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%0.04%0.19%Q1 2012Q3 2023137
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.03%0.24%Q2 2013Q3 2023123
BANK OF AMERICA CORP /DE/ 42420.00%0.15%0.61%Q2 2013Q3 2023120
CITIGROUP INC 42420.00%0.07%0.50%Q2 2013Q3 2023118
Parallax Volatility Advisers, L.P. 42420.00%0.03%0.20%Q2 2013Q3 2023117
BARCLAYS PLC 42420.00%0.07%1.19%Q2 2013Q3 2023112
UBS Group AG 36360.00%0.06%0.23%Q4 2014Q3 2023104
WELLS FARGO & COMPANY/MN 42420.00%0.08%0.28%Q2 2013Q3 2023100
Walleye Trading LLC 42420.00%0.03%0.30%Q2 2013Q3 202399
ROYAL BANK OF CANADA 42420.00%0.03%0.16%Q2 2013Q3 202392
Citadel Advisors 3620.00%0.03%0.09%Q1 2014Q3 202389
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.14%1.46%Q2 2013Q3 202389
Cutler Group LLC / CA 32320.00%0.08%0.72%Q4 2015Q3 202389
JANE STREET GROUP, LLC 3210.00%0.06%0.33%Q1 2014Q3 202387
WOLVERINE TRADING, LLC 16130.00%0.06%0.16%Q2 2016Q3 202381
CAPITAL FUND MANAGEMENT S.A. 13100.00%0.06%0.29%Q2 2014Q3 202378
MILLENNIUM MANAGEMENT LLC 2010.00%0.09%0.44%Q2 2013Q3 202378
CREDIT SUISSE AG/ 43430.00%0.03%0.18%Q1 2013Q3 202374
Twin Tree Management, LP 1520.00%0.13%0.73%Q4 2012Q4 202273
Paloma Partners Management Co 22140.01%0.25%1.35%Q3 2014Q3 202370
HSBC HOLDINGS PLC 47470.00%0.03%0.14%Q1 2012Q3 202365
TWO SIGMA SECURITIES, LLC 2120.00%0.23%3.67%Q1 2015Q3 202365
HUNTINGTON NATIONAL BANK 59590.00%0.03%0.09%Q1 2009Q3 202361
BANK OF MONTREAL /CAN/ 3920.00%0.02%0.07%Q2 2013Q3 202358
Jefferies Group LLC 2010.00%0.04%0.76%Q3 2013Q3 202254
HighTower Advisors, LLC 42420.00%0.06%0.15%Q2 2013Q3 202353
Creative Planning 42420.00%0.01%0.03%Q2 2013Q3 202350
MUFG Americas Holdings Corp 48480.00%0.02%0.04%Q4 2010Q3 202248
NOMURA HOLDINGS INC 1010.00%0.08%1.99%Q4 2012Q3 202348
RiverFront Investment Group, LLC 2850.10%0.83%2.01%Q4 2008Q3 202347
LPL Financial LLC 42420.00%0.22%0.60%Q2 2013Q3 202345
BlackRock Inc. 3810.00%0.06%0.34%Q3 2013Q3 202345
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.02%0.03%Q4 2012Q3 202344
OPTIMUM INVESTMENT ADVISORS 2850.00%0.06%0.12%Q3 2013Q4 202344
BAR HARBOR WEALTH MANAGEMENT 43431.40%1.90%2.41%Q1 2013Q3 202343
COMMERCE BANK 43430.00%0.02%0.04%Q1 2013Q3 202343
Raymond James Financial Services Advisors, Inc. 3560.00%0.16%0.26%Q2 2013Q3 202343
NEVILLE RODIE & SHAW INC 43430.04%0.60%1.79%Q2 2013Q4 202343
Montecito Bank & Trust 43430.28%0.43%1.03%Q2 2013Q4 202343
LYNCH & ASSOCIATES/IN 43430.09%0.13%0.22%Q2 2013Q4 202343
Boltwood Capital Management 43430.38%1.04%1.56%Q2 2013Q4 202343
Veritable, L.P. 43430.16%0.24%0.31%Q4 2012Q2 202343
Ledyard National Bank 42420.01%0.49%1.98%Q2 2013Q3 202342
NBT BANK N A /NY 42420.17%0.29%0.34%Q2 2013Q3 202342
MORGAN STANLEY 42420.04%0.11%0.24%Q2 2013Q3 202342
MARTIN & CO INC /TN/ 42422.31%3.42%4.72%Q2 2013Q3 202342
TOTH FINANCIAL ADVISORY CORP 42420.49%1.71%2.44%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.00%0.03%0.08%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.04%0.07%0.14%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.03%0.05%0.08%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.09%0.39%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.01%0.06%0.15%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
ARROW FINANCIAL CORP 42420.03%0.19%0.32%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.00%0.04%0.08%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.03%0.31%Q2 2013Q3 202342
OLD NATIONAL BANCORP /IN/ 42420.53%1.67%2.78%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.02%0.03%Q2 2013Q3 202342
US BANCORP \DE\ 42420.07%0.10%0.14%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.01%0.02%0.07%Q2 2013Q3 202342
FMR LLC 42420.00%0.00%0.03%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.03%0.10%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.01%0.04%0.12%Q2 2013Q3 202342
CHILTON CAPITAL MANAGEMENT LLC 42420.03%0.09%0.18%Q2 2013Q3 202342
GREAT LAKES ADVISORS, LLC 42420.02%0.06%0.12%Q2 2013Q3 202342
Rehmann Capital Advisory Group 2120.05%0.15%0.40%Q3 2011Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.05%0.14%0.30%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.08%0.10%0.12%Q2 2013Q4 202342
Goelzer Investment Management, Inc. 23190.02%0.06%0.20%Q1 2013Q3 202342
Windsor Capital Management, LLC 42420.63%0.81%1.16%Q2 2013Q3 202342
Madden Advisory Services, Inc. 42420.37%0.88%1.34%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.24%1.10%2.59%Q2 2013Q3 202342
Callan Capital, LLC 42420.60%1.79%3.44%Q2 2013Q3 202342
PROFFITT & GOODSON INC 42420.32%0.89%1.85%Q2 2013Q3 202342
Nelson Capital Management, LLC 42420.34%0.48%0.70%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.06%0.16%0.49%Q2 2013Q3 202342
Smith, Salley & Associates 42420.04%0.30%1.54%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42420.32%0.39%0.46%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.04%0.34%Q2 2013Q3 202342
SPINNAKER TRUST 42421.32%1.83%2.95%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.31%1.47%Q2 2013Q3 202342
Sandy Spring Bank 42420.07%0.37%0.55%Q2 2013Q3 202342
FCA CORP /TX 42421.41%1.79%2.44%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.06%0.82%1.80%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.04%0.13%0.62%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.02%0.04%0.10%Q2 2013Q3 202342
Financial Architects, Inc 2540.00%0.11%0.48%Q2 2013Q2 202342
ENVESTNET ASSET MANAGEMENT INC 42420.02%0.25%1.12%Q2 2013Q3 202342
FIRST UNITED BANK & TRUST 42420.16%0.66%1.09%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.00%0.01%Q2 2013Q3 202342
Bangor Savings Bank 42420.14%0.45%0.86%Q2 2013Q3 202342
WestEnd Advisors, LLC 42420.02%2.25%6.49%Q2 2013Q3 202342
Sabal Trust CO 42420.14%0.24%0.39%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.03%0.20%0.47%Q2 2013Q3 202342
First National Bank of Hutchinson 42420.73%1.05%1.68%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.19%1.74%Q2 2013Q3 202342
Capital Investment Advisors, LLC 41410.06%0.36%1.42%Q4 2013Q4 202341
First Horizon Advisors, Inc. 41410.05%0.09%0.20%Q3 2013Q3 202341
ADIRONDACK TRUST CO 41410.02%0.06%0.20%Q3 2013Q3 202341
BOKF, NA 3290.01%0.01%0.03%Q2 2013Q3 202341
M&T BANK CORP 26150.00%0.01%0.02%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.04%0.14%Q2 2013Q3 202341
Cetera Advisor Networks LLC 41410.02%0.17%0.47%Q3 2013Q3 202341
Spot Trading L.L.C 16160.00%0.11%0.44%Q2 2013Q1 201741
ASSOCIATED BANC-CORP 41410.05%0.14%0.25%Q3 2013Q3 202341
ASSETMARK, INC 41410.04%0.35%2.09%Q3 2013Q3 202341
STEPHENS INC /AR/ 41410.03%0.11%0.21%Q3 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.08%0.14%0.18%Q2 2013Q3 202341
JNBA Financial Advisors 21200.04%0.08%0.22%Q2 2013Q3 202341
GLENMEDE TRUST CO NA 3380.00%0.01%0.02%Q2 2013Q3 202341
B. Riley Wealth Advisors, Inc. 3650.04%0.13%0.25%Q2 2013Q3 202341
MASSMUTUAL TRUST CO FSB/ADV 29110.00%0.11%0.86%Q4 2013Q4 202340
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 40400.00%0.00%0.01%Q4 2013Q3 202340
Prospera Financial Services Inc 3730.01%1.02%5.44%Q2 2013Q3 202340
United Asset Strategies, Inc. 2420.26%1.64%3.83%Q2 2013Q3 202340
D.A. DAVIDSON & CO. 3730.00%0.02%0.11%Q2 2013Q3 202340
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40400.49%1.12%2.22%Q4 2013Q3 202340
Janney Montgomery Scott LLC 29110.02%0.86%1.79%Q3 2013Q3 202340
Swan Global Investments, LLC 40402.19%6.36%9.57%Q4 2013Q3 202340
TRUIST FINANCIAL CORP 3460.01%0.15%0.48%Q3 2013Q3 202340
Advisory Services Network, LLC 27130.05%0.21%0.82%Q3 2013Q3 202340
Private Advisor Group, LLC 40400.02%0.16%0.45%Q4 2013Q3 202340
CHURCHILL MANAGEMENT Corp 23170.68%2.65%6.06%Q2 2013Q3 202340
BANK HAPOALIM BM 40400.08%0.73%2.56%Q4 2013Q3 202340
Exchange Capital Management, Inc. 40400.10%0.49%1.30%Q4 2013Q3 202340
Kovack Advisors, Inc. 2910.00%0.32%1.35%Q1 2014Q3 202340
St. Johns Investment Management Company, LLC 39390.38%0.73%1.09%Q1 2014Q3 202339
ALPS ADVISORS INC 2850.10%0.15%0.26%Q3 2013Q3 202339
OLD SECOND NATIONAL BANK OF AURORA 3510.00%0.32%1.52%Q2 2013Q3 202339
Winch Advisory Services, LLC 39390.00%0.60%4.36%Q1 2014Q3 202339
Atria Investments, Inc 2720.02%0.32%1.57%Q2 2013Q3 202339
Archford Capital Strategies, LLC 39390.12%1.57%3.31%Q1 2014Q3 202339
ARS Investment Partners, LLC 26130.12%0.61%1.62%Q4 2013Q3 202339
Manchester Capital Management LLC 3540.00%0.05%0.08%Q2 2013Q3 202339
SCOTIA CAPITAL INC. 3810.01%0.01%0.03%Q2 2013Q3 202339
Plante Moran Financial Advisors, LLC 39390.01%0.03%0.07%Q1 2014Q3 202339
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3720.00%0.19%1.70%Q2 2013Q3 202339
VAUGHAN DAVID INVESTMENTS LLC/IL 39390.01%0.04%0.06%Q1 2013Q3 202239
Bank of New York Mellon Corp 3420.00%0.00%0.00%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.02%0.06%0.10%Q1 2014Q3 202339
COUNTRY TRUST BANK 39390.00%0.63%2.03%Q2 2014Q4 202339
Baker Avenue Asset Management, LP 3210.06%0.74%1.37%Q4 2013Q3 202338
TWO SIGMA INVESTMENTS, LP 1110.00%0.21%0.72%Q3 2013Q3 202338
Fernwood Investment Management, LLC 3710.17%0.21%0.52%Q4 2013Q3 202338
Ameritas Investment Partners, Inc. 38380.00%0.01%0.07%Q2 2014Q3 202338
ACG Wealth 38380.07%0.75%1.83%Q2 2013Q3 202238
Cetera Advisors LLC 38380.02%0.18%0.29%Q2 2014Q3 202338
BAILARD, INC. 3160.03%0.04%0.05%Q2 2014Q3 202337
STATE STREET CORP 1720.00%0.00%0.02%Q2 2013Q3 202337
CWM, LLC 2410.02%0.22%2.82%Q4 2013Q3 202337
Annex Advisory Services, LLC 2810.02%4.30%8.04%Q2 2013Q3 202337
Avidian Wealth Solutions, LLC 23140.03%3.76%18.18%Q4 2013Q3 202337
MARSHALL WACE, LLP 1410.00%0.07%0.44%Q1 2014Q3 202337
Marquette Asset Management, LLC 37370.15%0.43%0.67%Q2 2013Q2 202237
TOCQUEVILLE ASSET MANAGEMENT L.P. 3610.00%0.05%0.44%Q2 2014Q3 202337
AMERICAN NATIONAL BANK 37370.01%0.02%0.03%Q3 2014Q3 202337
WHITTIER TRUST CO OF NEVADA INC 37370.02%0.04%0.16%Q3 2014Q3 202337
Brookstone Capital Management 1830.01%0.56%2.95%Q4 2013Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.01%0.32%2.66%Q4 2014Q3 202336
KINGS POINT CAPITAL MANAGEMENT 36360.01%0.03%0.06%Q2 2013Q1 202236
BUTENSKY & COHEN FINANCIAL SECURITY, INC 36360.42%0.73%0.92%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.05%0.10%0.16%Q4 2014Q3 202336
Family Firm, Inc. 36360.20%0.26%0.35%Q4 2014Q3 202336
Dynamic Advisor Solutions LLC 20150.00%0.18%0.76%Q4 2013Q3 202336
Tortoise Investment Management, LLC 36360.00%0.00%0.00%Q4 2014Q3 202336
Oakworth Capital, Inc. 36360.00%0.57%2.29%Q4 2014Q3 202336
Mariner, LLC 3060.01%0.04%0.13%Q4 2013Q3 202336
JOHNSON INVESTMENT COUNSEL INC 36360.02%0.03%0.05%Q4 2014Q3 202336
Tower Research Capital LLC (TRC) 1620.00%0.37%2.96%Q3 2013Q3 202336
Highlander Capital Management, LLC 36360.01%0.01%0.02%Q4 2014Q3 202336
HAP Trading, LLC 910.00%0.03%0.44%Q4 2013Q3 202336
TRUST CO OF VERMONT 2910.00%0.01%0.01%Q2 2014Q3 202336
BLAIR WILLIAM & CO/IL 36360.00%0.01%0.05%Q4 2014Q3 202336
Sigma Planning Corp 36360.08%0.16%0.26%Q4 2014Q3 202336
GFS Advisors, LLC 36360.03%0.51%1.03%Q2 2013Q1 202236
FIL Ltd 36360.00%0.01%0.02%Q4 2014Q3 202336
Kingsview Wealth Management, LLC 2060.00%0.18%1.13%Q1 2017Q3 202336
CenterStar Asset Management, LLC 850.00%0.22%1.12%Q1 2018Q3 202336
People's United Financial, Inc. 18170.01%0.03%0.17%Q2 2013Q1 202235
COHEN & STEERS, INC. 35350.00%0.02%0.03%Q1 2014Q3 202235
Squarepoint Ops LLC 1130.00%0.08%0.26%Q3 2016Q3 202335
VALLEY NATIONAL ADVISERS INC 35350.00%0.01%0.02%Q1 2015Q3 202335
CIBC WORLD MARKET INC. 24110.00%0.09%0.68%Q4 2014Q3 202335
Kessler Investment Group, LLC 1390.00%0.54%1.52%Q4 2013Q3 202335
ORLEANS CAPITAL MANAGEMENT CORP/LA 21140.35%2.14%3.76%Q4 2014Q3 202335
Roble, Belko & Company, Inc 35350.01%0.01%0.03%Q1 2015Q3 202335
AGF INVESTMENTS INC. 3320.03%0.49%1.48%Q3 2013Q3 202235
NewSquare Capital LLC 35350.00%0.36%0.94%Q1 2015Q3 202335
REGIONS FINANCIAL CORP 35350.01%0.02%0.05%Q1 2015Q3 202335
DONALDSON CAPITAL MANAGEMENT, LLC 3410.02%0.07%0.30%Q4 2013Q4 202235
BANK OF NOVA SCOTIA 1710.00%0.28%1.19%Q2 2013Q3 202335
KANAWHA CAPITAL MANAGEMENT LLC 35350.04%0.08%0.12%Q1 2015Q3 202335
Country Club Trust Company, n.a. 34340.09%0.22%0.50%Q3 2013Q4 202134
Johnson Financial Group, Inc. 2320.00%0.07%0.46%Q4 2013Q3 202334
Institute for Wealth Management, LLC. 2010.08%0.68%3.41%Q2 2013Q3 202334
Endurance Wealth Management, Inc. 34340.03%0.08%0.13%Q1 2015Q2 202334
DEUTSCHE BANK AG\ 2360.00%0.01%0.10%Q3 2013Q3 202334
Psagot Value Holdings Ltd. 34340.02%1.30%3.72%Q2 2013Q3 202134
Koshinski Asset Management, Inc. 1650.08%0.16%0.28%Q4 2014Q3 202334
WBH ADVISORY INC 3130.46%1.39%2.33%Q1 2015Q3 202334
Mount Lucas Management LP 2770.02%1.61%3.49%Q2 2013Q4 202134
Baird Financial Group, Inc. 34340.02%0.08%0.26%Q2 2015Q3 202334
BALYASNY ASSET MANAGEMENT L.P. 1210.00%0.11%0.38%Q2 2013Q3 202334
BANK OF THE WEST 3310.02%0.26%0.57%Q4 2013Q4 202234
Winfield Associates, Inc. 34340.45%2.29%4.44%Q4 2013Q1 202234
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.00%0.02%0.11%Q2 2015Q3 202334
SECURITY NATIONAL TRUST CO 33330.00%0.03%0.10%Q2 2013Q2 202133
Trust Co 2490.01%1.13%3.98%Q1 2015Q3 202333
WEBSTER BANK, N. A. 2850.01%0.02%0.16%Q1 2015Q3 202333
Gradient Investments LLC 23100.00%0.01%0.10%Q2 2015Q3 202333
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1940.00%0.11%0.36%Q4 2014Q3 202333
1832 Asset Management L.P. 2760.00%0.03%0.14%Q1 2015Q3 202333
Patten Group, Inc. 1910.02%0.08%0.18%Q4 2014Q3 202333
CHEMUNG CANAL TRUST CO 33330.29%0.65%2.01%Q4 2015Q4 202333
Ironwood Financial, llc 2510.00%0.06%0.38%Q4 2014Q3 202333
EXENCIAL WEALTH ADVISORS, LLC 1580.01%0.08%0.33%Q1 2013Q3 202333
Krilogy Financial LLC 33330.41%0.77%2.01%Q3 2015Q3 202333
Evercore Wealth Management, LLC 1510.00%0.02%0.04%Q2 2013Q3 202332
Pinnacle Advisory Group, Inc. 32321.39%5.20%19.96%Q2 2013Q1 202132
Stillwater Capital Advisors, LLC 32320.12%1.38%2.00%Q4 2015Q3 202332
Gerber Kawasaki Wealth & Investment Management 32320.95%1.75%2.62%Q4 2015Q3 202332
Financial Sense Advisors, Inc. 2930.10%0.45%0.92%Q2 2013Q4 202132
StrategIQ Financial Group, LLC 32320.08%0.20%0.64%Q4 2015Q3 202332
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2410.01%0.10%0.50%Q4 2013Q3 202332
WEDBUSH SECURITIES INC 2480.02%0.05%0.09%Q3 2015Q3 202332
Beaumont Financial Partners, LLC 2230.04%0.82%2.19%Q2 2013Q4 202132
SIGNATUREFD, LLC 1210.00%0.01%0.06%Q2 2013Q3 202332
Jackson, Grant Investment Advisers, Inc. 32321.32%2.08%2.66%Q4 2015Q3 202332
Allworth Financial LP 32320.00%0.00%0.01%Q4 2015Q3 202332
Harel Insurance Investments & Financial Services Ltd. 32320.02%2.00%4.65%Q4 2015Q3 202332
Migdal Insurance & Financial Holdings Ltd. 32320.00%1.34%3.40%Q4 2015Q3 202332
Ayalon Insurance Comp Ltd. 2480.91%4.79%6.98%Q1 2015Q3 202332
SIGNET FINANCIAL MANAGEMENT, LLC 2410.01%0.16%0.49%Q1 2015Q3 202332
KING LUTHER CAPITAL MANAGEMENT CORP 3020.00%0.00%0.00%Q2 2013Q1 202232
MOTCO 2750.00%0.01%0.02%Q2 2013Q3 202132
Bristlecone Advisors, LLC 32320.08%0.24%0.36%Q4 2015Q3 202332
Ausdal Financial Partners, Inc. 32320.03%0.13%0.50%Q4 2015Q3 202332
Cetera Investment Advisers 32320.07%0.12%0.25%Q4 2015Q3 202332
REILLY FINANCIAL ADVISORS, LLC 2840.00%0.01%0.01%Q2 2013Q4 202132
Biltmore Wealth Management, LLC 2653.81%8.09%16.06%Q4 2014Q3 202331
Acropolis Investment Management, LLC 1940.01%0.02%0.06%Q2 2013Q3 202331
Hilltop Holdings Inc. 2110.04%0.27%0.88%Q2 2013Q3 202331
CITY HOLDING CO 31310.04%0.18%0.56%Q1 2016Q3 202331
CYPRESS CAPITAL MANAGEMENT LLC 31310.07%0.20%0.26%Q1 2015Q3 202231
Jump Trading, LLC 510.00%0.09%1.03%Q2 2013Q1 201931
MONETARY MANAGEMENT GROUP INC 31310.01%0.12%0.26%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.01%0.21%0.68%Q1 2016Q3 202331
IFP Advisors, Inc 17140.02%0.08%0.18%Q4 2015Q3 202331
Transamerica Financial Advisors, Inc. 2310.10%1.34%7.14%Q2 2013Q3 202331
Anchor Investment Management, LLC 31310.00%0.01%0.02%Q2 2016Q4 202331
MURPHY CAPITAL MANAGEMENT INC 31310.05%1.94%3.74%Q4 2014Q2 202231
Simmons Bank 31310.13%0.23%0.42%Q1 2016Q3 202331
Strategic Advisors LLC 31310.05%0.26%0.57%Q1 2016Q3 202331
DAVENPORT & Co LLC 1430.00%0.03%0.09%Q2 2013Q3 202331
AE Wealth Management LLC 28280.00%0.13%0.30%Q4 2016Q3 202330
GREENLEAF TRUST 30300.01%0.01%0.01%Q2 2016Q3 202330
Carroll Financial Associates, Inc. 2730.00%0.02%0.03%Q1 2014Q4 202130
Zurich Insurance Group Ltd/FI 2520.02%0.12%0.22%Q3 2015Q3 202330
JAMES INVESTMENT RESEARCH INC 2820.00%0.08%0.54%Q2 2013Q3 202330
FIRST MERCHANTS CORP 2220.04%0.31%0.76%Q2 2015Q3 202330
CAPTRUST FINANCIAL ADVISORS 2820.01%0.04%0.13%Q4 2015Q3 202330
Jacobi Capital Management LLC 30300.04%0.13%0.20%Q2 2016Q3 202330
Chevy Chase Trust Holdings, LLC 2110.00%0.00%0.02%Q4 2014Q3 202330
Renaissance Technologies 1010.00%0.01%0.04%Q2 2013Q2 202330
First Allied Advisory Services, Inc. 30300.06%0.21%0.40%Q2 2013Q3 202030
Asset Dedication, LLC 2810.00%0.01%0.03%Q4 2015Q3 202329
TWO SIGMA ADVISERS, LP 2510.01%0.43%0.94%Q3 2014Q1 202329
HOWARD CAPITAL MANAGEMENT 2810.16%0.77%1.01%Q1 2013Q4 202029
First Heartland Consultants, Inc. 2720.02%0.43%0.94%Q2 2013Q3 202229
Segment Wealth Management, LLC 29290.36%0.58%0.70%Q3 2016Q3 202329
Mechanics Bank Trust Department 29290.33%0.40%0.48%Q3 2016Q3 202329
TD ASSET MANAGEMENT INC 15140.00%0.01%0.05%Q1 2015Q3 202329
FRANKLIN RESOURCES INC 1740.00%0.00%0.00%Q3 2015Q3 202329
FIRST MIDWEST BANK TRUST DIVISION 2090.03%0.29%0.82%Q3 2013Q4 202129
Hudock, Inc. 2450.00%0.00%0.01%Q3 2014Q3 202229
Riggs Asset Managment Co. Inc. 1320.00%0.65%5.70%Q4 2013Q3 202329
JONES FINANCIAL COMPANIES LLLP 1210.00%0.00%0.00%Q2 2013Q3 202329
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 2160.01%0.24%0.71%Q2 2013Q2 202129
CORRADO ADVISORS, LLC 28280.12%0.58%3.37%Q1 2016Q4 202228
INGALLS & SNYDER LLC 28280.02%0.04%0.11%Q4 2016Q3 202328
BOYS ARNOLD & CO INC 28280.04%0.25%0.41%Q2 2013Q1 202028
TRUST CO OF OKLAHOMA 15130.29%0.64%1.19%Q3 2016Q3 202328
RAYMOND JAMES TRUST N.A. 28280.02%0.03%0.06%Q4 2016Q3 202328
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 28280.13%0.35%0.71%Q4 2016Q3 202328
North Star Investment Management Corp. 1710.00%0.01%0.01%Q2 2014Q3 202328
Hanson & Doremus Investment Management 28280.01%0.02%0.06%Q4 2016Q3 202328
Granite Investment Advisors, LLC 28280.05%0.39%0.74%Q4 2014Q3 202128
FineMark National Bank & Trust 1330.00%0.01%0.02%Q4 2013Q3 202328
Winslow, Evans & Crocker, Inc. 2620.01%0.25%0.74%Q4 2013Q4 202028
CHICAGO TRUST Co NA 2440.07%0.10%0.13%Q1 2015Q3 202328
Sargent Bickham Lagudis LLC 28280.03%0.06%0.08%Q1 2016Q4 202228
NEXT Financial Group, Inc 14140.02%0.13%0.35%Q3 2014Q4 202128
NewEdge Advisors, LLC 28280.03%0.16%0.43%Q4 2016Q3 202328
Venturi Wealth Management, LLC 28280.13%0.64%2.14%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.04%0.08%0.12%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.06%0.17%1.18%Q4 2016Q3 202328
Shepherd Financial Partners LLC 28280.14%0.75%2.49%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.21%0.32%0.51%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.10%0.23%0.39%Q4 2016Q3 202328
