SELECT SECTOR SPDR TR shareholder history

Current and past SELECT SECTOR SPDR TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.06%0.50%Q1 2012Q3 2023138
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.04%0.14%Q2 2013Q3 2023122
CITIGROUP INC 42420.00%0.06%0.85%Q2 2013Q3 2023121
BARCLAYS PLC 42420.00%0.10%1.21%Q2 2013Q3 2023114
BANK OF AMERICA CORP /DE/ 42420.00%0.06%0.26%Q2 2013Q3 2023114
Parallax Volatility Advisers, L.P. 41410.00%0.02%0.08%Q3 2013Q3 2023109
UBS Group AG 36360.00%0.09%0.32%Q4 2014Q3 2023104
Walleye Trading LLC 42420.00%0.04%0.22%Q2 2013Q3 2023102
Citadel Advisors 3350.00%0.02%0.06%Q1 2014Q3 202395
Cutler Group LLC / CA 32320.00%0.19%2.11%Q4 2015Q3 202393
WELLS FARGO & COMPANY/MN 42420.00%0.15%0.53%Q2 2013Q3 202390
Paloma Partners Management Co 3430.00%0.40%3.36%Q1 2014Q3 202388
ROYAL BANK OF CANADA 42420.00%0.05%0.17%Q2 2013Q3 202386
CREDIT SUISSE AG/ 43430.00%0.02%0.15%Q1 2013Q3 202385
JANE STREET GROUP, LLC 3610.00%0.09%0.45%Q1 2014Q3 202384
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.10%0.64%Q2 2013Q3 202383
MILLENNIUM MANAGEMENT LLC 3820.00%0.12%0.76%Q2 2013Q3 202380
CAPITAL FUND MANAGEMENT S.A. 2810.00%0.10%0.54%Q2 2014Q3 202377
Jefferies Group LLC 3520.00%0.08%0.78%Q2 2013Q3 202271
Twin Tree Management, LP 3020.00%0.22%1.40%Q4 2012Q4 202268
TWO SIGMA SECURITIES, LLC 1910.00%0.22%1.94%Q1 2015Q3 202365
WOLVERINE TRADING, LLC 910.00%0.05%0.14%Q2 2016Q2 202363
HUNTINGTON NATIONAL BANK 59590.06%0.22%0.36%Q1 2009Q3 202361
HighTower Advisors, LLC 42420.00%0.14%0.41%Q2 2013Q3 202359
NOMURA HOLDINGS INC 1110.00%0.09%0.68%Q2 2013Q3 202358
BANK OF MONTREAL /CAN/ 3920.00%0.05%0.16%Q2 2013Q3 202357
HSBC HOLDINGS PLC 47470.00%0.02%0.14%Q1 2012Q3 202356
DONALDSON CAPITAL MANAGEMENT, LLC 5310.06%0.36%2.91%Q1 2010Q3 202354
BlackRock Inc. 42420.00%0.14%0.66%Q2 2013Q3 202349
MUFG Americas Holdings Corp 48480.02%0.05%0.07%Q4 2010Q3 202248
TWO SIGMA INVESTMENTS, LP 1510.00%0.07%0.60%Q3 2013Q3 202348
US BANCORP \DE\ 42420.00%0.31%0.49%Q2 2013Q3 202346
Creative Planning 42420.00%0.03%0.05%Q2 2013Q3 202345
LPL Financial LLC 42420.00%0.40%0.78%Q2 2013Q3 202345
KEYBANK NATIONAL ASSOCIATION/OH 44440.01%0.05%0.07%Q4 2012Q3 202344
MARSHALL WACE, LLP 22220.00%0.08%0.71%Q2 2018Q3 202344
Cetera Advisor Networks LLC 43430.00%0.32%0.76%Q1 2013Q3 202344
First Financial Bank - Trust Division 44440.28%0.43%0.97%Q1 2013Q4 202344
TRUIST FINANCIAL CORP 42420.00%0.29%1.00%Q2 2013Q3 202344
Raymond James Financial Services Advisors, Inc. 1520.00%0.27%0.48%Q2 2013Q3 202344
CHEMUNG CANAL TRUST CO 43430.72%3.94%11.51%Q2 2013Q4 202343
Goelzer Investment Management, Inc. 43430.03%0.08%0.24%Q1 2013Q3 202343
Boltwood Capital Management 43430.29%1.23%1.96%Q2 2013Q4 202343
M&T BANK CORP 26150.00%0.03%0.12%Q2 2013Q3 202343
LYNCH & ASSOCIATES/IN 43430.23%0.34%0.48%Q2 2013Q4 202343
Avidian Wealth Solutions, LLC 40400.00%3.73%14.94%Q4 2013Q3 202343
BAR HARBOR WEALTH MANAGEMENT 43432.40%4.63%7.99%Q1 2013Q3 202343
Kovack Advisors, Inc. 38380.00%0.48%0.85%Q2 2014Q3 202343
First National Bank of Mount Dora, Trust Investment Services 43430.28%0.46%0.87%Q2 2013Q4 202343
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.01%0.37%0.88%Q2 2013Q3 202343
M&R CAPITAL MANAGEMENT INC 43430.11%0.21%0.46%Q2 2013Q4 202343
Veritable, L.P. 43430.20%0.40%0.54%Q4 2012Q2 202343
COMMERCE BANK 43430.03%0.17%0.30%Q1 2013Q3 202343
BLAIR WILLIAM & CO/IL 42420.00%0.02%0.04%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.12%0.53%1.12%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.01%0.03%0.08%Q2 2013Q3 202342
Callan Capital, LLC 42421.67%3.56%5.81%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.99%2.07%Q2 2013Q3 202342
Wharton Business Group, LLC 42422.15%4.10%6.40%Q2 2013Q3 202342
Buffington Mohr McNeal 42420.71%3.81%4.68%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.01%0.05%0.25%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.01%0.03%0.13%Q2 2013Q3 202342
Prospera Financial Services Inc 42420.05%0.33%1.51%Q2 2013Q3 202342
NBT BANK N A /NY 42420.24%0.39%0.47%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42420.49%0.78%1.11%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.51%0.61%0.83%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 42420.00%0.32%1.26%Q2 2013Q3 202342
Sandy Spring Bank 42420.06%0.28%0.41%Q2 2013Q3 202342
FOSTER DYKEMA CABOT & CO INC/MA 42420.27%0.38%0.57%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.06%0.14%0.34%Q2 2013Q3 202342
CHURCHILL MANAGEMENT Corp 42420.26%6.24%15.30%Q2 2013Q3 202342
MORGAN STANLEY 42420.07%0.15%0.25%Q2 2013Q3 202342
North Star Investment Management Corp. 42420.04%0.11%0.18%Q2 2013Q3 202342
First National Bank of Hutchinson 42421.72%2.68%5.38%Q2 2013Q3 202342
MARTIN & CO INC /TN/ 42421.48%3.91%5.91%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.21%0.30%0.41%Q2 2013Q3 202342
WADE G W & INC 42420.13%0.47%0.81%Q2 2013Q3 202342
LS Investment Advisors, LLC 42420.00%0.03%0.11%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.13%0.18%0.25%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.01%0.02%Q2 2013Q3 202342
SOL Capital Management CO 42420.10%0.16%0.27%Q2 2013Q3 202342
Exchange Capital Management, Inc. 42420.18%1.19%3.36%Q2 2013Q3 202342
Mariner, LLC 42420.05%0.26%1.26%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.01%0.14%0.42%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.45%0.79%1.29%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.07%0.41%Q2 2013Q3 202342
MACROVIEW INVESTMENT MANAGEMENT LLC 41410.00%0.16%0.34%Q3 2013Q3 202342
Spot Trading L.L.C 1140.00%0.02%0.12%Q2 2013Q1 201742
Sequent Asset Management, LLC 42420.16%5.22%13.39%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.06%0.16%0.42%Q2 2013Q3 202342
LVM CAPITAL MANAGEMENT LTD/MI 42420.06%0.14%0.26%Q2 2013Q3 202342
FIRST MERCHANTS CORP 42420.10%0.16%0.49%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.07%0.26%0.90%Q2 2013Q3 202342
Ledyard National Bank 42420.01%0.30%0.62%Q2 2013Q3 202342
SPINNAKER TRUST 42423.69%5.49%6.85%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.04%0.35%0.65%Q2 2013Q3 202342
TOTH FINANCIAL ADVISORY CORP 42421.12%2.09%2.79%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42420.02%0.05%0.12%Q2 2013Q3 202342
FMR LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
Main Management LLC 42423.00%5.72%8.68%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.05%0.21%0.41%Q2 2013Q3 202342
FULTON BREAKEFIELD BROENNIMAN LLC 42420.07%0.14%0.22%Q2 2013Q3 202342
Financial Architects, Inc 3640.01%1.34%2.32%Q2 2013Q2 202342
RAYMOND JAMES TRUST N.A. 42420.03%0.10%0.21%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.42%0.59%0.73%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.28%0.52%0.79%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.03%0.11%0.19%Q2 2013Q3 202342
ARROW FINANCIAL CORP 42420.05%0.34%0.58%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.04%Q2 2013Q3 202342
Strategic Advisors LLC 42420.25%0.41%0.62%Q2 2013Q3 202342
CHILTON CAPITAL MANAGEMENT LLC 42420.06%0.11%0.17%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.01%0.06%0.16%Q2 2013Q3 202342
L. Roy Papp & Associates, LLP 42420.22%0.40%0.66%Q2 2013Q3 202342
Baker Avenue Asset Management, LP 42420.04%0.18%0.53%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.02%0.14%0.40%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.02%0.03%0.05%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.09%0.27%0.53%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.32%0.60%1.14%Q2 2013Q3 202342
Acropolis Investment Management, LLC 42420.20%0.31%0.58%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.02%0.08%0.11%Q2 2013Q3 202342
Strategic Point Investment Advisors, LLC 42420.18%9.02%55.87%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.17%0.30%0.51%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.02%0.21%0.55%Q2 2013Q3 202342
GREAT LAKES ADVISORS, LLC 42420.09%0.20%0.48%Q2 2013Q3 202342
LOWE BROCKENBROUGH & CO INC 42420.20%0.48%0.72%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.05%0.15%0.32%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.02%0.05%0.07%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.33%2.86%5.37%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.06%0.17%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.03%0.11%0.41%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.00%0.09%0.17%Q2 2013Q4 202342
Windsor Capital Management, LLC 42421.11%1.42%1.95%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.01%0.03%0.08%Q2 2013Q3 202342
Nelson Capital Management, LLC 42420.81%1.05%1.48%Q2 2013Q3 202342
Madden Advisory Services, Inc. 42420.55%1.26%2.13%Q2 2013Q3 202342
KING LUTHER CAPITAL MANAGEMENT CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.08%0.17%0.28%Q2 2013Q3 202342
KANAWHA CAPITAL MANAGEMENT LLC 42420.10%0.34%0.56%Q2 2013Q3 202342
DUMONT & BLAKE INVESTMENT ADVISORS LLC 41410.38%0.60%0.85%Q3 2013Q3 202341
First Horizon Advisors, Inc. 41410.05%0.26%1.38%Q3 2013Q3 202341
BOKF, NA 3290.06%0.18%0.29%Q2 2013Q3 202341
Smithfield Trust Co 41410.00%0.00%0.00%Q3 2013Q3 202341
VALLEY WEALTH MANAGERS, INC. 3290.01%0.08%0.25%Q2 2013Q3 202341
Gradient Investments LLC 24170.00%0.07%0.63%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.02%0.03%0.05%Q2 2013Q2 202341
Triangle Securities Wealth Management 31100.16%0.26%0.35%Q2 2013Q3 202341
United Asset Strategies, Inc. 24170.52%3.90%5.59%Q2 2013Q3 202341
Capital Investment Advisors, LLC 41410.56%2.17%3.19%Q4 2013Q4 202341
WESBANCO BANK INC 30110.03%0.08%0.18%Q2 2013Q3 202341
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4010.01%0.10%0.21%Q2 2013Q3 202341
Atria Investments, Inc 3920.01%0.24%0.70%Q2 2013Q3 202341
West Oak Capital, LLC 23180.01%0.02%0.04%Q2 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.28%0.36%0.47%Q2 2013Q3 202341
Hanson & Doremus Investment Management 41410.01%0.04%0.09%Q3 2013Q3 202341
WASHINGTON TRUST Co 26150.02%0.03%0.06%Q2 2013Q3 202341
D.A. DAVIDSON & CO. 41410.00%0.05%0.09%Q3 2013Q3 202341
HOWE & RUSLING INC 3830.00%0.01%0.03%Q2 2013Q3 202341
STEPHENS INC /AR/ 41410.01%0.15%0.26%Q3 2013Q3 202341
COLONY GROUP LLC 41410.05%0.50%1.24%Q3 2013Q3 202341
Sand Hill Global Advisors, LLC 22190.03%2.48%6.02%Q2 2013Q3 202341
GREENWOOD CAPITAL ASSOCIATES LLC 41410.00%0.80%2.26%Q3 2013Q3 202341
CULLEN/FROST BANKERS, INC. 41410.01%0.02%0.05%Q3 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.01%0.08%0.17%Q2 2013Q3 202341
HOLLENCREST CAPITAL MANAGEMENT 40400.14%2.50%3.55%Q4 2013Q3 202340
BRAVE ASSET MANAGEMENT INC 40400.14%2.60%7.62%Q4 2013Q3 202340
Raab & Moskowitz Asset Management LLC 40400.10%0.26%0.40%Q4 2013Q3 202340
L & S Advisors Inc 1940.03%0.14%0.65%Q2 2013Q3 202340
FIRST MANHATTAN CO. LLC. 40400.00%0.00%0.00%Q4 2013Q3 202340
SCHNIEDERS CAPITAL MANAGEMENT LLC 40400.36%1.33%2.33%Q4 2013Q3 202340
Ifrah Financial Services, Inc. 29110.15%0.30%0.50%Q2 2013Q3 202340
FineMark National Bank & Trust 2110.01%0.03%0.09%Q2 2013Q3 202340
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 40400.02%0.05%0.09%Q4 2013Q3 202340
OPTIMUM INVESTMENT ADVISORS 3440.00%0.15%0.27%Q2 2014Q4 202340
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40400.49%2.15%5.02%Q4 2013Q3 202340
Brookstone Capital Management 40400.02%0.76%2.99%Q4 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.02%0.05%0.36%Q4 2013Q4 202340
Hartford Financial Management Inc. 2670.00%0.02%0.07%Q2 2013Q3 202340
BANK HAPOALIM BM 40400.96%2.14%5.80%Q4 2013Q3 202340
Smith & Howard Wealth Management, LLC 3190.12%2.91%7.19%Q2 2013Q3 202340
ASSETMARK, INC 40400.01%0.59%1.32%Q4 2013Q3 202340
VICUS CAPITAL 40400.04%0.10%0.20%Q4 2013Q3 202340
Janney Montgomery Scott LLC 29110.06%1.40%2.85%Q3 2013Q3 202340
STATE STREET CORP 3910.00%0.01%0.02%Q2 2013Q3 202340
Swan Global Investments, LLC 40404.42%8.00%12.91%Q4 2013Q3 202340
TRUST CO OF VERMONT 3310.00%0.01%0.03%Q2 2013Q3 202340
Court Place Advisors, LLC 40401.62%2.08%3.07%Q4 2013Q3 202340
Oakworth Capital, Inc. 40401.56%2.20%2.86%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.14%0.41%0.89%Q4 2013Q3 202340
Johnson Financial Group, Inc. 40400.01%0.06%0.39%Q4 2013Q3 202340
Perkins Coie Trust Co 40400.00%0.01%0.03%Q4 2013Q3 202340
BAILARD, INC. 3130.03%0.42%0.72%Q2 2013Q3 202340
SIGNATUREFD, LLC 2550.00%0.04%0.11%Q2 2013Q3 202339
CIBC WORLD MARKET INC. 35350.01%0.06%0.16%Q1 2015Q3 202339
BROWN BROTHERS HARRIMAN & CO 39390.00%0.00%0.01%Q1 2014Q3 202339
Bangor Savings Bank 1970.04%0.31%0.90%Q3 2013Q3 202339
CIBC Private Wealth Group, LLC 39390.01%0.02%0.02%Q1 2014Q3 202339
ARS Investment Partners, LLC 26130.23%1.32%2.88%Q4 2013Q3 202339
HAP Trading, LLC 1010.00%0.04%0.32%Q1 2015Q3 202339
Joel Isaacson & Co., LLC 39390.01%0.58%1.16%Q1 2014Q3 202339
COUNTRY TRUST BANK 39390.00%0.04%0.16%Q2 2014Q4 202339
STIFEL FINANCIAL CORP 39390.02%0.10%0.22%Q1 2014Q3 202339
BANQUE PICTET & CIE SA 3360.01%0.46%1.65%Q4 2013Q3 202339
Mathes Company, Inc. 3720.23%0.76%1.77%Q4 2013Q3 202339
St. Johns Investment Management Company, LLC 39390.72%1.80%2.88%Q1 2014Q3 202339
Endurance Wealth Management, Inc. 39390.04%0.11%0.23%Q4 2013Q2 202339
ALPS ADVISORS INC 2850.10%0.15%0.26%Q3 2013Q3 202339
FRANKLIN RESOURCES INC 39390.00%0.00%0.00%Q1 2014Q3 202339
OLD NATIONAL BANCORP /IN/ 39390.04%2.01%3.46%Q1 2014Q3 202339
CenterStar Asset Management, LLC 1240.00%0.49%1.89%Q4 2018Q4 202238
DOWLING & YAHNKE LLC 38380.13%0.16%0.22%Q2 2013Q3 202238
Lido Advisors, LLC 31310.01%1.17%5.31%Q1 2016Q3 202338
Beaumont Financial Partners, LLC 38380.01%0.53%2.42%Q2 2013Q3 202238
EASTERN BANK 3530.02%0.80%1.98%Q2 2013Q3 202338
K.J. Harrison & Partners Inc 38380.27%0.56%1.04%Q2 2014Q3 202338
Regal Investment Advisors LLC 2110.01%0.15%0.41%Q2 2013Q3 202338
EATON VANCE MANAGEMENT 38380.00%0.00%0.04%Q2 2013Q3 202238
Stillwater Investment Management, LLC 38381.14%2.01%3.32%Q4 2013Q1 202338
Choate Investment Advisors 20180.02%0.05%0.08%Q1 2014Q3 202338
Texas Yale Capital Corp. 3130.01%0.04%0.08%Q2 2013Q3 202338
Cetera Advisors LLC 38380.03%0.25%0.45%Q2 2014Q3 202338
Ameritas Investment Partners, Inc. 38380.00%0.12%0.41%Q2 2014Q3 202338
CWM, LLC 2460.02%0.23%2.79%Q4 2013Q3 202338
TORONTO DOMINION BANK 1910.00%0.01%0.07%Q1 2013Q3 202338
Moors & Cabot, Inc. 38380.06%0.11%0.18%Q2 2014Q3 202338
Covington Capital Management 38380.00%0.04%0.06%Q2 2013Q3 202238
MEEDER ASSET MANAGEMENT INC 37370.00%0.10%0.71%Q3 2013Q3 202237
DIXON HUBARD FEINOUR & BROWN INC/VA 37370.09%0.22%0.27%Q2 2013Q2 202237
OLD SECOND NATIONAL BANK OF AURORA 24130.01%0.03%0.05%Q2 2013Q3 202337
BANK OF NOVA SCOTIA 2710.00%0.13%0.65%Q1 2013Q3 202337
TOCQUEVILLE ASSET MANAGEMENT L.P. 3410.00%0.06%0.43%Q2 2013Q3 202337
BESSEMER GROUP INC 27100.00%0.01%0.18%Q2 2014Q3 202337
MURPHY CAPITAL MANAGEMENT INC 37370.47%0.88%1.61%Q2 2013Q2 202237
Institute for Wealth Management, LLC. 26110.33%1.16%3.98%Q2 2013Q3 202337
SouthState Corp 27100.02%0.04%0.08%Q3 2013Q3 202337
Lowe Wealth Advisors, LLC 37370.00%0.00%0.02%Q4 2014Q4 202337
Global Endowment Management, LP 37370.03%0.21%0.52%Q2 2013Q2 202237
BANK OF THE WEST 37370.06%0.17%0.38%Q4 2013Q4 202237
WEBSTER BANK, N. A. 37370.05%0.35%0.61%Q3 2014Q3 202337
Sigma Planning Corp 36360.02%0.25%0.55%Q4 2014Q3 202337
Marquette Asset Management, LLC 37370.58%1.15%1.96%Q2 2013Q2 202237
CAPE ANN SAVINGS BANK 1711.44%1.90%2.37%Q2 2013Q3 202337
Ballentine Partners, LLC 37370.02%0.05%0.10%Q3 2014Q3 202337
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 37370.01%0.27%0.77%Q3 2014Q3 202337
Brinker Capital Investments, LLC 27100.00%1.09%2.48%Q2 2013Q4 202237
AMERICAN NATIONAL BANK 37370.01%0.04%0.06%Q3 2014Q3 202337
Northeast Financial Consultants Inc 18180.12%0.65%1.17%Q3 2014Q3 202336
Glassman Wealth Services 36360.01%0.02%0.06%Q4 2014Q3 202336
SIGNET FINANCIAL MANAGEMENT, LLC 3220.00%0.28%0.89%Q1 2015Q3 202336
Meristem Family Wealth, LLC 36360.59%0.93%1.80%Q2 2013Q1 202236
AGF INVESTMENTS INC. 3060.00%0.96%2.01%Q3 2013Q3 202236
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 36360.22%4.05%10.92%Q4 2014Q3 202336
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 36360.26%3.43%11.87%Q4 2014Q3 202336
Dakota Wealth Management 36360.37%1.29%2.58%Q4 2014Q3 202336
Simplicity Solutions, LLC 36360.06%0.71%2.96%Q4 2014Q3 202336
KLINGENSTEIN FIELDS & CO LP 36360.02%0.31%1.62%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.11%0.29%0.72%Q4 2014Q3 202336
BROWN ADVISORY INC 3240.00%0.00%0.01%Q2 2013Q3 202336
Summit Financial Wealth Advisors, LLC 36360.10%0.20%0.51%Q4 2014Q3 202336
WestEnd Advisors, LLC 3150.02%5.44%12.88%Q2 2013Q3 202336
BUTENSKY & COHEN FINANCIAL SECURITY, INC 36360.52%0.85%1.24%Q4 2014Q3 202336
SONATA CAPITAL GROUP INC 36360.43%0.66%1.09%Q4 2014Q3 202336
1832 Asset Management L.P. 36360.00%0.06%0.24%Q4 2014Q3 202336
ORLEANS CAPITAL MANAGEMENT CORP/LA 1840.12%2.42%5.11%Q2 2014Q3 202336
BRADLEY FOSTER & SARGENT INC/CT 23130.01%0.02%0.04%Q3 2014Q3 202336
KINGS POINT CAPITAL MANAGEMENT 36360.02%0.06%0.13%Q2 2013Q1 202236
People's United Financial, Inc. 36360.04%0.08%0.16%Q2 2013Q1 202236
Tortoise Investment Management, LLC 36360.00%0.00%0.01%Q4 2014Q3 202336
WEDBUSH SECURITIES INC 36360.03%0.13%0.30%Q4 2014Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.06%1.00%2.63%Q4 2014Q3 202336
Community Bank, N.A. 36360.04%0.12%0.36%Q4 2014Q3 202336
Advisory Services Network, LLC 2710.01%0.45%1.23%Q4 2013Q3 202336
JONES FINANCIAL COMPANIES LLLP 2550.00%0.00%0.03%Q2 2013Q3 202335
Tower Research Capital LLC (TRC) 1110.00%0.31%2.16%Q3 2013Q3 202335
Carroll Financial Associates, Inc. 35350.00%0.09%0.22%Q2 2013Q4 202135
PROVIDA PENSION FUND ADMINISTRATOR 1490.02%3.55%12.02%Q4 2013Q4 202235
Annex Advisory Services, LLC 22130.02%0.08%0.21%Q2 2013Q3 202335
1834 INVESTMENT ADVISORS CO 35350.07%0.41%0.83%Q1 2015Q3 202335
Edge Wealth Management LLC 35350.01%0.01%0.04%Q2 2013Q4 202135
Roble, Belko & Company, Inc 35352.95%3.69%4.52%Q1 2015Q3 202335
Country Club Trust Company, n.a. 35350.03%0.08%0.26%Q2 2013Q4 202135
CORRADO ADVISORS, LLC 35351.44%3.24%5.10%Q1 2015Q3 202335
DAVENPORT & Co LLC 2610.00%0.05%0.19%Q2 2013Q3 202335
Laird Norton Wetherby Wealth Management, LLC 3230.04%0.05%0.09%Q4 2014Q3 202335
CHICAGO TRUST Co NA 35350.20%0.29%0.50%Q1 2015Q3 202335
Capital Advisors, Ltd. LLC 21140.01%0.04%0.08%Q4 2013Q3 202335
Kessler Investment Group, LLC 2320.00%0.85%1.59%Q4 2013Q3 202335
FIRST MIDWEST BANK TRUST DIVISION 35350.05%0.26%0.55%Q2 2013Q4 202135
Fernwood Investment Management, LLC 34340.18%0.26%0.33%Q2 2015Q3 202334
Dynamic Advisor Solutions LLC 32320.00%0.22%0.65%Q4 2015Q3 202334
DORCHESTER WEALTH MANAGEMENT Co 34340.18%0.24%0.29%Q2 2015Q3 202334
Plante Moran Financial Advisors, LLC 3310.00%0.07%0.19%Q4 2014Q3 202334
PEOPLES FINANCIAL SERVICES CORP. 34340.00%0.09%0.41%Q2 2015Q3 202334
Squarepoint Ops LLC 820.00%0.26%3.60%Q1 2016Q3 202334
Baird Financial Group, Inc. 34340.02%0.05%0.24%Q2 2015Q3 202334
Mount Lucas Management LP 2590.02%1.76%4.56%Q2 2013Q4 202134
BINGHAM OSBORN & SCARBOROUGH LLC 34340.18%0.28%0.45%Q2 2013Q3 202134
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.01%0.02%0.03%Q2 2015Q3 202334
Trust Co 34340.03%1.88%7.25%Q2 2015Q3 202334
Psagot Value Holdings Ltd. 34340.54%4.24%8.71%Q2 2013Q3 202134
Kingsview Wealth Management, LLC 2060.00%1.04%2.58%Q1 2017Q3 202334
DEUTSCHE BANK AG\ 2360.00%0.02%0.07%Q3 2013Q3 202334
ELM ADVISORS, LLC 34340.23%0.36%0.69%Q4 2013Q1 202234
SNS Financial Group, LLC 3010.05%0.21%1.07%Q4 2013Q3 202334
WBH ADVISORY INC 3130.52%1.35%2.81%Q1 2015Q3 202334
SECURITY NATIONAL TRUST CO 34340.03%0.09%0.19%Q2 2013Q3 202134
Livingston Group Asset Management CO (operating as Southport Capital Management) 3310.04%0.58%0.90%Q2 2013Q4 202134
NOESIS CAPITAL MANGEMENT CORP 3220.11%0.20%0.25%Q1 2014Q3 202334
Winfield Associates, Inc. 34340.67%1.34%1.82%Q4 2013Q1 202234
Sheaff Brock Investment Advisors, LLC 32320.02%0.08%0.17%Q4 2015Q3 202333
CAPTRUST FINANCIAL ADVISORS 2810.00%0.58%2.37%Q2 2013Q3 202333
Man Group plc 1930.00%0.02%0.08%Q1 2018Q3 202333
STOCK YARDS BANK & TRUST CO 33330.02%0.04%0.14%Q3 2015Q3 202333
Apriem Advisors 1610.00%0.03%0.07%Q2 2013Q3 202333
Rehmann Capital Advisory Group 1510.07%0.19%0.33%Q3 2011Q3 202333
JUNCTURE WEALTH STRATEGIES, LLC 33330.12%2.42%5.26%Q4 2014Q4 202233
DUBUQUE BANK & TRUST CO 1340.00%0.15%0.94%Q2 2013Q3 202333
Concorde Asset Management, LLC 3120.24%1.51%4.67%Q4 2014Q3 202333
AlphaMark Advisors, LLC 33330.01%1.40%4.37%Q3 2015Q3 202333
Biltmore Wealth Management, LLC 2763.40%8.83%13.07%Q4 2014Q3 202333
PEDDOCK CAPITAL ADVISORS, LLC 33330.38%0.53%0.68%Q3 2015Q3 202333
Krilogy Financial LLC 33331.10%1.70%3.11%Q3 2015Q3 202333
Keel Point, LLC 32320.05%1.01%2.75%Q4 2015Q3 202332
Allworth Financial LP 32320.00%0.01%0.02%Q4 2015Q3 202332
BBVA USA Bancshares, Inc. 32320.03%0.28%1.04%Q2 2013Q1 202132
SWARTHMORE GROUP INC 32321.56%6.90%14.94%Q2 2013Q1 202132
Bristlecone Advisors, LLC 32320.54%0.92%1.43%Q4 2015Q3 202332
Jackson, Grant Investment Advisers, Inc. 32320.47%0.65%0.93%Q4 2015Q3 202332
Cetera Investment Advisers 32320.10%0.30%0.45%Q4 2015Q3 202332
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2710.00%0.00%0.02%Q2 2014Q3 202332
Asset Dedication, LLC 32320.00%0.01%0.04%Q4 2015Q3 202332
Accuvest Global Advisors 1710.14%1.64%3.24%Q4 2013Q3 202332
BURNS J W & CO INC/NY 32320.11%0.49%0.70%Q4 2015Q3 202332
MAI Capital Management 1940.01%0.13%0.46%Q4 2014Q3 202332
Ayalon Insurance Comp Ltd. 2480.18%5.35%9.13%Q1 2015Q3 202332
Mirae Asset Global Investments Co., Ltd. 2210.01%0.32%0.78%Q1 2012Q3 202332
LINCOLN NATIONAL CORP 32320.02%0.08%0.12%Q4 2015Q3 202332
Harel Insurance Investments & Financial Services Ltd. 32320.05%1.68%4.87%Q4 2015Q3 202332
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 32320.38%1.30%2.54%Q4 2015Q3 202332
ROCKLAND TRUST CO 2410.03%0.73%1.62%Q4 2013Q3 202332
PICTET BANK & TRUST Ltd 2530.12%1.53%3.70%Q3 2014Q3 202332
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 32320.00%0.00%0.01%Q4 2015Q3 202332
CHOREO, LLC 32320.03%0.05%0.08%Q4 2015Q3 202332
CYPRESS CAPITAL MANAGEMENT LLC 2310.04%0.06%0.09%Q2 2014Q3 202232
COMERICA BANK 2910.00%0.06%0.15%Q2 2013Q3 202332
CITIZENS FINANCIAL GROUP INC/RI 32320.01%0.05%0.13%Q4 2015Q3 202332
Gerber Kawasaki Wealth & Investment Management 32321.18%4.36%6.43%Q4 2015Q3 202332
Edgestream Partners, L.P. 1240.03%0.59%5.95%Q2 2014Q3 202331
MONTAG A & ASSOCIATES INC 2710.02%0.34%0.78%Q1 2015Q3 202331
Partnervest Advisory Services LLC 30300.00%0.61%1.84%Q2 2013Q3 202031
Voya Financial Advisors, Inc. 31310.07%0.20%0.35%Q1 2015Q3 202231
Focused Wealth Management, Inc 16150.00%0.01%0.02%Q3 2013Q3 202331
Anchor Investment Management, LLC 2920.00%0.01%0.01%Q1 2016Q4 202331
CITY HOLDING CO 31310.05%0.38%0.65%Q1 2016Q3 202331
WealthPLAN Partners, LLC 2110.00%0.67%1.45%Q1 2015Q4 202331
IFP Advisors, Inc 17140.02%0.22%0.57%Q4 2015Q3 202331
STERLING INVESTMENT MANAGEMENT, LLC 31310.27%0.65%1.04%Q1 2016Q3 202331
Simmons Bank 31310.21%0.51%1.08%Q1 2016Q3 202331
Transamerica Financial Advisors, Inc. 2310.00%0.28%0.87%Q2 2013Q3 202331
Geneos Wealth Management Inc. 31310.05%0.16%0.67%Q1 2016Q3 202331
Parker Investment Management, LLC 31313.31%9.08%14.80%Q1 2016Q3 202331
PEAK6 Investments LLC 1030.00%0.04%0.41%Q2 2020Q3 202331
Cavalier Investments, LLC 2652.53%5.42%11.67%Q4 2015Q3 202331
NWAM LLC 1210.02%0.32%0.73%Q2 2012Q3 202331
ARS Wealth Advisors, LLC 31313.66%6.44%8.46%Q4 2013Q2 202131
Integrated Investment Consultants, LLC 2380.10%0.41%0.77%Q4 2015Q3 202331
WESPAC Advisors SoCal, LLC 2830.02%0.70%1.85%Q4 2015Q3 202331
FAGAN ASSOCIATES, INC. 2560.11%0.33%0.55%Q1 2014Q3 202331
NEXT Financial Group, Inc 30300.07%0.23%0.51%Q3 2014Q4 202130
FDx Advisors, Inc. 2910.01%0.41%1.72%Q1 2016Q3 202330
ACG Wealth 30300.04%0.54%1.28%Q1 2015Q2 202230
INGALLS & SNYDER LLC 30300.02%0.12%0.21%Q2 2016Q3 202330
WELCH & FORBES LLC 2420.01%0.01%0.01%Q1 2015Q3 202330
FIFTH THIRD SECURITIES, INC. 2460.26%1.06%2.55%Q1 2016Q3 202330
FIL Ltd 2910.01%0.01%0.02%Q4 2014Q3 202330
PINNACLE FINANCIAL PARTNERS INC 2640.03%0.07%0.22%Q4 2015Q3 202330
MONETARY MANAGEMENT GROUP INC 30300.00%0.11%0.32%Q2 2016Q3 202330
GREENLEAF TRUST 30300.01%0.01%0.02%Q2 2016Q3 202330
SEGALL BRYANT & HAMILL, LLC 1570.01%0.02%0.04%Q2 2013Q3 202330
REILLY FINANCIAL ADVISORS, LLC 2820.00%0.02%0.04%Q4 2013Q4 202130
Montecito Bank & Trust 2710.01%0.32%0.86%Q4 2015Q4 202330
