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 4240.01%0.10%0.51%Q1 2012Q3 2023138
BANK OF AMERICA CORP /DE/ 42420.00%0.13%0.45%Q2 2013Q3 2023126
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.10%0.59%Q2 2013Q3 2023125
ROYAL BANK OF CANADA 42420.00%0.04%0.38%Q2 2013Q3 2023122
Parallax Volatility Advisers, L.P. 42420.00%0.16%1.37%Q2 2013Q3 2023118
BARCLAYS PLC 42420.00%0.13%1.21%Q2 2013Q3 2023117
CITIGROUP INC 42420.00%0.17%1.10%Q2 2013Q3 2023115
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.15%1.41%Q2 2013Q3 2023110
CREDIT SUISSE AG/ 43430.00%0.10%0.38%Q1 2013Q3 2023107
UBS Group AG 36360.00%0.13%0.42%Q4 2014Q3 2023107
WELLS FARGO & COMPANY/MN 42420.00%0.06%0.27%Q2 2013Q3 2023107
Jefferies Group LLC 38380.00%0.31%2.58%Q2 2013Q3 2022105
Walleye Trading LLC 42420.00%0.07%0.45%Q2 2013Q3 2023100
Twin Tree Management, LP 3820.00%0.28%1.47%Q4 2012Q3 202399
NOMURA HOLDINGS INC 3150.00%0.27%2.86%Q4 2012Q3 202397
HSBC HOLDINGS PLC 47470.00%0.05%0.20%Q1 2012Q3 202397
JANE STREET GROUP, LLC 3620.00%0.12%0.75%Q1 2014Q3 202396
Citadel Advisors 39390.00%0.07%0.30%Q1 2014Q3 202396
Cutler Group LLC / CA 32320.00%0.31%3.12%Q4 2015Q3 202394
CAPITAL FUND MANAGEMENT S.A. 25110.00%0.20%0.66%Q3 2014Q3 202391
Paloma Partners Management Co 3710.00%0.42%3.51%Q2 2013Q3 202388
BANK OF MONTREAL /CAN/ 3920.00%0.02%0.12%Q2 2013Q3 202384
MILLENNIUM MANAGEMENT LLC 2810.00%0.11%0.58%Q2 2013Q3 202379
BlackRock Inc. 3830.00%0.05%0.77%Q2 2013Q3 202377
WOLVERINE TRADING, LLC 820.00%0.10%0.38%Q2 2016Q3 202371
TWO SIGMA SECURITIES, LLC 2410.00%0.25%2.46%Q1 2015Q3 202371
TWO SIGMA INVESTMENTS, LP 2020.00%0.07%0.97%Q2 2013Q2 202370
Creative Planning 42420.00%0.42%1.95%Q2 2013Q3 202368
HighTower Advisors, LLC 42420.00%0.06%0.22%Q2 2013Q3 202367
HAP Trading, LLC 1110.00%0.05%0.41%Q1 2014Q3 202366
RAYMOND JAMES & ASSOCIATES 42420.00%0.05%0.18%Q2 2013Q3 202362
BANK OF NOVA SCOTIA 2340.00%0.22%1.72%Q1 2013Q3 202361
HUNTINGTON NATIONAL BANK 59590.00%0.02%0.07%Q1 2009Q3 202359
CAPSTONE INVESTMENT ADVISORS, LLC 1010.00%0.15%2.29%Q3 2013Q3 202359
WOLVERINE ASSET MANAGEMENT LLC 910.00%0.07%0.31%Q2 2013Q4 202154
CLEAR STREET MARKETS LLC 1210.00%0.35%2.28%Q4 2013Q3 202353
Jump Trading, LLC 1490.00%0.23%0.89%Q2 2013Q1 201952
CSS LLC/IL 2010.00%0.14%0.99%Q4 2013Q3 202352
Laurion Capital Management LP 720.00%0.31%2.59%Q2 2013Q3 202351
PRELUDE CAPITAL MANAGEMENT, LLC 1510.00%0.11%0.35%Q2 2013Q3 202350
BALYASNY ASSET MANAGEMENT L.P. 1410.00%0.10%0.46%Q2 2013Q3 202350
US BANCORP \DE\ 42420.00%0.05%0.12%Q2 2013Q3 202350
MARSHALL WACE, LLP 2310.00%0.06%0.47%Q3 2014Q3 202350
CIBC WORLD MARKET INC. 41410.00%0.12%0.92%Q3 2013Q3 202349
BlueCrest Capital Management Ltd 1220.02%1.32%11.82%Q4 2014Q3 202349
Veritable, L.P. 43430.00%1.31%2.77%Q4 2012Q2 202349
MUFG Americas Holdings Corp 48480.00%0.02%0.04%Q4 2010Q3 202248
MCF Advisors LLC 4070.00%0.08%0.82%Q4 2011Q3 202347
Capula Management Ltd 1410.01%3.44%30.55%Q3 2016Q2 202347
Bluefin Trading, LLC 1210.00%0.12%1.17%Q2 2014Q2 202046
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202345
KEYBANK NATIONAL ASSOCIATION/OH 44440.01%0.03%0.07%Q4 2012Q3 202344
DONALDSON CAPITAL MANAGEMENT, LLC 1670.02%0.17%0.42%Q1 2010Q3 202344
Raymond James Financial Services Advisors, Inc. 3830.00%0.21%0.43%Q2 2013Q3 202344
Assured Investment Management LLC 17170.01%0.65%4.78%Q3 2014Q3 201844
Spot Trading L.L.C 16160.00%0.16%0.52%Q2 2013Q1 201744
Squarepoint Ops LLC 810.00%0.07%0.21%Q1 2016Q3 202344
LPL Financial LLC 42420.00%0.32%0.84%Q2 2013Q3 202343
Cetera Advisor Networks LLC 43430.03%0.24%0.56%Q1 2013Q3 202343
COMMERCE BANK 43430.00%0.03%0.07%Q1 2013Q3 202343
Financial Architects, Inc 2930.00%0.15%0.68%Q2 2013Q1 202343
BAR HARBOR WEALTH MANAGEMENT 43430.32%1.00%1.80%Q1 2013Q3 202343
Regis Management CO LLC 43430.97%4.77%10.62%Q1 2013Q3 202343
TOTH FINANCIAL ADVISORY CORP 3090.00%0.34%1.14%Q2 2013Q3 202343
FCA CORP /TX 42420.20%1.05%2.08%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.02%0.09%Q2 2013Q3 202342
PROFFITT & GOODSON INC 42420.09%0.36%0.92%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.18%0.67%1.35%Q2 2013Q3 202342
AMI INVESTMENT MANAGEMENT INC 42420.76%3.25%7.86%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.01%0.13%0.44%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.06%0.15%Q2 2013Q3 202342
Windsor Capital Management, LLC 42420.25%0.72%1.57%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.02%0.04%0.10%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.02%0.12%0.60%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.34%0.91%Q2 2013Q3 202342
Sandy Spring Bank 42420.06%0.15%0.39%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.02%0.06%0.23%Q2 2013Q3 202342
Sabal Trust CO 42420.05%0.14%0.50%Q2 2013Q3 202342
Bollard Group LLC 42420.00%0.03%0.14%Q2 2013Q3 202342
SOL Capital Management CO 42420.22%0.74%1.51%Q2 2013Q3 202342
Gradient Investments LLC 42420.00%0.12%1.09%Q2 2013Q3 202342
Callan Capital, LLC 42420.08%0.76%1.83%Q2 2013Q3 202342
L. Roy Papp & Associates, LLP 42420.05%0.22%0.38%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.02%0.41%2.37%Q2 2013Q3 202342
Private Advisor Group, LLC 40400.00%0.22%0.48%Q4 2013Q3 202342
America First Investment Advisors, LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.00%0.04%0.15%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.18%0.87%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.09%0.29%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.02%0.05%0.11%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.03%0.10%0.20%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.01%0.02%0.05%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.01%0.46%1.45%Q2 2013Q3 202342
Nelson Capital Management, LLC 42420.08%0.40%0.98%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.06%0.27%0.50%Q2 2013Q3 202342
Greenwich Wealth Management LLC 42420.02%0.19%0.43%Q2 2013Q3 202342
ICONIQ Capital, LLC 4110.00%0.76%6.77%Q1 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.02%0.22%0.46%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.02%0.15%0.48%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.03%0.13%0.51%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.01%0.13%0.29%Q2 2013Q3 202342
NORTH STAR ASSET MANAGEMENT INC 42420.16%0.69%1.78%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.01%0.03%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.01%0.06%0.39%Q2 2013Q3 202342
CREDIT AGRICOLE S A 23110.00%0.09%0.71%Q2 2014Q3 202342
Smithfield Trust Co 42420.00%0.01%0.07%Q2 2013Q3 202342
Point72 Asset Management, L.P. 1910.00%0.10%0.61%Q4 2014Q3 202342
GREAT LAKES ADVISORS, LLC 42420.03%0.07%0.28%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.05%0.15%Q2 2013Q3 202342
TCI Wealth Advisors, Inc. 42420.01%0.09%0.36%Q4 2012Q1 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.04%0.09%Q2 2013Q3 202342
KANAWHA CAPITAL MANAGEMENT LLC 42420.03%0.06%0.14%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.00%0.14%0.44%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.01%0.03%0.14%Q2 2013Q3 202342
SPINNAKER TRUST 42420.02%0.54%1.32%Q2 2013Q3 202342
FMR LLC 42420.00%0.03%0.12%Q2 2013Q3 202342
First Horizon Advisors, Inc. 4110.00%0.06%0.31%Q1 2012Q3 202342
ARROW FINANCIAL CORP 42420.03%0.08%0.16%Q2 2013Q3 202342
Cetera Advisors LLC 42420.02%0.22%0.40%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.02%0.21%4.42%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42420.11%0.18%0.26%Q2 2013Q3 202342
MORGAN STANLEY 42420.05%0.19%0.33%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.04%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.09%0.31%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.04%0.19%0.39%Q2 2013Q3 202342
INTERACTIVE FINANCIAL ADVISORS, INC. 42420.07%0.37%1.02%Q2 2013Q3 202342
NBT BANK N A /NY 42420.06%0.18%0.74%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.12%0.35%Q2 2013Q3 202342
Mirae Asset Global Investments Co., Ltd. 3410.00%0.12%0.51%Q4 2009Q3 202341
FINANCIAL COUNSELORS INC 28130.02%0.10%0.34%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.14%0.43%Q2 2013Q3 202341
HIGHLAND CAPITAL MANAGEMENT, LLC 3470.01%0.09%0.21%Q2 2013Q3 202341
TORONTO DOMINION BANK 2410.00%0.03%0.16%Q1 2013Q3 202341
United Asset Strategies, Inc. 24170.13%1.22%3.96%Q2 2013Q3 202341
Boltwood Capital Management 27140.12%0.44%0.92%Q2 2013Q4 202341
MEEDER ASSET MANAGEMENT INC 4010.00%0.05%0.22%Q2 2013Q3 202341
Capital Investment Advisors, LLC 41410.14%0.61%1.92%Q4 2013Q4 202341
ASSETMARK, INC 41410.00%0.06%0.42%Q3 2013Q3 202341
BOKF, NA 3290.01%0.04%0.08%Q2 2013Q3 202341
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3380.01%0.18%0.56%Q2 2013Q3 202341
Carnegie Capital Asset Management, LLC 29120.01%0.12%0.34%Q2 2013Q3 202341
M&T BANK CORP 26150.00%0.01%0.06%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.00%0.26%1.11%Q3 2013Q3 202341
DUNCKER STREETT & CO INC 25160.01%0.03%0.07%Q2 2013Q3 202341
Bartlett & Co. LLC 2670.00%0.02%0.04%Q2 2013Q4 202341
AlphaMark Advisors, LLC 4010.01%0.47%1.99%Q2 2013Q3 202341
Transamerica Financial Advisors, Inc. 3560.02%0.15%0.37%Q2 2013Q3 202341
NATIXIS ADVISORS, L.P. 4010.00%0.08%0.28%Q2 2013Q3 202341
Endurance Wealth Management, Inc. 41410.05%0.22%0.53%Q2 2013Q2 202341
Swan Global Investments, LLC 40400.67%5.28%9.17%Q4 2013Q3 202340
West Oak Capital, LLC 18110.00%0.03%0.07%Q2 2013Q3 202340
Edge Wealth Management LLC 2350.00%0.14%0.46%Q2 2013Q3 202340
PINNACLE FINANCIAL PARTNERS INC 40400.00%0.13%0.57%Q4 2013Q3 202340
Chevy Chase Trust Holdings, LLC 40400.00%0.01%0.09%Q4 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.00%0.06%0.41%Q4 2013Q4 202340
Goelzer Investment Management, Inc. 1710.02%0.10%0.20%Q1 2013Q3 202340
OLD SECOND NATIONAL BANK OF AURORA 25150.11%0.66%1.32%Q2 2013Q3 202340
MACROVIEW INVESTMENT MANAGEMENT LLC 3910.00%0.79%4.15%Q2 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.00%0.32%1.11%Q4 2013Q3 202340
JFS WEALTH ADVISORS, LLC 2810.00%0.59%4.92%Q2 2013Q3 202340
DEUTSCHE BANK AG\ 2360.00%0.04%0.38%Q3 2013Q3 202340
COMERICA BANK 3910.00%0.06%0.26%Q2 2013Q3 202340
Janney Montgomery Scott LLC 29110.05%0.19%0.64%Q3 2013Q3 202340
Hudock, Inc. 40400.02%0.08%0.54%Q2 2013Q1 202340
Advisory Services Network, LLC 27120.01%0.16%0.57%Q4 2013Q3 202339
BANQUE PICTET & CIE SA 3360.02%0.59%2.67%Q4 2013Q3 202339
Oakworth Capital, Inc. 3090.00%0.72%2.81%Q4 2013Q3 202339
Johnson Financial Group, Inc. 39390.00%0.07%0.51%Q1 2014Q3 202339
North Star Investment Management Corp. 39390.00%0.05%0.56%Q1 2014Q3 202339
WHITTIER TRUST CO 3310.00%0.02%0.25%Q2 2013Q3 202339
LOWE BROCKENBROUGH & CO INC 2510.03%0.11%0.27%Q2 2013Q3 202339
PEAK6 Investments LLC 1520.00%0.07%0.22%Q3 2018Q3 202339
STIFEL FINANCIAL CORP 39390.02%0.06%0.14%Q1 2014Q3 202339
ALPS ADVISORS INC 2850.10%0.15%0.26%Q3 2013Q3 202339
Capital Analysts, LLC 1690.00%0.04%0.42%Q4 2012Q3 202339
Archford Capital Strategies, LLC 39390.02%0.59%1.52%Q1 2014Q3 202339
First National Bank of Hutchinson 28110.17%0.59%1.10%Q2 2013Q3 202339
St. Johns Investment Management Company, LLC 39390.31%1.01%1.68%Q1 2014Q3 202339
Tower Research Capital LLC (TRC) 1440.00%0.38%2.30%Q2 2013Q3 202339
TOCQUEVILLE ASSET MANAGEMENT L.P. 3610.01%0.19%0.74%Q2 2013Q3 202339
COUNTRY TRUST BANK 39390.00%0.03%0.18%Q2 2014Q4 202339
ARS Investment Partners, LLC 26130.06%0.35%0.85%Q4 2013Q3 202339
MARTIN & CO INC /TN/ 21180.07%0.29%1.77%Q2 2013Q3 202339
Mariner, LLC 3260.01%0.05%0.13%Q4 2013Q3 202338
OLD NATIONAL BANCORP /IN/ 38380.06%0.47%1.30%Q2 2014Q3 202338
PITTENGER & ANDERSON INC 27110.00%0.28%0.74%Q2 2013Q3 202338
Estate Counselors, LLC 1410.03%0.71%2.21%Q2 2013Q3 202338
DAVENPORT & Co LLC 38380.00%0.02%0.04%Q2 2014Q3 202338
PETTYJOHN, WOOD & WHITE, INC 26120.08%0.29%0.92%Q2 2013Q3 202338
CAPTRUST FINANCIAL ADVISORS 3220.00%0.10%1.15%Q2 2013Q3 202338
Stillwater Investment Management, LLC 38380.72%1.77%3.39%Q4 2013Q1 202338
CenterStar Asset Management, LLC 710.00%0.16%1.72%Q4 2017Q2 202338
BANK OF THE WEST 2990.03%0.27%0.67%Q2 2013Q4 202238
FineMark National Bank & Trust 2150.01%0.04%0.13%Q2 2013Q3 202337
JOHNSON INVESTMENT COUNSEL INC 3610.01%0.10%0.32%Q2 2014Q3 202337
MURPHY CAPITAL MANAGEMENT INC 37370.16%0.45%1.11%Q2 2013Q2 202237
BROWN ADVISORY INC 3220.00%0.01%0.03%Q2 2013Q3 202337
Ameritas Investment Partners, Inc. 37370.00%0.10%0.71%Q3 2014Q3 202337
Asset Management Group, Inc. 37370.22%0.49%0.74%Q3 2014Q3 202337
CHILTON CAPITAL MANAGEMENT LLC 3110.01%0.08%0.16%Q2 2013Q3 202337
Main Management LLC 1910.02%1.76%9.80%Q2 2013Q3 202337
BLB&B Advisors, LLC 1510.02%0.07%0.25%Q2 2013Q3 202337
ROCKLAND TRUST CO 3610.04%0.17%0.57%Q2 2014Q3 202337
Prospera Financial Services Inc 1610.03%0.23%0.89%Q2 2013Q3 202337
DOWLING & YAHNKE LLC 37370.03%0.20%0.53%Q3 2013Q3 202237
Lowe Wealth Advisors, LLC 37370.00%0.39%2.49%Q4 2014Q4 202337
BROWN BROTHERS HARRIMAN & CO 1710.00%0.00%0.00%Q1 2013Q3 202337
THRIVENT FINANCIAL FOR LUTHERANS 37370.00%0.04%0.31%Q3 2014Q3 202337
Ionic Capital Management LLC 1910.01%0.26%1.25%Q2 2013Q2 201837
WHITTIER TRUST CO OF NEVADA INC 36360.00%0.04%0.11%Q4 2014Q3 202336
Cranbrook Wealth Management, LLC 36360.02%0.67%1.82%Q4 2014Q3 202336
Acropolis Investment Management, LLC 1920.02%0.06%0.12%Q2 2013Q3 202336
CWM, LLC 2440.02%0.19%2.71%Q4 2013Q3 202336
Kessler Investment Group, LLC 2330.06%0.50%1.24%Q4 2013Q3 202336
Sigma Planning Corp 36360.09%0.26%0.62%Q4 2014Q3 202336
MARCO INVESTMENT MANAGEMENT LLC 36360.05%0.18%0.83%Q4 2014Q3 202336
Community Bank, N.A. 36360.00%0.16%0.64%Q4 2014Q3 202336
BUTENSKY & COHEN FINANCIAL SECURITY, INC 36360.38%0.67%1.08%Q4 2014Q3 202336
CAPE ANN SAVINGS BANK 1710.15%0.39%0.73%Q2 2013Q3 202336
Stratos Wealth Partners, LTD. 36360.06%0.16%0.57%Q4 2014Q3 202336
WEDBUSH SECURITIES INC 36360.04%0.12%0.35%Q4 2014Q3 202336
PEAPACK GLADSTONE FINANCIAL CORP 36360.02%0.28%0.53%Q4 2014Q3 202336
Capital Investment Counsel, Inc 36360.10%0.45%0.83%Q4 2014Q3 202336
ARROWGRASS CAPITAL PARTNERS (US) LP 1410.00%0.28%1.79%Q4 2014Q3 201935
Roble, Belko & Company, Inc 35350.00%0.21%1.26%Q1 2015Q3 202335
STATE STREET CORP 2410.00%0.00%0.02%Q2 2013Q3 202335
Meristem Family Wealth, LLC 2690.09%0.30%0.50%Q2 2013Q1 202235
INTEGRAL DERIVATIVES, LLC 16160.00%0.05%0.25%Q2 2014Q1 201835
NEW ENGLAND ASSET MANAGEMENT INC 35350.00%0.03%0.09%Q4 2014Q2 202335
Baker Avenue Asset Management, LP 2690.01%0.46%0.97%Q3 2013Q3 202335
MANUFACTURERS LIFE INSURANCE COMPANY, THE 23120.00%0.01%0.04%Q4 2013Q3 202335
TRUST CO OF OKLAHOMA 22130.33%0.85%1.38%Q4 2014Q3 202335
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 25100.00%0.00%0.01%Q4 2014Q3 202335
XR Securities LLC 1550.00%0.14%2.08%Q4 2017Q3 202335
AGF INVESTMENTS INC. 3140.02%0.20%1.48%Q3 2013Q3 202235
BOSTON RESEARCH & MANAGEMENT INC 18170.12%0.70%1.24%Q2 2013Q3 202335
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.00%0.14%3.43%Q2 2015Q3 202335
HOWE & RUSLING INC 2810.00%0.02%0.13%Q2 2013Q3 202335
ProVise Management Group, LLC 2710.03%0.12%0.44%Q2 2013Q3 202335
Carroll Financial Associates, Inc. 35350.00%0.05%0.28%Q2 2013Q4 202135
Hills Bank & Trust Co 2910.02%1.60%4.61%Q2 2013Q4 202235
Kistler-Tiffany Companies, LLC 24110.00%0.04%0.35%Q2 2013Q2 202335
Regal Investment Advisors LLC 2210.00%0.08%0.22%Q2 2013Q3 202335
Allworth Financial LP 35350.00%0.02%0.08%Q1 2015Q3 202335
WBH ADVISORY INC 3130.20%1.62%16.40%Q1 2015Q3 202334
OPTIMUM INVESTMENT ADVISORS 2570.00%0.06%0.17%Q3 2013Q4 202334
Highlander Capital Management, LLC 20140.02%0.06%0.30%Q4 2014Q3 202334
PICTET BANK & TRUST Ltd 2340.14%2.15%6.75%Q4 2013Q3 202334
KINGS POINT CAPITAL MANAGEMENT 2950.00%0.04%0.11%Q2 2013Q1 202234
Joel Isaacson & Co., LLC 2120.01%0.05%0.13%Q4 2012Q3 202334
SPC Financial, Inc. 2590.05%0.15%0.28%Q1 2015Q3 202334
Psagot Value Holdings Ltd. 34340.00%3.10%6.54%Q2 2013Q3 202134
SIGNATUREFD, LLC 2310.00%0.01%0.05%Q2 2013Q3 202334
Lido Advisors, LLC 1260.01%0.36%4.06%Q1 2016Q3 202334
Carlton Hofferkamp & Jenks Wealth Management, LLC 1910.14%0.53%1.62%Q2 2013Q3 202334
Trust Co 34340.00%0.35%1.67%Q2 2015Q3 202334
Verition Fund Management LLC 1210.00%0.09%0.43%Q3 2013Q3 202334
BLUEFIN CAPITAL MANAGEMENT, LLC 13130.00%0.15%1.83%Q3 2020Q3 202334
Fernwood Investment Management, LLC 1410.10%0.24%0.53%Q4 2013Q3 202334
Baird Financial Group, Inc. 34340.01%0.10%0.34%Q2 2015Q3 202334
IPG Investment Advisors LLC 2110.08%0.45%1.60%Q4 2014Q3 202334
JONES FINANCIAL COMPANIES LLLP 3310.00%0.01%0.08%Q4 2014Q3 202334
JENNISON ASSOCIATES LLC 21130.00%0.00%0.00%Q2 2014Q3 202334
BUCKINGHAM STRATEGIC WEALTH, LLC 34340.03%0.09%0.29%Q2 2015Q3 202334
Roundview Capital LLC 34340.05%0.46%1.84%Q2 2015Q3 202334
Neuberger Berman Group LLC 1410.00%0.00%0.03%Q2 2013Q3 202334
FAGAN ASSOCIATES, INC. 1940.08%0.58%2.16%Q1 2014Q3 202334
FIL Ltd 34340.00%0.02%0.07%Q2 2015Q3 202334
Sunbelt Securities, Inc. 33330.03%0.31%0.70%Q3 2015Q3 202333
SIGMA INVESTMENT COUNSELORS INC 3210.05%0.15%0.34%Q4 2014Q3 202333
Wharton Business Group, LLC 3010.01%2.19%4.08%Q2 2013Q1 202333
Krilogy Financial LLC 33330.22%0.45%1.48%Q3 2015Q3 202333
Essex Financial Services, Inc. 23100.02%0.16%0.41%Q2 2013Q3 202333
Soros Fund Management 610.01%0.62%3.38%Q2 2013Q3 202333
Westside Investment Management, Inc. 1510.00%0.39%2.08%Q4 2016Q3 202333
RAYMOND JAMES TRUST N.A. 33330.01%0.04%0.10%Q3 2015Q3 202333
JNBA Financial Advisors 1510.00%0.01%0.08%Q2 2014Q3 202333
People's United Financial, Inc. 2760.01%0.04%0.10%Q2 2013Q1 202233
GFS Advisors, LLC 33330.02%0.31%0.81%Q3 2015Q3 202333
New England Private Wealth Advisors LLC 2670.04%0.46%1.03%Q4 2012Q3 202333
Hilltop Holdings Inc. 33330.04%0.52%1.55%Q3 2015Q3 202333
PEAK6 Group LLC 910.00%0.02%0.11%Q2 2013Q2 201833
BERKSHIRE ASSET MANAGEMENT LLC/PA 33330.02%0.05%0.08%Q3 2015Q3 202333
Winch Advisory Services, LLC 3010.00%0.16%1.21%Q1 2014Q3 202333
MV CAPITAL MANAGEMENT, INC. 1540.00%0.09%0.77%Q4 2014Q3 202333
Tradewinds Capital Management, LLC 3020.00%0.60%8.26%Q3 2015Q3 202332
Harel Insurance Investments & Financial Services Ltd. 32320.01%1.11%5.44%Q4 2015Q3 202332
NATIXIS 1910.00%0.54%3.38%Q2 2013Q3 202332
SWARTHMORE GROUP INC 32320.40%2.18%6.19%Q2 2013Q1 202132
TWIN FOCUS CAPITAL PARTNERS, LLC 32320.11%0.45%1.24%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.01%0.02%0.05%Q1 2016Q4 202332
D L CARLSON INVESTMENT GROUP INC 32320.07%0.89%3.23%Q4 2015Q3 202332
Migdal Insurance & Financial Holdings Ltd. 32320.00%0.95%4.70%Q4 2015Q3 202332
Livingston Group Asset Management CO (operating as Southport Capital Management) 2750.06%0.49%1.05%Q2 2013Q1 202232
Asset Dedication, LLC 32320.00%0.01%0.02%Q4 2015Q3 202332
WOODMONT INVESTMENT COUNSEL LLC 22100.01%0.22%0.77%Q2 2015Q3 202332
MONTAG A & ASSOCIATES INC 32320.03%0.17%0.70%Q4 2015Q3 202332
Evercore Wealth Management, LLC 1260.00%0.02%0.04%Q2 2013Q3 202332
CITIZENS FINANCIAL GROUP INC/RI 32320.01%0.49%1.69%Q4 2015Q3 202332
1832 Asset Management L.P. 2840.00%0.01%0.05%Q2 2015Q3 202332
Biltmore Wealth Management, LLC 3020.62%3.15%6.70%Q1 2015Q3 202332
Centiva Capital, LP 1140.00%0.07%0.51%Q4 2019Q3 202332
BANK HAPOALIM BM 18140.04%0.80%17.75%Q4 2013Q3 202332
AE Wealth Management LLC 28280.00%0.11%0.81%Q4 2016Q3 202332
Ausdal Financial Partners, Inc. 32320.10%0.30%0.63%Q4 2015Q3 202332
Freedom Investment Management, Inc. 2010.01%0.11%0.52%Q1 2013Q3 202332
FAS Wealth Partners, Inc. 32320.01%0.13%0.38%Q4 2015Q3 202332
Ayalon Insurance Comp Ltd. 2480.68%2.92%7.69%Q1 2015Q3 202332
CIBC Private Wealth Group, LLC 1830.00%0.01%0.08%Q4 2014Q3 202332
REILLY FINANCIAL ADVISORS, LLC 2840.00%0.00%0.02%Q2 2013Q4 202132
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1510.00%0.13%0.57%Q3 2014Q3 202332
BB&T SECURITIES, LLC 26260.01%0.03%0.14%Q2 2013Q3 201932
Cetera Investment Advisers 32320.07%0.20%0.37%Q4 2015Q3 202332
EXANE DERIVATIVES 31310.00%0.54%4.77%Q4 2014Q2 202231
CITY HOLDING CO 31310.00%0.02%0.11%Q1 2016Q3 202331
MONETARY MANAGEMENT GROUP INC 31310.06%0.18%0.53%Q1 2016Q3 202331
Tortoise Investment Management, LLC 30300.00%0.01%0.08%Q4 2012Q1 202031
C M BIDWELL & ASSOCIATES LTD 2610.01%0.33%1.86%Q4 2014Q3 202331
Institute for Wealth Management, LLC. 2650.01%0.42%1.26%Q3 2013Q3 202331
Geneos Wealth Management Inc. 31310.03%0.22%0.60%Q1 2016Q3 202331
Simmons Bank 31310.05%0.13%0.29%Q1 2016Q3 202331
WEALTHSOURCE PARTNERS, LLC 31310.04%0.27%1.57%Q1 2016Q3 202331
MML INVESTORS SERVICES, LLC 2650.04%0.52%3.73%Q4 2015Q3 202331
Moors & Cabot, Inc. 1310.02%0.08%0.30%Q2 2014Q3 202331
Avidian Wealth Solutions, LLC 1210.00%1.66%7.39%Q4 2013Q3 202331
Clal Insurance Enterprises Holdings Ltd 2380.01%1.08%3.73%Q4 2014Q3 202331
NEXT Financial Group, Inc 31310.00%0.16%0.38%Q2 2014Q4 202131
First Allied Advisory Services, Inc. 30300.00%0.17%0.45%Q2 2013Q3 202031
MAI Capital Management 19120.01%0.07%0.19%Q4 2014Q3 202331
Stearns Financial Services Group 30300.00%1.59%3.27%Q2 2013Q3 202031
VALLEY NATIONAL ADVISERS INC 1290.00%0.00%0.02%Q4 2014Q3 202331
InterOcean Capital, LLC 29290.00%0.12%0.39%Q2 2013Q2 202031
Pinnacle Wealth Management Advisory Group, LLC 1720.06%0.16%0.44%Q4 2014Q3 202331
Jackson, Grant Investment Advisers, Inc. 31310.00%0.01%0.05%Q4 2015Q2 202331
IFP Advisors, Inc 17140.03%0.26%0.70%Q4 2015Q3 202331
SCOTIA CAPITAL INC. 1420.01%0.07%0.60%Q1 2014Q3 202331
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17140.09%0.51%1.30%Q4 2015Q3 202331
Sheaff Brock Investment Advisors, LLC 15140.02%0.05%0.10%Q2 2016Q3 202330
Graham Capital Management, L.P. 1610.03%1.59%7.42%Q2 2013Q4 202230
VALICENTI ADVISORY SERVICES INC 1620.11%0.66%1.48%Q4 2014Q3 202330
Daiwa Securities Group Inc. 29290.00%0.00%0.01%Q3 2016Q3 202330
ADVISORY RESEARCH INC 1610.01%0.03%0.11%Q2 2015Q2 202330
PRUDENTIAL FINANCIAL INC 1560.00%0.04%0.13%Q2 2013Q3 202330
Apriem Advisors 2730.01%0.12%0.37%Q2 2013Q1 202330
Nicholas Hoffman & Company, LLC. 30300.02%0.12%0.21%Q2 2016Q3 202330
American Money Management, LLC 1470.14%0.43%1.05%Q4 2013Q3 202330
FIRST INTERSTATE BANK 1370.01%0.52%1.35%Q3 2015Q3 202330
Renaissance Technologies 810.00%0.01%0.08%Q2 2013Q3 202330
APPLETON PARTNERS INC/MA 30300.06%0.58%1.77%Q3 2016Q4 202330
Jacobi Capital Management LLC 30300.08%0.36%2.74%Q2 2016Q3 202330
Waldron Private Wealth LLC 1280.04%0.11%0.25%Q4 2014Q3 202330
NewEdge Advisors, LLC 30300.01%0.10%0.35%Q2 2016Q3 202330
FRONT BARNETT ASSOCIATES LLC 30300.34%1.11%1.64%Q2 2013Q3 202030
Venturi Wealth Management, LLC 2910.05%0.39%1.23%Q1 2016Q3 202330
Mechanics Bank Trust Department 29290.13%0.23%0.34%Q3 2016Q3 202329
Pinnacle Advisory Group, Inc. 2110.02%1.94%7.79%Q2 2013Q1 202129
1ST SOURCE BANK 1410.01%0.04%0.06%Q3 2014Q3 202329
Janney Capital Management LLC 17120.01%0.64%1.15%Q2 2013Q3 202329
CONFLUENCE INVESTMENT MANAGEMENT LLC 1260.02%0.12%0.60%Q2 2013Q3 202329
Compagnie Lombard Odier SCmA 1610.00%0.01%0.04%Q4 2013Q3 202329
COLONY GROUP LLC 1710.01%0.12%1.50%Q3 2013Q3 202329
Mathes Company, Inc. 2320.15%0.28%0.42%Q1 2016Q3 202329
Narwhal Capital Management 2180.03%0.21%0.55%Q4 2014Q3 202329
FIRST MERCANTILE TRUST CO 2630.29%1.17%1.94%Q2 2013Q3 202029
LS Investment Advisors, LLC 1710.00%0.57%3.02%Q4 2015Q3 202329
FIRST UNITED BANK & TRUST 2720.10%0.34%0.74%Q2 2013Q2 202229
Ifrah Financial Services, Inc. 1350.08%0.20%0.47%Q4 2013Q3 202329
Grove Bank & Trust 2630.00%0.36%0.71%Q4 2015Q3 202329
CHEMUNG CANAL TRUST CO 16130.06%1.49%4.04%Q3 2016Q4 202329
Brookstone Capital Management 1410.02%0.28%2.70%Q4 2013Q3 202329
Cypress Capital Management LLC (WY) 2450.01%0.44%1.82%Q4 2014Q1 202229
Atria Investments, Inc 1310.01%0.09%0.19%Q2 2013Q3 202329
GenTrust, LLC 28280.55%1.54%3.13%Q4 2016Q3 202328
BOYS ARNOLD & CO INC 28280.07%0.24%0.45%Q2 2013Q1 202028
Steward Partners Investment Advisory, LLC 28280.02%0.18%0.52%Q4 2016Q3 202328
FIRST MIDWEST BANK TRUST DIVISION 2440.03%0.20%0.46%Q2 2013Q4 202128
NOESIS CAPITAL MANGEMENT CORP 2020.06%0.96%1.66%Q2 2013Q2 202328
Banco Santander, S.A. 28280.03%0.09%0.21%Q4 2016Q3 202328
Valeo Financial Advisors, LLC 25250.01%0.22%0.77%Q3 2017Q3 202328
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 1990.34%1.50%2.60%Q2 2013Q4 202228
Parallel Advisors, LLC 28280.01%0.40%1.59%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.01%0.16%0.49%Q4 2016Q3 202328
Kovack Advisors, Inc. 2010.06%0.20%0.58%Q2 2015Q3 202328
IHT Wealth Management, LLC 28280.00%0.30%0.72%Q4 2016Q3 202328
MOORE CAPITAL MANAGEMENT, LP 510.01%0.78%3.37%Q2 2013Q3 202328
Cassaday & Co Inc. 28280.01%24.92%92.05%Q1 2015Q4 202128
Patriot Financial Group Insurance Agency, LLC 28280.00%0.15%0.28%Q4 2016Q3 202328
BRYN MAWR TRUST Co 28280.02%0.16%0.31%Q1 2013Q4 201928
Global Retirement Partners, LLC 28280.05%0.25%1.12%Q4 2016Q3 202328
BURNS J W & CO INC/NY 28280.06%0.21%0.41%Q4 2016Q3 202328
Lumina Fund Management LLC 2440.07%0.37%1.25%Q2 2013Q3 202328
BigSur Wealth Management LLC 28280.28%1.26%2.92%Q4 2016Q3 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.02%0.63%1.81%Q4 2016Q3 202328
FUKOKU MUTUAL LIFE INSURANCE Co 2610.06%1.03%1.94%Q2 2015Q3 202228
Rehmann Capital Advisory Group 1410.02%0.14%0.77%Q1 2011Q3 202328
TRUST CO OF VERMONT 1610.00%0.01%0.02%Q2 2013Q3 202328
Patten Group, Inc. 1910.04%0.09%0.13%Q4 2014Q3 202328
SNS Financial Group, LLC 1410.00%0.29%0.91%Q3 2013Q3 202328
Koshinski Asset Management, Inc. 1320.06%0.24%0.41%Q2 2016Q3 202328
Covington Capital Management 28280.00%0.06%0.14%Q4 2015Q3 202228
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2080.00%0.05%0.28%Q4 2013Q3 202328
Abbrea Capital, LLC 28280.06%0.16%0.27%Q4 2016Q3 202328
HOWARD CAPITAL MANAGEMENT 28280.25%0.57%0.72%Q1 2013Q4 201928
Stillwater Capital Advisors, LLC 28280.15%0.67%1.13%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 16110.02%0.26%1.48%Q4 2016Q3 202327
FIFTH THIRD SECURITIES, INC. 1650.17%0.73%2.32%Q1 2016Q3 202327
Madden Advisory Services, Inc. 27270.20%1.98%3.06%Q2 2013Q4 201927
Brown Advisory Securities, LLC 2160.05%0.17%0.87%Q4 2014Q2 202227
Intellectus Partners, LLC 1980.13%0.41%0.77%Q4 2016Q3 202327
Winfield Associates, Inc. 2520.19%0.53%1.09%Q4 2013Q1 202227
Whitnell & Co. 27270.62%1.32%2.03%Q2 2013Q4 201927
Richard Bernstein Advisors LLC 1410.00%1.06%2.08%Q1 2016Q3 202327
Capital Investment Advisory Services, LLC 27270.02%0.67%1.88%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.07%0.17%0.56%Q2 2013Q4 201927
Baystate Wealth Management LLC 15120.00%0.02%0.06%Q1 2016Q3 202327
Spectrum Asset Management, Inc. (NB/CA) 2430.94%2.20%4.24%Q4 2014Q3 202327
GOFEN & GLOSSBERG LLC /IL/ 27270.01%0.02%0.03%Q2 2013Q4 201927
Pacific Center for Financial Services 2430.01%0.04%0.15%Q4 2016Q3 202327
SIMON QUICK ADVISORS, LLC 27270.00%0.04%0.22%Q1 2017Q3 202327
CAPE COD FIVE CENTS SAVINGS BANK 27270.14%0.48%1.15%Q1 2017Q3 202327
Parkside Financial Bank & Trust 1150.00%0.07%0.22%Q3 2015Q3 202327
PICTET ASSET MANAGEMENT LTD 2210.00%0.02%0.28%Q2 2013Q2 202127
