
Pineno Levin & Ford Asset Management, Inc. 440.07%0.07%0.07%Q1 2021Q4 20214
GTS SECURITIES LLC 220.02%0.37%1.39%Q2 2023Q3 20234
Ensign Peak Advisors, Inc 440.01%0.02%0.03%Q3 2021Q2 20224
EXCHANGE TRADED CONCEPTS, LLC 440.93%2.14%2.72%Q3 2020Q2 20214
K2 PRINCIPAL FUND, L.P. 210.06%0.29%0.64%Q4 2014Q2 20214
ArrowMark Colorado Holdings LLC 440.11%0.33%0.83%Q2 2013Q1 20144
Live Your Vision, LLC 440.01%0.01%0.02%Q2 2018Q1 20194
Charles Schwab Investment Advisory, Inc. 440.14%0.16%0.19%Q4 2018Q3 20194
SPROTT INC. 220.02%0.02%0.03%Q3 2014Q3 20154
Axiom Investment Management LLC 310.00%0.10%0.28%Q1 2019Q3 20224
Autus Asset Management, LLC 210.05%0.05%0.06%Q1 2015Q2 20164
ARGI Investment Services, LLC 440.02%0.03%0.04%Q1 2022Q4 20224
Banco BTG Pactual S.A. 210.07%0.22%0.36%Q1 2017Q2 20234
Pension Partners, LLC 211.05%1.73%2.38%Q2 2014Q4 20154
Duquesne Family Office 440.70%1.02%1.35%Q4 2013Q3 20144
Noven Financial Group, Inc. 440.27%0.29%0.34%Q4 2014Q3 20154
ALETHEA CAPITAL MANAGEMENT, LLC 440.55%0.78%1.07%Q4 2014Q3 20154
Column Capital Advisors, LLC 310.00%0.00%0.01%Q2 2020Q3 20234
VOLORIDGE INVESTMENT MANAGEMENT, LLC 210.04%1.00%1.83%Q2 2019Q1 20214
FNY Partners Fund LP 310.00%0.05%0.15%Q1 2017Q1 20184
Alpha Family Trust 442.75%3.09%3.63%Q4 2022Q3 20234
New Century Advisors, LLC 441.82%2.40%2.70%Q4 2021Q3 20224
Cumberland Partners Ltd 310.04%0.06%0.09%Q4 2018Q4 20224
Edge Advisors, LLC 220.00%0.01%0.01%Q4 2016Q2 20184
D. SCOTT NEAL, INC. 443.63%3.76%3.88%Q2 2021Q1 20224
GM Advisory Group, LLC 210.02%1.16%4.53%Q4 2016Q3 20234
ACCURATE INVESTMENT SOLUTIONS, INC. 440.01%0.01%0.01%Q3 2017Q2 20184
Palo Capital, Inc. 440.35%0.88%1.84%Q1 2018Q4 20184
J.P. Turner & Co Capital Mnagement, LLC 440.31%0.39%0.52%Q4 2014Q3 20154
KWMG, LLC 440.01%0.02%0.03%Q2 2018Q1 20194
1 NORTH WEALTH SERVICES LLC 221.40%1.47%1.54%Q4 2018Q4 20194
Gratus Capital, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 440.10%0.12%0.16%Q4 2022Q3 20234
Oliver Luxxe Assets LLC 440.16%0.18%0.23%Q2 2019Q1 20204
KHP Capital, LLC 442.82%2.92%3.11%Q4 2017Q3 20184
Independence Advisors, LLC 440.02%0.03%0.03%Q4 2019Q3 20204
Capital One Investing, Inc. 441.28%1.48%1.68%Q4 2018Q3 20194
ROBERTSON STEPHENS ADVISORS LLC 442.06%3.02%4.29%Q4 2016Q3 20174
REDW Wealth LLC 440.08%0.11%0.14%Q4 2022Q3 20234
Bryn Mawr Capital Management, LLC 440.11%0.16%0.18%Q4 2022Q3 20234
Ally Invest Advisors Inc. 440.04%0.05%0.07%Q4 2022Q3 20234
Intercontinental Wealth Advisors, LLC 440.21%0.23%0.24%Q4 2016Q3 20174
Slow Capital, Inc. 440.13%0.14%0.15%Q3 2018Q2 20194
Fulcrum Capital LLC 440.30%0.33%0.37%Q4 2022Q3 20234
NewDay Solutions, LLC 310.25%0.27%0.29%Q4 2018Q4 20194
Gryphon Financial Partners LLC 310.02%0.03%0.04%Q4 2017Q2 20224
Dragon Financial & Investment Group, LLC 441.65%2.79%3.95%Q4 2017Q3 20184
Luken Investment Analytics, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Keeler Thomas Management LLC 310.16%0.20%0.22%Q4 2019Q3 20234
Waterloo Capital, L.P. 310.22%0.26%0.30%Q1 2020Q3 20234
Financial Services Advisory Inc 312.45%10.78%18.34%Q3 2021Q4 20224
Q3 Asset Management 212.79%8.52%11.30%Q3 2018Q3 20214
Stewardship Financial Advisors, LLC 310.02%0.03%0.03%Q4 2019Q1 20214
Lee Capital Holdings LLC 442.18%2.61%3.06%Q1 2019Q4 20194
Strategic Wealth Management Group, LLC 440.12%0.14%0.16%Q3 2020Q2 20214
B&D White Capital Company, LLC 440.79%0.97%1.11%Q2 2022Q1 20234
Delta Investment Management, LLC 310.19%0.26%0.38%Q3 2019Q4 20204
Crumly & Associates Inc. 442.84%3.33%3.66%Q4 2022Q3 20234
Hardy Reed LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Paradigm Financial Partners, LLC 440.20%0.22%0.24%Q2 2020Q1 20214
Nalls Sherbakoff Group, LLC 310.02%0.03%0.07%Q4 2018Q3 20234
Y-Intercept (Hong Kong) Ltd 210.08%0.17%0.28%Q1 2021Q4 20224
Core Alternative Capital 220.00%0.07%0.24%Q3 2022Q3 20234
Legend Financial Advisors, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Tranquility Partners, LLC 440.10%0.11%0.14%Q4 2022Q3 20234
HILLTOP WEALTH ADVISORS, LLC 4414.87%16.16%17.72%Q4 2022Q3 20234
Firestone Capital Management 440.00%0.00%0.00%Q4 2020Q3 20214
Parcion Private Wealth LLC 210.05%0.82%2.93%Q4 2019Q1 20234
Future Financial Wealth Managment LLC 220.05%0.80%1.56%Q4 2021Q3 20234
Silversage Advisors 443.49%4.71%5.48%Q4 2019Q3 20204
Marks Group Wealth Management, Inc 440.06%0.06%0.07%Q4 2022Q3 20234
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 310.01%0.06%0.09%Q3 2021Q3 20224
HBC Financial Services, PLLC 440.01%0.01%0.02%Q4 2019Q3 20204
Horizon Wealth Management, LLC 440.12%0.53%0.90%Q1 2022Q4 20224
Fortis Group Advisors, LLC 310.18%0.53%1.23%Q3 2020Q3 20234
KWB Wealth 440.04%0.05%0.06%Q2 2022Q1 20234
Platform Technology Partners 440.10%0.11%0.12%Q4 2022Q3 20234
STABLEFORD CAPITAL II LLC 310.10%0.13%0.16%Q1 2022Q1 20234
Tandem Wealth Advisors LLC 442.46%3.02%4.65%Q4 2022Q3 20234
Mach-1 Financial Group, LLC 310.02%0.19%0.54%Q1 2022Q1 20234
West Financial Advisors, LLC 220.29%0.38%0.47%Q3 2021Q4 20224
MBL Wealth, LLC 440.50%0.57%0.63%Q1 2022Q4 20224
FIFTH LANE CAPITAL, LP 220.00%0.16%0.41%Q2 2022Q2 20234
Fermata Advisors, LLC 310.47%0.65%0.87%Q2 2022Q3 20234
Alaethes Wealth LLC 440.11%0.12%0.13%Q2 2021Q1 20224
Keystone Wealth Services, LLC 440.16%0.17%0.18%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.04%0.06%0.09%Q4 2022Q3 20234
GoalFusion Wealth Management, LLC 442.34%2.48%2.60%Q1 2023Q4 20234
Fifth Third Wealth Advisors LLC 440.10%0.22%0.48%Q1 2023Q4 20234
Highview Capital Management LLC/DE/ 310.23%0.31%0.51%Q4 2021Q3 20234
Manhattan West Asset Management, LLC 440.20%0.29%0.50%Q4 2022Q3 20234
BARNES PETTEY FINANCIAL ADVISORS, LLC 440.48%0.50%0.53%Q4 2022Q3 20234
SFG Wealth Management, LLC. 445.80%6.71%7.56%Q4 2022Q3 20234
H. L. Ormond & Company, LLC 440.26%0.31%0.36%Q4 2021Q3 20224
Kellett Wealth Advisors, LLC 444.26%4.44%4.66%Q4 2022Q3 20234
KRAEMATON INVESTMENT ADVISORS, INC 440.42%0.43%0.44%Q4 2022Q3 20234
G2 CAPITAL MANAGEMENT, LLC / OH 440.28%0.63%0.78%Q2 2022Q1 20234
Pinnacle Wealth Management, LLC 220.30%0.40%0.54%Q3 2022Q3 20234
KARLINSKI ANDREW C 441.62%1.85%2.10%Q4 2021Q3 20224
SageView Advisory Group, LLC 440.23%0.30%0.47%Q4 2022Q3 20234
Asset Allocation Strategies LLC 442.54%2.79%3.09%Q4 2022Q3 20234
Carr Financial Group Corp 440.13%0.15%0.18%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.01%0.01%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.04%0.09%0.13%Q4 2022Q3 20234
DecisionPoint Financial, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Tevis Investment Management 440.02%0.05%0.08%Q4 2021Q3 20224
Vertex Planning Partners, LLC 440.14%0.16%0.21%Q4 2022Q3 20234
Corient Private Wealth LLC 440.04%0.04%0.06%Q4 2022Q3 20234
Lodestone Wealth Management LLC 440.39%0.50%0.62%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Ethos Financial Group, LLC 440.08%0.11%0.12%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.07%0.08%0.08%Q4 2022Q3 20234
Sharper & Granite LLC 442.51%2.66%2.80%Q4 2022Q3 20234
Shira Ridge Wealth Management 443.33%3.42%3.61%Q4 2022Q3 20234
Family Asset Management, LLC 440.34%0.51%0.75%Q4 2022Q3 20234
SP Asset Management LLC 442.46%2.70%3.19%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.37%0.42%0.49%Q4 2022Q3 20234
Phillips Wealth Planners LLC 441.72%1.99%2.25%Q4 2022Q3 20234