First Heartland Consultants, Inc. 2410.02%0.08%0.16%Q2 2013Q3 202330
Clearwater Capital Advisors, LLC 30300.08%0.31%0.61%Q2 2016Q3 202330
SUNFLOWER BANK, NA WEALTH MANAGEMENT 30300.12%1.45%3.08%Q2 2013Q3 202030
First Allied Advisory Services, Inc. 30300.19%0.59%1.00%Q2 2013Q3 202030
Pictet North America Advisors SA 2190.04%1.22%4.85%Q4 2015Q3 202330
WEALTHSOURCE PARTNERS, LLC 2230.00%0.25%1.89%Q1 2016Q3 202329
NewFocus Financial Group, LLC 29291.90%2.79%4.16%Q4 2013Q4 202029
FIRST MERCANTILE TRUST CO 2630.34%0.76%1.43%Q2 2013Q3 202029
InterOcean Capital, LLC 29290.24%1.36%4.77%Q2 2013Q2 202029
AE Wealth Management LLC 28280.00%0.28%0.58%Q4 2016Q3 202329
Mechanics Bank Trust Department 29290.14%0.69%1.07%Q3 2016Q3 202329
Ancora Advisors LLC 2810.03%0.05%0.19%Q3 2013Q3 202329
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 28280.00%1.40%2.40%Q4 2016Q3 202329
Bowling Portfolio Management LLC 1230.05%0.33%0.89%Q3 2013Q3 202229
Venturi Wealth Management, LLC 29290.53%1.08%3.12%Q3 2016Q3 202329
Capital Analysts, LLC 1310.00%0.08%0.26%Q4 2015Q3 202329
Parallel Advisors, LLC 28280.01%0.04%0.08%Q4 2016Q3 202329
EXENCIAL WEALTH ADVISORS, LLC 1810.00%0.07%0.10%Q1 2013Q3 202329
CLIFFORD SWAN INVESTMENT COUNSEL LLC 29290.01%0.16%0.26%Q3 2016Q3 202329
MCF Advisors LLC 1210.00%0.05%0.08%Q2 2014Q3 202329
Migdal Insurance & Financial Holdings Ltd. 1730.00%1.41%7.98%Q4 2015Q3 202329
Hanlon Investment Management, Inc. 1010.12%3.31%11.67%Q3 2013Q3 202329
FIRST WILSHIRE SECURITIES MANAGEMENT INC 29290.06%0.14%0.24%Q3 2016Q3 202329
TD ASSET MANAGEMENT INC 1940.00%0.09%0.32%Q3 2013Q3 202329
Fisher Asset Management, LLC 2720.00%0.00%0.00%Q3 2015Q3 202329
Carlton Hofferkamp & Jenks Wealth Management, LLC 29290.17%0.35%0.45%Q3 2016Q3 202329
Segment Wealth Management, LLC 29290.08%0.50%0.86%Q3 2016Q3 202329
Overbrook Management Corp 29290.04%0.11%0.38%Q3 2016Q3 202329
Winch Advisory Services, LLC 1930.00%0.44%4.40%Q1 2014Q3 202329
Winslow, Evans & Crocker, Inc. 29290.03%0.18%0.49%Q4 2013Q4 202029
WESPAC Advisors, LLC 2130.15%1.03%2.92%Q1 2016Q3 202329
Perigon Wealth Management, LLC 2810.07%0.13%0.20%Q3 2011Q3 202329
RFG Advisory, LLC 2510.09%0.37%1.49%Q4 2014Q3 202328
Arrow Investment Advisors, LLC 923.64%5.72%8.37%Q3 2014Q3 202328
Friedenthal Financial 1610.24%2.98%6.43%Q3 2014Q1 202228
BigSur Wealth Management LLC 28281.45%2.13%2.80%Q4 2016Q3 202328
PATHSTONE FAMILY OFFICE, LLC 2310.02%1.21%2.84%Q2 2013Q3 202328
Ausdal Financial Partners, Inc. 1330.04%0.20%0.54%Q4 2015Q3 202328
QUADRANT CAPITAL GROUP LLC 2620.01%0.04%0.07%Q2 2015Q3 202328
BOYS ARNOLD & CO INC 28280.28%0.77%1.25%Q2 2013Q1 202028
Cornerstone Wealth Management, LLC 2530.19%0.34%0.47%Q3 2016Q3 202328
CARRET ASSET MANAGEMENT, LLC 2530.03%0.06%0.08%Q4 2014Q3 202328
Timber Creek Capital Management LLC 28280.01%0.09%0.18%Q3 2016Q2 202328
TCI Wealth Advisors, Inc. 2310.00%0.03%0.08%Q4 2012Q1 202328
Bray Capital Advisors 2440.09%0.17%0.71%Q4 2014Q3 202328
CAMBRIDGE TRUST CO 28280.02%0.06%0.13%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.15%0.34%1.60%Q4 2016Q3 202328
Armor Investment Advisors, LLC 28280.86%1.09%1.44%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.08%0.17%0.33%Q4 2016Q3 202328
Evanson Asset Management, LLC 28280.25%0.31%0.45%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.13%0.22%0.31%Q4 2016Q3 202328
Good Life Advisors, LLC 28280.12%0.24%0.37%Q4 2016Q3 202328
Shepherd Financial Partners LLC 28280.95%2.07%3.63%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.07%0.36%1.29%Q4 2016Q3 202328
Eagle Ridge Investment Management 28280.05%0.06%0.08%Q4 2016Q3 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.05%0.54%1.28%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.01%0.72%1.81%Q4 2016Q3 202328
United Bank 28282.02%2.58%3.40%Q4 2016Q3 202328
Moloney Securities Asset Management, LLC 28280.23%0.39%1.07%Q4 2016Q3 202328
ACCESS FINANCIAL SERVICES, INC. 28280.29%0.50%1.25%Q4 2016Q3 202328
FIDUCIARY TRUST INTERNATIONAL LLC 2260.09%0.22%0.48%Q2 2013Q2 202028
Sargent Bickham Lagudis LLC 28280.29%0.62%0.97%Q1 2016Q4 202228
Avantax Planning Partners, Inc. 28280.03%0.05%0.06%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.14%0.34%0.44%Q4 2016Q3 202328
Circle Wealth Management, LLC 28280.07%0.67%1.48%Q4 2016Q3 202328
Cornerstone Advisory, LLC 27270.19%0.33%0.56%Q1 2017Q3 202327
AllSquare Wealth Management LLC 2520.00%0.04%0.07%Q4 2016Q3 202327
Cribstone Capital Management, LLC 27270.01%2.29%6.66%Q2 2016Q4 202227
Transform Wealth, LLC 1840.05%0.72%1.64%Q2 2016Q3 202327
Wela Strategies, Inc. 2611.67%2.39%4.27%Q1 2017Q4 202327
Global Retirement Partners, LLC 2070.12%0.32%0.52%Q4 2016Q3 202327
Cypress Capital Management LLC (WY) 17100.99%1.70%2.90%Q4 2014Q1 202227
SIGMA INVESTMENT COUNSELORS INC 2160.03%0.06%0.14%Q4 2015Q3 202327
LCNB CORP 2160.68%0.85%1.08%Q4 2016Q3 202327
Financial Enhancement Group LLC 2520.01%0.18%0.57%Q3 2016Q3 202327
Barrett Asset Management, LLC 27270.00%0.00%0.00%Q2 2013Q4 201927
PRUDENTIAL FINANCIAL INC 27270.00%0.04%0.57%Q1 2017Q3 202327
ALPINE WOODS CAPITAL INVESTORS, LLC 2070.05%0.40%1.31%Q3 2016Q3 202327
Spectrum Management Group, LLC 27270.98%5.47%10.66%Q1 2016Q3 202227
DOW CHEMICAL CO /DE/ 27270.52%3.06%7.24%Q2 2013Q4 201927
Conservest Capital Advisors, Inc. 27276.05%8.59%11.27%Q1 2017Q3 202327
Newman Dignan & Sheerar, Inc. 27270.01%0.18%0.30%Q1 2017Q3 202327
Dorsey Wright & Associates 920.04%1.78%4.74%Q3 2014Q3 202327
PRELUDE CAPITAL MANAGEMENT, LLC 1010.00%0.09%0.79%Q2 2016Q2 202327
Stillwater Capital Advisors, LLC 27271.13%2.80%4.64%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.09%0.18%0.52%Q2 2013Q4 201927
Miracle Mile Advisors, LLC 27270.05%0.34%0.73%Q1 2017Q3 202327
FIRST NATIONAL TRUST CO 27270.03%0.11%0.25%Q1 2017Q3 202327
FIRST BUSINESS FINANCIAL SERVICES, INC. 15120.05%1.51%5.30%Q1 2014Q3 202327
HALL CAPITAL MANAGEMENT CO INC 17100.15%0.29%0.42%Q4 2016Q3 202327
Janney Capital Management LLC 14130.04%1.12%3.39%Q2 2013Q3 202327
STALEY CAPITAL ADVISERS INC 2520.11%0.19%0.87%Q1 2015Q3 202327
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 27270.13%0.32%0.49%Q2 2013Q4 201927
AUA CAPITAL MANAGEMENT, LLC 2610.28%1.25%2.06%Q4 2016Q3 202327
BRYN MAWR TRUST Co 26260.01%0.03%0.06%Q2 2017Q3 202326
Capital Investment Advisory Services, LLC 2060.06%0.12%0.31%Q1 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.18%0.24%0.41%Q2 2017Q3 202326
SRS Capital Advisors, Inc. 1070.03%0.14%0.28%Q4 2016Q3 202326
Stack Financial Management, Inc 1710.02%0.04%0.07%Q2 2013Q3 202026
RMB Capital Management, LLC 26260.02%0.04%0.10%Q2 2017Q3 202326
Foothills Asset Management, Ltd. 26263.83%4.56%5.56%Q4 2013Q1 202026
Financial Sense Advisors, Inc. 1110.11%2.44%7.56%Q1 2014Q3 202326
BRIGHTON JONES LLC 26260.03%0.07%0.11%Q2 2017Q3 202326
SOUTH TEXAS MONEY MANAGEMENT LTD 26260.04%0.05%0.06%Q2 2013Q3 201926
Baystate Wealth Management LLC 1610.00%0.01%0.07%Q2 2013Q3 202326
CUMBERLAND ADVISORS INC 910.67%5.18%10.56%Q2 2013Q3 202326
BUCKINGHAM STRATEGIC WEALTH, LLC 26260.02%0.06%0.16%Q2 2017Q3 202326
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1910.02%0.04%0.08%Q3 2016Q3 202326
AXA S.A. 26260.21%0.27%0.35%Q2 2013Q3 201926
TEXAS PERMANENT SCHOOL FUND CORP 26260.02%0.09%0.37%Q1 2014Q2 202026
Abbot Financial Management, Inc. 26261.33%1.74%2.34%Q2 2017Q3 202326
Providence First Trust Co 26261.75%2.64%3.66%Q2 2017Q3 202326
BFSG, LLC 1790.12%0.26%0.95%Q1 2017Q3 202326
New England Private Wealth Advisors LLC 2420.06%0.09%0.16%Q1 2014Q3 202326
QUATTRO FINANCIAL ADVISORS LLC 1881.72%4.95%7.52%Q1 2017Q3 202326
Founders Capital Management 13130.02%0.03%0.07%Q1 2017Q4 202326
Asset Planning Services, Ltd. 15110.11%0.15%0.23%Q2 2015Q4 202126
Pinnacle Wealth Management Advisory Group, LLC 2420.11%0.14%0.29%Q3 2016Q3 202326
Jump Trading, LLC 410.00%0.05%0.53%Q2 2013Q1 201926
MARCO INVESTMENT MANAGEMENT LLC 26260.04%0.08%0.10%Q2 2017Q3 202326
Roundview Capital LLC 26260.18%0.31%0.58%Q2 2017Q3 202326
SUNTRUST BANKS INC 26260.00%0.05%0.17%Q2 2013Q3 201926
TIAA, FSB 25250.02%0.04%0.07%Q2 2017Q2 202325
BDO Wealth Advisors, LLC 25250.06%0.10%0.18%Q2 2017Q2 202325
Valeo Financial Advisors, LLC 25250.02%0.16%0.28%Q3 2017Q3 202325
Granite Investment Advisors, LLC 25250.04%0.73%1.74%Q3 2015Q3 202125
Hugh Johnson Advisors LLC 25250.67%1.24%1.83%Q2 2013Q2 201925
Sage Capital Advisors,llc 25250.83%1.94%2.46%Q3 2017Q3 202325
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1910.01%0.27%5.62%Q2 2013Q4 202225
PARAMETRIC PORTFOLIO ASSOCIATES LLC 2140.00%0.00%0.01%Q1 2015Q1 202225
Westside Investment Management, Inc. 1510.09%0.85%1.53%Q4 2016Q3 202325
Sequoia Financial Advisors, LLC 810.02%0.07%0.15%Q2 2014Q3 202325
Indiana Trust & Investment Management CO 1320.05%0.18%0.79%Q3 2013Q3 202325
NATIXIS 2230.01%0.36%0.65%Q4 2015Q1 202225
Torch Wealth Management LLC 25251.03%1.83%2.87%Q4 2013Q4 201925
B. Riley Wealth Management, Inc. 1690.00%0.34%0.83%Q1 2014Q2 202225
Aviance Capital Partners, LLC 1410.04%0.10%0.25%Q2 2013Q3 202325
Jacobi Capital Management LLC 25250.00%0.05%0.11%Q3 2017Q3 202325
Black Swift Group, LLC 2141.99%6.63%19.05%Q2 2017Q3 202325
Brick & Kyle, Associates 1320.03%0.13%0.23%Q4 2014Q3 202325
Compagnie Lombard Odier SCmA 1640.00%0.01%0.03%Q4 2013Q3 202325
Haverford Trust Co 2110.01%0.01%0.04%Q3 2013Q3 202325
Van Cleef Asset Management,Inc 25250.22%0.26%0.33%Q3 2017Q3 202325
Snowden Capital Advisors LLC 1680.00%0.13%0.38%Q3 2017Q3 202325
Verition Fund Management LLC 510.01%0.12%0.47%Q4 2013Q2 202325
RiverFront Investment Group, LLC 2050.25%2.03%3.35%Q4 2008Q3 202325
Bragg Financial Advisors, Inc 25250.02%0.04%0.10%Q3 2017Q3 202325
ROPES WEALTH ADVISORS LLC 1780.00%0.12%0.25%Q4 2016Q3 202325
Karp Capital Management Corp 2230.03%0.15%0.39%Q1 2015Q3 202225
Koshinski Asset Management, Inc. 1690.08%0.28%0.54%Q2 2017Q3 202325
White Pine Investment CO 2320.07%0.12%0.15%Q3 2016Q2 202325
CHEMICAL BANK 25250.10%0.29%0.48%Q2 2013Q2 201925
Sonora Investment Management, LLC 25250.00%0.00%0.02%Q3 2015Q3 202125
Wealthcare Advisory Partners LLC 25250.00%0.09%0.24%Q3 2017Q3 202325
SCHMIDT P J INVESTMENT MANAGEMENT INC 25250.10%0.15%0.19%Q3 2017Q3 202325
Hochman Cole Investment Advisors, Inc. 24245.94%7.02%7.96%Q4 2015Q3 202124
Linscomb & Williams, Inc. 2130.02%0.03%0.05%Q2 2014Q3 202324
Fiera Capital Corp 1720.00%0.03%0.06%Q4 2013Q3 202324
Pinnacle Advisory Group, Inc. 1940.00%2.13%8.70%Q1 2014Q1 202124
Kelman-Lazarov, Inc. 1770.07%0.40%0.68%Q1 2016Q2 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.20%0.24%0.29%Q4 2017Q3 202324
NewEdge Advisors, LLC 2210.00%0.13%0.43%Q2 2017Q3 202324
Avior Wealth Management, LLC 1510.00%0.01%0.02%Q1 2015Q3 202324
SMITH, MOORE & CO. 1410.04%0.07%0.17%Q4 2014Q3 202324
Klingman & Associates, LLC 1860.03%0.04%0.05%Q2 2015Q3 202324
Sowell Financial Services LLC 1020.12%0.30%0.62%Q4 2016Q3 202324
GM Advisory Group, LLC 24240.03%2.95%9.86%Q4 2017Q3 202324
Advisors Preferred, LLC 810.00%2.53%16.68%Q4 2013Q3 202324
D.B. Root & Company, LLC 24240.99%1.88%2.78%Q4 2017Q3 202324
New Potomac Partners, LLC 24240.14%0.29%0.55%Q4 2017Q3 202324
Financial Partners Group, Inc 24240.12%0.18%0.39%Q4 2017Q3 202324
Biltmore Family Office, LLC 24240.04%0.17%0.34%Q4 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.10%0.15%0.20%Q4 2017Q3 202324
Brightworth 24240.98%5.96%8.28%Q4 2016Q3 202224
Successful Portfolios LLC 24241.49%1.79%2.62%Q4 2017Q3 202324
Belpointe Asset Management LLC 1860.09%0.40%0.99%Q3 2017Q3 202324
Verdence Capital Advisors LLC 24240.14%0.20%0.26%Q4 2017Q3 202324
MEITAV INVESTMENT HOUSE LTD 24240.02%2.13%8.24%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.13%0.29%0.48%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 24240.20%0.25%0.29%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.20%0.52%1.87%Q4 2017Q3 202324
Private Capital Advisors, Inc. 24240.04%0.06%0.10%Q4 2017Q3 202324
VISTA INVESTMENT MANAGEMENT 24240.51%0.67%0.85%Q4 2017Q3 202324
HoyleCohen, LLC 24240.18%0.39%0.55%Q4 2017Q3 202324
Financial Management Professionals, Inc. 1110.00%0.15%0.75%Q2 2013Q3 202324
jvl associates llc 24240.53%0.93%1.37%Q4 2017Q3 202324
Valmark Advisers, Inc. 24240.00%0.04%0.08%Q4 2017Q3 202324
FMA ADVISORY INC 1910.26%1.15%1.79%Q1 2014Q3 202124
McIlrath & Eck, LLC 24240.06%0.13%0.20%Q4 2017Q3 202324
Main Management ETF Advisors, LLC 24247.80%14.89%23.35%Q4 2017Q3 202324
Ahrens Investment Partners LLC 24240.09%0.28%0.66%Q2 2017Q1 202324
MainStreet Investment Advisors LLC 24240.04%0.05%0.10%Q4 2017Q3 202324
Asset Management One Co., Ltd. 1110.01%0.03%0.14%Q4 2016Q3 202324
WealthShield Partners, LLC 24240.41%0.93%2.38%Q4 2017Q3 202324
Abbrea Capital, LLC 24240.06%0.12%0.19%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.04%0.10%0.22%Q4 2017Q3 202324
NVWM, LLC 24240.12%0.32%0.53%Q4 2017Q3 202324
PLIMOTH TRUST CO LLC 24240.63%0.93%1.18%Q4 2017Q3 202324
StoneX Group Inc. 2130.25%1.41%3.32%Q4 2016Q3 202324
Front Row Advisors LLC 24240.05%0.08%0.12%Q4 2017Q3 202324
IFG Advisory, LLC 24240.08%0.21%0.38%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.12%0.72%1.64%Q4 2017Q3 202324
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2220.13%8.28%12.77%Q2 2013Q2 201924
CENTAURUS FINANCIAL, INC. 24240.37%0.88%1.20%Q4 2017Q3 202324
Richard Bernstein Advisors LLC 1040.00%0.71%2.63%Q3 2016Q3 202324
Rafferty Asset Management, LLC 1620.28%3.77%8.20%Q2 2013Q4 201924
Brown Advisory Securities, LLC 24240.05%0.21%1.62%Q4 2016Q3 202224
Eldridge Investment Advisors, Inc. 24240.17%0.22%0.30%Q4 2017Q3 202324
Freedom Investment Management, Inc. 1310.02%0.17%1.12%Q4 2014Q3 202324
WASHINGTON TRUST BANK 1120.01%0.11%0.51%Q4 2013Q1 202023
ARGI Investment Services, LLC 1110.01%0.04%0.12%Q2 2013Q4 202223
Hilltop Holdings Inc. 1710.06%0.25%0.95%Q3 2016Q3 202323
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 2030.09%22.74%46.15%Q3 2016Q3 202323
Estate Counselors, LLC 1120.00%0.72%1.20%Q4 2016Q3 202323
Clarus Wealth Advisors 23230.32%1.83%3.01%Q4 2017Q2 202323
Stadion Money Management, LLC 710.06%1.07%2.69%Q2 2013Q2 202323
Garde Capital, Inc. 23230.04%0.06%0.09%Q1 2018Q3 202323
Seelaus Asset Management LLC 1850.18%0.42%0.86%Q4 2017Q3 202323
Mount Yale Investment Advisors, LLC 23230.32%0.63%0.99%Q1 2018Q3 202323
Chesapeake Wealth Management 23231.09%1.75%2.87%Q1 2018Q3 202323
River Wealth Advisors LLC 23230.09%0.16%0.20%Q1 2018Q3 202323
Sage Advisory Services, Ltd.Co. 23230.04%4.17%8.64%Q2 2017Q4 202223
ATLAS CAPITAL ADVISORS LLC 23230.86%1.61%2.32%Q1 2018Q3 202323
Leonetti & Associates, LLC 23230.79%4.47%7.32%Q2 2013Q4 201823
EP Wealth Advisors, LLC 1810.00%0.76%1.45%Q3 2015Q3 202323
Calamos Wealth Management LLC 23230.05%0.07%0.09%Q1 2018Q3 202323
Keystone Financial Group 2120.10%0.19%0.27%Q4 2017Q3 202323
RPg Family Wealth Advisory, LLC 1220.01%0.16%0.80%Q4 2015Q3 202323
NewSquare Capital LLC 23230.01%0.70%1.25%Q1 2018Q3 202323
PRUDENTIAL PLC 970.00%0.05%0.38%Q2 2016Q3 202323
FIRST INTERSTATE BANK 13100.01%2.79%5.72%Q4 2017Q3 202323
Legacy Advisors, LLC 23230.46%1.08%1.66%Q1 2018Q3 202323
BALYASNY ASSET MANAGEMENT L.P. 810.00%0.15%0.50%Q4 2016Q3 202323
Arete Wealth Advisors, LLC 1310.05%0.22%0.55%Q4 2013Q2 202323
Riggs Asset Managment Co. Inc. 1020.00%2.01%6.26%Q3 2016Q3 202323
LEUTHOLD GROUP, LLC 23230.03%0.49%1.74%Q1 2018Q3 202323
Donald L. Hagan, LLC 1941.20%2.59%4.25%Q2 2015Q3 202323
SIMPLEX TRADING, LLC 1010.00%0.02%0.26%Q2 2015Q3 202323
AVIANCE CAPITAL MANAGEMENT, LLC 1580.04%0.95%2.55%Q2 2013Q1 201923
INTEGRAL DERIVATIVES, LLC 610.01%0.03%0.09%Q4 2013Q1 201823
IndexIQ Advisors LLC 1510.00%0.31%2.07%Q3 2015Q1 202223
Rezny Wealth Management, Inc. 2120.00%3.59%6.30%Q3 2015Q3 202323
Pathway Financial Advisors LLC 1480.12%0.20%0.31%Q4 2017Q3 202322
BerganKDV Wealth Management, LLC 2110.01%0.02%0.09%Q4 2016Q2 202322
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.34%0.76%1.96%Q2 2018Q3 202322
LOEB PARTNERS CORP 1840.14%0.69%2.52%Q3 2013Q1 201922
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 1840.13%0.21%0.52%Q1 2018Q3 202322
O'Brien Wealth Partners LLC 1930.08%0.12%0.20%Q1 2018Q3 202322
Private Wealth Advisors, LLC 20200.00%2.62%3.45%Q4 2018Q3 202322
Providence Capital Advisors, LLC 22220.01%0.05%0.20%Q2 2018Q3 202322
Paulson Wealth Management Inc. 1390.10%0.29%1.03%Q4 2017Q3 202322
HOURGLASS CAPITAL, LLC 2020.08%0.29%0.77%Q1 2017Q3 202322
SeaCrest Wealth Management, LLC 1660.03%0.10%0.15%Q4 2017Q3 202322
WEST PACES ADVISORS INC. 22220.03%0.07%0.09%Q2 2018Q3 202322
KWMG, LLC 22220.01%0.50%1.06%Q2 2018Q3 202322
Csenge Advisory Group 1720.00%0.20%0.39%Q3 2017Q3 202322
PRIVATE ASSET MANAGEMENT INC 22220.07%0.14%0.28%Q2 2018Q3 202322
Wellington Shields Capital Management, LLC 22220.03%0.06%0.10%Q1 2015Q2 202022
WP Advisors, LLC 22220.20%0.29%0.36%Q2 2018Q3 202322
CALTON & ASSOCIATES, INC. 2110.00%0.64%1.53%Q4 2017Q3 202322
Avitas Wealth Management LLC 22220.48%0.78%3.33%Q2 2018Q3 202322
VALLEY NATIONAL ADVISERS INC 2020.01%0.03%0.05%Q1 2018Q3 202322
Certified Advisory Corp 11110.17%0.25%0.33%Q4 2017Q3 202322
Tradewinds Capital Management, LLC 22220.03%1.01%4.48%Q2 2018Q3 202322
Florin Court Capital LLP 811.33%8.99%16.24%Q4 2016Q1 202322
Quadrant Private Wealth Management, LLC 1840.17%0.21%0.28%Q1 2018Q3 202322
Vigilant Capital Management, LLC 1420.00%0.01%0.04%Q1 2014Q2 202322
Intersect Capital LLC 1720.06%0.43%0.72%Q4 2014Q2 202222
IPG Investment Advisors LLC 12100.06%0.15%0.48%Q3 2017Q3 202322
Baldwin Investment Management, LLC 22220.11%0.16%0.22%Q2 2018Q3 202322
RiverGlades Family Offices LLC 1441.92%2.75%3.60%Q4 2017Q3 202322
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 22220.03%0.06%0.14%Q2 2018Q3 202322
Parisi Gray Wealth Management 1910.30%0.39%0.62%Q4 2017Q3 202322
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 22220.20%0.26%0.34%Q2 2013Q3 201822
Sunbelt Securities, Inc. 810.03%0.13%0.25%Q4 2016Q3 202321
Rossmore Private Capital 1910.01%0.09%0.12%Q4 2017Q3 202321
Aspen Investment Management Inc 21210.14%0.27%0.44%Q3 2018Q3 202321
Homrich & Berg 21210.02%0.07%0.15%Q3 2016Q3 202121
OPPENHEIMER ASSET MANAGEMENT INC. 2010.01%0.02%0.04%Q1 2017Q4 202221
Newfound Research LLC 1011.11%2.69%5.98%Q4 2015Q3 202221
FIRST UNITED BANK & TRUST 21210.16%0.67%1.14%Q3 2018Q3 202321
Itau Unibanco Holding S.A. 1230.03%0.46%1.28%Q3 2016Q2 202321
Pinnacle Bancorp, Inc. 2010.06%0.11%0.17%Q1 2017Q3 202321
Merit Financial Group, LLC 1380.02%0.28%0.56%Q4 2017Q3 202321
Salomon & Ludwin, LLC 20200.00%6.68%8.48%Q4 2018Q3 202321
TRUSTCORE FINANCIAL SERVICES, LLC 21210.01%0.03%0.10%Q4 2017Q4 202221
McGuire Investment Group, LLC 21210.18%0.26%0.37%Q3 2018Q3 202321
FLPUTNAM INVESTMENT MANAGEMENT CO 21210.02%0.07%0.13%Q3 2018Q3 202321
First Command Financial Services, Inc. 1380.00%0.04%0.09%Q4 2016Q2 202321
OneDigital Investment Advisors LLC 1830.00%0.07%0.12%Q2 2017Q3 202321
Pacific Wealth Strategies Group, Inc. 21210.54%2.69%5.76%Q3 2018Q3 202321
First Command Bank 1380.00%0.04%0.09%Q4 2016Q2 202321
Virtu Financial LLC 610.01%0.51%1.41%Q2 2013Q2 202321
Integrated Wealth Concepts LLC 1920.17%0.90%1.81%Q2 2018Q3 202321
Neuberger Berman Group LLC 1910.00%0.00%0.00%Q1 2018Q3 202321
Kovitz Investment Group Partners, LLC 1740.02%0.04%0.06%Q1 2017Q3 202321
First Personal Financial Services 1010.00%0.03%0.04%Q4 2014Q3 202321
PFS INVESTMENTS INC. 21210.11%0.49%0.90%Q4 2017Q4 202221
Aveo Capital Partners, LLC 1920.09%1.04%2.53%Q2 2018Q3 202321
Asset Advisors Investment Management, LLC 21211.98%2.61%3.26%Q3 2018Q3 202321
Sound Income Strategies, LLC 1510.00%0.00%0.01%Q4 2017Q3 202321
SUN LIFE FINANCIAL INC 21210.11%4.46%11.23%Q3 2013Q3 201821
Burt Wealth Advisors 1220.04%0.05%0.06%Q1 2016Q3 202321
ASSET ADVISORS CORP 21210.14%0.94%2.22%Q2 2013Q2 201821
Bruderman Asset Management, LLC 1720.01%0.48%1.31%Q1 2015Q4 202121
Versant Capital Management, Inc 21210.01%0.02%0.04%Q4 2018Q4 202321
Chanos & Co LP 1080.05%1.85%11.66%Q1 2016Q3 202021
Cordasco Financial Network 21210.01%0.09%0.25%Q2 2017Q2 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.09%0.37%0.55%Q3 2018Q3 202321
Fieldpoint Private Securities, LLC 2010.09%0.12%0.18%Q1 2017Q2 202221
COMMERZBANK AKTIENGESELLSCHAFT /FI 1320.00%0.04%0.20%Q3 2013Q1 202021
W.G. Shaheen & Associates DBA Whitney & Co 21210.01%0.12%0.20%Q3 2018Q3 202321
Foundations Investment Advisors, LLC 1830.16%1.70%9.28%Q2 2018Q3 202321
INNEALTA CAPITAL, LLC 20203.10%7.69%11.34%Q4 2018Q3 202320
Bouchey Financial Group Ltd 20200.06%0.18%0.53%Q4 2018Q3 202320
Blue Fin Capital, Inc. 20200.11%0.22%0.47%Q4 2018Q3 202320
MONECO Advisors, LLC 20200.28%0.60%1.00%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.25%0.33%0.41%Q4 2018Q3 202320
American Portfolios Advisors 20200.11%0.18%0.41%Q4 2017Q3 202220
BB&T SECURITIES, LLC 20200.01%0.34%1.34%Q4 2014Q3 201920
Dorsey & Whitney Trust CO LLC 1640.05%0.08%0.16%Q4 2013Q3 202320
Nikulski Financial, Inc. 1820.11%0.17%0.20%Q2 2018Q3 202320
CYPRESS ASSET MANAGEMENT INC/TX 20200.10%0.24%0.86%Q2 2018Q1 202320
Aspire Private Capital, LLC 20200.04%0.97%3.20%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.05%0.21%0.34%Q4 2018Q3 202320
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 17170.01%0.41%1.02%Q2 2017Q2 202120
Ellis Investment Partners, LLC 20200.10%0.16%0.33%Q4 2018Q3 202320
WealthBridge Capital Management, LLC 20200.20%0.29%0.38%Q4 2018Q3 202320
JNBA Financial Advisors 1190.00%0.01%0.07%Q4 2014Q3 202320
BAHL & GAYNOR INC 20200.04%0.05%0.05%Q2 2013Q1 201820
Alpha Cubed Investments, LLC 20200.03%0.05%0.15%Q4 2018Q3 202320
Magnus Financial Group LLC 20200.25%0.40%0.91%Q4 2018Q3 202320
Stratos Wealth Advisors, LLC 20200.32%0.50%0.92%Q4 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.34%1.20%2.26%Q4 2018Q3 202320
Zurich Insurance Group Ltd/FI 1610.05%0.26%0.37%Q3 2015Q3 202320
Heritage Wealth Advisors 20200.00%0.16%0.46%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.20%0.41%1.44%Q4 2018Q3 202320
TELEMUS CAPITAL, LLC 20200.02%0.06%0.13%Q4 2018Q3 202320
Busey Bank 20200.04%0.06%0.13%Q4 2018Q3 202320
VAUGHAN DAVID INVESTMENTS LLC/IL 20200.02%0.03%0.04%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.06%0.09%Q4 2018Q3 202320
9258 Wealth Management, LLC 20200.49%0.72%1.20%Q4 2018Q3 202320
HL FINANCIAL SERVICES LLC 20200.01%0.08%0.16%Q2 2014Q1 201920
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.28%0.86%1.83%Q4 2014Q3 201920
Prestige Wealth Management Group LLC 20200.03%1.43%3.67%Q4 2018Q3 202320
Truvestments Capital LLC 1520.02%0.25%0.52%Q2 2018Q3 202320
Cypress Capital Group 1910.04%0.25%0.69%Q3 2018Q3 202320
KG&L Capital Management,LLC 20200.28%0.38%0.50%Q4 2018Q3 202320
WealthOne, LLC 20200.22%2.59%4.46%Q4 2018Q3 202320
MAIRS & POWER INC 1910.00%0.01%0.02%Q3 2018Q3 202320
Sepio Capital, LP 20200.79%2.46%7.23%Q4 2018Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.08%0.38%0.65%Q4 2018Q3 202320
Rothschild Capital Partners, LLC 1811.34%3.48%5.78%Q3 2016Q3 202320
Ascent Wealth Partners, LLC 1820.04%0.11%0.14%Q1 2018Q3 202320
Next Capital Management LLC 20200.15%0.31%0.52%Q4 2018Q3 202320
Dougherty Wealth Advisers LLC 20200.10%0.12%0.20%Q4 2018Q3 202320
YorkBridge Wealth Partners, LLC 1110.06%0.08%0.13%Q4 2016Q2 202220
TrinityPoint Wealth, LLC 20201.00%1.43%1.77%Q4 2018Q3 202320
Meridian Wealth Advisors, LLC 20200.70%1.21%2.00%Q4 2018Q3 202320
SIMON QUICK ADVISORS, LLC 1040.00%0.04%0.07%Q3 2017Q3 202320
Delta Investment Management, LLC 20200.12%0.26%0.75%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.12%0.27%0.61%Q4 2018Q3 202320
Robertson Stephens Wealth Management, LLC 20201.16%2.92%8.36%Q4 2018Q3 202320
State of Tennessee, Treasury Department 1820.14%1.25%1.98%Q3 2013Q3 202320
Old North State Trust, LLC 1280.16%0.27%0.45%Q3 2018Q3 202320
Cresset Asset Management, LLC 20200.01%0.07%0.30%Q4 2018Q3 202320
SEI INVESTMENTS CO 1370.00%0.00%0.01%Q3 2015Q3 202320
Eukles Asset Management 20200.00%0.01%0.02%Q4 2018Q3 202320
MOTCO 950.00%0.01%0.02%Q2 2013Q3 202320
THRIVENT FINANCIAL FOR LUTHERANS 1910.00%0.03%0.09%Q3 2017Q3 202320
Archer Investment Corp 20200.01%0.09%0.14%Q4 2018Q3 202320
Allred Capital Management, LLC 20200.15%0.51%1.21%Q4 2018Q3 202320
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 1110.02%0.09%0.19%Q2 2013Q4 201919
Princeton Global Asset Management LLC 19190.05%0.12%0.22%Q1 2019Q3 202319
CRA Financial Services, LLC 19190.10%0.13%0.17%Q1 2019Q3 202319
