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%0.13%0.59%Q1 2012Q3 2023138
CITIGROUP INC 42420.03%0.18%0.57%Q2 2013Q3 2023126
BANK OF AMERICA CORP /DE/ 42420.00%0.14%0.65%Q2 2013Q3 2023126
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.08%0.33%Q2 2013Q3 2023125
ROYAL BANK OF CANADA 42420.00%0.07%0.39%Q2 2013Q3 2023123
Parallax Volatility Advisers, L.P. 42420.00%0.10%0.89%Q2 2013Q3 2023116
BARCLAYS PLC 42420.01%0.15%1.03%Q2 2013Q3 2023116
WELLS FARGO & COMPANY/MN 42420.00%0.13%0.64%Q2 2013Q3 2023115
UBS Group AG 36360.01%0.17%0.83%Q4 2014Q3 2023108
CREDIT SUISSE AG/ 43430.00%0.10%0.80%Q1 2013Q3 2023106
Jefferies Group LLC 38380.00%0.21%1.11%Q2 2013Q3 2022106
Walleye Trading LLC 42420.00%0.04%0.30%Q2 2013Q3 2023105
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.17%1.62%Q2 2013Q3 2023105
HSBC HOLDINGS PLC 47470.00%0.06%0.33%Q1 2012Q3 2023104
BANK OF MONTREAL /CAN/ 3920.00%0.03%0.12%Q2 2013Q3 202399
MILLENNIUM MANAGEMENT LLC 42420.00%0.10%0.53%Q2 2013Q3 202399
NOMURA HOLDINGS INC 44440.00%0.18%1.80%Q4 2012Q3 202399
Citadel Advisors 3310.00%0.05%0.22%Q1 2014Q3 202394
Cutler Group LLC / CA 32320.00%0.16%1.97%Q4 2015Q3 202393
JANE STREET GROUP, LLC 3610.00%0.11%2.17%Q2 2014Q3 202388
WOLVERINE TRADING, LLC 29290.00%0.08%0.47%Q3 2016Q3 202386
Paloma Partners Management Co 3910.00%0.29%4.86%Q2 2013Q3 202384
TWO SIGMA SECURITIES, LLC 2960.00%0.37%7.12%Q4 2014Q3 202380
Twin Tree Management, LP 2460.00%0.11%0.74%Q4 2012Q2 202274
BALYASNY ASSET MANAGEMENT L.P. 18100.00%0.23%0.93%Q2 2013Q3 202374
RAYMOND JAMES & ASSOCIATES 42420.00%0.07%0.35%Q2 2013Q3 202370
CAPITAL FUND MANAGEMENT S.A. 1810.00%0.09%0.37%Q4 2014Q3 202369
HighTower Advisors, LLC 42420.00%0.13%0.47%Q2 2013Q3 202368
WOLVERINE ASSET MANAGEMENT LLC 2280.00%0.05%0.32%Q2 2013Q4 202068
Creative Planning 42420.00%0.01%0.02%Q2 2013Q3 202366
BlackRock Inc. 3820.00%0.15%1.77%Q2 2013Q3 202365
HAP Trading, LLC 1610.00%0.04%0.39%Q2 2013Q3 202365
BANK OF NOVA SCOTIA 29130.00%0.43%1.84%Q1 2013Q3 202364
Bank of New York Mellon Corp 4640.00%0.01%0.12%Q1 2011Q3 202364
HUNTINGTON NATIONAL BANK 59590.01%0.03%0.14%Q1 2009Q3 202363
PRELUDE CAPITAL MANAGEMENT, LLC 1240.00%0.12%1.15%Q3 2015Q3 202362
Raymond James Financial Services Advisors, Inc. 42420.00%0.15%0.33%Q2 2013Q3 202361
CSS LLC/IL 1510.00%0.26%1.29%Q2 2014Q3 202356
TWO SIGMA INVESTMENTS, LP 1410.00%0.04%0.56%Q4 2013Q2 202356
CIBC WORLD MARKET INC. 41410.00%0.21%0.90%Q3 2013Q3 202355
Capula Management Ltd 1290.00%7.90%50.87%Q4 2016Q1 202355
Bluefin Trading, LLC 1240.00%0.11%0.94%Q2 2013Q2 202053
Point72 Asset Management, L.P. 2810.00%0.03%0.18%Q1 2015Q3 202351
Jump Trading, LLC 930.00%0.19%0.84%Q2 2013Q1 201951
LPL Financial LLC 42420.00%0.37%0.78%Q2 2013Q3 202351
Financial Architects, Inc 3640.01%0.93%3.02%Q2 2013Q2 202349
RMB Capital Management, LLC 19120.00%0.64%3.54%Q4 2015Q3 202349
MUFG Americas Holdings Corp 48480.02%0.05%0.11%Q4 2010Q3 202248
Lido Advisors, LLC 27270.00%0.38%4.75%Q1 2017Q3 202347
First Horizon Advisors, Inc. 46460.01%0.05%0.11%Q2 2012Q3 202346
CAXTON ASSOCIATES LP 910.00%1.30%9.63%Q2 2013Q4 202246
SCOTIA CAPITAL INC. 42420.01%0.05%0.13%Q2 2013Q3 202345
Cetera Advisor Networks LLC 43430.00%0.19%0.48%Q1 2013Q3 202345
US BANCORP \DE\ 42420.00%0.09%0.14%Q2 2013Q3 202345
Veritable, L.P. 27150.13%0.20%0.26%Q4 2012Q2 202344
Spot Trading L.L.C 16160.00%0.05%0.20%Q2 2013Q1 201744
Capital Analysts, LLC 44440.00%0.04%0.14%Q4 2012Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.01%0.02%0.06%Q4 2012Q3 202344
TORONTO DOMINION BANK 2430.00%0.09%1.48%Q3 2013Q3 202344
Kovack Advisors, Inc. 4110.00%0.32%1.35%Q1 2013Q3 202343
Avidian Wealth Solutions, LLC 40400.00%3.22%14.04%Q4 2013Q3 202343
SIGNATUREFD, LLC 42420.00%0.05%0.43%Q2 2013Q3 202343
BAR HARBOR WEALTH MANAGEMENT 43431.10%1.51%1.85%Q1 2013Q3 202343
COMMERCE BANK 43430.01%0.04%0.07%Q1 2013Q3 202343
TOTH FINANCIAL ADVISORY CORP 42420.00%1.31%1.80%Q2 2013Q3 202343
Boltwood Capital Management 43430.14%0.50%0.90%Q2 2013Q4 202343
LYNCH & ASSOCIATES/IN 43430.11%0.19%0.36%Q2 2013Q4 202343
CHEMUNG CANAL TRUST CO 43430.65%1.42%2.80%Q2 2013Q4 202343
M&T BANK CORP 26150.00%0.03%0.09%Q2 2013Q3 202343
PNC FINANCIAL SERVICES GROUP, INC. 42420.02%0.04%0.09%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.03%0.06%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.06%0.16%0.28%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42420.36%0.44%0.53%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.06%0.20%0.42%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.01%0.02%0.04%Q2 2013Q3 202342
Drexel Morgan & Co. 42420.07%0.21%0.66%Q2 2013Q3 202342
Wharton Business Group, LLC 42420.09%0.21%0.78%Q2 2013Q3 202342
MARSHALL WACE, LLP 2310.00%0.03%0.18%Q1 2014Q3 202342
MARTIN & CO INC /TN/ 42420.70%1.14%1.64%Q2 2013Q3 202342
Coastline Trust Co 42420.09%0.23%0.29%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.25%0.86%Q2 2013Q3 202342
Highlander Capital Management, LLC 42420.00%0.01%0.07%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.06%0.09%0.12%Q2 2013Q3 202342
ROTHSCHILD INVESTMENT LLC /IL 42420.02%0.25%0.64%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.08%0.13%Q2 2013Q3 202342
Ledyard National Bank 42420.05%0.30%0.79%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.01%0.13%0.54%Q2 2013Q3 202342
SOL Capital Management CO 42420.18%0.24%0.30%Q2 2013Q3 202342
OLD SECOND NATIONAL BANK OF AURORA 42420.00%0.19%1.73%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.00%0.02%0.04%Q2 2013Q3 202342
OPTIMUM INVESTMENT ADVISORS 3470.00%0.24%0.39%Q3 2013Q4 202342
BROWN ADVISORY INC 42420.00%0.02%0.11%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.00%0.02%Q2 2013Q3 202342
Smith, Salley & Associates 42420.07%0.35%1.50%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.06%0.09%0.13%Q2 2013Q3 202342
NBT BANK N A /NY 42420.10%0.21%0.52%Q2 2013Q3 202342
MORGAN STANLEY 42420.11%0.26%0.44%Q2 2013Q3 202342
BURNS J W & CO INC/NY 42420.34%0.91%1.42%Q2 2013Q3 202342
BOSTON FINANCIAL MANGEMENT LLC 42420.01%0.20%0.78%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.00%0.02%0.10%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.08%0.17%0.49%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.02%0.06%0.14%Q2 2013Q3 202342
United Asset Strategies, Inc. 2420.00%2.53%5.34%Q2 2013Q3 202342
CHILTON CAPITAL MANAGEMENT LLC 42420.03%0.09%0.18%Q2 2013Q3 202342
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 42420.03%0.11%0.42%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.00%0.00%0.02%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.11%0.45%0.90%Q2 2013Q3 202342
Prospera Financial Services Inc 42420.05%0.94%6.98%Q2 2013Q3 202342
HIGHLAND CAPITAL MANAGEMENT, LLC 42420.08%0.26%1.53%Q2 2013Q3 202342
Callan Capital, LLC 42420.59%1.56%3.43%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.06%0.38%2.14%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.00%0.02%0.08%Q2 2013Q3 202342
ROCKLAND TRUST CO 42420.03%0.14%0.44%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.76%1.59%Q2 2013Q3 202342
Sandy Spring Bank 42420.00%0.09%0.28%Q2 2013Q3 202342
Windsor Capital Management, LLC 42420.38%0.53%0.81%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.10%0.22%0.50%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.01%0.03%0.06%Q2 2013Q3 202342
GREAT LAKES ADVISORS, LLC 42420.03%0.08%0.21%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.02%0.10%0.30%Q2 2013Q3 202342
FIRST UNITED BANK & TRUST 42420.12%0.51%1.22%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.02%0.05%0.11%Q2 2013Q3 202342
GAMCO INVESTORS, INC. ET AL 42420.00%0.04%0.10%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.04%0.09%0.11%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.00%0.01%0.11%Q2 2013Q4 202342
MOTCO 42420.00%0.01%0.04%Q2 2013Q3 202342
AMG National Trust Bank 42420.05%0.17%0.34%Q2 2013Q3 202342
First National Bank of Hutchinson 42420.62%1.25%1.99%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.01%0.02%0.03%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.01%0.02%Q2 2013Q3 202342
ARROW FINANCIAL CORP 42420.07%0.21%0.33%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.01%0.07%0.52%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.01%0.13%0.57%Q2 2013Q3 202342
OLD NATIONAL BANCORP /IN/ 42420.07%1.03%2.33%Q2 2013Q3 202342
Chesley Taft & Associates LLC 42420.05%0.44%1.23%Q2 2013Q3 202342
KANAWHA CAPITAL MANAGEMENT LLC 42420.07%0.12%0.15%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.13%0.74%1.72%Q2 2013Q3 202342
Baker Avenue Asset Management, LP 42420.06%0.59%1.30%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.10%0.16%0.24%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.01%0.04%0.09%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.02%0.24%0.57%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.01%0.20%0.36%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.05%0.08%0.15%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.08%0.35%0.66%Q2 2013Q3 202342
SPINNAKER TRUST 42420.81%2.78%4.45%Q2 2013Q3 202342
FMR LLC 42420.01%0.06%0.14%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.01%0.02%0.02%Q2 2013Q3 202342
Main Management LLC 42420.73%6.71%10.79%Q2 2013Q3 202342
PROFFITT & GOODSON INC 42420.07%1.57%4.60%Q2 2013Q3 202342
TCI Wealth Advisors, Inc. 42420.00%0.02%0.16%Q4 2012Q1 202342
ENVESTNET ASSET MANAGEMENT INC 42420.03%0.29%1.57%Q2 2013Q3 202342
LOWE BROCKENBROUGH & CO INC 42420.09%0.24%0.62%Q2 2013Q3 202342
GFS Advisors, LLC 42420.04%0.41%1.33%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.01%0.15%0.50%Q2 2013Q3 202342
CAPSTONE INVESTMENT ADVISORS, LLC 910.00%0.27%4.26%Q1 2014Q3 202342
WADE G W & INC 42420.07%0.25%0.54%Q2 2013Q3 202342
NTV ASSET MANAGEMENT LLC 42420.80%0.96%1.29%Q2 2013Q3 202342
Nelson Capital Management, LLC 42420.27%0.50%0.84%Q2 2013Q3 202342
1834 INVESTMENT ADVISORS CO 42420.01%0.11%0.47%Q2 2013Q3 202342
HM PAYSON & CO 22190.01%0.01%0.02%Q2 2013Q3 202341
BAILARD, INC. 31100.18%0.66%1.29%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.04%0.10%Q2 2013Q3 202341
FRONT BARNETT ASSOCIATES LLC 41410.02%0.08%0.14%Q2 2013Q2 202341
WBH ADVISORY INC 3830.30%0.92%1.40%Q2 2013Q3 202341
West Oak Capital, LLC 23180.02%0.05%0.06%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.00%1.26%2.77%Q3 2013Q3 202341
DEUTSCHE BANK AG\ 2360.00%0.03%0.17%Q3 2013Q3 202341
Endurance Wealth Management, Inc. 41410.14%0.19%0.24%Q2 2013Q2 202341
Plante Moran Financial Advisors, LLC 3740.01%0.05%0.16%Q2 2013Q3 202341
BlueCrest Capital Management Ltd 1510.01%0.90%13.83%Q3 2014Q3 202341
ASSETMARK, INC 41410.00%0.14%0.39%Q3 2013Q3 202341
D L CARLSON INVESTMENT GROUP INC 41410.08%0.37%0.68%Q3 2013Q3 202341
Capital Investment Advisors, LLC 41411.16%2.22%3.40%Q4 2013Q4 202341
FINANCIAL COUNSELORS INC 28130.07%0.19%0.34%Q2 2013Q3 202341
SAWGRASS ASSET MANAGEMENT LLC 3470.02%0.06%0.11%Q2 2013Q3 202341
Exchange Capital Management, Inc. 27140.01%0.47%1.47%Q2 2013Q3 202341
Cetera Advisors LLC 41410.02%0.19%0.37%Q3 2013Q3 202341
Kessler Investment Group, LLC 4010.01%0.98%1.74%Q2 2013Q3 202341
Gradient Investments LLC 3740.00%0.01%0.11%Q2 2013Q3 202341
COURIER CAPITAL LLC 27140.03%0.05%0.10%Q2 2013Q3 202341
BRAUN STACEY ASSOCIATES INC 27140.01%0.02%0.02%Q2 2013Q3 202341
Evercore Wealth Management, LLC 3560.01%0.04%0.07%Q2 2013Q3 202341
Carlton Hofferkamp & Jenks Wealth Management, LLC 41410.45%0.67%0.91%Q3 2013Q3 202341
Dynamic Advisor Solutions LLC 40400.08%0.29%0.92%Q4 2013Q3 202340
Squarepoint Ops LLC 920.00%0.12%0.61%Q1 2016Q3 202340
ASPIRIANT, LLC 2310.58%1.39%4.05%Q2 2013Q3 202340
Raab & Moskowitz Asset Management LLC 40400.09%0.19%0.38%Q4 2013Q3 202340
North Star Investment Management Corp. 39390.01%0.45%0.65%Q1 2014Q3 202340
RAYMOND JAMES TRUST N.A. 40400.04%0.07%0.12%Q4 2013Q3 202340
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40400.10%0.67%0.97%Q4 2013Q3 202340
COLONY GROUP LLC 40400.01%0.20%1.05%Q4 2013Q3 202340
Mariner, LLC 40400.02%0.04%0.09%Q4 2013Q3 202340
PEAK6 Group LLC 1410.00%0.01%0.04%Q2 2013Q2 201840
PEAPACK GLADSTONE FINANCIAL CORP 40400.02%0.10%0.44%Q4 2013Q3 202340
ALPS ADVISORS INC 3460.09%0.17%1.14%Q3 2013Q3 202340
CITY HOLDING CO 40400.21%0.44%0.64%Q4 2013Q3 202340
Court Place Advisors, LLC 40400.55%0.87%1.15%Q4 2013Q3 202340
Oakworth Capital, Inc. 40400.00%0.25%2.12%Q4 2013Q3 202340
Janney Montgomery Scott LLC 29110.04%0.35%1.62%Q3 2013Q3 202340
BANK HAPOALIM BM 40400.08%1.64%4.57%Q4 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.00%0.01%0.09%Q4 2013Q4 202340
Swan Global Investments, LLC 40402.66%5.77%8.57%Q4 2013Q3 202340
BOKF, NA 3190.01%0.03%0.05%Q3 2013Q3 202340
Private Advisor Group, LLC 40400.17%0.41%0.79%Q4 2013Q3 202340
Regal Investment Advisors LLC 2710.03%0.24%1.15%Q2 2013Q3 202339
St. Johns Investment Management Company, LLC 39390.67%1.10%2.38%Q1 2014Q3 202339
Avior Wealth Management, LLC 39390.00%0.01%0.05%Q1 2014Q3 202339
ARS Investment Partners, LLC 26130.14%0.78%1.99%Q4 2013Q3 202339
Tower Research Capital LLC (TRC) 2910.00%0.34%3.16%Q3 2013Q3 202339
STIFEL FINANCIAL CORP 39390.03%0.07%0.12%Q1 2014Q3 202339
Archford Capital Strategies, LLC 39390.21%0.88%1.98%Q1 2014Q3 202339
CLEAR STREET MARKETS LLC 1210.00%0.27%1.38%Q4 2013Q2 202339
Greenwich Wealth Management LLC 39390.01%0.26%0.60%Q1 2014Q3 202339
Brinker Capital Investments, LLC 39390.05%0.89%2.20%Q2 2013Q4 202239
PARSONS CAPITAL MANAGEMENT INC/RI 27120.02%0.03%0.05%Q2 2013Q3 202339
1832 Asset Management L.P. 2930.00%0.03%0.16%Q2 2013Q3 202339
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2780.00%0.05%0.10%Q4 2013Q3 202339
Montecito Bank & Trust 3090.07%0.30%0.71%Q2 2013Q4 202339
Hudock, Inc. 39390.00%0.32%2.92%Q2 2013Q4 202239
Advisory Services Network, LLC 27120.01%0.23%0.50%Q4 2013Q3 202339
RiverFront Investment Group, LLC 2410.02%0.38%1.01%Q4 2008Q4 202239
CIBC Private Wealth Group, LLC 39390.00%0.01%0.03%Q1 2014Q3 202339
MEEDER ASSET MANAGEMENT INC 39390.00%0.04%0.14%Q4 2013Q2 202339
COUNTRY TRUST BANK 39390.00%0.10%0.90%Q2 2014Q4 202339
Atria Investments, Inc 28110.05%0.36%1.80%Q2 2013Q3 202339
Verition Fund Management LLC 1510.00%0.27%1.68%Q1 2014Q3 202339
BANQUE PICTET & CIE SA 3360.02%0.48%2.25%Q4 2013Q3 202339
Hartford Financial Management Inc. 26120.02%0.91%2.38%Q1 2014Q3 202338
DOWLING & YAHNKE LLC 38380.07%0.13%0.31%Q2 2013Q3 202238
EATON VANCE MANAGEMENT 38380.00%0.00%0.03%Q2 2013Q3 202238
Joel Isaacson & Co., LLC 2360.00%0.17%0.46%Q4 2012Q3 202338
Global Endowment Management, LP 15110.04%0.10%0.40%Q2 2013Q3 202338
VALLEY WEALTH MANAGERS, INC. 2990.00%0.05%0.11%Q2 2013Q3 202338
ACG Wealth 38380.04%0.98%4.02%Q2 2013Q3 202238
Essex Financial Services, Inc. 21170.08%0.12%0.20%Q4 2013Q3 202338
MCF Advisors LLC 2560.02%0.15%1.21%Q4 2013Q3 202338
Moors & Cabot, Inc. 38380.04%0.09%0.15%Q2 2014Q3 202338
STEPHENS INC /AR/ 38380.01%0.05%0.15%Q2 2014Q3 202338
CWM, LLC 2460.01%0.19%2.86%Q4 2013Q3 202338
FIRST MANHATTAN CO. LLC. 27110.00%0.00%0.00%Q3 2013Q3 202338
Stillwater Investment Management, LLC 38381.40%2.56%4.57%Q4 2013Q1 202338
TOCQUEVILLE ASSET MANAGEMENT L.P. 3610.01%0.18%0.30%Q2 2013Q3 202338
Ameritas Investment Partners, Inc. 38380.00%0.14%0.43%Q2 2014Q3 202338
Graham Capital Management, L.P. 1210.07%1.06%6.03%Q3 2013Q2 202237
CAPE ANN SAVINGS BANK 1710.60%1.18%2.16%Q2 2013Q3 202337
ENTERPRISE FINANCIAL SERVICES CORP 37370.01%0.05%0.14%Q2 2013Q2 202237
MURPHY CAPITAL MANAGEMENT INC 37370.94%1.69%2.51%Q2 2013Q2 202237
Bollard Group LLC 37370.00%0.00%0.01%Q3 2014Q3 202337
INTEGRAL DERIVATIVES, LLC 18180.01%0.05%0.16%Q4 2013Q1 201837
MOORE CAPITAL MANAGEMENT, LP 710.01%1.77%22.47%Q2 2013Q2 202337
Edge Wealth Management LLC 3510.00%0.04%0.11%Q2 2013Q4 202237
Mirae Asset Global Investments Co., Ltd. 1810.04%0.45%2.81%Q2 2013Q3 202337
Lowe Wealth Advisors, LLC 37370.00%0.83%3.00%Q4 2014Q4 202337
EXENCIAL WEALTH ADVISORS, LLC 1820.01%0.13%0.34%Q1 2013Q3 202337
Formidable Asset Management, LLC 1340.08%0.16%0.80%Q3 2013Q3 202337
Marquette Asset Management, LLC 37370.55%0.70%1.00%Q2 2013Q2 202237
SCHNIEDERS CAPITAL MANAGEMENT LLC 2820.12%0.23%0.36%Q1 2014Q3 202337
BERKSHIRE ASSET MANAGEMENT LLC/PA 1760.01%0.05%0.13%Q2 2013Q3 202337
PEAK6 Investments LLC 1410.00%0.07%0.46%Q4 2018Q3 202337
AMERICAN NATIONAL BANK 37370.00%0.01%0.02%Q3 2014Q3 202337
Goelzer Investment Management, Inc. 36360.04%0.07%0.13%Q4 2014Q3 202336
HEADINVEST, LLC 36360.14%0.20%0.25%Q4 2014Q3 202336
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 36361.86%6.42%12.85%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.00%0.04%Q2 2013Q1 202236
Sigma Planning Corp 36360.11%0.27%0.43%Q4 2014Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.00%0.37%2.65%Q4 2014Q3 202336
People's United Financial, Inc. 36360.02%0.10%0.20%Q2 2013Q1 202236
Meristem Family Wealth, LLC 36360.30%0.85%1.30%Q2 2013Q1 202236
Orca Investment Management, LLC 24120.62%1.95%3.75%Q4 2013Q3 202336
SouthState Corp 1450.01%0.06%0.22%Q2 2013Q3 202336
Stratos Wealth Partners, LTD. 36360.04%0.19%0.41%Q4 2014Q3 202336
Institute for Wealth Management, LLC. 2610.40%0.79%1.96%Q2 2013Q3 202336
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 36360.01%0.15%0.31%Q4 2014Q3 202336
BLAIR WILLIAM & CO/IL 36360.00%0.04%0.08%Q4 2014Q3 202336
Livingston Group Asset Management CO (operating as Southport Capital Management) 36360.17%1.36%1.91%Q2 2013Q1 202236
Diligent Investors, LLC 36360.13%0.25%0.46%Q4 2014Q3 202336
AGF INVESTMENTS INC. 3060.02%0.62%1.47%Q3 2013Q3 202236
Tortoise Investment Management, LLC 36360.00%0.01%0.02%Q4 2014Q3 202336
Clal Insurance Enterprises Holdings Ltd 36360.15%4.89%9.80%Q4 2014Q3 202336
Simplicity Solutions, LLC 36360.04%0.29%1.27%Q4 2014Q3 202336
FIL Ltd 36360.00%0.01%0.02%Q4 2014Q3 202336
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 36360.15%0.38%1.74%Q4 2014Q3 202336
BUTENSKY & COHEN FINANCIAL SECURITY, INC 36360.40%0.68%0.85%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.01%0.02%0.09%Q4 2014Q3 202336
BESSEMER GROUP INC 3510.00%0.17%0.98%Q2 2013Q3 202336
WEBSTER BANK, N. A. 2880.01%0.28%0.93%Q2 2014Q3 202336
Compagnie Lombard Odier SCmA 3210.00%0.06%0.24%Q4 2013Q1 202335
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 25102.15%6.14%11.39%Q4 2014Q3 202335
QUEST INVESTMENT MANAGEMENT LLC 2960.02%0.08%0.43%Q2 2013Q4 202235
First Heartland Consultants, Inc. 2870.02%0.15%0.48%Q2 2013Q3 202335
GOFEN & GLOSSBERG LLC /IL/ 2520.01%0.01%0.02%Q4 2013Q4 202235
HOLLENCREST CAPITAL MANAGEMENT 21140.03%0.89%2.80%Q4 2014Q3 202335
CYPRESS CAPITAL MANAGEMENT LLC 24110.09%1.03%4.24%Q2 2013Q3 202235
SMITH, MOORE & CO. 2690.06%0.11%0.18%Q4 2013Q3 202335
CAPTRUST FINANCIAL ADVISORS 2910.00%0.08%0.26%Q3 2013Q3 202335
Assured Investment Management LLC 920.01%1.54%12.13%Q1 2014Q1 201935
CORRADO ADVISORS, LLC 35350.33%1.13%3.29%Q1 2015Q3 202335
Brown Advisory Securities, LLC 24110.06%0.13%0.76%Q2 2013Q3 202235
TD ASSET MANAGEMENT INC 13100.00%0.11%0.75%Q2 2013Q3 202335
AlphaMark Advisors, LLC 35350.03%0.98%3.25%Q1 2015Q3 202335
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 23120.28%1.01%3.06%Q2 2013Q4 202235
NATIXIS 1910.01%0.64%2.18%Q3 2013Q3 202335
Ironwood Financial, llc 3140.06%0.17%0.38%Q4 2014Q3 202335
TRUST CO OF VERMONT 1810.00%0.00%0.01%Q2 2013Q3 202335
Parkside Financial Bank & Trust 35350.00%0.07%0.21%Q1 2015Q3 202335
HBK Sorce Advisory LLC 2870.02%0.08%0.17%Q4 2014Q3 202335
Country Club Trust Company, n.a. 35350.13%0.28%0.49%Q2 2013Q4 202135
BRADLEY FOSTER & SARGENT INC/CT 1660.01%0.02%0.06%Q3 2014Q3 202335
Beaumont Financial Partners, LLC 24100.04%1.03%5.35%Q2 2013Q3 202234
Community Bank, N.A. 24100.00%0.04%0.28%Q4 2014Q3 202334
Brick & Kyle, Associates 20140.01%0.50%0.96%Q1 2015Q3 202334
WELLINGTON MANAGEMENT GROUP LLP 1210.00%0.00%0.01%Q1 2015Q4 202234
MONTAG A & ASSOCIATES INC 3010.03%0.31%1.11%Q3 2014Q3 202334
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 23110.01%2.16%6.20%Q2 2013Q3 202334
STATE OF MICHIGAN RETIREMENT SYSTEM 34340.08%0.40%0.68%Q2 2013Q3 202134
EP Wealth Advisors, LLC 34340.01%0.07%0.21%Q2 2015Q3 202334
Allworth Financial LP 3130.00%0.01%0.07%Q1 2015Q3 202334
THOMPSON SIEGEL & WALMSLEY LLC 3310.00%0.00%0.00%Q1 2014Q3 202334
Baird Financial Group, Inc. 34340.04%0.12%0.34%Q2 2015Q3 202334
BANK OF THE WEST 2810.02%0.14%0.39%Q2 2013Q4 202234
WHITTIER TRUST CO OF NEVADA INC 34340.01%0.04%0.11%Q2 2015Q3 202334
Hilltop Holdings Inc. 2220.06%0.38%1.52%Q2 2013Q3 202334
Psagot Value Holdings Ltd. 34340.78%4.24%6.60%Q2 2013Q3 202134
ProVise Management Group, LLC 2730.03%0.19%0.56%Q2 2013Q3 202333
WEDBUSH SECURITIES INC 3010.04%0.11%0.20%Q1 2014Q3 202333
SECURITY NATIONAL TRUST CO 33330.00%0.04%0.13%Q2 2013Q2 202133
MML INVESTORS SERVICES, LLC 2670.14%0.86%3.88%Q2 2015Q3 202333
Carroll Financial Associates, Inc. 33330.01%0.09%0.21%Q4 2013Q4 202133
CHURCHILL MANAGEMENT Corp 1110.84%3.53%6.76%Q2 2013Q3 202333
PICTET ASSET MANAGEMENT LTD 33330.00%0.04%0.24%Q2 2013Q2 202133
EXANE DERIVATIVES 31310.00%0.07%0.50%Q4 2014Q2 202233
Ifrah Financial Services, Inc. 2230.08%0.16%0.24%Q2 2013Q1 202333
JAMES INVESTMENT RESEARCH INC 3120.00%0.03%0.16%Q2 2013Q3 202333
Krilogy Financial LLC 33330.65%1.05%2.31%Q3 2015Q3 202333
Paradigm Financial Advisors, LLC 33330.54%1.91%3.58%Q4 2013Q4 202133
Transamerica Financial Advisors, Inc. 2310.01%0.95%5.37%Q2 2013Q3 202332
HOWARD CAPITAL MANAGEMENT 32320.26%0.74%1.01%Q1 2013Q4 202032
Man Group plc 810.00%0.01%0.04%Q4 2018Q3 202332
Grove Bank & Trust 32320.08%0.89%3.37%Q4 2015Q3 202332
NAPLES GLOBAL ADVISORS, LLC 32320.09%0.16%0.28%Q1 2015Q4 202232
Anchor Investment Management, LLC 32320.02%0.03%0.06%Q1 2016Q4 202332
SIGMA INVESTMENT COUNSELORS INC 32320.03%0.07%0.12%Q4 2015Q3 202332
PROVIDA PENSION FUND ADMINISTRATOR 1430.20%1.52%3.70%Q4 2013Q4 202232
Ausdal Financial Partners, Inc. 32320.08%0.17%0.35%Q4 2015Q3 202332
Winch Advisory Services, LLC 3020.00%0.63%3.30%Q2 2015Q3 202332
Jackson, Grant Investment Advisers, Inc. 32320.01%0.71%1.31%Q4 2015Q3 202332
ADVISOR PARTNERS LLC 2320.02%0.10%0.21%Q2 2013Q2 202232
PRIO WEALTH LIMITED PARTNERSHIP 32320.06%0.15%0.27%Q4 2015Q3 202332
BBVA USA Bancshares, Inc. 32320.02%0.21%0.79%Q2 2013Q1 202132
Migdal Insurance & Financial Holdings Ltd. 32320.00%1.97%5.70%Q4 2015Q3 202332
Pinnacle Advisory Group, Inc. 32321.36%7.14%15.82%Q2 2013Q1 202132
PINNACLE FINANCIAL PARTNERS INC 32320.01%0.07%0.38%Q4 2015Q3 202332
Ayalon Insurance Comp Ltd. 2480.19%0.71%3.76%Q1 2015Q3 202332
Harel Insurance Investments & Financial Services Ltd. 32320.02%2.23%9.05%Q4 2015Q3 202332
Concorde Asset Management, LLC 2480.18%0.94%2.67%Q4 2014Q4 202232
Gerber Kawasaki Wealth & Investment Management 32320.13%1.14%2.03%Q4 2015Q3 202332
DONALDSON CAPITAL MANAGEMENT, LLC 2210.01%0.05%0.17%Q3 2014Q1 202332
Legacy Private Trust Co. 2930.03%0.10%0.61%Q2 2015Q2 202332
Choate Investment Advisors 2020.00%0.06%0.22%Q2 2014Q3 202331
Private Wealth Advisors, Inc. 31311.44%2.27%3.01%Q2 2013Q4 202031
PRUDENTIAL FINANCIAL INC 2830.00%0.07%0.80%Q2 2015Q3 202331
Geneos Wealth Management Inc. 31310.02%0.24%0.81%Q1 2016Q3 202331
CONDOR CAPITAL MANAGEMENT 31310.06%0.24%0.89%Q1 2016Q3 202331
Venturi Wealth Management, LLC 31310.04%0.63%2.28%Q1 2016Q3 202331
SNS Financial Group, LLC 1110.03%0.16%0.79%Q1 2013Q3 202331
COMERICA BANK 2710.00%0.02%0.05%Q2 2013Q3 202331
THRIVENT FINANCIAL FOR LUTHERANS 1920.00%0.03%0.09%Q2 2013Q3 202331
Family Firm, Inc. 31310.07%0.15%0.26%Q4 2014Q2 202231
Cetera Investment Advisers 3010.07%0.19%0.47%Q4 2015Q3 202331
KLINGENSTEIN FIELDS & CO LP 2830.01%0.02%0.03%Q2 2013Q2 202131
MONETARY MANAGEMENT GROUP INC 31310.08%0.37%0.57%Q1 2016Q3 202331
SIGNET FINANCIAL MANAGEMENT, LLC 2510.00%0.16%0.46%Q3 2015Q3 202331
Sequoia Financial Advisors, LLC 2380.02%0.10%0.25%Q4 2013Q3 202331
Simmons Bank 31310.14%0.24%0.34%Q1 2016Q3 202331
STATE STREET CORP 1110.00%0.01%0.02%Q2 2013Q3 202331
IFP Advisors, Inc 17140.03%0.21%0.85%Q4 2015Q3 202331
Asset Management Group, Inc. 1310.04%0.08%0.11%Q4 2014Q3 202330
Renaissance Investment Group LLC 30300.10%1.96%2.44%Q2 2013Q3 202030
SWARTHMORE GROUP INC 30300.09%5.69%14.01%Q2 2013Q3 202030
BALDWIN BROTHERS LLC/MA 30300.00%0.02%0.13%Q3 2016Q4 202330
MAI Capital Management 30300.02%0.04%0.08%Q2 2016Q3 202330
INGALLS & SNYDER LLC 30300.05%0.10%0.19%Q2 2016Q3 202330
MARCO INVESTMENT MANAGEMENT LLC 30300.04%0.12%0.20%Q2 2016Q3 202330
FIFTH THIRD SECURITIES, INC. 2460.54%2.47%6.40%Q1 2016Q3 202330
Zurich Insurance Group Ltd/FI 2520.01%0.10%0.21%Q3 2015Q3 202330
Snowden Capital Advisors LLC 2280.08%0.18%0.46%Q1 2016Q3 202330
UBS OCONNOR LLC 610.00%0.20%1.16%Q2 2013Q1 202330
GREENWOOD CAPITAL ASSOCIATES LLC 1620.10%0.61%1.62%Q3 2013Q3 202330
GREENLEAF TRUST 30300.01%0.01%0.01%Q2 2016Q3 202330
LEVEL FOUR ADVISORY SERVICES, LLC 28280.00%0.45%1.16%Q4 2016Q3 202330
Clearwater Capital Advisors, LLC 30300.03%0.91%2.71%Q2 2016Q3 202330
Jacobi Capital Management LLC 30300.02%0.11%0.18%Q2 2016Q3 202330
Transform Wealth, LLC 2540.03%0.63%2.03%Q2 2016Q3 202330
Cornerstone Wealth Management, LLC 2510.00%0.38%1.10%Q1 2016Q3 202330
Cavalier Investments, LLC 1320.24%3.42%9.13%Q4 2015Q3 202330
WealthPLAN Partners, LLC 2110.14%0.40%1.06%Q1 2015Q4 202330
NEXT Financial Group, Inc 30300.06%0.27%0.56%Q3 2014Q4 202130
Voya Financial Advisors, Inc. 30300.02%0.09%0.18%Q1 2015Q2 202230
Stearns Financial Services Group 30300.14%1.22%2.32%Q2 2013Q3 202030
Estate Counselors, LLC 18120.04%1.59%4.93%Q1 2016Q3 202330
Chevy Chase Trust Holdings, LLC 2910.00%0.00%0.02%Q4 2014Q3 202330
Partnervest Advisory Services LLC 2720.00%0.76%1.80%Q2 2013Q3 202030
First Allied Advisory Services, Inc. 30300.06%0.26%0.65%Q2 2013Q3 202030
PATHSTONE FAMILY OFFICE, LLC 2310.01%0.52%1.75%Q2 2013Q3 202329
CITIZENS FINANCIAL GROUP INC/RI 19100.01%0.02%0.05%Q4 2015Q3 202329
