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%0.06%0.36%Q1 2012Q3 2023134
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.02%0.09%Q2 2013Q3 2023119
CITIGROUP INC 42420.00%0.11%0.75%Q2 2013Q3 2023113
BARCLAYS PLC 42420.00%0.09%1.07%Q2 2013Q3 2023112
Parallax Volatility Advisers, L.P. 42420.00%0.02%0.13%Q2 2013Q3 2023108
BANK OF AMERICA CORP /DE/ 42420.00%0.10%0.37%Q2 2013Q3 2023104
WELLS FARGO & COMPANY/MN 42420.00%0.04%0.18%Q2 2013Q3 202399
Walleye Trading LLC 42420.00%0.02%0.14%Q2 2013Q3 202399
Citadel Advisors 39390.00%0.02%0.08%Q1 2014Q3 202396
UBS Group AG 36360.00%0.06%0.24%Q4 2014Q3 202395
ROYAL BANK OF CANADA 42420.00%0.02%0.15%Q2 2013Q3 202392
CREDIT SUISSE AG/ 43430.00%0.04%0.22%Q1 2013Q3 202386
Cutler Group LLC / CA 32320.00%0.05%0.46%Q4 2015Q3 202383
JANE STREET GROUP, LLC 3210.00%0.05%0.41%Q2 2014Q3 202381
WOLVERINE TRADING, LLC 1840.00%0.02%0.11%Q2 2016Q3 202380
MILLENNIUM MANAGEMENT LLC 2290.00%0.04%0.29%Q2 2013Q3 202378
HSBC HOLDINGS PLC 47470.00%0.02%0.22%Q1 2012Q3 202376
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.12%0.73%Q2 2013Q3 202376
TWO SIGMA SECURITIES, LLC 1310.00%0.29%5.15%Q4 2014Q3 202366
Paloma Partners Management Co 3020.00%0.19%2.34%Q4 2013Q3 202366
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.20%Q2 2013Q3 202361
HUNTINGTON NATIONAL BANK 59590.00%0.01%0.02%Q1 2009Q3 202359
CAPITAL FUND MANAGEMENT S.A. 910.00%0.04%0.19%Q2 2014Q3 202358
NOMURA HOLDINGS INC 2620.00%0.11%2.16%Q4 2012Q3 202258
Jefferies Group LLC 1310.00%0.09%0.75%Q2 2013Q3 202254
Creative Planning 42420.00%0.01%0.03%Q2 2013Q3 202354
TWO SIGMA INVESTMENTS, LP 2520.00%0.20%0.61%Q2 2013Q3 202354
Twin Tree Management, LP 1510.00%0.05%0.22%Q4 2012Q3 202353
HighTower Advisors, LLC 42420.00%0.06%0.14%Q2 2013Q3 202349
WOLVERINE ASSET MANAGEMENT LLC 1210.00%0.04%0.37%Q2 2013Q4 202149
MUFG Americas Holdings Corp 48480.00%0.01%0.03%Q4 2010Q3 202248
HAP Trading, LLC 1010.00%0.12%2.02%Q4 2013Q3 202347
Financial Architects, Inc 3640.00%0.23%0.50%Q2 2013Q2 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.01%0.03%Q4 2012Q3 202344
Cetera Advisor Networks LLC 43430.05%0.20%1.09%Q1 2013Q3 202343
LYNCH & ASSOCIATES/IN 43430.07%0.11%0.22%Q2 2013Q4 202343
Veritable, L.P. 43430.04%0.09%0.15%Q4 2012Q2 202343
BAR HARBOR WEALTH MANAGEMENT 43430.92%1.21%1.43%Q1 2013Q3 202343
Montecito Bank & Trust 43430.06%0.27%1.04%Q2 2013Q4 202343
BlackRock Inc. 35350.00%0.05%0.26%Q1 2015Q3 202343
Carnegie Capital Asset Management, LLC 42420.05%0.16%0.28%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42420.16%0.23%0.33%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.02%0.18%0.47%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
Sandy Spring Bank 42420.00%0.02%0.06%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.45%0.97%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.01%0.43%1.09%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.06%0.17%0.46%Q2 2013Q3 202342
ARROW FINANCIAL CORP 42420.02%0.09%0.19%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.00%0.10%0.74%Q2 2013Q3 202342
CIBC WORLD MARKET INC. 42420.00%0.06%0.38%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.04%0.13%0.59%Q2 2013Q3 202342
INTERACTIVE FINANCIAL ADVISORS, INC. 42420.49%0.84%1.83%Q2 2013Q3 202342
Squarepoint Ops LLC 1730.00%0.10%0.51%Q2 2016Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.01%0.04%0.11%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.14%0.18%0.22%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.16%1.74%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.02%0.18%0.99%Q2 2013Q3 202342
LPL Financial LLC 42420.09%0.22%0.76%Q2 2013Q3 202342
Windsor Capital Management, LLC 42420.33%0.69%1.35%Q2 2013Q3 202342
FCA CORP /TX 42421.19%1.83%3.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.02%0.17%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.32%1.08%2.16%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
CHILTON CAPITAL MANAGEMENT LLC 42420.02%0.08%0.16%Q2 2013Q3 202342
FIRST MERCHANTS CORP 42420.14%0.47%1.04%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.03%0.08%0.14%Q2 2013Q3 202342
NBT BANK N A /NY 42420.06%0.14%0.20%Q2 2013Q3 202342
Smith, Salley & Associates 42420.02%0.19%0.86%Q2 2013Q3 202342
GREAT LAKES ADVISORS, LLC 42420.05%0.12%0.33%Q2 2013Q3 202342
SPINNAKER TRUST 42420.54%1.29%2.34%Q2 2013Q3 202342
MORGAN STANLEY 42420.06%0.13%0.34%Q2 2013Q3 202342
Cetera Advisors LLC 42420.05%0.26%0.65%Q2 2013Q3 202342
OLD NATIONAL BANCORP /IN/ 42420.27%0.85%1.75%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.00%0.19%0.37%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.04%0.15%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.08%0.45%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.03%0.09%0.27%Q2 2013Q3 202342
Ledyard National Bank 42420.00%0.88%2.03%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.02%0.04%0.07%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.14%0.50%Q2 2013Q3 202342
Nelson Capital Management, LLC 42420.28%0.45%0.54%Q2 2013Q3 202342
Callan Capital, LLC 42420.43%1.25%2.65%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.01%0.04%0.07%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.05%0.27%Q2 2013Q3 202342
TIEDEMANN ADVISORS, LLC 42420.03%4.17%25.42%Q2 2013Q3 202342
WestEnd Advisors, LLC 42420.00%1.59%6.66%Q2 2013Q3 202342
Smithfield Trust Co 42420.00%0.00%0.01%Q2 2013Q3 202342
FMR LLC 42420.00%0.00%0.02%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.26%0.74%1.44%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.00%0.00%Q2 2013Q3 202342
First National Bank of Hutchinson 42420.40%0.86%1.20%Q2 2013Q3 202342
TOTH FINANCIAL ADVISORY CORP 42420.31%0.79%1.13%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.01%0.02%0.04%Q2 2013Q3 202342
US BANCORP \DE\ 42420.04%0.08%0.12%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.03%0.05%0.10%Q2 2013Q3 202342
MARTIN & CO INC /TN/ 42420.99%1.25%1.59%Q2 2013Q3 202342
Sabal Trust CO 42420.22%0.35%0.86%Q2 2013Q3 202342
FIRST UNITED BANK & TRUST 42420.20%0.71%1.10%Q2 2013Q3 202342
Boltwood Capital Management 42420.28%0.57%1.10%Q3 2013Q4 202342
Acropolis Investment Management, LLC 42420.04%0.11%0.36%Q2 2013Q3 202342
Spot Trading L.L.C 16160.00%0.05%0.20%Q2 2013Q1 201742
SCOTIA CAPITAL INC. 41410.01%0.03%0.11%Q3 2013Q3 202341
Exchange Capital Management, Inc. 24170.01%0.33%1.22%Q2 2013Q3 202341
BOKF, NA 3290.01%0.02%0.03%Q2 2013Q3 202341
STEPHENS INC /AR/ 41410.02%0.06%0.14%Q3 2013Q3 202341
GLENMEDE TRUST CO NA 3380.00%0.01%0.01%Q2 2013Q3 202341
PARSONS CAPITAL MANAGEMENT INC/RI 41410.02%0.03%0.05%Q2 2013Q2 202341
Private Advisor Group, LLC 40400.00%0.22%0.43%Q4 2013Q3 202341
M&T BANK CORP 26150.00%0.00%0.01%Q2 2013Q3 202341
ASSETMARK, INC 41410.00%0.29%2.22%Q3 2013Q3 202341
DUNCKER STREETT & CO INC 25160.00%0.01%0.01%Q2 2013Q3 202341
First Horizon Advisors, Inc. 41410.03%0.05%0.09%Q3 2013Q3 202341
Atria Investments, Inc 28130.02%0.28%1.58%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.06%0.26%Q2 2013Q3 202341
Prospera Financial Services Inc 3830.03%0.88%5.52%Q2 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.05%0.09%0.15%Q2 2013Q3 202341
MACROVIEW INVESTMENT MANAGEMENT LLC 23180.00%0.55%5.86%Q2 2013Q3 202341
Swan Global Investments, LLC 40401.34%5.69%9.15%Q4 2013Q3 202340
LOWE BROCKENBROUGH & CO INC 20200.04%0.39%0.82%Q2 2013Q3 202340
Estate Counselors, LLC 24160.10%1.01%2.91%Q2 2013Q3 202340
Raymond James Financial Services Advisors, Inc. 2110.00%0.12%0.32%Q2 2013Q3 202340
United Asset Strategies, Inc. 2420.13%1.83%3.37%Q2 2013Q3 202340
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40400.15%0.54%0.91%Q4 2013Q3 202340
CITY HOLDING CO 40400.01%0.03%0.07%Q4 2013Q3 202340
Oakworth Capital, Inc. 40400.46%1.74%2.42%Q4 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.00%0.05%0.38%Q4 2013Q4 202340
DONALDSON CAPITAL MANAGEMENT, LLC 3610.02%0.05%0.12%Q1 2010Q4 202240
Capital Investment Advisors, LLC 3370.08%0.26%1.14%Q4 2013Q4 202340
Avidian Wealth Solutions, LLC 24150.02%1.88%8.24%Q4 2013Q3 202339
ARS Investment Partners, LLC 26130.09%0.45%1.30%Q4 2013Q3 202339
D.A. DAVIDSON & CO. 27120.00%0.02%0.11%Q2 2013Q3 202339
Renaissance Technologies 1250.00%0.01%0.05%Q2 2013Q3 202339
Goelzer Investment Management, Inc. 2230.02%0.05%0.17%Q1 2013Q3 202339
Janney Montgomery Scott LLC 29100.02%0.55%1.22%Q3 2013Q3 202339
St. Johns Investment Management Company, LLC 39390.01%0.18%0.32%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.04%0.08%Q1 2014Q3 202339
BALYASNY ASSET MANAGEMENT L.P. 910.00%0.10%0.45%Q2 2013Q3 202339
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3810.01%0.15%1.14%Q2 2013Q3 202339
BAILARD, INC. 3180.01%0.03%0.05%Q4 2013Q3 202339
Kovack Advisors, Inc. 3260.07%0.38%2.05%Q1 2014Q3 202338
Ameritas Investment Partners, Inc. 38380.00%0.02%0.10%Q2 2014Q3 202338
COMMERCE BANK 38380.01%0.01%0.02%Q2 2014Q3 202338
FOUNDERS FINANCIAL SECURITIES LLC 2410.15%0.53%3.98%Q4 2013Q3 202338
ALPS ADVISORS INC 2840.10%0.15%0.25%Q3 2013Q3 202338
Advisory Services Network, LLC 2710.03%0.14%0.32%Q4 2013Q3 202338
Tortoise Investment Management, LLC 3340.00%0.00%0.01%Q4 2012Q2 202337
MURPHY CAPITAL MANAGEMENT INC 37370.20%0.75%1.44%Q2 2013Q2 202237
REGIONS FINANCIAL CORP 37370.00%0.01%0.06%Q3 2014Q3 202337
ORLEANS CAPITAL MANAGEMENT CORP/LA 23140.20%0.80%2.51%Q2 2014Q3 202337
CWM, LLC 2410.01%0.19%2.66%Q4 2013Q3 202337
CAPTRUST FINANCIAL ADVISORS 3210.00%0.03%0.07%Q2 2013Q3 202337
Kessler Investment Group, LLC 2980.00%0.47%1.29%Q4 2013Q3 202337
RiverFront Investment Group, LLC 37370.26%1.19%2.74%Q3 2014Q3 202337
Biltmore Wealth Management, LLC 36362.58%5.98%15.94%Q4 2014Q3 202336
Affiance Financial, LLC 36360.79%4.59%17.63%Q4 2014Q3 202336
Rehmann Capital Advisory Group 1620.01%0.08%0.17%Q2 2011Q3 202336
HT Partners LLC 1910.08%1.05%7.92%Q2 2013Q3 202336
RNC CAPITAL MANAGEMENT LLC 36360.02%0.03%0.05%Q3 2014Q2 202336
Dakota Wealth Management 36360.04%0.26%0.65%Q4 2014Q3 202336
CULLEN/FROST BANKERS, INC. 1970.00%0.01%0.02%Q4 2013Q3 202336
Highlander Capital Management, LLC 36360.01%0.06%0.11%Q4 2014Q3 202336
Sigma Planning Corp 36360.16%0.24%0.51%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.04%0.09%0.31%Q4 2014Q3 202336
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1530.00%0.18%1.80%Q2 2013Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.01%0.63%2.61%Q4 2014Q3 202336
KINGS POINT CAPITAL MANAGEMENT 36360.01%0.06%0.60%Q2 2013Q1 202236
Meristem Family Wealth, LLC 36360.14%0.47%0.78%Q2 2013Q1 202236
Tower Research Capital LLC (TRC) 2880.00%0.49%3.58%Q3 2014Q3 202336
Hudock, Inc. 3330.00%0.03%0.25%Q3 2014Q3 202336
BUTENSKY & COHEN FINANCIAL SECURITY, INC 36360.48%0.73%0.93%Q4 2014Q3 202336
BANK OF NOVA SCOTIA 1510.00%0.22%1.74%Q1 2013Q3 202336
People's United Financial, Inc. 35350.01%0.04%0.26%Q2 2013Q4 202135
FIL Ltd 3410.00%0.01%0.01%Q4 2014Q3 202335
Roble, Belko & Company, Inc 35350.14%0.36%0.81%Q1 2015Q3 202335
Chevy Chase Trust Holdings, LLC 3320.00%0.00%0.01%Q4 2014Q3 202335
BANK HAPOALIM BM 2950.06%1.63%11.25%Q4 2013Q2 202335
CHICAGO TRUST Co NA 35350.10%0.15%0.21%Q1 2015Q3 202335
TWO SIGMA ADVISERS, LP 1410.00%0.33%0.75%Q2 2013Q3 202335
COUNTRY TRUST BANK 3410.00%0.05%0.25%Q4 2014Q4 202335
ADIRONDACK TRUST CO 19160.00%0.03%0.11%Q2 2013Q3 202335
WHITTIER TRUST CO 2820.00%0.02%0.33%Q2 2013Q3 202335
AGF INVESTMENTS INC. 3010.00%0.38%0.93%Q4 2013Q3 202234
Brookstone Capital Management 2020.01%0.66%4.08%Q4 2013Q3 202334
Cypress Capital Management LLC (WY) 3040.00%0.32%3.71%Q4 2014Q3 202334
Winfield Associates, Inc. 34340.11%0.92%2.19%Q4 2013Q1 202234
Baird Financial Group, Inc. 34340.01%0.03%0.18%Q2 2015Q3 202334
Mariner, LLC 2260.01%0.03%0.11%Q4 2013Q3 202334
KANAWHA CAPITAL MANAGEMENT LLC 3220.04%0.08%0.10%Q1 2015Q3 202334
Beaumont Financial Partners, LLC 2310.07%0.82%3.04%Q2 2013Q3 202234
Psagot Value Holdings Ltd. 34340.12%1.53%2.42%Q2 2013Q3 202134
WBH ADVISORY INC 3130.46%0.78%1.05%Q1 2015Q3 202334
WESBANCO BANK INC 2440.01%0.04%0.12%Q4 2014Q3 202334
DEUTSCHE BANK AG\ 2360.00%0.01%0.12%Q3 2013Q3 202333
NATIXIS 1920.01%0.54%3.44%Q2 2013Q3 202333
Endurance Wealth Management, Inc. 33330.03%0.19%0.75%Q2 2015Q2 202333
Cetera Investment Advisers 32320.00%0.13%0.19%Q4 2015Q3 202333
COLONY GROUP LLC 2810.00%0.03%0.20%Q4 2013Q3 202333
Kingsview Wealth Management, LLC 2060.00%0.47%1.27%Q1 2017Q3 202333
Krilogy Financial LLC 33330.27%0.50%1.25%Q3 2015Q3 202333
MARSHALL WACE, LLP 1310.00%0.02%0.09%Q2 2013Q3 202333
EDMOND DE ROTHSCHILD HOLDING S.A. 3120.00%0.01%0.03%Q2 2015Q3 202333
Mirae Asset Global Investments Co., Ltd. 2210.01%0.19%0.54%Q2 2011Q3 202333
HOWE & RUSLING INC 2310.00%0.01%0.02%Q2 2013Q3 202333
Mount Lucas Management LP 910.33%1.56%3.24%Q2 2013Q4 202233
Migdal Insurance & Financial Holdings Ltd. 32320.03%1.33%5.23%Q4 2015Q3 202332
Dynamic Advisor Solutions LLC 1520.00%0.26%0.63%Q4 2013Q3 202332
Anchor Investment Management, LLC 32320.00%0.02%0.04%Q1 2016Q4 202332
TORONTO DOMINION BANK 1710.00%0.01%0.07%Q1 2013Q3 202332
Pinnacle Advisory Group, Inc. 32321.34%5.26%12.64%Q2 2013Q1 202132
REILLY FINANCIAL ADVISORS, LLC 2840.01%0.02%0.03%Q2 2013Q4 202132
HOWARD CAPITAL MANAGEMENT 32320.35%0.51%0.78%Q1 2013Q4 202032
Evercore Wealth Management, LLC 1510.00%0.01%0.03%Q2 2013Q3 202332
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2570.32%2.94%6.64%Q2 2013Q4 202232
Jackson, Grant Investment Advisers, Inc. 32320.35%0.62%1.15%Q4 2015Q3 202332
SIGNATUREFD, LLC 2310.00%0.02%0.09%Q3 2013Q3 202332
Institute for Wealth Management, LLC. 1810.05%1.02%4.38%Q2 2013Q3 202332
Asset Dedication, LLC 32320.00%0.02%0.10%Q4 2015Q3 202332
WEDBUSH SECURITIES INC 3110.03%0.06%0.11%Q1 2015Q3 202332
MARK SHEPTOFF FINANCIAL PLANNING, LLC 32320.01%0.01%0.03%Q4 2015Q3 202332
BANQUE PICTET & CIE SA 22100.01%0.06%0.16%Q2 2015Q3 202332
Harel Insurance Investments & Financial Services Ltd. 32320.05%2.53%6.50%Q4 2015Q3 202332
SWARTHMORE GROUP INC 32321.47%4.63%8.29%Q2 2013Q1 202132
Simmons Bank 31310.12%0.19%0.32%Q1 2016Q3 202331
Stillwater Capital Advisors, LLC 31310.54%0.77%1.00%Q1 2016Q3 202331
STERLING INVESTMENT MANAGEMENT, LLC 31310.16%0.25%0.36%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.02%0.06%0.22%Q1 2016Q3 202331
Allworth Financial LP 31310.00%0.00%0.01%Q1 2016Q3 202331
ARS Wealth Advisors, LLC 31310.07%2.86%8.66%Q4 2013Q2 202131
Transamerica Financial Advisors, Inc. 2310.00%0.97%7.13%Q2 2013Q3 202331
CHEMUNG CANAL TRUST CO 2470.06%0.21%0.80%Q1 2016Q4 202331
Sutton Wealth Advisors Inc. 31310.28%0.42%0.82%Q1 2016Q3 202331
Strategic Advisors LLC 31310.15%0.33%0.59%Q1 2016Q3 202331
Carroll Financial Associates, Inc. 3010.00%0.01%0.01%Q1 2014Q4 202131
IFP Advisors, Inc 17140.01%0.08%0.32%Q4 2015Q3 202331
MOTCO 31310.00%0.01%0.01%Q2 2013Q4 202031
MERITAGE PORTFOLIO MANAGEMENT 2120.22%0.80%1.73%Q4 2014Q2 202331
CHURCHILL MANAGEMENT Corp 1310.18%2.18%4.79%Q2 2013Q3 202331
CLEAR STREET MARKETS LLC 1110.00%0.66%7.50%Q2 2013Q3 202231
TRUIST FINANCIAL CORP 1660.00%0.12%0.51%Q3 2013Q3 202330
First Allied Advisory Services, Inc. 30300.04%0.13%0.26%Q2 2013Q3 202030
Trust Co 2280.00%0.88%4.82%Q1 2015Q3 202330
StrategIQ Financial Group, LLC 30300.13%0.33%1.08%Q2 2016Q3 202330
Jacobi Capital Management LLC 30300.01%0.12%0.18%Q2 2016Q3 202330
BLAIR WILLIAM & CO/IL 30300.00%0.01%0.01%Q2 2016Q3 202330
ACG Wealth 2910.02%0.55%1.25%Q4 2014Q2 202230
Destination Wealth Management 30300.00%0.22%0.33%Q2 2016Q3 202330
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 30300.12%1.75%3.94%Q4 2014Q1 202230
Baldwin Investment Management, LLC 2280.05%0.10%0.14%Q2 2013Q4 202030
Intercontinental Wealth Advisors, LLC 15140.08%0.17%0.27%Q1 2016Q2 202329
INTEGRAL DERIVATIVES, LLC 1060.01%0.05%0.23%Q4 2013Q1 201829
Marquette Asset Management, LLC 2720.33%0.47%0.64%Q2 2013Q2 202229
Ayalon Insurance Comp Ltd. 2180.75%1.98%3.57%Q1 2015Q3 202329
Mechanics Bank Trust Department 29290.24%0.30%0.39%Q3 2016Q3 202329
Compagnie Lombard Odier SCmA 1330.00%0.03%0.09%Q4 2013Q3 202329
Bollard Group LLC 29290.00%0.00%0.00%Q3 2016Q3 202329
FIFTH THIRD SECURITIES, INC. 2360.17%2.45%6.97%Q2 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.29%0.77%Q4 2013Q4 202029
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 16130.09%1.69%4.39%Q4 2014Q1 202229
DOW CHEMICAL CO /DE/ 2720.43%3.01%29.43%Q2 2013Q3 202029
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2810.01%0.25%0.85%Q3 2015Q3 202329
FIDUCIARY TRUST INTERNATIONAL LLC 29290.23%0.34%1.06%Q2 2013Q2 202029
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 2160.01%0.08%0.30%Q2 2013Q2 202128
Private Wealth Advisors, Inc. 2710.13%0.41%0.62%Q2 2013Q3 202028
AUA CAPITAL MANAGEMENT, LLC 28280.07%0.18%0.25%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.04%0.37%0.62%Q4 2016Q3 202328
WP Advisors, LLC 28280.92%1.57%2.73%Q4 2016Q3 202328
Moloney Securities Asset Management, LLC 28280.10%0.19%0.29%Q4 2016Q3 202328
Jump Trading, LLC 910.00%0.05%0.24%Q2 2013Q1 201928
FACTORY MUTUAL INSURANCE CO 16120.01%0.17%0.40%Q3 2015Q3 202328
BOYS ARNOLD & CO INC 28280.14%0.32%0.46%Q2 2013Q1 202028
Laurel Wealth Advisors, Inc. 28280.40%1.04%2.31%Q1 2016Q4 202228
Thomasville National Bank 2710.00%0.08%0.10%Q1 2015Q3 202328
INGALLS & SNYDER LLC 28280.02%0.03%0.04%Q4 2016Q3 202328
MEEDER ASSET MANAGEMENT INC 1010.00%0.02%0.10%Q3 2013Q1 202228
SL ADVISORS, LLC 1640.48%2.03%5.67%Q2 2016Q3 202328
North Star Investment Management Corp. 28280.01%0.05%0.07%Q4 2016Q3 202328
Global Retirement Partners, LLC 28280.03%0.11%0.38%Q4 2016Q3 202328
Evanson Asset Management, LLC 28280.06%0.10%0.14%Q4 2016Q3 202328
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 27270.00%0.46%0.74%Q1 2017Q3 202328
Sargent Bickham Lagudis LLC 28280.00%0.04%0.16%Q1 2016Q4 202228
Parallel Advisors, LLC 28280.02%0.04%0.10%Q4 2016Q3 202328
J. Goldman & Co LP 710.02%0.40%2.15%Q2 2013Q3 202328
SUMITOMO MITSUI FINANCIAL GROUP, INC. 28280.12%0.51%3.67%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.05%0.08%0.12%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 2340.00%0.03%0.11%Q4 2016Q3 202327
DAVENPORT & Co LLC 1910.00%0.02%0.10%Q1 2015Q3 202327
Archford Capital Strategies, LLC 27270.06%1.07%2.10%Q1 2014Q3 202027
Pacific Center for Financial Services 2430.00%0.01%0.01%Q4 2016Q3 202327
MYCIO WEALTH PARTNERS, LLC 27270.00%0.02%0.05%Q2 2013Q4 201927
Conservest Capital Advisors, Inc. 27274.77%5.66%7.16%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.10%0.19%0.65%Q2 2013Q4 201927
Ironwood Financial, llc 2340.02%0.02%0.04%Q4 2014Q3 202127
Karp Capital Management Corp 1310.04%1.99%4.54%Q4 2014Q3 202227
FIRST INTERSTATE BANK 1250.00%0.62%1.33%Q3 2015Q3 202327
COMMERZBANK AKTIENGESELLSCHAFT /FI 27270.02%0.68%2.02%Q2 2013Q4 201927
1832 Asset Management L.P. 1710.00%0.02%0.11%Q4 2014Q3 202327
Rothschild Capital Partners, LLC 27271.72%5.09%7.19%Q1 2017Q3 202327
Bruderman Asset Management, LLC 2520.20%0.52%1.28%Q1 2015Q4 202127
Transform Wealth, LLC 1540.03%1.02%2.48%Q2 2016Q3 202327
MONETARY MANAGEMENT GROUP INC 27270.10%0.21%0.30%Q1 2017Q3 202327