Register Financial Advisors LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Talisman Wealth Advisors LLC 440.83%0.92%1.07%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.15%0.16%0.18%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.03%0.03%0.04%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.92%1.16%1.75%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
PETREDIS INVESTMENT ADVISORS LLC 441.18%1.24%1.31%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 441.56%1.60%1.66%Q4 2022Q3 20234
Arista Wealth Management, LLC 440.12%0.16%0.21%Q4 2022Q3 20234
River Street Advisors LLC 440.38%0.49%0.60%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Eley Financial Management, Inc 440.22%0.24%0.25%Q4 2022Q3 20234
STAR Financial Bank 440.26%0.27%0.28%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.12%0.15%0.22%Q4 2022Q3 20234
Clifford Group, LLC 440.87%0.98%1.10%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.05%0.06%0.06%Q4 2022Q3 20234
AlphaQ Advisors LLC 442.45%2.70%3.01%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.08%0.11%0.13%Q4 2022Q3 20234
Sonoma Private Wealth LLC 441.08%1.44%2.26%Q4 2022Q3 20234
Park Place Capital Corp 440.00%0.00%0.01%Q4 2022Q3 20234
True Wealth Design, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.60%0.66%0.72%Q4 2022Q3 20234
Alpha Financial Partners, LLC 440.26%0.30%0.36%Q4 2022Q3 20234
CONTINUUM WEALTH ADVISORS, LLC 440.30%0.42%0.71%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.06%0.08%0.09%Q4 2022Q3 20234
Granite Harbor Advisors, Inc. 442.86%3.25%3.86%Q4 2022Q3 20234
LUTS & GREENLEIGH GROUP, INC 440.25%0.26%0.27%Q4 2022Q3 20234
Sebold Capital Management, Inc. 440.22%0.25%0.29%Q4 2022Q3 20234
CHANNEL WEALTH LLC 440.41%0.58%0.66%Q1 2023Q4 20234
Quintet Private Bank (Europe) S.A. 310.01%0.01%0.01%Q2 2022Q3 20234
New Republic Capital, LLC 440.07%0.09%0.11%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.02%0.04%0.05%Q4 2022Q3 20234
Knollwood Investment Advisory, LLC 440.47%0.86%1.13%Q4 2022Q3 20234
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 440.00%0.00%0.00%Q4 2022Q3 20234
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 440.14%0.15%0.19%Q4 2013Q3 20144
U S GLOBAL INVESTORS INC 210.20%0.32%0.44%Q2 2017Q2 20194
ALLEGHANY CORP /DE 442.56%5.93%7.94%Q1 2015Q4 20154
LEVEL FOUR FINANCIAL, LLC 440.22%0.33%0.43%Q4 2020Q3 20214
TRAIN BABCOCK ADVISORS LLC 310.18%0.28%0.35%Q4 2016Q4 20174
Atlantic Union Bankshares Corp 220.02%0.02%0.02%Q4 2020Q4 20214
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.05%0.29%0.66%Q3 2015Q1 20184
FolioMetrix LLC 332.43%2.50%2.63%Q4 2014Q2 20153
BLB&B Advisors, LLC 330.08%0.09%0.09%Q1 2015Q3 20153
JT Stratford LLC 210.06%0.21%0.50%Q4 2016Q3 20233
Paragon Capital Management LLC 210.01%0.01%0.01%Q1 2019Q1 20203
BIVIN & ASSOCIATES, INC. 330.01%0.01%0.01%Q4 2021Q2 20223
Shepherd Financial Partners LLC 330.05%0.06%0.06%Q2 2018Q4 20183
Crabel Capital Management, LLC 210.06%0.22%0.44%Q2 2019Q4 20203
Sofinnova Investments, Inc. 212.03%2.45%3.20%Q4 2020Q3 20223
GIRARD SECURITIES, INC. 330.16%0.18%0.20%Q1 2017Q3 20173
Stone House Investment Management, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
Glen Harbor Capital Management LLC 330.12%0.22%0.27%Q1 2017Q3 20173
Crow Point Partners, LLC 110.00%0.06%0.18%Q3 2017Q2 20193
Eagle Bay Advisors LLC 330.01%0.01%0.01%Q2 2021Q4 20213
SANDERS MORRIS HARRIS LLC 330.19%0.94%2.07%Q1 2016Q3 20163
MISSION WEALTH MANAGEMENT, LP 210.01%0.02%0.03%Q2 2020Q1 20233
Tyers Asset Management LLC 330.26%0.46%0.57%Q1 2017Q3 20173
Pinnacle Private Wealth, LLC 330.17%0.18%0.21%Q4 2021Q2 20223
LifePro Asset Management 330.24%0.25%0.27%Q3 2022Q1 20233
Cambria Investment Management, L.P. 330.06%0.15%0.22%Q4 2014Q2 20153
First Command Advisory Services, Inc. 210.00%1.47%4.41%Q4 2017Q3 20233
State of Tennessee, Treasury Department 210.08%0.17%0.22%Q3 2013Q2 20203
One Capital Management, LLC 110.00%0.11%0.19%Q3 2014Q4 20223
Gallagher Fiduciary Advisors, LLC 330.12%0.13%0.14%Q1 2023Q3 20233
Gerstein Fisher 330.04%0.06%0.10%Q2 2013Q4 20133
LEE JOHNSON CAPITAL MANAGEMENT, LLC 210.82%5.75%13.51%Q1 2022Q4 20223
St. Louis Financial Planners Asset Management, LLC 211.38%1.67%1.88%Q1 2023Q4 20233
Cladis Investment Advisory, LLC 330.24%0.32%0.39%Q1 2023Q3 20233
HOWLAND CAPITAL MANAGEMENT LLC 210.01%0.01%0.01%Q3 2022Q2 20233
LOOMIS SAYLES & CO L P 110.00%0.03%0.10%Q2 2014Q2 20193
D'Orazio & Associates, Inc. 330.00%0.00%0.00%Q3 2019Q1 20203
Forum Financial Management, LP 330.01%0.01%0.01%Q1 2023Q3 20233
MENORA MIVTACHIM HOLDINGS LTD. 332.98%3.61%4.69%Q1 2023Q3 20233
Carlson Capital Management 210.02%0.02%0.04%Q1 2021Q1 20223
Genesis Wealth Advisors, LLC 330.16%0.17%0.18%Q4 2014Q2 20153
TEXAS CAPITAL BANCSHARES INC/TX 111.06%2.06%2.65%Q2 2021Q3 20233
Midwest Financial Group LLC 330.81%0.86%0.90%Q1 2023Q3 20233
SWISS REINSURANCE CO LTD 330.46%3.91%10.76%Q3 2013Q1 20143
Private Wealth Partners, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
OAK FAMILY ADVISORS, LLC 330.19%0.21%0.22%Q4 2020Q2 20213
LMR Partners LLP 210.10%0.26%0.35%Q2 2019Q3 20233
Jane Street Holding, LLC 330.00%0.01%0.02%Q2 2013Q4 20133
Obsidian Personal Planning Solutions LLC 330.19%0.32%0.39%Q1 2023Q3 20233
Parker Investment Management, LLC 331.20%4.40%10.52%Q2 2022Q4 20223
INSIGNEO ADVISORY SERVICES, LLC 210.08%0.19%0.24%Q4 2022Q3 20233
Bragg Financial Advisors, Inc 330.01%0.01%0.02%Q1 2023Q3 20233
TEACHERS ADVISORS, LLC 330.00%0.00%0.01%Q4 2015Q2 20163
MD Financial Management Inc. 330.47%0.65%0.81%Q2 2021Q4 20213
Drexel Morgan & Co. 330.24%0.25%0.25%Q2 2017Q4 20173
Buffington Mohr McNeal 210.01%0.11%0.16%Q1 2017Q1 20193
SG3 Management, LLC 220.18%0.30%0.36%Q4 2018Q1 20193
Empire Financial Management Company, LLC 330.15%0.15%0.16%Q1 2023Q3 20233
Neuburgh Advisers LLC 330.42%0.73%0.90%Q1 2017Q3 20173
Fiera Capital Corp 330.00%0.00%0.00%Q2 2020Q4 20203
MARVIN & PALMER ASSOCIATES INC 336.69%6.83%7.05%Q3 2018Q1 20193
DUPONT CAPITAL MANAGEMENT CORP 110.09%0.09%0.10%Q3 2013Q1 20153
SWMG, LLC 330.20%0.27%0.36%Q4 2022Q2 20233
Edgemoor Investment Advisors, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
JUMP TRADING, LLC 210.07%2.50%7.32%Q2 2019Q1 20203
ICONIQ Capital, LLC 330.01%0.03%0.05%Q1 2019Q3 20193
CTC Alternative Strategies, Ltd. 211.02%3.76%7.75%Q2 2015Q3 20233
Quintium Advisors, LLC 330.00%1.45%3.98%Q3 2015Q1 20163
Pine River Capital Management L.P. 110.02%0.07%0.12%Q3 2014Q2 20153
Eclectica Asset Management LLP 330.89%1.86%2.76%Q3 2013Q1 20143
JOYN Advisors, Inc. 210.00%0.00%0.01%Q1 2018Q4 20183
River Wealth Advisors LLC 330.04%0.04%0.05%Q2 2018Q4 20183
Core Wealth Partners LLC 330.30%0.33%0.37%Q1 2023Q3 20233
TIVERTON ASSET MANAGEMENT LLC 332.39%2.66%2.90%Q1 2017Q3 20173
JET CAPITAL INVESTORS L P 332.71%3.71%4.66%Q4 2021Q2 20223
Consolidated Portfolio Review Corp 330.22%0.26%0.30%Q1 2023Q3 20233
LGT Financial Advisors LLC 210.00%0.06%0.10%Q4 2022Q3 20233
Trident Investment Management, LLC 3319.72%28.78%33.42%Q2 2013Q4 20133
King Wealth Management Group 330.17%0.20%0.22%Q1 2023Q3 20233
Ally Financial Inc. 110.53%0.68%0.81%Q1 2014Q1 20163
Strategic Financial Concepts, LLC 330.31%0.37%0.45%Q1 2023Q3 20233
Hamilton Point Investment Advisors, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Russell Investments Group, Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