BLUEFIN CAPITAL MANAGEMENT, LLC 11110.00%0.20%2.21%Q3 2020Q1 202329
AE Wealth Management LLC 28280.00%0.15%0.30%Q4 2016Q3 202329
Asset Dedication, LLC 2710.00%0.00%0.01%Q4 2015Q3 202329
CONTINENTAL ADVISORS LLC 1910.16%2.33%6.20%Q2 2013Q3 202129
EDMOND DE ROTHSCHILD HOLDING S.A. 2170.00%0.04%0.16%Q2 2015Q1 202329
LUCAS CAPITAL MANAGEMENT 29290.11%1.36%3.58%Q4 2013Q4 202029
Capital Advisors, Ltd. LLC 29290.02%0.31%0.48%Q3 2016Q3 202329
PEDDOCK CAPITAL ADVISORS, LLC 29290.07%0.43%0.77%Q3 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.01%0.16%0.56%Q4 2013Q4 202029
Mount Lucas Management LP 1010.01%0.58%2.60%Q2 2013Q1 202229
Trust Co 2090.00%1.89%5.99%Q1 2015Q3 202329
ROPES WEALTH ADVISORS LLC 29290.05%0.08%0.11%Q3 2016Q3 202329
VESTOR CAPITAL, LLC 16130.01%0.79%3.84%Q2 2016Q3 202329
FULTON BREAKEFIELD BROENNIMAN LLC 2810.02%0.23%0.46%Q2 2013Q3 202129
CHICAGO TRUST Co NA 1930.08%0.11%0.17%Q1 2015Q3 202329
SEGALL BRYANT & HAMILL, LLC 1470.01%0.01%0.01%Q2 2013Q3 202329
FRANKLIN RESOURCES INC 2810.00%0.04%0.14%Q4 2015Q3 202329
Janney Capital Management LLC 15140.02%0.72%4.30%Q2 2013Q3 202329
Mechanics Bank Trust Department 29290.50%0.93%1.17%Q3 2016Q3 202329
Renaissance Technologies 410.00%0.02%0.08%Q2 2013Q3 202329
WP Advisors, LLC 28280.98%1.72%3.02%Q4 2016Q3 202328
Cypress Capital Management LLC (WY) 2710.01%0.45%1.95%Q4 2014Q4 202128
Financial Enhancement Group LLC 2530.01%1.24%5.26%Q2 2015Q4 202228
BRIGHTON JONES LLC 2610.03%0.06%0.11%Q3 2014Q3 202328
QCI ASSET MANAGEMENT INC/NY 28280.00%0.00%0.01%Q2 2013Q1 202028
Banco Santander, S.A. 28280.00%0.24%0.80%Q4 2016Q3 202328
Moloney Securities Asset Management, LLC 28280.06%0.19%0.28%Q4 2016Q3 202328
Abbrea Capital, LLC 28280.11%0.18%0.24%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.14%0.29%0.53%Q4 2016Q3 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.11%0.74%1.75%Q4 2016Q3 202328
Baystate Wealth Management LLC 28280.01%0.03%0.05%Q4 2016Q3 202328
Bogart Wealth, LLC 28280.00%0.18%0.87%Q4 2016Q3 202328
BOYS ARNOLD & CO INC 28280.77%1.06%1.33%Q2 2013Q1 202028
Vantage Financial Partners Ltd., Inc. 28281.77%6.01%7.68%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.06%0.30%0.82%Q4 2016Q3 202328
BRAVE ASSET MANAGEMENT INC 1210.01%0.63%3.36%Q4 2014Q3 202328
Thomasville National Bank 2710.02%0.07%0.09%Q1 2015Q3 202328
FDx Advisors, Inc. 1210.01%0.21%1.08%Q3 2013Q3 202328
Parallel Advisors, LLC 28280.01%0.06%0.15%Q4 2016Q3 202328
NOTTINGHAM ADVISORS, INC. 15130.03%0.74%3.13%Q1 2014Q3 202228
LYELL WEALTH MANAGEMENT, LP 28280.06%0.75%2.00%Q4 2016Q3 202328
LINCOLN NATIONAL CORP 2710.02%0.05%0.10%Q4 2015Q3 202328
Winfield Associates, Inc. 2530.08%1.65%2.40%Q4 2013Q1 202228
Greytown Advisors Inc. 28280.23%0.50%1.20%Q4 2016Q3 202328
Rothschild Capital Partners, LLC 28280.88%2.43%4.14%Q2 2016Q1 202328
Cornerstone Advisory, LLC 28280.09%0.25%0.82%Q4 2016Q3 202328
WINTRUST INVESTMENTS LLC 1820.06%0.29%1.80%Q2 2016Q3 202328
CenterStar Asset Management, LLC 510.00%0.23%1.38%Q4 2017Q2 202328
TIFF ADVISORY SERVICES, LLC 28288.00%27.88%51.00%Q4 2016Q3 202328
Cypress Capital Group 1110.03%0.12%0.24%Q2 2013Q1 202228
Miracle Mile Advisors, LLC 1910.02%1.86%10.07%Q3 2014Q3 202328
Steward Partners Investment Advisory, LLC 28280.06%0.14%0.29%Q4 2016Q3 202328
E&G Advisors, LP 28280.14%0.44%0.58%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.04%0.05%0.08%Q1 2016Q4 202228
Mathes Company, Inc. 2320.13%0.19%0.53%Q2 2016Q3 202328
KINGS POINT CAPITAL MANAGEMENT 2010.00%0.02%0.05%Q2 2014Q1 202228
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 27270.00%0.85%1.24%Q1 2017Q3 202328
Laurion Capital Management LP 510.00%0.13%0.67%Q2 2013Q3 202327
MYCIO WEALTH PARTNERS, LLC 27270.06%0.11%0.20%Q2 2013Q4 201927
Intellectus Partners, LLC 1980.12%0.31%0.59%Q4 2016Q3 202327
WEALTHSOURCE PARTNERS, LLC 1930.00%0.24%1.37%Q1 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.11%0.29%0.70%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.03%0.21%0.39%Q4 2016Q3 202327
AllSquare Wealth Management LLC 2520.00%0.01%0.04%Q4 2016Q3 202327
Arcus Capital Partners, LLC 15120.04%0.40%0.90%Q4 2016Q3 202327
Cribstone Capital Management, LLC 27270.01%2.28%3.60%Q2 2016Q4 202227
CREDIT AGRICOLE S A 1310.00%0.07%0.31%Q3 2013Q3 202327
Segment Wealth Management, LLC 1510.45%0.85%1.01%Q2 2013Q1 202227
NewEdge Advisors, LLC 27270.03%0.16%0.42%Q1 2017Q3 202327
Moisand Fitzgerald Tamayo, LLC 2520.00%0.00%0.01%Q4 2015Q3 202327
PETTYJOHN, WOOD & WHITE, INC 16110.06%0.11%0.23%Q1 2014Q3 202327
Apriem Advisors 27270.00%0.18%0.67%Q2 2013Q4 201927
Stelac Advisory Services LLC 27270.04%0.22%0.66%Q3 2015Q1 202227
WESBANCO BANK INC 16110.02%0.05%0.10%Q4 2016Q3 202327
WOODMONT INVESTMENT COUNSEL LLC 1210.00%0.22%0.60%Q2 2015Q3 202327
K2 PRINCIPAL FUND, L.P. 1310.04%0.97%2.19%Q1 2015Q4 202127
Madden Advisory Services, Inc. 27270.33%1.07%1.35%Q2 2013Q4 201927
Sequent Asset Management, LLC 27270.85%1.33%3.58%Q2 2013Q4 201927
ClearBridge Investments 2610.00%0.00%0.00%Q1 2014Q4 202027
Roble, Belko & Company, Inc 2520.00%0.00%0.04%Q4 2016Q3 202327
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 27270.12%0.28%0.40%Q2 2013Q4 201927
Good Life Advisors, LLC 27270.05%0.15%0.31%Q1 2017Q3 202327
Patriot Financial Group Insurance Agency, LLC 2340.04%0.12%0.30%Q4 2016Q3 202327
CARRET ASSET MANAGEMENT, LLC 2410.03%0.04%0.05%Q4 2015Q3 202327
First Command Financial Services, Inc. 27270.00%0.03%0.07%Q4 2016Q2 202327
First Command Bank 27270.01%0.04%0.07%Q4 2016Q2 202327
SIMON QUICK ADVISORS, LLC 27270.01%0.07%0.18%Q1 2017Q3 202327
Brookstone Capital Management 1310.01%0.40%3.67%Q4 2013Q3 202327
Pacific Center for Financial Services 2430.01%0.02%0.16%Q4 2016Q3 202327
IndexIQ Advisors LLC 27270.00%0.56%1.98%Q3 2015Q1 202227
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1213.29%5.14%7.72%Q4 2013Q3 202327
Waverly Advisors, LLC 2220.01%0.03%0.04%Q3 2013Q3 202327
STERLING INVESTMENT MANAGEMENT, LLC 27270.36%0.42%0.57%Q1 2017Q3 202327
COHEN & STEERS, INC. 27270.01%0.02%0.04%Q2 2013Q4 201927
Riggs Asset Managment Co. Inc. 1110.00%0.12%1.27%Q4 2015Q3 202326
Capital Investment Advisory Services, LLC 26260.04%0.59%2.96%Q2 2017Q3 202326
RPG Investment Advisory, LLC 26260.00%0.13%0.18%Q2 2017Q3 202326
Avantax Planning Partners, Inc. 14120.02%0.05%0.25%Q4 2016Q3 202326
MOODY LYNN & LIEBERSON, LLC 1410.05%0.37%2.19%Q2 2013Q4 202226
QUATTRO FINANCIAL ADVISORS LLC 1880.63%2.71%5.85%Q1 2017Q3 202326
FIRST BUSINESS FINANCIAL SERVICES, INC. 1530.05%1.29%4.20%Q2 2013Q3 202326
High Falls Advisors, Inc 1740.06%0.19%0.36%Q4 2015Q3 202326
Crescent Grove Advisors, LLC 26260.79%1.59%2.59%Q2 2017Q3 202326
FIRST MIDWEST BANK TRUST DIVISION 2240.03%0.10%0.24%Q4 2013Q4 202126
Alley Co LLC 2330.04%1.24%2.44%Q2 2013Q4 202126
Pictet North America Advisors SA 26260.10%0.36%1.26%Q4 2015Q1 202226
HOWE & RUSLING INC 1110.00%0.00%0.02%Q2 2013Q3 202326
IPG Investment Advisors LLC 14120.07%0.47%1.86%Q4 2016Q3 202326
SUNTRUST BANKS INC 26260.02%0.11%0.27%Q2 2013Q3 201926
NAVELLIER & ASSOCIATES INC 1010.01%0.33%1.26%Q3 2012Q1 202326
Koshinski Asset Management, Inc. 16100.06%0.16%0.33%Q1 2017Q3 202326
TUDOR INVESTMENT CORP ET AL 1210.00%0.50%4.05%Q2 2013Q3 202326
DAVIS R M INC 2120.01%0.01%0.02%Q1 2014Q3 202326
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1760.00%0.04%0.07%Q2 2013Q2 202126
ALLIANCEBERNSTEIN L.P. 810.00%0.01%0.03%Q4 2013Q1 202326
Richard Bernstein Advisors LLC 2510.04%2.08%8.68%Q1 2016Q3 202326
WASHINGTON TRUST BANK 2510.02%0.07%0.47%Q1 2014Q4 202026
Founders Capital Management 13130.01%0.03%0.05%Q1 2017Q4 202326
DIMENSION CAPITAL MANAGEMENT LLC 26260.10%0.45%1.30%Q2 2017Q3 202326
Foothills Asset Management, Ltd. 26261.27%1.96%2.62%Q4 2013Q1 202026
Aull & Monroe Investment Management Corp 1210.11%0.12%0.15%Q4 2014Q3 202326
DOW CHEMICAL CO /DE/ 26260.64%2.50%4.31%Q2 2013Q3 201926
Wela Strategies, Inc. 1510.33%2.14%3.28%Q1 2017Q4 202326
Abbot Financial Management, Inc. 26261.12%1.34%1.61%Q2 2017Q3 202326
SRS Capital Advisors, Inc. 1070.00%0.06%0.31%Q4 2016Q3 202326
BB&T SECURITIES, LLC 26260.03%0.13%0.51%Q2 2013Q3 201926
Sunbelt Securities, Inc. 1530.02%0.21%0.71%Q2 2016Q3 202325
BDO Wealth Advisors, LLC 25250.02%0.03%0.07%Q2 2017Q2 202325
TIAA, FSB 25250.01%0.02%0.05%Q2 2017Q2 202325
Strategic Point Investment Advisors, LLC 1160.08%5.79%9.13%Q2 2013Q1 202225
AUA CAPITAL MANAGEMENT, LLC 25250.00%0.10%0.12%Q4 2016Q4 202225
Valeo Financial Advisors, LLC 25250.09%0.15%0.24%Q3 2017Q3 202325
Mutual Advisors, LLC 24240.00%0.23%0.68%Q4 2017Q3 202325
Centiva Capital, LP 1210.00%0.14%0.86%Q2 2019Q3 202325
Wealthcare Advisory Partners LLC 25250.02%0.07%0.34%Q3 2017Q3 202325
Hugh Johnson Advisors LLC 25250.59%1.27%1.93%Q2 2013Q2 201925
Integrated Investment Consultants, LLC 1310.02%0.09%0.12%Q1 2016Q3 202325
Schonfeld Strategic Advisors LLC 710.00%0.56%12.17%Q4 2017Q3 202325
BigSur Wealth Management LLC 25250.67%1.51%2.39%Q3 2017Q3 202325
Glassman Wealth Services 2230.00%0.25%0.56%Q3 2016Q3 202325
Patten Group, Inc. 1910.06%0.10%0.21%Q4 2014Q1 202325
Dorsey & Whitney Trust CO LLC 25250.06%0.23%0.41%Q3 2017Q3 202325
B. Riley Wealth Management, Inc. 1690.00%0.36%2.41%Q1 2014Q2 202225
AdvisorNet Financial, Inc 24240.02%0.11%0.36%Q4 2017Q3 202325
WHITE PINE CAPITAL LLC 25250.09%0.13%0.71%Q1 2015Q1 202125
Sonora Investment Management, LLC 25250.01%0.01%0.03%Q3 2015Q3 202125
Itau Unibanco Holding S.A. 2010.01%0.52%3.32%Q3 2016Q3 202325
Continuum Advisory, LLC 13120.05%0.25%0.58%Q2 2017Q3 202325
Bank Pictet & Cie (Europe) AG 1960.08%1.09%3.24%Q4 2013Q1 202025
Ascent Wealth Partners, LLC 25250.56%0.96%1.97%Q4 2013Q4 201925
CREATIVE FINANCIAL DESIGNS INC /ADV 1810.00%0.08%0.27%Q4 2016Q3 202325
MONROE BANK & TRUST/MI 25250.46%0.64%0.80%Q2 2013Q2 201925
BUCKINGHAM STRATEGIC WEALTH, LLC 23230.00%0.03%0.06%Q1 2018Q3 202325
Annex Advisory Services, LLC 1210.01%3.03%7.28%Q2 2013Q1 202325
Aspen Investment Management Inc 25250.16%0.21%0.30%Q3 2017Q3 202325
M&R CAPITAL MANAGEMENT INC 1780.00%0.04%0.10%Q4 2015Q4 202325
Westside Investment Management, Inc. 1510.01%0.84%1.20%Q4 2016Q3 202325
FACTORY MUTUAL INSURANCE CO 13120.36%0.66%1.40%Q2 2013Q3 202325
Allianz Asset Management GmbH 720.00%0.03%0.15%Q2 2013Q1 202225
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 25250.89%6.86%14.12%Q2 2013Q2 201925
Virtu Financial LLC 1210.02%0.47%1.36%Q1 2014Q3 202325
CHEMICAL BANK 25250.23%0.47%0.62%Q2 2013Q2 201925
Polar Asset Management Partners Inc. 1210.01%0.15%0.67%Q1 2015Q2 202324
Laurel Wealth Advisors, Inc. 2210.03%0.23%0.60%Q1 2016Q4 202224
Ionic Capital Management LLC 910.00%2.38%13.23%Q2 2013Q4 201724
Biltmore Family Office, LLC 24240.08%0.16%0.38%Q4 2017Q3 202324
CALTON & ASSOCIATES, INC. 24240.13%0.27%0.45%Q4 2017Q3 202324
AT Bancorp 24240.11%0.54%4.35%Q2 2013Q1 201924
Successful Portfolios LLC 24240.72%1.02%1.72%Q4 2017Q3 202324
ALBION FINANCIAL GROUP /UT 1310.00%1.52%3.16%Q4 2016Q3 202324
StoneX Group Inc. 1530.05%0.55%1.57%Q4 2016Q3 202324
McIlrath & Eck, LLC 24240.01%0.05%0.10%Q4 2017Q3 202324
Front Row Advisors LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
IFG Advisory, LLC 24240.26%0.50%0.88%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.06%0.12%0.37%Q4 2017Q3 202324
Ballew Advisors, Inc 24240.24%0.35%0.42%Q4 2017Q3 202324
Nikulski Financial, Inc. 24240.14%0.77%2.22%Q4 2017Q3 202324
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 24240.00%0.08%0.16%Q2 2013Q1 201924
OneDigital Investment Advisors LLC 1810.00%0.05%0.15%Q2 2017Q3 202324
Covington Capital Management 2130.01%0.03%0.06%Q2 2013Q3 202224
FIRST WILSHIRE SECURITIES MANAGEMENT INC 24240.06%0.14%0.17%Q4 2017Q3 202324
Mount Yale Investment Advisors, LLC 23230.03%0.37%0.61%Q1 2018Q3 202324
First Personal Financial Services 1010.00%0.02%0.04%Q4 2014Q3 202324
Integrated Wealth Concepts LLC 24240.14%0.59%2.06%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.04%0.41%1.12%Q4 2017Q3 202324
NWAM LLC 1030.02%0.15%0.54%Q2 2012Q3 202324
Sowell Financial Services LLC 1020.08%0.35%1.85%Q4 2016Q3 202324
PARK AVENUE SECURITIES LLC 2310.03%0.09%0.40%Q1 2017Q3 202324
Hochman Cole Investment Advisors, Inc. 24240.29%2.09%3.23%Q4 2015Q3 202124
CASTLEARK MANAGEMENT LLC 1150.09%0.69%1.76%Q4 2014Q4 202224
CAMBRIDGE TRUST CO 2020.01%0.08%0.32%Q4 2016Q3 202324
Financial Advocates Investment Management 24240.07%0.17%0.33%Q4 2017Q3 202324
MEITAV INVESTMENT HOUSE LTD 24240.32%3.68%7.32%Q4 2017Q3 202324
PLIMOTH TRUST CO LLC 24240.29%0.41%0.47%Q4 2017Q3 202324
MGO ONE SEVEN LLC 2120.04%0.23%1.12%Q4 2017Q3 202324
Belpointe Asset Management LLC 1860.05%0.20%0.44%Q3 2017Q3 202324
Avestar Capital, LLC 1190.00%0.08%0.26%Q4 2017Q3 202324
D.B. Root & Company, LLC 24240.11%0.35%1.19%Q4 2017Q3 202324
QUADRANT CAPITAL GROUP LLC 1520.00%0.04%0.15%Q2 2015Q3 202324
Independence Bank of Kentucky 24240.02%0.03%0.08%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.08%0.18%0.31%Q4 2017Q3 202324
EASTERN BANK 24240.03%0.46%1.40%Q2 2013Q1 201924
Poehling Capital Management, INC. 24240.24%0.82%1.94%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
Bray Capital Advisors 2310.13%0.53%1.19%Q3 2015Q3 202324
Bedel Financial Consulting, Inc. 23230.07%0.14%0.24%Q4 2017Q2 202323
FIRST INTERSTATE BANK 13100.00%1.14%1.99%Q4 2017Q3 202323
Chesapeake Wealth Management 23230.46%0.69%0.92%Q1 2018Q3 202323
Acorn Wealth Advisors, LLC 1490.19%0.26%0.32%Q4 2017Q3 202323
AVIANCE CAPITAL MANAGEMENT, LLC 1580.03%1.12%2.95%Q2 2013Q1 201923
REILLY FINANCIAL ADVISORS, LLC 1940.00%0.01%0.01%Q2 2013Q4 202123
J. Goldman & Co LP 410.03%0.15%0.50%Q1 2017Q3 202323
Sutton Wealth Advisors Inc. 23230.01%0.02%0.04%Q1 2018Q3 202323
Spears Abacus Advisors LLC 23230.08%0.15%0.33%Q2 2014Q4 201923
VAUGHAN DAVID INVESTMENTS LLC/IL 23230.02%0.11%0.14%Q1 2018Q3 202323
Altshuler Shaham Ltd 1180.01%9.02%31.37%Q1 2018Q4 202223
GABLES CAPITAL MANAGEMENT INC. 23230.07%0.09%0.12%Q1 2018Q3 202323
BFSG, LLC 1220.04%0.11%0.34%Q1 2017Q3 202323
Chanos & Co LP 1020.10%1.51%4.50%Q1 2016Q3 202023
K.J. Harrison & Partners Inc 23230.27%0.43%0.86%Q2 2014Q4 201923
River Wealth Advisors LLC 1850.07%0.10%0.13%Q4 2017Q3 202323
Lenox Wealth Advisors, LLC 1810.01%0.02%0.06%Q4 2013Q1 202223
Quadrant Capital Management, LLC 23231.55%2.14%2.45%Q2 2014Q4 201923
HL FINANCIAL SERVICES LLC 13100.01%0.06%0.12%Q2 2013Q1 201923
Haverford Trust Co 2210.01%0.02%0.05%Q4 2014Q3 202223
Alexandria Capital, LLC 23230.00%0.03%0.06%Q2 2013Q4 201823
PUBLIC SECTOR PENSION INVESTMENT BOARD 1110.04%0.30%1.32%Q3 2014Q4 201823
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1620.03%0.28%0.52%Q3 2015Q3 202223
Acropolis Investment Management, LLC 1760.02%0.04%0.05%Q1 2014Q3 202323
CMT Asset Management Ltd 12120.01%0.34%1.59%Q1 2013Q4 201523
Linscomb & Williams, Inc. 1940.02%0.03%0.10%Q1 2014Q1 202323
ATLAS CAPITAL ADVISORS LLC 23230.55%0.81%1.14%Q1 2018Q3 202323
MACROVIEW INVESTMENT MANAGEMENT LLC 23230.01%0.02%0.11%Q1 2018Q3 202323
LeJeune Puetz Investment Counsel LLC 23230.06%0.08%0.11%Q3 2017Q1 202323
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 2122.97%15.15%40.65%Q2 2013Q1 201923
LEVIN CAPITAL STRATEGIES, L.P. 1410.00%0.04%0.08%Q1 2017Q3 202323
Barrett Asset Management, LLC 23230.00%0.02%0.03%Q2 2014Q4 201923
SYM FINANCIAL Corp 1490.01%0.02%0.05%Q4 2017Q3 202323
Quantitative Investment Management, LLC 710.15%2.03%6.52%Q3 2013Q2 202323
New England Investment & Retirement Group, Inc. 1010.02%4.46%7.92%Q3 2013Q3 202123
Clarus Wealth Advisors 23230.26%0.74%1.91%Q4 2017Q2 202323
WealthShield Partners, LLC 12110.02%0.44%2.11%Q4 2017Q3 202323
VISTA INVESTMENT MANAGEMENT 1490.14%0.20%0.29%Q4 2017Q3 202323
Lloyds Banking Group plc 1930.04%0.39%1.02%Q2 2013Q4 201822
Main Management ETF Advisors, LLC 22228.94%12.75%16.37%Q4 2017Q1 202322
Sterling Investment Advisors, Ltd. 22220.00%0.01%0.03%Q1 2017Q2 202222
PRIVATE ASSET MANAGEMENT INC 22220.08%0.10%0.12%Q2 2018Q3 202322
Hanlon Investment Management, Inc. 710.12%2.36%13.80%Q3 2013Q2 202222
FAGAN ASSOCIATES, INC. 22220.11%0.37%0.75%Q2 2018Q3 202322
Rockefeller Capital Management L.P. 1930.00%0.16%0.28%Q1 2018Q3 202322
Pointe Capital Management LLC 12100.16%0.21%0.30%Q1 2018Q3 202322
CIM, LLC 2111.08%1.90%4.50%Q2 2013Q4 202222
AlphaStar Capital Management, LLC 22220.05%0.12%0.62%Q4 2017Q1 202322
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.29%0.41%0.65%Q2 2018Q3 202322
MISSION WEALTH MANAGEMENT, LP 19190.00%0.03%0.06%Q1 2019Q3 202322
L & S Advisors Inc 710.03%0.44%5.11%Q2 2013Q4 202222
Avitas Wealth Management LLC 22220.11%0.28%0.44%Q2 2018Q3 202322
CENTRAL BANK & TRUST CO 1930.00%0.53%0.93%Q3 2016Q3 202322
Certified Advisory Corp 11110.15%0.48%0.93%Q4 2017Q3 202322
RFG Advisory, LLC 1010.02%0.08%0.51%Q2 2015Q3 202322
Baldwin Investment Management, LLC 22220.05%0.07%0.09%Q2 2018Q3 202322
OPPENHEIMER ASSET MANAGEMENT INC. 1840.00%0.02%0.09%Q3 2017Q3 202322
Circle Wealth Management, LLC 1570.01%1.96%4.20%Q4 2016Q3 202322
TRUE Private Wealth Advisors 22220.10%0.32%0.54%Q2 2018Q3 202322
TRUSTCORE FINANCIAL SERVICES, LLC 21210.00%0.05%0.19%Q4 2017Q4 202222
ALTFEST L J & CO INC 12100.03%0.29%1.33%Q2 2017Q3 202322
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 22220.17%0.59%1.02%Q2 2013Q3 201822
RiverGlades Family Offices LLC 1441.11%1.32%1.54%Q4 2017Q3 202322
SCHRODER INVESTMENT MANAGEMENT GROUP 910.00%0.11%0.82%Q3 2013Q3 202322
Cerity Partners LLC 12100.01%0.07%0.43%Q3 2017Q3 202322
SHINE INVESTMENT ADVISORY SERVICES INC 2110.20%0.31%1.04%Q1 2015Q3 202022
Prime Capital Investment Advisors, LLC 21210.00%0.53%1.44%Q3 2018Q3 202322
Lumina Fund Management LLC 22220.18%0.45%1.14%Q2 2013Q3 201822
Verdence Capital Advisors LLC 2110.05%0.06%0.09%Q4 2017Q3 202322
Keystone Financial Group 1820.15%0.40%0.59%Q4 2017Q3 202322
RAND WEALTH, LLC 22220.03%0.05%0.07%Q2 2013Q3 201822
BerganKDV Wealth Management, LLC 21210.01%0.01%0.03%Q2 2018Q2 202321
Crestwood Advisors Group, LLC 1920.01%0.02%0.04%Q4 2017Q3 202321
Bouchey Financial Group Ltd 910.03%0.05%0.09%Q4 2015Q3 202321
Busey Bank 2010.04%0.36%0.52%Q1 2014Q3 202321
BRINKER CAPITAL INC 21210.02%0.34%1.47%Q2 2015Q2 202021
InterOcean Capital, LLC 21210.11%0.35%0.49%Q2 2015Q2 202021
STRATEGIC WEALTH MANAGEMENT INC 1010.69%1.82%6.14%Q1 2013Q1 201921
WEST PACES ADVISORS INC. 1560.00%0.04%0.27%Q4 2017Q3 202321
STEVENS CAPITAL MANAGEMENT LP 510.01%1.82%6.21%Q4 2015Q2 202321
Select Asset Management & Trust 1030.19%1.70%5.79%Q1 2014Q3 202321
Donald L. Hagan, LLC 1810.00%1.19%2.60%Q2 2015Q3 202321
J.Safra Asset Management Corp 1650.09%11.90%37.27%Q4 2015Q3 202321
Allen Capital Group, LLC 930.04%0.08%0.11%Q4 2017Q3 202321
Elgethun Capital Management 2010.09%0.13%0.18%Q4 2016Q3 202321
WESPAC Advisors SoCal, LLC 1030.00%0.13%0.34%Q4 2015Q3 202321
Bramshill Investments, LLC 11100.01%0.08%0.20%Q1 2018Q3 202321
Berkshire Money Management, Inc. 1210.00%2.12%5.36%Q1 2013Q1 202221
Capital Wealth Planning, LLC 1210.02%0.24%0.54%Q3 2013Q2 202321
BOOTHBAY FUND MANAGEMENT, LLC 810.01%0.10%0.39%Q4 2014Q1 202321
Van Leeuwen & Company, LLC 21210.46%0.61%0.77%Q3 2018Q3 202321
McGuire Investment Group, LLC 21210.19%0.23%0.27%Q3 2018Q3 202321
Western Wealth Management, LLC 1180.00%0.25%0.46%Q4 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.01%0.02%0.05%Q1 2017Q3 202321
Waldron Private Wealth LLC 2010.05%0.12%0.22%Q4 2015Q3 202321
NOVARE CAPITAL MANAGEMENT LLC 910.04%0.23%0.80%Q3 2016Q3 202321
SUN LIFE FINANCIAL INC 21210.07%2.93%16.20%Q3 2013Q3 201821
Rehmann Capital Advisory Group 810.01%0.07%0.28%Q4 2008Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.05%0.10%0.19%Q3 2018Q3 202321
Meridian Wealth Advisors, LLC 20200.12%0.16%0.24%Q4 2018Q3 202320
SIMPLEX TRADING, LLC 410.00%0.05%0.27%Q1 2015Q3 202220
GYL FINANCIAL SYNERGIES, LLC 20200.12%0.31%0.55%Q4 2018Q3 202320
Robertson Stephens Wealth Management, LLC 20200.30%1.11%3.16%Q4 2018Q3 202320
BRYN MAWR TRUST Co 1320.01%0.02%0.03%Q4 2016Q4 202220
Tradewinds Capital Management, LLC 1410.00%1.12%4.65%Q1 2014Q1 202320
Accredited Investors Inc. 20200.02%0.06%0.15%Q4 2018Q3 202320
Old North State Trust, LLC 1280.05%0.26%0.37%Q3 2018Q3 202320
BEACON FINANCIAL GROUP 20200.22%0.25%0.33%Q4 2018Q3 202320
Campbell Wealth Management 20202.03%2.70%4.16%Q4 2018Q3 202320
Dougherty Wealth Advisers LLC 20200.03%0.05%0.08%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.01%0.03%0.17%Q4 2018Q3 202320
TELEMUS CAPITAL, LLC 1010.02%0.03%0.06%Q1 2017Q4 202220
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 20200.01%0.03%0.07%Q3 2017Q2 202220
Private Wealth Advisors, LLC 20201.29%3.05%8.02%Q4 2018Q3 202320
American Portfolios Advisors 20200.15%0.47%1.18%Q4 2017Q3 202220
DENVER INVESTMENT ADVISORS LLC 20200.01%0.02%0.02%Q2 2013Q1 201820
Evolution Wealth Advisors, LLC 20200.01%3.30%5.62%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.07%0.16%0.31%Q4 2018Q3 202320
WealthOne, LLC 20200.54%2.29%4.29%Q4 2018Q3 202320
NATIXIS ADVISORS, L.P. 1010.00%0.10%0.31%Q2 2013Q3 202320
KMG FIDUCIARY PARTNERS, LLC 20200.06%0.16%0.44%Q4 2018Q3 202320
FIDUCIARY TRUST CO 20200.02%0.03%0.04%Q4 2018Q3 202320
Stratos Wealth Advisors, LLC 20200.05%0.24%0.59%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.02%0.95%2.58%Q4 2018Q3 202320
KG&L Capital Management,LLC 20200.28%0.38%0.62%Q4 2018Q3 202320
BROWN BROTHERS HARRIMAN & CO 1910.00%0.00%0.00%Q4 2014Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.30%1.93%3.90%Q4 2018Q3 202320
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 20200.11%0.18%0.49%Q4 2018Q3 202320
MENDON CAPITAL ADVISORS CORP 1610.26%2.02%4.95%Q1 2013Q4 201920
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1910.00%0.04%0.08%Q3 2017Q3 202320
GAM Holding AG 1550.00%0.11%0.19%Q3 2013Q4 201820
Ancora Advisors LLC 1610.00%0.01%0.06%Q4 2016Q3 202320
First Financial Bank - Trust Division 1130.02%0.13%0.42%Q2 2017Q4 202320
Edge Capital Group, LLC 20200.02%0.04%0.08%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.17%0.48%1.02%Q4 2014Q3 201920
Principle Wealth Partners LLC 20200.05%0.20%0.36%Q4 2018Q3 202320
Magnus Financial Group LLC 20200.04%0.29%0.62%Q4 2018Q3 202320
HRT FINANCIAL LP 510.02%0.52%3.71%Q1 2016Q3 202320
BLACKROCK ADVISORS LLC 11110.00%0.06%0.47%Q2 2014Q4 201620
Ellis Investment Partners, LLC 20200.40%1.15%1.88%Q4 2018Q3 202320
Hillcrest Wealth Advisors - NY, LLC 20200.27%0.92%1.96%Q4 2018Q3 202320
Salomon & Ludwin, LLC 20201.45%1.99%3.34%Q4 2018Q3 202320
JONES FINANCIAL COMPANIES LLLP 1210.00%0.00%0.01%Q2 2013Q3 202320
Pettinga Financial Advisors LLC 20200.13%0.55%1.30%Q4 2018Q3 202320
Fieldpoint Private Securities, LLC 20200.00%0.30%0.61%Q3 2017Q2 202220
Xcel Wealth Management, LLC 20200.17%0.29%0.46%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.13%0.43%1.14%Q4 2018Q3 202320
HCR Wealth Advisors 1640.02%0.14%0.34%Q1 2017Q1 202220
Proficio Capital Partners LLC 1410.03%0.14%0.53%Q1 2016Q1 202320
Johnson Financial Group, Inc. 1210.00%0.01%0.04%Q1 2014Q3 202320
COMMERZBANK AKTIENGESELLSCHAFT /FI 1910.00%0.25%1.92%Q2 2013Q4 201920
TrinityPoint Wealth, LLC 20200.05%0.46%0.98%Q4 2018Q3 202320
Eukles Asset Management 20200.00%0.00%0.00%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.04%0.08%0.13%Q4 2013Q3 201820
Laurel Wealth Advisors LLC 20200.61%0.86%1.32%Q4 2018Q3 202320
Full Sail Capital, LLC 20200.17%0.40%0.62%Q4 2018Q3 202320
Archer Investment Corp 20200.01%0.02%0.07%Q4 2018Q3 202320
Larson Financial Group LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Deer Park Road Corp 19191.12%3.46%6.49%Q3 2018Q1 202319
TOMPKINS FINANCIAL CORP 1010.00%0.01%0.02%Q1 2016Q4 202319
MACQUARIE GROUP LTD 1110.00%0.00%0.00%Q2 2013Q3 202319
RDA Financial Network 19190.30%0.49%0.75%Q1 2019Q3 202319
PFG Advisors 1120.03%0.23%0.53%Q4 2017Q3 202319
ARCADIA INVESTMENT MANAGEMENT CORP/MI 19190.01%0.01%0.02%Q4 2018Q2 202319
Shulman DeMeo Asset Management LLC 1180.09%0.15%0.32%Q4 2018Q3 202319
BARINGS LLC 1630.00%0.07%0.14%Q2 2013Q3 202119
TSFG, LLC 19190.39%1.25%2.44%Q1 2019Q3 202319
Longer Investments Inc. 1361.16%5.01%6.55%Q1 2014Q1 201919
CANADA PENSION PLAN INVESTMENT BOARD 1610.00%0.26%0.66%Q2 2013Q3 202319
VICUS CAPITAL 1810.03%0.20%0.68%Q3 2015Q2 202019
Kingsview Wealth Management, LLC 610.00%0.09%0.30%Q3 2018Q3 202319
Interval Partners, LP 610.06%0.35%0.89%Q2 2014Q2 202319
Concert Wealth Management Inc. 17170.00%0.29%0.88%Q2 2013Q2 201719
Joseph P. Lucia & Associates, LLC 19190.70%1.28%1.91%Q1 2019Q3 202319
AGF Investments LLC 19190.00%5.16%12.21%Q1 2018Q3 202219
Intercontinental Wealth Advisors, LLC 1130.05%0.10%0.16%Q1 2017Q2 202319
Realta Investment Advisors 19190.19%0.37%0.46%Q1 2019Q3 202319
Corbenic Partners LLC 1610.00%2.82%5.03%Q1 2014Q2 202219
FIRST MERCHANTS CORP 1720.11%0.26%0.36%Q1 2015Q3 202319
SCHAFER CULLEN CAPITAL MANAGEMENT INC 910.00%0.10%0.66%Q4 2013Q4 202019
GERMAN AMERICAN BANCORP, INC. 1810.09%0.24%0.88%Q4 2018Q3 202319
Alphadyne Asset Management LP 510.06%12.86%72.17%Q4 2016Q3 202319
ONTARIO TEACHERS PENSION PLAN BOARD 610.01%0.33%1.02%Q3 2015Q1 202319
V Wealth Advisors LLC 1010.00%0.10%0.51%Q2 2017Q2 202319
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1360.08%0.64%1.42%Q2 2013Q3 202319
INNEALTA CAPITAL, LLC 1450.98%5.25%8.97%Q4 2018Q3 202319
Coyle Financial Counsel LLC 1510.11%0.36%0.54%Q4 2013Q1 202219
Investors Research Corp 19190.00%0.01%0.02%Q1 2019Q3 202319
LIBERTY WEALTH MANAGEMENT LLC 1630.01%1.70%16.13%Q4 2018Q3 202319
10-15 ASSOCIATES, INC. 1010.06%0.24%0.59%Q1 2014Q2 201919
All Terrain Financial Advisors, LLC 1090.15%0.20%0.35%Q4 2017Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.05%0.16%Q1 2019Q3 202319
Ferris Capital, LLC 1630.07%0.40%1.18%Q2 2017Q1 202219
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.02%0.04%0.06%Q3 2018Q3 202319
Csenge Advisory Group 1610.00%0.06%0.10%Q4 2017Q3 202319