THRIVENT FINANCIAL FOR LUTHERANS 1910.00%0.02%0.09%Q2 2015Q3 202328
CULLEN/FROST BANKERS, INC. 1940.01%0.01%0.01%Q2 2014Q3 202328
MEEDER ASSET MANAGEMENT INC 1310.00%0.00%0.02%Q3 2013Q3 202228
VALLEY WEALTH MANAGERS, INC. 2210.01%0.04%0.23%Q2 2016Q3 202328
Choate Investment Advisors 27270.06%0.16%1.28%Q1 2017Q3 202327
River Wealth Advisors LLC 27270.05%0.11%0.16%Q1 2017Q3 202327
FIRST MANHATTAN CO. LLC. 1410.00%0.00%0.00%Q1 2014Q3 202327
Thomasville National Bank 27270.07%0.09%0.12%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.02%0.12%0.32%Q4 2016Q3 202327
PRUDENTIAL FINANCIAL INC 27270.00%0.01%0.05%Q1 2017Q3 202327
MACROVIEW INVESTMENT MANAGEMENT LLC 14130.00%0.05%0.16%Q2 2013Q3 202327
STERLING INVESTMENT MANAGEMENT, LLC 27270.27%0.33%0.43%Q1 2017Q3 202327
Private Wealth Advisors, Inc. 27270.10%0.31%0.41%Q2 2014Q4 202027
Bruderman Asset Management, LLC 2520.34%0.91%1.62%Q1 2015Q4 202127
Patriot Financial Group Insurance Agency, LLC 27270.00%0.06%0.15%Q1 2017Q3 202327
DOW CHEMICAL CO /DE/ 27270.34%1.25%3.17%Q2 2013Q4 201927
LEVEL FOUR ADVISORY SERVICES, LLC 1980.03%0.24%1.04%Q4 2016Q3 202327
COMERICA BANK 2110.00%0.02%0.05%Q2 2013Q3 202327
EP Wealth Advisors, LLC 1810.03%0.38%2.36%Q4 2014Q3 202327
Man Group plc 1510.00%0.00%0.01%Q1 2019Q3 202327
Capital Planning Advisors, LLC 17100.12%0.95%1.50%Q2 2015Q1 202227
Moloney Securities Asset Management, LLC 27270.08%0.12%0.17%Q1 2017Q3 202327
ROPES WEALTH ADVISORS LLC 17100.02%0.06%0.17%Q4 2016Q3 202327
Pacific Center for Financial Services 2430.01%0.02%0.03%Q4 2016Q3 202327
BUCKINGHAM STRATEGIC WEALTH, LLC 27270.01%0.08%0.52%Q1 2017Q3 202327
Mirae Asset Global Investments Co., Ltd. 1910.02%0.20%0.48%Q4 2013Q3 202327
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 27270.26%0.63%0.89%Q1 2017Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.06%0.15%0.20%Q1 2017Q3 202327
DIMENSION CAPITAL MANAGEMENT LLC 2610.05%0.12%0.22%Q4 2016Q3 202327
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2320.00%0.00%0.02%Q4 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.04%0.18%0.83%Q2 2013Q4 201927
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 27270.46%0.52%0.61%Q2 2013Q4 201927
SUNTRUST BANKS INC 26260.00%0.02%0.05%Q2 2013Q3 201926
McAdam, LLC 26260.04%0.08%0.16%Q2 2017Q3 202326
Foothills Asset Management, Ltd. 26262.05%2.38%2.96%Q4 2013Q1 202026
PEAK6 Investments LLC 13130.00%0.03%0.18%Q3 2020Q3 202326
FDx Advisors, Inc. 1020.01%0.13%0.62%Q3 2013Q3 202326
Lido Advisors, LLC 2310.01%0.76%4.64%Q1 2016Q3 202326
Tradewinds Capital Management, LLC 1310.00%0.61%4.47%Q1 2014Q3 202326
MML INVESTORS SERVICES, LLC 26260.12%0.19%0.27%Q2 2017Q3 202326
Caprock Group, LLC 14120.05%0.12%0.22%Q2 2016Q3 202326
Advocacy Wealth Management Services, LLC 2110.00%0.01%0.02%Q2 2013Q3 202226
Lowe Wealth Advisors, LLC 1910.00%0.02%0.30%Q1 2015Q4 202326
USCA RIA LLC 26260.05%0.37%1.10%Q1 2015Q2 202126
Quantitative Investment Management, LLC 910.03%1.00%3.70%Q3 2013Q4 202226
SWARTHMORE GROUP INC 2230.17%2.17%4.84%Q2 2013Q3 201925
FIFTH THIRD SECURITIES, INC. 1450.04%0.48%4.00%Q1 2016Q3 202325
Snowden Capital Advisors LLC 1780.05%0.09%0.12%Q2 2017Q3 202325
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 25250.63%5.40%9.25%Q2 2013Q2 201925
Valeo Financial Advisors, LLC 25250.05%0.09%0.14%Q3 2017Q3 202325
AllSquare Wealth Management LLC 25250.04%0.06%0.12%Q3 2017Q3 202325
BFSG, LLC 1420.05%0.11%0.45%Q1 2017Q3 202325
AlphaMark Advisors, LLC 25250.00%1.11%2.92%Q3 2017Q3 202325
Westside Investment Management, Inc. 1510.00%0.08%0.21%Q4 2016Q3 202325
Hugh Johnson Advisors LLC 25250.57%1.11%2.43%Q2 2013Q2 201925
Bray Capital Advisors 2410.02%0.55%0.80%Q3 2015Q3 202325
PEAK6 Group LLC 820.00%0.02%0.08%Q2 2013Q1 201725
Hanlon Investment Management, Inc. 910.12%1.92%5.81%Q3 2013Q3 202325
PEAPACK GLADSTONE FINANCIAL CORP 25250.01%0.22%0.67%Q3 2017Q3 202325
BESSEMER GROUP INC 1210.00%0.08%1.19%Q2 2013Q3 202325
BRIGHTON JONES LLC 25250.02%0.03%0.05%Q3 2017Q3 202325
B. Riley Wealth Management, Inc. 1690.00%0.28%0.97%Q1 2014Q2 202225
Simplicity Solutions, LLC 1630.01%0.51%2.48%Q1 2015Q3 202325
Virtu Financial LLC 1110.02%0.58%2.48%Q2 2013Q2 202325
VESTOR CAPITAL, LLC 13120.01%0.85%2.14%Q1 2017Q3 202325
MONROE BANK & TRUST/MI 25250.39%0.85%1.30%Q2 2013Q2 201925
FARMERS TRUST CO 2410.16%1.52%2.50%Q2 2016Q3 202325
CHEMICAL BANK 25250.04%0.12%0.22%Q2 2013Q2 201925
BDO Wealth Advisors, LLC 25250.02%0.05%0.12%Q2 2017Q2 202325
TIAA, FSB 25250.01%0.02%0.04%Q2 2017Q2 202325
Voya Financial Advisors, Inc. 2010.02%0.14%0.57%Q1 2015Q3 202225
Estate Counselors, LLC 1210.00%0.84%1.97%Q1 2015Q3 202325
AdvisorNet Financial, Inc 24240.01%0.06%0.21%Q4 2017Q3 202324
Janney Capital Management LLC 12120.00%0.41%2.04%Q2 2013Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.08%0.12%0.18%Q4 2017Q3 202324
Avantax Planning Partners, Inc. 1430.01%0.02%0.04%Q1 2017Q3 202324
BB&T SECURITIES, LLC 2130.01%0.24%0.52%Q2 2013Q3 201924
L & S Advisors Inc 710.03%0.09%0.33%Q2 2013Q3 202324
DOCK STREET ASSET MANAGEMENT INC 2110.04%0.17%0.28%Q4 2013Q4 202024
VISTA INVESTMENT MANAGEMENT 24240.29%0.41%0.51%Q4 2017Q3 202324
STOCK YARDS BANK & TRUST CO 1420.02%0.03%0.06%Q1 2017Q3 202324
PLIMOTH TRUST CO LLC 24240.32%0.39%0.52%Q4 2017Q3 202324
jvl associates llc 24241.16%1.99%2.76%Q4 2017Q3 202324
SVA Wealth Management, LLC 24240.09%0.44%0.84%Q1 2015Q4 202024
CIBC Private Wealth Group, LLC 13110.00%0.00%0.01%Q3 2017Q3 202324
Financial Enhancement Group LLC 920.00%0.72%2.70%Q2 2015Q3 202324
LINCOLN NATIONAL CORP 24240.01%0.02%0.07%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.03%0.44%1.08%Q4 2017Q3 202324
COLONY GROUP LLC 2010.00%0.03%0.34%Q4 2013Q3 202324
Capital Analysts, LLC 1920.00%0.02%0.11%Q4 2013Q3 202324
CENTAURUS FINANCIAL, INC. 24240.01%0.46%1.13%Q4 2017Q3 202324
WealthTrust Fairport, LLC 24240.45%1.12%1.80%Q2 2013Q1 201924
ORSER CAPITAL MANAGEMENT, LLC 24240.25%0.38%0.60%Q4 2017Q3 202324
Providence First Trust Co 2220.40%1.52%2.73%Q2 2017Q3 202324
Belpointe Asset Management LLC 1860.08%0.17%0.38%Q3 2017Q3 202324
NVWM, LLC 24240.10%0.22%0.37%Q4 2017Q3 202324
SOL Capital Management CO 24240.04%0.09%0.13%Q2 2016Q1 202224
PATHSTONE FAMILY OFFICE, LLC 1410.00%0.65%1.47%Q2 2013Q3 202324
BALDWIN BROTHERS LLC/MA 2310.00%0.04%0.07%Q1 2016Q4 202324
Financial Advocates Investment Management 24240.02%0.13%1.21%Q4 2017Q3 202324
Abbot Financial Management, Inc. 23230.17%0.70%0.92%Q1 2018Q3 202323
Linscomb & Williams, Inc. 1940.02%0.02%0.03%Q1 2014Q1 202323
CAPSTONE INVESTMENT ADVISORS, LLC 710.00%0.09%0.38%Q3 2013Q3 202323
Clarus Wealth Advisors 23230.42%1.02%1.47%Q4 2017Q2 202323
Chesapeake Wealth Management 23230.57%0.76%0.90%Q1 2018Q3 202323
PARK AVENUE SECURITIES LLC 23230.03%0.06%0.15%Q1 2018Q3 202323
Quadrant Capital Management, LLC 23232.29%3.00%3.37%Q2 2014Q4 201923
NATIXIS 1410.00%0.42%1.38%Q3 2013Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.21%0.51%0.97%Q1 2018Q3 202323
Wealthcare Advisory Partners LLC 12110.01%0.02%0.05%Q3 2017Q2 202323
Mount Yale Investment Advisors, LLC 23230.22%0.27%0.41%Q1 2018Q3 202323
ADVISOR PARTNERS LLC 23230.02%0.05%0.08%Q4 2016Q2 202223
TEXAS PERMANENT SCHOOL FUND CORP 1240.01%0.04%0.09%Q1 2013Q1 202023
Spectrum Management Group, LLC 2210.01%2.19%4.06%Q1 2016Q3 202223
Hochman Cole Investment Advisors, Inc. 23230.22%0.26%0.31%Q1 2016Q3 202123
Spears Abacus Advisors LLC 23230.06%0.16%0.39%Q2 2014Q4 201923
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 23230.08%0.41%1.36%Q3 2017Q1 202323
Regal Investment Advisors LLC 1110.02%0.07%0.39%Q2 2013Q3 202323
SYM FINANCIAL Corp 2210.00%0.09%0.14%Q4 2017Q3 202323
HOWE & RUSLING INC 1510.00%0.18%0.50%Q4 2015Q1 202323
Eagle Ridge Investment Management 23230.04%0.05%0.06%Q1 2018Q3 202323
CONFLUENCE INVESTMENT MANAGEMENT LLC 1940.06%0.21%0.51%Q2 2013Q4 202023
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1610.11%0.56%2.67%Q1 2015Q3 202223
IFG Advisory, LLC 2210.08%0.13%0.21%Q4 2017Q3 202323
CREATIVE FINANCIAL DESIGNS INC /ADV 1850.00%0.02%0.06%Q4 2016Q3 202323
NAVELLIER & ASSOCIATES INC 710.02%0.34%1.30%Q3 2012Q3 202322
Chanos & Co LP 1090.04%1.80%6.32%Q3 2014Q3 202022
Assured Investment Management LLC 610.00%0.95%5.80%Q3 2013Q3 201822
NOVARE CAPITAL MANAGEMENT LLC 22220.03%0.77%1.99%Q1 2018Q2 202322
Global Endowment Management, LP 2110.04%0.10%0.14%Q2 2013Q1 202022
Intercontinental Wealth Advisors, LLC 1250.05%0.13%0.35%Q4 2016Q2 202322
RiverGlades Family Offices LLC 1440.96%1.17%1.45%Q4 2017Q3 202322
TOMPKINS FINANCIAL CORP 1030.00%0.01%0.02%Q4 2017Q4 202322
Sowell Financial Services LLC 710.09%0.19%0.39%Q4 2016Q3 202322
MEITAV INVESTMENT HOUSE LTD 1750.06%0.70%1.92%Q1 2018Q3 202322
Certified Advisory Corp 11110.14%0.21%0.30%Q4 2017Q3 202322
DOWLING & YAHNKE LLC 22220.02%0.03%0.08%Q2 2017Q3 202222
Vishria Bird Financial Group, LLC 22220.35%0.41%0.54%Q2 2018Q3 202322
Trellis Advisors, LLC 22220.29%0.39%0.44%Q2 2018Q3 202322
Cribstone Capital Management, LLC 2020.01%2.23%3.70%Q2 2016Q4 202222
FIRST INTERSTATE BANK 12100.30%0.72%1.36%Q1 2018Q3 202322
DUNCKER STREETT & CO INC 1660.01%0.02%0.02%Q1 2018Q3 202322
TRUE Private Wealth Advisors 22220.08%0.29%0.55%Q2 2018Q3 202322
Abbrea Capital, LLC 22220.05%0.07%0.10%Q2 2018Q3 202322
APPLETON GROUP, LLC 810.30%0.52%0.98%Q4 2013Q2 202322
Moors & Cabot, Inc. 1930.01%0.03%0.05%Q1 2018Q3 202322
Donald L. Hagan, LLC 1930.38%1.20%2.13%Q1 2016Q3 202322
CONSOLIDATED CAPITAL MANAGEMENT, LLC 1610.09%0.54%0.98%Q1 2017Q3 202322
Avitas Wealth Management LLC 22220.17%0.28%0.40%Q2 2018Q3 202322
FENIMORE ASSET MANAGEMENT INC 22220.01%0.03%0.04%Q2 2018Q3 202322
BROWN BROTHERS HARRIMAN & CO 1710.00%0.00%0.00%Q3 2014Q3 202322
Sheaff Brock Investment Advisors, LLC 1430.02%0.05%0.09%Q4 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.11%0.37%Q3 2018Q3 202321
QUATTRO FINANCIAL ADVISORS LLC 1410.06%2.04%4.46%Q3 2017Q3 202321
AMERICAN CENTURY COMPANIES INC 1470.00%0.01%0.03%Q2 2016Q4 202121
Fieldpoint Private Securities, LLC 2010.23%0.30%0.47%Q1 2017Q2 202221
Compagnie Lombard Odier SCmA 1610.00%0.01%0.04%Q4 2013Q3 202321
BROWN ADVISORY INC 1910.00%0.00%0.01%Q4 2016Q3 202321
Perigon Wealth Management, LLC 1310.02%0.03%0.05%Q3 2011Q3 202321
NOMURA ASSET MANAGEMENT CO LTD 810.00%0.01%0.05%Q1 2016Q3 202321
IPG Investment Advisors LLC 1310.04%0.17%0.36%Q3 2014Q4 202221
Cavalier Investments, LLC 1910.01%5.43%17.11%Q3 2015Q2 202321
Concorde Asset Management, LLC 710.27%0.92%3.92%Q1 2015Q4 202121
Covington Capital Management 21210.00%0.00%0.01%Q3 2017Q3 202221
PRELUDE CAPITAL MANAGEMENT, LLC 810.00%0.05%0.25%Q3 2016Q3 202321
First Command Bank 11100.00%0.01%0.03%Q4 2016Q2 202321
HOLLENCREST CAPITAL MANAGEMENT 1640.00%1.33%3.40%Q1 2014Q3 202321
Community Bank, N.A. 2010.00%0.03%0.04%Q4 2017Q3 202321
Balentine LLC 1210.00%0.00%0.01%Q1 2015Q3 202321
BerganKDV Wealth Management, LLC 21210.01%0.02%0.03%Q2 2018Q2 202321
SUN LIFE FINANCIAL INC 21210.07%2.73%7.78%Q3 2013Q3 201821
TRUSTCORE FINANCIAL SERVICES, LLC 21210.01%0.04%0.08%Q4 2017Q4 202221
PRIVATE ASSET MANAGEMENT INC 1470.04%0.06%0.11%Q2 2018Q3 202321
PARAMETRIC PORTFOLIO ASSOCIATES LLC 21210.00%0.00%0.01%Q1 2017Q1 202221
FORVIS Wealth Advisors, LLC 21210.08%0.15%0.25%Q3 2018Q3 202321
First Command Financial Services, Inc. 11100.00%0.01%0.03%Q4 2016Q2 202321
TRUST DEPARTMENT MB FINANCIAL BANK N A 21210.00%0.02%0.13%Q1 2014Q1 201921
Salomon & Ludwin, LLC 20201.78%2.95%3.90%Q4 2018Q3 202320
TrinityPoint Wealth, LLC 20200.48%0.65%0.90%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.02%0.06%Q4 2018Q3 202320
WESTWOOD HOLDINGS GROUP INC 1620.01%0.04%0.06%Q2 2015Q4 202020
WealthOne, LLC 20200.18%3.39%4.40%Q4 2018Q3 202320
ALPINE WOODS CAPITAL INVESTORS, LLC 20200.04%0.36%0.65%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.01%0.02%0.05%Q4 2018Q3 202320
Eukles Asset Management 20200.00%0.00%0.00%Q4 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.33%0.48%0.57%Q4 2018Q3 202320
PUBLIC SECTOR PENSION INVESTMENT BOARD 810.01%0.07%0.40%Q3 2013Q4 202220
CENTRAL BANK & TRUST CO 1910.00%0.29%0.62%Q1 2017Q3 202320
Magnus Financial Group LLC 20200.04%0.12%0.26%Q4 2018Q3 202320
Farmers & Merchants Trust Co of Chambersburg PA 20200.02%0.66%1.26%Q4 2018Q3 202320
American Portfolios Advisors 20200.12%0.18%0.23%Q4 2017Q3 202220
RPg Family Wealth Advisory, LLC 810.01%0.21%0.41%Q1 2016Q1 202220
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.18%0.43%0.89%Q4 2014Q3 201920
SEGALL BRYANT & HAMILL, LLC 1460.01%0.01%0.02%Q2 2018Q2 202320
Truvestments Capital LLC 1910.03%0.14%0.23%Q3 2018Q3 202320
Newfound Research LLC 1011.05%2.50%5.97%Q4 2015Q3 202220
Stratos Wealth Advisors, LLC 20200.03%0.12%0.28%Q4 2018Q3 202320
Freedom Investment Management, Inc. 810.02%0.12%0.39%Q4 2014Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.06%0.27%0.62%Q4 2018Q3 202320
SIMPLEX TRADING, LLC 810.00%0.04%0.40%Q4 2015Q3 202320
PUTNAM INVESTMENTS LLC 1020.02%0.08%0.13%Q3 2014Q4 202020
FinTrust Capital Advisors, LLC 20200.00%0.02%0.04%Q4 2018Q3 202320
Robertson Stephens Wealth Management, LLC 20200.32%1.12%3.33%Q4 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.05%0.35%0.87%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.03%0.06%0.11%Q4 2018Q3 202320
Frisch Financial Group, Inc. 20200.13%0.30%0.78%Q4 2018Q3 202320
Private Wealth Advisors, LLC 20200.36%1.50%5.11%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.02%0.04%0.18%Q4 2018Q3 202320
Full Sail Capital, LLC 20200.14%1.18%2.09%Q4 2018Q3 202320
STRATEGIC WEALTH MANAGEMENT INC 1311.25%4.54%7.42%Q1 2014Q4 202120
Laurel Wealth Advisors LLC 20200.04%0.10%0.21%Q4 2018Q3 202320
Meridian Wealth Advisors, LLC 20200.10%0.15%0.23%Q4 2018Q3 202320
MONTAG A & ASSOCIATES INC 1410.01%0.02%0.04%Q4 2015Q3 202320
BBT Capital Management, LLC 18180.12%0.77%1.84%Q2 2013Q3 201720
9258 Wealth Management, LLC 20200.09%0.24%0.42%Q4 2018Q3 202320
Main Management LLC 1010.02%2.43%4.46%Q2 2013Q3 202320
Parkside Financial Bank & Trust 1120.00%0.06%0.20%Q1 2015Q3 202320
BRAVE ASSET MANAGEMENT INC 20201.23%2.95%4.68%Q4 2018Q3 202320
Archer Investment Corp 20200.04%0.07%0.09%Q4 2018Q3 202320
SIMON QUICK ADVISORS, LLC 1210.01%0.03%0.07%Q4 2016Q4 202220
Cranbrook Wealth Management, LLC 19190.01%0.03%0.04%Q1 2019Q3 202319
CITIZENS FINANCIAL GROUP INC/RI 19190.00%0.00%0.01%Q4 2015Q2 202019
Waldron Private Wealth LLC 1410.02%0.04%0.15%Q4 2015Q3 202319
Rockefeller Capital Management L.P. 19190.03%0.09%0.13%Q1 2019Q3 202319
TSFG, LLC 19190.18%0.64%1.62%Q1 2019Q3 202319
Bowling Portfolio Management LLC 1220.04%0.23%0.41%Q4 2013Q4 201919
FULTON BANK, N.A. 1720.01%0.04%0.08%Q1 2018Q4 202319
Partnervest Advisory Services LLC 710.00%0.29%1.02%Q2 2013Q3 202019
First National Bank of South Miami 19190.12%0.23%0.44%Q4 2018Q2 202319
CPWM, LLC 19190.05%0.06%0.12%Q1 2018Q3 202219
PINNACLE FINANCIAL PARTNERS INC 1630.00%0.03%0.14%Q4 2014Q3 202319
Intersect Capital LLC 1720.05%0.09%0.12%Q4 2014Q2 202219
Western Wealth Management, LLC 1180.08%0.14%0.23%Q4 2018Q3 202319
AGF Investments LLC 19190.00%2.32%5.53%Q1 2018Q3 202219
Integrated Wealth Concepts LLC 19190.03%0.12%1.34%Q1 2019Q3 202319
Allen Investment Management, LLC 19190.01%0.01%0.01%Q1 2019Q3 202319
CAMBRIDGE TRUST CO 830.01%0.03%0.08%Q4 2016Q3 202319
WRAPMANAGER INC 1010.07%1.61%5.23%Q3 2012Q2 201919
Moisand Fitzgerald Tamayo, LLC 1520.00%0.00%0.00%Q4 2015Q2 202219
INNEALTA CAPITAL, LLC 1722.11%4.17%7.53%Q4 2018Q3 202319
1834 INVESTMENT ADVISORS CO 19190.01%0.02%0.06%Q4 2017Q2 202219
Joseph P. Lucia & Associates, LLC 19190.01%0.43%0.62%Q1 2019Q3 202319
Meristem Family Wealth, LLC 840.06%0.08%0.15%Q1 2017Q1 202219
Altshuler Shaham Ltd 19190.02%0.10%0.33%Q1 2018Q3 202219
DENVER INVESTMENT ADVISORS LLC 19190.01%0.02%0.03%Q3 2013Q1 201819
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.01%0.15%2.30%Q3 2018Q3 202319
FMA ADVISORY INC 1610.18%0.22%0.26%Q2 2015Q3 202119
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.02%0.03%Q1 2019Q3 202319
CUMBERLAND ADVISORS INC 810.66%2.92%4.62%Q2 2013Q3 202319
Trek Financial, LLC 19190.22%0.87%1.50%Q1 2019Q3 202319
Verition Fund Management LLC 810.01%0.06%0.61%Q4 2013Q3 202319
Evolution Wealth Advisors, LLC 1450.01%1.60%3.45%Q4 2018Q3 202319
Hillswick Asset Management, LLC 18184.82%7.39%8.33%Q4 2014Q1 201918
StoneX Group Inc. 1710.09%0.44%1.20%Q2 2017Q4 202118
Foundations Investment Advisors, LLC 1220.03%1.70%8.15%Q2 2018Q3 202318
FIRST BUSINESS FINANCIAL SERVICES, INC. 740.06%1.51%5.25%Q2 2013Q3 202318
Smart Portfolios, LLC 1312.21%5.56%10.39%Q1 2014Q4 202118
Dougherty Wealth Advisers LLC 18180.18%0.88%1.58%Q4 2018Q1 202318
Commonwealth Equity Services, Inc 18180.05%0.14%0.22%Q2 2013Q3 201718
Patriot Wealth Management, Inc. 18181.18%1.80%2.26%Q4 2013Q1 201818
Keel Point, LLC 410.02%0.47%1.66%Q4 2015Q3 202318
NATIONAL PLANNING CORP 18180.02%0.12%0.48%Q2 2013Q3 201718
DAVIDSON & GARRARD INC 18180.16%0.25%0.38%Q2 2013Q3 201718
Valmark Advisers, Inc. 1440.00%0.02%0.03%Q1 2019Q3 202318
OneDigital Investment Advisors LLC 940.01%0.08%0.42%Q2 2017Q3 202318
TORONTO DOMINION BANK 610.00%0.01%0.08%Q1 2016Q4 202218
AVIANCE CAPITAL MANAGEMENT, LLC 1510.01%1.02%2.69%Q4 2013Q1 201918
Accuvest Global Advisors 1320.12%1.89%3.33%Q2 2013Q4 202118
Dorsey Wright & Associates 510.33%2.46%5.58%Q2 2013Q3 202318
Florin Court Capital LLP 810.67%6.01%12.44%Q4 2016Q3 202218
Aveo Capital Partners, LLC 1440.04%0.59%1.75%Q1 2019Q3 202318
Cypress Capital Management LLC (WY) 1710.06%0.30%0.66%Q4 2014Q4 202118
Rothschild Capital Partners, LLC 610.22%1.90%6.25%Q4 2014Q3 202318
BURNS J W & CO INC/NY 18180.06%0.09%0.12%Q2 2019Q3 202318
Aptus Capital Advisors, LLC 16160.00%0.32%2.78%Q4 2019Q3 202318
HoyleCohen, LLC 18180.05%0.07%0.09%Q2 2019Q3 202318
SVB WEALTH LLC 18180.03%0.04%0.05%Q2 2019Q3 202318
LEUTHOLD GROUP, LLC 1620.02%0.09%0.18%Q1 2018Q3 202318
Ancora Advisors LLC 1610.00%0.00%0.00%Q4 2016Q3 202318
Argent Trust Co 1350.02%0.03%0.06%Q4 2018Q3 202318
Affiance Financial, LLC 820.00%0.20%0.73%Q4 2014Q4 202218
Realta Investment Advisors 1440.09%0.11%0.15%Q1 2019Q3 202318
BOOTHBAY FUND MANAGEMENT, LLC 730.01%0.10%0.43%Q1 2016Q3 202318
Front Row Advisors LLC 18180.01%0.01%0.06%Q2 2018Q3 202218
UBS AG 660.00%0.07%0.21%Q2 2013Q3 201418
TRAIN BABCOCK ADVISORS LLC 1710.88%1.11%1.48%Q2 2013Q4 201718
Sound Income Strategies, LLC 1510.00%0.00%0.01%Q4 2017Q2 202318
Semmax Financial Advisors Inc. 1710.00%0.03%0.46%Q4 2018Q3 202318
Legacy Private Trust Co. 1440.02%0.51%0.84%Q3 2013Q3 202318
Windham Capital Management, LLC 1440.04%0.08%0.13%Q1 2019Q3 202318
Vestmark Advisory Solutions, Inc. 18180.44%0.79%1.24%Q1 2019Q2 202318
Banco Santander, S.A. 710.01%0.05%0.12%Q4 2016Q3 202318
CX Institutional 1510.26%0.70%1.27%Q4 2018Q3 202318
Fulcrum Equity Management 1440.23%0.53%1.87%Q1 2019Q3 202318
APPLETON PARTNERS INC/MA 1520.03%0.04%0.08%Q3 2019Q4 202317
Weatherstone Capital Management 1410.09%0.62%1.60%Q4 2013Q1 201917