FULTON BANK, N.A. 210.01%0.02%0.03%Q2 2018Q4 20233
PFG Investments, LLC 330.12%0.13%0.15%Q1 2023Q3 20233
TIEDEMANN ADVISORS, LLC 210.01%0.05%0.13%Q3 2016Q1 20193
DENVER WEALTH MANAGEMENT, INC. 333.90%4.14%4.35%Q1 2023Q3 20233
Savant Capital, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Element Wealth, LLC 210.00%0.04%0.07%Q3 2020Q3 20233
1776 Wealth LLC 330.08%0.12%0.14%Q4 2019Q2 20203
RNC CAPITAL MANAGEMENT LLC 330.02%0.16%0.42%Q4 2016Q2 20173
H&H Retirement Design & Management INC 333.00%3.05%3.13%Q1 2023Q3 20233
Connectus Wealth, LLC 330.01%0.01%0.03%Q4 2022Q2 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.01%0.01%Q4 2017Q3 20183
Global Strategic Investment Solutions, LLC 330.03%0.05%0.06%Q2 2021Q4 20213
Essex Savings Bank 330.01%0.01%0.02%Q4 2018Q2 20193
BREMER TRUST NATIONAL ASSOCIATION 330.06%0.36%0.96%Q2 2018Q4 20183
WJ Wealth Management, LLC 330.20%2.98%5.16%Q3 2022Q1 20233
PROVENCE WEALTH MANAGEMENT GROUP 110.07%0.16%0.23%Q4 2021Q3 20233
Torch Wealth Management LLC 330.10%0.10%0.10%Q4 2013Q2 20143
RE Dickinson Investment Advisors, LLC 330.00%0.01%0.02%Q4 2021Q2 20223
ZRC WEALTH MANAGEMENT, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Kingsbury Capital Investment Advisors LLC 330.74%0.83%0.90%Q1 2022Q3 20223
CALDWELL SUTTER CAPITAL, INC. 330.02%0.02%0.02%Q1 2023Q3 20233
COWEN INC. 110.05%0.21%0.53%Q1 2016Q1 20163
EFG Asset Management (Americas) Corp. 210.02%0.04%0.06%Q1 2014Q1 20153
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.49%0.98%1.22%Q4 2021Q2 20223
GPM Growth Investors, Inc. 330.43%0.43%0.44%Q2 2020Q4 20203
Avalon Trust Co 330.22%0.23%0.23%Q1 2023Q3 20233
First Allied Asset Management, Inc. 330.05%0.08%0.11%Q3 2014Q1 20153
FSA Wealth Management LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Fidelis Capital Partners, LLC 330.56%0.64%0.73%Q1 2023Q3 20233
Accurate Wealth Management, LLC 210.02%3.19%5.19%Q3 2021Q4 20223
ZACKS INVESTMENT MANAGEMENT 110.00%0.01%0.01%Q3 2021Q2 20233
Mainsail Financial Group, LLC 330.21%0.73%1.72%Q4 2022Q2 20233
IMA Wealth, Inc. 210.00%0.08%0.23%Q2 2013Q3 20183
Perennial Advisors, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
Wells Financial Advisors INC 330.01%0.01%0.01%Q1 2023Q3 20233
Tanglewood Wealth Management, Inc. 334.64%5.03%5.55%Q2 2022Q4 20223
Beacon Pointe Wealth Advisors, LLC 330.07%0.09%0.13%Q1 2019Q3 20193
INTREPID FAMILY OFFICE LLC 331.60%2.38%3.31%Q4 2021Q2 20223
TITLEIST ASSET MANAGEMENT, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Trivant Custom Portfolio Group, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Litman Gregory Wealth Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Stolper Co 210.09%0.09%0.10%Q4 2021Q4 20223
Wambolt & Associates, LLC 330.09%0.09%0.09%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.17%0.38%0.55%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Affinity Capital Advisors, LLC 330.24%0.60%0.92%Q1 2023Q3 20233
JDM Financial Group LLC 330.00%0.00%0.01%Q4 2022Q2 20233
ARDSLEY ADVISORY PARTNERS LP 110.05%0.08%0.09%Q3 2013Q1 20203
IAM Advisory, LLC 330.88%0.97%1.04%Q3 2022Q1 20233
Allegiant Private Advisors, LLC 330.05%0.05%0.06%Q4 2020Q2 20213
Mariner Wealth Advisors-Madison, LLC 330.26%0.28%0.29%Q1 2013Q3 20133
Strid Group, LLC 330.25%0.29%0.37%Q4 2015Q2 20163
Dash Acquisitions Inc. 330.10%0.11%0.11%Q3 2021Q1 20223
Wechter Feldman Wealth Management, Inc. 338.34%8.50%8.62%Q1 2019Q3 20193
Black Diamond Financial, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Centric Wealth Management 330.48%0.51%0.53%Q1 2022Q3 20223
Connecticut Wealth Management, LLC 330.06%0.06%0.06%Q3 2020Q1 20213
Dana Investment Advisors, Inc. 330.03%0.04%0.04%Q2 2022Q4 20223
Signify Wealth 211.63%2.10%2.43%Q4 2022Q3 20233
FundX Investment Group, LLC 211.24%2.76%4.16%Q2 2013Q4 20183
Strategic Capital Alternatives LLC 210.00%0.00%0.00%Q3 2014Q3 20153
Betterment LLC 210.00%0.00%0.00%Q2 2022Q3 20233
Lake Point Wealth Management 210.00%0.01%0.01%Q1 2019Q2 20223
Coppell Advisory Solutions LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Wealth Advisors of Tampa Bay, LLC 330.07%0.07%0.08%Q4 2021Q2 20223
GW HENSSLER & ASSOCIATES LTD 210.04%0.19%0.40%Q3 2020Q4 20213
PRENTISS SMITH & CO INC 330.01%0.01%0.02%Q4 2014Q2 20153
Cape Investment Advisory, Inc. 330.50%0.51%0.53%Q1 2023Q3 20233
Sculptor Capital LP 110.06%0.11%0.18%Q3 2015Q1 20163
ICA Group Wealth Management, LLC 330.01%0.03%0.04%Q4 2022Q2 20233
Flinton Capital Management LLC 330.34%0.58%0.71%Q1 2017Q3 20173
Glass Jacobson Investment Advisors llc 210.72%0.75%0.78%Q4 2022Q3 20233
CIC Wealth, LLC 330.07%0.08%0.09%Q4 2022Q2 20233
Financial Engines Advisors L.L.C. 210.00%0.01%0.03%Q1 2018Q2 20233
SABBY MANAGEMENT, LLC 330.06%1.15%2.12%Q1 2020Q3 20203
Premia Global Advisors, LLC 330.03%0.77%1.77%Q4 2017Q2 20183
Sunflower Bank, N.A. 330.03%0.05%0.07%Q4 2020Q2 20213
LexAurum Advisors, LLC 330.10%0.11%0.12%Q1 2023Q3 20233
Blackston Financial Advisory Group, LLC 330.51%0.55%0.59%Q3 2022Q1 20233
AIRE ADVISORS, LLC 330.07%0.08%0.09%Q1 2022Q3 20223
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.01%0.03%0.06%Q4 2017Q2 20183
SageGuard Financial Group, LLC 330.94%1.01%1.10%Q4 2020Q2 20213
Stone Point Wealth LLC 210.09%0.10%0.11%Q4 2022Q3 20233
Hobart Private Capital, LLC 333.72%3.79%3.86%Q1 2023Q3 20233
JGP Global Gestao de Recursos Ltda. 210.09%0.28%0.38%Q4 2021Q3 20223
MBB PUBLIC MARKETS I LLC 335.05%6.53%7.86%Q1 2023Q3 20233
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.06%0.07%0.07%Q4 2022Q2 20233
Cornerstone Planning Group LLC 210.03%0.03%0.04%Q4 2022Q3 20233
EWG Elevate Inc. 110.12%1.48%4.17%Q2 2020Q4 20223
THOMPSON SIEGEL & WALMSLEY LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Strategic Income Management, LLC 332.74%2.80%2.82%Q4 2014Q2 20153
Kabarec Financial Advisors, Ltd. 335.51%5.74%6.07%Q4 2017Q2 20183
Mattern Wealth Management LLC 110.07%0.10%0.14%Q4 2019Q2 20212
Coastal Bridge Advisors, LLC 110.09%0.11%0.12%Q3 2019Q1 20202
Fluent Financial, LLC 220.65%0.68%0.72%Q4 2017Q1 20182
Atlas Private Wealth Management, LLC 110.01%0.01%0.02%Q4 2019Q1 20212
Carnick & Kubik, LLC 110.15%0.23%0.31%Q4 2014Q1 20162
PIERSHALE FINANCIAL GROUP, INC. 110.01%3.47%6.93%Q4 2015Q3 20172
HawsGoodwin Investment Management LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Cannon Global Investment Management, LLC 111.59%2.64%3.70%Q2 2021Q2 20232
Eisler Capital (US) LLC 110.01%0.01%0.01%Q2 2023Q2 20232
Consolidated Planning Corp 220.06%0.20%0.33%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.07%0.07%0.08%Q4 2021Q1 20222
Raub Brock Capital Management LP 110.04%0.05%0.05%Q2 2019Q4 20192
DUALITY ADVISERS, LP 222.00%4.52%7.04%Q1 2019Q2 20192
FULTON BREAKEFIELD BROENNIMAN LLC 220.02%0.02%0.03%Q2 2023Q3 20232
MOULTON WEALTH MANAGEMENT, INC 220.28%0.97%1.65%Q3 2021Q4 20212
Beck Bode, LLC 110.02%0.03%0.03%Q3 2020Q2 20212
Astoria Portfolio Advisors LLC. 220.11%0.13%0.15%Q3 2022Q4 20222
Stonehage Fleming Financial Services Holdings Ltd 220.00%0.00%0.00%Q1 2016Q2 20162
Momentum Advisors, LLC 110.23%0.24%0.26%Q2 2022Q4 20222
XY Capital Ltd 110.96%0.96%0.96%Q2 2023Q2 20232
Stone Toro Investment Advisers, LP 220.68%0.76%0.83%Q3 2014Q4 20142