ROCKEFELLER FINANCIAL SERVICES INC 19190.00%0.00%0.00%Q2 2013Q4 201719
Arete Wealth Advisors, LLC 19190.03%0.06%0.21%Q4 2018Q2 202319
Capital Advisory Group Advisory Services, LLC 19190.06%0.27%1.50%Q1 2018Q3 202219
First National Bank of South Miami 19190.11%0.17%0.32%Q4 2018Q2 202319
Alpha Cubed Investments, LLC 1010.02%0.20%0.64%Q3 2017Q3 202319
LFA - Lugano Financial Advisors SA 1310.16%1.30%2.32%Q2 2018Q2 202319
Altium Wealth Management LLC 19190.03%0.14%0.53%Q4 2017Q2 202219
LOOMIS SAYLES & CO L P 710.00%0.03%0.28%Q2 2013Q1 202119
Garde Capital, Inc. 1110.01%0.15%0.53%Q2 2014Q3 202319
UBS AG 660.01%0.12%0.39%Q2 2013Q3 201418
CX Institutional 1510.02%0.52%1.67%Q2 2018Q3 202318
Asset Advisors Investment Management, LLC 18180.04%0.25%0.63%Q3 2018Q4 202218
Private Capital Group, LLC 18180.00%0.02%0.06%Q4 2017Q1 202218
Newfound Research LLC 910.26%2.48%5.96%Q3 2016Q3 202218
SVB WEALTH LLC 18180.02%0.03%0.05%Q2 2019Q3 202318
Allred Capital Management, LLC 18180.11%0.27%0.37%Q4 2018Q1 202318
Azimuth Capital Management LLC 18180.05%1.06%1.52%Q4 2016Q1 202118
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.00%0.00%0.02%Q4 2015Q1 202018
Semmax Financial Advisors Inc. 1710.00%0.04%0.37%Q4 2018Q3 202318
Aspire Private Capital, LLC 1130.00%0.60%2.74%Q4 2018Q3 202318
Trek Financial, LLC 18180.57%0.93%1.39%Q2 2019Q3 202318
GREAT VALLEY ADVISOR GROUP, INC. 18180.08%0.25%0.45%Q2 2019Q3 202318
INVESTMENT CENTERS OF AMERICA INC 18180.16%0.32%0.73%Q2 2013Q3 201718
SII INVESTMENTS INC/WI 1710.04%0.12%0.46%Q2 2013Q4 201718
Jaffetilchin Investment Partners, LLC 1020.02%0.19%0.37%Q2 2013Q3 202318
THOMPSON DAVIS & CO., INC. 1710.03%0.10%0.27%Q1 2014Q3 201818
Aptus Capital Advisors, LLC 16160.00%0.13%1.45%Q4 2019Q3 202318
SteelPeak Wealth, LLC 16160.00%0.10%0.17%Q4 2019Q3 202318
Kovitz Investment Group Partners, LLC 1510.01%0.05%0.07%Q4 2016Q1 202318
Parsec Financial Management, Inc. 1210.01%0.01%0.02%Q4 2015Q1 202318
PUTNAM INVESTMENTS LLC 510.02%0.06%0.14%Q2 2015Q4 202118
Tennessee Valley Asset Management Partners 990.09%0.16%0.22%Q1 2019Q3 202318
Cordasco Financial Network 18180.01%0.06%0.20%Q1 2018Q2 202218
NATIONAL PLANNING CORP 18180.12%0.22%0.68%Q2 2013Q3 201718
Heritage Wealth Advisors 1510.00%0.04%0.30%Q3 2018Q3 202318
Vigilant Capital Management, LLC 720.00%0.01%0.02%Q1 2015Q4 202218
Balentine LLC 1260.00%0.00%0.01%Q3 2016Q3 202318
KILEY JUERGENS WEALTH MANAGEMENT, LLC 840.17%0.32%0.75%Q4 2017Q3 202318
W.G. Shaheen & Associates DBA Whitney & Co 1350.04%0.07%0.31%Q4 2018Q3 202318
Truvestments Capital LLC 810.01%0.02%0.04%Q3 2018Q3 202318
Commonwealth Equity Services, Inc 18180.13%0.26%0.33%Q2 2013Q3 201718
Personal Capital Advisors Corp 1710.00%0.03%0.33%Q4 2016Q4 202218
Carmichael Hill & Associates, Inc. 1610.09%0.20%0.27%Q1 2018Q3 202318
Crewe Advisors LLC 820.00%0.05%0.13%Q4 2017Q3 202318
FIRST FOUNDATION ADVISORS 1710.01%0.03%0.04%Q2 2018Q3 202318
Wellington Shields Capital Management, LLC 1440.05%0.09%0.13%Q1 2015Q2 202018
ELCO Management Co., LLC 18180.20%0.25%0.33%Q2 2019Q3 202318
APPLETON GROUP, LLC 610.25%0.48%0.78%Q1 2014Q2 202118
DAVIDSON & GARRARD INC 18180.09%0.17%0.25%Q2 2013Q3 201718
Aries Wealth Management 660.12%0.20%0.40%Q4 2018Q3 202318
RAY GERALD L & ASSOCIATES LTD 18180.07%0.08%0.09%Q2 2013Q3 201718
UBS ASSET MANAGEMENT AMERICAS INC 1210.00%0.05%0.10%Q2 2013Q2 202118
NOMURA ASSET MANAGEMENT CO LTD 710.00%0.03%0.11%Q4 2015Q3 202318
DT Investment Partners, LLC 1620.08%0.13%0.17%Q3 2017Q3 202318
Sumitomo Mitsui Trust Holdings, Inc. 820.00%0.01%0.02%Q3 2015Q1 202218
SALEM INVESTMENT COUNSELORS INC 18180.01%0.02%0.04%Q2 2019Q3 202318
Hillswick Asset Management, LLC 181812.10%16.64%18.92%Q4 2014Q1 201918
Steinberg Global Asset Management 18181.19%2.10%2.56%Q4 2014Q1 201918
Sage Capital Advisors,llc 1710.10%0.17%0.35%Q1 2018Q3 202318
Trellis Advisors, LLC 18180.17%0.26%0.38%Q2 2018Q3 202218
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Beacon Pointe Advisors, LLC 18180.02%0.05%0.14%Q2 2019Q3 202318
TEXAS PERMANENT SCHOOL FUND CORP 1440.01%0.04%0.09%Q1 2013Q1 202018
Ellevest, Inc. 18180.00%0.02%0.03%Q2 2019Q3 202318
Advisory Alpha, LLC 1110.01%0.87%2.10%Q1 2019Q3 202317
Bell Bank 17171.56%4.75%7.98%Q3 2019Q3 202317
ASSET ADVISORS CORP 1070.02%0.40%0.68%Q1 2014Q2 201817
BOURGEON CAPITAL MANAGEMENT LLC 17170.01%0.11%0.15%Q3 2019Q3 202317
AMI INVESTMENT MANAGEMENT INC 17170.55%1.45%1.91%Q4 2018Q4 202217
QCM Cayman, Ltd. 610.04%0.62%1.99%Q2 2013Q3 202317
OXFORD FINANCIAL GROUP, LTD. LLC 1610.03%0.09%0.31%Q4 2017Q3 202317
WRAPMANAGER INC 910.07%2.15%8.36%Q3 2012Q2 201917
Bowling Portfolio Management LLC 1250.05%0.22%0.40%Q4 2014Q4 201917
IMS Capital Management 1250.04%0.19%0.30%Q3 2017Q4 202117
Aldebaran Financial Inc. 1610.21%2.26%3.06%Q4 2013Q3 202017
MidWestOne Financial Group, Inc. 1340.20%0.24%0.31%Q2 2019Q3 202317
WealthTrust-Arizona, LLC 1160.01%0.11%0.23%Q2 2013Q3 201817
Lenox Wealth Management, Inc. 1520.00%0.03%0.07%Q4 2015Q2 202017
TD Capital Management LLC 510.00%0.00%0.00%Q4 2016Q3 202317
Homrich & Berg 1010.00%0.03%0.06%Q2 2015Q3 202117
FIC CAPITAL INC 17170.09%0.28%0.55%Q3 2013Q3 201717
Eidelman Virant Capital 1070.08%0.14%0.24%Q2 2013Q3 202217
WFG Advisors, LP 17170.12%0.31%1.07%Q2 2013Q2 201717
Weatherstone Capital Management 1310.10%0.57%1.32%Q2 2013Q1 201917
PICTET BANK & TRUST Ltd 17170.50%2.69%7.37%Q2 2015Q2 201917
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 15150.01%0.72%3.24%Q4 2019Q2 202317
Sterling Global Strategies LLC 1430.21%1.39%5.95%Q4 2014Q1 201917
Virtu KCG Holdings LLC 16160.00%0.05%0.12%Q3 2013Q2 201717
JANICZEK WEALTH MANAGEMENT, LLC 1070.00%0.01%0.01%Q4 2018Q3 202317
Eagle Capital Management, LLC 830.09%2.22%5.30%Q4 2013Q3 202317
Wealth Architects, LLC 1010.04%0.06%0.08%Q3 2017Q4 202217
Argent Trust Co 1410.01%0.03%0.04%Q2 2018Q3 202317
Mercer Capital Advisers, Inc. 17170.00%0.01%0.01%Q4 2014Q4 201817
Peak Asset Management, LLC 740.09%0.20%0.37%Q4 2014Q3 202317
JUNCTURE WEALTH STRATEGIES, LLC 1612.10%5.80%8.47%Q4 2014Q4 202117
USA FINANCIAL FORMULAS 930.05%0.13%0.20%Q4 2017Q3 202317
Westbourne Investment Advisors, Inc. 1210.10%0.26%0.39%Q3 2018Q3 202317
Berkeley Capital Partners, LLC 710.15%0.48%1.01%Q4 2015Q4 202217
Vivaldi Capital Management LP 1430.05%0.08%0.14%Q2 2019Q3 202317
Fusion Family Wealth LLC 17170.00%0.01%0.02%Q1 2017Q1 202117
Florin Court Capital LLP 720.53%5.58%11.17%Q4 2016Q1 202317
NVWM, LLC 930.01%0.19%0.58%Q4 2017Q3 202317
CAMDEN NATIONAL BANK 17171.16%1.40%1.73%Q2 2018Q2 202217
Summit Trail Advisors, LLC 1250.02%0.11%0.40%Q4 2017Q3 202217
6 Meridian 17170.08%0.24%0.79%Q4 2017Q4 202117
Rice Partnership, LLC 1610.02%0.04%0.10%Q2 2019Q3 202317
Next Capital Management LLC 1340.08%3.03%6.36%Q4 2018Q3 202317
Advisory Resource Group 1070.13%0.45%0.86%Q4 2018Q3 202317
TimeScale Financial, Inc. 17170.00%0.01%0.02%Q2 2019Q2 202317
Lindbrook Capital, LLC 1430.00%0.04%0.11%Q4 2018Q3 202317
WealthBridge Capital Management, LLC 1160.18%0.65%1.99%Q4 2018Q3 202317
Guidance Point Advisors, LLC 17170.17%0.18%0.20%Q3 2019Q3 202317
Frisch Financial Group, Inc. 1253.70%4.46%5.45%Q4 2018Q3 202317
Global Wealth Management Investment Advisory, Inc. 1520.02%0.05%0.19%Q4 2018Q3 202317
American Financial Advisors, LLC 1610.04%0.11%0.18%Q4 2018Q3 202317
Tranquility Partners, LLC 1430.26%0.62%2.21%Q2 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.02%0.02%0.05%Q3 2019Q3 202317
HBW ADVISORY SERVICES LLC 17170.15%0.34%1.02%Q3 2019Q3 202317
Pacifica Partners Inc. 17170.01%0.01%0.03%Q4 2019Q4 202317
Private Wealth Strategies, L.L.C. 16160.01%0.14%0.27%Q4 2019Q3 202317
GARCIA HAMILTON & ASSOCIATES LP/DE 17170.08%0.24%0.70%Q2 2013Q2 201717
Sage Advisory Services, Ltd.Co. 830.02%2.20%4.60%Q2 2017Q2 202216
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.07%0.18%0.38%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.04%0.19%Q4 2019Q3 202316
BlackRock Investment Management, LLC 11110.00%0.00%0.00%Q2 2014Q4 201616
BAINCO INTERNATIONAL INVESTORS 1410.00%0.66%2.24%Q2 2015Q4 202016
Bank of Marin 16160.63%0.93%1.34%Q4 2019Q3 202316
LifeSteps Financial, Inc. 16160.25%0.28%0.32%Q4 2019Q3 202316
YHB Investment Advisors, Inc. 1330.03%0.04%0.06%Q2 2019Q3 202316
Integrated Advisors Network LLC 16160.03%0.23%0.52%Q4 2019Q3 202316
BAROMETER CAPITAL MANAGEMENT INC. 620.11%0.36%1.02%Q4 2013Q4 202116
JMG Financial Group, Ltd. 1110.01%0.02%0.03%Q4 2017Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.02%0.05%0.09%Q2 2013Q1 201716
GenTrust, LLC 1030.01%0.17%0.34%Q1 2020Q2 202316
Sharkey, Howes & Javer 16160.27%0.33%0.55%Q3 2015Q2 201916
WASHINGTON TRUST Co 1510.00%0.03%0.15%Q2 2018Q3 202316
Alpine Global Management, LLC 310.03%0.86%5.78%Q3 2014Q3 202316
DUBUQUE BANK & TRUST CO 740.00%0.02%0.05%Q2 2013Q1 201916
BELLEVUE ASSET MANAGEMENT, LLC 16160.02%0.02%0.03%Q4 2019Q3 202316
Clarity Wealth Advisors, LLC 16160.59%0.77%0.92%Q4 2019Q3 202316
Advisors Preferred, LLC 610.01%2.26%12.91%Q4 2013Q2 202216
HYMAN CHARLES D 16160.02%0.03%0.04%Q4 2019Q3 202316
Aurora Private Wealth, Inc. 16160.14%0.24%0.40%Q4 2019Q3 202316
JSF Financial, LLC 970.14%0.82%3.06%Q4 2018Q1 202316
Venture Visionary Partners LLC 16160.05%0.13%0.19%Q4 2019Q3 202316
Legacy Bridge, LLC 16160.01%0.04%0.05%Q4 2019Q3 202316
Harborview Advisors, LLC 16160.26%0.38%0.61%Q4 2017Q3 202116
IFC Holdings Incorporated/FL 1310.04%0.12%0.54%Q2 2013Q4 201716
Jackson Hole Capital Partners, LLC 1330.02%0.11%0.19%Q2 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.03%0.29%1.42%Q4 2019Q3 202316
Providence Capital Advisors, LLC 1010.00%0.07%0.18%Q4 2017Q3 202316
Soros Fund Management 410.01%0.48%1.68%Q2 2013Q2 202316
Ranch Capital Advisors Inc. 16160.02%0.35%0.97%Q4 2019Q3 202316
Fusion Capital, LLC 16160.18%0.25%0.44%Q4 2019Q3 202316
Windsor Creek Advisors, LLC 880.07%0.39%1.00%Q1 2020Q4 202116
Mine & Arao Wealth Creation & Management, LLC. 16160.02%0.03%0.04%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Gladstone Institutional Advisory LLC 1110.10%0.24%0.83%Q4 2018Q3 202316
EPG Wealth Management LLC 16160.36%0.82%1.33%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.00%0.03%0.07%Q4 2019Q3 202316
Keel Point, LLC 1110.02%0.46%2.00%Q4 2016Q3 202316
PRUDENT INVESTORS NETWORK, INC. 16163.45%6.09%9.99%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.00%0.00%0.01%Q4 2019Q3 202316
Keebeck Wealth Management, LLC 16160.14%0.27%0.68%Q4 2019Q3 202316
FAS Wealth Partners, Inc. 16160.00%0.01%0.02%Q4 2019Q3 202316
Sowa Financial Group, Inc. 16160.04%0.56%0.89%Q4 2019Q3 202316
Creegan & Nassoura Financial Group, LLC 16160.23%0.29%0.34%Q4 2019Q3 202316
JNBA Financial Advisors 1110.00%0.00%0.03%Q3 2013Q3 202316
Laidlaw Wealth Management LLC 16160.13%0.55%1.05%Q4 2019Q3 202316
ExodusPoint Capital Management, LP 1010.00%0.28%2.20%Q2 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.01%0.01%0.01%Q2 2019Q3 202316
Antonetti Capital Management LLC 910.00%0.99%3.25%Q2 2010Q3 202316
Hudson Bay Capital Management LP 420.03%0.28%1.14%Q4 2014Q3 202316
USCA RIA LLC 810.02%0.13%0.36%Q4 2016Q2 202116
55I, LLC 16160.21%0.42%0.97%Q4 2018Q3 202216
Freedom Investment Management, Inc. 510.02%0.14%0.56%Q1 2015Q3 202316
CUE ADVISORY SERVICES, INC. 16160.27%0.95%1.98%Q4 2014Q3 201816
Allen Investment Management, LLC 1240.00%0.01%0.04%Q1 2019Q3 202316
Arkadios Wealth Advisors 16160.04%0.21%0.39%Q4 2019Q3 202316
HoyleCohen, LLC 1330.03%0.09%0.16%Q2 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Kore Private Wealth LLC 16160.76%1.31%1.73%Q4 2018Q3 202216
Cedar Wealth Management, LLC 1060.00%0.08%0.16%Q2 2019Q3 202316
Wagner Wealth Management, LLC 1240.01%0.16%0.58%Q4 2017Q3 202316
Phoenix Holdings Ltd. 16160.01%2.02%8.36%Q4 2019Q3 202316
Arrow Investment Advisors, LLC 610.22%4.43%6.85%Q2 2013Q1 202216
Wealthspire Advisors, LLC 16160.01%0.03%0.04%Q4 2019Q3 202316
Dorsey Wright & Associates 610.02%1.86%4.70%Q2 2013Q1 202216
FLOW TRADERS U.S. LLC 510.00%0.09%0.25%Q2 2014Q2 202316
SPRENG CAPITAL MANAGEMENT, INC. 16160.68%0.90%1.64%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.08%0.13%0.20%Q4 2019Q3 202316
FinTrust Capital Advisors, LLC 15150.02%0.03%0.04%Q1 2020Q3 202315
HIGH POINT BANK & TRUST CO 15150.01%0.01%0.02%Q2 2013Q4 201615
MSI Financial Services Inc 15150.17%0.50%0.80%Q2 2013Q4 201615
HHM Wealth Advisors, LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
Princeton Global Asset Management LLC 1050.01%0.02%0.03%Q4 2018Q3 202315
DELTA ASSET MANAGEMENT LLC/TN 510.00%0.00%0.01%Q2 2013Q3 202315
Pacific Wealth Strategies Group, Inc. 15151.14%1.57%1.78%Q4 2016Q2 202015
Blue Edge Capital, LLC 620.39%1.04%1.45%Q4 2013Q1 202215
Northeast Financial Consultants Inc 1410.02%0.04%0.06%Q1 2019Q3 202315
Sullivan, Bruyette, Speros & Blaney, LLC 15150.01%0.03%0.05%Q3 2017Q1 202115
Apexium Financial, LP 1410.13%0.25%0.35%Q4 2019Q3 202315
LEUTHOLD GROUP, LLC 610.03%0.39%2.43%Q1 2018Q3 202315
Clearstead Advisors, LLC 15150.00%0.06%0.17%Q1 2020Q3 202315
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1320.00%0.00%0.00%Q4 2016Q4 202215
Spectrum Management Group, LLC 1140.00%1.37%3.89%Q4 2016Q2 202215
FIRST NATIONAL CORP /MA/ /ADV 1320.01%0.14%0.23%Q4 2018Q1 202315
Faithward Advisors, LLC 15150.00%0.02%0.07%Q3 2019Q1 202315
Newfoundland Capital Management 610.10%2.84%21.16%Q1 2017Q3 202215
Lavaca Capital LLC 420.02%0.22%0.48%Q4 2018Q3 202315
United Bank 15150.20%2.09%3.30%Q4 2016Q2 202015
SEI INVESTMENTS CO 1410.00%0.00%0.01%Q4 2014Q1 201915
BRR OpCo, LLC 15150.07%0.23%0.41%Q1 2019Q3 202215
MONETA GROUP INVESTMENT ADVISORS LLC 1120.01%0.03%0.04%Q2 2018Q3 202315
Clear Perspective Advisors, LLC 1320.10%0.18%0.23%Q4 2016Q4 202115
Wealthspire Advisors, L.P. 1410.01%0.02%0.03%Q4 2015Q3 202015
DSC Advisors, L.P. 510.01%0.79%2.89%Q4 2012Q2 201915
Executive Wealth Management, LLC 1110.02%0.04%0.07%Q4 2018Q3 202315
Laird Norton Wetherby Wealth Management, LLC 710.01%0.03%0.05%Q2 2015Q2 202315
RWA WEALTH PARTNERS, LLC 920.01%0.41%1.55%Q1 2017Q3 202315
DFPG INVESTMENTS, LLC 640.03%0.15%0.55%Q4 2018Q3 202315
OLD MISSION CAPITAL LLC 410.00%0.18%0.77%Q1 2017Q3 202215
PrairieView Partners, LLC 15150.00%0.01%0.03%Q1 2020Q3 202315
Stellar Capital Management, LLC 15150.18%0.23%0.26%Q4 2016Q2 202015
Advisor Group, Inc. 15150.14%0.23%0.36%Q2 2016Q4 201915
Summit Financial Wealth Advisors, LLC 15150.08%0.20%0.38%Q4 2014Q2 201815
Horizon Investments, LLC 1010.03%0.66%3.49%Q2 2013Q3 202315
LGL PARTNERS, LLC 15150.10%0.26%0.51%Q1 2020Q3 202315
Braver Wealth Management, LLC 15150.04%1.62%3.64%Q2 2013Q4 201615
Delphi Private Advisors LLC 15150.03%0.09%0.15%Q4 2015Q2 201915
TCTC Holdings, LLC 15150.01%0.05%0.10%Q1 2020Q3 202315
WEALTH ADVISORS, INC. 1020.02%0.47%5.72%Q4 2019Q2 202315
Fiera Capital Corp 510.00%0.01%0.02%Q2 2013Q4 202015
Sterneck Capital Management, LLC 1230.13%0.41%0.60%Q1 2015Q3 202315
American Institute for Advanced Investment Management, LLP 15150.45%0.89%1.41%Q1 2020Q3 202315
Seven Springs Wealth Group, LLC 15150.17%0.19%0.25%Q1 2020Q3 202315
RMR Wealth Builders 1410.02%0.30%0.54%Q4 2019Q3 202315
Altavista Wealth Management, Inc. 15150.07%0.38%0.52%Q4 2016Q2 202015
INVESTMENT ADVISORY SERVICES INC /TX /ADV 1050.12%0.20%0.44%Q4 2019Q3 202315
Risk Paradigm Group, LLC 15150.02%0.49%2.10%Q1 2015Q3 201815
N.E.W. Advisory Services LLC 1410.08%0.16%0.25%Q4 2019Q3 202315
Geneva Advisors, LLC 15150.00%0.03%0.06%Q4 2013Q2 201715
Aveo Capital Partners, LLC 1410.07%0.51%1.60%Q4 2019Q3 202315
Powell Investment Advisors, LLC 15150.03%0.30%0.72%Q1 2020Q3 202315
CADINHA & CO LLC 810.04%0.95%5.66%Q2 2013Q3 201815
Claret Asset Management Corp 960.04%0.05%0.06%Q4 2017Q1 202215
Fulcrum Equity Management 1120.07%0.80%1.34%Q3 2019Q3 202315
ATTICUS WEALTH MANAGEMENT, LLC 1140.26%1.06%1.86%Q4 2019Q3 202315
Modus Advisors, LLC 15150.19%2.04%2.43%Q2 2020Q4 202315
Retirement Group, LLC 1410.01%0.03%0.06%Q4 2019Q3 202315
BTR CAPITAL MANAGEMENT INC 810.03%0.16%0.38%Q4 2013Q3 202215
Graypoint LLC 15150.54%1.04%1.91%Q1 2020Q3 202315
Avion Wealth 15150.04%0.06%0.07%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.08%0.15%0.27%Q1 2020Q3 202315
WESTPORT RESOURCES MANAGEMENT INC 14140.01%0.03%0.08%Q2 2013Q3 201615
APPLETON PARTNERS INC/MA 1230.02%0.05%0.09%Q2 2019Q4 202315
Zuckerman Investment Group, LLC 15150.89%1.02%1.14%Q1 2020Q3 202315
tru Independence LLC 1410.02%0.38%1.02%Q4 2019Q3 202315
PSI Advisors, LLC 1410.19%0.30%0.46%Q4 2019Q3 202315
FLPUTNAM INVESTMENT MANAGEMENT CO 610.01%0.02%0.06%Q4 2018Q3 202315
Key FInancial Inc 1220.06%0.10%0.31%Q4 2019Q3 202314
MayTech Global Investments, LLC 14140.00%0.01%0.01%Q1 2018Q2 202114
Costello Asset Management, INC 14140.00%0.17%0.29%Q2 2020Q3 202314
Mission Creek Capital Partners, Inc. 1310.09%0.52%0.77%Q4 2019Q3 202314
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 1020.00%0.72%1.74%Q1 2015Q3 202314
LBA Wealth Management, LLC 14140.01%0.02%0.03%Q4 2013Q1 201714
Sabal Trust CO 1310.03%0.29%0.34%Q2 2013Q4 201814
Moneda S.A. Administradora General de Fondos 14140.67%1.68%4.41%Q4 2019Q1 202314
Overbrook Management Corp 950.06%0.21%0.39%Q4 2016Q4 202214
Marks Group Wealth Management, Inc 14140.06%0.07%0.08%Q4 2019Q1 202314
Canal Capital Management, LLC 810.05%1.13%2.77%Q1 2015Q1 202314
Atlantic Union Bankshares Corp 14140.03%0.04%0.05%Q2 2020Q3 202314
TRANSCEND CAPITAL ADVISORS, LLC 950.10%0.41%0.96%Q1 2020Q3 202314
Alaska Permanent Fund Corp 1220.03%1.84%7.29%Q1 2020Q3 202314
JFS WEALTH ADVISORS, LLC 1110.00%0.14%0.27%Q4 2015Q3 202314
J.W. COLE ADVISORS, INC. 810.10%0.22%0.32%Q4 2019Q3 202314
Bank Julius Baer & Co. Ltd, Zurich 1310.00%0.01%0.02%Q1 2020Q3 202314
TIEDEMANN ADVISORS, LLC 510.01%0.01%0.02%Q4 2017Q1 202214
Marathon Trading Investment Management LLC 510.01%0.12%0.72%Q1 2017Q3 202314
WestEnd Advisors, LLC 1310.00%3.45%6.66%Q1 2020Q3 202314
SevenBridge Financial Group, LLC 1310.02%0.05%0.14%Q2 2016Q4 202114
Strategic Family Wealth Counselors, L.L.C. 1130.09%0.13%0.23%Q4 2018Q3 202314
NORTHSTAR WEALTH PARTNERS LLC 14140.16%0.82%2.22%Q1 2017Q2 202014
MKP Capital Management, L.L.C. 410.25%20.49%44.81%Q1 2017Q3 202314
LINDEN ADVISORS LP 410.03%0.18%0.62%Q1 2017Q4 202214
GeoWealth Management, LLC 14140.01%0.48%1.12%Q2 2020Q3 202314
Sheaff Brock Investment Advisors, LLC 1310.01%0.05%0.09%Q4 2016Q1 202214
Willingdon Wealth Management 14140.00%1.11%2.06%Q4 2016Q1 202014
Caprock Group, LLC 710.00%0.04%0.08%Q3 2017Q4 202214
Capital Square, LLC 14140.03%0.70%0.92%Q1 2020Q2 202314
Connor, Clark & Lunn Investment Management Ltd. 950.04%0.10%0.17%Q1 2014Q3 201714
Vectors Research Management, LLC 14140.00%0.01%0.02%Q1 2019Q2 202214
Smart Portfolios, LLC 510.16%1.16%3.99%Q2 2013Q4 202214
Grassi Investment Management 1110.03%0.07%0.29%Q1 2019Q3 202314
Global Financial Private Capital, Inc 14140.00%0.46%1.10%Q1 2017Q2 202014
DIVIDEND ASSETS CAPITAL, LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
Triangle Securities Wealth Management 1010.07%0.17%0.21%Q2 2013Q4 202114
Capital Planning Advisors, LLC 1310.01%0.71%1.28%Q3 2015Q3 201914
Granite Investment Advisors, LLC 1220.06%0.08%0.11%Q1 2017Q3 202114
Banco de Sabadell, S.A 14140.04%0.42%1.43%Q4 2017Q1 202114
Versant Capital Management, Inc 14140.00%0.00%0.00%Q1 2018Q2 202114
Horrell Capital Management, Inc. 14140.02%0.06%0.10%Q2 2020Q3 202314
WHALEROCK POINT PARTNERS, LLC 14140.10%0.27%0.50%Q4 2016Q1 202014
ARGENTIERE CAPITAL AG 810.12%2.97%10.41%Q3 2014Q1 201914
Rosenberg Matthew Hamilton 14140.00%0.01%0.01%Q2 2020Q3 202314
Wealth Advisory Solutions, LLC 860.00%0.40%0.58%Q4 2019Q2 202314
Eudaimonia Partners, LLC 720.01%0.35%0.79%Q4 2019Q3 202314
Bristlecone Advisors, LLC 1310.02%0.04%0.06%Q3 2017Q3 202314
Worth Venture Partners, LLC 14140.12%0.26%0.46%Q1 2017Q2 202014
Wealthstreet Investment Advisors, LLC 14140.07%0.09%0.10%Q4 2017Q1 202114
Charles Schwab Investment Advisory, Inc. 1220.01%1.88%3.20%Q3 2013Q3 201814
Foundations Investment Advisors, LLC 1110.03%0.62%6.42%Q4 2018Q3 202314
ARROWGRASS CAPITAL PARTNERS (US) LP 410.00%0.18%1.57%Q1 2015Q3 201914
Asset Management One Co., Ltd. 14140.01%0.02%0.02%Q2 2020Q3 202314
Valmark Advisers, Inc. 14140.01%0.02%0.03%Q2 2020Q3 202314
FEDERATED HERMES, INC. 410.00%0.02%0.23%Q2 2016Q4 202114
Spruce Investment Advisors LLC 14140.29%2.57%6.10%Q3 2014Q4 201714
Kingfisher Capital LLC 610.13%0.61%1.28%Q2 2013Q4 201814
CAPITAL INSIGHT PARTNERS, LLC 14140.17%0.38%0.53%Q2 2020Q3 202314
Bach Option Ltd 910.09%0.50%1.18%Q4 2016Q2 201914
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 810.00%0.00%0.00%Q1 2018Q3 202314
M Holdings Securities, Inc. 810.02%0.10%0.23%Q2 2018Q4 202214
EVOKE WEALTH, LLC 1310.01%0.13%0.79%Q3 2019Q1 202314
Rokos Capital Management LLP 510.02%4.82%23.07%Q3 2020Q3 202314
Torch Wealth Management LLC 910.11%0.14%0.16%Q4 2013Q4 201914
COMERICA SECURITIES,INC. 1310.02%0.09%0.12%Q3 2019Q3 202314
Advisors Capital Management, LLC 1210.02%0.03%0.04%Q4 2018Q3 202314
Symmetry Investments LP 410.01%2.12%9.04%Q4 2020Q3 202314
Flaharty Asset Management, LLC 13131.40%3.31%10.92%Q4 2016Q4 201913
VIRIDIAN RIA, LLC 520.08%1.60%5.83%Q1 2018Q1 202213
Enterprise Trust & Investment Co 13130.53%0.68%0.84%Q2 2019Q2 202213
Bell Rock Capital LLC 13130.00%0.01%0.02%Q4 2016Q4 201913
Beacon Financial Advisory LLC 1210.11%0.16%0.44%Q4 2019Q3 202313
MITCHELL SINKLER & STARR/PA 1120.24%0.54%1.08%Q4 2019Q2 202313
Leonetti & Associates, LLC 13132.52%2.76%3.03%Q2 2013Q2 201613
Gruss Capital Management LP 510.77%5.05%11.01%Q4 2014Q3 201813
Mayflower Financial Advisors, LLC 12120.01%0.04%0.06%Q4 2020Q3 202313
WEATHERLY ASSET MANAGEMENT L. P. 13130.30%0.37%0.42%Q2 2013Q2 201613
Virtus Fund Advisers, LLC 13130.00%0.01%0.01%Q2 2014Q2 201713
DEARBORN PARTNERS LLC 760.01%0.01%0.02%Q3 2018Q3 202213
Verger Capital Management LLC 13132.06%2.78%3.30%Q3 2017Q3 202013
Gemmer Asset Management LLC 1120.00%0.00%0.01%Q1 2014Q1 202213
INVESTMENT PARTNERS, LTD. 1110.02%0.21%0.30%Q1 2015Q3 202313
Opera Trading Capital 10100.00%0.59%2.61%Q3 2016Q4 201813
NatWest Group plc 1030.00%0.21%1.29%Q2 2013Q3 201613
Journey Advisory Group, LLC 12120.11%0.17%0.27%Q4 2020Q3 202313
PEOPLES FINANCIAL SERVICES CORP. 13130.00%0.15%0.27%Q3 2020Q3 202313
InTrack Investment Management Inc 13130.22%0.42%0.63%Q4 2020Q4 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.08%0.12%0.17%Q3 2020Q3 202313
GPS Wealth Strategies Group, LLC 13130.09%0.22%0.52%Q3 2020Q3 202313
F3Logic, LLC 1030.04%0.32%0.56%Q2 2019Q4 202213
CreativeOne Wealth, LLC 1210.03%0.11%0.17%Q4 2019Q3 202313
IBERIABANK CORP 1210.08%0.14%0.22%Q4 2016Q2 202013
VSR Financial Services, Inc. 13130.10%0.24%0.32%Q2 2013Q2 201613
S.A. Mason LLC 13130.03%0.04%0.06%Q4 2019Q4 202213
Ruggie Capital Group 910.05%0.92%2.15%Q4 2014Q3 201913
DOCK STREET ASSET MANAGEMENT INC 940.13%1.00%2.77%Q4 2013Q4 201813
FIRSTMERIT BANK N A TRUSTEE 13130.03%0.05%0.09%Q2 2013Q2 201613
ING GROEP NV 1120.00%0.10%0.52%Q1 2013Q3 201813
Kepos Capital LP 1030.14%1.53%6.21%Q4 2017Q2 202113
Argentus Capital Management, LLC 940.00%0.12%0.47%Q2 2013Q3 201613
BOK Financial Private Wealth, Inc. 760.00%0.03%0.05%Q3 2017Q3 202313
Meridian Wealth Management, LLC 1210.01%0.41%0.62%Q2 2019Q3 202313
Legacy Financial Strategies, LLC 940.11%1.10%2.67%Q4 2017Q3 202113
Financial Gravity Asset Management, Inc. 410.00%0.12%0.86%Q1 2018Q3 202313
TRUST CO OF OKLAHOMA 13130.14%0.20%0.24%Q3 2020Q3 202313
Parker Investment Management, LLC 1120.07%0.10%0.15%Q4 2016Q1 202213
KANALY TRUST CO 13130.01%0.01%0.01%Q4 2013Q4 201613
Founders Financial Alliance, LLC 13130.28%0.45%0.56%Q3 2020Q3 202313
Financial Engines Advisors L.L.C. 730.00%0.00%0.01%Q1 2018Q3 202313
Telos Capital Management, Inc. 1030.22%0.44%0.70%Q3 2013Q4 201913
Investors Capital Advisory Services 13130.10%0.18%0.26%Q2 2013Q2 201613
Hexagon Capital Partners LLC 13130.10%0.15%0.20%Q3 2020Q3 202313
QUEST CAPITAL MANAGEMENT INC /ADV 13130.06%0.07%0.08%Q4 2018Q4 202113
Kestra Advisory Services, LLC 13130.09%0.15%0.23%Q3 2020Q3 202313
Tamar Securities, LLC 1110.00%2.71%3.43%Q2 2020Q3 202313
ASSET MANAGEMENT CORP /IL/ /ADV 1210.10%0.16%0.24%Q4 2019Q1 202313
Spectrum Asset Management, Inc. (NB/CA) 852.21%3.35%4.80%Q4 2014Q3 201813
Newbridge Financial Services Group, Inc. 13130.39%0.56%0.88%Q3 2020Q3 202313
PFS INVESTMENTS INC. 620.19%0.33%0.63%Q4 2017Q2 202213
Milestone Advisory Partners 13131.22%3.68%5.76%Q3 2020Q3 202313
Savant Capital, LLC 940.01%0.04%0.17%Q3 2014Q3 202313
Leicht Financial Planning & Wealth Management, Inc. 610.17%2.64%5.00%Q3 2019Q3 202313
Apollon Wealth Management, LLC 1210.03%0.12%0.22%Q2 2020Q3 202313
Disciplined Investments, LLC 13130.00%0.05%0.09%Q2 2020Q2 202313
AJ WEALTH STRATEGIES, LLC 13130.02%0.03%0.05%Q2 2020Q2 202313
Lyons Wealth Management, LLC. 1120.34%0.59%0.84%Q4 2015Q4 201913
Nan Shan Life Insurance Co., Ltd. 1210.18%1.31%4.53%Q4 2013Q1 201713
Bison Wealth, LLC 1120.04%0.09%0.13%Q4 2019Q3 202313
Timber Hill LLC 610.00%0.60%3.66%Q2 2014Q3 201913
DREMAN VALUE MANAGEMENT, L L C 1210.01%0.32%3.82%Q4 2013Q1 201813
Banque Cantonale Vaudoise 13130.01%0.04%0.07%Q3 2020Q3 202313
Analyst IMS Investment Management Services Ltd. 610.02%0.10%0.52%Q4 2014Q3 202313
Bernardo Wealth Planning LLC 940.09%0.94%1.73%Q4 2018Q1 202313
Bay Harbor Wealth Management, LLC 520.00%0.19%0.89%Q4 2018Q4 202213
STEPH & CO 1110.01%0.02%0.07%Q4 2019Q3 202312
Millburn Ridgefield Corp 12120.00%0.01%0.01%Q2 2020Q1 202312
MATRIX PRIVATE CAPITAL GROUP LLC 12120.01%0.24%0.52%Q4 2020Q3 202312
Quantitative Advantage, LLC 12120.40%0.61%0.78%Q2 2020Q1 202312
Aviance Capital Partners, LLC 12120.04%0.05%0.06%Q4 2020Q3 202312
Providence First Trust Co 1020.11%0.57%1.07%Q2 2017Q3 202312
Parisi Gray Wealth Management 930.04%0.40%1.22%Q4 2017Q4 202112
Vontobel Holding Ltd. 12120.07%0.14%0.17%Q4 2020Q3 202312
J Arnold Wealth Management Co 1110.00%0.01%0.02%Q4 2019Q1 202312