Brinker Capital Investments, LLC 1510.00%0.78%2.62%Q2 2013Q4 202227
BAILARD, INC. 1410.02%0.60%10.02%Q2 2014Q3 202327
Exchange Capital Management, Inc. 27270.01%0.33%0.82%Q2 2013Q4 201927
Family Firm, Inc. 1430.10%0.27%0.54%Q4 2014Q3 202327
HOLLENCREST CAPITAL MANAGEMENT 930.00%0.33%2.27%Q2 2014Q3 202327
Somerset Group LLC 1530.20%0.43%1.03%Q2 2013Q3 202327
CAMBRIDGE TRUST CO 1110.01%0.05%0.21%Q4 2015Q3 202327
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 27270.15%0.34%0.63%Q1 2017Q3 202327
Fort Point Capital Partners LLC 13120.01%0.28%1.45%Q1 2015Q3 202327
Manchester Capital Management LLC 2420.00%0.14%0.26%Q2 2013Q3 202226
Mount Lucas Management LP 910.02%0.58%4.24%Q2 2013Q4 202226
Founders Capital Management 13130.01%0.02%0.08%Q1 2017Q4 202326
United Bank 14120.37%1.18%1.92%Q4 2016Q3 202326
CONDOR CAPITAL MANAGEMENT 1510.03%0.10%0.30%Q2 2013Q3 202326
VESTOR CAPITAL, LLC 1110.01%0.67%3.57%Q2 2013Q3 202326
HBK Sorce Advisory LLC 1170.01%0.05%0.14%Q4 2015Q3 202326
SRS Capital Advisors, Inc. 1070.00%0.02%0.09%Q4 2016Q3 202326
Simplicity Solutions, LLC 940.03%0.24%0.86%Q2 2015Q3 202326
TCTC Holdings, LLC 1410.00%0.02%0.04%Q2 2013Q3 202326
SUNFLOWER BANK, NA WEALTH MANAGEMENT 26260.06%0.42%1.62%Q2 2013Q3 201926
VAN ECK ASSOCIATES CORP 16100.00%0.01%0.02%Q2 2013Q3 202326
RPG Investment Advisory, LLC 26260.02%0.05%0.11%Q2 2017Q3 202326
CYPRESS CAPITAL MANAGEMENT LLC 26260.08%0.29%0.84%Q2 2016Q3 202226
Zurich Insurance Group Ltd/FI 2030.00%0.04%0.14%Q3 2015Q3 202326
Cornerstone Wealth Management, LLC 1420.03%0.12%0.39%Q3 2016Q3 202326
WINTRUST INVESTMENTS LLC 1510.03%0.12%0.24%Q2 2016Q3 202326
Capital Asset Advisory Services LLC 1810.04%0.26%1.07%Q1 2016Q3 202326
Global Endowment Management, LP 16100.03%0.19%0.48%Q2 2013Q3 202226
RPg Family Wealth Advisory, LLC 1080.01%0.32%0.86%Q2 2016Q3 202326
Sargent Bickham Lagudis LLC 1840.00%0.02%0.13%Q1 2016Q4 202226
Lyons Wealth Management, LLC. 26260.24%0.75%1.68%Q2 2013Q3 201926
Bogart Wealth, LLC 2510.00%0.05%0.46%Q4 2016Q3 202326
Crescent Grove Advisors, LLC 26260.03%0.36%0.98%Q2 2017Q3 202326
EP Wealth Advisors, LLC 1510.02%0.08%0.31%Q4 2014Q3 202326
Altavista Wealth Management, Inc. 26260.08%0.16%0.30%Q3 2015Q4 202126
Private Wealth Advisors, LLC 20200.02%1.79%2.66%Q4 2018Q3 202326
COMMERZBANK AKTIENGESELLSCHAFT /FI 26260.02%1.58%6.23%Q2 2013Q3 201926
Fisher Asset Management, LLC 2210.00%0.01%0.08%Q3 2015Q3 202326
Bray Capital Advisors 2420.00%0.65%1.16%Q2 2015Q3 202326
AdvisorNet Financial, Inc 24240.00%0.07%0.28%Q4 2017Q3 202325
Evanson Asset Management, LLC 2010.03%0.13%0.32%Q4 2013Q3 202325
VPR Management LLC 25250.06%0.31%0.99%Q3 2017Q3 202325
Country Club Trust Company, n.a. 910.03%0.07%0.15%Q2 2013Q4 202125
DELTA ASSET MANAGEMENT LLC/TN 1140.00%0.00%0.01%Q2 2013Q3 202325
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1960.02%0.21%0.81%Q2 2013Q2 202125
OneDigital Investment Advisors LLC 2050.02%0.36%2.62%Q2 2017Q3 202325
ClearBridge Investments 1810.00%0.00%0.01%Q4 2013Q2 202025
ORLEANS CAPITAL MANAGEMENT CORP/LA 2210.12%0.30%0.59%Q2 2013Q3 202325
Beaumont Financial Partners, LLC 1010.02%0.94%5.35%Q2 2013Q3 202225
K.J. Harrison & Partners Inc 1810.04%0.39%1.18%Q4 2014Q1 202325
Hugh Johnson Advisors LLC 25250.24%0.42%0.80%Q2 2013Q2 201925
Voya Financial Advisors, Inc. 25250.08%0.26%0.64%Q1 2015Q1 202125
DUBUQUE BANK & TRUST CO 2410.00%0.06%1.28%Q2 2013Q2 202025
EATON VANCE MANAGEMENT 25250.00%0.00%0.01%Q3 2016Q3 202225
Invesco Ltd. 910.00%0.00%0.04%Q2 2013Q1 202325
Thomasville National Bank 1410.04%0.35%0.93%Q1 2017Q3 202325
MONROE BANK & TRUST/MI 25250.58%0.74%1.07%Q2 2013Q2 201925
BDO Wealth Advisors, LLC 25250.01%0.10%0.24%Q2 2017Q2 202325
Sowell Financial Services LLC 1120.02%0.35%3.79%Q4 2016Q3 202325
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 25251.58%5.29%9.96%Q2 2013Q2 201925
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1340.03%3.25%11.64%Q4 2014Q3 202325
VICUS CAPITAL 25250.03%0.47%3.31%Q3 2013Q3 201925
Torch Wealth Management LLC 25250.34%0.75%1.22%Q4 2013Q4 201925
CHEMICAL BANK 25250.05%0.08%0.09%Q2 2013Q2 201925
Sequoia Financial Advisors, LLC 1510.03%0.12%0.31%Q4 2013Q3 202325
TD ASSET MANAGEMENT INC 1220.00%0.06%0.24%Q2 2013Q3 202325
ACG Wealth 1710.04%0.29%0.66%Q1 2015Q3 202225
M&R CAPITAL MANAGEMENT INC 1780.00%0.00%0.01%Q2 2016Q4 202325
Partnervest Advisory Services LLC 2040.00%0.90%6.68%Q2 2013Q2 201925
Man Group plc 910.00%0.01%0.05%Q1 2018Q3 202325
Zurcher Kantonalbank (Zurich Cantonalbank) 2230.00%0.01%0.06%Q4 2011Q1 201825
PIN OAK INVESTMENT ADVISORS INC 24240.00%0.02%0.09%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.06%0.14%0.21%Q4 2017Q3 202324
Providence Capital Advisors, LLC 24240.00%0.01%0.05%Q4 2017Q3 202324
WESPAC Advisors SoCal, LLC 1330.01%1.42%3.48%Q2 2016Q3 202324
ALBION FINANCIAL GROUP /UT 1310.00%0.88%2.04%Q4 2016Q3 202324
PROVIDA PENSION FUND ADMINISTRATOR 1410.11%1.38%4.71%Q2 2014Q4 202224
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.00%0.09%0.48%Q2 2013Q1 201924
BLACKROCK ADVISORS LLC 1130.00%0.03%0.19%Q2 2013Q4 201624
MARINER INVESTMENT GROUP LLC 620.00%1.12%5.44%Q3 2013Q2 202124
BARINGS LLC 2210.01%0.06%0.38%Q2 2013Q2 202224
AXA S.A. 24240.00%0.01%0.01%Q4 2013Q3 201924
HCR Wealth Advisors 1610.05%0.80%4.05%Q1 2017Q3 202324
Kingsview Wealth Management, LLC 710.00%0.35%1.33%Q1 2017Q3 202324
Perigon Wealth Management, LLC 2010.00%0.07%0.21%Q3 2011Q3 202324
McIlrath & Eck, LLC 24240.00%0.02%0.10%Q4 2017Q3 202324
M Holdings Securities, Inc. 1810.04%0.38%0.74%Q3 2014Q1 202324
FDx Advisors, Inc. 1310.01%0.09%0.43%Q2 2014Q3 202324
Mount Yale Investment Advisors, LLC 23230.01%0.15%0.32%Q1 2018Q3 202324
OAKTOP CAPITAL MANAGEMENT II, L.P. 24240.66%1.23%1.69%Q1 2016Q4 202124
VAUGHAN DAVID INVESTMENTS LLC/IL 2310.01%0.09%0.16%Q4 2015Q3 202324
Integrated Wealth Concepts LLC 24240.04%0.61%1.82%Q4 2017Q3 202324
Weiss Asset Management LP 1110.02%0.37%0.94%Q3 2017Q3 202324
SYM FINANCIAL Corp 24240.09%0.16%0.23%Q4 2017Q3 202324
Valmark Advisers, Inc. 24240.03%0.06%0.12%Q4 2017Q3 202324
SUNTRUST BANKS INC 2040.00%0.05%0.15%Q2 2013Q3 201924
MEITAV INVESTMENT HOUSE LTD 24240.02%1.42%3.55%Q4 2017Q3 202324
IFG Advisory, LLC 24240.05%0.17%0.36%Q4 2017Q3 202324
IndexIQ Advisors LLC 24240.00%0.10%0.38%Q2 2016Q1 202224
Ballew Advisors, Inc 24240.34%0.85%2.11%Q4 2017Q3 202324
WealthTrust Fairport, LLC 24240.38%0.54%0.68%Q2 2013Q1 201924
Global Trust Asset Management, LLC 24240.00%0.03%0.22%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.12%0.44%1.04%Q4 2017Q3 202324
Mutual Advisors, LLC 23230.00%0.19%0.35%Q1 2018Q3 202324
Independence Bank of Kentucky 24240.00%0.38%0.90%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 1670.18%0.38%0.63%Q4 2017Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.01%0.09%0.64%Q1 2018Q3 202323
LINCOLN NATIONAL CORP 1210.01%0.06%0.18%Q4 2016Q3 202323
SignalPoint Asset Management, LLC 1010.07%0.11%0.19%Q1 2015Q3 202323
WILLIAMS JONES & ASSOCIATES LLC 1670.01%0.05%0.16%Q2 2013Q2 201923
Cribstone Capital Management, LLC 2210.01%0.67%1.45%Q3 2016Q4 202223
DT Investment Partners, LLC 1210.00%0.52%1.97%Q2 2013Q3 202323
TRUSTCORE FINANCIAL SERVICES, LLC 21210.00%0.06%0.23%Q4 2017Q4 202223
Chesapeake Wealth Management 23230.09%0.26%0.52%Q1 2018Q3 202323
CONTINENTAL ADVISORS LLC 15150.83%1.85%3.56%Q1 2020Q3 202323
RiverFront Investment Group, LLC 1110.01%0.91%2.23%Q4 2011Q3 202323
JAMES INVESTMENT RESEARCH INC 1710.00%0.06%0.45%Q2 2013Q1 202323
LifePlan Financial Group, Inc 1940.02%0.40%2.11%Q2 2013Q3 202023
Avior Wealth Management, LLC 1430.00%0.02%0.05%Q3 2016Q3 202323
J. Goldman & Co LP 810.01%0.10%0.31%Q4 2014Q3 202323
EXENCIAL WEALTH ADVISORS, LLC 1510.02%0.10%0.32%Q1 2013Q3 202323
WealthPLAN Partners, LLC 710.02%0.19%1.24%Q1 2015Q4 202323
Private Wealth Advisors, Inc. 23230.12%0.54%0.82%Q2 2014Q4 201923
Snowden Capital Advisors LLC 1050.03%0.11%0.24%Q3 2017Q3 202323
Bison Wealth, LLC 1650.02%0.46%1.02%Q3 2017Q3 202323
TRUIST FINANCIAL CORP 1660.00%0.11%0.27%Q2 2015Q3 202323
Miracle Mile Advisors, LLC 810.02%1.26%10.18%Q4 2014Q3 202323
LAKE STREET ADVISORS GROUP, LLC 2120.13%0.93%2.08%Q4 2017Q3 202323
Wealthcare Advisory Partners LLC 1110.00%0.06%0.26%Q2 2016Q3 202323
Itau Unibanco Holding S.A. 1810.00%0.27%1.15%Q3 2016Q3 202323
STEVENS CAPITAL MANAGEMENT LP 820.20%2.09%12.53%Q2 2013Q3 202323
Cavalier Investments, LLC 1130.09%2.51%9.07%Q2 2016Q3 202323
Rafferty Asset Management, LLC 1760.22%5.35%11.05%Q2 2013Q1 201923
WELLINGTON MANAGEMENT GROUP LLP 610.00%0.01%0.03%Q4 2014Q3 202323
LEVEL FOUR ADVISORY SERVICES, LLC 1230.02%0.21%1.10%Q4 2016Q3 202323
WASHINGTON TRUST BANK 2110.00%0.10%0.41%Q1 2014Q4 202023
Concorde Asset Management, LLC 810.28%0.57%1.61%Q3 2015Q3 202323
LYELL WEALTH MANAGEMENT, LP 13100.10%0.55%1.39%Q4 2016Q3 202323
Sterling Investment Advisors, Ltd. 23230.00%0.01%0.04%Q4 2016Q2 202223
InterOcean Capital Group, LLC 12120.00%0.20%0.50%Q4 2020Q3 202322
Certified Advisory Corp 11110.20%0.75%1.34%Q4 2017Q3 202322
Lee Financial Co 22220.01%1.85%3.60%Q2 2018Q3 202322
Paradigm Financial Advisors, LLC 22220.12%0.25%0.45%Q1 2014Q2 201922
EAGLE GLOBAL ADVISORS LLC 1250.01%0.07%0.16%Q4 2016Q3 202322
Clearstead Advisors, LLC 1570.00%0.03%0.08%Q4 2017Q3 202322
Virtu Financial LLC 820.02%0.56%1.63%Q2 2013Q3 202322
MGO ONE SEVEN LLC 1120.02%0.43%2.53%Q4 2017Q3 202322
ELLIOTT MANAGEMENT CORP 930.59%2.60%6.09%Q2 2013Q4 201922
Cedar Wealth Management, LLC 1240.00%0.20%0.87%Q1 2016Q3 202322
D. E. Shaw & Co., Inc. 710.00%0.05%0.23%Q2 2013Q3 202322
TRUE Private Wealth Advisors 22220.02%0.08%0.16%Q2 2018Q3 202322
GAM Holding AG 21210.00%0.09%0.20%Q4 2014Q4 201922
ATLAS CAPITAL ADVISORS LLC 12100.01%0.16%0.37%Q1 2018Q3 202322
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1150.00%0.03%0.11%Q3 2015Q1 202222
Shepherd Financial Partners LLC 11110.05%0.11%0.31%Q1 2017Q3 202322
Keystone Financial Group 2020.11%0.32%0.53%Q1 2018Q3 202322
WESBANCO BANK INC 1310.01%0.06%0.40%Q2 2016Q3 202322
Wellington Shields Capital Management, LLC 930.04%0.17%0.37%Q1 2015Q3 202322
Freestone Capital Holdings, LLC 1320.00%0.32%1.22%Q1 2017Q3 202322
Hartford Financial Management Inc. 1130.00%0.00%0.01%Q2 2013Q3 202322
Salomon & Ludwin, LLC 20200.01%0.50%1.23%Q4 2018Q3 202322
SIGNET FINANCIAL MANAGEMENT, LLC 1010.00%0.08%0.13%Q1 2015Q3 202322
Patriot Wealth Management, Inc. 1560.04%1.78%3.47%Q2 2013Q4 201821
Clarus Wealth Advisors 1410.02%0.88%1.89%Q4 2017Q2 202321
SIMPLEX TRADING, LLC 1110.00%0.10%0.63%Q3 2015Q2 202321
ASSET ADVISORS CORP 21210.41%0.66%1.19%Q2 2013Q2 201821
ALERUS FINANCIAL NA 1420.15%0.91%1.84%Q3 2016Q3 202321
Glassman Wealth Services 1510.00%0.08%0.64%Q2 2015Q3 202321
BRAVE ASSET MANAGEMENT INC 1510.02%0.25%0.56%Q4 2013Q3 202121
Western Wealth Management, LLC 1180.00%0.47%2.10%Q4 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.04%0.16%0.36%Q3 2018Q3 202321
Summit Financial Wealth Advisors, LLC 810.05%0.32%0.92%Q4 2014Q3 202321
Segment Wealth Management, LLC 910.08%0.71%1.94%Q2 2013Q3 202321
Arete Wealth Advisors, LLC 940.03%0.12%0.27%Q4 2017Q2 202321
Alphadyne Asset Management LP 610.03%6.85%20.08%Q1 2017Q3 202321
CENTAURUS FINANCIAL, INC. 1210.01%0.26%0.83%Q1 2018Q3 202321
MERITAGE PORTFOLIO MANAGEMENT 1110.01%0.52%1.01%Q4 2014Q2 202321
SHEETS SMITH WEALTH MANAGEMENT 1610.01%0.51%1.01%Q1 2013Q3 202321
Sound Income Strategies, LLC 1470.00%0.00%0.01%Q4 2017Q3 202321
Eagle Capital Management, LLC 1110.21%1.27%3.83%Q4 2013Q3 202321
Iowa State Bank 1290.06%0.15%0.45%Q4 2017Q3 202321
SpiderRock Advisors, LLC 710.00%0.17%1.85%Q1 2017Q3 202321
MYCIO WEALTH PARTNERS, LLC 1470.00%0.01%0.04%Q2 2013Q4 201921
Quantitative Investment Management, LLC 610.02%2.03%7.65%Q2 2013Q2 202321
USCA RIA LLC 1310.02%0.21%0.68%Q4 2014Q2 202121
Granite Investment Advisors, LLC 2010.06%0.25%0.44%Q4 2015Q3 202121
Ancora Advisors LLC 1610.00%0.07%0.25%Q4 2015Q3 202321
Pinnacle Bancorp, Inc. 2010.01%0.11%0.20%Q1 2017Q3 202321
SCHRODER INVESTMENT MANAGEMENT GROUP 510.00%0.05%0.17%Q3 2013Q3 202321
DOW CHEMICAL CO /DE/ 1910.13%1.19%2.91%Q3 2013Q3 201921
SUN LIFE FINANCIAL INC 21210.03%1.04%2.55%Q3 2013Q3 201821
Marathon Trading Investment Management LLC 1010.01%0.26%1.11%Q4 2014Q3 202321
Larson Financial Group LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
Benchmark Capital Advisors 20200.19%0.29%0.66%Q1 2014Q4 201820
Rockefeller Capital Management L.P. 20200.00%0.11%0.32%Q4 2018Q3 202320
QUATTRO FINANCIAL ADVISORS LLC 1110.06%0.74%1.70%Q1 2017Q3 202320
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1210.10%0.17%0.26%Q2 2018Q3 202320
Fiera Capital Corp 1370.00%0.00%0.01%Q4 2015Q3 202320
Hirtle Callaghan & Co LLC 1610.03%1.59%6.83%Q4 2013Q2 202020
MOTCO 1110.00%0.01%0.01%Q2 2013Q3 202220
AVANTAX ADVISORY SERVICES, INC. 20200.10%0.24%0.54%Q4 2018Q3 202320
UBS ASSET MANAGEMENT AMERICAS INC 1210.00%0.02%0.05%Q4 2016Q3 202320
Belpointe Asset Management LLC 1820.03%0.26%0.74%Q3 2018Q3 202320
INNEALTA CAPITAL, LLC 20200.62%2.41%5.68%Q4 2018Q3 202320
ExodusPoint Capital Management, LP 310.00%0.29%1.30%Q4 2018Q3 202320
EVERGREEN CAPITAL MANAGEMENT LLC 20200.03%0.11%0.35%Q4 2018Q3 202320
Blue Fin Capital, Inc. 1910.13%0.29%0.42%Q4 2013Q4 201820
Aveo Capital Partners, LLC 19190.00%1.17%2.08%Q1 2019Q3 202320
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1640.03%2.99%8.48%Q4 2014Q4 202020
Aspire Private Capital, LLC 20200.00%0.16%2.36%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.06%0.15%0.26%Q4 2018Q3 202320
Full Sail Capital, LLC 20200.41%1.01%1.63%Q4 2018Q3 202320
Doyle Wealth Management 1110.02%0.58%1.31%Q1 2017Q3 202220
Blume Capital Management, Inc. 1330.01%2.84%5.21%Q4 2014Q3 202320
NOMURA ASSET MANAGEMENT CO LTD 720.00%0.01%0.02%Q4 2016Q3 202320
SeaCrest Wealth Management, LLC 1460.03%0.09%0.55%Q4 2017Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.39%1.00%2.49%Q4 2014Q3 201920
YHB Investment Advisors, Inc. 20200.04%0.06%0.10%Q4 2018Q3 202320
Jaffetilchin Investment Partners, LLC 1120.05%0.53%1.64%Q1 2016Q3 202320
Bank Pictet & Cie (Europe) AG 1820.05%0.89%2.39%Q4 2014Q4 201920
SEGALL BRYANT & HAMILL, LLC 760.00%0.01%0.01%Q2 2018Q3 202320
ALLIANCEBERNSTEIN L.P. 1110.00%0.02%0.08%Q1 2014Q3 202320
WEBSTER BANK, N. A. 1550.00%0.02%0.07%Q4 2017Q3 202320
Vantage Investment Advisors, LLC 20200.00%0.03%0.08%Q4 2013Q3 201820
Hamilton Capital, LLC 15150.00%11.33%21.86%Q1 2020Q3 202320
Evolution Wealth Advisors, LLC 20200.01%1.51%4.09%Q4 2018Q3 202320
StoneX Group Inc. 710.05%0.47%1.87%Q4 2016Q3 202320
Wealthfront Advisers LLC 20200.39%0.60%0.97%Q4 2018Q3 202320
Northeast Financial Consultants Inc 1460.03%0.26%0.73%Q4 2015Q3 202320
Vigilant Capital Management, LLC 910.00%0.00%0.01%Q1 2016Q2 202320
COLDSTREAM CAPITAL MANAGEMENT INC 1110.01%0.04%0.07%Q4 2014Q3 202320
FIRST MERCHANTS CORP 1730.09%0.20%0.33%Q4 2014Q3 202320
WealthShield Partners, LLC 620.00%0.17%1.13%Q4 2017Q3 202320
Palisade Asset Management, LLC 1210.04%0.10%0.16%Q4 2017Q3 202320
Well Done, LLC 940.04%0.07%0.11%Q3 2016Q3 202320
RiverGlades Family Offices LLC 710.20%0.35%0.56%Q4 2017Q3 202320
FinTrust Capital Advisors, LLC 20200.00%0.01%0.04%Q4 2018Q3 202320
Oliver Luxxe Assets LLC 860.03%0.43%1.28%Q4 2015Q3 202320
Crewe Advisors LLC 850.00%0.01%0.09%Q4 2017Q3 202320
American Portfolios Advisors 20200.07%0.17%0.28%Q4 2017Q3 202220
Princeton Global Asset Management LLC 20200.07%0.12%0.29%Q4 2018Q3 202320
Advisory Resource Group 20200.09%0.54%1.02%Q4 2018Q3 202320
Pettinga Financial Advisors LLC 20200.28%0.73%1.35%Q4 2018Q3 202320
Terra Nova Asset Management LLC 1370.63%2.29%4.19%Q4 2015Q3 202320
BFSG, LLC 1280.08%0.32%0.92%Q2 2018Q3 202320
Concert Wealth Management Inc. 16160.00%0.25%0.76%Q2 2013Q1 201720
SMITH, MOORE & CO. 1110.06%0.14%0.40%Q1 2018Q3 202320
Solstein Capital, LLC 1210.01%0.91%3.13%Q2 2018Q3 202320
TWO SIGMA ADVISERS, LP 510.00%0.14%0.94%Q2 2013Q3 202020
QUADRANT CAPITAL GROUP LLC 940.00%0.03%0.13%Q2 2015Q1 202220
Cypress Capital Group 1120.04%0.17%0.33%Q2 2013Q3 202320
Stratos Wealth Advisors, LLC 20200.15%0.46%1.06%Q4 2018Q3 202320
OGOREK ANTHONY JOSEPH /NY/ /ADV 1630.01%0.01%0.02%Q4 2015Q3 202319
First National Bank of South Miami 19190.01%0.03%0.04%Q4 2018Q2 202319
DFPG INVESTMENTS, LLC 1450.10%0.51%1.99%Q4 2018Q3 202319
SALEM INVESTMENT COUNSELORS INC 1220.00%0.02%0.04%Q4 2016Q3 202319
Sterneck Capital Management, LLC 1180.16%0.28%0.68%Q4 2014Q3 202219
American Research & Management Co. 19190.01%0.20%0.42%Q1 2018Q3 202219
Cresset Asset Management, LLC 1180.00%0.03%0.13%Q4 2018Q3 202319
Spears Abacus Advisors LLC 1450.06%0.12%0.25%Q3 2014Q3 202319
Weaver Consulting Group 19190.10%0.27%0.41%Q1 2019Q3 202319
Aptus Capital Advisors, LLC 16160.00%0.24%1.90%Q4 2019Q3 202319
AGF Investments LLC 19190.00%1.17%6.78%Q1 2018Q3 202219
Welch Group, LLC 1310.02%0.10%0.48%Q3 2015Q3 202319
Caption Management, LLC 710.00%0.28%1.10%Q1 2019Q2 202319
PLIMOTH TRUST CO LLC 1090.06%0.12%0.18%Q4 2017Q3 202319
KG&L Capital Management,LLC 1450.15%0.27%0.43%Q4 2018Q3 202319
Qube Research & Technologies Ltd 1110.00%0.22%1.75%Q1 2018Q3 202319
Rothschild Capital Partners, LLC 1210.95%1.74%4.23%Q1 2016Q3 202319
Trek Financial, LLC 19190.04%0.39%1.15%Q1 2019Q3 202319
Hochman Cole Investment Advisors, Inc. 19190.35%1.27%2.16%Q4 2015Q2 202019
FIRST BUSINESS FINANCIAL SERVICES, INC. 1520.09%0.77%3.51%Q2 2014Q3 202319
Balentine LLC 1210.01%2.89%12.17%Q4 2015Q3 202319
Prime Capital Investment Advisors, LLC 1110.00%0.26%0.72%Q2 2018Q3 202319
L & S Advisors Inc 710.04%0.36%1.42%Q2 2013Q3 202319
IFC Holdings Incorporated/FL 19190.04%0.11%0.44%Q2 2013Q4 201719
BOENNING & SCATTERGOOD, INC. 19190.23%0.38%0.61%Q2 2018Q4 202219
Magnus Financial Group LLC 1270.03%0.34%0.70%Q4 2018Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.00%0.07%0.15%Q3 2018Q3 202319
TOWNSQUARE CAPITAL LLC 19190.01%0.10%0.26%Q1 2019Q3 202319
NICOLET BANKSHARES INC 1710.06%0.26%0.67%Q4 2015Q3 202319
Winslow, Evans & Crocker, Inc. 910.00%0.07%0.25%Q4 2013Q4 202019
CHURCHILL MANAGEMENT Corp 1210.15%1.86%4.48%Q2 2013Q3 202319
PROFESSIONAL ADVISORY SERVICES INC 19191.58%2.79%4.64%Q3 2015Q1 202019
TEXAS PERMANENT SCHOOL FUND CORP 1520.00%0.02%0.04%Q1 2013Q4 201919
Silverleafe Capital Partners, LLC 1360.26%2.06%4.93%Q4 2017Q4 202319
TD Capital Management LLC 1450.00%0.01%0.01%Q3 2018Q3 202319
Analyst IMS Investment Management Services Ltd. 19190.06%0.30%0.90%Q4 2014Q2 201919
CENTRAL BANK & TRUST CO 19190.01%0.12%0.26%Q1 2019Q3 202319
Glenview Trust Co 1410.01%0.02%0.07%Q4 2016Q3 202319
FIDUCIARY TRUST CO 1540.01%0.03%0.08%Q4 2013Q3 202319
Realta Investment Advisors 19190.09%0.23%0.52%Q1 2019Q3 202319
Disciplina Capital Management LLC 19190.19%3.95%10.38%Q1 2019Q3 202319
Confluence Wealth Management LLC 1720.11%0.21%0.35%Q1 2014Q2 202019
INVESTMENT PARTNERS, LTD. 1110.10%0.49%1.39%Q4 2014Q3 202319
Trust Asset Management LLC 1810.05%1.13%2.38%Q2 2018Q3 202319
UNIVEST FINANCIAL Corp 1510.17%1.89%3.29%Q4 2013Q3 202319
GREAT VALLEY ADVISOR GROUP, INC. 1450.03%0.29%0.96%Q4 2018Q3 202319
TSFG, LLC 19190.03%0.36%1.34%Q1 2019Q3 202319
PICTON MAHONEY ASSET MANAGEMENT 1010.00%0.38%3.60%Q2 2015Q3 202319
TIFF ADVISORY SERVICES, LLC 1361.44%16.21%50.99%Q1 2017Q3 202319
First Financial Bank - Trust Division 1080.05%0.17%0.30%Q1 2013Q4 202318
NATIONAL PLANNING CORP 18180.06%0.19%0.53%Q2 2013Q3 201718
ENTERPRISE FINANCIAL SERVICES CORP 1510.00%0.04%0.27%Q2 2013Q2 202118
Weatherstone Capital Management 1210.10%1.66%7.33%Q2 2014Q1 201918
Ahrens Investment Partners LLC 1020.09%0.30%1.60%Q4 2016Q1 202318
DAVIDSON & GARRARD INC 18180.22%0.41%0.61%Q2 2013Q3 201718
CHICAGO TRUST Co NA 1110.08%0.11%0.15%Q1 2015Q3 202318
Busey Bank 1610.03%0.35%0.50%Q2 2014Q3 202318
Jackson Hole Capital Partners, LLC 1330.02%0.21%0.49%Q2 2019Q3 202318
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1010.01%2.14%5.81%Q2 2013Q1 202318
Avalon Investment & Advisory 610.01%0.26%1.16%Q4 2015Q1 202318
Cable Hill Partners, LLC 18180.00%0.02%0.05%Q4 2014Q1 201918
CAXTON ASSOCIATES LP 610.00%0.88%5.96%Q3 2014Q1 202318
UMB Bank, n.a. 1210.01%0.03%0.05%Q2 2013Q3 202318
HM PAYSON & CO 1610.00%0.00%0.02%Q4 2018Q3 202318
AMERICAN NATIONAL BANK 1010.00%0.00%0.01%Q3 2014Q3 202318
KELLEHER FINANCIAL ADVISORS 1110.11%0.33%0.54%Q2 2016Q3 202318
Shulman DeMeo Asset Management LLC 830.08%0.21%0.41%Q4 2018Q3 202318
Donald L. Hagan, LLC 1110.20%0.60%1.07%Q3 2015Q3 202318
Good Life Advisors, LLC 820.05%0.23%0.59%Q3 2017Q3 202318
Laurel Wealth Advisors, Inc. 1610.00%0.25%0.69%Q3 2018Q4 202218
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1110.02%0.24%0.61%Q4 2014Q3 202218
Matrix Trust Co 18180.01%0.64%1.27%Q2 2019Q3 202318
Schonfeld Strategic Advisors LLC 410.00%0.17%1.23%Q3 2016Q3 202318
CONCENTRIC WEALTH MANAGEMENT, LLC 1210.06%0.19%0.36%Q4 2016Q3 202318
ROPES WEALTH ADVISORS LLC 1710.02%0.18%0.29%Q4 2015Q4 202018
HoyleCohen, LLC 1210.04%0.05%0.08%Q4 2017Q3 202318
Verde Servicos Internacionais S.A. 1510.10%2.45%3.92%Q4 2015Q3 202218
BTG Pactual Global Asset Management Ltd 810.18%1.25%6.91%Q1 2015Q3 202318
FRANKLIN RESOURCES INC 1510.00%0.00%0.01%Q3 2018Q3 202318
TRAIN BABCOCK ADVISORS LLC 1710.25%0.55%1.12%Q2 2013Q4 201718
River Wealth Advisors LLC 1530.06%0.15%0.24%Q2 2018Q3 202318
Sumitomo Mitsui Trust Holdings, Inc. 610.00%0.01%0.02%Q3 2015Q3 202318
NewSquare Capital LLC 920.00%0.40%1.21%Q3 2016Q3 202318
Blue Chip Partners, LLC 1610.03%2.71%3.93%Q3 2015Q3 202318
Telos Capital Management, Inc. 1350.16%0.22%0.38%Q2 2013Q2 201918
Ledyard National Bank 18180.04%0.13%0.22%Q3 2015Q4 201918
Rock Creek Group, LP 1510.01%0.37%1.56%Q3 2018Q3 202318
Elliott Investment Management L.P. 15150.24%3.63%12.24%Q1 2020Q3 202318
Arosa Capital Management LP 611.30%5.80%13.05%Q3 2016Q2 202318
1834 INVESTMENT ADVISORS CO 1510.00%0.19%0.78%Q4 2017Q3 202318
GIRARD PARTNERS LTD. 1710.03%1.55%2.74%Q3 2018Q3 202318
HRT FINANCIAL LP 610.01%1.06%7.19%Q2 2015Q3 202318
BBVA USA Bancshares, Inc. 910.00%0.08%0.27%Q2 2013Q1 202118
SCHAFER CULLEN CAPITAL MANAGEMENT INC 710.00%0.11%0.31%Q4 2013Q4 202018
QCI ASSET MANAGEMENT INC/NY 18180.00%0.05%0.48%Q4 2015Q1 202018
Commonwealth Equity Services, Inc 18180.12%0.21%0.30%Q2 2013Q3 201718
GYL FINANCIAL SYNERGIES, LLC 1530.11%0.56%1.52%Q4 2018Q3 202318
UBS AG 660.01%0.13%0.38%Q2 2013Q3 201418
Sonora Investment Management, LLC 1610.00%0.00%0.01%Q3 2015Q3 202118
Allianz Asset Management GmbH 810.00%0.00%0.03%Q2 2015Q3 202318
Financial Sense Advisors, Inc. 620.15%2.02%4.54%Q1 2015Q3 202318
BANK PICTET & CIE (ASIA) LTD 1410.13%0.94%2.49%Q3 2014Q3 202318
MBM Wealth Consultants, LLC 18180.00%0.08%0.37%Q4 2018Q1 202318
Versant Capital Management, Inc 1210.00%0.01%0.09%Q2 2016Q4 202317
LEAVELL INVESTMENT MANAGEMENT, INC. 1010.00%0.04%0.07%Q2 2010Q3 202317
WFG Advisors, LP 17170.07%0.12%0.25%Q2 2013Q2 201717
STOCK YARDS BANK & TRUST CO 1210.02%0.04%0.10%Q4 2014Q3 202317
WP Advisors, LLC 1341.96%2.77%3.68%Q4 2016Q1 202117
Joseph P. Lucia & Associates, LLC 740.02%0.43%1.61%Q1 2019Q3 202317
Global Wealth Management Investment Advisory, Inc. 1520.01%0.02%0.09%Q4 2018Q3 202317
NWI MANAGEMENT LP 1210.07%2.66%9.41%Q3 2017Q3 202317
First PREMIER Bank 920.00%0.03%0.06%Q2 2016Q3 202317
SII INVESTMENTS INC/WI 1430.04%0.11%0.28%Q2 2013Q4 201717
SVB WEALTH LLC 1610.01%0.04%0.06%Q2 2019Q3 202317
Homrich & Berg 1250.02%0.03%0.04%Q4 2013Q4 201917
Vestmark Advisory Solutions, Inc. 1430.04%0.17%0.43%Q1 2019Q2 202317
Avestar Capital, LLC 710.00%0.09%0.46%Q4 2017Q3 202317
Wealthspire Advisors, L.P. 1430.01%0.03%0.11%Q4 2015Q3 202017
Lehman & Derafelo Financial Resources LLC 17170.14%0.38%0.55%Q4 2018Q4 202217
Chicago Partners Investment Group LLC 1210.01%0.05%0.08%Q4 2014Q3 202317
SouthState Corp 1310.00%0.09%0.18%Q4 2014Q3 202317
Rikoon Group, LLC 1610.06%0.23%0.50%Q3 2016Q1 202117
Allred Capital Management, LLC 1110.01%0.53%1.34%Q4 2018Q3 202317
TUDOR INVESTMENT CORP ET AL 610.00%0.37%2.40%Q2 2013Q3 202317
CX Institutional 1160.00%0.41%1.70%Q2 2018Q3 202317
MCMILLION CAPITAL MANAGEMENT INC 710.01%0.41%1.12%Q2 2013Q2 202317
Peak Asset Management, LLC 920.11%0.23%0.40%Q1 2015Q3 202317
LGL PARTNERS, LLC 17170.10%0.17%0.22%Q4 2015Q4 201917
Poehling Capital Management, INC. 1520.00%1.28%2.20%Q1 2018Q3 202317
GILL CAPITAL PARTNERS, LLC 1610.19%0.50%1.37%Q4 2018Q4 202317
Montecito Bank & Trust 980.00%0.17%0.35%Q4 2016Q4 202317
BRINKER CAPITAL INC 510.01%0.20%0.79%Q3 2013Q3 201917
Vivaldi Capital Management LP 1430.05%0.16%0.36%Q1 2019Q3 202317
Overbrook Management Corp 1070.08%0.13%0.22%Q4 2014Q3 202317
OPPENHEIMER ASSET MANAGEMENT INC. 820.00%0.03%0.16%Q3 2017Q3 202317
B. Riley Wealth Management, Inc. 710.00%0.14%0.87%Q1 2014Q2 202217
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13130.00%0.05%0.23%Q4 2019Q4 202217
HL FINANCIAL SERVICES LLC 1320.01%0.03%0.07%Q2 2013Q1 201917
Corbenic Partners LLC 1310.00%0.96%5.89%Q4 2014Q2 202216
Wealthspire Advisors, LLC 1510.00%0.13%0.27%Q4 2018Q3 202316
Proficio Capital Partners LLC 1220.03%0.39%0.86%Q4 2015Q2 202316
Transform Wealth, LLC 710.02%0.15%1.23%Q1 2017Q3 202316
Integrated Advisors Network LLC 1220.00%0.62%1.29%Q4 2019Q3 202316
BerganKDV Wealth Management, LLC 810.00%0.00%0.01%Q2 2018Q2 202316
V Wealth Advisors LLC 1410.01%0.15%0.28%Q2 2017Q2 202316
Opera Trading Capital 1020.01%0.89%5.70%Q4 2015Q4 201816
Sugarloaf Wealth Management, LLC 16160.02%0.03%0.07%Q4 2019Q3 202316
SHINE INVESTMENT ADVISORY SERVICES INC 1510.08%0.26%1.21%Q1 2015Q3 202016
WASHINGTON TRUST Co 1510.00%0.03%0.09%Q2 2018Q3 202316
ELEMENT POINTE ADVISORS, LLC 740.16%0.38%0.67%Q4 2018Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.02%0.29%0.48%Q2 2013Q1 201716
Kore Private Wealth LLC 16160.05%0.16%0.62%Q4 2018Q3 202216
HighMark Wealth Management LLC 16160.00%0.04%0.08%Q4 2019Q3 202316
Frisch Financial Group, Inc. 1020.09%0.16%0.27%Q4 2018Q2 202316
Aberdeen Wealth Management LLC 16160.31%0.51%0.69%Q4 2019Q3 202316
STEEL GROVE CAPITAL ADVISORS, LLC 610.03%0.20%0.84%Q1 2015Q1 202316
PRIO WEALTH LIMITED PARTNERSHIP 16160.02%0.04%0.06%Q2 2019Q1 202316
SILVERCREST ASSET MANAGEMENT GROUP LLC 910.00%0.01%0.02%Q3 2013Q4 202016
GUYASUTA INVESTMENT ADVISORS INC 910.02%0.06%0.13%Q1 2016Q3 202316
Corsair Capital Management 970.02%0.58%0.93%Q3 2015Q3 202316
Sand Hill Global Advisors, LLC 1330.02%2.01%4.25%Q1 2015Q1 202216
DUMONT & BLAKE INVESTMENT ADVISORS LLC 1240.16%0.53%0.98%Q1 2015Q3 202316
FARMERS TRUST CO 16160.06%0.30%0.45%Q4 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.02%0.24%0.62%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.04%0.16%0.37%Q4 2019Q3 202316
Financial Gravity Asset Management, Inc. 1240.00%0.12%0.86%Q1 2019Q3 202316
FIRST NATIONAL CORP /MA/ /ADV 1010.04%0.41%1.24%Q4 2018Q3 202316
GAMCO INVESTORS, INC. ET AL 16160.01%0.02%0.02%Q2 2019Q1 202316
Dorsey & Whitney Trust CO LLC 710.04%0.13%0.23%Q3 2017Q3 202316
Bedell Frazier Investment Counselling, LLC 1110.06%0.74%2.23%Q1 2017Q3 202316