Truadvice, LLC 110.10%0.99%1.87%Q2 2022Q3 20232
Heirloom Wealth Management 111.82%3.71%5.60%Q4 2021Q3 20232
DeDora Capital, Inc. 220.09%0.10%0.10%Q4 2022Q1 20232
LFA - Lugano Financial Advisors SA 220.02%0.04%0.06%Q2 2023Q3 20232
FAIRFIELD, BUSH & CO. 110.01%0.02%0.04%Q2 2022Q2 20232
Center For Asset Management LLC 220.17%0.19%0.22%Q4 2021Q1 20222
Veracity Capital LLC 110.28%0.42%0.56%Q4 2019Q2 20202
FIRST NEW YORK SECURITIES LLC /NY 110.05%0.05%0.06%Q2 2013Q3 20162
Ameraudi Asset Management, Inc. 113.28%3.75%4.22%Q4 2021Q3 20232
McElhenny Sheffield Capital Management, LLC 110.03%4.80%9.58%Q4 2021Q4 20222
Davis Capital Management 220.04%0.04%0.04%Q1 2020Q2 20202
Arlington Financial Advisors, LLC 220.29%0.29%0.30%Q4 2019Q1 20202
Bain Capital Public Equity Management II, LLC 220.03%0.15%0.28%Q2 2020Q3 20202
Aaron Wealth Advisors LLC 220.14%0.23%0.32%Q1 2022Q2 20222
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 220.00%0.00%0.00%Q4 2014Q1 20152
IFS Advisors, LLC 110.00%0.01%0.02%Q4 2020Q2 20232
ALTERNA WEALTH MANAGEMENT, INC 220.23%0.25%0.27%Q1 2022Q2 20222
STARR INTERNATIONAL CO INC 110.19%0.26%0.32%Q2 2019Q1 20202
ERTS Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
ACUTE INVESTMENT ADVISORY, LLC 221.34%2.28%3.23%Q1 2022Q2 20222
Alerus Investment Advisors Corp 220.01%0.01%0.01%Q2 2015Q3 20152
Cresta Advisors, Ltd. 221.72%1.74%1.75%Q2 2023Q3 20232
CGN Advisors LLC 220.04%0.04%0.05%Q2 2023Q3 20232
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q4 2013Q1 20162
Vanguard Personalized Indexing Management, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Gladius Capital Management LP 220.10%0.30%0.50%Q3 2020Q4 20202
SWS Partners 220.02%0.02%0.02%Q4 2017Q1 20182
Intelligence Driven Advisers, LLC 220.04%0.93%1.82%Q3 2022Q4 20222
Sound View Wealth Advisors, LLC 220.10%0.10%0.10%Q4 2018Q1 20192
Herold Advisors, Inc. 110.01%0.01%0.02%Q3 2021Q1 20222
Windsor Creek Advisors, LLC 220.22%0.36%0.50%Q2 2019Q3 20192
ADVISOR PARTNERS II, LLC 220.03%0.04%0.05%Q2 2023Q3 20232
Stuart Chaussee & Associates, Inc. 110.01%0.01%0.01%Q1 2021Q1 20222
Oak Point Wealth Management 220.00%0.54%1.07%Q4 2017Q1 20182
CFS Investment Advisory Services, LLC 110.00%0.02%0.04%Q1 2022Q3 20222
Vestpro Financial Partners, Inc. dba CPF Texas 110.89%1.01%1.14%Q1 2018Q3 20182
Greenland Capital Management LP 110.15%0.31%0.47%Q4 2022Q3 20232
OKABENA INVESTMENT SERVICES INC 220.20%0.21%0.22%Q4 2019Q1 20202
Fortis Capital Advisors, LLC 220.02%0.02%0.03%Q4 2022Q1 20232
Gallacher Capital Management LLC 220.17%0.21%0.25%Q4 2022Q1 20232
Bell Bank 229.02%9.16%9.31%Q4 2016Q1 20172
TradeLink Capital LLC 113.17%4.24%5.32%Q1 2016Q1 20222
BAROMETER CAPITAL MANAGEMENT INC. 110.05%0.17%0.30%Q4 2021Q4 20222
BROADMARK ASSET MANAGEMENT LLC 115.95%15.62%25.30%Q4 2020Q4 20222
Heritage Trust Co 110.01%0.01%0.01%Q1 2017Q4 20182
FIRST CITIZENS BANK & TRUST CO 220.00%0.00%0.00%Q1 2023Q2 20232
Icon Wealth Advisors, LLC 220.04%0.04%0.04%Q3 2022Q4 20222
Ridgewood Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
VitalStone Financial, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
GREENWOOD GEARHART INC 221.40%1.40%1.41%Q2 2023Q3 20232
Peloton Wealth Strategists 110.18%1.01%1.84%Q1 2016Q2 20182
MILESTONE ASSET MANAGEMENT, LLC 110.15%0.20%0.25%Q4 2022Q3 20232
BEL AIR INVESTMENT ADVISORS LLC 220.02%0.03%0.03%Q1 2021Q2 20212
Sovereign Financial Group, Inc. 110.08%0.08%0.09%Q4 2022Q3 20232
&PARTNERS 220.14%0.15%0.16%Q2 2021Q3 20212
Tuscan Ridge Asset Management LLC 220.03%0.04%0.04%Q1 2019Q2 20192
FORBES J M & CO LLP 220.66%0.80%0.94%Q2 2023Q3 20232
AVAII WEALTH MANAGEMENT, LLC 220.21%0.22%0.22%Q2 2023Q3 20232
Grey Fox Wealth Advisors, LLC 220.03%0.05%0.08%Q4 2022Q1 20232
TCG Advisors, LP 220.02%0.02%0.02%Q1 2019Q2 20192
Belvedere Trading LLC 220.04%0.06%0.07%Q4 2021Q1 20222
Passaic Partners LLC 222.12%2.17%2.21%Q2 2023Q3 20232
Wealthgate Family Office, LLC 220.09%0.10%0.11%Q3 2021Q4 20212
Delta Financial Group, Inc. 220.15%0.34%0.54%Q2 2023Q3 20232
CIBC WORLD MARKETS CORP 110.26%0.62%0.97%Q1 2018Q3 20182
Orbimed Advisors 220.16%0.17%0.17%Q4 2019Q1 20202
West Tower Group, LLC 220.01%0.04%0.08%Q2 2023Q3 20232
Maltin Wealth Management, Inc. 220.16%0.18%0.19%Q2 2023Q3 20232
BBJS FINANCIAL ADVISORS, LLC 221.65%1.69%1.73%Q2 2023Q3 20232
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 222.08%2.25%2.41%Q4 2021Q1 20222
Quantinno Capital Management LP 220.02%0.03%0.03%Q2 2023Q3 20232
DIMENSION CAPITAL MANAGEMENT LLC 110.06%0.07%0.08%Q1 2021Q2 20232
Thai Life Insurance PCL. 222.44%2.77%3.11%Q2 2017Q3 20172
PANORAMIC INVESTMENT ADVISORS, LLC 110.54%0.56%0.59%Q4 2022Q3 20232
Peterson Wealth Services 221.14%1.62%2.10%Q4 2022Q1 20232
GenTrust, LLC 110.10%0.12%0.14%Q4 2018Q3 20232
Imprint Wealth LLC 220.27%0.28%0.30%Q2 2023Q3 20232
P SCHOENFELD ASSET MANAGEMENT LP 223.22%3.82%4.43%Q2 2016Q3 20162
Northwest Capital Management Inc 220.03%0.03%0.03%Q2 2023Q3 20232
Pine Valley Investments Ltd Liability Co 220.02%0.09%0.15%Q2 2023Q3 20232
Evanson Asset Management, LLC 220.10%0.10%0.10%Q4 2016Q1 20172
DeGreen Capital Management LLC 113.21%5.43%7.64%Q4 2013Q4 20152
Financial Connections Group, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
ABLE Financial Group, LLC 220.16%0.18%0.19%Q1 2023Q2 20232
Mader & Shannon Wealth Management, Inc. 115.30%6.05%6.80%Q1 2015Q3 20182
Independent Advisor Alliance 110.03%0.07%0.10%Q1 2017Q4 20192
Nemes Rush Group LLC 220.04%0.06%0.07%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
UNION SAVINGS BANK 220.05%0.05%0.05%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.28%0.30%0.32%Q2 2023Q3 20232
FUKOKU MUTUAL LIFE INSURANCE Co 220.41%0.43%0.45%Q3 2013Q4 20132
ELEMENT CAPITAL MANAGEMENT LLC 110.88%20.22%39.57%Q1 2017Q4 20182
Crawford Lake Capital Management, LLC 111.71%3.12%4.52%Q1 2022Q1 20222
Halpern Financial, Inc. 220.01%0.01%0.02%Q1 2021Q2 20212
Sandy Cove Advisors, LLC 220.02%0.04%0.06%Q4 2021Q1 20222
Peoples Bank/KS 220.22%0.25%0.27%Q3 2023Q4 20232
Logan Stone Capital, LLC 110.71%0.76%0.80%Q4 2021Q2 20222
Kohmann Bosshard Financial Services, LLC 220.05%0.05%0.06%Q2 2023Q3 20232
MKP Capital Management, L.L.C. 117.64%11.14%14.63%Q4 2016Q3 20212
Vantage Investment Partners, LLC 110.49%0.78%1.06%Q4 2017Q4 20182
KKR Credit Advisors (US) LLC 221.46%1.63%1.79%Q2 2013Q3 20132
Bienville Capital Management, LLC 221.04%1.07%1.11%Q4 2014Q1 20152
RATIONAL ADVISORS LLC 220.08%0.11%0.13%Q2 2022Q3 20222
Beaird Harris Wealth Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Curi Wealth Management, LLC 110.00%0.01%0.01%Q4 2020Q4 20212
Cypress Capital, LLC 220.12%0.12%0.12%Q2 2023Q3 20232
Signator Financial Services, Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
Prosperity Planning, Inc. 220.11%0.12%0.12%Q2 2021Q3 20212
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 220.00%0.00%0.00%Q2 2013Q3 20132
Concentric Capital Strategies, LP 110.44%1.05%1.65%Q1 2022Q3 20232
PEAK FINANCIAL ADVISORS LLC 112.25%2.46%2.67%Q3 2021Q4 20222
VAN DEN BERG MANAGEMENT I, INC 220.00%0.00%0.00%Q4 2022Q1 20232
PRIMORIS WEALTH ADVISORS, LLC 221.73%3.10%4.47%Q2 2023Q3 20232
Convergent Wealth Advisors 110.32%0.71%1.10%Q1 2015Q3 20152
New Millennium Group LLC 220.00%0.00%0.00%Q2 2022Q3 20222
TAP Consulting, LLC 110.04%0.25%0.46%Q4 2021Q1 20232