NEXT Financial Group, Inc 14130.01%0.19%0.62%Q3 2014Q4 202127
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 27270.02%0.05%0.08%Q4 2013Q2 202027
Voya Financial Advisors, Inc. 1530.01%0.07%0.27%Q1 2016Q3 202327
M&R CAPITAL MANAGEMENT INC 27270.00%0.00%0.00%Q2 2016Q4 202227
Gerber Kawasaki Wealth & Investment Management 1010.02%0.23%0.77%Q4 2015Q3 202327
Cribstone Capital Management, LLC 27270.01%0.42%1.03%Q2 2016Q4 202227
Advocacy Wealth Management Services, LLC 1010.00%0.01%0.02%Q2 2013Q3 202227
Moisand Fitzgerald Tamayo, LLC 2520.01%0.01%0.02%Q4 2015Q3 202327
BRAVE ASSET MANAGEMENT INC 2250.01%1.34%3.66%Q4 2013Q3 202327
LEVEL FOUR ADVISORY SERVICES, LLC 1920.00%0.23%1.01%Q4 2016Q3 202326
SIGNET FINANCIAL MANAGEMENT, LLC 1250.03%0.09%0.20%Q4 2015Q3 202326
Man Group plc 1110.00%0.01%0.03%Q1 2018Q3 202326
Family Firm, Inc. 2420.08%0.12%0.16%Q2 2015Q3 202326
Point72 Asset Management, L.P. 710.00%0.06%0.31%Q4 2014Q3 202326
MML INVESTORS SERVICES, LLC 26260.13%0.23%0.38%Q2 2017Q3 202326
Analyst IMS Investment Management Services Ltd. 1970.02%0.19%0.64%Q4 2014Q3 202326
BlueCrest Capital Management Ltd 610.02%0.36%1.68%Q3 2014Q1 202326
Hanlon Investment Management, Inc. 910.11%1.27%4.33%Q3 2013Q4 202226
Crescent Grove Advisors, LLC 26260.08%0.12%0.19%Q2 2017Q3 202326
PROFFITT & GOODSON INC 26260.07%0.20%0.66%Q2 2017Q3 202326
Capital Analysts, LLC 1110.00%0.07%0.27%Q2 2013Q3 202326
Janney Capital Management LLC 1140.01%0.70%2.04%Q2 2013Q3 202326
Avalon Investment & Advisory 2060.01%0.06%0.16%Q2 2013Q1 202226
Providence First Trust Co 26261.08%2.06%4.00%Q2 2017Q3 202326
Venturi Wealth Management, LLC 26260.07%0.30%1.15%Q2 2017Q3 202326
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 26260.12%0.23%0.46%Q2 2017Q3 202326
Foothills Asset Management, Ltd. 26260.20%1.41%2.87%Q4 2013Q1 202026
THRIVENT FINANCIAL FOR LUTHERANS 13130.00%0.01%0.06%Q3 2014Q3 202326
FIRST MIDWEST BANK TRUST DIVISION 1790.02%0.17%0.36%Q4 2013Q4 202126
Fisher Asset Management, LLC 25250.00%0.01%0.04%Q3 2017Q3 202325
Ionic Capital Management LLC 610.01%0.27%1.34%Q2 2013Q3 202325
PARK AVENUE SECURITIES LLC 2410.03%0.12%0.31%Q4 2014Q3 202325
Virtu Financial LLC 1010.03%0.33%1.27%Q2 2013Q3 202325
STATE STREET CORP 1010.00%0.00%0.02%Q4 2014Q3 202325
Allen Investment Management, LLC 1960.00%0.01%0.04%Q1 2016Q3 202325
Hilltop Holdings Inc. 1010.02%0.51%1.91%Q2 2013Q3 202325
AE Wealth Management LLC 2230.02%0.06%0.12%Q2 2017Q3 202325
TIAA, FSB 25250.01%0.02%0.06%Q2 2017Q2 202325
Valeo Financial Advisors, LLC 25250.03%0.13%0.26%Q3 2017Q3 202325
Hugh Johnson Advisors LLC 25250.33%0.53%0.95%Q2 2013Q2 201925
Joel Isaacson & Co., LLC 2020.01%0.04%0.05%Q1 2015Q1 202325
Bray Capital Advisors 2410.09%0.60%1.23%Q3 2015Q3 202325
MONROE BANK & TRUST/MI 25250.62%0.86%1.25%Q2 2013Q2 201925
Concorde Asset Management, LLC 1110.14%0.63%2.39%Q1 2015Q2 202325
Smart Portfolios, LLC 1020.11%5.35%13.90%Q4 2013Q4 202125
FMA ADVISORY INC 1610.11%0.20%0.33%Q3 2013Q3 202125
Livingston Group Asset Management CO (operating as Southport Capital Management) 1510.08%0.21%0.51%Q2 2013Q1 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.08%0.12%0.15%Q4 2017Q3 202324
Nikulski Financial, Inc. 24240.29%0.56%1.19%Q4 2017Q3 202324
Hochman Cole Investment Advisors, Inc. 24243.86%4.74%6.05%Q4 2015Q3 202124
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.00%0.22%1.04%Q2 2013Q1 201924
Financial Advocates Investment Management 24240.07%0.31%1.08%Q4 2017Q3 202324
IFG Advisory, LLC 24240.60%0.76%0.94%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.07%0.17%Q4 2017Q3 202324
Front Row Advisors LLC 24240.06%0.07%0.09%Q4 2017Q3 202324
LINCOLN NATIONAL CORP 24240.01%0.03%0.13%Q4 2017Q3 202324
CYPRESS CAPITAL MANAGEMENT LLC 24240.13%0.20%0.28%Q4 2016Q3 202224
Farmers & Merchants Trust Co of Chambersburg PA 2040.02%0.64%1.14%Q4 2016Q3 202324
CIBC Private Wealth Group, LLC 13110.00%0.01%0.01%Q3 2017Q3 202324
MEITAV INVESTMENT HOUSE LTD 24240.02%1.04%5.32%Q4 2017Q3 202324
PRUDENTIAL FINANCIAL INC 1920.00%0.02%0.15%Q1 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.06%0.30%0.87%Q4 2017Q3 202324
Gradient Capital Advisors, LLC 24240.35%0.54%1.03%Q4 2017Q3 202324
Private Wealth Group, LLC 24241.03%4.51%9.58%Q4 2017Q3 202324
PEAPACK GLADSTONE FINANCIAL CORP 2040.01%0.08%0.28%Q4 2016Q3 202324
Mutual Advisors, LLC 24240.07%0.18%0.47%Q4 2017Q3 202324
DT Investment Partners, LLC 1950.00%0.87%1.69%Q2 2013Q3 202324
Johnson Financial Group, Inc. 24240.00%0.00%0.01%Q1 2014Q4 201924
Sowell Financial Services LLC 1020.06%0.12%0.25%Q4 2016Q3 202324
Vigilant Capital Management, LLC 930.00%0.00%0.01%Q3 2014Q2 202324
CAPSTONE INVESTMENT ADVISORS, LLC 710.00%0.15%0.78%Q3 2013Q3 202324
CREDIT AGRICOLE S A 1340.00%0.01%0.02%Q4 2014Q3 202324
PLIMOTH TRUST CO LLC 24240.19%0.24%0.29%Q4 2017Q3 202324
B. Riley Wealth Management, Inc. 1620.00%0.12%0.57%Q1 2014Q2 202224
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1710.00%0.00%0.02%Q2 2014Q1 202224
AMERICAN NATIONAL BANK 14100.00%0.00%0.01%Q3 2014Q3 202324
Gradient Investments LLC 1210.00%0.00%0.01%Q2 2015Q3 202324
BB&T SECURITIES, LLC 2210.04%0.28%0.90%Q2 2013Q3 201924
WASHINGTON TRUST BANK 2110.00%0.08%0.34%Q1 2014Q1 202224
Valmark Advisers, Inc. 24240.01%0.05%0.11%Q4 2017Q3 202324
Clal Insurance Enterprises Holdings Ltd 820.04%2.23%6.24%Q4 2014Q1 202323
Mount Yale Investment Advisors, LLC 23230.14%0.21%0.30%Q1 2018Q3 202323
Chesapeake Wealth Management 23230.33%0.47%0.68%Q1 2018Q3 202323
Kingfisher Capital LLC 12110.14%0.45%1.06%Q2 2013Q4 201923
Community Bank, N.A. 2210.01%0.04%0.41%Q4 2014Q3 202323
PEAK6 Investments LLC 1010.00%0.04%0.45%Q2 2020Q3 202323
Keystone Financial Group 2120.13%0.16%0.20%Q4 2017Q3 202323
Founders Capital Management 1320.00%0.01%0.03%Q1 2017Q4 202323
Belpointe Asset Management LLC 1820.03%0.15%0.54%Q3 2017Q3 202323
PUTNAM INVESTMENTS LLC 910.02%0.06%0.19%Q1 2015Q4 202223
Legacy Advisors, LLC 23230.31%0.87%1.60%Q1 2018Q3 202323
AMARILLO NATIONAL BANK 23230.97%1.35%1.91%Q1 2018Q3 202323
BROWN BROTHERS HARRIMAN & CO 1110.00%0.00%0.01%Q2 2014Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.01%0.10%0.29%Q1 2018Q3 202323
TEXAS PERMANENT SCHOOL FUND CORP 1230.00%0.03%0.10%Q1 2013Q1 202023
Lido Advisors, LLC 1930.01%0.91%4.94%Q1 2016Q3 202322
Certified Advisory Corp 11110.04%0.08%0.12%Q4 2017Q3 202322
FLAGSHIP HARBOR ADVISORS, LLC 22220.02%0.15%0.67%Q2 2018Q3 202322
Regal Investment Advisors LLC 1210.01%0.05%0.13%Q2 2013Q3 202322
Simplicity Solutions, LLC 910.02%0.40%1.65%Q1 2015Q3 202322
Financial Sense Advisors, Inc. 1810.14%3.04%11.42%Q2 2013Q4 202222
Snowden Capital Advisors LLC 1480.01%0.04%0.10%Q1 2018Q3 202322
Caprock Group, LLC 1310.02%0.04%0.08%Q2 2017Q3 202322
Baystate Wealth Management LLC 22220.06%0.94%4.51%Q2 2018Q3 202322
Bison Wealth, LLC 1110.06%0.12%0.22%Q3 2015Q3 202322
PRELUDE CAPITAL MANAGEMENT, LLC 610.00%0.13%0.88%Q3 2016Q3 202322
PEAK6 Group LLC 510.00%0.01%0.06%Q2 2013Q2 201822
FRANKLIN RESOURCES INC 1480.00%0.00%0.00%Q2 2013Q3 202322
TOCQUEVILLE ASSET MANAGEMENT L.P. 2110.00%0.01%0.01%Q2 2014Q3 202322
MCF Advisors LLC 810.00%0.03%0.08%Q4 2012Q3 202322
QUATTRO FINANCIAL ADVISORS LLC 1810.06%0.71%1.82%Q1 2017Q3 202322
Astor Investment Management LLC 1410.39%1.14%2.37%Q2 2017Q3 202322
VICTORY CAPITAL MANAGEMENT INC 1610.00%0.01%0.07%Q4 2014Q3 202322
Quantitative Investment Management, LLC 710.06%1.68%6.10%Q2 2013Q3 202322
AVIANCE CAPITAL MANAGEMENT, LLC 2020.00%0.45%1.91%Q3 2013Q1 201922
Avitas Wealth Management LLC 22220.16%0.27%1.34%Q2 2018Q3 202322
Brand Asset Management Group, Inc. 22220.10%0.11%0.12%Q2 2018Q3 202322
Moors & Cabot, Inc. 1610.02%0.04%0.06%Q2 2014Q3 202322
Westside Investment Management, Inc. 1510.00%0.05%0.24%Q3 2017Q3 202322
CONFLUENCE INVESTMENT MANAGEMENT LLC 1930.02%0.14%0.33%Q2 2013Q4 202222
Edgestream Partners, L.P. 810.03%0.87%5.37%Q2 2015Q1 202322
Wealthcare Advisory Partners LLC 22220.01%0.03%0.08%Q2 2018Q3 202322
RPg Family Wealth Advisory, LLC 910.01%0.21%0.74%Q1 2016Q3 202322
PLANNING DIRECTIONS INC 1481.85%2.07%2.60%Q1 2018Q3 202322
RiverGlades Family Offices LLC 1440.66%0.76%0.94%Q4 2017Q3 202322
BANK OF THE WEST 1470.03%0.11%0.28%Q4 2014Q1 202021
Partnervest Advisory Services LLC 730.00%0.44%0.98%Q2 2013Q3 202021
Oliver Luxxe Assets LLC 21210.09%0.22%0.50%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.03%0.23%0.47%Q3 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.03%0.05%0.08%Q1 2017Q3 202321
Choate Investment Advisors 1520.01%0.03%0.09%Q1 2018Q3 202321
SUN LIFE FINANCIAL INC 21210.04%1.49%4.61%Q3 2013Q3 201821
Capula Management Ltd 910.02%0.21%1.33%Q2 2020Q3 202321
TRUSTCORE FINANCIAL SERVICES, LLC 21210.01%0.01%0.02%Q4 2017Q4 202221
NAVELLIER & ASSOCIATES INC 510.05%0.27%0.52%Q3 2012Q2 202321
GIRARD PARTNERS LTD. 1920.04%0.09%0.20%Q4 2017Q1 202321
LYELL WEALTH MANAGEMENT, LP 1470.06%0.24%1.00%Q4 2016Q3 202321
Busey Bank 2010.06%0.11%0.21%Q4 2016Q3 202321
Sequoia Financial Advisors, LLC 1710.02%0.03%0.04%Q2 2017Q3 202321
SFMG, LLC 1510.02%2.73%6.32%Q4 2014Q2 202221
Leith Wheeler Investment Counsel Ltd. 21210.03%0.06%0.08%Q4 2018Q4 202321
WHITTIER TRUST CO OF NEVADA INC 2010.00%0.02%0.21%Q4 2017Q3 202321
DELTA ASSET MANAGEMENT LLC/TN 1740.00%0.00%0.00%Q4 2017Q3 202321
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 11100.14%0.74%2.14%Q3 2015Q4 202221
PRUDENTIAL PLC 1110.00%0.93%7.49%Q4 2016Q3 202321
Mathes Company, Inc. 1920.18%0.32%0.47%Q2 2018Q3 202321
Robertson Stephens Wealth Management, LLC 20200.14%0.30%0.87%Q4 2018Q3 202320
Granite Investment Advisors, LLC 20200.05%0.27%0.38%Q4 2016Q3 202120
WEBSTER BANK, N. A. 1820.00%0.01%0.10%Q1 2016Q1 202120
American Portfolios Advisors 20200.18%0.24%0.33%Q4 2017Q3 202220
Koshinski Asset Management, Inc. 1410.03%0.13%0.29%Q2 2017Q3 202320
KG&L Capital Management,LLC 20200.22%0.31%0.47%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.01%0.05%0.13%Q4 2018Q3 202320
NewEdge Advisors, LLC 1910.00%0.05%0.13%Q2 2017Q3 202320
Dougherty Wealth Advisers LLC 20200.47%0.85%1.30%Q4 2018Q3 202320
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 630.02%0.32%1.00%Q2 2017Q3 202320
Laurel Wealth Advisors LLC 20200.23%0.40%0.56%Q4 2018Q3 202320
Private Wealth Advisors, LLC 20201.64%3.94%6.36%Q4 2018Q3 202320
Canal Capital Management, LLC 1910.13%2.58%5.38%Q4 2014Q4 202020
SEGALL BRYANT & HAMILL, LLC 1460.01%0.01%0.01%Q2 2018Q2 202320
FDx Advisors, Inc. 410.01%0.17%0.90%Q4 2013Q3 202320
PATHSTONE FAMILY OFFICE, LLC 1410.03%0.49%1.08%Q2 2013Q3 202320
DEARBORN PARTNERS LLC 20200.01%0.02%0.02%Q4 2018Q3 202320
Meridian Wealth Advisors, LLC 20200.07%0.10%0.18%Q4 2018Q3 202320
JAMES INVESTMENT RESEARCH INC 1820.00%0.01%0.04%Q2 2013Q1 202320
AVANTAX ADVISORY SERVICES, INC. 20200.02%0.06%0.14%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.40%0.77%1.46%Q4 2014Q3 201920
Country Club Trust Company, n.a. 1910.02%0.09%0.20%Q3 2013Q4 202120
Stratos Wealth Advisors, LLC 20200.04%0.15%0.52%Q4 2018Q3 202320
SUNTRUST BANKS INC 1640.00%0.03%0.07%Q2 2013Q3 201920
Ellis Investment Partners, LLC 20200.76%0.92%1.14%Q4 2018Q3 202320
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 20200.78%1.19%1.95%Q4 2018Q3 202320
Allred Capital Management, LLC 20200.19%0.56%0.97%Q4 2018Q3 202320
Salomon & Ludwin, LLC 20201.23%1.76%2.26%Q4 2018Q3 202320
FineMark National Bank & Trust 1460.00%0.02%0.04%Q3 2013Q1 202320
Archer Investment Corp 20200.02%0.04%0.06%Q4 2018Q3 202320
Friedenthal Financial 860.14%2.68%6.42%Q4 2014Q3 202220
Prestige Wealth Management Group LLC 20200.01%0.35%2.46%Q4 2018Q3 202320
Eukles Asset Management 20200.00%0.00%0.00%Q4 2018Q3 202320
DENVER INVESTMENT ADVISORS LLC 20200.01%0.01%0.02%Q2 2013Q1 201820
SMITH, MOORE & CO. 1280.03%0.12%0.25%Q2 2018Q3 202320
PINNACLE ASSOCIATES LTD 19190.01%0.01%0.02%Q1 2019Q3 202319
Banco Santander, S.A. 720.00%0.02%0.11%Q1 2018Q3 202319
Florin Court Capital LLP 522.09%10.05%44.86%Q1 2017Q1 202319
Capital Advantage, Inc. 1720.46%4.35%6.21%Q4 2018Q3 202319
NOVARE CAPITAL MANAGEMENT LLC 930.03%1.00%1.48%Q1 2016Q3 202319
First National Bank of South Miami 19190.06%0.09%0.12%Q4 2018Q2 202319
IFC Holdings Incorporated/FL 19190.02%0.10%0.43%Q2 2013Q4 201719
Apriem Advisors 19190.01%0.07%0.12%Q2 2013Q4 201719
Realta Investment Advisors 19190.05%0.19%0.28%Q1 2019Q3 202319
OPTIMUM INVESTMENT ADVISORS 1270.01%0.02%0.05%Q3 2013Q4 202019
COMERICA SECURITIES,INC. 19190.15%0.36%0.57%Q1 2019Q3 202319
Donald L. Hagan, LLC 19190.22%0.80%2.93%Q1 2019Q3 202319
Rockefeller Capital Management L.P. 19190.02%0.05%0.10%Q1 2019Q3 202319
KWMG, LLC 1540.01%0.64%0.88%Q2 2018Q3 202319
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1180.40%2.41%5.12%Q4 2018Q3 202319
Virtue Capital Management, LLC 19190.10%0.52%1.45%Q1 2019Q3 202319
Newfound Research LLC 610.19%2.26%5.77%Q4 2015Q2 202219
Shulman DeMeo Asset Management LLC 1180.12%0.31%0.63%Q4 2018Q3 202319
Sepio Capital, LP 19190.23%0.58%0.83%Q1 2019Q3 202319
CENTRAL BANK & TRUST CO 19190.08%0.36%0.64%Q1 2019Q3 202319
Maryland Capital Management 1510.02%0.03%0.06%Q4 2016Q3 202219
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.01%0.13%2.18%Q3 2018Q3 202319
JANICZEK WEALTH MANAGEMENT, LLC 19190.00%2.29%6.75%Q1 2019Q3 202319
TSFG, LLC 19190.12%0.22%0.30%Q1 2019Q3 202319
Aspire Private Capital, LLC 1630.01%0.34%2.56%Q4 2018Q3 202319
WASHINGTON TRUST Co 19190.02%0.06%0.11%Q1 2019Q3 202319
Ausdal Financial Partners, Inc. 1010.07%0.17%0.52%Q4 2015Q3 202319
TRUE Private Wealth Advisors 1810.00%0.04%0.05%Q3 2018Q3 202319
1834 INVESTMENT ADVISORS CO 19190.01%0.01%0.02%Q4 2017Q2 202219
Trek Financial, LLC 19190.22%0.64%1.35%Q1 2019Q3 202319
Evolution Wealth Advisors, LLC 1630.97%2.68%4.57%Q4 2018Q3 202319
Prime Capital Investment Advisors, LLC 1180.01%0.46%1.66%Q3 2018Q3 202319
MAI Capital Management 1450.01%0.10%0.24%Q3 2015Q3 202319
AGF Investments LLC 19190.00%3.16%7.99%Q1 2018Q3 202219
Western Wealth Management, LLC 1180.10%0.34%1.93%Q4 2018Q3 202319
SECURITY NATIONAL TRUST CO 1090.00%0.02%0.06%Q2 2013Q2 202119
WealthOne, LLC 1810.16%0.52%0.77%Q4 2018Q3 202319
Joseph P. Lucia & Associates, LLC 19190.11%0.17%0.22%Q1 2019Q3 202319
D.B. Root & Company, LLC 1540.10%0.25%0.68%Q4 2018Q3 202319
Windham Capital Management, LLC 19190.12%0.23%0.39%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.01%0.02%Q1 2019Q3 202319
VALLEY WEALTH MANAGERS, INC. 910.00%0.04%0.09%Q2 2013Q3 202319
RDA Financial Network 19190.45%0.58%0.69%Q1 2019Q3 202319
Virtu KCG Holdings LLC 1050.00%0.03%0.08%Q3 2013Q2 201718
TD ASSET MANAGEMENT INC 910.00%0.05%0.12%Q3 2013Q3 202318
Cerity Partners LLC 18180.00%0.03%0.06%Q2 2019Q3 202318
Weatherstone Capital Management 930.19%2.10%5.62%Q4 2013Q1 201918
NIPPON LIFE INSURANCE CO 18180.86%3.44%15.18%Q3 2016Q4 202018
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Zurcher Kantonalbank (Zurich Cantonalbank) 18180.01%0.02%0.03%Q4 2011Q1 201618
Vestmark Advisory Solutions, Inc. 18180.02%0.47%1.10%Q1 2019Q2 202318
Ancora Advisors LLC 1610.00%0.00%0.01%Q4 2016Q3 202318
Cable Hill Partners, LLC 18180.00%0.02%0.04%Q4 2014Q1 201918
SeaCrest Wealth Management, LLC 1260.01%0.03%0.07%Q4 2017Q3 202318
NATIONAL PLANNING CORP 18180.09%0.18%0.52%Q2 2013Q3 201718
GREAT VALLEY ADVISOR GROUP, INC. 18180.06%0.25%0.63%Q2 2019Q3 202318
WRAPMANAGER INC 710.07%1.26%4.55%Q3 2012Q2 201918
Richard Bernstein Advisors LLC 18180.03%1.30%4.13%Q1 2019Q2 202318
HL FINANCIAL SERVICES LLC 1010.00%0.04%0.19%Q2 2013Q1 201918
Jaffetilchin Investment Partners, LLC 1350.03%0.11%0.40%Q1 2019Q3 202318
Frisch Financial Group, Inc. 18180.09%0.13%0.20%Q4 2018Q1 202318
BBT Capital Management, LLC 1410.10%0.41%1.26%Q2 2013Q1 201818
HoyleCohen, LLC 18180.04%0.06%0.09%Q2 2019Q3 202318
GAMCO INVESTORS, INC. ET AL 18180.01%0.01%0.02%Q2 2019Q3 202318
UBS AG 660.00%0.06%0.24%Q2 2013Q3 201418
Truvestments Capital LLC 620.00%0.06%0.66%Q2 2018Q3 202318
DAVIDSON & GARRARD INC 18180.08%0.14%0.19%Q2 2013Q3 201718
WESTWOOD HOLDINGS GROUP INC 1620.03%0.05%0.07%Q2 2015Q4 201918
Commonwealth Equity Services, Inc 18180.09%0.15%0.28%Q2 2013Q3 201718
Arete Wealth Advisors, LLC 1410.05%0.14%0.68%Q4 2014Q3 202318
Hillswick Asset Management, LLC 18187.49%9.26%10.82%Q4 2014Q1 201918
HANSEATIC MANAGEMENT SERVICES INC 18180.07%1.86%4.89%Q2 2019Q3 202318
LOEB PARTNERS CORP 1130.16%0.76%1.76%Q2 2013Q4 201818
Advanced Asset Management Advisors Inc 1620.04%0.08%0.12%Q4 2017Q3 202318
BRADLEY FOSTER & SARGENT INC/CT 1080.01%0.01%0.01%Q4 2014Q3 202318
STRATEGIC WEALTH MANAGEMENT INC 911.70%8.44%24.74%Q4 2013Q4 202117
Executive Wealth Management, LLC 1430.00%0.43%2.37%Q4 2018Q3 202317
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 16160.01%0.46%1.03%Q4 2019Q3 202317
Capital Advisory Group Advisory Services, LLC 1520.00%0.14%2.00%Q1 2018Q2 202217
Centiva Capital, LP 410.02%0.20%0.52%Q2 2018Q3 202317
CAMBRIDGE TRUST CO 820.00%0.04%0.14%Q4 2016Q3 202317
BURNS J W & CO INC/NY 1430.04%0.05%0.06%Q2 2019Q3 202317
BOURGEON CAPITAL MANAGEMENT LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
Bedel Financial Consulting, Inc. 17170.06%0.07%0.09%Q1 2018Q1 202217
6 Meridian 17170.04%0.11%0.20%Q4 2017Q4 202117
Zurich Insurance Group Ltd/FI 1510.02%0.05%0.07%Q1 2016Q3 202317
Sound Income Strategies, LLC 1510.00%0.00%0.01%Q4 2017Q1 202317
F3Logic, LLC 17170.08%0.43%0.64%Q4 2018Q4 202217
VALLEY NATIONAL ADVISERS INC 1410.00%0.01%0.01%Q1 2018Q3 202317
CX Institutional 1310.00%0.44%0.93%Q2 2018Q3 202317
Integrated Wealth Concepts LLC 17170.02%0.07%0.16%Q3 2019Q3 202317
FIRST MANHATTAN CO. LLC. 1110.00%0.00%0.00%Q2 2015Q3 202317
Trust Asset Management LLC 17170.19%2.20%3.23%Q3 2019Q3 202317
Apexium Financial, LP 1610.31%0.84%4.42%Q4 2018Q3 202317
Baker Avenue Asset Management, LP 980.00%0.42%1.16%Q2 2013Q3 202317
Global Wealth Management Investment Advisory, Inc. 1520.02%0.04%0.26%Q4 2018Q3 202317
Concert Wealth Management Inc. 17170.13%0.28%0.71%Q2 2013Q2 201717
TCI Wealth Advisors, Inc. 1010.00%0.01%0.02%Q2 2014Q3 202217
HRT FINANCIAL LP 310.00%0.47%1.92%Q3 2015Q3 202317
Advisory Alpha, LLC 17170.01%0.59%1.15%Q3 2019Q3 202317
Rock Creek Group, LP 1410.01%0.38%2.14%Q3 2018Q3 202317
SIMPLEX TRADING, LLC 410.00%0.02%0.12%Q1 2015Q3 202317
Pacifica Partners Inc. 17170.01%0.03%0.10%Q4 2019Q4 202317
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1010.07%0.25%0.97%Q4 2016Q3 202217
WFG Advisors, LP 17170.14%0.29%0.86%Q2 2013Q2 201717
Capital Advisors, Ltd. LLC 1510.00%0.08%0.14%Q3 2016Q3 202316
WealthTrust Fairport, LLC 970.45%0.64%0.77%Q2 2013Q1 201916
Sowa Financial Group, Inc. 16160.52%0.62%0.91%Q4 2019Q3 202316
Kore Private Wealth LLC 16160.49%0.74%1.15%Q4 2018Q3 202216
Element Wealth, LLC 16160.10%0.15%0.28%Q4 2019Q3 202316
Ferris Capital, LLC 16160.17%0.24%0.40%Q2 2017Q1 202116
L & S Advisors Inc 810.03%0.17%1.54%Q2 2013Q1 202316
PETERSON WEALTH MANAGEMENT 16161.09%1.78%2.18%Q4 2019Q3 202316
PhaseCapital LP 16160.64%9.98%22.35%Q4 2014Q3 201816
Orion Portfolio Solutions, LLC 16160.11%0.40%0.63%Q4 2019Q3 202316
Keel Point, LLC 410.02%0.62%2.74%Q4 2015Q3 202316
HBW ADVISORY SERVICES LLC 1420.13%0.34%1.10%Q3 2019Q3 202316