Telos Capital Management, Inc. 17170.45%0.49%0.56%Q3 2014Q3 201817
BOURGEON CAPITAL MANAGEMENT LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
Integrated Advisors Network LLC 16160.00%0.14%0.40%Q4 2019Q3 202317
Edgestream Partners, L.P. 710.04%0.24%0.91%Q2 2014Q2 202317
SteelPeak Wealth, LLC 16160.01%0.13%0.33%Q4 2019Q3 202317
Stockman Wealth Management, Inc. 1520.23%0.38%0.62%Q3 2016Q3 202317
DUMONT & BLAKE INVESTMENT ADVISORS LLC 980.10%0.22%0.74%Q2 2013Q3 201717
MYCIO WEALTH PARTNERS, LLC 1430.00%0.01%0.05%Q2 2013Q4 201917
AlphaStar Capital Management, LLC 620.03%0.55%2.82%Q3 2018Q3 202317
Homrich & Berg 1610.02%0.02%0.03%Q2 2017Q3 202117
PFG Advisors 1320.02%0.11%0.25%Q4 2017Q3 202317
Heritage Wealth Advisors 17170.00%0.01%0.05%Q3 2018Q3 202217
UMB Bank, n.a. 1010.00%0.01%0.02%Q3 2014Q3 202317
Concert Wealth Management Inc. 17170.10%0.20%0.31%Q2 2013Q2 201717
HL FINANCIAL SERVICES LLC 1210.05%0.09%0.14%Q2 2013Q1 201917
Arrow Investment Advisors, LLC 413.26%5.01%5.99%Q2 2013Q3 202317
Allred Capital Management, LLC 1610.10%0.37%0.64%Q4 2018Q2 202317
Transform Wealth, LLC 1130.03%0.17%0.94%Q2 2016Q4 202217
Financial Gravity Asset Management, Inc. 810.00%0.04%0.13%Q2 2018Q3 202317
Dorsey & Whitney Trust CO LLC 1520.06%0.13%0.20%Q2 2019Q3 202317
WFG Advisors, LP 17170.11%0.29%0.95%Q2 2013Q2 201717
WEALTHSOURCE PARTNERS, LLC 1010.02%0.29%1.42%Q4 2017Q3 202217
Avior Wealth Management, LLC 1610.00%0.04%0.15%Q1 2015Q3 202317
Richard Bernstein Advisors LLC 1410.00%2.12%7.74%Q2 2013Q2 202117
Tidal Investments LLC 17170.01%0.09%0.32%Q2 2019Q2 202317
Invst, LLC 1511.31%2.78%5.36%Q2 2017Q3 202317
FAGAN ASSOCIATES, INC. 17170.08%0.10%0.12%Q3 2019Q3 202317
Hillcrest Wealth Advisors - NY, LLC 17170.13%0.21%0.26%Q4 2018Q4 202217
6 Meridian 17170.09%0.17%0.29%Q4 2017Q4 202117
Bedel Financial Consulting, Inc. 17170.06%0.07%0.10%Q1 2018Q1 202217
COMMERZBANK AKTIENGESELLSCHAFT /FI 1320.00%1.12%3.15%Q2 2013Q3 201917
Global Wealth Management Investment Advisory, Inc. 1520.00%0.01%0.10%Q4 2018Q3 202317
Qube Research & Technologies Ltd 710.01%0.45%4.15%Q1 2018Q3 202317
Stonebridge Capital Advisors LLC 1150.01%0.01%0.01%Q2 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.06%0.09%0.12%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.04%0.10%0.19%Q4 2019Q3 202316
Keebeck Wealth Management, LLC 16161.02%2.56%4.18%Q4 2019Q3 202316
ARROWGRASS CAPITAL PARTNERS (US) LP 410.00%0.02%0.17%Q1 2015Q3 201716
CAROLINAS WEALTH CONSULTING LLC 16160.00%0.02%0.07%Q4 2019Q3 202316
Regent Peak Wealth Advisors LLC 16160.11%0.13%0.16%Q4 2019Q3 202316
EPG Wealth Management LLC 16160.18%0.43%1.12%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.04%0.09%0.11%Q4 2019Q3 202316
Optas, LLC 16160.22%0.36%0.58%Q4 2019Q3 202316
HARRELL INVESTMENT PARTNERS, LLC 16161.25%2.06%2.96%Q4 2019Q3 202316
Element Wealth, LLC 16160.13%0.18%0.30%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.01%0.07%0.30%Q4 2019Q3 202316
Stonebridge Financial Planning Group, LLC 16161.28%1.91%2.19%Q4 2019Q3 202316
Mattern Wealth Management LLC 16160.12%0.29%0.64%Q4 2019Q3 202316
MAGNOLIA CAPITAL MANAGEMENT LTD 16161.67%2.70%3.79%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.01%0.02%0.02%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.11%0.22%0.31%Q4 2019Q3 202316
Bank of Marin 16161.46%1.81%2.20%Q4 2019Q3 202316
FIDUCIARY TRUST CO 16160.01%0.01%0.02%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.03%0.09%0.21%Q4 2019Q3 202316
Laidlaw Wealth Management LLC 16160.16%0.53%1.02%Q4 2019Q3 202316
Beacon Financial Advisory LLC 16160.25%0.50%0.58%Q4 2019Q3 202316
SkyOak Wealth, LLC 16160.06%0.60%1.84%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.87%2.26%3.54%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.03%0.04%0.05%Q4 2019Q3 202316
Heartwood Wealth Advisors LLC 16160.12%0.25%0.54%Q4 2019Q3 202316
FIRST WILSHIRE SECURITIES MANAGEMENT INC 16160.13%0.28%0.38%Q4 2019Q3 202316
HBW ADVISORY SERVICES LLC 1420.15%0.32%1.22%Q3 2019Q3 202316
FIRST HAWAIIAN BANK 16160.01%0.01%0.02%Q3 2018Q2 202216
Clear Creek Financial Management, LLC 1010.06%0.12%0.23%Q2 2019Q3 202316
Aspire Private Capital, LLC 1330.00%0.30%2.59%Q4 2018Q3 202316
D. E. Shaw & Co., Inc. 410.00%0.01%0.07%Q4 2015Q1 202316
Kore Private Wealth LLC 16161.01%1.30%1.80%Q4 2018Q3 202216
Beacon Pointe Advisors, LLC 1410.01%0.05%0.09%Q2 2019Q3 202316
HYMAN CHARLES D 16160.02%0.03%0.03%Q4 2019Q3 202316
NOESIS CAPITAL MANGEMENT CORP 1240.10%0.12%0.15%Q1 2015Q4 202016
Biltmore Family Office, LLC 16160.01%0.02%0.17%Q4 2019Q3 202316
55I, LLC 16160.17%0.31%0.63%Q4 2018Q3 202216
WealthShield Partners, LLC 830.00%0.20%1.15%Q1 2018Q3 202316
Wagner Wealth Management, LLC 1240.01%0.01%0.03%Q4 2017Q3 202316
Baystate Wealth Management LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Ascent Wealth Partners, LLC 16160.83%1.29%2.04%Q3 2018Q2 202216
PIN OAK INVESTMENT ADVISORS INC 1060.01%0.02%0.04%Q4 2017Q3 202316
Risk Paradigm Group, LLC 16160.16%1.03%2.58%Q1 2015Q4 201816
Advisory Alpha, LLC 1330.01%1.10%1.71%Q3 2019Q3 202316
IndexIQ Advisors LLC 16160.00%0.07%0.19%Q4 2015Q3 201916
Coyle Financial Counsel LLC 1510.11%0.41%0.55%Q4 2013Q1 201816
HBK Sorce Advisory LLC 1310.01%0.02%0.03%Q4 2018Q3 202316
Verity Asset Management, Inc. 730.20%2.19%7.62%Q1 2015Q1 202216
JANICZEK WEALTH MANAGEMENT, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Joel Isaacson & Co., LLC 16160.05%0.05%0.06%Q1 2015Q4 201816
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1510.00%0.01%0.05%Q1 2018Q2 202316
STEPH & CO 16160.01%0.01%0.02%Q4 2019Q3 202316
Mathes Company, Inc. 1421.02%1.16%1.37%Q3 2019Q3 202316
FINANCIAL CONSULATE, INC 16160.10%0.14%0.16%Q4 2019Q3 202316
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
NWAM LLC 1060.02%0.19%0.37%Q4 2018Q3 202316
Worth Venture Partners, LLC 960.20%0.73%1.72%Q1 2017Q4 202015
Executive Wealth Management, LLC 1230.01%0.03%0.05%Q4 2018Q3 202315
Prime Capital Investment Advisors, LLC 820.00%0.11%0.66%Q3 2019Q3 202315
Avion Wealth 15150.01%0.02%0.03%Q1 2020Q3 202315
Faithward Advisors, LLC 15150.00%0.01%0.01%Q4 2019Q2 202315
ZEKE CAPITAL ADVISORS, LLC 15150.02%0.03%0.07%Q2 2019Q4 202215
BRR OpCo, LLC 15150.07%0.23%0.47%Q1 2019Q3 202215
OSAIC HOLDINGS, INC. 15150.06%0.13%0.22%Q1 2020Q3 202315
Bison Wealth, LLC 1110.03%0.08%0.19%Q4 2015Q3 202315
Personal Capital Advisors Corp 1410.00%0.00%0.02%Q4 2016Q4 202215
SANDERS MORRIS HARRIS LLC 730.06%0.21%1.63%Q1 2016Q4 202115
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1210.71%2.92%6.69%Q3 2016Q2 202315
Arete Wealth Advisors, LLC 1210.02%0.15%0.96%Q1 2015Q2 202315
Altium Wealth Management LLC 870.02%0.07%0.32%Q2 2018Q2 202215
Grassi Investment Management 1410.11%0.13%0.16%Q1 2019Q3 202315
J.W. COLE ADVISORS, INC. 870.11%0.27%0.73%Q4 2019Q3 202315
Visionary Asset Management, Inc. 610.00%0.30%0.62%Q2 2013Q3 201815
GIRARD PARTNERS LTD. 810.03%0.09%0.26%Q4 2017Q3 202315
FIRST FOUNDATION ADVISORS 15150.02%0.02%0.03%Q1 2020Q3 202315
Clearstead Advisors, LLC 15150.00%0.01%0.03%Q1 2020Q3 202315
MCF Advisors LLC 710.00%0.00%0.00%Q4 2015Q3 202315
MACQUARIE GROUP LTD 1410.00%0.00%0.01%Q1 2015Q3 202315
IBERIABANK CORP 15150.09%0.13%0.20%Q4 2016Q2 202015
TUDOR INVESTMENT CORP ET AL 810.01%0.97%10.31%Q2 2013Q3 202315
Csenge Advisory Group 1410.02%0.07%0.19%Q2 2018Q3 202315
Anfield Capital Management, LLC 1140.02%3.68%9.25%Q4 2019Q3 202315
Disciplined Investments, LLC 15150.00%0.02%0.04%Q4 2019Q2 202315
Ranch Capital Advisors Inc. 1050.12%0.20%0.41%Q3 2019Q3 202315
BARINGS LLC 1230.01%0.03%0.06%Q2 2013Q2 202115
MITCHELL SINKLER & STARR/PA 15150.27%0.63%1.30%Q4 2019Q2 202315
JFS WEALTH ADVISORS, LLC 910.00%0.01%0.02%Q4 2015Q3 202315
PETERSON WEALTH MANAGEMENT 1050.28%1.92%3.84%Q4 2019Q3 202315
MSI Financial Services Inc 15150.11%0.29%0.68%Q2 2013Q4 201615
Graypoint LLC 15151.20%1.72%2.12%Q1 2020Q3 202315
GeoWealth Management, LLC 1410.06%0.79%1.90%Q3 2019Q3 202315
Cordasco Financial Network 15150.04%0.05%0.05%Q4 2018Q2 202215
Delphi Private Advisors LLC 15150.03%0.11%0.47%Q4 2015Q2 201915
Rice Partnership, LLC 15150.01%0.03%0.04%Q1 2020Q3 202315
NIPPON LIFE INSURANCE CO 15150.87%2.11%2.74%Q3 2016Q1 202015
WOLVERINE ASSET MANAGEMENT LLC 820.00%0.01%0.09%Q2 2013Q3 201915
Seven Springs Wealth Group, LLC 15150.12%0.16%0.28%Q1 2020Q3 202315
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1410.01%0.02%0.06%Q4 2019Q3 202315
Ifrah Financial Services, Inc. 1320.04%0.13%0.17%Q1 2018Q1 202215
HEADINVEST, LLC 1110.03%0.06%0.08%Q2 2018Q3 202315
Sage Capital Advisors,llc 15150.13%0.18%0.29%Q1 2020Q3 202315
F3Logic, LLC 1140.06%0.42%0.61%Q1 2019Q4 202215
PICTET BANK & TRUST Ltd 15150.25%0.30%0.38%Q2 2015Q4 201815
Ken Stern & Associates, Inc. 15153.16%3.74%5.13%Q1 2015Q3 201815
Capital Advisors, Ltd. LLC 15150.20%0.27%0.32%Q1 2020Q3 202315
ALERUS FINANCIAL NA 410.04%0.59%1.27%Q4 2017Q3 202315
RMB Capital Management, LLC 15150.02%0.05%0.09%Q2 2017Q4 202015
Friedenthal Financial 710.13%2.85%6.02%Q1 2015Q4 202115
INVESTMENT CENTERS OF AMERICA INC 1140.04%0.19%0.54%Q2 2013Q3 201715
Hartford Financial Management Inc. 1140.00%0.00%0.00%Q2 2015Q3 202315
Ensign Peak Advisors, Inc 1140.00%0.02%0.04%Q4 2019Q3 202315
Advisor Group, Inc. 15150.09%0.13%0.20%Q2 2016Q4 201915
MATHER GROUP, LLC. 15152.02%3.93%6.51%Q2 2013Q4 201615
Independence Bank of Kentucky 1220.02%0.03%0.06%Q3 2019Q3 202314
TIAA CREF TRUST CO FSB/MO 1040.01%0.03%0.05%Q2 2013Q1 201714
Bay Rivers Group 14140.24%1.41%2.73%Q2 2020Q3 202314
Ballentine Partners, LLC 720.00%0.01%0.01%Q3 2016Q3 202314
USA FINANCIAL FORMULAS 950.05%0.12%0.22%Q4 2017Q4 202114
Ellis Investment Partners, LLC 14140.00%0.01%0.01%Q2 2019Q3 202214
DIVIDEND ASSETS CAPITAL, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
MBM Wealth Consultants, LLC 14140.00%0.00%0.00%Q4 2018Q1 202214
Virtu KCG Holdings LLC 730.00%0.02%0.06%Q3 2013Q2 201714
Karp Capital Management Corp 1110.02%2.08%3.35%Q4 2014Q2 202214
CAPITAL INSIGHT PARTNERS, LLC 14140.27%0.50%0.92%Q2 2020Q3 202314
Gladstone Institutional Advisory LLC 1130.07%0.17%0.34%Q4 2018Q3 202314
Campbell Wealth Management 14140.03%0.04%0.06%Q2 2020Q3 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.01%0.01%0.02%Q2 2013Q3 201614
Pacific Wealth Strategies Group, Inc. 14140.20%0.30%0.64%Q4 2018Q1 202214
BANQUE PICTET & CIE SA 520.00%0.02%0.03%Q1 2014Q1 202214
EATON VANCE MANAGEMENT 710.00%0.00%0.02%Q2 2017Q3 202214
GRIMES & COMPANY, INC. 1220.02%0.97%1.40%Q2 2019Q3 202314
D.B. Root & Company, LLC 770.37%0.52%0.68%Q1 2018Q4 202114
Moneda S.A. Administradora General de Fondos 14140.46%1.01%1.64%Q4 2019Q1 202314
AMG National Trust Bank 14140.07%0.10%0.12%Q2 2020Q3 202314
STEVENS CAPITAL MANAGEMENT LP 610.02%0.51%1.84%Q4 2015Q4 202214
Laurel Wealth Advisors, Inc. 14140.04%0.09%0.23%Q3 2019Q4 202214
Independent Order of Foresters 14140.91%1.06%1.18%Q2 2020Q3 202314
TCTC Holdings, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
ROCKLAND TRUST CO 710.01%0.03%0.09%Q4 2017Q3 202314
HRT FINANCIAL LP 310.00%0.45%2.12%Q2 2016Q3 202314
PETTYJOHN, WOOD & WHITE, INC 1130.08%0.26%0.38%Q4 2014Q3 202314
Haverford Trust Co 1040.00%0.00%0.01%Q4 2016Q4 202214
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 14140.01%0.06%0.14%Q4 2019Q1 202314
LBA Wealth Management, LLC 14140.04%0.09%0.17%Q4 2013Q1 201714
Wambolt & Associates, LLC 14140.08%0.13%0.20%Q2 2020Q3 202314
Canton Hathaway, LLC 1220.02%0.43%0.74%Q1 2019Q3 202314
Mosaic Family Wealth, LLC 14140.01%0.01%0.02%Q4 2015Q1 201914
GAM Holding AG 14140.04%0.06%0.10%Q2 2013Q3 201614
E&G Advisors, LP 14140.13%0.22%0.26%Q2 2020Q3 202314
TRANSCEND CAPITAL ADVISORS, LLC 950.30%0.46%0.68%Q1 2020Q3 202314
Terra Nova Asset Management LLC 1221.46%2.36%3.31%Q3 2018Q3 202314
IEQ CAPITAL, LLC 14140.01%0.02%0.09%Q2 2020Q3 202314
Livingston Group Asset Management CO (operating as Southport Capital Management) 1210.03%0.15%0.26%Q2 2016Q4 202114
Capula Management Ltd 510.03%0.22%1.20%Q4 2020Q1 202314
Royal Fund Management, LLC 14140.00%0.00%0.01%Q4 2016Q1 202014
Asset Management One Co., Ltd. 860.01%0.02%0.03%Q4 2016Q3 202314
Providence Capital Advisors, LLC 610.00%0.01%0.05%Q4 2017Q3 202313
MOORE CAPITAL MANAGEMENT, LP 610.02%0.28%0.85%Q3 2013Q1 202113
Larson Financial Group LLC 760.00%0.01%0.04%Q1 2020Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.02%0.04%0.06%Q2 2013Q2 201613
Keystone Financial Group 13130.03%0.09%0.12%Q1 2019Q1 202213
PhaseCapital LP 940.02%7.17%14.01%Q4 2014Q3 201813
Itau Unibanco Holding S.A. 820.01%0.56%1.43%Q3 2016Q3 202313
Laurion Capital Management LP 710.00%0.08%0.45%Q4 2015Q3 202313
NAPLES GLOBAL ADVISORS, LLC 1030.03%0.04%0.05%Q2 2020Q3 202313
EASTERN BANK 1210.01%0.84%1.49%Q1 2015Q4 202213
NATIXIS ADVISORS, L.P. 1030.01%0.10%0.21%Q2 2013Q3 201813
Newbridge Financial Services Group, Inc. 13130.24%0.45%0.75%Q3 2020Q3 202313
Lindbrook Capital, LLC 850.00%0.00%0.01%Q2 2020Q3 202313
Glassman Wealth Services 1210.00%0.01%0.04%Q3 2016Q3 202313
EVERETT HARRIS & CO /CA/ 13130.00%0.00%0.01%Q3 2020Q3 202313
PEDDOCK CAPITAL ADVISORS, LLC 1110.02%0.02%0.03%Q3 2016Q4 202013
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 720.12%0.15%0.19%Q2 2018Q4 202113
SALEM INVESTMENT COUNSELORS INC 620.00%0.00%0.00%Q2 2019Q3 202313
SeaCrest Wealth Management, LLC 620.01%0.02%0.06%Q4 2017Q3 202313
Founders Financial Alliance, LLC 13130.04%0.08%0.11%Q3 2020Q3 202313
Global Financial Private Capital, Inc 13130.00%0.11%0.45%Q2 2017Q2 202013
INVESTMENT MANAGEMENT OF VIRGINIA LLC 13130.22%0.29%0.34%Q1 2020Q1 202313
Fiduciary Group LLC 13130.04%0.04%0.06%Q3 2020Q3 202313
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
New Capital Management LP 13130.02%0.03%0.06%Q4 2016Q4 201913
Hexagon Capital Partners LLC 13130.03%0.04%0.05%Q3 2020Q3 202313
SUNFLOWER BANK, NA WEALTH MANAGEMENT 850.05%0.85%2.84%Q4 2014Q3 201813
PACIFIC SUN FINANCIAL CORP 610.20%0.30%0.75%Q4 2017Q2 202313
Virtus Fund Advisers, LLC 13130.00%0.00%0.01%Q2 2014Q2 201713
Kestra Advisory Services, LLC 13130.02%0.04%0.10%Q3 2020Q3 202313
Advanced Asset Management Advisors Inc 13130.00%0.00%0.00%Q3 2020Q3 202313
Fort Point Capital Partners LLC 990.14%0.25%0.53%Q3 2021Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.06%0.10%0.15%Q3 2020Q3 202313
Mizuho Bank, Ltd. 311.40%5.29%13.64%Q4 2013Q1 201913
SouthState Corp 13130.00%0.01%0.01%Q3 2020Q3 202313
Bell Rock Capital LLC 13130.00%0.02%0.04%Q4 2016Q4 201913
MILLIE CAPITAL MANAGEMENT, LLC 13131.67%4.60%5.73%Q4 2014Q4 201713
Secure Asset Management, LLC 1010.06%0.40%0.98%Q4 2019Q3 202313
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 13130.09%2.04%2.86%Q4 2014Q4 201713
Key FInancial Inc 1210.01%0.02%0.02%Q1 2020Q3 202313
TCI Wealth Advisors, Inc. 810.00%0.00%0.01%Q2 2014Q4 202213
Hall Kathryn A. 13130.34%0.54%0.92%Q3 2020Q3 202313
tru Independence LLC 1210.02%0.38%0.54%Q4 2019Q3 202313
Maryland Capital Management 1110.02%0.03%0.05%Q4 2016Q3 202213
LUCAS CAPITAL MANAGEMENT 13130.53%1.81%2.98%Q4 2017Q4 202013
Meridian Wealth Management, LLC 1210.01%0.35%0.56%Q2 2019Q3 202313
Point72 Asset Management, L.P. 310.00%0.01%0.06%Q4 2014Q3 202313
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 620.97%3.24%6.80%Q4 2014Q3 202313
CREDIT AGRICOLE S A 750.01%0.04%0.09%Q4 2014Q3 202313
Crewe Advisors LLC 810.00%0.02%0.08%Q4 2017Q3 202313
Virtus Investment Advisers, Inc. 1030.11%9.90%18.89%Q2 2013Q4 201613
KANALY TRUST CO 13130.01%0.01%0.01%Q4 2013Q4 201613
BlueCrest Capital Management Ltd 710.03%0.20%0.57%Q4 2014Q3 201913
Parker Investment Management, LLC 620.02%3.74%13.12%Q1 2016Q4 202113
SevenBridge Financial Group, LLC 13130.01%0.02%0.03%Q2 2016Q2 201913
Clal Insurance Enterprises Holdings Ltd 850.04%2.67%6.37%Q4 2014Q3 202313
Brand Asset Management Group, Inc. 12120.06%0.07%0.08%Q2 2018Q1 202112
Landsberg, Bennett, & Dubbaneh LLC 12120.04%0.30%0.76%Q4 2018Q3 202112
Main Street Financial Solutions, LLC 12120.05%0.07%0.10%Q4 2020Q3 202312
Apollon Wealth Management, LLC 1110.02%0.05%0.07%Q2 2020Q3 202312
CreativeOne Wealth, LLC 12120.05%0.12%0.18%Q4 2020Q3 202312
MONETA GROUP INVESTMENT ADVISORS LLC 1110.01%0.02%0.03%Q2 2018Q3 202312
FULTON BREAKEFIELD BROENNIMAN LLC 1020.68%0.82%1.26%Q2 2013Q2 201812
Private Portfolio Partners LLC 12120.06%0.08%0.11%Q4 2020Q3 202312
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1110.06%0.33%0.53%Q4 2019Q3 202312
Titus Wealth Management 12120.39%0.56%0.76%Q3 2019Q2 202212
Shulman DeMeo Asset Management LLC 610.07%0.31%0.67%Q4 2018Q3 202312
WASHINGTON TRUST BANK 610.00%0.02%0.14%Q1 2014Q4 201812
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.02%0.03%Q4 2016Q3 201912
BRADLEY FOSTER & SARGENT INC/CT 910.01%0.01%0.02%Q1 2015Q3 202312
Carmichael Hill & Associates, Inc. 12120.01%0.04%0.08%Q4 2020Q3 202312
Peak Asset Management, LLC 620.08%0.17%0.24%Q1 2015Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.02%0.04%Q4 2018Q3 202112
Modera Wealth Management, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Aries Wealth Management 510.08%0.11%0.16%Q2 2019Q3 202312
ROWLAND CARMICHAEL ADVISORS INC /ADV 510.01%0.27%0.66%Q1 2016Q4 202012
LAKE STREET PRIVATE WEALTH, LLC 12120.08%0.10%0.12%Q4 2020Q3 202312
Golden State Wealth Management, LLC 930.19%0.29%0.39%Q1 2019Q1 202212
Berman Capital Advisors, LLC 12120.02%0.02%0.05%Q4 2018Q3 202112
Icon Wealth Partners, LLC 510.00%0.03%0.16%Q4 2017Q3 202312
Parisi Gray Wealth Management 610.08%0.13%0.25%Q4 2017Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.06%0.09%0.16%Q4 2018Q3 202112
Horizon Investments, LLC 1010.02%0.34%3.34%Q1 2015Q3 202312
MAI Capital Management 12120.02%0.05%0.07%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.02%0.04%Q2 2013Q1 201612
Tamar Securities, LLC 1111.04%1.44%1.84%Q2 2020Q3 202312
One Charles Private Wealth Services, LLC 12120.87%1.34%2.40%Q4 2020Q3 202312
BENJAMIN EDWARDS INC 12120.00%0.10%0.35%Q1 2020Q4 202212
SEI INVESTMENTS CO 1110.00%0.00%0.00%Q4 2014Q2 201812
LVM CAPITAL MANAGEMENT LTD/MI 12120.03%0.07%0.11%Q4 2020Q3 202312
Giralda Advisors, LLC 121211.79%12.56%13.93%Q3 2013Q2 201612
Wellington Shields Capital Management, LLC 12120.04%0.07%0.14%Q4 2014Q3 201712
Center for Financial Planning, Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
Rampart Investment Management Company, LLC 410.02%1.83%5.60%Q4 2014Q2 202012
Alpine Global Management, LLC 210.06%0.90%6.02%Q4 2013Q1 202312
Miracle Mile Advisors, LLC 1010.01%0.96%11.09%Q4 2014Q2 202212
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 810.07%0.13%0.17%Q1 2020Q3 202312
Centiva Capital, LP 410.01%0.35%1.60%Q3 2018Q3 202312
Signature Wealth Management Partners, LLC 12120.48%0.91%1.21%Q4 2020Q3 202312
Source Financial Advisors LLC 12120.18%0.27%0.36%Q4 2020Q3 202312
CABANA LLC 910.01%4.29%10.31%Q4 2017Q2 202312
WOLFF WIESE MAGANA LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
Journey Advisory Group, LLC 12120.06%0.10%0.14%Q4 2020Q3 202312
Astor Investment Management LLC 511.08%1.55%2.31%Q2 2017Q3 202312