361 CAPITAL LLC 110.08%0.51%0.95%Q3 2016Q3 20182
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.22%0.23%0.25%Q2 2015Q4 20152
LITTLE HOUSE CAPITAL LLC 110.01%1.37%2.73%Q1 2019Q1 20212
Freestone Capital Holdings, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
ADVISOR PARTNERS LLC 110.01%0.02%0.02%Q4 2020Q4 20212
LS Investment Advisors, LLC 220.04%0.04%0.04%Q1 2020Q2 20202
HARVEST VOLATILITY MANAGEMENT LLC 221.14%1.15%1.15%Q1 2021Q2 20212
CARDEROCK CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q3 2021Q1 20232
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q2 2013Q4 20132
Camber Capital Management LP 110.08%2.57%5.06%Q2 2015Q4 20152
COMMUNITY BANK SYSTEM, INC. 220.12%0.13%0.13%Q2 2014Q3 20142
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 220.23%0.24%0.24%Q2 2018Q3 20182
PFM Health Sciences, LP 113.52%4.58%5.65%Q2 2017Q1 20212
FACTORY MUTUAL INSURANCE CO 220.50%0.51%0.52%Q4 2020Q1 20212
ASPIRIANT, LLC 220.01%0.02%0.02%Q4 2021Q1 20222
IRON Financial LLC 223.20%6.09%8.98%Q2 2014Q3 20142
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.01%0.09%0.16%Q4 2020Q1 20232
Truepoint, Inc. 220.01%0.02%0.03%Q2 2022Q3 20222
Alaska Permanent Capital Management 220.01%0.01%0.01%Q2 2023Q3 20232
Baltimore-Washington Financial Advisors Inc. 220.42%0.53%0.65%Q2 2013Q3 20132
Perella Weinberg Partners Capital Management LP 110.27%10.14%20.01%Q3 2013Q3 20172
STEVENS CAPITAL MANAGEMENT LP 220.29%1.87%3.45%Q3 2021Q4 20212
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 220.02%0.03%0.04%Q3 2018Q4 20182
STIFEL NICOLAUS & CO INC \MO\ 220.03%0.04%0.04%Q2 2013Q3 20132
WealthTrust-Arizona, LLC 110.06%0.08%0.09%Q4 2017Q4 20182
First National Bank of Mount Dora, Trust Investment Services 110.06%0.06%0.06%Q2 2023Q4 20232
K.J. Harrison & Partners Inc 220.61%0.85%1.09%Q2 2020Q3 20202
Legal & General Group Plc 220.00%0.00%0.00%Q2 2019Q3 20192
Kohlberg Kravis Roberts & Co. L.P. 220.30%0.30%0.31%Q4 2013Q1 20142
Monument Capital Management 221.08%1.09%1.10%Q4 2018Q1 20192
Taconic Capital Advisors LP 110.02%0.58%1.13%Q3 2015Q2 20192
Empowered Funds, LLC 110.15%0.15%0.15%Q4 2022Q3 20232
Tradeworx Inc. 110.12%0.13%0.15%Q2 2013Q4 20132
Select Equity Group, L.P. 220.64%0.75%0.86%Q4 2019Q1 20202
ADAMSBROWN WEALTH CONSULTANTS LLC 222.95%2.96%2.97%Q2 2023Q3 20232
Brown Miller Wealth Management, LLC 220.26%0.38%0.50%Q3 2022Q4 20222
Bellwether Investment Group, LLC 110.00%0.03%0.05%Q2 2016Q4 20162
VAUGHAN & Co SECURITIES, INC. 220.03%0.03%0.03%Q4 2019Q1 20202
APIS CAPITAL ADVISORS, LLC 220.23%0.26%0.30%Q4 2014Q1 20152
Fortress Investment Group LLC 220.01%0.01%0.01%Q1 2015Q2 20152
NEW YORK STATE COMMON RETIREMENT FUND 110.01%0.01%0.01%Q3 2013Q3 20212
Cascade Investment Advisors, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
Financial Gravity Companies, Inc. 110.54%0.64%0.75%Q1 2018Q4 20182
CITIZENS & NORTHERN CORP 110.50%0.51%0.51%Q4 2018Q2 20192
Pinnacle Family Advisors, LLC 220.27%0.34%0.41%Q2 2023Q3 20232
ELM ADVISORS, LLC 110.07%0.09%0.10%Q3 2018Q4 20202
3D ASSET MANAGEMENT, INC 220.06%0.09%0.11%Q2 2020Q3 20202
Goodman Advisory Group, LLC 220.09%0.12%0.14%Q2 2023Q3 20232
Weiss Asset Management LP 110.04%0.12%0.19%Q1 2021Q2 20222
Autumn Glory Partners, LLC 110.13%0.15%0.18%Q1 2023Q3 20232
Silicon Valley Capital Partners 220.00%0.00%0.00%Q4 2022Q1 20232
Passport Capital, LLC 110.01%0.02%0.03%Q1 2014Q3 20162
Everett Capital Advisors UK LLP 222.44%2.97%3.50%Q2 2019Q3 20192
ORRSTOWN FINANCIAL SERVICES INC 220.01%0.01%0.01%Q3 2015Q4 20152
MinichMacGregor Wealth Management, LLC 110.01%0.48%0.96%Q1 2020Q4 20222
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 220.05%0.05%0.05%Q2 2023Q3 20232
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.01%Q3 2015Q3 20172
Sterling Capital Management LLC 220.01%0.01%0.01%Q2 2019Q3 20192
BBVA USA 220.01%0.01%0.01%Q2 2021Q3 20212
Willingdon Wealth Management 220.01%0.01%0.02%Q3 2017Q4 20172
LVZ, Inc. 220.12%0.13%0.13%Q3 2022Q4 20222
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.04%0.08%Q2 2015Q3 20182
XL Group Investments Ltd 225.18%5.39%5.60%Q4 2016Q1 20172
Inspire Investing, LLC 110.00%0.01%0.01%Q4 2017Q1 20202
Headlands Technologies LLC 110.10%0.33%0.56%Q4 2022Q3 20232
NEW ENGLAND ASSET MANAGEMENT INC 110.01%0.02%0.02%Q4 2017Q4 20182
Rye Brook Capital LLC 221.23%2.38%3.53%Q4 2020Q1 20212
DUMONT & BLAKE INVESTMENT ADVISORS LLC 220.48%0.49%0.50%Q3 2014Q4 20142
LUMINUS MANAGEMENT LLC 220.09%0.10%0.11%Q1 2021Q2 20212
ROCKEFELLER FINANCIAL SERVICES INC 110.01%0.03%0.04%Q2 2013Q4 20162
West Coast Asset Management 220.01%0.01%0.01%Q2 2014Q3 20142
RIVERHEAD CAPITAL MANAGEMENT LLC 220.43%0.43%0.43%Q2 2017Q3 20172
Garda Capital Partners LP 220.00%0.12%0.24%Q1 2023Q2 20232
GREENLEAF TRUST 220.01%0.01%0.01%Q2 2016Q3 20162
WHITEBOX ADVISORS LLC 110.02%0.12%0.21%Q3 2013Q4 20152
qPULA Trading Management LP 110.47%0.50%0.53%Q4 2020Q4 20212
TAIYO LIFE INSURANCE CO 221.98%2.71%3.45%Q2 2023Q3 20232
CAAS CAPITAL MANAGEMENT LP 110.01%0.02%0.03%Q4 2020Q4 20202
Pachira Investments Inc. 223.46%3.79%4.12%Q2 2023Q3 20232
Houlihan Financial Resource Group, Ltd. 110.02%0.08%0.13%Q3 2020Q2 20232
Regent Investment Management LLC 220.27%0.28%0.28%Q4 2014Q1 20152
Safeguard Financial, LLC 110.01%0.08%0.16%Q4 2022Q2 20232
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 222.57%2.71%2.86%Q2 2023Q3 20232
FNY Investment Advisers, LLC 110.02%0.07%0.13%Q3 2018Q1 20192
Clarfeld Financial Advisors, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Bull Oak Capital, LLC 112.33%2.33%2.33%Q3 2022Q3 20221
HOWARD WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
TFC Financial Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Old North State Trust, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
NORDEA INVESTMENT MANAGEMENT AB 110.01%0.01%0.01%Q1 2019Q1 20191
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
CATALYST PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Alera Investment Advisors, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Principal Street Partners, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
RVW Wealth, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Dougherty Wealth Advisers LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Taikang Asset Management (Hong Kong) Co Ltd 110.42%0.42%0.42%Q4 2017Q4 20171
Belvedere Advisors LLC 111.33%1.33%1.33%Q2 2019Q2 20191
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DeepCurrents Investment Group LLC 110.44%0.44%0.44%Q4 2021Q4 20211
Andesa Financial Management Inc. 110.11%0.11%0.11%Q4 2022Q4 20221
Heritage Financial Services, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Spartan Planning & Wealth Management 110.07%0.07%0.07%Q3 2023Q3 20231
Elm Partners Management LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Windsor Advisory Group, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Howard Capital Management Inc. 111.67%1.67%1.67%Q3 2018Q3 20181
Alaska Wealth Advisors 110.02%0.02%0.02%Q3 2023Q3 20231
STRATEGIC CAPITAL ADVISERS, INC. 110.00%0.00%0.00%Q3 2019Q3 20191
Santori & Peters, Inc. 110.04%0.04%0.04%Q4 2017Q4 20171
Congress Park Capital LLC 110.15%0.15%0.15%Q2 2022Q2 20221
SHELL ASSET MANAGEMENT CO 111.02%1.02%1.02%Q1 2016Q1 20161
Leonard Green & Partners, L.P. 113.01%3.01%3.01%Q2 2021Q2 20211