Archer Investment Corp 1420.00%0.01%0.04%Q4 2018Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
PUTNAM INVESTMENTS LLC 610.01%0.07%0.24%Q3 2014Q4 202216
Dana Investment Advisors, Inc. 1110.01%0.04%0.09%Q4 2015Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.01%0.09%0.22%Q4 2019Q3 202316
BENJAMIN EDWARDS INC 1510.01%0.22%0.80%Q1 2019Q3 202316
APPLETON GROUP, LLC 410.21%0.49%1.09%Q1 2014Q3 202316
All Terrain Financial Advisors, LLC 970.07%0.15%0.26%Q4 2017Q4 202216
Sowa Financial Group, Inc. 16160.00%0.73%1.83%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.02%0.16%0.48%Q4 2019Q3 202316
Powell Investment Advisors, LLC 16160.15%0.35%0.76%Q4 2019Q3 202316
Lombard Odier Asset Management (USA) Corp 310.08%0.73%1.57%Q4 2020Q3 202316
DENVER INVESTMENT ADVISORS LLC 16160.01%0.02%0.04%Q2 2014Q1 201816
Ameraudi Asset Management, Inc. 16160.17%2.50%5.47%Q4 2019Q3 202316
Brevan Howard Capital Management LP 1010.11%4.00%19.39%Q3 2015Q1 202316
WEALTHFRONT Corp 1510.00%1.83%2.75%Q2 2014Q3 201816
Wagner Wealth Management, LLC 1240.01%0.10%0.45%Q4 2017Q3 202316
Edgestream Partners, L.P. 610.02%0.13%0.33%Q3 2018Q3 202316
Disciplined Investments, LLC 16160.00%0.13%0.30%Q4 2019Q3 202316
Money Design Co.,Ltd. 16160.46%0.76%1.19%Q4 2019Q3 202316
Verdence Capital Advisors LLC 1210.05%0.08%0.18%Q4 2017Q3 202316
Hilton Capital Management, LLC 730.00%1.04%3.88%Q2 2018Q3 202316
Arkadios Wealth Advisors 16160.02%0.16%0.50%Q4 2019Q3 202316
BOOTHBAY FUND MANAGEMENT, LLC 410.01%0.31%2.01%Q4 2014Q3 202316
Horizon Investments, LLC 1010.00%0.62%2.28%Q2 2014Q3 202316
Cerity Partners LLC 820.01%0.11%0.45%Q3 2018Q3 202316
TD Ameritrade Trust Co 810.01%0.10%0.36%Q2 2013Q1 201916
IAG Wealth Partners, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Antonetti Capital Management LLC 910.02%0.85%3.53%Q2 2010Q3 202316
Strategic Advisors LLC 1110.09%0.16%0.23%Q2 2014Q3 202316
Carolina Wealth Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
PRUDENT INVESTORS NETWORK, INC. 16161.68%3.08%5.22%Q4 2019Q3 202316
Coyle Financial Counsel LLC 1510.09%0.37%0.62%Q4 2013Q1 201816
ATTICUS WEALTH MANAGEMENT, LLC 16160.01%0.13%0.40%Q4 2019Q3 202316
Pavion Blue Capital, LLC 16160.44%0.86%2.22%Q4 2019Q3 202316
Astor Investment Management LLC 710.12%1.03%4.65%Q4 2016Q3 202316
Greenline Partners, LLC 910.00%0.06%0.20%Q2 2018Q3 202316
Belmont Capital, LLC 16160.00%0.04%0.23%Q4 2019Q3 202316
NVWM, LLC 1060.00%0.14%0.49%Q4 2017Q3 202316
EVOKE WEALTH, LLC 1510.02%0.16%1.05%Q3 2019Q3 202316
Pacifica Partners Inc. 1420.00%0.00%0.02%Q4 2019Q4 202316
JUNCTURE WEALTH STRATEGIES, LLC 1310.16%1.08%5.68%Q4 2016Q4 202316
BRR OpCo, LLC 15150.03%0.09%0.16%Q1 2019Q3 202215
TIAA, FSB 910.00%0.01%0.04%Q2 2017Q2 202315
Visionary Asset Management, Inc. 810.01%0.24%0.48%Q2 2013Q3 201815
UBS OCONNOR LLC 310.00%0.08%0.63%Q2 2013Q1 202315
BOSTON FAMILY OFFICE LLC 710.02%0.02%0.06%Q4 2015Q3 202315
Argent Trust Co 1010.01%0.04%0.09%Q4 2016Q3 202315
Traverso Chambers Private Wealth Management, LLC 15150.21%0.35%0.46%Q1 2020Q3 202315
GREENWOOD CAPITAL ASSOCIATES LLC 810.00%0.35%1.05%Q3 2015Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.00%0.03%Q1 2020Q3 202315
MSI Financial Services Inc 15150.24%0.33%0.55%Q2 2013Q4 201615
Maltin Wealth Management, Inc. 15150.32%0.64%1.01%Q1 2020Q3 202315
Retirement Group, LLC 1410.04%0.21%1.18%Q4 2019Q3 202315
PEOPLES FINANCIAL SERVICES CORP. 1230.00%0.20%0.44%Q4 2013Q3 202315
Element Wealth, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Graypoint LLC 15150.13%0.60%1.31%Q1 2020Q3 202315
GW HENSSLER & ASSOCIATES LTD 1320.04%0.45%0.94%Q4 2014Q3 202315
Aurora Private Wealth, Inc. 15150.14%0.55%1.10%Q1 2020Q3 202315
East Coast Asset Management, LLC. 15150.12%0.20%0.27%Q4 2012Q2 201615
WEST PACES ADVISORS INC. 15150.02%0.05%0.27%Q1 2020Q3 202315
Advisory Alpha, LLC 1010.01%0.31%0.64%Q1 2019Q3 202315
BTR CAPITAL MANAGEMENT INC 820.07%0.16%0.33%Q2 2014Q3 202215
Raab & Moskowitz Asset Management LLC 1010.03%0.12%0.22%Q4 2014Q3 202315
HARRELL INVESTMENT PARTNERS, LLC 15150.10%0.50%1.12%Q1 2020Q3 202315
Procyon Advisors, LLC 1230.04%0.11%0.18%Q4 2019Q3 202315
Bank of Marin 1410.21%0.40%0.67%Q4 2019Q3 202315
Parcion Private Wealth LLC 1410.10%1.18%4.07%Q4 2019Q3 202315
Bristlecone Advisors, LLC 1310.02%0.46%6.24%Q3 2017Q3 202315
ACCURATE INVESTMENT SOLUTIONS, INC. 15150.00%0.00%0.01%Q4 2015Q2 201915
Faithward Advisors, LLC 15150.00%0.01%0.05%Q4 2019Q2 202315
WHITE PINE CAPITAL LLC 15150.21%0.37%0.59%Q1 2020Q3 202315
Probity Advisors, Inc. 15150.16%0.33%0.51%Q2 2016Q4 201915
Virtu KCG Holdings LLC 1320.01%0.03%0.11%Q3 2013Q2 201715
Caprock Group, LLC 810.04%0.10%0.27%Q2 2017Q3 202315
OSAIC HOLDINGS, INC. 15150.04%0.20%0.35%Q1 2020Q3 202315
First Heartland Consultants, Inc. 710.03%0.07%0.14%Q2 2013Q3 202315
NTV ASSET MANAGEMENT LLC 1140.06%1.09%2.03%Q4 2017Q3 202315
CAPITAL INSIGHT PARTNERS, LLC 15150.54%1.05%1.88%Q1 2020Q3 202315
Daniel Devine & Co 15150.29%0.41%0.64%Q4 2014Q2 201815
INGALLS & SNYDER LLC 15150.01%0.04%0.09%Q2 2016Q4 201915
Zions Bancorporation, N.A. 830.00%0.01%0.02%Q4 2018Q1 202315
THOROUGHBRED FINANCIAL SERVICES, LLC 1110.06%0.21%0.33%Q1 2019Q3 202315
ASPIRIANT, LLC 870.03%0.07%0.29%Q1 2016Q4 201915
First Command Financial Services, Inc. 1210.00%0.01%0.04%Q1 2018Q2 202315
BlackRock Group LTD 11110.00%0.00%0.00%Q2 2014Q4 201615
Barnett & Company, Inc. 810.00%0.01%0.10%Q1 2016Q4 202115
MKP Capital Management, L.L.C. 510.11%7.27%32.28%Q1 2017Q2 202315
MADISON INVESTMENT HOLDINGS INC 1410.01%0.22%0.58%Q4 2015Q3 201915
Firestone Capital Management 15150.01%0.10%0.14%Q1 2020Q3 202315
Black Swift Group, LLC 1110.05%6.98%18.92%Q2 2018Q3 202315
IBERIABANK CORP 15150.03%0.10%0.30%Q4 2016Q2 202015
Pinnacle Wealth Planning Services, Inc. 15150.09%0.37%0.77%Q1 2020Q3 202315
Orion Portfolio Solutions, LLC 1230.01%0.09%0.37%Q4 2019Q3 202315
AMG National Trust Bank 1410.02%0.04%0.07%Q3 2014Q3 202315
HHM Wealth Advisors, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
TIEDEMANN ADVISORS, LLC 710.03%0.57%6.11%Q2 2015Q1 202315
BlackRock Investment Management, LLC 620.00%0.00%0.00%Q2 2013Q4 201615
Capital Wealth Planning, LLC 910.01%0.05%0.15%Q2 2017Q3 202315
Moisand Fitzgerald Tamayo, LLC 1110.00%0.01%0.01%Q4 2015Q3 202315
Hanlon Investment Management, Inc. 910.09%0.38%0.86%Q3 2013Q1 202315
MITCHELL MCLEOD PUGH & WILLIAMS INC 1140.20%0.28%0.33%Q4 2014Q3 202315
Petix & Botte Co 1230.53%1.19%1.93%Q4 2019Q3 202315
MERCER GLOBAL ADVISORS INC /ADV 1210.00%0.02%0.04%Q1 2019Q3 202315
Robertson Stephens Wealth Management, LLC 15150.21%0.30%0.46%Q1 2020Q3 202315
Private Wealth Group, LLC 15150.51%1.52%4.22%Q1 2020Q3 202315
Meridian Wealth Management, LLC 1210.01%1.15%2.58%Q4 2016Q3 202315
Dynamic Advisor Solutions LLC 1110.00%0.22%0.43%Q4 2013Q3 202315
GM Advisory Group, LLC 520.02%1.11%3.30%Q4 2017Q3 202315
Private Portfolio Partners LLC 1110.09%0.34%0.70%Q4 2018Q3 202315
Austin Private Wealth, LLC 810.00%0.30%0.88%Q1 2021Q2 202315
CAROLINAS WEALTH CONSULTING LLC 15150.02%0.05%0.12%Q1 2020Q3 202315
Avantax Planning Partners, Inc. 810.01%0.02%0.04%Q2 2017Q3 202315
Bouchey Financial Group Ltd 1140.04%0.06%0.09%Q1 2019Q3 202315
Allen Investment Management, LLC 710.00%0.69%1.71%Q4 2015Q3 202315
Towercrest Capital Management 15150.07%0.12%0.19%Q1 2020Q3 202315
Grace Capital 15150.01%0.08%0.42%Q2 2018Q4 202115
ST GERMAIN D J CO INC 1230.00%0.03%0.09%Q1 2020Q4 202315
Advisor Group, Inc. 15150.05%0.17%0.36%Q2 2016Q4 201915
55I, LLC 15150.11%0.42%0.87%Q1 2019Q3 202215
Bramshill Investments, LLC 510.01%0.18%0.55%Q2 2017Q3 202315
Leicht Financial Planning & Wealth Management, Inc. 810.36%1.86%3.11%Q4 2016Q3 202315
Global Strategic Investment Solutions, LLC 15150.10%0.30%0.54%Q1 2020Q3 202315
WealthBridge Capital Management, LLC 1130.08%0.18%0.30%Q4 2018Q3 202314
J Arnold Wealth Management Co 14140.00%0.97%12.49%Q4 2019Q1 202314
Vectors Research Management, LLC 1310.01%1.20%2.21%Q3 2018Q3 202314
QVR LLC 320.01%0.23%0.98%Q4 2017Q1 202014
Van Leeuwen & Company, LLC 541.24%2.25%3.06%Q4 2018Q3 202314
First Personal Financial Services 950.00%0.12%0.74%Q1 2016Q3 202314
Polar Asset Management Partners Inc. 410.00%0.87%6.38%Q1 2014Q2 202214
Stamos Capital Partners, L.P. 1210.34%1.91%4.92%Q1 2019Q3 202314
Eudaimonia Partners, LLC 770.01%0.76%1.80%Q1 2020Q3 202314
ACIMA PRIVATE WEALTH, LLC 14140.07%0.46%1.71%Q4 2018Q1 202214
Rosenberg Matthew Hamilton 14140.01%0.01%0.02%Q2 2020Q3 202314
Windsor Wealth Management, Inc. 1110.12%0.34%0.70%Q4 2017Q3 202314
WRAPMANAGER INC 710.08%0.49%0.95%Q3 2012Q3 201814
NF Trinity Capital (Hong Kong) Ltd 14141.64%2.19%2.66%Q4 2015Q1 201914
Capital Square, LLC 14140.23%0.37%0.53%Q4 2019Q1 202314
X-Square Capital, LLC 14140.51%1.66%3.30%Q2 2020Q3 202314
CALTON & ASSOCIATES, INC. 810.04%0.25%1.54%Q4 2017Q3 202314
Symmetry Investments LP 730.06%1.25%5.17%Q1 2021Q3 202314
Stonebridge Capital Advisors LLC 1110.00%0.00%0.00%Q3 2019Q3 202314
J.Safra Asset Management Corp 1220.03%3.17%13.66%Q4 2015Q3 202314
Summit Asset Management, LLC 14140.13%0.20%0.24%Q3 2015Q4 201814
Aspen Investment Management Inc 710.15%0.22%0.32%Q3 2017Q3 202314
Delphi Private Advisors LLC 14140.03%0.06%0.09%Q4 2015Q1 201914
MinichMacGregor Wealth Management, LLC 1310.01%0.07%0.76%Q4 2015Q4 202214
Arcus Capital Partners, LLC 810.01%0.29%0.73%Q4 2016Q3 202314
Providence First Trust Co 720.12%0.42%0.69%Q2 2017Q3 202314
Millburn Ridgefield Corp 14140.00%0.04%0.12%Q2 2020Q3 202314
WestEnd Advisors, LLC 1310.00%0.87%2.02%Q1 2020Q3 202314
Nikulski Financial, Inc. 14140.14%0.18%0.28%Q2 2020Q3 202314
TRANSCEND CAPITAL ADVISORS, LLC 950.08%0.30%0.44%Q1 2020Q3 202314
SSI INVESTMENT MANAGEMENT LLC 710.02%0.14%0.23%Q1 2015Q3 202214
tru Independence LLC 920.09%0.69%3.42%Q4 2019Q3 202314
Avondale Wealth Management 770.02%1.30%3.52%Q4 2017Q3 202314
Zions Bancorporation 1130.00%0.01%0.02%Q1 2015Q3 201814
Investors Research Corp 14140.03%1.07%1.74%Q2 2020Q3 202314
Phoenix Holdings Ltd. 1130.02%0.41%3.12%Q1 2020Q3 202314
Annex Advisory Services, LLC 1040.02%1.98%5.03%Q2 2013Q3 202314
INVESTMENT CENTERS OF AMERICA INC 1110.08%0.23%0.46%Q2 2013Q3 201714
Fiduciary Trust Co International of Pennsylvania 1040.02%0.05%0.07%Q4 2015Q1 202014
Kepos Capital LP 1310.02%3.15%7.31%Q4 2017Q2 202114
GeoWealth Management, LLC 14140.11%0.28%1.07%Q2 2020Q3 202314
Bay Harbor Wealth Management, LLC 420.00%0.05%0.37%Q4 2018Q4 202214
BlackRock Institutional Trust Company, N.A. 910.00%0.00%0.01%Q2 2013Q3 201614
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 620.01%0.03%0.06%Q4 2015Q3 202314
Chesley Taft & Associates LLC 14140.02%0.03%0.03%Q4 2015Q1 201914
Claraphi Advisory Network, LLC 1040.05%0.34%2.44%Q4 2017Q4 202214
LBA Wealth Management, LLC 14140.02%0.05%0.10%Q4 2013Q1 201714
MBB PUBLIC MARKETS I LLC 880.02%0.44%1.14%Q4 2021Q3 202314
HMS Capital Management, LLC 12120.08%3.26%6.04%Q4 2020Q3 202314
Mirador Capital Partners LP 640.10%0.72%1.38%Q1 2016Q3 202314
Florin Court Capital LLP 820.31%6.95%22.30%Q4 2016Q1 202314
Formidable Asset Management, LLC 1130.00%0.19%1.38%Q3 2013Q4 201914
Moneda S.A. Administradora General de Fondos 14140.16%0.32%0.49%Q4 2019Q1 202314
J.W. COLE ADVISORS, INC. 810.03%0.35%0.80%Q4 2019Q3 202314
Brick & Kyle, Associates 1040.01%0.07%0.37%Q4 2014Q3 202314
Haverford Trust Co 610.00%0.01%0.03%Q4 2014Q3 202314
KELLOGG W K FOUNDATION TRUST 860.48%0.89%1.57%Q3 2015Q2 201914
Towerpoint Wealth, LLC 14140.11%0.20%0.28%Q2 2020Q3 202314
Eldridge Investment Advisors, Inc. 770.08%0.21%0.52%Q4 2017Q3 202314
180 WEALTH ADVISORS, LLC 1130.05%0.16%0.30%Q2 2018Q3 202314
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 810.03%0.13%0.34%Q3 2015Q1 202114
Jasper Ridge Partners, L.P. 14140.05%0.09%0.16%Q4 2019Q1 202314
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1310.27%0.56%1.05%Q4 2018Q2 202214
Visionary Wealth Advisors 14140.04%0.34%0.71%Q2 2020Q3 202314
GRIMES & COMPANY, INC. 1210.04%0.53%1.29%Q4 2019Q3 202314
LYNCH & ASSOCIATES/IN 910.06%0.18%0.30%Q2 2013Q4 201914
LOEB PARTNERS CORP 920.72%1.46%2.42%Q2 2013Q4 201814
WESTPORT RESOURCES MANAGEMENT INC 14140.01%0.02%0.04%Q2 2013Q3 201614
Fullerton Fund Management Co Ltd. 510.15%1.52%6.33%Q4 2017Q3 202314
HBW ADVISORY SERVICES LLC 1210.07%0.34%1.04%Q4 2019Q3 202314
Pekin Hardy Strauss, Inc. 13130.07%0.50%0.87%Q3 2020Q3 202313
E&G Advisors, LP 1210.08%0.36%0.62%Q2 2020Q3 202313
BANK OF HAWAII 13130.03%0.25%0.34%Q2 2013Q2 201613
Shoker Investment Counsel, Inc. 13130.12%0.20%0.45%Q3 2020Q3 202313
D.B. Root & Company, LLC 730.15%0.51%1.11%Q4 2017Q3 202313
SEI INVESTMENTS CO 1010.00%0.00%0.00%Q4 2014Q1 201913
CapWealth Advisors, LLC 710.02%0.03%0.04%Q3 2013Q4 202013
WESPAC Advisors, LLC 710.29%1.28%2.64%Q4 2016Q4 202213
GPS Wealth Strategies Group, LLC 13130.10%0.49%1.21%Q3 2020Q3 202313
AVIANCE CAPITAL MANAGEMENT, LLC 710.01%0.26%1.03%Q2 2013Q1 201913
KANALY TRUST CO 13130.02%0.02%0.04%Q4 2013Q4 201613
Semmax Financial Advisors Inc. 13130.00%0.02%0.12%Q4 2018Q4 202113
FIRSTMERIT BANK N A TRUSTEE 13130.02%0.06%0.12%Q2 2013Q2 201613
SevenBridge Financial Group, LLC 13130.00%0.02%0.03%Q2 2016Q2 201913
Horan Securities, Inc. 760.01%0.02%0.04%Q1 2020Q2 202313
Newbridge Financial Services Group, Inc. 13130.18%0.58%1.40%Q3 2020Q3 202313
CWA Asset Management Group, LLC 1210.19%0.36%0.60%Q4 2016Q3 202313
RMR Wealth Builders 1110.01%0.17%0.35%Q4 2019Q3 202313
AlphaStar Capital Management, LLC 13130.03%0.14%0.25%Q3 2020Q3 202313
Spectrum Management Group, LLC 310.00%1.02%2.06%Q4 2013Q3 202213
STERLING INVESTMENT MANAGEMENT, LLC 610.15%0.25%0.34%Q1 2017Q3 202313
USA FINANCIAL FORMULAS 510.05%0.13%0.22%Q4 2017Q3 202313
Sageworth Trust Co 850.04%0.33%2.04%Q1 2020Q3 202313
First Command Advisory Services, Inc. 1010.00%0.00%0.01%Q4 2017Q3 202313
F3Logic, LLC 1110.01%0.24%0.58%Q4 2018Q4 202213
Northwest Bancshares, Inc. 13130.05%0.14%0.17%Q3 2020Q3 202313
NWAM LLC 1120.05%0.31%0.62%Q1 2018Q3 202313
Windsor Creek Advisors, LLC 990.00%0.39%0.84%Q4 2019Q4 202113
Berman Capital Advisors, LLC 850.02%0.05%0.16%Q4 2017Q2 202113
RFG Advisory, LLC 1110.03%0.10%0.32%Q2 2015Q3 202313
Measured Wealth Private Client Group, LLC 940.12%0.30%1.18%Q2 2020Q3 202313
COMERICA SECURITIES,INC. 1110.02%0.11%0.29%Q4 2019Q3 202313
Key FInancial Inc 1210.03%0.12%0.18%Q1 2020Q3 202313
RAND WEALTH, LLC 13130.04%0.07%0.17%Q3 2015Q3 201813
CVA Family Office, LLC 13130.02%0.05%0.08%Q2 2020Q2 202313
Mission Creek Capital Partners, Inc. 1210.04%0.17%0.30%Q2 2020Q3 202313
Private Advisory Group LLC 710.14%0.51%2.33%Q4 2016Q3 202313
Sage Capital Advisors,llc 910.10%0.73%1.14%Q2 2017Q2 202213
Midwest Professional Planners, LTD. 710.00%0.72%2.18%Q4 2017Q3 202313
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 910.01%0.01%0.02%Q2 2018Q2 202213
Pathway Financial Advisors LLC 820.13%0.22%0.30%Q4 2017Q3 202313
CreativeOne Wealth, LLC 13130.12%0.31%0.60%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.06%0.19%0.31%Q3 2020Q3 202313
Executive Wealth Management, LLC 1030.02%0.07%0.14%Q4 2018Q3 202313
GABLES CAPITAL MANAGEMENT INC. 13130.02%0.04%0.06%Q1 2018Q1 202113
Enterprise Trust & Investment Co 13131.32%2.00%3.45%Q2 2019Q2 202213
FOUNDERS FINANCIAL SECURITIES LLC 1010.06%0.38%1.37%Q2 2014Q3 202313
Frontier Wealth Management LLC 1210.05%0.61%1.11%Q2 2018Q2 202213
Leelyn Smith, LLC 13130.00%0.00%0.00%Q4 2019Q4 202213
New Harbor Financial Group, LLC 540.02%6.69%13.45%Q3 2015Q3 202113
Fieldpoint Private Securities, LLC 620.01%0.09%0.30%Q3 2017Q2 202213
Virtus Fund Advisers, LLC 13130.00%0.00%0.01%Q2 2014Q2 201713
TrinityPoint Wealth, LLC 1010.05%0.19%0.36%Q4 2018Q3 202313
Laidlaw Wealth Management LLC 1210.07%0.53%0.91%Q4 2019Q3 202313
Clear Perspective Advisors, LLC 720.02%0.32%0.90%Q4 2016Q4 202113
Hillcrest Wealth Advisors - NY, LLC 1210.17%0.94%2.22%Q4 2018Q2 202213
TIEDEMANN TRUST CO 13130.10%0.86%8.60%Q2 2013Q2 201613
Hillswick Asset Management, LLC 13130.99%1.21%1.49%Q4 2014Q4 201713
SCS Capital Management LLC 910.01%0.71%2.46%Q2 2013Q2 201913
Colonial Trust Advisors 940.01%0.04%0.07%Q4 2017Q3 202313
Financial Management Professionals, Inc. 1010.00%0.01%0.07%Q2 2016Q3 202313
Merriman Wealth Management, LLC 510.01%0.20%0.59%Q2 2016Q3 202313
Kestra Advisory Services, LLC 13130.04%0.21%0.40%Q3 2020Q3 202313
CANADA PENSION PLAN INVESTMENT BOARD 710.00%0.09%0.23%Q2 2013Q3 202313
Andesa Financial Management Inc. 13130.20%0.35%0.63%Q1 2020Q1 202313
Strategic Blueprint, LLC 1110.00%0.35%0.73%Q3 2019Q3 202313
McAdam, LLC 1030.00%0.12%0.42%Q1 2018Q3 202313
YorkBridge Wealth Partners, LLC 13130.01%0.04%0.15%Q4 2016Q4 201913
Bryn Mawr Capital Management, LLC 1030.08%0.26%0.62%Q2 2020Q3 202313
Investors Capital Advisory Services 13130.16%0.26%0.42%Q2 2013Q2 201613
W.G. Shaheen & Associates DBA Whitney & Co 1210.07%1.92%2.90%Q4 2018Q3 202313
Bell Rock Capital LLC 13130.01%0.02%0.10%Q4 2016Q4 201913
Hexagon Capital Partners LLC 13130.07%0.13%0.16%Q3 2020Q3 202313
LeJeune Puetz Investment Counsel LLC 13130.06%0.10%0.14%Q4 2016Q4 201913
Crestwood Advisors Group, LLC 530.02%0.22%0.68%Q4 2014Q3 202313
OKABENA INVESTMENT SERVICES INC 1010.00%0.33%0.77%Q4 2019Q3 202313
SPX Gestao de Recursos Ltda 510.54%6.54%22.87%Q3 2016Q2 202313
Flaharty Asset Management, LLC 610.02%0.40%3.66%Q4 2016Q3 202313
Founders Financial Alliance, LLC 13130.01%0.79%1.25%Q3 2020Q3 202313
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 940.08%0.43%1.40%Q2 2013Q1 202313
FIDUCIARY TRUST INTERNATIONAL LLC 13130.16%0.56%0.80%Q2 2017Q2 202013
Apollon Wealth Management, LLC 1210.06%0.22%0.32%Q2 2020Q3 202313
Garde Capital, Inc. 12120.02%0.35%0.65%Q2 2020Q1 202312
Fortis Advisors, LLC 1110.00%0.02%0.07%Q1 2020Q3 202312
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1110.00%0.00%0.00%Q4 2019Q3 202312
Avion Wealth 12120.00%0.02%0.03%Q4 2020Q3 202312
Tiller Private Wealth, Inc. 12120.59%2.52%4.58%Q1 2016Q4 201812
PUBLIC SECTOR PENSION INVESTMENT BOARD 510.00%0.11%0.24%Q2 2013Q2 202212
Cox Capital Mgt LLC 12120.18%0.25%0.31%Q4 2020Q3 202312
Catamount Wealth Management 12120.01%0.57%2.12%Q2 2016Q1 201912
Granger Management LLC 12120.18%3.55%13.87%Q4 2020Q3 202312
Global Financial Private Capital, Inc 12120.00%0.13%0.53%Q3 2017Q2 202012
Cordasco Financial Network 930.02%0.07%0.13%Q4 2018Q2 202212
MMA ASSET MANAGEMENT LLC 12120.34%0.54%0.72%Q4 2020Q3 202312
Turim 21 Investimentos Ltda. 1020.01%0.30%1.43%Q3 2020Q3 202312
Sage Mountain Advisors LLC 12120.01%0.04%0.07%Q4 2020Q3 202312
ARISTEIA CAPITAL, L.L.C. 510.03%0.55%5.16%Q1 2019Q4 202012
NewEdge Wealth, LLC 12120.11%0.40%0.50%Q4 2020Q3 202312
Perella Weinberg Partners Capital Management LP 310.26%2.03%7.52%Q2 2014Q3 202312
Safeguard Investment Advisory Group, LLC 12120.14%0.35%0.50%Q4 2020Q3 202312
S. R. Schill & Associates 610.46%0.71%1.23%Q4 2014Q3 202312
WNY Asset Management, LLC 12120.22%0.35%0.51%Q4 2020Q3 202312
Alpha Cubed Investments, LLC 12120.08%0.21%0.46%Q4 2020Q3 202312
Invst, LLC 711.36%2.20%4.81%Q2 2017Q3 202312
LUCAS CAPITAL MANAGEMENT 12120.17%0.76%1.11%Q1 2017Q4 201912
Curran Financial Partners, LLC 12120.10%0.18%0.39%Q4 2020Q3 202312
Banque Cantonale Vaudoise 930.00%0.02%0.05%Q3 2020Q3 202312
Conservest Capital Advisors, Inc. 12121.25%2.26%5.14%Q1 2017Q4 201912
Arkos Global Advisors 930.04%0.12%0.24%Q4 2018Q3 202312
PHYSICIANS FINANCIAL SERVICES, INC. 750.01%0.08%0.17%Q4 2015Q3 202312
ING GROEP NV 510.00%0.04%0.11%Q1 2013Q2 201812
SOA Wealth Advisors, LLC. 12120.00%0.00%0.01%Q4 2020Q3 202312
AFAM CAPITAL, INC. 930.09%0.48%1.19%Q4 2014Q2 201812
Leucadia National 440.02%0.58%1.46%Q4 2022Q3 202312
CRA Financial Services, LLC 750.08%0.20%0.30%Q4 2018Q3 202312
Falcon Wealth Planning 12122.21%2.53%2.82%Q4 2020Q3 202312
Cornerstone Advisory, LLC 1110.03%0.09%0.12%Q2 2017Q4 202112
MATRIX PRIVATE CAPITAL GROUP LLC 12120.18%2.80%5.03%Q4 2020Q3 202312
QCM Cayman, Ltd. 210.05%0.79%4.41%Q2 2014Q2 202312
6 Meridian 12120.05%0.12%0.24%Q4 2017Q3 202012
MACKENZIE FINANCIAL CORP 610.00%0.04%0.13%Q1 2018Q2 202312
SAX WEALTH ADVISORS, LLC 12120.16%0.25%0.47%Q4 2020Q3 202312
GREENLEAF TRUST 12120.00%0.31%0.51%Q4 2015Q3 201812
Williams Jones Wealth Management, LLC. 720.00%0.01%0.01%Q3 2019Q3 202312
Advocacy Wealth Management Services, LLC 750.00%0.29%0.88%Q4 2018Q3 202212
WOLFF WIESE MAGANA LLC 12120.06%0.39%0.67%Q4 2020Q3 202312
Wela Strategies, Inc. 12120.25%1.82%2.23%Q3 2017Q2 202012
HWG Holdings LP 620.00%0.20%0.89%Q1 2019Q4 202312
Tradition Wealth Management, LLC 12120.01%0.04%0.07%Q4 2020Q3 202312
First Command Bank 12120.00%0.02%0.04%Q3 2020Q2 202312
Vontobel Holding Ltd. 12120.00%0.06%0.10%Q4 2020Q3 202312
Interchange Capital Partners, LLC 12120.28%0.67%1.23%Q4 2020Q3 202312
Birch Hill Investment Advisors LLC 12120.01%0.10%0.15%Q4 2020Q3 202312
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.03%0.04%Q3 2017Q3 202312
Municipal Employees' Retirement System of Michigan 12120.28%0.40%0.54%Q4 2020Q3 202312
BOURGEON CAPITAL MANAGEMENT LLC 750.00%0.00%0.01%Q3 2019Q3 202312
Avitas Wealth Management LLC 750.10%0.15%0.19%Q2 2018Q3 202312
VAN DEN BERG MANAGEMENT I, INC 12120.13%0.24%0.38%Q4 2020Q3 202312
Ellis Investment Partners, LLC 840.00%0.22%0.62%Q2 2019Q3 202312
Windward Private Wealth Management Inc. 12120.14%0.18%0.26%Q4 2020Q3 202312
EPG Wealth Management LLC 1020.03%0.79%1.41%Q4 2019Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.02%0.04%Q2 2013Q1 201612
Ameritas Investment Company, LLC 12120.02%0.12%0.45%Q4 2018Q3 202112
BEACON FINANCIAL GROUP 12120.27%0.36%0.44%Q4 2020Q3 202312
COMMUNITY TRUST & INVESTMENT CO 12120.04%0.05%0.07%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.02%0.04%Q4 2018Q3 202112
Willis Johnson & Associates, Inc. 12120.05%0.20%0.35%Q4 2020Q3 202312
Orbitronix, LP 710.23%2.97%10.38%Q2 2013Q2 201612
Birchcreek Wealth Management, LLC 12120.37%0.52%0.76%Q4 2020Q3 202312
Proquility Private Wealth Partners, LLC 12120.31%1.78%2.57%Q4 2020Q3 202312
Solitude Financial Services 12121.06%2.13%3.03%Q4 2020Q3 202312
9258 Wealth Management, LLC 12120.09%0.13%0.18%Q4 2020Q3 202312
Fulcrum Equity Management 1110.00%0.51%0.80%Q3 2019Q3 202312
Triangle Securities Wealth Management 1110.13%0.20%0.40%Q3 2015Q3 201812
COWA, LLC 12120.44%0.79%1.17%Q4 2020Q3 202312
PRIVATE ASSET MANAGEMENT INC 750.03%0.06%0.10%Q3 2020Q3 202312
LPWM LLC 1110.14%0.23%0.44%Q4 2019Q3 202312
Live Your Vision, LLC 1110.01%0.02%0.03%Q3 2015Q1 201912
Pictet North America Advisors SA 610.02%0.46%4.08%Q1 2017Q3 202312
Main Street Financial Solutions, LLC 12120.12%0.16%0.19%Q4 2020Q3 202312
Biltmore Family Office, LLC 930.01%0.01%0.03%Q2 2020Q3 202312
Mizuho Bank, Ltd. 511.55%2.68%4.36%Q4 2014Q1 202112
Diligent Investors, LLC 12120.12%0.21%0.30%Q4 2020Q3 202312
Journey Advisory Group, LLC 12120.09%0.18%0.35%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 11110.00%0.10%0.19%Q1 2021Q3 202312
Intercontinental Wealth Advisors, LLC 750.02%0.06%0.13%Q4 2018Q2 202312
Rezny Wealth Management, Inc. 1110.01%4.43%5.93%Q3 2015Q3 202312
Personal Capital Advisors Corp 12120.00%0.03%0.15%Q1 2020Q4 202212
Court Place Advisors, LLC 12120.15%0.25%0.35%Q4 2020Q3 202312
Lee Financial Group Hawaii, Inc. 12120.22%0.73%3.03%Q2 2020Q1 202312
CONNING INC. 12120.04%0.06%0.09%Q3 2020Q2 202312
Sculptor Capital LP 1110.16%0.96%1.50%Q3 2015Q3 202312
Spotlight Asset Group, Inc. 810.10%0.41%0.58%Q4 2019Q3 202312
RNC CAPITAL MANAGEMENT LLC 810.01%0.14%1.09%Q4 2014Q2 202312
FIRST HAWAIIAN BANK 810.00%0.03%0.07%Q2 2013Q3 202212
Gladstone Institutional Advisory LLC 1110.05%0.28%0.84%Q2 2020Q3 202312
IEQ CAPITAL, LLC 1110.01%0.03%0.07%Q1 2020Q3 202312
TrueWealth Advisors, LLC 12120.28%0.42%0.65%Q4 2020Q3 202312
Telemetry Investments, L.L.C. 610.08%1.06%3.05%Q4 2015Q3 202212
Galvin, Gaustad & Stein, LLC 12120.04%0.07%0.09%Q4 2020Q3 202312
FINANCIAL MANAGEMENT NETWORK INC 12120.13%0.20%0.29%Q4 2020Q3 202312
CUMBERLAND ADVISORS INC 510.98%2.16%3.79%Q2 2013Q3 202312
Wealth Advisors of Iowa, LLC 12121.16%2.67%6.44%Q4 2020Q3 202312
PFG Advisors 11110.03%0.22%0.72%Q1 2021Q3 202311
FORBES J M & CO LLP 11111.37%2.42%4.26%Q1 2021Q3 202311
Pinkerton Retirement Specialists, LLC 920.01%0.11%0.37%Q2 2016Q3 202311
JSF Financial, LLC 1010.08%0.22%0.37%Q4 2020Q3 202311
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 11110.02%0.03%0.06%Q1 2021Q3 202311
ADVISORS MANAGEMENT GROUP INC /ADV 11110.13%0.35%0.50%Q1 2021Q3 202311
HENGEHOLD CAPITAL MANAGEMENT LLC 11110.03%0.04%0.06%Q1 2021Q3 202311
Crumly & Associates Inc. 11112.09%3.53%4.60%Q1 2021Q3 202311
Banco BTG Pactual S.A. 610.16%1.91%5.63%Q4 2016Q3 202311
Ciovacco Capital Management LLC 11110.15%3.30%17.37%Q1 2021Q3 202311
Horrell Capital Management, Inc. 11110.05%0.10%0.13%Q1 2021Q3 202311
Keel Point, LLC 810.06%0.31%1.70%Q4 2016Q3 202311
Edge Capital Group, LLC 620.01%0.03%0.05%Q4 2018Q3 202311
Concord Wealth Partners 740.00%0.01%0.02%Q4 2020Q3 202311
Braver Wealth Management, LLC 1010.04%0.62%1.26%Q1 2014Q4 201611
Cornerstone Advisors, LLC 11110.28%0.94%1.82%Q1 2021Q3 202311
Aft, Forsyth & Sober, LLC 11110.86%2.01%3.10%Q1 2021Q3 202311
Stonebridge Financial Planning Group, LLC 530.00%0.54%1.73%Q4 2019Q3 202311
Loveless Wealth Management LLC 11110.24%0.42%0.80%Q4 2019Q2 202211
Advisors Preferred, LLC 510.01%1.77%14.04%Q4 2013Q3 202311
NOVARE CAPITAL MANAGEMENT LLC 710.03%0.84%1.66%Q3 2015Q3 202311
Bruderman Asset Management, LLC 710.00%0.01%0.01%Q2 2015Q1 201911
Pensionmark Financial Group, LLC 810.07%0.22%0.42%Q2 2020Q3 202311
Clear Creek Financial Management, LLC 910.05%0.22%0.39%Q2 2020Q2 202311
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 650.02%0.05%0.08%Q4 2018Q3 202111
Colonial River Wealth Management, LLC 831.22%2.55%3.38%Q4 2020Q3 202311
Omnia Family Wealth, LLC 1010.01%0.31%3.02%Q4 2016Q3 202311
Quadrant Private Wealth Management, LLC 420.16%0.20%0.26%Q2 2018Q3 202311
L2 Asset Management, LLC 740.45%1.18%2.99%Q1 2020Q4 202211
Marcum Wealth, LLC 11110.04%0.06%0.07%Q1 2021Q3 202311
Virtus Investment Advisers, Inc. 610.05%7.63%18.39%Q2 2013Q4 201611
GoalVest Advisory LLC 830.11%0.79%1.51%Q4 2020Q4 202311
Spire Wealth Management 11110.02%0.31%0.51%Q1 2021Q3 202311
WADE G W & INC 920.01%0.03%0.08%Q1 2015Q3 202311
Delos Wealth Advisors, LLC 10100.29%2.56%5.38%Q2 2021Q3 202311
DIMENSION CAPITAL MANAGEMENT LLC 11110.05%0.09%0.15%Q1 2021Q3 202311
Newfound Research LLC 410.67%1.93%4.66%Q2 2016Q1 202211
MA Private Wealth 11110.44%1.32%2.47%Q1 2021Q3 202311
Fermata Advisors, LLC 11110.24%0.63%1.75%Q1 2021Q3 202311
MRA Advisory Group 11112.09%3.76%5.36%Q1 2021Q3 202311
Cooper Financial Group 11110.12%0.51%1.53%Q1 2021Q3 202311
SP Asset Management 11110.34%1.11%1.77%Q1 2020Q3 202211
Beacon Financial Advisory LLC 11110.14%0.36%0.52%Q1 2021Q3 202311
HNP Capital LLC 11110.44%1.15%1.98%Q3 2020Q1 202311
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 310.01%0.11%0.54%Q2 2013Q4 202111
Strategic Investment Advisors / MI 610.07%0.16%0.28%Q4 2018Q3 202311