ELEMENT POINTE ADVISORS, LLC 19190.19%0.45%0.93%Q1 2019Q3 202319
Evolution Wealth Advisors, LLC 1635.64%8.70%12.92%Q4 2018Q3 202319
Western Wealth Management, LLC 1180.06%0.50%0.88%Q4 2018Q3 202319
Trek Financial, LLC 19190.69%2.24%3.71%Q1 2019Q3 202319
LIBERTY WEALTH MANAGEMENT LLC 1630.02%0.07%0.14%Q4 2018Q3 202319
Advisors Capital Management, LLC 1450.01%0.01%0.02%Q4 2018Q3 202319
RDA Financial Network 19190.12%0.23%0.32%Q1 2019Q3 202319
Joseph P. Lucia & Associates, LLC 19190.88%2.60%3.28%Q1 2019Q3 202319
First National Bank of South Miami 19190.88%1.15%1.48%Q4 2018Q2 202319
Rockefeller Capital Management L.P. 19190.00%0.23%0.51%Q1 2019Q3 202319
Fulcrum Equity Management 1720.11%1.72%4.68%Q4 2018Q3 202319
CX Institutional 19190.00%0.72%1.09%Q1 2019Q3 202319
Chicago Partners Investment Group LLC 1450.00%0.09%0.14%Q3 2017Q3 202319
MYCIO WEALTH PARTNERS, LLC 1180.01%0.02%0.07%Q1 2014Q4 201919
SILVERCREST ASSET MANAGEMENT GROUP LLC 1010.00%0.01%0.10%Q3 2015Q3 202319
Keudell/Morrison Wealth Management 19190.59%0.97%1.30%Q1 2019Q3 202319
CREDIT AGRICOLE S A 910.00%0.09%0.38%Q1 2014Q3 202319
Intercontinental Wealth Advisors, LLC 1040.01%0.08%0.14%Q1 2017Q2 202319
Clearstead Trust, LLC 1090.04%0.07%0.10%Q4 2018Q3 202319
TSFG, LLC 19190.88%2.63%3.59%Q1 2019Q3 202319
PUTNAM INVESTMENTS LLC 710.02%0.06%0.10%Q3 2014Q2 202219
Crestwood Advisors Group, LLC 19190.01%0.03%0.06%Q1 2019Q3 202319
GenTrust, LLC 1270.03%0.20%0.28%Q3 2018Q3 202319
BENJAMIN EDWARDS INC 19190.02%0.17%0.58%Q1 2019Q3 202319
PFG Advisors 19190.06%0.24%0.80%Q1 2019Q3 202319
Advisory Alpha, LLC 1720.05%3.34%6.78%Q4 2018Q3 202319
DENVER INVESTMENT ADVISORS LLC 19190.01%0.02%0.04%Q3 2013Q1 201819
Private Wealth Advisors, Inc. 1710.09%0.16%0.30%Q2 2013Q4 202019
Vivaldi Capital Management LP 19190.08%0.18%0.28%Q1 2019Q3 202319
Lenox Wealth Management, Inc. 19190.01%0.03%0.07%Q4 2015Q2 202019
AGF Investments LLC 19190.00%10.69%23.49%Q1 2018Q3 202219
Brouwer & Janachowski, LLC 19190.07%0.08%0.10%Q1 2016Q3 202019
BRINKER CAPITAL INC 1710.01%0.64%1.24%Q4 2013Q2 202019
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 19191.61%2.22%3.24%Q1 2019Q3 202319
NWI MANAGEMENT LP 1410.08%0.22%0.71%Q2 2015Q2 202219
Financial Insights, Inc. 1810.92%1.95%2.93%Q4 2018Q3 202319
Lavaca Capital LLC 1510.01%0.51%1.67%Q4 2018Q3 202319
ALTFEST L J & CO INC 1540.04%0.15%0.52%Q2 2018Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.01%0.01%0.02%Q3 2018Q3 202319
Rampart Investment Management Company, LLC 610.02%2.38%8.24%Q4 2014Q2 202019
Ruggie Capital Group 1310.69%1.86%2.75%Q4 2014Q3 202019
Stelac Advisory Services LLC 1810.03%0.06%0.12%Q2 2014Q3 202319
SUMMIT FINANCIAL GROUP, INC. 19190.09%0.14%0.21%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.04%0.06%0.09%Q1 2019Q3 202319
APPLETON PARTNERS INC/MA 19190.04%0.09%0.15%Q2 2019Q4 202319
Family Firm, Inc. 19190.09%0.13%0.19%Q1 2019Q3 202319
Bellecapital International Ltd. 19190.12%0.18%0.26%Q1 2019Q3 202319
ENTERPRISE FINANCIAL SERVICES CORP 19190.04%0.11%0.18%Q4 2017Q2 202219
ALERUS FINANCIAL NA 19190.03%1.71%4.46%Q1 2019Q3 202319
Hudock, Inc. 19190.00%0.02%0.12%Q2 2018Q4 202219
D L CARLSON INVESTMENT GROUP INC 1110.04%0.10%0.46%Q2 2017Q3 202319
LEAVELL INVESTMENT MANAGEMENT, INC. 19190.02%0.03%0.06%Q1 2019Q3 202319
RWA WEALTH PARTNERS, LLC 1410.01%0.02%0.04%Q1 2017Q3 202319
Cranbrook Wealth Management, LLC 19190.02%0.62%1.23%Q1 2019Q3 202319
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1720.06%0.29%0.60%Q4 2017Q3 202219
NATIXIS ADVISORS, L.P. 910.01%0.10%0.26%Q2 2013Q2 202319
Balentine LLC 1210.00%0.00%0.01%Q3 2015Q3 202319
Alexandria Capital, LLC 1810.00%0.01%0.03%Q2 2013Q2 201919
Cerity Partners LLC 1610.02%0.06%0.09%Q1 2017Q3 202319
Shulman DeMeo Asset Management LLC 1180.68%1.01%1.81%Q4 2018Q3 202319
Stonebridge Capital Advisors LLC 18180.01%0.02%0.04%Q2 2019Q3 202318
WELCH CAPITAL PARTNERS LLC/NY 1410.06%0.30%2.04%Q1 2018Q3 202318
HANSEATIC MANAGEMENT SERVICES INC 1530.00%0.04%0.41%Q2 2013Q3 202318
COZAD ASSET MANAGEMENT INC 1410.05%0.07%0.12%Q3 2018Q3 202318
CEDAR HILL ASSOCIATES, LLC 1310.04%1.52%3.15%Q2 2013Q4 201818
Global Wealth Management Investment Advisory, Inc. 1620.06%0.07%0.13%Q4 2018Q3 202318
Patten Group, Inc. 1710.07%0.12%0.21%Q4 2014Q2 201918
Private Ocean, LLC 1710.00%0.02%0.04%Q3 2018Q3 202318
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1210.51%3.05%8.27%Q3 2015Q3 202118
Doyle Wealth Management 18180.04%0.06%0.07%Q2 2018Q3 202218
BRAUN STACEY ASSOCIATES INC 1130.01%0.01%0.02%Q2 2013Q3 202318
MBM Wealth Consultants, LLC 18180.03%0.04%0.05%Q4 2018Q1 202318
Barnett & Company, Inc. 1440.01%0.02%0.11%Q1 2016Q1 202118
WESTWOOD HOLDINGS GROUP INC 820.00%0.01%0.02%Q2 2015Q3 202318
Redhawk Wealth Advisors, Inc. 18180.19%1.90%5.80%Q2 2019Q3 202318
Fragasso Group Inc. 1710.04%0.13%0.40%Q4 2015Q4 202318
Bison Wealth, LLC 1610.03%0.16%0.31%Q4 2015Q3 202318
Secure Asset Management, LLC 16160.03%1.73%3.93%Q4 2019Q3 202318
Clearstead Advisors, LLC 18180.02%0.04%0.07%Q2 2019Q3 202318
M Holdings Securities, Inc. 1210.06%0.22%0.44%Q2 2017Q1 202318
Financial Gravity Asset Management, Inc. 810.00%0.12%0.60%Q1 2018Q3 202318
Advocacy Wealth Management Services, LLC 1610.00%0.01%0.03%Q2 2013Q3 202218
Vestmark Advisory Solutions, Inc. 18181.20%1.61%2.09%Q1 2019Q2 202318
HM PAYSON & CO 18180.00%0.00%0.01%Q2 2019Q3 202318
Hillswick Asset Management, LLC 181819.73%22.95%26.69%Q4 2014Q1 201918
Realta Investment Advisors 1440.03%0.32%0.50%Q1 2019Q3 202318
Act Two Investors LLC 1260.05%1.56%4.20%Q4 2018Q3 202318
FIRST FOUNDATION ADVISORS 1410.01%0.02%0.05%Q4 2013Q3 202318
Private Capital Group, LLC 18180.02%0.04%0.07%Q4 2017Q1 202218
Prime Capital Investment Advisors, LLC 18180.00%0.13%0.46%Q2 2019Q3 202318
GAMCO INVESTORS, INC. ET AL 18180.01%0.02%0.03%Q2 2019Q3 202318
Integrated Advisors Network LLC 16160.00%0.26%0.62%Q4 2019Q3 202318
Cedar Brook Financial Partners, LLC 1410.06%0.10%0.16%Q4 2018Q3 202318
Commonwealth Equity Services, Inc 18180.11%0.16%0.20%Q2 2013Q3 201718
NATIONAL PLANNING CORP 18180.05%0.17%0.32%Q2 2013Q3 201718
Steinberg Global Asset Management 18181.20%2.42%3.25%Q4 2014Q1 201918
Advanced Asset Management Advisors Inc 1620.01%0.02%0.08%Q1 2018Q3 202318
Jacobus Wealth Management, Inc. 18180.08%0.10%0.13%Q2 2013Q3 201718
Semmax Financial Advisors Inc. 1710.00%0.03%0.17%Q4 2018Q3 202318
WOODSTOCK CORP 18180.04%0.04%0.06%Q3 2019Q4 202318
Horan Securities, Inc. 710.00%0.01%0.13%Q3 2016Q2 202318
ELCO Management Co., LLC 18180.15%0.36%0.46%Q2 2019Q3 202318
UBS AG 660.00%0.06%0.19%Q2 2013Q3 201418
Sharkey, Howes & Javer 1710.22%0.34%0.47%Q1 2015Q3 202318
NIXON PEABODY TRUST CO 18180.14%0.20%0.38%Q2 2019Q3 202318
Vantage Investment Advisors, LLC 18180.01%0.03%0.05%Q2 2014Q3 201818
XR Securities LLC 710.00%0.11%1.26%Q4 2017Q3 202318
DAVIDSON & GARRARD INC 18180.07%0.23%0.29%Q2 2013Q3 201718
RETIREMENT INCOME SOLUTIONS, INC 18180.10%0.42%0.64%Q2 2019Q3 202318
SVB WEALTH LLC 18180.06%0.08%0.12%Q2 2019Q3 202318
Strategic Blueprint, LLC 1440.08%0.27%1.18%Q4 2018Q3 202318
BKS ADVISORS, LLC 17172.22%2.53%2.97%Q1 2015Q1 201917
JACKSON SQUARE CAPITAL, LLC 16160.00%0.18%0.25%Q4 2019Q3 202317
WEALTH ADVISORS, INC. 15150.01%0.57%0.94%Q1 2020Q3 202317
USA FINANCIAL FORMULAS 930.05%0.14%0.25%Q4 2017Q3 202317
Freestone Capital Holdings, LLC 17170.01%0.05%0.11%Q3 2019Q3 202317
ZEKE CAPITAL ADVISORS, LLC 1610.02%0.04%0.08%Q3 2018Q4 202217
RATIONAL ADVISORS LLC 910.04%0.25%1.17%Q1 2009Q3 202317
Riverpoint Wealth Management Holdings, LLC 1610.01%0.40%0.65%Q4 2017Q4 202217
Narwhal Capital Management 17170.35%0.43%0.54%Q3 2019Q3 202317
GRIMES & COMPANY, INC. 17170.19%1.12%3.87%Q3 2019Q3 202317
Concert Wealth Management Inc. 17170.26%0.36%0.70%Q2 2013Q2 201717
Parkside Financial Bank & Trust 1310.02%0.06%0.23%Q3 2015Q2 202317
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1310.00%0.00%0.00%Q4 2016Q3 202317
Mitsubishi UFJ Asset Management (UK) Ltd. 1610.54%3.53%5.74%Q4 2018Q3 202317
GIRARD PARTNERS LTD. 1610.01%0.16%0.59%Q3 2018Q3 202317
Independent Advisor Alliance 1310.01%0.05%0.23%Q1 2017Q3 202317
WFG Advisors, LP 17170.04%0.17%0.45%Q2 2013Q2 201717
Flaharty Asset Management, LLC 820.04%0.86%4.61%Q1 2017Q3 202317
Avestar Capital, LLC 970.03%0.12%0.22%Q4 2017Q1 202217
S. R. Schill & Associates 1520.16%0.77%2.73%Q4 2014Q3 202317
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1610.00%0.02%0.03%Q3 2013Q3 202317
NOMURA ASSET MANAGEMENT CO LTD 810.00%0.01%0.03%Q4 2017Q3 202317
J. Goldman & Co LP 1310.05%0.43%1.58%Q3 2017Q3 202317
BTR CAPITAL MANAGEMENT INC 1610.04%0.06%0.23%Q4 2015Q3 202217
Bogart Wealth, LLC 1120.00%0.28%0.76%Q4 2016Q3 202317
Strategic Wealth Partners, Ltd. 810.00%0.05%0.14%Q4 2017Q1 202317
DEARBORN PARTNERS LLC 1410.01%0.05%0.08%Q2 2013Q3 202317
LAZARD ASSET MANAGEMENT LLC 1250.00%0.01%0.06%Q2 2013Q3 202317
Banco Santander, S.A. 910.00%0.07%0.14%Q1 2018Q3 202317
Ranch Capital Advisors Inc. 17170.66%0.89%1.40%Q3 2019Q3 202317
Hubbell Strickland Wealth Management, LLC 17170.23%0.29%0.34%Q3 2019Q3 202317
HBW ADVISORY SERVICES LLC 17170.48%1.15%2.26%Q3 2019Q3 202317
NOVARE CAPITAL MANAGEMENT LLC 1430.03%0.53%1.57%Q1 2017Q3 202317
Williams Jones Wealth Management, LLC. 17170.03%0.04%0.05%Q3 2019Q3 202317
Aries Wealth Management 1160.16%0.21%0.28%Q2 2019Q3 202317
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1611.34%3.92%9.48%Q4 2017Q3 202317
Crewe Advisors LLC 820.00%0.05%0.20%Q4 2017Q3 202317
NIPPON LIFE INSURANCE CO 1520.99%2.71%4.33%Q3 2016Q4 202017
WT Wealth Management 17170.17%0.56%1.27%Q3 2019Q3 202317
BALDWIN BROTHERS LLC/MA 1210.00%0.00%0.01%Q1 2016Q4 202317
Bedel Financial Consulting, Inc. 17170.03%0.06%0.08%Q1 2018Q1 202217
BRANDYWINE OAK PRIVATE WEALTH LLC 1510.02%0.09%0.14%Q4 2018Q3 202317
6 Meridian 17170.21%0.36%0.57%Q4 2017Q4 202117
Midwest Professional Planners, LTD. 920.01%0.78%2.39%Q4 2017Q3 202317
Acorn Wealth Advisors, LLC 1430.05%1.54%2.21%Q4 2017Q3 202317
Q3 Asset Management 810.81%4.96%10.89%Q4 2017Q3 202317
Altium Wealth Management LLC 17170.04%0.13%0.46%Q2 2018Q2 202217
Virtu KCG Holdings LLC 16160.01%0.04%0.12%Q3 2013Q2 201717
GABLES CAPITAL MANAGEMENT INC. 17170.04%0.04%0.08%Q2 2018Q2 202217
AJ WEALTH STRATEGIES, LLC 1250.04%0.11%0.15%Q4 2018Q2 202317
Beacon Pointe Advisors, LLC 1610.04%0.08%0.15%Q2 2019Q3 202317
MISSION WEALTH MANAGEMENT, LP 17170.03%0.06%0.07%Q3 2019Q3 202317
Bank Pictet & Cie (Europe) AG 1010.03%1.00%2.79%Q4 2013Q3 201817
Stuart Chaussee & Associates, Inc. 1410.01%2.03%13.03%Q4 2015Q3 202317
V Wealth Advisors LLC 1510.04%0.12%0.22%Q2 2017Q3 202317
Aptus Capital Advisors, LLC 16160.00%0.19%2.70%Q4 2019Q3 202317
InterOcean Capital Group, LLC 12120.00%2.86%4.57%Q4 2020Q3 202317
HARBOR INVESTMENT ADVISORY, LLC 16160.06%0.10%0.16%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.01%0.02%0.06%Q4 2019Q3 202316
StrongBox Wealth, LLC 16160.16%0.23%0.41%Q1 2020Q4 202316
Venture Visionary Partners LLC 16160.12%0.31%0.43%Q4 2019Q3 202316
Stockman Wealth Management, Inc. 16160.14%0.38%1.21%Q4 2019Q3 202316
EPG Wealth Management LLC 16160.86%1.39%2.01%Q4 2019Q3 202316
AMG National Trust Bank 16160.02%0.29%0.43%Q4 2019Q3 202316
Equitable Holdings, Inc. 16162.35%3.08%4.12%Q4 2019Q3 202316
Disciplined Investments, LLC 16160.45%0.67%0.93%Q4 2019Q3 202316
Blue Zone Wealth Advisors, LLC 16160.30%0.94%1.66%Q4 2019Q3 202316
Wagner Wealth Management, LLC 1240.02%0.08%0.19%Q4 2017Q3 202316
Ionic Capital Management LLC 730.01%0.06%0.17%Q2 2013Q2 201716
BALLAST ADVISORS LLC 16160.02%0.03%0.06%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.00%0.21%0.58%Q4 2019Q3 202316
GILL CAPITAL PARTNERS, LLC 16160.10%0.15%0.19%Q1 2020Q4 202316
HBK Sorce Advisory LLC 16160.02%0.03%0.06%Q4 2019Q3 202316
55I, LLC 16160.24%0.78%1.67%Q4 2018Q3 202216
PETERSON WEALTH MANAGEMENT 16160.68%3.99%6.63%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.27%0.62%1.24%Q4 2019Q3 202316
BARINGS LLC 1240.00%0.04%0.12%Q2 2013Q3 202116
PATTON ALBERTSON MILLER GROUP, LLC 970.10%0.33%0.56%Q2 2013Q3 202316
STEPH & CO 16160.01%0.02%0.04%Q4 2019Q3 202316
Seven Springs Wealth Group, LLC 16160.02%0.61%0.78%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.04%0.06%0.08%Q4 2019Q3 202316
Knuff & Co LLC 16160.03%0.05%0.06%Q4 2019Q3 202316
Faithward Advisors, LLC 16160.00%0.01%0.07%Q4 2019Q3 202316
SteelPeak Wealth, LLC 16160.11%0.30%0.50%Q4 2019Q3 202316
American Institute for Advanced Investment Management, LLP 16160.47%0.71%0.81%Q4 2019Q3 202316
LYELL WEALTH MANAGEMENT, LP 16160.07%0.12%0.18%Q4 2019Q3 202316
Alpine Global Management, LLC 310.03%0.73%4.21%Q2 2014Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.28%0.40%0.48%Q4 2019Q3 202316
ALTERNA WEALTH MANAGEMENT, INC 882.14%3.19%5.94%Q1 2019Q3 202316
Mattern Wealth Management LLC 16160.51%1.20%3.49%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.02%0.45%1.92%Q4 2019Q3 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.10%0.18%0.32%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16160.02%0.15%0.58%Q4 2019Q3 202316
TWO SIGMA ADVISERS, LP 810.00%0.22%0.51%Q3 2014Q3 202316
Sageworth Trust Co 16160.01%0.01%0.01%Q2 2019Q1 202316
Iowa State Bank 810.05%0.13%0.21%Q1 2018Q4 202216
HARRELL INVESTMENT PARTNERS, LLC 16163.67%4.63%6.33%Q4 2019Q3 202316
Windsor Wealth Management, Inc. 16160.08%0.21%0.34%Q1 2018Q4 202116
Grove Bank & Trust 1110.02%0.72%1.49%Q4 2015Q3 202316
Bay Harbor Wealth Management, LLC 16160.00%0.30%1.01%Q4 2018Q3 202216
Fusion Capital, LLC 16160.20%0.26%0.34%Q4 2019Q3 202316
Jackson Hole Capital Partners, LLC 1330.01%0.07%0.13%Q2 2019Q3 202316
Optas, LLC 16160.44%0.66%0.79%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.31%0.85%1.34%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.14%0.20%0.25%Q4 2019Q3 202316
Benchmark Financial Wealth Advisors, LLC 16160.18%0.55%1.20%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.16%0.39%0.54%Q4 2019Q3 202316
A. D. Beadell Investment Counsel, Inc. 910.16%0.24%0.44%Q2 2013Q2 202316
SPRENG CAPITAL MANAGEMENT, INC. 16162.84%3.51%3.96%Q4 2019Q3 202316
One Charles Private Wealth Services, LLC 1210.00%2.19%3.37%Q4 2019Q3 202316
Laidlaw Wealth Management LLC 16160.58%1.00%1.63%Q4 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.05%0.11%0.28%Q4 2019Q3 202316
KFA Private Wealth Group, LLC 16160.47%0.62%0.79%Q4 2019Q3 202316
Leicht Financial Planning & Wealth Management, Inc. 16160.18%5.89%9.85%Q4 2019Q3 202316
Beacon Financial Advisory LLC 16160.28%0.40%0.50%Q4 2019Q3 202316
ROVIN CAPITAL /UT/ /ADV 16160.47%1.54%2.86%Q4 2019Q3 202316
Oldfather Financial Services, LLC 16160.18%0.22%0.27%Q4 2019Q3 202316
Bryn Mawr Capital Management, LLC 16160.16%0.74%1.22%Q4 2019Q3 202316
XML Financial, LLC 16160.16%0.27%0.45%Q4 2019Q3 202316
LUCAS CAPITAL MANAGEMENT 830.17%1.02%2.19%Q2 2016Q4 202016
SkyOak Wealth, LLC 16161.56%2.12%3.24%Q4 2019Q3 202316
Altshuler Shaham Ltd 1510.01%0.04%0.07%Q4 2018Q4 202216
Dana Investment Advisors, Inc. 1420.01%0.02%0.03%Q3 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16161.42%2.78%4.35%Q4 2019Q3 202316
CAPSTONE ASSET MANAGEMENT CO 16160.03%0.05%0.12%Q3 2013Q2 201716
AlphaCore Capital LLC 16160.01%0.16%1.17%Q4 2019Q3 202316
Kore Private Wealth LLC 16162.43%2.89%3.69%Q4 2018Q3 202216
Cedar Mountain Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Anfield Capital Management, LLC 16162.31%5.89%8.89%Q4 2019Q3 202316
LPWM LLC 16160.43%0.65%0.92%Q4 2019Q3 202316
FAS Wealth Partners, Inc. 16160.00%0.03%0.05%Q4 2019Q3 202316
Heartwood Wealth Advisors LLC 16160.39%1.14%3.25%Q4 2019Q3 202316
DAVIS R M INC 1510.01%0.01%0.03%Q1 2014Q3 202316
Bank of Marin 16162.34%2.99%3.94%Q4 2019Q3 202316
BRR OpCo, LLC 16160.04%0.47%0.80%Q4 2018Q3 202216
Relyea Zuckerberg Hanson LLC 16160.14%0.39%0.99%Q4 2019Q3 202316
DT Investment Partners, LLC 16160.06%0.12%0.15%Q4 2019Q3 202316
CONSOLIDATED CAPITAL MANAGEMENT, LLC 16160.51%0.59%0.70%Q1 2017Q4 202016
LifeSteps Financial, Inc. 16160.60%2.04%2.83%Q4 2019Q3 202316
Tidal Investments LLC 1510.02%0.09%0.30%Q2 2019Q2 202316
EVOKE WEALTH, LLC 1510.01%0.03%0.06%Q3 2019Q3 202316
Perennial Investment Advisors, LLC 16160.23%0.32%0.42%Q4 2019Q3 202316
Coyle Financial Counsel LLC 1510.11%0.39%0.61%Q4 2013Q1 201816
Apexium Financial, LP 1410.45%1.22%2.33%Q4 2019Q3 202315
EVERETT HARRIS & CO /CA/ 15150.01%0.01%0.01%Q1 2020Q3 202315
ARCADIA INVESTMENT MANAGEMENT CORP/MI 15150.00%0.10%0.23%Q1 2020Q3 202315
VICTORY CAPITAL MANAGEMENT INC 610.00%0.04%0.12%Q2 2016Q3 202315
BOSTON ADVISORS LLC 910.01%0.01%0.02%Q4 2014Q3 201915
PARK AVENUE SECURITIES LLC 1320.01%0.10%0.29%Q1 2019Q3 202315
AGRAN LIBBIE 15150.49%0.54%0.66%Q2 2013Q4 201615
SENTINEL TRUST CO LBA 810.12%0.26%0.31%Q2 2013Q3 202315
HIGH POINT BANK & TRUST CO 15150.03%0.04%0.06%Q2 2013Q4 201615
STRATEGY ASSET MANAGERS LLC 15150.07%0.14%0.31%Q1 2020Q3 202315
OXFORD FINANCIAL GROUP, LTD. LLC 15150.00%0.01%0.06%Q1 2020Q3 202315
EVERGREEN CAPITAL MANAGEMENT LLC 960.01%0.03%0.06%Q2 2019Q3 202315
WRAPMANAGER INC 1010.07%0.34%3.01%Q3 2012Q3 202015
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
Stellar Capital Management, LLC 15150.25%0.36%0.44%Q4 2016Q2 202015
LEVIN CAPITAL STRATEGIES, L.P. 1410.00%0.01%0.08%Q2 2013Q1 202215
Numeric Investors LLC 1210.01%0.05%0.13%Q2 2013Q4 201715
TWIN FOCUS CAPITAL PARTNERS, LLC 1410.08%0.31%2.04%Q4 2019Q3 202315
PEAK6 Group LLC 510.00%0.01%0.03%Q1 2014Q2 201715
J.W. COLE ADVISORS, INC. 870.71%1.06%1.64%Q4 2019Q3 202315
MSI Financial Services Inc 15150.27%0.37%0.52%Q2 2013Q4 201615
CAPSTONE INVESTMENT ADVISORS, LLC 310.00%0.23%1.20%Q2 2013Q3 202315
Bluefin Trading, LLC 410.00%0.07%0.73%Q4 2015Q4 201715
Weatherstone Capital Management 1210.09%0.71%1.47%Q2 2014Q1 201915
BAROMETER CAPITAL MANAGEMENT INC. 510.01%0.22%0.94%Q4 2013Q3 202315
Visionary Asset Management, Inc. 910.01%0.36%0.64%Q2 2013Q4 201815
Spruce Investment Advisors LLC 15154.03%7.43%12.72%Q2 2014Q4 201715
Samalin Investment Counsel, LLC 1410.17%0.36%0.52%Q4 2019Q3 202315
Polaris Wealth Advisory Group, LLC 510.00%1.36%2.98%Q4 2013Q4 202115
LifePlan Financial Group, Inc 1140.00%0.05%0.13%Q2 2013Q3 202015
Waldron Private Wealth LLC 15150.29%0.34%0.41%Q1 2020Q3 202315
Grassi Investment Management 1410.34%0.51%0.58%Q1 2019Q3 202315
WINTON GROUP Ltd 960.01%0.92%2.25%Q4 2019Q3 202315
FormulaFolio Investments, LLC 1320.01%0.09%0.47%Q4 2016Q2 202115
AlphaStar Capital Management, LLC 15150.18%1.99%3.88%Q1 2020Q3 202315
First PREMIER Bank 15150.00%0.11%0.27%Q1 2020Q3 202315
Darwin Wealth Management, LLC 15150.06%3.25%5.80%Q1 2020Q3 202315
HOME FEDERAL BANK OF TENNESSEE 740.08%0.09%0.11%Q4 2017Q3 202315
Laurel Wealth Advisors, Inc. 15150.06%0.50%1.20%Q2 2019Q4 202215
OSAIC HOLDINGS, INC. 15150.20%0.30%0.42%Q1 2020Q3 202315
Advisor Group, Inc. 15150.12%0.21%0.30%Q2 2016Q4 201915
Delphi Private Advisors LLC 15150.04%0.15%0.65%Q4 2015Q2 201915
Qube Research & Technologies Ltd 1010.01%0.52%5.70%Q1 2018Q3 202315
Investors Research Corp 15150.00%0.01%0.04%Q1 2020Q3 202315
Solstein Capital, LLC 1030.00%0.69%2.19%Q4 2019Q3 202315
F3Logic, LLC 1140.05%0.51%0.87%Q1 2019Q4 202215
USAdvisors Wealth Management, LLC 15150.25%0.90%1.81%Q1 2020Q3 202315
Retirement Group, LLC 1410.09%0.11%0.15%Q4 2019Q3 202315
Full Sail Capital, LLC 15150.03%0.18%0.47%Q1 2020Q3 202315
TOWNSQUARE CAPITAL LLC 640.01%0.06%0.20%Q4 2018Q3 202315
SlateStone Wealth, LLC 1410.04%0.06%0.08%Q4 2019Q3 202315
Gladstone Institutional Advisory LLC 15150.08%0.63%1.48%Q1 2020Q3 202315
Inscription Capital, LLC 1320.00%0.44%1.01%Q4 2018Q1 202315
Core Wealth Advisors, Inc. 15150.02%0.46%3.35%Q1 2020Q3 202315
TRANSCEND CAPITAL ADVISORS, LLC 960.65%1.05%1.52%Q4 2019Q3 202315
Tranquility Partners, LLC 1410.12%0.21%0.41%Q4 2019Q3 202315
Sound View Wealth Advisors Group, LLC 1410.06%0.24%0.51%Q4 2019Q3 202315
Graypoint LLC 15150.99%2.49%4.47%Q1 2020Q3 202315
CERTUITY, LLC 15150.65%1.16%1.59%Q1 2020Q3 202315
MADISON WEALTH MANAGEMENT 1410.06%0.08%0.09%Q4 2019Q3 202315
SENTINEL PENSION ADVISORS INC 15150.09%0.12%0.14%Q1 2020Q3 202315
Texas Capital Bank Wealth Management Services Inc 1410.03%1.37%4.38%Q4 2019Q3 202315
Rosenberg Matthew Hamilton 15150.05%0.07%0.10%Q1 2020Q3 202315
Invst, LLC 15150.04%0.14%0.28%Q3 2017Q1 202115
Gray Wealth Management Inc. 15150.16%0.30%0.40%Q1 2020Q3 202315
FIDUCIARY TRUST CO 15150.01%0.02%0.05%Q1 2020Q3 202315
SEARLE & CO. 15150.34%0.50%0.58%Q1 2020Q3 202315
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.00%0.04%0.07%Q4 2018Q3 202115
Cornerstone Capital, Inc. 1320.03%0.04%0.08%Q2 2015Q3 202315
HIGHLAND CAPITAL MANAGEMENT, LLC 1320.01%0.02%0.02%Q2 2015Q3 202315
INVESTMENT ADVISORY SERVICES INC /TX /ADV 1050.98%1.30%1.61%Q4 2019Q3 202315
PACIFIC SUN FINANCIAL CORP 610.73%1.34%1.83%Q1 2018Q2 202315
Connor, Clark & Lunn Investment Management Ltd. 950.03%0.11%0.18%Q1 2014Q3 201714
NOTTINGHAM ADVISORS, INC. 1110.05%1.16%2.15%Q2 2014Q2 202014
Austin Private Wealth, LLC 14140.07%0.09%0.14%Q2 2020Q3 202314
Canton Hathaway, LLC 1220.02%0.68%0.95%Q1 2019Q3 202314
Mariner Wealth Advisors-Cincinnati, LLC 1220.40%1.63%3.44%Q4 2014Q3 201814
Diligent Investors, LLC 14140.12%0.13%0.16%Q2 2020Q3 202314
Fortis Advisors, LLC 830.00%0.01%0.02%Q1 2017Q3 202314
ACIMA PRIVATE WEALTH, LLC 14140.57%0.77%0.99%Q4 2018Q1 202214
LBA Wealth Management, LLC 14140.05%0.16%0.25%Q4 2013Q1 201714
JMG Financial Group, Ltd. 14140.02%0.08%0.11%Q2 2020Q3 202314
Atlas Private Wealth Advisors 14140.28%0.33%0.43%Q2 2020Q3 202314
HARVEY CAPITAL MANAGEMENT INC 14140.13%0.17%0.21%Q2 2020Q3 202314
Waverly Advisors, LLC 730.01%0.13%0.25%Q1 2017Q3 202314
Guidance Point Advisors, LLC 14140.11%0.12%0.14%Q2 2020Q3 202314
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14140.00%0.00%0.02%Q2 2020Q3 202314
BADGLEY PHELPS & BELL INC 610.01%0.02%0.04%Q4 2014Q2 202114
American Financial Advisors, LLC 14140.06%0.09%0.13%Q2 2020Q3 202314
Lehman & Derafelo Financial Resources LLC 1220.01%0.01%0.01%Q4 2018Q3 202214
Geneva Advisors, LLC 14140.00%0.01%0.09%Q1 2014Q2 201714
Ameraudi Asset Management, Inc. 771.98%3.59%5.16%Q4 2019Q3 202314
Emery Howard Portfolio Management, Inc. 1220.04%0.08%0.16%Q2 2018Q4 202114
E&G Advisors, LP 14140.30%0.53%0.80%Q2 2020Q3 202314
TIFF ADVISORY SERVICES, LLC 610.65%5.47%20.78%Q3 2017Q3 202314
JANICZEK WEALTH MANAGEMENT, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Pensionmark Financial Group, LLC 14140.20%0.26%0.29%Q2 2020Q3 202314
1607 Capital Partners, LLC 1040.08%0.44%0.81%Q4 2017Q3 202214
Ackerman Capital Advisors, LLC 14140.11%0.16%0.26%Q2 2020Q3 202314
Wealthspire Advisors, L.P. 14140.01%0.01%0.02%Q4 2015Q1 201914
NORTHSTAR WEALTH PARTNERS LLC 14140.22%0.50%1.08%Q1 2017Q2 202014
APPLETON GROUP, LLC 820.22%0.50%1.71%Q1 2019Q2 202314
Capital Asset Advisory Services LLC 1220.02%0.05%0.26%Q4 2019Q3 202314
Global Financial Private Capital, Inc 14140.00%0.98%1.99%Q1 2017Q2 202014
UBS ASSET MANAGEMENT AMERICAS INC 1210.00%0.05%0.07%Q4 2016Q3 202214
Clear Perspective Advisors, LLC 770.09%0.13%0.30%Q4 2016Q4 202114
Royal Fund Management, LLC 14140.00%0.00%0.01%Q4 2016Q1 202014
SHUFRO ROSE & CO LLC 14140.02%0.03%0.03%Q2 2020Q3 202314
HRT FINANCIAL LP 310.02%0.83%8.02%Q1 2016Q3 202314
Jaffetilchin Investment Partners, LLC 1220.04%0.22%0.42%Q2 2018Q3 202314
CWA Asset Management Group, LLC 710.00%0.05%0.26%Q4 2015Q3 202314
Global Trust Asset Management, LLC 1010.01%0.18%0.84%Q4 2017Q3 202314
GeoWealth Management, LLC 14141.02%1.38%2.17%Q2 2020Q3 202314
VIRIDIAN RIA, LLC 520.08%2.77%4.49%Q1 2018Q1 202214
WILLIAMS JONES & ASSOCIATES LLC 14140.00%0.02%0.03%Q1 2016Q2 201914
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 14143.06%3.85%4.92%Q3 2014Q4 201714
PROFFITT & GOODSON INC 14140.03%0.04%0.05%Q2 2020Q3 202314
J.Safra Asset Management Corp 1220.12%7.20%17.49%Q4 2015Q3 202314
DIVIDEND ASSETS CAPITAL, LLC 14140.01%0.03%0.04%Q2 2020Q3 202314
First Capital Advisors Group, LLC. 910.64%1.01%1.72%Q4 2016Q2 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.01%0.02%0.05%Q2 2013Q3 201614
MGO ONE SEVEN LLC 1110.00%0.10%0.16%Q4 2017Q3 202314
360 Financial, Inc. 1310.15%0.27%0.41%Q4 2019Q2 202314
CAPITAL INSIGHT PARTNERS, LLC 14140.86%1.62%2.39%Q2 2020Q3 202314
CVA Family Office, LLC 14140.01%0.09%0.29%Q1 2020Q2 202314
Chevy Chase Trust Holdings, LLC 610.00%0.00%0.01%Q4 2015Q3 202314
Campbell Wealth Management 14140.03%0.05%0.06%Q2 2020Q3 202314
Summit Place Financial Advisors, LLC 14140.26%0.65%1.85%Q2 2020Q3 202314