Algebris Investments (UK) LLP 910.39%5.33%13.66%Q2 2013Q1 201712
Leucadia National 440.00%0.13%0.42%Q4 2022Q3 202312
BlackRock Institutional Trust Company, N.A. 520.00%0.00%0.00%Q1 2015Q4 201612
D. E. Shaw & Co., Inc. 310.00%0.02%0.08%Q2 2015Q3 202312
ACIMA PRIVATE WEALTH, LLC 750.18%0.98%1.67%Q4 2018Q1 202212
Bangor Savings Bank 1110.03%0.04%0.07%Q4 2019Q3 202312
SOA Wealth Advisors, LLC. 12120.15%0.17%0.18%Q4 2020Q3 202312
Navis Wealth Advisors, LLC 12120.38%0.57%0.82%Q4 2020Q3 202312
SkyView Investment Advisors, LLC 12120.18%0.41%0.92%Q4 2020Q3 202312
SPX Gestao de Recursos Ltda 610.69%8.00%17.39%Q4 2012Q3 202312
Darwin Wealth Management, LLC 1110.01%0.43%1.14%Q1 2020Q3 202312
Destination Wealth Management 610.00%0.01%0.02%Q1 2017Q1 202312
Raub Brock Capital Management LP 12120.06%0.09%0.11%Q1 2020Q4 202212
Oxler Private Wealth LLC 12120.08%0.22%0.47%Q4 2020Q3 202312
Constitution Capital LLC 12120.30%0.39%0.49%Q4 2020Q3 202312
Qube Research & Technologies Ltd 610.01%0.17%0.33%Q1 2020Q3 202312
Proquility Private Wealth Partners, LLC 12122.27%2.96%3.33%Q4 2020Q3 202312
Carnick & Kubik, LLC 12121.12%2.56%3.05%Q2 2013Q1 201612
Graticule Asia Macro Advisors LLC 410.07%1.05%5.38%Q1 2015Q3 202012
COWA, LLC 12120.17%0.20%0.24%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.06%0.47%2.50%Q4 2020Q3 202312
Lehman Financial Resources, Inc. 12120.01%0.02%0.05%Q4 2012Q3 201512
DB Wealth Management Group, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12120.22%0.35%0.59%Q4 2020Q3 202312
COMERICA SECURITIES INC 1110.05%0.11%0.26%Q4 2015Q4 201812
Autonomy Capital (Jersey) L.P. 811.77%30.90%68.64%Q2 2013Q2 202012
Tradition Wealth Management, LLC 12120.10%0.12%0.15%Q4 2020Q3 202312
Granger Management LLC 12120.12%0.28%0.49%Q4 2020Q3 202312
MMA ASSET MANAGEMENT LLC 12120.91%1.13%1.37%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.16%0.23%0.28%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.13%0.15%0.18%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.44%0.65%0.80%Q4 2020Q3 202312
Falcon Wealth Planning 12120.13%0.20%0.27%Q4 2020Q3 202312
Prairiewood Capital, LLC 12120.92%1.28%1.52%Q4 2020Q3 202312
Accel Wealth Management 12120.00%0.22%0.47%Q4 2020Q3 202312
Bellecapital International Ltd. 12120.46%1.13%1.79%Q3 2017Q2 202012
TruWealth Advisors, LLC 12120.04%0.06%0.13%Q4 2020Q3 202312
Oxinas Partners Wealth Management LLC 12120.52%0.95%1.44%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.02%0.03%0.05%Q4 2020Q3 202312
Eagle Ridge Investment Management 1110.02%0.03%0.03%Q4 2019Q3 202312
WOLFF WIESE MAGANA LLC 12120.15%0.23%0.35%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.53%0.58%0.66%Q4 2020Q3 202312
Signature Wealth Management Partners, LLC 12120.41%0.52%0.65%Q4 2020Q3 202312
Weiss Multi-Strategy Advisers LLC 310.03%0.19%0.50%Q2 2013Q1 202212
Intrua Financial, LLC 12120.08%0.11%0.13%Q2 2020Q1 202312
Ameritas Investment Company, LLC 12120.12%0.23%0.38%Q4 2018Q3 202112
Miller Investment Management, LP 12120.29%4.55%6.89%Q4 2020Q3 202312
JANUS HENDERSON GROUP PLC 920.00%0.00%0.00%Q2 2017Q2 202212
AFAM CAPITAL, INC. 1020.13%0.64%1.47%Q1 2014Q2 201812
Vestmark Advisory Solutions, Inc. 12120.02%0.78%1.30%Q1 2020Q4 202212
SG3 Management, LLC 410.01%0.22%1.11%Q4 2016Q1 202212
Ironsides Asset Advisors, LLC 840.06%0.09%0.16%Q2 2014Q4 202112
Live Your Vision, LLC 1110.00%0.00%0.02%Q3 2015Q1 201912
Procyon Advisors, LLC 930.04%0.07%0.13%Q4 2019Q3 202312
One River Asset Management, LLC 440.11%0.69%2.12%Q4 2022Q3 202312
CIBC WORLD MARKETS CORP 210.01%0.38%2.76%Q3 2015Q3 202312
ALERUS FINANCIAL NA 710.15%0.50%1.26%Q3 2019Q1 202312
Adams Asset Advisors, LLC 840.47%0.62%0.71%Q2 2013Q2 201612
LAKE STREET PRIVATE WEALTH, LLC 12120.07%0.08%0.10%Q4 2020Q3 202312
FORTEM FINANCIAL GROUP, LLC 510.04%0.62%2.67%Q4 2018Q4 202212
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1010.00%0.01%0.01%Q3 2014Q3 202312
Lombard Odier Asset Management (USA) Corp 610.01%0.23%1.69%Q2 2017Q4 202212
Tarbox Family Office, Inc. 620.00%0.03%0.06%Q3 2014Q1 202212
Visionary Wealth Advisors 12120.03%0.43%0.82%Q4 2020Q3 202312
Game Plan Financial Advisors, LLC 1021.47%2.12%2.90%Q4 2019Q4 202212
HARRELL INVESTMENT PARTNERS, LLC 1020.08%2.30%3.54%Q1 2020Q1 202312
STEEL GROVE CAPITAL ADVISORS, LLC 1110.08%0.18%0.50%Q4 2015Q4 201812
KINGDON CAPITAL MANAGEMENT, L.L.C. 611.59%3.74%7.04%Q2 2015Q3 202312
Jabre Capital Partners S.A. 310.23%3.87%12.75%Q4 2013Q4 201812
Sovarnum Capital L.P. 841.19%3.59%9.42%Q4 2017Q3 202112
EVERGREEN CAPITAL MANAGEMENT LLC 660.01%0.02%0.04%Q2 2019Q3 202212
Bayview Asset Management, LLC 938.92%18.22%23.47%Q3 2019Q3 202312
GIRARD PARTNERS LTD. 1010.03%0.05%0.18%Q3 2018Q3 202312
Friedenthal Financial 520.32%3.16%6.18%Q4 2013Q4 202112
FIRST MERCANTILE TRUST CO 12120.00%0.00%0.00%Q2 2013Q1 201612
Astor Investment Management LLC 1112.14%3.00%3.80%Q4 2016Q1 202112
One Charles Private Wealth Services, LLC 12120.38%1.26%2.90%Q4 2020Q3 202312
Polaris Wealth Advisory Group, LLC 610.01%0.97%2.69%Q2 2013Q4 202112
ALTERNA WEALTH MANAGEMENT, INC 810.35%1.11%1.69%Q3 2019Q3 202312
Golden State Wealth Management, LLC 930.33%0.52%0.86%Q1 2019Q1 202212
BlackRock Group LTD 11110.00%0.01%0.02%Q2 2014Q4 201612
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 750.01%0.07%0.19%Q4 2016Q1 202212
ARISTEIA CAPITAL, L.L.C. 420.12%0.21%0.42%Q2 2019Q4 202012
Fortis Advisors, LLC 12120.00%0.01%0.03%Q1 2017Q4 201912
Hirtle Callaghan & Co LLC 810.00%0.06%0.13%Q3 2013Q1 201912
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.05%0.08%0.11%Q4 2018Q3 202112
PERSONAL CFO SOLUTIONS, LLC 1020.10%0.29%0.52%Q3 2019Q4 202212
CAPSTONE ASSET MANAGEMENT CO 820.01%0.25%0.62%Q2 2013Q2 201712
MARINER INVESTMENT GROUP LLC 510.00%0.10%0.34%Q2 2013Q4 202212
FOSTER DYKEMA CABOT & CO INC/MA 12121.48%2.06%2.48%Q4 2020Q3 202312
Kalos Management, Inc. 510.01%0.14%0.33%Q4 2015Q2 202312
COZAD ASSET MANAGEMENT INC 620.03%0.06%0.08%Q2 2018Q4 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.03%0.06%Q2 2013Q1 201612
SpiderRock Advisors, LLC 410.00%0.03%0.08%Q1 2017Q1 202312
GENERAL ELECTRIC CO 12120.01%0.01%0.02%Q2 2013Q1 201612
Black Swift Group, LLC 610.00%1.28%5.44%Q2 2017Q4 202212
DRW Securities, LLC 310.01%0.13%0.66%Q2 2013Q3 202312
Southland Equity Partners LLC 12120.08%0.11%0.15%Q4 2020Q3 202312
Concord Wealth Partners 740.00%0.02%0.03%Q4 2020Q3 202311
Horan Securities, Inc. 740.03%0.04%0.10%Q3 2020Q2 202311
MCDONALD PARTNERS LLC 740.08%0.12%0.14%Q4 2020Q3 202311
FOUNDERS FINANCIAL SECURITIES LLC 1010.16%0.33%0.60%Q1 2017Q3 202311
Capital Asset Advisory Services LLC 1010.01%0.04%0.06%Q4 2019Q3 202211
StrategIQ Financial Group, LLC 11110.10%0.18%0.28%Q2 2017Q4 201911
HALBERT HARGROVE GLOBAL ADVISORS, LLC 11110.02%0.02%0.02%Q1 2021Q3 202311
Mizuho Trust & Banking Co., Ltd. 920.52%9.86%20.67%Q4 2016Q3 201911
ATWOOD & PALMER INC 610.00%0.01%0.04%Q3 2014Q1 202211
GREAT WEST LIFE ASSURANCE CO /CAN/ 920.00%0.07%0.29%Q2 2013Q3 201711
MERITAGE PORTFOLIO MANAGEMENT 810.02%0.51%0.91%Q3 2013Q4 202111
ADVISORS MANAGEMENT GROUP INC /ADV 11110.10%0.22%0.32%Q1 2021Q3 202311
TODD ASSET MANAGEMENT LLC 11110.01%0.01%0.01%Q2 2013Q4 201511
Edgestream Partners, L.P. 410.03%0.16%0.58%Q3 2019Q3 202311
TWO SIGMA ADVISERS, LP 610.00%0.05%0.18%Q2 2013Q2 202311
SIMMONS FIRST TRUST CO NA 11110.47%1.07%1.51%Q2 2013Q4 201511
PIN OAK INVESTMENT ADVISORS INC 1010.00%0.01%0.04%Q3 2020Q3 202311
ELLINGTON MANAGEMENT GROUP LLC 210.05%0.79%2.04%Q1 2017Q2 202111
NWI MANAGEMENT LP 310.05%3.48%12.51%Q1 2015Q3 202311
Ratio Wealth Group 920.17%0.38%0.72%Q4 2020Q3 202311
Virtus Investment Advisers, Inc. 710.05%9.30%16.91%Q2 2013Q4 201611
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 720.01%0.03%0.06%Q3 2019Q2 202311
KENNICOTT CAPITAL MANAGEMENT LLC 11110.89%1.45%2.31%Q1 2021Q3 202311
Howard Capital Management Group, LLC 11110.14%0.21%0.64%Q1 2021Q3 202311
Spire Wealth Management 11110.52%0.65%0.81%Q1 2021Q3 202311
Bard Financial Services, Inc. 11110.30%0.35%0.40%Q4 2020Q2 202311
Eisler Capital (UK) Ltd. 510.08%3.44%10.64%Q1 2021Q3 202311
Round Rock Advisors, LLC 11110.08%0.13%0.24%Q1 2021Q3 202311
Safeguard Investment Advisory Group, LLC 11110.09%0.21%0.30%Q4 2020Q2 202311
SAX WEALTH ADVISORS, LLC 11110.11%0.20%0.37%Q1 2021Q3 202311
Shamrock Asset Management LLC 650.00%2.59%8.12%Q2 2013Q2 201811
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 11110.00%0.02%0.04%Q1 2014Q3 201611
ARS Wealth Advisors, LLC 11110.08%0.15%0.32%Q2 2017Q4 201911
Lumature Wealth Partners, LLC 11110.20%0.28%0.37%Q4 2020Q2 202311
Kaizen Financial Strategies 920.24%0.96%1.77%Q4 2020Q3 202311
MRA Advisory Group 11110.15%0.19%0.24%Q1 2021Q3 202311
Chicago Partners Investment Group LLC 610.01%0.03%0.26%Q4 2015Q3 202311
CMG Global Holdings, LLC 11110.74%0.93%1.06%Q1 2021Q3 202311
Ten Capital Wealth Advisors, LLC 11110.01%0.93%2.76%Q3 2020Q1 202311
Merriman Wealth Management, LLC 310.07%0.42%1.78%Q2 2013Q4 202111
Bellwether Advisors, LLC 1010.00%2.38%6.76%Q4 2020Q3 202311
CINQUE PARTNERS LLC 11114.64%8.77%10.84%Q2 2013Q4 201511
Charter Oak Capital Management, LLC 740.01%0.02%0.05%Q4 2020Q3 202311
WNY Asset Management, LLC 11110.11%1.05%2.08%Q1 2021Q3 202311
Stonebridge Financial Planning Group, LLC 830.00%0.16%0.63%Q1 2020Q3 202311
Rikoon Group, LLC 11110.10%0.20%0.25%Q1 2018Q3 202011
Royal Harbor Partners, LLC 520.94%2.15%5.43%Q4 2019Q2 202311
Lionsbridge Wealth Management LLC 11111.31%1.73%2.22%Q1 2021Q3 202311
Atlas Private Wealth Management, LLC 11110.16%0.21%0.32%Q4 2019Q2 202211
Loveless Wealth Management LLC 11110.85%1.16%1.44%Q4 2019Q2 202211
1900 WEALTH MANAGEMENT LLC 11110.02%0.03%0.04%Q1 2021Q3 202311
Elliott Investment Management L.P. 740.29%1.44%2.52%Q3 2020Q3 202311
WILLIAMS JONES & ASSOCIATES LLC 11110.07%0.12%0.24%Q4 2016Q2 201911
Sierra Capital LLC 11110.15%0.23%0.32%Q1 2021Q3 202311
Marcum Wealth, LLC 11110.03%0.11%0.23%Q1 2021Q3 202311
Ameraudi Asset Management, Inc. 1010.18%3.19%4.03%Q1 2020Q3 202311
Loudon Investment Management, LLC 11110.17%0.37%0.61%Q1 2021Q3 202311
Lehman & Derafelo Financial Resources LLC 520.01%0.41%0.97%Q4 2018Q3 202211
EFG Asset Management (Americas) Corp. 1010.17%0.40%0.71%Q4 2013Q1 201711
Artemis Wealth Advisors, LLC 11110.01%0.02%0.03%Q4 2019Q2 202211
BHF Kleinwort Benson Group S.A. 920.00%0.02%0.05%Q2 2013Q1 201611
Capital Investment Counsel, Inc 810.00%0.01%0.01%Q4 2019Q3 202311
CRA Financial Services, LLC 11110.07%0.12%0.15%Q1 2021Q3 202311
SlateStone Wealth, LLC 11110.04%0.05%0.07%Q1 2021Q3 202311
TOWNSQUARE CAPITAL LLC 520.01%0.03%0.12%Q4 2018Q3 202311
Private Ocean, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Strategic Investment Advisors / MI 310.11%0.22%0.42%Q4 2018Q1 202311
ASPIRIANT HOLDINGS S3, LLC 11110.19%0.98%2.03%Q2 2013Q4 201511
Canton Hathaway, LLC 920.01%0.64%0.90%Q1 2019Q4 202211
Arlington Partners LLC 11110.04%0.18%0.35%Q1 2021Q3 202311
DeepCurrents Investment Group LLC 410.05%0.17%0.50%Q2 2020Q1 202311
WINTON GROUP Ltd 510.01%1.53%3.21%Q2 2020Q3 202311
STEADFAST CAPITAL MANAGEMENT LP 510.40%0.90%1.46%Q3 2016Q4 202011
BADGLEY PHELPS & BELL INC 510.01%0.01%0.02%Q4 2016Q4 201911
REGENTATLANTIC CAPITAL LLC 650.01%0.03%0.06%Q1 2017Q3 202211
Merit Financial Group, LLC 710.06%0.18%0.35%Q4 2017Q3 202311
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 11110.01%0.02%0.15%Q4 2015Q2 201811
Centerpoint Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Barber Financial Group, Inc. 740.04%0.06%0.07%Q1 2017Q4 201911
FormulaFolio Investments, LLC 610.00%0.21%0.89%Q4 2014Q2 202111
Lucia Wealth Services, LLC 11110.03%0.04%0.06%Q1 2018Q3 202011
Dakota Wealth Management 11110.09%0.44%0.66%Q1 2021Q3 202311
Eldridge Investment Advisors, Inc. 11110.11%0.14%0.17%Q1 2021Q3 202311
Aureus Asset Management, LLC 1010.04%0.11%0.15%Q4 2016Q2 202011
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11110.01%0.01%0.03%Q1 2021Q3 202311
TRUEWEALTH LLC 11110.01%0.03%0.04%Q4 2017Q2 202011
Berman Capital Advisors, LLC 11110.02%0.07%0.19%Q4 2017Q2 202011
BlueSky Wealth Advisors, LLC 11110.06%0.07%0.08%Q1 2021Q3 202311
Narus Financial Partners, LLC 740.28%0.39%0.61%Q4 2016Q3 202311
YorkBridge Wealth Partners, LLC 11110.00%0.01%0.01%Q4 2016Q2 201911
Lloyd Advisory Services, LLC. 10100.00%0.01%0.03%Q4 2019Q1 202210
ELLIOTT MANAGEMENT CORP 10100.10%0.58%0.90%Q2 2013Q3 201510
Innova Wealth Partners 610.01%2.93%4.35%Q4 2020Q3 202310
Texas Capital Bank Wealth Management Services Inc 610.03%0.74%1.94%Q1 2020Q2 202310
PACIFIC FINANCIAL GROUP INC 510.06%1.73%4.87%Q2 2013Q4 201910
Perigon Wealth Management, LLC 410.01%0.03%0.06%Q3 2016Q3 202310
Strategic Wealth Partners, Ltd. 820.00%0.02%0.09%Q4 2017Q4 202210
Ken Stern & Associates, Inc. 821.77%2.18%3.62%Q2 2015Q3 201810
Icon Wealth Partners, LLC 510.01%0.03%0.04%Q2 2018Q3 202310
SP Asset Management 10100.05%0.12%0.14%Q2 2020Q3 202210
Giralda Advisors, LLC 101013.70%16.03%17.97%Q3 2013Q4 201510
Capital Bank & Trust Co 10100.00%0.00%0.00%Q4 2017Q1 202010
QVT Financial LP 910.29%0.71%1.24%Q4 2014Q3 202110
MBB PUBLIC MARKETS I LLC 880.01%0.11%0.44%Q4 2021Q3 202310
LOEB PARTNERS CORP 510.11%2.55%4.93%Q4 2014Q1 201910
AlphaCore Capital LLC 910.01%0.11%0.44%Q1 2020Q3 202310
CAROLINAS WEALTH CONSULTING LLC 10100.00%0.06%0.33%Q4 2019Q1 202210
Midwest Professional Planners, LTD. 310.09%1.15%2.34%Q4 2017Q4 202210
KFA Private Wealth Group, LLC 10100.13%0.15%0.17%Q2 2021Q3 202310
IEQ CAPITAL, LLC 610.01%0.04%0.15%Q4 2019Q3 202310
Tempus Wealth Planning, LLC 10100.18%0.24%0.31%Q2 2021Q3 202310
Clearstead Trust, LLC 910.01%0.01%0.03%Q4 2018Q3 202310
MIZUHO SECURITIES USA LLC 410.01%0.54%2.59%Q2 2015Q1 202110
BKS ADVISORS, LLC 641.92%2.04%2.20%Q1 2015Q2 201810
Anchorage Capital Group, L.L.C. 310.60%2.04%4.24%Q2 2013Q3 201910
Visionary Asset Management, Inc. 610.08%0.25%0.60%Q2 2013Q3 201610
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10103.31%4.75%5.74%Q4 2017Q1 202010
Systematic Alpha Investments, LLC 10100.41%0.43%0.46%Q2 2021Q3 202310
Mint Tower Capital Management B.V. 210.08%0.70%1.17%Q3 2017Q3 202310
CHOREO, LLC 710.01%0.04%0.11%Q1 2017Q1 202310
Strategic Advisors LLC 10100.05%0.23%0.36%Q2 2021Q3 202310
FIRST NEW YORK SECURITIES LLC /NY 610.00%0.05%0.24%Q2 2013Q4 201610
Wechter Feldman Wealth Management, Inc. 10100.16%0.20%0.32%Q1 2017Q2 201910
Cullen Capital Management, LLC 510.01%0.51%2.50%Q2 2018Q3 202310
Freestone Capital Holdings, LLC 820.00%0.01%0.01%Q3 2020Q3 202310
Strategic Blueprint, LLC 10100.02%0.06%0.10%Q1 2021Q2 202310
PRUDENTIAL PLC 510.01%1.90%7.88%Q4 2019Q1 202310
Barnett & Company, Inc. 10100.00%0.04%0.14%Q3 2015Q4 201710
Telemetry Investments, L.L.C. 710.12%1.21%3.23%Q4 2015Q4 202110
MONEY CONCEPTS CAPITAL CORP 820.00%0.07%0.14%Q4 2020Q3 202310
Advisor Resource Council 10100.25%1.09%2.03%Q2 2021Q3 202310
MORGAN JESS S & CO INC 10102.84%3.15%3.50%Q4 2019Q1 202210
BENJAMIN EDWARDS INC 10100.00%0.14%0.37%Q4 2020Q1 202310
STUYVESANT CAPITAL MANAGEMENT 10104.78%5.68%6.36%Q2 2013Q3 201510
PDT Partners, LLC 410.01%0.11%0.33%Q3 2013Q4 201710
First Bancorp, Inc /ME/ 910.42%1.06%1.57%Q1 2021Q3 202310
MERIDIAN INVESTMENT COUNSEL INC. 10100.09%0.12%0.14%Q2 2021Q3 202310
CERTUITY, LLC 910.03%0.08%0.25%Q4 2019Q3 202310
Armbruster Capital Management, Inc. 10100.02%0.02%0.03%Q4 2015Q1 201810
WealthTrust Fairport, LLC 510.00%0.01%0.04%Q1 2014Q1 201910
MCMILLION CAPITAL MANAGEMENT INC 410.04%0.10%0.20%Q2 2019Q2 202310
HARBOUR INVESTMENTS, INC. 640.09%0.18%0.23%Q1 2021Q3 202310
SUMMIT FINANCIAL GROUP, INC. 10100.20%0.35%0.44%Q2 2021Q3 202310
Shepherd Financial Partners LLC 10100.07%0.19%0.32%Q1 2018Q2 202010
HORIZON FINANCIAL SERVICES, LLC 10100.17%0.46%0.71%Q2 2021Q3 202310
Mascoma Wealth Management LLC 910.00%0.01%0.03%Q1 2021Q3 202310
Atom Investors LP 610.01%1.04%4.11%Q3 2019Q3 202310
Brevan Howard Capital Management LP 310.16%4.98%10.59%Q2 2013Q3 202310
Perennial Investment Advisors, LLC 10100.17%0.31%0.45%Q2 2021Q3 202310
Rollins Financial 730.06%0.40%0.92%Q4 2020Q2 202310
BECK MACK & OLIVER LLC 10100.01%0.01%0.01%Q2 2013Q3 201510
BOSTON PROVIDENT, L.P. 10100.46%20.59%32.79%Q2 2013Q3 201510
MALTESE CAPITAL MANAGEMENT LLC 610.10%0.77%2.10%Q3 2017Q4 202010
Main Street Financial Solutions, LLC 510.03%0.05%0.08%Q4 2020Q3 202310
CYPRESS ASSET MANAGEMENT INC/TX 10100.19%1.11%1.78%Q4 2016Q1 201910
Taylor Hoffman Wealth Management 910.02%0.03%0.03%Q4 2017Q2 202010
Blue Chip Partners, LLC 710.01%0.15%0.51%Q4 2018Q3 202310
CORBETT ROAD CAPITAL MANAGEMENT, LLC 910.65%1.09%1.69%Q4 2019Q2 202210
PRW Wealth Management LLC 610.00%0.12%0.20%Q4 2018Q3 202310
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 10100.03%0.04%0.04%Q1 2018Q2 202010
BLB&B Advisors, LLC 10100.10%0.11%0.12%Q2 2013Q3 201510
LS Investment Advisors, LLC 910.00%0.00%0.00%Q4 2013Q1 202210
Wealthfront Advisers LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Principal Street Partners, LLC 820.21%0.32%0.95%Q3 2019Q3 202310
Claro Advisors LLC 910.03%0.12%0.19%Q4 2018Q3 202310
IFS Advisors, LLC 910.00%0.00%0.01%Q4 2020Q4 202310
Olympiad Research LP 730.21%1.08%2.00%Q4 2019Q3 202210
NewEdge Wealth, LLC 910.01%0.15%0.41%Q1 2021Q3 202310
Lake Point Wealth Management 520.00%0.00%0.01%Q4 2018Q2 202210
Clarity Financial LLC 820.38%1.06%1.86%Q1 2021Q3 202310
LAZARD ASSET MANAGEMENT LLC 710.01%0.02%0.04%Q2 2013Q2 201810
Act Two Investors LLC 730.18%2.07%5.68%Q3 2020Q3 202310
MANCHESTER FINANCIAL INC 10100.00%1.09%4.19%Q4 2018Q1 202110
Pallas Capital Advisors LLC 10100.06%0.15%0.26%Q2 2021Q3 202310
Indie Asset Partners, LLC 10100.19%0.40%0.83%Q4 2019Q1 202210
Mattern Wealth Management LLC 420.06%0.14%0.55%Q4 2019Q3 202310
Elevated Capital Advisors, LLC 510.16%0.48%0.88%Q1 2019Q3 202310
Activest Wealth Management 910.30%1.00%2.51%Q1 2021Q3 202310
9258 Wealth Management, LLC 990.12%0.22%0.26%Q1 2020Q1 20229
MANAGED ACCOUNT ADVISORS LLC 990.02%0.11%0.25%Q2 2013Q2 20159
BANK PICTET & CIE (ASIA) LTD 630.19%0.93%1.88%Q1 2014Q4 20179
Lee Financial Co 410.00%0.00%0.01%Q3 2017Q1 20239
ROVIN CAPITAL /UT/ /ADV 990.51%0.65%0.78%Q3 2021Q3 20239
Wambolt & Associates, LLC 990.07%0.09%0.11%Q2 2021Q2 20239
EJF Capital LLC 610.03%1.39%7.79%Q3 2016Q2 20239
WESTWOOD HOLDINGS GROUP INC 510.00%0.00%0.01%Q2 2015Q2 20219
Cranbrook Wealth Management, LLC 720.00%0.01%0.01%Q2 2020Q4 20229
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 720.08%0.67%0.90%Q3 2015Q3 20239
JANA PARTNERS LLC 510.06%0.18%0.39%Q3 2015Q3 20189
HMS Capital Management, LLC 990.20%0.24%0.29%Q2 2021Q2 20239
FORVIS Wealth Advisors, LLC 720.01%0.02%0.02%Q4 2020Q3 20239
Brand Asset Management Group, Inc. 990.01%0.01%0.01%Q1 2019Q1 20219
Sandell Asset Management Corp. 990.69%1.30%1.86%Q4 2015Q4 20179
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 990.19%0.41%0.64%Q4 2020Q4 20229
Sound View Wealth Advisors Group, LLC 990.03%0.05%0.06%Q3 2021Q3 20239
Hexavest Inc. 990.00%0.44%0.53%Q2 2013Q2 20159
FNY Investment Advisers, LLC 660.00%0.05%0.16%Q2 2018Q3 20199
Palo Capital, Inc. 520.08%0.51%1.88%Q2 2015Q4 20189
Belmont Capital, LLC 990.01%0.07%0.14%Q4 2020Q4 20229
Professional Financial Advisors, LLC 990.01%0.01%0.01%Q3 2020Q3 20229
Pflug Koory, LLC 990.01%0.01%0.01%Q1 2018Q1 20209
Bay Rivers Group 721.64%2.26%2.62%Q2 2020Q3 20239
BHZ CAPITAL MANAGEMENT, LP 994.08%14.66%24.48%Q3 2021Q3 20239
PhaseCapital LP 610.02%2.60%9.91%Q1 2015Q3 20189
SVA Wealth Management, LLC 990.04%0.06%0.09%Q1 2015Q1 20179
Castleview Partners, LLC 810.00%0.09%0.65%Q2 2021Q3 20239
Investors Financial Group, LLC 990.85%1.08%1.63%Q4 2019Q4 20219
JCIC Asset Management Inc. 990.02%0.03%0.04%Q2 2013Q2 20159
Secure Asset Management, LLC 610.00%0.24%1.07%Q4 2019Q3 20229
Wealth Alliance Advisory Group, LLC 990.08%0.11%0.18%Q1 2021Q1 20239
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 990.23%0.26%0.27%Q4 2013Q4 20159
RONALD BLUE & CO LLC 810.01%0.03%0.03%Q4 2013Q2 20179
G&S Capital LLC 310.00%1.16%1.94%Q4 2017Q1 20239
Schneider Downs Wealth Management Advisors, LP 540.05%0.06%0.07%Q1 2021Q3 20239
Tuttle Capital Management, LLC 511.43%2.38%3.93%Q3 2016Q2 20239
Seneca House Advisors 990.35%0.74%0.99%Q4 2017Q4 20199
NORTHWEST INVESTMENT COUNSELORS, LLC 610.00%0.01%0.05%Q3 2019Q1 20239
American Financial Network Advisory Services LLC 990.62%0.98%1.28%Q3 2017Q3 20199
Triumph Capital Management 720.15%1.25%2.29%Q2 2021Q3 20239
Teamwork Financial Advisors, LLC 990.06%0.23%0.68%Q3 2021Q3 20239
RPg Family Wealth Advisory, LLC 410.00%0.17%0.53%Q2 2016Q3 20239
Citizens National Bank Trust Department 990.00%0.02%0.09%Q3 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.05%0.11%0.26%Q3 2021Q3 20239
NovaPoint Capital, LLC 720.37%0.66%1.32%Q4 2019Q2 20239
Addison Advisors LLC 810.00%0.22%0.33%Q4 2020Q3 20239
Bluesphere Advisors, LLC 993.71%4.38%4.94%Q4 2020Q4 20229
COLLECTIVE FAMILY OFFICE LLC 990.13%0.20%0.23%Q1 2021Q1 20239
Lebenthal Global Advisors, LLC 990.04%2.67%6.14%Q4 2020Q4 20229
Legacy Wealth Asset Management, LLC 990.13%0.15%0.20%Q3 2021Q3 20239
3D/L Capital Management, LLC 630.00%0.23%0.42%Q4 2020Q3 20239
CEDAR CAPITAL, LLC 510.10%0.49%0.96%Q4 2017Q3 20219
Squar Milner Financial Services LLC 990.10%0.15%0.22%Q2 2018Q2 20209
Diameter Capital Partners LP 412.62%10.23%22.48%Q1 2019Q4 20229
AXA S.A. 990.04%0.05%0.05%Q3 2017Q3 20199
Catamount Wealth Management 990.23%0.26%0.31%Q1 2017Q1 20199
Maven Securities LTD 210.01%0.31%1.44%Q2 2018Q1 20239
WealthTrust Asset Management, LLC 990.21%0.27%0.32%Q2 2021Q2 20239
Claraphi Advisory Network, LLC 810.01%0.80%1.96%Q4 2017Q1 20209
Roberts Wealth Advisors, LLC 990.38%0.43%0.54%Q3 2021Q3 20239
McElhenny Sheffield Capital Management, LLC 990.11%1.50%12.51%Q3 2021Q3 20239
CHILTON INVESTMENT CO INC. 990.02%0.02%0.02%Q3 2021Q3 20239
Essex LLC 990.28%0.38%0.70%Q3 2021Q3 20239
Herold Advisors, Inc. 990.08%0.12%0.14%Q3 2021Q3 20239
Rampart Investment Management Company, LLC 310.02%3.22%8.84%Q4 2014Q4 20199
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 996.45%7.70%8.82%Q3 2021Q3 20239
HM Capital Management, LLC 990.58%1.42%1.72%Q3 2020Q3 20229
Vickerman Investment Advisors, Inc. 992.37%4.79%5.99%Q3 2021Q3 20239
EUDAIMONIA ADVISORS LLC 880.78%1.07%1.50%Q4 2021Q3 20239
Signature Financial Management, Inc. 992.96%7.00%8.57%Q4 2016Q4 20189
Beaird Harris Wealth Management, LLC 880.01%0.04%0.10%Q4 2021Q3 20239
Psagot Value Holdings Ltd. / (Israel) 990.18%0.67%1.18%Q3 2021Q3 20239
CITY NATIONAL BANK 720.00%0.07%0.14%Q2 2013Q3 20159
FLAGSTAR ADVISORS INC 990.03%0.12%0.16%Q3 2021Q3 20239
CMH Wealth Management LLC 991.03%1.50%2.55%Q4 2016Q4 20189
SENTINEL TRUST CO LBA 810.13%0.15%0.17%Q4 2015Q3 20239
Wall Capital Group, Inc. 634.78%11.06%15.01%Q1 2017Q3 20239
Integrated Wealth Management 990.06%0.07%0.10%Q1 2015Q1 20179
Brightworth 810.07%0.11%0.18%Q4 2016Q1 20199
RUSSELL FRANK CO/ 810.00%0.00%0.02%Q2 2013Q1 20169
Camarda Financial Advisors, LLC 510.01%3.70%7.18%Q2 2013Q2 20239
ROMAN BUTLER FULLERTON & CO 990.12%0.14%0.15%Q3 2021Q3 20239
SMITH CHAS P & ASSOCIATES PA CPAS 540.02%0.02%0.02%Q2 2021Q3 20239
CPWM, LLC 810.05%0.07%0.09%Q1 2018Q2 20229
Hunting Hill Global Capital, LLC 310.03%0.42%1.90%Q3 2020Q3 20239
AVALON CAPITAL MANAGEMENT 331.42%3.07%8.10%Q2 2013Q3 20219
Chescapmanager LLC 210.08%3.68%16.33%Q4 2016Q2 20219
PATTON ALBERTSON MILLER GROUP, LLC 990.42%0.54%0.67%Q3 2021Q3 20239
LCNB CORP 990.16%0.22%0.30%Q4 2020Q4 20229
SUNFLOWER BANK, NA WEALTH MANAGEMENT 310.06%0.70%1.44%Q3 2013Q4 20199
FOX RUN MANAGEMENT, L.L.C. 310.08%1.35%3.13%Q4 2020Q3 20239
Anfield Capital Management, LLC 630.02%3.61%9.11%Q4 2019Q2 20229
Wealthstar Advisors, LLC 990.07%0.14%0.17%Q3 2021Q3 20239
Glenview Trust Co 990.01%0.03%0.04%Q3 2021Q3 20239
SUMITOMO MITSUI FINANCIAL GROUP, INC. 710.00%0.12%1.08%Q2 2017Q3 20239
Graves Light Lenhart Wealth, Inc. 720.01%0.03%0.05%Q3 2019Q2 20229
Collaborative Wealth Managment Inc. 610.29%0.44%0.58%Q1 2021Q3 20238
Axiom Investment Management LLC 410.01%0.16%0.65%Q4 2018Q3 20228
McKinley Carter Wealth Services, Inc. 410.01%0.26%0.99%Q1 2018Q3 20238
Nuveen Asset Management, LLC 710.00%0.02%0.03%Q3 2013Q2 20208
MATHER GROUP, LLC. 710.01%0.01%0.01%Q3 2021Q3 20238
NORWOOD FINANCIAL CORP 880.21%0.22%0.22%Q4 2021Q3 20238
Silverleafe Capital Partners, LLC 610.00%1.40%2.23%Q4 2020Q2 20238
ORLEANS CAPITAL MANAGEMENT CORP/LA 410.13%0.22%0.36%Q1 2018Q1 20228
AMP Capital Investors Ltd 880.01%0.01%0.03%Q2 2013Q1 20158
Redhawk Wealth Advisors, Inc. 410.00%1.31%3.48%Q2 2019Q1 20238
First Allied Asset Management, Inc. 880.03%0.36%0.90%Q2 2013Q1 20158
Glovista Investments LLC 210.14%2.04%5.33%Q4 2017Q4 20228
Korea Investment CORP 440.03%0.59%2.12%Q2 2021Q3 20238
UMB Bank, n.a. 880.01%0.01%0.02%Q4 2021Q3 20238
AMERICAN ASSET MANAGEMENT INC. 880.12%0.16%0.21%Q1 2017Q4 20188
Prisma Capital Partners LP 663.54%14.15%33.50%Q2 2017Q3 20188
Central Asset Investments & Management Holdings (HK) Ltd 510.34%2.16%6.97%Q2 2015Q3 20238
Blume Capital Management, Inc. 410.01%0.03%0.17%Q1 2014Q4 20218
STRINGER ASSET MANAGEMENT, LLC 882.06%5.54%10.59%Q4 2020Q3 20228
Fusion Investment Group, LLC 880.13%0.76%1.44%Q4 2013Q3 20158
SOUTH GEORGIA CAPITAL, LLC 880.06%0.16%0.27%Q4 2013Q3 20158
RKL Wealth Management LLC 880.14%1.26%2.36%Q1 2014Q4 20158
One Capital Management, LLC 610.00%0.02%0.03%Q3 2014Q3 20238
Lombard Odier & Cie (Canada), Limited Partnership 880.88%1.42%2.50%Q1 2014Q4 20158
S. R. Schill & Associates 531.59%1.87%2.22%Q2 2015Q3 20188
Private Advisory Group LLC 210.20%0.28%0.55%Q4 2016Q3 20238
US FINANCIAL ADVISORS, LLC 620.12%4.21%9.85%Q4 2014Q1 20218
Maryland Capital Management 880.03%0.04%0.05%Q1 2018Q4 20198
D'Orazio & Associates, Inc. 320.00%0.01%0.03%Q1 2016Q1 20208
Regis Management CO LLC 880.26%0.32%0.38%Q1 2016Q4 20178
Turim 21 Investimentos Ltda. 510.11%7.86%22.20%Q3 2017Q2 20238
Echo Street Capital Management LLC 710.00%0.01%0.02%Q3 2021Q3 20238