Risk Paradigm Group, LLC 11110.31%1.08%3.16%Q2 2016Q4 201811
NORTHWEST WEALTH MANAGEMENT, LLC 11110.12%0.15%0.18%Q1 2021Q3 202311
CT Financial Advisors LLC 1010.01%0.01%0.02%Q1 2014Q1 201711
PRUDENTIAL PLC 910.02%1.47%4.70%Q2 2019Q3 202311
Giralda Advisors, LLC 839.09%10.67%12.52%Q3 2013Q2 201611
McKinley Carter Wealth Services, Inc. 610.00%0.05%0.10%Q1 2018Q3 202311
ONE PLUS ONE WEALTH MANAGEMENT, LLC 11110.96%2.20%3.82%Q1 2021Q3 202311
PERSONAL CFO SOLUTIONS, LLC 11110.24%0.59%1.00%Q1 2021Q3 202311
TimeScale Financial, Inc. 1010.00%0.00%0.01%Q2 2019Q2 202311
PATRON PARTNERS, LLC 1010.19%0.28%0.35%Q4 2020Q3 202311
One River Asset Management, LLC 440.01%0.23%0.75%Q4 2022Q3 202311
Gryphon Financial Partners LLC 910.05%0.11%0.47%Q4 2018Q3 202311
Canton Hathaway, LLC 810.00%0.24%1.03%Q2 2019Q3 202311
Claro Advisors LLC 1010.10%0.41%0.66%Q4 2018Q3 202311
Alpha Omega Wealth Management LLC 11110.06%0.09%0.12%Q4 2016Q2 201911
VALLEY WEALTH MANAGERS, INC. 1010.02%0.03%0.09%Q4 2018Q3 202311
MATHER GROUP, LLC. 11110.01%0.01%0.02%Q1 2021Q3 202311
ACCESS FINANCIAL SERVICES, INC. 11110.70%0.97%1.34%Q4 2016Q2 201911
Source Financial Advisors LLC 11110.09%0.53%1.28%Q1 2021Q3 202311
VAN STRUM & TOWNE INC. 11111.07%1.60%2.05%Q1 2021Q3 202311
MTM Investment Management, LLC 11110.01%0.02%0.04%Q1 2021Q3 202311
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 11110.04%0.05%0.08%Q1 2021Q3 202311
Alpine Global Management, LLC 210.06%0.49%2.10%Q3 2014Q3 202311
Sierra Capital LLC 11110.10%0.15%0.19%Q1 2021Q3 202311
Riggs Asset Managment Co. Inc. 710.00%3.36%5.46%Q4 2018Q3 202311
Central Asset Investments & Management Holdings (HK) Ltd 610.21%1.60%3.72%Q3 2016Q3 202311
Texas Capital Bank Wealth Management Services Inc 11110.01%0.52%1.07%Q1 2021Q3 202311
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
CADINHA & CO LLC 11110.17%0.53%1.61%Q1 2021Q3 202311
Bard Financial Services, Inc. 11110.02%0.03%0.05%Q4 2020Q2 202311
Cedar Brook Financial Partners, LLC 11110.06%0.09%0.10%Q1 2021Q3 202311
Narus Financial Partners, LLC 740.69%0.86%1.14%Q4 2016Q3 202311
Lumature Wealth Partners, LLC 11110.21%0.29%0.37%Q4 2020Q2 202311
Fusion Family Wealth LLC 11110.02%0.05%0.11%Q1 2017Q3 201911
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 11110.02%0.07%0.33%Q4 2015Q2 201811
Ranch Capital Advisors Inc. 830.01%0.13%0.57%Q4 2019Q3 202311
RUSSELL FRANK CO/ 11110.00%0.01%0.02%Q3 2013Q1 201611
TOMPKINS FINANCIAL CORP 810.00%0.02%0.02%Q1 2016Q4 202311
Ten Capital Wealth Advisors, LLC 11110.01%0.27%0.85%Q3 2020Q1 202311
Clarity Financial LLC 920.05%0.96%1.75%Q4 2020Q3 202311
Core Wealth Advisors, Inc. 920.00%0.00%0.00%Q4 2019Q3 202311
AlphaCore Capital LLC 1010.00%0.06%0.29%Q4 2019Q3 202311
VSR Financial Services, Inc. 920.06%0.10%0.20%Q2 2013Q2 201611
FNY Investment Advisers, LLC 410.00%0.07%0.29%Q4 2018Q3 202311
WEST CHESTER CAPITAL ADVISORS, INC 740.20%0.41%0.72%Q2 2013Q3 201811
&PARTNERS 11110.17%0.25%0.32%Q1 2021Q3 202311
Cadence Wealth Management LLC 11115.72%10.49%22.83%Q1 2021Q3 202311
MCDONALD PARTNERS LLC 740.00%0.18%0.33%Q4 2020Q3 202311
Milestone Advisory Partners 1011.72%2.36%3.36%Q2 2020Q3 202311
Pinnacle Summer Investments, Inc. 11110.00%0.43%1.26%Q2 2013Q4 201511
HOURGLASS CAPITAL, LLC 910.11%0.23%0.56%Q4 2015Q4 202011
Capital Advisors Wealth Management, LLC 11110.87%1.32%1.86%Q1 2021Q3 202311
NICOLET ADVISORY SERVICES, LLC 1010.02%0.03%0.05%Q1 2020Q3 202311
COBIZ WEALTH, LLC 810.00%0.20%0.45%Q2 2013Q4 201811
Rice Partnership, LLC 810.01%0.02%0.03%Q2 2019Q3 202311
AT Bancorp 10100.06%0.09%0.11%Q2 2013Q3 201510
Northwest Capital Management Inc 10100.60%1.55%3.60%Q2 2021Q3 202310
Lenox Wealth Management, Inc. 640.00%0.02%0.06%Q2 2017Q2 202010
PATHSTONE FAMILY OFFICE, LLC 610.01%0.05%0.19%Q2 2013Q3 202310
KMG FIDUCIARY PARTNERS, LLC 10100.04%0.07%0.10%Q2 2021Q3 202310
Ford Financial Group, LLC 410.00%0.23%0.48%Q4 2017Q4 202210
IMC-Chicago, LLC 310.00%0.01%0.04%Q1 2019Q1 202210
BALDWIN BROTHERS LLC/MA 810.00%0.08%0.18%Q4 2017Q4 202310
B & T Capital Management DBA Alpha Capital Management 910.07%1.75%3.59%Q4 2017Q3 202310
New Potomac Partners, LLC 910.02%0.16%0.40%Q4 2017Q2 202010
COWEN AND COMPANY, LLC 510.00%0.56%3.52%Q2 2021Q3 202310
Charter Oak Capital Management, LLC 730.01%0.02%0.04%Q4 2020Q3 202310
MERIDIAN INVESTMENT COUNSEL INC. 10100.11%0.22%0.31%Q2 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.01%0.12%0.19%Q4 2020Q3 202310
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
PineBridge Investments, L.P. 10100.00%0.02%0.11%Q3 2019Q4 202110
Mayfair Advisory Group, LLC 10100.66%1.02%1.33%Q2 2021Q3 202310
Beaumont Asset Management, L.L.C. 10100.20%1.13%1.96%Q2 2021Q3 202310
Whitcomb & Hess, Inc. 10102.55%2.88%3.27%Q2 2021Q3 202310
New England Investment & Retirement Group, Inc. 510.12%3.11%5.97%Q2 2015Q3 202110
One Charles Private Wealth Services, LLC 640.13%0.36%1.17%Q1 2021Q3 202310
BANK OF STOCKTON 10100.06%0.26%0.42%Q2 2021Q3 202310
Aull & Monroe Investment Management Corp 10100.12%0.18%0.26%Q2 2021Q3 202310
TRUEWEALTH LLC 10100.01%0.02%0.05%Q1 2018Q2 202010
XPONANCE, INC. 610.07%1.27%3.29%Q4 2013Q3 201710
Strategic Wealth Partners, Ltd. 640.02%0.05%0.09%Q4 2017Q1 202310
Bridgecreek Investment Management, LLC 10100.07%0.19%0.31%Q2 2021Q3 202310
Onyx Bridge Wealth Group LLC 910.10%1.52%3.05%Q1 2021Q3 202310
THOMPSON DAVIS & CO., INC. 550.05%0.76%1.76%Q3 2016Q1 202310
Lake Point Wealth Management 520.00%0.03%0.17%Q4 2018Q2 202210
Csenge Advisory Group 820.03%0.08%0.17%Q1 2021Q3 202310
Advisor Resource Council 10100.68%1.47%2.66%Q2 2021Q3 202310
Clearview Wealth Advisors LLC 10100.18%0.58%1.16%Q1 2021Q2 202310
FLC Capital Advisors 910.09%0.39%0.84%Q3 2019Q2 202310
Modera Wealth Management, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.19%0.31%0.45%Q1 2021Q3 202310
BBR PARTNERS, LLC 910.02%0.12%0.23%Q2 2020Q3 202310
SUMMIT FINANCIAL GROUP, INC. 10100.17%0.47%0.73%Q2 2021Q3 202310
BNC WEALTH MANAGEMENT, LLC 10100.16%0.31%0.60%Q2 2021Q3 202310
Beacon Pointe Advisors, LLC 710.01%0.27%0.48%Q4 2020Q3 202310
Secure Asset Management, LLC 810.11%0.49%1.01%Q4 2019Q3 202310
Symphony Financial, Ltd. Co. 820.05%0.16%0.27%Q1 2021Q3 202310
PSI Advisors, LLC 910.01%0.07%0.14%Q4 2019Q3 202310
Bowling Portfolio Management LLC 420.05%0.31%0.76%Q4 2014Q1 202210
NatWest Group plc 10100.01%0.07%0.22%Q2 2013Q3 201510
FORTEM FINANCIAL GROUP, LLC 810.02%0.50%2.48%Q2 2020Q4 202210
Resonant Capital Advisors, LLC 10100.89%1.31%1.62%Q2 2021Q3 202310
Linscomb & Williams, Inc. 310.01%0.03%0.07%Q1 2014Q4 202210
Skylands Capital, LLC 710.03%0.26%0.59%Q4 2018Q3 202310
Insight Wealth Strategies, LLC 730.04%0.06%0.09%Q1 2021Q3 202310
BW Gestao de Investimentos Ltda. 810.12%4.57%22.07%Q3 2018Q2 202310
GLG Partners LP 990.02%0.26%0.65%Q3 2014Q3 201610
Sound View Wealth Advisors Group, LLC 10100.05%0.08%0.12%Q2 2021Q3 202310
GUGGENHEIM CAPITAL LLC 310.00%0.02%0.05%Q2 2013Q4 201610
Lenox Wealth Advisors, LLC 510.00%0.00%0.01%Q1 2016Q1 202210
Laird Norton Wetherby Wealth Management, LLC 710.02%0.07%0.32%Q3 2019Q3 202310
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 10100.14%1.46%3.45%Q2 2021Q3 202310
TBH Global Asset Management, LLC 910.07%0.73%1.58%Q4 2019Q3 202310
INVESTMENT MANAGEMENT OF VIRGINIA LLC 10100.58%0.81%1.10%Q4 2020Q1 202310
Cardinal Strategic Wealth Guidance 10100.02%0.62%1.19%Q2 2021Q3 202310
Wall Capital Group, Inc. 640.04%3.97%6.07%Q1 2017Q3 202310
LAZARD ASSET MANAGEMENT LLC 510.00%0.01%0.02%Q1 2014Q3 202210
Madrona Financial Services, LLC 730.74%2.88%4.70%Q2 2019Q3 202310
CLIENT 1ST ADVISORY GROUP, LLC 10100.59%1.32%1.85%Q2 2021Q3 202310
STRATEGY ASSET MANAGERS LLC 10100.05%0.21%0.36%Q2 2021Q3 202310
Financial & Tax Architects, LLC 910.27%0.42%0.62%Q1 2021Q3 202310
Moloney Securities Asset Management, LLC 820.04%0.11%0.19%Q2 2018Q3 202310
Oxinas Partners Wealth Management LLC 820.13%0.81%1.87%Q1 2021Q3 202310
Savior LLC 10100.00%0.02%0.04%Q4 2019Q1 202210
Chicago Wealth Management, Inc. 730.77%6.03%9.27%Q2 2020Q3 202310
Graves Light Lenhart Wealth, Inc. 730.01%0.02%0.03%Q4 2020Q3 202310
D. SCOTT NEAL, INC. 820.01%0.25%1.95%Q1 2016Q3 202310
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10100.48%3.41%5.92%Q4 2017Q1 202010
EASTERN BANK 640.02%0.71%1.35%Q1 2015Q4 201810
MONETA GROUP INVESTMENT ADVISORS LLC 710.00%0.01%0.02%Q3 2015Q3 202310
SteelPeak Wealth, LLC 770.00%0.10%0.22%Q1 2022Q3 202310
Peachtree Investment Advisors, Inc. 10100.02%0.29%0.51%Q3 2014Q4 201610
JANICZEK WEALTH MANAGEMENT, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
NEW GENERATION ADVISORS, LLC 10104.61%5.97%8.87%Q2 2012Q3 201410
CARLSON CAPITAL L P 820.16%0.40%0.69%Q1 2017Q4 201910
HighTower Trust Company, N.A. 10100.20%0.26%0.31%Q4 2020Q1 202310
Covenant Multifamily Offices, LLC 510.02%0.12%0.27%Q4 2013Q3 202110
HAMEL ASSOCIATES, INC. 10100.12%0.91%1.67%Q3 2017Q4 201910
SlateStone Wealth, LLC 430.06%0.11%0.24%Q4 2018Q3 202310
Accel Wealth Management 10100.00%0.01%0.04%Q4 2020Q1 202310
Tidal Investments LLC 710.02%0.10%0.34%Q2 2020Q3 202310
Royal Harbor Partners, LLC 520.25%0.51%1.26%Q4 2019Q2 202310
Apexium Financial, LP 10100.11%0.13%0.14%Q2 2021Q3 202310
BECK CAPITAL MANAGEMENT, LLC 520.79%1.15%1.57%Q4 2013Q3 202310
Wealthstar Advisors, LLC 10100.06%0.27%0.42%Q2 2021Q3 202310
Bienville Capital Management, LLC 720.21%1.72%7.72%Q1 2021Q3 202310
HORIZON FINANCIAL SERVICES, LLC 10100.05%0.18%0.28%Q2 2021Q3 202310
LifePro Asset Management 10100.10%0.81%4.19%Q2 2021Q3 202310
Activest Wealth Management 910.03%0.10%0.24%Q1 2021Q3 202310
Syntal Capital Partners, LLC 620.10%0.51%0.96%Q4 2017Q2 202210
WEXFORD CAPITAL LP 610.12%0.33%0.64%Q4 2019Q3 202310
PhaseCapital LP 610.10%2.60%9.94%Q1 2015Q3 201810
Bank of New Hampshire 10100.34%0.49%0.62%Q2 2021Q3 202310
Rokos Capital Management LLP 640.90%2.90%7.99%Q4 2020Q3 202310
SIG North Trading, ULC 550.14%1.31%4.81%Q3 2022Q3 202310
Latitude Advisors, LLC 10100.10%0.20%0.27%Q2 2021Q3 202310
Pallas Capital Advisors LLC 10100.05%0.07%0.10%Q2 2021Q3 202310
Fortress Wealth Group, LLC 10100.26%0.59%2.64%Q2 2021Q3 202310
Armbruster Capital Management, Inc. 10100.00%0.00%0.00%Q4 2015Q1 201810
Teamwork Financial Advisors, LLC 10100.06%0.14%0.19%Q2 2021Q3 202310
WELCH CAPITAL PARTNERS LLC/NY 640.81%1.88%3.46%Q2 2017Q4 202010
PARK AVENUE SECURITIES LLC 10100.01%0.03%0.05%Q2 2021Q3 202310
Almanack Investment Partners, LLC. 510.04%1.27%2.28%Q2 2018Q3 202310
Maven Securities LTD 310.02%0.29%2.13%Q3 2017Q3 202310
Vantage Financial Partners Ltd., Inc. 640.21%1.19%2.71%Q4 2016Q2 202310
Genesee Capital Advisors, LLC 911.57%3.09%4.73%Q1 2021Q3 202310
Russell Investments Group, Ltd. 710.00%0.04%0.08%Q4 2016Q3 202310
Hudson Value Partners, LLC 10100.21%0.32%0.42%Q2 2021Q3 202310
Lebenthal Global Advisors, LLC 910.02%1.11%3.65%Q4 2020Q3 202310
Perennial Investment Advisors, LLC 10100.45%1.47%3.07%Q2 2021Q3 202310
High Note Wealth, LLC 10100.52%1.30%1.94%Q2 2021Q3 202310
Prestige Wealth Management Group LLC 640.00%0.01%0.02%Q4 2018Q3 202310
WMS Partners, LLC 610.03%0.06%0.10%Q3 2015Q3 202310
Royal Fund Management, LLC 420.00%0.21%1.46%Q4 2016Q3 202310
KING LUTHER CAPITAL MANAGEMENT CORP 720.00%0.00%0.02%Q2 2013Q1 20169
FULTON BREAKEFIELD BROENNIMAN LLC 990.29%0.33%0.40%Q2 2013Q2 20159
NBW CAPITAL LLC 990.11%0.17%0.23%Q3 2021Q3 20239
Summit Financial, LLC 990.05%0.16%0.24%Q3 2021Q3 20239
PRW Wealth Management LLC 990.10%1.72%4.25%Q3 2021Q3 20239
Kozak & Associates, Inc. 990.00%0.01%0.01%Q3 2021Q3 20239
UNITED SERVICES AUTOMOBILE ASSOCIATION 880.00%0.01%0.09%Q4 2014Q3 20169
Bernardo Wealth Planning LLC 990.12%0.27%0.42%Q4 2018Q4 20209
Point72 Europe (London) LLP 710.08%3.43%13.16%Q4 2020Q3 20239
HYA Advisors, Inc 710.11%0.59%1.52%Q4 2019Q2 20229
SONATA CAPITAL GROUP INC 990.11%0.15%0.20%Q3 2021Q3 20239
Cerebellum GP, LLC 810.17%0.27%0.30%Q1 2018Q3 20209
Alexandria Capital, LLC 540.00%0.01%0.02%Q1 2015Q3 20179
CHIRON CAPITAL MANAGEMENT, LLC 720.16%1.05%2.84%Q3 2020Q2 20239
Geneva Advisors, LLC 630.00%0.01%0.02%Q2 2013Q2 20179
BRAUN STACEY ASSOCIATES INC 990.01%0.01%0.02%Q2 2013Q2 20159
StrategIQ Financial Group, LLC 720.07%0.20%0.56%Q1 2017Q4 20199
XML Financial, LLC 630.03%0.04%0.05%Q1 2021Q2 20239
EVERETT HARRIS & CO /CA/ 990.01%0.01%0.01%Q3 2021Q3 20239
RGT Wealth Advisors, LLC 710.01%1.17%2.94%Q1 2017Q4 20219
Beaumont Capital Management, LLC 613.93%6.82%13.00%Q1 2021Q3 20239
Karp Capital Management Corp 310.01%0.77%1.67%Q4 2014Q2 20219
Bedel Financial Consulting, Inc. 810.00%0.01%0.01%Q2 2018Q1 20229
NINE MASTS CAPITAL Ltd 110.00%0.11%0.36%Q4 2014Q1 20229
Tamar Securities, LLC 810.59%1.08%1.66%Q1 2021Q3 20239
Ergoteles LLC 420.02%0.55%1.24%Q4 2020Q2 20239
Professional Financial Advisors, LLC 990.00%0.02%0.04%Q3 2020Q3 20229
COHEN & STEERS, INC. 810.00%0.01%0.02%Q2 2013Q2 20229
VisionPoint Advisory Group, LLC 510.00%0.19%1.08%Q4 2018Q3 20239
Integrated Wealth Management 990.07%0.09%0.10%Q1 2015Q1 20179
Capital Market Strategies LLC 990.40%0.93%1.68%Q4 2021Q4 20239
CGN Advisors LLC 810.03%0.05%0.08%Q3 2021Q4 20239
Rye Brook Capital LLC 630.80%1.90%6.22%Q4 2020Q3 20239
Leonard Rickey Investment Advisors P.L.L.C. 880.00%0.09%0.12%Q4 2021Q3 20239
Platform Technology Partners 810.10%0.26%0.40%Q2 2021Q3 20239
Bridgeworth, LLC 310.02%0.07%0.12%Q4 2016Q3 20239
Timber Hill LLC 720.00%0.37%2.06%Q3 2015Q1 20189
Legacy Bridge, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
Capital Advisory Group Advisory Services, LLC 310.00%0.11%0.40%Q1 2018Q2 20229
Covestor Ltd 880.00%0.07%0.12%Q4 2021Q3 20239
Seelaus Asset Management LLC 710.13%0.29%0.56%Q2 2020Q3 20239
JT Stratford LLC 990.35%0.55%0.72%Q3 2021Q3 20239
AXS Investments LLC 610.07%0.28%0.39%Q1 2021Q3 20239
Belvedere Trading LLC 410.00%0.01%0.02%Q3 2021Q1 20239
Heritage Trust Co 610.00%0.02%0.04%Q1 2017Q3 20239
Ruggie Capital Group 410.01%0.02%0.04%Q4 2014Q4 20189
Wealth Quarterback LLC 310.00%0.12%0.24%Q1 1987Q3 20239
Cadent Capital Advisors, LLC 720.36%3.50%5.63%Q1 2021Q3 20239
Insight Advisors, LLC/ PA 990.11%0.16%0.23%Q3 2021Q3 20239
Foundations Investment Advisors, LLC 990.01%0.18%0.32%Q3 2021Q3 20239
Magnetar Financial LLC 410.04%1.70%4.14%Q2 2013Q3 20169
FORVIS Wealth Advisors, LLC 720.01%0.02%0.03%Q4 2020Q3 20239
Spruce Investment Advisors LLC 720.12%0.34%0.81%Q3 2014Q1 20179
Brendel Financial Advisors LLC 990.59%1.16%2.16%Q3 2021Q3 20239
Psagot Value Holdings Ltd. / (Israel) 990.00%0.01%0.05%Q3 2021Q3 20239
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 880.00%0.01%0.04%Q4 2021Q3 20239
Keebeck Wealth Management, LLC 310.02%0.07%0.13%Q4 2019Q3 20239
Golden State Wealth Management, LLC 410.01%0.06%0.11%Q1 2019Q4 20219
Seneca House Advisors 990.53%1.78%2.11%Q4 2017Q4 20199
Financial Advisory Group 990.10%2.41%4.06%Q2 2013Q2 20159
Appaloosa LP 610.19%1.91%3.07%Q4 2017Q1 20229
Castleview Partners, LLC 810.02%0.74%1.53%Q2 2021Q3 20239
Vestcor Inc 810.15%0.34%0.42%Q1 2021Q3 20239
Comprehensive Financial Consultants Institutional, Inc. 880.12%0.29%0.42%Q4 2021Q3 20239
Camarda Financial Advisors, LLC 210.01%2.43%6.53%Q1 2016Q3 20239
IBEX WEALTH ADVISORS 810.00%0.41%0.81%Q2 2019Q4 20229
High Net Worth Advisory Group LLC 990.22%0.34%0.42%Q4 2021Q4 20239
Stanford Investment Group, Inc. 990.12%0.33%0.47%Q4 2014Q4 20169
Shay Capital LLC 220.03%0.18%0.47%Q1 2021Q2 20239
HANCOCK WHITNEY CORP 210.01%0.09%0.26%Q4 2014Q4 20199
Centerpoint Advisors, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
AllSquare Wealth Management LLC 310.00%0.01%0.07%Q4 2014Q3 20239
IMA Wealth, Inc. 810.00%0.00%0.01%Q2 2018Q3 20239
CIBC WORLD MARKETS CORP 210.00%0.51%2.68%Q1 2015Q3 20239
Castle Rock Wealth Management, LLC 810.12%0.65%1.53%Q1 2018Q3 20239
Hanson & Doremus Investment Management 990.02%0.04%0.07%Q4 2016Q4 20189
Marquette Asset Management, LLC 990.05%0.17%0.30%Q2 2020Q2 20229
Sage Advisory Services, Ltd.Co. 710.06%1.22%2.16%Q4 2014Q3 20219
Private Capital Group, LLC 810.00%0.02%0.05%Q4 2017Q1 20209
Johnson Midwest Financial, LLC 990.01%0.05%0.26%Q4 2020Q4 20229
CORRADO ADVISORS, LLC 810.01%0.15%0.23%Q1 2016Q4 20229
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 710.00%0.05%0.09%Q3 2020Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.11%0.24%0.33%Q4 2019Q3 20239
Total Clarity Wealth Management, Inc. 990.00%0.18%0.33%Q3 2021Q3 20239
LOOMIS SAYLES & CO L P 310.00%0.00%0.02%Q3 2016Q2 20239
Wellington Shields & Co., LLC 630.01%0.08%0.14%Q3 2016Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.02%0.15%0.36%Q2 2013Q2 20159
Barrett Asset Management, LLC 540.00%0.00%0.00%Q2 2013Q4 20159
COZAD ASSET MANAGEMENT INC 720.06%0.09%0.13%Q2 2018Q3 20239
PATTON ALBERTSON MILLER GROUP, LLC 540.04%0.10%0.16%Q2 2013Q3 20239
Stevard, LLC 540.31%2.04%3.55%Q2 2021Q3 20239
Danda Trouve Investment Management, Inc. 810.12%1.04%2.28%Q4 2019Q1 20229
U.S. Capital Wealth Advisors, LLC 990.30%0.68%0.89%Q3 2021Q3 20239
CSat Investment Advisory, L.P. 990.01%0.06%0.10%Q2 2018Q2 20209
BASSETT HARGROVE INVESTMENT COUNSEL, LLC 540.50%0.64%0.70%Q2 2021Q3 20239
WINTON GROUP Ltd 990.04%0.99%3.22%Q3 2020Q3 20229
CEDAR CAPITAL, LLC 510.10%0.49%0.91%Q4 2017Q3 20219
Morningstar Investment Management LLC 991.73%3.17%4.17%Q1 2020Q1 20229
Roberts Wealth Advisors, LLC 990.12%0.16%0.20%Q3 2021Q3 20239
Innova Wealth Partners 713.59%3.90%4.57%Q4 2020Q3 20239
Essex LLC 990.26%0.39%0.46%Q3 2021Q3 20239
TEXAS CAPITAL BANCSHARES INC/TX 990.29%0.65%1.17%Q1 2021Q1 20239
ROVIN CAPITAL /UT/ /ADV 990.16%0.26%0.40%Q3 2021Q3 20239
Stolper Co 990.32%0.54%0.82%Q3 2021Q3 20239
Allegis Investment Advisors, LLC 990.09%0.16%0.27%Q4 2015Q4 20179
Herold Advisors, Inc. 990.70%1.05%1.41%Q3 2021Q3 20239
Aries Wealth Management 630.16%0.22%0.28%Q2 2019Q4 20219
Van Hulzen Asset Management, LLC 720.02%0.04%0.09%Q1 2016Q3 20239
Continuum Advisory, LLC 990.01%0.21%0.54%Q3 2021Q3 20239
Merit Financial Group, LLC 720.02%0.12%0.26%Q2 2018Q3 20239
Argentus Capital Management, LLC 520.02%0.33%1.38%Q2 2013Q3 20169
LexAurum Advisors, LLC 630.07%0.11%0.15%Q1 2021Q3 20239
TUCKER ASSET MANAGEMENT LLC 990.00%0.20%1.46%Q3 2021Q3 20239
ZACKS INVESTMENT MANAGEMENT 310.00%0.01%0.01%Q4 2014Q3 20239
Vickerman Investment Advisors, Inc. 991.47%2.48%3.12%Q3 2021Q3 20239
Agate Pass Investment Management, LLC 990.20%0.41%0.52%Q4 2021Q4 20239
FLAGSTAR ADVISORS INC 990.01%0.32%0.54%Q3 2021Q3 20239
Moreno Evelyn V 420.05%0.18%0.52%Q1 2020Q3 20239
BRIGHTON JONES LLC 710.01%0.02%0.03%Q3 2017Q3 20238
Future Financial Wealth Managment LLC 880.31%0.98%1.52%Q4 2021Q3 20238
Advisor OS, LLC 880.04%0.44%0.83%Q2 2021Q1 20238
American Financial Advisors, LLC 530.04%0.07%0.25%Q4 2018Q3 20238
PBMares Wealth Management LLC 880.09%0.12%0.17%Q4 2021Q3 20238
WJ Wealth Management, LLC 710.60%3.29%7.48%Q2 2021Q3 20238
LAKE STREET PRIVATE WEALTH, LLC 880.24%0.36%0.45%Q4 2021Q3 20238
RE Dickinson Investment Advisors, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Olympiad Research LP 710.31%1.34%3.17%Q2 2020Q3 20228
Americana Partners, LLC 710.01%0.05%0.10%Q4 2019Q3 20238
HOEY INVESTMENTS, INC 610.00%0.01%0.02%Q1 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.02%0.08%0.48%Q4 2021Q3 20238
INVESTMENT ADVISORY SERVICES INC /TX /ADV 880.16%0.85%1.67%Q4 2021Q3 20238
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 410.02%0.14%0.32%Q4 2014Q2 20228
WULFF, HANSEN & CO. 880.28%0.51%0.64%Q4 2021Q3 20238
SCOGGIN MANAGEMENT LP 210.34%1.39%3.65%Q2 2013Q1 20238
PRIVATE CAPITAL MANAGEMENT INC 880.01%0.02%0.04%Q4 2015Q3 20178
HABERER REGISTERED INVESTMENT ADVISOR INC 880.14%0.41%0.74%Q2 2013Q1 20158
HIGH POINT BANK & TRUST CO 880.00%0.22%0.92%Q2 2013Q1 20158
BOSTON PRIVATE BANK & TRUST CO 880.01%0.02%0.05%Q2 2013Q1 20158
JANUS HENDERSON GROUP PLC 710.00%0.00%0.00%Q2 2020Q2 20228
ROCKEFELLER FINANCIAL SERVICES INC 710.00%0.00%0.00%Q2 2013Q4 20158
Avalon Global Asset Management LLC 312.76%5.54%6.74%Q1 2021Q1 20228
JMG Financial Group, Ltd. 440.02%0.02%0.02%Q2 2021Q3 20238
NORWOOD FINANCIAL CORP 880.18%0.24%0.27%Q4 2021Q3 20238
SCOPUS ASSET MANAGEMENT, L.P. 310.02%0.24%1.03%Q4 2014Q3 20238
Amundi 880.00%0.00%0.00%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.01%0.01%0.02%Q2 2013Q1 20158
Foothills Asset Management, Ltd. 880.32%1.39%2.02%Q2 2018Q1 20208
GIRARD SECURITIES, INC. 880.20%0.30%0.46%Q4 2015Q3 20178
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.00%Q3 2021Q2 20238
AUGUSTINE ASSET MANAGEMENT INC 880.12%0.18%0.23%Q4 2020Q3 20228
Quantitative Advantage, LLC 621.46%2.77%3.67%Q2 2018Q1 20238
Weiss Multi-Strategy Advisers LLC 610.03%0.14%0.36%Q2 2017Q4 20228
COMERICA SECURITIES INC 510.03%0.20%0.75%Q4 2014Q3 20188
ROMAN BUTLER FULLERTON & CO 510.10%0.35%1.42%Q2 2021Q3 20238
NEVILLE RODIE & SHAW INC 880.04%0.06%0.09%Q1 2022Q4 20238
Chanos & Co LP 710.20%0.41%1.18%Q2 2018Q2 20208
OLD MISSION CAPITAL LLC 210.00%0.09%0.37%Q3 2017Q3 20238
PFS INVESTMENTS INC. 440.09%0.20%0.36%Q4 2017Q4 20228
FLOW TRADERS U.S. LLC 210.00%0.15%0.49%Q4 2016Q4 20218
PFS Partners, LLC 880.01%0.03%0.04%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.04%0.07%0.10%Q4 2021Q3 20238
Bank of Kentucky, Inc. 880.19%1.20%1.69%Q2 2013Q1 20158
WFA Asset Management Corp 880.03%0.04%0.06%Q4 2021Q3 20238
Accuvest Global Advisors 510.14%1.58%3.23%Q4 2014Q1 20238
Jacobus Wealth Management, Inc. 610.03%0.16%0.21%Q2 2013Q4 20168
COASTLAND CAPITAL LLC 410.47%1.37%1.93%Q1 2014Q3 20168
SILVERLAKE WEALTH MANAGEMENT LLC 880.21%0.32%0.60%Q4 2021Q3 20238
10-15 ASSOCIATES, INC. 880.10%0.32%0.51%Q1 2017Q4 20188
SFMG, LLC 710.04%0.61%4.58%Q2 2014Q3 20238
Schechter Investment Advisors, LLC 880.07%0.11%0.34%Q4 2021Q3 20238
ASB Consultores, LLC 881.57%5.07%6.65%Q4 2021Q3 20238
ARGI Investment Services, LLC 710.01%0.05%0.25%Q4 2020Q4 20228
Nuveen Asset Management, LLC 710.00%0.01%0.02%Q3 2013Q2 20208
Astoria Portfolio Advisors LLC. 880.10%0.21%0.72%Q4 2021Q3 20238
FOX RUN MANAGEMENT, L.L.C. 440.09%0.76%1.52%Q1 2021Q3 20238
SUTTON PLACE INVESTORS LLC 882.20%3.20%3.70%Q4 2021Q3 20238
Objective Capital Management, LLC 880.23%0.51%0.68%Q4 2021Q3 20238
Redhawk Wealth Advisors, Inc. 710.24%1.64%2.75%Q2 2021Q3 20238
Integrity Financial Corp /WA 880.09%0.29%0.45%Q4 2021Q3 20238
Mason & Associates Inc 880.13%0.23%0.32%Q4 2021Q3 20238
Key Client Fiduciary Advisors, LLC 880.18%0.31%1.03%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.00%0.02%0.04%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.03%0.04%0.06%Q4 2021Q3 20238
Cladis Investment Advisory, LLC 880.74%0.84%0.95%Q4 2021Q3 20238
Byrne Asset Management LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Forbes Financial Planning, Inc. 881.47%2.36%2.80%Q4 2021Q3 20238
ADAMSBROWN WEALTH CONSULTANTS LLC 880.12%0.19%0.32%Q4 2021Q3 20238
Marion Wealth Management 880.42%0.50%0.67%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.12%0.22%0.35%Q4 2021Q3 20238
Litman Gregory Wealth Management LLC 320.00%0.03%0.06%Q1 2018Q3 20238
Benchmark Investment Advisors LLC 880.42%0.75%1.20%Q4 2021Q3 20238
Smith Anglin Financial, LLC 880.06%0.11%0.14%Q4 2021Q3 20238
AMF Tjanstepension AB 880.50%0.75%1.00%Q4 2014Q3 20168
City State Bank 880.00%0.00%0.00%Q4 2021Q3 20238
Shamrock Asset Management LLC 880.00%0.43%3.28%Q4 2017Q3 20198
REDMONT WEALTH ADVISORS LLC 880.82%1.24%1.83%Q4 2021Q3 20238
Joseph Group Capital Management 880.08%3.06%6.22%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.01%0.02%0.03%Q4 2021Q3 20238
Ameliora Wealth Management Ltd. 880.29%1.11%2.22%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.12%0.20%0.49%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Oxbow Advisors, LLC 880.05%0.12%0.21%Q2 2021Q1 20238
Zullo Investment Group, Inc. 880.51%1.14%1.49%Q4 2021Q3 20238
Operose Advisors LLC 880.06%0.07%0.08%Q4 2021Q3 20238
HERBST GROUP, LLC 881.52%2.73%3.41%Q4 2021Q3 20238
Blue Door Asset Management, LLC 881.10%2.34%3.46%Q4 2021Q3 20238
CINQUE PARTNERS LLC 880.83%2.80%3.34%Q2 2013Q1 20158
Beaird Harris Wealth Management, LLC 880.00%0.01%0.03%Q4 2021Q3 20238
Sweet Financial Partners, LLC 880.78%0.90%0.99%Q4 2021Q3 20238
Starfox Financial Services, LLC 881.44%1.95%2.49%Q4 2021Q3 20238
Allie Family Office LLC 880.30%0.52%1.11%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 883.39%4.44%5.42%Q4 2021Q3 20238
AHL INVESTMENT MANAGEMENT, INC. 880.26%0.28%0.30%Q4 2021Q3 20238
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 880.35%0.91%3.19%Q4 2021Q3 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.19%0.94%2.81%Q4 2021Q3 20238
Western Pacific Wealth Management, LP 880.05%0.09%0.11%Q4 2021Q3 20238
WEALTH EFFECTS LLC 880.13%0.23%0.40%Q4 2021Q3 20238
Midwest Heritage Bank, FSB 880.21%0.32%0.40%Q4 2021Q3 20238
Black Maple Capital Management LP 420.16%2.19%6.81%Q4 2020Q3 20238
Viewpoint Capital Management LLC 880.15%0.21%0.28%Q4 2021Q3 20238
MYDA Advisors LLC 210.39%1.20%3.31%Q1 2018Q2 20238
EUDAIMONIA ADVISORS LLC 881.42%2.35%3.00%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 881.58%2.07%2.46%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 880.10%0.20%0.41%Q4 2021Q3 20238
Field & Main Bank 710.00%0.03%0.04%Q4 2013Q2 20228
Wilson & Boucher Capital Management, LLC 880.39%0.82%1.05%Q4 2021Q3 20238
Long Run Wealth Advisors, LLC 880.75%1.24%1.75%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.01%0.02%0.03%Q4 2021Q3 20238
PEDDOCK CAPITAL ADVISORS, LLC 880.07%0.15%0.32%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.12%0.51%1.09%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 510.14%1.82%4.92%Q4 2019Q3 20238
Sullivan, Bruyette, Speros & Blaney, LLC 710.01%0.02%0.03%Q3 2018Q1 20218
CAHILL FINANCIAL ADVISORS INC 710.01%0.27%0.67%Q3 2021Q3 20238
Atlantic Private Wealth, LLC 883.42%4.45%5.04%Q4 2021Q3 20238
Independent Wealth Network Inc. 880.15%0.56%1.36%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.03%0.04%0.06%Q4 2021Q3 20238
Fort Sheridan Advisors LLC 880.08%0.11%0.14%Q4 2021Q3 20238
Treynor Bancshares, Inc. 880.21%0.64%1.06%Q4 2021Q3 20238
Graticule Asia Macro Advisors LLC 310.07%0.57%2.34%Q4 2015Q1 20228
C2C Wealth Management, LLC 880.06%0.11%0.15%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
ONTARIO TEACHERS PENSION PLAN BOARD 410.13%0.85%1.53%Q2 2014Q1 20218
PINNBROOK CAPITAL MANAGEMENT LP 510.26%3.56%7.00%Q1 2022Q3 20238
Betterment LLC 880.00%0.00%0.00%Q4 2021Q3 20238
MBA Advisors LLC 880.15%0.18%0.22%Q1 2021Q4 20228
3D/L Capital Management, LLC 440.12%0.20%0.40%Q1 2021Q3 20238
Kowal Investment Group, LLC 710.02%0.09%0.11%Q3 2021Q3 20238
Private Vista, LLC 880.05%0.06%0.07%Q1 2018Q4 20198
Fiduciary Group LLC 710.08%0.91%1.30%Q2 2015Q3 20238
PGIM Custom Harvest LLC 440.36%0.68%1.04%Q4 2020Q3 20238
MBL Wealth, LLC 710.12%0.27%0.47%Q1 2021Q3 20238
CARY STREET PARTNERS ASSET MANAGEMENT LLC 880.11%0.15%0.20%Q4 2021Q3 20238
Sandbox Financial Partners, LLC 710.16%0.52%0.80%Q2 2021Q3 20238
Orbis Allan Gray Ltd 880.02%0.05%0.06%Q4 2021Q3 20238