INVESTMENT CENTERS OF AMERICA INC 1310.06%0.10%0.29%Q2 2013Q3 201714
HMS Capital Management, LLC 410.13%0.42%1.61%Q3 2018Q3 202314
Crescent Grove Advisors, LLC 910.01%0.12%0.25%Q4 2017Q3 202313
BECK MACK & OLIVER LLC 850.01%0.01%0.02%Q2 2013Q2 202113
ROCKY MOUNTAIN ADVISERS, LLC 13130.07%0.17%0.25%Q3 2020Q3 202313
FIRST FINANCIAL CORP /IN/ 13130.03%0.32%0.39%Q2 2013Q2 201613
StrategIQ Financial Group, LLC 850.04%0.08%0.12%Q3 2016Q3 202313
KANALY TRUST CO 13130.01%0.02%0.05%Q4 2013Q4 201613
McKinley Carter Wealth Services, Inc. 1210.02%0.30%1.74%Q1 2018Q3 202313
TRUST CO OF OKLAHOMA 13130.09%0.12%0.14%Q3 2020Q3 202313
Rikoon Group, LLC 13130.18%0.22%0.25%Q1 2018Q1 202113
MILLIE CAPITAL MANAGEMENT, LLC 13130.32%1.32%2.18%Q4 2014Q4 201713
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.16%0.20%0.26%Q3 2020Q3 202313
PRICE T ROWE ASSOCIATES INC /MD/ 1210.00%0.00%0.01%Q2 2013Q3 202313
Berkshire Bank 13130.24%0.31%0.37%Q3 2020Q3 202313
Regent Peak Wealth Advisors LLC 13130.12%0.15%0.18%Q3 2020Q3 202313
Menard Financial Group LLC 13130.52%1.12%2.19%Q3 2020Q3 202313
Invesco Ltd. 730.00%0.00%0.00%Q2 2013Q1 202213
Elevated Capital Advisors, LLC 510.56%0.66%0.82%Q1 2019Q3 202313
Aurora Private Wealth, Inc. 1210.10%0.19%0.26%Q4 2019Q1 202313
Key FInancial Inc 1210.01%0.04%0.11%Q1 2020Q3 202313
FOSTER & MOTLEY INC 13130.02%0.02%0.03%Q2 2020Q2 202313
AFAM CAPITAL, INC. 1010.12%0.61%1.04%Q2 2014Q2 201813
TOMPKINS FINANCIAL CORP 850.00%0.11%0.22%Q4 2019Q4 202313
Hexagon Capital Partners LLC 13130.11%0.13%0.16%Q3 2020Q3 202313
Cornerstone Advisors, LLC 13130.22%0.72%1.93%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.24%0.36%0.59%Q3 2020Q3 202313
Astor Investment Management LLC 1030.00%2.06%6.56%Q2 2017Q2 202213
TFC Financial Management, Inc. 13130.04%0.05%0.07%Q3 2020Q3 202313
Continuum Advisory, LLC 13130.13%0.17%0.22%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.30%0.45%0.66%Q3 2020Q3 202313
Lindbrook Capital, LLC 850.01%0.13%0.39%Q2 2020Q3 202313
Carl P. Sherr & Co., LLC 1030.16%0.24%0.39%Q4 2019Q3 202313
Advisory Resource Group 1210.06%0.38%0.87%Q4 2018Q3 202313
Maltin Wealth Management, Inc. 13130.36%0.46%0.75%Q3 2020Q3 202313
BOK Financial Private Wealth, Inc. 1210.02%0.02%0.04%Q3 2016Q3 202313
Virtus Fund Advisers, LLC 13130.01%0.01%0.01%Q2 2014Q2 201713
Camarda Financial Advisors, LLC 1110.02%4.68%9.82%Q1 2014Q2 202313
Founders Financial Alliance, LLC 13130.28%0.41%0.51%Q3 2020Q3 202313
BOOTHBAY FUND MANAGEMENT, LLC 310.01%0.16%0.35%Q3 2015Q3 202313
Principle Wealth Partners LLC 1210.01%0.14%0.21%Q2 2020Q3 202313
SII INVESTMENTS INC/WI 13130.03%0.07%0.18%Q3 2014Q3 201713
Archford Capital Strategies, LLC 13130.00%0.01%0.01%Q1 2014Q1 201713
CreativeOne Wealth, LLC 13130.03%0.17%0.53%Q3 2020Q3 202313
Winthrop Advisory Group LLC 13130.07%0.10%0.15%Q3 2020Q3 202313
West Branch Capital LLC 13130.03%0.07%0.16%Q3 2020Q3 202313
Cornell Pochily Investment Advisors, Inc. 13130.15%0.21%0.34%Q3 2020Q3 202313
ExodusPoint Capital Management, LP 1010.00%0.11%0.53%Q4 2018Q3 202313
GPS Wealth Strategies Group, LLC 13130.11%0.41%0.85%Q3 2020Q3 202313
Maryland Capital Management 13130.02%0.03%0.04%Q3 2019Q3 202213
Kendall Capital Management 13130.12%0.15%0.19%Q3 2020Q3 202313
Larson Financial Group LLC 13130.00%0.07%0.32%Q3 2020Q3 202313
Nan Shan Life Insurance Co., Ltd. 720.11%0.31%0.56%Q2 2015Q1 202313
Boston Trust Walden Corp 13130.00%0.00%0.01%Q3 2020Q3 202313
Veracity Capital LLC 810.09%0.22%0.61%Q4 2019Q3 202313
Pratt Collard Advisory Partners LLC 1030.17%0.21%0.25%Q1 2018Q2 202113
QVR LLC 430.01%0.86%3.24%Q4 2017Q4 201913
Blankinship & Foster, LLC 13130.12%0.13%0.14%Q3 2020Q3 202313
WealthTrust Axiom LLC 13130.07%0.09%0.10%Q3 2020Q3 202313
Investors Capital Advisory Services 13130.15%0.38%0.92%Q2 2013Q2 201613
Pacific Center for Financial Services 1030.00%0.03%0.07%Q2 2020Q3 202313
ALBION FINANCIAL GROUP /UT 1010.01%0.02%0.03%Q2 2017Q3 202313
ASPIRIANT, LLC 13130.02%0.02%0.03%Q3 2020Q3 202313
Symmetry Partners, LLC 820.25%0.72%1.53%Q3 2018Q4 202313
Perennial Advisors, LLC 910.01%0.03%0.03%Q4 2016Q2 202113
Meridian Wealth Management, LLC 13130.09%0.21%0.29%Q3 2020Q3 202313
Welch Group, LLC 710.01%0.06%0.36%Q4 2015Q3 202313
USCA RIA LLC 850.05%0.17%0.37%Q2 2017Q2 202113
Garrison Asset Management, LLC 710.10%0.13%0.17%Q3 2018Q3 202313
K2 PRINCIPAL FUND, L.P. 510.04%1.62%6.02%Q1 2015Q2 202113
FORESTERS ASSET MANAGEMENT INC. 13130.07%0.09%0.10%Q2 2016Q2 201913
Phoenix Holdings Ltd. 940.02%0.03%0.07%Q2 2020Q3 202313
WINTRUST INVESTMENTS LLC 810.04%0.31%1.71%Q2 2018Q3 202313
FLOW TRADERS U.S. LLC 410.02%0.23%0.52%Q3 2016Q3 202313
Trexquant Investment LP 1010.02%0.12%0.39%Q3 2019Q2 202313
SevenBridge Financial Group, LLC 13130.02%0.02%0.03%Q2 2016Q2 201913
Hall Kathryn A. 13131.16%1.46%1.86%Q3 2020Q3 202313
Live Your Vision, LLC 1110.00%0.01%0.04%Q3 2015Q1 201912
Physician Wealth Advisors, Inc. 12120.06%0.07%0.09%Q4 2020Q3 202312
Financial Avengers, Inc. 12120.01%0.03%0.04%Q4 2020Q3 202312
OSTERWEIS CAPITAL MANAGEMENT INC 12120.02%0.03%0.04%Q4 2020Q3 202312
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12120.01%0.04%0.16%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.40%1.14%2.68%Q4 2020Q3 202312
FOUNDERS FINANCIAL SECURITIES LLC 12120.06%0.72%1.56%Q4 2020Q3 202312
FACTORY MUTUAL INSURANCE CO 12120.69%1.32%2.26%Q4 2020Q3 202312
Goepper Burkhardt LLC 12120.20%0.24%0.28%Q4 2020Q3 202312
STRATEGIC WEALTH MANAGEMENT INC 12120.65%2.76%8.81%Q1 2013Q4 201512
PERSONAL CFO SOLUTIONS, LLC 720.21%0.39%0.85%Q3 2019Q3 202312
NatWest Group plc 12120.03%0.11%0.31%Q2 2013Q1 201612
Regent Investment Management LLC 1110.10%0.12%0.20%Q4 2015Q4 202212
Elk River Wealth Management, LLC 12120.44%0.60%0.80%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.04%0.06%0.08%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.00%0.02%0.04%Q4 2020Q3 202312
High Note Wealth, LLC 12124.76%5.57%6.58%Q4 2020Q3 202312
MATRIX PRIVATE CAPITAL GROUP LLC 12120.02%0.33%0.59%Q4 2020Q3 202312
NorthRock Partners, LLC 12120.02%0.03%0.07%Q4 2020Q3 202312
PETTYJOHN, WOOD & WHITE, INC 12120.08%0.26%0.37%Q4 2020Q3 202312
Burleson & Company, LLC 12120.32%0.43%0.85%Q1 2020Q4 202212
Cottage Street Advisors LLC 710.20%0.33%0.72%Q1 2017Q3 202312
BlueCrest Capital Management Ltd 710.02%0.32%1.73%Q3 2015Q3 202312
MOORE CAPITAL MANAGEMENT, LP 510.01%0.26%1.01%Q3 2013Q1 202212
Stearns Financial Services Group 930.00%0.02%0.07%Q1 2016Q3 202012
Virtus Investment Advisers, Inc. 610.05%9.02%16.65%Q3 2013Q4 201612
Fountainhead AM, LLC 12120.10%0.15%0.22%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.10%0.24%0.58%Q4 2020Q3 202312
VESTOR CAPITAL, LLC 12120.02%0.02%0.02%Q4 2020Q3 202312
IBERIABANK CORP 12120.81%1.91%2.41%Q3 2017Q2 202012
Allianz Asset Management GmbH 810.00%0.00%0.01%Q1 2016Q4 202112
Wealth Advisory Solutions, LLC 520.26%0.30%0.40%Q4 2019Q1 202312
Modera Wealth Management, LLC 12120.02%0.02%0.04%Q4 2020Q3 202312
Game Plan Financial Advisors, LLC 1020.35%0.86%1.37%Q4 2019Q4 202212
Tradition Wealth Management, LLC 12120.11%0.15%0.22%Q4 2020Q3 202312
Savant Capital, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
One River Asset Management, LLC 440.20%2.79%11.59%Q4 2022Q3 202312
WNY Asset Management, LLC 12120.62%1.02%1.48%Q4 2020Q3 202312
MMA ASSET MANAGEMENT LLC 12121.37%1.52%1.80%Q4 2020Q3 202312
Intellectus Partners, LLC 660.01%0.08%0.15%Q2 2017Q2 202012
Zions Bancorporation, N.A. 750.01%0.03%0.11%Q4 2018Q1 202212
Hudson Value Partners, LLC 12120.48%0.61%0.69%Q4 2020Q3 202312
Altus Wealth Group LLC 12120.18%1.75%5.01%Q4 2020Q3 202312
Horrell Capital Management, Inc. 12120.02%0.05%0.07%Q4 2020Q3 202312
OLD MISSION CAPITAL LLC 410.01%0.18%0.86%Q2 2017Q2 202212
White Lighthouse Investment Management Inc. 610.06%0.11%0.16%Q4 2017Q3 202312
Berman Capital Advisors, LLC 12120.03%0.04%0.05%Q4 2018Q3 202112
PARTHENON LLC 12120.04%0.05%0.10%Q4 2020Q3 202312
Icon Wealth Partners, LLC 510.00%0.06%0.17%Q4 2017Q3 202312
Center for Financial Planning, Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
MORGAN JESS S & CO INC 12121.48%1.71%2.02%Q4 2019Q3 202212
Fort Point Capital Partners LLC 910.00%0.14%0.22%Q2 2020Q3 202312
Horizon Investments, LLC 1010.08%0.38%2.64%Q1 2019Q3 202312
CABANA LLC 610.02%2.51%9.97%Q4 2017Q2 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.05%0.07%0.11%Q4 2020Q3 202312
Diversified, LLC 12120.08%0.17%0.26%Q4 2020Q3 202312
CAPE COD FIVE CENTS SAVINGS BANK 12120.03%0.07%0.12%Q4 2020Q3 202312
BAKER BOYER NATIONAL BANK 710.16%0.47%1.43%Q2 2017Q2 202312
Argent Trust Co 12120.03%0.04%0.09%Q4 2020Q3 202312
JFS WEALTH ADVISORS, LLC 910.00%0.27%0.49%Q4 2015Q3 202312
David J Yvars Group 12120.56%1.52%7.03%Q4 2020Q3 202312
Lebenthal Global Advisors, LLC 12120.22%0.42%0.69%Q4 2020Q3 202312
NewEdge Wealth, LLC 12120.22%0.42%1.24%Q4 2020Q3 202312
Crestone Asset Management LLC 12120.21%1.56%5.04%Q4 2020Q3 202312
Source Financial Advisors LLC 12120.44%0.49%0.58%Q4 2020Q3 202312
Constitution Capital LLC 12121.11%1.54%2.21%Q4 2020Q3 202312
Ten Capital Wealth Advisors, LLC 12120.14%1.81%6.04%Q3 2020Q2 202312
Oxler Private Wealth LLC 12120.18%0.21%0.25%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.30%0.44%0.69%Q4 2020Q3 202312
FundX Investment Group, LLC 1020.18%1.45%3.15%Q4 2015Q4 202112
Occidental Asset Management, LLC 930.10%0.46%0.94%Q2 2016Q3 202312
ALLIANCEBERNSTEIN L.P. 710.00%0.00%0.01%Q3 2013Q3 202312
CAPITAL ADVISORS INC/OK 12120.02%0.03%0.05%Q4 2020Q3 202312
DFPG INVESTMENTS, LLC 530.05%0.20%0.69%Q4 2018Q3 202312
Golden State Wealth Management, LLC 930.19%0.27%0.41%Q1 2019Q1 202212
Signature Wealth Management Partners, LLC 12120.67%0.70%0.78%Q4 2020Q3 202312
COLTON GROOME FINANCIAL ADVISORS, LLC 12120.18%0.39%0.97%Q4 2020Q3 202312
Ameritas Investment Company, LLC 12120.11%0.32%0.63%Q4 2018Q3 202112
Round Rock Advisors, LLC 12121.13%1.96%2.88%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.62%0.73%0.85%Q4 2020Q3 202312
Gleason Group, Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
Tamar Securities, LLC 1113.09%4.28%5.49%Q2 2020Q3 202312
Frisch Financial Group, Inc. 12120.14%0.17%0.27%Q4 2020Q3 202312
Olympiad Research LP 12120.16%2.02%4.53%Q4 2019Q3 202212
SOA Wealth Advisors, LLC. 12120.03%0.06%0.10%Q4 2020Q3 202312
UNITED BANK 12120.09%0.10%0.11%Q4 2020Q3 202312
Millburn Ridgefield Corp 12120.00%0.01%0.01%Q2 2020Q1 202312
Sunflower Bank, N.A. 12120.15%0.21%0.25%Q4 2020Q3 202312
Sandbox Financial Partners, LLC 12120.24%0.33%0.60%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.08%0.09%0.10%Q4 2020Q3 202312
Sowa Financial Group, Inc. 12120.69%0.94%1.13%Q4 2019Q3 202212
TrueWealth Advisors, LLC 12120.14%0.23%0.35%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.04%0.06%0.13%Q4 2020Q3 202312
Journey Advisory Group, LLC 12120.89%1.87%2.57%Q4 2020Q3 202312
Paradigm Financial Partners, LLC 12120.09%0.10%0.14%Q2 2019Q1 202212
Bank Julius Baer & Co. Ltd, Zurich 660.00%0.01%0.02%Q1 2020Q3 202312
Personal Wealth Partners 12120.10%0.17%0.24%Q2 2019Q1 202212
Personal Capital Advisors Corp 12120.01%0.01%0.02%Q1 2020Q4 202212
Antonetti Capital Management LLC 610.00%1.41%3.53%Q2 2010Q3 202312
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 12120.08%0.10%0.12%Q4 2015Q3 201812
IBEX WEALTH ADVISORS 1010.05%0.27%0.35%Q4 2016Q4 202212
Intrua Financial, LLC 12120.46%1.92%2.79%Q2 2020Q1 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.03%0.06%Q2 2013Q1 201612
Main Street Financial Solutions, LLC 12120.13%0.17%0.19%Q4 2020Q3 202312
Capital Planning LLC 12121.44%1.63%1.88%Q4 2020Q3 202312
Landsberg, Bennett, & Dubbaneh LLC 12120.12%0.79%1.74%Q4 2018Q3 202112
Vontobel Holding Ltd. 12120.00%0.01%0.01%Q4 2020Q3 202312
Avion Wealth 12120.02%0.03%0.03%Q4 2020Q3 202312
Strategic Investment Advisors / MI 520.08%0.33%0.46%Q4 2018Q1 202212
Beaumont Capital Management, LLC 12120.61%5.53%9.65%Q4 2020Q3 202312
Oxinas Partners Wealth Management LLC 12120.75%0.84%1.05%Q4 2020Q3 202312
Gemmer Asset Management LLC 11110.01%0.01%0.03%Q3 2019Q1 202211
Crew Capital Management, Ltd. 11111.15%1.91%4.91%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.01%0.01%0.02%Q4 2020Q2 202311
Kaizen Financial Strategies 920.88%0.99%1.32%Q4 2020Q3 202311
Lumature Wealth Partners, LLC 11111.63%2.26%2.93%Q4 2020Q2 202311
Insight Advisors, LLC/ PA 830.05%0.10%0.14%Q4 2020Q3 202311
KENNICOTT CAPITAL MANAGEMENT LLC 11113.51%3.93%4.51%Q1 2021Q3 202311
Clarity Financial LLC 922.34%4.01%5.73%Q4 2020Q3 202311
Bradley & Co. Private Wealth Management, LLC 11110.13%0.15%0.18%Q1 2021Q3 202311
Colonial River Wealth Management, LLC 830.84%1.53%2.63%Q4 2020Q3 202311
Sovereign Financial Group, Inc. 11110.10%0.12%0.15%Q1 2021Q3 202311
Tacita Capital Inc 11110.18%0.25%0.29%Q1 2021Q3 202311
Koss-Olinger Consulting, LLC 11110.11%0.20%0.34%Q1 2021Q3 202311
SkyView Investment Advisors, LLC 11110.01%0.49%0.96%Q1 2021Q3 202311
Alaethes Wealth LLC 11110.33%0.40%0.66%Q1 2021Q3 202311
Van Hulzen Asset Management, LLC 520.02%0.84%2.07%Q1 2020Q3 202311
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1010.20%0.34%0.42%Q4 2020Q3 202311
Spire Wealth Management 11110.27%0.35%0.54%Q1 2021Q3 202311
Rollins Financial 830.28%0.57%0.93%Q4 2020Q3 202311
Piscataqua Savings Bank 11110.02%0.02%0.02%Q1 2021Q3 202311
UNIVEST FINANCIAL Corp 510.08%0.63%2.25%Q4 2013Q3 202311
SUMITOMO MITSUI FINANCIAL GROUP, INC. 610.00%1.54%3.32%Q2 2018Q2 202311
LINCOLN CAPITAL CORP 620.12%0.54%3.04%Q2 2018Q3 202311
PhaseCapital LP 710.17%5.15%12.90%Q1 2015Q3 201811
TUDOR INVESTMENT CORP ET AL 610.01%0.03%0.09%Q3 2019Q3 202311
THOMPSON DAVIS & CO., INC. 1010.00%0.05%0.53%Q2 2015Q4 202111
Clean Yield Group 1010.03%0.08%0.10%Q4 2020Q3 202311
Peak Asset Management, LLC 830.10%0.12%0.18%Q4 2014Q3 201711
WHITENER CAPITAL MANAGEMENT, INC. 520.04%0.08%0.14%Q4 2017Q3 202311
Pinnacle Summer Investments, Inc. 11110.01%0.69%2.19%Q2 2013Q4 201511
Aft, Forsyth & Sober, LLC 11110.01%0.01%0.01%Q2 2013Q4 201511
Shinko Asset Management Co., Ltd. 11110.09%0.38%0.93%Q1 2014Q3 201611
Kepos Capital LP 620.05%1.71%5.42%Q4 2017Q4 202011
HANCOCK WHITNEY CORP 710.02%0.06%0.23%Q4 2014Q3 202311
SIMMONS FIRST TRUST CO NA 11110.49%0.97%1.57%Q2 2013Q4 201511
Schneider Downs Wealth Management Advisors, LP 11110.07%0.10%0.16%Q1 2021Q3 202311
Smith, Salley & Associates 830.02%0.02%0.03%Q3 2020Q3 202311
DRW Securities, LLC 310.01%0.09%0.19%Q3 2014Q3 202311
YHB Investment Advisors, Inc. 11110.02%0.02%0.03%Q1 2021Q3 202311
QCI ASSET MANAGEMENT INC/NY 11110.00%0.00%0.00%Q3 2017Q1 202011
ASSET MANAGEMENT CORP /IL/ /ADV 11110.15%0.21%0.27%Q2 2020Q4 202211
EQUITABLE TRUST CO 830.04%0.08%0.11%Q2 2020Q3 202311
MARIETTA INVESTMENT PARTNERS LLC 11110.14%0.18%0.21%Q2 2013Q4 201511
Cohen Klingenstein LLC 11110.01%0.02%0.02%Q1 2019Q3 202111
Quantitative Investment Management, LLC 210.12%0.80%2.28%Q3 2013Q3 202311
Narus Financial Partners, LLC 740.97%1.51%2.26%Q4 2016Q3 202311
RITHOLTZ WEALTH MANAGEMENT 910.01%0.03%0.04%Q2 2020Q3 202311
Financial Engines Advisors L.L.C. 740.00%0.02%0.05%Q1 2020Q3 202311
Capital Investment Counsel, Inc 810.00%0.00%0.01%Q4 2019Q3 202311
TRUEWEALTH LLC 11110.00%0.04%0.10%Q4 2017Q2 202011
Formidable Asset Management, LLC 11110.03%0.04%0.05%Q3 2013Q1 201611
Sanctuary Wealth Management, L.L.C. 1010.01%0.29%0.53%Q3 2018Q3 202311
Column Capital Advisors, LLC 11110.51%0.69%0.84%Q1 2021Q3 202311
Lucia Wealth Services, LLC 11110.05%0.12%0.18%Q1 2018Q3 202011
Point72 Middle East FZE 440.01%0.03%0.05%Q4 2022Q3 202311
D. E. Shaw & Co., Inc. 310.00%0.01%0.03%Q1 2016Q3 202311
Rice Partnership, LLC 710.00%0.02%0.09%Q2 2019Q3 202311
JGP Wealth Management, LLC 11110.04%0.05%0.06%Q1 2021Q3 202311
Independent Portfolio Consultants, Inc. 830.03%0.04%0.06%Q2 2014Q2 201711
EWG Elevate Inc. 620.08%1.36%3.31%Q4 2019Q3 202311
Outlook Wealth Advisors, LLC 1010.11%0.23%1.10%Q4 2018Q3 202311
Timber Hill LLC 510.00%0.77%4.55%Q2 2014Q1 201811
GUGGENHEIM CAPITAL LLC 810.00%0.03%0.09%Q2 2013Q4 201611
Enterprise Bank & Trust Co 11110.10%0.13%0.16%Q2 2019Q4 202111
Bremer Bank National Association 1010.03%0.39%0.57%Q1 2019Q3 202211
PSI Advisors, LLC 1010.08%0.10%0.21%Q4 2019Q3 202311
Frontier Wealth Management LLC 530.01%0.05%0.08%Q4 2014Q2 202211
Marcum Wealth, LLC 11110.22%0.31%0.43%Q1 2021Q3 202311
ORSER CAPITAL MANAGEMENT, LLC 11110.32%0.39%0.52%Q4 2019Q2 202211
TBH Global Asset Management, LLC 920.05%0.11%0.14%Q4 2019Q3 202311
1900 WEALTH MANAGEMENT LLC 11110.05%0.08%0.10%Q1 2021Q3 202311
Capstone Financial Advisors, Inc. 550.06%0.11%0.19%Q3 2017Q1 202011
Banque Cantonale Vaudoise 830.01%0.03%0.06%Q3 2020Q3 202311
Loveless Wealth Management LLC 11111.64%2.38%2.85%Q4 2019Q2 202211
Capital Square, LLC 710.14%0.19%0.27%Q1 2020Q2 202311
BANK PICTET & CIE (ASIA) LTD 830.31%0.80%1.78%Q3 2014Q2 201711
AMJ Financial Wealth Management 11110.19%0.61%1.36%Q4 2019Q2 202211
PBMares Wealth Management LLC 11110.13%0.19%0.29%Q1 2021Q3 202311
Total Clarity Wealth Management, Inc. 910.04%0.14%0.34%Q4 2019Q3 202311
Eudaimonia Partners, LLC 740.02%0.04%0.07%Q2 2020Q3 202311
TIAA CREF TRUST CO FSB/MO 910.01%0.01%0.02%Q1 2014Q1 201710
Global X Management CO LLC 320.02%0.11%0.31%Q4 2014Q2 201810
Main Street Research LLC 730.03%0.05%0.07%Q1 2018Q3 202010
Private Advisory Group LLC 410.08%0.56%1.26%Q1 2017Q3 202310
Glenview Trust Co 640.01%0.06%0.10%Q1 2021Q3 202310
ROTHSCHILD INVESTMENT LLC /IL 810.02%0.05%0.06%Q3 2016Q4 202110
Delos Wealth Advisors, LLC 10100.03%0.09%0.27%Q2 2021Q3 202310
Parkside Investments, LLC 910.23%0.72%1.11%Q3 2017Q1 202010
HARBOUR INVESTMENTS, INC. 640.14%0.18%0.26%Q1 2021Q3 202310
Advisor Resource Council 10100.66%1.95%2.71%Q2 2021Q3 202310
KAYS FINANCIAL ADVISORY CORP /ADV 10101.83%2.42%2.97%Q2 2018Q3 202010
San Luis Wealth Advisors LLC 911.53%4.27%8.64%Q4 2020Q3 202310
Latitude Advisors, LLC 10100.17%0.64%1.59%Q2 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.35%0.67%0.95%Q4 2020Q3 202310
Oliver Luxxe Assets LLC 10100.18%0.59%0.77%Q1 2016Q2 201810
SCHAFER CULLEN CAPITAL MANAGEMENT INC 310.00%0.03%0.08%Q4 2013Q4 202010
Columbus Macro, LLC 510.06%0.75%2.55%Q4 2017Q1 202310
Almanack Investment Partners, LLC. 730.02%0.03%0.06%Q2 2019Q1 202210
NORTHWEST INVESTMENT COUNSELORS, LLC 610.01%0.02%0.04%Q3 2019Q3 202310
Vishria Bird Financial Group, LLC 730.12%0.13%0.16%Q4 2020Q3 202310
Addison Advisors LLC 10100.00%0.13%0.20%Q2 2021Q3 202310
Lion Street Advisors, LLC 910.48%1.00%3.24%Q4 2019Q3 202310
ARROWGRASS CAPITAL PARTNERS (US) LP 320.04%0.11%0.31%Q2 2016Q4 201710
Corbenic Partners LLC 640.00%0.00%0.00%Q4 2015Q4 202110
Royal Harbor Partners, LLC 522.57%4.67%5.88%Q4 2019Q2 202310
Taylor Hoffman Wealth Management 910.05%0.05%0.06%Q4 2017Q2 202010
Maven Securities LTD 510.02%0.28%1.29%Q3 2019Q3 202310
Curtis Advisory Group, LLC 730.08%1.96%6.60%Q3 2020Q3 202310
Paragon Capital Management LLC 310.05%0.10%0.16%Q1 2015Q3 202310
SMITH HAYES Advisers, Inc 10100.08%0.16%0.34%Q4 2013Q1 201610
MONETA GROUP INVESTMENT ADVISORS LLC 820.00%0.01%0.04%Q2 2018Q3 202310
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10105.83%6.77%7.88%Q4 2017Q1 202010
Zhang Financial LLC 10100.08%0.12%0.18%Q2 2021Q3 202310
Ellevest, Inc. 10100.02%0.03%0.04%Q2 2021Q3 202310
Wealthfront Advisers LLC 10100.02%0.03%0.05%Q2 2021Q3 202310
Estabrook Capital Management 10100.01%0.01%0.01%Q2 2021Q3 202310
Tiller Private Wealth, Inc. 10100.74%3.89%5.70%Q2 2021Q3 202310
Cadence Wealth Management LLC 820.19%0.52%1.01%Q1 2021Q3 202310
Pallas Capital Advisors LLC 10100.06%0.16%0.53%Q2 2021Q3 202310
HFR Wealth Management, LLC 10100.10%0.12%0.14%Q2 2021Q3 202310
Blume Capital Management, Inc. 610.00%0.01%0.02%Q4 2014Q3 202310
WealthTrust Fairport, LLC 510.00%0.01%0.02%Q2 2013Q1 201910
HC FINANCIAL ADVISORS INC 10100.01%0.01%0.01%Q1 2020Q2 202210
PECONIC PARTNERS LLC 10100.14%0.52%1.18%Q4 2018Q1 202110
Sabal Trust CO 10100.57%0.64%0.70%Q2 2013Q3 201510
Activest Wealth Management 910.01%0.26%0.46%Q1 2021Q3 202310
Savior LLC 10100.00%0.02%0.04%Q4 2019Q1 202210
Global Strategic Investment Solutions, LLC 10100.01%0.04%0.06%Q2 2021Q3 202310
HOWLAND CAPITAL MANAGEMENT LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
WestHill Financial Advisors, Inc. 910.01%0.01%0.02%Q1 2021Q3 202310
CAXTON ASSOCIATES LP 310.12%1.02%1.58%Q3 2013Q4 202210
Cerebellum GP, LLC 910.09%0.24%0.30%Q4 2017Q2 202010
MidWestOne Financial Group, Inc. 10100.06%0.07%0.08%Q2 2021Q3 202310
Nadler Financial Group, Inc. 730.03%0.04%0.05%Q3 2020Q3 202310
Clear Harbor Asset Management, LLC 410.00%0.02%0.03%Q4 2019Q3 202310
Charles Schwab Trust Co 710.05%0.11%0.14%Q3 2019Q3 202310
Signature Financial Management, Inc. 10100.12%0.15%0.19%Q3 2016Q4 201810
Zions Bancorporation 610.00%0.08%0.20%Q1 2015Q3 201810
Mascoma Wealth Management LLC 910.01%0.02%0.02%Q1 2021Q3 202310
Accurate Wealth Management, LLC 10100.18%2.24%7.90%Q2 2021Q3 202310
Capital Bank & Trust Co 10100.00%0.00%0.01%Q4 2018Q1 202110
CLEAR STREET MARKETS LLC 210.00%0.06%0.18%Q4 2014Q3 202210
HORIZON FINANCIAL SERVICES, LLC 10101.36%1.87%2.41%Q2 2021Q3 202310
WealthTrust Asset Management, LLC 10100.37%0.53%0.67%Q2 2021Q3 202310
SpiderRock Advisors, LLC 820.02%0.07%0.16%Q1 2019Q3 202110
Lake Point Wealth Management 520.00%0.03%0.28%Q4 2018Q2 202210
PineBridge Investments, L.P. 10100.02%0.05%0.27%Q3 2019Q4 202110
Gratus Capital, LLC 10100.02%0.04%0.05%Q2 2021Q3 202310
Clarus Group, Inc. 730.16%0.22%0.26%Q4 2020Q3 202310
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 10100.01%0.05%0.13%Q2 2021Q3 202310
Loudon Investment Management, LLC 10103.00%3.68%4.24%Q2 2021Q3 202310
Wellington Shields & Co., LLC 820.06%0.10%0.11%Q1 2019Q1 202210
Parsec Financial Management, Inc. 10100.01%0.02%0.02%Q4 2020Q1 202310
Crosspoint Capital Strategies, LLC 550.00%0.03%0.14%Q4 2013Q3 201610
DELTA ASSET MANAGEMENT LLC/TN 640.00%0.00%0.00%Q3 2020Q3 202310
FORVIS Wealth Advisors, LLC 820.02%0.02%0.04%Q4 2020Q3 202310
Well Done, LLC 820.03%0.17%0.27%Q4 2018Q1 202210
Wealthspire Advisors, LLC 910.00%0.01%0.01%Q1 2021Q3 202310
Wealth Quarterback LLC 510.13%0.24%0.40%Q1 1987Q3 202310
Wechter Feldman Wealth Management, Inc. 10100.17%0.21%0.34%Q1 2017Q2 201910
Beirne Wealth Consulting Services, LLC 620.12%0.21%0.38%Q4 2018Q3 202310
One Capital Management, LLC 810.00%0.03%0.05%Q3 2014Q3 202310
ADVISOR PARTNERS LLC 10100.02%0.04%0.05%Q1 2020Q2 202210
Alphadyne Asset Management LP 310.02%3.19%8.21%Q4 2020Q3 202310
Measured Wealth Private Client Group, LLC 910.62%2.05%2.62%Q3 2017Q3 202310
ArchPoint Investors 10100.01%0.01%0.02%Q4 2018Q1 202110
CPWM, LLC 10100.04%0.07%0.16%Q2 2020Q3 202210
PUBLIC SECTOR PENSION INVESTMENT BOARD 410.04%0.11%0.49%Q1 2014Q3 202010
Flagship Private Wealth, LLC 730.19%0.35%0.86%Q4 2020Q2 202310
Legacy Financial Advisors, Inc. 620.01%0.02%0.05%Q4 2017Q3 202310
Bank of New Hampshire 10100.31%0.39%0.50%Q2 2021Q3 202310
CAMDEN NATIONAL BANK 10100.04%0.06%0.07%Q4 2019Q1 202210
Bollard Group LLC 990.00%0.09%0.17%Q3 2021Q3 20239
Altavista Wealth Management, Inc. 990.06%0.09%0.10%Q4 2019Q4 20219
Prostatis Group LLC 510.12%1.68%3.63%Q4 2019Q2 20239
ZACKS INVESTMENT MANAGEMENT 990.00%0.01%0.01%Q3 2021Q3 20239
Mizuho Bank, Ltd. 712.03%11.56%38.62%Q4 2014Q1 20199
Wall Capital Group, Inc. 6311.46%16.28%17.95%Q1 2017Q3 20239
BASSETT HARGROVE INVESTMENT COUNSEL, LLC 541.68%1.81%1.98%Q2 2021Q3 20239
American Money Management, LLC 990.12%0.15%0.19%Q3 2021Q3 20239
ASSET PLANNING SERVICES INC /LA/ /ADV 630.12%0.15%0.21%Q4 2020Q3 20239
Cerro Pacific Wealth Advisors LLC 812.12%3.40%4.78%Q4 2020Q1 20239
Curated Wealth Partners LLC 990.05%0.29%0.44%Q4 2020Q4 20229
Weaver Consulting Group 720.01%0.06%0.13%Q1 2019Q1 20229
Innova Wealth Partners 633.79%4.25%4.64%Q4 2020Q3 20239
Essex LLC 990.27%1.36%3.23%Q3 2021Q3 20239
Bellwether Advisors, LLC 630.15%6.12%15.96%Q4 2020Q3 20239
Gilman Hill Asset Management, LLC 630.08%0.09%0.12%Q1 2018Q2 20209
Autus Asset Management, LLC 810.04%0.04%0.06%Q3 2018Q1 20229
Stratos Investment Management, LLC 990.09%0.12%0.16%Q3 2021Q3 20239
ARS Wealth Advisors Group, LLC 992.20%3.01%3.81%Q3 2021Q3 20239
MBL Wealth, LLC 720.07%0.16%0.35%Q4 2020Q3 20239
Drexel Morgan & Co. 540.08%0.30%0.50%Q1 2018Q1 20219
Ninety One UK Ltd 990.00%0.00%0.00%Q2 2013Q2 20159
CAPITAL ONE FINANCIAL CORP 990.26%0.50%0.87%Q1 2020Q1 20229
626 Financial, LLC 811.68%2.08%2.57%Q1 2021Q3 20239
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 542.03%2.92%4.41%Q1 2021Q3 20239