Rinkey Investments 110.12%0.12%0.12%Q4 2021Q4 20211
Athanor Capital, LP 111.16%1.16%1.16%Q4 2019Q4 20191
Jackson Financial Management 110.24%0.24%0.24%Q4 2019Q4 20191
MPI INVESTMENT MANAGEMENT, INC. 111.31%1.31%1.31%Q4 2017Q4 20171
HAYS ADVISORY LLC 110.53%0.53%0.53%Q2 2013Q2 20131
FIDUCIENT ADVISORS LLC 110.17%0.17%0.17%Q3 2022Q3 20221
Greenhouse Wealth Management, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
MainStreet Investment Advisors LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Latitude Advisors, LLC 110.12%0.12%0.12%Q3 2021Q3 20211
Blueshift Asset Management, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Shay Capital LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Sawyer & Company, Inc 110.02%0.02%0.02%Q3 2023Q3 20231
TPB WEALTH ADVISORS 110.12%0.12%0.12%Q4 2021Q4 20211
Clarus Group, Inc. 110.27%0.27%0.27%Q4 2022Q4 20221
DHJJ Financial Advisors, Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
RPTC Inc. 110.30%0.30%0.30%Q3 2017Q3 20171
Geneva Partners, LLC 110.10%0.10%0.10%Q3 2021Q3 20211
Noked Capital LTD 112.39%2.39%2.39%Q2 2022Q2 20221
Urban Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Stratos Investment Management, LLC 110.21%0.21%0.21%Q1 2019Q1 20191
FSB PREMIER WEALTH MANAGEMENT, INC. 110.07%0.07%0.07%Q4 2021Q4 20211
Pinnacle Wealth Advisors 110.04%0.04%0.04%Q2 2021Q2 20211
Flaharty Asset Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Financial Advisors Network, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
KCS Wealth Advisory 110.01%0.01%0.01%Q3 2019Q3 20191
Welch Investments, LLC 110.25%0.25%0.25%Q4 2016Q4 20161
Continuum Advisory, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
RWQ Financial Management Services, Inc. 111.00%1.00%1.00%Q2 2023Q2 20231
Safeguard Investment Advisory Group, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Eversept Partners, LP 111.10%1.10%1.10%Q2 2020Q2 20201
IronBridge Private Wealth, LLC 114.42%4.42%4.42%Q3 2021Q3 20211
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Valley Brook Capital Group, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Mayflower Financial Advisors, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Jafra Capital Management LP 111.30%1.30%1.30%Q2 2017Q2 20171
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.62%0.62%0.62%Q2 2022Q2 20221
Better Money Decisions, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Clearwater Capital Advisors, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Benedetti & Gucer, Inc. 110.28%0.28%0.28%Q4 2022Q4 20221
Per Stirling Capital Management, LLC. 110.15%0.15%0.15%Q3 2023Q3 20231
Arthur Zaske & Associates, LLC 110.47%0.47%0.47%Q4 2017Q4 20171
Guidant Wealth Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
L2 Asset Management, LLC 110.37%0.37%0.37%Q3 2023Q3 20231
Regency Capital Management Inc.\DE 110.19%0.19%0.19%Q4 2021Q4 20211
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q2 2020Q2 20201
City Financial Investment Co Ltd 111.15%1.15%1.15%Q2 2017Q2 20171
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
CONSOLIDATED CAPITAL MANAGEMENT, LLC 111.91%1.91%1.91%Q4 2016Q4 20161
Level Financial Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
Goldstream Capital Management Ltd 110.19%0.19%0.19%Q4 2021Q4 20211
Folger Hill Asset Management LP 110.07%0.07%0.07%Q2 2017Q2 20171
Alpha Omega Wealth Management LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Schneider Downs Wealth Management Advisors, LP 110.05%0.05%0.05%Q3 2021Q3 20211
NAYA CAPITAL MANAGEMENT UK LTD 113.40%3.40%3.40%Q4 2019Q4 20191
Highland Private Wealth Management 110.06%0.06%0.06%Q3 2021Q3 20211
Clarius Group, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MADRONA FUNDS, LLC 111.29%1.29%1.29%Q3 2019Q3 20191
Tamarack Advisers, LP 110.13%0.13%0.13%Q4 2017Q4 20171
Vista Private Wealth Partners. LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Julex Capital Management, LLC 1113.04%13.04%13.04%Q4 2018Q4 20181
Iyo Bank, Ltd. 111.44%1.44%1.44%Q4 2021Q4 20211
MARYLAND CAPITAL ADVISORS INC. 110.04%0.04%0.04%Q2 2022Q2 20221
Appaloosa LP 110.50%0.50%0.50%Q2 2017Q2 20171
Burns Matteson Capital Management, LLC 110.26%0.26%0.26%Q4 2022Q4 20221
Teza Capital Management LLC 110.38%0.38%0.38%Q4 2016Q4 20161
JANA PARTNERS LLC 111.66%1.66%1.66%Q1 2015Q1 20151
Tairen Capital Ltd 1122.42%22.42%22.42%Q1 2022Q1 20221
Carmel Capital Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Private Vista, LLC 110.05%0.05%0.05%Q1 2019Q1 20191
Farmer Steven Patrick 110.06%0.06%0.06%Q2 2022Q2 20221
Vontobel Swiss Wealth Advisors AG 110.14%0.14%0.14%Q2 2021Q2 20211
Hedeker Wealth, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Masso Torrence Wealth Management Inc. 112.73%2.73%2.73%Q4 2022Q4 20221
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Meiji Yasuda Life Insurance Co 110.48%0.48%0.48%Q3 2016Q3 20161
Price Capital Management, Inc. 113.74%3.74%3.74%Q1 2015Q1 20151
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Endurant Capital Management LP 111.48%1.48%1.48%Q1 2019Q1 20191
Omega Advisors Inc. 110.42%0.42%0.42%Q1 2015Q1 20151
Point Break Capital Management, LLC 110.18%0.18%0.18%Q3 2020Q3 20201
Northstar Group, Inc. 110.06%0.06%0.06%Q1 2021Q1 20211
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Scissortail Wealth Management, LLC 110.16%0.16%0.16%Q4 2022Q4 20221
S.C. Financial Services, Inc. 110.58%0.58%0.58%Q4 2022Q4 20221
Sovarnum Capital L.P. 110.78%0.78%0.78%Q4 2017Q4 20171
1620 INVESTMENT ADVISORS, INC. 110.02%0.02%0.02%Q2 2022Q2 20221
PVG Asset Management 110.40%0.40%0.40%Q2 2015Q2 20151
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 110.07%0.07%0.07%Q1 2023Q1 20231
Darrow Company, Inc. 110.10%0.10%0.10%Q2 2022Q2 20221
NIEMANN CAPITAL MANAGEMENT INC 119.03%9.03%9.03%Q4 2018Q4 20181
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Graticule Asia Macro Advisors LLC 111.96%1.96%1.96%Q4 2018Q4 20181
AHL INVESTMENT MANAGEMENT, INC. 110.16%0.16%0.16%Q4 2021Q4 20211
Muzinich & Co., Inc. 110.03%0.03%0.03%Q1 2019Q1 20191
Hitchwood Capital Management LP 115.13%5.13%5.13%Q1 2016Q1 20161
Valtura Capital Partners LLC 1122.99%22.99%22.99%Q2 2017Q2 20171
Gould Capital, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
QUANTRES ASSET MANAGEMENT Ltd 110.18%0.18%0.18%Q4 2018Q4 20181
Wakefield Asset Management LLLP 110.62%0.62%0.62%Q2 2023Q2 20231
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Premise Capital, LLC 112.92%2.92%2.92%Q2 2020Q2 20201
NEIRG Wealth Management, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Shoker Investment Counsel, Inc. 110.13%0.13%0.13%Q4 2020Q4 20201
Trustees of Dartmouth College 110.10%0.10%0.10%Q4 2018Q4 20181
Capstone Financial Advisors, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
VERNIER CAPITAL PARTNERS, LP 119.00%9.00%9.00%Q4 2018Q4 20181
Iguana Healthcare Management, LLC 114.13%4.13%4.13%Q4 2014Q4 20141
Next Level Private LLC 110.32%0.32%0.32%Q2 2022Q2 20221
Prosperity Consulting Group, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Ghost Tree Capital, LLC 115.75%5.75%5.75%Q1 2020Q1 20201
Red Tortoise LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
KRS Capital Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Riverview Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