First Capital Advisors Group, LLC. 840.23%0.69%1.46%Q1 2017Q2 202312
Advisors Preferred, LLC 410.01%1.93%11.79%Q4 2013Q3 202312
Clearview Wealth Advisors LLC 12120.01%0.11%0.71%Q4 2020Q3 202312
Birchcreek Wealth Management, LLC 12120.60%0.84%1.58%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.04%0.06%0.12%Q4 2020Q3 202312
Diversified, LLC 12120.58%1.85%4.13%Q4 2020Q3 202312
MMA ASSET MANAGEMENT LLC 12120.18%0.52%0.80%Q4 2020Q3 202312
Cornerstone Wealth Management, LLC 510.01%0.03%0.05%Q2 2018Q3 202312
Purus Wealth Management, LLC 12120.39%0.62%0.75%Q4 2020Q3 202312
Horrell Capital Management, Inc. 12120.02%0.02%0.03%Q4 2020Q3 202312
Trexquant Investment LP 810.01%0.08%0.19%Q3 2019Q3 202312
Insight Advisors, LLC/ PA 12120.11%0.18%0.28%Q4 2020Q3 202312
PEOPLES FINANCIAL SERVICES CORP. 12120.08%0.17%0.26%Q4 2020Q3 202312
Gray Wealth Management Inc. 930.13%0.15%0.17%Q3 2020Q3 202312
Proquility Private Wealth Partners, LLC 12121.63%2.52%3.95%Q4 2020Q3 202312
Ameritas Investment Company, LLC 12120.16%0.29%0.41%Q4 2018Q3 202112
REINHART PARTNERS, LLC. 12120.03%0.12%0.34%Q1 2014Q4 201612
Constitution Capital LLC 12120.99%1.46%1.88%Q4 2020Q3 202312
B. Riley Financial, Inc. 12120.08%0.16%0.22%Q4 2015Q3 201812
Oxler Private Wealth LLC 12120.24%0.30%0.34%Q4 2020Q3 202312
Mezzasalma Advisors, LLC 12120.61%0.76%0.89%Q4 2020Q3 202312
OAK FAMILY ADVISORS, LLC 12120.24%0.48%0.98%Q4 2020Q3 202312
RPG Investment Advisory, LLC 12120.00%0.00%0.00%Q2 2017Q1 202012
JCIC Asset Management Inc. 12120.00%0.00%0.00%Q2 2013Q1 201612
Wealthspire Advisors, L.P. 12120.01%0.01%0.02%Q2 2016Q1 201912
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12120.02%2.26%6.06%Q1 2014Q4 201612
SOA Wealth Advisors, LLC. 12120.01%0.01%0.01%Q4 2020Q3 202312
Stadion Money Management, LLC 210.11%0.53%1.27%Q4 2013Q2 202312
Capital Asset Advisory Services LLC 12120.01%0.01%0.02%Q4 2019Q3 202212
NewEdge Wealth, LLC 12120.02%0.05%0.15%Q4 2020Q3 202312
Darwin Wealth Management, LLC 1110.01%0.79%1.54%Q1 2020Q3 202312
Millburn Ridgefield Corp 12120.00%0.01%0.02%Q2 2020Q1 202312
GUGGENHEIM CAPITAL LLC 710.00%0.02%0.04%Q2 2013Q1 201612
Graves Light Lenhart Wealth, Inc. 930.02%0.04%0.05%Q2 2020Q3 202312
Vectors Research Management, LLC 1110.00%0.01%0.01%Q3 2018Q4 202112
Maven Securities LTD 410.01%0.28%1.40%Q3 2019Q3 202311
MGO ONE SEVEN LLC 810.01%0.03%0.04%Q4 2017Q3 202311
Horan Securities, Inc. 740.01%0.02%0.12%Q3 2020Q2 202311
Grant/GrossMendelsohn, LLC 11110.14%2.81%9.34%Q4 2020Q2 202311
Hennion & Walsh Asset Management, Inc. 11110.01%0.02%0.02%Q1 2021Q3 202311
Destiny Wealth Partners, LLC 920.03%0.05%0.08%Q4 2020Q3 202311
Sequoia Financial Advisors, LLC 720.01%0.02%0.04%Q4 2017Q3 202311
FOUNDERS FINANCIAL SECURITIES LLC 1010.10%0.47%2.00%Q1 2015Q3 202311
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 520.02%2.89%6.76%Q4 2014Q3 202311
DEARBORN PARTNERS LLC 740.01%0.02%0.02%Q3 2018Q1 202211
WHITENER CAPITAL MANAGEMENT, INC. 520.05%0.08%0.13%Q4 2017Q3 202311
Diligent Investors, LLC 710.06%0.08%0.11%Q2 2019Q3 202311
M Holdings Securities, Inc. 11110.08%0.21%0.29%Q3 2016Q1 201911
1900 WEALTH MANAGEMENT LLC 11110.02%0.02%0.03%Q1 2021Q3 202311
ALBION FINANCIAL GROUP /UT 1010.02%0.02%0.02%Q4 2020Q3 202311
MISSION WEALTH MANAGEMENT, LP 11110.01%0.02%0.02%Q1 2021Q3 202311
LOEB PARTNERS CORP 710.29%1.17%2.42%Q4 2013Q4 201811
Private Ocean, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Squar Milner Financial Services LLC 11110.03%0.13%0.29%Q4 2017Q2 202011
HALBERT HARGROVE GLOBAL ADVISORS, LLC 11110.02%0.02%0.02%Q1 2021Q3 202311
Inscription Capital, LLC 710.00%0.15%0.24%Q4 2018Q2 202211
Ten Capital Wealth Advisors, LLC 11110.00%0.66%2.16%Q3 2020Q1 202311
BKS ADVISORS, LLC 520.14%1.24%2.51%Q2 2015Q1 201911
Charter Oak Capital Management, LLC 740.01%0.03%0.06%Q4 2020Q3 202311
Rollins Financial 830.09%0.15%0.26%Q4 2020Q3 202311
DF DENT & CO INC 710.00%0.00%0.00%Q3 2020Q3 202311
InterOcean Capital, LLC 510.02%0.08%0.16%Q3 2015Q1 201911
Asset Advisors Investment Management, LLC 11110.13%0.26%0.41%Q1 2021Q3 202311
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11110.01%0.01%0.03%Q1 2021Q3 202311
Clarity Financial LLC 920.59%1.38%2.67%Q4 2020Q3 202311
KENNICOTT CAPITAL MANAGEMENT LLC 11112.04%3.28%4.25%Q1 2021Q3 202311
Rokos Capital Management LLP 430.01%1.25%2.61%Q1 2020Q3 202311
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 11110.08%0.64%1.08%Q2 2013Q4 201511
Investors Capital Advisory Services 11110.05%0.06%0.08%Q4 2013Q2 201611
Olympiad Research LP 11110.20%1.12%3.81%Q4 2019Q2 202211
Marcum Wealth, LLC 11110.09%0.13%0.20%Q1 2021Q3 202311
CADINHA & CO LLC 11110.27%0.48%0.96%Q4 2018Q2 202111
Eudaimonia Partners, LLC 710.01%0.11%0.40%Q4 2019Q3 202311
Calamos Wealth Management LLC 11110.06%0.08%0.11%Q1 2021Q3 202311
Crew Capital Management, Ltd. 11110.84%1.18%2.47%Q1 2021Q3 202311
YorkBridge Wealth Partners, LLC 11110.05%0.06%0.07%Q4 2016Q2 201911
Loveless Wealth Management LLC 11110.92%1.45%1.80%Q4 2019Q2 202211
Howard Capital Management Group, LLC 11110.42%0.46%0.52%Q1 2021Q3 202311
MONTAG & CALDWELL, LLC 310.00%0.01%0.03%Q1 2015Q3 202011
Glen Harbor Capital Management LLC 11110.01%0.07%0.15%Q1 2017Q3 201911
Cerebellum GP, LLC 920.09%0.24%0.30%Q4 2017Q3 202011
Spire Wealth Management 11110.12%0.15%0.22%Q1 2021Q3 202311
Flinton Capital Management LLC 11110.02%0.18%0.40%Q1 2017Q3 201911
Seelaus Asset Management LLC 830.16%0.21%0.26%Q4 2020Q3 202311
Concord Wealth Partners 740.02%0.04%0.06%Q4 2020Q3 202311
Visionary Wealth Advisors 830.03%0.05%0.12%Q2 2020Q3 202311
Phoenix Holdings Ltd. 610.02%0.48%2.58%Q3 2019Q4 202211
Neuburgh Advisers LLC 11110.02%0.22%0.50%Q1 2017Q3 201911
TIVERTON ASSET MANAGEMENT LLC 11110.12%1.36%2.41%Q1 2017Q3 201911
CAPSTONE ASSET MANAGEMENT CO 740.04%0.06%0.10%Q2 2013Q2 201711
Tyers Asset Management LLC 11110.02%0.14%0.31%Q1 2017Q3 201911
Pacifica Partners Inc. 920.01%0.01%0.02%Q4 2019Q4 202311
Grove Bank & Trust 11110.09%0.51%0.85%Q4 2015Q2 201811
GenTrust, LLC 810.06%0.16%0.25%Q3 2018Q3 202311
Lumature Wealth Partners, LLC 11110.31%0.68%1.11%Q4 2020Q2 202311
Royal Harbor Partners, LLC 621.11%2.43%5.95%Q4 2019Q2 202311
PRUDENTIAL PLC 1010.00%0.01%0.01%Q4 2016Q2 202311
SRS Capital Advisors, Inc. 830.00%0.00%0.01%Q4 2016Q3 202311
Jackson Hole Capital Partners, LLC 11110.01%0.04%0.07%Q1 2021Q3 202311
High Falls Advisors, Inc 310.07%0.23%0.29%Q4 2015Q4 202111
PSI Advisors, LLC 910.03%0.03%0.04%Q4 2019Q3 202310
Vontobel Holding Ltd. 610.00%0.00%0.01%Q4 2020Q3 202310
Cypress Wealth Services, LLC 730.04%0.07%0.09%Q2 2018Q1 202110
TELEMUS CAPITAL, LLC 610.02%0.04%0.19%Q1 2020Q4 202210
GPS Wealth Strategies Group, LLC 730.01%0.02%0.06%Q1 2021Q3 202310
Redhawk Wealth Advisors, Inc. 510.05%1.53%5.23%Q3 2019Q3 202310
TRUEWEALTH LLC 10100.01%0.02%0.05%Q1 2018Q2 202010
HC FINANCIAL ADVISORS INC 10100.01%0.01%0.01%Q1 2020Q2 202210
J. Goldman & Co LP 210.01%0.32%1.10%Q3 2014Q3 202310
Zions Bancorporation 810.00%0.01%0.04%Q1 2015Q3 201810
HARBOUR INVESTMENTS, INC. 640.05%0.10%0.20%Q1 2021Q3 202310
Jump Financial, LLC 810.02%0.44%1.23%Q3 2020Q2 202310
Argentus Capital Management, LLC 730.09%0.27%0.68%Q2 2013Q3 201610
IBEX WEALTH ADVISORS 510.05%0.08%0.11%Q3 2016Q2 202210
FACTORY MUTUAL INSURANCE CO 10100.31%0.59%0.69%Q2 2021Q3 202310
SMITHBRIDGE ASSET MANAGEMENT INC/DE 10100.24%0.79%1.40%Q2 2021Q3 202310
First PREMIER Bank 640.00%0.04%0.06%Q1 2020Q3 202310
Pallas Capital Advisors LLC 10100.02%0.13%0.20%Q2 2021Q3 202310
FormulaFolio Investments, LLC 320.00%0.02%0.05%Q4 2017Q2 202110
PERSONAL CFO SOLUTIONS, LLC 820.20%0.35%0.83%Q3 2019Q1 202210
PRW Wealth Management LLC 610.05%0.16%0.27%Q4 2018Q3 202310
HORIZON FINANCIAL SERVICES, LLC 10100.54%0.76%1.04%Q2 2021Q3 202310
AFAM CAPITAL, INC. 10100.08%0.45%0.89%Q1 2016Q2 201810
WealthTrust Asset Management, LLC 10100.21%0.28%0.34%Q2 2021Q3 202310
Pensionmark Financial Group, LLC 730.04%0.10%0.14%Q2 2020Q3 202310
San Luis Wealth Advisors LLC 910.12%0.60%1.31%Q4 2020Q3 202310
Apriem Advisors 610.00%0.02%0.04%Q2 2013Q2 201810
West Branch Capital LLC 10100.04%0.04%0.05%Q2 2021Q3 202310
PACIFIC FINANCIAL GROUP INC 510.00%1.74%4.09%Q2 2013Q3 202010
Lenox Wealth Management, Inc. 820.00%0.02%0.06%Q2 2017Q2 202010
PineBridge Investments, L.P. 10100.01%0.02%0.13%Q3 2019Q4 202110
Wealthstar Advisors, LLC 10100.08%0.10%0.12%Q2 2021Q3 202310
Invesco Ltd. 730.00%0.00%0.00%Q2 2013Q4 201910
WealthBridge Capital Management, LLC 550.09%0.16%0.20%Q4 2018Q4 202110
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10102.64%3.32%4.35%Q4 2017Q1 202010
Wealthfront Advisers LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
WestHill Financial Advisors, Inc. 910.01%0.01%0.01%Q1 2021Q3 202310
Investors Research Corp 10100.00%0.00%0.01%Q2 2021Q3 202310
Solstein Capital, LLC 410.00%0.12%0.50%Q2 2018Q3 202310
FLOW TRADERS U.S. LLC 410.00%0.11%0.33%Q3 2016Q3 202310
Costello Asset Management, INC 10100.00%0.00%0.00%Q2 2021Q3 202310
One River Asset Management, LLC 440.06%0.66%2.37%Q4 2022Q3 202310
Activest Wealth Management 910.11%0.78%2.43%Q1 2021Q3 202310
Summit Place Financial Advisors, LLC 910.15%0.58%1.28%Q3 2020Q1 202310
Blue Chip Partners, LLC 510.04%0.12%0.68%Q4 2018Q3 202310
Cedar Wealth Management, LLC 10100.01%0.02%0.04%Q2 2021Q3 202310
Main Management ETF Advisors, LLC 914.31%5.22%5.59%Q1 2020Q4 202210
INTEGRAL DERIVATIVES, LLC 210.00%0.02%0.13%Q2 2014Q4 201710
Lloyd Advisory Services, LLC. 10100.00%0.01%0.04%Q4 2019Q1 202210
Parkside Investments, LLC 10100.98%1.63%2.20%Q4 2017Q1 202010
STEEL GROVE CAPITAL ADVISORS, LLC 620.08%0.24%0.58%Q3 2015Q4 201810
Total Clarity Wealth Management, Inc. 410.00%0.25%0.46%Q4 2019Q3 202310
Tempus Wealth Planning, LLC 10100.20%0.34%0.54%Q2 2021Q3 202310
GM Advisory Group, LLC 990.09%1.52%3.49%Q3 2020Q3 20229
Ruggie Capital Group 630.01%0.52%2.49%Q4 2014Q2 20189
XR Securities LLC 510.00%0.73%6.23%Q4 2017Q4 20229
Jaffetilchin Investment Partners, LLC 610.02%0.11%0.26%Q1 2020Q1 20239
BHF Kleinwort Benson Group S.A. 990.01%0.04%0.06%Q1 2014Q1 20169
Brinker Capital Investments, LLC 510.00%0.02%0.12%Q4 2014Q4 20229
Counsel Portfolio Services Inc. 990.41%0.85%1.53%Q2 2014Q2 20169
PITCAIRN CO 990.03%0.04%0.06%Q1 2021Q1 20239
Windsor Wealth Management, Inc. 990.06%0.08%0.14%Q1 2020Q1 20229
Strategic Family Wealth Counselors, L.L.C. 990.12%0.14%0.16%Q3 2021Q3 20239
Roberts Wealth Advisors, LLC 990.40%0.47%0.57%Q3 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.02%0.30%0.76%Q2 2013Q2 20159
Fortis Advisors, LLC 810.00%0.04%0.07%Q4 2017Q3 20239
Bogart Wealth, LLC 810.00%0.00%0.00%Q2 2021Q3 20239
Vickerman Investment Advisors, Inc. 992.43%2.64%2.83%Q3 2021Q3 20239
Wall Capital Group, Inc. 633.10%7.04%10.30%Q1 2017Q3 20239
CITY NATIONAL BANK 990.00%0.00%0.01%Q3 2013Q3 20159
Relyea Zuckerberg Hanson LLC 990.07%0.28%0.98%Q3 2021Q3 20239
WHALEROCK POINT PARTNERS, LLC 990.09%0.14%0.16%Q3 2021Q3 20239
Cable Hill Partners, LLC 990.00%0.01%0.02%Q1 2017Q1 20199
CINQUE PARTNERS LLC 812.92%4.99%6.90%Q2 2013Q4 20159
CVA Family Office, LLC 710.00%0.01%0.03%Q4 2020Q2 20239
Integrated Wealth Management 990.07%0.09%0.11%Q1 2015Q1 20179
Elevated Capital Advisors, LLC 510.19%0.39%0.68%Q4 2019Q3 20239
CAXTON ASSOCIATES LP 310.03%0.26%0.53%Q3 2014Q3 20189
Mirador Capital Partners LP 720.20%0.75%1.03%Q4 2017Q3 20239
Psagot Value Holdings Ltd. / (Israel) 990.06%0.12%0.23%Q3 2021Q3 20239
Bernardo Wealth Planning LLC 990.24%0.32%0.45%Q4 2018Q4 20209
NWI MANAGEMENT LP 410.10%0.37%0.75%Q2 2015Q2 20209
Essex LLC 990.22%0.33%0.42%Q3 2021Q3 20239
Insight Wealth Strategies, LLC 810.03%1.55%4.76%Q2 2019Q4 20219
Financial Management Professionals, Inc. 610.00%0.18%0.81%Q2 2016Q1 20239
FLAGSTAR ADVISORS INC 990.11%0.22%0.32%Q3 2021Q3 20239
MAGNOLIA CAPITAL ADVISORS LLC 990.09%0.30%0.74%Q4 2019Q4 20219
Tower View Wealth Management LLC 990.01%0.01%0.01%Q3 2021Q3 20239
Advisor Resource Council 990.11%1.07%2.00%Q2 2021Q2 20239
Cornerstone Financial Partners, LLC 993.24%4.36%5.14%Q4 2015Q4 20179
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 720.07%0.56%0.80%Q3 2015Q3 20239
Sumitomo Mitsui Trust Holdings, Inc. 510.00%0.01%0.02%Q2 2015Q4 20209
ROVIN CAPITAL /UT/ /ADV 990.51%0.71%0.83%Q3 2021Q3 20239
LBMC INVESTMENT ADVISORS, LLC 630.02%0.02%0.02%Q4 2020Q3 20239
ProVise Management Group, LLC 310.04%0.15%0.31%Q2 2013Q3 20239
Professional Financial Advisors, LLC 990.02%0.05%0.08%Q3 2020Q3 20229
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 990.53%0.75%0.88%Q3 2021Q3 20239
Castleview Partners, LLC 810.00%0.11%0.89%Q2 2021Q3 20239
M&R CAPITAL MANAGEMENT INC 510.00%0.00%0.01%Q2 2017Q4 20239
WINTON GROUP Ltd 520.04%0.50%1.70%Q2 2020Q3 20239
Claro Advisors LLC 610.02%0.09%0.13%Q4 2018Q3 20239
Vigilare Wealth Management 810.13%0.21%0.28%Q4 2020Q1 20239
Outlook Wealth Advisors, LLC 410.07%0.19%0.82%Q4 2018Q1 20229
CEDAR CAPITAL, LLC 310.10%0.42%0.94%Q2 2016Q3 20219
Onyx Bridge Wealth Group LLC 990.09%0.45%2.53%Q3 2021Q3 20239
Graham Capital Management, L.P. 410.03%0.73%2.18%Q2 2013Q2 20219
CAPITAL ONE FINANCIAL CORP 990.12%0.18%0.32%Q1 2020Q1 20229
CLEAR STREET MARKETS LLC 410.00%0.06%0.20%Q1 2014Q3 20229
Autumn Glory Partners, LLC 880.14%0.37%0.92%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.00%0.09%0.66%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Rainsberger Wealth Advisors, Inc. 881.15%1.41%1.70%Q4 2021Q3 20238
Ascent Group, LLC 880.07%0.15%0.28%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 880.70%0.78%0.85%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.00%0.03%0.07%Q4 2021Q3 20238
Point72 Middle East FZE 330.00%0.05%0.21%Q1 2023Q3 20238
Bank of Kentucky, Inc. 882.18%2.42%2.62%Q2 2013Q1 20158
TD Waterhouse Canada Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
ATWOOD & PALMER INC 410.00%0.00%0.00%Q3 2014Q3 20198
GERMAN AMERICAN BANCORP, INC. 610.04%0.22%0.42%Q4 2018Q3 20238
MONEY CONCEPTS CAPITAL CORP 620.00%0.03%0.08%Q4 2020Q1 20238
FIRST COMMUNITY TRUST NA 880.03%0.03%0.04%Q4 2021Q3 20238
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 880.00%0.00%0.00%Q2 2020Q1 20228
BAIRD ROBERT W & CO INC /WI/ 880.01%0.11%0.22%Q2 2013Q1 20158
SFMG, LLC 612.90%3.50%4.41%Q2 2013Q4 20158
NORWOOD FINANCIAL CORP 880.46%0.63%0.77%Q4 2021Q3 20238
DAVIS R M INC 880.20%0.31%0.48%Q4 2021Q3 20238
BRYN MAWR TRUST Co 610.01%0.01%0.01%Q2 2017Q4 20218
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.02%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT LTD 530.00%0.02%0.05%Q2 2013Q4 20168
HABERER REGISTERED INVESTMENT ADVISOR INC 880.02%0.03%0.05%Q2 2013Q1 20158
SENTINEL TRUST CO LBA 880.12%0.13%0.15%Q4 2021Q3 20238
Regis Management CO LLC 880.25%0.27%0.31%Q1 2016Q4 20178
MARIETTA INVESTMENT PARTNERS LLC 710.07%0.09%0.10%Q4 2013Q4 20158
Bank Julius Baer & Co. Ltd, Zurich 610.00%0.01%0.02%Q3 2020Q3 20238
Kiwi Wealth Investments Limited Partnership 880.73%2.12%3.49%Q4 2014Q3 20168
Cerity Partners LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Lenox Wealth Advisors, LLC 410.00%0.03%0.06%Q4 2015Q1 20228
ZACKS INVESTMENT MANAGEMENT 710.00%0.00%0.01%Q3 2021Q3 20238
LVW Advisors, LLC 880.18%0.20%0.25%Q3 2018Q2 20208
Willingdon Wealth Management 880.01%0.01%0.01%Q2 2018Q1 20208
MAPLE SECURITIES USA INC 710.03%1.19%3.86%Q2 2013Q2 20158
Forward Management, LLC 210.00%1.90%8.67%Q2 2014Q4 20208
ARISTEIA CAPITAL, L.L.C. 440.02%0.03%0.04%Q1 2020Q4 20208
Gemmer Asset Management LLC 530.00%0.01%0.01%Q4 2017Q1 20228
MCMILLION CAPITAL MANAGEMENT INC 410.02%0.02%0.02%Q2 2019Q2 20238
Bayesian Capital Management, LP 210.03%0.10%0.19%Q1 2018Q2 20238
Analyst IMS Investment Management Services Ltd. 320.02%0.06%0.13%Q4 2014Q3 20238
US FINANCIAL ADVISORS, LLC 620.08%2.92%6.12%Q4 2014Q1 20218
Prostatis Group LLC 410.24%1.13%2.60%Q1 2020Q2 20238
EVERMAY WEALTH MANAGEMENT LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Allegis Investment Advisors, LLC 710.06%0.10%0.20%Q4 2015Q4 20178
Zions Bancorporation, N.A. 710.00%0.01%0.02%Q4 2018Q1 20228
SCHAFER CULLEN CAPITAL MANAGEMENT INC 310.00%0.01%0.03%Q4 2015Q4 20208
Armor Investment Advisors, LLC 710.01%0.02%0.02%Q4 2020Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.01%Q2 2013Q1 20158
Symmetry Partners, LLC 310.12%0.50%1.48%Q3 2018Q4 20238
ASPIRIANT HOLDINGS S3, LLC 880.12%0.27%0.44%Q2 2013Q1 20158
Broadleaf Partners, LLC 620.07%0.08%0.08%Q4 2020Q3 20238
AlphaCore Capital LLC 510.00%0.11%0.87%Q4 2019Q3 20238
Stellar Capital Management, LLC 710.14%0.16%0.16%Q2 2018Q2 20208
TOWNSQUARE CAPITAL LLC 620.01%0.04%0.10%Q4 2018Q3 20238
Independent Portfolio Consultants, Inc. 880.01%0.02%0.03%Q3 2014Q2 20168
Advisory Resource Group 710.12%0.33%0.80%Q2 2021Q3 20238
MMBG INVESTMENT ADVISORS CO. 881.00%1.11%1.21%Q4 2021Q3 20238
WEST BANCORPORATION INC 440.03%0.04%0.06%Q4 2019Q3 20228
STRATEGY ASSET MANAGERS LLC 610.05%0.06%0.08%Q2 2020Q3 20238
Banque Cantonale Vaudoise 880.02%0.02%0.02%Q4 2021Q3 20238
Aurora Private Wealth, Inc. 610.09%0.14%0.26%Q1 2020Q3 20228
Investment Research & Advisory Group, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 880.01%0.02%0.04%Q1 2014Q4 20158
AEGON USA Investment Management, LLC 880.01%0.01%0.01%Q2 2013Q1 20158
Beaumont Capital Management, LLC 610.15%4.47%7.38%Q4 2020Q3 20238
OLD MISSION CAPITAL LLC 310.00%0.24%1.41%Q2 2016Q4 20228
Horizon Wealth Management, LLC 880.12%0.28%0.49%Q4 2021Q3 20238
Bellwether Advisors, LLC 620.08%3.08%6.03%Q4 2020Q3 20238
Baron Financial Group, LLC 880.02%0.03%0.06%Q3 2020Q2 20228
Accel Wealth Management 880.01%0.01%0.01%Q2 2021Q1 20238
Annapolis Financial Services, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
PGIM Custom Harvest LLC 442.71%5.74%8.93%Q4 2020Q3 20238
FourThought Financial, LLC 880.01%0.03%0.04%Q4 2020Q3 20228
C2C Wealth Management, LLC 880.20%0.23%0.28%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.07%0.09%0.11%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.11%0.20%0.24%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.01%0.02%0.05%Q4 2021Q3 20238
Long Run Wealth Advisors, LLC 881.52%2.35%2.98%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.89%1.50%2.24%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.18%0.63%1.44%Q4 2021Q3 20238
PCG Wealth Advisors, LLC 880.38%1.03%2.13%Q4 2021Q3 20238
MKT Advisors LLC 880.64%0.71%0.83%Q4 2021Q3 20238
MATRIX PRIVATE CAPITAL GROUP LLC 510.00%0.05%0.18%Q1 2021Q3 20238
Financial Connections Group, Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 880.46%0.60%1.20%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.00%0.01%0.01%Q4 2021Q3 20238
Perfromance Wealth Partners, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
KENFARB & CO. 880.02%0.03%0.04%Q4 2021Q3 20238
HERBST GROUP, LLC 881.11%1.25%1.46%Q4 2021Q3 20238
Operose Advisors LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Zullo Investment Group, Inc. 880.69%0.84%1.04%Q4 2021Q3 20238
Covestor Ltd 880.00%0.00%0.02%Q4 2021Q3 20238