Bangor Savings Bank 610.00%0.08%0.27%Q4 2013Q3 202316
INVESTMENT CENTERS OF AMERICA INC 840.03%0.14%0.51%Q2 2013Q3 201716
Patten Group, Inc. 1510.02%0.06%0.12%Q4 2014Q4 201816
FIDUCIARY TRUST CO 16160.01%0.01%0.02%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.04%0.09%0.17%Q4 2019Q3 202316
Bowling Portfolio Management LLC 1220.04%0.29%0.51%Q4 2013Q1 201916
Paragon Capital Management Ltd 1410.00%0.22%0.51%Q2 2013Q4 202116
USA FINANCIAL FORMULAS 530.05%0.14%0.24%Q4 2017Q3 202316
Foundations Investment Advisors, LLC 1060.02%0.68%4.71%Q1 2019Q3 202316
TOMPKINS FINANCIAL CORP 1060.01%0.02%0.02%Q4 2019Q4 202316
Laffer Tengler Investments, Inc. 1420.00%0.01%0.04%Q2 2013Q2 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.00%0.01%0.01%Q4 2019Q3 202316
PARAMETRIC PORTFOLIO ASSOCIATES LLC 16160.00%0.00%0.01%Q2 2018Q1 202216
LUCAS CAPITAL MANAGEMENT 16160.16%1.03%2.09%Q1 2017Q4 202016
Antonetti Capital Management LLC 910.94%2.27%3.28%Q2 2010Q3 202316
ExodusPoint Capital Management, LP 1410.00%0.09%0.21%Q3 2019Q3 202316
BCS Wealth Management 16160.15%0.37%0.49%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.00%0.30%0.74%Q4 2019Q3 202316
MAGNOLIA CAPITAL MANAGEMENT LTD 16161.24%1.76%2.44%Q4 2019Q3 202316
JONES FINANCIAL COMPANIES LLLP 1210.00%0.00%0.01%Q4 2014Q3 202316
PFG Advisors 1510.06%0.28%0.63%Q3 2019Q3 202316
Biltmore Family Office, LLC 16160.01%0.02%0.16%Q4 2019Q3 202316
VESTOR CAPITAL, LLC 1210.01%0.01%0.02%Q4 2014Q3 202316
Integrated Advisors Network LLC 16160.02%0.09%0.23%Q4 2019Q3 202316
Global Endowment Management, LP 1330.02%0.50%2.93%Q4 2017Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.04%0.40%0.87%Q2 2013Q1 201716
Carmichael Hill & Associates, Inc. 16160.08%0.13%0.18%Q4 2019Q3 202316
First Command Financial Services, Inc. 1310.00%0.01%0.02%Q1 2018Q2 202316
RPG Investment Advisory, LLC 16160.00%0.01%0.03%Q4 2017Q3 202116
Laidlaw Wealth Management LLC 16160.16%0.25%0.37%Q4 2019Q3 202316
SCHAFER CULLEN CAPITAL MANAGEMENT INC 910.00%0.06%0.24%Q4 2013Q4 202016
Global Trust Asset Management, LLC 1330.00%0.02%0.24%Q3 2019Q3 202316
Arkadios Wealth Advisors 16160.08%0.20%0.28%Q4 2019Q3 202316
StoneX Group Inc. 1010.03%0.32%1.45%Q3 2018Q3 202316
Stelac Advisory Services LLC 710.05%0.22%0.63%Q1 2017Q3 202316
SPRENG CAPITAL MANAGEMENT, INC. 16161.24%1.54%1.96%Q4 2019Q3 202316
SIMON QUICK ADVISORS, LLC 930.00%0.01%0.04%Q3 2017Q3 202316
Fieldpoint Private Securities, LLC 970.03%0.05%0.09%Q2 2018Q2 202216
Bank of Marin 16160.87%1.13%1.38%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.12%0.25%0.33%Q4 2019Q3 202316
EPG Wealth Management LLC 16160.18%0.36%1.07%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.01%0.02%0.04%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
Keebeck Wealth Management, LLC 16160.18%0.27%0.43%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.25%0.34%0.44%Q4 2019Q3 202316
Occidental Asset Management, LLC 720.05%0.45%0.84%Q2 2014Q2 202316
Parkside Financial Bank & Trust 880.00%0.06%0.14%Q3 2015Q3 202316
Coyle Financial Counsel LLC 1510.11%0.37%0.53%Q4 2013Q1 201816
Strategic Blueprint, LLC 1510.01%0.10%0.54%Q3 2019Q3 202316
MOORE CAPITAL MANAGEMENT, LP 1110.02%0.54%2.43%Q2 2013Q2 202216
PACIFIC SUN FINANCIAL CORP 610.25%0.32%0.42%Q1 2018Q2 202315
Beacon Financial Advisory LLC 1410.22%0.28%0.41%Q4 2019Q3 202315
Waldron Private Wealth LLC 15150.09%0.17%0.33%Q1 2020Q3 202315
Larson Financial Group LLC 15150.00%0.03%0.09%Q1 2020Q3 202315
Wagner Wealth Management, LLC 920.00%0.01%0.07%Q4 2017Q3 202315
ORSER CAPITAL MANAGEMENT, LLC 1230.24%1.19%3.10%Q3 2019Q3 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.04%0.09%0.16%Q1 2020Q3 202315
FinTrust Capital Advisors, LLC 15150.02%0.02%0.03%Q1 2020Q3 202315
Stonebridge Capital Advisors LLC 1140.00%0.00%0.01%Q3 2019Q3 202315
Circle Wealth Management, LLC 15150.16%0.98%1.20%Q1 2020Q3 202315
Private Capital Group, LLC 870.00%0.00%0.01%Q4 2017Q2 202215
Faithward Advisors, LLC 15150.00%0.01%0.02%Q4 2019Q2 202315
BRR OpCo, LLC 15150.06%0.14%0.29%Q1 2019Q3 202215
Gray Wealth Management Inc. 15150.24%0.34%0.41%Q1 2020Q3 202315
NVWM, LLC 960.00%0.03%0.04%Q4 2017Q3 202315
Brinker Capital Investments, LLC 1010.00%0.52%1.26%Q2 2013Q2 201915
BUCKINGHAM STRATEGIC WEALTH, LLC 1410.01%0.03%0.16%Q3 2017Q3 202315
MSI Financial Services Inc 15150.26%0.42%0.76%Q2 2013Q4 201615
Lowe Wealth Advisors, LLC 1410.00%0.01%0.04%Q1 2015Q2 202315
55I, LLC 15150.08%0.25%0.57%Q1 2019Q3 202215
AlphaMark Advisors, LLC 15150.00%1.62%2.49%Q1 2020Q3 202315
CREATIVE FINANCIAL DESIGNS INC /ADV 510.00%0.00%0.02%Q4 2016Q3 202315
Clarus Wealth Advisors 1140.02%0.40%0.84%Q2 2018Q4 202215
TL Private Wealth 15150.14%0.17%0.22%Q4 2019Q2 202315
First Command Bank 1320.00%0.01%0.02%Q1 2019Q2 202315
Asset Management One Co., Ltd. 410.00%0.02%0.03%Q4 2016Q3 202315
J.W. COLE ADVISORS, INC. 870.20%0.60%0.73%Q4 2019Q3 202315
Beacon Pointe Advisors, LLC 15150.01%0.03%0.05%Q1 2020Q3 202315
BALLAST ADVISORS LLC 15150.01%0.01%0.03%Q4 2019Q2 202315
D L CARLSON INVESTMENT GROUP INC 15150.08%0.38%0.68%Q1 2020Q3 202315
Cavalier Investments, LLC 520.30%3.32%7.28%Q4 2015Q2 202015
Advisor Group, Inc. 15150.08%0.17%0.39%Q2 2016Q4 201915
XML Financial, LLC 15150.04%0.37%1.00%Q4 2019Q2 202315
Retirement Group, LLC 1410.02%0.07%0.13%Q4 2019Q3 202315
GeoWealth Management, LLC 15150.08%0.41%0.71%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.09%0.15%0.22%Q1 2020Q3 202315
PICTET ASSET MANAGEMENT LTD 1320.00%0.00%0.01%Q2 2013Q3 202015
Cordasco Financial Network 15150.04%0.05%0.06%Q4 2018Q2 202215
Graypoint LLC 15150.04%0.54%1.80%Q1 2020Q3 202315
GERMAN AMERICAN BANCORP, INC. 15150.11%0.18%0.48%Q1 2020Q3 202315
ATTICUS WEALTH MANAGEMENT, LLC 1140.06%0.36%0.91%Q4 2019Q3 202315
Bluefin Trading, LLC 510.00%0.15%0.81%Q3 2013Q4 201915
MONTAG A & ASSOCIATES INC 1230.01%0.08%0.24%Q4 2015Q3 202315
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 870.00%0.07%0.26%Q4 2019Q3 202315
Delphi Private Advisors LLC 15150.04%0.10%0.42%Q4 2015Q2 201915
Flaharty Asset Management, LLC 15152.61%3.38%4.32%Q1 2020Q3 202315
XPONANCE, INC. 860.26%2.07%5.47%Q4 2013Q2 201714
Avantax Planning Partners, Inc. 1210.01%0.02%0.04%Q1 2018Q3 202314
HENGEHOLD CAPITAL MANAGEMENT LLC 14140.12%1.20%5.32%Q2 2020Q3 202314
SouthState Corp 1310.01%0.01%0.02%Q1 2019Q3 202314
JFS WEALTH ADVISORS, LLC 910.00%0.03%0.06%Q4 2015Q3 202314
Telos Capital Management, Inc. 14140.12%0.13%0.15%Q2 2020Q3 202314
KAYS FINANCIAL ADVISORY CORP /ADV 1310.04%4.37%5.47%Q1 2015Q3 201914
Moneda S.A. Administradora General de Fondos 14140.20%0.77%2.71%Q4 2019Q1 202314
Freedom Investment Management, Inc. 410.03%0.13%0.45%Q4 2015Q3 202314
PATTON ALBERTSON MILLER GROUP, LLC 730.04%0.14%0.33%Q2 2013Q2 202314
Neuberger Berman Group LLC 910.00%0.00%0.01%Q2 2013Q4 202214
NWAM LLC 1220.01%0.07%0.22%Q1 2020Q3 202314
FLOW TRADERS U.S. LLC 510.00%0.11%0.40%Q3 2016Q3 202314
Balentine LLC 860.00%0.00%0.00%Q3 2016Q3 202214
Claro Advisors LLC 14140.12%0.18%0.24%Q2 2020Q3 202314
LifePlan Financial Group, Inc 1040.00%0.00%0.00%Q2 2013Q3 202014
Terra Nova Asset Management LLC 1220.58%0.84%1.30%Q3 2018Q3 202314
J Arnold Wealth Management Co 14140.01%0.64%6.14%Q4 2019Q1 202314
Weaver Consulting Group 14140.11%0.15%0.22%Q1 2019Q2 202214
SevenBridge Financial Group, LLC 1310.01%0.01%0.05%Q2 2016Q4 202114
PINNACLE FINANCIAL PARTNERS INC 710.00%0.02%0.12%Q2 2016Q3 202314
ALERUS FINANCIAL NA 710.18%0.60%0.97%Q4 2017Q3 202314
ACIMA PRIVATE WEALTH, LLC 14141.37%2.69%4.45%Q4 2018Q1 202214
SENTINEL TRUST CO LBA 14140.14%0.90%1.97%Q2 2020Q3 202314
Tradewinds Capital Management, LLC 950.00%2.36%10.46%Q4 2013Q1 202314
Cresset Asset Management, LLC 1220.00%0.01%0.04%Q1 2020Q3 202314
SUNFLOWER BANK, NA WEALTH MANAGEMENT 510.05%0.65%1.38%Q4 2014Q2 202014
ALLIANCEBERNSTEIN L.P. 610.00%0.00%0.00%Q2 2014Q1 202314
AMG National Trust Bank 14140.08%0.09%0.12%Q2 2020Q3 202314
Good Life Advisors, LLC 730.04%0.13%0.32%Q1 2017Q3 202314
Independence Bank of Kentucky 1220.01%0.02%0.04%Q3 2019Q3 202314
Glovista Investments LLC 1010.15%1.39%5.06%Q4 2014Q2 202314
Aveo Capital Partners, LLC 14140.20%0.57%1.60%Q2 2020Q3 202314
Aptus Capital Advisors, LLC 770.00%0.02%0.11%Q4 2019Q3 202314
CAPITAL INSIGHT PARTNERS, LLC 14140.28%0.46%0.63%Q2 2020Q3 202314
J.Safra Asset Management Corp 14140.80%7.45%17.70%Q2 2020Q3 202314
Wealthspire Advisors, L.P. 14140.01%0.01%0.03%Q4 2015Q1 201914
Spruce Investment Advisors LLC 14141.40%3.41%6.57%Q3 2014Q4 201714
Disciplined Investments, LLC 14140.01%0.01%0.02%Q4 2019Q1 202314
Timber Hill LLC 510.00%0.12%0.75%Q2 2013Q1 202014
DUMONT & BLAKE INVESTMENT ADVISORS LLC 630.11%0.26%0.48%Q2 2014Q3 202314
BOOTHBAY FUND MANAGEMENT, LLC 210.00%0.12%0.33%Q4 2014Q3 202314
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 1120.01%0.02%0.05%Q2 2020Q3 202313
Parisi Gray Wealth Management 610.05%1.31%3.48%Q4 2017Q2 202313
Csenge Advisory Group 710.04%0.15%0.59%Q3 2017Q3 202313
Sage Capital Advisors,llc 13130.14%0.56%0.75%Q3 2020Q3 202313
Meridian Wealth Management, LLC 13130.06%0.19%0.24%Q3 2020Q3 202313
Greenline Partners, LLC 910.00%0.00%0.00%Q1 2020Q3 202313
Summit Trail Advisors, LLC 13130.32%1.04%2.64%Q3 2020Q3 202313
Varma Mutual Pension Insurance Co 13130.01%1.04%3.47%Q1 2020Q1 202313
Global Financial Private Capital, Inc 13130.00%0.10%0.38%Q2 2017Q2 202013
BARINGS LLC 1210.00%0.03%0.08%Q2 2013Q3 201913
ASHFORD CAPITAL MANAGEMENT INC 13130.04%0.39%0.90%Q4 2018Q4 202113
FIRSTMERIT BANK N A TRUSTEE 13130.08%0.10%0.14%Q2 2013Q2 201613
KANALY TRUST CO 13130.00%0.01%0.01%Q4 2013Q4 201613
THOROUGHBRED FINANCIAL SERVICES, LLC 1210.06%0.13%0.19%Q1 2020Q3 202313
DOWLING & YAHNKE LLC 850.01%0.02%0.02%Q1 2019Q3 202213
Clearstead Advisors, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
CAPSTONE ASSET MANAGEMENT CO 13130.02%0.06%0.08%Q2 2014Q2 201713
TIEDEMANN TRUST CO 13130.80%16.36%21.54%Q2 2013Q2 201613
Virtus Fund Advisers, LLC 13130.00%0.00%0.00%Q2 2014Q2 201713
BRIGHTON JONES LLC 1210.01%0.02%0.03%Q3 2017Q3 202313
Dorsey & Whitney Trust CO LLC 1210.02%0.11%0.14%Q2 2019Q2 202313
WBI INVESTMENTS, LLC 13130.04%0.45%1.30%Q3 2020Q3 202313
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1210.00%0.00%0.01%Q2 2014Q3 202313
Investors Capital Advisory Services 13130.21%0.33%0.46%Q2 2013Q2 201613
BENJAMIN EDWARDS INC 13130.06%0.13%0.45%Q4 2019Q4 202213
IMA Wealth, Inc. 1210.00%0.14%0.19%Q2 2013Q2 201813
Newbridge Financial Services Group, Inc. 13130.10%0.20%0.41%Q3 2020Q3 202313
NATIXIS ADVISORS, L.P. 810.01%0.07%0.17%Q2 2013Q4 201913
Kepos Capital LP 1010.14%3.07%8.14%Q4 2017Q2 202113
CGN Advisors LLC 13130.06%0.11%0.14%Q4 2020Q4 202313
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 13135.64%14.45%30.37%Q1 2016Q1 201913
Founders Financial Alliance, LLC 13130.02%0.06%0.12%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.06%0.09%0.11%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.10%0.15%0.21%Q3 2020Q3 202313
Barrett Asset Management, LLC 940.00%0.00%0.00%Q2 2013Q3 202113
KINGDON CAPITAL MANAGEMENT, L.L.C. 610.01%0.38%1.47%Q2 2016Q4 201913
Madden Advisory Services, Inc. 710.03%0.11%0.30%Q2 2013Q1 202013
Key FInancial Inc 1210.01%0.01%0.02%Q1 2020Q3 202313
PROVIDA PENSION FUND ADMINISTRATOR 940.04%1.16%8.16%Q1 2017Q4 202213
Risk Paradigm Group, LLC 13130.04%1.10%1.71%Q1 2015Q1 201813
Clear Creek Financial Management, LLC 1010.07%0.28%0.61%Q1 2020Q3 202313
Leelyn Smith, LLC 13130.00%0.10%0.74%Q4 2019Q4 202213
TRANSCEND CAPITAL ADVISORS, LLC 910.06%0.41%1.47%Q4 2019Q3 202313
LIBERTY WEALTH MANAGEMENT LLC 1210.00%0.01%0.06%Q4 2018Q1 202313
Verity Asset Management, Inc. 410.19%1.26%3.69%Q2 2014Q4 202213
PEDDOCK CAPITAL ADVISORS, LLC 1110.01%0.02%0.02%Q3 2016Q4 202013
Semmax Financial Advisors Inc. 13130.00%0.05%0.64%Q4 2018Q4 202113
Jackson Hole Capital Partners, LLC 13130.02%0.13%0.29%Q3 2020Q3 202313
TrinityPoint Wealth, LLC 850.28%0.78%1.15%Q4 2018Q3 202313
9258 Wealth Management, LLC 850.09%0.30%0.60%Q4 2018Q3 202313
Bernardo Wealth Planning LLC 850.15%0.68%3.38%Q1 2019Q3 202313
Wealthstar Advisors, LLC 1030.12%0.16%0.20%Q3 2019Q3 202313
Bell Rock Capital LLC 13130.02%0.04%0.10%Q4 2016Q4 201913
INNEALTA CAPITAL, LLC 850.41%2.50%4.66%Q1 2019Q3 202313
Blue Chip Partners, LLC 1210.03%0.10%0.31%Q4 2018Q3 202313
Fulcrum Equity Management 720.10%0.50%1.07%Q1 2019Q3 202313
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 760.03%0.11%0.22%Q3 2015Q4 201913
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.05%0.08%0.12%Q3 2020Q3 202313
Solstein Capital, LLC 810.00%0.37%2.64%Q2 2018Q3 202313
Midwest Professional Planners, LTD. 510.01%0.86%2.36%Q4 2017Q4 202213
CenterStar Asset Management, LLC 210.00%0.05%0.18%Q4 2017Q3 202313
Accel Wealth Management 12120.15%0.24%0.39%Q4 2020Q3 202312
CEDAR HILL ASSOCIATES, LLC 12121.59%1.79%2.12%Q2 2013Q1 201612
MATRIX PRIVATE CAPITAL GROUP LLC 12120.02%0.20%0.46%Q4 2020Q3 202312
Diversified, LLC 12120.58%1.71%3.70%Q4 2020Q3 202312
MORGAN JESS S & CO INC 12120.60%0.92%3.24%Q4 2019Q3 202212
High Note Wealth, LLC 12120.53%1.10%1.68%Q4 2020Q3 202312
Strategic Wealth Partners, Ltd. 810.00%0.03%0.14%Q4 2017Q1 202312
Chicago Wealth Management, Inc. 12124.43%7.35%12.02%Q4 2019Q3 202212
Raab & Moskowitz Asset Management LLC 810.04%0.08%0.11%Q4 2019Q2 202312
CUMBERLAND ADVISORS INC 810.48%1.59%4.69%Q4 2015Q2 202312
One River Asset Management, LLC 440.02%0.25%0.52%Q4 2022Q3 202312
CONDOR CAPITAL MANAGEMENT 1110.04%0.11%0.16%Q4 2016Q1 202212
Main Street Financial Solutions, LLC 12120.34%0.39%0.46%Q4 2020Q3 202312
Venture Visionary Partners LLC 12120.03%0.08%0.14%Q4 2020Q3 202312
Zions Bancorporation 1010.00%0.01%0.02%Q1 2015Q3 201812
ClearBridge Investments 810.00%0.00%0.00%Q2 2013Q1 201912
OneDigital Investment Advisors LLC 710.00%0.01%0.02%Q2 2017Q3 202312
Sage Financial Management Group, Inc. 12120.16%1.41%11.71%Q4 2020Q3 202312
Sage Advisory Services, Ltd.Co. 420.15%2.85%6.28%Q1 2019Q3 202312
Constitution Capital LLC 12120.27%0.36%0.45%Q4 2020Q3 202312
TD Capital Management LLC 750.00%0.01%0.02%Q2 2020Q3 202312
Atlantic Union Bankshares Corp 12120.03%0.03%0.04%Q4 2020Q3 202312
Berman Capital Advisors, LLC 12120.05%0.08%0.10%Q4 2018Q3 202112
Merit Financial Group, LLC 750.04%0.15%0.27%Q2 2020Q3 202312
MONETA GROUP INVESTMENT ADVISORS LLC 1110.01%0.01%0.02%Q2 2018Q3 202312
Giralda Advisors, LLC 121210.16%11.52%14.01%Q3 2013Q2 201612
Corbenic Partners LLC 750.01%0.01%0.02%Q2 2013Q4 201612
Avion Wealth 12120.01%0.01%0.01%Q4 2020Q3 202312
TUDOR INVESTMENT CORP ET AL 310.01%0.05%0.17%Q4 2017Q2 202312
SOA Wealth Advisors, LLC. 12120.08%0.08%0.09%Q4 2020Q3 202312
LBA Wealth Management, LLC 12120.01%0.03%0.08%Q4 2013Q3 201612
Olympiad Research LP 12120.15%1.06%2.16%Q4 2019Q3 202212
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1110.00%0.01%0.02%Q1 2019Q2 202312
Rikoon Group, LLC 12120.08%0.35%0.44%Q2 2018Q1 202112
New England Investment & Retirement Group, Inc. 12120.26%2.18%3.64%Q4 2018Q3 202112
Lehman & Derafelo Financial Resources LLC 720.00%0.02%0.03%Q4 2018Q3 202212
WELCH & FORBES LLC 930.00%0.01%0.01%Q1 2017Q1 202112
Horizon Investments, LLC 1010.02%0.75%8.23%Q3 2015Q3 202312
BALDWIN BROTHERS LLC/MA 750.00%0.00%0.01%Q2 2018Q1 202312
WINTON GROUP Ltd 710.02%0.53%1.23%Q4 2019Q3 202312
Crewe Advisors LLC 810.00%0.01%0.08%Q4 2017Q3 202312
Tradition Wealth Management, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.02%0.02%Q4 2016Q3 201912
Summit Place Financial Advisors, LLC 12120.21%0.64%1.63%Q4 2019Q3 202212
Alpine Global Management, LLC 310.05%0.19%0.68%Q3 2016Q2 202312
Sugarloaf Wealth Management, LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
Financial Management Professionals, Inc. 610.00%0.56%2.36%Q1 2016Q1 202312
SMITH CHAS P & ASSOCIATES PA CPAS 12120.02%0.03%0.04%Q4 2020Q3 202312
Danda Trouve Investment Management, Inc. 12120.00%3.95%8.05%Q4 2019Q3 202212
Barnett & Company, Inc. 12120.01%0.05%0.14%Q4 2018Q3 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.02%0.04%0.07%Q2 2013Q1 201612
Sage Mountain Advisors LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
CAPITAL ADVISORS INC/OK 12120.01%0.01%0.01%Q4 2020Q3 202312
Avior Wealth Management, LLC 1110.00%0.00%0.00%Q3 2015Q3 202312
Elevated Capital Advisors, LLC 410.09%0.43%0.67%Q1 2019Q3 202312
Landsberg, Bennett, & Dubbaneh LLC 12120.04%0.29%0.60%Q4 2018Q3 202112
MAKENA CAPITAL MANAGEMENT LLC 12121.18%2.16%2.88%Q4 2020Q3 202312
JCIC Asset Management Inc. 12120.00%0.00%0.01%Q2 2013Q1 201612
HARBOR INVESTMENT ADVISORY, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.07%0.12%0.25%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.04%0.08%0.25%Q4 2020Q3 202312
MMA ASSET MANAGEMENT LLC 12120.52%0.59%0.72%Q4 2020Q3 202312
SALEM INVESTMENT COUNSELORS INC 660.00%0.00%0.00%Q2 2019Q3 202312
Millburn Ridgefield Corp 12120.00%0.01%0.02%Q2 2020Q1 202312
Navis Wealth Advisors, LLC 12121.00%1.57%2.27%Q4 2020Q3 202312
Golden State Wealth Management, LLC 930.18%0.36%0.65%Q1 2019Q1 202212
Source Financial Advisors LLC 12120.17%0.69%1.07%Q4 2020Q3 202312
Armor Investment Advisors, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.48%0.58%0.73%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12120.13%0.23%0.38%Q4 2020Q3 202312
Hilton Capital Management, LLC 12120.02%0.09%0.12%Q4 2016Q3 201912
CreativeOne Wealth, LLC 12120.01%0.08%0.25%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.12%0.32%0.48%Q4 2020Q3 202312
Intellectus Partners, LLC 660.02%0.26%0.50%Q2 2017Q2 202012
EVOKE WEALTH, LLC 830.00%0.14%0.32%Q2 2020Q3 202311
UNITED SERVICES AUTOMOBILE ASSOCIATION 650.03%0.14%0.30%Q1 2014Q3 201811
YorkBridge Wealth Partners, LLC 11110.01%0.01%0.01%Q4 2016Q2 201911
Gladstone Institutional Advisory LLC 11110.08%0.17%0.27%Q1 2021Q3 202311
Ten Capital Wealth Advisors, LLC 11110.01%0.68%2.55%Q3 2020Q1 202311
Wechter Feldman Wealth Management, Inc. 1010.17%9.26%13.05%Q4 2016Q1 202111
Pettinga Financial Advisors, LLC 830.22%0.85%1.50%Q4 2018Q4 202111
APPLETON GROUP, LLC 910.23%0.61%1.96%Q1 2019Q4 202211
PRW Wealth Management LLC 510.17%0.22%0.33%Q2 2020Q3 202311
JUNCTURE WEALTH STRATEGIES, LLC 11111.31%2.10%2.44%Q4 2014Q2 201711
Verition Fund Management LLC 310.00%0.05%0.24%Q4 2013Q3 202311
Pictet North America Advisors SA 830.14%0.47%1.02%Q4 2015Q3 202311
Addison Advisors LLC 1010.30%0.52%0.91%Q4 2020Q3 202311
FULTON BANK, N.A. 11110.05%0.07%0.08%Q3 2017Q1 202011
Lumature Wealth Partners, LLC 11110.53%1.22%2.07%Q4 2020Q2 202311
CMG Global Holdings, LLC 11110.78%1.01%1.26%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.22%0.36%0.59%Q4 2020Q2 202311
Bard Financial Services, Inc. 11110.02%0.02%0.03%Q4 2020Q2 202311
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 11111.05%3.26%5.23%Q1 2021Q3 202311
TOWNSQUARE CAPITAL LLC 650.00%0.04%0.10%Q1 2019Q3 202311
PEOPLES FINANCIAL SERVICES CORP. 1010.00%0.01%0.02%Q4 2013Q3 202311
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Deane Retirement Strategies, Inc. 410.00%1.95%5.13%Q4 2014Q2 202311
SEI INVESTMENTS CO 11110.00%0.00%0.00%Q4 2015Q2 201811