Allegheny Financial Group LTD 710.09%0.10%0.11%Q2 2021Q3 20238
Addison Advisors LLC 880.02%0.07%0.08%Q4 2021Q3 20238
Integrated Investment Consultants, LLC 510.01%0.04%0.12%Q1 2016Q3 20218
PEAK FINANCIAL ADVISORS LLC 510.24%1.63%5.67%Q1 2021Q3 20238
Flagship Private Wealth, LLC 410.20%0.31%0.61%Q4 2020Q3 20238
Octavia Wealth Advisors, LLC 880.06%0.07%0.10%Q4 2021Q3 20238
American Financial Network Advisory Services LLC 880.19%0.73%1.35%Q3 2017Q2 20198
Alterity Financial Group, LLC 610.60%1.56%1.99%Q1 2021Q3 20238
Ironwood Wealth Management, LLC. 880.00%0.00%0.00%Q1 2020Q4 20218
Hunting Hill Global Capital, LLC 210.01%0.37%1.68%Q1 2021Q2 20238
Audent Global Asset Management, LLC 880.93%1.37%2.48%Q4 2021Q3 20238
Southern Farm Bureau Life Insurance 880.50%0.71%0.87%Q1 2021Q4 20228
Rise Advisors, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Signature Wealth Management Partners, LLC 710.48%0.81%1.13%Q4 2020Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.28%0.75%Q4 2021Q3 20238
Ninepoint Partners LP 880.02%0.04%0.06%Q1 2018Q4 20198
Horst & Graben Wealth Management LLC 880.06%0.73%1.28%Q1 2021Q4 20228
Legacy Advisors, LLC 620.04%0.13%0.21%Q1 2018Q2 20228
Prudent Man Advisors, LLC 880.11%0.12%0.13%Q4 2021Q3 20238
Scarborough Advisors, LLC 881.00%1.89%2.62%Q4 2021Q3 20238
Trilogy Capital Inc. 410.00%0.36%1.46%Q1 2018Q3 20238
Spectrum Planning & Advisory Services Inc. 880.22%1.02%1.61%Q1 2021Q4 20228
Virtue Capital Management, LLC 410.01%0.07%0.15%Q1 2018Q3 20238
Banco de Sabadell, S.A 880.02%0.03%0.05%Q4 2017Q3 20198
Nan Shan Life Insurance Co., Ltd. 620.07%0.16%0.34%Q3 2016Q4 20228
Lucia Wealth Services, LLC 880.02%0.02%0.04%Q1 2018Q4 20198
American Institute for Advanced Investment Management, LLP 880.22%0.44%0.58%Q4 2021Q3 20238
Elmwood Wealth Management, Inc. 710.00%0.00%0.01%Q1 2018Q1 20208
USAdvisors Wealth Management, LLC 710.42%0.97%1.49%Q4 2019Q3 20238
Winthrop Advisory Group LLC 620.17%0.79%1.11%Q4 2017Q3 20238
GENDELL JEFFREY L 880.05%0.18%0.54%Q4 2014Q3 20168
Principle Wealth Partners LLC 710.03%0.28%0.64%Q2 2020Q3 20238
AJ WEALTH STRATEGIES, LLC 880.03%0.22%1.49%Q3 2021Q2 20238
Capital Wealth Alliance, LLC 710.00%1.34%1.96%Q4 2019Q3 20238
Menard Financial Group LLC 880.42%0.93%1.61%Q2 2021Q1 20238
B&D White Capital Company, LLC 620.21%1.71%3.03%Q1 2021Q2 20238
Game Plan Financial Advisors, LLC 620.34%1.23%1.64%Q4 2019Q1 20228
Asset Advisors Investment Management, LLC 880.02%0.10%0.40%Q3 2018Q2 20208
Kavar Capital Partners, LLC 310.00%0.01%0.04%Q4 2013Q2 20198
WealthOne, LLC 510.10%0.51%1.19%Q4 2018Q2 20218
Lindbrook Capital, LLC 880.00%0.08%0.13%Q4 2021Q3 20238
Blue Sky Asset Management, LLC 770.46%2.96%6.79%Q1 2017Q3 20187
CLIFFORD SWAN INVESTMENT COUNSEL LLC 410.01%0.04%0.19%Q3 2015Q3 20237
Q3 Asset Management 311.58%3.65%4.98%Q2 2018Q3 20237
Tyler-Stone Wealth Management 520.33%0.55%0.70%Q4 2021Q3 20237
Waratah Capital Advisors Ltd. 410.19%1.93%6.13%Q3 2021Q3 20237
Meiji Yasuda Life Insurance Co 610.05%0.16%0.33%Q3 2016Q3 20237
Parisi Gray Wealth Management 610.00%0.02%0.04%Q4 2017Q2 20217
SECURITY NATIONAL TRUST CO 770.01%0.05%0.11%Q4 2019Q2 20217
Norway Savings Bank 770.00%0.01%0.02%Q4 2016Q2 20187
Ascent Group, LLC 610.02%0.05%0.07%Q4 2021Q3 20237
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 310.26%2.06%4.32%Q2 2016Q3 20207
PRINCETON CAPITAL MANAGEMENT LLC 770.01%0.01%0.03%Q1 2018Q3 20197
683 Capital Management, LLC 410.43%1.20%3.47%Q4 2014Q1 20187
EVERMAY WEALTH MANAGEMENT LLC 770.01%0.04%0.05%Q1 2022Q3 20237
SMITH HAYES Advisers, Inc 770.08%0.13%0.23%Q3 2014Q1 20167
Relyea Zuckerberg Hanson LLC 770.05%0.07%0.08%Q1 2022Q3 20237
LEUTHOLD GROUP, LLC 610.04%0.06%0.07%Q4 2021Q3 20237
JGP Global Gestao de Recursos Ltda. 520.13%5.75%11.64%Q4 2019Q3 20227
GARRISON POINT ADVISORS, LLC 770.18%0.21%0.24%Q1 2022Q3 20237
SOUTH GEORGIA CAPITAL, LLC 430.04%0.15%0.26%Q4 2013Q3 20157
IronBridge Private Wealth, LLC 410.07%1.92%5.41%Q4 2020Q3 20237
Badgley Phelps Wealth Managers, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 610.08%0.24%0.31%Q3 2018Q4 20227
HORIZON BANCORP INC /IN/ 410.07%0.08%0.10%Q4 2019Q3 20237
Selective Wealth Management, Inc. 610.00%0.05%0.15%Q3 2021Q2 20237
DELTEC ASSET MANAGEMENT LLC 520.04%0.09%0.26%Q1 2021Q1 20237
Purus Wealth Management, LLC 770.47%0.76%1.27%Q1 2022Q3 20237
Legacy Capital Wealth Partners, LLC 770.17%2.02%2.97%Q1 2022Q3 20237
Strengthening Families & Communities, LLC 520.01%0.03%0.06%Q4 2021Q3 20237
KILEY JUERGENS WEALTH MANAGEMENT, LLC 770.52%0.80%1.11%Q4 2017Q2 20197
Beacon Capital Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
TruWealth Advisors, LLC 770.15%0.52%0.75%Q1 2022Q3 20237
West Wealth Group, LLC 770.10%1.14%2.57%Q4 2021Q2 20237
LEE DANNER & BASS INC 610.04%0.08%0.14%Q4 2020Q3 20237
ACT WEALTH MANAGEMENT, LLC 772.84%3.40%4.24%Q1 2022Q3 20237
EWG Elevate Inc. 770.10%0.57%3.23%Q4 2021Q2 20237
Atria Wealth Solutions, Inc. 770.20%0.29%0.39%Q1 2022Q3 20237
One Wealth Advisors, LLC 610.12%0.64%0.96%Q1 2021Q4 20227
Apollo Management Holdings, L.P. 310.07%0.36%1.36%Q1 2017Q3 20227
PrairieView Partners, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Redwood Financial Network Corp 770.44%0.69%0.90%Q1 2022Q3 20237
Intrua Financial, LLC 770.16%1.27%1.89%Q3 2021Q1 20237
TPH Asset Management, LLC 410.00%1.14%2.56%Q4 2014Q3 20177
L.M. KOHN & COMPANY 770.25%0.33%0.45%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.02%0.04%0.05%Q1 2022Q3 20237
Squar Milner Financial Services LLC 520.00%0.01%0.01%Q2 2018Q1 20207
COLTON GROOME FINANCIAL ADVISORS, LLC 770.47%0.76%0.96%Q1 2022Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.02%0.06%0.11%Q1 2022Q3 20237
Blueshift Asset Management, LLC 770.03%0.12%0.27%Q1 2021Q3 20227
Venture Visionary Partners LLC 770.07%0.11%0.18%Q1 2022Q3 20237
DB Wealth Management Group, LLC 770.38%0.51%0.68%Q1 2022Q3 20237
SUMITOMO MITSUI FINANCIAL GROUP, INC. 310.00%0.40%1.01%Q3 2017Q2 20237
TRIANGLE PEAK PARTNERS, LP 771.07%1.30%1.64%Q4 2013Q2 20157
RETIREMENT GUYS FORMULA LLC 770.12%0.20%0.25%Q1 2022Q3 20237
Private Wealth Strategies, L.L.C. 770.07%0.09%0.11%Q1 2022Q3 20237
Vahanian & Associates Financial Planning Inc. 610.34%4.71%9.00%Q4 2021Q3 20237
Cobble Hill Financial Services, INC 770.30%0.35%0.41%Q1 2013Q3 20147
Coastwise Capital Group, LLC 770.25%0.39%0.58%Q1 2022Q3 20237
CITY NATIONAL BANK 770.00%0.05%0.18%Q4 2013Q2 20157
ArchPoint Investors 320.00%0.14%0.35%Q4 2015Q1 20217
ICA Group Wealth Management, LLC 770.10%0.12%0.14%Q1 2022Q3 20237
Axiom Investment Management LLC 310.01%0.08%0.22%Q1 2019Q3 20227
Connecticut Wealth Management, LLC 430.02%0.10%0.32%Q2 2019Q3 20237
Smart Portfolios, LLC 310.24%3.34%7.55%Q4 2014Q4 20207
Sutton Wealth Advisors Inc. 410.00%0.07%0.13%Q1 2018Q3 20237
Sequent Asset Management, LLC 310.12%0.28%0.54%Q4 2017Q2 20217
Monument Capital Management 770.11%0.39%0.51%Q1 2022Q3 20237
Corient Private Wealth LLC 440.00%0.07%0.14%Q4 2022Q3 20237
RETIREMENT INCOME SOLUTIONS, INC 770.31%0.41%0.55%Q1 2022Q3 20237
Point72 Middle East FZE 440.00%0.01%0.03%Q4 2022Q3 20237
Tibra Equities Europe Ltd 610.40%1.18%3.63%Q4 2017Q3 20197
Bensler, LLC 770.08%1.35%3.31%Q1 2022Q3 20237
BSW Wealth Partners 610.12%5.59%7.04%Q2 2013Q1 20207
Briaud Financial Planning, Inc 770.08%5.52%15.20%Q4 2019Q2 20217
F-Squared Investment Management, LLC 520.10%0.28%0.50%Q2 2013Q2 20157
HHG & Company, LLC 770.18%0.28%0.32%Q2 2013Q4 20147
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 770.41%0.46%0.51%Q1 2022Q3 20237
Verity Asset Management, Inc. 610.27%1.38%2.91%Q1 2014Q1 20217
Sovereign Financial Group, Inc. 770.10%0.15%0.22%Q1 2022Q3 20237
Loudon Investment Management, LLC 770.14%1.84%4.05%Q4 2019Q2 20217
Wealth Advisory Solutions, LLC 610.44%0.56%0.84%Q3 2021Q2 20237
Rampart Investment Management Company, LLC 410.03%4.35%8.00%Q1 2016Q2 20207
Stack Financial Management, Inc 110.02%0.05%0.10%Q4 2014Q4 20217
TradeLink Capital LLC 313.34%14.44%54.40%Q1 2015Q4 20187
WASHBURN CAPITAL MANAGEMENT, INC. 770.66%2.03%2.91%Q1 2022Q3 20237
Placemark Investments, Inc. 770.01%0.03%0.08%Q2 2013Q4 20147
KWMG, LLC 430.00%0.08%0.18%Q4 2014Q1 20197
BOK Financial Private Wealth, Inc. 770.01%0.06%0.11%Q1 2022Q3 20237
Brown Miller Wealth Management, LLC 770.25%0.39%0.59%Q1 2022Q3 20237
SAXON INTERESTS, INC. 770.80%2.16%3.25%Q4 2021Q2 20237
Anson Capital, Inc. 610.37%0.48%0.57%Q4 2021Q3 20237
Private Capital Management, LLC 770.03%0.08%0.20%Q1 2022Q3 20237
Edge Advisors, LLC 770.03%0.12%0.39%Q4 2016Q2 20187
Lee Capital Holdings LLC 770.86%2.22%6.60%Q2 2018Q4 20197
Peterson Wealth Services 772.01%3.90%4.62%Q4 2021Q2 20237
Vista Private Wealth Partners. LLC 310.16%0.93%1.72%Q3 2017Q2 20237
Sloy Dahl & Holst, LLC 770.04%0.08%0.13%Q1 2022Q3 20237
JMAC ENTERPRISES LLC 770.14%0.64%0.89%Q1 2022Q3 20237
BALLAST ADVISORS LLC 770.01%0.01%0.01%Q1 2022Q3 20237
BRADLEY FOSTER & SARGENT INC/CT 770.02%0.02%0.04%Q1 2022Q3 20237
Jump Financial, LLC 310.01%0.06%0.12%Q3 2020Q3 20237
Tuttle Capital Management, LLC 510.54%1.54%3.23%Q3 2016Q2 20237
ATHERTON LANE ADVISERS, LLC 770.04%0.05%0.06%Q2 2014Q4 20157
Physician Wealth Advisors, Inc. 770.12%0.59%0.95%Q1 2021Q3 20227
CORBETT ROAD CAPITAL MANAGEMENT, LLC 210.02%0.38%0.54%Q4 2019Q2 20227
VIRGINIA RETIREMENT SYSTEMS ET AL 770.01%0.09%0.26%Q2 2016Q4 20177
COUNTRY CLUB BANK /GFN 770.10%0.11%0.12%Q1 2022Q3 20237
Clark Capital Management Group, Inc. 510.07%0.35%1.25%Q3 2013Q4 20167
ICON ADVISERS INC/CO 510.21%0.29%0.45%Q4 2015Q3 20237
Azimuth Capital Management LLC 410.01%0.07%0.35%Q4 2018Q3 20217
Altium Wealth Management LLC 610.03%0.05%0.06%Q2 2019Q2 20227
Laraway Financial Advisors Inc 770.25%0.29%0.33%Q1 2022Q3 20237
SIMMONS FIRST TRUST CO NA 520.16%0.35%1.15%Q3 2013Q4 20157
Monterey Private Wealth, Inc. 770.11%0.12%0.14%Q1 2022Q3 20237
High Falls Advisors, Inc 310.02%0.12%0.26%Q4 2015Q4 20217
Stegent Equity Advisors, Inc. 521.08%1.91%2.86%Q4 2021Q3 20237
AFFINITY WEALTH MANAGEMENT LLC 774.40%5.30%6.51%Q1 2022Q3 20237
JOURNEY STRATEGIC WEALTH LLC 610.01%0.04%0.10%Q4 2021Q3 20237
Atom Investors LP 210.08%1.06%3.37%Q4 2020Q3 20237
NEIRG Wealth Management, LLC 772.06%2.63%3.11%Q4 2021Q2 20237
QUEST INVESTMENT MANAGEMENT LLC 770.28%0.49%0.67%Q1 2022Q3 20237
BOULDER HILL CAPITAL MANAGEMENT LP 776.77%10.66%23.30%Q1 2022Q3 20237
FIRST FOUNDATION ADVISORS 770.01%0.02%0.02%Q1 2022Q3 20237
Pinion Investment Advisors, LLC 770.20%0.25%0.37%Q4 2020Q2 20227
Benedetti & Gucer, Inc. 770.21%0.58%1.58%Q1 2022Q3 20237
Constitution Capital LLC 770.14%0.20%0.26%Q1 2022Q3 20237
NEW YORK STATE COMMON RETIREMENT FUND 510.00%0.01%0.04%Q3 2013Q3 20227
LFA - Lugano Financial Advisors SA 430.00%0.26%0.72%Q2 2018Q2 20227
GSA CAPITAL PARTNERS LLP 510.00%0.16%0.27%Q1 2019Q3 20237
Cullen Capital Management, LLC 210.00%0.33%1.19%Q2 2019Q2 20237
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.04%0.05%Q4 2021Q2 20237
SOLARIS ASSET MANAGEMENT LLC 770.01%0.50%0.65%Q2 2016Q4 20177
Round Table Services, LLC 770.05%0.06%0.07%Q1 2021Q3 20227
NIXON PEABODY TRUST CO 610.14%0.28%0.46%Q2 2018Q2 20217
Kiwi Wealth Investments Limited Partnership 210.03%1.75%6.05%Q1 2014Q4 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.37%0.63%0.90%Q2 2013Q4 20147
Raub Brock Capital Management LP 770.10%0.12%0.15%Q1 2022Q3 20237
Column Capital Advisors, LLC 610.00%0.03%0.04%Q2 2020Q3 20237
SMITHBRIDGE ASSET MANAGEMENT INC/DE 610.23%0.40%0.74%Q2 2021Q3 20237
Valtinson Bruner Financial Planning LLC 770.11%0.13%0.15%Q1 2022Q3 20237
US FINANCIAL ADVISORS, LLC 770.06%4.25%5.56%Q4 2014Q2 20167
ALETHEA CAPITAL MANAGEMENT, LLC 770.51%1.22%3.49%Q4 2014Q2 20167
Rockbridge Investment Management, LCC 770.01%0.02%0.03%Q2 2020Q4 20217
MISSION WEALTH MANAGEMENT, LP 770.01%0.04%0.07%Q1 2022Q3 20237
Ascent Wealth Partners, LLC 770.72%0.83%0.94%Q1 2022Q3 20237
Glovista Investments LLC 410.10%0.61%1.48%Q3 2013Q3 20217
HB Wealth Management, LLC 770.00%0.02%0.04%Q1 2022Q3 20237
IRONWOOD WEALTH MANAGEMENT, INC. 772.17%2.50%2.88%Q1 2022Q3 20237
Ulland Investment Advisors, LLC 770.81%1.04%1.40%Q1 2022Q3 20237
REDW Wealth LLC 770.12%0.22%0.32%Q1 2022Q3 20237
STATE OF MICHIGAN RETIREMENT SYSTEM 410.01%0.09%0.25%Q2 2016Q3 20237
Lloyd Advisory Services, LLC. 770.00%0.01%0.02%Q3 2020Q1 20227
Wealth Alliance Advisory Group, LLC 520.12%0.24%0.35%Q4 2021Q3 20237
SPRENG CAPITAL MANAGEMENT, INC. 770.19%0.32%0.56%Q1 2022Q3 20237
JUMP TRADING, LLC 440.11%0.49%2.50%Q2 2019Q1 20207
Gruss Capital Management LP 410.47%1.20%2.14%Q4 2014Q1 20187
TIAA Kaspick, LLC 772.27%3.19%3.86%Q4 2018Q2 20207
Ashfield Capital Partners, LLC 610.04%0.08%0.12%Q1 2016Q1 20207
Cypress Wealth Services, LLC 420.09%0.12%0.16%Q1 2020Q4 20226
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) 660.01%0.03%0.04%Q2 2015Q3 20166
D'Orazio & Associates, Inc. 330.00%0.01%0.03%Q3 2019Q3 20216
Sharkey, Howes & Javer 420.01%0.03%0.05%Q2 2016Q3 20236
Lavaca Capital LLC 420.09%0.21%0.47%Q1 2020Q3 20236
Intrepid Financial Planning Group LLC 662.03%2.24%2.60%Q2 2022Q3 20236
Orion Capital Management LLC 510.05%0.10%0.13%Q1 2022Q3 20236
ETF Portfolio Partners, Inc. 661.97%2.18%2.44%Q2 2015Q3 20166
Nishkama Capital, LLC 330.22%1.07%3.24%Q4 2018Q2 20206
Curi Wealth Management, LLC 310.00%0.02%0.03%Q4 2020Q1 20236
Armor Investment Advisors, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Blue Trust, Inc. 660.01%0.04%0.10%Q2 2022Q3 20236
Bayesian Capital Management, LP 210.04%0.25%0.54%Q1 2020Q2 20236
Optiver Holding B.V. 310.00%0.01%0.03%Q4 2021Q3 20236
Corsicana & Co. 660.01%0.02%0.06%Q2 2021Q3 20226
Level Financial Advisors 660.01%0.02%0.03%Q2 2022Q3 20236
Palo Capital, Inc. 510.68%1.48%1.86%Q1 2016Q4 20186
Accurate Wealth Management, LLC 510.16%1.76%6.52%Q2 2021Q3 20236
Householder Group Estate & Retirement Specialist, LLC 410.10%0.21%0.30%Q4 2021Q3 20236
Cubist Systematic Strategies, LLC 210.00%0.04%0.11%Q4 2014Q4 20226
Anfield Capital Management, LLC 510.87%4.06%6.02%Q1 2022Q3 20236
REUTER JAMES WEALTH MANAGEMENT, LLC 511.63%2.15%3.01%Q4 2021Q3 20236
VICTORY CAPITAL MANAGEMENT INC 410.00%0.00%0.00%Q4 2014Q2 20226
Tarbox Family Office, Inc. 310.02%0.02%0.02%Q1 2017Q2 20216
THEORY FINANCIAL LLC 422.07%2.23%2.48%Q1 2022Q3 20236
Symmetry Partners, LLC 410.25%0.80%1.21%Q3 2018Q2 20236
Gyon Technologies Capital Management, LP 660.25%0.44%0.95%Q3 2020Q4 20216
HERITAGE WEALTH MANAGEMENT, LLC 420.03%0.05%0.08%Q2 2021Q4 20226
Castellan Group 330.80%3.26%6.02%Q1 2021Q3 20236
BlackDiamond Wealth Management, LLC 510.29%0.83%1.67%Q4 2021Q3 20236
Wedmont Private Capital 660.05%0.06%0.08%Q2 2022Q3 20236
American Trust 660.02%0.03%0.04%Q2 2022Q3 20236
Cornerstone Management, Inc. 660.01%0.02%0.02%Q4 2021Q1 20236
MKT Advisors LLC 660.17%0.22%0.29%Q4 2021Q1 20236
KMS FINANCIAL SERVICES, INC 660.14%0.22%0.40%Q2 2013Q3 20146
360 Financial, Inc. 660.14%2.48%3.79%Q2 2022Q3 20236
LMR Partners LLP 310.07%0.20%0.42%Q2 2021Q3 20236
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 660.36%0.89%1.62%Q2 2022Q3 20236
Camelot Portfolios, LLC 660.12%0.16%0.19%Q3 2018Q4 20196
King Wealth Management Group 660.92%1.07%1.21%Q2 2022Q3 20236
DENVER WEALTH MANAGEMENT, INC. 660.68%0.79%1.02%Q2 2022Q3 20236
Newman Dignan & Sheerar, Inc. 660.04%0.09%0.11%Q2 2022Q3 20236
Zimmer Partners, LP 310.17%0.84%1.42%Q2 2013Q1 20176
Johnson Financial Group, LLC 660.05%0.06%0.07%Q4 2020Q1 20226
PIERSHALE FINANCIAL GROUP, INC. 310.00%1.26%7.55%Q4 2015Q2 20236
Gunma Bank,Ltd. 510.65%2.23%4.18%Q4 2021Q3 20236
MONECO Advisors, LLC 660.13%0.21%0.26%Q2 2022Q3 20236
KWB Wealth 660.05%0.07%0.12%Q2 2022Q3 20236
MMBG INVESTMENT ADVISORS CO. 660.12%0.37%0.54%Q2 2022Q3 20236
WFA of San Diego, LLC 210.06%0.14%0.39%Q2 2020Q3 20236
Aviance Capital Partners, LLC 410.08%0.23%0.35%Q2 2014Q4 20216
Alerus Investment Advisors Corp 660.01%0.21%0.34%Q4 2014Q1 20166
Bullseye Investment Management, LLC 660.53%3.95%9.02%Q4 2021Q1 20236
Summit Rock Advisors, LP 5126.81%53.25%67.39%Q1 2022Q3 20236
Beaton Management Co. Inc. 660.21%0.24%0.26%Q2 2017Q3 20186
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 310.01%0.05%0.13%Q4 2014Q2 20216
Copperleaf Capital, LLC 660.64%0.93%1.32%Q1 2021Q2 20226
Icon Wealth Partners, LLC 310.01%0.03%0.06%Q4 2017Q3 20236
AlphaCentric Advisors LLC 510.04%0.07%0.19%Q4 2020Q3 20226
Susquehanna International Group Ltd. 210.07%1.54%4.20%Q4 2018Q1 20236
Atlas Private Wealth Management, LLC 660.03%0.05%0.09%Q4 2019Q1 20216
Northstar Advisory Group, LLC 310.80%1.70%2.58%Q3 2021Q3 20236
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.04%0.07%0.10%Q2 2015Q3 20166
Edmond de Rothschild (Europe) 660.47%0.91%1.40%Q2 2015Q3 20166
Successful Portfolios LLC 660.18%0.28%0.34%Q2 2022Q3 20236
Aevitas Wealth Management, Inc. 660.02%0.03%0.03%Q4 2017Q1 20196
Cinctive Capital Management LP 220.30%0.75%1.08%Q4 2020Q3 20236
Atlas Private Wealth Advisors 660.01%0.02%0.02%Q2 2020Q3 20216
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 661.00%1.52%1.94%Q4 2021Q1 20236
Sterling Investment Counsel, LLC 660.16%0.28%0.46%Q2 2022Q3 20236
Eisler Capital (US) LLC 330.07%1.91%8.04%Q1 2023Q3 20236
Gradient Capital Advisors, LLC 660.10%0.11%0.13%Q2 2022Q3 20236
Euclid Advisors LLC 512.61%4.06%6.68%Q2 2013Q1 20156
XY Capital Ltd 330.11%1.45%2.99%Q4 2022Q2 20236
Clean Yield Group 660.01%0.01%0.01%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
MainStreet Investment Advisors LLC 330.03%0.04%0.05%Q2 2018Q4 20196
Grant/GrossMendelsohn, LLC 220.13%0.17%0.19%Q3 2021Q3 20236
Vollero Beach Capital Partners LLC 310.19%2.20%6.73%Q3 2013Q2 20166
BREWIN DOLPHIN LTD 510.00%0.00%0.01%Q3 2017Q2 20226
Stephens Consulting, LLC 420.01%0.02%0.04%Q1 2022Q3 20236
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 411.24%2.65%3.26%Q3 2015Q3 20216
Meridian Wealth Partners, LLC 660.03%0.04%0.07%Q4 2019Q1 20216
Jackson Financial Management 661.33%2.29%2.94%Q4 2017Q1 20196
PointState Capital LP 110.02%1.38%8.00%Q3 2016Q3 20226
Charles Schwab Investment Advisory, Inc. 660.17%0.41%0.65%Q2 2017Q3 20186
Requisite Capital Management, LLC 510.02%0.58%1.44%Q1 2019Q1 20226
National Wealth Management Group, LLC 660.50%0.57%0.66%Q2 2022Q3 20236
Revolve Wealth Partners, LLC 420.05%0.06%0.08%Q1 2022Q3 20236
Southland Equity Partners LLC 660.10%0.15%0.20%Q2 2022Q3 20236
Triumph Capital Management 420.43%0.84%1.27%Q2 2021Q2 20236
Savant Capital, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Hutchin Hill Capital, LP 310.02%0.37%0.92%Q2 2016Q4 20176
DRW Securities, LLC 210.01%0.09%0.29%Q2 2013Q3 20236
EMG Holdings, L.P. 310.12%0.83%2.55%Q3 2021Q1 20236
WEALTH ADVISORS, INC. 660.23%0.41%0.55%Q2 2022Q3 20236
Vigilare Wealth Management 310.22%0.49%0.97%Q2 2021Q4 20236
Citizens National Bank Trust Department 510.00%0.00%0.00%Q4 2021Q3 20236
K2 PRINCIPAL FUND, L.P. 310.07%0.47%1.81%Q1 2017Q2 20216
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 660.00%0.01%0.02%Q1 2014Q2 20156
ROTHSCHILD INVESTMENT LLC /IL 660.06%0.07%0.09%Q2 2022Q3 20236
SWS Partners 510.83%0.99%1.13%Q4 2020Q3 20236
Paulson Wealth Management Inc. 660.18%0.51%0.71%Q4 2017Q1 20196
Titus Wealth Management 510.18%0.23%0.27%Q1 2020Q2 20226
FNY Managed Accounts LLC 210.00%0.73%4.39%Q4 2014Q2 20176
Rodgers Brothers Inc. 660.11%0.12%0.13%Q2 2013Q3 20146
Baymount Management LP 215.30%19.23%69.06%Q4 2020Q3 20226
WHALEROCK POINT PARTNERS, LLC 310.07%0.10%0.12%Q1 2016Q2 20236
ClariVest Asset Management LLC 660.00%0.00%0.00%Q1 2020Q2 20216
Phocas Financial Corp. 510.00%0.05%0.09%Q4 2018Q1 20236
ARCADIA INVESTMENT MANAGEMENT CORP/MI 660.01%0.02%0.02%Q4 2018Q1 20206
Pacific Wealth Strategies Group, Inc. 660.16%0.18%0.22%Q3 2018Q4 20196
Bangor Savings Bank 660.00%0.01%0.01%Q2 2022Q3 20236
Quad-Cities Investment Group, LLC 660.00%0.01%0.02%Q2 2018Q3 20196
O'Dell Group, LLC 510.01%0.01%0.02%Q3 2021Q2 20236
RMB Capital Management, LLC 310.01%0.03%0.12%Q1 2015Q2 20226
CAPITAL MANAGEMENT ASSOCIATES /NY/ 660.22%0.53%0.72%Q2 2022Q3 20236
Aprio Wealth Management, LLC 660.06%1.66%3.21%Q1 2022Q2 20236
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
KLINGENSTEIN FIELDS & CO LP 410.01%0.03%0.04%Q3 2013Q4 20186
Great Diamond Partners, LLC 660.07%0.09%0.11%Q1 2022Q2 20236
First American Bank 510.05%0.08%0.18%Q4 2019Q4 20216
Pine River Capital Management L.P. 210.01%0.20%1.00%Q3 2014Q3 20166
LINDEN ADVISORS LP 420.06%1.08%1.71%Q1 2016Q1 20216
PRIVATE TRUST CO NA 660.11%0.14%0.16%Q2 2022Q3 20236
MAPLE SECURITIES USA INC 660.04%2.48%4.54%Q2 2013Q3 20146
Centric Wealth Management 310.09%0.69%1.38%Q3 2019Q3 20236
OXFORD FINANCIAL GROUP, LTD. LLC 420.00%0.01%0.02%Q3 2021Q2 20236
CCG WEALTH MANAGEMENT, LLC 510.18%0.25%0.41%Q4 2018Q3 20216
ASPIRIANT HOLDINGS S3, LLC 510.09%0.79%1.68%Q2 2013Q4 20156
DOCK STREET ASSET MANAGEMENT INC 510.12%0.16%0.22%Q4 2013Q4 20166
FLPUTNAM INVESTMENT MANAGEMENT CO 510.01%0.02%0.06%Q4 2018Q3 20236
ASHFORD CAPITAL MANAGEMENT INC 420.08%0.28%0.40%Q2 2018Q2 20236
HALL CAPITAL MANAGEMENT CO INC 660.57%1.31%1.83%Q2 2022Q3 20236
NORTHSTAR INVESTMENT ADVISORS LLC 420.05%0.11%0.23%Q4 2013Q4 20156
UNIVERSITY OF NOTRE DAME DU LAC 661.32%2.10%2.89%Q4 2014Q1 20166
JFB Holdings Corp 660.01%0.28%1.40%Q4 2014Q1 20166
BADGLEY PHELPS & BELL INC 310.01%0.06%0.16%Q4 2015Q2 20216
MAGNOLIA CAPITAL MANAGEMENT LTD 660.24%0.33%0.41%Q2 2022Q3 20236
STEWARD CAPITAL MANAGEMENT/ 660.31%0.47%0.65%Q2 2013Q3 20146
Mosaic Family Wealth, LLC 660.01%0.07%0.13%Q4 2017Q1 20196
TCG Advisory Services, LLC 330.06%0.07%0.10%Q1 2022Q3 20236
Peak Financial Management, Inc. 510.08%0.11%0.14%Q1 2022Q3 20236
Diversified, LLC 660.42%7.45%12.64%Q2 2022Q3 20236
Schneider Downs Wealth Management Advisors, LP 660.05%0.06%0.07%Q2 2022Q3 20236
Precision Wealth Strategies, LLC 660.27%0.48%0.58%Q1 2022Q2 20236
Yellowstone Partners, LLC 420.10%0.14%0.21%Q1 2015Q3 20166
BAKER TILLY WEALTH MANAGEMENT, LLC 660.07%0.12%0.18%Q1 2021Q2 20226
Riverpoint Wealth Management Holdings, LLC 420.24%0.35%0.54%Q4 2016Q3 20186
Stuart Chaussee & Associates, Inc. 420.01%1.42%6.70%Q1 2016Q1 20226
EQUITY INVESTMENT CORP 210.01%0.06%0.12%Q3 2017Q3 20206
FOCUS Wealth Advisors, LLC 661.75%1.91%2.14%Q2 2022Q3 20236
CFS Investment Advisory Services, LLC 660.13%0.33%0.57%Q3 2021Q4 20226
Intelligence Driven Advisers, LLC 320.04%0.18%0.72%Q4 2021Q1 20235
Epstein & White Financial LLC 550.07%0.08%0.09%Q2 2020Q2 20215
Resurgent Financial Advisors LLC 550.18%0.21%0.25%Q3 2022Q3 20235
Global Wealth Strategies & Associates 551.40%1.62%1.84%Q4 2022Q4 20235
Arrow Investment Advisors, LLC 554.17%5.74%6.70%Q1 2022Q1 20235
Parkside Investments, LLC 550.07%0.19%0.34%Q4 2018Q4 20195
VOLORIDGE INVESTMENT MANAGEMENT, LLC 210.01%0.22%0.56%Q1 2017Q1 20215
Forty4 Asset Management LLC 330.02%1.56%4.42%Q2 2013Q4 20135
JS Capital Management LLC 210.04%0.24%0.50%Q4 2018Q3 20205
PRICE T ROWE ASSOCIATES INC /MD/ 310.00%0.00%0.00%Q4 2019Q2 20215
MUNDER CAPITAL MANAGEMENT 550.00%0.00%0.00%Q3 2013Q3 20145
PDT Partners, LLC 210.02%0.17%0.36%Q4 2014Q4 20175
Capital Planning Advisors, LLC 310.01%1.03%3.79%Q4 2016Q2 20225
IAM Advisory, LLC 410.08%0.11%0.13%Q2 2022Q3 20235
WEALTHSPAN PARTNERS, LLC 550.30%0.35%0.42%Q3 2022Q3 20235
BRANDYWINE OAK PRIVATE WEALTH LLC 410.01%0.14%0.21%Q4 2018Q1 20205
Waverly Advisors, LLC 410.01%0.02%0.02%Q3 2013Q3 20235
BCS Wealth Management 410.08%0.11%0.17%Q1 2022Q3 20235
Covey Capital Advisors, LLC 551.22%2.03%2.56%Q3 2022Q3 20235
New Century Advisors, LLC 550.20%0.47%1.28%Q3 2015Q3 20165
Johns Hopkins University 551.08%3.13%9.60%Q1 2021Q1 20225
Keeley-Teton Advisors, LLC 550.08%0.12%0.14%Q1 2022Q1 20235
Missouri Trust & Investment Co 550.01%0.01%0.02%Q3 2022Q3 20235
Passport Capital, LLC 110.03%2.42%6.45%Q4 2013Q3 20155
ASSET PLANNING SERVICES INC /LA/ /ADV 550.16%0.58%0.77%Q4 2020Q4 20215
Eagle Strategies LLC 550.06%0.10%0.18%Q3 2022Q3 20235
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
NorthRock Partners, LLC 410.05%0.23%0.30%Q4 2015Q3 20235
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 550.02%0.03%0.04%Q3 2022Q3 20235
CUE ADVISORY SERVICES, INC. 550.19%0.47%0.62%Q4 2014Q4 20155
HERITAGE INVESTORS MANAGEMENT CORP 410.01%0.01%0.01%Q4 2016Q3 20235
WCG Wealth Advisors LLC 440.04%0.33%0.53%Q2 2022Q1 20235
Lantz Financial LLC 550.16%0.27%0.36%Q1 2019Q1 20205
WHITENER CAPITAL MANAGEMENT, INC. 410.00%0.00%0.00%Q1 2018Q2 20195
Bremer Bank National Association 550.60%0.88%0.99%Q1 2019Q1 20205
MAIRS & POWER INC 310.01%0.01%0.02%Q4 2015Q2 20205
Carlson Capital Management 550.04%0.05%0.06%Q1 2020Q1 20215
FFT WEALTH MANAGEMENT LLC 550.07%0.11%0.18%Q4 2015Q4 20165
Beck Bode, LLC 310.01%0.05%0.09%Q3 2020Q3 20225
Coco Enterprises, LLC 554.54%5.09%5.71%Q1 2022Q1 20235
TCWP LLC 550.12%0.48%0.85%Q4 2021Q4 20225
Altshuler Shaham Ltd 550.01%5.48%14.62%Q4 2017Q4 20185
MAS Advisors LLC 550.19%0.25%0.34%Q1 2022Q1 20235
OUTFITTER ADVISORS, LTD. 550.08%0.09%0.10%Q3 2013Q3 20145
Manhattan West Asset Management, LLC 410.12%0.19%0.30%Q2 2022Q3 20235
Ferguson Shapiro LLC 552.55%2.82%3.06%Q4 2020Q4 20215
STRATEGIC WEALTH MANAGEMENT INC 210.20%2.55%7.15%Q1 2015Q1 20195
Hefty Wealth Partners 210.00%1.30%2.05%Q4 2015Q1 20185
Harrison & Co Wealth Management, LLC 550.80%1.32%1.72%Q4 2021Q4 20225
ARK Investment Management 550.00%0.01%0.01%Q3 2021Q3 20225
CoreCap Advisors, LLC 550.20%0.39%0.45%Q4 2021Q4 20225
Madison Asset Management, LLC 550.13%0.20%0.24%Q3 2022Q3 20235
MANCHESTER FINANCIAL INC 550.00%0.00%0.00%Q1 2020Q1 20215
EFG Asset Management (Americas) Corp. 550.01%0.05%0.09%Q1 2014Q1 20155
Corient Capital Partners, LLC 210.02%0.17%0.45%Q4 2016Q3 20225
FIRETHORN WEALTH PARTNERS, LLC 320.17%0.54%0.76%Q1 2021Q2 20225
Berkeley Capital Partners, LLC 410.19%0.25%0.32%Q4 2020Q2 20225
Blue Zone Wealth Advisors, LLC 550.11%0.13%0.16%Q1 2022Q1 20235
Gerber Kawasaki Wealth & Investment Management 210.00%0.15%0.24%Q4 2016Q3 20215
Destination Wealth Management 550.00%0.00%0.00%Q1 2018Q1 20195
Canal Capital Management, LLC 310.19%1.20%1.95%Q4 2016Q4 20205
RDA Financial Network 410.09%0.10%0.11%Q1 2019Q1 20225
TTP Investments, Inc. 552.84%3.57%4.05%Q2 2022Q2 20235
Intersect Capital LLC 550.05%0.08%0.14%Q1 2021Q1 20225
MILES CAPITAL, INC. 550.12%0.18%0.26%Q2 2013Q2 20145
Granite Point Capital Management, L.P. 320.04%1.78%4.10%Q4 2019Q1 20215
Fusion Investment Group, LLC 550.23%0.91%1.74%Q3 2014Q3 20155
OMERS ADMINISTRATION Corp 410.04%0.88%1.18%Q1 2021Q1 20235
Nachman Norwood & Parrott, Inc 410.00%0.04%0.05%Q4 2018Q3 20205
TITLEIST CAPITAL, LLC 550.25%0.42%0.59%Q4 2021Q4 20225
Collaborative Wealth Managment Inc. 550.26%0.31%0.42%Q3 2022Q3 20235
CHOREO, LLC 320.01%0.03%0.05%Q1 2017Q3 20235
SHEPHERD KAPLAN KROCHUK, LLC 320.10%0.12%0.15%Q4 2017Q4 20205
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 211.30%4.40%8.07%Q2 2014Q2 20195
PALISADE CAPITAL MANAGEMENT, LP 210.01%0.01%0.01%Q1 2018Q3 20235
CLARK FINANCIAL SERVICES GROUP INC /BD 211.13%1.41%1.73%Q2 2020Q3 20235
MOULTON WEALTH MANAGEMENT, INC 313.04%4.37%5.57%Q4 2019Q3 20235