Independent Portfolio Consultants, Inc. 530.22%0.38%0.68%Q4 2014Q2 20178
Cable Hill Partners, LLC 530.00%0.00%0.01%Q1 2017Q1 20198
First Capital Advisors Group, LLC. 710.10%0.55%0.94%Q1 2018Q2 20238
GRIMES & COMPANY, INC. 510.07%0.72%1.29%Q2 2019Q3 20238
Russell Investments Group, Ltd. 530.00%0.08%0.26%Q4 2016Q3 20238
Armor Investment Advisors, LLC 710.01%0.01%0.02%Q4 2020Q3 20238
New Capital Management LP 880.62%0.84%1.31%Q4 2016Q3 20188
Luxor Capital Group, LP 710.01%0.45%1.72%Q1 2019Q3 20218
Doyle Wealth Management 880.04%0.05%0.06%Q2 2018Q1 20208
Stack Financial Management, Inc 410.02%0.04%0.07%Q3 2017Q4 20198
Watermark Asset Management, Inc. 880.03%0.03%0.03%Q1 2017Q4 20188
Caption Management, LLC 310.00%0.04%0.09%Q1 2022Q1 20238
EverSource Wealth Advisors, LLC 880.00%0.14%0.64%Q4 2021Q3 20238
Pine River Capital Management L.P. 410.02%0.66%1.86%Q2 2013Q2 20158
Close Asset Management Ltd 880.00%0.00%0.01%Q1 2017Q4 20188
Trilogy Capital Inc. 410.00%0.43%1.34%Q1 2018Q3 20238
CIBC BANK USA 880.03%0.03%0.04%Q1 2017Q4 20188
Global Trust Asset Management, LLC 410.00%0.05%0.19%Q4 2018Q1 20228
MAPLE SECURITIES USA INC 440.37%2.58%4.40%Q2 2013Q2 20158
Elmwood Wealth Management, Inc. 710.01%0.01%0.01%Q1 2018Q1 20208
ALPINE WOODS CAPITAL INVESTORS, LLC 530.01%0.07%0.18%Q4 2016Q3 20208
BOSTON PRIVATE BANK & TRUST CO 880.04%0.06%0.09%Q2 2013Q1 20158
Kavar Capital Partners, LLC 310.01%0.02%0.03%Q4 2013Q2 20198
Financial & Tax Architects, LLC 510.24%0.39%0.56%Q1 2021Q3 20238
Walleye Capital LLC 310.01%0.19%0.36%Q3 2018Q3 20238
Landsberg, Bennett, & Dubbaneh LLC 620.11%0.32%0.46%Q4 2018Q3 20218
ELEMENT POINTE ADVISORS, LLC 530.28%0.78%2.35%Q4 2018Q4 20218
MONECO Advisors, LLC 880.10%0.14%0.21%Q4 2021Q3 20238
MMBG INVESTMENT ADVISORS CO. 881.20%1.33%1.49%Q4 2021Q3 20238
WEST BANCORPORATION INC 440.02%0.03%0.04%Q4 2019Q3 20228
Yarbrough Capital, LLC 880.20%0.42%0.62%Q4 2021Q3 20238
Inscription Capital, LLC 510.02%0.14%0.28%Q4 2018Q1 20228
Oldfather Financial Services, LLC 710.13%0.15%0.25%Q4 2019Q2 20228
Zhang Financial LLC 880.04%0.06%0.09%Q4 2021Q3 20238
MONOGRAPH WEALTH ADVISORS, LLC 880.10%0.13%0.16%Q4 2021Q3 20238
WT Wealth Management 620.33%0.74%1.10%Q3 2019Q2 20228
RE Dickinson Investment Advisors, LLC 880.00%0.01%0.05%Q4 2021Q3 20238
AXS Investments LLC 880.17%0.27%0.31%Q1 2021Q4 20228
Investment Research & Advisory Group, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
MAGNOLIA CAPITAL MANAGEMENT LTD 880.07%0.18%0.21%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 880.02%0.03%0.04%Q4 2019Q3 20218
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 880.01%0.01%0.02%Q4 2019Q3 20218
Rise Advisors, LLC 882.00%3.16%4.76%Q4 2021Q3 20238
Audent Global Asset Management, LLC 880.49%0.75%1.14%Q4 2021Q3 20238
Alterity Financial Group, LLC 610.44%0.50%0.57%Q1 2021Q3 20238
Clearview Wealth Advisors LLC 880.00%0.18%0.74%Q4 2021Q3 20238
Flagship Private Wealth, LLC 880.23%0.33%0.55%Q4 2020Q3 20228
Taylor & Morgan Wealth Management, LLC 880.51%0.58%0.63%Q4 2021Q3 20238
Golden State Equity Partners 320.07%0.28%0.51%Q4 2020Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.04%0.06%0.09%Q4 2020Q3 20228
PGIM Custom Harvest LLC 443.00%5.49%7.76%Q4 2020Q3 20238
Fortress Wealth Group, LLC 710.14%0.30%0.53%Q2 2021Q2 20238
FourThought Financial, LLC 880.01%0.02%0.02%Q4 2020Q3 20228
C2C Wealth Management, LLC 880.14%0.19%0.24%Q4 2021Q3 20238
Treynor Bancshares, Inc. 881.49%2.25%4.53%Q4 2021Q3 20238
Pine Haven Investment Counsel, Inc 880.43%0.47%0.49%Q4 2021Q3 20238
Agate Pass Investment Management, LLC 530.14%0.17%0.20%Q4 2021Q4 20238
Amplius Wealth Advisors, LLC 880.06%0.14%0.21%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.15%0.20%0.31%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.04%0.06%0.14%Q4 2021Q3 20238
Long Run Wealth Advisors, LLC 882.18%2.51%2.72%Q4 2021Q3 20238
Wedmont Private Capital 880.08%0.11%0.15%Q4 2021Q3 20238
Royal Capital Wealth Management, LLC 880.30%0.33%0.36%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 881.18%1.60%1.93%Q4 2021Q3 20238
Pinnacle Financial Group, LLC / IL 880.12%0.17%0.22%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.36%0.42%0.46%Q4 2021Q3 20238
MKT Advisors LLC 880.42%0.47%0.53%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 880.96%1.10%1.36%Q4 2021Q3 20238
Sonora Investment Management Group, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.00%0.32%1.72%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.03%0.06%0.08%Q4 2021Q3 20238
Laraway Financial Advisors Inc 882.07%2.25%2.44%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.28%0.38%0.48%Q4 2021Q3 20238
Allie Family Office LLC 880.37%0.64%1.47%Q4 2021Q3 20238
Sweet Financial Partners, LLC 880.18%0.20%0.29%Q4 2021Q3 20238
HERBST GROUP, LLC 880.52%0.64%0.73%Q4 2021Q3 20238
Zullo Investment Group, Inc. 881.74%1.94%2.09%Q4 2021Q3 20238
Covestor Ltd 880.02%0.04%0.11%Q4 2021Q3 20238
City State Bank 880.00%0.01%0.01%Q4 2021Q3 20238
PARAGON FINANCIAL PARTNERS, INC. 882.32%3.39%4.11%Q4 2021Q3 20238
KRAEMATON INVESTMENT ADVISORS, INC 880.27%0.38%0.43%Q4 2021Q3 20238
5th Street Advisors, LLC 885.26%8.01%11.03%Q4 2021Q3 20238
PURSUE WEALTH PARTNERS LLC 880.27%0.42%0.54%Q4 2021Q3 20238
Marion Wealth Management 880.52%0.59%0.72%Q4 2021Q3 20238
HB Wealth Management, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Byrne Asset Management LLC 880.06%0.07%0.08%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 880.26%0.30%0.34%Q4 2021Q3 20238
Cladis Investment Advisory, LLC 880.46%0.66%0.96%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Resurgent Financial Advisors LLC 880.06%0.52%0.80%Q4 2021Q3 20238
Key Client Fiduciary Advisors, LLC 880.28%1.28%2.86%Q4 2021Q3 20238
FirstPurpose Wealth LLC 880.29%0.40%0.60%Q4 2021Q3 20238
Clay Northam Wealth Management, LLC 880.38%0.44%0.48%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.08%0.12%0.15%Q4 2021Q3 20238
WARNER FINANCIAL, INC 881.45%1.82%2.32%Q4 2021Q3 20238
ASB Consultores, LLC 881.00%2.04%2.95%Q4 2021Q3 20238
Point72 Middle East FZE 440.00%0.01%0.03%Q4 2022Q3 20238
ETFIDEA, LLC 880.13%0.24%0.34%Q4 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.03%0.04%0.04%Q4 2021Q3 20238
Riverview Capital Advisers, LLC 880.11%0.13%0.15%Q4 2021Q3 20238
Kaydan Wealth Management, Inc. 880.18%0.93%5.89%Q4 2021Q3 20238
Schoolcraft Capital LLC 440.10%0.13%0.15%Q1 2019Q1 20218
TD Waterhouse Canada Inc. 880.06%0.07%0.09%Q4 2021Q3 20238
PFS Partners, LLC 880.01%3.18%4.48%Q4 2021Q3 20238
JUMP TRADING, LLC 310.04%0.46%3.08%Q2 2019Q2 20208
COURAGE CAPITAL MANAGEMENT LLC 880.25%0.50%0.80%Q1 2018Q4 20198
HARVEY CAPITAL MANAGEMENT INC 880.12%0.16%0.20%Q1 2021Q4 20228
HABERER REGISTERED INVESTMENT ADVISOR INC 880.18%0.30%0.39%Q2 2013Q1 20158
PRIVATE CAPITAL MANAGEMENT INC 880.78%0.95%1.20%Q4 2015Q3 20178
COWEN AND COMPANY, LLC 210.00%0.01%0.04%Q3 2019Q1 20228
BENEDICT FINANCIAL ADVISORS INC 880.11%0.12%0.14%Q1 2021Q4 20228
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 610.02%0.04%0.09%Q4 2019Q4 20228
BAIRD ROBERT W & CO INC /WI/ 880.01%0.07%0.27%Q2 2013Q1 20158
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.00%0.02%0.09%Q1 2021Q3 20238
Sculptor Capital LP 210.00%0.17%0.62%Q2 2013Q2 20218
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.00%0.15%0.57%Q3 2013Q2 20188
NATIONAL BANK OF CANADA /FI/ 880.04%0.34%1.12%Q4 2021Q3 20238
CIBC Asset Management Inc 410.00%0.05%0.20%Q3 2016Q1 20228
Pekin Hardy Strauss, Inc. 440.02%0.07%0.11%Q1 2021Q3 20238
COASTLAND CAPITAL LLC 440.15%1.57%3.46%Q1 2015Q4 20158
Ulysses Management LLC 310.09%0.42%1.60%Q3 2015Q3 20218
Bank of Kentucky, Inc. 881.12%1.92%2.21%Q2 2013Q1 20158
F-Squared Investment Management, LLC 710.15%3.19%11.61%Q2 2013Q2 20158
FIRST HAWAIIAN BANK 510.00%0.03%0.05%Q3 2018Q1 20227
Econ Financial Services Corp 770.52%1.38%2.59%Q1 2022Q3 20237
EWG Elevate Inc. 510.03%0.10%0.13%Q4 2019Q4 20227
VERUS CAPITAL PARTNERS, LLC 520.05%0.13%0.24%Q4 2019Q1 20237
Summit Financial, LLC 770.02%0.05%0.08%Q2 2021Q4 20227
FIDUCIARY TRUST INTERNATIONAL LLC 770.11%0.30%0.40%Q1 2018Q3 20197
Cottage Street Advisors LLC 430.16%0.35%0.77%Q4 2021Q3 20237
Chicago Wealth Management, Inc. 520.26%5.11%6.15%Q1 2021Q1 20237
L.M. KOHN & COMPANY 770.18%0.22%0.25%Q1 2022Q3 20237
Savior LLC 770.02%0.03%0.04%Q4 2019Q2 20217
TCF National Bank 770.32%0.44%0.52%Q3 2019Q1 20217
PRINCETON CAPITAL MANAGEMENT LLC 770.00%0.02%0.07%Q1 2018Q3 20197
Aperture Investors, LLC 770.13%0.42%0.67%Q4 2019Q2 20217
PETERSON WEALTH MANAGEMENT 770.81%1.30%1.68%Q1 2022Q3 20237
Brookfield Asset Management 310.02%0.06%0.17%Q2 2018Q2 20237
Weaver Consulting Group 770.01%0.02%0.02%Q1 2019Q3 20207
Leelyn Smith, LLC 410.00%0.08%0.21%Q4 2019Q4 20227
IRON Financial LLC 611.86%4.44%9.07%Q4 2013Q3 20157
First National Bank of Mount Dora, Trust Investment Services 610.07%0.08%0.08%Q4 2020Q1 20237
WEXFORD CAPITAL LP 310.09%1.72%8.58%Q4 2015Q2 20237
Cornerstone Wealth Group, LLC 510.01%0.44%0.78%Q1 2020Q1 20227
Verity Asset Management, Inc. 310.21%1.25%2.85%Q4 2014Q1 20217
Miramar Capital, LLC 410.05%0.07%0.09%Q2 2021Q2 20237
GM Advisory Group, LLC 770.11%1.69%5.43%Q2 2020Q4 20217
MA Private Wealth 770.05%0.56%1.82%Q2 2020Q4 20217
DALTON GREINER HARTMAN MAHER & CO 770.08%0.09%0.14%Q3 2016Q1 20187
Phocas Financial Corp. 310.00%0.01%0.02%Q4 2014Q4 20227
TRIANGLE PEAK PARTNERS, LP 771.61%2.35%3.20%Q4 2013Q2 20157
CAPITAL ADVISORS INC/OK 410.01%0.01%0.01%Q2 2019Q3 20237
Euclid Advisors LLC 772.64%3.96%5.93%Q2 2013Q4 20147
WHITENER CAPITAL MANAGEMENT, INC. 520.05%0.06%0.09%Q4 2017Q3 20197
Nokota Management, LP 520.38%4.48%9.81%Q4 2016Q3 20187
Laffer Tengler Investments, Inc. 770.03%0.03%0.04%Q4 2016Q2 20187
COUNTRY CLUB BANK /GFN 770.11%0.13%0.17%Q1 2022Q3 20237
FARMERS TRUST CO 510.05%0.14%0.71%Q1 2020Q4 20227
Roundview Capital LLC 520.08%0.16%0.24%Q1 2015Q4 20167
AFFINITY WEALTH MANAGEMENT LLC 430.09%2.83%9.83%Q4 2016Q1 20237
NEW YORK STATE COMMON RETIREMENT FUND 310.00%0.01%0.02%Q3 2013Q3 20237
TLP GROUP LLC 770.40%1.11%2.11%Q2 2017Q4 20187
VALICENTI ADVISORY SERVICES INC 770.07%0.68%0.84%Q4 2020Q2 20227
Black Maple Capital Management LP 440.63%1.94%4.07%Q4 2020Q3 20217
C M BIDWELL & ASSOCIATES LTD 610.01%0.06%0.10%Q3 2016Q1 20197
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 770.21%0.26%0.29%Q3 2018Q1 20207
Intersect Capital LLC 610.01%0.09%0.13%Q4 2014Q2 20227
Northwest Bancshares, Inc. 770.06%0.08%0.08%Q2 2020Q4 20217
Guidant Wealth Advisors 770.00%0.01%0.02%Q3 2016Q1 20187
CHATHAM CAPITAL GROUP, INC. 610.04%0.09%0.11%Q3 2014Q1 20227
HAZLETT, BURT & WATSON, INC. 770.22%0.42%0.53%Q1 2022Q3 20237
MIRABELLA FINANCIAL SERVICES LLP 210.07%0.74%1.87%Q2 2020Q3 20237
Cambria Investment Management, L.P. 430.06%0.18%0.28%Q4 2014Q1 20177
Bruderman Asset Management, LLC 210.01%0.01%0.02%Q3 2015Q1 20197
Hilton Capital Management, LLC 610.00%0.02%0.14%Q1 2017Q3 20197
WFA Asset Management Corp 770.01%0.02%0.02%Q1 2022Q3 20237
BREWIN DOLPHIN LTD 770.00%0.00%0.01%Q3 2017Q1 20197
GUGGENHEIM CAPITAL LLC 210.00%0.03%0.06%Q2 2013Q4 20167
Trexquant Investment LP 210.01%0.05%0.15%Q4 2019Q3 20237
ICA Group Wealth Management, LLC 770.10%0.16%0.38%Q1 2022Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.01%0.02%0.03%Q1 2022Q3 20237
Redwood Financial Network Corp 771.06%1.18%1.36%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.13%0.17%0.23%Q1 2022Q3 20237
KWMG, LLC 430.03%0.03%0.04%Q2 2018Q2 20227
Worth Asset Management, LLC 770.00%0.17%0.82%Q1 2022Q3 20237
Ledge Wealth Management, Inc. 774.41%4.83%5.69%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Strengthening Families & Communities, LLC 520.00%0.02%0.03%Q4 2021Q3 20237
Blueshift Asset Management, LLC 770.02%0.33%0.66%Q1 2021Q3 20227
Quantbot Technologies LP 310.00%0.05%0.09%Q3 2019Q2 20237
Columbus Hill Capital Management, L.P. 310.12%2.41%5.97%Q2 2013Q2 20217
PERRITT CAPITAL MANAGEMENT INC 770.30%0.54%0.80%Q2 2016Q4 20177
Summit Asset Management, LLC 770.07%0.09%0.12%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.33%0.42%0.51%Q4 2021Q3 20237
AXXCESS WEALTH MANAGEMENT, LLC 770.02%0.04%0.10%Q4 2021Q2 20237
RETIREMENT DESIGN & MANAGEMENT INC /ADV 770.26%3.15%6.37%Q4 2014Q2 20167
Next Level Private LLC 521.12%1.39%1.71%Q4 2021Q3 20237
Investment Advisory Group, LLC 520.13%0.23%0.33%Q4 2021Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.04%0.06%0.08%Q4 2021Q2 20237
Forward Management, LLC 610.00%0.27%0.44%Q3 2014Q1 20187
NEIRG Wealth Management, LLC 770.04%0.64%1.04%Q4 2021Q2 20237
WISCONSIN CAPITAL MANAGEMENT LLC 770.20%0.27%0.40%Q2 2013Q4 20147
WealthCare Investment Partners, LLC 770.14%0.79%1.39%Q4 2021Q2 20237
Bowman & Co S.C. 770.34%2.88%4.21%Q1 2022Q3 20237
Jackson Financial Management 770.51%0.77%1.29%Q4 2017Q2 20197
REDW Wealth LLC 770.07%0.21%0.30%Q1 2022Q3 20237
Wilson & Boucher Capital Management, LLC 770.20%0.24%0.27%Q1 2022Q3 20237
Invesco Ltd. 410.00%0.00%0.00%Q2 2013Q3 20217
Paladin Advisory Group, LLC 770.00%0.08%0.19%Q4 2021Q2 20237
Capital Advantage, Inc. 773.83%4.94%5.75%Q1 2021Q3 20227
MARYLAND CAPITAL ADVISORS INC. 770.02%0.03%0.05%Q4 2021Q2 20237
Holland Advisory Services, Inc. 430.24%0.26%0.29%Q4 2021Q3 20237
Financial Sense Advisors, Inc. 410.10%0.27%0.54%Q1 2014Q2 20207
Reynders McVeigh Capital Management, LLC 770.06%0.18%0.22%Q1 2017Q3 20187
NEW ENGLAND SECURITIES CORP /MA/ 770.11%0.23%0.35%Q2 2013Q4 20147
New Potomac Partners, LLC 770.00%0.06%0.10%Q4 2017Q2 20197
WCG Wealth Advisors LLC 660.10%1.45%2.12%Q2 2022Q3 20237
Paulson Wealth Management Inc. 770.19%0.79%1.19%Q4 2017Q2 20197
Titus Wealth Management 430.11%0.30%0.86%Q4 2017Q2 20227
Gilman Hill Asset Management, LLC 610.06%0.07%0.07%Q4 2019Q1 20227
Orion Capital Management LLC 610.06%0.08%0.09%Q4 2021Q3 20237
IRONWOOD WEALTH MANAGEMENT, INC. 771.70%1.90%2.34%Q1 2022Q3 20237
IMC-Chicago, LLC 310.00%0.03%0.10%Q3 2019Q1 20227
Solitude Financial Services 770.56%0.84%1.05%Q1 2022Q3 20237
Avalon Investment & Advisory 320.01%0.02%0.03%Q1 2015Q3 20187
Centennial Wealth Advisory LLC 770.19%0.39%1.11%Q4 2020Q2 20227
Aft, Forsyth & Sober, LLC 770.28%0.30%0.32%Q1 2022Q3 20237
ATHERTON LANE ADVISERS, LLC 770.01%0.04%0.06%Q2 2014Q4 20157
HERITAGE WEALTH MANAGEMENT, LLC 430.04%0.11%0.21%Q1 2021Q4 20227
First PREMIER Bank 610.00%0.08%0.11%Q1 2020Q3 20237
Mosaic Family Wealth, LLC 770.00%0.01%0.02%Q3 2017Q1 20197
BTG Pactual Global Asset Management Ltd 110.03%0.73%1.84%Q2 2019Q1 20237
Rockbridge Investment Management, LCC 770.03%0.03%0.04%Q2 2020Q4 20217
Boothe Investment Group, Inc. 770.19%0.28%0.34%Q1 2021Q3 20227
INHERENT GROUP, LP 320.48%5.79%17.60%Q1 2021Q2 20237
Scarborough Advisors, LLC 770.07%1.05%2.77%Q4 2021Q2 20237
ACT WEALTH MANAGEMENT, LLC 772.64%2.96%3.64%Q1 2022Q3 20237
Placemark Investments, Inc. 770.04%0.64%1.06%Q2 2013Q4 20147
Stevard, LLC 430.22%0.38%0.46%Q2 2021Q1 20237
Grant/GrossMendelsohn, LLC 770.16%0.20%0.22%Q1 2022Q3 20237
Royal Fund Management, LLC 410.00%0.16%1.07%Q3 2017Q3 20237
High Note Wealth, LLC 770.78%0.83%0.87%Q1 2022Q3 20237
Taconic Capital Advisors LP 210.00%0.08%0.12%Q1 2015Q2 20237
Manifold Partners, LLC 773.44%7.93%11.28%Q3 2016Q1 20187
Advocacy Wealth Management Services, LLC 610.00%0.00%0.01%Q4 2016Q3 20227
Global X Management CO LLC 410.04%0.16%0.33%Q1 2015Q1 20177
FORSTA AP-FONDEN 777.31%7.88%9.08%Q2 2018Q4 20197
PBMares Wealth Management LLC 770.10%0.13%0.22%Q1 2022Q3 20237
Summit Place Financial Advisors, LLC 320.47%1.27%2.73%Q4 2019Q3 20237
LifePlan Financial Group, Inc 430.00%0.05%0.21%Q2 2013Q3 20207
Edge Advisors, LLC 770.06%0.07%0.08%Q4 2016Q2 20187
SkyOak Wealth, LLC 770.16%1.17%2.18%Q4 2019Q2 20217
Private Capital Management, LLC 550.03%0.13%0.48%Q3 2022Q3 20237
Comprehensive Financial Consultants Institutional, Inc. 660.12%0.16%0.20%Q4 2021Q1 20236
Corsair Capital Management 660.06%0.24%0.51%Q1 2016Q2 20176
OMERS ADMINISTRATION Corp 660.31%0.88%1.53%Q2 2018Q3 20196
VisionPoint Advisory Group, LLC 420.00%0.05%0.10%Q1 2019Q3 20236
RETIREMENT INCOME SOLUTIONS, INC 660.07%0.09%0.12%Q3 2021Q4 20226
Freedman Financial Associates, Inc. 660.01%0.01%0.01%Q4 2020Q1 20226
BW Gestao de Investimentos Ltda. 220.15%2.96%6.44%Q1 2018Q2 20236
FNY Managed Accounts LLC 210.00%0.05%0.17%Q4 2013Q4 20176
Lee Capital Holdings LLC 421.21%2.14%2.86%Q2 2018Q4 20196
KBC Group NV 660.01%0.01%0.02%Q2 2013Q3 20146
Covenant Multifamily Offices, LLC 510.06%1.32%3.29%Q2 2015Q3 20216
HT Partners LLC 665.29%7.02%10.48%Q2 2013Q3 20146
Klingman & Associates, LLC 660.00%0.01%0.07%Q2 2015Q3 20166
Park West Asset Management LLC 660.37%0.65%1.02%Q1 2017Q2 20186
Susquehanna International Group Ltd. 210.40%2.88%7.64%Q3 2019Q2 20236
ARGI Investment Services, LLC 660.01%0.02%0.03%Q3 2021Q4 20226
HIGHLAND CAPITAL MANAGEMENT LP 210.02%0.10%0.19%Q2 2016Q2 20186
Relyea Zuckerberg Hanson LLC 510.17%0.22%0.40%Q3 2021Q1 20236
Manhattan West Asset Management, LLC 660.22%0.36%0.64%Q2 2022Q3 20236
Ascent Group, LLC 660.03%0.11%0.26%Q4 2021Q1 20236
Syntal Capital Partners, LLC 660.33%0.88%1.45%Q4 2017Q1 20196
WELCH CAPITAL PARTNERS LLC/NY 510.00%1.45%2.23%Q2 2013Q3 20186
PointState Capital LP 310.03%1.77%6.74%Q2 2019Q1 20236
CLARK FINANCIAL SERVICES GROUP INC /BD 211.01%1.28%1.82%Q2 2020Q3 20226
SONATA CAPITAL GROUP INC 310.10%0.11%0.12%Q3 2021Q3 20236
Kiwi Wealth Investments Limited Partnership 420.07%1.09%3.18%Q3 2014Q4 20216
LAKE STREET ADVISORS GROUP, LLC 510.02%0.04%0.07%Q4 2017Q3 20236
Welch Group, LLC 210.02%0.05%0.12%Q3 2015Q3 20236
Optimum Quantvest Corp 665.82%10.55%16.55%Q2 2019Q3 20206
KLS Professional Advisors Group, LLC 660.01%0.04%0.08%Q4 2017Q1 20196
PRIVATE TRUST CO NA 660.16%0.19%0.21%Q2 2022Q3 20236
VOLORIDGE INVESTMENT MANAGEMENT, LLC 310.08%0.68%1.38%Q2 2017Q1 20206
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 420.02%0.04%0.06%Q3 2020Q3 20236
West Financial Advisors, LLC 510.10%0.33%0.45%Q1 2021Q4 20226
Field & Main Bank 660.00%0.01%0.01%Q2 2022Q3 20236
WEALTHFRONT Corp 660.00%0.00%0.00%Q2 2014Q3 20156
Calamos Advisors LLC 210.04%0.11%0.33%Q3 2018Q2 20226
Ergoteles LLC 310.09%0.35%0.84%Q1 2021Q2 20236
Fiduciary Trust Co International of Pennsylvania 210.02%0.02%0.02%Q2 2017Q1 20206
Solstein Capital, LLC 310.00%0.51%1.68%Q4 2019Q3 20216
Lokken Investment Group LLC 410.13%0.17%0.18%Q2 2021Q2 20236
HWG Holdings LP 220.01%0.40%1.30%Q1 2019Q1 20226
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 310.56%2.20%5.39%Q4 2015Q2 20176
Core Wealth Advisors, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Beaumont Capital Management, LLC 513.93%5.97%6.75%Q4 2020Q4 20226
SHEETS SMITH WEALTH MANAGEMENT 510.00%0.17%0.27%Q3 2017Q3 20236
Diversified, LLC 660.07%0.26%1.08%Q2 2022Q3 20236
KMS FINANCIAL SERVICES, INC 660.08%0.13%0.17%Q2 2013Q3 20146
Aevitas Wealth Management, Inc. 660.03%0.04%0.04%Q4 2017Q1 20196
Belmont Global Advisors, Inc. 660.26%0.42%0.76%Q2 2015Q3 20166
Serengeti Asset Management LP 211.09%3.51%8.44%Q1 2016Q2 20206
BAKER TILLY WEALTH MANAGEMENT, LLC 660.03%0.04%0.06%Q1 2021Q2 20226
SYMONS CAPITAL MANAGEMENT INC 660.21%0.31%0.41%Q1 2020Q2 20216
Grace Capital 220.04%0.47%1.47%Q2 2018Q4 20206
Gillson Capital LP 210.14%1.52%5.29%Q3 2018Q3 20236
626 Financial, LLC 510.14%0.17%0.18%Q1 2021Q4 20226
Hudson Value Partners, LLC 660.29%0.31%0.33%Q4 2021Q1 20236
Brown Miller Wealth Management, LLC 660.24%0.33%0.48%Q1 2021Q2 20226
Wealth & Pension Services Group, Inc. 660.84%1.04%1.54%Q2 2018Q3 20196
INVERNESS COUNSEL LLC /NY/ 660.04%0.09%0.13%Q4 2016Q1 20186
Householder Group Estate & Retirement Specialist, LLC 410.11%0.18%0.22%Q4 2021Q3 20236
Alhambra Investment Management LLC 660.48%0.50%0.53%Q3 2021Q4 20226
Crossmark Global Holdings, Inc. 510.01%0.02%0.03%Q3 2016Q3 20186
Ahrens Investment Partners LLC 310.02%0.05%0.10%Q2 2018Q1 20236
Aristotle Capital Management, LLC 660.13%0.16%0.20%Q3 2013Q4 20146
EVERMAY WEALTH MANAGEMENT LLC 660.01%0.01%0.01%Q2 2022Q3 20236
TFO Wealth Partners, LLC 420.00%0.01%0.02%Q1 2021Q3 20226
PENOBSCOT WEALTH MANAGEMENT 660.60%0.68%0.79%Q2 2022Q3 20236
Level Financial Advisors 660.01%0.01%0.02%Q2 2022Q3 20236
INVESTMENT HOUSE LLC 210.04%0.11%0.36%Q3 2016Q1 20216
HARVEST GROUP WEALTH MANAGEMENT, LLC 660.00%0.01%0.02%Q3 2019Q4 20206
Intrepid Financial Planning Group LLC 660.98%1.14%1.28%Q2 2022Q3 20236
LVW Advisors, LLC 510.05%0.06%0.07%Q3 2018Q2 20206
PineBridge Investments, L.P. 510.01%0.03%0.07%Q3 2018Q1 20226
H&H Retirement Design & Management INC 660.20%0.50%0.78%Q2 2022Q3 20236
RIVERNORTH CAPITAL MANAGEMENT, LLC 660.02%0.05%0.07%Q3 2013Q4 20146
EMG Holdings, L.P. 210.48%2.75%6.10%Q3 2021Q3 20236
Corsicana & Co. 661.64%1.74%1.81%Q2 2021Q3 20226
Estabrook Capital Management 420.00%0.00%0.00%Q3 2013Q3 20236
Tilden Park Management I LLC 311.52%3.99%6.63%Q4 2017Q1 20206
MARATHON ASSET MANAGEMENT LP 310.00%3.19%12.37%Q2 2013Q3 20156
ELEMENT CAPITAL MANAGEMENT LLC 310.31%4.51%9.64%Q4 2016Q3 20206
Prostatis Group LLC 310.15%1.45%3.56%Q4 2019Q2 20236
B&D White Capital Company, LLC 660.10%0.87%1.48%Q4 2021Q1 20236
Lee Capital Management LP 661.10%1.30%1.42%Q4 2016Q1 20186
SCS Capital Management LLC 660.02%0.06%0.10%Q2 2013Q3 20146
Ciovacco Capital Management LLC 660.33%1.22%4.33%Q4 2020Q1 20226
WorthPointe, LLC 660.17%0.68%1.95%Q4 2021Q1 20236
NewSquare Capital LLC 210.00%0.00%0.01%Q3 2018Q2 20226
Matthew Goff Investment Advisor, LLC 660.78%0.91%0.98%Q2 2022Q3 20236
Connecticut Wealth Management, LLC 330.04%0.04%0.04%Q3 2020Q3 20236
Claybrook Capital, LLC 420.01%0.29%0.90%Q1 2018Q4 20216
Empyrean Capital Partners, LP 410.62%3.40%4.87%Q2 2013Q3 20196
Hoxton Financial, Inc. 660.00%0.00%0.00%Q4 2013Q1 20156
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Constellation Wealth Advisors, LLC 660.00%0.25%0.60%Q2 2013Q3 20146
Zions Bancorporation, N.A. 420.01%0.01%0.02%Q1 2019Q2 20216
Glacier Peak Capital LLC 660.21%0.32%0.54%Q1 2018Q2 20196
Lourd Capital, LLC 660.08%0.09%0.13%Q1 2015Q2 20166
TRUST DEPARTMENT MB FINANCIAL BANK N A 660.00%0.00%0.01%Q4 2017Q1 20196
Franklin, Parlapiano, Turner & Welch, LLC 660.04%0.05%0.06%Q4 2015Q1 20176
COLUMBIA CAPITAL LLC 660.40%1.29%1.63%Q2 2013Q3 20146
STOCK YARDS BANK & TRUST CO 660.01%0.01%0.02%Q2 2022Q3 20236
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Duquesne Family Office 410.72%1.85%5.43%Q2 2013Q4 20166
Numeric Investors LLC 310.01%0.02%0.05%Q1 2014Q4 20176
Quad-Cities Investment Group, LLC 510.01%0.06%0.31%Q2 2018Q1 20226
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 662.58%3.43%4.19%Q2 2017Q3 20186
Edmond de Rothschild (Europe) 660.04%0.26%0.52%Q2 2015Q3 20166
Vestcor Inc 660.27%0.45%0.61%Q3 2020Q4 20216
Mechanics Financial Corp 660.01%0.01%0.01%Q4 2021Q1 20236
Brickley Wealth Management 660.14%0.15%0.16%Q3 2018Q4 20196
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.05%0.15%0.28%Q2 2015Q3 20166
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Horizon Wealth Management, LLC 660.13%0.70%2.02%Q4 2021Q1 20236
O'Dell Group, LLC 510.00%0.02%0.13%Q3 2021Q2 20236
NorthRock Partners, LLC 660.04%0.04%0.06%Q4 2020Q1 20226
MARINO, STRAM & ASSOCIATES LLC 660.00%0.00%0.00%Q4 2017Q1 20196
TNF LLC 660.10%0.12%0.14%Q3 2021Q4 20226
First Western Trust Bank 660.01%0.01%0.01%Q1 2022Q2 20236
GLG Partners LP 410.01%0.31%0.60%Q3 2014Q4 20166
Cerebellum GP, LLC 310.09%0.22%0.30%Q4 2017Q3 20206
MEANS INVESTMENT CO., INC. 420.05%0.06%0.08%Q1 2022Q3 20236
Integer Wealth Advisors Group LLC 661.29%1.49%2.01%Q4 2019Q1 20216
Atlas Private Wealth Advisors 660.01%0.01%0.02%Q2 2020Q3 20216
Jump Financial, LLC 310.06%0.29%0.44%Q3 2020Q2 20236
Blue Zone Wealth Advisors, LLC 330.08%0.37%1.26%Q1 2020Q1 20226
MBA Advisors LLC 510.13%0.16%0.21%Q1 2021Q4 20226
Ensign Peak Advisors, Inc 420.01%0.03%0.08%Q3 2021Q2 20236
FLC Capital Advisors 550.15%0.19%0.25%Q4 2018Q4 20195
SEAVIEW INVESTMENT MANAGERS LLC 550.24%0.26%0.30%Q2 2021Q2 20225
OSTERWEIS CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q3 2022Q3 20235
Premia Global Advisors, LLC 320.03%0.92%1.71%Q4 2017Q3 20195
Financial Management Professionals, Inc. 210.00%0.79%1.78%Q3 2013Q1 20205
BAR HARBOR TRUST SERVICES 550.00%0.05%0.06%Q2 2021Q2 20225
MPS Loria Financial Planners, LLC 410.01%0.03%0.04%Q2 2017Q1 20215
BASSO CAPITAL MANAGEMENT, L.P. 210.13%0.36%0.54%Q2 2013Q4 20165
FIRST HORIZON CORP 410.10%0.12%0.13%Q2 2013Q2 20215
Slow Capital, Inc. 410.00%0.14%0.18%Q3 2018Q3 20205
Clark Capital Management Group, Inc. 210.30%0.59%1.58%Q2 2013Q1 20175
COWEN INC. 210.00%0.56%2.20%Q1 2013Q4 20185
B. Riley Financial, Inc. 550.11%0.18%0.24%Q2 2017Q2 20185
ROMANO BROTHERS AND COMPANY 550.05%0.07%0.14%Q3 2022Q3 20235
Halpern Financial, Inc. 320.00%0.02%0.04%Q4 2019Q3 20215
Legacy Advisors, LLC 320.04%0.10%0.24%Q2 2018Q3 20195
Pine Valley Investments Ltd Liability Co 330.06%0.10%0.14%Q1 2023Q3 20235
Compass Wealth Management LLC 550.02%0.03%0.04%Q4 2022Q4 20235
Smithfield Trust Co 550.00%0.00%0.00%Q3 2019Q3 20205
ADVISOR PARTNERS II, LLC 550.01%0.02%0.04%Q3 2022Q3 20235
Fragasso Group Inc. 210.05%0.10%0.16%Q3 2015Q2 20205
Patrick Mauro Investment Advisor, INC. 550.35%0.54%0.69%Q3 2022Q3 20235
Lombard Odier Transatlantic Ltd 552.76%2.94%3.18%Q4 2014Q4 20155
Global Assets Advisory, LLC 550.56%0.76%0.93%Q3 2022Q3 20235
Balboa Wealth Partners 550.24%0.30%0.37%Q3 2022Q3 20235
Fortress Investment Group LLC 410.01%0.12%0.42%Q4 2013Q1 20155
Eisler Capital (US) LLC 210.17%3.48%16.48%Q4 2022Q3 20235
TIVERTON ASSET MANAGEMENT LLC 320.01%1.52%2.60%Q1 2017Q3 20185
Hall Kathryn A. 550.13%0.14%0.16%Q3 2020Q3 20215
Columbus Macro, LLC 410.20%0.32%0.49%Q2 2021Q4 20225
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 310.47%1.01%1.24%Q2 2021Q2 20235
Independence Trust CO 550.26%0.27%0.28%Q4 2016Q4 20175
Northstar Advisory Group, LLC 210.30%2.07%4.59%Q2 2021Q3 20235
Crow Point Partners, LLC 440.06%0.14%0.18%Q4 2017Q3 20185
AMJ Financial Wealth Management 410.33%0.43%0.64%Q4 2019Q1 20225