Tacita Capital Inc 11110.13%0.15%0.17%Q1 2021Q3 202311
Worth Venture Partners, LLC 650.11%0.26%0.42%Q1 2017Q4 201911
Rampart Investment Management Company, LLC 410.02%3.03%7.89%Q4 2014Q1 202011
Canton Hathaway, LLC 11110.51%0.69%0.83%Q4 2020Q2 202311
Virtus Investment Advisers, Inc. 510.19%7.87%16.82%Q2 2013Q3 201611
WINTRUST INVESTMENTS LLC 920.02%0.06%0.07%Q2 2018Q3 202311
Capital Asset Advisory Services LLC 910.00%0.09%0.19%Q4 2017Q3 202211
Financial Gravity Asset Management, Inc. 510.00%0.02%0.04%Q2 2019Q3 202311
WESTPORT RESOURCES MANAGEMENT INC 11110.00%0.01%0.02%Q2 2013Q4 201511
Alexandria Capital, LLC 11110.00%0.01%0.01%Q1 2015Q3 201711
683 Capital Management, LLC 11110.35%2.29%7.28%Q2 2016Q4 201811
Howard Capital Management Group, LLC 11110.41%0.50%0.62%Q1 2021Q3 202311
Geneva Advisors, LLC 11110.00%0.01%0.02%Q4 2014Q2 201711
Atom Investors LP 920.02%1.44%3.23%Q4 2019Q4 202211
Loveless Wealth Management LLC 11111.70%2.05%2.28%Q4 2019Q2 202211
WHITENER CAPITAL MANAGEMENT, INC. 520.04%0.07%0.11%Q4 2017Q3 202311
Clarity Financial LLC 921.44%1.94%2.69%Q4 2020Q3 202311
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 11110.04%0.06%0.08%Q1 2019Q3 202111
Rice Partnership, LLC 650.01%0.01%0.01%Q1 2020Q3 202311
Anfield Capital Management, LLC 510.04%4.57%8.49%Q4 2019Q2 202311
Grant/GrossMendelsohn, LLC 920.35%2.27%4.59%Q4 2020Q3 202311
CITIZENS FINANCIAL GROUP INC/RI 910.00%0.03%0.04%Q4 2015Q3 202311
Private Ocean, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
AFAM CAPITAL, INC. 920.02%0.39%0.85%Q1 2014Q1 201811
Magnus Financial Group LLC 1010.03%0.23%0.31%Q3 2020Q3 202311
Piscataqua Savings Bank 11110.02%0.02%0.02%Q1 2021Q3 202311
GPS Wealth Strategies Group, LLC 11110.07%0.31%0.59%Q1 2021Q3 202311
GREENLEAF TRUST 740.00%0.01%0.01%Q2 2016Q4 201911
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1010.06%0.08%0.09%Q4 2020Q3 202311
TRUEWEALTH LLC 11110.00%0.01%0.01%Q4 2017Q2 202011
KENNICOTT CAPITAL MANAGEMENT LLC 11110.37%0.53%1.00%Q1 2021Q3 202311
Concord Wealth Partners 740.00%0.01%0.01%Q4 2020Q3 202311
tru Independence LLC 910.06%0.09%0.11%Q4 2019Q3 202311
JNBA Financial Advisors 810.00%0.03%0.07%Q1 2015Q3 202311
Argentus Capital Management, LLC 830.04%0.23%0.46%Q2 2013Q3 201611
Sound View Wealth Advisors Group, LLC 11110.05%0.19%0.35%Q1 2021Q3 202311
Horan Securities, Inc. 740.01%0.02%0.06%Q3 2020Q2 202311
BDO Wealth Advisors, LLC 1010.00%0.00%0.01%Q2 2017Q2 202311
COMERICA BANK 410.00%0.01%0.06%Q2 2013Q3 202311
Destiny Wealth Partners, LLC 920.01%0.02%0.06%Q4 2020Q3 202311
Spire Wealth Management 11110.32%0.45%0.58%Q1 2021Q3 202311
MBA Advisors LLC 11110.22%0.30%0.36%Q1 2021Q3 202311
COWEN INC. 880.02%0.51%0.90%Q1 2016Q4 201711
SVB WEALTH LLC 720.00%0.01%0.03%Q4 2019Q4 202211
CHEMICAL BANK 1010.02%0.03%0.05%Q2 2016Q2 201911
Vontobel Holding Ltd. 11110.00%0.01%0.02%Q1 2021Q3 202311
OLD SECOND NATIONAL BANK OF AURORA 710.00%0.09%0.44%Q2 2013Q3 202310
Citizens National Bank Trust Department 820.00%0.04%0.17%Q4 2020Q3 202310
PIN OAK INVESTMENT ADVISORS INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Banque Cantonale Vaudoise 10100.01%0.02%0.03%Q2 2021Q3 202310
WESPAC Advisors, LLC 410.41%2.35%5.54%Q1 2016Q3 202310
Peak Asset Management, LLC 820.08%0.10%0.17%Q1 2015Q3 201710
EMFO, LLC 10100.08%0.08%0.09%Q2 2021Q3 202310
EP Wealth Advisors, LLC 910.00%0.36%0.54%Q4 2020Q3 202310
QUEST INVESTMENT MANAGEMENT LLC 10100.26%0.37%0.52%Q1 2021Q2 202310
PFS INVESTMENTS INC. 420.14%0.29%0.55%Q1 2019Q2 202310
Stadion Money Management, LLC 310.23%1.78%6.58%Q1 2014Q3 201910
CABANA LLC 710.01%1.69%7.91%Q4 2017Q2 202110
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10102.95%4.36%6.10%Q4 2017Q1 202010
AMUSSEN HUNSAKER ASSOCIATES LLC 820.04%0.16%0.24%Q2 2018Q4 202010
MONEY CONCEPTS CAPITAL CORP 820.01%0.20%0.57%Q4 2020Q3 202310
Savior LLC 510.00%0.00%0.01%Q4 2019Q1 202310
Newport Wealth Strategies, Inc. 420.13%0.17%0.20%Q4 2017Q2 202110
LAZARD ASSET MANAGEMENT LLC 640.00%0.01%0.01%Q1 2014Q3 202310
Guidant Wealth Advisors 10100.01%0.03%0.04%Q3 2016Q4 201810
HORIZON FINANCIAL SERVICES, LLC 10100.08%0.25%0.40%Q2 2021Q3 202310
HC FINANCIAL ADVISORS INC 10100.02%0.02%0.02%Q1 2020Q2 202210
HARBOUR INVESTMENTS, INC. 640.09%0.13%0.18%Q1 2021Q3 202310
Bank of New Hampshire 10100.06%0.09%0.12%Q2 2021Q3 202310
Mascoma Wealth Management LLC 910.01%0.01%0.02%Q1 2021Q3 202310
ASSET ADVISORS CORP 10100.00%0.00%0.00%Q4 2013Q1 201610
PSI Advisors, LLC 910.01%0.05%0.35%Q4 2019Q3 202310
Activest Wealth Management 910.29%1.53%4.10%Q1 2021Q3 202310
Total Clarity Wealth Management, Inc. 610.01%0.15%0.36%Q4 2019Q3 202310
Phoenix Holdings Ltd. 910.01%0.18%0.62%Q3 2019Q3 202310
SRS Capital Advisors, Inc. 910.00%0.00%0.00%Q4 2020Q3 202310
One Charles Private Wealth Services, LLC 820.17%0.66%1.19%Q4 2019Q3 202310
NOMURA ASSET MANAGEMENT CO LTD 710.00%0.00%0.01%Q4 2018Q3 202310
HM PAYSON & CO 820.00%0.00%0.00%Q4 2019Q3 202310
ARROWGRASS CAPITAL PARTNERS (US) LP 510.00%0.06%0.34%Q4 2014Q1 201810
Bay Harbor Wealth Management, LLC 510.01%0.14%0.44%Q4 2018Q4 202210
Clear Perspectives Financial Planning, LLC 10100.00%0.02%0.20%Q4 2020Q1 202310
Chanos & Co LP 10100.22%0.82%2.95%Q2 2018Q3 202010
Qube Research & Technologies Ltd 810.01%0.13%0.48%Q4 2020Q3 202310
Camarda Financial Advisors, LLC 510.01%2.59%8.70%Q2 2013Q4 202210
SYMONS CAPITAL MANAGEMENT INC 10100.15%0.31%0.55%Q2 2019Q3 202110
Aurora Private Wealth, Inc. 510.06%0.39%0.65%Q4 2019Q3 202310
CORBETT ROAD CAPITAL MANAGEMENT, LLC 910.25%0.73%1.02%Q4 2019Q2 202210
Wealthfront Advisers LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
IPG Investment Advisors LLC 510.06%0.15%0.51%Q1 2015Q3 202310
Royal Harbor Partners, LLC 520.46%1.12%2.12%Q4 2019Q2 202310
Sonora Investment Management, LLC 910.00%0.00%0.01%Q2 2018Q3 202110
IndexIQ Advisors LLC 310.00%0.01%0.06%Q3 2015Q2 202010
PERSONAL CFO SOLUTIONS, LLC 710.21%0.31%0.53%Q3 2019Q4 202210
Schonfeld Strategic Advisors LLC 310.00%0.15%0.69%Q4 2017Q4 202210
S. R. Schill & Associates 820.09%0.48%2.06%Q2 2016Q3 202210
Advisor Resource Council 10100.22%0.83%1.80%Q2 2021Q3 202310
WestHill Financial Advisors, Inc. 910.01%0.01%0.01%Q1 2021Q3 202310
Walleye Capital LLC 770.01%0.06%0.33%Q1 2022Q3 202310
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 10100.01%0.03%0.12%Q1 2016Q2 201810
Maven Securities LTD 610.02%0.09%0.25%Q3 2021Q3 20239
Fort Point Capital Partners LLC 990.04%0.60%1.18%Q3 2021Q3 20239
Essex LLC 990.19%0.27%0.30%Q3 2021Q3 20239
Roberts Wealth Advisors, LLC 990.30%0.35%0.40%Q3 2021Q3 20239
WESPAC Advisors SoCal, LLC 330.01%0.13%0.37%Q3 2017Q3 20239
PACIFIC CAPITAL WEALTH ADVISORS, INC 991.50%2.64%3.39%Q3 2021Q3 20239
JB Capital LLC 990.03%0.03%0.04%Q3 2021Q3 20239
WHALEROCK POINT PARTNERS, LLC 990.10%0.12%0.13%Q3 2021Q3 20239
WELLINGTON MANAGEMENT GROUP LLP 810.00%0.00%0.01%Q2 2019Q1 20239
Cornerstone Advisory, LLC 990.09%0.13%0.20%Q1 2017Q1 20199
IEQ CAPITAL, LLC 540.01%0.07%0.15%Q2 2020Q3 20239
Sumitomo Mitsui Trust Holdings, Inc. 410.00%0.01%0.02%Q1 2014Q2 20239
Tower View Wealth Management LLC 990.01%0.01%0.01%Q3 2021Q3 20239
BOSTON ADVISORS LLC 540.01%0.02%0.02%Q1 2015Q3 20199
EATON VANCE MANAGEMENT 710.00%0.00%0.01%Q2 2014Q3 20229
Wall Capital Group, Inc. 631.10%4.14%5.89%Q1 2017Q3 20239
USCA RIA LLC 990.02%0.04%0.16%Q3 2018Q3 20209
CVA Family Office, LLC 710.03%0.04%0.06%Q4 2020Q2 20239
Alphadyne Asset Management LP 550.03%0.55%1.66%Q3 2022Q3 20239
Wealthspire Advisors, LLC 410.00%0.01%0.01%Q4 2018Q3 20239
Ellevest, Inc. 990.00%0.00%0.00%Q1 2021Q1 20239
InterOcean Capital, LLC 510.05%0.11%0.23%Q2 2015Q2 20209
BRANDYWINE OAK PRIVATE WEALTH LLC 810.01%0.03%0.03%Q4 2018Q3 20229
FLAGSTAR ADVISORS INC 990.64%0.72%0.76%Q3 2021Q3 20239
KING LUTHER CAPITAL MANAGEMENT CORP 710.00%0.00%0.00%Q2 2013Q4 20189
Centerpoint Advisors, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
ASPIRIANT HOLDINGS S3, LLC 810.09%0.24%0.43%Q2 2013Q4 20159
BFSG, LLC 990.04%0.19%0.37%Q3 2021Q3 20239
Verdence Capital Advisors LLC 990.03%0.03%0.03%Q3 2021Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.32%0.39%0.50%Q4 2019Q3 20239
CAXTON ASSOCIATES LP 610.01%0.38%0.93%Q1 2015Q4 20179
MANAGED ACCOUNT ADVISORS LLC 990.02%0.19%0.46%Q2 2013Q2 20159
Elwood & Goetz Wealth Advisory Group, LLC 990.13%0.98%1.90%Q3 2021Q3 20239
Ameritas Investment Company, LLC 420.00%0.06%0.17%Q4 2018Q3 20219
Capital Planning Advisors, LLC 810.00%0.13%0.19%Q3 2015Q3 20199
MADISON INVESTMENT HOLDINGS INC 720.00%0.01%0.05%Q3 2013Q2 20179
Castleview Partners, LLC 810.00%0.36%1.43%Q2 2021Q3 20239
MGO ONE SEVEN LLC 610.01%0.03%0.06%Q4 2017Q3 20239
Shepherd Financial Partners LLC 990.07%0.13%0.19%Q4 2017Q4 20199
Miller Investment Management, LP 992.08%2.48%3.04%Q3 2021Q3 20239
ROCKLAND TRUST CO 710.02%0.05%0.11%Q4 2015Q2 20199
HCR Wealth Advisors 710.03%0.05%0.07%Q4 2019Q2 20239
Psagot Value Holdings Ltd. / (Israel) 990.10%0.20%0.42%Q3 2021Q3 20239
Providence Capital Advisors, LLC 610.00%0.01%0.04%Q4 2017Q4 20219
Personal Capital Advisors Corp 990.00%0.01%0.04%Q1 2020Q1 20229
First Personal Financial Services 630.00%0.01%0.01%Q4 2014Q4 20219
AlphaStar Capital Management, LLC 720.07%1.04%2.48%Q2 2020Q1 20239
BROWN ADVISORY INC 310.00%0.00%0.00%Q1 2014Q1 20239
FULTON BREAKEFIELD BROENNIMAN LLC 990.11%0.12%0.12%Q2 2013Q2 20159
VIRIDIAN RIA, LLC 990.08%2.79%4.41%Q3 2018Q3 20209
Selective Wealth Management, Inc. 710.00%0.38%2.12%Q3 2018Q3 20229
Cullen Capital Management, LLC 610.00%0.21%1.58%Q2 2019Q3 20239
Centric Wealth Management 810.08%0.30%0.72%Q4 2018Q3 20229
Leonetti & Associates, LLC 990.63%0.68%0.72%Q1 2016Q1 20189
VICUS CAPITAL 990.04%0.09%0.12%Q2 2016Q2 20189
Sheaff Brock Investment Advisors, LLC 610.02%0.04%0.08%Q1 2016Q1 20229
PDT Partners, LLC 710.01%0.17%0.36%Q3 2013Q3 20179
Cranbrook Wealth Management, LLC 990.04%0.20%0.33%Q2 2016Q2 20189
Almanack Investment Partners, LLC. 510.15%0.74%1.61%Q4 2016Q4 20209
Grove Bank & Trust 990.00%0.10%0.36%Q4 2015Q4 20179
D. SCOTT NEAL, INC. 540.04%1.92%3.59%Q3 2017Q1 20229
Lindbrook Capital, LLC 630.00%0.12%0.56%Q2 2020Q3 20239
Vantage Investment Advisors, LLC 990.00%0.01%0.02%Q2 2014Q2 20169
Act Two Investors LLC 410.19%1.78%3.80%Q4 2018Q3 20239
Crosspoint Capital Strategies, LLC 540.00%0.02%0.10%Q4 2013Q3 20169
Visionary Wealth Advisors 810.03%0.11%0.28%Q4 2019Q3 20239
Vickerman Investment Advisors, Inc. 991.63%2.17%2.54%Q3 2021Q3 20239
OLD MISSION CAPITAL LLC 310.01%0.09%0.22%Q1 2017Q1 20239
HARRELL INVESTMENT PARTNERS, LLC 541.08%1.94%3.44%Q4 2019Q3 20239
Eagle Strategies LLC 880.27%0.77%1.63%Q4 2021Q3 20238
Charter Oak Capital Management, LLC 710.00%0.01%0.03%Q4 2020Q1 20238
RWA WEALTH PARTNERS, LLC 620.01%0.20%0.42%Q4 2018Q3 20238
ABSOLUTE CAPITAL MANAGEMENT, LLC 880.46%0.71%1.08%Q4 2021Q3 20238
Retirement Planning Co of New England, Inc. 880.12%0.15%0.18%Q4 2021Q3 20238
IAG Wealth Partners, LLC 880.01%0.01%0.02%Q2 2020Q1 20228
Carnick & Kubik, LLC 880.72%1.39%1.59%Q2 2014Q1 20168
VOLORIDGE INVESTMENT MANAGEMENT, LLC 410.04%0.22%0.52%Q1 2018Q4 20218
Briaud Financial Planning, Inc 880.18%0.69%1.18%Q4 2021Q3 20238
Mizuho Trust & Banking Co., Ltd. 880.95%6.16%11.14%Q4 2016Q3 20188
Annapolis Financial Services, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
AVALON CAPITAL MANAGEMENT 710.18%1.86%3.98%Q4 2014Q2 20218
Sequent Asset Management, LLC 880.55%0.67%0.75%Q1 2015Q4 20168
Firestone Capital Management 880.02%0.02%0.04%Q4 2019Q3 20218
PGIM Custom Harvest LLC 440.76%1.13%1.68%Q4 2020Q3 20238
CINQUE PARTNERS LLC 881.74%2.16%2.74%Q2 2013Q1 20158
Counsel Portfolio Services Inc. 530.40%0.81%1.62%Q2 2014Q2 20168
Bank of Kentucky, Inc. 880.21%0.22%0.23%Q2 2013Q1 20158
Gary Goldberg Planning Services Inc 880.21%0.53%1.49%Q1 2013Q4 20148
Benedetti & Gucer, Inc. 880.14%0.19%0.27%Q4 2021Q3 20238
Sierra Capital LLC 880.01%0.01%0.01%Q1 2021Q4 20228
W.G. Shaheen & Associates DBA Whitney & Co 710.06%0.07%0.08%Q4 2018Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Tuttle Capital Management, LLC 510.08%1.34%3.00%Q3 2016Q2 20238
Treynor Bancshares, Inc. 880.46%1.07%1.49%Q4 2021Q3 20238
Miracle Mile Advisors, LLC 440.01%0.07%0.43%Q4 2019Q3 20238
GUYASUTA INVESTMENT ADVISORS INC 880.02%0.02%0.02%Q4 2021Q3 20238
Lenox Wealth Management, Inc. 880.00%0.02%0.05%Q3 2018Q2 20208
Innova Wealth Partners 613.87%4.02%4.19%Q4 2020Q2 20238
MARYLAND CAPITAL ADVISORS INC. 880.05%0.06%0.08%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.15%0.41%0.57%Q1 2021Q3 20238
AEGON USA Investment Management, LLC 880.01%0.01%0.01%Q2 2013Q1 20158
Paladin Advisory Group, LLC 880.04%0.10%0.11%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.08%0.11%0.14%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.01%0.01%0.02%Q4 2021Q3 20238
Long Run Wealth Advisors, LLC 880.23%0.29%0.34%Q4 2021Q3 20238
Wedmont Private Capital 880.09%0.15%0.21%Q4 2021Q3 20238
FAS Wealth Partners, Inc. 510.00%0.00%0.01%Q1 2020Q2 20238
VSR Financial Services, Inc. 530.04%0.05%0.08%Q2 2013Q2 20168
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.01%0.03%0.06%Q1 2019Q4 20208
Congress Wealth Management LLC / DE / 880.01%0.81%1.85%Q4 2021Q3 20238
MKT Advisors LLC 880.32%0.44%0.51%Q4 2021Q3 20238
WealthBridge Capital Management, LLC 420.06%0.11%0.17%Q4 2018Q3 20238
NCM Capital Management, LLC 880.17%0.21%0.23%Q4 2021Q3 20238
Advisors Preferred, LLC 410.01%0.03%0.06%Q3 2015Q1 20238
Torch Wealth Management LLC 530.01%0.14%0.22%Q4 2013Q4 20198
U.S. Capital Wealth Advisors, LLC 880.01%0.06%0.11%Q4 2021Q3 20238
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 880.99%1.30%1.54%Q4 2021Q3 20238
Bogart Wealth, LLC 880.00%0.04%0.09%Q3 2021Q2 20238
Missouri Trust & Investment Co 880.02%0.02%0.02%Q4 2021Q3 20238
Allie Family Office LLC 880.35%0.37%0.40%Q4 2021Q3 20238
First Heartland Consultants, Inc. 710.02%0.07%0.31%Q2 2013Q3 20238
HERBST GROUP, LLC 880.16%0.22%0.27%Q4 2021Q3 20238
Cascade Investment Advisors, Inc. 880.03%0.04%0.05%Q2 2019Q1 20218
PRIMORIS WEALTH ADVISORS, LLC 880.36%1.61%6.29%Q4 2021Q3 20238
Operose Advisors LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Zullo Investment Group, Inc. 880.52%0.70%0.83%Q4 2021Q3 20238
Covestor Ltd 880.01%0.01%0.02%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.16%0.24%0.35%Q4 2021Q3 20238
First International Bank & Trust 880.09%0.11%0.13%Q4 2021Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.09%0.23%0.47%Q4 2021Q3 20238
PARAGON FINANCIAL PARTNERS, INC. 880.49%0.64%0.75%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.03%0.12%0.26%Q4 2021Q3 20238
Spinnaker Investment Group, LLC 880.10%0.12%0.13%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Byrne Asset Management LLC 880.06%0.06%0.07%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 880.41%0.50%0.57%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
Rainsberger Wealth Advisors, Inc. 880.92%1.05%1.14%Q4 2021Q3 20238
Key Client Fiduciary Advisors, LLC 880.20%0.33%0.48%Q4 2021Q3 20238
Comprehensive Financial Consultants Institutional, Inc. 880.19%0.22%0.26%Q4 2021Q3 20238
My Personal CFO, LLC 880.19%0.25%0.35%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Objective Capital Management, LLC 880.79%0.94%1.09%Q4 2021Q3 20238
WARNER FINANCIAL, INC 880.16%0.19%0.22%Q4 2021Q3 20238
Bedell Frazier Investment Counselling, LLC 712.17%2.52%3.77%Q4 2017Q3 20238
TWIN FOCUS CAPITAL PARTNERS, LLC 880.20%0.90%1.06%Q4 2021Q3 20238
Icon Wealth Partners, LLC 310.00%0.03%0.17%Q4 2017Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.02%0.10%Q4 2021Q3 20238
RETIREMENT GUYS FORMULA LLC 881.62%2.85%4.25%Q4 2021Q3 20238
ASB Consultores, LLC 880.86%2.32%3.35%Q4 2021Q3 20238
Point72 Middle East FZE 440.00%0.04%0.07%Q4 2022Q3 20238
NORWOOD FINANCIAL CORP 880.47%0.50%0.54%Q4 2021Q3 20238
Ballentine Partners, LLC 880.00%0.01%0.02%Q1 2016Q4 20178
WFA Asset Management Corp 880.08%11.50%15.01%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.02%0.02%0.02%Q4 2021Q3 20238
Pinnacle Wealth Management Advisory Group, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
PFS Partners, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
QVR LLC 210.09%0.57%1.82%Q4 2017Q4 20198
WEST PACES ADVISORS INC. 880.02%0.02%0.02%Q4 2021Q3 20238
CITY NATIONAL BANK 880.00%0.00%0.01%Q4 2013Q3 20158
Regis Management CO LLC 880.16%0.19%0.23%Q1 2016Q4 20178
LEWIS CAPITAL MANAGEMENT, LLC 881.13%1.28%1.49%Q4 2021Q3 20238
Dunvegan Associates, Inc. 880.01%0.96%3.96%Q1 2014Q4 20158
Lee Capital Holdings LLC 420.10%1.36%2.34%Q2 2018Q1 20218
GRIMES & COMPANY, INC. 510.72%0.99%1.28%Q2 2019Q2 20228
Luxor Capital Group, LP 210.19%2.80%15.87%Q4 2017Q4 20228
Braun-Bostich & Associates Inc. 880.54%1.51%1.96%Q1 2019Q4 20208
NTV ASSET MANAGEMENT LLC 880.06%0.08%0.09%Q4 2021Q3 20238
Altium Wealth Management LLC 530.02%0.14%0.36%Q2 2019Q1 20228
RUSSELL FRANK CO/ 710.00%0.00%0.01%Q2 2013Q1 20168
OPPENHEIMER ASSET MANAGEMENT INC. 610.00%0.01%0.02%Q4 2018Q4 20218
HANCOCK WHITNEY CORP 710.01%0.03%0.06%Q4 2017Q3 20238
WEST BANCORPORATION INC 440.02%0.03%0.03%Q4 2019Q3 20228
BAIRD ROBERT W & CO INC /WI/ 880.01%0.04%0.20%Q2 2013Q1 20158
Financial Partners Group, Inc 710.06%0.82%1.29%Q3 2021Q3 20238
Itau Unibanco Holding S.A. 310.01%0.21%0.68%Q3 2016Q2 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 880.02%0.03%0.04%Q2 2013Q1 20158
FIRST FOUNDATION ADVISORS 510.01%0.03%0.07%Q2 2013Q4 20218
Integrated Investment Consultants, LLC 710.01%0.02%0.02%Q1 2016Q1 20188
FIRST NATIONAL BANK SIOUX FALLS 880.03%0.03%0.04%Q4 2014Q3 20168
ARISTEIA CAPITAL, L.L.C. 440.08%0.13%0.21%Q1 2020Q4 20208
MainStreet Investment Advisors LLC 530.02%0.03%0.04%Q4 2017Q4 20198
CEDAR CAPITAL, LLC 610.10%0.55%0.92%Q4 2017Q3 20218
Invesco Ltd. 410.00%0.00%0.00%Q2 2013Q1 20198
Ballew Advisors, Inc 510.18%0.88%1.74%Q4 2017Q3 20208
Watermark Asset Management, Inc. 880.01%0.01%0.01%Q1 2017Q4 20188
Mosaic Family Wealth, LLC 620.00%0.05%0.13%Q1 2017Q1 20198
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
MIRABELLA FINANCIAL SERVICES LLP 510.14%1.87%3.62%Q2 2020Q3 20238
Seven Springs Wealth Group, LLC 880.09%0.12%0.17%Q1 2020Q4 20218
Lattice Strategies LLC 880.10%0.12%0.15%Q2 2013Q1 20158
Allianz Asset Management GmbH 310.00%0.03%0.18%Q4 2014Q3 20238
Placemark Investments, Inc. 770.01%0.49%0.81%Q2 2013Q4 20147
Measured Wealth Private Client Group, LLC 610.01%1.37%2.08%Q3 2018Q3 20237
SCOPUS ASSET MANAGEMENT, L.P. 410.15%0.84%1.42%Q1 2016Q4 20217
Keeler Thomas Management LLC 430.19%0.40%0.97%Q2 2019Q3 20237
HAZLETT, BURT & WATSON, INC. 770.02%0.03%0.03%Q1 2022Q3 20237
Vishria Bird Financial Group, LLC 430.13%0.18%0.25%Q2 2019Q1 20217
SEARCY FINANCIAL SERVICES INC /ADV 776.14%7.23%10.57%Q4 2018Q2 20207
D. E. Shaw & Co., Inc. 320.01%0.09%0.19%Q4 2019Q2 20237
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 770.40%0.46%0.49%Q1 2022Q3 20237
Miura Global Management 771.01%2.52%4.33%Q2 2019Q4 20207
Jump Financial, LLC 320.04%0.27%0.64%Q4 2020Q2 20237
Private Advisory Group LLC 410.05%0.37%0.77%Q4 2016Q3 20237
L.M. KOHN & COMPANY 770.29%0.39%0.67%Q1 2022Q3 20237
Legacy Private Trust Co. 430.03%0.26%0.58%Q1 2015Q4 20167