Marion Wealth Management 880.66%0.71%0.78%Q4 2021Q3 20238
HB Wealth Management, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Byrne Asset Management LLC 880.07%0.09%0.13%Q4 2021Q3 20238
HT Partners LLC 310.11%4.88%7.77%Q2 2013Q4 20157
Chemistry Wealth Management LLC 770.12%0.13%0.15%Q1 2022Q3 20237
PDT Partners, LLC 110.05%0.20%0.39%Q3 2013Q1 20187
Braver Wealth Management, LLC 430.80%1.88%3.94%Q2 2013Q1 20167
Canal Capital Management, LLC 310.15%0.95%2.90%Q1 2015Q4 20187
Schonfeld Strategic Advisors LLC 310.00%0.04%0.09%Q1 2018Q1 20237
THOROUGHBRED FINANCIAL SERVICES, LLC 770.03%0.04%0.05%Q1 2022Q3 20237
BW Gestao de Investimentos Ltda. 770.36%1.02%2.48%Q1 2022Q3 20237
Clear Perspective Advisors, LLC 520.00%0.04%0.11%Q4 2016Q2 20217
Avestar Capital, LLC 770.02%0.08%0.11%Q4 2017Q2 20197
Ergoteles LLC 510.03%0.66%1.40%Q4 2020Q4 20227
WULFF, HANSEN & CO. 431.60%1.81%2.23%Q4 2021Q3 20237
SCHRODER INVESTMENT MANAGEMENT GROUP 310.00%0.09%0.24%Q4 2014Q3 20177
Placemark Investments, Inc. 770.01%0.47%0.75%Q2 2013Q4 20147
Innova Wealth Partners 523.84%4.12%4.30%Q4 2020Q3 20237
WESPAC Advisors, LLC 320.60%1.50%2.03%Q2 2013Q4 20197
Beacon Capital Management, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
PENOBSCOT WEALTH MANAGEMENT 430.18%0.20%0.22%Q2 2021Q3 20237
Bank of New Hampshire 770.01%0.01%0.01%Q1 2022Q3 20237
Northwest Bancshares, Inc. 770.05%0.07%0.09%Q2 2020Q4 20217
Atria Wealth Solutions, Inc. 770.06%0.07%0.08%Q1 2022Q3 20237
Redwood Financial Network Corp 771.24%1.40%1.61%Q1 2022Q3 20237
Ionic Capital Management LLC 310.01%0.36%0.74%Q1 2014Q4 20167
InTrack Investment Management Inc 610.18%0.41%0.62%Q4 2020Q4 20237
Neuberger Berman Group LLC 410.00%0.00%0.00%Q4 2018Q3 20237
Kaizen Financial Strategies 520.31%0.65%0.89%Q4 2020Q3 20227
InterOcean Capital Group, LLC 660.00%0.02%0.03%Q2 2022Q3 20237
SOUTH GEORGIA CAPITAL, LLC 770.02%0.07%0.16%Q1 2014Q3 20157
GRATIA CAPITAL, LLC 610.56%1.42%2.29%Q4 2014Q2 20187
Centennial Wealth Advisory LLC 770.14%0.53%1.31%Q4 2020Q2 20227
IFC Holdings Incorporated/FL 430.02%0.19%0.39%Q2 2013Q4 20177
LifePro Asset Management 770.35%0.42%0.52%Q4 2020Q2 20227
Rockbridge Investment Management, LCC 770.00%0.00%0.01%Q2 2020Q4 20217
U.S. Capital Wealth Advisors, LLC 430.01%0.02%0.03%Q3 2021Q3 20237
AMUSSEN HUNSAKER ASSOCIATES LLC 320.04%0.07%0.16%Q2 2018Q3 20237
Essex Private Wealth Management, LLC 772.50%5.39%6.94%Q1 2022Q3 20237
Renaissance Investment Group LLC 610.08%0.09%0.10%Q3 2018Q3 20207
Texas Capital Bank Wealth Management Services Inc 310.38%0.87%1.83%Q1 2020Q2 20237
Thomas J. Herzfeld Advisors, Inc. 770.00%0.00%0.01%Q2 2014Q4 20157
360 Financial, Inc. 410.10%0.12%0.14%Q2 2021Q2 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.01%0.02%Q1 2022Q3 20237
Key Client Fiduciary Advisors, LLC 520.14%0.20%0.31%Q4 2021Q3 20237
ADAMS DIVERSIFIED EQUITY FUND, INC. 210.16%0.40%0.94%Q3 2013Q3 20217
GOFEN & GLOSSBERG LLC /IL/ 770.01%0.01%0.01%Q2 2021Q4 20227
RFG Advisory, LLC 310.02%0.11%0.53%Q2 2015Q3 20237
QUADRANT CAPITAL GROUP LLC 520.00%0.01%0.01%Q2 2015Q1 20227
PFS INVESTMENTS INC. 320.25%0.39%0.52%Q1 2018Q3 20227
HAZLETT, BURT & WATSON, INC. 770.10%0.11%0.12%Q1 2022Q3 20237
Merit Financial Group, LLC 770.04%0.09%0.12%Q1 2022Q3 20237
JANUS HENDERSON GROUP PLC 610.00%0.00%0.00%Q4 2018Q2 20227
ALTFEST L J & CO INC 770.08%0.45%0.95%Q2 2017Q4 20187
VICTORY CAPITAL MANAGEMENT INC 610.00%0.03%0.05%Q1 2020Q3 20237
TCF National Bank 770.15%0.18%0.22%Q3 2019Q1 20217
COLTON GROOME FINANCIAL ADVISORS, LLC 770.24%0.79%1.61%Q1 2022Q3 20237
Weaver Consulting Group 770.00%0.01%0.02%Q1 2019Q3 20207
GAMCO INVESTORS, INC. ET AL 770.01%0.02%0.03%Q2 2019Q4 20207
AFFINITY WEALTH MANAGEMENT LLC 521.12%4.95%6.68%Q4 2018Q4 20207
COUNTRY CLUB BANK /GFN 770.09%0.10%0.12%Q1 2022Q3 20237
Lavaca Capital LLC 410.04%0.31%0.73%Q1 2020Q3 20237
HIGHLAND CAPITAL MANAGEMENT, LLC 410.00%0.01%0.02%Q2 2015Q1 20217
Princeton Global Asset Management LLC 510.00%0.10%0.41%Q2 2019Q1 20227
F-Squared Investment Management, LLC 432.08%4.54%11.63%Q2 2013Q2 20157
MANCHESTER FINANCIAL INC 610.00%0.01%0.04%Q2 2019Q1 20217
VAN ECK ASSOCIATES CORP 310.03%0.08%0.15%Q2 2013Q3 20167
Mizuho Trust & Banking Co., Ltd. 310.54%12.87%34.52%Q1 2017Q4 20197
Tyler-Stone Wealth Management 520.02%0.04%0.04%Q4 2021Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.03%0.08%0.11%Q2 2013Q4 20147
PRINCETON CAPITAL MANAGEMENT LLC 770.01%0.01%0.01%Q1 2018Q3 20197
Global X Management CO LLC 310.04%0.18%0.35%Q4 2014Q2 20177
TILIA FIDUCIARY PARTNERS, INC. 770.04%0.04%0.06%Q4 2021Q2 20237
WISCONSIN CAPITAL MANAGEMENT LLC 770.11%0.14%0.20%Q2 2013Q4 20147
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 410.00%0.00%0.00%Q2 2015Q3 20237
Timber Hill LLC 310.02%0.24%1.43%Q4 2014Q4 20177
BlackRock Investment Management, LLC 510.00%0.00%0.00%Q2 2014Q4 20167
Clark Capital Management Group, Inc. 430.55%0.91%1.36%Q2 2013Q4 20157
New Millennium Group LLC 610.03%1.20%3.50%Q4 2021Q3 20237
Lee Capital Holdings LLC 410.12%1.70%2.60%Q2 2018Q4 20207
Blue Chip Wealth Management, Inc. 410.21%0.22%0.23%Q3 2018Q3 20207
Passport Capital, LLC 430.01%0.29%0.76%Q1 2014Q4 20167
TRIANGLE PEAK PARTNERS, LP 770.42%1.17%1.61%Q4 2013Q2 20157
Sage Advisory Services, Ltd.Co. 321.55%2.94%4.52%Q1 2018Q3 20227
ExodusPoint Capital Management, LP 410.00%0.07%0.14%Q1 2019Q3 20227
Private Capital Group, LLC 770.01%0.01%0.02%Q4 2017Q2 20197
Vigilant Capital Management, LLC 610.00%0.00%0.01%Q2 2020Q1 20227
Polar Asset Management Partners Inc. 330.01%0.07%0.34%Q3 2019Q4 20217
AlphaCentric Advisors LLC 770.04%0.06%0.08%Q2 2020Q4 20217
Crossmark Global Holdings, Inc. 610.03%0.03%0.03%Q3 2016Q4 20187
Virtue Capital Management, LLC 410.06%0.12%0.29%Q4 2017Q4 20197
ALLIANCEBERNSTEIN L.P. 310.00%0.00%0.00%Q4 2014Q3 20237
Smith & Howard Wealth Management, LLC 430.01%0.08%0.15%Q2 2013Q1 20167
Stone Toro Investment Advisers, LP 770.26%1.26%4.45%Q3 2013Q1 20157
Gilman Hill Asset Management, LLC 410.07%0.08%0.10%Q3 2018Q3 20207
CI INVESTMENTS INC. 660.03%0.04%0.04%Q2 2013Q3 20146
Avalon Investment & Advisory 220.01%0.02%0.02%Q1 2015Q1 20236
Syntal Capital Partners, LLC 660.14%0.31%0.51%Q4 2017Q1 20196
ACCURATE INVESTMENT SOLUTIONS, INC. 420.00%0.00%0.01%Q3 2017Q2 20196
Hefty Wealth Partners 510.01%1.40%2.85%Q2 2016Q4 20176
HWG Holdings LP 510.00%0.15%0.34%Q2 2018Q1 20226
Intellectus Partners, LLC 660.02%0.04%0.05%Q2 2017Q3 20186
CHOREO, LLC 510.04%0.16%0.67%Q1 2016Q1 20186
Vivaldi Capital Management LP 410.05%0.17%0.42%Q4 2018Q3 20226
Fullerton Fund Management Co Ltd. 660.04%1.72%4.55%Q3 2020Q4 20216
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.01%0.01%Q2 2015Q3 20166
Tuttle Capital Management, LLC 511.53%2.76%4.76%Q4 2021Q2 20236
KMS FINANCIAL SERVICES, INC 660.04%0.09%0.14%Q2 2013Q3 20146
PRIVATE TRUST CO NA 660.04%0.06%0.09%Q2 2022Q3 20236
OXFORD FINANCIAL GROUP, LTD. LLC 420.00%0.05%0.12%Q3 2021Q2 20236
United Bank 660.18%0.22%0.31%Q4 2020Q1 20226
Gary Goldberg Planning Services Inc 420.01%0.21%0.64%Q1 2013Q4 20146
Sonora Investment Management, LLC 310.00%0.00%0.00%Q3 2015Q3 20216
ACCESS FINANCIAL SERVICES, INC. 420.71%1.13%1.41%Q3 2019Q1 20226
Stearns Financial Services Group 660.00%0.01%0.02%Q3 2018Q4 20196
Antonetti Capital Management LLC 661.35%2.04%2.78%Q2 2013Q3 20146
Stratos Investment Management, LLC 330.05%0.12%0.21%Q1 2019Q1 20226
Granite Bay Wealth Management, LLC 410.02%0.30%0.70%Q4 2021Q3 20236
VOLORIDGE INVESTMENT MANAGEMENT, LLC 210.09%0.54%1.70%Q1 2018Q4 20216
Shamrock Asset Management LLC 660.00%2.60%5.46%Q2 2013Q3 20146
PrairieView Partners, LLC 660.01%0.01%0.01%Q1 2022Q2 20236
Iowa State Bank 660.09%0.12%0.17%Q3 2019Q4 20206
GSA CAPITAL PARTNERS LLP 310.05%0.14%0.27%Q4 2020Q3 20236
180 WEALTH ADVISORS, LLC 660.05%0.06%0.06%Q4 2020Q1 20226
New Potomac Partners, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Alphadyne Asset Management LP 330.28%1.12%2.00%Q3 2022Q1 20236
Q3 Asset Management 210.00%4.83%10.58%Q1 2018Q2 20236
Allianz Asset Management GmbH 310.00%0.00%0.01%Q4 2014Q3 20196
Euclid Advisors LLC 332.65%4.29%6.54%Q2 2013Q1 20156
Bluefin Trading, LLC 210.00%0.11%0.47%Q2 2013Q4 20196
Principle Wealth Partners LLC 410.03%0.05%0.12%Q1 2019Q3 20216
Hurlow Wealth Management Group, Inc. 510.09%0.14%0.16%Q1 2021Q2 20236
RWC Asset Management LLP 660.02%0.02%0.02%Q4 2014Q1 20166
Financial & Tax Architects, LLC 420.25%0.35%0.52%Q1 2021Q3 20236
HM PAYSON & CO 420.00%0.00%0.00%Q4 2019Q4 20226
Strategic Investment Advisors / MI 220.08%0.18%0.35%Q4 2018Q3 20236
Private Wealth Group, LLC 660.23%0.32%0.40%Q2 2022Q3 20236
Resurgent Financial Advisors LLC 440.00%0.01%0.04%Q4 2022Q3 20236
Susquehanna International Group Ltd. 210.11%0.59%1.04%Q3 2019Q2 20236
Sargent Investment Group, LLC 660.06%0.06%0.07%Q4 2020Q1 20226
BTR CAPITAL MANAGEMENT INC 660.07%0.11%0.14%Q4 2013Q1 20156
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.02%0.10%0.36%Q4 2019Q3 20236
NatWest Group plc 550.06%0.20%0.37%Q2 2013Q2 20146
Lehman & Derafelo Financial Resources LLC 660.02%0.02%0.02%Q4 2018Q1 20206
Bay Harbor Wealth Management, LLC 310.00%0.16%0.40%Q4 2018Q1 20216
ARCADIA INVESTMENT MANAGEMENT CORP/MI 660.02%0.02%0.02%Q4 2015Q1 20176
Enterprise Bank & Trust Co 660.10%0.10%0.10%Q3 2020Q4 20216
Occidental Asset Management, LLC 510.34%0.60%0.82%Q4 2015Q4 20216
Y-Intercept (Hong Kong) Ltd 310.06%0.11%0.17%Q2 2021Q3 20236
Cornerstone Wealth Group, LLC 420.05%1.63%3.06%Q1 2019Q1 20216
Leelyn Smith, LLC 660.11%0.13%0.26%Q4 2019Q1 20216
Optimum Quantvest Corp 662.24%3.33%4.91%Q2 2019Q3 20206
Legend Financial Advisors, Inc. 510.09%0.25%1.00%Q4 2021Q3 20236
HANCOCK WHITNEY CORP 210.02%0.08%0.14%Q4 2014Q1 20186
Laird Norton Wetherby Trust Company, LLC 660.02%0.02%0.02%Q4 2020Q1 20226
RUSSELL FRANK CO/ 660.00%0.00%0.00%Q3 2013Q4 20146
VSR Financial Services, Inc. 330.04%0.09%0.14%Q3 2013Q2 20166
Atlas Private Wealth Management, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
LOOMIS SAYLES & CO L P 210.00%0.04%0.18%Q3 2013Q2 20196
TCWP LLC 660.06%0.29%0.94%Q4 2021Q1 20236
Strategic Wealth Investment Group, LLC 660.88%1.31%1.75%Q2 2022Q3 20236
swisspartners Advisors Ltd 665.81%10.84%15.07%Q4 2019Q1 20216
Engrave Wealth Partners LLC 662.35%2.84%3.52%Q4 2019Q1 20216
Veracity Capital LLC 660.07%0.24%0.61%Q4 2019Q1 20216
Atlas Private Wealth Advisors 660.00%0.01%0.01%Q2 2020Q3 20216
Bensler, LLC 420.05%0.06%0.08%Q4 2021Q3 20236
CHIRON CAPITAL MANAGEMENT, LLC 510.04%0.75%1.26%Q3 2020Q3 20236
MTM Investment Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.03%0.04%0.05%Q2 2021Q4 20226
Brown Miller Wealth Management, LLC 510.18%0.28%0.45%Q4 2020Q3 20236
BAKER TILLY WEALTH MANAGEMENT, LLC 660.06%0.09%0.13%Q4 2020Q1 20226
DB Wealth Management Group, LLC 660.05%0.09%0.11%Q4 2020Q1 20226
Taylor & Morgan Wealth Management, LLC 660.17%0.22%0.25%Q1 2022Q2 20236
Midwest Wealth Management Inc. 660.24%0.26%0.28%Q4 2020Q1 20226
Lebenthal Global Advisors, LLC 330.12%2.72%8.09%Q4 2020Q2 20226
Coston, McIsaac & Partners 660.01%0.01%0.02%Q2 2022Q3 20236
3D/L Capital Management, LLC 510.20%0.22%0.23%Q1 2021Q3 20236
Hudson Portfolio Management LLC 660.27%0.39%0.45%Q1 2021Q2 20226
SkyView Investment Advisors, LLC 660.04%0.28%0.41%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Optiver Holding B.V. 420.00%0.00%0.01%Q1 2022Q3 20236
Corsicana & Co. 660.64%0.78%0.87%Q2 2021Q3 20226
Accurate Wealth Management, LLC 330.03%0.95%2.60%Q2 2021Q2 20236
Athena Investment Management 660.32%0.37%0.40%Q2 2022Q3 20236
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.02%0.42%1.25%Q2 2015Q3 20166
WealthPLAN Partners, LLC 210.00%0.01%0.03%Q1 2015Q2 20236
Lee Capital Management LP 661.08%1.23%1.31%Q4 2016Q1 20186
Private Advisory Group LLC 410.05%0.27%1.06%Q1 2018Q3 20236
Elite Wealth Management, Inc. 310.00%0.15%0.52%Q3 2012Q2 20146
Integrated Investment Consultants, LLC 510.01%0.01%0.02%Q1 2016Q1 20226
Pure Financial Advisors, LLC 550.01%0.02%0.02%Q4 2022Q4 20235
MBA Advisors LLC 550.13%0.17%0.22%Q1 2021Q1 20225
Round Rock Advisors, LLC 550.14%0.30%0.48%Q4 2020Q4 20215
McIlrath & Eck, LLC 550.00%0.00%0.01%Q1 2019Q1 20205
Vantage Investment Partners, LLC 550.52%1.00%1.30%Q4 2018Q4 20195
UNITED SERVICES AUTOMOBILE ASSOCIATION 550.06%0.09%0.10%Q2 2017Q2 20185
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Hirtle Callaghan & Co LLC 550.00%0.00%0.00%Q3 2013Q3 20145
Sowa Financial Group, Inc. 550.20%0.25%0.29%Q1 2021Q1 20225
EXCHANGE TRADED CONCEPTS, LLC 310.15%3.39%5.59%Q4 2020Q4 20235
Temasek Holdings (Private) Ltd 320.07%0.10%0.11%Q3 2020Q2 20225
ACIMA PRIVATE WEALTH, LLC 550.18%0.19%0.19%Q4 2018Q4 20195
Sigma Investment Management Co 552.38%4.00%4.63%Q1 2013Q1 20145
KWMG, LLC 410.02%0.02%0.03%Q2 2018Q3 20235
Global Trust Asset Management, LLC 320.00%0.21%0.48%Q2 2018Q1 20205
Merriman Wealth Management, LLC 410.06%0.49%1.80%Q2 2016Q4 20175
Marathon Trading Investment Management LLC 210.02%0.04%0.09%Q4 2018Q3 20235
GHP Investment Advisors, Inc. 550.00%0.00%0.00%Q1 2022Q1 20235
Secrest Blakey & Associates, LLC 550.22%0.24%0.27%Q4 2017Q4 20185
Biltmore Capital Advisors LLC 550.06%0.13%0.17%Q4 2020Q4 20215
GPM Growth Investors, Inc. 550.49%0.51%0.54%Q1 2020Q1 20215
SIMMONS FIRST TRUST CO NA 550.17%0.31%0.40%Q4 2014Q4 20155
ADVISOR PARTNERS II, LLC 550.02%0.03%0.06%Q3 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.20%0.70%1.45%Q4 2016Q4 20175
FRG Family Wealth Advisors LLC 550.04%0.10%0.12%Q1 2021Q1 20225
EVOKE WEALTH, LLC 410.00%0.00%0.00%Q3 2019Q4 20205
U S GLOBAL INVESTORS INC 410.12%0.29%0.70%Q4 2017Q2 20195
RWA WEALTH PARTNERS, LLC 410.45%0.87%1.21%Q2 2017Q4 20185
CEDAR HILL ASSOCIATES, LLC 551.42%2.15%2.49%Q4 2017Q4 20185
Apexium Financial, LP 210.02%0.08%0.29%Q4 2019Q3 20235
Crestwood Advisors Group, LLC 210.00%0.35%0.88%Q1 2017Q3 20235
Capital Bank & Trust Co 310.00%0.00%0.00%Q1 2019Q1 20215
Barrett Asset Management, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 210.00%0.02%0.04%Q4 2016Q1 20235
Crescent Grove Advisors, LLC 410.04%0.15%0.45%Q2 2017Q3 20235
FNY Investment Advisers, LLC 440.00%0.03%0.08%Q2 2018Q1 20195
FRONTIER INVESTMENT MGMT CO 550.02%0.02%0.02%Q2 2019Q2 20205
COLDSTREAM CAPITAL MANAGEMENT INC 410.01%0.01%0.02%Q2 2022Q3 20235
SPX Gestao de Recursos Ltda 213.61%6.53%11.42%Q4 2014Q4 20205
Pinnacle Bancorp, Inc. 410.01%0.01%0.01%Q1 2017Q4 20215
BARRETT & COMPANY, INC. 550.04%0.05%0.05%Q3 2022Q3 20235
Ashfield Capital Partners, LLC 320.03%0.04%0.05%Q2 2019Q4 20215
Capital Wealth Planning, LLC 410.03%0.13%0.35%Q2 2017Q1 20205
TrueWealth Advisors, LLC 550.14%0.17%0.19%Q1 2021Q1 20225
Pariax, LLC 553.14%3.67%4.62%Q4 2021Q4 20225
Camarda Financial Advisors, LLC 310.21%3.56%5.85%Q4 2020Q2 20235
ClearBridge Investments 310.00%0.00%0.00%Q2 2014Q2 20205
BigSur Wealth Management LLC 320.02%0.16%0.26%Q1 2017Q2 20225
Savior LLC 410.01%0.01%0.02%Q4 2019Q2 20215
IMC-Chicago, LLC 110.00%0.01%0.04%Q4 2019Q1 20235
Heritage Trust Co 410.01%0.01%0.01%Q1 2017Q4 20185
Harrison & Co Wealth Management, LLC 552.84%3.31%3.68%Q4 2021Q4 20225
LNZ Capital LP 552.70%3.93%5.20%Q2 2016Q2 20175
FIRST HORIZON CORP 410.12%0.12%0.13%Q2 2013Q2 20215
TUCKER ASSET MANAGEMENT LLC 550.00%0.87%2.19%Q3 2022Q3 20235
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 410.00%0.01%0.02%Q4 2013Q2 20195
BBVA USA Bancshares, Inc. 410.03%0.27%0.72%Q4 2019Q1 20215
Rise Advisors, LLC 550.10%0.13%0.17%Q4 2021Q4 20225
Leonetti & Associates, LLC 551.31%1.72%2.07%Q2 2015Q2 20165
Rosenberg Matthew Hamilton 410.00%0.00%0.01%Q1 2022Q2 20235
QUANTUM CAPITAL MANAGEMENT 550.03%0.05%0.09%Q3 2019Q3 20205
Numeric Investors LLC 210.02%0.05%0.14%Q3 2013Q4 20175
EHP Funds Inc. 550.05%0.08%0.13%Q3 2022Q3 20235
1607 Capital Partners, LLC 550.12%0.14%0.18%Q4 2020Q4 20215
Keeler Thomas Management LLC 320.16%0.72%1.14%Q4 2017Q4 20195
Strategic Blueprint, LLC 410.01%0.03%0.05%Q3 2019Q1 20225
Sepio Capital, LP 310.02%0.03%0.06%Q1 2019Q4 20215
CoreCap Advisors, LLC 550.06%0.18%0.36%Q4 2021Q4 20225
Triumph Capital Management 320.19%0.26%0.46%Q2 2021Q4 20225
Frank, Rimerman Advisors LLC 550.11%0.14%0.17%Q3 2022Q3 20235
Balboa Wealth Partners 550.09%0.17%0.22%Q3 2022Q3 20235
Lake Point Wealth Management 320.00%0.05%0.23%Q4 2018Q1 20205
TBH Global Asset Management, LLC 320.06%0.10%0.16%Q2 2020Q3 20235
QUEST CAPITAL MANAGEMENT INC /ADV 550.10%0.11%0.11%Q4 2020Q4 20215
Blue Edge Capital, LLC 551.46%1.54%1.65%Q4 2014Q4 20155
Cornerstone Advisory, LLC 410.00%0.19%0.31%Q1 2017Q4 20215
Clear Perspectives Financial Planning, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Premia Global Advisors, LLC 320.03%0.77%1.67%Q4 2017Q3 20195
Centric Wealth Management 550.36%0.46%0.55%Q4 2020Q4 20215
Portfolio Strategies, Inc. 411.07%1.93%2.54%Q4 2021Q3 20235
Weiss Asset Management LP 210.01%0.13%0.45%Q2 2018Q3 20235
TECTONIC ADVISORS LLC 550.00%0.01%0.02%Q4 2020Q4 20215
Cadent Capital Advisors, LLC 551.64%2.06%2.48%Q4 2020Q4 20215
Ameraudi Asset Management, Inc. 312.41%3.03%4.26%Q4 2019Q3 20235
Dakota Wealth Management 550.16%0.18%0.20%Q3 2022Q3 20235
BERRY GROUP, LLC 550.20%0.27%0.30%Q4 2019Q4 20205
UNITED BANK 550.50%0.59%0.71%Q4 2015Q4 20165
Black Swift Group, LLC 210.00%1.10%2.73%Q3 2017Q1 20235
THOMPSON DAVIS & CO., INC. 550.03%0.04%0.04%Q3 2016Q3 20175
SEARCY FINANCIAL SERVICES INC /ADV 558.64%10.10%14.18%Q4 2018Q4 20195
MARINER INVESTMENT GROUP LLC 550.01%0.02%0.04%Q2 2013Q2 20145
Employees Retirement System of Texas 550.14%0.20%0.25%Q2 2018Q2 20195
DUBUQUE BANK & TRUST CO 210.00%0.01%0.01%Q2 2013Q1 20195
Centerpoint Advisors, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
HCR Wealth Advisors 550.00%0.01%0.03%Q4 2019Q4 20205
BlueSky Wealth Advisors, LLC 550.06%0.07%0.07%Q1 2021Q1 20225
Quantbot Technologies LP 210.02%0.04%0.07%Q3 2019Q2 20235
GREENWOOD CAPITAL ASSOCIATES LLC 210.08%0.11%0.12%Q3 2013Q3 20225
KAYS FINANCIAL ADVISORY CORP /ADV 550.50%0.54%0.59%Q4 2013Q4 20145
LifePlan Financial Group, Inc 410.00%2.55%12.65%Q2 2013Q3 20205
Bouchey Financial Group Ltd 412.09%2.71%2.98%Q4 2015Q1 20225
American Financial Network Advisory Services LLC 550.11%0.42%0.88%Q3 2017Q3 20185
Walleye Capital LLC 210.13%0.17%0.20%Q1 2022Q3 20235
XPONANCE, INC. 550.03%0.16%0.49%Q4 2013Q4 20145
Manifold Partners, LLC 210.01%0.93%1.76%Q4 2013Q4 20155
PRICE T ROWE ASSOCIATES INC /MD/ 220.00%0.02%0.05%Q3 2017Q1 20225
Red Door Wealth Management, LLC 320.01%0.12%0.19%Q1 2020Q4 20215
REDW Wealth LLC 440.07%0.10%0.11%Q4 2022Q3 20234
Ellevest, Inc. 210.00%0.00%0.01%Q1 2020Q4 20214
Corient Private Wealth LLC 440.04%0.04%0.05%Q4 2022Q3 20234
MARCO INVESTMENT MANAGEMENT LLC 310.02%0.09%0.11%Q2 2018Q4 20214
Privium Fund Management (UK) Ltd 440.62%0.78%0.96%Q4 2022Q3 20234
Pinz Capital Management, LP 110.16%0.59%1.67%Q4 2020Q2 20224
COLLECTIVE FAMILY OFFICE LLC 440.08%0.09%0.12%Q4 2022Q3 20234
MIRABELLA FINANCIAL SERVICES LLP 110.04%0.14%0.24%Q3 2020Q3 20234
SII INVESTMENTS INC/WI 310.01%0.16%0.26%Q2 2013Q3 20174