Ciovacco Capital Management LLC 511.15%7.96%15.31%Q4 2020Q3 20239
Castleview Partners, LLC 810.00%0.05%0.18%Q2 2021Q3 20239
Soltis Investment Advisors LLC 810.03%0.10%0.40%Q3 2020Q3 20239
Carnick & Kubik, LLC 811.01%1.94%2.28%Q2 2013Q1 20169
TUCKER ASSET MANAGEMENT LLC 990.00%0.48%2.17%Q3 2021Q3 20239
Stonebridge Financial Planning Group, LLC 990.02%0.03%0.03%Q4 2019Q4 20219
WOLVERINE ASSET MANAGEMENT LLC 420.00%0.00%0.00%Q2 2013Q4 20159
PACIFIC FINANCIAL GROUP INC 810.24%1.70%3.46%Q2 2016Q3 20209
Legacy Private Trust Co. 540.03%0.09%0.24%Q3 2015Q3 20239
MBA Advisors LLC 720.13%0.46%1.04%Q1 2021Q2 20239
Financial Council Asset Management Inc 990.14%0.26%0.37%Q3 2021Q3 20239
GOFEN & GLOSSBERG LLC /IL/ 720.01%0.01%0.02%Q2 2013Q4 20229
PDT Partners, LLC 310.01%0.07%0.12%Q1 2014Q1 20189
Lloyd Advisory Services, LLC. 720.00%0.02%0.06%Q4 2019Q1 20229
Brown Miller Wealth Management, LLC 720.31%0.50%0.78%Q4 2020Q3 20239
Marathon Trading Investment Management LLC 210.00%0.05%0.21%Q2 2017Q3 20239
Independent Wealth Network Inc. 990.48%0.57%0.82%Q3 2021Q3 20239
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 993.14%3.51%4.08%Q3 2021Q3 20239
PITCAIRN CO 990.09%0.13%0.26%Q1 2021Q1 20239
Burns Matteson Capital Management, LLC 990.16%0.22%0.39%Q2 2021Q2 20239
FLAGSTAR ADVISORS INC 990.64%0.80%1.05%Q3 2021Q3 20239
HAMEL ASSOCIATES, INC. 990.13%0.65%1.04%Q4 2016Q4 20189
Claraphi Advisory Network, LLC 410.08%0.15%0.21%Q1 2018Q4 20219
DSC Advisors, L.P. 530.00%0.33%0.67%Q1 2014Q3 20169
Psagot Value Holdings Ltd. / (Israel) 990.30%0.52%0.74%Q3 2021Q3 20239
Hudson Capital Management LLC 990.41%0.65%1.16%Q3 2020Q3 20229
WHALEROCK POINT PARTNERS, LLC 990.36%0.39%0.44%Q3 2021Q3 20239
Hills Bank & Trust Co 990.02%0.03%0.04%Q2 2020Q2 20229
CITY NATIONAL BANK 630.05%0.09%0.19%Q2 2013Q3 20159
Bernardo Wealth Planning LLC 990.36%0.67%1.08%Q4 2018Q4 20209
Apollon Wealth Management, LLC 810.03%0.11%0.51%Q2 2020Q3 20239
SFMG, LLC 810.12%3.44%4.72%Q3 2013Q4 20159
Merriman Wealth Management, LLC 610.21%0.52%1.06%Q1 2016Q2 20199
Pettinga Financial Advisors LLC 720.07%0.53%1.79%Q4 2018Q1 20229
High Net Worth Advisory Group LLC 990.12%0.16%0.20%Q4 2021Q4 20239
Lenox Wealth Advisors, LLC 410.00%0.01%0.02%Q3 2013Q1 20229
PRW Wealth Management LLC 510.06%0.42%0.61%Q4 2018Q3 20239
Brand Asset Management Group, Inc. 990.03%0.05%0.07%Q1 2019Q1 20219
Graves Light Lenhart Wealth, Inc. 630.01%0.03%0.04%Q1 2021Q3 20239
ATHERTON LANE ADVISERS, LLC 990.02%0.02%0.02%Q4 2013Q4 20159
Badgley Phelps Wealth Managers, LLC 990.02%0.03%0.03%Q3 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.02%0.13%0.49%Q3 2021Q3 20239
Roberts Wealth Advisors, LLC 990.95%1.15%1.44%Q3 2021Q3 20239
SALEM INVESTMENT COUNSELORS INC 990.00%0.04%0.06%Q3 2021Q3 20239
LifePro Asset Management 990.17%0.57%1.17%Q2 2020Q2 20229
Selective Wealth Management, Inc. 810.02%0.08%0.16%Q4 2020Q2 20239
Stanford Investment Group, Inc. 990.02%0.02%0.02%Q4 2014Q4 20169
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 810.00%0.02%0.06%Q4 2019Q2 20239
Vickerman Investment Advisors, Inc. 997.69%9.99%11.76%Q3 2021Q3 20239
Centerpoint Advisors, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Thomasville National Bank 810.01%0.02%0.03%Q1 2015Q3 20239
Sky Investment Group LLC 990.07%0.08%0.08%Q3 2021Q3 20239
Berkshire Money Management, Inc. 810.04%0.22%0.26%Q4 2016Q1 20209
COLDSTREAM CAPITAL MANAGEMENT INC 420.01%0.03%0.09%Q1 2021Q3 20239
Lattice Strategies LLC 990.21%0.24%0.30%Q2 2013Q2 20159
HHM Wealth Advisors, LLC 630.00%0.01%0.05%Q1 2020Q3 20239
Capital Planning Advisors, LLC 720.06%0.08%0.13%Q2 2019Q1 20229
Sullivan, Bruyette, Speros & Blaney, LLC 720.01%0.02%0.03%Q2 2018Q1 20219
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 420.05%0.10%0.18%Q2 2016Q4 20189
Walkner Condon Financial Advisors LLC 630.06%0.11%0.18%Q2 2020Q3 20229
Aldebaran Financial Inc. 510.18%0.24%0.36%Q3 2020Q3 20239
McElhenny Sheffield Capital Management, LLC 990.15%2.50%13.47%Q3 2021Q3 20239
Jump Financial, LLC 330.07%0.44%0.98%Q3 2020Q2 20239
VERUS CAPITAL PARTNERS, LLC 720.17%0.38%1.00%Q4 2019Q3 20239
ETFIDEA, LLC 881.91%2.21%2.55%Q4 2021Q3 20238
UMB Bank, n.a. 880.01%0.01%0.02%Q4 2021Q3 20238
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 880.00%0.00%0.01%Q3 2020Q2 20228
Fortitude Advisory Group L.L.C. 880.14%0.22%0.27%Q4 2021Q3 20238
Advance Capital Management, Inc. 880.05%0.08%0.16%Q4 2021Q3 20238
Vigilare Wealth Management 620.14%0.25%0.36%Q1 2020Q1 20228
ClearBridge Investments 510.00%0.00%0.00%Q2 2013Q2 20198
Clark Capital Management Group, Inc. 410.00%0.01%0.01%Q3 2016Q2 20228
Echo Street Capital Management LLC 710.00%0.01%0.02%Q3 2021Q3 20238
Hirtle Callaghan & Co LLC 510.00%0.00%0.01%Q4 2013Q4 20178
Regis Management CO LLC 880.49%0.52%0.56%Q1 2016Q4 20178
NATIONAL BANK OF CANADA /FI/ 880.01%0.03%0.04%Q4 2021Q3 20238
ELLIOTT MANAGEMENT CORP 420.59%1.49%2.87%Q3 2013Q4 20178
AFFINITY WEALTH MANAGEMENT LLC 310.14%4.47%10.83%Q4 2015Q3 20228
ASB Consultores, LLC 880.10%0.19%0.36%Q4 2021Q3 20238
Elmwood Wealth Management, Inc. 710.01%0.01%0.01%Q1 2018Q1 20208
CNB Bank 510.00%0.01%0.06%Q1 2020Q3 20238
Capula Management Ltd 310.00%0.10%0.38%Q3 2021Q1 20238
Allegis Investment Advisors, LLC 620.10%0.53%1.48%Q4 2015Q4 20178
Allspring Global Investments Holdings, LLC 880.00%0.02%0.03%Q4 2021Q3 20238
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.23%0.28%0.38%Q4 2018Q3 20208
Capstone Triton Financial Group, LLC 530.16%0.24%0.67%Q4 2020Q3 20238
THOROUGHBRED FINANCIAL SERVICES, LLC 880.04%0.06%0.06%Q4 2021Q3 20238
TRUE Private Wealth Advisors 310.01%0.06%0.19%Q3 2018Q3 20238
Marshall Financial Group LLC 710.07%0.13%0.21%Q1 2021Q2 20238
Argentus Capital Management, LLC 510.06%0.34%1.04%Q2 2013Q3 20168
J Arnold Wealth Management Co 880.01%0.05%0.10%Q1 2020Q4 20218
IFC Holdings Incorporated/FL 880.03%0.09%0.20%Q1 2016Q4 20178
Sumitomo Mitsui Trust Holdings, Inc. 310.00%0.01%0.02%Q4 2015Q3 20238
Northwest Bancshares, Inc. 880.05%0.11%0.16%Q2 2020Q1 20228
Collaborative Wealth Managment Inc. 610.42%0.98%1.50%Q1 2021Q3 20238
Quantbot Technologies LP 210.00%0.04%0.11%Q3 2019Q2 20238
Mosaic Family Wealth, LLC 620.00%0.02%0.02%Q1 2017Q1 20198
Covenant Multifamily Offices, LLC 610.02%0.08%0.10%Q2 2015Q3 20218
Paladin Advisory Group, LLC 880.31%0.36%0.46%Q4 2021Q3 20238
Treynor Bancshares, Inc. 880.20%0.49%0.73%Q4 2021Q3 20238
MIZUHO SECURITIES USA LLC 410.06%1.07%3.48%Q4 2015Q4 20218
Washington Trust Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Catamount Wealth Management 880.24%0.26%0.32%Q2 2017Q1 20198
ROWLAND CARMICHAEL ADVISORS INC /ADV 410.00%0.02%0.06%Q1 2016Q4 20198
Amplius Wealth Advisors, LLC 880.04%0.07%0.10%Q4 2021Q3 20238
Independence Advisors, LLC 710.06%0.06%0.07%Q3 2018Q3 20208
Ameritas Advisory Services, LLC 880.20%0.56%0.68%Q4 2021Q3 20238
American Financial Network Advisory Services LLC 880.38%0.67%1.30%Q3 2017Q2 20198
NORWOOD FINANCIAL CORP 880.98%1.33%1.58%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.04%0.15%0.34%Q2 2013Q1 20158
Arcus Capital Partners, LLC 880.10%0.12%0.14%Q4 2021Q3 20238
Long Run Wealth Advisors, LLC 883.63%4.26%4.76%Q4 2021Q3 20238
Granger Management LLC 880.07%0.09%0.13%Q4 2020Q3 20228
C2C Wealth Management, LLC 880.53%0.58%0.61%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 880.44%0.54%0.71%Q4 2021Q3 20238
First Allied Asset Management, Inc. 881.01%1.39%1.98%Q2 2013Q1 20158
Stonegate Investment Group, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
BHF RG Capital Inc. 880.43%2.38%4.41%Q4 2019Q3 20218
Manhattan West Asset Management, LLC 880.18%0.28%0.53%Q4 2021Q3 20238
BlackRock Group LTD 880.00%0.00%0.01%Q1 2015Q4 20168
Congress Wealth Management LLC / DE / 883.14%3.80%4.34%Q4 2021Q3 20238
Lee Financial Group Hawaii, Inc. 880.30%2.86%5.26%Q1 2019Q4 20208
PCG Wealth Advisors, LLC 880.30%0.92%2.19%Q4 2021Q3 20238
West Financial Advisors, LLC 530.09%0.34%0.46%Q4 2020Q3 20238
Steward Financial Group LLC 880.10%0.17%0.31%Q4 2021Q3 20238
JSF Financial, LLC 710.33%2.02%5.40%Q1 2020Q3 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 881.13%1.25%1.38%Q2 2013Q1 20158
Colonial Trust Advisors 880.03%0.04%0.04%Q4 2021Q3 20238
Investment Research & Advisory Group, Inc. 880.02%0.02%0.02%Q4 2021Q3 20238
AEGON USA Investment Management, LLC 880.00%0.01%0.01%Q2 2013Q1 20158
WMG Financial Advisors, LLC 880.20%0.37%0.88%Q4 2021Q3 20238
MKT Advisors LLC 881.30%1.46%1.68%Q4 2021Q3 20238
SEAVIEW INVESTMENT MANAGERS LLC 710.00%0.09%0.15%Q4 2020Q3 20238
DB Wealth Management Group, LLC 880.01%0.02%0.02%Q4 2020Q3 20228
WOLFF WIESE MAGANA LLC 710.00%0.05%0.11%Q3 2021Q3 20238
NCM Capital Management, LLC 880.48%0.62%0.84%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 880.67%0.76%0.85%Q4 2021Q3 20238
McAdam, LLC 320.01%0.02%0.04%Q1 2018Q3 20238
FourThought Financial, LLC 880.02%0.02%0.03%Q4 2020Q3 20228
Wolf Group Capital Advisors 880.10%0.41%0.90%Q4 2021Q3 20238
Nuveen Asset Management, LLC 710.00%0.03%0.03%Q3 2013Q2 20208
Eagle Strategies LLC 880.09%0.12%0.21%Q4 2021Q3 20238
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 882.30%2.60%3.40%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.06%0.08%0.10%Q4 2021Q3 20238
Counsel Portfolio Services Inc. 530.41%0.80%1.54%Q2 2014Q2 20168
WEST BANCORPORATION INC 440.09%0.11%0.15%Q4 2019Q3 20228
Stone Point Wealth LLC 880.14%0.20%0.44%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.31%0.34%0.38%Q4 2021Q3 20238
WFA Asset Management Corp 880.02%0.03%0.03%Q4 2021Q3 20238
Taylor & Morgan Wealth Management, LLC 880.43%0.62%1.26%Q4 2021Q3 20238
Laraway Financial Advisors Inc 881.54%1.75%1.99%Q4 2021Q3 20238
YARGER WEALTH STRATEGIES, LLC 880.48%0.69%1.09%Q4 2021Q3 20238
Perfromance Wealth Partners, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Keystone Financial Services 880.15%0.18%0.28%Q4 2021Q3 20238
Carson Advisory Inc. 880.30%0.40%0.51%Q4 2021Q3 20238
Bank of Kentucky, Inc. 880.26%0.31%0.34%Q2 2013Q1 20158
Industrial Alliance Investment Management Inc. 880.00%0.02%0.06%Q4 2021Q3 20238
HERBST GROUP, LLC 881.19%1.28%1.44%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.06%0.07%0.08%Q2 2013Q1 20158
Zullo Investment Group, Inc. 882.16%2.57%3.16%Q4 2021Q3 20238
HILL ISLAND FINANCIAL LLC 880.70%0.76%0.82%Q4 2021Q3 20238
Covestor Ltd 880.01%0.02%0.07%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.09%0.10%0.12%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 880.99%1.09%1.22%Q4 2021Q3 20238
First International Bank & Trust 880.09%0.16%0.28%Q4 2021Q3 20238
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 510.01%0.02%0.06%Q4 2015Q3 20228
Horizon Family Wealth, Inc. 881.26%1.43%1.71%Q4 2021Q3 20238
Accel Wealth Management 880.00%0.00%0.00%Q4 2020Q3 20228
Watermark Asset Management, Inc. 880.48%0.50%0.53%Q1 2017Q4 20188
PARAGON FINANCIAL PARTNERS, INC. 880.42%0.48%0.52%Q4 2021Q3 20238
Caption Management, LLC 210.00%0.30%1.16%Q4 2017Q1 20238
Leelyn Smith, LLC 530.01%0.27%0.45%Q1 2020Q4 20228
5th Street Advisors, LLC 882.38%7.32%12.39%Q4 2021Q3 20238
Willingdon Wealth Management 880.00%0.00%0.00%Q2 2018Q1 20208
EverSource Wealth Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Schonfeld Strategic Advisors LLC 210.01%0.11%0.37%Q4 2017Q1 20238
PGIM Custom Harvest LLC 443.42%5.95%7.90%Q4 2020Q3 20238
Interchange Capital Partners, LLC 620.08%0.29%0.53%Q4 2020Q1 20238
Tolleson Wealth Management, Inc. 880.08%0.09%0.11%Q4 2021Q3 20238
LAKE STREET PRIVATE WEALTH, LLC 880.08%0.09%0.14%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.10%0.19%0.28%Q4 2021Q3 20238
PURSUE WEALTH PARTNERS LLC 880.55%0.69%0.91%Q4 2021Q3 20238
ADAMSBROWN WEALTH CONSULTANTS LLC 880.18%0.69%1.33%Q4 2021Q3 20238
Kowal Investment Group, LLC 620.04%0.07%0.09%Q3 2021Q3 20238
Ignite Planners, LLC 880.29%0.44%0.62%Q4 2021Q3 20238
Kaydan Wealth Management, Inc. 880.23%0.32%0.39%Q4 2021Q3 20238
Yarbrough Capital, LLC 881.10%1.21%1.50%Q4 2021Q3 20238
Advisor OS, LLC 510.08%0.38%0.99%Q2 2020Q3 20238
Penobscot Investment Management Company, Inc. 880.03%0.04%0.04%Q4 2021Q3 20238
HB Wealth Management, LLC 880.05%0.06%0.07%Q4 2021Q3 20238
Forbes Financial Planning, Inc. 882.79%3.85%4.87%Q4 2021Q3 20238
Byrne Asset Management LLC 880.17%0.22%0.28%Q4 2021Q3 20238
Mendel Capital Management LLC 8811.63%13.46%17.06%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 883.31%3.67%4.04%Q4 2021Q3 20238
Granite Bay Wealth Management, LLC 880.24%6.32%8.75%Q4 2021Q3 20238
Cladis Investment Advisory, LLC 881.19%1.34%1.63%Q4 2021Q3 20238
Autumn Glory Partners, LLC 880.22%0.36%0.54%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.01%0.31%1.71%Q4 2021Q3 20238
Forum Financial Management, LP 880.01%0.03%0.04%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.05%0.06%0.08%Q4 2021Q3 20238
Curi Wealth Management, LLC 880.00%0.04%0.11%Q4 2021Q3 20238
CMH Wealth Management LLC 881.17%2.31%2.79%Q4 2016Q3 20188
Squar Milner Financial Services LLC 880.05%0.09%0.14%Q2 2018Q1 20208
Ascent Group, LLC 880.34%0.59%0.93%Q4 2021Q3 20238
PacWest Financial Management Inc 880.17%0.21%0.25%Q1 2015Q4 20168
Clay Northam Wealth Management, LLC 882.96%3.24%3.44%Q4 2021Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.46%0.55%0.66%Q4 2021Q3 20238
Essex Financial Services, Inc. 420.02%0.03%0.06%Q1 2017Q2 20238
TIEDEMANN ADVISORS, LLC 530.01%0.02%0.03%Q2 2018Q2 20218
SCOPUS ASSET MANAGEMENT, L.P. 310.11%0.97%1.66%Q4 2016Q3 20208
Fullerton Fund Management Co Ltd. 510.03%0.22%0.46%Q1 2020Q2 20238
Mason & Associates Inc 880.14%0.17%0.22%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.05%0.05%0.06%Q4 2021Q3 20238
ARISTEIA CAPITAL, L.L.C. 440.20%0.30%0.41%Q1 2020Q4 20208
Eagle Capital Management, LLC 880.31%0.49%0.59%Q2 2020Q1 20228
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.05%0.09%Q2 2019Q2 20238
Stephens Consulting, LLC 880.10%0.20%0.33%Q4 2021Q3 20238
Polar Asset Management Partners Inc. 410.01%0.05%0.20%Q3 2019Q1 20228
RVW Wealth, LLC 510.02%0.04%0.10%Q2 2019Q4 20238
Renaissance Technologies 210.00%0.00%0.01%Q2 2018Q1 20238
EMORY UNIVERSITY 880.00%0.00%0.00%Q1 2012Q4 20138
Objective Capital Management, LLC 881.14%1.26%1.36%Q4 2021Q3 20238
Banco de Sabadell, S.A 880.02%0.05%0.07%Q4 2017Q3 20198
Investmark Advisory Group LLC 880.33%0.44%0.59%Q4 2021Q3 20238
Clal Insurance Enterprises Holdings Ltd 880.04%2.09%3.96%Q4 2014Q3 20168
Elwood & Goetz Wealth Advisory Group, LLC 880.08%0.13%0.16%Q4 2021Q3 20238
BNC WEALTH MANAGEMENT, LLC 880.64%1.10%1.38%Q4 2021Q3 20238
WARNER FINANCIAL, INC 880.34%0.38%0.42%Q4 2021Q3 20238
Vectors Research Management, LLC 710.01%0.06%0.10%Q2 2020Q2 20228
ATWOOD & PALMER INC 410.00%0.06%0.09%Q2 2013Q4 20228
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.01%0.11%0.28%Q3 2020Q3 20237
TRUST DEPARTMENT MB FINANCIAL BANK N A 610.00%0.00%0.00%Q4 2013Q1 20197
BLACKROCK ADVISORS LLC 770.02%0.03%0.04%Q2 2013Q4 20147
SCHRODER INVESTMENT MANAGEMENT GROUP 520.00%0.00%0.00%Q3 2014Q2 20217
CETERA INVESTMENT MANAGEMENT LLC 771.69%2.10%2.53%Q4 2015Q2 20177
Mizuho Trust & Banking Co., Ltd. 312.15%8.20%18.05%Q4 2016Q4 20187
GERMAN AMERICAN BANCORP, INC. 410.03%0.34%0.78%Q4 2018Q3 20237
CEDAR CAPITAL, LLC 610.10%0.61%0.95%Q4 2017Q3 20217
Kalos Management, Inc. 310.05%0.16%0.48%Q2 2020Q2 20237
COUNTRY CLUB BANK /GFN 770.09%0.10%0.14%Q1 2022Q3 20237
MARINO, STRAM & ASSOCIATES LLC 610.00%0.01%0.08%Q4 2017Q2 20217
HAZLETT, BURT & WATSON, INC. 770.22%0.24%0.25%Q1 2022Q3 20237
Cobble Hill Financial Services, INC 770.62%0.71%0.79%Q1 2013Q3 20147
CHATHAM CAPITAL GROUP, INC. 430.04%0.05%0.06%Q2 2021Q3 20237
AMERICAN ASSET MANAGEMENT INC. 770.14%0.17%0.21%Q2 2018Q4 20197
IMC-Chicago, LLC 310.00%0.01%0.03%Q2 2019Q3 20217
ADAMS DIVERSIFIED EQUITY FUND, INC. 510.20%0.51%1.02%Q1 2020Q2 20237
Whitnell & Co. 770.02%0.04%0.04%Q2 2018Q4 20197
Greenwich Wealth Management LLC 430.02%0.02%0.02%Q2 2021Q3 20237
Rappaport Reiches Capital Management, LLC 770.11%0.16%0.28%Q1 2022Q3 20237
National Wealth Management Group, LLC 520.27%1.02%2.53%Q4 2021Q3 20237
PagnatoKarp Partners LLC 770.06%0.08%0.09%Q3 2018Q1 20207
Summit Trail Advisors, LLC 510.01%0.04%0.07%Q4 2017Q3 20237
Strategies Wealth Advisors, LLC 430.06%0.08%0.11%Q4 2021Q3 20237
GFS Advisors, LLC 610.02%0.20%0.25%Q1 2016Q2 20187
BTG Pactual Global Asset Management Ltd 510.17%0.50%1.21%Q3 2017Q2 20227
TRIANGLE PEAK PARTNERS, LP 772.37%3.14%3.67%Q4 2013Q2 20157
Geneva Partners, LLC 410.10%0.14%0.18%Q4 2020Q3 20237
L.M. KOHN & COMPANY 770.20%0.25%0.38%Q1 2022Q3 20237
Bedell Frazier Investment Counselling, LLC 610.06%0.12%0.27%Q1 2021Q4 20227
LaFleur & Godfrey LLC 770.05%0.07%0.08%Q1 2022Q3 20237
Sather Financial Group Inc 430.04%0.06%0.08%Q3 2019Q3 20237
Rockbridge Investment Management, LCC 770.01%0.02%0.04%Q2 2020Q4 20217
Ironsides Asset Advisors, LLC 520.06%0.07%0.09%Q2 2014Q1 20167
Cullen Capital Management, LLC 510.00%0.04%0.11%Q2 2020Q2 20237
Ford Financial Group, LLC 510.00%0.24%0.48%Q4 2017Q4 20227
New England Investment & Retirement Group, Inc. 520.05%0.06%0.08%Q4 2019Q3 20217
ICA Group Wealth Management, LLC 770.10%0.17%0.27%Q1 2022Q3 20237
Weiss Asset Management LP 770.15%0.19%0.23%Q2 2018Q4 20197
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 310.01%0.05%0.16%Q4 2019Q2 20227
Coastwise Capital Group, LLC 770.48%0.56%0.60%Q1 2022Q3 20237
ACCURATE INVESTMENT SOLUTIONS, INC. 410.00%0.01%0.02%Q3 2017Q1 20207
MARK SHEPTOFF FINANCIAL PLANNING, LLC 430.01%0.02%0.03%Q1 2018Q3 20237
Braun-Bostich & Associates Inc. 771.16%1.28%1.39%Q1 2019Q3 20207
Redwood Financial Network Corp 772.05%2.34%2.80%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.24%0.36%0.46%Q1 2022Q3 20237
LITTLE HOUSE CAPITAL LLC 510.02%0.63%3.68%Q1 2019Q3 20237
TAP Consulting, LLC 770.05%0.09%0.13%Q4 2021Q2 20237
ING GROEP NV 310.00%0.01%0.02%Q1 2013Q3 20187
Beacon Capital Management, LLC 770.05%0.07%0.08%Q1 2022Q3 20237
Financial & Tax Architects, LLC 430.23%0.35%0.53%Q1 2021Q3 20237
Black Diamond Financial, LLC 770.29%0.36%0.48%Q1 2022Q3 20237
Strengthening Families & Communities, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
Athena Investment Management 770.41%0.49%0.56%Q1 2022Q3 20237
Cyrus J. Lawrence, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
LOWERY THOMAS, LLC 430.39%1.22%2.65%Q4 2021Q3 20237
ONTARIO TEACHERS PENSION PLAN BOARD 770.44%0.65%0.84%Q1 2015Q3 20167
GILDER GAGNON HOWE & CO LLC 770.02%0.03%0.03%Q1 2016Q3 20177
Alley Investment Management Company, LLC 770.10%0.11%0.12%Q1 2022Q3 20237
Placemark Investments, Inc. 770.03%0.05%0.07%Q2 2013Q4 20147
Better Money Decisions, LLC 310.03%0.14%0.20%Q2 2021Q3 20237
AlphaCentric Advisors LLC 770.04%0.06%0.09%Q2 2020Q4 20217
Key Client Fiduciary Advisors, LLC 771.68%2.99%3.85%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.10%0.16%0.29%Q4 2021Q3 20237
NTV ASSET MANAGEMENT LLC 430.04%0.04%0.05%Q2 2021Q3 20237
True Link Financial Advisors, LLC 520.02%0.03%0.03%Q4 2020Q3 20237
MAPLE SECURITIES USA INC 430.13%1.32%2.80%Q2 2013Q1 20157
ALESCO ADVISORS LLC 770.01%0.02%0.08%Q1 2022Q3 20237
PRIVATE CAPITAL MANAGEMENT LLC 520.06%0.08%0.10%Q2 2021Q3 20237
WHITEBOX ADVISORS LLC 770.32%0.38%0.57%Q2 2013Q4 20147
City State Bank 770.01%0.02%0.02%Q1 2022Q3 20237
OneAscent Financial Services LLC 610.08%0.33%0.92%Q2 2020Q3 20237
CHIRON CAPITAL MANAGEMENT, LLC 610.02%3.08%5.02%Q3 2020Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.03%0.04%0.04%Q4 2021Q2 20237
WATER ISLAND CAPITAL LLC 410.01%0.10%0.17%Q1 2016Q1 20187
Capitol Family Office, Inc. 430.42%3.08%9.69%Q4 2021Q3 20237
TCF National Bank 770.48%0.61%0.71%Q3 2019Q1 20217
Chemistry Wealth Management LLC 770.23%0.25%0.27%Q1 2022Q3 20237
Wescott Financial Advisory Group, LLC 770.08%0.09%0.11%Q1 2022Q3 20237
REGENTATLANTIC CAPITAL LLC 510.01%0.02%0.02%Q1 2014Q3 20227
PENOBSCOT WEALTH MANAGEMENT 770.19%0.35%0.41%Q1 2022Q3 20237
NEIRG Wealth Management, LLC 770.04%0.06%0.09%Q4 2021Q2 20237
Kathmere Capital Management, LLC 770.09%0.10%0.11%Q4 2019Q2 20217
Silicon Hills Wealth Management, LLC 410.10%0.14%0.16%Q4 2019Q2 20237
PRINCETON CAPITAL MANAGEMENT LLC 770.02%0.04%0.07%Q1 2018Q3 20197
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 771.58%1.83%2.23%Q1 2022Q3 20237
Cardinal Strategic Wealth Guidance 770.01%0.03%0.08%Q1 2022Q3 20237
Stokes Family Office, LLC 430.03%0.03%0.03%Q2 2021Q3 20237
SAXON INTERESTS, INC. 771.53%2.15%4.54%Q4 2021Q2 20237
LEO BROKERAGE, LLC 520.11%0.75%1.20%Q3 2020Q2 20227
Wedmont Private Capital 770.09%0.15%0.23%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.08%0.11%0.16%Q2 2013Q4 20147
BlackDiamond Wealth Management, LLC 520.99%1.48%1.97%Q4 2021Q3 20237
Danda Trouve Investment Management, Inc. 520.00%0.07%0.28%Q4 2019Q4 20217
PATRON PARTNERS, LLC 770.18%0.29%0.35%Q3 2021Q1 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.02%0.03%0.03%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.01%0.02%0.03%Q4 2021Q3 20237
RTD Financial Advisors, Inc. 430.03%0.04%0.04%Q4 2021Q3 20237
Crossmark Global Holdings, Inc. 610.02%0.02%0.03%Q3 2016Q4 20187
Edge Advisors, LLC 770.68%0.87%1.80%Q4 2016Q2 20187
Integrated Wealth Management 770.01%0.02%0.02%Q1 2015Q3 20167
COMERICA SECURITIES,INC. 520.01%0.02%0.03%Q4 2021Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.04%0.16%0.28%Q1 2022Q3 20237
NORTHEAST INVESTMENT MANAGEMENT 770.02%0.02%0.02%Q1 2022Q3 20237
STERNE AGEE GROUP, INC. 770.27%0.39%0.59%Q2 2013Q4 20147
Trilogy Capital Inc. 310.02%0.76%1.77%Q1 2021Q3 20236
Aevitas Wealth Management, Inc. 660.04%0.07%0.08%Q4 2017Q1 20196
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 211.09%3.65%6.00%Q1 2016Q2 20196
Householder Group Estate & Retirement Specialist, LLC 410.14%0.44%1.05%Q4 2021Q3 20236
First City Capital Management, Inc. 210.04%0.05%0.06%Q1 2014Q1 20166
Kerrisdale Advisers, LLC 660.02%0.02%0.03%Q2 2020Q3 20216
Avalon Investment & Advisory 210.02%0.03%0.04%Q2 2015Q1 20236
COMMUNITY BANK SYSTEM, INC. 660.06%0.10%0.18%Q2 2013Q3 20146
Midwest Wealth Management Inc. 661.87%2.31%2.82%Q4 2020Q1 20226
TEXAS CAPITAL BANCSHARES INC/TX 211.02%2.49%3.67%Q1 2021Q3 20236
UNITED SERVICES AUTOMOBILE ASSOCIATION 510.06%0.08%0.10%Q2 2014Q2 20176
Confluence Wealth Services, Inc. 330.08%0.11%0.18%Q4 2021Q3 20236
Meridian Wealth Partners, LLC 660.04%0.05%0.08%Q4 2019Q1 20216
Optimum Quantvest Corp 6611.98%15.80%21.18%Q2 2019Q3 20206
RUSSELL FRANK CO/ 660.00%0.00%0.00%Q3 2013Q4 20146
Worth Asset Management, LLC 660.00%0.33%0.68%Q1 2022Q2 20236
HNP Capital LLC 310.07%0.08%0.10%Q1 2020Q4 20216
INTERACTIVE FINANCIAL ADVISORS, INC. 510.00%0.40%0.72%Q2 2017Q3 20236
High Falls Advisors, Inc 660.01%3.87%8.17%Q4 2015Q1 20176
3D/L Capital Management, LLC 510.36%0.42%0.51%Q1 2021Q3 20236
Broadleaf Partners, LLC 510.07%0.08%0.09%Q4 2020Q2 20236
Tempus Wealth Planning, LLC 660.21%0.28%0.34%Q4 2020Q1 20226
Ergoteles LLC 510.14%1.05%2.62%Q4 2020Q4 20226
MOODY LYNN & LIEBERSON, LLC 310.03%0.56%2.29%Q2 2013Q2 20226
ROCKEFELLER FINANCIAL SERVICES INC 660.00%0.01%0.02%Q1 2016Q2 20176
Intrepid Financial Planning Group LLC 662.68%2.96%3.27%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.14%0.18%0.22%Q2 2022Q3 20236
Destination Wealth Management 660.00%0.01%0.01%Q1 2018Q2 20196
Grant/GrossMendelsohn, LLC 420.24%0.27%0.30%Q1 2022Q3 20236
Cable Hill Partners, LLC 660.01%0.01%0.01%Q4 2017Q1 20196
Quantinno Capital Management LP 660.04%0.07%0.09%Q2 2022Q3 20236
361 CAPITAL LLC 210.06%2.10%6.25%Q4 2015Q3 20186
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 663.09%4.40%5.68%Q2 2016Q3 20176
Ken Stern & Associates, Inc. 663.26%3.45%3.73%Q4 2014Q1 20166
Hefty Wealth Partners 410.00%1.40%2.01%Q4 2015Q4 20176
BARING ASSET MANAGEMENT Ltd 660.57%3.86%10.54%Q3 2014Q4 20156
FIRST CITIZENS BANK & TRUST CO 660.01%0.01%0.01%Q2 2022Q3 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.01%0.01%0.01%Q2 2022Q3 20236
INVESTMENT PARTNERS, LTD. 410.01%0.13%0.19%Q1 2015Q3 20226
KWB Wealth 660.09%0.35%0.62%Q2 2022Q3 20236
Smart Portfolios, LLC 510.12%4.21%6.18%Q4 2014Q1 20176
Tuttle Capital Management, LLC 513.49%7.07%12.90%Q4 2021Q2 20236
Horan Capital Advisors, LLC. 210.06%0.07%0.11%Q3 2017Q2 20216
GFG Capital, LLC 660.05%0.08%0.11%Q1 2022Q2 20236
Euclid Advisors LLC 660.72%3.30%4.62%Q3 2013Q4 20146
ELEMENT CAPITAL MANAGEMENT LLC 310.10%5.65%23.44%Q1 2017Q1 20196
Aaron Wealth Advisors LLC 660.02%0.24%0.32%Q4 2020Q1 20226