Arrow Investment Advisors, LLC 314.46%5.09%5.68%Q1 2015Q4 20227
ICA Group Wealth Management, LLC 771.27%1.82%2.41%Q1 2022Q3 20237
Redwood Financial Network Corp 770.46%0.59%0.67%Q1 2022Q3 20237
Darwin Wealth Management, LLC 610.01%0.95%1.33%Q1 2020Q3 20237
Weiss Multi-Strategy Advisers LLC 410.03%0.74%2.20%Q4 2013Q1 20197
Nuveen Asset Management, LLC 770.01%0.01%0.02%Q3 2013Q1 20157
Financial & Tax Architects, LLC 610.30%0.45%0.58%Q1 2021Q4 20227
ZACKS INVESTMENT MANAGEMENT 430.00%0.01%0.01%Q2 2021Q1 20237
Curtis Advisory Group, LLC 610.07%1.99%7.03%Q4 2020Q1 20237
Atria Wealth Solutions, Inc. 770.11%0.16%0.20%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 520.02%0.04%0.05%Q1 2020Q3 20237
Laurion Capital Management LP 210.07%0.14%0.36%Q1 2015Q3 20227
FIRST BUSINESS FINANCIAL SERVICES, INC. 430.06%1.29%3.58%Q1 2015Q4 20167
Client First Capital LLC 775.65%6.42%7.43%Q1 2022Q3 20237
AlphaCentric Advisors LLC 770.01%0.05%0.07%Q2 2020Q4 20217
Hudson Bay Capital Management LP 210.02%0.03%0.05%Q2 2016Q1 20197
PUBLIC SECTOR PENSION INVESTMENT BOARD 410.06%0.15%0.32%Q3 2017Q4 20227
Tyler-Stone Wealth Management 520.04%0.08%0.10%Q4 2021Q3 20237
ETF Store, Inc. 770.27%0.28%0.30%Q1 2022Q3 20237
Redhawk Wealth Advisors, Inc. 410.05%1.63%2.92%Q2 2019Q4 20227
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 770.02%2.27%3.25%Q1 2022Q3 20237
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.01%0.01%Q2 2019Q3 20227
Rockbridge Investment Management, LCC 770.02%0.03%0.03%Q2 2020Q4 20217
City State Bank 770.01%0.04%0.05%Q1 2022Q3 20237
SOUTH GEORGIA CAPITAL, LLC 770.06%0.18%0.26%Q4 2013Q2 20157
PRUDENT INVESTORS NETWORK, INC. 510.34%1.74%3.46%Q4 2019Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.01%0.01%Q4 2021Q2 20237
NEIRG Wealth Management, LLC 770.30%0.33%0.38%Q4 2021Q2 20237
First Capital Advisors Group, LLC. 430.01%0.31%0.65%Q3 2017Q2 20237
Eudaimonia Partners, LLC 430.00%0.03%0.05%Q2 2020Q3 20237
Steward Financial Group LLC 430.02%0.04%0.06%Q4 2021Q3 20237
Kalos Management, Inc. 610.06%0.77%1.24%Q4 2015Q2 20237
Wealth Management Solutions, LLC 770.12%0.15%0.20%Q4 2021Q2 20237
Tibra Equities Europe Ltd 430.22%1.96%5.05%Q4 2017Q3 20197
Legacy Capital Partners, Inc. 770.09%0.31%0.39%Q3 2020Q1 20227
ENTERPRISE FINANCIAL SERVICES CORP 520.00%0.00%0.00%Q1 2017Q2 20207
NEW ENGLAND SECURITIES CORP /MA/ 770.16%0.27%0.34%Q2 2013Q4 20147
SJS Investment Consulting Inc. 520.00%0.00%0.01%Q4 2021Q3 20237
Blueshift Asset Management, LLC 770.06%0.35%0.74%Q1 2021Q3 20227
McAdam, LLC 310.00%0.21%0.43%Q3 2018Q3 20237
Enterprise Trust & Investment Co 610.00%0.00%0.00%Q2 2019Q2 20227
Delos Wealth Advisors, LLC 771.68%3.84%4.66%Q1 2022Q3 20237
Polaris Wealth Advisory Group, LLC 310.79%1.06%1.39%Q1 2016Q3 20207
Alaska Permanent Fund Corp 310.01%0.42%2.02%Q1 2021Q3 20237
SteelPeak Wealth, LLC 770.02%0.10%0.24%Q1 2022Q3 20237
COLTON GROOME FINANCIAL ADVISORS, LLC 770.12%0.30%0.53%Q1 2022Q3 20237
TUCKER ASSET MANAGEMENT LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Clear Perspective Advisors, LLC 770.03%0.04%0.05%Q4 2016Q2 20187
Narus Financial Partners, LLC 770.42%0.52%0.69%Q1 2022Q3 20237
Thornmark Asset Management Inc. 770.55%3.75%4.50%Q2 2013Q4 20147
TRIANGLE PEAK PARTNERS, LP 770.98%1.26%1.61%Q4 2013Q2 20157
TCF National Bank 770.03%0.03%0.04%Q3 2019Q1 20217
Hutchin Hill Capital, LP 770.08%0.79%2.91%Q2 2016Q4 20177
Lloyd Advisory Services, LLC. 770.00%0.00%0.00%Q3 2020Q1 20227
Gyon Technologies Capital Management, LP 770.46%0.94%1.93%Q3 2020Q1 20227
Symmetry Partners, LLC 410.04%0.34%0.73%Q1 2019Q4 20227
INVESTMENT PARTNERS, LTD. 610.12%0.21%0.25%Q3 2019Q3 20237
Hefty Wealth Partners 320.02%1.02%1.74%Q4 2015Q1 20187
Elliott Investment Management L.P. 321.03%2.03%2.85%Q3 2020Q4 20227
Squar Milner Financial Services LLC 520.06%0.07%0.09%Q2 2018Q1 20207
3D/L Capital Management, LLC 520.16%0.18%0.24%Q1 2021Q3 20237
Colonial River Wealth Management, LLC 610.12%0.98%1.88%Q4 2021Q3 20237
Beaumont Capital Management, LLC 613.94%5.78%6.75%Q4 2020Q4 20227
Greystone Financial Group, LLC 520.11%0.25%0.48%Q4 2020Q2 20237
Precision Wealth Strategies, LLC 770.73%1.06%1.46%Q4 2021Q2 20237
Capital Wealth Planning, LLC 410.02%0.13%0.47%Q1 2014Q1 20207
Braver Wealth Management, LLC 431.16%2.17%3.18%Q4 2014Q3 20167
Berkshire Money Management, Inc. 770.13%0.17%0.18%Q2 2019Q4 20207
HOLLENCREST CAPITAL MANAGEMENT 510.00%1.50%2.31%Q1 2016Q2 20237
Bank Julius Baer & Co. Ltd, Zurich 770.00%0.04%0.10%Q2 2020Q4 20217
PRINCETON CAPITAL MANAGEMENT LLC 770.00%0.02%0.04%Q1 2018Q3 20197
SUMMIT FINANCIAL GROUP, INC. 770.11%0.23%0.30%Q1 2022Q3 20237
WATER ISLAND CAPITAL LLC 410.08%0.22%0.45%Q3 2015Q3 20187
STEVENS CAPITAL MANAGEMENT LP 410.01%0.36%0.92%Q2 2016Q3 20227
Lavaca Capital LLC 430.08%0.18%0.24%Q4 2018Q3 20237
US FINANCIAL ADVISORS, LLC 610.06%3.69%6.43%Q4 2014Q4 20207
Quantbot Technologies LP 210.04%0.09%0.13%Q4 2019Q2 20237
Integrated Wealth Management 770.04%0.04%0.04%Q1 2015Q3 20167
Crossmark Global Holdings, Inc. 610.01%0.01%0.02%Q3 2016Q4 20187
GUGGENHEIM CAPITAL LLC 660.00%0.01%0.02%Q2 2013Q3 20147
CANADA PENSION PLAN INVESTMENT BOARD 520.00%0.02%0.04%Q2 2013Q4 20217
Ken Stern & Associates, Inc. 523.04%4.26%5.70%Q4 2014Q3 20167
Stuart Chaussee & Associates, Inc. 410.00%8.13%38.32%Q4 2015Q2 20227
First PREMIER Bank 610.02%0.03%0.04%Q2 2020Q3 20237
Strategic Point Investment Advisors, LLC 773.63%8.01%9.78%Q1 2015Q3 20167
ProVise Management Group, LLC 510.07%0.13%0.18%Q4 2014Q1 20237
First Financial Bank - Trust Division 610.05%0.30%0.37%Q4 2021Q4 20237
BNC WEALTH MANAGEMENT, LLC 660.21%0.48%0.70%Q2 2022Q3 20236
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 310.02%0.10%0.35%Q4 2014Q2 20206
ARCADIA INVESTMENT MANAGEMENT CORP/MI 660.01%0.01%0.01%Q4 2015Q1 20176
UNIVEST FINANCIAL Corp 210.06%0.16%0.36%Q4 2015Q4 20206
WULFF, HANSEN & CO. 330.18%0.22%0.25%Q4 2021Q2 20236
NWI MANAGEMENT LP 310.22%0.40%0.73%Q3 2015Q4 20176
PRIVATE CAPITAL MANAGEMENT INC 660.03%0.20%0.26%Q4 2015Q1 20176
UBS OCONNOR LLC 310.00%0.10%0.36%Q3 2013Q2 20186
HIGH POINT BANK & TRUST CO 660.00%0.00%0.01%Q3 2015Q4 20166
QCM Cayman, Ltd. 210.21%1.32%3.51%Q1 2015Q2 20226
PRIVATE TRUST CO NA 660.09%0.14%0.18%Q2 2022Q3 20236
Graham Capital Management, L.P. 210.21%0.97%3.20%Q2 2016Q1 20216
BOK Financial Private Wealth, Inc. 660.00%0.01%0.01%Q2 2022Q3 20236
Covington Capital Management 510.00%0.00%0.00%Q1 2020Q3 20226
Altshuler Shaham Ltd 510.10%1.93%10.97%Q3 2020Q3 20226
CHILTON INVESTMENT CO INC. 310.01%0.01%0.01%Q3 2013Q3 20156
Patriot Wealth Management, Inc. 661.47%2.11%2.75%Q3 2017Q4 20186
SII INVESTMENTS INC/WI 310.02%0.09%0.28%Q2 2013Q3 20176
Clark Capital Management Group, Inc. 410.03%0.46%0.98%Q3 2015Q4 20226
BBR PARTNERS, LLC 310.05%0.12%0.14%Q2 2015Q1 20216
PICTET ASSET MANAGEMENT SA 660.00%0.00%0.01%Q1 2022Q2 20236
Round Table Services, LLC 660.04%0.06%0.10%Q3 2020Q4 20216
Dorsey Wright & Associates 310.76%2.72%4.00%Q1 2015Q4 20226
COMERICA SECURITIES INC 510.03%0.04%0.04%Q1 2017Q4 20186
MACQUARIE GROUP LTD 210.00%0.00%0.00%Q3 2014Q2 20226
FundX Investment Group, LLC 310.08%1.68%3.38%Q1 2016Q3 20206
McAdams Wright Ragen, Inc. 660.02%0.03%0.04%Q2 2013Q3 20146
WMS Partners, LLC 510.05%0.05%0.06%Q2 2019Q4 20216
DRW Securities, LLC 310.01%0.03%0.08%Q2 2013Q3 20236
MILLIE CAPITAL MANAGEMENT, LLC 660.76%0.99%1.60%Q4 2014Q1 20166
DFPG INVESTMENTS, LLC 510.05%0.75%2.18%Q1 2019Q3 20236
Shinko Asset Management Co., Ltd. 510.11%0.29%0.69%Q4 2014Q2 20166
ELEMENT CAPITAL MANAGEMENT LLC 310.55%8.73%34.73%Q1 2017Q4 20186
Community Financial Services Group, LLC 660.01%0.01%0.02%Q2 2014Q3 20156
Shamrock Asset Management LLC 410.00%2.62%5.44%Q2 2013Q2 20166
Chicago Partners Investment Group LLC 410.00%0.03%0.10%Q4 2015Q2 20236
Edge Wealth Management LLC 510.00%0.03%0.07%Q1 2016Q2 20196
Lourd Capital, LLC 660.05%0.06%0.09%Q1 2015Q2 20166
High Falls Advisors, Inc 310.24%0.26%0.30%Q4 2015Q3 20196
Camelot Portfolios, LLC 660.14%0.16%0.22%Q2 2018Q3 20196
KMS FINANCIAL SERVICES, INC 660.04%0.07%0.10%Q2 2013Q3 20146
Winch Advisory Services, LLC 330.00%0.01%0.03%Q4 2015Q4 20226
State of Tennessee, Treasury Department 420.10%0.22%0.33%Q3 2013Q2 20236
TELEMUS CAPITAL, LLC 510.02%0.02%0.02%Q2 2020Q1 20226
Tourbillon Capital Partners, L.P. 311.13%2.38%4.03%Q4 2013Q4 20156
Fullerton Fund Management Co Ltd. 330.14%1.06%1.80%Q1 2022Q3 20236
Bouchey Financial Group Ltd 663.08%3.56%4.04%Q2 2022Q3 20236
Fusion Investment Group, LLC 660.45%0.74%1.30%Q2 2014Q3 20156
Elite Wealth Management, Inc. 660.00%0.00%0.00%Q3 2012Q4 20136
Argent Trust Co 420.01%0.02%0.06%Q4 2021Q3 20236
Northstar Group, Inc. 660.06%0.08%0.09%Q4 2020Q1 20226
Bayesian Capital Management, LP 310.06%0.23%0.42%Q1 2020Q3 20236
Sunbelt Securities, Inc. 310.02%0.29%0.85%Q4 2016Q3 20236
RFG Advisory, LLC 510.02%0.69%1.01%Q1 2016Q1 20236
Trexquant Investment LP 220.01%0.13%0.29%Q2 2020Q3 20236
WealthPLAN Partners, LLC 210.00%0.03%0.08%Q4 2015Q2 20236
Prostatis Group LLC 330.12%1.16%2.15%Q2 2021Q2 20236
Proficio Capital Partners LLC 410.00%0.40%0.92%Q4 2015Q2 20236
Lee Capital Management LP 660.82%1.04%1.12%Q4 2016Q1 20186
CMH Wealth Management LLC 661.86%3.47%4.15%Q4 2016Q1 20186
Rokos Capital Management LLP 420.19%1.01%2.66%Q4 2019Q2 20216
Berkeley Capital Partners, LLC 410.09%0.14%0.24%Q1 2020Q3 20236
Cornerstone Wealth Management, LLC 220.01%0.02%0.03%Q2 2018Q3 20236
WEALTHSOURCE PARTNERS, LLC 310.03%0.24%0.80%Q3 2018Q4 20226
JT Stratford LLC 510.13%0.40%0.55%Q4 2016Q1 20226
Independent Advisor Alliance 510.00%0.14%0.39%Q1 2017Q4 20196
GenTrust, LLC 310.03%0.16%0.28%Q4 2018Q2 20226
Abbrea Capital, LLC 660.04%0.04%0.04%Q2 2022Q3 20236
Ahrens Investment Partners LLC 310.02%0.05%0.13%Q2 2019Q1 20236
Avestar Capital, LLC 510.01%0.06%0.10%Q4 2017Q2 20196
AlphaCore Capital LLC 510.00%0.00%0.00%Q1 2022Q3 20236
PrairieView Partners, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q4 2017Q3 20236
WealthShield Partners, LLC 310.01%0.10%0.56%Q1 2019Q3 20236
Acorn Wealth Advisors, LLC 330.03%0.11%0.22%Q4 2017Q2 20236
Investors Research Corp 660.00%0.00%0.00%Q2 2022Q3 20236
Santori & Peters, Inc. 660.17%0.23%0.28%Q4 2017Q1 20196
Q3 Asset Management 212.47%6.54%11.20%Q3 2018Q2 20226
Portfolio Strategies, Inc. 330.09%1.46%4.32%Q3 2019Q1 20216
Graves Light Lenhart Wealth, Inc. 660.00%0.00%0.00%Q1 2021Q2 20226
Apollon Wealth Management, LLC 410.02%0.10%0.18%Q2 2020Q3 20236
Advisory Resource Group 660.46%0.56%0.84%Q3 2020Q4 20216
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.04%0.10%Q3 2020Q3 20236
Hillcrest Wealth Advisors - NY, LLC 660.13%0.14%0.15%Q3 2020Q4 20216
Van Leeuwen & Company, LLC 660.21%0.22%0.24%Q4 2018Q1 20206
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 410.00%0.09%0.14%Q1 2019Q4 20226
Cornerstone Wealth Group, LLC 220.38%0.95%1.60%Q2 2019Q2 20236
WT Wealth Management 420.11%0.60%1.89%Q3 2021Q1 20236
Optimum Quantvest Corp 663.33%5.35%8.01%Q2 2019Q3 20206
Secure Asset Management, LLC 420.14%0.22%0.34%Q4 2019Q3 20226
Integer Wealth Advisors Group LLC 660.23%0.36%0.50%Q4 2019Q1 20216
H&H Retirement Design & Management INC 660.27%1.74%3.27%Q2 2022Q3 20236
Texas Capital Bank Wealth Management Services Inc 420.27%0.89%1.54%Q1 2020Q4 20226
Wealth Quarterback LLC 420.04%0.20%0.39%Q4 2019Q3 20216
Royal Fund Management, LLC 210.00%0.00%0.01%Q4 2016Q4 20196
Coombe, Bender & Co LLC 660.23%0.27%0.31%Q2 2022Q3 20236
TrueWealth Advisors, LLC 660.09%0.14%0.19%Q2 2022Q3 20236
Bellwether Advisors, LLC 510.00%5.40%9.79%Q3 2021Q1 20236
Platform Technology Partners 660.18%0.24%0.38%Q2 2022Q3 20236
WOLFF WIESE MAGANA LLC 510.01%0.03%0.14%Q4 2020Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.01%0.03%0.08%Q2 2021Q4 20226
TruWealth Advisors, LLC 660.02%0.28%0.35%Q2 2022Q3 20236
MRA Advisory Group 662.43%3.04%3.39%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.01%0.01%0.01%Q4 2020Q1 20226
Round Rock Advisors, LLC 660.15%0.26%0.50%Q4 2020Q1 20226
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Keystone Wealth Services, LLC 330.08%0.09%0.10%Q4 2021Q2 20236
Corsicana & Co. 660.06%0.07%0.09%Q2 2021Q3 20226
American Trust 420.02%0.02%0.02%Q1 2022Q3 20236
American Planning Services, Inc. 660.18%1.50%6.69%Q2 2022Q3 20236
WEALTH EFFECTS LLC 660.17%0.20%0.23%Q2 2022Q3 20236
TCWP LLC 660.04%0.13%0.35%Q4 2021Q1 20236
OLIVER LAGORE VANVALIN INVESTMENT GROUP 660.00%0.00%0.00%Q1 2022Q2 20236
Prosperity Consulting Group, LLC 510.14%0.18%0.21%Q4 2021Q3 20236
Nvest Financial, LLC 660.88%1.73%2.18%Q1 2022Q2 20236
Coston, McIsaac & Partners 660.04%0.06%0.10%Q2 2022Q3 20236
Warther Private Wealth, LLC 330.14%0.16%0.18%Q4 2021Q2 20236
COMMUNITY BANK SYSTEM, INC. 660.00%0.31%0.91%Q2 2013Q3 20146
MUNDER CAPITAL MANAGEMENT 660.00%0.00%0.00%Q2 2013Q3 20146
NEW YORK STATE COMMON RETIREMENT FUND 660.02%0.02%0.02%Q3 2013Q4 20146
Lake Hills Wealth Management, LLC 553.33%4.34%5.05%Q2 2022Q2 20235
Relyea Zuckerberg Hanson LLC 550.11%0.12%0.13%Q3 2021Q3 20225
APPLETON PARTNERS INC/MA 550.03%0.04%0.05%Q4 2022Q4 20235
GSA CAPITAL PARTNERS LLP 320.04%0.22%0.39%Q3 2021Q3 20235
AMERICAN ASSET MANAGEMENT INC. 550.14%0.17%0.27%Q3 2016Q3 20175
Lenox Wealth Advisors, LLC 320.00%0.00%0.00%Q1 2020Q4 20215
BB&T INVESTMENT SERVICES, INC. 550.20%0.46%0.77%Q4 2016Q4 20175
Delek Group, Ltd. 550.02%0.06%0.09%Q2 2018Q2 20195
FARR MILLER & WASHINGTON LLC/DC 550.03%0.03%0.05%Q4 2015Q4 20165
Ergoteles LLC 410.07%0.50%1.10%Q4 2020Q3 20225
DUALITY ADVISERS, LP 310.87%5.35%18.30%Q4 2018Q4 20205
CIBC WORLD MARKETS CORP 210.00%0.71%1.57%Q4 2016Q4 20195
ROMANO BROTHERS AND COMPANY 550.07%0.08%0.13%Q3 2022Q3 20235
Lucia Wealth Services, LLC 550.05%0.05%0.06%Q3 2019Q3 20205
FIRST NIAGARA BANK 550.05%0.06%0.08%Q2 2015Q2 20165
Strategic Asset Management, LLC 550.19%0.31%0.42%Q3 2021Q3 20225
FNY Investment Advisers, LLC 210.00%0.09%0.36%Q2 2018Q4 20225
VAUGHAN DAVID INVESTMENTS LLC/IL 550.01%0.01%0.02%Q4 2018Q4 20195
GW HENSSLER & ASSOCIATES LTD 210.02%0.10%0.35%Q3 2019Q4 20215
BESSEMER SECURITIES LLC 410.00%0.36%0.57%Q3 2019Q1 20235
BARRETT & COMPANY, INC. 550.02%0.03%0.03%Q3 2022Q3 20235
TAP Consulting, LLC 410.01%0.53%0.67%Q4 2021Q3 20235
SIMMONS FIRST TRUST CO NA 550.15%0.16%0.17%Q4 2014Q4 20155
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
SPOT TRADING L.L.C. 220.00%0.02%0.04%Q2 2017Q3 20175
C M BIDWELL & ASSOCIATES LTD 550.12%0.12%0.13%Q1 2021Q1 20225
MARINER INVESTMENT GROUP LLC 320.00%0.01%0.02%Q2 2013Q3 20145
SMITHBRIDGE ASSET MANAGEMENT INC/DE 320.23%0.40%0.59%Q2 2022Q3 20235
Annex Advisory Services, LLC 310.02%0.36%1.03%Q2 2013Q2 20225
KLINGENSTEIN FIELDS & CO LP 410.01%0.02%0.03%Q4 2015Q3 20185
HYMAN CHARLES D 550.02%0.02%0.02%Q3 2022Q3 20235
LEUTHOLD GROUP, LLC 320.03%0.04%0.06%Q3 2020Q4 20225
BOSTON PRIVATE BANK & TRUST CO 410.00%0.00%0.01%Q2 2013Q1 20155
Beaumont Asset Management, L.L.C. 550.25%0.50%0.57%Q1 2020Q1 20215
TIVERTON ASSET MANAGEMENT LLC 550.04%1.22%1.61%Q1 2017Q1 20185
U S GLOBAL INVESTORS INC 210.07%0.18%0.26%Q2 2017Q2 20195
ARS Wealth Advisors Group, LLC 550.04%0.05%0.07%Q3 2021Q3 20225
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 211.35%2.43%3.28%Q1 2016Q3 20195
FIRST HORIZON CORP 410.08%0.09%0.10%Q2 2013Q2 20215
ALTERNA WEALTH MANAGEMENT, INC 550.08%0.38%0.63%Q4 2018Q4 20195
SNS Financial Group, LLC 410.36%0.53%1.05%Q4 2014Q3 20165
FNY Partners Fund LP 320.00%0.01%0.02%Q4 2016Q1 20185
Leucadia National 440.00%0.02%0.06%Q4 2022Q3 20235
PACIFIC FINANCIAL GROUP INC 110.00%0.71%2.06%Q2 2013Q3 20205
OGOREK ANTHONY JOSEPH /NY/ /ADV 550.15%0.17%0.18%Q4 2015Q4 20165
Interval Partners, LP 110.10%0.44%0.60%Q4 2014Q2 20185
BlackRock Investment Management, LLC 550.00%0.00%0.00%Q4 2015Q4 20165
Advisor OS, LLC 410.43%0.68%0.89%Q2 2020Q4 20225
Stack Financial Management, Inc 410.03%0.04%0.06%Q4 2018Q2 20205
SHINE INVESTMENT ADVISORY SERVICES INC 410.00%0.00%0.01%Q2 2017Q2 20205
Aries Wealth Management 550.10%0.25%0.31%Q3 2022Q3 20235
Westover Capital Advisors, LLC 550.11%0.12%0.14%Q1 2022Q1 20235
TECTONIC ADVISORS LLC 550.00%0.02%0.03%Q4 2020Q4 20215
GM Advisory Group, LLC 556.07%6.42%6.98%Q4 2018Q4 20195
CETERA INVESTMENT MANAGEMENT LLC 410.24%0.38%0.48%Q4 2015Q1 20175
USAdvisors Wealth Management, LLC 550.15%0.54%0.93%Q4 2019Q4 20205
Signify Wealth 410.30%1.72%3.31%Q2 2022Q3 20235
GREAT WEST LIFE ASSURANCE CO /CAN/ 550.00%0.00%0.00%Q2 2014Q2 20155
Empowered Funds, LLC 210.01%0.60%2.54%Q1 2022Q3 20235
Marcum Wealth, LLC 550.11%0.12%0.14%Q3 2022Q3 20235
DRIEHAUS CAPITAL MANAGEMENT LLC 550.04%0.23%0.31%Q2 2015Q2 20165
True Link Financial Advisors, LLC 550.01%0.02%0.02%Q4 2020Q4 20215
Colonial Trust Co / SC 550.05%0.07%0.08%Q3 2022Q3 20235
Ascent Group, LLC 550.09%0.12%0.14%Q3 2022Q3 20235
Charles Schwab Investment Advisory, Inc. 550.14%0.16%0.18%Q4 2018Q4 20195
Allegis Investment Advisors, LLC 550.06%0.16%0.21%Q4 2015Q4 20165
Tidal Investments LLC 550.01%0.02%0.04%Q1 2022Q1 20235
Global X Management CO LLC 210.05%0.16%0.36%Q4 2014Q2 20175
GFG Capital, LLC 320.03%0.05%0.08%Q4 2021Q2 20235
Cerebellum GP, LLC 210.09%0.21%0.31%Q4 2017Q2 20205
Bain Capital Public Equity Management II, LLC 310.04%1.31%3.02%Q1 2021Q3 20235
IRONWOOD WEALTH MANAGEMENT, INC. 553.28%3.41%3.54%Q3 2022Q3 20235
Global Wealth Strategies & Associates 550.00%0.29%1.40%Q4 2022Q4 20235
1607 Capital Partners, LLC 550.08%0.22%0.29%Q3 2022Q3 20235
Latitude Advisors, LLC 550.08%0.20%0.30%Q1 2022Q1 20235
Numeric Investors LLC 210.00%0.02%0.06%Q3 2014Q2 20175
SAXON INTERESTS, INC. 551.04%1.55%2.13%Q2 2022Q2 20235
Pensionmark Financial Group, LLC 310.05%0.08%0.13%Q1 2020Q4 20225
Flagship Private Wealth, LLC 550.22%0.34%0.43%Q1 2022Q1 20235
SPX Gestao de Recursos Ltda 310.69%2.49%9.20%Q1 2013Q3 20235
F-Squared Investment Management, LLC 311.77%4.32%11.22%Q2 2013Q4 20145
Solitude Financial Services 551.15%2.37%3.08%Q4 2020Q4 20215
Hall Kathryn A. 550.08%0.09%0.12%Q3 2020Q3 20215
THOMPSON DAVIS & CO., INC. 550.03%0.03%0.03%Q3 2016Q3 20175
Harrison & Co Wealth Management, LLC 551.82%2.17%2.53%Q4 2021Q4 20225
Perkins Coie Trust Co 550.01%0.02%0.02%Q2 2019Q2 20205
Axiom Investment Management LLC 310.00%0.00%0.01%Q1 2019Q3 20225
Perigon Wealth Management, LLC 410.02%0.02%0.04%Q4 2020Q3 20235
CoreCap Advisors, LLC 550.78%0.94%1.16%Q4 2021Q4 20225
One Capital Management, LLC 410.00%0.07%0.13%Q3 2014Q4 20225
Focused Wealth Management, Inc 320.00%0.00%0.00%Q2 2022Q3 20235
Gemmer Asset Management LLC 550.00%0.00%0.00%Q1 2021Q1 20225
ACCURATE INVESTMENT SOLUTIONS, INC. 410.00%0.00%0.01%Q3 2017Q1 20205
GHP Investment Advisors, Inc. 550.00%0.00%0.00%Q1 2022Q1 20235
Marathon Trading Investment Management LLC 210.01%0.08%0.26%Q2 2017Q3 20235
FNY Managed Accounts LLC 310.00%0.07%0.22%Q1 2016Q1 20185
Fragasso Group Inc. 410.04%0.24%0.33%Q4 2013Q4 20235
One Day In July LLC 550.04%0.05%0.06%Q3 2022Q3 20235
Cambria Investment Management, L.P. 410.06%0.19%0.23%Q1 2015Q3 20165
Gupta Wealth Management LLC 550.02%0.04%0.06%Q1 2015Q1 20165
Compass Wealth Management LLC 550.00%0.00%0.00%Q4 2022Q4 20235
Strategic Investment Advisors / MI 210.12%0.22%0.37%Q2 2019Q4 20225