AlphaCentric Advisors LLC 550.04%0.05%0.06%Q4 2020Q4 20215
Tyers Asset Management LLC 320.00%0.19%0.35%Q1 2017Q3 20185
Sanctuary Wealth Management, L.L.C. 210.00%0.96%4.81%Q1 2010Q3 20235
Quent Capital, LLC 320.01%0.02%0.06%Q4 2021Q3 20235
Global Wealth Strategies & Associates 550.07%0.89%1.41%Q4 2022Q4 20235
Ulland Investment Advisors, LLC 550.00%0.05%0.08%Q4 2021Q4 20225
Flinton Capital Management LLC 320.00%0.24%0.45%Q1 2017Q3 20185
Monument Capital Management 411.11%2.08%3.50%Q4 2017Q2 20205
HITE Hedge Asset Management LLC 552.02%2.42%3.02%Q1 2014Q1 20155
Private Wealth Group, LLC 550.17%0.23%0.29%Q2 2021Q2 20225
Foresight Wealth Management, LLC 550.18%0.49%0.98%Q4 2018Q4 20195
Horizon Family Wealth, Inc. 550.52%0.59%0.65%Q2 2022Q2 20235
Rock Creek Group, LP 210.00%1.58%2.37%Q3 2018Q1 20215
KEELEY ASSET MANAGEMENT CORP 410.01%0.03%0.05%Q2 2013Q4 20145
Centric Wealth Management 410.15%0.39%0.57%Q2 2020Q3 20215
Capstone Triton Financial Group, LLC 550.12%0.19%0.43%Q4 2020Q4 20215
Single Point Partners, LLC 550.05%0.15%0.50%Q1 2021Q1 20225
Appaloosa LP 310.08%1.64%2.94%Q3 2017Q1 20235
Firestone Capital Management 410.00%0.01%0.02%Q4 2019Q3 20215
AHL INVESTMENT MANAGEMENT, INC. 410.16%0.33%0.39%Q4 2021Q3 20235
TCWP LLC 550.05%0.13%0.22%Q4 2021Q4 20225
CONFLUENCE INVESTMENT MANAGEMENT LLC 550.05%0.06%0.06%Q1 2021Q1 20225
PAYDEN & RYGEL 410.15%0.89%3.76%Q4 2013Q2 20185
Georgetown University 5536.39%83.96%100.00%Q4 2017Q4 20185
Parkside Advisors LLC 550.21%0.23%0.30%Q4 2022Q4 20235
Cassady Schiller Wealth Management, LLC 410.02%0.04%0.13%Q4 2021Q3 20235
Harrison & Co Wealth Management, LLC 553.89%4.13%4.29%Q4 2021Q4 20225
L2 Asset Management, LLC 410.49%2.11%6.96%Q2 2021Q1 20235
CoreCap Advisors, LLC 550.06%0.13%0.37%Q4 2021Q4 20225
WEALTHCARE CAPITAL MANAGEMENT LLC 410.00%0.02%0.08%Q1 2015Q1 20215
MCKINLEY CAPITAL MANAGEMENT LLC 550.00%0.00%0.00%Q3 2016Q3 20175
First City Capital Management, Inc. 210.02%0.02%0.03%Q1 2014Q1 20165
Biltmore Capital Advisors LLC 550.06%0.12%0.16%Q4 2020Q4 20215
Narwhal Capital Management 410.02%0.03%0.04%Q4 2019Q1 20225
Riverstone Advisors, LLC 550.56%0.65%0.88%Q4 2018Q4 20195
Carmel Capital Management L.L.C. 550.13%0.15%0.17%Q4 2021Q4 20225
Santori & Peters, Inc. 410.11%0.34%0.45%Q4 2017Q1 20195
Secrest Blakey & Associates, LLC 550.18%0.33%0.41%Q4 2017Q4 20185
BUCKINGHAM STRATEGIC PARTNERS, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
Ironwood Investment Counsel, LLC 410.06%0.09%0.15%Q3 2021Q3 20235
Fernwood Investment Management, LLC 210.14%0.27%0.48%Q4 2013Q3 20195
Frontier Wealth Management LLC 550.01%0.09%0.19%Q2 2021Q2 20225
BB&T INVESTMENT SERVICES, INC. 550.04%0.14%0.25%Q4 2016Q4 20175
TECTONIC ADVISORS LLC 550.01%0.05%0.08%Q4 2020Q4 20215
Alaethes Wealth LLC 410.11%0.13%0.18%Q2 2021Q4 20225
IMA Wealth, Inc. 210.00%0.15%0.70%Q2 2013Q1 20235
Windsor Wealth Management, Inc. 320.04%0.12%0.22%Q1 2018Q1 20225
Wealth Quarterback LLC 210.02%0.96%4.68%Q4 2019Q2 20235
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 410.00%0.01%0.02%Q3 2018Q3 20235
BARRETT & COMPANY, INC. 550.05%0.10%0.14%Q3 2022Q3 20235
ALETHEA CAPITAL MANAGEMENT, LLC 410.11%0.60%1.00%Q4 2014Q1 20185
Johns Hopkins University 556.94%20.27%39.98%Q1 2021Q1 20225
HawsGoodwin Investment Management LLC 550.07%0.08%0.08%Q4 2020Q4 20215
John W. Brooker & Co., CPAs 410.00%0.00%0.00%Q2 2020Q3 20225
BERRY GROUP, LLC 550.15%0.17%0.19%Q4 2019Q4 20205
True Link Financial Advisors, LLC 550.01%0.02%0.03%Q4 2020Q4 20215
Heartwood Wealth Advisors LLC 550.41%0.68%1.67%Q4 2019Q4 20205
PHYSICIANS FINANCIAL SERVICES, INC. 550.01%0.01%0.01%Q4 2015Q4 20165
PIERSHALE FINANCIAL GROUP, INC. 310.01%4.79%7.47%Q4 2015Q4 20175
Interchange Capital Partners, LLC 210.07%0.17%0.23%Q4 2020Q3 20235
MOULTON WEALTH MANAGEMENT, INC 551.31%3.52%5.63%Q4 2020Q4 20215
CARY STREET PARTNERS ASSET MANAGEMENT LLC 550.01%0.12%0.20%Q3 2022Q3 20235
WILMINGTON TRUST CO 550.01%0.02%0.02%Q2 2013Q2 20145
SILVERCREST ASSET MANAGEMENT GROUP LLC 210.00%0.03%0.07%Q3 2014Q3 20235
First Eagle Investment Management, LLC 550.01%0.01%0.02%Q2 2015Q2 20165
Hanson & Doremus Investment Management 550.01%0.02%0.02%Q3 2022Q3 20235
Tredje AP-fonden 320.01%1.16%1.56%Q3 2020Q4 20215
COLTON GROOME FINANCIAL ADVISORS, LLC 550.11%0.41%0.63%Q3 2022Q3 20235
Passport Capital, LLC 310.12%9.85%25.26%Q2 2015Q1 20195
Delek Group, Ltd. 550.01%0.04%0.06%Q4 2017Q4 20185
Bremer Bank National Association 550.82%0.90%0.99%Q1 2019Q1 20205
HGI Capital Management, LLC 211.42%2.87%4.18%Q4 2015Q4 20175
Forty4 Asset Management LLC 210.01%0.30%1.26%Q2 2013Q1 20145
ARCH CAPITAL GROUP LTD. 553.84%10.93%16.21%Q4 2020Q4 20215
Thiel Macro LLC 310.38%5.85%14.79%Q2 2015Q1 20185
Human Investing LLC 410.00%0.00%0.00%Q4 2018Q1 20205
PICTET ASSET MANAGEMENT SA 320.00%0.00%0.01%Q3 2021Q1 20235
NORTHWEST WEALTH MANAGEMENT, LLC 550.03%0.03%0.03%Q1 2018Q1 20195
Hills Bank & Trust Co 550.02%0.02%0.02%Q1 2021Q1 20225
Winthrop Advisory Group LLC 310.03%0.04%0.05%Q4 2021Q2 20235
Espalier Global Management LLC 110.62%2.05%5.95%Q2 2013Q2 20165
Gupta Wealth Management LLC 550.03%0.07%0.10%Q1 2015Q1 20165
Neuburgh Advisers LLC 320.00%0.30%0.56%Q1 2017Q3 20185
FundX Investment Group, LLC 210.13%3.45%5.99%Q2 2013Q1 20185
Efficient Market Advisors, LLC 410.01%0.03%0.12%Q2 2013Q4 20155
Weiss Asset Management LP 310.11%0.88%1.43%Q2 2017Q2 20225
SOLARIS ASSET MANAGEMENT LLC 550.48%0.49%0.51%Q4 2016Q4 20175
JANUS HENDERSON INVESTORS US LLC 550.00%0.00%0.00%Q1 2016Q1 20175
Mariner Wealth Advisors-Cincinnati, LLC 550.02%0.02%0.03%Q3 2017Q3 20185
Financial Insights, Inc. 210.09%0.16%0.24%Q4 2018Q4 20225
Peloton Wealth Strategists 410.23%1.20%2.02%Q4 2017Q2 20195
PRICE T ROWE ASSOCIATES INC /MD/ 220.00%0.01%0.03%Q3 2017Q2 20215
LEE JOHNSON CAPITAL MANAGEMENT, LLC 550.46%0.69%0.88%Q4 2021Q4 20225
Mader & Shannon Wealth Management, Inc. 311.95%3.30%5.45%Q4 2014Q2 20235
SSI INVESTMENT MANAGEMENT LLC 550.18%0.18%0.19%Q1 2021Q1 20225
Glen Harbor Capital Management LLC 320.00%0.09%0.17%Q1 2017Q3 20185
HANCOCK WHITNEY CORP 210.01%0.06%0.11%Q3 2015Q4 20195
SPOT TRADING L.L.C. 220.00%0.03%0.08%Q2 2017Q3 20175
ADVENT CAPITAL MANAGEMENT /DE/ 310.00%0.01%0.01%Q2 2015Q3 20185
Madrona Financial Services, LLC 552.59%2.77%3.32%Q1 2018Q1 20195
NEVILLE RODIE & SHAW INC 550.02%0.02%0.03%Q2 2021Q2 20225
VitalStone Financial, LLC 440.01%0.02%0.06%Q4 2022Q3 20234
Li Winifred I 440.03%0.03%0.05%Q2 2013Q1 20144
Mitsubishi UFJ Asset Management (UK) Ltd. 311.24%2.05%3.11%Q4 2018Q2 20204
Scott & Selber, Inc. 222.96%4.87%6.70%Q1 2016Q1 20194
1 NORTH WEALTH SERVICES LLC 220.00%0.59%1.19%Q4 2018Q4 20194
PagnatoKarp Partners LLC 440.08%0.10%0.13%Q4 2017Q3 20184
RITHOLTZ WEALTH MANAGEMENT 210.01%0.02%0.03%Q2 2020Q3 20234
Bryn Mawr Capital Management, LLC 440.05%0.07%0.08%Q4 2022Q3 20234
GSA CAPITAL PARTNERS LLP 210.05%0.14%0.26%Q1 2020Q1 20234
GFG Capital, LLC 440.76%1.01%1.28%Q1 2020Q4 20204
BlueCrest Capital Management LLP 330.02%0.37%0.90%Q4 2013Q2 20144
Ally Invest Advisors Inc. 440.03%0.04%0.06%Q4 2022Q3 20234
Domani Wealth, LLC 440.15%0.18%0.20%Q1 2015Q4 20154
Alpine Group USVI, LLC 311.95%7.25%9.85%Q2 2017Q3 20194
Kovitz Investment Group, LLC 310.01%0.03%0.08%Q4 2013Q4 20144
BOENNING & SCATTERGOOD, INC. 210.06%0.06%0.06%Q3 2020Q4 20224
PANAGORA ASSET MANAGEMENT INC 440.01%0.01%0.01%Q2 2014Q1 20154
Ballentine Partners, LLC 440.00%0.02%0.08%Q4 2016Q3 20174
Castle Rock Wealth Management, LLC 220.24%0.36%0.61%Q3 2019Q1 20224
Townsend & Associates, Inc 440.01%0.01%0.01%Q4 2017Q3 20184
Virtue Capital Management, LLC 440.23%0.26%0.30%Q4 2017Q3 20184
Dragon Financial & Investment Group, LLC 443.04%3.34%3.80%Q4 2017Q3 20184
Industrial Alliance Investment Management Inc. 440.00%0.01%0.01%Q1 2022Q4 20224
Ford Financial Group, LLC 310.00%0.09%0.22%Q2 2021Q2 20224
HARBERT MANAGEMENT CORP 441.63%2.45%3.69%Q2 2013Q1 20144
Strategic Capital Alternatives LLC 310.00%0.01%0.01%Q3 2014Q3 20154
GRAYBILL WEALTH MANAGEMENT, LTD. 441.72%1.85%1.97%Q2 2013Q1 20144
Bedell Frazier Investment Counselling, LLC 210.15%2.49%4.47%Q2 2013Q3 20184
Elite Wealth Management, Inc. 310.07%1.54%5.79%Q3 2012Q4 20134
Signature Wealth Management Group 440.02%0.02%0.02%Q4 2017Q3 20184
HARBERT FUND ADVISORS, INC. 220.76%2.42%4.02%Q2 2014Q2 20224
HALL LAURIE J TRUSTEE 440.02%0.02%0.03%Q4 2017Q3 20184
Stewardship Financial Advisors, LLC 310.00%0.01%0.01%Q4 2019Q1 20214
BARDIN HILL MANAGEMENT PARTNERS LP 310.02%0.09%0.23%Q3 2014Q3 20234
Paragon Capital Management LLC 310.07%0.07%0.08%Q1 2019Q1 20204
Stockman Wealth Management, Inc. 440.42%0.57%0.73%Q4 2022Q3 20234
MinichMacGregor Wealth Management, LLC 110.01%0.16%0.63%Q1 2016Q1 20204
SOMERVILLE KURT F 440.04%0.05%0.05%Q4 2021Q3 20224
Essex Savings Bank 440.08%0.10%0.13%Q4 2018Q3 20194
Portfolio Strategies, Inc. 440.01%0.01%0.02%Q4 2017Q3 20184
HOLDERNESS INVESTMENTS CO 220.08%0.13%0.18%Q3 2022Q3 20234
Leonard Green & Partners, L.P. 220.59%2.00%3.48%Q4 2020Q4 20214
Crumly & Associates Inc. 441.28%1.95%2.57%Q4 2022Q3 20234
WBI INVESTMENTS, LLC 210.02%0.08%0.20%Q1 2017Q1 20194
Valtinson Bruner Financial Planning LLC 441.27%1.33%1.44%Q1 2022Q4 20224
Bridgewater Advisors Inc. 440.09%0.12%0.15%Q3 2021Q2 20224
American Money Management, LLC 220.11%0.12%0.13%Q1 2018Q4 20194
Tidal Investments LLC 210.02%0.19%0.38%Q2 2021Q2 20234
AGF MANAGEMENT LTD 440.53%0.61%0.72%Q4 2022Q3 20234
Gerstein Fisher 440.02%0.04%0.06%Q2 2013Q1 20144
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 310.05%0.15%0.23%Q2 2016Q4 20174
DIALECTIC CAPITAL MANAGEMENT, LP 210.11%0.57%0.92%Q3 2013Q1 20174
Personal Wealth Partners 310.00%0.01%0.01%Q2 2019Q2 20214
Hoover Financial Advisors, Inc. 310.02%0.03%0.05%Q2 2020Q2 20214
Nalls Sherbakoff Group, LLC 310.06%0.07%0.09%Q4 2018Q3 20234
CI INVESTMENTS INC. 310.00%0.10%0.20%Q4 2014Q4 20194
Biltmore Wealth Management, LLC 443.28%10.12%12.83%Q1 2018Q4 20184
SHELTON CAPITAL MANAGEMENT 440.07%0.13%0.30%Q1 2017Q4 20174
Clean Yield Group 220.00%0.00%0.01%Q2 2016Q1 20234
Bain Capital Public Equity Management II, LLC 220.04%0.92%1.78%Q2 2021Q3 20224
VAN DEN BERG MANAGEMENT I, INC 440.00%0.00%0.00%Q4 2022Q3 20234
S. MUOIO & CO. LLC 110.48%2.37%5.17%Q4 2014Q1 20204
Core Alternative Capital 440.02%0.11%0.37%Q4 2022Q3 20234
Clear Creek Financial Management, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
NexWave Capital Partners LLC 440.42%0.68%1.07%Q4 2020Q3 20214
Stonehage Fleming Financial Services Holdings Ltd 310.01%0.24%0.91%Q4 2014Q1 20194
RIVERSEDGE ADVISORS, LLC 440.16%0.17%0.19%Q4 2022Q3 20234
Fullerton Fund Management Co Ltd. 440.05%0.38%1.06%Q2 2021Q1 20224
Beck Bode, LLC 110.03%0.06%0.11%Q4 2018Q1 20224
Gyon Technologies Capital Management, LP 440.29%0.47%0.64%Q1 2021Q4 20214
Parasol Investment Management, LLC 440.00%0.01%0.02%Q4 2013Q3 20144
MYDA Advisors LLC 311.23%2.09%3.25%Q2 2018Q3 20204
HOEY INVESTMENTS, INC 310.00%0.00%0.01%Q1 2020Q1 20214
State of Tennessee, Treasury Department 210.04%0.17%0.27%Q3 2013Q2 20204
Cascadia Advisory Services, LLC 310.61%0.62%0.62%Q4 2019Q3 20214
LMR Partners LLP 220.26%0.53%0.82%Q4 2021Q3 20234
Palisade Asset Management, LLC 210.07%0.22%0.39%Q4 2018Q4 20224
EnTrustPermal Management LLC 223.47%4.95%6.32%Q2 2013Q3 20154
Berry Street Capital Management LLP 210.40%0.60%1.01%Q4 2020Q1 20234
Total Clarity Wealth Management, Inc. 210.00%0.00%0.01%Q1 2021Q2 20224
Danda Trouve Investment Management, Inc. 310.02%1.45%2.88%Q4 2019Q2 20214
A. D. Beadell Investment Counsel, Inc. 440.96%1.00%1.04%Q3 2017Q2 20184
Aaron Wealth Advisors LLC 440.17%0.59%1.36%Q1 2022Q4 20224
Onyx Bridge Wealth Group LLC 441.73%2.17%2.60%Q4 2022Q3 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Iron Horse Wealth Management, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Spectrum Financial Alliance Ltd LLC 440.00%0.00%0.00%Q1 2018Q4 20184
FNY Partners Fund LP 110.00%0.00%0.01%Q4 2016Q1 20184
Birchcreek Wealth Management, LLC 310.04%0.45%0.93%Q4 2020Q3 20234
GTS SECURITIES LLC 220.02%0.33%1.21%Q2 2023Q3 20234
TKG Advisors, LLC 221.21%1.31%1.40%Q4 2021Q1 20234
Mach-1 Financial Group, LLC 310.02%0.09%0.26%Q1 2022Q1 20234
Latitude Advisors, LLC 310.10%0.14%0.20%Q3 2021Q3 20224
San Luis Wealth Advisors LLC 440.00%0.29%0.55%Q1 2022Q4 20224
Manikay Partners, LLC 311.80%5.56%7.88%Q3 2016Q3 20174
Litman Gregory Wealth Management LLC 310.00%0.00%0.00%Q1 2018Q4 20194
Coppell Advisory Solutions LLC 440.08%0.08%0.09%Q4 2022Q3 20234
Piscataqua Savings Bank 440.01%0.01%0.01%Q2 2022Q1 20234
Optiver Holding B.V. 310.00%0.01%0.01%Q4 2021Q4 20224
Y.D. More Investments Ltd 440.02%0.26%0.54%Q4 2022Q3 20234
Bank of New Hampshire 440.01%0.01%0.01%Q1 2022Q4 20224
WESPAC Advisors, LLC 310.21%1.13%1.60%Q2 2013Q1 20214
Segantii Capital Management Ltd 210.37%1.78%3.58%Q3 2016Q3 20194
Strategic Asset Management, LLC 440.07%0.07%0.07%Q4 2021Q3 20224
Masso Torrence Wealth Management Inc. 442.25%2.84%3.41%Q4 2021Q3 20224
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 440.34%0.37%0.45%Q4 2022Q3 20234
ParenteBeard Wealth Management, LLC 440.12%0.14%0.16%Q1 2014Q4 20144
MACKENZIE FINANCIAL CORP 110.00%0.01%0.04%Q2 2015Q1 20194
Autus Asset Management, LLC 440.02%0.03%0.03%Q1 2021Q4 20214
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 310.95%1.43%2.65%Q4 2021Q4 20224
Main Street Research LLC 310.02%0.03%0.04%Q1 2018Q4 20214
UNIVEST FINANCIAL Corp 210.10%0.42%0.77%Q4 2015Q4 20224
SADOFF INVESTMENT MANAGEMENT LLC 440.02%0.02%0.03%Q4 2016Q3 20174
Windhaven Investment Management, Inc. 440.51%0.52%0.53%Q2 2017Q1 20184
Convergent Wealth Advisors 210.09%0.42%1.22%Q3 2013Q3 20154
Simplicity Wealth,LLC 440.63%1.10%2.00%Q4 2021Q3 20224
Vienna Asset Management LLC 440.18%1.67%2.96%Q4 2021Q3 20224
KARLINSKI ANDREW C 441.10%1.38%1.76%Q4 2021Q3 20224
SageView Advisory Group, LLC 440.06%0.10%0.15%Q4 2022Q3 20234
LOWERY THOMAS, LLC 441.32%2.27%3.50%Q4 2021Q3 20224
Asset Allocation Strategies LLC 443.79%4.00%4.09%Q4 2022Q3 20234
Carr Financial Group Corp 440.08%0.16%0.28%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 444.01%4.47%5.44%Q4 2022Q3 20234
TRANSATLANTIQUE PRIVATE WEALTH LLC 440.26%0.27%0.28%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Callan Family Office, LLC 440.06%0.09%0.13%Q4 2022Q3 20234
INVICTUS PRIVATE WEALTH, LLC 442.42%2.53%2.70%Q4 2022Q3 20234
Corient Private Wealth LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Lodestone Wealth Management LLC 440.24%0.27%0.30%Q4 2022Q3 20234
Colonial Trust Co / SC 440.02%0.02%0.02%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.06%0.06%0.07%Q4 2022Q3 20234
Sharper & Granite LLC 440.73%0.81%0.90%Q4 2022Q3 20234
Gallacher Capital Management LLC 440.13%0.19%0.28%Q4 2022Q3 20234
Jacobus Wealth Management, Inc. 310.03%0.03%0.03%Q4 2014Q4 20154
Family Asset Management, LLC 440.14%0.18%0.23%Q4 2022Q3 20234
SP Asset Management LLC 440.12%0.13%0.15%Q4 2022Q3 20234
Register Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Talisman Wealth Advisors LLC 440.66%0.72%0.88%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Auto-Owners Insurance Co 444.59%4.78%5.24%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.17%0.22%0.39%Q4 2022Q3 20234
Breakwater Capital Group 440.14%0.17%0.19%Q4 2022Q3 20234
Worth Financial Advisory Group, LLC 440.48%0.57%0.74%Q4 2022Q3 20234
PETREDIS INVESTMENT ADVISORS LLC 447.26%7.86%9.23%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.44%0.63%0.73%Q4 2022Q3 20234
STAR Financial Bank 440.30%0.31%0.32%Q4 2022Q3 20234
Financial Freedom, LLC 440.80%0.88%1.06%Q4 2022Q3 20234
Park Place Capital Corp 440.01%0.01%0.02%Q4 2022Q3 20234
Massachusetts Wealth Management 441.26%1.33%1.40%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.07%0.08%0.09%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.11%0.70%2.47%Q4 2022Q3 20234
Granite Harbor Advisors, Inc. 443.15%3.48%4.04%Q4 2022Q3 20234
Sebold Capital Management, Inc. 440.29%0.37%0.47%Q4 2022Q3 20234
CHANNEL WEALTH LLC 440.15%0.18%0.21%Q1 2023Q4 20234
New Republic Capital, LLC 440.04%0.06%0.07%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Accuvest Global Advisors 220.19%0.57%1.54%Q2 2015Q1 20184
Woodbine Capital Advisors LP 442.27%13.23%26.13%Q2 2013Q1 20144
TOWER TRUST Co 441.67%1.86%2.07%Q2 2013Q1 20144
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.01%0.01%0.01%Q4 2022Q3 20234
SPHERA FUNDS MANAGEMENT LTD. 210.51%2.38%4.64%Q4 2013Q4 20174
JOYN Advisors, Inc. 440.01%0.01%0.01%Q1 2018Q4 20184
IVORY INVESTMENT MANAGEMENT, LLC 220.74%1.02%1.32%Q2 2013Q3 20144
CALDWELL SUTTER CAPITAL, INC. 440.21%0.29%0.40%Q4 2022Q3 20234
Community Financial Services Group, LLC 310.09%0.10%0.12%Q2 2018Q3 20234
Banco BTG Pactual S.A. 210.02%5.10%19.06%Q1 2016Q1 20214
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 446.55%18.97%23.24%Q4 2016Q3 20174
U S GLOBAL INVESTORS INC 440.09%0.29%0.68%Q2 2017Q1 20184
HARVARD MANAGEMENT CO INC 310.10%0.25%0.44%Q1 2014Q2 20164
GIRARD SECURITIES, INC. 440.20%0.24%0.27%Q4 2016Q3 20174
TEXAS CAPITAL BANCSHARES INC/TX 221.09%1.65%2.11%Q1 2021Q1 20234
ROWLAND CARMICHAEL ADVISORS INC /ADV 210.00%0.03%0.11%Q1 2016Q4 20204
ST GERMAIN D J CO INC 310.01%0.01%0.02%Q4 2022Q4 20234
COMMONWEALTH BANK OF AUSTRALIA 440.01%0.02%0.02%Q2 2013Q1 20144
LEVEL FOUR FINANCIAL, LLC 440.37%0.44%0.54%Q4 2020Q3 20214
BOSTON ADVISORS LLC 440.02%0.02%0.03%Q4 2018Q3 20194
TWIN CAPITAL MANAGEMENT INC 440.03%0.03%0.03%Q4 2022Q3 20234
PHILLIPS FINANCIAL MANAGEMENT, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Jetstream Capital LLC 310.94%5.33%8.54%Q3 2013Q3 20154
Folger Hill Asset Management LP 110.01%0.22%0.38%Q3 2016Q1 20174
Allegis Investment Advisors, LLC 310.06%0.55%1.41%Q4 2015Q2 20174
Vista Private Wealth Partners. LLC 311.41%1.63%1.79%Q3 2017Q3 20184
Julex Capital Management, LLC 446.02%8.59%13.45%Q4 2018Q3 20194
DOLIVER ADVISORS, LP 210.00%0.04%0.09%Q2 2019Q4 20214
KHP Capital, LLC 442.80%2.93%3.10%Q4 2017Q3 20184
Glen Point Capital LLP 117.17%25.45%50.56%Q2 2017Q2 20204
Bragg Financial Advisors, Inc 440.02%0.02%0.02%Q4 2022Q3 20234
Hefty Wealth Partners 211.41%1.87%2.71%Q1 2016Q1 20184
Pensionmark Financial Group, LLC 440.10%0.11%0.12%Q1 2021Q4 20214
Independence Advisors, LLC 440.02%0.02%0.02%Q4 2019Q3 20204
Capital One Investing, Inc. 440.46%0.91%1.21%Q4 2018Q3 20194
Performa Ltd (US), LLC 440.66%0.81%0.98%Q4 2018Q3 20194
ROBERTSON STEPHENS ADVISORS LLC 442.52%4.24%5.68%Q4 2016Q3 20174
IBEX WEALTH ADVISORS 210.01%0.07%0.12%Q4 2016Q3 20214
Bridgeworth, LLC 310.03%0.15%0.19%Q4 2016Q2 20184
Buffington Mohr McNeal 310.00%0.17%0.23%Q2 2017Q1 20194
SFE Investment Counsel 440.10%0.13%0.15%Q4 2022Q3 20234
BIRINYI ASSOCIATES INC 210.11%0.12%0.13%Q3 2015Q3 20163
TREMBLANT CAPITAL GROUP 110.34%2.86%6.01%Q4 2015Q3 20183
Aft, Forsyth & Sober, LLC 331.95%1.99%2.03%Q2 2013Q4 20133
TTP Investments, Inc. 332.51%3.97%6.32%Q4 2017Q2 20183
Eclectica Asset Management LLP 331.22%1.48%1.67%Q3 2013Q1 20143
Lombard Odier Asset Management (Switzerland) SA 330.09%0.15%0.18%Q2 2017Q4 20173
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 210.00%0.00%0.00%Q4 2014Q3 20153
HBK INVESTMENTS L P 110.03%0.22%0.32%Q3 2014Q4 20193
Destiny Capital Corp/CO 330.25%0.31%0.36%Q4 2022Q2 20233
McAdam, LLC 330.04%0.06%0.08%Q1 2018Q3 20183
BEL AIR INVESTMENT ADVISORS LLC 220.00%0.34%0.70%Q1 2021Q2 20213
ADAMS DIVERSIFIED EQUITY FUND, INC. 210.36%0.57%0.79%Q2 2021Q2 20223
Community Capital Management, LLC 110.02%0.02%0.03%Q1 2019Q1 20213
TUCKER ASSET MANAGEMENT LLC 210.00%0.44%1.31%Q3 2022Q2 20233
American Trust 330.02%0.02%0.02%Q4 2022Q2 20233
Robbins Farley 330.00%0.00%0.01%Q3 2021Q1 20223
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 330.56%0.67%0.74%Q4 2021Q2 20223
Strategic Financial Concepts, LLC 330.13%0.16%0.20%Q1 2023Q3 20233
MSD Partners, L.P. 330.70%2.79%6.23%Q1 2018Q3 20183
Anson Capital, Inc. 330.45%1.20%1.59%Q4 2021Q2 20223
Siena Capital Partners GP, LLC 330.00%0.02%0.03%Q3 2020Q1 20213
Deane Retirement Strategies, Inc. 335.28%5.70%6.20%Q4 2020Q2 20213
York Capital Management Global Advisors, LLC 110.72%2.97%6.32%Q1 2015Q2 20203
Harvest Fund Management Co., Ltd 330.14%0.16%0.17%Q2 2018Q4 20183
Truxt Investmentos Ltda. 210.11%2.38%6.81%Q1 2021Q3 20233
Dana Investment Advisors, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
WAFRA INC. 210.08%0.13%0.17%Q4 2014Q1 20163
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q1 2016Q3 20183
WEALTH EFFECTS LLC 210.09%0.11%0.12%Q4 2021Q4 20223
Delta Financial Group, Inc. 330.10%0.18%0.34%Q1 2023Q3 20233
Zions Bancorporation 110.00%0.01%0.02%Q1 2015Q3 20183
Meadow Creek Wealth Advisors LLC 330.38%0.40%0.42%Q4 2021Q2 20223
Independent Advisor Alliance 110.01%0.07%0.14%Q1 2017Q4 20213
Strategic Wealth Management Group, LLC 210.09%0.14%0.20%Q4 2018Q2 20213
MENORA MIVTACHIM HOLDINGS LTD. 332.21%2.65%3.45%Q1 2023Q3 20233
Stillwater Capital Advisors, LLC 210.11%1.19%1.83%Q2 2018Q3 20233
Waratah Capital Advisors Ltd. 210.01%0.30%0.87%Q1 2022Q4 20223
BNC WEALTH MANAGEMENT, LLC 330.33%0.38%0.41%Q4 2021Q2 20223
Round Table Services, LLC 330.35%0.37%0.39%Q1 2022Q3 20223
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 330.04%0.06%0.09%Q1 2022Q3 20223
STATE OF WISCONSIN INVESTMENT BOARD 330.02%0.03%0.04%Q2 2013Q4 20133
Pinz Capital Management, LP 110.18%0.55%1.28%Q3 2020Q2 20223
1ST SOURCE BANK 330.03%0.03%0.03%Q2 2014Q4 20143
Mariner Wealth Advisors-Madison, LLC 330.24%0.27%0.28%Q1 2013Q3 20133
PFM Health Sciences, LP 110.03%0.60%1.23%Q1 2015Q4 20203
Advisor OS, LLC 210.06%0.29%0.70%Q3 2021Q1 20233
ERTS Wealth Advisors, LLC 210.05%0.09%0.12%Q4 2018Q4 20193
Hilltop Partners LLC 330.09%1.41%4.04%Q1 2023Q3 20233
JTC Employer Solutions Trustee Ltd 330.01%0.01%0.01%Q1 2023Q3 20233
CETERA INVESTMENT MANAGEMENT LLC 330.37%0.63%1.04%Q3 2016Q1 20173
Waterloo Capital, L.P. 330.09%0.12%0.14%Q1 2023Q3 20233
Amida Capital Management II, LLC 110.04%0.22%0.48%Q2 2013Q2 20133
ACADIA TRUST NA 330.08%0.09%0.09%Q3 2014Q1 20153
Accurate Wealth Management, LLC 210.02%2.06%4.97%Q2 2021Q4 20223
Seven Post Investment Office LP 330.23%0.34%0.53%Q4 2019Q2 20203
Varma Mutual Pension Insurance Co 332.64%3.52%5.26%Q1 2023Q3 20233
East Coast Asset Management, LLC. 330.02%0.02%0.02%Q4 2012Q2 20133
TEACHERS ADVISORS, LLC 330.00%0.00%0.00%Q3 2015Q1 20163
Tevis Investment Management 330.06%0.06%0.07%Q4 2021Q2 20223
Johanson Financial Advisors, Inc. 210.09%0.24%0.36%Q4 2015Q4 20193
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 330.25%0.81%1.14%Q1 2023Q3 20233
Pinnacle Wealth Management Advisory Group, LLC 330.20%0.21%0.24%Q2 2015Q4 20153
Better Money Decisions, LLC 210.04%0.06%0.07%Q2 2021Q2 20223
Warberg Asset Management LLC 210.05%0.52%0.79%Q4 2020Q1 20233
Portman Square Capital LLP 220.48%0.66%0.78%Q1 2023Q2 20233
FIFTH LANE CAPITAL, LP 110.00%0.46%0.76%Q4 2021Q4 20223
HOWARD FINANCIAL SERVICES, LTD. 330.15%0.15%0.15%Q1 2019Q3 20193
Vigilare Wealth Management 210.17%0.23%0.29%Q4 2019Q4 20213
Wright Fund Management, LLC 210.20%0.44%0.83%Q4 2022Q3 20233
Wilmington Trust, National Association 330.01%0.01%0.01%Q4 2013Q2 20143
LEO BROKERAGE, LLC 210.04%0.04%0.05%Q1 2022Q2 20233
DIKER MANAGEMENT LLC 330.55%0.83%1.00%Q2 2017Q4 20173
CTC Alternative Strategies, Ltd. 210.31%1.47%2.83%Q3 2013Q3 20233
MD Financial Management Inc. 331.13%1.49%2.16%Q2 2021Q4 20213
Desjardins Global Asset Management Inc. 330.09%0.17%0.22%Q1 2023Q3 20233
Gradient Capital Advisors, LLC 330.09%0.09%0.09%Q3 2021Q1 20223
Selective Wealth Management, Inc. 330.00%0.02%0.03%Q1 2022Q3 20223
Smith & Howard Wealth Management, LLC 330.08%0.08%0.08%Q2 2013Q4 20133
Visium Asset Management, LP 210.01%0.02%0.02%Q2 2013Q1 20143
Roof Advisory Group, Inc. 330.93%0.98%1.04%Q4 2017Q2 20183
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 330.20%0.23%0.27%Q2 2013Q4 20133
HORIZON BANCORP INC /IN/ 330.01%0.01%0.01%Q1 2023Q3 20233
SMITHBRIDGE ASSET MANAGEMENT INC/DE 330.16%0.16%0.16%Q2 2021Q4 20213
Cape Investment Advisory, Inc. 330.10%0.10%0.10%Q1 2023Q3 20233
GUYASUTA INVESTMENT ADVISORS INC 330.02%0.02%0.02%Q1 2021Q3 20213
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 330.00%0.00%0.00%Q1 2023Q3 20233
Braun-Bostich & Associates Inc. 330.00%0.68%2.04%Q4 2019Q2 20203
Fairhaven Wealth Management, LLC 330.08%0.08%0.09%Q3 2021Q1 20223
Cumberland Partners Ltd 330.04%0.05%0.06%Q3 2021Q1 20223
Crawford Lake Capital Management, LLC 110.04%0.59%1.37%Q4 2017Q3 20183
Phoenix Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
CAPITAL ONE FINANCIAL CORP 330.04%0.12%0.18%Q1 2020Q3 20203
CHILDRESS CAPITAL ADVISORS, LLC 330.47%0.59%0.80%Q1 2021Q3 20213
PFG Investments, LLC 330.08%0.08%0.09%Q1 2023Q3 20233
Allspring Global Investments Holdings, LLC 210.01%0.01%0.01%Q4 2021Q3 20233
FARR MILLER & WASHINGTON LLC/DC 330.02%0.02%0.02%Q1 2021Q3 20213
Simcoe Capital Management, LLC 330.19%0.20%0.22%Q1 2020Q3 20203
Planning Solutions Group LLC 330.34%0.36%0.39%Q4 2018Q2 20193
National Mutual Insurance Federation of Agricultural Cooperatives 330.83%0.89%0.94%Q3 2017Q1 20183
SMITH HAYES Advisers, Inc 330.09%0.15%0.23%Q3 2014Q1 20153
Coston, McIsaac & Partners 330.02%0.02%0.02%Q1 2023Q3 20233
NORDEA INVESTMENT MANAGEMENT AB 330.04%0.04%0.04%Q3 2018Q1 20193
Belvedere Trading LLC 220.01%0.04%0.07%Q4 2021Q1 20223
Beta Wealth Group, Inc. 330.30%0.88%2.01%Q2 2022Q4 20223
MJP ASSOCIATES INC /ADV 210.06%0.07%0.07%Q2 2021Q1 20223
First International Bank & Trust 330.13%0.15%0.16%Q4 2021Q2 20223
Windsor Advisory Group, LLC 330.01%0.03%0.04%Q4 2022Q2 20233
Nationwide Fund Advisors 210.00%0.00%0.00%Q3 2015Q1 20173
Andesa Financial Management Inc. 330.20%0.49%0.64%Q1 2020Q3 20203
Beirne Wealth Consulting Services, LLC 210.08%0.14%0.20%Q3 2021Q3 20223
Red Door Wealth Management, LLC 330.36%0.38%0.40%Q2 2021Q4 20213
ZRC WEALTH MANAGEMENT, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