Trail Ridge Investment Advisors, LLC 110.16%0.16%0.16%Q1 2023Q1 20231
Penserra Capital Management LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Detwiler Fenton Investment Management LLC 110.34%0.34%0.34%Q2 2011Q2 20111
Yelin Lapidot Holdings Management Ltd. 1113.11%13.11%13.11%Q3 2023Q3 20231
Green Owl Capital Management, LLC 110.02%0.02%0.02%Q2 2015Q2 20151
BluePath Capital Management, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Carroll Investors, Inc 110.10%0.10%0.10%Q1 2022Q1 20221
DAVIDSON TRUST CO 110.17%0.17%0.17%Q3 2023Q3 20231
Virtus ETF Advisers LLC 110.45%0.45%0.45%Q4 2016Q4 20161
Central Asset Investments & Management Holdings (HK) Ltd 113.03%3.03%3.03%Q3 2018Q3 20181
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
OAK HARBOR WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Quent Capital, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
COLUMBIA CAPITAL LLC 111.10%1.10%1.10%Q4 2014Q4 20141
PRING TURNER CAPITAL GROUP INC 110.01%0.01%0.01%Q4 2013Q4 20131
West Family Investments, Inc. 115.01%5.01%5.01%Q1 2020Q1 20201
Retireful, LLC 110.87%0.87%0.87%Q2 2023Q2 20231
BTG Pactual Global Asset Management Ltd 110.73%0.73%0.73%Q2 2020Q2 20201
Buckingham Capital Management, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 111.39%1.39%1.39%Q4 2021Q4 20211
NORTH TIDE CAPITAL, LLC 1119.43%19.43%19.43%Q1 2017Q1 20171
Sandhill Capital Partners LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Shamrock Asset Management LLC 110.10%0.10%0.10%Q2 2013Q2 20131
EHP Funds Inc. 110.17%0.17%0.17%Q4 2022Q4 20221
Range Financial Group LLC 110.21%0.21%0.21%Q4 2022Q4 20221
ANGELES WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
HT Partners LLC 115.27%5.27%5.27%Q2 2013Q2 20131
HARVEY CAPITAL MANAGEMENT INC 110.06%0.06%0.06%Q4 2021Q4 20211
Catalyst Wealth Management, LLC 110.28%0.28%0.28%Q4 2022Q4 20221
SUMIT CAPITAL, LLC 111.31%1.31%1.31%Q3 2014Q3 20141
Tyrus Capital S.A.M. 114.24%4.24%4.24%Q3 2015Q3 20151
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
FREEDOM WEALTH ALLIANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
Signature Financial Management, Inc. 110.08%0.08%0.08%Q4 2018Q4 20181
NEXT Financial Holdings 110.12%0.12%0.12%Q1 2019Q1 20191
CASTLEARK MANAGEMENT LLC 110.59%0.59%0.59%Q1 2020Q1 20201
Hibernia Wealth Partners, LLC 111.46%1.46%1.46%Q3 2023Q3 20231
Cardinal Point Capital Management ULC 110.27%0.27%0.27%Q1 2023Q1 20231
AGRAN LIBBIE 110.01%0.01%0.01%Q4 2016Q4 20161
DRIVE WEALTH MANAGEMENT, LLC 110.16%0.16%0.16%Q4 2022Q4 20221
Simply Money Advisors 110.01%0.01%0.01%Q2 2013Q2 20131
MCKINLEY CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Fiduciary Alliance LLC 110.03%0.03%0.03%Q2 2023Q2 20231
RFP Financial Group LLC 110.05%0.05%0.05%Q4 2022Q4 20221
DAYMARK WEALTH PARTNERS, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 110.04%0.04%0.04%Q4 2022Q4 20221
BREITER CAPITAL MANAGEMENT INC 110.70%0.70%0.70%Q3 2018Q3 20181
Tamarack Capital Management, LLC 112.68%2.68%2.68%Q3 2013Q3 20131
MARINO, STRAM & ASSOCIATES LLC 110.11%0.11%0.11%Q2 2021Q2 20211
Align Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
KINGDON CAPITAL MANAGEMENT, L.L.C. 110.96%0.96%0.96%Q3 2015Q3 20151
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WAFRA INC. 110.60%0.60%0.60%Q4 2013Q4 20131
HARTFORD INVESTMENT MANAGEMENT CO 113.61%3.61%3.61%Q4 2022Q4 20221
ADVISOR CONSULTANT NETWORK INC 110.10%0.10%0.10%Q3 2016Q3 20161
Rooted Wealth Advisors, Inc. 111.10%1.10%1.10%Q2 2023Q2 20231
Selway Asset Management 110.01%0.01%0.01%Q3 2022Q3 20221
Arcadia Wealth Management, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
Commonwealth Financial Services, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Ipsen Advisor Group LLC 111.28%1.28%1.28%Q4 2022Q4 20221
DAVIDSON KEMPNER PARTNERS 110.19%0.19%0.19%Q1 2023Q1 20231
Evergreen Wealth Management, LLC 110.67%0.67%0.67%Q4 2022Q4 20221
Owen LaRue, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.00%0.00%0.00%Q3 2018Q3 20181
Financial Freedom, LLC 110.30%0.30%0.30%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
TWIN CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q3 2022Q3 20221
SUMMIT CAPITAL MANAGEMENT LLC 110.10%0.10%0.10%Q1 2016Q1 20161
Park Edge Advisors, LLC 110.57%0.57%0.57%Q4 2022Q4 20221
Massachusetts Wealth Management 110.23%0.23%0.23%Q3 2023Q3 20231
ASSET ADVISORS CORP 110.01%0.01%0.01%Q3 2016Q3 20161
DOLIVER ADVISORS, LP 110.09%0.09%0.09%Q4 2023Q4 20231
COMMUNITY TRUST & INVESTMENT CO 110.03%0.03%0.03%Q1 2016Q1 20161
Authentikos Wealth Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
LEE DANNER & BASS INC 110.06%0.06%0.06%Q3 2023Q3 20231
Pinkerton Retirement Specialists, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Alpha Financial Advisors, LLC 110.22%0.22%0.22%Q1 2023Q1 20231
Buck Wealth Strategies, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ING GROEP NV 110.01%0.01%0.01%Q1 2013Q1 20131
FARR MILLER & WASHINGTON LLC/DC 110.04%0.04%0.04%Q4 2016Q4 20161
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ELEVATUS WELATH MANAGEMENT 110.43%0.43%0.43%Q3 2023Q3 20231
Key Bridge Compliance, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
KPP Advisory Services LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Ramirez Asset Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
TMD & ASSOCIATES, INC 110.48%0.48%0.48%Q4 2016Q4 20161
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
Arlington Trust Co LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
IAMS WEALTH MANAGEMENT, LLC 110.19%0.19%0.19%Q1 2023Q1 20231
HBK INVESTMENTS L P 110.01%0.01%0.01%Q2 2018Q2 20181
SYON CAPITAL LLC 111.01%1.01%1.01%Q3 2023Q3 20231
Dynamic Technology Lab Private Ltd 110.02%0.02%0.02%Q1 2022Q1 20221
United Community Bank 110.10%0.10%0.10%Q3 2023Q3 20231
Holloway Wealth Management, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
CapWealth Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
PineBridge Investments, L.P. 110.03%0.03%0.03%Q3 2023Q3 20231
Alpine Group USVI, LLC 110.16%0.16%0.16%Q2 2017Q2 20171
Gallagher Benefit Services, Inc. 110.41%0.41%0.41%Q4 2022Q4 20221
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 112.75%2.75%2.75%Q3 2013Q3 20131
GUARDIAN CAPITAL ADVISORS LP 110.18%0.18%0.18%Q3 2023Q3 20231
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q1 2016Q1 20161
ETRADE Capital Management LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Meru Capital Group, LP 110.95%0.95%0.95%Q1 2017Q1 20171
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
iAB Financial Bank 110.13%0.13%0.13%Q1 2017Q1 20171
Summit Asset Management, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Retirement Planning Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Windhaven Investment Management, Inc. 111.17%1.17%1.17%Q4 2017Q4 20171
ALTEGRIS ADVISORS, L.L.C. 112.62%2.62%2.62%Q4 2016Q4 20161
1ST SOURCE BANK 110.02%0.02%0.02%Q3 2020Q3 20201
STERNE AGEE GROUP, INC. 110.12%0.12%0.12%Q1 2015Q1 20151
FIRST NATIONAL BANK OF OMAHA 110.02%0.02%0.02%Q4 2017Q4 20171
Highstreet Asset Management Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Rock Creek Group, LP 110.00%0.00%0.00%Q1 2021Q1 20211
Brouwer & Janachowski, LLC 110.10%0.10%0.10%Q1 2016Q1 20161