Northstar Advisory Group, LLC 210.14%1.44%4.70%Q1 2021Q3 20235
Washington Trust Advisors, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
Intrua Financial, LLC 550.12%0.49%0.65%Q1 2022Q1 20235
Balboa Wealth Partners 550.16%0.34%0.57%Q3 2022Q3 20235
Main Management LLC 411.54%2.08%2.34%Q1 2015Q3 20225
Euclid Advisors LLC 313.27%4.05%5.86%Q2 2013Q4 20145
Spectrum Management Group, LLC 320.60%1.13%1.57%Q1 2016Q3 20225
Delta Investment Management, LLC 320.13%0.21%0.38%Q3 2019Q4 20205
Connor, Clark & Lunn Investment Management Ltd. 550.04%0.05%0.07%Q1 2014Q1 20155
McGuire Investment Group, LLC 550.05%0.06%0.06%Q3 2022Q3 20235
Asset Advisors Investment Management, LLC 550.52%0.53%0.55%Q3 2022Q3 20235
MCKINLEY CAPITAL MANAGEMENT LLC 550.00%0.00%0.00%Q3 2016Q3 20175
Cadent Capital Advisors, LLC 550.68%0.77%0.88%Q2 2022Q2 20235
Symmetry Investments LP 320.33%0.83%1.77%Q1 2021Q3 20235
G2 CAPITAL MANAGEMENT, LLC / OH 550.60%1.26%1.52%Q1 2022Q1 20235
National Wealth Management Group, LLC 550.52%0.68%0.92%Q1 2022Q1 20235
Neuburgh Advisers LLC 550.01%0.28%0.52%Q1 2017Q1 20185
Bremer Bank National Association 550.45%0.54%0.63%Q1 2019Q1 20205
Mitsubishi UFJ Asset Management (UK) Ltd. 310.57%2.08%2.90%Q4 2018Q4 20205
Tyers Asset Management LLC 550.00%0.18%0.32%Q1 2017Q1 20185
Glen Harbor Capital Management LLC 550.00%0.08%0.16%Q1 2017Q1 20185
Flinton Capital Management LLC 550.00%0.22%0.41%Q1 2017Q1 20185
EXCHANGE TRADED CONCEPTS, LLC 310.09%0.92%1.72%Q4 2020Q4 20235
Allspring Global Investments Holdings, LLC 320.01%0.02%0.03%Q2 2022Q3 20235
BERRY GROUP, LLC 550.13%0.16%0.19%Q4 2019Q4 20205
Quadrant Private Wealth Management, LLC 310.10%0.12%0.14%Q2 2022Q2 20234
Resurgent Financial Advisors LLC 440.01%0.02%0.02%Q4 2022Q3 20234
SYMPHONY ASSET MANAGEMENT LLC 310.09%0.37%0.92%Q4 2018Q4 20194
1 NORTH WEALTH SERVICES LLC 221.31%1.35%1.39%Q4 2018Q4 20194
Simplicity Wealth,LLC 440.46%0.85%1.70%Q4 2021Q3 20224
KARLINSKI ANDREW C 440.02%0.02%0.03%Q4 2021Q3 20224
SageView Advisory Group, LLC 440.02%0.07%0.10%Q4 2022Q3 20234
Lee Financial Co 310.00%0.01%0.01%Q3 2022Q3 20234
Arlington Partners LLC 310.01%0.03%0.06%Q4 2019Q2 20224
Stockman Wealth Management, Inc. 440.55%0.61%0.63%Q4 2022Q3 20234
Asset Allocation Strategies LLC 441.35%1.56%1.83%Q4 2022Q3 20234
Lansing Street Advisors 310.00%0.21%0.50%Q1 2022Q1 20234
HALL LAURIE J TRUSTEE 440.05%0.06%0.06%Q4 2017Q3 20184
Mint Tower Capital Management B.V. 210.04%0.21%0.34%Q4 2017Q1 20214
ARMSTRONG ADVISORY GROUP, INC 442.21%2.71%3.60%Q4 2022Q3 20234
Forward Management, LLC 440.02%0.28%0.38%Q4 2015Q3 20164
Bleakley Financial Group, LLC 440.02%0.32%0.55%Q4 2022Q3 20234
RETIREMENT DESIGN & MANAGEMENT INC /ADV 441.47%2.03%2.58%Q3 2015Q2 20164
Valence8 US LP 449.81%10.67%11.66%Q4 2022Q3 20234
Ifrah Financial Services, Inc. 440.10%0.14%0.16%Q1 2022Q4 20224
Corient Private Wealth LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Lodestone Wealth Management LLC 440.28%0.32%0.35%Q4 2022Q3 20234
Alpha Cubed Investments, LLC 220.02%0.04%0.08%Q1 2022Q1 20234
ETFIDEA, LLC 440.12%0.14%0.15%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.21%0.28%0.44%Q4 2022Q3 20234
Sharper & Granite LLC 444.44%4.90%5.41%Q4 2022Q3 20234
JDM Financial Group LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Family Asset Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Segment Wealth Management, LLC 440.86%0.91%1.02%Q3 2021Q2 20224
Phillips Wealth Planners LLC 440.97%1.07%1.22%Q4 2022Q3 20234
Rooted Wealth Advisors, Inc. 441.70%1.91%2.09%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.58%0.74%1.15%Q4 2022Q3 20234
River Street Advisors LLC 440.27%0.34%0.43%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.18%0.21%0.24%Q4 2022Q3 20234
Park Place Capital Corp 440.01%0.01%0.01%Q4 2022Q3 20234
Massachusetts Wealth Management 441.10%1.14%1.16%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.82%0.95%1.07%Q4 2022Q3 20234
Granite Harbor Advisors, Inc. 441.68%1.90%2.25%Q4 2022Q3 20234
CHANNEL WEALTH LLC 440.16%0.23%0.28%Q1 2023Q4 20234
Cedar Wealth Management, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Ranch Capital Advisors Inc. 310.01%0.07%0.14%Q4 2019Q1 20224
New Republic Capital, LLC 440.01%0.02%0.04%Q4 2022Q3 20234
Hirtle Callaghan & Co LLC 310.00%0.04%0.17%Q3 2013Q2 20194
ADAMS DIVERSIFIED EQUITY FUND, INC. 210.13%0.25%0.30%Q1 2017Q4 20224
HOEY INVESTMENTS, INC 310.00%0.01%0.01%Q1 2020Q1 20214
Bragg Financial Advisors, Inc 440.02%0.02%0.02%Q4 2022Q3 20234
Empyrean Capital Partners, LP 310.74%1.38%3.27%Q2 2013Q2 20194
Essex Financial Services, Inc. 210.01%0.03%0.07%Q4 2013Q4 20224
CALDWELL SUTTER CAPITAL, INC. 440.04%0.05%0.07%Q4 2022Q3 20234
BTG Pactual Global Asset Management Ltd 110.35%3.94%7.44%Q3 2017Q1 20224
Cairn Investment Group, Inc. 442.96%3.30%3.49%Q1 2022Q4 20224
GLG Partners LP 310.16%0.24%0.42%Q4 2015Q4 20164
All Season Financial Advisors, Inc. 310.29%0.43%0.60%Q2 2021Q1 20234
STOCK YARDS BANK & TRUST CO 440.01%0.01%0.01%Q2 2022Q1 20234
Baltimore-Washington Financial Advisors, Inc. 440.15%0.80%1.15%Q1 2017Q4 20174
Gilman Hill Asset Management, LLC 440.14%0.14%0.15%Q1 2018Q4 20184
FIRST HAWAIIAN BANK 440.01%0.01%0.01%Q3 2018Q2 20194
Litman Gregory Wealth Management LLC 310.00%0.00%0.00%Q1 2018Q2 20194
STEEL GROVE CAPITAL ADVISORS, LLC 210.09%0.26%0.48%Q3 2015Q4 20184
McGowan Group Asset Management, Inc. 440.03%0.04%0.04%Q1 2022Q4 20224
GIRARD SECURITIES, INC. 440.18%0.23%0.28%Q4 2016Q3 20174
CLARK FINANCIAL SERVICES GROUP INC /BD 111.14%1.77%2.26%Q2 2020Q3 20234
ALETHEA CAPITAL MANAGEMENT, LLC 440.52%0.74%1.03%Q4 2014Q3 20154
OKABENA INVESTMENT SERVICES INC 220.00%0.05%0.10%Q4 2019Q1 20234
ROWLAND CARMICHAEL ADVISORS INC /ADV 440.02%0.03%0.04%Q1 2016Q4 20164
Gruss Capital Management LP 221.80%2.04%2.47%Q4 2014Q4 20164
NewSquare Capital LLC 310.01%0.28%0.56%Q4 2014Q3 20164
NatWest Group plc 440.09%0.23%0.41%Q2 2013Q1 20144
WADE G W & INC 440.01%0.02%0.02%Q4 2022Q3 20234
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.02%0.03%0.03%Q4 2017Q3 20184
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 442.49%3.53%4.59%Q4 2019Q3 20204
Bank Pictet & Cie (Europe) AG 441.48%1.82%2.01%Q3 2018Q2 20194
TOWER TRUST Co 441.00%1.05%1.12%Q2 2013Q1 20144
AMI INVESTMENT MANAGEMENT INC 440.24%0.29%0.33%Q4 2022Q3 20234
National Mutual Insurance Federation of Agricultural Cooperatives 441.19%1.25%1.32%Q2 2019Q1 20204
MANCHESTER FINANCIAL INC 440.00%0.00%0.00%Q2 2020Q1 20214
Silversage Advisors 442.26%2.61%3.40%Q4 2019Q3 20204
SCHRODER INVESTMENT MANAGEMENT GROUP 210.00%0.01%0.03%Q3 2013Q2 20194
Peloton Wealth Strategists 310.30%1.22%2.42%Q3 2016Q3 20174
TEXAS CAPITAL BANCSHARES INC/TX 440.74%1.23%1.68%Q1 2022Q4 20224
BAINCO INTERNATIONAL INVESTORS 220.04%0.20%0.37%Q1 2013Q1 20204
BRYN MAWR TRUST Co 210.01%0.01%0.01%Q4 2017Q4 20214
PICTON MAHONEY ASSET MANAGEMENT 310.12%0.72%0.95%Q3 2014Q3 20164
SHUFRO ROSE & CO LLC 310.02%0.03%0.03%Q4 2021Q3 20234
NORTHSTAR WEALTH PARTNERS LLC 440.12%0.13%0.14%Q1 2018Q4 20184
Bryn Mawr Capital Management, LLC 440.06%0.09%0.11%Q4 2022Q3 20234
Independence Advisors, LLC 440.01%0.01%0.02%Q4 2019Q3 20204
BerganKDV Wealth Management, LLC 210.00%0.01%0.02%Q2 2020Q1 20234
B&D White Capital Company, LLC 440.08%0.68%1.05%Q2 2022Q1 20234
EverSource Wealth Advisors, LLC 440.01%0.02%0.04%Q4 2022Q3 20234
Temasek Holdings (Private) Ltd 310.05%0.06%0.07%Q3 2020Q2 20224
ROBERTSON STEPHENS ADVISORS LLC 441.58%2.35%3.16%Q4 2016Q3 20174
Riverpoint Wealth Management Holdings, LLC 440.10%0.11%0.12%Q3 2020Q2 20214
TTP Investments, Inc. 440.24%0.40%0.48%Q1 2022Q4 20224
Trilogy Capital Inc. 440.03%0.93%1.69%Q4 2022Q3 20234
FormulaFolio Investments, LLC 220.01%0.02%0.03%Q1 2019Q4 20204
RMR Wealth Builders 310.04%0.06%0.08%Q1 2021Q3 20234
Pension Partners, LLC 210.53%1.43%3.07%Q2 2014Q4 20154
Biltmore Capital Advisors LLC 440.07%0.08%0.09%Q1 2021Q4 20214
Trinity Financial Advisors LLC 310.19%0.28%0.34%Q1 2022Q1 20234
20/20 Capital Management, Inc. 440.21%1.99%2.83%Q3 2020Q2 20214
Horizon Wealth Management, LLC 440.10%0.49%0.84%Q1 2022Q4 20224
Fortis Group Advisors, LLC 310.37%0.50%0.60%Q3 2020Q3 20234
Graticule Asia Macro Advisors LLC 210.06%0.15%0.37%Q1 2018Q3 20194
PineBridge Investments, L.P. 440.01%0.01%0.01%Q4 2022Q3 20234
KHP Capital, LLC 441.50%1.69%1.90%Q4 2017Q3 20184
MATHER GROUP, LLC. 440.00%0.01%0.01%Q3 2022Q2 20234
Cypress Point Wealth Management, LLC 440.01%0.01%0.02%Q4 2020Q3 20214
Columbus Macro, LLC 310.20%0.28%0.48%Q3 2018Q3 20224
Riggs Asset Managment Co. Inc. 310.00%0.12%0.17%Q2 2022Q3 20234
ALBION FINANCIAL GROUP /UT 310.00%0.00%0.00%Q4 2020Q4 20214
BHF Kleinwort Benson Group S.A. 440.00%0.00%0.01%Q2 2014Q1 20154
MIZUHO SECURITIES USA LLC 210.07%0.32%0.65%Q2 2014Q2 20214
WEXFORD CAPITAL LP 310.08%0.29%0.66%Q4 2016Q2 20224
SAM Advisors, LLC 441.46%1.60%1.70%Q3 2021Q2 20224
Journey Advisory Group, LLC 310.06%0.13%0.16%Q4 2020Q4 20214
Birchcreek Wealth Management, LLC 310.06%0.38%0.70%Q4 2020Q3 20234
JD Financial Services Inc. 440.90%5.32%15.89%Q1 2021Q4 20214
BAKER TILLY WEALTH MANAGEMENT, LLC 220.02%0.03%0.04%Q1 2021Q1 20224
Waterloo Capital, L.P. 310.07%0.13%0.19%Q1 2020Q3 20234
EWG Elevate Inc. 440.10%0.70%2.32%Q1 2022Q4 20224
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.09%0.13%0.18%Q1 2016Q4 20184
McClarren Financial Advisors, Inc. 440.05%0.05%0.06%Q4 2022Q3 20234
Curran Financial Partners, LLC 440.10%0.11%0.12%Q4 2021Q3 20224
Capital One Investing, Inc. 440.66%0.72%0.80%Q4 2018Q3 20194
Insight Advisors, LLC/ PA 440.05%0.07%0.08%Q2 2022Q1 20234
COLLECTIVE FAMILY OFFICE LLC 440.11%0.14%0.23%Q4 2020Q3 20214
Fiera Capital Corp 440.00%0.00%0.00%Q3 2019Q2 20204
Privium Fund Management (UK) Ltd 444.37%5.15%6.53%Q4 2022Q3 20234
Sculptor Capital LP 220.12%0.54%0.89%Q2 2016Q2 20174
Interchange Capital Partners, LLC 310.06%0.22%0.32%Q4 2020Q3 20234
Windsor Creek Advisors, LLC 310.16%0.34%0.48%Q4 2018Q4 20194
SkyView Investment Advisors, LLC 220.01%0.05%0.15%Q1 2021Q3 20224
Pacific Wealth Strategies Group, Inc. 440.12%0.23%0.37%Q3 2019Q2 20204
Ignite Planners, LLC 440.69%1.02%1.24%Q4 2022Q3 20234
Leonard Rickey Investment Advisors P.L.L.C. 440.16%0.20%0.24%Q4 2018Q3 20194
Rollins Financial 310.06%0.14%0.25%Q4 2020Q4 20214
Outlook Wealth Advisors, LLC 210.12%0.26%0.41%Q4 2018Q4 20224
Harfst & Associates, Inc. 220.08%0.09%0.11%Q3 2015Q3 20164
Optiver Holding B.V. 220.00%0.00%0.01%Q1 2022Q2 20234
Alaethes Wealth LLC 440.05%0.06%0.06%Q2 2021Q1 20224
Fiduciary Group LLC 310.03%0.03%0.03%Q3 2022Q3 20234
Y.D. More Investments Ltd 440.02%0.02%0.03%Q4 2022Q3 20234
Constellation Wealth Advisors, LLC 210.02%0.17%0.33%Q2 2013Q3 20144
Householder Group Estate & Retirement Specialist, LLC 210.03%0.05%0.10%Q2 2022Q3 20234
GYL FINANCIAL SYNERGIES, LLC 310.09%0.11%0.14%Q4 2019Q3 20234
Narwhal Capital Management 440.09%0.14%0.19%Q4 2022Q3 20234
First Allied Asset Management, Inc. 440.03%0.07%0.11%Q2 2014Q1 20154
Ensign Peak Advisors, Inc 440.00%0.01%0.01%Q3 2021Q2 20224
Amplius Wealth Advisors, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
GTS SECURITIES LLC 220.01%0.04%0.10%Q2 2023Q3 20234
HBK INVESTMENTS L P 210.01%0.04%0.06%Q3 2014Q1 20234
Welch Group, LLC 110.03%0.04%0.06%Q3 2015Q4 20224
Lake Point Wealth Management 310.00%0.00%0.01%Q4 2018Q2 20224
AGF MANAGEMENT LTD 440.07%0.37%0.58%Q4 2022Q3 20234
Assured Investment Management LLC 220.31%0.35%0.39%Q3 2016Q4 20164
Glassman Wealth Services 210.00%0.02%0.03%Q3 2020Q3 20234
Horizon Family Wealth, Inc. 440.36%0.39%0.41%Q4 2021Q3 20224
Y-Intercept (Hong Kong) Ltd 210.06%0.17%0.26%Q1 2021Q3 20234
Serengeti Asset Management LP 211.06%3.01%6.54%Q4 2014Q1 20174
SMITH HAYES Advisers, Inc 440.05%0.13%0.21%Q3 2014Q2 20154
Granite Bay Wealth Management, LLC 442.50%5.21%8.61%Q4 2022Q3 20234
Pinnacle Private Wealth, LLC 330.19%0.23%0.29%Q4 2021Q2 20223
Castle Rock Wealth Management, LLC 330.07%0.08%0.09%Q4 2022Q2 20233
LMR Partners LLP 210.15%0.32%0.64%Q2 2016Q3 20233
Athanor Capital, LP 210.02%1.16%2.07%Q2 2019Q1 20203
Private Portfolio Partners LLC 330.06%0.07%0.07%Q1 2021Q3 20213
Gallagher Fiduciary Advisors, LLC 330.07%0.13%0.18%Q1 2023Q3 20233
EVERMAY WEALTH MANAGEMENT LLC 330.00%0.00%0.00%Q1 2023Q3 20233
PFG Investments, LLC 330.06%0.08%0.10%Q1 2023Q3 20233
Wealth Dimensions Group, Ltd. 330.10%0.10%0.11%Q4 2021Q2 20223
Cornerstone Planning Group LLC 210.01%0.01%0.02%Q4 2022Q3 20233
Arkos Global Advisors 330.07%0.07%0.08%Q1 2021Q3 20213
Quintium Advisors, LLC 330.00%0.96%2.64%Q3 2015Q1 20163
W.H. Cornerstone Investments Inc. 330.19%0.19%0.20%Q4 2022Q2 20233
Garden State Investment Advisory Services LLC 330.14%0.18%0.26%Q4 2022Q2 20233
Magnetar Financial LLC 210.03%0.10%0.23%Q2 2013Q3 20143
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
QUADRANT CAPITAL GROUP LLC 210.00%0.00%0.00%Q2 2015Q1 20213
Private Capital Management, LLC 110.04%0.08%0.10%Q1 2020Q3 20223
Dana Investment Advisors, Inc. 330.04%0.05%0.05%Q2 2022Q4 20223
Claraphi Advisory Network, LLC 110.01%0.04%0.09%Q3 2019Q4 20213
Glass Jacobson Investment Advisors llc 210.50%0.54%0.60%Q4 2022Q3 20233
Julex Capital Management, LLC 216.57%9.17%13.27%Q4 2018Q3 20193
EDMOND DE ROTHSCHILD (SUISSE) S.A. 330.02%0.09%0.19%Q1 2016Q3 20163
Consolidated Portfolio Review Corp 330.14%0.65%0.96%Q1 2023Q3 20233
Kercheville Advisors, LLC 330.47%0.61%0.81%Q4 2021Q2 20223
Farther Finance Advisors, LLC 330.01%0.02%0.03%Q1 2023Q3 20233
BBVA USA Bancshares, Inc. 210.04%0.07%0.09%Q4 2015Q3 20203
HHM Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
G&S Capital LLC 330.77%0.87%1.00%Q2 2022Q4 20223
Procyon Advisors, LLC 330.01%0.01%0.02%Q4 2019Q2 20203
ARGI Investment Services, LLC 330.01%0.02%0.02%Q2 2022Q4 20223
Coho Partners, Ltd. 110.01%0.06%0.16%Q4 2017Q4 20203
Better Money Decisions, LLC 210.01%0.02%0.03%Q2 2021Q2 20223
MENORA MIVTACHIM HOLDINGS LTD. 331.69%1.97%2.37%Q1 2023Q3 20233
Core Alternative Capital 210.00%0.07%0.18%Q4 2022Q3 20233
SEAVIEW INVESTMENT MANAGERS LLC 330.15%1.00%1.62%Q3 2020Q1 20213
Penserra Capital Management LLC 110.01%0.06%0.14%Q4 2018Q3 20233
CVS HEALTH Corp 3310.35%11.22%12.52%Q1 2023Q3 20233
Forza Wealth Management, LLC 330.11%0.11%0.12%Q1 2023Q3 20233
Engrave Wealth Partners LLC 332.76%2.88%2.98%Q3 2020Q1 20213
Canvas Wealth Advisors, LLC 330.32%0.38%0.47%Q2 2022Q4 20223
Providence Wealth Advisors, LLC 330.17%0.17%0.17%Q3 2022Q1 20233
Strid Group, LLC 330.10%0.13%0.17%Q4 2015Q2 20163
AMP Capital Investors Ltd 210.06%0.08%0.10%Q3 2019Q3 20203
ALTFEST L J & CO INC 210.12%0.59%1.00%Q2 2017Q1 20183
Omnia Family Wealth, LLC 334.42%6.07%7.02%Q2 2022Q4 20223
Trident Investment Management, LLC 3319.40%27.53%31.76%Q2 2013Q4 20133
Alaska Permanent Capital Management 210.01%0.05%0.14%Q1 2022Q3 20233
Oasis Management Co Ltd. 330.32%0.83%1.17%Q2 2016Q4 20163
Imprint Wealth LLC 330.17%0.24%0.28%Q1 2023Q3 20233
Tiller Private Wealth, Inc. 330.13%0.13%0.14%Q4 2021Q2 20223
COHEN & STEERS, INC. 330.01%0.01%0.01%Q3 2017Q1 20183
Merriman Wealth Management, LLC 330.14%0.23%0.28%Q2 2017Q4 20173
Laird Norton Wetherby Wealth Management, LLC 210.01%0.01%0.02%Q2 2015Q4 20173
PETRA FINANCIAL ADVISORS INC 210.26%0.32%0.40%Q4 2022Q3 20233
FARMERS TRUST CO 210.52%0.70%1.05%Q3 2019Q3 20213
Marshall Wace North America L.P. 210.01%0.11%0.17%Q2 2020Q1 20213
MAPLE SECURITIES USA INC 210.37%0.46%0.57%Q2 2013Q3 20143
Crew Capital Management, Ltd. 330.44%1.41%2.17%Q1 2023Q3 20233
Polar Asset Management Partners Inc. 210.02%0.45%1.16%Q3 2014Q1 20203
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.68%1.36%1.73%Q4 2021Q2 20223
Marks Wealth, LLC 110.45%1.89%4.60%Q4 2020Q1 20223
Cascadia Advisory Services, LLC 110.23%0.41%0.70%Q4 2019Q1 20213
Midwest Financial Group LLC 331.07%1.13%1.22%Q1 2023Q3 20233
EVERGREEN CAPITAL MANAGEMENT LLC 330.01%0.01%0.01%Q3 2021Q1 20223
OXFORD FINANCIAL GROUP, LTD. LLC 210.00%0.00%0.01%Q2 2021Q1 20223
Aft, Forsyth & Sober, LLC 332.06%2.10%2.19%Q2 2013Q4 20133
Eagle Capital Management, LLC 333.34%4.19%4.97%Q1 2016Q3 20163
Genesis Wealth Advisors, LLC 330.11%0.13%0.15%Q4 2014Q2 20153
PIERSHALE FINANCIAL GROUP, INC. 210.00%0.01%0.01%Q4 2015Q1 20233
LEE JOHNSON CAPITAL MANAGEMENT, LLC 330.46%1.15%1.65%Q2 2022Q4 20223
Capital Bank & Trust Co 330.00%0.00%0.00%Q3 2019Q1 20203
Ciovacco Capital Management LLC 331.95%2.72%3.36%Q2 2022Q4 20223
River Wealth Advisors LLC 330.02%0.03%0.03%Q2 2018Q4 20183
RE Dickinson Investment Advisors, LLC 330.00%0.01%0.01%Q4 2021Q2 20223
Mariner Wealth Advisors-Madison, LLC 330.25%0.26%0.27%Q1 2013Q3 20133
Kavar Capital Partners, LLC 330.00%0.00%0.00%Q2 2015Q4 20153
NEW ENGLAND ASSET MANAGEMENT INC 210.01%0.01%0.02%Q4 2016Q4 20183
SageGuard Financial Group, LLC 330.44%0.48%0.54%Q4 2020Q2 20213
D'Orazio & Associates, Inc. 330.00%0.00%0.00%Q3 2019Q1 20203
Parkside Investments, LLC 330.10%0.16%0.22%Q3 2018Q1 20193
TCP Asset Management, LLC 330.10%0.79%1.14%Q4 2022Q2 20233
Eclectica Asset Management LLP 332.00%2.42%3.17%Q3 2013Q1 20143
Bartlett & Co. LLC 210.00%0.00%0.00%Q1 2018Q4 20233
Kabarec Financial Advisors, Ltd. 333.79%4.00%4.22%Q4 2017Q2 20183
HIGHLAND CAPITAL MANAGEMENT LP 110.01%0.07%0.18%Q4 2017Q2 20183
AMJ Financial Wealth Management 210.11%0.29%0.45%Q4 2019Q1 20223
1776 Wealth LLC 330.09%0.11%0.12%Q4 2019Q2 20203
Ameraudi Asset Management, Inc. 213.25%3.54%4.10%Q4 2020Q2 20223
Gunma Bank,Ltd. 211.38%2.07%3.01%Q2 2022Q3 20233
CABOT WEALTH MANAGEMENT INC 330.67%0.71%0.74%Q1 2016Q3 20163
FolioMetrix LLC 332.50%2.59%2.65%Q4 2014Q2 20153
Rede Wealth, LLC 210.11%0.12%0.14%Q1 2022Q2 20233
Blue Sky Asset Management, LLC 330.43%0.54%0.63%Q3 2018Q1 20193
GREENWOOD CAPITAL ASSOCIATES LLC 210.39%0.60%0.90%Q4 2014Q3 20193
SANDERS MORRIS HARRIS LLC 330.18%0.91%2.02%Q1 2016Q3 20163
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q4 2013Q3 20163
Cape Investment Advisory, Inc. 330.04%0.05%0.05%Q1 2023Q3 20233
Stephens Consulting, LLC 330.01%0.02%0.03%Q3 2022Q1 20233
Lion Street Advisors, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
JANUS HENDERSON INVESTORS US LLC 330.00%0.00%0.00%Q3 2016Q1 20173
Tiedemann Wealth Management Holdings, LLC 3310.88%15.04%21.16%Q4 2016Q2 20173
Caption Management, LLC 110.02%0.14%0.39%Q4 2020Q2 20233
Summit Financial, LLC 210.05%0.05%0.06%Q1 2020Q3 20233
RATIONAL ADVISORS LLC 210.09%1.06%2.97%Q3 2019Q3 20233
COOKSON PEIRCE & CO INC 210.03%0.10%0.25%Q4 2013Q3 20203
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 330.09%0.10%0.12%Q2 2013Q4 20133
Pine Valley Investments Ltd Liability Co 330.03%0.06%0.11%Q1 2023Q3 20233
TKG Advisors, LLC 331.24%1.36%1.52%Q2 2022Q4 20223
Spectrum Asset Management, Inc. (NB/CA) 333.07%3.34%3.50%Q1 2016Q3 20163
Mach-1 Financial Group, LLC 210.02%0.04%0.08%Q2 2022Q1 20233
Stillwater Investment Management, LLC 210.08%0.09%0.12%Q2 2016Q4 20193
Novak Financial Planning, LLC 330.36%0.40%0.43%Q4 2020Q2 20213
10-15 ASSOCIATES, INC. 330.40%0.42%0.48%Q2 2018Q4 20183
West Financial Advisors, LLC 330.40%0.43%0.48%Q1 2022Q3 20223
Gallacher Capital Management LLC 330.12%0.12%0.12%Q4 2022Q2 20233
TRUST CO OF VERMONT 330.00%0.00%0.00%Q3 2014Q1 20153