COMMUNITY BANK SYSTEM, INC. 330.14%0.16%0.17%Q1 2014Q3 20143
Garrison Asset Management, LLC 330.25%0.26%0.26%Q2 2014Q4 20143
Fidelis Capital Partners, LLC 330.16%0.17%0.19%Q1 2023Q3 20233
MILLIE CAPITAL MANAGEMENT, LLC 330.71%0.74%0.79%Q2 2017Q4 20173
FIRST CITIZENS BANK & TRUST CO 330.00%0.00%0.00%Q1 2023Q3 20233
National Wealth Management Group, LLC 210.30%0.62%0.82%Q4 2021Q1 20233
Column Capital Advisors, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Vestpro Financial Partners, Inc. dba CPF Texas 330.01%0.69%1.03%Q1 2018Q3 20183
Oak Grove Capital LLC 330.01%0.03%0.04%Q1 2018Q3 20183
Novak Financial Planning, LLC 331.20%1.25%1.30%Q4 2020Q2 20213
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Pension Partners, LLC 210.22%0.41%0.57%Q3 2014Q3 20153
Freemont Management S.A. 330.05%0.05%0.05%Q1 2022Q3 20223
TLWM 333.15%3.22%3.36%Q1 2018Q3 20183
Empowered Funds, LLC 110.01%0.41%0.62%Q2 2021Q2 20233
Blue Sky Asset Management, LLC 213.42%4.33%5.13%Q1 2017Q1 20183
Future Financial Wealth Managment LLC 210.02%0.27%0.78%Q4 2020Q1 20223
Shay Capital LLC 110.05%0.26%0.40%Q4 2020Q3 20233
BIVIN & ASSOCIATES, INC. 330.00%0.85%2.54%Q4 2021Q2 20223
AMERICAN CENTURY COMPANIES INC 330.00%0.00%0.00%Q2 2016Q4 20163
WealthPlan Investment Management, LLC 210.24%0.24%0.25%Q1 2022Q4 20223
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 210.32%0.41%0.54%Q2 2016Q1 20203
Triatomic Management LP 214.58%8.05%13.81%Q4 2022Q3 20233
CABANA LLC 110.01%2.73%8.16%Q1 2019Q2 20203
Guild Investment Management, Inc. 110.96%4.60%10.45%Q1 2012Q4 20223
SageGuard Financial Group, LLC 331.43%1.51%1.63%Q4 2020Q2 20213
Granite Bay Wealth Management, LLC 333.46%3.92%4.22%Q2 2022Q4 20223
Spartan Fund Management Inc. 210.23%0.37%0.49%Q2 2022Q1 20233
Stone Toro Investment Advisers, LP 110.15%0.60%0.96%Q3 2013Q4 20143
1776 Wealth LLC 330.02%0.06%0.09%Q4 2019Q2 20203
STEELHEAD PARTNERS LLC 330.07%0.09%0.11%Q2 2020Q4 20203
Sepio Capital, LP 110.03%0.03%0.04%Q3 2019Q4 20203
Glass Jacobson Investment Advisors llc 210.53%0.56%0.60%Q4 2022Q3 20233
TWIN FOCUS CAPITAL PARTNERS, LLC 330.05%0.05%0.06%Q2 2021Q4 20213
Calamos Wealth Management LLC 210.03%0.03%0.03%Q2 2017Q1 20183
CONNABLE OFFICE INC 330.78%1.01%1.21%Q3 2021Q1 20223
Autumn Glory Partners, LLC 210.09%0.15%0.24%Q4 2021Q1 20233
Thomas J. Herzfeld Advisors, Inc. 330.00%0.00%0.00%Q2 2014Q4 20143
Acorn Advisory Capital L.P. 210.48%1.15%2.44%Q4 2017Q3 20193
Quintium Advisors, LLC 330.00%1.43%4.12%Q3 2015Q1 20163
Karp Capital Management Corp 110.01%0.08%0.14%Q4 2014Q2 20223
DELTEC ASSET MANAGEMENT LLC 330.21%0.23%0.24%Q4 2016Q2 20173
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 330.02%0.02%0.02%Q3 2021Q1 20223
Q3 Asset Management 211.26%3.21%4.18%Q4 2017Q4 20193
MY Wealth Management Inc. 334.54%4.73%4.83%Q1 2023Q3 20233
Gryphon Financial Partners LLC 210.00%0.00%0.01%Q1 2018Q2 20223
EAGLE GLOBAL ADVISORS LLC 210.01%0.27%0.52%Q4 2018Q4 20193
Rye Brook Capital LLC 330.89%1.94%3.35%Q1 2021Q3 20213
KB FINANCIAL PARTNERS, LLC 210.00%0.06%0.17%Q1 2021Q4 20213
Beaumont Asset Management, L.L.C. 330.47%0.50%0.53%Q1 2023Q3 20233
Tower View Wealth Management LLC 330.00%0.00%0.00%Q3 2018Q1 20193
Financial Services Advisory Inc 210.40%4.59%7.83%Q4 2017Q3 20233
BIP Wealth, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Menard Financial Group LLC 210.29%0.44%0.59%Q4 2019Q1 20223
Summit Global Investments 330.29%0.44%0.71%Q1 2022Q3 20223
Lion Street Advisors, LLC 330.06%0.13%0.25%Q1 2023Q3 20233
ARDSLEY ADVISORY PARTNERS LP 110.00%0.22%0.41%Q3 2013Q2 20223
Fort Point Capital Partners LLC 110.00%0.01%0.04%Q4 2022Q4 20223
Bayesian Capital Management, LP 210.07%0.26%0.58%Q2 2021Q2 20233
FolioMetrix LLC 332.49%2.55%2.65%Q4 2014Q2 20153
Garda Capital Partners LP 210.02%0.06%0.11%Q4 2022Q3 20233
Core Wealth Partners LLC 330.20%0.21%0.21%Q1 2023Q3 20233
SANDLER CAPITAL MANAGEMENT 211.26%2.40%4.60%Q4 2016Q3 20183
RBF Capital, LLC 110.00%0.11%0.32%Q2 2013Q4 20143
Engrave Wealth Partners LLC 330.01%0.10%0.16%Q4 2019Q2 20203
Gallagher Fiduciary Advisors, LLC 330.11%0.12%0.13%Q1 2023Q3 20233
LGT Financial Advisors LLC 210.00%0.04%0.06%Q4 2022Q3 20233
Pinnacle Wealth Management Group, Inc. 331.06%1.13%1.24%Q2 2021Q4 20213
SIG North Trading, ULC 210.02%0.21%0.56%Q4 2022Q3 20233
Lombard Odier Asset Management (Europe) Ltd 334.10%5.63%6.62%Q2 2017Q4 20173
Seelaus Asset Management LLC 330.12%0.13%0.13%Q3 2021Q1 20223
Genesis Wealth Advisors, LLC 330.09%0.10%0.11%Q4 2014Q2 20153
USAdvisors Wealth Management, LLC 210.18%0.30%0.52%Q4 2017Q1 20223
Center For Asset Management LLC 210.32%0.41%0.46%Q1 2021Q1 20223
Insight Advisors, LLC/ PA 330.06%0.06%0.06%Q3 2021Q1 20223
Per Stirling Capital Management, LLC. 110.05%0.10%0.15%Q4 2022Q3 20232
AMICA MUTUAL INSURANCE CO 220.26%0.52%0.78%Q1 2022Q2 20222
AIRE ADVISORS, LLC 220.08%0.09%0.09%Q1 2022Q2 20222
CORNERCAP INVESTMENT COUNSEL INC 220.03%0.04%0.04%Q3 2017Q4 20172
RESTON WEALTH MANAGEMENT LLC 220.16%0.19%0.21%Q4 2018Q1 20192
JBF Capital, Inc. 220.01%0.01%0.01%Q1 2017Q2 20172
Sandy Cove Advisors, LLC 220.01%0.02%0.04%Q4 2021Q1 20222
VERNIER CAPITAL PARTNERS, LP 115.94%10.19%14.45%Q4 2015Q1 20192
NEWLAND CAPITAL MANAGEMENT, LLC 222.08%2.26%2.44%Q1 2015Q2 20152
Sloy Dahl & Holst, LLC 110.11%0.16%0.22%Q4 2019Q4 20202
STIFEL NICOLAUS & CO INC \MO\ 220.05%0.06%0.06%Q2 2013Q3 20132
XML SECURITIES, LLC 220.46%0.50%0.54%Q4 2017Q1 20182
Brendel Financial Advisors LLC 220.51%0.94%1.37%Q4 2022Q1 20232
OKABENA INVESTMENT SERVICES INC 220.08%0.09%0.10%Q4 2019Q1 20202
Hardy Reed LLC 110.08%0.10%0.11%Q1 2022Q3 20222
Teewinot Capital Advisers, L.L.C. 220.14%0.26%0.39%Q4 2013Q1 20142
Pinnacle Private Wealth, LLC 220.06%0.08%0.10%Q1 2022Q2 20222
Signify Wealth 111.69%1.98%2.28%Q4 2022Q3 20232
THORNBURG INVESTMENT MANAGEMENT INC 220.00%0.00%0.00%Q3 2013Q4 20132
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 220.00%0.00%0.00%Q1 2020Q2 20202
EQUITEC PROPRIETARY MARKETS, LLC 110.00%0.00%0.01%Q1 2016Q1 20162
CQS Cayman LP 220.01%0.40%0.78%Q1 2015Q2 20152
TCG Advisory Services, LLC 220.01%0.04%0.08%Q1 2021Q2 20212
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q2 2020Q4 20222
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 220.11%0.11%0.11%Q3 2015Q4 20152
Optas, LLC 220.20%0.24%0.29%Q4 2019Q1 20202
Outlook Wealth Advisors, LLC 220.19%0.27%0.35%Q4 2018Q1 20192
H. L. Ormond & Company, LLC 220.31%0.31%0.32%Q4 2021Q1 20222
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 220.08%0.11%0.15%Q1 2020Q2 20202
CARDIFF PARK ADVISORS, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
Stadion Money Management, LLC 110.13%1.64%3.14%Q4 2013Q4 20142
GAVEA INVESTIMENTOS LTDA 114.12%5.09%6.06%Q1 2015Q4 20162
Altus Wealth Group LLC 220.05%0.06%0.07%Q4 2020Q1 20212
Hamilton Wealth, LLC 220.09%0.11%0.12%Q4 2021Q1 20222
PRIVATE CAPITAL MANAGEMENT LLC 110.08%0.16%0.23%Q4 2018Q3 20212
Ikarian Capital, LLC 111.10%1.19%1.27%Q2 2020Q1 20212
Crosspoint Capital Strategies, LLC 110.00%0.30%0.60%Q4 2014Q4 20152
Grandview Asset Management LLC 110.05%0.16%0.26%Q1 2021Q2 20232
ClariVest Asset Management LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Black Diamond Financial, LLC 110.06%0.07%0.08%Q1 2022Q3 20232
Annapolis Financial Services, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
CapWealth Advisors, LLC 110.01%0.01%0.01%Q2 2015Q1 20162
Aris Wealth Services, Inc. 220.11%0.12%0.14%Q1 2015Q2 20152
Tibra Equities Europe Ltd 221.02%2.12%3.21%Q4 2017Q1 20182
Portfolio Strategies Inc 220.22%0.36%0.49%Q2 2014Q3 20142
Kazazian Asset Management, LLC 220.98%1.00%1.03%Q2 2018Q3 20182
Covenant Asset Management, LLC 110.00%0.01%0.02%Q1 2018Q1 20182
THREE BAYS CAPITAL LP 226.41%7.09%7.78%Q4 2016Q1 20172
Cornerstone Advisors, Inc. 220.01%0.01%0.01%Q3 2015Q4 20152
Benchmark Investment Advisors LLC 220.77%0.81%0.85%Q4 2021Q1 20222
Sentinus, LLC 220.07%0.10%0.13%Q4 2022Q1 20232
Fountainhead AM, LLC 110.09%0.09%0.09%Q1 2022Q3 20232
Alkeon Capital Management 220.58%0.74%0.89%Q1 2020Q2 20202
Davis Capital Management 220.08%0.08%0.08%Q1 2020Q2 20202
ARGENT TRUST COMPANY, N.A. 220.10%0.11%0.11%Q4 2014Q1 20152
ADAMSBROWN WEALTH CONSULTANTS LLC 220.18%0.20%0.21%Q4 2021Q1 20222
Vise Technologies, Inc. 220.06%0.07%0.08%Q4 2021Q1 20222
VAN ECK ASSOCIATES CORP 110.05%0.07%0.08%Q1 2017Q3 20172
Wellington Shields & Co., LLC 110.10%0.10%0.11%Q2 2019Q4 20192
Point72 Europe (London) LLP 111.64%18.58%35.51%Q2 2018Q1 20222
Slate Path Capital LP 2214.00%16.58%19.16%Q4 2016Q1 20172
Alpha Wave Global, LP 111.96%3.04%4.11%Q3 2019Q4 20202
REGATTA CAPITAL GROUP, LLC 220.08%0.08%0.08%Q4 2021Q1 20222
Tourbillon Capital Partners, L.P. 111.41%1.55%1.69%Q3 2014Q4 20152
Perkins Coie Trust Co 110.01%0.02%0.02%Q3 2014Q3 20232
Signet Investment Advisory Group, Inc. 110.02%0.02%0.02%Q4 2018Q4 20202
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 110.01%0.01%0.01%Q4 2022Q3 20232
Detwiler Fenton Investment Management LLC 110.37%0.44%0.52%Q1 2012Q1 20132
BOLTON LP 110.06%0.12%0.18%Q1 2014Q1 20142
HOWARD WEALTH MANAGEMENT, LLC 220.22%0.37%0.52%Q4 2019Q1 20202
Kathmere Capital Management, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
GETCO Holding Company, LLC 110.04%0.05%0.06%Q2 2013Q2 20132
Maryland State Retirement & Pension System 222.50%2.52%2.54%Q1 2022Q2 20222
TCG Advisors, LP 220.02%0.02%0.02%Q1 2019Q2 20192
Goepper Burkhardt LLC 220.12%0.12%0.12%Q4 2021Q1 20222
CBIZ Investment Advisory Services, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Amica Retiree Medical Trust 220.28%0.51%0.73%Q1 2022Q2 20222
Bullseye Investment Management, LLC 220.21%0.37%0.54%Q4 2021Q1 20222
Modera Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
AQR Capital Management 220.00%0.00%0.00%Q2 2023Q3 20232
NEW ENGLAND ASSET MANAGEMENT INC 110.02%0.02%0.02%Q4 2018Q4 20202
Avalon Global Asset Management LLC 114.44%10.80%17.15%Q2 2016Q1 20222
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
BRANT POINT INVESTMENT MANAGEMENT LLC 110.34%0.41%0.49%Q1 2017Q2 20212
Austin Private Wealth, LLC 110.01%0.02%0.04%Q1 2022Q1 20222
LWM Advisory Services, LLC 220.29%0.31%0.34%Q4 2021Q1 20222
XML Financial, LLC 220.14%0.16%0.17%Q4 2019Q1 20202
JACKSON SQUARE CAPITAL, LLC 220.07%0.09%0.11%Q4 2019Q1 20202
Moss Adams Wealth Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Wilks Brothers, LLC 221.58%1.89%2.21%Q2 2018Q3 20182
Virtus ETF Advisers LLC 220.42%0.57%0.72%Q4 2016Q1 20172
Meritage Group LP 220.85%0.95%1.05%Q4 2013Q1 20142
Greenland Capital Management LP 110.09%0.11%0.14%Q1 2023Q3 20232
Soundwatch Capital LLC 220.02%0.03%0.05%Q3 2021Q4 20212
Aspire Wealth Management Corp 220.00%0.00%0.00%Q3 2022Q4 20222
Kemnay Advisory Services Inc. 2212.18%12.60%13.00%Q4 2016Q1 20172
Global Strategic Investment Solutions, LLC 110.03%0.03%0.03%Q4 2021Q2 20232
Safeguard Financial, LLC 110.02%0.21%0.41%Q1 2022Q2 20232
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Crown Wealth Group, LLC 220.21%0.30%0.38%Q1 2022Q2 20222
LIBRA WEALTH LLC 220.13%0.14%0.16%Q4 2021Q1 20222
ROYCE & ASSOCIATES LP 220.00%0.00%0.00%Q1 2023Q2 20232
Sterling Investment Counsel, LLC 220.14%0.14%0.14%Q4 2021Q1 20222
Burleson & Company, LLC 110.00%0.00%0.01%Q1 2022Q4 20222
Howard Capital Management Inc. 220.60%0.62%0.63%Q3 2021Q4 20212
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2022Q3 20232
CenterStar Fund, LLC 110.00%0.04%0.08%Q4 2016Q4 20162
Pure Financial Advisors, LLC 220.01%0.01%0.02%Q4 2022Q1 20232
One Wealth Advisors, LLC 110.01%0.03%0.05%Q2 2018Q4 20222
ABSOLUTE CAPITAL MANAGEMENT, LLC 220.24%0.52%0.80%Q3 2022Q4 20222
Fortitude Advisory Group L.L.C. 220.10%0.10%0.10%Q4 2021Q1 20222
Everett Capital Advisors UK LLP 114.82%12.12%19.42%Q4 2016Q2 20172
Catalyst Wealth Management, LLC 221.34%1.45%1.57%Q4 2022Q1 20232
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Retirement Planning Co of New England, Inc. 220.10%0.11%0.12%Q4 2021Q1 20222
RWQ Financial Management Services, Inc. 110.19%2.29%4.39%Q4 2022Q2 20232
Silicon Valley Capital Partners 220.00%0.00%0.00%Q4 2022Q1 20232
Symmetry Partners, LLC 220.36%0.57%0.78%Q1 2021Q2 20212
SPROTT INC. 220.02%0.03%0.04%Q3 2014Q4 20142
Coppell Advisory Solutions Corp. 220.08%0.09%0.09%Q4 2022Q1 20232
Financial Gravity Companies, Inc. 110.00%0.24%0.48%Q1 2018Q4 20182
ACUTE INVESTMENT ADVISORY, LLC 111.08%2.03%2.99%Q4 2021Q2 20222
TrueWealth Advisors, LLC 220.14%0.16%0.19%Q1 2021Q2 20212
Regent Peak Wealth Advisors LLC 220.05%0.07%0.09%Q4 2020Q1 20212
JACOBS ASSET MANAGEMENT, LLC 113.02%7.98%12.95%Q1 2020Q3 20232
AEGON USA Investment Management, LLC 220.01%0.01%0.01%Q3 2014Q4 20142
Winchester Group Inc. 220.47%0.48%0.49%Q2 2013Q3 20132
Mirador Capital Partners LP 110.04%0.09%0.15%Q4 2019Q4 20192
STAPP WEALTH MANAGEMENT, PLLC 224.39%5.36%6.33%Q3 2022Q4 20222
GODSEY & GIBB, INC 110.00%0.01%0.01%Q1 2022Q4 20222
Oribel Capital Management, LP 111.34%3.05%4.77%Q2 2020Q1 20232
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
Kohlberg Kravis Roberts & Co. L.P. 220.04%0.04%0.04%Q4 2016Q1 20172
3D ASSET MANAGEMENT, INC 110.08%0.08%0.09%Q1 2020Q3 20202
Fortis Capital Advisors, LLC 220.04%0.06%0.08%Q4 2022Q1 20232
Ignite Planners, LLC 220.11%0.12%0.13%Q4 2022Q1 20232
RIVERHEAD CAPITAL MANAGEMENT LLC 220.11%0.12%0.14%Q2 2017Q3 20172
Stuart Chaussee & Associates, Inc. 110.02%2.50%4.98%Q4 2016Q1 20222
ARROWGRASS CAPITAL PARTNERS LLP 113.40%4.07%4.75%Q1 2014Q4 20162
New England Private Wealth Advisors LLC 220.10%0.10%0.11%Q1 2014Q2 20142
New Hampshire Trust 220.00%0.00%0.00%Q4 2022Q1 20232
PVG Asset Management 111.13%1.55%1.98%Q1 2015Q4 20152
Old West Investment Management, LLC 110.08%2.56%5.04%Q3 2018Q4 20192
Icon Wealth Advisors, LLC 220.04%0.04%0.04%Q3 2022Q4 20222
Curi Wealth Management, LLC 110.00%0.00%0.01%Q4 2020Q4 20212
FIR TREE CAPITAL MANAGEMENT LP 110.21%0.65%1.08%Q1 2021Q1 20222
Rooted Wealth Advisors, Inc. 221.26%1.49%1.71%Q4 2022Q1 20232
Catalyst Capital Advisors LLC 110.03%0.03%0.03%Q2 2014Q2 20172
Emerald Acquisition Ltd. 220.02%0.02%0.02%Q2 2016Q3 20162
Asset Allocation & Management Company, LLC 220.23%0.24%0.24%Q4 2022Q1 20232
SWS Partners 220.01%0.01%0.01%Q4 2017Q1 20182
Arista Wealth Management, LLC 110.09%0.11%0.13%Q4 2022Q2 20232
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.00%0.08%0.15%Q3 2020Q4 20222
Garden State Investment Advisory Services LLC 220.16%0.21%0.25%Q4 2022Q1 20232
Grey Fox Wealth Advisors, LLC 220.03%0.04%0.05%Q4 2022Q1 20232
CUMBERLAND ADVISORS INC 113.52%3.66%3.81%Q2 2020Q1 20212
WFA of San Diego, LLC 110.03%0.06%0.10%Q2 2020Q4 20222
Bensler, LLC 222.06%2.33%2.60%Q4 2021Q1 20222
True Capital Management 220.87%1.00%1.13%Q4 2022Q1 20232
State of Wyoming 220.00%0.00%0.01%Q1 2021Q2 20212
Almanack Investment Partners, LLC. 110.04%0.05%0.05%Q1 2018Q2 20192
Kapstone Financial Advisors LLC 110.17%0.18%0.19%Q4 2022Q2 20232
St. Louis Financial Planners Asset Management, LLC 111.38%1.39%1.40%Q1 2023Q4 20232
Altman Advisors, Inc. 110.47%1.04%1.62%Q1 2021Q3 20222
LITTLE HOUSE CAPITAL LLC 110.08%1.61%3.14%Q1 2019Q1 20212
Legacy Wealth Planning, LLC 110.27%0.28%0.29%Q3 2021Q1 20222
Paradigm, Strategies in Wealth Management, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
McCarthy Grittinger Financial Group, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
LINCOLN CAPITAL CORP 110.38%0.76%1.15%Q2 2022Q3 20232
KWB Wealth 220.05%0.05%0.05%Q2 2023Q3 20232
Richard C. Young & CO., LTD. 110.74%0.76%0.78%Q2 2022Q4 20222
Strategies Wealth Advisors, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Blue Fin Capital, Inc. 110.10%0.18%0.25%Q4 2018Q2 20222
WealthStone, Inc. 220.02%0.71%1.40%Q1 2019Q2 20192
ORG Partners LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Nemes Rush Group LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Camelot Portfolios, LLC 220.11%0.13%0.15%Q1 2019Q2 20192
Impact Partnership Wealth, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
UNION SAVINGS BANK 220.49%0.49%0.50%Q2 2023Q3 20232
Arcataur Capital Management LLC 220.08%0.08%0.08%Q2 2023Q3 20232
IAG Wealth Partners, LLC 110.00%0.01%0.01%Q4 2019Q2 20232
CGC Financial Services, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
SUMIT CAPITAL, LLC 220.78%1.28%1.78%Q4 2013Q1 20142
TFC Financial Management, Inc. 110.00%0.02%0.03%Q4 2021Q2 20222
LONDON CO OF VIRGINIA 110.00%0.01%0.01%Q3 2019Q1 20202
Baymount Management LP 111.91%5.96%10.01%Q4 2019Q2 20202
Peoples Bank/KS 220.83%0.94%1.05%Q3 2023Q4 20232
Measured Wealth Private Client Group, LLC 220.18%0.20%0.23%Q2 2018Q3 20182
Gibraltar Capital Management, Inc. 223.20%3.26%3.33%Q4 2016Q1 20172
HANSEATIC MANAGEMENT SERVICES INC 220.01%0.01%0.01%Q2 2013Q3 20132
Capital Markets Trading UK LLP 110.00%0.02%0.03%Q4 2019Q1 20212
SNOW CAPITAL MANAGEMENT LP 110.03%0.06%0.09%Q4 2018Q4 20192
Diametric Capital, LP 110.45%0.64%0.83%Q2 2020Q1 20232
Eton Park Capital Management, L.P. 110.69%0.86%1.03%Q2 2016Q2 20162
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q4 2015Q1 20182
CHIRON CAPITAL MANAGEMENT, LLC 224.91%5.21%5.52%Q3 2020Q4 20202
Manatuck Hill Partners, LLC 110.26%0.30%0.33%Q3 2020Q3 20212
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.01%Q4 2014Q1 20152
Soltis Investment Advisors LLC 220.03%0.04%0.04%Q3 2021Q4 20212
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 220.00%0.00%0.00%Q2 2013Q3 20132
Quantinno Capital Management LP 220.02%0.02%0.02%Q2 2023Q3 20232
FIRST AMERICAN TRUST, FSB 110.06%0.07%0.07%Q1 2018Q1 20212
FAIRFIELD, BUSH & CO. 110.01%0.02%0.03%Q2 2022Q2 20232
Planned Solutions, Inc. 220.04%0.05%0.05%Q3 2020Q4 20202
Orbitronix, LP 111.25%1.61%1.97%Q1 2015Q1 20162
FSA Wealth Management LLC 110.01%0.01%0.01%Q1 2020Q4 20202
Fore Capital, LLC 110.39%0.68%0.96%Q1 2019Q1 20192
Westchester Capital Management, LLC 110.05%0.15%0.25%Q2 2013Q4 20132
MCIA Inc 220.01%0.01%0.01%Q2 2017Q3 20172
Ullmann Wealth Partners Group, LLC 220.07%0.07%0.07%Q1 2017Q2 20172
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 111.08%1.46%1.84%Q3 2016Q3 20192
BBT Capital Management, LLC 110.08%0.25%0.41%Q2 2014Q4 20142
Lombard Odier & Cie (Bahamas) Ltd 220.07%0.09%0.11%Q1 2014Q2 20142
CTC LLC 110.00%0.00%0.00%Q4 2022Q3 20232
SFMG, LLC 112.42%3.17%3.92%Q3 2014Q2 20152
Bell Investment Advisors, Inc 220.01%0.01%0.01%Q2 2023Q3 20232
Harfst & Associates, Inc. 220.02%0.02%0.02%Q1 2017Q2 20172
Legacy Financial Group LLC 110.01%0.23%0.45%Q2 2021Q3 20232
Cooperatieve Rabobank U.A. 220.09%0.11%0.12%Q2 2013Q3 20132
JGP Global Gestao de Recursos Ltda. 110.09%0.46%0.83%Q3 2020Q3 20212
Amtrust Financial Services, Inc. 110.15%0.24%0.34%Q4 2016Q2 20172
BROADMARK ASSET MANAGEMENT LLC 220.47%0.95%1.44%Q3 2017Q4 20172
GUARDIAN CAPITAL ADVISORS LP 220.04%0.08%0.12%Q3 2013Q4 20132
XL Group Investments Ltd 226.09%6.12%6.15%Q4 2016Q1 20172
Oak Point Wealth Management 220.01%0.63%1.25%Q4 2017Q1 20182
BREMER TRUST NATIONAL ASSOCIATION 110.05%0.42%0.78%Q4 2017Q4 20182
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q2 2021Q4 20212
SCOGGIN MANAGEMENT LP 110.25%0.34%0.42%Q2 2017Q2 20192
DeGreen Capital Management LLC 114.80%5.51%6.21%Q4 2013Q4 20152
WULFF, HANSEN & CO. 220.19%0.19%0.20%Q4 2021Q1 20222
WestHill Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q1 20232
Apollo Management Holdings, L.P. 111.22%1.32%1.42%Q1 2016Q1 20222
Wealthgate Family Office, LLC 220.28%0.28%0.28%Q3 2021Q4 20212
CastleKnight Management LP 110.12%0.56%1.00%Q4 2021Q1 20232
FOUNDERS BANK & TRUST 220.00%0.01%0.01%Q3 2013Q4 20132
Financial Advantage, Inc. 110.02%0.02%0.02%Q1 2015Q1 20212
Crestline Management, LP 110.42%0.64%0.85%Q2 2018Q2 20202
Weaver C. Barksdale & Associates, Inc. 110.16%0.39%0.61%Q1 2017Q4 20172
OLD MISSION CAPITAL, LLC 110.02%0.10%0.18%Q4 2016Q4 20202
LEE DANNER & BASS INC 220.02%0.03%0.04%Q1 2021Q2 20212
Allston Trading LLC 110.00%0.36%0.72%Q3 2014Q3 20142
AFT, FORSYTH & COMPANY, INC. 220.06%0.06%0.07%Q2 2013Q3 20132
LifePro Asset Management 220.14%0.15%0.15%Q2 2021Q3 20212
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 110.52%2.69%4.86%Q4 2021Q3 20222
BEACONLIGHT CAPITAL, LLC 222.20%2.26%2.33%Q3 2019Q4 20192
HC FINANCIAL ADVISORS INC 220.01%0.01%0.01%Q1 2020Q2 20202
Parkside Investments, LLC 220.23%0.23%0.24%Q4 2018Q1 20192
SPRING CREEK CAPITAL LLC 220.05%0.10%0.15%Q2 2018Q3 20182
WATER ISLAND CAPITAL LLC 220.01%0.01%0.02%Q2 2016Q3 20162
NISA INVESTMENT ADVISORS, LLC 220.25%0.32%0.38%Q3 2021Q4 20212
VAUGHAN & Co SECURITIES, INC. 220.06%0.06%0.07%Q4 2019Q1 20202
Pacific Grove Capital LP 110.88%0.95%1.03%Q4 2016Q3 20172
CITIZENS & NORTHERN CORP 110.16%0.19%0.23%Q4 2018Q2 20222
Amiya Capital LLP 112.96%4.83%6.71%Q3 2013Q3 20142
ASSET PLANNING SERVICES INC /LA/ /ADV 220.14%0.22%0.29%Q4 2020Q1 20212
PacWest Financial Management Inc 220.14%0.14%0.14%Q1 2015Q2 20152
ELM ADVISORS, LLC 110.04%0.05%0.06%Q3 2018Q4 20202
Cornerstone Capital, Inc. 220.08%0.09%0.10%Q2 2015Q3 20152
Alera Investment Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Alberta Investment Management Corp 220.65%2.62%4.59%Q4 2020Q1 20212
Advanced Asset Management Advisors Inc 220.00%0.00%0.00%Q3 2022Q4 20222
INR ADVISORY SERVICES LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Donoghue Forlines LLC 221.14%1.55%1.96%Q4 2017Q1 20182
Well Done, LLC 110.01%0.01%0.01%Q1 2018Q4 20182
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
Steward Financial Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Azora Capital LP 110.02%5.59%11.16%Q4 2020Q4 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 110.10%0.47%0.83%Q3 2014Q3 20172
Hutchin Hill Capital, LP 110.01%0.10%0.20%Q2 2014Q3 20172
&PARTNERS 220.21%0.22%0.23%Q2 2021Q3 20212
TIGER MANAGEMENT L.L.C. 110.19%0.37%0.55%Q3 2018Q3 20182
BBVA USA 220.01%0.01%0.01%Q2 2021Q3 20212
Western Pacific Wealth Management, LP 220.08%0.08%0.08%Q4 2021Q1 20222
PLATINUM GROVE ASSET MANAGEMENT, LP 223.29%4.89%6.49%Q2 2013Q3 20132
FORBES J M & CO LLP 221.15%1.17%1.20%Q2 2023Q3 20232
Capital Directions Investment Advisors, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
ANCORA FAMILY WEALTH ADVISORS, LLC 220.14%0.14%0.15%Q3 2015Q4 20152
Brown University 112.37%2.37%2.37%Q4 2020Q4 20201
Briaud Financial Planning, Inc 110.03%0.03%0.03%Q3 2023Q3 20231
Cutter & CO Brokerage, Inc. 110.09%0.09%0.09%Q2 2017Q2 20171
CAHILL FINANCIAL ADVISORS INC 110.02%0.02%0.02%Q3 2021Q3 20211
Symphony Financial, Ltd. Co. 110.07%0.07%0.07%Q4 2021Q4 20211
TradeLink Global Equity LLC 110.50%0.50%0.50%Q2 2014Q2 20141
Gallagher Benefit Services, Inc. 110.30%0.30%0.30%Q4 2022Q4 20221
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Parcion Private Wealth LLC 110.09%0.09%0.09%Q2 2022Q2 20221
Blackhawk Capital Partners LLC. 110.76%0.76%0.76%Q1 2018Q1 20181
KKR Credit Advisors (US) LLC 112.46%2.46%2.46%Q2 2013Q2 20131
Hefren-Tillotson, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Carlson Capital Management 110.04%0.04%0.04%Q1 2021Q1 20211
Plaisance Capital LLC 111.52%1.52%1.52%Q4 2021Q4 20211
Emrys Partners, L.P. 119.06%9.06%9.06%Q1 2014Q1 20141
Stanley-Laman Group, Ltd. 110.04%0.04%0.04%Q4 2014Q4 20141
Argent Wealth Management LLC 110.44%0.44%0.44%Q2 2020Q2 20201
Employees Retirement System of Texas 110.37%0.37%0.37%Q3 2023Q3 20231
Index Management Solutions, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
TOBIAS FINANCIAL ADVISORS, INC. 110.06%0.06%0.06%Q4 2019Q4 20191
CVA Family Office, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
ALPINE ASSOCIATES MANAGEMENT INC. 111.04%1.04%1.04%Q4 2014Q4 20141
MARSHALL WACE ASIA Ltd 110.32%0.32%0.32%Q2 2021Q2 20211
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
I.G. INVESTMENT MANAGEMENT, LTD. 110.00%0.00%0.00%Q2 2016Q2 20161
First Western Capital Management Co 110.10%0.10%0.10%Q2 2014Q2 20141
HighMark Wealth Management LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Connacht Asset Management LP 112.84%2.84%2.84%Q3 2021Q3 20211
Sandell Investment Services LLC 112.01%2.01%2.01%Q4 2015Q4 20151
FrontFour Capital Group LLC 110.60%0.60%0.60%Q2 2016Q2 20161
Tatro Capital, LLC 110.09%0.09%0.09%Q1 2020Q1 20201
Summit Wealth Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
HBC Financial Services, PLLC 110.00%0.00%0.00%Q3 2020Q3 20201
Houlihan Financial Resource Group, Ltd. 110.03%0.03%0.03%Q2 2023Q2 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Cubist Systematic Strategies, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
NAYA CAPITAL MANAGEMENT UK LTD 118.35%8.35%8.35%Q4 2016Q4 20161
Empirical Finance, LLC 110.11%0.11%0.11%Q4 2016Q4 20161
FSB PREMIER WEALTH MANAGEMENT, INC. 110.04%0.04%0.04%Q4 2021Q4 20211
Goodwin Investment Advisory 110.03%0.03%0.03%Q2 2022Q2 20221
HC Advisors, LLC 111.13%1.13%1.13%Q4 2019Q4 20191
Delta Investment Management, LLC 110.23%0.23%0.23%Q3 2019Q3 20191
Headlands Technologies LLC 110.55%0.55%0.55%Q1 2023Q1 20231
Juniper Hill Capital Management LP 118.64%8.64%8.64%Q1 2022Q1 20221
Aprio Wealth Management, LLC 111.96%1.96%1.96%Q4 2019Q4 20191
Gerry Farber, LLC 111.12%1.12%1.12%Q4 2013Q4 20131
MADDEN SECURITIES Corp 110.01%0.01%0.01%Q4 2022Q4 20221
PAX Financial Group, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
Del Mar Asset Management, LP 110.32%0.32%0.32%Q2 2013Q2 20131
Key Square Capital Management LLC 114.44%4.44%4.44%Q4 2020Q4 20201
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
Otter Creek Advisors, LLC 112.24%2.24%2.24%Q4 2022Q4 20221
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Independent Family Office, LLC 110.14%0.14%0.14%Q2 2020Q2 20201
Tiger Eye Capital LLC 110.09%0.09%0.09%Q1 2021Q1 20211
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
EMS Capital LP 119.10%9.10%9.10%Q1 2014Q1 20141
Blackstone Inc. 110.12%0.12%0.12%Q2 2021Q2 20211
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Rail-Splitter Capital Management, LLC 112.10%2.10%2.10%Q4 2016Q4 20161
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