Stack Financial Management, Inc 210.03%0.03%0.04%Q4 2016Q2 20204
DT Investment Partners, LLC 310.03%0.04%0.05%Q2 2019Q2 20224
Fortress Investment Group LLC 440.02%0.86%1.85%Q2 2014Q1 20154
Wealthspire Advisors, LLC 210.00%0.00%0.01%Q4 2018Q4 20214
Legacy Capital Wealth Partners, LLC 440.11%1.65%2.44%Q1 2022Q4 20224
Sharper & Granite LLC 440.17%0.35%0.50%Q4 2022Q3 20234
Frontier Wealth Management LLC 440.00%0.02%0.02%Q2 2021Q1 20224
Family Asset Management, LLC 440.06%0.25%0.68%Q4 2022Q3 20234
NewDay Solutions, LLC 311.96%2.16%2.27%Q4 2018Q4 20194
Stephens Consulting, LLC 440.02%0.03%0.04%Q1 2022Q4 20224
Act Two Investors LLC 310.22%0.25%0.31%Q2 2022Q2 20234
SG3 Management, LLC 210.04%0.09%0.24%Q1 2019Q4 20214
ASSET ADVISORS CORP 440.01%0.01%0.01%Q3 2016Q2 20174
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 440.10%1.04%2.00%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 440.06%0.07%0.08%Q4 2022Q3 20234
ROBERTSON STEPHENS ADVISORS LLC 441.94%2.80%4.17%Q4 2016Q3 20174
Addison Advisors LLC 440.00%0.19%0.44%Q2 2021Q1 20224
FAS Wealth Partners, Inc. 440.05%0.06%0.06%Q1 2018Q4 20184
TTP Investments, Inc. 443.42%6.62%9.13%Q4 2017Q3 20184
Nalls Sherbakoff Group, LLC 310.02%0.02%0.02%Q4 2018Q3 20234
Latitude Advisors, LLC 310.09%0.11%0.14%Q3 2021Q2 20234
West Financial Advisors, LLC 210.19%0.36%0.48%Q4 2020Q3 20234
Mach-1 Financial Group, LLC 310.02%0.07%0.19%Q1 2022Q1 20234
Loudon Investment Management, LLC 440.21%0.24%0.26%Q3 2020Q2 20214
Phoenix Wealth Advisors 440.02%0.02%0.02%Q4 2020Q3 20214
WESPAC Advisors SoCal, LLC 310.03%0.03%0.04%Q1 2018Q1 20194
Carnick & Kubik, LLC 310.07%0.12%0.16%Q4 2013Q1 20164
Kepos Capital LP 310.58%1.24%1.94%Q1 2018Q1 20194
Phillips Wealth Planners LLC 440.66%0.75%0.91%Q4 2022Q3 20234
HALL LAURIE J TRUSTEE 440.09%0.09%0.10%Q4 2017Q3 20184
Gupta Wealth Management LLC 440.02%0.05%0.07%Q2 2015Q1 20164
Talisman Wealth Advisors LLC 440.52%0.57%0.60%Q4 2022Q3 20234
CALTON & ASSOCIATES, INC. 210.00%0.10%0.30%Q4 2017Q4 20214
Olistico Wealth, LLC 440.32%0.33%0.33%Q4 2022Q3 20234
RDA Financial Network 440.10%0.11%0.13%Q1 2019Q4 20194
Navigation Wealth Management, Inc. 440.06%0.30%0.64%Q2 2021Q1 20224
Lumina Fund Management LLC 440.05%0.13%0.34%Q4 2017Q3 20184
KINGDON CAPITAL MANAGEMENT, L.L.C. 310.32%0.64%1.38%Q4 2016Q3 20184
KHP Capital, LLC 442.21%2.59%2.77%Q4 2017Q3 20184
Belmont Global Advisors, Inc. 440.42%0.95%1.89%Q4 2014Q3 20154
DUPONT CAPITAL MANAGEMENT CORP 210.06%0.09%0.10%Q2 2013Q1 20154
KARLINSKI ANDREW C 440.03%0.04%0.05%Q4 2021Q3 20224
WealthCare Investment Partners, LLC 440.23%0.64%1.47%Q4 2021Q3 20224
MUNDER CAPITAL MANAGEMENT 440.00%0.00%0.00%Q2 2013Q1 20144
Cassaday & Co Wealth Management LLC 440.02%0.02%0.02%Q4 2022Q3 20234
CETERA INVESTMENT MANAGEMENT LLC 220.35%0.44%0.47%Q4 2015Q1 20174
NEW ENGLAND ASSET MANAGEMENT INC 210.01%0.02%0.03%Q4 2016Q4 20184
Richard W. Paul & Associates, LLC 440.50%0.64%0.88%Q4 2022Q3 20234
PETREDIS INVESTMENT ADVISORS LLC 441.14%1.31%1.39%Q4 2022Q3 20234
Williams Jones Wealth Management, LLC. 440.01%0.01%0.01%Q4 2022Q3 20234
Candlestick Capital Management LP 311.92%3.17%4.64%Q1 2020Q2 20214
Waterloo Capital, L.P. 310.06%0.10%0.19%Q1 2020Q3 20234
First Personal Financial Services 210.00%0.00%0.01%Q4 2015Q3 20224
Arista Wealth Management, LLC 440.12%0.14%0.16%Q4 2022Q3 20234
SUMITOMO MITSUI FINANCIAL GROUP, INC. 220.33%1.03%2.27%Q2 2021Q3 20224
Congress Park Capital LLC 440.15%0.20%0.26%Q1 2022Q4 20224
Mill Creek Capital Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Deer Park Road Corp 111.53%3.26%4.49%Q1 2022Q3 20234
Edmond de Rothschild (Europe) 440.01%0.20%0.40%Q2 2015Q1 20164
TEXAS CAPITAL BANCSHARES INC/TX 211.17%1.26%1.39%Q4 2021Q2 20234
Summit Financial Wealth Advisors, LLC 440.12%0.12%0.12%Q4 2014Q3 20154
STAR Financial Bank 440.30%0.34%0.37%Q4 2022Q3 20234
Financial Freedom, LLC 441.12%1.39%1.55%Q4 2022Q3 20234
Live Oak Investment Partners 440.73%0.77%0.80%Q4 2022Q3 20234
HARBOR CAPITAL ADVISORS, INC. 443.20%3.45%4.07%Q1 2023Q4 20234
Capital One Investing, Inc. 440.88%0.95%1.03%Q4 2018Q3 20194
Independence Advisors, LLC 440.02%0.02%0.02%Q4 2019Q3 20204
BNC WEALTH MANAGEMENT, LLC 220.33%0.46%0.52%Q4 2021Q3 20234
CALDWELL SUTTER CAPITAL, INC. 440.12%0.14%0.16%Q4 2022Q3 20234
Park Place Capital Corp 440.00%0.00%0.01%Q4 2022Q3 20234
Sunbelt Securities, Inc. 310.01%0.02%0.04%Q4 2016Q3 20234
Gateway Wealth Partners, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Bryn Mawr Capital Management, LLC 440.08%0.11%0.12%Q4 2022Q3 20234
Hudson Bay Capital Management LP 310.02%0.10%0.26%Q3 2016Q1 20204
Claraphi Advisory Network, LLC 210.02%0.10%0.19%Q4 2018Q1 20204
Private Wealth Partners, LLC 310.02%0.02%0.02%Q4 2020Q3 20234
Granite Harbor Advisors, Inc. 442.87%2.97%3.07%Q4 2022Q3 20234
Capstone Triton Financial Group, LLC 220.12%0.21%0.46%Q4 2020Q4 20214
LUTS & GREENLEIGH GROUP, INC 440.35%0.41%0.45%Q4 2022Q3 20234
Smith Anglin Financial, LLC 440.04%0.05%0.05%Q1 2021Q4 20214
SPOT TRADING L.L.C. 220.01%0.06%0.08%Q2 2017Q3 20174
Charles Schwab Investment Advisory, Inc. 441.32%1.80%2.69%Q1 2015Q4 20154
Rikoon Group, LLC 440.09%0.09%0.10%Q1 2018Q4 20184
CLARK FINANCIAL SERVICES GROUP INC /BD 441.20%1.21%1.23%Q1 2021Q4 20214
McElhenny Sheffield Capital Management, LLC 210.07%1.82%7.01%Q4 2021Q3 20234
Banco BTG Pactual S.A. 110.00%9.26%36.55%Q1 2020Q4 20224
SMITH, MOORE & CO. 440.18%0.19%0.20%Q4 2013Q3 20144
Wealth Architects, LLC 310.03%0.04%0.04%Q3 2021Q3 20234
SNS Financial Group, LLC 210.34%0.62%1.05%Q1 2014Q4 20154
GTS SECURITIES LLC 220.03%0.24%0.87%Q2 2023Q3 20234
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 444.53%4.65%4.74%Q4 2019Q3 20204
1919 Investment Counsel, LLC 440.00%0.00%0.00%Q4 2013Q3 20144
Julex Capital Management, LLC 440.02%7.60%13.11%Q4 2018Q3 20194
Arlington Partners LLC 310.01%0.08%0.15%Q4 2019Q2 20224
Silversage Advisors 446.63%7.29%8.78%Q4 2019Q3 20204
Fifth Third Wealth Advisors LLC 440.25%0.42%0.77%Q1 2023Q4 20234
CHANNEL WEALTH LLC 440.14%0.37%0.57%Q1 2023Q4 20234
Soltis Investment Advisors LLC 210.04%0.23%0.48%Q3 2020Q2 20234
FSA Wealth Management LLC 310.01%0.01%0.01%Q4 2019Q4 20204
New England Investment & Retirement Group, Inc. 441.38%3.68%8.09%Q2 2013Q1 20144
AGF MANAGEMENT LTD 440.23%0.37%0.58%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Aviance Capital Partners, LLC 440.04%0.05%0.06%Q2 2021Q1 20224
MKP Capital Management, L.L.C. 210.34%6.09%17.27%Q4 2014Q1 20214
Bedell Frazier Investment Counselling, LLC 310.06%0.11%0.17%Q4 2021Q2 20234
ALETHEA CAPITAL MANAGEMENT, LLC 440.54%1.13%2.22%Q4 2014Q3 20154
TOWER TRUST Co 441.35%1.42%1.49%Q2 2013Q1 20144
Wedmont Private Capital 310.03%0.04%0.06%Q1 2022Q3 20234
Stanford Investment Group, Inc. 440.07%0.08%0.09%Q4 2015Q3 20164
Tibra Equities Europe Ltd 110.46%2.56%4.75%Q3 2018Q3 20204
Cambria Investment Management, L.P. 440.12%0.17%0.21%Q2 2015Q1 20164
Alexandria Capital, LLC 440.01%0.02%0.02%Q1 2015Q4 20154
Independent Advisor Alliance 220.04%0.05%0.07%Q4 2018Q4 20194
Stewardship Financial Advisors, LLC 310.02%0.02%0.02%Q4 2019Q1 20214
Cullen Capital Management, LLC 110.01%0.03%0.05%Q2 2021Q2 20234
Braun-Bostich & Associates Inc. 440.00%1.56%2.26%Q1 2019Q4 20194
Clean Yield Group 310.01%0.01%0.01%Q4 2020Q4 20214
Simplicity Wealth,LLC 441.27%1.95%3.05%Q4 2021Q3 20224
TWIN FOCUS CAPITAL PARTNERS, LLC 440.04%0.05%0.05%Q2 2021Q1 20224
FundX Investment Group, LLC 220.53%3.07%5.24%Q4 2015Q4 20184
Kovitz Investment Group Partners, LLC 310.00%0.02%0.06%Q1 2021Q4 20224
Watermark Asset Management, Inc. 440.00%0.00%0.00%Q1 2017Q4 20174
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 310.03%0.04%0.05%Q4 2017Q4 20184
Constellation Wealth Advisors, LLC 310.02%0.23%0.35%Q2 2013Q3 20144
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
VIRIDIAN RIA, LLC 440.13%3.05%4.36%Q1 2019Q4 20194
Y.D. More Investments Ltd 440.04%0.05%0.06%Q4 2022Q3 20234
DRW Securities, LLC 210.05%0.12%0.22%Q4 2014Q3 20234
Lansing Street Advisors 310.00%0.00%0.01%Q1 2022Q2 20234
Main Management Fund Advisors LLC 4410.08%10.27%10.42%Q4 2022Q3 20234
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.01%Q3 2019Q3 20234
Nadler Financial Group, Inc. 440.06%0.06%0.07%Q4 2022Q3 20234
Elwood & Goetz Wealth Advisory Group, LLC 440.61%0.72%0.83%Q1 2022Q4 20224
Alaethes Wealth LLC 440.12%0.14%0.14%Q2 2021Q1 20224
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q4 2017Q3 20234
MIZUHO SECURITIES USA LLC 310.21%0.41%0.70%Q4 2019Q1 20214
ARMSTRONG ADVISORY GROUP, INC 442.03%3.15%3.64%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Ally Invest Advisors Inc. 440.02%0.04%0.05%Q4 2022Q3 20234
DecisionPoint Financial, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 210.03%0.05%0.06%Q4 2020Q3 20234
QVR LLC 210.16%0.53%1.25%Q4 2017Q1 20194
OLD DOMINION CAPITAL MANAGEMENT INC 441.00%3.54%4.81%Q2 2013Q1 20144
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 441.41%1.76%2.56%Q4 2022Q3 20234
SIGMA INVESTMENT COUNSELORS INC 310.04%0.04%0.04%Q2 2016Q3 20204
Guild Investment Management, Inc. 211.20%5.49%15.52%Q4 2014Q3 20184
SPROTT INC. 440.02%0.03%0.04%Q4 2014Q3 20154
JT Stratford LLC 440.30%0.37%0.42%Q2 2022Q1 20234
Bragg Financial Advisors, Inc 440.01%0.01%0.01%Q4 2022Q3 20234
Orbitronix, LP 210.43%1.21%2.40%Q4 2013Q1 20154
Clarius Group, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
CASCADE INVESTMENT GROUP, INC. 440.25%0.26%0.28%Q4 2022Q3 20234
Dynasty Wealth Management, LLC 440.09%0.34%0.48%Q4 2017Q3 20184
Column Capital Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Litman Gregory Wealth Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.05%0.06%0.06%Q4 2017Q3 20183
MD Financial Management Inc. 331.79%1.91%2.12%Q2 2021Q4 20213
Columbus Macro, LLC 210.20%0.22%0.25%Q2 2018Q1 20203
Mitsubishi UFJ Asset Management (UK) Ltd. 211.25%1.85%2.93%Q4 2018Q1 20203
SJS Investment Consulting Inc. 210.00%0.00%0.00%Q4 2021Q3 20223
SageView Advisory Group, LLC 330.02%0.05%0.06%Q1 2023Q3 20233
LionEye Capital Management LLC 330.90%1.31%1.92%Q2 2014Q4 20143
Delek Group, Ltd. 330.02%0.02%0.03%Q1 2018Q3 20183
Ballew Advisors, Inc 330.04%0.04%0.05%Q1 2018Q3 20183
National Mutual Insurance Federation of Agricultural Cooperatives 330.54%0.70%1.02%Q3 2017Q1 20183
ASSET MANAGEMENT CORP /IL/ /ADV 210.19%0.27%0.42%Q4 2019Q1 20233
EVERGREEN CAPITAL MANAGEMENT LLC 330.02%0.02%0.02%Q3 2021Q1 20223
Gladius Capital Management LP 210.93%1.07%1.22%Q4 2019Q4 20203
Phocas Financial Corp. 110.01%0.02%0.03%Q2 2021Q4 20223
Lucia Wealth Services, LLC 210.03%0.03%0.04%Q3 2019Q3 20203
Wechter Feldman Wealth Management, Inc. 336.77%7.05%7.34%Q1 2018Q3 20183
Acorn Wealth Advisors, LLC 330.01%0.03%0.04%Q4 2017Q2 20183
Destination Wealth Management 210.00%0.09%0.28%Q2 2015Q3 20183
Jackson Wealth Management, LLC 330.11%0.13%0.15%Q1 2015Q3 20153
Kabarec Financial Advisors, Ltd. 336.13%6.46%7.03%Q4 2017Q2 20183
Pinkerton Retirement Specialists, LLC 210.00%0.05%0.16%Q3 2015Q3 20173
Pension Partners, LLC 210.21%1.75%2.84%Q3 2014Q3 20153
G&S Capital LLC 330.06%0.97%1.52%Q3 2019Q1 20203
Alaska Wealth Advisors 330.01%0.01%0.02%Q1 2023Q3 20233
Rezny Wealth Management, Inc. 337.68%7.76%7.94%Q4 2015Q2 20163
ELEMENT CAPITAL MANAGEMENT LLC 211.25%1.34%1.46%Q2 2018Q1 20193
Dynamic Technology Lab Private Ltd 210.04%0.04%0.04%Q4 2020Q1 20223
Visium Asset Management, LP 330.01%0.02%0.03%Q2 2013Q4 20133
Russell Investments Group, Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
Barnett & Company, Inc. 330.01%0.08%0.18%Q1 2021Q3 20213
Atom Investors LP 210.28%0.97%2.26%Q4 2020Q3 20233
SCOPUS ASSET MANAGEMENT, L.P. 110.00%1.86%5.34%Q1 2016Q1 20183
Gallagher Fiduciary Advisors, LLC 330.13%0.14%0.16%Q1 2023Q3 20233
Glenview Trust Co 210.01%0.04%0.08%Q4 2021Q4 20223
O'Dell Group, LLC 210.00%0.00%0.00%Q2 2022Q2 20233
WEALTHFRONT Corp 210.00%0.00%0.00%Q3 2014Q2 20153
Amplius Wealth Advisors, LLC 210.01%0.06%0.10%Q4 2021Q3 20223
READYSTATE ASSET MANAGEMENT LP 110.64%0.99%1.68%Q4 2022Q4 20223
Stelac Advisory Services LLC 210.04%0.05%0.07%Q1 2017Q1 20213
ARGI Investment Services, LLC 330.04%0.05%0.07%Q2 2022Q4 20223
Strategic Point Investment Advisors, LLC 333.99%4.06%4.14%Q2 2013Q4 20133
HIGHLAND CAPITAL MANAGEMENT LP 110.02%0.09%0.23%Q4 2017Q2 20183
GLG Partners LP 210.03%0.15%0.27%Q2 2013Q3 20163
CIBC WORLD MARKETS CORP 110.02%0.19%0.30%Q1 2018Q2 20223
Principal Street Partners, LLC 110.09%0.70%1.82%Q3 2019Q4 20223
Guidant Wealth Advisors 330.19%0.19%0.20%Q1 2019Q3 20193
Sharkey, Howes & Javer 330.01%0.01%0.01%Q3 2017Q1 20183
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.01%0.04%0.08%Q2 2018Q2 20183
MCKINLEY CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q3 2016Q3 20173
HANSEATIC MANAGEMENT SERVICES INC 330.01%0.01%0.01%Q2 2013Q4 20133
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 330.11%0.12%0.13%Q1 2018Q3 20183
Lee Financial Co 110.00%0.00%0.01%Q4 2021Q3 20233
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 211.74%1.97%2.43%Q2 2018Q2 20193
Personal Wealth Partners 330.00%0.00%0.00%Q2 2019Q4 20193
MERITAGE PORTFOLIO MANAGEMENT 330.39%0.56%0.68%Q4 2019Q2 20203
Hoover Financial Advisors, Inc. 330.02%0.03%0.04%Q4 2020Q2 20213
Geneva Advisors, LLC 330.01%0.01%0.01%Q4 2016Q2 20173
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Pinnacle Summer Investments, Inc. 331.21%1.66%2.10%Q2 2015Q4 20153
Intrepid Financial Planning Group LLC 331.19%1.49%1.66%Q2 2022Q4 20223
Folger Hill Asset Management LP 330.06%0.08%0.10%Q4 2016Q2 20173
Core Alternative Capital 210.00%0.14%0.27%Q4 2022Q3 20233
Torch Wealth Management LLC 330.02%0.03%0.04%Q4 2013Q2 20143
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 332.88%5.10%6.25%Q1 2016Q3 20163
UNIVEST FINANCIAL Corp 210.59%0.74%0.83%Q4 2018Q4 20223
STRINGER ASSET MANAGEMENT, LLC 214.22%4.37%4.50%Q3 2015Q1 20193
AVALON CAPITAL MANAGEMENT 210.99%1.71%2.12%Q2 2014Q4 20153
Venture Visionary Partners LLC 110.01%0.01%0.02%Q4 2021Q1 20233
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.44%0.46%0.48%Q1 2018Q3 20183
Mint Tower Capital Management B.V. 110.12%1.22%1.77%Q4 2017Q1 20193
QCM Cayman, Ltd. 110.21%0.53%0.83%Q2 2020Q3 20213
SYMPHONY ASSET MANAGEMENT LLC 110.09%0.21%0.38%Q4 2018Q4 20193
VERUS CAPITAL PARTNERS, LLC 210.03%0.14%0.26%Q4 2019Q1 20223
Gotham Asset Management, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
COWEN AND COMPANY, LLC 110.02%1.13%3.27%Q4 2019Q1 20213
Leucadia National 110.03%0.04%0.05%Q4 2022Q4 20223
SPRING CREEK CAPITAL LLC 330.05%0.25%0.36%Q2 2018Q4 20183
INVESTMENT PARTNERS, LTD. 330.12%0.15%0.16%Q2 2020Q4 20203
Laird Norton Wetherby Wealth Management, LLC 210.01%0.01%0.02%Q2 2015Q4 20173
AMJ Financial Wealth Management 110.17%0.26%0.39%Q4 2019Q4 20213
LEE JOHNSON CAPITAL MANAGEMENT, LLC 330.91%0.93%0.97%Q4 2021Q2 20223
Future Financial Wealth Managment LLC 210.01%0.22%0.65%Q4 2020Q1 20223
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q4 2014Q4 20193
BANK PICTET & CIE (ASIA) LTD 330.14%0.21%0.30%Q1 2014Q3 20143
Essex Financial Services, Inc. 210.05%0.07%0.08%Q4 2013Q4 20153
Sutton Wealth Advisors Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
H&H Retirement Design & Management INC 331.67%1.85%2.00%Q1 2023Q3 20233
Crow Point Partners, LLC 330.19%0.21%0.22%Q1 2018Q3 20183
COASTLAND CAPITAL LLC 331.03%1.18%1.42%Q2 2015Q4 20153
New Republic Capital, LLC 330.01%0.02%0.03%Q4 2022Q2 20233
Fiera Capital Corp 330.00%0.00%0.00%Q2 2020Q4 20203
Fusion Investment Group, LLC 330.24%0.32%0.36%Q4 2014Q2 20153
1776 Wealth LLC 330.08%0.10%0.11%Q4 2019Q2 20203
Capital Advisory Group Advisory Services, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
National Wealth Management Group, LLC 210.28%0.41%0.64%Q4 2021Q3 20233
Confluence Wealth Services, Inc. 330.10%0.10%0.10%Q4 2021Q2 20223
RMR Wealth Builders 330.01%0.04%0.08%Q3 2020Q1 20213
Hamilton Point Investment Advisors, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Resolute Wealth Strategies, LLC 330.18%0.20%0.21%Q1 2023Q3 20233
Filbrandt Wealth Management, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Consolidated Portfolio Review Corp 330.06%0.07%0.07%Q1 2023Q3 20233
Eschler Asset Management LLP 330.44%0.56%0.78%Q1 2023Q3 20233
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.01%Q4 2019Q2 20203
Hoxton Financial, Inc. 213.72%4.23%4.93%Q2 2013Q1 20143
Cutter & CO Brokerage, Inc. 330.09%0.11%0.12%Q3 2014Q1 20153
Cornerstone Planning Group LLC 210.01%0.01%0.01%Q4 2022Q3 20233
First Allied Asset Management, Inc. 330.05%0.08%0.11%Q3 2014Q1 20153
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.02%0.05%Q3 2022Q3 20233
LGT Financial Advisors LLC 210.00%0.05%0.11%Q4 2022Q3 20233
Daiwa Securities Group Inc. 210.00%0.00%0.00%Q4 2014Q2 20233
JOYN Advisors, Inc. 330.00%0.00%0.01%Q2 2018Q4 20183
Glass Jacobson Investment Advisors llc 210.42%0.46%0.50%Q4 2022Q3 20233
CUE ADVISORY SERVICES, INC. 330.29%0.36%0.41%Q1 2018Q3 20183
Marks Wealth, LLC 331.74%6.02%11.63%Q4 2020Q2 20213
Forza Wealth Management, LLC 330.36%0.38%0.40%Q1 2023Q3 20233
WBI INVESTMENTS, LLC 110.01%0.03%0.06%Q4 2016Q4 20173
Register Financial Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Trifecta Capital Advisors, LLC 330.06%0.06%0.07%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.39%0.45%0.49%Q4 2021Q2 20223
Novak Financial Planning, LLC 330.11%0.12%0.13%Q4 2020Q2 20213
Allegiant Private Advisors, LLC 330.06%0.06%0.06%Q4 2020Q2 20213
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.01%Q1 2023Q3 20233
Golden State Equity Partners 210.06%0.16%0.31%Q2 2021Q2 20233
ETFIDEA, LLC 330.15%0.19%0.22%Q4 2021Q2 20223
Colonial River Wealth Management, LLC 330.09%0.14%0.16%Q4 2020Q2 20213
Continuum Advisory, LLC 110.03%0.04%0.05%Q4 2021Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Cape Investment Advisory, Inc. 330.03%0.04%0.04%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.00%0.00%0.01%Q4 2022Q3 20233
WCG Wealth Advisors LLC 220.01%0.04%0.10%Q2 2022Q3 20223
SageGuard Financial Group, LLC 330.19%0.19%0.20%Q4 2020Q2 20213
TEACHERS ADVISORS, LLC 330.00%0.00%0.00%Q4 2015Q2 20163
CWA Asset Management Group, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Regency Capital Management Inc.\DE 330.09%0.21%0.45%Q1 2021Q3 20213
West Oak Capital, LLC 330.02%0.04%0.07%Q1 2018Q3 20183
AXXCESS WEALTH MANAGEMENT, LLC 330.08%0.14%0.20%Q1 2023Q3 20233
FolioMetrix LLC 332.43%2.56%2.67%Q4 2014Q2 20153
J Arnold Wealth Management Co 210.02%0.09%0.23%Q4 2019Q2 20213
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
Mariner Wealth Advisors-Madison, LLC 330.25%0.28%0.29%Q1 2013Q3 20133
Cassady Schiller Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Aft, Forsyth & Sober, LLC 332.21%2.23%2.26%Q2 2013Q4 20133
WP Advisors, LLC 210.08%0.09%0.10%Q2 2018Q1 20193
Summit Trail Advisors, LLC 330.04%0.05%0.08%Q1 2023Q3 20233
Varma Mutual Pension Insurance Co 330.66%0.70%0.74%Q1 2023Q3 20233
Peloton Wealth Strategists 210.27%0.31%0.33%Q2 2014Q4 20163