Timber Creek Capital Management LLC 330.00%0.00%0.00%Q1 2022Q3 20223
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
LexAurum Advisors, LLC 330.11%0.12%0.13%Q1 2023Q3 20233
MOULTON WEALTH MANAGEMENT, INC 110.26%2.58%4.09%Q4 2020Q4 20213
Strategic Financial Concepts, LLC 330.12%0.14%0.16%Q1 2023Q3 20233
BREMER TRUST NATIONAL ASSOCIATION 210.07%0.20%0.44%Q1 2017Q4 20183
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q1 2018Q3 20233
BLACKROCK ADVISORS LLC 110.00%0.07%0.19%Q4 2013Q1 20163
IBEX WEALTH ADVISORS 330.06%0.07%0.07%Q2 2022Q4 20223
JUMP TRADING, LLC 330.02%0.03%0.04%Q2 2019Q4 20193
ROPES WEALTH ADVISORS LLC 210.00%0.01%0.03%Q3 2019Q4 20203
MISSION WEALTH MANAGEMENT, LP 330.03%0.03%0.04%Q1 2023Q3 20233
COLDSTREAM CAPITAL MANAGEMENT INC 210.01%0.02%0.02%Q2 2022Q1 20233
Bellecapital International Ltd. 210.06%0.06%0.06%Q2 2021Q1 20223
Fernwood Investment Management, LLC 210.07%0.18%0.40%Q4 2013Q1 20223
WAFRA INC. 331.50%1.77%2.27%Q4 2015Q2 20163
J2 Capital Management Inc 210.19%0.30%0.43%Q4 2021Q1 20233
IBERIABANK CORP 330.03%0.04%0.06%Q4 2019Q2 20203
Sharkey, Howes & Javer 330.00%0.00%0.00%Q3 2017Q1 20183
INVERNESS COUNSEL LLC /NY/ 330.02%0.20%0.55%Q1 2022Q3 20223
Inscription Capital, LLC 330.25%0.29%0.34%Q3 2022Q1 20233
CAPITAL ONE FINANCIAL CORP 330.04%0.13%0.19%Q1 2020Q3 20203
Pure Financial Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Susquehanna International Group Ltd. 110.23%0.30%0.34%Q1 2020Q2 20233
SILVER OAK SECURITIES, INCORPORATED 110.01%0.11%0.32%Q1 2022Q3 20233
Financial Freedom, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Legacy Wealth Planning, LLC 330.26%0.33%0.37%Q1 2022Q3 20223
GOFEN & GLOSSBERG LLC /IL/ 210.01%0.01%0.01%Q4 2021Q4 20223
Manhattan West Asset Management, LLC 210.08%0.14%0.20%Q4 2022Q3 20233
Covenant Multifamily Offices, LLC 110.01%0.03%0.06%Q4 2013Q1 20193
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 210.03%0.06%0.07%Q2 2018Q1 20223
NOTTINGHAM ADVISORS, INC. 330.06%2.02%3.04%Q2 2014Q4 20143
BW Gestao de Investimentos Ltda. 110.73%2.79%4.84%Q3 2018Q3 20232
MONTAG & CALDWELL, LLC 110.00%0.01%0.01%Q1 2015Q4 20152
Trellus Management Company, LLC 110.17%0.23%0.29%Q2 2013Q3 20142
Strategic Value Partners, LLC 226.87%9.63%12.38%Q3 2021Q4 20212
DSC Advisors, L.P. 220.00%0.13%0.25%Q4 2013Q1 20142
McKinley Carter Wealth Services, Inc. 110.01%0.01%0.02%Q1 2018Q2 20222
SkyOak Wealth, LLC 110.18%0.32%0.47%Q4 2019Q2 20202
Price Capital Management, Inc. 111.09%5.98%10.88%Q4 2014Q4 20172
Fingerlakes Wealth Management, Inc. 220.24%0.24%0.24%Q4 2021Q1 20222
Kiwi Wealth Investments Limited Partnership 221.30%1.64%1.98%Q1 2016Q2 20162
CYPRESS ASSET MANAGEMENT INC/TX 220.10%0.10%0.11%Q3 2020Q4 20202
ACUTE INVESTMENT ADVISORY, LLC 111.30%2.12%2.93%Q1 2022Q3 20222
CERTUITY, LLC 110.07%0.08%0.10%Q4 2019Q2 20232
Lodge Hill Capital, LLC 112.48%5.25%8.03%Q2 2016Q2 20172
RIVERHEAD CAPITAL MANAGEMENT LLC 220.18%0.22%0.27%Q2 2017Q3 20172
Smith Anglin Financial, LLC 220.04%0.04%0.04%Q4 2020Q1 20212
III Capital Management 220.06%0.07%0.09%Q2 2023Q3 20232
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 223.57%5.11%6.66%Q1 2016Q2 20162
FIRST AMERICAN TRUST, FSB 110.05%0.05%0.05%Q3 2018Q1 20192
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20172
Beacon Pointe Wealth Advisors, LLC 220.04%0.06%0.09%Q3 2019Q4 20192
DOCK STREET ASSET MANAGEMENT INC 220.04%0.40%0.75%Q1 2022Q2 20222
Wilks Brothers, LLC 222.72%3.15%3.57%Q2 2018Q3 20182
HONEYWELL INTERNATIONAL INC 220.58%0.93%1.27%Q2 2018Q3 20182
Pallas Capital Advisors LLC 220.08%0.10%0.12%Q2 2023Q3 20232
Main Management Fund Advisors LLC 2214.22%14.54%14.86%Q2 2022Q3 20222
Algebris Investments (UK) LLP 110.12%0.47%0.82%Q2 2016Q4 20162
VAUGHAN & Co SECURITIES, INC. 220.01%0.01%0.01%Q4 2019Q1 20202
CNB Bank 220.00%0.00%0.00%Q4 2017Q1 20182
CI INVESTMENTS INC. 220.00%0.01%0.01%Q2 2023Q3 20232
Future Financial Wealth Managment LLC 220.03%0.04%0.05%Q4 2021Q1 20222
BLUEFIN CAPITAL MANAGEMENT, LLC 110.04%0.04%0.05%Q4 2020Q3 20212
Cornerstone Capital, Inc. 220.14%0.15%0.17%Q4 2019Q1 20202
Stone Toro Investment Advisers, LP 110.21%0.97%1.73%Q2 2013Q3 20142
FLPUTNAM INVESTMENT MANAGEMENT CO 110.02%0.02%0.02%Q4 2019Q4 20222
CALTON & ASSOCIATES, INC. 110.02%0.09%0.16%Q4 2017Q1 20222
COUNTRY CLUB BANK /GFN 220.02%0.02%0.02%Q3 2022Q4 20222
AVIVA PLC 221.35%2.10%2.84%Q4 2015Q1 20162
Aris Wealth Services, Inc. 220.11%0.12%0.13%Q1 2015Q2 20152
Wealth Alliance Advisory Group, LLC 220.14%0.15%0.16%Q4 2021Q1 20222
ORRSTOWN FINANCIAL SERVICES INC 220.01%0.01%0.01%Q3 2015Q4 20152
SCOUT CAPITAL MANAGEMENT LLC 220.93%1.43%1.93%Q3 2013Q4 20132
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 220.12%0.12%0.12%Q2 2016Q3 20162
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 110.00%0.16%0.31%Q2 2013Q1 20182
Soros Fund Management 110.11%0.12%0.12%Q3 2017Q2 20182
361 CAPITAL LLC 221.77%3.27%4.76%Q4 2015Q1 20162
BBVA USA 220.01%0.01%0.01%Q2 2021Q3 20212
Sageworth Trust Co of South Dakota 220.14%0.14%0.14%Q4 2022Q1 20232
Fortis Capital Management LLC 111.28%3.12%4.96%Q2 2020Q3 20232
CHOREO, LLC 220.72%0.75%0.77%Q2 2016Q3 20162
Locust Wood Capital Advisers 110.84%0.88%0.93%Q2 2018Q1 20232
Smith & Howard Wealth Management, LLC 220.00%0.01%0.01%Q2 2013Q3 20132
MIG Capital, LLC 221.01%1.12%1.24%Q2 2016Q3 20162
Accurate Wealth Management, LLC 110.07%0.10%0.13%Q2 2022Q4 20222
Northwest Bancshares, Inc. 220.06%0.06%0.06%Q2 2020Q3 20202
HARVEY CAPITAL MANAGEMENT INC 220.08%0.08%0.09%Q2 2023Q3 20232
Ulrich Consultants & Investment Group, LLC 224.21%4.86%5.52%Q2 2022Q3 20222
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.01%Q2 2022Q3 20222
Kaye Capital Management 220.45%0.46%0.48%Q4 2022Q1 20232
FIRST NEW YORK SECURITIES LLC /NY 110.00%0.68%1.35%Q3 2016Q3 20162
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 220.00%0.00%0.00%Q2 2013Q3 20132
Lebenthal Asset Management, LLC 220.00%0.02%0.04%Q2 2016Q3 20162
DCF Advisers, LLC 220.28%0.29%0.30%Q4 2021Q1 20222
JFB Holdings Corp 220.01%0.07%0.14%Q3 2015Q4 20152
Edge Advisors, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
LOOMIS SAYLES & CO L P 110.00%0.04%0.07%Q2 2014Q3 20222
PRIVATE ASSET MANAGEMENT INC 220.04%0.05%0.06%Q2 2023Q3 20232
Passport Capital, LLC 110.01%0.01%0.02%Q1 2014Q3 20162
Highland Private Wealth Management 110.05%0.32%0.58%Q1 2018Q2 20202
ZEKE CAPITAL ADVISORS, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Visionary Asset Management, Inc. 110.13%0.23%0.33%Q4 2014Q1 20162
Capasso Planning Partners LLC 220.16%0.21%0.27%Q4 2022Q1 20232
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.00%0.01%0.02%Q3 2021Q1 20222
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
Dynasty Wealth Management, LLC 220.09%0.37%0.64%Q4 2017Q1 20182
Pinnacle Summer Investments, Inc. 221.37%1.90%2.42%Q3 2015Q4 20152
Alpha Omega Wealth Management LLC 110.01%0.02%0.02%Q3 2017Q4 20182
Heartwood Wealth Advisors LLC 110.07%0.08%0.08%Q4 2019Q2 20232
Weiss Asset Management LP 110.01%0.44%0.87%Q3 2022Q3 20232
Game Plan Financial Advisors, LLC 110.17%0.61%1.06%Q4 2020Q3 20222
Onex Canada Asset Management Inc. 110.39%0.49%0.59%Q1 2021Q3 20212
Peoples Bank/KS 220.24%0.24%0.24%Q3 2023Q4 20232
Tevis Investment Management 220.10%0.10%0.11%Q4 2021Q1 20222
SpiderRock Advisors, LLC 110.00%0.02%0.04%Q3 2017Q2 20182
K2 PRINCIPAL FUND, L.P. 110.14%0.52%0.91%Q4 2014Q1 20212
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q4 2018Q3 20202
Halpern Financial, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
ACCESS FINANCIAL SERVICES, INC. 220.76%0.82%0.88%Q3 2019Q4 20192
Vectors Research Management, LLC 110.00%0.47%0.94%Q4 2021Q3 20232
Doyle Wealth Management 110.00%0.00%0.01%Q4 2018Q2 20192
Oribel Capital Management, LP 110.42%0.65%0.87%Q1 2022Q3 20222
Smart Money Group LLC 221.58%1.93%2.27%Q3 2021Q4 20212
Newfoundland Capital Management 220.43%1.51%2.60%Q4 2016Q1 20172
Blackhawk Capital Partners LLC. 110.02%0.61%1.20%Q4 2017Q4 20182
True Capital Management 220.52%0.58%0.64%Q4 2022Q1 20232
Clearstead Trust, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Vestpro Financial Partners, Inc. dba CPF Texas 220.51%0.54%0.57%Q4 2017Q1 20182
Oak Point Wealth Management 220.64%0.70%0.76%Q4 2017Q1 20182
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Peak Capital Management LLC 110.13%0.14%0.15%Q2 2017Q1 20182
New England Private Wealth Advisors LLC 220.10%0.10%0.10%Q1 2014Q2 20142
UNION SAVINGS BANK 220.01%0.01%0.01%Q2 2023Q3 20232
Premia Global Advisors, LLC 220.17%0.31%0.46%Q4 2017Q1 20182
Burns Matteson Capital Management, LLC 220.15%0.17%0.18%Q3 2022Q4 20222
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 220.00%0.00%0.00%Q4 2014Q1 20152
Cherry Tree Wealth Management, LLC 220.05%0.06%0.06%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Brick & Kyle, Associates 220.01%0.01%0.01%Q1 2015Q2 20152
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.01%0.01%Q1 2022Q1 20232
Atomi Financial Group, Inc. 220.37%0.45%0.52%Q1 2023Q2 20232
REDW Wealth LLC 220.07%0.07%0.07%Q4 2022Q1 20232
Corient Capital Partners, LLC 110.07%0.59%1.11%Q4 2016Q4 20182
Pinz Capital Management, LP 110.40%0.48%0.57%Q2 2021Q2 20222
COMMONS CAPITAL, LLC 220.10%0.10%0.11%Q4 2021Q1 20222
HARVEST VOLATILITY MANAGEMENT LLC 221.15%1.15%1.15%Q1 2021Q2 20212
Greenland Capital Management LP 110.07%0.07%0.08%Q4 2022Q3 20232
Center for Financial Planning, Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
MACKENZIE FINANCIAL CORP 220.01%0.02%0.03%Q4 2018Q1 20192
American Financial Network Advisory Services LLC 220.03%0.04%0.04%Q3 2017Q4 20172
IRON Financial LLC 111.74%2.27%2.80%Q1 2014Q4 20142
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
MYDA Advisors LLC 112.26%2.71%3.16%Q2 2018Q2 20182
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 221.05%1.28%1.52%Q4 2017Q1 20182
GETCO Holding Company, LLC 110.12%0.16%0.20%Q2 2013Q2 20132
PENSECO FINANCIAL SERVICES CORP 220.01%0.01%0.01%Q2 2013Q3 20132
Longhorn Capital Partners, L.P. 221.90%1.94%1.98%Q2 2013Q3 20132
Paragon Capital Management LLC 220.00%0.00%0.00%Q1 2019Q2 20192
J.P. Turner & Co Capital Mnagement, LLC 110.16%0.27%0.37%Q4 2014Q2 20152
Vantage Investment Partners, LLC 221.04%1.06%1.09%Q4 2018Q1 20192
Sentinus, LLC 220.15%0.17%0.18%Q1 2023Q2 20232
Principal Street Partners, LLC 110.15%0.18%0.22%Q4 2019Q4 20212
Davis Capital Management 220.07%0.07%0.07%Q1 2020Q2 20202
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 220.32%0.32%0.32%Q4 2021Q1 20222
JACKSON SQUARE CAPITAL, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Headlands Technologies LLC 220.02%0.13%0.25%Q2 2023Q3 20232
Triumph Capital Management 110.13%0.47%0.81%Q3 2022Q1 20232
Quantinno Capital Management LP 220.02%0.02%0.02%Q2 2023Q3 20232
SAC Capital Advisors LP 110.00%0.00%0.01%Q3 2013Q1 20142
Muzinich & Co., Inc. 110.05%1.00%1.95%Q4 2018Q1 20202
Quad Capital Management Advisors LLC 220.04%0.40%0.76%Q1 2018Q2 20182
Field & Main Bank 110.01%0.01%0.02%Q4 2013Q3 20142
KWB Wealth 220.06%0.06%0.06%Q4 2022Q1 20232
XL Group Investments Ltd 220.44%0.46%0.48%Q4 2016Q1 20172
Claybrook Capital, LLC 110.00%0.30%0.60%Q4 2018Q2 20202
WEALTHFRONT Corp 110.00%0.00%0.00%Q4 2014Q2 20152
Syntal Capital Partners, LLC 110.13%0.23%0.34%Q4 2014Q2 20222
DUBUQUE BANK & TRUST CO 110.00%0.01%0.01%Q2 2016Q4 20172
Breakwater Capital Group 220.08%0.08%0.08%Q2 2023Q3 20232
Heritage Wealth Partners, LLC 220.25%0.43%0.61%Q2 2023Q3 20232
Governors Lane LP 221.18%1.28%1.37%Q3 2016Q4 20162
Passaic Partners LLC 222.12%2.17%2.21%Q2 2023Q3 20232
Planned Solutions, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
Financial Advantage, Inc. 110.01%0.63%1.25%Q4 2015Q1 20212
Icon Wealth Advisors, LLC 220.02%0.02%0.02%Q3 2022Q4 20222
Tolleson Wealth Management, Inc. 220.24%0.24%0.24%Q3 2022Q4 20222
Maltin Wealth Management, Inc. 220.15%0.16%0.16%Q2 2023Q3 20232
Trifecta Capital Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Catamount Wealth Management 220.00%0.00%0.00%Q4 2018Q1 20192
Tuscan Ridge Asset Management LLC 220.07%0.08%0.09%Q2 2019Q3 20192
Portfolio Strategies Inc 221.06%1.07%1.09%Q3 2014Q4 20142
SWMG, LLC 220.15%0.17%0.20%Q1 2023Q2 20232
GoalVest Advisory LLC 220.00%0.00%0.01%Q3 2023Q4 20232
Brown Miller Wealth Management, LLC 220.34%0.35%0.36%Q3 2022Q4 20222
Spectrum Wealth Advisory Group, LLC 225.63%5.69%5.74%Q2 2023Q3 20232
ASPIRIANT, LLC 110.01%0.02%0.02%Q1 2016Q1 20222
Ford Financial Group, LLC 110.01%0.01%0.01%Q2 2021Q4 20212
SYMMETRY PEAK MANAGEMENT LLC 110.58%0.61%0.64%Q2 2016Q3 20192
AFT, FORSYTH & COMPANY, INC. 220.03%0.04%0.04%Q2 2013Q3 20132
Alpha DNA Investment Management LLC 220.01%0.01%0.02%Q4 2020Q1 20212
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 222.53%2.62%2.71%Q2 2023Q3 20232
Orca Investment Management, LLC 221.35%1.41%1.46%Q2 2023Q3 20232
EXENCIAL WEALTH ADVISORS, LLC 110.04%0.08%0.12%Q1 2013Q4 20172
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 220.01%0.01%0.01%Q3 2022Q4 20222
CRA Financial Services, LLC 220.06%0.06%0.07%Q4 2022Q1 20232
LFA - Lugano Financial Advisors SA 220.20%0.23%0.26%Q2 2023Q3 20232
SG Capital Management LLC 111.85%1.87%1.90%Q3 2020Q1 20212
Tairen Capital Ltd 220.60%5.48%10.36%Q1 2022Q2 20222
Purus Wealth Management, LLC 220.24%0.24%0.24%Q2 2023Q3 20232
AT Bancorp 110.08%0.15%0.21%Q2 2014Q4 20162
Madrona Financial Services, LLC 222.07%2.16%2.25%Q2 2020Q3 20202
OneAscent Wealth Management LLC 110.10%0.18%0.26%Q3 2021Q1 20222
Sandy Cove Advisors, LLC 220.05%0.05%0.05%Q4 2021Q1 20222
Fortis Capital Advisors, LLC 220.01%0.02%0.02%Q4 2022Q1 20232
Center For Asset Management LLC 110.19%0.32%0.45%Q4 2020Q3 20212
Proquility Private Wealth Partners, LLC 220.08%0.09%0.09%Q4 2020Q1 20212
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 220.39%0.48%0.56%Q4 2022Q1 20232
Creative Capital Management Investments LLC 220.02%0.02%0.02%Q2 2023Q3 20232
ROBINSON CAPITAL MANAGEMENT, LLC 110.74%7.66%14.59%Q4 2013Q4 20132
Tradeworx Inc. 110.10%0.10%0.11%Q2 2013Q4 20132
Beaird Harris Wealth Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
ADVISOR PARTNERS II, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Jacobus Wealth Management, Inc. 220.07%0.07%0.07%Q2 2013Q3 20132
Addison Capital Co 220.36%0.38%0.40%Q2 2018Q3 20182
Tarbox Family Office, Inc. 110.00%0.00%0.01%Q3 2015Q4 20212
SSI INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q4 2014Q3 20152
InTrack Investment Management Inc 110.21%0.23%0.24%Q2 2022Q4 20222
Parasol Investment Management, LLC 221.73%1.77%1.82%Q2 2016Q3 20162
Capital Directions Investment Advisors, LLC 110.00%0.00%0.01%Q2 2017Q2 20212
Visium Asset Management, LP 110.00%0.01%0.02%Q2 2013Q4 20152
BANK PICTET & CIE (ASIA) LTD 220.86%0.98%1.10%Q4 2013Q1 20142
Convergent Wealth Advisors 110.16%0.45%0.74%Q1 2015Q3 20152
Curi Wealth Management, LLC 110.00%0.02%0.04%Q4 2021Q3 20222
STRINGER ASSET MANAGEMENT, LLC 112.32%2.89%3.46%Q3 2021Q3 20222
Valley Brook Capital Group, Inc. 220.03%0.03%0.03%Q4 2020Q1 20212
LOWERY THOMAS, LLC 220.93%1.26%1.58%Q2 2022Q3 20222
Crestwood Advisors Group, LLC 110.00%0.01%0.02%Q1 2017Q3 20232
CARDIFF PARK ADVISORS, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Connectus Wealth, LLC 110.01%0.02%0.02%Q4 2022Q3 20232
SWS Partners 220.01%0.01%0.01%Q4 2017Q1 20182
STIFEL NICOLAUS & CO INC \MO\ 220.03%0.03%0.04%Q2 2013Q3 20132
Linscomb & Williams, Inc. 110.02%0.02%0.02%Q2 2014Q4 20142
KRS Capital Management, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Shay Capital LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Legacy Financial Strategies, LLC 110.21%0.21%0.21%Q2 2022Q2 20221
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Pinnacle Family Advisors, LLC 110.55%0.55%0.55%Q2 2023Q2 20231
RETIREMENT CAPITAL STRATEGIES 112.89%2.89%2.89%Q1 2020Q1 20201
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 110.55%0.55%0.55%Q2 2023Q2 20231
Parker Investment Management, LLC 110.20%0.20%0.20%Q1 2016Q1 20161
Gryphon Financial Partners LLC 110.07%0.07%0.07%Q4 2018Q4 20181
Bristlecone Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
City Financial Investment Co Ltd 112.47%2.47%2.47%Q1 2017Q1 20171
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Garda Capital Partners LP 110.15%0.15%0.15%Q2 2023Q2 20231
LNZ Capital LP 116.34%6.34%6.34%Q2 2017Q2 20171
Cypress Capital, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Folger Hill Asset Management LP 110.05%0.05%0.05%Q4 2016Q4 20161
MPI INVESTMENT MANAGEMENT, INC. 111.92%1.92%1.92%Q4 2017Q4 20171
Mandatum Life Insurance Co Ltd 110.06%0.06%0.06%Q4 2015Q4 20151
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
V Wealth Advisors LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Luken Investment Analytics, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Regal Wealth Group, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Teza Capital Management LLC 110.33%0.33%0.33%Q4 2016Q4 20161
Cerrano Capital Management LP 111.59%1.59%1.59%Q1 2018Q1 20181
Arcus Capital Partners, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Alight Capital Management LP 115.33%5.33%5.33%Q1 2021Q1 20211
Financial Services Advisory Inc 110.31%0.31%0.31%Q2 2023Q2 20231
Albar Capital Ltd 111.16%1.16%1.16%Q4 2022Q4 20221
Rossmore Private Capital 110.31%0.31%0.31%Q4 2017Q4 20171
Burleson & Company, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Ashler Capital LLC 110.30%0.30%0.30%Q1 2018Q1 20181
Mariner Wealth Advisors-NYC, LLC 110.04%0.04%0.04%Q1 2015Q1 20151
Financial Insights, Inc. 110.06%0.06%0.06%Q2 2021Q2 20211
TradeLink Capital LLC 110.74%0.74%0.74%Q2 2015Q2 20151
Financial Enhancement Group LLC 110.74%0.74%0.74%Q1 2023Q1 20231
Tilden Park Management I LLC 114.03%4.03%4.03%Q2 2019Q2 20191
Stillwater Investment Management, L.P. 111.66%1.66%1.66%Q4 2015Q4 20151
Pacific Grove Capital LP 111.50%1.50%1.50%Q3 2016Q3 20161
Stewardship Financial Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Farmer Steven Patrick 110.04%0.04%0.04%Q2 2022Q2 20221
Hedeker Wealth, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Lebenthal Holdings,LLC 110.04%0.04%0.04%Q2 2016Q2 20161
MinichMacGregor Wealth Management, LLC 110.63%0.63%0.63%Q1 2020Q1 20201
Dash Acquisitions Inc. 110.27%0.27%0.27%Q4 2022Q4 20221
Apertura Capital, LLC 117.71%7.71%7.71%Q3 2019Q3 20191
LITTLE HOUSE CAPITAL LLC 110.87%0.87%0.87%Q2 2022Q2 20221
Farmers National Bank 110.00%0.00%0.00%Q4 2017Q4 20171
Strategic Wealth Management Group, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
VisionPoint Advisory Group, LLC 110.43%0.43%0.43%Q3 2023Q3 20231
TCG Advisors, LP 110.02%0.02%0.02%Q1 2019Q1 20191
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
SG3 Management, LLC 110.07%0.07%0.07%Q3 2020Q3 20201
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Teamwork Financial Advisors, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
EXANE DERIVATIVES 110.01%0.01%0.01%Q1 2015Q1 20151
Engineers Gate Manager LP 110.02%0.02%0.02%Q2 2023Q2 20231
Numina Capital Management, LLC 112.66%2.66%2.66%Q1 2015Q1 20151
EverPoint Asset Management, LLC 110.11%0.11%0.11%Q4 2014Q4 20141