CAPITAL ONE, NATIONAL ASSOCIATION 110.79%0.79%0.79%Q4 2019Q4 20191
Kingfisher Capital LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Constellation Wealth Advisors, LLC 110.25%0.25%0.25%Q2 2013Q2 20131
Nantahala Capital Management 114.28%4.28%4.28%Q2 2019Q2 20191
SCHARF INVESTMENTS, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Biondo Investment Advisors, LLC 110.35%0.35%0.35%Q4 2019Q4 20191
SAC Capital Advisors LP 110.23%0.23%0.23%Q1 2014Q1 20141
SPRING CREEK CAPITAL LLC 110.37%0.37%0.37%Q4 2018Q4 20181
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 110.01%0.01%0.01%Q3 2020Q3 20201
Partner Investment Management, L.P. 113.70%3.70%3.70%Q2 2017Q2 20171
Palisade Asset Management, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
NORTHWESTERN MUTUAL LIFE INSURANCE CO 110.00%0.00%0.00%Q2 2013Q2 20131
OLD MISSION CAPITAL, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Efficient Market Advisors, LLC 110.16%0.16%0.16%Q4 2015Q4 20151
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 110.30%0.30%0.30%Q3 2020Q3 20201
Capital Directions Investment Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
USA MUTUALS ADVISORS, INC. 110.22%0.22%0.22%Q4 2017Q4 20171
FIDUCIARY TRUST INTERNATIONAL LLC 110.01%0.01%0.01%Q4 2018Q4 20181
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 116.13%6.13%6.13%Q4 2015Q4 20151
SPC Financial, Inc. 110.11%0.11%0.11%Q4 2018Q4 20181
TradeLink Global Equity LLC 110.78%0.78%0.78%Q2 2014Q2 20141
FIRST FINANCIAL EQUITY CORPORATION 110.62%0.62%0.62%Q1 2017Q1 20171
Employees Retirement System of Texas 110.58%0.58%0.58%Q3 2023Q3 20231
Nicholas Investment Partners, LP 110.27%0.27%0.27%Q4 2021Q4 20211
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 110.14%0.14%0.14%Q1 2019Q1 20191
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. 115.29%5.29%5.29%Q3 2016Q3 20161
Madison Scottsdale, LC 110.30%0.30%0.30%Q2 2013Q2 20131
NBC SECURITIES, INC. 110.12%0.12%0.12%Q3 2023Q3 20231
CONNING INC. 110.02%0.02%0.02%Q4 2016Q4 20161
PRICE T ROWE ASSOCIATES INC /MD/ 110.00%0.00%0.00%Q3 2019Q3 20191
Aureus Asset Management, LLC 110.06%0.06%0.06%Q4 2016Q4 20161
Stanford Investment Group, Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
BCM ADVISORS, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
BlueCrest Capital Management LLP 110.15%0.15%0.15%Q3 2013Q3 20131
HARRIS ASSOCIATES L P 110.00%0.00%0.00%Q1 2023Q1 20231
TIG Advisors, LLC 110.64%0.64%0.64%Q3 2019Q3 20191
FOUNDERS BANK & TRUST 110.01%0.01%0.01%Q3 2013Q3 20131
Indiana Trust & Investment Management CO 110.06%0.06%0.06%Q3 2023Q3 20231
Magnetar Financial LLC 110.59%0.59%0.59%Q1 2014Q1 20141
Legacy Private Trust Co. 110.22%0.22%0.22%Q4 2022Q4 20221
Rathbones Group PLC 110.01%0.01%0.01%Q3 2023Q3 20231
Coho Partners, Ltd. 110.09%0.09%0.09%Q4 2019Q4 20191
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
Estabrook Capital Management 110.21%0.21%0.21%Q4 2019Q4 20191
Ironwood Investment Counsel, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Independent Portfolio Consultants, Inc. 110.82%0.82%0.82%Q3 2014Q3 20141
Amici Capital, LLC 110.73%0.73%0.73%Q3 2013Q3 20131
Stadion Money Management, LLC 111.24%1.24%1.24%Q2 2014Q2 20141
Oasis Management Co Ltd. 110.43%0.43%0.43%Q2 2016Q2 20161
FIRST INTERSTATE BANCSYSTEM INC 112.93%2.93%2.93%Q1 2021Q1 20211
Luxor Capital Group, LP 112.37%2.37%2.37%Q3 2016Q3 20161
Edgewood Management 110.01%0.01%0.01%Q4 2018Q4 20181
JMG Financial Group, Ltd. 110.02%0.02%0.02%Q4 2019Q4 20191
GEMS MANAGEMENT LTD 111.74%1.74%1.74%Q2 2013Q2 20131
SOCIETE GENERALE 110.09%0.09%0.09%Q2 2016Q2 20161
Weaver C. Barksdale & Associates, Inc. 110.23%0.23%0.23%Q4 2017Q4 20171
First American Bank 110.01%0.01%0.01%Q4 2019Q4 20191
VAN ECK ASSOCIATES CORP 110.01%0.01%0.01%Q1 2016Q1 20161
SCOPIA CAPITAL MANAGEMENT LP 116.50%6.50%6.50%Q1 2022Q1 20221
GENWORTH FINANCIAL INC 110.23%0.23%0.23%Q2 2013Q2 20131
JANUS HENDERSON GROUP PLC 110.00%0.00%0.00%Q2 2020Q2 20201
TANDEM CAPITAL MANAGEMENT CORP /ADV 110.16%0.16%0.16%Q4 2022Q4 20221
ALESCO ADVISORS LLC 110.04%0.04%0.04%Q3 2023Q3 20231
WS MANAGEMENT LLLP 110.52%0.52%0.52%Q3 2015Q3 20151
MERITAGE PORTFOLIO MANAGEMENT 110.10%0.10%0.10%Q2 2019Q2 20191
Moser Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Menard Financial Group LLC 110.89%0.89%0.89%Q2 2022Q2 20221
Emerald Advisors, LLC 110.37%0.37%0.37%Q4 2019Q4 20191
QP WEALTH MANAGEMENT, LLC 110.34%0.34%0.34%Q4 2019Q4 20191
Goodwin Investment Advisory 110.04%0.04%0.04%Q2 2022Q2 20221
CWS Financial Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Apella Capital, LLC 110.11%0.11%0.11%Q2 2021Q2 20211
AXS Investments LLC 110.46%0.46%0.46%Q2 2023Q2 20231
Aprio Wealth Management, LLC 110.67%0.67%0.67%Q2 2020Q2 20201
Cascadia Advisory Services, LLC 110.59%0.59%0.59%Q2 2020Q2 20201
PAX Financial Group, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Kerntke Otto McGlone Wealth Management Group 110.04%0.04%0.04%Q4 2022Q4 20221
Americana Partners, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Watson Rebecca 110.01%0.01%0.01%Q2 2020Q2 20201
Privium Fund Management B.V. 111.88%1.88%1.88%Q2 2023Q2 20231
Blueprint Investment Partners LLC 110.24%0.24%0.24%Q2 2023Q2 20231
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Fiduciary Planning LLC 110.15%0.15%0.15%Q3 2023Q3 20231
TFG Advisers LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Candlestick Capital Management LP 111.88%1.88%1.88%Q2 2022Q2 20221
Beacon Harbor Wealth Advisors, Inc. 113.14%3.14%3.14%Q4 2021Q4 20211
Ascendant Capital Management, LLC 117.31%7.31%7.31%Q4 2022Q4 20221
PNC Managed Account Solutions, Inc. 114.40%4.40%4.40%Q2 2021Q2 20211
OneAscent Financial Services LLC 110.10%0.10%0.10%Q4 2022Q4 20221
TRADITION ASSET MANAGEMENT LLC 110.39%0.39%0.39%Q1 2020Q1 20201
Ikarian Capital, LLC 110.81%0.81%0.81%Q1 2023Q1 20231
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MBE Wealth Management, LLC 110.09%0.09%0.09%Q1 2020Q1 20201
CPR Investments Inc. 1112.51%12.51%12.51%Q2 2022Q2 20221
McAlister, Sweet & Associates, Inc. 111.27%1.27%1.27%Q4 2021Q4 20211
Sentinus, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Foster Victor Wealth Advisors, LLC 110.21%0.21%0.21%Q4 2019Q4 20191
Van Leeuwen & Company, LLC 112.11%2.11%2.11%Q4 2018Q4 20181
HNP Capital LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Noked Israel Ltd 112.39%2.39%2.39%Q2 2022Q2 20221
New World Advisors LLC 110.30%0.30%0.30%Q2 2021Q2 20211
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.49%0.49%0.49%Q4 2021Q4 20211
Scarborough Advisors, LLC 110.13%0.13%0.13%Q4 2021Q4 20211
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
MA Private Wealth 111.43%1.43%1.43%Q3 2023Q3 20231
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 111.18%1.18%1.18%Q3 2020Q3 20201
Semmax Financial Advisors Inc. 110.01%0.01%0.01%Q1 2019Q1 20191
PACES FERRY WEALTH ADVISORS, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
WFA of San Diego, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Personal Wealth Partners 110.01%0.01%0.01%Q2 2021Q2 20211
BLUESTEIN R H & CO LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Signet Investment Advisory Group, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
External links

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