Sterling Investment Advisors, Ltd. 330.01%0.01%0.01%Q2 2019Q4 20193
MARK SHEPTOFF FINANCIAL PLANNING, LLC 210.00%0.01%0.01%Q4 2015Q2 20193
SMITH HAYES Advisers, Inc 330.09%0.16%0.24%Q3 2014Q1 20153
W.G. Shaheen & Associates DBA Whitney & Co 210.04%0.05%0.06%Q4 2018Q4 20213
Eclectica Asset Management LLP 330.78%1.58%2.35%Q3 2013Q1 20143
BTG Pactual Global Asset Management Ltd 220.37%0.80%1.52%Q4 2020Q1 20213
Cumberland Partners Ltd 210.00%0.03%0.04%Q4 2019Q3 20233
Clearstead Trust, LLC 330.01%0.01%0.01%Q2 2017Q4 20173
EverSource Wealth Advisors, LLC 210.00%0.00%0.00%Q4 2021Q1 20233
FNY Partners Fund LP 330.00%0.00%0.01%Q2 2017Q4 20173
Strategic Wealth Partners, Ltd. 330.00%0.00%0.01%Q1 2018Q3 20183
Focused Wealth Management, Inc 330.00%0.00%0.00%Q1 2023Q3 20233
Soros Fund Management 110.08%0.10%0.14%Q4 2014Q4 20222
ENTERPRISE FINANCIAL SERVICES CORP 220.00%0.00%0.00%Q1 2017Q2 20172
Gyon Technologies Capital Management, LP 220.26%0.45%0.64%Q4 2021Q1 20222
Econ Financial Services Corp 220.68%0.71%0.74%Q1 2023Q2 20232
Aris Wealth Services, Inc. 220.08%0.11%0.13%Q1 2015Q2 20152
First International Bank & Trust 220.08%0.09%0.09%Q4 2021Q1 20222
AQR Capital Management 220.00%0.00%0.00%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.03%0.03%0.04%Q2 2013Q3 20132
SEAVIEW INVESTMENT MANAGERS LLC 220.03%0.04%0.04%Q3 2020Q4 20202
Carlton Hofferkamp & Jenks Wealth Management, LLC 220.32%0.35%0.39%Q4 2014Q1 20152
Crabel Capital Management, LLC 220.13%0.56%0.98%Q3 2020Q4 20202
COMERICA SECURITIES,INC. 220.02%0.02%0.02%Q4 2021Q1 20222
WT Wealth Management 220.19%0.19%0.20%Q2 2023Q3 20232
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
VAUGHAN & Co SECURITIES, INC. 220.01%0.01%0.01%Q4 2019Q1 20202
Wealthgate Family Office, LLC 220.10%0.11%0.11%Q3 2021Q4 20212
Icon Wealth Advisors, LLC 220.02%0.03%0.03%Q3 2022Q4 20222
HIGHLINE CAPITAL MANAGEMENT, L.P. 110.35%1.38%2.41%Q2 2013Q2 20152
Ciovacco Capital Management LLC 221.62%3.45%5.27%Q4 2020Q1 20212
Covenant Multifamily Offices, LLC 110.01%0.01%0.02%Q4 2013Q1 20192
Poehling Capital Management, INC. 220.01%0.01%0.01%Q1 2018Q2 20182
SWMG, LLC 220.15%0.18%0.22%Q1 2023Q2 20232
CITIZENS & NORTHERN CORP 110.13%0.19%0.26%Q3 2017Q4 20192
SUMMIT CAPITAL MANAGEMENT LLC 225.30%5.73%6.16%Q4 2015Q1 20162
EnTrustPermal Management LLC 112.74%4.59%6.44%Q1 2015Q3 20152
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.02%Q2 2020Q4 20222
Baltimore-Washington Financial Advisors, Inc. 220.00%0.00%0.00%Q3 2014Q4 20142
361 CAPITAL LLC 110.08%2.85%5.61%Q4 2015Q3 20182
MOODY LYNN & LIEBERSON, LLC 110.14%0.22%0.30%Q4 2014Q1 20172
Trilogy Capital Inc. 110.85%1.30%1.75%Q1 2022Q2 20232
TREMBLANT CAPITAL GROUP 110.50%7.00%13.50%Q2 2015Q3 20182
ORRSTOWN FINANCIAL SERVICES INC 220.01%0.01%0.01%Q3 2015Q4 20152
PALLADIUM PARTNERS LLC 220.01%0.01%0.01%Q4 2021Q1 20222
TCG Advisory Services, LLC 220.04%0.05%0.05%Q2 2023Q3 20232
Signify Wealth 110.82%1.76%2.70%Q3 2022Q2 20232
Weiss Multi-Strategy Advisers LLC 110.02%0.07%0.12%Q2 2017Q3 20192
BBVA USA 220.01%0.01%0.01%Q2 2021Q3 20212
Altus Wealth Group LLC 220.06%0.06%0.06%Q4 2020Q1 20212
DRIEHAUS CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Tradition Wealth Management, LLC 220.00%0.01%0.01%Q4 2021Q1 20222
RIVERHEAD CAPITAL MANAGEMENT LLC 220.06%0.11%0.17%Q2 2017Q3 20172
JANA PARTNERS LLC 224.09%5.27%6.45%Q1 2015Q2 20152
ALTERNA WEALTH MANAGEMENT, INC 220.20%0.34%0.49%Q4 2021Q1 20222
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
TCP Asset Management, LLC 221.49%1.53%1.57%Q2 2023Q3 20232
Fountainhead AM, LLC 220.10%0.11%0.11%Q4 2021Q1 20222
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 110.08%0.21%0.33%Q2 2013Q3 20172
ERTS Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Advisor OS, LLC 220.52%0.53%0.55%Q2 2023Q3 20232
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.01%Q2 2022Q3 20222
ARS Wealth Advisors, LLC 220.14%0.15%0.17%Q1 2017Q2 20172
HBK INVESTMENTS L P 110.04%0.07%0.11%Q2 2014Q3 20152
New Hampshire Trust 220.00%0.00%0.01%Q4 2022Q1 20232
L.M. KOHN & COMPANY 220.11%0.11%0.12%Q2 2023Q3 20232
LINCOLN CAPITAL CORP 110.27%0.30%0.33%Q2 2022Q4 20222
LGT CAPITAL PARTNERS LTD. 220.21%0.22%0.22%Q4 2014Q1 20152
NEW AMSTERDAM PARTNERS LLC/NY 110.05%0.09%0.12%Q4 2015Q4 20172
Center For Asset Management LLC 110.16%0.31%0.46%Q4 2020Q4 20212
Alerus Investment Advisors Corp 220.00%0.08%0.16%Q2 2015Q3 20152
OKABENA INVESTMENT SERVICES INC 220.09%0.09%0.09%Q4 2019Q1 20202
&PARTNERS 220.16%0.17%0.18%Q2 2021Q3 20212
Shinko Asset Management Co., Ltd. 110.09%0.09%0.10%Q1 2016Q3 20162
Beaumont Financial Advisors, LLC 220.27%0.27%0.28%Q2 2023Q3 20232
LMR Partners LLP 220.28%0.28%0.29%Q2 2023Q3 20232
JUMP TRADING, LLC 220.04%0.08%0.12%Q2 2019Q3 20192
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q2 2017Q2 20172
Meredith Wealth Planning 220.46%0.48%0.50%Q4 2022Q1 20232
36 SOUTH CAPITAL ADVISORS LLP 220.45%8.79%17.13%Q1 2021Q2 20212
BREWIN DOLPHIN LTD 220.00%0.00%0.00%Q2 2020Q3 20202
BIRINYI ASSOCIATES INC 110.09%0.10%0.11%Q4 2013Q2 20142
Wealth Management Solutions, LLC 220.14%0.15%0.16%Q4 2021Q1 20222
TIFF ADVISORY SERVICES, LLC 221.66%1.99%2.32%Q2 2019Q3 20192
FIDUCIENT ADVISORS LLC 110.01%0.06%0.12%Q3 2022Q3 20232
FLPUTNAM INVESTMENT MANAGEMENT CO 110.03%0.04%0.06%Q2 2022Q4 20222
Colonial Trust Co / SC 220.00%0.00%0.00%Q2 2023Q3 20232
Corient Capital Partners, LLC 110.11%0.24%0.37%Q4 2017Q4 20182
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2015Q3 20152
Convergent Wealth Advisors 110.18%0.57%0.95%Q1 2015Q3 20152
Caption Management, LLC 110.04%0.07%0.09%Q3 2022Q3 20222
Crosspoint Capital Strategies, LLC 110.00%0.01%0.02%Q2 2015Q4 20152
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2014Q2 20152
MACKENZIE FINANCIAL CORP 220.02%0.04%0.05%Q4 2018Q1 20192
Quantinno Capital Management LP 220.03%0.03%0.04%Q2 2023Q3 20232
Bach Option Ltd 220.20%0.34%0.48%Q4 2017Q1 20182
Strategic Capital Alternatives LLC 220.00%0.00%0.00%Q2 2015Q3 20152
BROADMARK ASSET MANAGEMENT LLC 226.30%13.30%20.31%Q3 2020Q4 20202
AUA CAPITAL MANAGEMENT, LLC 220.03%0.04%0.04%Q4 2016Q1 20172
Graticule Asia Macro Advisors LLC 220.21%0.30%0.38%Q3 2018Q4 20182
TPB WEALTH ADVISORS 220.14%1.24%2.33%Q4 2021Q1 20222
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q4 2018Q2 20192
Ignite Planners, LLC 110.29%0.52%0.76%Q4 2021Q3 20222
LFS ASSET MANAGEMENT 220.22%0.25%0.28%Q2 2022Q3 20222
Eisler Capital (UK) Ltd. 221.92%2.35%2.78%Q2 2021Q3 20212
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 220.73%1.26%1.80%Q4 2020Q1 20212
TNF LLC 220.08%0.09%0.09%Q3 2021Q4 20212
IronBridge Private Wealth, LLC 110.03%1.00%1.98%Q4 2021Q2 20232
Curi Wealth Management, LLC 110.00%0.02%0.03%Q4 2020Q4 20212
Mendel Capital Management LLC 220.20%0.25%0.31%Q2 2023Q3 20232
Valley Brook Capital Group, Inc. 220.04%0.05%0.06%Q4 2020Q1 20212
Tevis Investment Management 220.08%0.09%0.09%Q2 2022Q3 20222
Kavar Capital Partners, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Allspring Global Investments Holdings, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Delta Investment Management, LLC 110.09%0.16%0.23%Q3 2019Q4 20202
American Trust 110.01%0.02%0.02%Q3 2022Q2 20232
XY Capital Ltd 110.70%0.70%0.70%Q1 2023Q1 20232
NEXPOINT ASSET MANAGEMENT, L.P. 220.19%0.28%0.38%Q3 2019Q4 20192
DOHENY ASSET MANAGEMENT /CA 220.18%0.18%0.18%Q4 2019Q1 20202
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Sugarloaf Wealth Management, LLC 220.00%0.00%0.01%Q4 2021Q1 20222
Per Stirling Capital Management, LLC. 220.06%0.10%0.15%Q2 2023Q3 20232
Selective Wealth Management, Inc. 110.00%0.01%0.01%Q1 2021Q3 20222
Fore Research & Management, LP 110.04%0.47%0.89%Q1 2015Q1 20162
PIERSHALE FINANCIAL GROUP, INC. 110.00%2.56%5.12%Q4 2015Q4 20162
Fortitude Advisory Group L.L.C. 220.00%0.01%0.02%Q4 2021Q1 20222
Eisler Capital (US) LLC 110.04%0.04%0.04%Q3 2023Q3 20232
Strategic Value Partners, LLC 226.84%9.69%12.54%Q3 2021Q4 20212
Manhattan West Asset Management, LLC 110.06%0.09%0.12%Q4 2022Q3 20232
BlackRock Group LTD 220.00%0.00%0.01%Q2 2014Q3 20142
TAIYO LIFE INSURANCE CO 222.13%2.80%3.48%Q2 2023Q3 20232
Capitol Family Office, Inc. 229.02%9.86%10.69%Q4 2021Q1 20222
MainStreet Investment Advisors LLC 220.03%0.04%0.04%Q4 2017Q1 20182
HHM Wealth Advisors, LLC 110.00%0.01%0.01%Q2 2022Q4 20222
Alaska Permanent Fund Corp 220.08%0.67%1.25%Q1 2020Q2 20202
State of Tennessee, Treasury Department 220.12%0.16%0.21%Q3 2013Q4 20132
PROVENCE WEALTH MANAGEMENT GROUP 110.05%0.14%0.24%Q4 2021Q3 20232
FSC Wealth Advisors, LLC 220.00%1.29%2.58%Q2 2023Q3 20232
MSD Partners, L.P. 2210.23%11.79%13.34%Q4 2014Q1 20152
New England Private Wealth Advisors LLC 220.10%0.10%0.10%Q1 2014Q2 20142
Luxor Capital Group, LP 111.31%2.91%4.50%Q3 2015Q3 20162
Truepoint, Inc. 220.01%0.01%0.02%Q3 2022Q4 20222
Penserra Capital Management LLC 110.02%0.09%0.15%Q3 2018Q3 20192
Herr Investment Group LLC 110.11%4.89%9.67%Q1 2023Q3 20232
Montz Harcus Wealth Management LLC 220.58%0.60%0.62%Q4 2021Q1 20222
Signator Financial Services, Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
Select Equity Group, L.P. 220.38%0.80%1.22%Q4 2019Q1 20202
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.15%0.42%0.70%Q3 2020Q3 20212
Ulrich Consultants & Investment Group, LLC 223.15%3.85%4.55%Q2 2022Q3 20222
Nuveen Asset Management, LLC 110.00%0.00%0.01%Q4 2014Q3 20232
Busey Bank 110.00%0.11%0.22%Q4 2017Q4 20192
Retirement Group, LLC 110.00%0.00%0.00%Q2 2022Q3 20232
Formidable Asset Management, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
Legacy Advisors, LLC 220.00%0.01%0.01%Q1 2019Q2 20192
SURIENCE PRIVATE WEALTH LLC 1112.45%14.49%16.52%Q4 2021Q1 20232
Claybrook Capital, LLC 110.20%0.63%1.06%Q1 2021Q4 20212
XL Group Investments Ltd 223.72%3.73%3.73%Q4 2016Q1 20172
LFA - Lugano Financial Advisors SA 220.15%0.17%0.19%Q2 2023Q3 20232
PURSUE WEALTH PARTNERS LLC 220.12%0.12%0.12%Q4 2021Q1 20222
Advisors Capital Management, LLC 220.06%0.06%0.06%Q2 2013Q3 20132
Headlands Technologies LLC 110.06%0.10%0.15%Q4 2022Q3 20232
Holistic Financial Partners 220.04%0.04%0.04%Q4 2017Q1 20182
Camelot Portfolios, LLC 110.16%0.16%0.16%Q2 2018Q4 20192
FAIRFIELD, BUSH & CO. 110.01%0.02%0.03%Q2 2022Q2 20232
Desjardins Global Asset Management Inc. 220.10%0.14%0.18%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.26%0.51%0.76%Q2 2023Q3 20232
Coury Firm Asset Management LLC 220.43%1.05%1.68%Q4 2021Q1 20222
CAAS CAPITAL MANAGEMENT LP 110.01%0.03%0.06%Q1 2021Q1 20212
Chicago Partners Investment Group LLC 110.01%0.19%0.37%Q4 2015Q4 20162
Menard Financial Group LLC 220.22%0.22%0.22%Q4 2021Q1 20222
UNION SAVINGS BANK 220.04%0.04%0.04%Q2 2023Q3 20232
LVZ, Inc. 220.18%0.19%0.20%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q2 20212
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Nemes Rush Group LLC 220.03%0.03%0.03%Q2 2023Q3 20232
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.01%0.04%0.06%Q3 2021Q1 20222
ORG Partners LLC 220.03%0.04%0.05%Q2 2023Q3 20232
Harvest Investment Services, LLC 220.24%0.32%0.39%Q2 2020Q3 20202
DFPG INVESTMENTS, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Narus Financial Partners, LLC 110.10%0.11%0.11%Q1 2022Q3 20232
CNB Bank 110.01%0.02%0.03%Q4 2017Q1 20202
Peoples Bank/KS 220.20%0.20%0.20%Q3 2023Q4 20232
Doyle Wealth Management 110.02%0.02%0.02%Q4 2018Q2 20192
Edenbrook Capital, LLC 220.71%1.04%1.37%Q2 2021Q3 20212
Strategies Wealth Advisors, LLC 220.06%0.07%0.09%Q1 2022Q2 20222
JMG Financial Group, Ltd. 110.02%0.02%0.02%Q4 2019Q2 20222
Eagle Strategies LLC 220.05%0.05%0.06%Q1 2023Q2 20232
WADE G W & INC 220.01%0.01%0.01%Q3 2021Q4 20212
SWS Partners 220.02%0.03%0.03%Q4 2017Q1 20182
Danda Trouve Investment Management, Inc. 221.78%2.95%4.12%Q3 2021Q4 20212
ROMANO BROTHERS AND COMPANY 110.01%0.07%0.13%Q4 2022Q3 20232
Edge Advisors, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
LOWE BROCKENBROUGH & CO INC 110.04%0.11%0.18%Q2 2022Q4 20222
Vantage Investment Advisors, LLC 110.00%0.00%0.01%Q1 2016Q3 20182
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 220.00%0.00%0.00%Q2 2013Q3 20132
Quent Capital, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
SILVER OAK SECURITIES, INCORPORATED 110.01%0.01%0.01%Q3 2022Q3 20232
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.08%0.13%0.19%Q4 2015Q2 20162
Imprint Wealth LLC 220.19%0.26%0.34%Q2 2023Q3 20232
IMA Wealth, Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
BRADY FAMILY WEALTH, LLC 220.24%0.25%0.26%Q4 2022Q1 20232
Catamount Wealth Management 220.01%0.01%0.01%Q4 2018Q1 20192
FORBES J M & CO LLP 220.92%0.93%0.95%Q2 2023Q3 20232
WMS Partners, LLC 110.04%0.06%0.08%Q2 2019Q4 20212
1ST SOURCE BANK 220.02%0.02%0.02%Q1 2015Q2 20152
Davis Capital Management 220.08%0.09%0.09%Q1 2020Q2 20202
Cascadia Advisory Services, LLC 220.60%0.61%0.62%Q2 2020Q3 20202
WEXFORD CAPITAL LP 220.26%0.29%0.32%Q1 2023Q2 20232
Quintium Advisors, LLC 220.00%1.60%3.19%Q4 2015Q1 20162
ELLIOTT MANAGEMENT CORP 220.63%0.69%0.75%Q3 2014Q4 20142
Blueshift Asset Management, LLC 220.57%0.60%0.64%Q2 2022Q3 20222
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Texan Capital Management 220.10%0.10%0.10%Q3 2015Q4 20152
DeGreen Capital Management LLC 1110.39%10.40%10.41%Q4 2013Q4 20152
Wunderlich Capital Managemnt 226.74%6.95%7.17%Q1 2015Q2 20152
FNY Managed Accounts LLC 110.00%0.02%0.04%Q2 2015Q1 20172
WIN ADVISORS, INC 110.00%0.57%1.15%Q1 2022Q4 20222
HawsGoodwin Investment Management LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Sandy Cove Advisors, LLC 220.04%0.04%0.05%Q4 2021Q1 20222
MEANS INVESTMENT CO., INC. 220.04%0.04%0.05%Q4 2021Q1 20222
WELCH CAPITAL PARTNERS LLC/NY 220.44%0.46%0.48%Q3 2019Q4 20192
Wealth Advisors of Tampa Bay, LLC 110.05%0.06%0.06%Q4 2021Q3 20232
Kathmere Capital Management, LLC 220.03%0.03%0.03%Q3 2020Q4 20202
Duquesne Family Office 220.76%0.99%1.22%Q3 2013Q4 20132
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 220.12%0.13%0.14%Q2 2023Q3 20232
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 228.05%8.34%8.62%Q3 2015Q4 20152
Atlantic Private Wealth, LLC 220.09%0.10%0.10%Q2 2023Q3 20232
Resource Management, LLC 220.03%0.03%0.03%Q4 2020Q1 20212
BEL AIR INVESTMENT ADVISORS LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Apollo Management Holdings, L.P. 110.10%0.20%0.30%Q3 2017Q2 20182
SS&H Financial Advisors, Inc. 110.16%0.17%0.18%Q1 2023Q3 20232
BIP Wealth, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
GEMS MANAGEMENT LTD 114.64%4.64%4.64%Q2 2013Q2 20131
Yorktown Management & Research Co Inc 110.37%0.37%0.37%Q3 2015Q3 20151
Empyrean Capital Partners, LP 111.31%1.31%1.31%Q2 2013Q2 20131
Buffington Mohr McNeal 110.02%0.02%0.02%Q1 2019Q1 20191
Oasis Management Co Ltd. 110.47%0.47%0.47%Q2 2016Q2 20161
GENWORTH FINANCIAL INC 111.09%1.09%1.09%Q2 2013Q2 20131
STONNINGTON GROUP, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Amici Capital, LLC 110.65%0.65%0.65%Q4 2013Q4 20131
Ironwood Investment Counsel, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
MCDONALD PARTNERS LLC 110.59%0.59%0.59%Q4 2021Q4 20211
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20151
ALESCO ADVISORS LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Locust Wood Capital Advisers 110.31%0.31%0.31%Q4 2018Q4 20181
Del Mar Asset Management, LP 110.11%0.11%0.11%Q3 2013Q3 20131
MENORA MIVTACHIM HOLDINGS LTD. 110.01%0.01%0.01%Q1 2023Q1 20231
GLG LLC 110.11%0.11%0.11%Q1 2016Q1 20161
Azimuth Capital Management LLC 110.42%0.42%0.42%Q4 2018Q4 20181
LEVIN CAPITAL STRATEGIES, L.P. 110.04%0.04%0.04%Q1 2020Q1 20201
Indiana Trust & Investment Management CO 110.04%0.04%0.04%Q3 2023Q3 20231
FOUNDERS BANK & TRUST 110.01%0.01%0.01%Q3 2013Q3 20131
3D ASSET MANAGEMENT, INC 110.11%0.11%0.11%Q3 2020Q3 20201
SOLARIS ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q1 2016Q1 20161
Zurcher Kantonalbank (Zurich Cantonalbank) 110.00%0.00%0.00%Q4 2011Q4 20111
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
WATER ISLAND CAPITAL LLC 110.18%0.18%0.18%Q3 2018Q3 20181
SHEPHERD KAPLAN KROCHUK, LLC 110.16%0.16%0.16%Q2 2016Q2 20161
Brown Advisory Securities, LLC 110.04%0.04%0.04%Q1 2018Q1 20181
Nicholas Investment Partners, LP 110.05%0.05%0.05%Q2 2020Q2 20201
Taconic Capital Advisors LP 110.06%0.06%0.06%Q4 2022Q4 20221
SHELL ASSET MANAGEMENT CO 111.19%1.19%1.19%Q1 2016Q1 20161
ONTARIO TEACHERS PENSION PLAN BOARD 113.22%3.22%3.22%Q1 2021Q1 20211
Leonard Green & Partners, L.P. 114.30%4.30%4.30%Q1 2021Q1 20211
K.J. Harrison & Partners Inc 110.06%0.06%0.06%Q4 2021Q4 20211
INTERACTIVE FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q2 2017Q2 20171
USA MUTUALS ADVISORS, INC. 110.22%0.22%0.22%Q4 2017Q4 20171
MIG Capital, LLC 113.11%3.11%3.11%Q4 2022Q4 20221
Scepter Holdings, Inc. 110.49%0.49%0.49%Q4 2014Q4 20141
Efficient Market Advisors, LLC 110.21%0.21%0.21%Q4 2015Q4 20151
OLD MISSION CAPITAL, LLC 110.05%0.05%0.05%Q4 2016Q4 20161
ASPIRIANT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Legacy Capital Partners, Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
SAC Capital Advisors LP 110.00%0.00%0.00%Q2 2013Q2 20131
GETCO Holding Company, LLC 110.08%0.08%0.08%Q2 2013Q2 20131
K2 PRINCIPAL FUND, L.P. 110.68%0.68%0.68%Q4 2021Q4 20211
COWEN INC. 110.11%0.11%0.11%Q4 2014Q4 20141
AVIVA PLC 110.43%0.43%0.43%Q3 2015Q3 20151
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.24%0.24%0.24%Q2 2015Q2 20151
Savant Capital, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
UBS OCONNOR LLC 110.04%0.04%0.04%Q2 2013Q2 20131
Westover Capital Advisors, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
TD Capital Management LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Rock Creek Group, LP 110.00%0.00%0.00%Q1 2021Q1 20211
McKinley Carter Wealth Services, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
Highstreet Asset Management Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Live Your Vision, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Anson Funds Management LP 110.75%0.75%0.75%Q4 2021Q4 20211
Lombard Odier Asset Management (USA) Corp 110.86%0.86%0.86%Q3 2016Q3 20161
SPHERA FUNDS MANAGEMENT LTD. 110.84%0.84%0.84%Q3 2015Q3 20151
ALTEGRIS ADVISORS, L.L.C. 114.88%4.88%4.88%Q4 2016Q4 20161
Sequent Asset Management, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
PointState Capital LP 110.06%0.06%0.06%Q1 2019Q1 20191
iAB Financial Bank 110.20%0.20%0.20%Q1 2017Q1 20171
10-15 ASSOCIATES, INC. 110.49%0.49%0.49%Q3 2020Q3 20201
Meru Capital Group, LP 111.80%1.80%1.80%Q1 2017Q1 20171
ETRADE Capital Management LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Perkins Coie Trust Co 110.01%0.01%0.01%Q3 2023Q3 20231
Financial Advantage, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Accredited Investors Inc. 110.06%0.06%0.06%Q1 2023Q1 20231
Gallagher Benefit Services, Inc. 110.39%0.39%0.39%Q4 2022Q4 20221
FDO Partners, LLC 110.23%0.23%0.23%Q4 2017Q4 20171
Alpine Group USVI, LLC 110.07%0.07%0.07%Q2 2017Q2 20171