ELEMENT POINTE ADVISORS, LLC 110.24%0.24%0.24%Q3 2019Q3 20191
ARMISTICE CAPITAL, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
HARTFORD INVESTMENT MANAGEMENT CO 111.64%1.64%1.64%Q4 2022Q4 20221
Kozak & Associates, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
TimeScale Financial, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Select Asset Management & Trust 112.84%2.84%2.84%Q4 2013Q4 20131
QUANTRES ASSET MANAGEMENT Ltd 110.30%0.30%0.30%Q4 2018Q4 20181
Wakefield Asset Management LLLP 110.48%0.48%0.48%Q2 2023Q2 20231
CKW FINANCIAL GROUP 110.02%0.02%0.02%Q1 2014Q1 20141
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Susquehanna International Securities, Ltd. 110.12%0.12%0.12%Q2 2019Q2 20191
Atika Capital Management LLC 113.79%3.79%3.79%Q4 2021Q4 20211
Paradigm Financial Partners, LLC 110.38%0.38%0.38%Q1 2022Q1 20221
Trustees of Dartmouth College 110.04%0.04%0.04%Q4 2018Q4 20181
VERNIER CAPITAL PARTNERS, LP 116.73%6.73%6.73%Q2 2017Q2 20171
KOCH INDUSTRIES INC 110.18%0.18%0.18%Q1 2017Q1 20171
Belmont Global Advisors, Inc. 113.51%3.51%3.51%Q1 2016Q1 20161
EFG Asset Management (Americas) Corp. 110.01%0.01%0.01%Q1 2014Q1 20141
Princeton Global Asset Management LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Ferguson Shapiro LLC 111.30%1.30%1.30%Q4 2019Q4 20191
Artemis Wealth Advisors, LLC 112.38%2.38%2.38%Q4 2022Q4 20221
Nalls Sherbakoff Group, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Yarbrough Capital, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
New World Advisors LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Hartree Partners, LP 110.15%0.15%0.15%Q4 2019Q4 20191
Riverview Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
EA Series Trust 110.01%0.01%0.01%Q2 2023Q2 20231
ING GROEP NV 110.01%0.01%0.01%Q2 2016Q2 20161
Foster Victor Wealth Advisors, LLC 110.13%0.13%0.13%Q4 2019Q4 20191
Detwiler Fenton Investment Management LLC 110.27%0.27%0.27%Q4 2014Q4 20141
Core Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
CMC Financial Group 110.58%0.58%0.58%Q1 2022Q1 20221
Yelin Lapidot Holdings Management Ltd. 111.78%1.78%1.78%Q3 2023Q3 20231
Green Owl Capital Management, LLC 110.06%0.06%0.06%Q4 2014Q4 20141
McAlister, Sweet & Associates, Inc. 113.77%3.77%3.77%Q2 2022Q2 20221
CPR Investments Inc. 111.35%1.35%1.35%Q2 2022Q2 20221
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Blume Capital Management, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
TRADITION ASSET MANAGEMENT LLC 110.17%0.17%0.17%Q1 2020Q1 20201
Horan Capital Advisors, LLC. 110.02%0.02%0.02%Q1 2019Q1 20191
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Hefren-Tillotson, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
NexWave Capital Partners LLC 110.46%0.46%0.46%Q4 2019Q4 20191
Candlestick Capital Management LP 110.39%0.39%0.39%Q1 2022Q1 20221
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Fiduciary Planning LLC 1115.97%15.97%15.97%Q1 2021Q1 20211
M Holdings Securities, Inc. 110.05%0.05%0.05%Q3 2014Q3 20141
Blueprint Investment Partners LLC 110.13%0.13%0.13%Q2 2023Q2 20231
Kathmere Capital Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Privium Fund Management B.V. 111.31%1.31%1.31%Q2 2023Q2 20231
Stearns Financial Services Group 110.00%0.00%0.00%Q2 2019Q2 20191
Chapwood Capital Investment Management, LLC 113.44%3.44%3.44%Q4 2019Q4 20191
PRING TURNER CAPITAL GROUP INC 110.01%0.01%0.01%Q4 2013Q4 20131
Avalon Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CALIBER WEALTH MANAGEMENT, LLC 111.91%1.91%1.91%Q4 2022Q4 20221
Mariner Wealth Advisors-Cincinnati, LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Thiel Macro LLC 1118.71%18.71%18.71%Q2 2019Q2 20191
Parcion Private Wealth LLC 110.10%0.10%0.10%Q4 2019Q4 20191
AXS Investments LLC 110.27%0.27%0.27%Q4 2021Q4 20211
Alpine Partners USVI, LLC 113.32%3.32%3.32%Q4 2013Q4 20131
WealthStone, Inc. 110.03%0.03%0.03%Q2 2019Q2 20191
Emerald Advisors, LLC 110.37%0.37%0.37%Q4 2019Q4 20191
NEXT Financial Holdings 110.20%0.20%0.20%Q1 2019Q1 20191
Family Management Corp 110.00%0.00%0.00%Q4 2022Q4 20221
CAAS CAPITAL MANAGEMENT LP 110.11%0.11%0.11%Q2 2023Q2 20231
Waratah Capital Advisors Ltd. 110.15%0.15%0.15%Q2 2018Q2 20181
Simply Money Advisors 110.01%0.01%0.01%Q2 2013Q2 20131
Telemetry Investments, L.L.C. 110.10%0.10%0.10%Q3 2017Q3 20171
Moser Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Menard Financial Group LLC 110.58%0.58%0.58%Q2 2022Q2 20221
Vestcor Inc 110.01%0.01%0.01%Q3 2022Q3 20221
Regent Peak Wealth Advisors LLC 110.02%0.02%0.02%Q4 2020Q4 20201
BAROMETER CAPITAL MANAGEMENT INC. 110.12%0.12%0.12%Q1 2023Q1 20231
JGP Global Gestao de Recursos Ltda. 110.51%0.51%0.51%Q4 2014Q4 20141
Edmond de Rothschild (Europe) 110.03%0.03%0.03%Q3 2016Q3 20161
MADDEN SECURITIES Corp 110.05%0.05%0.05%Q4 2022Q4 20221
PAX Financial Group, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
Pinkerton Retirement Specialists, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Noven Financial Group, Inc. 110.18%0.18%0.18%Q1 2016Q1 20161
Banco BTG Pactual S.A. 110.05%0.05%0.05%Q3 2023Q3 20231
Crestline Management, LP 110.08%0.08%0.08%Q2 2021Q2 20211
TFG Advisers LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Peregrine Asset Advisers, Inc. 110.10%0.10%0.10%Q4 2017Q4 20171
Holloway Wealth Management, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Samsung Asset Management (New York), Inc. 110.85%0.85%0.85%Q2 2013Q2 20131
CIBC Asset Management Inc 111.12%1.12%1.12%Q1 2020Q1 20201
Truadvice, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Price Wealth, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Veracity Capital LLC 110.54%0.54%0.54%Q4 2019Q4 20191
Capstone Triton Financial Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Ground Swell Capital, LLC 112.57%2.57%2.57%Q4 2020Q4 20201
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q3 2020Q3 20201
XR Securities LLC 110.04%0.04%0.04%Q1 2022Q1 20221
CapWealth Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Onyx Bridge Wealth Group LLC 112.11%2.11%2.11%Q2 2022Q2 20221
ROOSEVELT INVESTMENT GROUP LLC 110.56%0.56%0.56%Q3 2016Q3 20161
WFA of San Diego, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Gallagher Benefit Services, Inc. 110.52%0.52%0.52%Q4 2022Q4 20221
Bull Oak Capital, LLC 112.23%2.23%2.23%Q3 2022Q3 20221
TFC Financial Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
GAVEA INVESTIMENTOS LTDA 110.24%0.24%0.24%Q2 2019Q2 20191
CHIRON CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
MARSHALL WACE ASIA Ltd 110.37%0.37%0.37%Q1 2021Q1 20211
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
HEARTLAND ADVISORS INC 110.02%0.02%0.02%Q4 2021Q4 20211
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ONTARIO TEACHERS PENSION PLAN BOARD 113.73%3.73%3.73%Q4 2020Q4 20201
Wealthgate Family Office, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
SPROTT INC. 110.01%0.01%0.01%Q3 2015Q3 20151
Westchester Capital Management, LLC 110.22%0.22%0.22%Q2 2013Q2 20131
Mizuho Bank, Ltd. 112.62%2.62%2.62%Q2 2015Q2 20151
BSW Wealth Partners 110.36%0.36%0.36%Q2 2013Q2 20131
Meru Capital Group, LP 110.65%0.65%0.65%Q1 2017Q1 20171
PATRON PARTNERS, LLC 110.27%0.27%0.27%Q4 2020Q4 20201
TCG Advisory Services, LLC 110.18%0.18%0.18%Q2 2021Q2 20211
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Lumina Fund Management LLC 110.12%0.12%0.12%Q3 2023Q3 20231
PEAK FINANCIAL ADVISORS LLC 112.38%2.38%2.38%Q4 2021Q4 20211
iAB Financial Bank 110.12%0.12%0.12%Q1 2017Q1 20171
PointState Capital LP 110.08%0.08%0.08%Q1 2019Q1 20191
Cannon Global Investment Management, LLC 114.04%4.04%4.04%Q4 2020Q4 20201
Compton Financial Group, LLC 112.22%2.22%2.22%Q4 2022Q4 20221
DHJJ Financial Advisors, Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
ALTEGRIS ADVISORS, L.L.C. 1113.36%13.36%13.36%Q4 2016Q4 20161
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Urban Wealth Management, LLC 110.20%0.20%0.20%Q2 2022Q2 20221
CFS Investment Advisory Services, LLC 110.43%0.43%0.43%Q2 2021Q2 20211
Homrich & Berg 110.02%0.02%0.02%Q2 2017Q2 20171
Oxler Private Wealth LLC 111.08%1.08%1.08%Q3 2022Q3 20221
Safeguard Investment Advisory Group, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Accuvest Global Advisors 112.45%2.45%2.45%Q3 2019Q3 20191
SPHERA FUNDS MANAGEMENT LTD. 110.99%0.99%0.99%Q1 2020Q1 20201
STERNE AGEE GROUP, INC. 110.09%0.09%0.09%Q1 2015Q1 20151
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
IronBridge Private Wealth, LLC 114.87%4.87%4.87%Q1 2022Q1 20221
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
South Shore Capital Advisors 110.42%0.42%0.42%Q2 2022Q2 20221
Live Your Vision, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
MOODY LYNN & LIEBERSON, LLC 110.40%0.40%0.40%Q2 2014Q2 20141
PINNBROOK CAPITAL MANAGEMENT LP 115.44%5.44%5.44%Q2 2022Q2 20221
FIFTH LANE CAPITAL, LP 110.68%0.68%0.68%Q3 2023Q3 20231
Highstreet Asset Management Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
ONE PLUS ONE WEALTH MANAGEMENT, LLC 111.26%1.26%1.26%Q2 2022Q2 20221
Brouwer & Janachowski, LLC 110.08%0.08%0.08%Q1 2016Q1 20161
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
York Capital Management Global Advisors, LLC 110.42%0.42%0.42%Q3 2015Q3 20151
STEPH & CO 110.01%0.01%0.01%Q3 2023Q3 20231
COURIER CAPITAL LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Goldstream Capital Management Ltd 110.31%0.31%0.31%Q4 2021Q4 20211
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.22%0.22%0.22%Q4 2015Q4 20151
NEXPOINT ASSET MANAGEMENT, L.P. 110.24%0.24%0.24%Q4 2019Q4 20191
Financial Council Asset Management Inc 110.26%0.26%0.26%Q4 2021Q4 20211
SCHARF INVESTMENTS, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
McElhenny Sheffield Capital Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
VISTA FINANCE, LLC 112.43%2.43%2.43%Q4 2021Q4 20211
Tanglewood Wealth Management, Inc. 112.46%2.46%2.46%Q2 2022Q2 20221
SPRING CREEK CAPITAL LLC 110.19%0.19%0.19%Q4 2018Q4 20181
Apollo Management Holdings, L.P. 110.03%0.03%0.03%Q4 2021Q4 20211
PCG Wealth Advisors, LLC 110.74%0.74%0.74%Q4 2022Q4 20221
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2013Q3 20131
China Universal Asset Management Co., Ltd. 110.27%0.27%0.27%Q3 2022Q3 20221
Palisade Asset Management, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
HARTLINE INVESTMENT CORP/ 110.25%0.25%0.25%Q3 2022Q3 20221
CQS Cayman LP 110.05%0.05%0.05%Q1 2015Q1 20151
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
AHL INVESTMENT MANAGEMENT, INC. 110.06%0.06%0.06%Q4 2021Q4 20211
OLD MISSION CAPITAL, LLC 110.04%0.04%0.04%Q4 2016Q4 20161
Blue Door Asset Management, LLC 110.35%0.35%0.35%Q1 2022Q1 20221
NORTHWEST INVESTMENT COUNSELORS, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Troluce Capital Advisors LLC 114.27%4.27%4.27%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
CTC Capital Management, LLC 111.14%1.14%1.14%Q1 2023Q1 20231
USA MUTUALS ADVISORS, INC. 110.17%0.17%0.17%Q4 2017Q4 20171
WealthTrust-Arizona, LLC 110.09%0.09%0.09%Q4 2018Q4 20181
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
LAKEWOOD CAPITAL MANAGEMENT, LP 110.08%0.08%0.08%Q2 2021Q2 20211
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q1 2018Q1 20181
KBC Group NV 110.00%0.00%0.00%Q1 2017Q1 20171
OAK HARBOR WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Quent Capital, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
KerberRose Wealth Management, LLC 110.26%0.26%0.26%Q2 2022Q2 20221
Employees Retirement System of Texas 110.77%0.77%0.77%Q2 2023Q2 20231
Blackstone Inc. 110.08%0.08%0.08%Q2 2021Q2 20211
Manifold Partners, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Bell Bank 119.33%9.33%9.33%Q4 2016Q4 20161
Integrity Financial Corp /WA 110.00%0.00%0.00%Q3 2022Q3 20221
High Net Worth Advisory Group LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Coury Firm Asset Management LLC 110.30%0.30%0.30%Q1 2022Q1 20221
FSC Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
Alpha Square Group S LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Worth Asset Management, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Madison Scottsdale, LC 110.33%0.33%0.33%Q2 2013Q2 20131
EHP Funds Inc. 110.96%0.96%0.96%Q3 2023Q3 20231
WealthPlan Investment Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Carr Financial Group Corp 110.16%0.16%0.16%Q4 2022Q4 20221
Pacific Sage Partners, LLC 112.72%2.72%2.72%Q4 2022Q4 20221
FREEDOM WEALTH ALLIANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Columbus Hill Capital Management, L.P. 112.25%2.25%2.25%Q1 2016Q1 20161
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Crow Point Partners, LLC 110.05%0.05%0.05%Q2 2018Q2 20181
Second Half Financial Partners, LLC 110.13%0.13%0.13%Q2 2023Q2 20231
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cardinal Point Capital Management, ULC 110.12%0.12%0.12%Q1 2023Q1 20231
Brookfield Asset Management 110.02%0.02%0.02%Q4 2022Q4 20221
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
GUIDANCE CAPITAL, INC 110.12%0.12%0.12%Q3 2023Q3 20231
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q3 2023Q3 20231
Align Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Smithwood Advisers, L.P. 111.20%1.20%1.20%Q3 2015Q3 20151
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Bain Capital Public Equity, LP 113.60%3.60%3.60%Q3 2023Q3 20231
Koesten, Hirschmann & Crabtree, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Ipsen Advisor Group LLC 110.40%0.40%0.40%Q4 2022Q4 20221
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Park Edge Advisors, LLC 110.56%0.56%0.56%Q4 2022Q4 20221
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.07%0.07%0.07%Q4 2022Q4 20221
West Tower Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
St. Louis Financial Planners Asset Management, LLC 110.87%0.87%0.87%Q1 2023Q1 20231
CONTINUUM WEALTH ADVISORS, LLC 111.99%1.99%1.99%Q4 2022Q4 20221
Empower Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
SYKON CAPITAL LLC 111.17%1.17%1.17%Q2 2023Q2 20231
Prosperity Wealth Management, Inc. 110.26%0.26%0.26%Q4 2022Q4 20221
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
United Community Bank 110.05%0.05%0.05%Q3 2023Q3 20231
3D ASSET MANAGEMENT, INC 110.09%0.09%0.09%Q3 2020Q3 20201
FOUNDERS BANK & TRUST 110.01%0.01%0.01%Q3 2013Q3 20131
Indiana Trust & Investment Management CO 110.03%0.03%0.03%Q3 2023Q3 20231
Geller Advisors LLC 110.09%0.09%0.09%Q3 2019Q3 20191
FORVIS Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Azimuth Capital Management LLC 110.02%0.02%0.02%Q4 2018Q4 20181
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q1 2016Q1 20161
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
SOL Capital Management CO 110.07%0.07%0.07%Q2 2016Q2 20161
LEVITT CAPITAL MANAGEMENT LLC 111.39%1.39%1.39%Q2 2014Q2 20141
MCDONALD PARTNERS LLC 110.72%0.72%0.72%Q4 2021Q4 20211
Jane Street Holding, LLC 110.11%0.11%0.11%Q4 2013Q4 20131
Independent Portfolio Consultants, Inc. 110.02%0.02%0.02%Q2 2016Q2 20161
CAPITAL ONE, NATIONAL ASSOCIATION 110.37%0.37%0.37%Q4 2019Q4 20191
Calamos Advisors LLC 110.28%0.28%0.28%Q2 2018Q2 20181
MACKAY SHIELDS LLC 110.03%0.03%0.03%Q1 2018Q1 20181
BOENNING & SCATTERGOOD, INC. 110.19%0.19%0.19%Q1 2020Q1 20201
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 110.11%0.11%0.11%Q4 2019Q4 20191
Pine River Capital Management L.P. 110.07%0.07%0.07%Q2 2015Q2 20151
FIRST FINANCIAL CORP /IN/ 110.01%0.01%0.01%Q2 2016Q2 20161
LUMINUS MANAGEMENT LLC 110.37%0.37%0.37%Q1 2020Q1 20201
Hamlin Capital Management, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
GENWORTH FINANCIAL INC 111.10%1.10%1.10%Q2 2013Q2 20131
NORTHWESTERN MUTUAL LIFE INSURANCE CO 110.00%0.00%0.00%Q2 2013Q2 20131
JANUS HENDERSON GROUP PLC 110.00%0.00%0.00%Q2 2017Q2 20171
ALESCO ADVISORS LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SNOW CAPITAL MANAGEMENT LP 110.01%0.01%0.01%Q3 2014Q3 20141
AMERICAN CENTURY COMPANIES INC 110.00%0.00%0.00%Q2 2019Q2 20191
TITLEIST CAPITAL, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
STEADFAST CAPITAL MANAGEMENT LP 114.53%4.53%4.53%Q3 2014Q3 20141
STEADFAST ADVISORS LP 114.52%4.52%4.52%Q3 2014Q3 20141
SHELL ASSET MANAGEMENT CO 111.00%1.00%1.00%Q1 2016Q1 20161
NICOLET BANKSHARES INC 110.13%0.13%0.13%Q2 2016Q2 20161
Legal & General Group Plc 110.00%0.00%0.00%Q2 2019Q2 20191
SYM FINANCIAL Corp 110.01%0.01%0.01%Q4 2019Q4 20191
FIRST FINANCIAL EQUITY CORPORATION 110.56%0.56%0.56%Q1 2017Q1 20171
Pennant Capital Management, LLC 1112.11%12.11%12.11%Q4 2016Q4 20161
BILL & MELINDA GATES FOUNDATION TRUST 110.01%0.01%0.01%Q3 2023Q3 20231
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q2 2020Q2 20201
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
JANA PARTNERS LLC 110.56%0.56%0.56%Q2 2013Q2 20131
SANDLER CAPITAL MANAGEMENT 113.21%3.21%3.21%Q1 2018Q1 20181
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
LEO BROKERAGE, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
NIEMANN CAPITAL MANAGEMENT INC 110.22%0.22%0.22%Q4 2018Q4 20181
OLD DOMINION CAPITAL MANAGEMENT INC 111.20%1.20%1.20%Q2 2013Q2 20131
Haverford Trust Co 110.00%0.00%0.00%Q3 2022Q3 20221
DUPONT CAPITAL MANAGEMENT CORP 110.08%0.08%0.08%Q1 2014Q1 20141
JARISLOWSKY, FRASER Ltd 110.00%0.00%0.00%Q4 2022Q4 20221
FIRST INTERSTATE BANCSYSTEM INC 110.67%0.67%0.67%Q1 2021Q1 20211
SOCIETE GENERALE 110.04%0.04%0.04%Q2 2016Q2 20161
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
AGRAN LIBBIE 110.01%0.01%0.01%Q4 2016Q4 20161
BREITER CAPITAL MANAGEMENT INC 110.67%0.67%0.67%Q3 2018Q3 20181
BROADMARK ASSET MANAGEMENT LLC 1125.00%25.00%25.00%Q4 2022Q4 20221
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
ADVISOR CONSULTANT NETWORK INC 110.07%0.07%0.07%Q3 2016Q3 20161
GODSEY & GIBB, INC 110.00%0.00%0.00%Q3 2021Q3 20211
FSB PREMIER WEALTH MANAGEMENT, INC. 110.03%0.03%0.03%Q4 2021Q4 20211
BIRINYI ASSOCIATES INC 110.09%0.09%0.09%Q3 2013Q3 20131
LCNB CORP 110.13%0.13%0.13%Q1 2022Q1 20221
Omega Advisors Inc. 110.80%0.80%0.80%Q1 2016Q1 20161
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
ROVIN CAPITAL /UT/ /ADV 110.41%0.41%0.41%Q2 2022Q2 20221
CARLSON CAPITAL L P 110.15%0.15%0.15%Q3 2018Q3 20181
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
Ally Invest Advisors Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Summit Global Investments 110.06%0.06%0.06%Q1 2022Q1 20221
Johnson Financial Group, LLC 110.30%0.30%0.30%Q4 2016Q4 20161
Financial Advisors Network, Inc. 110.02%0.02%0.02%Q4 2016Q4 20161
CPWM, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Beirne Wealth Consulting Services, LLC 110.18%0.18%0.18%Q1 2019Q1 20191
Blue Granite Capital, LLC 111.77%1.77%1.77%Q4 2017Q4 20171
North Fourth Asset Management, LP 110.78%0.78%0.78%Q2 2023Q2 20231
Glenview Trust Co 110.01%0.01%0.01%Q3 2019Q3 20191
Islet Management, LP 111.05%1.05%1.05%Q4 2021Q4 20211
Harbour Capital Advisors, LLC 110.15%0.15%0.15%Q4 2014Q4 20141
Aevitas Wealth Management, Inc. 110.03%0.03%0.03%Q4 2017Q4 20171
Sawyer & Company, Inc 110.01%0.01%0.01%Q3 2023Q3 20231
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.