ABSOLUTE CAPITAL MANAGEMENT, LLC 510.63%1.71%3.88%Q4 2021Q3 20236
Soundwatch Capital LLC 310.02%0.08%0.15%Q2 2020Q2 20236
NEW YORK STATE COMMON RETIREMENT FUND 660.01%0.02%0.04%Q3 2013Q4 20146
Thornmark Asset Management Inc. 663.77%4.86%5.91%Q3 2013Q4 20146
Bridgewater Advisors Inc. 660.14%0.22%0.27%Q1 2021Q2 20226
JAG CAPITAL MANAGEMENT, LLC 660.04%0.04%0.06%Q4 2014Q1 20166
Warther Private Wealth, LLC 660.16%0.37%0.55%Q2 2021Q3 20226
1ST SOURCE BANK 420.01%0.02%0.02%Q4 2017Q3 20236
Steigerwald, Gordon & Koch Inc. 660.03%0.04%0.04%Q4 2020Q1 20226
Corsicana & Co. 662.72%3.09%3.38%Q2 2021Q3 20226
American Trust 660.02%0.03%0.04%Q1 2022Q2 20236
LATHROP INVESTMENT MANAGEMENT CORP 660.04%0.07%0.13%Q3 2020Q4 20216
Jackson Wealth Management, LLC 660.32%0.57%0.84%Q3 2019Q4 20206
TimeScale Financial, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
FRONTIER INVESTMENT MGMT CO 660.02%0.03%0.04%Q1 2019Q2 20206
EQ LLC 660.18%0.28%0.46%Q4 2020Q1 20226
GW HENSSLER & ASSOCIATES LTD 210.02%0.02%0.03%Q4 2015Q4 20216
Summit Financial, LLC 510.02%0.02%0.03%Q1 2022Q3 20236
XPONANCE, INC. 660.37%3.40%8.22%Q4 2013Q1 20156
Camelot Portfolios, LLC 660.13%0.17%0.21%Q2 2018Q3 20196
Integer Wealth Advisors Group LLC 662.32%2.94%3.40%Q4 2019Q1 20216
Connectus Wealth, LLC 510.02%0.06%0.11%Q1 2022Q3 20236
Tanglewood Wealth Management, Inc. 660.06%0.11%0.17%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.01%0.01%Q2 2022Q3 20236
Susquehanna International Group Ltd. 310.08%1.52%7.51%Q4 2019Q3 20236
Blueshift Asset Management, LLC 660.01%0.49%0.77%Q2 2021Q3 20226
FORT PITT CAPITAL GROUP, LLC 510.01%0.03%0.05%Q4 2019Q2 20216
Future Financial Wealth Managment LLC 220.07%0.92%1.63%Q4 2021Q3 20236
NEW ENGLAND ASSET MANAGEMENT INC 420.01%0.03%0.05%Q4 2016Q3 20196
Polianta Ltd 413.31%6.05%7.43%Q3 2018Q2 20236
Orca Investment Management, LLC 661.26%1.50%1.70%Q1 2015Q2 20166
HERITAGE WEALTH MANAGEMENT, LLC 420.14%0.19%0.25%Q2 2021Q4 20226
CIBC Asset Management Inc 660.07%0.07%0.09%Q2 2019Q3 20206
Douglass Winthrop Advisors, LLC 420.01%0.01%0.02%Q1 2015Q2 20186
VSR Financial Services, Inc. 660.03%0.04%0.08%Q2 2013Q3 20146
Chesley Taft & Associates LLC 420.01%0.04%0.05%Q1 2017Q4 20206
Gary Goldberg Planning Services Inc 660.01%0.01%0.01%Q3 2013Q4 20146
Belvedere Trading LLC 440.09%0.21%0.38%Q3 2020Q2 20216
F-Squared Investment Management, LLC 660.10%0.37%0.99%Q2 2013Q3 20146
Cascadia Advisory Services, LLC 310.09%0.40%0.71%Q4 2019Q3 20216
CONFLUENCE INVESTMENT MANAGEMENT LLC 660.05%0.06%0.07%Q2 2019Q3 20206
Atlas Private Wealth Management, LLC 660.03%0.03%0.03%Q4 2019Q1 20216
PrairieView Partners, LLC 660.02%0.03%0.03%Q1 2022Q2 20236
SPROTT INC. 310.01%0.02%0.04%Q2 2014Q3 20166
TCG Advisory Services, LLC 310.08%0.15%0.37%Q2 2021Q3 20236
Gunma Bank,Ltd. 410.99%2.39%5.92%Q1 2021Q4 20226
One Day In July LLC 660.07%0.14%0.18%Q2 2022Q3 20236
LEVEL FOUR FINANCIAL, LLC 440.00%0.49%0.78%Q4 2020Q3 20216
MD Financial Management Inc. 660.95%3.97%6.42%Q3 2020Q4 20216
Beaird Harris Wealth Management, LLC 660.01%0.01%0.04%Q2 2022Q3 20236
Level Financial Advisors 660.04%0.04%0.05%Q2 2022Q3 20236
JCIC Asset Management Inc. 660.04%2.81%4.43%Q3 2014Q4 20156
PRIMORIS WEALTH ADVISORS, LLC 330.22%0.27%0.31%Q4 2021Q3 20236
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Centennial Wealth Advisory LLC 660.32%0.55%0.75%Q1 2021Q2 20226
JTC Employer Solutions Trustee Ltd 660.05%0.06%0.06%Q2 2021Q3 20226
Verity Asset Management, Inc. 210.19%1.32%2.24%Q2 2015Q2 20216
Lee Capital Management LP 661.72%2.17%3.32%Q4 2016Q1 20186
Onyx Bridge Wealth Group LLC 320.16%0.75%2.36%Q3 2021Q3 20235
Centric Wealth Management 550.35%0.48%0.60%Q4 2020Q4 20215
FSC Wealth Advisors, LLC 550.00%0.05%0.12%Q4 2021Q4 20225
Safeguard Financial, LLC 210.14%0.28%0.56%Q1 2022Q3 20235
Risk Paradigm Group, LLC 410.02%0.94%1.69%Q1 2015Q3 20175
Auxano Advisors, LLC 550.40%0.43%0.49%Q3 2022Q3 20235
Walleye Capital LLC 210.02%0.09%0.22%Q2 2022Q3 20235
Hoese & Co LLP 550.09%0.13%0.23%Q1 2021Q1 20225
Canal Capital Management, LLC 552.36%5.80%7.33%Q4 2014Q4 20155
Columbus Hill Capital Management, L.P. 211.01%3.71%11.10%Q3 2013Q2 20195
Penserra Capital Management LLC 210.00%0.04%0.15%Q1 2018Q2 20235
FORTE CAPITAL LLC /ADV 410.04%0.05%0.08%Q2 2021Q3 20235
DDD Partners, LLC 550.11%0.13%0.15%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.02%0.02%0.03%Q3 2021Q3 20225
Hardy Reed LLC 550.08%0.11%0.14%Q3 2022Q3 20235
BANK OF STOCKTON 320.07%0.09%0.11%Q3 2019Q1 20225
Aspire Wealth Management Corp 550.00%0.01%0.02%Q4 2021Q4 20225
Claro Advisors LLC 410.04%0.07%0.11%Q4 2018Q3 20235
My Personal CFO, LLC 320.20%0.30%0.43%Q2 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.02%0.83%1.84%Q4 2016Q4 20175
Simplicity Wealth,LLC 410.12%3.91%9.26%Q4 2021Q3 20235
Resurgent Financial Advisors LLC 550.04%0.06%0.10%Q3 2022Q3 20235
LAKE STREET ADVISORS GROUP, LLC 550.05%0.08%0.11%Q2 2020Q2 20215
Quent Capital, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Global Wealth Strategies & Associates 550.11%0.12%0.13%Q4 2022Q4 20235
Artemis Wealth Advisors, LLC 550.00%0.16%0.25%Q1 2020Q1 20215
TECTONIC ADVISORS LLC 550.02%0.05%0.08%Q4 2020Q4 20215
QUANTUM CAPITAL MANAGEMENT 550.04%0.06%0.12%Q3 2019Q3 20205
WOODWARD DIVERSIFIED CAPITAL, LLC 550.15%0.23%0.39%Q4 2020Q4 20215
Y-Intercept (Hong Kong) Ltd 310.05%0.11%0.21%Q3 2021Q3 20235
Epstein & White Financial LLC 550.13%0.33%0.46%Q4 2017Q4 20185
MANAGED ACCOUNT ADVISORS LLC 550.00%0.00%0.00%Q2 2014Q2 20155
Fortress Wealth Group, LLC 550.17%0.28%0.43%Q2 2021Q2 20225
VAN ECK ASSOCIATES CORP 550.00%0.12%0.21%Q1 2015Q1 20165
SNOW CAPITAL MANAGEMENT LP 310.08%0.14%0.19%Q2 2017Q4 20185
Core Alternative Capital 550.00%0.16%0.77%Q3 2022Q3 20235
Compass Wealth Management LLC 550.13%0.15%0.16%Q4 2022Q4 20235
COLLECTIVE FAMILY OFFICE LLC 410.13%0.20%0.27%Q4 2020Q3 20235
Ally Invest Advisors Inc. 550.06%0.12%0.18%Q3 2022Q3 20235
Legend Financial Advisors, Inc. 550.02%0.03%0.03%Q3 2022Q3 20235
Red Door Wealth Management, LLC 320.08%0.10%0.13%Q2 2021Q3 20235
Concord Wealth Partners 210.02%0.02%0.03%Q1 2022Q3 20235
MANCHESTER FINANCIAL INC 310.00%0.14%0.63%Q2 2019Q1 20225
Biltmore Capital Advisors LLC 550.13%0.28%0.37%Q4 2020Q4 20215
Shamrock Asset Management LLC 320.00%0.01%0.01%Q2 2017Q3 20195
Center For Asset Management LLC 550.50%0.56%0.63%Q1 2021Q1 20225
Alley Co LLC 550.13%0.14%0.14%Q4 2020Q4 20215
Windham Capital Management, LLC 550.08%0.40%0.58%Q3 2022Q3 20235
Charles Schwab Investment Advisory, Inc. 310.00%0.00%0.00%Q4 2019Q3 20235
Ironwood Financial, llc 550.00%0.00%0.00%Q3 2020Q3 20215
Palisade Asset Management, LLC 210.03%0.07%0.10%Q4 2018Q4 20225
HCR Wealth Advisors 550.00%0.01%0.01%Q4 2019Q4 20205
Cambria Investment Management, L.P. 320.06%0.17%0.22%Q4 2014Q2 20165
LMR Partners LLP 320.06%1.18%2.22%Q3 2021Q3 20235
Gupta Wealth Management LLC 550.02%0.05%0.08%Q1 2015Q1 20165
MCKINLEY CAPITAL MANAGEMENT LLC 550.00%0.00%0.00%Q3 2016Q3 20175
RESOLUTE FINANCIAL, LLC 550.33%0.39%0.48%Q4 2021Q4 20225
NORTH STAR ASSET MANAGEMENT INC 550.02%0.06%0.13%Q3 2022Q3 20235
HIGHLAND CAPITAL MANAGEMENT LP 110.05%0.09%0.15%Q3 2016Q2 20185
EDMOND DE ROTHSCHILD (SUISSE) S.A. 550.01%0.06%0.18%Q3 2015Q3 20165
WEALTHFRONT Corp 310.00%0.00%0.00%Q3 2014Q4 20175
BLODGETT WEALTH ADVISORS, LLC 320.22%0.23%0.23%Q4 2021Q3 20235
ROMANO BROTHERS AND COMPANY 550.06%0.14%0.39%Q3 2022Q3 20235
Pure Financial Advisors, LLC 550.03%0.06%0.07%Q4 2022Q4 20235
NORTHWEST WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
Robinson Value Management, Ltd. 210.34%0.50%0.86%Q2 2018Q3 20235
Centiva Capital, LP 110.01%0.06%0.10%Q3 2018Q3 20235
IMA Wealth, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
BANK OF HAWAII 550.02%0.08%0.16%Q3 2014Q3 20155
Legacy Bridge, LLC 550.15%0.15%0.15%Q4 2018Q4 20195
Blue Chip Partners, LLC 410.07%0.14%0.17%Q4 2018Q3 20235
REDW Wealth LLC 410.08%0.14%0.18%Q4 2021Q3 20235
Cassady Schiller Wealth Management, LLC 410.08%0.10%0.13%Q4 2021Q3 20235
Pinz Capital Management, LP 210.16%0.82%1.92%Q3 2020Q2 20225
Stifel Trust Company, N.A. 550.02%0.02%0.02%Q3 2013Q3 20145
Harrison & Co Wealth Management, LLC 557.27%7.66%8.01%Q4 2021Q4 20225
EXCHANGE TRADED CONCEPTS, LLC 310.18%2.29%3.39%Q4 2020Q4 20235
FIRST NATIONAL BANK OF OMAHA 310.01%0.03%0.09%Q1 2014Q4 20205
FIRST HORIZON CORP 410.09%1.54%2.01%Q2 2013Q2 20215
Fusion Investment Group, LLC 550.52%0.63%0.70%Q4 2014Q4 20155
CoreCap Advisors, LLC 550.44%1.03%1.59%Q4 2021Q4 20225
RMR Wealth Builders 310.05%0.40%0.52%Q3 2020Q3 20235
Parkside Advisors LLC 550.37%0.41%0.45%Q4 2022Q4 20235
LEE JOHNSON CAPITAL MANAGEMENT, LLC 551.68%2.50%4.43%Q4 2021Q4 20225
LILLEY & CO 550.12%0.12%0.13%Q2 2013Q2 20145
NORTHSTAR ASSET MANAGEMENT Co LLC 550.06%0.06%0.07%Q4 2020Q4 20215
Filbrandt Wealth Management, LLC 310.01%0.06%0.25%Q4 2019Q3 20215
Westshore Wealth, LLC 550.46%0.68%0.83%Q1 2021Q1 20225
SVB Investment Services Inc. 550.03%0.06%0.08%Q4 2019Q4 20205
MARINER INVESTMENT GROUP LLC 320.01%0.02%0.05%Q2 2013Q3 20145
IRON Financial LLC 321.64%2.51%3.61%Q4 2013Q1 20155
Global Assets Advisory, LLC 550.43%0.66%0.80%Q3 2022Q3 20235
Resource Management, LLC 550.03%0.06%0.09%Q2 2020Q2 20215
Wealth Alliance Advisory Group, LLC 550.11%0.13%0.15%Q4 2020Q4 20215
BARRETT & COMPANY, INC. 550.05%0.06%0.06%Q3 2022Q3 20235
Rain Capital Management, LLC 550.02%0.02%0.03%Q3 2022Q3 20235
Atom Investors LP 410.16%0.33%0.51%Q3 2021Q1 20235
Atlantic Union Bankshares Corp 410.02%0.04%0.06%Q4 2021Q3 20235
GSA CAPITAL PARTNERS LLP 410.04%0.08%0.16%Q4 2020Q3 20235
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
WealthPlan Investment Management, LLC 410.01%0.02%0.04%Q1 2022Q2 20235
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 410.00%0.02%0.03%Q2 2013Q3 20235
FNY Investment Advisers, LLC 210.00%0.03%0.07%Q2 2018Q1 20235
Balboa Wealth Partners 550.54%0.59%0.64%Q3 2022Q3 20235
Aris Wealth Services, Inc. 550.17%0.28%0.45%Q2 2014Q2 20155
DRIVE WEALTH MANAGEMENT, LLC 320.08%0.14%0.22%Q4 2021Q3 20235
ADVISOR PARTNERS II, LLC 550.02%0.04%0.08%Q3 2022Q3 20235
Biechele Royce Advisors 550.00%0.06%0.10%Q3 2021Q3 20225
Lee Capital Holdings LLC 411.78%3.12%4.26%Q3 2018Q4 20195
Triumph Capital Management 550.12%0.89%1.65%Q2 2021Q2 20225
Colonial Trust Co / SC 550.01%0.02%0.04%Q3 2022Q3 20235
TruWealth Advisors, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Corient Private Wealth LLC 440.28%0.31%0.34%Q4 2022Q3 20234
New Republic Capital, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Affiance Financial, LLC 440.33%0.48%0.54%Q4 2022Q3 20234
Palo Capital, Inc. 440.34%0.39%0.42%Q1 2018Q4 20184
EnTrustPermal Management LLC 223.48%3.98%4.33%Q2 2013Q4 20144
Ruedi Wealth Management, Inc. 440.05%0.05%0.06%Q4 2022Q3 20234
Luken Investment Analytics, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
JB Capital LLC 440.43%0.47%0.50%Q3 2021Q2 20224
SG3 Management, LLC 110.01%0.11%0.33%Q1 2019Q1 20214
Obsidian Personal Planning Solutions LLC 310.30%0.65%1.32%Q2 2022Q3 20234
Probabilities Fund Management, LLC 210.35%0.50%0.66%Q2 2018Q3 20204
Bell Bank 210.02%0.03%0.06%Q3 2018Q2 20234
Cassaday & Co Wealth Management LLC 440.08%0.09%0.10%Q4 2022Q3 20234
JDM Financial Group LLC 440.10%0.12%0.13%Q4 2022Q3 20234
Prosperity Wealth Management, Inc. 440.18%0.42%1.11%Q4 2022Q3 20234
Community Financial Services Group, LLC 440.00%0.00%0.00%Q4 2014Q3 20154
Farther Finance Advisors, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
INVESTMENT HOUSE LLC 110.05%0.06%0.06%Q1 2017Q4 20224
LODESTAR PRIVATE ASSET MANAGEMENT LLC 441.03%1.22%1.34%Q4 2022Q3 20234
Signature Wealth Management Group 440.01%0.01%0.01%Q4 2017Q3 20184
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q4 2017Q3 20234
Cornerstone Investment Partners, LLC 310.01%0.02%0.02%Q4 2019Q4 20204
Tevis Investment Management 440.10%0.12%0.13%Q4 2021Q3 20224
Radnor Capital Management, LLC 440.09%0.10%0.10%Q4 2016Q3 20174
Flinton Capital Management LLC 310.00%0.55%0.84%Q1 2017Q2 20184
Financial Services Advisory Inc 310.25%0.63%1.19%Q4 2021Q3 20234
Aureus Asset Management, LLC 440.03%0.05%0.08%Q4 2022Q3 20234
Hoover Financial Advisors, Inc. 310.00%0.00%0.01%Q2 2020Q2 20214
Baskin Financial Services Inc. 440.02%0.04%0.05%Q1 2020Q4 20204
DecisionPoint Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
STEEL GROVE CAPITAL ADVISORS, LLC 210.05%0.23%0.32%Q3 2015Q4 20184
Glen Harbor Capital Management LLC 310.00%0.21%0.32%Q1 2017Q2 20184
WCG Wealth Advisors LLC 210.00%0.23%0.79%Q2 2022Q3 20234
Alaska Permanent Fund Corp 220.03%1.47%5.56%Q1 2020Q3 20214
Sonora Investment Management Group, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Dynasty Wealth Management, LLC 440.90%3.54%6.18%Q4 2017Q3 20184
Crossvault Capital Management LLC 310.06%0.08%0.10%Q3 2020Q4 20214
TCWP LLC 440.09%0.13%0.18%Q4 2021Q3 20224
Bleakley Financial Group, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 440.24%0.27%0.29%Q4 2022Q3 20234
West Coast Financial LLC 220.03%0.09%0.14%Q4 2021Q3 20234
KARLINSKI ANDREW C 443.06%3.95%4.32%Q4 2021Q3 20224
TOWER TRUST Co 440.77%0.82%0.90%Q2 2013Q1 20144
Tyers Asset Management LLC 310.00%0.44%0.68%Q1 2017Q2 20184
GTS SECURITIES LLC 220.00%0.25%0.89%Q2 2023Q3 20234
VALLEY FINANCIAL MANAGEMENT, INC. 440.74%1.28%1.78%Q3 2022Q2 20234
Navigation Wealth Management, Inc. 440.08%0.42%0.91%Q2 2021Q1 20224
SageView Advisory Group, LLC 440.14%0.18%0.20%Q4 2022Q3 20234
Bricktown Capital, LLC 440.03%0.11%0.19%Q4 2022Q3 20234
FNY Partners Fund LP 440.00%0.01%0.02%Q2 2017Q1 20184
Forza Wealth Management, LLC 440.28%0.65%0.80%Q4 2022Q3 20234
Mayfair Advisory Group, LLC 440.27%0.31%0.39%Q2 2022Q1 20234
Sargent Investment Group, LLC 440.07%0.07%0.07%Q4 2022Q3 20234
Fidelis Capital Partners, LLC 440.24%0.56%0.70%Q4 2022Q3 20234
Platte River Wealth Advisors, LLC 440.24%0.27%0.30%Q4 2022Q3 20234
Neuburgh Advisers LLC 310.01%0.69%1.06%Q1 2017Q2 20184
NAVELLIER & ASSOCIATES INC 310.01%0.07%0.24%Q3 2012Q2 20144
Lodestone Wealth Management LLC 440.30%0.37%0.42%Q4 2022Q3 20234
Ensign Peak Advisors, Inc 440.04%0.05%0.06%Q3 2021Q2 20224
Widmann Financial Services, Inc. 220.18%0.20%0.22%Q4 2021Q3 20234
Visium Asset Management, LP 210.01%0.02%0.02%Q2 2013Q4 20154
Black Maple Capital Management LP 440.23%0.29%0.37%Q4 2022Q3 20234
HALL LAURIE J TRUSTEE 440.14%0.15%0.15%Q4 2017Q3 20184
Atlas Brown,Inc. 220.08%0.09%0.10%Q4 2021Q3 20234
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 440.26%0.28%0.30%Q4 2019Q3 20204
Reynders McVeigh Capital Management, LLC 440.03%0.03%0.03%Q4 2016Q3 20174
Moss Adams Wealth Advisors LLC 440.46%0.54%0.74%Q4 2022Q3 20234
Mach-1 Financial Group, LLC 310.04%0.08%0.15%Q1 2022Q1 20234
Silversage Advisors 441.43%1.80%2.58%Q4 2019Q3 20204
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.04%0.18%0.59%Q4 2017Q3 20184
BW Gestao de Investimentos Ltda. 441.57%2.07%2.53%Q4 2013Q3 20144
Li Winifred I 440.05%0.05%0.06%Q2 2013Q1 20144
Cyndeo Wealth Partners, LLC 440.07%0.08%0.09%Q4 2022Q3 20234
Portfolio Strategies, Inc. 442.83%4.02%5.38%Q4 2019Q3 20204
KMS FINANCIAL SERVICES, INC 440.03%0.04%0.04%Q4 2013Q3 20144
WEALTHCARE CAPITAL MANAGEMENT LLC 440.01%0.04%0.08%Q1 2015Q4 20154
SOUTH GEORGIA CAPITAL, LLC 440.02%0.04%0.06%Q1 2014Q4 20144
TIVERTON ASSET MANAGEMENT LLC 310.04%3.53%5.36%Q1 2017Q2 20184
MIRSKY FINANCIAL MANAGEMENT CORP. 440.10%1.50%2.14%Q1 2021Q4 20214
ST GERMAIN D J CO INC 310.02%0.03%0.04%Q4 2022Q4 20234
HM Capital Management, LLC 443.43%4.74%6.79%Q2 2013Q1 20144
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 310.02%0.08%0.16%Q3 2021Q3 20224
PEAK FINANCIAL ADVISORS LLC 310.21%0.44%0.99%Q4 2021Q3 20234
AGF MANAGEMENT LTD 441.29%1.44%1.54%Q4 2022Q3 20234
VAN DEN BERG MANAGEMENT I, INC 440.00%0.00%0.00%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 440.82%0.85%0.88%Q4 2021Q3 20224
Temasek Holdings (Private) Ltd 310.23%0.32%0.50%Q3 2020Q2 20224
ALETHEA CAPITAL MANAGEMENT, LLC 440.52%0.73%0.99%Q4 2014Q3 20154
Cooper Financial Group 310.08%0.18%0.36%Q2 2020Q3 20234
ROBERTSON STEPHENS ADVISORS LLC 443.58%6.13%8.99%Q4 2016Q3 20174
STEVENS CAPITAL MANAGEMENT LP 440.25%0.49%0.69%Q4 2021Q3 20224
Talisman Wealth Advisors LLC 440.60%0.78%0.88%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.02%0.03%0.03%Q4 2022Q3 20234
Register Financial Advisors LLC 440.20%0.29%0.35%Q4 2022Q3 20234
HUTCHINSON CAPITAL MANAGEMENT/CA 310.05%0.06%0.06%Q1 2022Q3 20234
ESG Planning 440.54%0.94%1.09%Q1 2022Q4 20224
Gryphon Financial Partners LLC 310.07%0.07%0.07%Q4 2017Q4 20184
ORRSTOWN FINANCIAL SERVICES INC 440.02%0.02%0.02%Q2 2013Q1 20144
Forward Management, LLC 210.00%1.22%4.78%Q2 2014Q2 20204
Stewardship Financial Advisors, LLC 310.03%0.03%0.04%Q4 2019Q1 20214
Aprio Wealth Management, LLC 440.81%1.80%3.07%Q4 2019Q3 20204
KFG WEALTH MANAGEMENT, LLC 440.16%0.18%0.22%Q4 2022Q3 20234
Lansing Street Advisors 310.00%0.01%0.02%Q1 2022Q2 20234
Stanley-Laman Group, Ltd. 310.04%0.05%0.05%Q4 2015Q4 20194
AMUSSEN HUNSAKER ASSOCIATES LLC 440.06%0.18%0.28%Q2 2018Q1 20194
Braver Wealth Management, LLC 310.10%0.23%0.38%Q2 2013Q4 20144
M. Kulyk & Associates, LLC 220.06%0.06%0.06%Q4 2021Q2 20234
REBALANCE, LLC 440.05%0.06%0.06%Q4 2022Q3 20234
Capital One Investing, Inc. 441.38%1.86%2.09%Q4 2018Q3 20194
B. Riley Financial, Inc. 440.09%0.14%0.17%Q3 2017Q2 20184
ANGELES WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Fortis Capital Advisors, LLC 440.74%1.48%2.25%Q4 2022Q3 20234
Phillips Wealth Planners LLC 441.72%1.92%2.31%Q4 2022Q3 20234
Sharper & Granite LLC 440.51%0.62%0.70%Q4 2022Q3 20234
Capital Wealth Planning, LLC 440.06%0.08%0.09%Q2 2019Q1 20204
Signify Wealth 310.21%1.19%3.50%Q4 2021Q1 20234
Mill Creek Capital Advisors, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Wealth Advisors of Tampa Bay, LLC 310.09%0.12%0.14%Q4 2021Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.10%0.13%0.14%Q4 2022Q3 20234
GHP Investment Advisors, Inc. 220.00%0.00%0.00%Q1 2022Q3 20234
FWL INVESTMENT MANAGEMENT, LLC 310.09%0.10%0.11%Q3 2022Q3 20234
Edenbrook Capital, LLC 440.50%1.66%2.76%Q1 2021Q4 20214
RWQ Financial Management Services, Inc. 441.56%4.04%6.47%Q4 2022Q3 20234
STAR Financial Bank 440.42%0.50%0.54%Q4 2022Q3 20234
JANUS HENDERSON GROUP PLC 210.00%0.00%0.00%Q1 2020Q2 20214
Waterloo Capital, L.P. 310.23%0.36%0.51%Q1 2020Q3 20234
GREAT WEST LIFE ASSURANCE CO /CAN/ 310.00%0.01%0.02%Q2 2014Q3 20184
Grey Fox Wealth Advisors, LLC 440.13%0.15%0.20%Q4 2022Q3 20234
SageGuard Financial Group, LLC 441.53%2.70%5.70%Q4 2020Q3 20214
Financial Freedom, LLC 440.08%0.63%1.51%Q4 2022Q3 20234
LWMG, LLC 440.21%0.22%0.23%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.06%0.26%0.38%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.65%0.78%0.87%Q4 2022Q3 20234
Folger Hill Asset Management LP 220.05%0.52%1.01%Q4 2015Q2 20174
MRA Advisory Group 220.16%0.22%0.33%Q4 2020Q1 20224
Tanglewood Legacy Advisors, LLC 440.16%0.17%0.18%Q4 2022Q3 20234
Stone Toro Investment Advisers, LP 440.97%2.04%3.78%Q2 2014Q1 20154
AlphaQ Advisors LLC 441.50%1.59%1.75%Q4 2022Q3 20234
LEE DANNER & BASS INC 440.02%0.02%0.02%Q2 2021Q1 20224
Litman Gregory Wealth Management LLC 310.00%0.00%0.00%Q1 2018Q2 20194
Harvest Investment Services, LLC 220.23%0.33%0.39%Q3 2019Q3 20204
Davide Leone & Partners Investment Co Ltd. 444.76%12.82%18.30%Q1 2020Q4 20204
BECK CAPITAL MANAGEMENT, LLC 310.07%0.07%0.07%Q4 2015Q4 20214
Private Wealth Group, LLC 440.24%0.32%0.40%Q4 2022Q3 20234
Wealthstar Advisors, LLC 220.07%0.08%0.10%Q4 2021Q3 20234
BECKER CAPITAL MANAGEMENT INC 310.01%0.03%0.04%Q4 2017Q3 20234
Delta Financial Group, Inc. 440.09%0.17%0.38%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.06%0.10%0.14%Q4 2022Q3 20234
Cedar Wealth Management, LLC 440.02%0.02%0.03%Q2 2021Q1 20224
Park Place Capital Corp 440.02%0.03%0.04%Q4 2022Q3 20234
SMITH CHAS P & ASSOCIATES PA CPAS 440.02%0.02%0.03%Q4 2022Q3 20234
SPOT TRADING L.L.C. 220.01%0.06%0.09%Q2 2017Q3 20174
Arista Wealth Management, LLC 440.19%0.23%0.27%Q4 2022Q3 20234
GIRARD SECURITIES, INC. 440.24%0.47%1.03%Q4 2016Q3 20174
Centurion Wealth Management LLC 440.22%0.31%0.39%Q4 2022Q3 20234
PETREDIS INVESTMENT ADVISORS LLC 443.59%4.28%4.60%Q4 2022Q3 20234
MEANS INVESTMENT CO., INC. 440.06%0.06%0.07%Q4 2022Q3 20234
Massachusetts Wealth Management 441.25%3.42%4.51%Q4 2022Q3 20234
Julex Capital Management, LLC 446.49%9.70%13.08%Q4 2018Q3 20194
CALDWELL SUTTER CAPITAL, INC. 440.13%0.13%0.14%Q4 2022Q3 20234
Eisler Capital (UK) Ltd. 310.02%1.44%2.59%Q2 2021Q2 20234
Gateway Wealth Partners, LLC 440.15%0.22%0.27%Q4 2022Q3 20234
KHP Capital, LLC 444.58%5.27%5.58%Q4 2017Q3 20184
St. Louis Financial Planners Asset Management, LLC 442.40%2.94%3.20%Q1 2023Q4 20234
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 440.00%0.04%0.11%Q3 2017Q2 20184
Strait & Sound Wealth Management LLC 440.41%0.45%0.49%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Milestone Investment Advisors LLC 441.60%1.72%1.96%Q4 2022Q3 20234
Worth Financial Advisory Group, LLC 440.50%0.52%0.55%Q4 2022Q3 20234
U S GLOBAL INVESTORS INC 310.13%0.26%0.45%Q3 2017Q1 20194
BRADY FAMILY WEALTH, LLC 440.15%0.17%0.18%Q4 2022Q3 20234
Family Capital Management, Inc. 440.15%0.36%0.52%Q4 2022Q3 20234
Vertex Planning Partners, LLC 440.40%0.55%0.74%Q4 2022Q3 20234
Breakwater Capital Group 440.17%0.18%0.19%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.05%0.07%0.08%Q4 2018Q3 20234
Sebold Capital Management, Inc. 440.28%0.33%0.35%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.86%0.99%1.14%Q4 2022Q3 20234
Highland Private Wealth Management 440.08%0.08%0.09%Q3 2018Q2 20194
Family Asset Management, LLC 440.48%0.57%0.76%Q4 2022Q3 20234
JOYN Advisors, Inc. 440.00%0.00%0.01%Q1 2018Q4 20184
Leucadia National 440.01%0.02%0.03%Q4 2022Q3 20234
&PARTNERS 220.14%0.19%0.26%Q2 2021Q3 20234
CHANNEL WEALTH LLC 440.40%0.57%0.72%Q1 2023Q4 20234
Quintet Private Bank (Europe) S.A. 310.01%0.01%0.01%Q2 2022Q3 20234
Rotella Capital Management, Inc. 440.29%1.16%1.79%Q2 2013Q1 20144
Clarius Group, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
EAGLE ROCK INVESTMENT COMPANY, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
CPA Asset Management LLC 441.11%1.31%1.46%Q4 2022Q3 20234
EFG Asset Management (Americas) Corp. 210.02%0.11%0.38%Q1 2014Q2 20184
SOMERVILLE KURT F 440.06%0.06%0.06%Q4 2021Q3 20224
Gunderson Capital Management Inc. 440.24%0.26%0.29%Q1 2023Q4 20234
Smith Anglin Financial, LLC 440.07%0.07%0.07%Q1 2021Q4 20214
HTG Investment Advisors, Inc. 440.44%0.46%0.48%Q4 2022Q3 20234
Optiver Holding B.V. 210.00%0.01%0.02%Q1 2022Q3 20234
Seed Wealth Management, Inc. 440.25%0.30%0.32%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Patriot Wealth Management, Inc. 441.47%2.26%2.83%Q3 2017Q2 20184
Thai Life Insurance PCL. 334.02%7.23%10.26%Q4 2016Q2 20173
East Coast Asset Management, LLC. 330.04%0.04%0.05%Q4 2012Q2 20133
Fiduciary Trust Co International of Pennsylvania 210.01%0.02%0.02%Q2 2019Q1 20203
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.03%1.23%2.30%Q4 2018Q4 20213
Private Capital Management, LLC 210.02%0.03%0.03%Q1 2022Q3 20233
BIP Wealth, LLC 330.07%0.09%0.11%Q1 2023Q3 20233
BEACON FINANCIAL GROUP 210.04%0.05%0.05%Q1 2022Q3 20233
Belmont Global Advisors, Inc. 210.44%1.35%2.16%Q1 2014Q2 20153
STRINGER ASSET MANAGEMENT, LLC 330.94%1.30%1.82%Q1 2022Q3 20223
BBT Capital Management, LLC 110.06%0.28%0.41%Q4 2014Q3 20163
National Mutual Insurance Federation of Agricultural Cooperatives 331.79%1.87%1.96%Q3 2017Q1 20183
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Hamilton Point Investment Advisors, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Reilly Herbert Faulkner III 330.11%0.11%0.11%Q3 2020Q1 20213
Strategic Income Management, LLC 333.03%3.03%3.03%Q4 2014Q2 20153
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP 334.68%5.31%5.98%Q2 2017Q4 20173
Edmond de Rothschild (Europe) 330.05%0.06%0.06%Q2 2015Q4 20153
Duquesne Family Office 110.68%0.90%1.08%Q2 2013Q2 20143
Pension Partners, LLC 210.22%0.40%0.57%Q3 2014Q3 20153
FolioMetrix LLC 332.48%2.55%2.64%Q4 2014Q2 20153
Elite Wealth Management, Inc. 210.02%0.08%0.21%Q3 2012Q4 20133
PVG Asset Management 210.47%0.69%1.12%Q1 2015Q1 20163
EisnerAmper Wealth Management Corporate Benefits, LLC 110.09%0.11%0.12%Q3 2021Q4 20233
Strid Group, LLC 330.26%0.31%0.41%Q4 2015Q2 20163
Gallagher Fiduciary Advisors, LLC 330.33%0.35%0.36%Q1 2023Q3 20233
Bayesian Capital Management, LP 110.06%0.09%0.16%Q4 2019Q1 20223