Wealth & Pension Services Group, Inc. 550.16%0.23%0.35%Q3 2018Q3 20195
Concentrum Wealth Management 550.13%0.17%0.22%Q3 2022Q3 20235
FRG Family Wealth Advisors LLC 410.04%0.10%0.13%Q1 2022Q3 20235
Worth Venture Partners, LLC 210.00%0.07%0.20%Q1 2017Q2 20195
BARRETT & COMPANY, INC. 550.03%0.04%0.06%Q3 2022Q3 20235
Minot Wealth Management LLC 550.13%0.24%0.41%Q2 2021Q2 20225
FACTORY MUTUAL INSURANCE CO 550.19%0.62%1.32%Q3 2022Q3 20235
Lionsbridge Wealth Management LLC 310.75%1.32%2.28%Q4 2019Q3 20235
Mizuho Trust & Banking Co., Ltd. 211.54%4.58%11.40%Q2 2017Q4 20195
JANA PARTNERS LLC 210.07%3.16%11.77%Q2 2014Q1 20185
Claybrook Capital, LLC 210.07%0.83%1.35%Q4 2018Q4 20215
Walleye Capital LLC 210.09%0.21%0.34%Q3 2018Q3 20235
Strategic Asset Management, LLC 550.18%0.51%0.66%Q3 2021Q3 20225
B.O.S.S. Retirement Advisors, LLC 550.07%0.08%0.12%Q4 2022Q4 20235
Compass Wealth Management LLC 550.01%0.01%0.01%Q4 2022Q4 20235
MGO Private Wealth, LLC 550.53%0.68%0.76%Q3 2022Q3 20235
Strategic Family Wealth Counselors, L.L.C. 410.10%0.15%0.21%Q1 2022Q3 20235
St. Louis Financial Planners Asset Management, LLC 551.15%1.67%2.29%Q4 2022Q4 20235
Quantbot Technologies LP 210.01%0.03%0.06%Q3 2019Q2 20235
MARK SHEPTOFF FINANCIAL PLANNING, LLC 410.01%0.01%0.01%Q4 2015Q3 20235
Destiny Wealth Partners, LLC 550.01%1.03%2.65%Q4 2021Q4 20225
NAN FUNG TRINITY (HK) Ltd 551.07%1.46%2.07%Q4 2019Q4 20205
Stifel Trust Company, N.A. 550.01%0.01%0.01%Q3 2013Q3 20145
SMI Advisory Services, LLC 554.93%5.21%5.92%Q1 2022Q1 20235
Wellspring Financial Advisors, LLC 410.04%0.06%0.07%Q1 2022Q3 20235
Strategies Wealth Advisors, LLC 410.62%0.88%1.03%Q2 2022Q3 20235
Wells Financial Advisors INC 550.06%0.19%0.26%Q3 2022Q3 20235
FIRST COMMUNITY TRUST NA 410.03%0.04%0.05%Q1 2022Q3 20235
Ulrich Consultants & Investment Group, LLC 550.18%0.70%1.07%Q2 2022Q2 20235
Hoxton Financial, Inc. 210.00%0.21%0.55%Q2 2013Q1 20165
Hemenway Trust Co LLC 310.06%0.11%0.21%Q4 2014Q4 20185
Tatro Capital, LLC 210.16%1.47%3.32%Q4 2019Q3 20215
Auxano Advisors, LLC 550.15%0.16%0.19%Q3 2022Q3 20235
TNF LLC 550.14%0.47%0.66%Q3 2021Q3 20225
Global Assets Advisory, LLC 550.51%0.61%0.77%Q3 2022Q3 20235
MACNEALY HOOVER INVESTMENT MANAGEMENT INC 550.28%0.34%0.37%Q1 2015Q1 20165
W.H. Cornerstone Investments Inc. 550.88%1.02%1.27%Q3 2022Q3 20235
Fragasso Group Inc. 410.13%0.19%0.24%Q4 2013Q4 20195
Tranquilli Financial Advisor LLC 410.17%0.21%0.22%Q1 2022Q3 20235
Clear Perspectives Financial Planning, LLC 410.02%0.17%0.42%Q2 2021Q1 20235
York Capital Management Global Advisors, LLC 210.30%4.87%8.29%Q4 2013Q3 20235
BUCKINGHAM STRATEGIC PARTNERS, LLC 550.03%0.06%0.11%Q4 2021Q4 20225
TECTONIC ADVISORS LLC 550.00%0.03%0.05%Q4 2020Q4 20215
Aaron Wealth Advisors LLC 410.01%0.03%0.05%Q1 2022Q3 20235
MILLER HOWARD INVESTMENTS INC /NY 110.01%0.02%0.04%Q4 2014Q4 20195
WILMINGTON TRUST CO 550.02%0.02%0.03%Q2 2013Q2 20145
BB&T INVESTMENT SERVICES, INC. 550.00%0.03%0.11%Q4 2016Q4 20175
Financial Guidance Group, Inc. 554.00%4.47%5.00%Q3 2022Q3 20235
FIRST HORIZON CORP 410.04%0.06%0.09%Q2 2013Q2 20215
Financial Partners Group, Inc 550.06%0.08%0.10%Q3 2022Q3 20235
Hollow Brook Wealth Management LLC 550.78%1.32%2.02%Q3 2022Q3 20235
Ensign Peak Advisors, Inc 410.00%0.04%0.08%Q3 2021Q4 20225
AEGON USA Investment Management, LLC 550.01%0.01%0.02%Q2 2013Q2 20145
Joule Financial, LLC 550.22%0.38%0.54%Q3 2022Q3 20235
Tanglewood Wealth Management, Inc. 553.43%4.39%5.49%Q1 2022Q1 20235
Centennial Wealth Advisory LLC 550.14%0.17%0.26%Q2 2021Q2 20225
Balboa Wealth Partners 550.22%0.45%0.83%Q3 2022Q3 20235
Legacy Capital Partners, Inc. 550.12%0.16%0.24%Q1 2021Q1 20225
Asset Management One Co., Ltd. 210.00%0.01%0.02%Q1 2019Q4 20225
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 210.38%0.74%1.08%Q2 2015Q1 20235
Saudi Central Bank 4127.01%43.60%49.95%Q1 2021Q3 20235
Center For Asset Management LLC 320.16%0.27%0.40%Q1 2021Q2 20225
NOTTINGHAM ADVISORS, INC. 320.04%1.42%2.70%Q4 2014Q4 20185
Aspire Wealth Management Corp 550.17%0.28%0.36%Q4 2021Q4 20225
MACQUARIE GROUP LTD 210.00%0.00%0.00%Q2 2020Q3 20235
Apeiron RIA LLC 550.02%0.19%0.40%Q4 2021Q4 20225
BAROMETER CAPITAL MANAGEMENT INC. 410.19%0.25%0.41%Q4 2017Q3 20235
First Capital Advisors Group, LLC. 410.00%0.02%0.03%Q1 2018Q2 20235
EMFO, LLC 550.19%0.22%0.24%Q4 2021Q4 20225
Security Financial Services, INC. 550.14%0.76%1.39%Q4 2021Q4 20225
Wilmington Trust, National Association 550.02%0.03%0.03%Q2 2013Q2 20145
TCF National Bank 210.03%0.04%0.05%Q3 2019Q1 20215
Seven Springs Wealth Group, LLC 550.04%0.06%0.08%Q1 2020Q1 20215
Bellwether Advisors, LLC 410.01%1.00%3.01%Q4 2021Q1 20235
Dakota Wealth Management 550.10%0.31%0.62%Q3 2022Q3 20235
Hudson Bay Capital Management LP 310.01%0.10%0.29%Q1 2017Q3 20235
Harfst & Associates, Inc. 320.04%0.05%0.07%Q2 2015Q2 20175
AMERICAN CENTURY COMPANIES INC 550.00%0.00%0.00%Q4 2020Q4 20215
Lee Capital Management LP 320.73%0.86%0.99%Q4 2016Q1 20185
Stockman Wealth Management, Inc. 410.08%0.27%0.47%Q4 2014Q3 20235
BIRINYI ASSOCIATES INC 210.18%0.28%0.49%Q2 2014Q2 20175
Crow Point Partners, LLC 550.05%0.08%0.15%Q1 2017Q1 20185
Beaumont Financial Advisors, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
AGF MANAGEMENT LTD 440.41%0.50%0.59%Q4 2022Q3 20234
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 440.12%0.14%0.15%Q4 2022Q3 20234
SCHMIDT P J INVESTMENT MANAGEMENT INC 440.10%0.12%0.14%Q4 2022Q3 20234
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 442.03%2.11%2.23%Q4 2022Q3 20234
Karpus Management, Inc. 440.20%0.22%0.27%Q2 2022Q1 20234
KDI CAPITAL PARTNERS LLC 440.63%3.38%4.99%Q4 2018Q3 20194
Artal Group S.A. 440.04%0.04%0.05%Q2 2020Q1 20214
SYMONS CAPITAL MANAGEMENT INC 220.14%0.20%0.34%Q1 2020Q1 20214
CANYON CAPITAL ADVISORS LLC 440.26%0.72%1.40%Q1 2022Q4 20224
LCNB CORP 440.16%0.18%0.19%Q4 2022Q3 20234
SPOT TRADING L.L.C. 220.03%0.07%0.11%Q2 2017Q3 20174
Gruss & Co., LLC 210.18%4.31%13.38%Q1 2015Q3 20234
FIRST NEW YORK SECURITIES LLC /NY 110.00%0.11%0.33%Q3 2013Q3 20144
TOWER TRUST Co 440.65%0.76%0.87%Q2 2013Q1 20144
CI INVESTMENTS INC. 220.00%0.00%0.00%Q3 2021Q2 20234
WESTWOOD HOLDINGS GROUP INC 210.00%0.00%0.01%Q2 2021Q3 20234
HIGHLAND CAPITAL MANAGEMENT LP 110.01%0.07%0.14%Q2 2016Q2 20184
MITCHELL GROUP INC 210.16%0.22%0.27%Q4 2014Q4 20174
DEARBORN PARTNERS LLC 440.02%0.02%0.02%Q3 2018Q2 20194
STEADFAST CAPITAL MANAGEMENT LP 110.20%0.66%1.35%Q1 2017Q1 20214
ALPINE WOODS CAPITAL INVESTORS, LLC 440.11%0.13%0.14%Q4 2018Q3 20194
WHITEBOX ADVISORS LLC 440.30%0.34%0.40%Q2 2014Q1 20154
MIDWEST INVESTMENT MANAGEMENT LLC 441.09%1.46%2.52%Q2 2013Q1 20144
SCOPIA CAPITAL MANAGEMENT LP 440.90%1.36%1.68%Q4 2014Q3 20154
LUMINUS MANAGEMENT LLC 440.01%0.21%0.38%Q1 2016Q4 20164
PERRITT CAPITAL MANAGEMENT INC 440.06%0.06%0.07%Q4 2022Q3 20234
PACIFIC FINANCIAL GROUP INC 310.02%0.99%1.91%Q2 2015Q2 20164
BASSO CAPITAL MANAGEMENT, L.P. 440.40%0.76%1.19%Q4 2022Q3 20234
QVT Financial LP 220.25%0.43%0.65%Q4 2014Q4 20154
OVERSEA-CHINESE BANKING Corp Ltd 440.86%0.96%1.14%Q4 2022Q3 20234
Douglass Winthrop Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Kamunting Street Capital Management, L.P. 211.04%2.68%4.82%Q1 2022Q3 20234
Stadion Money Management, LLC 110.61%1.01%1.65%Q3 2013Q1 20214
Marshall Wace North America L.P. 210.02%0.02%0.03%Q3 2013Q3 20214
Texas Yale Capital Corp. 440.02%0.03%0.03%Q4 2013Q3 20144
Advisors Capital Management, LLC 310.01%0.01%0.02%Q3 2022Q3 20234
GLG LLC 440.01%0.01%0.02%Q1 2014Q4 20144
Hound Partners 440.27%0.46%0.71%Q4 2019Q3 20204
Delek Group, Ltd. 440.06%0.09%0.12%Q4 2017Q3 20184
Ballentine Partners, LLC 310.00%0.03%0.11%Q1 2017Q1 20234
Dorsey Wright & Associates 220.75%0.96%1.08%Q1 2022Q1 20234
EMORY UNIVERSITY 440.00%0.00%0.00%Q1 2012Q4 20124
HALL LAURIE J TRUSTEE 440.05%0.06%0.06%Q4 2017Q3 20184
Manifold Partners, LLC 310.18%6.05%10.33%Q2 2013Q1 20184
Cutter & CO Brokerage, Inc. 440.08%0.09%0.10%Q4 2022Q3 20234
Financial Engines Advisors L.L.C. 210.00%0.00%0.00%Q1 2018Q2 20234
Vermillion Asset Management LLC 111.18%8.18%21.85%Q3 2013Q2 20144
GeoSphere Capital Management, LLC 442.30%3.18%4.95%Q2 2013Q1 20144
CTC LLC 210.00%0.01%0.01%Q4 2021Q3 20234
GTS SECURITIES LLC 220.01%0.06%0.12%Q2 2023Q3 20234
Reynders McVeigh Capital Management, LLC 440.01%0.02%0.03%Q2 2022Q1 20234
NorthCoast Asset Management LLC 440.01%0.06%0.10%Q4 2020Q3 20214
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 210.44%3.46%5.05%Q1 2014Q2 20154
JOYN Advisors, Inc. 440.00%0.01%0.01%Q1 2018Q4 20184
AVALON CAPITAL MANAGEMENT 310.79%2.40%3.84%Q2 2013Q2 20174
Meru Capital Group, LP 310.24%1.49%2.13%Q1 2016Q1 20174
Shinko Asset Management Co., Ltd. 310.09%0.59%0.91%Q1 2014Q3 20164
MIZUHO SECURITIES USA LLC 110.02%0.16%0.45%Q2 2015Q4 20204
Cambria Investment Management, L.P. 440.17%0.32%0.46%Q2 2016Q1 20174
Rotella Capital Management, Inc. 310.37%0.81%1.25%Q2 2013Q3 20144
CMT Asset Management Ltd 210.02%0.03%0.06%Q4 2012Q1 20154
ELEMENT CAPITAL MANAGEMENT LLC 111.08%14.64%50.17%Q4 2016Q1 20194
MIRABELLA FINANCIAL SERVICES LLP 210.16%0.56%1.36%Q2 2021Q3 20234
Gladius Capital Management LP 210.38%1.14%1.92%Q3 2017Q3 20214
Glaxis Capital Management, LLC 316.05%7.92%12.42%Q3 2018Q4 20214
RWA WEALTH PARTNERS, LLC 310.00%0.24%0.64%Q1 2018Q3 20234
Baltimore-Washington Financial Advisors, Inc. 210.00%0.01%0.02%Q4 2014Q1 20224
West Family Investments, Inc. 330.04%1.38%1.87%Q1 2023Q3 20234
CTC Alternative Strategies, Ltd. 312.71%5.28%8.66%Q1 2015Q3 20234
Prisma Capital Partners LP 443.75%5.09%5.90%Q3 2017Q2 20184
Willingdon Wealth Management 220.00%0.11%0.24%Q4 2014Q1 20184
Circle Wealth Management, LLC 440.01%0.03%0.04%Q4 2022Q3 20234
Polaris Wealth Advisory Group, LLC 310.00%0.23%0.86%Q1 2018Q1 20214
Surevest, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Blue Edge Capital, LLC 441.00%1.45%1.96%Q1 2016Q4 20164
Muzinich & Co., Inc. 210.02%2.01%3.75%Q1 2019Q1 20214
PALLADIEM, LLC 442.70%2.90%3.11%Q4 2022Q3 20234
SG3 Management, LLC 110.05%0.20%0.59%Q2 2017Q3 20224
Northstar Group, Inc. 440.26%0.29%0.31%Q4 2014Q3 20154
Samson Capital Advisors LLC 440.15%0.33%0.54%Q4 2014Q3 20154
Eukles Asset Management 440.91%1.02%1.13%Q4 2018Q3 20194
GFG Capital, LLC 440.07%0.07%0.07%Q4 2021Q3 20224
ISTHMUS PARTNERS, LLC 210.00%0.19%0.70%Q4 2014Q2 20214
1 NORTH WEALTH SERVICES LLC 220.00%0.00%0.01%Q4 2018Q4 20194
Tredje AP-fonden 440.02%0.02%0.03%Q4 2020Q3 20214
Moss Adams Wealth Advisors LLC 440.03%0.04%0.06%Q4 2022Q3 20234
CONSOLIDATED CAPITAL MANAGEMENT, LLC 310.70%1.13%1.38%Q4 2019Q3 20234
Kalos Management, Inc. 310.02%0.20%0.31%Q4 2015Q2 20234
LNZ Capital LP 221.30%8.40%20.96%Q1 2016Q2 20174
City Financial Investment Co Ltd 330.16%0.83%1.59%Q1 2017Q3 20174
KHP Capital, LLC 441.22%1.28%1.33%Q4 2017Q3 20184
Silicon Valley Capital Partners 440.00%0.00%0.00%Q4 2022Q3 20234
SteelBridge Private Wealth Advisors LLC 310.51%0.65%0.76%Q1 2016Q2 20174
LEE JOHNSON CAPITAL MANAGEMENT, LLC 311.01%6.42%13.97%Q4 2021Q4 20224
Independence Advisors, LLC 440.01%0.01%0.01%Q4 2019Q3 20204
Capital One Investing, Inc. 440.14%0.34%0.51%Q4 2018Q3 20194
ROBERTSON STEPHENS ADVISORS LLC 441.16%2.28%3.61%Q4 2016Q3 20174
Per Stirling Capital Management, LLC. 440.30%0.37%0.49%Q4 2022Q3 20234
Neuburgh Advisers LLC 440.02%0.23%0.36%Q1 2017Q4 20174
PARTNERS CAPITAL INVESTMENT GROUP, LLP 220.24%0.52%0.86%Q1 2022Q3 20234
Tyers Asset Management LLC 440.01%0.14%0.23%Q1 2017Q4 20174
Glen Harbor Capital Management LLC 440.01%0.07%0.11%Q1 2017Q4 20174
Stone House Investment Management, LLC 310.02%0.06%0.17%Q2 2018Q3 20234
MANAGED ACCOUNT SERVICES INC 440.06%0.10%0.12%Q4 2020Q3 20214
Flinton Capital Management LLC 440.02%0.18%0.29%Q1 2017Q4 20174
Forefront Analytics, LLC 440.12%0.20%0.28%Q2 2022Q1 20234
Independent Advisor Alliance 210.03%0.05%0.09%Q4 2019Q3 20224
CPWM, LLC 310.06%0.07%0.08%Q2 2017Q2 20224
Summit Global Investments 440.08%0.10%0.16%Q1 2021Q4 20214
Deer Park Road Corp 210.12%0.60%1.28%Q1 2022Q4 20224
Watermark Asset Management, Inc. 440.00%0.01%0.01%Q1 2017Q4 20174
Columbus Macro, LLC 210.20%0.24%0.28%Q3 2018Q4 20224
Sanctuary Wealth Management, L.L.C. 210.00%0.07%0.10%Q1 2010Q3 20234
Burleson & Company, LLC 440.18%3.62%5.17%Q4 2017Q3 20184
Signature Wealth Management Group 440.00%0.01%0.01%Q4 2017Q3 20184
Windsor Advisory Group, LLC 443.56%4.56%5.29%Q4 2022Q3 20234
VISTA INVESTMENT MANAGEMENT 440.20%0.22%0.24%Q4 2017Q3 20184
DUALITY ADVISERS, LP 210.28%2.40%5.17%Q4 2018Q4 20204
United Capital Management of KS, Inc. 310.13%0.29%0.44%Q3 2018Q4 20194
Portfolio Strategies, Inc. 440.00%0.01%0.02%Q4 2017Q3 20184
Virginia National Bank 442.07%2.42%2.98%Q4 2022Q3 20234
Hamilton Wealth, LLC 440.10%0.15%0.29%Q4 2022Q3 20234
Plaisance Capital LLC 220.21%1.93%3.49%Q1 2021Q1 20224
Personal Wealth Partners 310.01%0.02%0.04%Q2 2019Q2 20214
Hoover Financial Advisors, Inc. 310.01%0.01%0.02%Q2 2020Q2 20214
Nalls Sherbakoff Group, LLC 310.02%0.04%0.06%Q4 2018Q3 20234
Cornerstone Wealth Group, LLC 310.42%1.06%2.54%Q4 2020Q3 20224
Core Alternative Capital 310.00%0.01%0.04%Q2 2022Q3 20234
PRIVATE CAPITAL MANAGEMENT LLC 440.11%0.12%0.14%Q4 2022Q3 20234
EPIQ Capital Group, LLC 310.03%0.06%0.09%Q4 2019Q4 20214
Arden Trust Co 220.03%0.04%0.04%Q4 2022Q4 20234
PETERSON WEALTH MANAGEMENT 310.19%0.22%0.24%Q3 2022Q3 20234
Wealth Alliance 440.03%0.04%0.04%Q4 2022Q3 20234
Bay Rivers Group 311.12%2.03%2.48%Q4 2019Q3 20234
CERTUITY, LLC 310.03%0.05%0.07%Q3 2021Q3 20234
HBC Financial Services, PLLC 440.01%0.03%0.06%Q2 2022Q1 20234
VIVID FINANCIAL MANAGEMENT, INC. 440.26%1.18%1.53%Q1 2021Q4 20214
Moser Wealth Advisors, LLC 220.00%0.00%0.00%Q3 2022Q3 20234
Berry Street Capital Management LLP 110.59%1.35%3.00%Q2 2021Q2 20234
Live Oak Investment Partners 440.35%0.47%0.58%Q4 2022Q3 20234
Berger Financial Group, Inc 440.05%0.06%0.06%Q4 2022Q3 20234
FWL INVESTMENT MANAGEMENT, LLC 310.01%1.23%2.46%Q3 2022Q3 20234
Iron Horse Wealth Management, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Phoenix Wealth Advisors 440.02%0.03%0.03%Q4 2020Q3 20214
Tandem Wealth Advisors LLC 440.38%0.44%0.49%Q4 2022Q3 20234
Annapolis Financial Services, LLC 210.00%0.01%0.01%Q4 2020Q3 20234
Elk River Wealth Management, LLC 440.06%0.07%0.10%Q4 2020Q3 20214
Bluesphere Advisors, LLC 210.22%0.31%0.36%Q1 2022Q3 20234
WOODWARD DIVERSIFIED CAPITAL, LLC 220.16%0.19%0.23%Q1 2021Q2 20224
Bridge Advisory, LLC 440.22%0.28%0.36%Q4 2022Q3 20234
Coppell Advisory Solutions LLC 440.08%0.09%0.10%Q4 2022Q3 20234
Ignite Planners, LLC 440.25%0.38%0.52%Q4 2022Q3 20234
Granby Capital Management, LLC 441.62%6.58%11.76%Q4 2022Q3 20234
Alaethes Wealth LLC 440.05%0.06%0.08%Q2 2021Q1 20224
Prentice Wealth Management LLC 310.00%0.00%0.01%Q1 2021Q2 20224
Y.D. More Investments Ltd 440.01%0.22%0.32%Q4 2022Q3 20234
Sageworth Trust Co of South Dakota 440.62%0.63%0.64%Q4 2022Q3 20234
JTC Employer Solutions Trustee Ltd 440.01%0.01%0.02%Q3 2022Q2 20234
Blue Barn Wealth, LLC 440.14%0.15%0.16%Q4 2022Q3 20234
Burns Matteson Capital Management, LLC 440.16%0.24%0.29%Q2 2022Q1 20234
PCG Wealth Advisors, LLC 442.06%2.65%3.09%Q4 2022Q3 20234
Transparent Wealth Partners LLC 441.18%1.27%1.42%Q2 2022Q1 20234
Solidarity Wealth, LLC 310.10%0.40%0.93%Q3 2022Q3 20234
Barden Capital Management, Inc. 310.39%1.44%1.93%Q3 2022Q3 20234
S.C. Financial Services, Inc. 440.30%0.42%0.70%Q1 2022Q4 20224
Sonora Investment Management Group, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Sandy Cove Advisors, LLC 210.01%0.16%0.23%Q4 2021Q3 20234
BCR Wealth Strategies, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
Horizon Family Wealth, Inc. 440.35%0.39%0.44%Q4 2022Q3 20234
VANCE WEALTH, INC. 310.10%0.16%0.23%Q3 2022Q3 20234
ETF Store, Inc. 440.22%0.34%0.62%Q4 2022Q3 20234
Simplicity Wealth,LLC 440.36%0.50%0.66%Q4 2021Q3 20224
KARLINSKI ANDREW C 440.12%0.31%0.43%Q4 2021Q3 20224
SageView Advisory Group, LLC 440.05%0.10%0.14%Q4 2022Q3 20234
Worth Asset Management, LLC 440.00%0.02%0.04%Q1 2022Q4 20224
WealthPlan Investment Management, LLC 310.01%0.04%0.06%Q1 2022Q1 20234
ARMSTRONG ADVISORY GROUP, INC 441.61%1.91%2.50%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.12%0.17%0.27%Q4 2022Q3 20234
INVICTUS PRIVATE WEALTH, LLC 440.44%0.91%1.19%Q4 2022Q3 20234
Tevis Investment Management 440.02%0.04%0.07%Q4 2021Q3 20224
GDS Wealth Management 440.40%0.58%0.72%Q4 2022Q3 20234
Lodestone Wealth Management LLC 440.22%0.25%0.30%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Colonial Trust Co / SC 440.00%0.01%0.02%Q4 2022Q3 20234
Ethos Financial Group, LLC 442.02%2.15%2.27%Q4 2022Q3 20234
RFP Financial Group LLC 440.03%0.10%0.23%Q4 2022Q3 20234
Hilltop Partners LLC 440.16%2.47%5.04%Q4 2022Q3 20234
Sharper & Granite LLC 440.66%0.73%0.85%Q4 2022Q3 20234
JDM Financial Group LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Family Asset Management, LLC 440.86%1.10%1.29%Q4 2022Q3 20234
TCP Asset Management, LLC 440.10%0.15%0.19%Q4 2022Q3 20234
SP Asset Management LLC 441.63%1.84%2.08%Q4 2022Q3 20234
Register Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Talisman Wealth Advisors LLC 440.41%0.48%0.58%Q4 2022Q3 20234
Forza Wealth Management, LLC 440.59%0.68%0.83%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.09%0.11%0.12%Q4 2022Q3 20234
VitalStone Financial, LLC 440.02%0.75%1.42%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Redwood Wealth Management Group, LLC 440.31%0.34%0.38%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Worth Financial Advisory Group, LLC 440.60%0.67%0.72%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
River Street Advisors LLC 440.33%0.37%0.39%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.23%0.64%0.99%Q4 2022Q3 20234
LGT Financial Advisors LLC 440.01%0.05%0.09%Q4 2022Q3 20234
Financial Partners Group, LLC 440.70%0.78%0.93%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 440.23%0.34%0.46%Q4 2022Q3 20234
STAR Financial Bank 440.35%0.37%0.40%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.22%0.35%0.53%Q4 2022Q3 20234
Financial Freedom, LLC 445.18%5.47%5.88%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Delta Financial Group, Inc. 440.13%0.20%0.36%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.11%0.29%0.81%Q4 2022Q3 20234
Park Place Capital Corp 440.01%0.02%0.02%Q4 2022Q3 20234
BOS Asset Management, LLC 441.19%1.95%2.37%Q4 2022Q3 20234
CIC Wealth, LLC 440.09%0.11%0.15%Q4 2022Q3 20234
Massachusetts Wealth Management 441.58%1.73%1.94%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.09%0.12%0.14%Q4 2022Q3 20234
Kapstone Financial Advisors LLC 441.11%1.21%1.27%Q4 2022Q3 20234
LaSalle St. Investment Advisors, LLC 440.27%0.29%0.33%Q4 2022Q3 20234
Strait & Sound Wealth Management LLC 440.42%0.45%0.49%Q4 2022Q3 20234
Granite Harbor Advisors, Inc. 441.18%1.54%1.96%Q4 2022Q3 20234
McCarthy Grittinger Financial Group, LLC 440.02%0.02%0.03%Q3 2021Q2 20224
CHANNEL WEALTH LLC 440.56%0.75%0.96%Q1 2023Q4 20234
New Republic Capital, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.05%0.11%0.18%Q4 2022Q3 20234
IAMS WEALTH MANAGEMENT, LLC 440.13%0.19%0.28%Q4 2022Q3 20234
Knollwood Investment Advisory, LLC 440.13%0.62%1.26%Q4 2022Q3 20234
UNIVERSITY OF CHICAGO 4461.55%80.09%96.75%Q1 2015Q4 20154
FIRST AMERICAN TRUST, FSB 310.04%0.05%0.06%Q2 2018Q2 20214
MEANS INVESTMENT CO., INC. 440.05%0.06%0.07%Q4 2022Q3 20234
CALDWELL SUTTER CAPITAL, INC. 440.40%0.52%0.68%Q4 2022Q3 20234
GERMAN AMERICAN BANCORP, INC. 210.08%0.47%1.01%Q4 2018Q4 20204
REAVES W H & CO INC 110.01%0.02%0.03%Q4 2014Q4 20184
U S GLOBAL INVESTORS INC 110.00%0.06%0.14%Q4 2017Q1 20204
EMERSON INVESTMENT MANAGEMENT, LLC 310.14%0.31%0.66%Q4 2014Q4 20154
JANUS HENDERSON INVESTORS US LLC 440.00%0.00%0.00%Q1 2016Q4 20164
LEVEL FOUR FINANCIAL, LLC 440.10%0.30%0.51%Q4 2020Q3 20214
CHAPIN DAVIS, INC. 440.11%0.11%0.12%Q4 2022Q3 20234
GODSEY & GIBB, INC 210.00%0.31%1.20%Q4 2014Q3 20234
SCHWARTZ INVESTMENT COUNSEL INC 440.01%0.01%0.01%Q1 2021Q4 20214
ELLERSON GROUP INC /ADV 443.03%3.34%3.58%Q4 2022Q3 20234
DOLIVER ADVISORS, LP 440.11%0.11%0.12%Q1 2023Q4 20234
MOODY LYNN & LIEBERSON, LLC 210.07%0.22%0.51%Q4 2013Q2 20174
Headlands Technologies LLC 330.02%0.14%0.34%Q1 2023Q3 20233
Hayden Royal, LLC 330.33%0.47%0.63%Q4 2020Q2 20213
Paragon Capital Management Ltd 110.02%0.04%0.05%Q4 2021Q3 20233
Washington Trust Advisors, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
One Capital Management, LLC 210.00%0.01%0.02%Q3 2014Q2 20223
Core Wealth Partners LLC 330.24%0.28%0.30%Q1 2023Q3 20233
LANDAAS & CO /WI /ADV 210.01%0.01%0.01%Q3 2017Q2 20183
Fortis Group Advisors, LLC 110.02%0.08%0.16%Q3 2020Q3 20233
KAYS FINANCIAL ADVISORY CORP /ADV 330.18%0.20%0.25%Q1 2015Q3 20153
Eclectica Asset Management LLP 331.28%1.36%1.49%Q3 2013Q1 20143
TIVERTON ASSET MANAGEMENT LLC 331.06%1.13%1.23%Q1 2017Q3 20173
Numeric Investors LLC 210.01%0.03%0.05%Q4 2016Q4 20173
Mach-1 Financial Group, LLC 210.01%0.03%0.08%Q2 2022Q1 20233
RIVERHEAD CAPITAL MANAGEMENT LLC 330.02%0.11%0.18%Q2 2017Q4 20173
Prostatis Group LLC 110.03%0.78%1.76%Q1 2021Q2 20233
BlueCrest Capital Management LLP 210.24%0.40%0.50%Q2 2013Q2 20143
Novak Financial Planning, LLC 330.16%0.18%0.19%Q4 2020Q2 20213
Ellevest, Inc. 210.00%0.00%0.01%Q1 2021Q4 20213
Bach Option Ltd 110.25%0.45%0.61%Q2 2017Q4 20193
BECKER CAPITAL MANAGEMENT INC 330.06%0.06%0.07%Q1 2023Q3 20233
Boyd Wealth Management, LLC 330.17%0.17%0.18%Q1 2022Q3 20223
Lokken Investment Group LLC 331.26%1.43%1.60%Q2 2022Q4 20223
Friedenthal Financial 113.10%4.27%6.14%Q2 2014Q2 20223
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q4 2019Q3 20223
Fidelis Capital Partners, LLC 330.44%0.47%0.50%Q1 2023Q3 20233
FNY Partners Fund LP 210.01%0.11%0.32%Q1 2017Q4 20173
Campion Asset Management 330.34%0.36%0.40%Q1 2023Q3 20233
Fiduciary Alliance LLC 210.01%0.04%0.06%Q4 2022Q3 20233
CETERA INVESTMENT MANAGEMENT LLC 330.26%0.35%0.48%Q2 2016Q4 20163
Iyo Bank, Ltd. 212.63%3.17%3.69%Q4 2021Q2 20233
Keeler Thomas Management LLC 330.52%0.87%1.06%Q3 2018Q1 20193
Kellett Wealth Advisors, LLC 210.27%3.58%6.00%Q4 2021Q3 20233
Alpha Wave Global, LP 221.87%2.61%3.69%Q1 2018Q2 20183
Terrapin Asset Management, LLC 210.50%3.20%5.15%Q4 2022Q3 20233
Beirne Wealth Consulting Services, LLC 330.10%0.14%0.17%Q1 2022Q3 20223
MENORA MIVTACHIM HOLDINGS LTD. 330.62%1.14%2.14%Q1 2023Q3 20233
West Financial Advisors, LLC 210.45%0.46%0.48%Q3 2022Q3 20233
Callan Family Office, LLC 330.07%0.10%0.13%Q4 2022Q2 20233
PECONIC PARTNERS LLC 110.05%0.16%0.37%Q4 2019Q1 20233
Coho Partners, Ltd. 210.05%0.10%0.14%Q3 2015Q4 20193
DUDLEY CAPITAL MANAGEMENT, LLC 110.01%0.10%0.23%Q4 2022Q4 20223
PVG ASSET MANAGEMENT CORP 330.69%1.32%2.57%Q1 2017Q3 20173
Allspring Global Investments Holdings, LLC 210.00%0.01%0.02%Q4 2021Q3 20223
Trident Investment Management, LLC 337.31%10.62%12.50%Q2 2013Q4 20133
Crosspoint Capital Strategies, LLC 110.00%0.01%0.02%Q4 2014Q4 20153
Pinnacle Wealth Management Group, Inc. 330.88%0.96%1.07%Q2 2021Q4 20213
Signator Financial Services, Inc. 330.01%0.01%0.01%Q1 2013Q3 20133
Gupta Wealth Management LLC 210.00%0.01%0.02%Q2 2015Q1 20163
Strategic Financial Concepts, LLC 330.50%0.53%0.57%Q1 2023Q3 20233
Ulysses Management LLC 110.11%0.35%0.62%Q4 2014Q2 20233
Jane Street Holding, LLC 330.01%0.05%0.12%Q2 2013Q4 20133
Genesis Wealth Advisors, LLC 330.01%0.04%0.06%Q4 2014Q2 20153
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 110.00%0.07%0.20%Q1 2017Q4 20223
Independent Portfolio Consultants, Inc. 110.01%0.24%0.68%Q2 2014Q4 20163
Allen Capital Group, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
INFRASTRUCTURE CAPITAL ADVISORS, LLC 110.07%0.11%0.14%Q4 2018Q2 20233
Mariner Wealth Advisors-Madison, LLC 330.23%0.24%0.25%Q1 2013Q3 20133
PURSUE WEALTH PARTNERS LLC 210.16%0.22%0.31%Q4 2021Q1 20233
Brouwer & Janachowski, LLC 334.82%4.83%4.85%Q4 2014Q2 20153
Select Asset Management & Trust 110.24%0.84%1.99%Q4 2014Q4 20203
Wakefield Asset Management LLLP 330.26%0.75%1.40%Q1 2023Q3 20233
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.01%0.02%0.04%Q4 2020Q2 20223
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 210.02%0.17%0.42%Q1 2022Q1 20233
Empyrean Capital Partners, LP 332.56%3.96%5.34%Q2 2013Q4 20133
Cornerstone Planning Group LLC 210.09%0.12%0.17%Q4 2022Q3 20233
Alpha Financial Partners, LLC 210.25%0.77%1.81%Q4 2022Q3 20233
Soroban Capital Partners LP 332.13%4.95%7.66%Q4 2013Q2 20143
Donoghue Forlines LLC 331.08%1.61%1.89%Q4 2017Q2 20183
Engrave Wealth Partners LLC 210.00%0.15%0.38%Q1 2020Q1 20233
AMICA MUTUAL INSURANCE CO 210.23%0.31%0.40%Q2 2022Q1 20233
ARS Wealth Advisors, LLC 210.09%0.13%0.16%Q4 2017Q3 20183
Waterloo Capital, L.P. 330.07%0.34%0.84%Q1 2023Q3 20233
LEO BROKERAGE, LLC 210.05%0.07%0.08%Q2 2022Q2 20233
Laffer Tengler Investments, Inc. 330.01%0.01%0.01%Q3 2022Q1 20233
361 CAPITAL LLC 210.05%1.26%2.28%Q2 2016Q2 20183
Portfolio Solutions, LLC 330.00%0.00%0.00%Q1 2017Q3 20173
Cadence Bank 330.06%0.06%0.07%Q1 2023Q3 20233
Goodman Advisory Group, LLC 330.10%0.11%0.12%Q2 2022Q4 20223
Milestone Investment Advisors LLC 330.00%0.01%0.01%Q4 2022Q2 20233
Cape Investment Advisory, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Lehman Financial Resources, Inc. 330.57%0.62%0.66%Q1 2017Q3 20173
Midwest Financial Group LLC 330.84%1.34%1.70%Q1 2023Q3 20233
MENLO ADVISORS LLC 332.15%2.55%3.06%Q1 2023Q3 20233
ADVISOR PARTNERS II, LLC 210.01%0.01%0.02%Q4 2022Q3 20233
Vericrest Private Wealth 330.48%0.67%0.81%Q4 2021Q2 20223
MD Financial Management Inc. 330.28%0.55%0.74%Q2 2021Q4 20213
Bell Bank 333.02%3.50%3.75%Q3 2019Q1 20203
CMT TRADING LLC 210.43%1.49%2.23%Q3 2014Q2 20153
Premia Global Advisors, LLC 330.03%0.36%0.58%Q4 2017Q2 20183
Scissortail Wealth Management, LLC 210.34%0.36%0.38%Q1 2022Q4 20223
HBK INVESTMENTS L P 210.01%0.06%0.13%Q1 2014Q3 20153
NAVELLIER & ASSOCIATES INC 330.01%0.01%0.01%Q4 2013Q2 20143
INTEGRATED WEALTH COUNSEL, LLC 330.00%0.00%0.00%Q3 2013Q1 20143
Vident Investment Advisory, LLC 330.02%0.03%0.03%Q4 2022Q2 20233
Strategic Income Management, LLC 331.20%1.22%1.26%Q4 2014Q2 20153
Corvid Peak Capital Management, LLC 210.01%0.01%0.02%Q4 2014Q3 20153
State of Tennessee, Treasury Department 210.05%0.13%0.18%Q3 2013Q1 20233
Bridgewater Advisors Inc. 330.07%0.10%0.12%Q4 2021Q2 20223
REGENTATLANTIC CAPITAL LLC 210.00%0.01%0.01%Q4 2014Q3 20203
Wright Fund Management, LLC 210.28%0.87%1.80%Q4 2022Q3 20233
Marks Wealth, LLC 333.18%4.17%6.10%Q3 2021Q1 20223
Empire Financial Management Company, LLC 330.46%0.48%0.48%Q1 2023Q3 20233
SPRING CREEK CAPITAL LLC 330.03%0.12%0.18%Q2 2018Q4 20183
Alta Wealth Advisors LLC 210.40%0.48%0.63%Q1 2022Q4 20223
Blueprint Investment Partners LLC 330.06%0.58%1.35%Q2 2022Q4 20223
Resolute Advisors LLC 110.00%0.02%0.04%Q3 2022Q3 20233
Imprint Wealth LLC 330.14%0.24%0.35%Q1 2023Q3 20233
RIVERNORTH CAPITAL MANAGEMENT, LLC 210.02%0.03%0.04%Q4 2013Q4 20143
NCM Capital Management, LLC 330.16%0.18%0.20%Q1 2023Q3 20233