CapWealth Advisors, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
SUREVIEW CAPITAL LLC 1133.96%33.96%33.96%Q1 2014Q1 20141
Berkshire Money Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Strategic Capital Group LLC 110.09%0.09%0.09%Q2 2014Q2 20141
Crestline Management, LP 110.51%0.51%0.51%Q1 2022Q1 20221
Noven Financial Group, Inc. 110.26%0.26%0.26%Q4 2015Q4 20151
MKD WEALTH COACHES, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
JGP Global Gestao de Recursos Ltda. 110.09%0.09%0.09%Q4 2014Q4 20141
BAROMETER CAPITAL MANAGEMENT INC. 110.12%0.12%0.12%Q3 2021Q3 20211
Simply Money Advisors 110.01%0.01%0.01%Q2 2013Q2 20131
PICTON MAHONEY ASSET MANAGEMENT 110.72%0.72%0.72%Q1 2015Q1 20151
Waratah Capital Advisors Ltd. 110.12%0.12%0.12%Q3 2021Q3 20211
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
Hilton Capital Management, LLC 110.10%0.10%0.10%Q3 2017Q3 20171
FIRST NEW YORK SECURITIES LLC /NY 110.06%0.06%0.06%Q3 2016Q3 20161
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Signature Financial Management, Inc. 110.07%0.07%0.07%Q4 2018Q4 20181
INTEGRATED WEALTH COUNSEL, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
SAWGRASS ASSET MANAGEMENT LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Gruss & Co., LLC 111.71%1.71%1.71%Q2 2014Q2 20141
Samalin Investment Counsel, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Glovista Investments LLC 111.40%1.40%1.40%Q2 2021Q2 20211
Sterling Global Strategies LLC 110.13%0.13%0.13%Q4 2018Q4 20181
Arizona State Retirement System 110.11%0.11%0.11%Q1 2023Q1 20231
Regent Investment Management LLC 110.28%0.28%0.28%Q2 2015Q2 20151
Glacier Peak Capital LLC 111.19%1.19%1.19%Q4 2018Q4 20181
PRING TURNER CAPITAL GROUP INC 110.00%0.00%0.00%Q4 2013Q4 20131
CTC Alternative Strategies, Ltd. 111.13%1.13%1.13%Q2 2023Q2 20231
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
Empirical Finance, LLC 110.28%0.28%0.28%Q4 2019Q4 20191
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
BLACKROCK ADVISORS LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Blue Fin Capital, Inc. 110.17%0.17%0.17%Q2 2022Q2 20221
Alpha Cubed Investments, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Hefren-Tillotson, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Polaris Wealth Advisory Group, LLC 110.51%0.51%0.51%Q2 2021Q2 20211
Stone Ridge Asset Management LLC 1110.00%10.00%10.00%Q2 2016Q2 20161
Black Maple Capital Management LP 110.50%0.50%0.50%Q2 2023Q2 20231
Chessman Wealth Strategies RIA 110.01%0.01%0.01%Q3 2018Q3 20181
ADVISOR CONSULTANT NETWORK INC 110.36%0.36%0.36%Q3 2016Q3 20161
Detwiler Fenton Investment Management LLC 111.45%1.45%1.45%Q4 2011Q4 20111
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Parasol Investment Management, LLC 112.19%2.19%2.19%Q4 2015Q4 20151
Riverview Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
Field & Main Bank 110.03%0.03%0.03%Q4 2013Q4 20131
Somerset Trust Co 110.01%0.01%0.01%Q1 2019Q1 20191
Hartree Partners, LP 110.17%0.17%0.17%Q4 2019Q4 20191
EFG Asset Management (Americas) Corp. 110.02%0.02%0.02%Q1 2014Q1 20141
Trustees of Dartmouth College 110.06%0.06%0.06%Q4 2018Q4 20181
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Selway Asset Management 110.01%0.01%0.01%Q3 2022Q3 20221
Premise Capital, LLC 112.04%2.04%2.04%Q2 2020Q2 20201
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
BECK CAPITAL MANAGEMENT, LLC 110.08%0.08%0.08%Q4 2015Q4 20151
Cubist Systematic Strategies, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
One Capital Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Motley Fool Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Lunt Capital Management, Inc. 110.38%0.38%0.38%Q2 2023Q2 20231
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2020Q1 20201
Fragasso Group Inc. 110.06%0.06%0.06%Q1 2020Q1 20201
Quad Capital Management Advisors LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Palo Capital, Inc. 110.08%0.08%0.08%Q3 2018Q3 20181
Numina Capital Management, LLC 111.29%1.29%1.29%Q4 2014Q4 20141
Muzinich & Co., Inc. 110.74%0.74%0.74%Q2 2019Q2 20191
PineView Asset Management LP 117.92%7.92%7.92%Q1 2016Q1 20161
McNamara Financial Services, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
Pinnacle Wealth Management Advisory Group, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
TCG Advisors, LP 110.03%0.03%0.03%Q1 2019Q1 20191
Farmers National Bank 110.00%0.00%0.00%Q4 2017Q4 20171
Price Capital Management, Inc. 111.22%1.22%1.22%Q4 2017Q4 20171
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Pacific Grove Capital LP 114.51%4.51%4.51%Q3 2016Q3 20161
TradeLink Capital LLC 1111.92%11.92%11.92%Q4 2016Q4 20161
Financial Insights, Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
BAINCO INTERNATIONAL INVESTORS 111.24%1.24%1.24%Q1 2013Q1 20131
Stuart Chaussee & Associates, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Proficio Capital Partners LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Teza Capital Management LLC 110.40%0.40%0.40%Q4 2016Q4 20161
Regal Wealth Group, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
CMH Wealth Management LLC 111.60%1.60%1.60%Q4 2022Q4 20221
Deane Retirement Strategies, Inc. 115.01%5.01%5.01%Q4 2021Q4 20211
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Wilks Brothers, LLC 110.52%0.52%0.52%Q2 2018Q2 20181
Curtis Advisory Group, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Highland Private Wealth Management 111.06%1.06%1.06%Q1 2018Q1 20181
NAYA CAPITAL MANAGEMENT UK LTD 111.08%1.08%1.08%Q4 2015Q4 20151
Alpha Omega Wealth Management LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Kalos Management, Inc. 110.05%0.05%0.05%Q4 2015Q4 20151
Berkeley Capital Partners, LLC 110.25%0.25%0.25%Q4 2015Q4 20151
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 111.52%1.52%1.52%Q1 2016Q1 20161
RETIREMENT CAPITAL STRATEGIES 111.91%1.91%1.91%Q3 2023Q3 20231
Gilbert & Cook, Inc. 110.11%0.11%0.11%Q4 2016Q4 20161
Pinnacle Family Advisors, LLC 110.29%0.29%0.29%Q2 2023Q2 20231
Almanack Investment Partners, LLC. 110.04%0.04%0.04%Q2 2019Q2 20191
Bellwether Investment Group, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Bowie Capital Management, LLC 112.21%2.21%2.21%Q3 2019Q3 20191
Mascoma Wealth Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Blue Granite Capital, LLC 111.41%1.41%1.41%Q4 2017Q4 20171
Greenline Partners, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Hunting Hill Global Capital, LLC 111.76%1.76%1.76%Q1 2023Q1 20231
SHINE INVESTMENT ADVISORY SERVICES INC 110.00%0.00%0.00%Q2 2017Q2 20171
RITHOLTZ WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2022Q3 20221
Pinnacle Wealth Advisors 110.01%0.01%0.01%Q2 2021Q2 20211
Ahrens Investment Partners LLC 110.03%0.03%0.03%Q4 2021Q4 20211
SpiderRock Advisors, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Lake Hills Wealth Management, LLC 110.47%0.47%0.47%Q4 2021Q4 20211
Vestpro Financial Partners, Inc. dba CPF Texas 110.96%0.96%0.96%Q4 2017Q4 20171
Oak Point Wealth Management 111.14%1.14%1.14%Q4 2017Q4 20171
Peak Capital Management LLC 110.22%0.22%0.22%Q2 2017Q2 20171
Diametric Capital, LP 110.18%0.18%0.18%Q2 2023Q2 20231
JACOBS & CO/CA 110.03%0.03%0.03%Q3 2018Q3 20181
Fulcrum Capital LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Landmark Wealth Management, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Monument Capital Management 110.07%0.07%0.07%Q4 2021Q4 20211
MPI INVESTMENT MANAGEMENT, INC. 112.38%2.38%2.38%Q4 2017Q4 20171
Requisite Capital Management, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Athanor Capital, LP 110.23%0.23%0.23%Q4 2019Q4 20191
Santori & Peters, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
Quaker Wealth Management, LLC 110.14%0.14%0.14%Q3 2020Q3 20201
USAdvisors Wealth Management, LLC 110.35%0.35%0.35%Q4 2017Q4 20171
Farmers & Merchants Trust Co of Long Beach 110.09%0.09%0.09%Q1 2019Q1 20191
DUALITY ADVISERS, LP 110.37%0.37%0.37%Q2 2020Q2 20201
Elm Partners Management LLC 110.04%0.04%0.04%Q3 2023Q3 20231
MinichMacGregor Wealth Management, LLC 110.73%0.73%0.73%Q1 2020Q1 20201
Beacon Pointe Wealth Advisors, LLC 110.08%0.08%0.08%Q3 2019Q3 20191
LITTLE HOUSE CAPITAL LLC 112.95%2.95%2.95%Q1 2021Q1 20211
TAP Consulting, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Spartan Planning & Wealth Management 110.05%0.05%0.05%Q3 2023Q3 20231
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cooper Financial Group 110.28%0.28%0.28%Q4 2020Q4 20201
Heritage Financial Services, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Old North State Trust, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Hardy Reed LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Cynosure Group, LLC 110.64%0.64%0.64%Q1 2020Q1 20201
Questar Asset Management, Inc. 110.40%0.40%0.40%Q4 2018Q4 20181
HUTCHENS INVESTMENT MANAGEMENT INC 110.01%0.01%0.01%Q4 2014Q4 20141
Kozak & Associates, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
EWG Elevate Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
New World Advisors LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Foster Victor Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
McAlister, Sweet & Associates, Inc. 113.20%3.20%3.20%Q1 2022Q1 20221
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Enterprise Trust & Investment Co 110.00%0.00%0.00%Q2 2022Q2 20221
TRADITION ASSET MANAGEMENT LLC 110.24%0.24%0.24%Q1 2020Q1 20201
PNC Managed Account Solutions, Inc. 114.42%4.42%4.42%Q2 2021Q2 20211
Tranquility Partners, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Franklin Street Capital Partners, LLC 112.01%2.01%2.01%Q1 2021Q1 20211
Beck Bode, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Elliott Investment Management L.P. 110.15%0.15%0.15%Q3 2020Q3 20201
MOULTON WEALTH MANAGEMENT, INC 111.78%1.78%1.78%Q4 2021Q4 20211
Belmont Capital, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
SIX COLUMNS CAPITAL, LP 115.98%5.98%5.98%Q1 2021Q1 20211
Blueprint Investment Partners LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Privium Fund Management B.V. 110.22%0.22%0.22%Q2 2023Q2 20231
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q1 2021Q1 20211
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Investors Financial Group, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Great Diamond Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Parcion Private Wealth LLC 110.36%0.36%0.36%Q2 2022Q2 20221
Powell Investment Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Legacy Wealth Planning, LLC 110.27%0.27%0.27%Q1 2022Q1 20221
QP WEALTH MANAGEMENT, LLC 110.38%0.38%0.38%Q2 2022Q2 20221
Emerald Advisors, LLC 110.39%0.39%0.39%Q4 2019Q4 20191
Private Wealth Strategies, L.L.C. 110.05%0.05%0.05%Q4 2021Q4 20211
Aprio Wealth Management, LLC 110.68%0.68%0.68%Q3 2020Q3 20201
PAX Financial Group, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
Baymount Management LP 113.88%3.88%3.88%Q1 2023Q1 20231
Kerntke Otto McGlone Wealth Management Group 110.01%0.01%0.01%Q4 2022Q4 20221
Procyon Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
Truadvice, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Sentinus, LLC 110.28%0.28%0.28%Q2 2023Q2 20231
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.59%0.59%0.59%Q4 2021Q4 20211
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Kinloch Capital, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
MIZUHO MARKETS AMERICAS LLC 110.22%0.22%0.22%Q3 2023Q3 20231
TFC Financial Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
qPULA Trading Management LP 111.67%1.67%1.67%Q4 2020Q4 20201
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CAPE COD FIVE CENTS SAVINGS BANK 110.02%0.02%0.02%Q1 2022Q1 20221
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GoalVest Advisory LLC 110.00%0.00%0.00%Q4 2020Q4 20201
PEAK FINANCIAL ADVISORS LLC 111.74%1.74%1.74%Q4 2021Q4 20211
Rye Brook Capital LLC 116.43%6.43%6.43%Q4 2020Q4 20201
Sandbox Financial Partners, LLC 110.20%0.20%0.20%Q2 2021Q2 20211
Cassia Capital Partners, LLC 110.25%0.25%0.25%Q3 2021Q3 20211
Urban Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Interchange Capital Partners, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
True Link Financial Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Tacita Capital Inc 110.01%0.01%0.01%Q1 2021Q1 20211
Safeguard Investment Advisory Group, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Robbins Farley 110.01%0.01%0.01%Q4 2020Q4 20201
Bridge Advisory, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Concentric Capital Strategies, LP 110.36%0.36%0.36%Q1 2023Q1 20231
January Capital Advisors LLC 111.32%1.32%1.32%Q4 2021Q4 20211
Better Money Decisions, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
FIFTH LANE CAPITAL, LP 110.18%0.18%0.18%Q4 2021Q4 20211
Platt Investment Counsel, LLC 115.39%5.39%5.39%Q3 2022Q3 20221
Financial Consulate Inc. 110.14%0.14%0.14%Q2 2021Q2 20211
Goldstream Capital Management Ltd 110.36%0.36%0.36%Q4 2021Q4 20211
Epic Trust Investment Advisors, LLC 110.98%0.98%0.98%Q4 2021Q4 20211
Taika Capital, LP 113.57%3.57%3.57%Q2 2023Q2 20231
Strategic Asset Management, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
MARYLAND CAPITAL ADVISORS INC. 110.01%0.01%0.01%Q2 2022Q2 20221
Badgley Phelps Wealth Managers, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Greenland Capital Management LP 110.11%0.11%0.11%Q3 2023Q3 20231
Carmel Capital Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MWA Asset Management 110.20%0.20%0.20%Q3 2023Q3 20231
Henrickson Nauta Wealth Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
China Universal Asset Management Co., Ltd. 110.05%0.05%0.05%Q3 2022Q3 20221
Solidarity Wealth, LLC 111.13%1.13%1.13%Q3 2022Q3 20221
Darrow Company, Inc. 110.02%0.02%0.02%Q2 2022Q2 20221
AIRE ADVISORS, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
EdgeRock Capital LLC 110.02%0.02%0.02%Q3 2022Q3 20221
JOURNEY STRATEGIC WEALTH LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Nauset Wealth Management. LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Next Level Private LLC 110.12%0.12%0.12%Q2 2022Q2 20221
Prosperity Consulting Group, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Trail Ridge Investment Advisors, LLC 110.27%0.27%0.27%Q3 2022Q3 20221
Carroll Investors, Inc 110.05%0.05%0.05%Q1 2022Q1 20221
Bullseye Investment Management, LLC 110.34%0.34%0.34%Q4 2021Q4 20211
Mystic Asset Management, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Nilsine Partners, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Comprehensive Financial Consultants Institutional, Inc. 110.13%0.13%0.13%Q4 2021Q4 20211
My Personal CFO, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Integrity Financial Corp /WA 110.00%0.00%0.00%Q3 2022Q3 20221
Retireful, LLC 110.25%0.25%0.25%Q1 2023Q1 20231
LOWERY THOMAS, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
WorthPointe, LLC 110.44%0.44%0.44%Q2 2023Q2 20231
Safeguard Financial, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Permit Capital Advisors, LLC 110.11%0.11%0.11%Q1 2022Q1 20221
Range Financial Group LLC 110.27%0.27%0.27%Q4 2022Q4 20221
ANGELES WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Lodestone Wealth Management LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cardinal Point Capital Management ULC 110.14%0.14%0.14%Q1 2023Q1 20231
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Align Wealth Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
LODESTAR PRIVATE ASSET MANAGEMENT LLC 110.04%0.04%0.04%Q3 2023Q3 20231
New England Capital Financial Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
INSIGNEO ADVISORY SERVICES, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Grey Fox Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
SILVERLAKE WEALTH MANAGEMENT LLC 110.20%0.20%0.20%Q4 2021Q4 20211
CONTINUUM WEALTH ADVISORS, LLC 113.24%3.24%3.24%Q2 2023Q2 20231
Authentikos Wealth Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Midwest Financial Group LLC 110.17%0.17%0.17%Q2 2023Q2 20231
Sebold Capital Management, Inc. 110.17%0.17%0.17%Q2 2023Q2 20231
Pine Valley Investments Ltd Liability Co 110.10%0.10%0.10%Q3 2023Q3 20231
PCA Investment Advisory Services Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Atomi Financial Group, Inc. 110.34%0.34%0.34%Q2 2023Q2 20231
ELEVATUS WELATH MANAGEMENT 110.24%0.24%0.24%Q3 2023Q3 20231
SYKON CAPITAL LLC 112.48%2.48%2.48%Q3 2023Q3 20231
KPP Advisory Services LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Halpern Financial, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
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
Annis Gardner Whiting Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
United Community Bank 110.10%0.10%0.10%Q3 2023Q3 20231
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 110.59%0.59%0.59%Q3 2013Q3 20131
CAPITAL ONE, NATIONAL ASSOCIATION 110.53%0.53%0.53%Q4 2019Q4 20191
COMMUNITY TRUST & INVESTMENT CO 110.03%0.03%0.03%Q1 2016Q1 20161
PIPER SANDLER & CO. 110.00%0.00%0.00%Q3 2014Q3 20141
BESSEMER SECURITIES LLC 110.50%0.50%0.50%Q3 2023Q3 20231
Legal & General Group Plc 110.00%0.00%0.00%Q3 2022Q3 20221
FIRST FINANCIAL EQUITY CORPORATION 110.56%0.56%0.56%Q1 2017Q1 20171
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 110.00%0.00%0.00%Q3 2021Q3 20211
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
SANDLER CAPITAL MANAGEMENT 111.53%1.53%1.53%Q1 2016Q1 20161
NEW YORK STATE COMMON RETIREMENT FUND 110.01%0.01%0.01%Q3 2013Q3 20131
Cornerstone Capital, Inc. 110.05%0.05%0.05%Q2 2023Q2 20231
CAPITAL MANAGEMENT ASSOCIATES /NY/ 110.02%0.02%0.02%Q4 2022Q4 20221
MORGENS WATERFALL VINTIADIS & CO INC 110.81%0.81%0.81%Q4 2014Q4 20141
COHEN & STEERS CAPITAL MANAGEMENT INC 110.03%0.03%0.03%Q1 2015Q1 20151
KLINGENSTEIN FIELDS & CO LP 110.14%0.14%0.14%Q1 2016Q1 20161
FIRST INTERSTATE BANCSYSTEM INC 110.56%0.56%0.56%Q1 2021Q1 20211
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q4 2020Q4 20201
SOCIETE GENERALE 110.32%0.32%0.32%Q2 2016Q2 20161
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
BALESTRA CAPITAL LTD. 1120.98%20.98%20.98%Q3 2015Q3 20151
FISHMAN JAY A LTD/MI 110.02%0.02%0.02%Q4 2021Q4 20211
ARDSLEY ADVISORY PARTNERS LP 110.14%0.14%0.14%Q2 2016Q2 20161
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.00%0.00%Q3 2019Q3 20191
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
CONNABLE OFFICE INC 110.30%0.30%0.30%Q2 2020Q2 20201
WAFRA INC. 110.60%0.60%0.60%Q4 2013Q4 20131
HARTFORD INVESTMENT MANAGEMENT CO 112.23%2.23%2.23%Q4 2022Q4 20221
KOCH INDUSTRIES INC 110.53%0.53%0.53%Q1 2017Q1 20171
TOEWS CORP /ADV 114.46%4.46%4.46%Q4 2014Q4 20141
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.00%0.00%Q3 2013Q3 20131
Pine River Capital Management L.P. 110.10%0.10%0.10%Q2 2015Q2 20151
Trellus Management Company, LLC 111.15%1.15%1.15%Q3 2013Q3 20131
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.