Accredited Investors Inc. 210.02%0.02%0.02%Q4 2022Q3 20233
Axiom Investment Management LLC 210.00%0.00%0.00%Q1 2019Q3 20223
First Western Trust Bank 210.00%0.01%0.01%Q1 2022Q2 20233
Mirador Capital Partners LP 110.06%0.08%0.11%Q4 2019Q3 20233
Westchester Capital Management, LLC 330.62%1.40%1.82%Q4 2018Q2 20193
ETRADE Capital Management LLC 210.00%0.01%0.01%Q1 2014Q3 20203
Analyst IMS Investment Management Services Ltd. 210.01%0.02%0.04%Q3 2018Q3 20233
US FINANCIAL ADVISORS, LLC 210.00%0.16%0.24%Q4 2014Q1 20213
AVALON CAPITAL MANAGEMENT 111.72%2.02%2.24%Q4 2013Q1 20163
Gotham Asset Management, LLC 330.10%0.10%0.11%Q1 2023Q3 20233
D'Orazio & Associates, Inc. 330.00%0.00%0.00%Q3 2019Q1 20203
Harfst & Associates, Inc. 210.00%0.00%0.00%Q4 2015Q2 20173
Quintium Advisors, LLC 330.00%2.02%5.84%Q3 2015Q1 20163
Deane Retirement Strategies, Inc. 211.31%3.27%6.40%Q2 2020Q4 20213
MATRIX ASSET ADVISORS INC/NY 330.03%0.03%0.04%Q1 2023Q3 20233
GUYASUTA INVESTMENT ADVISORS INC 330.02%0.02%0.02%Q1 2023Q3 20233
Rokos Capital Management LLP 330.00%0.07%0.17%Q1 2023Q3 20233
JT Stratford LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Guidant Wealth Advisors 330.01%0.01%0.02%Q1 2019Q3 20193
Connecticut Wealth Management, LLC 330.09%0.10%0.12%Q3 2020Q1 20213
Harvest Fund Management Co., Ltd 330.26%0.56%0.75%Q1 2023Q3 20233
SPRING CREEK CAPITAL LLC 330.04%0.14%0.22%Q2 2018Q4 20183
Premia Global Advisors, LLC 330.03%0.78%1.85%Q4 2017Q2 20183
Capital Directions Investment Advisors, LLC 210.00%0.00%0.01%Q2 2021Q2 20223
Jordan Park Group LLC 330.02%0.02%0.02%Q4 2021Q2 20223
Peak Capital Management LLC 210.00%0.13%0.40%Q2 2017Q3 20183
Cutter & CO Brokerage, Inc. 330.08%0.10%0.11%Q3 2014Q1 20153
Cypress Wealth Services, LLC 330.06%0.06%0.06%Q2 2020Q4 20203
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.08%0.08%0.09%Q4 2017Q3 20183
Legacy Financial Strategies, LLC 330.41%0.53%0.73%Q4 2017Q2 20183
Castle Rock Wealth Management, LLC 210.07%0.09%0.11%Q3 2021Q1 20233
Pegasus Asset Management, Inc. 330.09%0.09%0.10%Q3 2021Q1 20223
Ballew Advisors, Inc 330.02%0.02%0.03%Q1 2018Q3 20183
Tibra Equities Europe Ltd 211.60%9.24%15.70%Q1 2019Q4 20193
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.60%1.08%1.44%Q4 2021Q2 20223
Crow Point Partners, LLC 330.09%0.18%0.22%Q1 2018Q3 20183
Wealthstreet Investment Advisors, LLC 330.02%0.03%0.03%Q3 2020Q1 20213
SOLARIS ASSET MANAGEMENT LLC 330.08%0.40%1.02%Q3 2017Q1 20183
Alaska Wealth Advisors 330.02%0.02%0.02%Q1 2023Q3 20233
Relative Value Partners, LLC 330.04%0.04%0.04%Q2 2013Q4 20133
BBR PARTNERS, LLC 330.02%0.03%0.03%Q3 2020Q1 20213
MENORA MIVTACHIM HOLDINGS LTD. 330.01%0.01%0.01%Q1 2023Q3 20233
MinichMacGregor Wealth Management, LLC 110.02%1.09%2.04%Q2 2017Q1 20203
Dunvegan Associates, Inc. 330.11%0.12%0.13%Q1 2014Q3 20143
VisionPoint Advisory Group, LLC 210.01%0.34%0.61%Q4 2020Q3 20233
Essex Savings Bank 330.02%0.02%0.02%Q4 2018Q2 20193
Andesa Financial Management Inc. 210.06%0.10%0.14%Q2 2021Q4 20223
Jane Street Holding, LLC 110.03%0.06%0.09%Q4 2013Q4 20133
Bell Rock Capital LLC 330.01%0.02%0.03%Q4 2017Q2 20183
Kavar Capital Partners, LLC 210.01%0.01%0.01%Q4 2013Q2 20153
Graham Capital Management, L.P. 110.02%0.11%0.16%Q1 2017Q4 20213
Hobart Private Capital, LLC 335.81%6.70%7.39%Q1 2023Q3 20233
Vanguard Personalized Indexing Management, LLC 330.01%0.02%0.03%Q1 2023Q3 20233
BOENNING & SCATTERGOOD, INC. 210.03%0.03%0.03%Q4 2021Q4 20223
CANADA PENSION PLAN INVESTMENT BOARD 210.00%0.01%0.02%Q2 2013Q2 20153
HOWARD FINANCIAL SERVICES, LTD. 210.05%0.06%0.06%Q4 2021Q3 20233
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.02%0.02%Q2 2020Q4 20223
CPR Investments Inc. 211.71%3.89%5.69%Q3 2022Q2 20233
MBE Wealth Management, LLC 110.09%0.10%0.11%Q1 2020Q2 20233
JBJ Investment Partners, LLC 210.04%0.05%0.06%Q4 2020Q4 20213
TEACHERS ADVISORS, LLC 330.00%0.00%0.00%Q3 2015Q1 20163
tru Independence LLC 110.14%0.17%0.19%Q4 2019Q1 20213
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 330.03%0.03%0.03%Q2 2020Q4 20203
Cinctive Capital Management LP 220.29%0.33%0.40%Q1 2023Q2 20233
Sierra Capital LLC 330.00%0.00%0.00%Q1 2022Q3 20223
NORDEA INVESTMENT MANAGEMENT AB 330.03%0.04%0.05%Q3 2018Q1 20193
MOULTON WEALTH MANAGEMENT, INC 213.93%5.15%5.80%Q4 2020Q4 20213
Americana Partners, LLC 210.04%0.06%0.10%Q4 2019Q3 20233
HOEY INVESTMENTS, INC 330.03%0.04%0.04%Q1 2020Q3 20203
CFM WEALTH PARTNERS LLC 330.03%0.03%0.04%Q4 2019Q2 20203
Parcion Private Wealth LLC 210.02%0.26%0.41%Q3 2021Q2 20223
MCMORGAN & CO LLC 331.27%1.35%1.42%Q1 2023Q3 20233
H&H Retirement Design & Management INC 332.18%2.47%2.65%Q1 2023Q3 20233
NIEMANN CAPITAL MANAGEMENT INC 212.67%3.90%4.53%Q3 2014Q4 20193
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 330.23%0.25%0.27%Q2 2013Q4 20133
1776 Wealth LLC 330.14%0.16%0.18%Q4 2019Q2 20203
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.44%0.74%0.99%Q2 2013Q4 20133
MAGNOLIA CAPITAL ADVISORS LLC 330.15%0.20%0.30%Q1 2023Q3 20233
Keebeck Wealth Management, LLC 210.04%0.04%0.05%Q1 2022Q4 20223
Procyon Advisors, LLC 330.02%0.03%0.03%Q4 2019Q2 20203
Engrave Wealth Partners LLC 330.02%0.02%0.02%Q4 2019Q2 20203
Affinity Capital Advisors, LLC 330.27%0.66%0.96%Q1 2023Q3 20233
Truadvice, LLC 210.86%1.30%1.93%Q2 2022Q3 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.68%0.88%1.01%Q4 2020Q2 20223
Cornerstone Planning Group LLC 210.03%0.03%0.04%Q4 2022Q3 20233
IAM Advisory, LLC 330.07%0.08%0.08%Q1 2023Q3 20233
Birchcreek Wealth Management, LLC 330.46%1.17%1.96%Q1 2023Q3 20233
Octavia Wealth Advisors, LLC 330.07%0.07%0.08%Q3 2021Q1 20223
STABLEFORD CAPITAL II LLC 210.10%0.11%0.14%Q3 2021Q1 20233
Annapolis Financial Services, LLC 210.00%0.02%0.06%Q1 2021Q3 20233
Oakwell Private Wealth Management, LLC 210.09%0.11%0.14%Q4 2021Q3 20233
Rye Brook Capital LLC 332.87%4.76%6.12%Q4 2020Q2 20213
Golden State Equity Partners 330.15%0.16%0.17%Q1 2023Q3 20233
Bard Financial Services, Inc. 330.03%0.03%0.03%Q4 2020Q2 20213
IronBridge Private Wealth, LLC 212.12%3.64%4.52%Q3 2021Q1 20233
Strategic Financial Concepts, LLC 330.24%0.38%0.57%Q1 2023Q3 20233
Atlantic Private Wealth, LLC 330.02%0.10%0.14%Q1 2023Q3 20233
Greenland Capital Management LP 210.03%0.27%0.48%Q4 2022Q3 20233
WIN ADVISORS, INC 330.00%1.09%3.09%Q4 2021Q2 20223
Fifth Third Wealth Advisors LLC 330.22%0.29%0.40%Q2 2023Q4 20233
JUMP TRADING, LLC 210.40%1.33%2.13%Q2 2019Q2 20203
AIRE ADVISORS, LLC 330.08%0.10%0.12%Q1 2022Q3 20223
Pinnacle Private Wealth, LLC 330.08%0.09%0.09%Q4 2021Q2 20223
Operose Advisors LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Pinnacle Wealth Management, LLC 210.36%0.42%0.49%Q3 2022Q3 20233
Kingsbury Capital Investment Advisors LLC 330.76%0.95%1.30%Q1 2022Q3 20223
FSM Wealth Advisors, LLC 330.15%0.16%0.16%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.14%0.18%0.20%Q1 2023Q3 20233
DAYMARK WEALTH PARTNERS, LLC 330.04%0.05%0.07%Q1 2023Q3 20233
CLARK FINANCIAL SERVICES GROUP INC /BD 211.02%1.10%1.15%Q1 2021Q4 20213
Strategic Investment Solutions, Inc. /IL 330.00%0.01%0.01%Q1 2023Q3 20233
Olistico Wealth, LLC 330.20%0.21%0.21%Q1 2023Q3 20233
Heritage Wealth Partners, LLC 210.18%0.35%0.63%Q4 2022Q3 20233
Glass Jacobson Investment Advisors llc 210.58%0.69%0.80%Q4 2022Q3 20233
LGT Financial Advisors LLC 210.01%0.06%0.10%Q4 2022Q3 20233
Destiny Capital Corp/CO 333.17%3.37%3.60%Q4 2022Q2 20233
LEGACY FINANCIAL GROUP, INC. 330.11%0.11%0.12%Q1 2023Q3 20233
Ruggaard & Associates LLC 330.15%0.16%0.16%Q1 2023Q3 20233
Empire Financial Management Company, LLC 330.28%0.31%0.32%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.68%0.78%0.96%Q1 2023Q3 20233
PFG Investments, LLC 330.12%0.18%0.22%Q1 2023Q3 20233
Yoder Wealth Management, Inc. 331.74%1.79%1.82%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.04%0.05%0.06%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.41%0.48%0.63%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
SWEENEY & MICHEL, LLC 330.45%0.46%0.47%Q1 2023Q3 20233
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q1 2018Q2 20233
CAPITAL GUARDIAN TRUST CO 210.00%0.00%0.00%Q1 2016Q4 20183
SWISS REINSURANCE CO LTD 330.43%2.10%5.38%Q3 2013Q1 20143
COWEN AND COMPANY, LLC 110.00%0.04%0.10%Q4 2020Q3 20223
MONTAG & CALDWELL, LLC 330.00%0.00%0.01%Q3 2014Q1 20153
Laird Norton Wetherby Trust Company, LLC 330.02%0.02%0.02%Q2 2021Q4 20213
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.40%0.42%0.44%Q1 2018Q3 20183
DERBY & COMPANY, INC 330.05%0.05%0.05%Q1 2021Q3 20213
BREMER TRUST NATIONAL ASSOCIATION 330.04%0.06%0.08%Q2 2018Q4 20183
ROMAN BUTLER FULLERTON & CO 330.52%0.68%0.79%Q4 2018Q2 20193
PARK NATIONAL CORP /OH/ 330.01%0.01%0.01%Q2 2023Q4 20233
BEL AIR INVESTMENT ADVISORS LLC 210.03%0.12%0.17%Q3 2013Q2 20213
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2021Q3 20233
CIBC WORLD MARKETS CORP 110.06%0.24%0.41%Q1 2018Q3 20223
Tufton Capital Management 210.03%0.04%0.05%Q1 2022Q3 20233
Sculptor Capital LP 110.08%0.11%0.14%Q1 2015Q3 20173
SANDERS MORRIS HARRIS LLC 330.12%0.58%1.29%Q1 2016Q3 20163
FULTON BANK, N.A. 330.01%0.01%0.01%Q2 2023Q4 20233
WEXFORD CAPITAL LP 110.09%0.49%1.28%Q4 2020Q3 20223
P SCHOENFELD ASSET MANAGEMENT LP 210.58%1.97%3.67%Q3 2016Q1 20193
VANGUARD GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
CANTOR FITZGERALD, L. P. 210.01%0.02%0.02%Q4 2022Q3 20233
WELLINGTON MANAGEMENT GROUP LLP 330.00%0.00%0.00%Q3 2019Q1 20203
BlackRock Institutional Trust Company, N.A. 210.00%0.00%0.00%Q2 2013Q1 20143
LANDAAS & CO /WI /ADV 210.05%0.05%0.06%Q3 2017Q2 20183
Eclectica Asset Management LLP 331.65%1.92%2.31%Q3 2013Q1 20143
King Wealth Management Group 210.04%0.04%0.05%Q4 2021Q2 20233
Valtinson Bruner Financial Planning LLC 221.26%1.33%1.40%Q3 2021Q4 20212
Herold Advisors, Inc. 110.02%0.02%0.02%Q3 2021Q1 20222
NorthCrest Asset Manangement, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Quantitative Strategies, Inc. 225.33%5.37%5.42%Q2 2023Q3 20232
LVZ, Inc. 220.18%0.19%0.20%Q2 2023Q3 20232
Alerus Investment Advisors Corp 220.00%0.14%0.28%Q2 2015Q3 20152
FSA Wealth Management LLC 220.01%0.01%0.01%Q4 2019Q1 20202
UBS OCONNOR LLC 110.09%0.25%0.41%Q4 2016Q3 20202
ADELL HARRIMAN & CARPENTER INC 110.03%0.03%0.03%Q1 2021Q3 20222
Adams Wealth Management 110.03%0.45%0.86%Q4 2019Q3 20202
HYMAN CHARLES D 110.01%0.01%0.01%Q4 2021Q2 20232
COOKSON PEIRCE & CO INC 220.04%0.04%0.04%Q2 2023Q3 20232
Summit Wealth Group, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Element Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Legacy Wealth Planning, LLC 220.25%0.25%0.25%Q4 2021Q1 20222
CAPITAL PERFORMANCE ADVISORS LLP 220.58%0.59%0.60%Q2 2023Q3 20232
OLIO Financial Planning 220.10%0.10%0.11%Q2 2023Q3 20232
BAYSHORE ASSET MANAGEMENT, LLC 220.14%0.14%0.14%Q2 2023Q3 20232
Argent Wealth Management LLC 220.05%0.06%0.06%Q4 2019Q1 20202
OKABENA INVESTMENT SERVICES INC 220.00%0.01%0.02%Q4 2022Q1 20232
CAZ INVESTMENTS LP 221.66%1.88%2.10%Q4 2019Q1 20202
Financial Connections Group, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Western Pacific Wealth Management, LP 220.14%0.15%0.15%Q4 2021Q1 20222
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.03%0.03%0.03%Q2 2023Q3 20232
QCM Cayman, Ltd. 110.86%0.98%1.10%Q1 2021Q3 20212
AQR Capital Management 220.00%0.01%0.01%Q2 2023Q3 20232
Allie Family Office LLC 220.16%0.17%0.18%Q1 2023Q2 20232
Pacifica Partners Inc. 220.01%0.02%0.02%Q3 2023Q4 20232
DOCK STREET ASSET MANAGEMENT INC 220.23%0.24%0.24%Q4 2014Q1 20152
JOURNEY STRATEGIC WEALTH LLC 220.02%0.02%0.03%Q4 2022Q1 20232
Xcel Wealth Management, LLC 220.12%0.17%0.22%Q2 2023Q3 20232
Gyon Technologies Capital Management, LP 220.14%0.34%0.54%Q3 2021Q4 20212
Kellett Wealth Advisors, LLC 220.20%0.74%1.28%Q2 2023Q3 20232
CTC Capital Management, LLC 111.63%3.67%5.72%Q1 2022Q4 20222
Bryant Woods Investment Advisors, LLC 220.18%0.18%0.19%Q1 2023Q2 20232
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 220.00%0.00%0.00%Q1 2021Q2 20212
Planning Center, Inc. 220.17%0.39%0.60%Q4 2021Q1 20222
MONOGRAPH WEALTH ADVISORS, LLC 220.17%0.18%0.18%Q4 2021Q1 20222
First Farmers & Merchants Bank / Trust 220.26%0.26%0.26%Q4 2021Q1 20222
London & Capital Asset Management Ltd 220.05%0.07%0.08%Q4 2018Q1 20192
Ferguson Shapiro LLC 221.12%3.53%5.95%Q3 2020Q4 20202
DAGCO, INC. 220.29%0.31%0.32%Q3 2020Q4 20202
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.02%0.22%0.42%Q4 2013Q1 20182
GLG Partners LP 110.22%0.33%0.44%Q2 2015Q4 20152
SS&H Financial Advisors, Inc. 110.30%0.32%0.34%Q1 2023Q3 20232
Fairhaven Wealth Management, LLC 110.08%0.08%0.08%Q4 2021Q2 20232
LETKO, BROSSEAU & ASSOCIATES INC 220.00%0.00%0.00%Q4 2013Q1 20142
Planning Solutions Group LLC 220.11%0.11%0.11%Q1 2019Q2 20192
FORTEM FINANCIAL GROUP, LLC 110.02%0.59%1.16%Q4 2020Q4 20212
Signet Investment Advisory Group, Inc. 110.05%0.06%0.07%Q4 2018Q4 20202
Calamos Advisors LLC 110.01%0.09%0.18%Q2 2013Q3 20212
HERITAGE INVESTORS MANAGEMENT CORP 110.01%0.01%0.01%Q1 2022Q4 20222
Retireful, LLC 220.29%0.62%0.95%Q1 2023Q2 20232
Sentinus, LLC 220.10%0.37%0.64%Q1 2023Q2 20232
Alera Investment Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Principal Street Partners, LLC 110.08%0.41%0.74%Q3 2019Q4 20222
Coury Firm Asset Management LLC 220.45%1.06%1.66%Q4 2021Q1 20222
LIBRA WEALTH LLC 220.11%0.12%0.12%Q2 2023Q3 20232
Private Wealth Partners, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Peachtree Investment Advisors, Inc. 220.01%0.01%0.02%Q1 2015Q2 20152
Sunesis Advisors, LLC 110.56%0.58%0.60%Q1 2023Q3 20232
Beacon Pointe Wealth Advisors, LLC 110.08%0.11%0.14%Q4 2018Q3 20192
DUALITY ADVISERS, LP 111.00%4.14%7.29%Q4 2018Q3 20192
Lutz Financial Services LLC 220.09%0.10%0.10%Q3 2018Q4 20182
CASTLE WEALTH MANAGEMENT LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Farmers & Merchants Trust Co of Long Beach 220.13%0.14%0.15%Q4 2018Q1 20192
MACKENZIE FINANCIAL CORP 220.04%0.05%0.06%Q4 2018Q1 20192
SWS Partners 220.02%0.02%0.02%Q4 2017Q1 20182
WAFRA INC. 110.60%0.81%1.03%Q4 2013Q4 20152
Altman Advisors, Inc. 110.44%0.77%1.10%Q4 2017Q3 20222
ACUTE INVESTMENT ADVISORY, LLC 111.13%2.11%3.08%Q4 2021Q2 20222
Cresta Advisors, Ltd. 221.88%1.90%1.91%Q2 2023Q3 20232
3D ASSET MANAGEMENT, INC 220.08%0.12%0.16%Q2 2020Q3 20202
Three Bridge Wealth Advisors, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
Kabarec Financial Advisors, Ltd. 220.01%0.01%0.02%Q1 2018Q2 20182
Poehling Capital Management, INC. 220.01%0.01%0.01%Q1 2018Q2 20182
Ethos Financial Group, LLC 220.06%0.07%0.07%Q1 2023Q2 20232
RFP Financial Group LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Northwest Capital Management Inc 220.06%0.06%0.06%Q2 2023Q3 20232
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q1 2018Q4 20182
Lodge Hill Capital, LLC 220.49%0.50%0.50%Q2 2023Q3 20232
Fortress Investment Group LLC 110.03%0.14%0.24%Q2 2013Q4 20142
Virtue Capital Management, LLC 220.02%0.02%0.02%Q4 2017Q1 20182
Cypress Capital, LLC 220.11%0.11%0.11%Q2 2023Q3 20232
New Hampshire Trust 220.02%0.02%0.02%Q4 2022Q1 20232
Fortune Financial Advisors, LLC 220.69%0.69%0.70%Q2 2023Q3 20232
TCP Asset Management, LLC 222.08%2.12%2.17%Q2 2023Q3 20232
LexAurum Advisors, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Tower View Wealth Management LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.06%0.06%0.06%Q3 2022Q4 20222
Brainard Capital Management LLC 220.72%0.76%0.79%Q4 2022Q1 20232
Manifold Partners, LLC 110.00%0.05%0.10%Q3 2013Q4 20152
Hudson Bay Capital Management LP 220.01%0.04%0.07%Q2 2016Q3 20162
HGI Capital Management, LLC 220.10%0.14%0.18%Q2 2018Q3 20182
COMERICA SECURITIES INC 220.03%0.03%0.03%Q3 2017Q4 20172
MILESTONE ASSET MANAGEMENT, LLC 220.10%0.77%1.44%Q1 2023Q2 20232
CAHABA WEALTH MANAGEMENT, INC. 220.02%0.02%0.03%Q2 2023Q3 20232
Fore Capital, LLC 111.17%1.90%2.63%Q1 2018Q2 20192
RIVERHEAD CAPITAL MANAGEMENT LLC 220.24%0.24%0.24%Q2 2017Q3 20172
Miller Investment Management, LP 220.03%0.03%0.04%Q2 2023Q3 20232
Field & Main Bank 110.00%0.01%0.01%Q2 2022Q4 20222
Israel Discount Bank of New York 220.02%0.02%0.02%Q1 2017Q2 20172
XML SECURITIES, LLC 220.97%1.10%1.24%Q4 2017Q1 20182
Northeast Financial Group, Inc. 220.31%0.33%0.34%Q2 2023Q3 20232
Heritage Trust Co 220.06%0.06%0.06%Q2 2023Q3 20232
West Tower Group, LLC 220.02%0.08%0.14%Q2 2023Q3 20232
Ridgewood Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Portman Square Capital LLP 220.34%0.45%0.55%Q2 2023Q3 20232
Deer Park Road Corp 110.77%1.15%1.53%Q3 2022Q1 20232
Grey Street Capital, LLC 220.24%0.24%0.24%Q2 2023Q3 20232
Select Equity Group, L.P. 220.72%0.84%0.96%Q4 2019Q1 20202
Sterling Investment Advisors, Ltd. 220.01%0.01%0.01%Q1 2022Q2 20222
Buck Wealth Strategies, LLC 110.02%0.02%0.02%Q1 2023Q3 20232
ABLE Financial Group, LLC 220.15%0.15%0.16%Q1 2023Q2 20232
Lehman Financial Resources, Inc. 220.01%0.01%0.01%Q4 2014Q1 20152
ORG Partners LLC 220.05%0.06%0.06%Q2 2023Q3 20232
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2018Q2 20192
Nemes Rush Group LLC 220.17%0.18%0.19%Q2 2023Q3 20232
Rockwood Wealth Management, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Slagle Financial, LLC 220.19%0.20%0.21%Q2 2023Q3 20232
Prairie Sky Financial Group LLC 220.22%0.22%0.22%Q2 2023Q3 20232
UNION SAVINGS BANK 220.16%0.17%0.17%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.20%0.21%0.22%Q2 2023Q3 20232
SEVEN MILE ADVISORY 221.05%1.15%1.24%Q2 2023Q3 20232
SYKON CAPITAL LLC 225.41%5.62%5.84%Q2 2023Q3 20232
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 220.36%0.45%0.54%Q2 2023Q3 20232
Summit X, LLC 110.02%0.04%0.07%Q3 2020Q3 20232
LWM Advisory Services, LLC 110.16%0.34%0.51%Q1 2022Q3 20232
True Capital Management 220.55%0.56%0.57%Q4 2022Q1 20232
IAMS WEALTH MANAGEMENT, LLC 220.40%0.44%0.49%Q2 2023Q3 20232
Peoples Bank/KS 220.62%1.36%2.09%Q3 2023Q4 20232
RIVERNORTH CAPITAL MANAGEMENT, LLC 220.02%0.12%0.22%Q3 2013Q4 20132
Kohmann Bosshard Financial Services, LLC 220.11%0.11%0.12%Q2 2023Q3 20232
Symmetry Investments LP 110.10%0.22%0.33%Q2 2022Q3 20232
Lourd Capital, LLC 220.05%0.08%0.10%Q4 2015Q1 20162
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q3 2016Q2 20192
SPX Gestao de Recursos Ltda 113.34%3.52%3.70%Q4 2014Q2 20202
Baltimore-Washington Financial Advisors, Inc. 110.02%0.02%0.02%Q1 2022Q3 20222
Per Stirling Capital Management, LLC. 110.04%0.05%0.07%Q4 2022Q2 20232
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 220.00%0.00%0.00%Q2 2013Q3 20132
Kaye Capital Management 220.45%0.50%0.56%Q4 2022Q1 20232
Engle Capital Management, L.P. 221.78%2.17%2.55%Q2 2017Q3 20172
NEW AMSTERDAM PARTNERS LLC/NY 110.03%0.04%0.06%Q4 2015Q4 20162
BEACONLIGHT CAPITAL, LLC 111.35%1.81%2.27%Q4 2021Q2 20232
Pinnacle Family Advisors, LLC 220.61%1.03%1.45%Q2 2023Q3 20232
SAWGRASS ASSET MANAGEMENT LLC 220.08%0.08%0.08%Q2 2023Q3 20232
CSS LLC/IL 110.04%0.09%0.15%Q3 2023Q3 20232
Baring International Investment Ltd 229.02%9.66%10.30%Q1 2014Q2 20142
COWEN INC. 220.03%0.03%0.03%Q1 2019Q2 20192
Berkeley Capital Partners, LLC 220.17%0.22%0.28%Q1 2020Q2 20202
INTREPID CAPITAL MANAGEMENT INC 220.34%0.35%0.37%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.05%0.05%0.06%Q2 2013Q3 20132
NN Investment Partners Holdings N.V. 220.15%0.15%0.15%Q1 2017Q2 20172
EMG Holdings, L.P. 110.08%0.09%0.10%Q2 2022Q2 20222
Garda Capital Partners LP 110.15%0.39%0.63%Q4 2022Q2 20232
Winchester Group Inc. 220.14%0.14%0.15%Q2 2013Q3 20132
Cardan Capital Partners, LLC 220.50%0.54%0.58%Q2 2017Q3 20172
STUYVESANT CAPITAL MANAGEMENT 220.40%0.42%0.45%Q2 2013Q3 20132
Pekin Hardy Strauss, Inc. 220.04%0.04%0.05%Q3 2021Q4 20212
SHINE INVESTMENT ADVISORY SERVICES INC 110.00%0.00%0.00%Q2 2017Q1 20192
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 220.01%0.02%0.03%Q1 2021Q2 20212
Hayden Royal, LLC 220.24%0.25%0.26%Q1 2019Q2 20192
HONEYWELL INTERNATIONAL INC 220.72%1.10%1.48%Q4 2013Q1 20142
VALICENTI ADVISORY SERVICES INC 110.09%0.10%0.10%Q3 2018Q1 20192
Moisand Fitzgerald Tamayo, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Fiduciary Group LLC 220.04%0.06%0.08%Q2 2023Q3 20232
VAUGHAN & Co SECURITIES, INC. 220.04%0.05%0.05%Q4 2019Q1 20202
10-15 ASSOCIATES, INC. 220.34%0.35%0.36%Q1 2019Q2 20192
Sendero Wealth Management, LLC 220.49%0.51%0.53%Q2 2023Q3 20232
Vontobel Swiss Wealth Advisors AG 110.04%0.17%0.30%Q4 2014Q2 20162
FORBES J M & CO LLP 221.75%1.84%1.92%Q2 2023Q3 20232
Towercrest Capital Management 220.06%0.06%0.06%Q2 2023Q3 20232
BHF Kleinwort Benson Group S.A. 220.00%0.00%0.00%Q3 2014Q4 20142
FIRST NIAGARA BANK 220.09%0.09%0.10%Q2 2015Q3 20152
MSD Partners, L.P. 110.81%8.51%16.21%Q3 2019Q4 20212
SUMMIT CAPITAL MANAGEMENT LLC 220.09%0.10%0.12%Q4 2015Q1 20162
BBVA USA 220.10%0.13%0.16%Q2 2021Q3 20212
STATE OF WISCONSIN INVESTMENT BOARD 220.00%0.00%0.00%Q4 2021Q1 20222
Teamwork Financial Advisors, LLC 220.12%0.12%0.13%Q2 2023Q3 20232
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 221.64%1.72%1.80%Q1 2016Q2 20162
Cornerstone Advisors, Inc. 220.01%0.01%0.01%Q1 2019Q2 20192
Strategic Capital Alternatives LLC 220.00%0.03%0.06%Q2 2015Q3 20152
Barber Financial Group, Inc. 220.03%0.03%0.03%Q4 2021Q1 20222
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.06%0.06%0.07%Q2 2022Q3 20222
FINANCIAL CONSULATE, INC 220.08%0.08%0.08%Q2 2021Q3 20212
EXANE DERIVATIVES 110.01%0.06%0.10%Q1 2015Q2 20162
Graticule Asia Macro Advisors LLC 110.24%0.56%0.88%Q1 2017Q3 20212
Holloway Wealth Management, LLC 110.00%0.01%0.01%Q2 2019Q3 20212
Nokota Management, LP 111.55%1.77%2.00%Q4 2016Q2 20172
Clarkston Capital Partners, LLC 110.00%0.00%0.00%Q4 2021Q2 20232
XL Group Investments Ltd 228.30%8.66%9.02%Q4 2016Q1 20172
Cascabel Management LP 224.77%6.07%7.37%Q4 2013Q1 20142
Caprock Group, LLC 220.13%0.13%0.13%Q4 2016Q1 20172
Mader & Shannon Wealth Management, Inc. 224.86%4.95%5.05%Q4 2014Q1 20152
FSB PREMIER WEALTH MANAGEMENT, INC. 220.10%0.10%0.10%Q4 2021Q1 20222
Arlington Capital Management, Inc. 222.08%3.67%5.26%Q4 2021Q1 20222
Pachira Investments Inc. 223.43%3.49%3.55%Q2 2023Q3 20232
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 220.01%0.01%0.02%Q1 2021Q2 20212
Valley Brook Capital Group, Inc. 220.02%0.02%0.03%Q4 2020Q1 20212
Hudson Portfolio Management LLC 220.23%0.24%0.24%Q2 2023Q3 20232
RIDGECREST WEALTH PARTNERS, LLC 220.14%0.14%0.14%Q2 2023Q3 20232
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
36 SOUTH CAPITAL ADVISORS LLP 220.29%6.82%13.35%Q1 2021Q2 20212
Urban Wealth Management, LLC 110.10%0.25%0.40%Q4 2020Q2 20222
Regency Capital Management Inc.\DE 110.00%0.00%0.00%Q1 2021Q3 20212
Mezzasalma Advisors, LLC 220.29%0.32%0.36%Q2 2023Q3 20232
Bluesphere Advisors, LLC 220.86%1.00%1.15%Q4 2020Q1 20212
Alpha DNA Investment Management LLC 220.11%0.13%0.16%Q4 2020Q1 20212
GoalVest Advisory LLC 110.01%0.01%0.01%Q4 2020Q2 20212
SWMG, LLC 220.38%0.46%0.54%Q1 2023Q2 20232
Hemington Wealth Management 110.12%0.12%0.12%Q4 2020Q4 20212
DUPONT CAPITAL MANAGEMENT CORP 110.10%0.11%0.12%Q4 2013Q1 20152
F/M Investments LLC 220.45%0.46%0.46%Q2 2023Q3 20232
Planned Solutions, Inc. 220.08%0.08%0.08%Q3 2020Q4 20202
Bordeaux Wealth Advisors LLC 110.00%0.70%1.39%Q4 2021Q4 20212
Snider Financial Group 223.55%3.60%3.64%Q2 2023Q3 20232
Fortis Group Advisors, LLC 110.01%0.08%0.16%Q3 2020Q3 20232
Vise Technologies, Inc. 220.06%0.07%0.08%Q4 2021Q1 20222
Davis Capital Management 220.24%0.25%0.27%Q1 2020Q2 20202
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Farmers National Bank 110.01%0.01%0.01%Q1 2019Q1 20191
WealthStone, Inc. 110.04%0.04%0.04%Q2 2019Q2 20191
UNIQUE WEALTH, LLC 110.24%0.24%0.24%Q4 2022Q4 20221
Vanguard Capital Wealth Advisors 110.27%0.27%0.27%Q2 2019Q2 20191
Requisite Capital Management, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
44 WEALTH MANAGEMENT LLC 110.07%0.07%0.07%Q4 2021Q4 20211
RIA Advisory Group LLC 110.13%0.13%0.13%Q4 2022Q4 20221
HARTFORD INVESTMENT MANAGEMENT CO 115.85%5.85%5.85%Q4 2022Q4 20221
Verum Partners LLC 110.71%0.71%0.71%Q3 2023Q3 20231
Quantitative Advantage, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Seven Bridges Advisors LLC 116.01%6.01%6.01%Q1 2018Q1 20181
qPULA Trading Management LP 111.68%1.68%1.68%Q2 2022Q2 20221
MPI INVESTMENT MANAGEMENT, INC. 110.26%0.26%0.26%Q4 2017Q4 20171
Financial Advantage, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
PDS Planning, Inc 110.06%0.06%0.06%Q4 2021Q4 20211
FIDUCIENT ADVISORS LLC 110.03%0.03%0.03%Q3 2023Q3 20231