Arctis Global LLC 333.74%9.62%17.58%Q1 2023Q3 20233
FOSTER DYKEMA CABOT & CO INC/MA 330.00%0.00%0.00%Q1 2023Q3 20233
Leonetti & Associates, LLC 112.35%4.02%4.90%Q3 2013Q3 20143
Golden State Equity Partners 210.32%0.37%0.41%Q1 2021Q3 20233
Tranquility Partners, LLC 330.24%0.32%0.44%Q2 2019Q4 20193
Amica Retiree Medical Trust 210.24%0.34%0.47%Q2 2022Q1 20233
Tiedemann Wealth Management Holdings, LLC 331.36%2.38%3.64%Q3 2016Q1 20173
HARVEST GROUP WEALTH MANAGEMENT, LLC 330.01%0.02%0.02%Q3 2019Q1 20203
KLR INVESTMENT ADVISORS, LLC 212.10%2.21%2.40%Q4 2022Q3 20233
Cascadia Advisory Services, LLC 330.70%0.74%0.80%Q1 2021Q3 20213
CVS HEALTH Corp 336.18%6.86%7.26%Q1 2023Q3 20233
Duquesne Family Office 211.15%1.41%1.88%Q3 2013Q3 20183
Fortune 45 LLC 330.62%1.38%2.12%Q4 2021Q2 20223
Oldfather Financial Services, LLC 330.36%0.54%0.78%Q3 2021Q1 20223
CPR Investments Inc. 330.73%3.36%8.10%Q1 2022Q3 20223
Pension Partners, LLC 210.42%0.67%1.03%Q3 2014Q3 20153
PFG Investments, LLC 330.12%0.13%0.14%Q1 2023Q3 20233
McAlister, Sweet & Associates, Inc. 330.41%1.62%3.55%Q3 2022Q1 20233
Global X Management CO LLC 210.01%0.04%0.06%Q3 2016Q2 20183
Main Management ETF Advisors, LLC 210.03%4.26%8.42%Q3 2019Q1 20233
Y-Intercept (Hong Kong) Ltd 210.06%0.08%0.11%Q2 2022Q3 20233
Boundary Creek Advisors LP 331.22%1.43%1.59%Q3 2022Q1 20233
Varma Mutual Pension Insurance Co 211.75%3.42%4.77%Q2 2021Q1 20233
Trexquant Investment LP 210.02%0.04%0.06%Q2 2021Q2 20223
ERn Financial, LLC 210.10%0.32%0.48%Q4 2021Q3 20233
Navigation Wealth Management, Inc. 330.01%0.02%0.04%Q2 2021Q4 20213
Meridian Wealth Advisors, LLC 110.05%0.06%0.08%Q4 2018Q3 20233
CASTLEARK MANAGEMENT LLC 330.07%0.13%0.23%Q4 2020Q2 20213
THOMIST CAPITAL MANAGEMENT, LP 211.94%4.06%6.17%Q4 2022Q3 20233
Cumberland Partners Ltd 330.02%0.03%0.04%Q2 2021Q4 20213
RESTON WEALTH MANAGEMENT LLC 330.43%1.35%2.80%Q4 2018Q2 20193
Numina Capital Management, LLC 331.06%1.72%2.12%Q4 2014Q2 20153
CenterStar Fund, LLC 110.15%0.26%0.47%Q4 2016Q4 20163
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 330.00%0.00%0.00%Q4 2016Q2 20173
Lion Street Advisors, LLC 330.14%0.22%0.36%Q1 2023Q3 20233
Five Oceans Asset Management LTD 211.14%1.83%3.15%Q3 2011Q3 20133
Crestline Management, LP 210.05%0.14%0.26%Q1 2022Q2 20233
Resolute Wealth Strategies, LLC 330.28%0.31%0.33%Q1 2023Q3 20233
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2017Q2 20193
Abundance Wealth Counselors 110.02%0.05%0.06%Q1 2021Q3 20233
Pine Valley Investments Ltd Liability Co 330.23%0.28%0.33%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.92%1.00%1.07%Q4 2022Q3 20233
HYMAN CHARLES D 330.02%0.02%0.02%Q1 2023Q3 20233
Better Money Decisions, LLC 210.01%0.02%0.02%Q2 2021Q2 20223
Asset Allocation Strategies LLC 210.12%0.13%0.15%Q4 2022Q3 20233
Hamilton Point Investment Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Elevated Capital Advisors, LLC 210.07%0.11%0.14%Q1 2022Q3 20233
Landsberg, Bennett, & Dubbaneh LLC 210.07%0.15%0.29%Q1 2019Q2 20213
Connacht Asset Management LP 331.91%2.84%3.70%Q1 2021Q3 20213
Vestpro Financial Partners, Inc. dba CPF Texas 330.85%1.04%1.19%Q1 2018Q3 20183
GLG INC. 330.01%0.01%0.02%Q2 2013Q4 20133
Truadvice, LLC 210.12%0.17%0.20%Q1 2021Q1 20223
Baron Financial Group, LLC 210.00%0.00%0.00%Q3 2020Q2 20223
Legacy Capital Group California, Inc. 330.12%0.13%0.14%Q1 2023Q3 20233
Quantinno Capital Management LP 210.01%0.02%0.05%Q2 2022Q3 20233
H&H Retirement Design & Management INC 332.79%2.89%3.06%Q1 2023Q3 20233
LVZ, Inc. 332.52%2.84%3.09%Q2 2014Q4 20143
NovaPoint Capital, LLC 210.09%0.35%0.84%Q4 2021Q3 20233
Jafra Capital Management LP 330.72%1.21%1.64%Q3 2017Q1 20183
Alhambra Investment Management LLC 330.37%0.43%0.47%Q3 2020Q1 20213
ONE Advisory Partners, LLC 330.16%0.18%0.20%Q2 2022Q4 20223
Industrial Alliance Investment Management Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 330.01%0.02%0.02%Q1 2022Q3 20223
FULTON BANK, N.A. 330.08%0.09%0.10%Q2 2023Q4 20233
PIPER SANDLER & CO. 332.93%8.13%10.74%Q4 2015Q2 20163
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.74%0.82%0.88%Q1 2018Q3 20183
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.00%0.88%1.77%Q2 2018Q4 20223
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 330.04%0.06%0.09%Q3 2017Q1 20183
Tuscan Ridge Asset Management LLC 330.03%0.05%0.07%Q1 2019Q3 20193
DIALECTIC CAPITAL MANAGEMENT, LP 211.35%2.58%4.74%Q2 2014Q1 20153
DeepCurrents Investment Group LLC 210.02%0.31%0.64%Q4 2020Q2 20233
TITLEIST ASSET MANAGEMENT, LLC 330.27%0.30%0.32%Q1 2023Q3 20233
Atlantic Union Bankshares Corp 210.03%0.03%0.03%Q3 2019Q4 20223
Peregrine Asset Advisers, Inc. 330.14%0.16%0.17%Q4 2015Q2 20163
1776 Wealth LLC 330.09%0.10%0.10%Q4 2019Q2 20203
Truvestments Capital LLC 210.02%0.03%0.03%Q2 2019Q2 20203
Atomi Financial Group, Inc. 330.13%0.37%0.55%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
FormulaFolio Investments, LLC 330.00%0.01%0.02%Q4 2020Q2 20213
Financial Advantage, Inc. 110.00%0.00%0.00%Q1 2015Q1 20223
FIRST CITIZENS BANK & TRUST CO 210.01%0.20%0.58%Q1 2020Q3 20233
Longer Investments Inc. 111.86%2.67%3.44%Q1 2015Q2 20173
LANSDOWNE PARTNERS (UK) LLP 110.05%0.11%0.22%Q3 2015Q2 20173
SOROS CAPITAL MANAGEMENT LLC 210.07%0.98%2.74%Q2 2021Q1 20223
COLUMBIA CAPITAL LLC 330.59%1.18%1.54%Q4 2013Q2 20143
Aquire Wealth Advisors, LLC 330.10%0.13%0.14%Q4 2021Q2 20223
Regis Acquisition Inc. 331.50%1.61%1.79%Q1 2023Q3 20233
Carr Financial Group Corp 210.10%0.14%0.22%Q4 2022Q3 20233
KLS Diversified Asset Management LP 220.84%1.16%1.32%Q1 2018Q2 20183
Lifeworks Advisors, LLC 330.12%0.22%0.42%Q1 2023Q3 20233
MAGNOLIA CAPITAL ADVISORS LLC 330.07%0.08%0.11%Q3 2021Q1 20223
Altus Wealth Group LLC 330.03%0.03%0.03%Q4 2020Q2 20213
Momentum Advisors, LLC 331.62%1.76%1.94%Q2 2022Q4 20223
MCKINLEY CAPITAL MANAGEMENT LLC 330.00%0.00%0.00%Q3 2016Q1 20173
Gallagher Fiduciary Advisors, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 110.30%4.44%8.30%Q2 2014Q4 20173
Gs Investments, Inc. 330.00%0.00%0.00%Q1 2019Q3 20193
Richard C. Young & CO., LTD. 210.36%1.28%1.85%Q4 2018Q3 20193
AUA CAPITAL MANAGEMENT, LLC 330.06%0.09%0.10%Q4 2016Q2 20173
RESOLUTE FINANCIAL, LLC 330.22%0.26%0.32%Q2 2022Q4 20223
LBMC INVESTMENT ADVISORS, LLC 220.03%0.04%0.04%Q2 2018Q3 20182
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 221.18%1.20%1.22%Q1 2020Q2 20202
Holistic Financial Partners 220.01%0.01%0.01%Q4 2017Q1 20182
Asset Planning Services, Ltd. 220.01%0.01%0.02%Q2 2017Q3 20172
PORTOLA GROUP INC /CA 221.97%2.04%2.11%Q1 2015Q2 20152
Jupiter Wealth Management LLC 110.17%2.02%3.87%Q4 2019Q3 20232
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.01%0.02%Q2 2020Q4 20222
Tolleson Wealth Management, Inc. 220.37%0.44%0.51%Q3 2022Q4 20222
Occidental Asset Management, LLC 110.05%0.08%0.11%Q1 2020Q3 20232
Inscription Capital, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
ALTERNA WEALTH MANAGEMENT, INC 110.05%0.17%0.28%Q4 2018Q4 20202
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q1 20212
Sound View Wealth Advisors, LLC 220.06%0.07%0.08%Q4 2018Q1 20192
MPS Loria Financial Planners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Investment Research & Advisory Group, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
RHS Financial, LLC 220.14%0.15%0.16%Q3 2021Q4 20212
Advance Capital Management, Inc. 220.03%0.03%0.03%Q2 2023Q3 20232
Mattern Wealth Management LLC 220.12%0.12%0.13%Q1 2022Q2 20222
Progeny 3, Inc. 110.20%0.20%0.20%Q3 2015Q2 20202
AMP Capital Investors Ltd 220.08%0.15%0.21%Q3 2018Q4 20182
Old North State Trust, LLC 220.00%0.00%0.01%Q3 2018Q4 20182
Boston Standard Wealth Management, LLC 220.05%0.05%0.05%Q3 2023Q4 20232
DCF Advisers, LLC 110.09%0.12%0.15%Q2 2021Q4 20222
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Principal Street Partners, LLC 220.42%0.70%0.99%Q3 2019Q4 20192
Capital Advantage, Inc. 221.98%2.35%2.72%Q2 2020Q3 20202
CAAS CAPITAL MANAGEMENT LP 110.88%0.88%0.88%Q3 2023Q3 20232
Alpha Square Group S LLC 110.02%0.02%0.03%Q1 2022Q1 20222
FIDUCIARY SERVICES CORP/GA 220.09%0.10%0.12%Q4 2014Q1 20152
INR ADVISORY SERVICES LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Corvex Management LP 221.94%2.85%3.75%Q4 2014Q1 20152
Verger Capital Management LLC 227.56%8.66%9.76%Q4 2014Q1 20152
Paradigm, Strategies in Wealth Management, LLC 220.01%0.01%0.02%Q1 2021Q2 20212
Fortitude Advisory Group L.L.C. 220.03%0.03%0.04%Q4 2021Q1 20222
Fore Capital, LLC 110.85%1.38%1.91%Q1 2018Q4 20182
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20182
Biltmore Capital Advisors LLC 110.04%0.04%0.05%Q2 2021Q4 20212
Liberty Mutual Group Asset Management Inc. 220.03%0.03%0.03%Q1 2015Q2 20152
Warwick Investment Management, Inc. 222.47%2.55%2.63%Q2 2023Q3 20232
Southern Wealth Management, LLP 220.13%0.14%0.14%Q1 2022Q2 20222
MADDEN SECURITIES Corp 110.04%0.24%0.45%Q4 2019Q4 20222
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 220.00%0.00%0.00%Q4 2014Q1 20152
Sovarnum Capital L.P. 110.73%0.83%0.93%Q4 2017Q2 20182
Albar Capital Ltd 111.51%1.60%1.70%Q2 2021Q4 20222
Catalyst Wealth Management, LLC 221.86%1.96%2.05%Q4 2022Q1 20232
FSA Wealth Management LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Achievement Holdings L.P. 220.27%0.32%0.37%Q4 2014Q1 20152
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Strid Group, LLC 220.12%0.14%0.17%Q1 2016Q2 20162
Capital Bank & Trust Co 110.00%0.00%0.00%Q3 2019Q1 20202
INTREPID CAPITAL MANAGEMENT INC 220.09%0.10%0.10%Q2 2023Q3 20232
Bellwether Investment Group, LLC 110.01%0.01%0.01%Q2 2016Q4 20162
KENNICOTT CAPITAL MANAGEMENT LLC 220.22%0.23%0.25%Q1 2023Q2 20232
Coppell Advisory Solutions Corp. 220.08%0.09%0.10%Q4 2022Q1 20232
Paragon Wealth Strategies, LLC 114.36%4.83%5.31%Q4 2016Q2 20182
Pinnacle Family Advisors, LLC 110.20%0.31%0.42%Q2 2020Q3 20232
Emerald Acquisition Ltd. 220.02%0.02%0.02%Q2 2016Q3 20162
EisnerAmper Wealth Management Corporate Benefits, LLC 110.12%0.14%0.16%Q3 2022Q2 20232
BHF Kleinwort Benson Group S.A. 220.01%0.01%0.01%Q2 2014Q3 20142
Acorn Wealth Advisors, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
CARRONADE CAPITAL MANAGEMENT, LP 1113.35%14.57%15.78%Q4 2022Q2 20232
Perkins Coie Trust Co 110.00%0.01%0.02%Q1 2019Q3 20232
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 111.61%2.80%4.00%Q4 2014Q4 20152
PVG Asset Management 222.28%2.36%2.44%Q2 2015Q3 20152
Davis Capital Management 220.04%0.05%0.06%Q1 2020Q2 20202
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 223.06%3.16%3.26%Q1 2016Q2 20162
Asia Research & Capital Management Ltd 1125.10%25.40%25.70%Q2 2019Q4 20192
Kaizen Financial Strategies 220.60%0.95%1.31%Q4 2020Q1 20212
Knighthead Capital Management, LLC 110.45%1.37%2.30%Q1 2022Q4 20222
CONNABLE OFFICE INC 110.26%1.27%2.27%Q4 2015Q4 20202
Amiya Capital LLP 111.38%3.57%5.75%Q3 2013Q1 20142
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 220.28%0.96%1.64%Q4 2015Q1 20162
Front Row Advisors LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Verum Partners LLC 220.42%0.46%0.50%Q4 2022Q1 20232
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.20%0.25%0.29%Q4 2014Q4 20182
Fortis Capital Advisors, LLC 220.02%0.08%0.13%Q4 2022Q1 20232
Strategic Investment Solutions, Inc. /IL 110.01%0.01%0.01%Q1 2023Q3 20232
Windsor Financial Group, LLC 220.11%0.11%0.12%Q4 2013Q1 20142
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) 220.04%0.04%0.05%Q2 2016Q3 20162
AFT, FORSYTH & COMPANY, INC. 220.03%0.03%0.03%Q2 2013Q3 20132
Quad Capital Management Advisors LLC 110.00%0.18%0.35%Q3 2017Q1 20182
Twelve Points Wealth Management LLC 221.04%1.05%1.05%Q4 2021Q1 20222
Riverview Capital Advisers, LLC 220.09%0.09%0.09%Q4 2021Q1 20222
Garda Capital Partners LP 220.04%0.34%0.64%Q4 2022Q1 20232
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.03%0.06%Q4 2019Q2 20212
Icon Wealth Advisors, LLC 220.02%0.02%0.02%Q3 2022Q4 20222
COMPTON CAPITAL MANAGEMENT INC /RI 220.09%0.10%0.10%Q3 2019Q4 20192
Greenlight Capital 220.07%0.08%0.08%Q1 2022Q2 20222
Brainard Capital Management LLC 220.48%0.52%0.56%Q4 2022Q1 20232
BEL AIR INVESTMENT ADVISORS LLC 110.01%0.02%0.02%Q2 2021Q2 20212
Advanced Asset Management Advisors Inc 220.00%0.00%0.00%Q1 2022Q2 20222
Client First Capital LLC 220.30%2.03%3.76%Q4 2021Q1 20222
BAINCO INTERNATIONAL INVESTORS 110.20%0.57%0.94%Q4 2018Q4 20192
CAPITAL ONE FINANCIAL CORP 220.04%0.04%0.04%Q1 2020Q2 20202
MILESTONE ASSET MANAGEMENT, LLC 110.16%0.16%0.16%Q4 2022Q3 20232
Semus Wealth Partners LLC 220.27%0.32%0.36%Q4 2022Q1 20232
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
HOLDERNESS INVESTMENTS CO 220.10%0.11%0.12%Q2 2023Q3 20232
Gemmer Asset Management LLC 220.01%0.01%0.01%Q1 2014Q2 20142
WHV Investments, Inc. 110.12%0.16%0.19%Q4 2014Q3 20152
SUMMIT CAPITAL MANAGEMENT LLC 221.04%1.13%1.22%Q4 2015Q1 20162
Owen LaRue, LLC 220.25%0.56%0.86%Q2 2023Q3 20232
Moran Wealth Management, LLC 220.06%0.06%0.06%Q4 2022Q1 20232
Grey Fox Wealth Advisors, LLC 220.02%0.04%0.06%Q4 2022Q1 20232
MARIPAU WEALTH MANAGEMENT LLC 220.56%0.70%0.85%Q4 2021Q1 20222
BEACON TRUST CO 220.70%0.70%0.71%Q1 2013Q2 20132
Private Ocean, LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Salient Capital Advisors, LLC 220.01%0.01%0.01%Q2 2015Q3 20152
HARBOR CAPITAL ADVISORS, INC. 220.01%0.03%0.05%Q3 2023Q4 20232
Gleason Group, Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
Portman Square Capital LLP 220.77%1.54%2.31%Q2 2023Q3 20232
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q4 2018Q1 20192
PANORAMIC INVESTMENT ADVISORS, LLC 111.38%1.38%1.39%Q4 2022Q3 20232
Buck Wealth Strategies, LLC 220.01%0.02%0.04%Q2 2023Q3 20232
DRIEHAUS CAPITAL MANAGEMENT LLC 110.02%1.65%3.29%Q2 2013Q2 20162
FISCHER INVESTMENT STRATEGIES, LLC 222.02%2.17%2.32%Q2 2023Q3 20232
Quintium Advisors, LLC 220.00%0.76%1.52%Q4 2015Q1 20162
ORG Partners LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Nemes Rush Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Permanens Capital L.P. 110.08%0.10%0.13%Q1 2023Q3 20232
Impact Partnership Wealth, LLC 220.01%0.02%0.03%Q2 2023Q3 20232
UNION SAVINGS BANK 220.01%0.01%0.01%Q2 2023Q3 20232
Mandatum Life Insurance Co Ltd 222.43%2.50%2.56%Q4 2018Q1 20192
LAZARI CAPITAL MANAGEMENT, INC. 220.53%0.57%0.61%Q2 2023Q3 20232
SURIENCE PRIVATE WEALTH LLC 113.48%4.32%5.16%Q1 2022Q4 20222
Certus Wealth Management, LLC 220.52%0.94%1.36%Q2 2023Q3 20232
Paulson & Co. 220.58%0.63%0.67%Q4 2020Q1 20212
STRINGER ASSET MANAGEMENT, LLC 221.52%1.55%1.58%Q1 2021Q2 20212
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD 226.06%6.13%6.20%Q1 2015Q2 20152
Slocum, Gordon & Co LLP 220.01%0.01%0.01%Q2 2023Q3 20232
Lake Hills Wealth Management, LLC 221.97%2.00%2.02%Q2 2023Q3 20232
Amplius Wealth Advisors, LLC 110.01%0.03%0.05%Q4 2021Q3 20222
READYSTATE ASSET MANAGEMENT LP 220.06%0.17%0.28%Q2 2023Q3 20232
Leonard Green & Partners, L.P. 220.63%1.62%2.62%Q4 2020Q1 20212
Tennessee Valley Asset Management Partners 220.12%0.18%0.23%Q3 2022Q4 20222
Peoples Bank/KS 221.04%1.40%1.76%Q3 2023Q4 20232
BlueSky Wealth Advisors, LLC 220.05%0.05%0.05%Q2 2021Q3 20212
Warberg Asset Management LLC 110.24%0.27%0.31%Q3 2022Q3 20222
Consolidated Planning Corp 220.14%0.16%0.18%Q2 2023Q3 20232
IRON Financial LLC 111.76%2.30%2.84%Q1 2014Q4 20142
Capital CS Group, LLC 220.22%0.29%0.36%Q4 2021Q1 20222
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 220.00%0.09%0.17%Q4 2022Q1 20232
ROMANO BROTHERS AND COMPANY 110.03%0.04%0.05%Q4 2022Q3 20232
TB Alternative Assets Ltd. 220.20%0.27%0.35%Q4 2019Q1 20202
Trinity Financial Advisors LLC 220.23%0.29%0.35%Q2 2021Q3 20212
ADAMS NATURAL RESOURCES FUND, INC. 110.30%0.37%0.44%Q2 2019Q4 20202
Dynasty Wealth Management, LLC 220.58%0.75%0.93%Q2 2018Q3 20182
Banyan Partners, LLC 220.03%0.04%0.04%Q3 2013Q4 20132
Wilks Brothers, LLC 221.50%1.91%2.31%Q2 2018Q3 20182
Kingfisher Capital LLC 220.05%0.06%0.07%Q2 2023Q3 20232
Empowered Funds, LLC 220.40%0.52%0.64%Q4 2021Q1 20222
Select Equity Group, L.P. 220.00%0.01%0.03%Q4 2019Q1 20202
Diameter Capital Partners LP 116.79%15.67%24.54%Q1 2020Q4 20222
San Luis Wealth Advisors LLC 220.02%0.16%0.30%Q1 2022Q2 20222
Detwiler Fenton Investment Management LLC 220.29%0.32%0.36%Q4 2014Q1 20152
NORTHSTAR WEALTH PARTNERS LLC 220.31%0.36%0.40%Q1 2017Q2 20172
Diversified Trust Co 220.01%0.01%0.01%Q3 2023Q4 20232
BIP Wealth, LLC 110.02%0.02%0.02%Q1 2023Q3 20232
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 220.00%0.00%0.00%Q2 2013Q3 20132
LMCG INVESTMENTS, LLC 220.01%0.01%0.01%Q2 2014Q3 20142
WCG Management, L.P. 220.70%1.37%2.05%Q1 2015Q2 20152
STANCORP INVESTMENT ADVISERS INC 220.00%0.00%0.00%Q4 2014Q1 20152
Altman Advisors, Inc. 110.95%1.62%2.29%Q4 2017Q1 20212
Virtus ETF Advisers LLC 110.00%0.17%0.33%Q4 2016Q3 20182
Electron Capital Partners, LLC 110.26%2.05%3.84%Q1 2015Q3 20182
Maple Rock Capital Partners 1110.32%15.35%20.38%Q1 2022Q3 20222
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2021Q3 20222
PALLADIUM PARTNERS LLC 110.00%0.00%0.00%Q3 2013Q1 20142
Parkside Advisors LLC 110.07%0.08%0.09%Q4 2022Q3 20232
LOEWS CORP 220.01%0.03%0.05%Q4 2015Q1 20162
Horan Capital Advisors, LLC. 110.01%0.02%0.03%Q3 2017Q1 20192
Truepoint, Inc. 220.01%0.01%0.01%Q2 2022Q3 20222
FundX Investment Group, LLC 223.84%4.77%5.71%Q2 2014Q3 20142
Meritage Group LP 220.06%0.06%0.06%Q2 2013Q3 20132
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q2 20182
Alaska Permanent Capital Management 220.01%0.01%0.01%Q2 2023Q3 20232
Schonfeld Group Holdings LLC 111.42%2.15%2.87%Q3 2013Q4 20152
GARNET EQUITY CAPITAL HOLDINGS, INC. 220.50%0.54%0.58%Q1 2023Q2 20232
BRIGADE CAPITAL MANAGEMENT, LP 110.80%2.34%3.88%Q3 2014Q1 20162
SEAVIEW INVESTMENT MANAGERS LLC 220.03%0.03%0.03%Q3 2020Q4 20202
Matrix Capital Management Company, LP 220.58%1.01%1.44%Q4 2022Q1 20232
TradeLink Global Equity LLC 220.10%2.25%4.40%Q3 2014Q4 20142
VALINOR MANAGEMENT, L.P. 110.16%0.45%0.74%Q1 2016Q4 20162
Choate Investment Advisors 110.00%0.01%0.01%Q2 2022Q3 20232
XL Group Investments Ltd 221.91%2.69%3.46%Q4 2016Q1 20172
Pure Financial Advisors, LLC 110.01%0.09%0.18%Q4 2018Q4 20232
Gainplan LLC 110.29%0.41%0.53%Q4 2022Q3 20232
COLUMBIA ADVISORY PARTNERS LLC 220.38%0.39%0.41%Q4 2022Q1 20232
Taconic Capital Advisors LP 220.70%0.99%1.27%Q3 2021Q4 20212
Tairen Capital Ltd 110.16%4.06%7.95%Q3 2018Q1 20222
Arlington Partners LLC 110.00%2.51%5.02%Q4 2017Q4 20192
Forward Management, LLC 110.00%0.00%0.00%Q1 2014Q3 20142
Jolley Asset Management, LLC 110.01%0.02%0.04%Q4 2015Q3 20162
Bristol Advisors, LLC 110.00%0.00%0.01%Q1 2017Q1 20182
SUVRETTA CAPITAL MANAGEMENT, LLC 111.26%1.44%1.62%Q1 2022Q4 20222
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2017Q4 20182
COURIER CAPITAL LLC 220.31%0.36%0.40%Q2 2023Q3 20232
Fluent Financial, LLC 223.99%3.99%3.99%Q4 2020Q1 20212
Summit X, LLC 110.08%0.09%0.10%Q3 2022Q3 20232
Ullmann Wealth Partners Group, LLC 220.02%0.02%0.02%Q1 2017Q2 20172
INVESTMENT HOUSE LLC 110.03%0.03%0.03%Q4 2017Q4 20192
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 114.81%4.87%4.93%Q3 2017Q3 20172
Cypress Capital, LLC 220.03%0.03%0.03%Q1 2022Q2 20222
Perennial Advisors, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Acorn Advisory Capital L.P. 110.61%0.74%0.87%Q4 2017Q2 20182
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.01%Q4 2021Q3 20222
LEVIN CAPITAL STRATEGIES, L.P. 110.00%0.02%0.03%Q2 2023Q2 20232
Legacy Private Trust Co. 110.18%0.23%0.28%Q2 2014Q4 20222
STIFEL NICOLAUS & CO INC \MO\ 220.05%0.05%0.05%Q2 2013Q3 20132
INDUS CAPITAL PARTNERS, LLC 110.15%0.26%0.38%Q2 2014Q4 20152
Del Mar Asset Management, LP 220.11%0.18%0.25%Q2 2013Q3 20132
Caymus Capital Partners, L.P. 225.36%6.21%7.06%Q4 2013Q1 20142
David J Yvars Group 220.44%0.48%0.52%Q4 2022Q1 20232
SAWGRASS ASSET MANAGEMENT LLC 110.01%0.01%0.02%Q4 2016Q4 20202
Carnick & Kubik, LLC 110.00%0.00%0.01%Q3 2015Q1 20162
ELLINGTON MANAGEMENT GROUP LLC 220.00%1.04%2.08%Q4 2020Q1 20212
INSIGHT 2811, INC. 220.12%0.14%0.16%Q1 2022Q2 20222
CAPSTONE ASSET MANAGEMENT CO 110.04%0.07%0.11%Q4 2013Q2 20142
CHILTON INVESTMENT CO INC. 220.36%0.36%0.36%Q4 2014Q1 20152
Bragg Financial Advisors, Inc 220.01%0.01%0.01%Q2 2023Q3 20232
Stellar Capital Management, LLC 220.14%0.18%0.23%Q3 2018Q4 20182
Catalyst Capital Advisors LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Round Rock Advisors, LLC 220.09%0.15%0.21%Q1 2022Q2 20222
Segantii Capital Management Ltd 110.08%0.92%1.77%Q1 2020Q1 20222
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Samalin Investment Counsel, LLC 110.01%0.08%0.16%Q4 2019Q4 20222
BBT Capital Management, LLC 110.11%0.24%0.38%Q1 2014Q3 20142
Townsend & Associates, Inc 220.00%0.00%0.00%Q2 2018Q3 20182
Chescapmanager LLC 223.36%5.48%7.61%Q2 2022Q3 20222
Watershed Asset Management, L.L.C. 221.88%2.16%2.44%Q4 2014Q1 20152
DIXON HUBARD FEINOUR & BROWN INC/VA 220.03%0.04%0.04%Q1 2022Q2 20222
Cooperatieve Rabobank U.A. 220.12%0.12%0.13%Q2 2013Q3 20132
Connective Capital Management, LLC 224.12%6.83%9.53%Q1 2016Q2 20162
DAVIDSON INVESTMENT ADVISORS 110.02%0.03%0.03%Q4 2020Q3 20232
Capasso Planning Partners LLC 220.16%0.17%0.18%Q4 2021Q1 20222
CLEAR INVESTMENT RESEARCH, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
INVERNESS COUNSEL LLC /NY/ 110.01%0.04%0.06%Q1 2022Q3 20222
AZENTUS CAPITAL MANAGEMENT Ltd 2217.84%57.36%96.88%Q2 2015Q3 20152
GoldenTree Asset Management 224.89%5.79%6.68%Q3 2021Q4 20212
PRECEPT MANAGEMENT LLC 112.05%2.84%3.64%Q3 2019Q3 20212
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 110.01%0.01%0.01%Q4 2022Q3 20232
Nadler Financial Group, Inc. 220.18%0.18%0.18%Q2 2014Q3 20142
DeDora Capital, Inc. 110.05%0.12%0.19%Q2 2018Q1 20222
SNOW CAPITAL MANAGEMENT LP 110.03%0.03%0.03%Q4 2015Q4 20182
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 220.00%0.02%0.03%Q3 2019Q4 20192
WS MANAGEMENT LLLP 110.58%0.58%0.58%Q2 2022Q2 20222
Family Management Corp 110.00%0.01%0.01%Q2 2021Q1 20222
SWMG, LLC 220.14%0.14%0.15%Q1 2023Q2 20232
CBIZ Investment Advisory Services, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Tech Square Trading LP 220.59%1.08%1.56%Q4 2018Q1 20192
Kinloch Capital, LLC 110.00%0.10%0.20%Q4 2020Q2 20222
Valley Brook Capital Group, Inc. 220.00%0.00%0.01%Q4 2020Q1 20212
ADVENT CAPITAL MANAGEMENT /DE/ 110.00%0.00%0.00%Q3 2014Q1 20162
SkyOak Wealth, LLC 221.70%1.73%1.76%Q1 2021Q2 20212
Stonehage Fleming Financial Services Holdings Ltd 220.00%0.01%0.02%Q2 2023Q3 20232
HILLTOP WEALTH ADVISORS, LLC 226.12%7.04%7.96%Q2 2020Q3 20202
Integer Wealth Advisors Group LLC 110.93%0.93%0.93%Q4 2019Q4 20191
Outlook Wealth Advisors, LLC 110.24%0.24%0.24%Q4 2018Q4 20181
Susquehanna International Securities, Ltd. 110.76%0.76%0.76%Q3 2023Q3 20231
Stokes Family Office, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
IFS Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Questar Asset Management, Inc. 110.86%0.86%0.86%Q4 2018Q4 20181
Marks Group Wealth Management, Inc 110.03%0.03%0.03%Q4 2020Q4 20201
Pasadena Private Wealth, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Legacy Wealth Planning, LLC 111.40%1.40%1.40%Q2 2022Q2 20221
NKCFO LLC 111.13%1.13%1.13%Q4 2022Q4 20221
Reitz Capital Advisors LLC 110.02%0.02%0.02%Q2 2020Q2 20201
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Houlihan Financial Resource Group, Ltd. 110.01%0.01%0.01%Q3 2020Q3 20201
Dougherty Wealth Advisers LLC 110.00%0.00%0.00%Q3 2021Q3 20211
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Wambolt & Associates, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
One68 Global Capital, LLC 111.99%1.99%1.99%Q3 2020Q3 20201
Heritage Financial Services, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Sepio Capital, LP 110.20%0.20%0.20%Q4 2020Q4 20201
Antara Capital LP 110.30%0.30%0.30%Q2 2022Q2 20221
INHERENT GROUP, LP 110.79%0.79%0.79%Q3 2022Q3 20221
Spartan Planning & Wealth Management 110.04%0.04%0.04%Q3 2023Q3 20231
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
LITTLE HOUSE CAPITAL LLC 111.11%1.11%1.11%Q1 2021Q1 20211
Brand Asset Management Group, Inc. 110.02%0.02%0.02%Q3 2018Q3 20181
Regent Peak Wealth Advisors LLC 110.02%0.02%0.02%Q4 2020Q4 20201
All Season Financial Advisors, Inc. 110.44%0.44%0.44%Q2 2021Q2 20211
Vident Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
TOMS Capital Investment Management LP 1119.19%19.19%19.19%Q2 2022Q2 20221
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Farmers & Merchants Trust Co of Long Beach 110.09%0.09%0.09%Q1 2019Q1 20191
Quaker Wealth Management, LLC 110.31%0.31%0.31%Q3 2021Q3 20211
Clearshares LLC 110.59%0.59%0.59%Q1 2020Q1 20201
Rossmore Private Capital 110.24%0.24%0.24%Q4 2017Q4 20171
SHELL ASSET MANAGEMENT CO 110.71%0.71%0.71%Q1 2016Q1 20161
Kerntke Otto McGlone Wealth Management Group 110.19%0.19%0.19%Q4 2022Q4 20221
CNB Bank 110.00%0.00%0.00%Q4 2017Q4 20171
CastleArk Alternatives, LLC 118.24%8.24%8.24%Q4 2020Q4 20201
Resource Management, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Financial Services Advisory Inc 113.55%3.55%3.55%Q4 2017Q4 20171
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Newport Wealth Strategies, Inc. 110.28%0.28%0.28%Q2 2018Q2 20181
AWM CAPITAL, LLC 110.19%0.19%0.19%Q1 2023Q1 20231
Rinkey Investments 110.03%0.03%0.03%Q4 2021Q4 20211
Amitell Capital Pte Ltd 1110.54%10.54%10.54%Q2 2022Q2 20221
Cartenna Capital, LP 113.08%3.08%3.08%Q2 2021Q2 20211
Vanguard Capital Wealth Advisors 110.32%0.32%0.32%Q2 2019Q2 20191
Athanor Capital, LP 110.42%0.42%0.42%Q2 2020Q2 20201
Luken Investment Analytics, LLC 112.67%2.67%2.67%Q4 2020Q4 20201
MPI INVESTMENT MANAGEMENT, INC. 112.06%2.06%2.06%Q4 2017Q4 20171
VIRIDIAN RIA, LLC 113.57%3.57%3.57%Q3 2018Q3 20181
FIDUCIENT ADVISORS LLC 110.50%0.50%0.50%Q3 2023Q3 20231
Veracity Capital LLC 110.59%0.59%0.59%Q4 2019Q4 20191
Sentinus, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
Capstone Triton Financial Group, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Stordahl Capital Management, Inc. 110.09%0.09%0.09%Q1 2019Q1 20191
Landmark Wealth Management, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Atalaya Capital Management LP 114.74%4.74%4.74%Q4 2021Q4 20211
Legacy Wealth Partners, Inc. 110.84%0.84%0.84%Q2 2020Q2 20201
Affiance Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Sawyer & Company, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Horizon Wealth Management, LLC 111.40%1.40%1.40%Q3 2023Q3 20231
Islet Management, LP 112.91%2.91%2.91%Q2 2022Q2 20221
Centenus Global Management, LP 110.48%0.48%0.48%Q3 2018Q3 20181
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Diametric Capital, LP 110.18%0.18%0.18%Q3 2020Q3 20201
AF Advisors, Inc. 110.15%0.15%0.15%Q4 2019Q4 20191
Arlington Financial Advisors, LLC 110.32%0.32%0.32%Q4 2020Q4 20201
PACES FERRY WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Geneva Partners, LLC 110.16%0.16%0.16%Q2 2021Q2 20211
Amia Capital LLP 110.37%0.37%0.37%Q4 2021Q4 20211