LANSDOWNE PARTNERS (UK) LLP 110.13%0.13%0.13%Q4 2021Q4 20211
Truadvice, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Partner Investment Management, L.P. 110.03%0.03%0.03%Q1 2015Q1 20151
Veracity Capital LLC 110.64%0.64%0.64%Q4 2019Q4 20191
SHELL ASSET MANAGEMENT CO 111.64%1.64%1.64%Q1 2016Q1 20161
Heritage Financial Services, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Nicholas Investment Partners, LP 110.09%0.09%0.09%Q2 2020Q2 20201
HOURGLASS CAPITAL, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
PRING TURNER CAPITAL GROUP INC 110.00%0.00%0.00%Q4 2013Q4 20131
DF DENT & CO INC 110.00%0.00%0.00%Q2 2021Q2 20211
STEADFAST ADVISORS LP 111.16%1.16%1.16%Q3 2016Q3 20161
Antara Capital LP 115.17%5.17%5.17%Q1 2023Q1 20231
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2020Q1 20201
Gainplan LLC 110.17%0.17%0.17%Q1 2022Q1 20221
Spartan Planning & Wealth Management 110.06%0.06%0.06%Q3 2023Q3 20231
PACES FERRY WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Intelligence Driven Advisers, LLC 110.10%0.10%0.10%Q2 2020Q2 20201
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Bordeaux Wealth Advisors LLC 110.27%0.27%0.27%Q4 2021Q4 20211
HOVDE CAPITAL ADVISORS LLC 112.05%2.05%2.05%Q2 2013Q2 20131
Client First Capital LLC 110.32%0.32%0.32%Q4 2021Q4 20211
Hiddenite Capital Partners LP 114.75%4.75%4.75%Q1 2023Q1 20231
SOROS CAPITAL MANAGEMENT LLC 110.12%0.12%0.12%Q4 2021Q4 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
Platform Technology Partners 110.78%0.78%0.78%Q4 2019Q4 20191
Sagil Capital LLP 1128.62%28.62%28.62%Q3 2023Q3 20231
CATALYST PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
All Season Financial Advisors, Inc. 110.49%0.49%0.49%Q3 2022Q3 20221
JUPITER ASSET MANAGEMENT LTD 110.91%0.91%0.91%Q2 2013Q2 20131
Rafferty Asset Management, LLC 110.21%0.21%0.21%Q2 2013Q2 20131
Grant Street Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
SHEPHERD KAPLAN KROCHUK, LLC 110.10%0.10%0.10%Q3 2013Q3 20131
Alpha Omega Wealth Management LLC 110.01%0.01%0.01%Q3 2017Q3 20171
SWMG, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
Prosiris Capital Management LP 1121.18%21.18%21.18%Q4 2015Q4 20151
DSAM Partners (London) Ltd 115.36%5.36%5.36%Q4 2017Q4 20171
Muzinich & Co., Inc. 110.90%0.90%0.90%Q4 2020Q4 20201
HARBOR CAPITAL ADVISORS, INC. 110.04%0.04%0.04%Q4 2023Q4 20231
Highstreet Asset Management Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
West Branch Capital LLC 110.06%0.06%0.06%Q1 2022Q1 20221
JD Financial Services Inc. 119.77%9.77%9.77%Q4 2020Q4 20201
Evolution Capital Management LLC 111.47%1.47%1.47%Q1 2022Q1 20221
SAC Capital Advisors LP 110.00%0.00%0.00%Q2 2013Q2 20131
TITLEIST CAPITAL, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
PATRON PARTNERS, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
INDUS CAPITAL PARTNERS, LLC 1126.38%26.38%26.38%Q2 2013Q2 20131
Laurel Wealth Planning LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Tandem Wealth Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Marketfield Asset Management LLC 116.10%6.10%6.10%Q4 2014Q4 20141
Engineers Gate Manager LP 110.01%0.01%0.01%Q2 2023Q2 20231
Regent Investment Management LLC 110.36%0.36%0.36%Q2 2013Q2 20131
PEAK FINANCIAL ADVISORS LLC 111.27%1.27%1.27%Q1 2021Q1 20211
Alpenglow Capital LP 112.71%2.71%2.71%Q1 2016Q1 20161
Greenhouse Wealth Management, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Patriot Wealth Management, Inc. 111.72%1.72%1.72%Q4 2018Q4 20181
Alyeska Investment Group, L.P. 110.51%0.51%0.51%Q4 2013Q4 20131
Arizona State Retirement System 110.70%0.70%0.70%Q1 2018Q1 20181
SYMPHONY ASSET MANAGEMENT LLC 110.16%0.16%0.16%Q4 2016Q4 20161
Cannon Global Investment Management, LLC 115.26%5.26%5.26%Q2 2023Q2 20231
Vulcan Value Partners, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
DHJJ Financial Advisors, Ltd. 110.05%0.05%0.05%Q3 2023Q3 20231
Sandbox Financial Partners, LLC 110.19%0.19%0.19%Q2 2021Q2 20211
Lighthouse Financial Advisors, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Baltimore-Washington Financial Advisors, Inc. 110.05%0.05%0.05%Q1 2022Q1 20221
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Madison Scottsdale, LC 110.13%0.13%0.13%Q2 2013Q2 20131
Urban Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Onex Canada Asset Management Inc. 117.69%7.69%7.69%Q3 2018Q3 20181
Lifestyle Asset Management, Inc. 110.92%0.92%0.92%Q4 2022Q4 20221
Caldera Capital, LLC 112.00%2.00%2.00%Q4 2016Q4 20161
SITTNER & NELSON, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Rossmore Private Capital 110.01%0.01%0.01%Q4 2017Q4 20171
AMUSSEN HUNSAKER ASSOCIATES LLC 110.15%0.15%0.15%Q3 2018Q3 20181
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Johnson Midwest Financial, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CastleArk Alternatives, LLC 111.45%1.45%1.45%Q3 2021Q3 20211
ADAMCAPITAL Gestao de Recursos Ltda. 1113.30%13.30%13.30%Q4 2017Q4 20171
Biondo Investment Advisors, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
SOUTHPORT MANAGEMENT, L.L.C. 111.22%1.22%1.22%Q1 2014Q1 20141
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.25%0.25%0.25%Q1 2023Q1 20231
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Jenkins Wealth 111.28%1.28%1.28%Q4 2021Q4 20211
January Capital Advisors LLC 111.45%1.45%1.45%Q4 2021Q4 20211
PINNBROOK CAPITAL MANAGEMENT LP 1119.90%19.90%19.90%Q3 2022Q3 20221
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.15%0.15%0.15%Q2 2022Q2 20221
Connectus Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Granby Capital Management, LLC 112.53%2.53%2.53%Q4 2022Q4 20221
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
EMFO, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Marietta Wealth Management, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
WHITEBOX ADVISORS LLC 110.27%0.27%0.27%Q2 2023Q2 20231
Westwood Wealth Management 110.13%0.13%0.13%Q4 2021Q4 20211
Resource Management, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Snow Park Capital Partners, LP 111.18%1.18%1.18%Q4 2017Q4 20171
Eagle Bay Advisors LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CSM Advisors, LLC 111.92%1.92%1.92%Q4 2021Q4 20211
Goodman Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
NSI Retail Advisors, LLC 114.68%4.68%4.68%Q4 2021Q4 20211
Marble Harbor Investment Counsel, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Congress Park Capital LLC 110.23%0.23%0.23%Q2 2022Q2 20221
Goldstream Capital Management Ltd 110.11%0.11%0.11%Q4 2021Q4 20211
Boulder Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NorthCoast Asset Management LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Evanson Asset Management, LLC 110.08%0.08%0.08%Q2 2014Q2 20141
JB Capital LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Heirloom Wealth Management 110.16%0.16%0.16%Q4 2022Q4 20221
Samalin Investment Counsel, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Rathbones Group PLC 110.02%0.02%0.02%Q1 2014Q1 20141
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 113.76%3.76%3.76%Q1 2015Q1 20151
Benefit Street Partners LLC 110.39%0.39%0.39%Q2 2021Q2 20211
Tuscan Ridge Asset Management LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Cerrano Capital Management LP 110.44%0.44%0.44%Q4 2017Q4 20171
McAdams Wright Ragen, Inc. 110.01%0.01%0.01%Q1 2014Q1 20141
EXCHANGE TRADED CONCEPTS, LLC 111.69%1.69%1.69%Q4 2023Q4 20231
REUTER JAMES WEALTH MANAGEMENT, LLC 111.85%1.85%1.85%Q4 2021Q4 20211
WIN ADVISORS, INC 110.30%0.30%0.30%Q1 2022Q1 20221
180 WEALTH ADVISORS, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Fifth Third Wealth Advisors LLC 110.13%0.13%0.13%Q2 2023Q2 20231
Rinkey Investments 110.16%0.16%0.16%Q4 2021Q4 20211
Verde Servicos Internacionais S.A. 110.77%0.77%0.77%Q2 2018Q2 20181
Carmel Capital Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DESTINY CAPITAL SECURITIES CORPORATION 110.26%0.26%0.26%Q3 2023Q3 20231
BlackDiamond Wealth Management, LLC 111.29%1.29%1.29%Q4 2021Q4 20211
Geduld E E 110.82%0.82%0.82%Q3 2014Q3 20141
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 110.01%0.01%0.01%Q1 2022Q1 20221
ALESCO ADVISORS LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Henrickson Nauta Wealth Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Ada Investment Management, LP 111.86%1.86%1.86%Q4 2015Q4 20151
Boston Partners 110.00%0.00%0.00%Q4 2018Q4 20181
Saiers Capital, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
HARTFORD INVESTMENT MANAGEMENT CO 112.65%2.65%2.65%Q4 2022Q4 20221
Beech Hill Advisors, Inc. 110.11%0.11%0.11%Q1 2015Q1 20151
KOCH INDUSTRIES INC 110.50%0.50%0.50%Q1 2017Q1 20171
KCS Wealth Advisory 110.01%0.01%0.01%Q3 2019Q3 20191
EdgeRock Capital LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Weil Company, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
GENWORTH FINANCIAL INC 110.22%0.22%0.22%Q2 2013Q2 20131
Perfromance Wealth Partners, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Mizuho Bank, Ltd. 116.28%6.28%6.28%Q3 2018Q3 20181
Glaxis Capital Management, LLC 113.47%3.47%3.47%Q1 2017Q1 20171
Blue Door Asset Management, LLC 111.09%1.09%1.09%Q4 2021Q4 20211
BINGHAM OSBORN & SCARBOROUGH LLC 110.02%0.02%0.02%Q4 2019Q4 20191
MRCap LP 1120.98%20.98%20.98%Q1 2020Q1 20201
MPI INVESTMENT MANAGEMENT, INC. 112.47%2.47%2.47%Q4 2017Q4 20171
400 Capital Management LLC 1129.89%29.89%29.89%Q1 2022Q1 20221
Temasek Holdings (Private) Ltd 110.48%0.48%0.48%Q1 2021Q1 20211
SILVERHAWK ASSET MANAGEMENT, LLC 110.23%0.23%0.23%Q4 2021Q4 20211
Chemistry Wealth Management LLC 111.71%1.71%1.71%Q4 2021Q4 20211
HOPLITE CAPITAL MANAGEMENT, L.P. 114.66%4.66%4.66%Q2 2018Q2 20181
CAPE COD FIVE CENTS SAVINGS BANK 110.02%0.02%0.02%Q1 2022Q1 20221
Kellett Wealth Advisors, LLC 110.55%0.55%0.55%Q3 2023Q3 20231
Prosperity Consulting Group, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
CTC Capital Management, LLC 112.29%2.29%2.29%Q1 2023Q1 20231
NEW AMSTERDAM PARTNERS LLC/NY 110.03%0.03%0.03%Q4 2015Q4 20151
Shinko Asset Management Co., Ltd. 110.52%0.52%0.52%Q1 2014Q1 20141
KRS Capital Management, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Life Planning Partners, Inc 110.00%0.00%0.00%Q3 2022Q3 20221
LexAurum Advisors, LLC 110.96%0.96%0.96%Q1 2018Q1 20181
Weitz Investment Management 111.33%1.33%1.33%Q1 2020Q1 20201
THOMPSON INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
DAVIDSON KEMPNER PARTNERS 110.09%0.09%0.09%Q1 2023Q1 20231
American Research & Management Co. 110.00%0.00%0.00%Q3 2016Q3 20161
Jane Street Holding, LLC 110.14%0.14%0.14%Q3 2013Q3 20131
Carroll Investors, Inc 110.08%0.08%0.08%Q1 2022Q1 20221
ETRADE Capital Management LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Hamlin Capital Management, LLC 110.07%0.07%0.07%Q4 2018Q4 20181
City Financial Investment Co Ltd 111.34%1.34%1.34%Q2 2017Q2 20171
SILVERBACK ASSET MANAGEMENT LLC 110.44%0.44%0.44%Q4 2018Q4 20181
Mystic Asset Management, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Orinda Asset Management LLC 110.26%0.26%0.26%Q1 2015Q1 20151
Regal Wealth Group, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
SCOPIA CAPITAL MANAGEMENT LP 111.10%1.10%1.10%Q3 2020Q3 20201
Values First Advisors, Inc. 110.03%0.03%0.03%Q1 2023Q1 20231
Doman Group, LLC 110.40%0.40%0.40%Q4 2021Q4 20211
Norway Savings Bank 110.00%0.00%0.00%Q3 2021Q3 20211
Teza Capital Management LLC 110.41%0.41%0.41%Q4 2016Q4 20161
Glassy Mountain Advisors, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
iAB Financial Bank 110.14%0.14%0.14%Q1 2017Q1 20171
Broad Peak Investment Holdings Ltd. 1119.31%19.31%19.31%Q4 2022Q4 20221
My Personal CFO, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
High Net Worth Advisory Group LLC 110.00%0.00%0.00%Q3 2022Q3 20221
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 110.28%0.28%0.28%Q3 2023Q3 20231
Athena Investment Management 110.16%0.16%0.16%Q1 2022Q1 20221
Shoals Capital Management LP 111.60%1.60%1.60%Q3 2019Q3 20191
Merrion Investment Management Co, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Hudson Capital Management LLC 110.19%0.19%0.19%Q2 2020Q2 20201
Aletheian Wealth Advisors LLC 110.90%0.90%0.90%Q4 2022Q4 20221
KRV Capital LP 112.80%2.80%2.80%Q2 2016Q2 20161
Objective Capital Management, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
Permit Capital Advisors, LLC 110.74%0.74%0.74%Q1 2022Q1 20221
FSC Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
PROVENCE WEALTH MANAGEMENT GROUP 110.08%0.08%0.08%Q3 2023Q3 20231
Lansing Street Advisors 110.00%0.00%0.00%Q1 2022Q1 20221
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Ovata Capital Management Ltd 110.23%0.23%0.23%Q2 2022Q2 20221
Range Financial Group LLC 110.31%0.31%0.31%Q4 2022Q4 20221
RETIREMENT CAPITAL STRATEGIES 110.56%0.56%0.56%Q3 2023Q3 20231
Sterling Capital Management LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q3 2023Q3 20231
Pacific Sage Partners, LLC 111.35%1.35%1.35%Q1 2023Q1 20231
Kistler-Tiffany Companies, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Citizens Business Bank 110.07%0.07%0.07%Q4 2015Q4 20151
GLG LLC 110.18%0.18%0.18%Q3 2014Q3 20141
Odey Asset Management Group Ltd 110.19%0.19%0.19%Q2 2013Q2 20131
Palouse Capital Management, Inc. 110.12%0.12%0.12%Q4 2018Q4 20181
Hibernia Wealth Partners, LLC 110.99%0.99%0.99%Q3 2023Q3 20231
Oasis Management Co Ltd. 110.14%0.14%0.14%Q2 2016Q2 20161
Ethos Financial Group, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Islet Management, LP 110.91%0.91%0.91%Q1 2020Q1 20201
UNITED BANK 110.04%0.04%0.04%Q1 2019Q1 20191
FRONTIER INVESTMENT MGMT CO 110.02%0.02%0.02%Q2 2017Q2 20171
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
XR Securities LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Stephens Consulting, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
CHARTIST INC /CA/ 110.10%0.10%0.10%Q4 2017Q4 20171
Indiana Trust & Investment Management CO 110.03%0.03%0.03%Q3 2023Q3 20231
TradeLink Capital LLC 111.85%1.85%1.85%Q3 2016Q3 20161
Skye Global Management LP 110.92%0.92%0.92%Q1 2019Q1 20191
Koesten, Hirschmann & Crabtree, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
ALPINE ASSOCIATES ADVISORS 111.06%1.06%1.06%Q1 2014Q1 20141
PIER 88 INVESTMENT PARTNERS LLC 110.15%0.15%0.15%Q4 2020Q4 20201
Gratus Capital, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Tairen Capital Ltd 116.44%6.44%6.44%Q1 2022Q1 20221
MILESTONE ASSET MANAGEMENT, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Pinnacle Family Advisors, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Financial Partners Group, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Robbie L. Kennerson P.A., Inc. 114.22%4.22%4.22%Q4 2022Q4 20221
Northeast Financial Group, Inc. 110.96%0.96%0.96%Q4 2021Q4 20211
Hayden Royal, LLC 110.22%0.22%0.22%Q2 2019Q2 20191
West Tower Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SILVERLAKE WEALTH MANAGEMENT LLC 110.14%0.14%0.14%Q4 2021Q4 20211
LaSalle St. Investment Advisors, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
EastBay Asset Management, LLC 113.12%3.12%3.12%Q4 2016Q4 20161
Authentikos Wealth Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
PANORAMIC INVESTMENT ADVISORS, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
CHAPIN DAVIS, INC. 110.10%0.10%0.10%Q2 2023Q2 20231
NEXT Financial Holdings 110.13%0.13%0.13%Q1 2019Q1 20191
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Centenus Global Management, LP 114.20%4.20%4.20%Q1 2019Q1 20191
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Atomi Financial Group, Inc. 110.29%0.29%0.29%Q3 2023Q3 20231
ELEVATUS WELATH MANAGEMENT 110.32%0.32%0.32%Q3 2023Q3 20231
Key Bridge Compliance, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
LJI Wealth Management, LLC 110.42%0.42%0.42%Q4 2022Q4 20221
Mariner Wealth Advisors-NYC, LLC 110.11%0.11%0.11%Q1 2015Q1 20151
Bellwether Investment Group, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Colony Family Offices, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Price Capital Management, Inc. 111.17%1.17%1.17%Q4 2017Q4 20171
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
Arlington Trust Co LLC 110.35%0.35%0.35%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
SYNTAX RESEARCH, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
DUPONT CAPITAL MANAGEMENT CORP 110.05%0.05%0.05%Q2 2014Q2 20141
United Community Bank 110.08%0.08%0.08%Q3 2023Q3 20231
Lakeshore Financial Planning, Inc. 117.50%7.50%7.50%Q3 2023Q3 20231
Allen Mooney & Barnes Investment Advisors LLC 110.08%0.08%0.08%Q3 2023Q3 20231
DUMONT & BLAKE INVESTMENT ADVISORS LLC 110.17%0.17%0.17%Q1 2022Q1 20221
Marshall Wace North America L.P. 110.04%0.04%0.04%Q2 2020Q2 20201
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 111.52%1.52%1.52%Q1 2015Q1 20151
QVR LLC 111.82%1.82%1.82%Q4 2017Q4 20171
JARISLOWSKY, FRASER Ltd 110.00%0.00%0.00%Q4 2018Q4 20181
SCOPUS ASSET MANAGEMENT, L.P. 112.57%2.57%2.57%Q3 2015Q3 20151
LOGAN CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2021Q1 20211
BANK OF HAWAII 110.02%0.02%0.02%Q3 2023Q3 20231
Family Management Corp 110.04%0.04%0.04%Q4 2022Q4 20221
STERNE AGEE GROUP, INC. 110.65%0.65%0.65%Q2 2013Q2 20131
Simply Money Advisors 110.01%0.01%0.01%Q2 2013Q2 20131
Arlington Financial Advisors, LLC 110.56%0.56%0.56%Q4 2018Q4 20181
SELZ CAPITAL LLC 111.33%1.33%1.33%Q1 2019Q1 20191
North Fourth Asset Management, LP 111.77%1.77%1.77%Q3 2020Q3 20201
Mawer Investment Management Ltd. 110.02%0.02%0.02%Q4 2020Q4 20201
CAPITAL ONE, NATIONAL ASSOCIATION 110.70%0.70%0.70%Q4 2019Q4 20191
EQUITEC SPECIALISTS, LLC 110.11%0.11%0.11%Q2 2016Q2 20161
RNC CAPITAL MANAGEMENT LLC 110.26%0.26%0.26%Q4 2018Q4 20181
CROSSLINK CAPITAL INC 110.00%0.00%0.00%Q2 2013Q2 20131
MONTAG & CALDWELL, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
NEXPOINT ASSET MANAGEMENT, L.P. 110.37%0.37%0.37%Q4 2019Q4 20191
RPTC Inc. 110.28%0.28%0.28%Q3 2017Q3 20171
BLOCKHOUSE CAPITAL MANAGEMENT LP 114.81%4.81%4.81%Q2 2017Q2 20171
AMUNDI ASSET MANAGEMENT US, INC. 110.02%0.02%0.02%Q4 2013Q4 20131
Tech Square Trading LP 110.35%0.35%0.35%Q1 2019Q1 20191
PLANNING ALTERNATIVES LTD /ADV 112.00%2.00%2.00%Q1 2022Q1 20221
ENA Investment Capital LLP 1185.67%85.67%85.67%Q1 2018Q1 20181
OVERSEA-CHINESE BANKING Corp Ltd 110.03%0.03%0.03%Q4 2022Q4 20221
Corient Capital Partners, LLC 110.35%0.35%0.35%Q4 2018Q4 20181
Cruiser Capital Advisors, LLC 110.13%0.13%0.13%Q2 2018Q2 20181
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Prana Capital Management, LP 112.36%2.36%2.36%Q2 2018Q2 20181
Rotella Capital Management, Inc. 110.50%0.50%0.50%Q4 2013Q4 20131
MKD WEALTH COACHES, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Peak Capital Management LLC 110.40%0.40%0.40%Q2 2017Q2 20171
Jordan Park Group LLC 110.02%0.02%0.02%Q2 2019Q2 20191
CAMDEN NATIONAL CORP 111.34%1.34%1.34%Q1 2021Q1 20211
TEGEAN CAPITAL MANAGEMENT, LLC 115.63%5.63%5.63%Q2 2014Q2 20141
Lorber David A 110.57%0.57%0.57%Q2 2016Q2 20161
ADVISOR CONSULTANT NETWORK INC 110.25%0.25%0.25%Q3 2016Q3 20161
Blue Granite Capital, LLC 111.40%1.40%1.40%Q4 2017Q4 20171
Legal & General Group Plc 110.00%0.00%0.00%Q1 2019Q1 20191
FMA ADVISORY INC 110.13%0.13%0.13%Q2 2015Q2 20151
Banyan Partners, LLC 110.03%0.03%0.03%Q1 2014Q1 20141
FIRST FINANCIAL EQUITY CORPORATION 110.84%0.84%0.84%Q1 2017Q1 20171
COLDSTREAM CAPITAL MANAGEMENT INC 110.03%0.03%0.03%Q1 2017Q1 20171
GW HENSSLER & ASSOCIATES LTD 110.05%0.05%0.05%Q4 2021Q4 20211
Johnson Financial Group, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.24%0.24%0.24%Q2 2015Q2 20151
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
BECKER CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q1 2023Q1 20231
Heritage Trust Co 110.00%0.00%0.00%Q1 2017Q1 20171
QUALCOMM INC/DE 110.69%0.69%0.69%Q4 2013Q4 20131
XPONANCE, INC. 117.28%7.28%7.28%Q2 2014Q2 20141
Meru Capital Group, LP 110.36%0.36%0.36%Q1 2017Q1 20171
Ridgewood Investments LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Trellus Management Company, LLC 110.76%0.76%0.76%Q3 2018Q3 20181
MARSHALL & SULLIVAN INC /WA/ 110.05%0.05%0.05%Q4 2022Q4 20221
PVG ASSET MANAGEMENT CORP 111.48%1.48%1.48%Q2 2018Q2 20181
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
CAPITAL MANAGEMENT CORP /VA 110.16%0.16%0.16%Q4 2018Q4 20181
DRIEHAUS CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Holocene Advisors, LP 110.01%0.01%0.01%Q3 2022Q3 20221
Algebris (UK) Ltd 111.26%1.26%1.26%Q2 2017Q2 20171
Price Wealth, LLC 110.07%0.07%0.07%Q3 2019Q3 20191
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Thornmark Asset Management Inc. 114.80%4.80%4.80%Q4 2014Q4 20141
Sageworth Trust Co 110.00%0.00%0.00%Q2 2019Q2 20191
Zweig-DiMenna Associates LLC 110.03%0.03%0.03%Q4 2016Q4 20161
COHEN & STEERS CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2015Q1 20151
Pinnacle Summer Investments, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
BEDEL FINANCIAL CONSULTING INC 110.07%0.07%0.07%Q3 2023Q3 20231
Synergy Asset Management, LLC 110.90%0.90%0.90%Q1 2021Q1 20211
America First Investment Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Omnia Family Wealth, LLC 113.43%3.43%3.43%Q1 2023Q1 20231
INTERACTIVE FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q2 2017Q2 20171
Lodge Hill Capital, LLC 116.70%6.70%6.70%Q1 2021Q1 20211
FIRST INTERSTATE BANCSYSTEM INC 111.38%1.38%1.38%Q1 2021Q1 20211
BT Wealth Management LLC 110.11%0.11%0.11%Q4 2018Q4 20181
BRIGADE CAPITAL MANAGEMENT, LP 110.02%0.02%0.02%Q4 2018Q4 20181
3G Capital Partners 113.85%3.85%3.85%Q4 2013Q4 20131
Pinnacle Wealth Advisors 110.03%0.03%0.03%Q2 2021Q2 20211
Pathlight Investors LLC 110.66%0.66%0.66%Q4 2018Q4 20181
EAGLE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Invenomic Capital Management LP 115.46%5.46%5.46%Q4 2022Q4 20221
Occidental Asset Management, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
Somerset Trust Co 110.02%0.02%0.02%Q1 2019Q1 20191
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Y-Intercept (Hong Kong) Ltd 110.04%0.04%0.04%Q4 2022Q4 20221
McAlister, Sweet & Associates, Inc. 111.98%1.98%1.98%Q4 2021Q4 20211
Jupiter Wealth Management LLC 110.26%0.26%0.26%Q4 2019Q4 20191
STRATEGY ASSET MANAGERS LLC 110.07%0.07%0.07%Q4 2019Q4 20191
COMMUNITY TRUST & INVESTMENT CO 110.04%0.04%0.04%Q1 2016Q1 20161
MBE Wealth Management, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
NICOLET ADVISORY SERVICES, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Trustees of Dartmouth College 110.06%0.06%0.06%Q4 2018Q4 20181
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.08%0.08%0.08%Q1 2023Q1 20231
HARTLINE INVESTMENT CORP/ 110.20%0.20%0.20%Q3 2022Q3 20221
SALZHAUER MICHAEL 110.29%0.29%0.29%Q1 2019Q1 20191
SOCIETE GENERALE 110.15%0.15%0.15%Q2 2016Q2 20161
Tarsadia Capital, LLC 113.89%3.89%3.89%Q4 2019Q4 20191
TRADITION ASSET MANAGEMENT LLC 110.97%0.97%0.97%Q1 2020Q1 20201
Shaolin Capital Management LLC 110.11%0.11%0.11%Q3 2019Q3 20191
COOPERMAN LEON G 110.02%0.02%0.02%Q3 2013Q3 20131
OCEAN ARETE LTD 1130.08%30.08%30.08%Q1 2021Q1 20211
PNC Managed Account Solutions, Inc. 114.22%4.22%4.22%Q2 2021Q2 20211
Granite Point Capital Management, L.P. 112.56%2.56%2.56%Q3 2018Q3 20181
Rothschild & Co Wealth Management UK Ltd 110.00%0.00%0.00%Q2 2019Q2 20191
Matrix Trust Co 110.05%0.05%0.05%Q2 2020Q2 20201
Claar Advisors LLC 111.66%1.66%1.66%Q1 2017Q1 20171
Vision Capital Management, Inc. 110.05%0.05%0.05%Q4 2015Q4 20151
ORSER CAPITAL MANAGEMENT, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
MIK Capital, LP 110.26%0.26%0.26%Q2 2021Q2 20211
BLACKHILL CAPITAL INC 110.00%0.00%0.00%Q4 2013Q4 20131
Stifel Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q2 20131
EA Series Trust 110.01%0.01%0.01%Q2 2023Q2 20231
Cinctive Capital Management LP 113.21%3.21%3.21%Q1 2023Q1 20231
Shoker Investment Counsel, Inc. 110.31%0.31%0.31%Q4 2018Q4 20181
Owl Creek Asset Management, L.P. 114.26%4.26%4.26%Q1 2021Q1 20211
Charles Schwab Trust Co 110.04%0.04%0.04%Q4 2021Q4 20211
SPC Financial, Inc. 110.38%0.38%0.38%Q1 2020Q1 20201
ArchPoint Investors 110.03%0.03%0.03%Q1 2021Q1 20211
Hamilton Point Investment Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Stonehage Fleming (UK) Ltd 110.01%0.01%0.01%Q1 2015Q1 20151
Coatue Management 113.65%3.65%3.65%Q4 2016Q4 20161
Select Equity Group, L.P. 110.58%0.58%0.58%Q4 2019Q4 20191
PRECEPT MANAGEMENT LLC 1113.76%13.76%13.76%Q1 2023Q1 20231
Balter Liquid Alternatives, LLC 110.93%0.93%0.93%Q3 2017Q3 20171
Clarfeld Financial Advisors, LLC 110.47%0.47%0.47%Q4 2018Q4 20181
CADIAN CAPITAL MANAGEMENT, LP 110.59%0.59%0.59%Q1 2021Q1 20211
INVESTOR AB 110.04%0.04%0.04%Q2 2017Q2 20171
Boston Common Asset Management, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Kirkoswald Asset Management LLC 113.42%3.42%3.42%Q4 2020Q4 20201
Watson Rebecca 110.01%0.01%0.01%Q2 2020Q2 20201
Americana Partners, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
USA MUTUALS ADVISORS, INC. 110.21%0.21%0.21%Q4 2017Q4 20171
TIDE POINT CAPITAL MANAGEMENT, LP 115.90%5.90%5.90%Q2 2017Q2 20171
Yelin Lapidot Holdings Management Ltd. 1114.63%14.63%14.63%Q3 2023Q3 20231
Perella Weinberg Partners Capital Management LP 110.66%0.66%0.66%Q2 2013Q2 20131
Silicon Hills Wealth Management, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Birch Capital Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
CARDEROCK CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q3 2021Q3 20211
BLACKTHORN INVESTMENT GROUP LLC 110.73%0.73%0.73%Q3 2013Q3 20131
Argent Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Questar Asset Management, Inc. 111.29%1.29%1.29%Q4 2018Q4 20181
Van Hulzen Asset Management, LLC 110.48%0.48%0.48%Q4 2016Q4 20161
GRASSI INVESTMENT MANAGEMENT LLC 110.08%0.08%0.08%Q2 2013Q2 20131
External links

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