SYMONS CAPITAL MANAGEMENT INC 110.12%0.12%0.12%Q1 2020Q1 20201
First Trust Direct Indexing L.P. 110.03%0.03%0.03%Q3 2023Q3 20231
TCG Advisors, LP 110.45%0.45%0.45%Q2 2020Q2 20201
Claybrook Capital, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Gallagher Benefit Services, Inc. 110.78%0.78%0.78%Q4 2022Q4 20221
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Landmark Wealth Management, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
SignalPoint Asset Management, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Tradeworx Inc. 110.13%0.13%0.13%Q2 2013Q2 20131
MHI Funds, LLC 113.79%3.79%3.79%Q3 2018Q3 20181
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
FDO Partners, LLC 110.50%0.50%0.50%Q4 2017Q4 20171
VitalStone Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Fulcrum Capital LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Ada Investment Management, LP 112.55%2.55%2.55%Q3 2015Q3 20151
Shay Capital LLC 110.15%0.15%0.15%Q4 2022Q4 20221
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.00%0.00%0.00%Q4 2021Q4 20211
Southeast Asset Advisors Inc. 110.03%0.03%0.03%Q2 2023Q2 20231
Laurion Capital Management LP 110.02%0.02%0.02%Q4 2016Q4 20161
Lee Financial Co 110.02%0.02%0.02%Q4 2021Q4 20211
Hefren-Tillotson, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Headlands Technologies LLC 110.22%0.22%0.22%Q2 2023Q2 20231
ALPINE ASSOCIATES MANAGEMENT INC. 110.03%0.03%0.03%Q2 2019Q2 20191
Forty4 Asset Management LLC 111.62%1.62%1.62%Q4 2013Q4 20131
Prism Advisors, Inc. 111.22%1.22%1.22%Q3 2022Q3 20221
Cassia Capital Partners, LLC 112.04%2.04%2.04%Q3 2021Q3 20211
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 110.01%0.01%0.01%Q1 2022Q1 20221
FINANCIAL MANAGEMENT NETWORK INC 110.09%0.09%0.09%Q1 2023Q1 20231
Cordatus Wealth Management LLC 110.80%0.80%0.80%Q4 2022Q4 20221
North Fourth Asset Management, LP 117.07%7.07%7.07%Q4 2018Q4 20181
FIRST INTERSTATE BANCSYSTEM INC 112.34%2.34%2.34%Q1 2021Q1 20211
Trutina Financial LLC 110.01%0.01%0.01%Q1 2014Q1 20141
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
Sovarnum Capital L.P. 110.41%0.41%0.41%Q4 2017Q4 20171
FNY Managed Accounts LLC 110.10%0.10%0.10%Q3 2017Q3 20171
Boston Common Asset Management, LLC 110.03%0.03%0.03%Q3 2013Q3 20131
Prentice Wealth Management LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Oak Point Wealth Management 111.34%1.34%1.34%Q4 2017Q4 20171
Vestpro Financial Partners, Inc. dba CPF Texas 111.08%1.08%1.08%Q4 2017Q4 20171
Serengeti Asset Management LP 114.14%4.14%4.14%Q2 2019Q2 20191
Summit Financial Strategies, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
SOCIETE GENERALE 110.13%0.13%0.13%Q2 2016Q2 20161
Berger Financial Group, Inc 110.02%0.02%0.02%Q2 2023Q2 20231
Giralda Advisors, LLC 1117.82%17.82%17.82%Q2 2016Q2 20161
Portfolio Strategies Inc 117.26%7.26%7.26%Q2 2017Q2 20171
SILVERLAKE WEALTH MANAGEMENT LLC 110.31%0.31%0.31%Q4 2021Q4 20211
True Wealth Design, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
USA MUTUALS ADVISORS, INC. 110.19%0.19%0.19%Q4 2017Q4 20171
Perella Weinberg Partners Capital Management LP 110.31%0.31%0.31%Q2 2013Q2 20131
RITTER DANIHER FINANCIAL ADVISORY LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Palogic Value Management, L.P. 110.10%0.10%0.10%Q2 2023Q2 20231
Carlson Capital Management 110.04%0.04%0.04%Q1 2021Q1 20211
Authentikos Wealth Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Financial Consulate Inc. 110.08%0.08%0.08%Q2 2021Q2 20211
HT Partners LLC 113.44%3.44%3.44%Q4 2015Q4 20151
Irish Life Investment Managers Ltd. 110.02%0.02%0.02%Q2 2013Q2 20131
Empowered Funds, LLC 110.50%0.50%0.50%Q2 2021Q2 20211
Alpha Financial Advisors, LLC 110.39%0.39%0.39%Q4 2022Q4 20221
MIZUHO MARKETS AMERICAS LLC 110.38%0.38%0.38%Q3 2023Q3 20231
CMT Asset Management Ltd 110.02%0.02%0.02%Q2 2013Q2 20131
Chessman Wealth Strategies RIA 110.00%0.00%0.00%Q3 2018Q3 20181
ACADIA TRUST NA 110.10%0.10%0.10%Q3 2014Q3 20141
Seven Post Investment Office LP 110.09%0.09%0.09%Q2 2022Q2 20221
TIDE POINT CAPITAL MANAGEMENT, LP 113.68%3.68%3.68%Q4 2016Q4 20161
Synergy Asset Management, LLC 110.70%0.70%0.70%Q1 2023Q1 20231
Yelin Lapidot Holdings Management Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Truepoint, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
PCA Investment Advisory Services Inc. 110.03%0.03%0.03%Q2 2023Q2 20231
Pinnacle Wealth Advisors 110.06%0.06%0.06%Q2 2021Q2 20211
BOSTON FINANCIAL MANGEMENT LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Efficient Market Advisors, LLC 110.25%0.25%0.25%Q4 2015Q4 20151
Portside Wealth Group, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
PIERSHALE FINANCIAL GROUP, INC. 110.02%0.02%0.02%Q4 2015Q4 20151
Ground Swell Capital, LLC 112.10%2.10%2.10%Q2 2021Q2 20211
Vantage Investment Partners, LLC 110.53%0.53%0.53%Q4 2018Q4 20181
McCarthy Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
DESTINY CAPITAL SECURITIES CORPORATION 113.51%3.51%3.51%Q3 2023Q3 20231
CHARTWELL INVESTMENT PARTNERS, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
GRIES FINANCIAL LLC 110.08%0.08%0.08%Q3 2023Q3 20231
CGN Advisors LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Lombard Odier & Cie (Bahamas) Ltd 110.01%0.01%0.01%Q2 2014Q2 20141
Alterity Financial Group, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
Key Bridge Compliance, LLC 110.36%0.36%0.36%Q3 2023Q3 20231
HARTLINE INVESTMENT CORP/ 110.17%0.17%0.17%Q3 2022Q3 20221
Dynamic Technology Lab Private Ltd 110.12%0.12%0.12%Q4 2020Q4 20201
Intelligence Driven Advisers, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
KPP Advisory Services LLC 110.31%0.31%0.31%Q3 2023Q3 20231
Wealth Architects, LLC 110.09%0.09%0.09%Q1 2020Q1 20201
Retirement Planning Co of New England, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
COMMUNITY TRUST & INVESTMENT CO 110.02%0.02%0.02%Q3 2022Q3 20221
Grace Capital 110.05%0.05%0.05%Q4 2018Q4 20181
Ramirez Asset Management, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Selkirk Management LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Greenline Partners, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Equita Financial Network, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.04%0.04%0.04%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Iyo Bank, Ltd. 118.06%8.06%8.06%Q4 2021Q4 20211
Annis Gardner Whiting Capital Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
SYON CAPITAL LLC 110.22%0.22%0.22%Q3 2023Q3 20231
PFM Health Sciences, LP 111.65%1.65%1.65%Q3 2022Q3 20221
United Community Bank 110.67%0.67%0.67%Q3 2023Q3 20231
Banco BTG Pactual S.A. 110.04%0.04%0.04%Q3 2016Q3 20161
Point72 Asset Management, L.P. 110.07%0.07%0.07%Q4 2016Q4 20161
Apollo Management Holdings, L.P. 110.70%0.70%0.70%Q4 2016Q4 20161
Legacy Capital Partners, Inc. 110.10%0.10%0.10%Q4 2021Q4 20211
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 110.38%0.38%0.38%Q3 2013Q3 20131
GETCO Holding Company, LLC 110.10%0.10%0.10%Q2 2013Q2 20131
Lunia Capital LP 119.97%9.97%9.97%Q3 2021Q3 20211
Bowie Capital Management, LLC 113.50%3.50%3.50%Q1 2023Q1 20231
CV Advisors LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Biondo Investment Advisors, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
BOSTON FAMILY OFFICE LLC 110.04%0.04%0.04%Q4 2022Q4 20221
VALLEY FORGE ASSET MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Cubist Systematic Strategies, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TDAM USA INC. 110.06%0.06%0.06%Q3 2013Q3 20131
Hollow Brook Wealth Management LLC 110.15%0.15%0.15%Q3 2022Q3 20221
HARBOR CAPITAL ADVISORS, INC. 110.02%0.02%0.02%Q4 2023Q4 20231
DeGreen Capital Management LLC 1112.63%12.63%12.63%Q4 2015Q4 20151
EDMOND DE ROTHSCHILD (MONACO) 110.23%0.23%0.23%Q3 2016Q3 20161
RGT Wealth Advisors, LLC 110.44%0.44%0.44%Q1 2017Q1 20171
Goldstream Capital Management Ltd 110.41%0.41%0.41%Q4 2021Q4 20211
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
NorthCoast Asset Management LLC 110.26%0.26%0.26%Q3 2021Q3 20211
RIVERBRIDGE PARTNERS LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Corient Capital Partners, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
FARR MILLER & WASHINGTON LLC/DC 110.05%0.05%0.05%Q4 2016Q4 20161
FIRST NEW YORK SECURITIES LLC /NY 110.04%0.04%0.04%Q3 2014Q3 20141
Fort Baker Capital Management LP 1111.84%11.84%11.84%Q4 2019Q4 20191
Copperwynd Financial, LLC 111.27%1.27%1.27%Q3 2021Q3 20211
Empirical Finance, LLC 110.11%0.11%0.11%Q4 2016Q4 20161
Highwater Wealth Management, LLC 110.44%0.44%0.44%Q4 2017Q4 20171
Harbour Capital Advisors, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
EQUITEC SPECIALISTS, LLC 111.50%1.50%1.50%Q4 2019Q4 20191
Bellwether Investment Group, LLC 110.05%0.05%0.05%Q2 2016Q2 20161
NORTHSTAR INVESTMENT ADVISORS LLC 110.06%0.06%0.06%Q4 2015Q4 20151
ARDSLEY ADVISORY PARTNERS LP 110.21%0.21%0.21%Q4 2020Q4 20201
CAPITAL ONE, NATIONAL ASSOCIATION 111.21%1.21%1.21%Q4 2019Q4 20191
TIGER MANAGEMENT L.L.C. 110.29%0.29%0.29%Q1 2018Q1 20181
Ratan Capital Management LP 1110.08%10.08%10.08%Q1 2020Q1 20201
Noven Financial Group, Inc. 110.74%0.74%0.74%Q3 2014Q3 20141
Honeycomb Asset Management LP 112.19%2.19%2.19%Q1 2019Q1 20191
Artisan Partners Limited Partnership 110.02%0.02%0.02%Q1 2018Q1 20181
Panning Capital Management, LP 1134.48%34.48%34.48%Q4 2013Q4 20131
AMUNDI ASSET MANAGEMENT US, INC. 110.01%0.01%0.01%Q1 2014Q1 20141
Pinkerton Retirement Specialists, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Wakefield Asset Management LLLP 110.10%0.10%0.10%Q3 2020Q3 20201
RETIREMENT CAPITAL STRATEGIES 111.32%1.32%1.32%Q2 2023Q2 20231
NEXPOINT ASSET MANAGEMENT, L.P. 110.14%0.14%0.14%Q4 2019Q4 20191
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.23%0.23%0.23%Q2 2015Q2 20151
BROADMARK ASSET MANAGEMENT LLC 1110.43%10.43%10.43%Q2 2020Q2 20201
Commonwealth Financial Services, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Premise Capital, LLC 114.66%4.66%4.66%Q2 2020Q2 20201
Family Management Corp 110.01%0.01%0.01%Q4 2022Q4 20221
Onex Canada Asset Management Inc. 110.19%0.19%0.19%Q4 2015Q4 20151
Kames Capital Management Ltd 110.19%0.19%0.19%Q3 2014Q3 20141
NEXT Financial Holdings 110.51%0.51%0.51%Q1 2019Q1 20191
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
RPG Investment Advisory, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Coastal Bridge Advisors, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Alpha Omega Wealth Management LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Johanson Financial Advisors, Inc. 110.05%0.05%0.05%Q4 2019Q4 20191
MID CONTINENT CAPITAL LLC/IL 110.01%0.01%0.01%Q4 2013Q4 20131
Cornerstone Financial Partners, LLC 110.26%0.26%0.26%Q4 2017Q4 20171
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 110.00%0.00%0.00%Q3 2021Q3 20211
FARALLON CAPITAL MANAGEMENT LLC 110.76%0.76%0.76%Q1 2016Q1 20161
VISTA FINANCE, LLC 117.79%7.79%7.79%Q4 2021Q4 20211
Inspire Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
SVA Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Trinity Financial Advisors LLC 110.41%0.41%0.41%Q4 2021Q4 20211
REUTER JAMES WEALTH MANAGEMENT, LLC 113.40%3.40%3.40%Q4 2021Q4 20211
Cartenna Capital, LP 110.08%0.08%0.08%Q2 2022Q2 20221
CTF Capital Management, LP 118.77%8.77%8.77%Q4 2022Q4 20221
Arizona State Retirement System 110.22%0.22%0.22%Q1 2023Q1 20231
Tekne Capital Management, LLC 1117.76%17.76%17.76%Q4 2013Q4 20131
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
CONNABLE OFFICE INC 110.19%0.19%0.19%Q4 2015Q4 20151
Consolidated Planning Corp 110.03%0.03%0.03%Q3 2021Q3 20211
Slate Path Capital LP 116.62%6.62%6.62%Q4 2016Q4 20161
Agate Pass Investment Management, LLC 110.17%0.17%0.17%Q4 2023Q4 20231
Kerntke Otto McGlone Wealth Management Group 110.00%0.00%0.00%Q4 2022Q4 20221
Tarbox Family Office, Inc. 110.01%0.01%0.01%Q3 2015Q3 20151
PAX Financial Group, LLC 110.22%0.22%0.22%Q4 2019Q4 20191
MADDEN SECURITIES Corp 110.07%0.07%0.07%Q4 2022Q4 20221
Trustees of Dartmouth College 110.13%0.13%0.13%Q4 2018Q4 20181
MWA Asset Management 110.76%0.76%0.76%Q3 2023Q3 20231
SCOGGIN MANAGEMENT LP 111.04%1.04%1.04%Q2 2020Q2 20201
Masso Torrence Wealth Management Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Goodwin Investment Advisory 110.04%0.04%0.04%Q2 2022Q2 20221
Mandatum Life Insurance Co Ltd 110.00%0.00%0.00%Q4 2015Q4 20151
Highview Capital Management LLC/DE/ 110.64%0.64%0.64%Q4 2022Q4 20221
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Henrickson Nauta Wealth Advisors, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
TD Capital Management LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Rock Creek Group, LP 110.01%0.01%0.01%Q1 2021Q1 20211
WESTWOOD MANAGEMENT CORP /IL/ 110.16%0.16%0.16%Q2 2019Q2 20191
Kolinsky Wealth Management, LLC 110.20%0.20%0.20%Q2 2023Q2 20231
Wick Capital Partners, LLC 110.25%0.25%0.25%Q1 2023Q1 20231
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 111.28%1.28%1.28%Q4 2022Q4 20221
Meiji Yasuda Life Insurance Co 110.84%0.84%0.84%Q3 2016Q3 20161
QP WEALTH MANAGEMENT, LLC 110.59%0.59%0.59%Q2 2022Q2 20221
DCF Advisers, LLC 110.13%0.13%0.13%Q1 2020Q1 20201
ADVISOR CONSULTANT NETWORK INC 110.06%0.06%0.06%Q3 2016Q3 20161
Oak Grove Capital LLC 110.02%0.02%0.02%Q3 2018Q3 20181
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Indie Asset Partners, LLC 110.28%0.28%0.28%Q1 2020Q1 20201
Solidarity Wealth, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
Powell Investment Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
SHEETS SMITH WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2023Q3 20231
Highstreet Asset Management Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 110.00%0.00%0.00%Q4 2014Q4 20141
Convergent Wealth Advisors 111.57%1.57%1.57%Q3 2015Q3 20151
AMERICAN CENTURY COMPANIES INC 110.00%0.00%0.00%Q1 2022Q1 20221
Evolution Advisers, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Econ Financial Services Corp 110.70%0.70%0.70%Q1 2023Q1 20231
Shore Point Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
CONDOR CAPITAL MANAGEMENT 110.02%0.02%0.02%Q4 2021Q4 20211
Apella Capital, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Sender Co & Partners, Inc. 110.57%0.57%0.57%Q1 2023Q1 20231
CI INVESTMENTS INC. 110.00%0.00%0.00%Q3 2014Q3 20141
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Regal Wealth Group, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q2 2020Q2 20201
CAMDEN NATIONAL CORP 110.06%0.06%0.06%Q1 2021Q1 20211
BILL & MELINDA GATES FOUNDATION TRUST 110.01%0.01%0.01%Q3 2023Q3 20231
Glovista Investments LLC 114.69%4.69%4.69%Q2 2018Q2 20181
CORNERSTONE ADVISORS INC 110.00%0.00%0.00%Q4 2021Q4 20211
Lionsbridge Wealth Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Teza Capital Management LLC 110.46%0.46%0.46%Q4 2016Q4 20161
EdgeRock Capital LLC 110.06%0.06%0.06%Q3 2022Q3 20221
AHL INVESTMENT MANAGEMENT, INC. 110.04%0.04%0.04%Q4 2021Q4 20211
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 110.12%0.12%0.12%Q4 2022Q4 20221
Proficio Capital Partners LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Integrity Advisory, LLC 110.20%0.20%0.20%Q1 2022Q1 20221
CABOT WEALTH MANAGEMENT INC 110.27%0.27%0.27%Q2 2013Q2 20131
Provident Wealth Management, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
CORBETT ROAD CAPITAL MANAGEMENT, LLC 110.56%0.56%0.56%Q4 2019Q4 20191
Pennant Capital Management, LLC 116.21%6.21%6.21%Q4 2016Q4 20161
Stokes & Hubbell Capital Management, LLC 110.05%0.05%0.05%Q1 2019Q1 20191
Selway Asset Management 110.01%0.01%0.01%Q3 2022Q3 20221
Blueprint Investment Partners LLC 110.42%0.42%0.42%Q2 2023Q2 20231
CENTRAL BANK & TRUST CO 110.02%0.02%0.02%Q1 2022Q1 20221
SHELL ASSET MANAGEMENT CO 112.11%2.11%2.11%Q1 2016Q1 20161
Fiduciary Planning LLC 111.02%1.02%1.02%Q3 2023Q3 20231
Dorsal Capital Management, LP 111.58%1.58%1.58%Q4 2017Q4 20171
Meeder Advisory Services, Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.56%0.56%0.56%Q2 2022Q2 20221
SYM FINANCIAL Corp 110.01%0.01%0.01%Q4 2019Q4 20191
CXI Advisors 110.03%0.03%0.03%Q4 2019Q4 20191
Beck Bode, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Candlestick Capital Management LP 111.41%1.41%1.41%Q3 2021Q3 20211
Stonehage Fleming Financial Services Holdings Ltd 110.01%0.01%0.01%Q1 2019Q1 20191
NexWave Capital Partners LLC 112.07%2.07%2.07%Q4 2019Q4 20191
Next Level Private LLC 110.23%0.23%0.23%Q2 2022Q2 20221
STARR INTERNATIONAL CO INC 117.60%7.60%7.60%Q4 2018Q4 20181
SPHERA FUNDS MANAGEMENT LTD. 112.10%2.10%2.10%Q2 2021Q2 20211
Prosperity Consulting Group, LLC 110.48%0.48%0.48%Q3 2023Q3 20231
Clear Creek Financial Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
FIRST FINANCIAL EQUITY CORPORATION 110.92%0.92%0.92%Q1 2017Q1 20171
Red Tortoise LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Genesee Capital Advisors, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
PNC Managed Account Solutions, Inc. 117.75%7.75%7.75%Q2 2021Q2 20211
January Capital Advisors LLC 111.42%1.42%1.42%Q4 2021Q4 20211
TRADITION ASSET MANAGEMENT LLC 110.36%0.36%0.36%Q1 2020Q1 20201
VANCE WEALTH, INC. 110.13%0.13%0.13%Q1 2023Q1 20231
KRS Capital Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FIFTH LANE CAPITAL, LP 110.01%0.01%0.01%Q2 2022Q2 20221
Trail Ridge Investment Advisors, LLC 110.19%0.19%0.19%Q1 2023Q1 20231
Horizon Wealth Management, LLC 114.37%4.37%4.37%Q3 2023Q3 20231
Cornerstone Wealth Group, LLC 110.63%0.63%0.63%Q3 2023Q3 20231
AUGUSTINE ASSET MANAGEMENT INC 110.62%0.62%0.62%Q4 2013Q4 20131
James Reed Financial Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
CHELSEA COUNSEL CO 110.46%0.46%0.46%Q3 2023Q3 20231
Arkos Global Advisors 110.07%0.07%0.07%Q2 2021Q2 20211
LINDEN ADVISORS LP 110.17%0.17%0.17%Q1 2019Q1 20191
Relative Value Partners Group, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Guardian Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Pine River Capital Management L.P. 110.16%0.16%0.16%Q2 2015Q2 20151
Carroll Investors, Inc 110.13%0.13%0.13%Q1 2022Q1 20221
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.55%0.55%0.55%Q4 2021Q4 20211
Retirement Planning Group, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.30%0.30%0.30%Q3 2023Q3 20231
Pathlight Investors LLC 111.69%1.69%1.69%Q4 2018Q4 20181
First American Bank 110.02%0.02%0.02%Q4 2019Q4 20191
Weaver C. Barksdale & Associates, Inc. 110.78%0.78%0.78%Q4 2017Q4 20171
TLW Wealth Management, LLC 110.22%0.22%0.22%Q4 2018Q4 20181
PointState Capital LP 110.04%0.04%0.04%Q1 2019Q1 20191
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
Kovitz Investment Group, LLC 110.04%0.04%0.04%Q4 2013Q4 20131
iAB Financial Bank 110.22%0.22%0.22%Q1 2017Q1 20171
Osborn Williams & Donohoe LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Peak Ten Capital LLC 112.77%2.77%2.77%Q2 2013Q2 20131
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
SeaBridge Investment Advisors LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Windsor Creek Advisors, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
NISA INVESTMENT ADVISORS, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BALASA DINVERNO & FOLTZ LLC 110.04%0.04%0.04%Q4 2016Q4 20161
Clarfeld Financial Advisors, LLC 110.11%0.11%0.11%Q4 2018Q4 20181
MERIDIAN MANAGEMENT CO 112.30%2.30%2.30%Q4 2022Q4 20221
Glassy Mountain Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Thinkbetter Group LLC 1130.65%30.65%30.65%Q3 2021Q3 20211
HOWARD WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Comprehensive Financial Consultants Institutional, Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
MUNDER CAPITAL MANAGEMENT 110.00%0.00%0.00%Q3 2014Q3 20141
Empyrean Capital Partners, LP 111.42%1.42%1.42%Q2 2013Q2 20131
Questar Asset Management, Inc. 110.38%0.38%0.38%Q4 2018Q4 20181
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Cynosure Group, LLC 111.63%1.63%1.63%Q1 2020Q1 20201
Oasis Management Co Ltd. 110.26%0.26%0.26%Q2 2016Q2 20161
Saudi Central Bank 11100.00%100.00%100.00%Q3 2020Q3 20201
Weil Company, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
Woodbine Capital Advisors LP 116.01%6.01%6.01%Q4 2013Q4 20131
Sage Financial Management Group, Inc. 110.03%0.03%0.03%Q1 2021Q1 20211
Glacier Peak Capital LLC 110.57%0.57%0.57%Q4 2018Q4 20181
COBIZ WEALTH, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Private Vista, LLC 110.14%0.14%0.14%Q2 2020Q2 20201
Meru Capital Group, LP 112.44%2.44%2.44%Q1 2017Q1 20171
Tilden Park Management I LLC 110.39%0.39%0.39%Q1 2018Q1 20181
WorthPointe, LLC 110.44%0.44%0.44%Q2 2023Q2 20231
STONNINGTON GROUP, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Herr Investment Group LLC 110.88%0.88%0.88%Q1 2023Q1 20231
Violich Capital Management, Inc. 110.27%0.27%0.27%Q4 2021Q4 20211
Soviero Asset Management, LP 113.00%3.00%3.00%Q4 2020Q4 20201
Permit Capital Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
HOWARD HUGHES MEDICAL INSTITUTE 110.40%0.40%0.40%Q2 2013Q2 20131
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
PROVENCE WEALTH MANAGEMENT GROUP 110.07%0.07%0.07%Q3 2023Q3 20231
MCDONALD PARTNERS LLC 110.63%0.63%0.63%Q4 2021Q4 20211
Heritage Financial Services, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
FIRST COMMUNITY TRUST NA 110.43%0.43%0.43%Q3 2023Q3 20231
Spartan Planning & Wealth Management 110.12%0.12%0.12%Q3 2023Q3 20231
CITIZENS & NORTHERN CORP 110.26%0.26%0.26%Q4 2018Q4 20181
Amiya Capital LLP 111.74%1.74%1.74%Q1 2014Q1 20141
True North Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
WILLNER & HELLER, LLC 110.26%0.26%0.26%Q1 2022Q1 20221
EHP Funds Inc. 110.05%0.05%0.05%Q1 2023Q1 20231
Hurlow Wealth Management Group, Inc. 110.09%0.09%0.09%Q2 2023Q2 20231
Elm Partners Management LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Blue Sky Asset Management, LLC 112.05%2.05%2.05%Q3 2018Q3 20181
Del Mar Asset Management, LP 110.35%0.35%0.35%Q2 2013Q2 20131
Warwick Investment Management, Inc. 110.14%0.14%0.14%Q3 2022Q3 20221
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 110.01%0.01%0.01%Q2 2020Q2 20201
Windsor Advisory Group, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
ISLAY CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
LFA - Lugano Financial Advisors SA 110.11%0.11%0.11%Q3 2023Q3 20231
HARRIS ASSOCIATES L P 110.00%0.00%0.00%Q1 2023Q1 20231
MONROE BANK & TRUST/MI 110.01%0.01%0.01%Q3 2013Q3 20131
Passport Capital, LLC 110.04%0.04%0.04%Q4 2013Q4 20131
Westwood Wealth Management 113.46%3.46%3.46%Q4 2021Q4 20211
Azimuth Capital Management LLC 110.02%0.02%0.02%Q4 2018Q4 20181
ELLERSON GROUP INC /ADV 110.14%0.14%0.14%Q3 2023Q3 20231
W.H. Cornerstone Investments Inc. 110.22%0.22%0.22%Q4 2022Q4 20221
FREEDOM WEALTH ALLIANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Magnetar Financial LLC 110.17%0.17%0.17%Q2 2013Q2 20131
TREMBLANT CAPITAL GROUP 110.52%0.52%0.52%Q3 2018Q3 20181
CANANDAIGUA NATIONAL BANK & TRUST CO 110.04%0.04%0.04%Q3 2018Q3 20181
Brevan Howard Capital Management LP 113.47%3.47%3.47%Q3 2014Q3 20141
PVG ASSET MANAGEMENT CORP 110.97%0.97%0.97%Q2 2018Q2 20181
Price Capital Management, Inc. 110.06%0.06%0.06%Q4 2017Q4 20171
All-Stars Investment Ltd 110.01%0.01%0.01%Q4 2014Q4 20141
Coston, McIsaac & Partners 110.00%0.00%0.00%Q1 2023Q1 20231
Second Half Financial Partners, LLC 110.29%0.29%0.29%Q2 2023Q2 20231
DRW SECURITIES, L.L.C. 110.01%0.01%0.01%Q3 2022Q3 20221
FOUNDERS BANK & TRUST 110.01%0.01%0.01%Q3 2013Q3 20131
Colony Family Offices, LLC 110.35%0.35%0.35%Q1 2023Q1 20231
MANA Advisors LLC 111.34%1.34%1.34%Q2 2018Q2 20181
STRATEGIC CAPITAL ADVISERS, INC. 110.01%0.01%0.01%Q3 2019Q3 20191
Hibernia Wealth Partners, LLC 112.05%2.05%2.05%Q3 2023Q3 20231
Cardinal Point Capital Management ULC 110.07%0.07%0.07%Q2 2023Q2 20231
Delek Group, Ltd. 110.00%0.00%0.00%Q4 2017Q4 20171
Safeguard Investment Advisory Group, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Thrive Capital Management, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.00%0.00%0.00%Q3 2018Q3 20181
BlueCrest Capital Management LLP 110.59%0.59%0.59%Q4 2013Q4 20131
Rinkey Investments 110.02%0.02%0.02%Q4 2021Q4 20211
Acorn Advisory Capital L.P. 110.58%0.58%0.58%Q2 2018Q2 20181
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
BREWIN DOLPHIN LTD 110.01%0.01%0.01%Q3 2017Q3 20171
Aperio Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
External links

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