State of Wyoming 110.01%0.01%0.01%Q2 2022Q2 20221
Peak Capital Management LLC 110.19%0.19%0.19%Q2 2017Q2 20171
Oak Point Wealth Management 111.03%1.03%1.03%Q1 2018Q1 20181
CONNORS INVESTOR SERVICES INC 110.04%0.04%0.04%Q3 2017Q3 20171
BCGM Wealth Management, LLC 110.78%0.78%0.78%Q1 2022Q1 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
Ridgewood Investments LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Synergy Asset Management, LLC 110.43%0.43%0.43%Q3 2023Q3 20231
CATALYST PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
JEPPSON WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Pinnacle Wealth Advisors 110.06%0.06%0.06%Q2 2021Q2 20211
RITHOLTZ WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2023Q3 20231
Financial Advisors Network, Inc. 110.04%0.04%0.04%Q4 2016Q4 20161
Newfoundland Capital Management 110.65%0.65%0.65%Q1 2021Q1 20211
Legacy Financial Group LLC 110.02%0.02%0.02%Q3 2023Q3 20231
LWM Advisory Services, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Thai Life Insurance PCL. 111.66%1.66%1.66%Q4 2016Q4 20161
Wealthgate Family Office, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
CastleKnight Management LP 110.20%0.20%0.20%Q3 2022Q3 20221
Maxi Investments CY Ltd 112.04%2.04%2.04%Q2 2022Q2 20221
Hemington Wealth Management 110.08%0.08%0.08%Q2 2023Q2 20231
Murchinson Ltd. 111.16%1.16%1.16%Q3 2023Q3 20231
Sicart Associates LLC 112.66%2.66%2.66%Q4 2020Q4 20201
Mascoma Wealth Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Mitsubishi UFJ Asset Management (UK) Ltd. 111.15%1.15%1.15%Q1 2021Q1 20211
Harvest Fund Management Co., Ltd 110.01%0.01%0.01%Q4 2016Q4 20161
CABANA LLC 119.45%9.45%9.45%Q4 2018Q4 20181
MFA WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Pinz Capital Management, LP 111.67%1.67%1.67%Q2 2022Q2 20221
JD Financial Services Inc. 113.02%3.02%3.02%Q4 2021Q4 20211
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Reby Advisors, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Glen Point Capital LLP 1110.42%10.42%10.42%Q4 2017Q4 20171
NEW AMSTERDAM PARTNERS LLC/NY 110.05%0.05%0.05%Q4 2015Q4 20151
WEST BANCORPORATION INC 110.00%0.00%0.00%Q2 2022Q2 20221
Mint Tower Capital Management B.V. 110.14%0.14%0.14%Q3 2023Q3 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
Union Square Park Capital Management, LLC 112.19%2.19%2.19%Q4 2021Q4 20211
Coastal Bridge Advisors, LLC 110.42%0.42%0.42%Q4 2019Q4 20191
Highland Private Wealth Management 110.49%0.49%0.49%Q1 2018Q1 20181
Cardan Capital Partners, LLC 110.55%0.55%0.55%Q1 2017Q1 20171
CORNERSTONE ADVISORS INC 110.00%0.00%0.00%Q4 2021Q4 20211
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q1 2020Q1 20201
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MADRONA FUNDS, LLC 111.45%1.45%1.45%Q3 2019Q3 20191
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Key Square Capital Management LLC 111.09%1.09%1.09%Q3 2021Q3 20211
Sterling Financial Planning, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
Leverage Partners Absolute Return Fund SPC 111.09%1.09%1.09%Q1 2022Q1 20221
Cannon Global Investment Management, LLC 110.72%0.72%0.72%Q3 2021Q3 20211
Klingman & Associates, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
Oribel Capital Management, LP 112.84%2.84%2.84%Q2 2022Q2 20221
Econ Financial Services Corp 112.30%2.30%2.30%Q4 2021Q4 20211
Deane Retirement Strategies, Inc. 113.09%3.09%3.09%Q4 2019Q4 20191
Orgel Wealth Management, LLC 110.25%0.25%0.25%Q4 2015Q4 20151
Grand Central Investment Group 113.48%3.48%3.48%Q4 2020Q4 20201
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 1183.77%83.77%83.77%Q3 2015Q3 20151
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
CMH Wealth Management LLC 110.31%0.31%0.31%Q4 2018Q4 20181
Julex Capital Management, LLC 117.58%7.58%7.58%Q1 2019Q1 20191
Urban Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Teza Capital Management LLC 110.41%0.41%0.41%Q4 2016Q4 20161
Crestone Asset Management LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Ken Stern & Associates, Inc. 111.65%1.65%1.65%Q3 2018Q3 20181
Lifestyle Asset Management, Inc. 110.88%0.88%0.88%Q4 2022Q4 20221
ANTIPODES PARTNERS Ltd 112.55%2.55%2.55%Q4 2020Q4 20201
Privium Fund Management (UK) Ltd 110.46%0.46%0.46%Q1 2021Q1 20211
Cleary Gull Holdings Inc. 110.04%0.04%0.04%Q1 2016Q1 20161
Governors Lane LP 110.50%0.50%0.50%Q4 2018Q4 20181
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
SITTNER & NELSON, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BRASADA CAPITAL MANAGEMENT, LP 110.02%0.02%0.02%Q1 2018Q1 20181
Mariner Wealth Advisors-NYC, LLC 110.05%0.05%0.05%Q1 2015Q1 20151
DAVIS R M INC 110.02%0.02%0.02%Q1 2014Q1 20141
OUTFITTER FINANCIAL LLC 110.00%0.00%0.00%Q4 2021Q4 20211
LGT CAPITAL PARTNERS LTD. 110.14%0.14%0.14%Q1 2015Q1 20151
RWQ Financial Management Services, Inc. 112.98%2.98%2.98%Q4 2022Q4 20221
Financial Enhancement Group LLC 110.85%0.85%0.85%Q3 2023Q3 20231
Farmer Steven Patrick 110.04%0.04%0.04%Q2 2022Q2 20221
InTrack Investment Management Inc 110.16%0.16%0.16%Q3 2021Q3 20211
Steamboat Capital Partners, LLC 110.35%0.35%0.35%Q1 2016Q1 20161
Robbins Farley 110.00%0.00%0.00%Q4 2021Q4 20211
BKS ADVISORS, LLC 110.06%0.06%0.06%Q3 2016Q3 20161
CHILDRESS CAPITAL ADVISORS, LLC 110.20%0.20%0.20%Q4 2020Q4 20201
Hedeker Wealth, LLC 110.02%0.02%0.02%Q2 2015Q2 20151
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Concentric Capital Strategies, LP 110.16%0.16%0.16%Q2 2023Q2 20231
Price Capital Management, Inc. 1123.38%23.38%23.38%Q3 2017Q3 20171
Colony Family Offices, LLC 110.10%0.10%0.10%Q1 2023Q1 20231
DARK FOREST CAPITAL MANAGEMENT LP 110.11%0.11%0.11%Q3 2023Q3 20231
January Capital Advisors LLC 111.48%1.48%1.48%Q4 2021Q4 20211
Godshalk Welsh Capital Management, Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
Connectus Wealth, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Guardian Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 110.01%0.01%0.01%Q1 2022Q1 20221
SEIZERT CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Lauer Wealth, LLC 113.10%3.10%3.10%Q1 2023Q1 20231
Deuterium Capital Management, LLC 111.09%1.09%1.09%Q3 2023Q3 20231
Summit Financial Strategies, Inc. 110.05%0.05%0.05%Q2 2022Q2 20221
Strategic Capital Alternatives LLC 110.02%0.02%0.02%Q3 2015Q3 20151
CSM Advisors, LLC 110.98%0.98%0.98%Q2 2021Q2 20211
Regency Capital Management Inc.\DE 110.53%0.53%0.53%Q1 2021Q1 20211
OLD DOMINION CAPITAL MANAGEMENT INC 110.09%0.09%0.09%Q2 2020Q2 20201
NSI Retail Advisors, LLC 112.10%2.10%2.10%Q2 2021Q2 20211
SELDON CAPITAL LP 110.48%0.48%0.48%Q2 2023Q2 20231
Crawford Lake Capital Management, LLC 113.97%3.97%3.97%Q2 2019Q2 20191
Elite Wealth Management, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
FolioMetrix LLC 112.72%2.72%2.72%Q2 2015Q2 20151
McNamara Financial Services, Inc. 110.07%0.07%0.07%Q3 2022Q3 20221
VIRGINIA RETIREMENT SYSTEM 110.07%0.07%0.07%Q1 2016Q1 20161
Goldstream Capital Management Ltd 110.10%0.10%0.10%Q1 2022Q1 20221
CHARTWELL INVESTMENT PARTNERS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
DUPONT CAPITAL MANAGEMENT CORP 110.08%0.08%0.08%Q2 2014Q2 20141
Boussard & Gavaudan Investment Management LLP 110.43%0.43%0.43%Q2 2015Q2 20151
BTC Capital Management, Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
Hitchwood Capital Management LP 110.84%0.84%0.84%Q4 2022Q4 20221
Pariax, LLC 113.81%3.81%3.81%Q4 2021Q4 20211
Lunt Capital Management, Inc. 110.36%0.36%0.36%Q3 2023Q3 20231
Heirloom Wealth Management 111.62%1.62%1.62%Q4 2022Q4 20221
McElhenny Sheffield Capital Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
SCHOLTZ & COMPANY, LLC 111.06%1.06%1.06%Q3 2022Q3 20221
FCF Advisors LLC 111.34%1.34%1.34%Q1 2020Q1 20201
First Trust Capital Management L.P. 111.58%1.58%1.58%Q4 2017Q4 20171
Polus Capital Management Ltd 119.64%9.64%9.64%Q1 2023Q1 20231
NorthCrest Asset Manangement, LLC 110.26%0.26%0.26%Q4 2021Q4 20211
Lighthouse Investment Partners, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
VISTA FINANCE, LLC 111.73%1.73%1.73%Q3 2023Q3 20231
Peninsula Wealth, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Greenland Capital Management LP 110.05%0.05%0.05%Q3 2023Q3 20231
Trustees of Dartmouth College 110.04%0.04%0.04%Q4 2018Q4 20181
NewFocus Financial Group, LLC 110.18%0.18%0.18%Q4 2015Q4 20151
Carmel Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Naya Management LLP 111.27%1.27%1.27%Q1 2015Q1 20151
Hartree Partners, LP 111.06%1.06%1.06%Q2 2020Q2 20201
MUFG Securities EMEA plc 110.94%0.94%0.94%Q4 2014Q4 20141
Somerset Trust Co 110.01%0.01%0.01%Q1 2019Q1 20191
Napier Park Global Capital (US) LP 113.38%3.38%3.38%Q3 2016Q3 20161
Henrickson Nauta Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
SHELTON WEALTH MANAGEMENT, LLC 110.70%0.70%0.70%Q1 2022Q1 20221
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FOREFRONT WEALTH MANAGEMENT INC. 110.42%0.42%0.42%Q2 2022Q2 20221
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Sound Point Capital Management, LP 111.57%1.57%1.57%Q1 2016Q1 20161
LOGAN CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q3 2018Q3 20181
TELEMUS CAPITAL, LLC 110.06%0.06%0.06%Q3 2013Q3 20131
Dixon Hughes Goodman Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
EQUITEC SPECIALISTS, LLC 110.13%0.13%0.13%Q3 2015Q3 20151
ARGENTIERE CAPITAL AG 110.16%0.16%0.16%Q1 2015Q1 20151
Shore Point Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
UDINE WEALTH MANAGEMENT, INC. 110.61%0.61%0.61%Q4 2021Q4 20211
Blackhawk Capital Partners LLC. 110.63%0.63%0.63%Q2 2018Q2 20181
Hefren-Tillotson, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
South Ferry Capital Management, L.P. 114.15%4.15%4.15%Q1 2015Q1 20151
STALEY CAPITAL ADVISERS INC 110.26%0.26%0.26%Q3 2015Q3 20151
Canoe Financial LP 110.00%0.00%0.00%Q1 2023Q1 20231
EdgeRock Capital LLC 110.02%0.02%0.02%Q3 2022Q3 20221
AGRAN LIBBIE 110.01%0.01%0.01%Q4 2016Q4 20161
Pinnacle Private Wealth, LLC 110.14%0.14%0.14%Q2 2022Q2 20221
Lyon Street Capital, LLC 110.43%0.43%0.43%Q2 2020Q2 20201
Integrity Advisory, LLC 110.26%0.26%0.26%Q3 2022Q3 20221
SFG Wealth Management, LLC. 110.59%0.59%0.59%Q3 2023Q3 20231
Gould Capital, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
PRING TURNER CAPITAL GROUP INC 110.01%0.01%0.01%Q4 2013Q4 20131
Prudence Investment Management (Hong Kong) Ltd. 110.12%0.12%0.12%Q4 2021Q4 20211
CFS, LLC 111.43%1.43%1.43%Q4 2014Q4 20141
Nauset Wealth Management. LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Princeton Portfolio Strategies Group LLC 110.12%0.12%0.12%Q2 2015Q2 20151
Lourd Capital, LLC 110.05%0.05%0.05%Q1 2015Q1 20151
Spectrum Financial Alliance Ltd LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Panning Capital Management, LP 116.38%6.38%6.38%Q3 2014Q3 20141
Desjardins Global Asset Management Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
GHE, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Regent Investment Management LLC 110.26%0.26%0.26%Q2 2014Q2 20141
Slate Path Capital LP 116.46%6.46%6.46%Q1 2018Q1 20181
Confluence Wealth Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Vulcan Value Partners, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Saltoro Capital, LP 110.03%0.03%0.03%Q3 2021Q3 20211
5th Street Advisors, LLC 115.07%5.07%5.07%Q1 2022Q1 20221
Sterling Global Strategies LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Stone Toro Investment Advisers, LP 110.31%0.31%0.31%Q1 2014Q1 20141
BluePath Capital Management, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Carroll Investors, Inc 110.01%0.01%0.01%Q1 2022Q1 20221
EAGLE ROCK INVESTMENT COMPANY, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Smith & Howard Wealth Management, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Richwood Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Verity & Verity, LLC 111.61%1.61%1.61%Q2 2020Q2 20201
Quent Capital, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
NEXT Financial Holdings 110.14%0.14%0.14%Q1 2019Q1 20191
Mystic Asset Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Myriad Asset Management Ltd. 114.26%4.26%4.26%Q3 2018Q3 20181
Onex Canada Asset Management Inc. 110.08%0.08%0.08%Q2 2019Q2 20191
SCHF (GPE), LLC 112.61%2.61%2.61%Q4 2019Q4 20191
Candriam S.C.A. 110.02%0.02%0.02%Q3 2015Q3 20151
Doman Group, LLC 110.24%0.24%0.24%Q4 2021Q4 20211
MOSELEY INVESTMENT MANAGEMENT INC 110.16%0.16%0.16%Q2 2022Q2 20221
My Personal CFO, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Jackson Wealth Management, LLC 112.09%2.09%2.09%Q4 2022Q4 20221
Commonwealth Financial Services, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
MKD WEALTH COACHES, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Retireful, LLC 110.79%0.79%0.79%Q2 2023Q2 20231
Kraft, Davis & Associates, LLC 113.14%3.14%3.14%Q4 2022Q4 20221
LOWERY THOMAS, LLC 110.24%0.24%0.24%Q4 2022Q4 20221
Hutchens & Kramer Investment Management Group, LLC 110.42%0.42%0.42%Q2 2022Q2 20221
WorthPointe, LLC 112.27%2.27%2.27%Q4 2021Q4 20211
Aletheian Wealth Advisors LLC 110.53%0.53%0.53%Q4 2022Q4 20221
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Angeles Investment Advisors, LLC 111.92%1.92%1.92%Q3 2023Q3 20231
FSC Wealth Advisors, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Logan Stone Capital, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Lansing Street Advisors 110.00%0.00%0.00%Q1 2022Q1 20221
EHP Funds Inc. 114.89%4.89%4.89%Q3 2023Q3 20231
Range Financial Group LLC 110.33%0.33%0.33%Q4 2022Q4 20221
Nokota Management, LP 112.02%2.02%2.02%Q1 2017Q1 20171
Berkshire Money Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Nationwide Fund Advisors 110.00%0.00%0.00%Q1 2016Q1 20161
Alpine Group USVI, LLC 110.47%0.47%0.47%Q2 2017Q2 20171
Gallagher Benefit Services, Inc. 110.15%0.15%0.15%Q4 2022Q4 20221
GAVEA INVESTIMENTOS LTDA 112.03%2.03%2.03%Q2 2015Q2 20151
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q3 2023Q3 20231
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 110.00%0.00%0.00%Q4 2014Q4 20141
FREEDOM WEALTH ALLIANCE, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Vertex Planning Partners, LLC 110.17%0.17%0.17%Q4 2022Q4 20221
FSM Wealth Advisors, LLC 110.14%0.14%0.14%Q1 2023Q1 20231
LFS ASSET MANAGEMENT 110.18%0.18%0.18%Q2 2022Q2 20221
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MSD Partners, L.P. 1110.82%10.82%10.82%Q2 2014Q2 20141
ACUTE INVESTMENT ADVISORY, LLC 111.08%1.08%1.08%Q4 2021Q4 20211
Strata Wealth Advisors, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
CHASE INVESTMENT COUNSEL CORP 110.13%0.13%0.13%Q4 2019Q4 20191
SPROTT INC. 110.01%0.01%0.01%Q1 2020Q1 20201
Hibernia Wealth Partners, LLC 110.40%0.40%0.40%Q3 2023Q3 20231
Cardinal Point Capital Management, ULC 110.12%0.12%0.12%Q1 2023Q1 20231
GOULD ASSET MANAGEMENT LLC /CA/ 111.01%1.01%1.01%Q2 2014Q2 20141
GUARDIAN CAPITAL ADVISORS LP 110.51%0.51%0.51%Q3 2023Q3 20231
ETRADE Capital Management LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Investidor Profissional Gestao de Recursos Ltda. 110.10%0.10%0.10%Q3 2023Q3 20231
SMITH ASSET MANAGEMENT GROUP LP 110.00%0.00%0.00%Q1 2020Q1 20201
KINGDON CAPITAL MANAGEMENT, L.L.C. 110.36%0.36%0.36%Q4 2016Q4 20161
BREMER TRUST NATIONAL ASSOCIATION 110.90%0.90%0.90%Q4 2018Q4 20181
Blue Investment Partners LLC 112.05%2.05%2.05%Q3 2023Q3 20231
ADVISOR CONSULTANT NETWORK INC 110.06%0.06%0.06%Q3 2016Q3 20161
MAPLELANE CAPITAL, LLC 112.52%2.52%2.52%Q4 2022Q4 20221
FIRST NATIONAL BANK SIOUX FALLS 110.05%0.05%0.05%Q3 2016Q3 20161
Align Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
HARVARD MANAGEMENT CO INC 110.51%0.51%0.51%Q2 2016Q2 20161
GABELLI FUNDS LLC 110.00%0.00%0.00%Q4 2018Q4 20181
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.15%0.15%0.15%Q4 2022Q4 20221
HARTFORD INVESTMENT MANAGEMENT CO 111.19%1.19%1.19%Q4 2022Q4 20221
Silver Bridge Capital Management LLC 110.08%0.08%0.08%Q2 2013Q2 20131
SILVER OAK SECURITIES, INCORPORATED 110.16%0.16%0.16%Q4 2022Q4 20221
Family Capital Management, Inc. 110.15%0.15%0.15%Q3 2023Q3 20231
Kaydan Wealth Management, Inc. 1111.94%11.94%11.94%Q3 2023Q3 20231
Woodbine Capital Advisors LP 118.49%8.49%8.49%Q1 2014Q1 20141
MRP Capital Investments, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
WESTERN FINANCIAL Corp 110.14%0.14%0.14%Q1 2022Q1 20221
Ipsen Advisor Group LLC 111.12%1.12%1.12%Q4 2022Q4 20221
LWMG, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
KNIGHT CAPITAL GROUP LLC 110.06%0.06%0.06%Q2 2013Q2 20131
Quarry LP 111.01%1.01%1.01%Q3 2023Q3 20231
DAVIDSON KEMPNER PARTNERS 110.19%0.19%0.19%Q1 2023Q1 20231
WELCH & FORBES LLC 110.00%0.00%0.00%Q2 2023Q2 20231
PENSECO FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q3 2013Q3 20131
SANDERS MORRIS HARRIS LLC 110.08%0.08%0.08%Q1 2016Q1 20161
Orca Investment Management, LLC 111.34%1.34%1.34%Q2 2015Q2 20151
BOSTON FINANCIAL MANGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q4 2019Q4 20191
West Tower Group, LLC 110.29%0.29%0.29%Q2 2023Q2 20231
GRIES FINANCIAL LLC 110.19%0.19%0.19%Q3 2023Q3 20231
ATWOOD & PALMER INC 110.00%0.00%0.00%Q4 2016Q4 20161
LITTLEJOHN & CO LLC 110.01%0.01%0.01%Q4 2021Q4 20211
P SCHOENFELD ASSET MANAGEMENT LP 110.29%0.29%0.29%Q2 2022Q2 20221
NISA INVESTMENT ADVISORS, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
FFG RETIREMENT ADVISORS LLC 110.34%0.34%0.34%Q4 2022Q4 20221
CONTINUUM WEALTH ADVISORS, LLC 112.17%2.17%2.17%Q4 2022Q4 20221
Authentikos Wealth Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
iA Global Asset Management Inc. 111.00%1.00%1.00%Q3 2023Q3 20231
Alpha Financial Advisors, LLC 110.14%0.14%0.14%Q1 2023Q1 20231
Consolidated Portfolio Review Corp 110.14%0.14%0.14%Q3 2023Q3 20231
Energy Opportunities Capital Management, LLC 110.84%0.84%0.84%Q2 2020Q2 20201
PCA Investment Advisory Services Inc. 110.07%0.07%0.07%Q2 2023Q2 20231
ELEVATUS WELATH MANAGEMENT 110.20%0.20%0.20%Q3 2023Q3 20231
Key Bridge Compliance, LLC 110.44%0.44%0.44%Q3 2023Q3 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
SYKON CAPITAL LLC 111.35%1.35%1.35%Q3 2023Q3 20231
LJI Wealth Management, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Prosperity Wealth Management, Inc. 110.21%0.21%0.21%Q4 2022Q4 20221
JHL Capital Group LLC 114.17%4.17%4.17%Q4 2014Q4 20141
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
SPHERA FUNDS MANAGEMENT LTD. 110.81%0.81%0.81%Q1 2014Q1 20141
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
FARR MILLER & WASHINGTON LLC/DC 110.05%0.05%0.05%Q4 2019Q4 20191
STEPH & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Anson Funds Management LP 110.34%0.34%0.34%Q3 2022Q3 20221
Corundum Group, Inc. 110.18%0.18%0.18%Q4 2020Q4 20201
United Community Bank 110.03%0.03%0.03%Q3 2023Q3 20231
MDE Group 110.05%0.05%0.05%Q2 2014Q2 20141
Highstreet Asset Management Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
ESSEX INVESTMENT MANAGEMENT CO LLC 110.03%0.03%0.03%Q3 2018Q3 20181
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 110.42%0.42%0.42%Q3 2013Q3 20131
Westover Capital Advisors, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Van Cleef Asset Management,Inc 110.94%0.94%0.94%Q4 2019Q4 20191
Thornmark Asset Management Inc. 110.87%0.87%0.87%Q4 2014Q4 20141
AlphaOne Investment Services, LLC 110.55%0.55%0.55%Q1 2019Q1 20191
BARROW HANLEY MEWHINNEY & STRAUSS LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Smith, Salley & Associates 110.02%0.02%0.02%Q3 2021Q3 20211
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 110.04%0.04%0.04%Q4 2019Q4 20191
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q2 2016Q2 20161
Morningstar Investment Services LLC 110.01%0.01%0.01%Q3 2020Q3 20201
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.22%0.22%0.22%Q2 2015Q2 20151
ZEKE CAPITAL ADVISORS, LLC 110.06%0.06%0.06%Q4 2017Q4 20171
COWEN INC. 110.10%0.10%0.10%Q1 2013Q1 20131
B. Riley Financial, Inc. 110.09%0.09%0.09%Q3 2018Q3 20181
SCHARF INVESTMENTS, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
TIGER MANAGEMENT L.L.C. 110.23%0.23%0.23%Q3 2018Q3 20181
First Allied Asset Management, Inc. 110.03%0.03%0.03%Q2 2014Q2 20141
ADVISOR PARTNERS LLC 110.01%0.01%0.01%Q1 2022Q1 20221
GETCO Holding Company, LLC 110.17%0.17%0.17%Q2 2013Q2 20131
Alyeska Investment Group, L.P. 111.34%1.34%1.34%Q1 2015Q1 20151
Ally Financial Inc. 110.73%0.73%0.73%Q3 2023Q3 20231
Jeereddi Investments, LP 111.48%1.48%1.48%Q2 2022Q2 20221
CAPITAL ONE, NATIONAL ASSOCIATION 110.21%0.21%0.21%Q4 2019Q4 20191
Eagle Ridge Investment Management 110.12%0.12%0.12%Q4 2015Q4 20151
Senator Investment Group LP 112.03%2.03%2.03%Q3 2023Q3 20231
CEDAR HILL ASSOCIATES, LLC 110.32%0.32%0.32%Q4 2018Q4 20181
Loeb Offshore Management LP 110.01%0.01%0.01%Q1 2014Q1 20141
MONTAG & CALDWELL, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
CANTOR FITZGERALD, L. P. 110.01%0.01%0.01%Q2 2023Q2 20231
BESSEMER SECURITIES LLC 111.48%1.48%1.48%Q3 2015Q3 20151
CQS Cayman LP 110.07%0.07%0.07%Q3 2015Q3 20151
OLD MISSION CAPITAL, LLC 110.15%0.15%0.15%Q4 2020Q4 20201
Capital Directions Investment Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
ALTFEST L J & CO INC 110.15%0.15%0.15%Q3 2022Q3 20221
DECADE CAPITAL MANAGEMENT LLC 110.13%0.13%0.13%Q1 2014Q1 20141
HARTLINE INVESTMENT CORP/ 110.24%0.24%0.24%Q3 2022Q3 20221
WealthTrust-Arizona, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
CADIAN CAPITAL MANAGEMENT, LP 110.46%0.46%0.46%Q1 2022Q1 20221
Zuckerman Investment Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
NEWLAND CAPITAL MANAGEMENT, LLC 113.00%3.00%3.00%Q3 2014Q3 20141
Employees Retirement System of Texas 110.06%0.06%0.06%Q2 2021Q2 20211
Blackstone Inc. 110.06%0.06%0.06%Q2 2021Q2 20211
MORGENS WATERFALL VINTIADIS & CO INC 110.57%0.57%0.57%Q2 2016Q2 20161
Cheyne Capital Management (UK) LLP 116.04%6.04%6.04%Q2 2022Q2 20221
Pineno Levin & Ford Asset Management, Inc. 110.38%0.38%0.38%Q3 2020Q3 20201
GARGOYLE INVESTMENT ADVISOR L.L.C. 110.23%0.23%0.23%Q3 2017Q3 20171
Columbus Hill Capital Management, L.P. 110.19%0.19%0.19%Q4 2015Q4 20151
PACIFIC SUN FINANCIAL CORP 110.11%0.11%0.11%Q4 2017Q4 20171
Merrion Investment Management Co, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Goodman Financial Corp 110.01%0.01%0.01%Q4 2017Q4 20171
Fortress Investment Group LLC 111.08%1.08%1.08%Q3 2014Q3 20141
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 110.08%0.08%0.08%Q2 2017Q2 20171
Visium Asset Management, LP 110.02%0.02%0.02%Q2 2014Q2 20141
HEADINVEST, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
FIRST FINANCIAL EQUITY CORPORATION 110.67%0.67%0.67%Q1 2017Q1 20171
Platinum Management (NY) LLC 116.39%6.39%6.39%Q2 2014Q2 20141
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CIM, LLC 112.06%2.06%2.06%Q3 2014Q3 20141
HC FINANCIAL ADVISORS INC 110.07%0.07%0.07%Q3 2021Q3 20211
Smithwood Advisers, L.P. 110.98%0.98%0.98%Q2 2014Q2 20141
NBC SECURITIES, INC. 110.09%0.09%0.09%Q3 2023Q3 20231
Seminole Management Co., Inc. 111.34%1.34%1.34%Q4 2016Q4 20161
3D ASSET MANAGEMENT, INC 110.06%0.06%0.06%Q3 2020Q3 20201
FOUNDERS BANK & TRUST 110.01%0.01%0.01%Q3 2013Q3 20131
Maryland Capital Management 110.04%0.04%0.04%Q4 2016Q4 20161
Indiana Trust & Investment Management CO 110.04%0.04%0.04%Q3 2023Q3 20231
Fund Evaluation Group, LLC 110.07%0.07%0.07%Q3 2015Q3 20151
Relative Value Partners, LLC 111.09%1.09%1.09%Q4 2014Q4 20141
Beech Hill Advisors, Inc. 110.13%0.13%0.13%Q4 2014Q4 20141
EJF Capital LLC 110.12%0.12%0.12%Q4 2013Q4 20131
FLIPPIN BRUCE & PORTER INC 110.27%0.27%0.27%Q4 2015Q4 20151
CITIZENS & NORTHERN CORP 110.45%0.45%0.45%Q4 2019Q4 20191
Integre Asset Management, LLC 110.12%0.12%0.12%Q4 2017Q4 20171
Aris Wealth Services, Inc. 110.31%0.31%0.31%Q2 2014Q2 20141
Baldwin Investment Management, LLC 110.06%0.06%0.06%Q3 2018Q3 20181
Estabrook Capital Management 110.06%0.06%0.06%Q4 2019Q4 20191
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20151
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.07%0.07%0.07%Q1 2016Q1 20161
Brandywine Global Investment Management, LLC 110.03%0.03%0.03%Q1 2015Q1 20151
White Pine Investment CO 110.12%0.12%0.12%Q4 2019Q4 20191
Oasis Management Co Ltd. 110.39%0.39%0.39%Q2 2016Q2 20161
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
Guild Investment Management, Inc. 1138.76%38.76%38.76%Q3 2015Q3 20151
LONESTAR CAPITAL MANAGEMENT LLC 1125.95%25.95%25.95%Q4 2022Q4 20221
COHEN & STEERS CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
Independence Trust CO 110.28%0.28%0.28%Q4 2016Q4 20161
REDWOOD CAPITAL MANAGEMENT, LLC 110.40%0.40%0.40%Q2 2013Q2 20131
Calamos Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
STATE OF WISCONSIN INVESTMENT BOARD 110.01%0.01%0.01%Q4 2018Q4 20181
SOUND ENERGY PARTNERS, INC. 1114.03%14.03%14.03%Q3 2014Q3 20141
FIRST INTERSTATE BANCSYSTEM INC 110.99%0.99%0.99%Q1 2021Q1 20211
Aristotle Capital Management, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Anchorage Capital Group, L.L.C. 112.38%2.38%2.38%Q4 2016Q4 20161
FMA ADVISORY INC 110.01%0.01%0.01%Q2 2015Q2 20151
Strategic Point Investment Advisors, LLC 113.54%3.54%3.54%Q2 2013Q2 20131
SOCIETE GENERALE 110.66%0.66%0.66%Q2 2016Q2 20161
Weaver C. Barksdale & Associates, Inc. 110.61%0.61%0.61%Q1 2017Q1 20171
JET CAPITAL INVESTORS L P 110.58%0.58%0.58%Q4 2014Q4 20141
Hamlin Capital Management, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
GENWORTH FINANCIAL INC 110.12%0.12%0.12%Q2 2013Q2 20131
CLOUGH CAPITAL PARTNERS L P 112.50%2.50%2.50%Q1 2016Q1 20161
ALESCO ADVISORS LLC 110.02%0.02%0.02%Q3 2023Q3 20231
LONDON CO OF VIRGINIA 110.00%0.00%0.00%Q1 2020Q1 20201
ARES MANAGEMENT LLC 1192.60%92.60%92.60%Q1 2017Q1 20171
STARR INTERNATIONAL CO INC 110.55%0.55%0.55%Q1 2020Q1 20201
Cedar Mountain Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Flat Footed LLC 1111.61%11.61%11.61%Q1 2022Q1 20221
Avalon Trust Co 110.00%0.00%0.00%Q1 2023Q1 20231
Kirkoswald Asset Management LLC 114.04%4.04%4.04%Q4 2020Q4 20201
Gunderson Capital Management Inc. 110.29%0.29%0.29%Q3 2023Q3 20231
Candlestick Capital Management LP 111.51%1.51%1.51%Q3 2023Q3 20231
Aperture Investors, LLC 110.41%0.41%0.41%Q1 2021Q1 20211
Beacon Harbor Wealth Advisors, Inc. 110.88%0.88%0.88%Q4 2021Q4 20211
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
PNC Managed Account Solutions, Inc. 111.46%1.46%1.46%Q2 2021Q2 20211
TRADITION ASSET MANAGEMENT LLC 110.21%0.21%0.21%Q1 2020Q1 20201
Ikarian Capital, LLC 110.73%0.73%0.73%Q2 2020Q2 20201
JBJ Investment Partners, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
MBE Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Meadow Creek Wealth Advisors LLC 110.23%0.23%0.23%Q4 2021Q4 20211
Signify Wealth 111.60%1.60%1.60%Q3 2023Q3 20231
HOWARD FINANCIAL SERVICES, LTD. 110.16%0.16%0.16%Q1 2019Q1 20191
Artemis Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Clarity Wealth Advisors, LLC 110.63%0.63%0.63%Q4 2019Q4 20191
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.