SELECT SECTOR SPDR TR shareholder history

Current and past SELECT SECTOR SPDR TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 24240.00%0.00%0.01%Q3 2018Q2 202471
SUSQUEHANNA INTERNATIONAL GROUP, LLP 25250.00%0.00%0.03%Q2 2018Q2 202470
MILLENNIUM MANAGEMENT LLC 24240.00%0.02%0.15%Q3 2018Q2 202463
WOLVERINE TRADING, LLC 1920.00%0.01%0.04%Q3 2018Q4 202361
CITIGROUP INC 24240.00%0.01%0.03%Q3 2018Q2 202452
Cutler Group LLC / CA 20200.00%0.03%0.57%Q2 2019Q1 202452
UBS Group AG 24240.00%0.04%0.09%Q3 2018Q2 202446
JANE STREET GROUP, LLC 2210.00%0.01%0.03%Q2 2018Q2 202442
ROYAL BANK OF CANADA 25250.00%0.01%0.04%Q2 2018Q2 202440
GOLDMAN SACHS GROUP INC 23230.00%0.01%0.03%Q4 2018Q2 202440
Parallax Volatility Advisers, L.P. 610.00%0.00%0.04%Q4 2019Q2 202440
Walleye Trading LLC 1410.00%0.00%0.02%Q2 2019Q2 202440
BANK OF AMERICA CORP /DE/ 25250.00%0.23%0.60%Q2 2018Q2 202437
BNP PARIBAS FINANCIAL MARKETS 24240.00%0.02%0.06%Q3 2018Q2 202434
WELLS FARGO & COMPANY/MN 24240.00%0.09%0.21%Q3 2018Q2 202430
TWO SIGMA SECURITIES, LLC 910.00%0.02%0.08%Q4 2018Q2 202429
Raymond James Financial Services Advisors, Inc. 24240.00%0.04%0.08%Q3 2018Q2 202428
HighTower Advisors, LLC 24240.00%0.06%0.12%Q3 2018Q2 202427
MORGAN STANLEY 25250.00%0.04%0.07%Q2 2018Q2 202425
IFP Advisors, Inc 2010.00%0.01%0.03%Q1 2016Q2 202425
BlackRock Finance, Inc. 23230.00%0.00%0.01%Q4 2018Q2 202425
BLAIR WILLIAM & CO/IL 25250.00%0.01%0.03%Q2 2018Q2 202425
Global Endowment Management, LP 25250.05%0.08%0.14%Q2 2018Q2 202425
OLD NATIONAL BANCORP /IN/ 25250.24%0.92%2.03%Q2 2018Q2 202425
MML INVESTORS SERVICES, LLC 25250.01%0.05%0.14%Q2 2018Q2 202425
Advisory Services Network, LLC 25250.00%0.19%0.30%Q2 2018Q2 202425
1832 Asset Management L.P. 24240.00%0.02%0.08%Q3 2018Q2 202424
United Asset Strategies, Inc. 24240.15%0.37%1.09%Q3 2018Q2 202424
STEPHENS INC /AR/ 24240.03%0.06%0.12%Q3 2018Q2 202424
Janney Montgomery Scott LLC 24240.48%1.03%1.52%Q3 2018Q2 202424
TOTH FINANCIAL ADVISORY CORP 24240.05%0.31%0.72%Q3 2018Q2 202424
Mount Yale Investment Advisors, LLC 24240.19%0.27%0.32%Q3 2018Q2 202424
Capital Investment Advisors, LLC 24240.03%0.04%0.05%Q3 2018Q2 202424
PNC FINANCIAL SERVICES GROUP, INC. 24240.00%0.01%0.03%Q3 2018Q2 202424
FIFTH THIRD BANCORP 24240.00%0.06%0.10%Q3 2018Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.01%Q3 2018Q2 202424
Krilogy Financial LLC 24240.39%0.69%1.18%Q3 2018Q2 202424
Bray Capital Advisors 24240.00%0.52%0.79%Q3 2018Q2 202424
RAYMOND JAMES & ASSOCIATES 24240.03%0.18%0.32%Q3 2018Q2 202424
MARTIN & CO INC /TN/ 24240.09%1.94%2.39%Q3 2018Q2 202424
NORTHERN TRUST CORP 24240.00%0.00%0.01%Q3 2018Q2 202424
Baird Financial Group, Inc. 24240.00%0.01%0.04%Q3 2018Q2 202424
AMERIPRISE FINANCIAL INC 24240.00%0.03%0.09%Q3 2018Q2 202424
JPMORGAN CHASE & CO 24240.00%0.04%0.07%Q3 2018Q2 202424
Nelson Capital Management, LLC 24240.01%0.41%0.66%Q3 2018Q2 202424
Steward Partners Investment Advisory, LLC 24240.00%0.05%0.12%Q3 2018Q2 202424
BARCLAYS PLC 24240.01%0.15%0.75%Q3 2018Q2 202424
STIFEL FINANCIAL CORP 24240.01%0.05%0.09%Q3 2018Q2 202424
LPL Financial LLC 24240.01%0.11%0.21%Q3 2018Q2 202424
UNITED CAPITAL FINANCIAL ADVISORS, LLC 24240.05%0.11%0.29%Q3 2018Q2 202424
Venturi Wealth Management, LLC 2310.08%0.57%1.28%Q2 2018Q2 202424
ENVESTNET ASSET MANAGEMENT INC 24240.02%0.12%0.20%Q3 2018Q2 202424
Geneos Wealth Management Inc. 24240.00%0.02%0.05%Q3 2018Q2 202424
STERLING INVESTMENT MANAGEMENT, LLC 24240.22%0.31%0.38%Q3 2018Q2 202424
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 24240.10%0.99%2.67%Q3 2018Q2 202424
TCV Trust & Wealth Management, Inc. 24240.13%0.34%1.61%Q3 2018Q2 202424
Bank of New York Mellon Corp 24240.00%0.00%0.00%Q3 2018Q2 202424
CENTRAL TRUST Co 24240.00%0.02%0.02%Q3 2018Q2 202424
US BANCORP \DE\ 24240.00%0.01%0.02%Q3 2018Q2 202424
Private Advisor Group, LLC 24240.00%0.05%0.13%Q3 2018Q2 202424
PINNACLE ASSOCIATES LTD 24240.01%0.06%0.17%Q3 2018Q2 202424
Swan Global Investments, LLC 24240.77%3.48%8.00%Q3 2018Q2 202424
BANK OF MONTREAL /CAN/ 24240.00%0.01%0.04%Q3 2018Q2 202424
Migdal Insurance & Financial Holdings Ltd. 24240.06%1.87%7.17%Q3 2018Q2 202424
Boltwood Capital Management 24240.26%0.44%0.58%Q3 2018Q2 202424
BAR HARBOR WEALTH MANAGEMENT 24240.14%0.34%0.50%Q3 2018Q2 202424
CIBC WORLD MARKET INC. 24240.00%0.17%0.68%Q3 2018Q2 202424
ASSETMARK, INC 24240.07%0.15%0.33%Q3 2018Q2 202424
KCM INVESTMENT ADVISORS LLC 24240.95%1.45%1.97%Q3 2018Q2 202424
PROFFITT & GOODSON INC 24240.14%0.20%0.36%Q3 2018Q2 202424
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 24240.08%0.96%2.43%Q3 2018Q2 202424
SG Americas Securities, LLC 24240.01%0.06%0.34%Q3 2018Q2 202424
Haverford Trust Co 24240.01%0.01%0.02%Q3 2018Q2 202424
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.02%0.05%Q3 2018Q2 202424
WestEnd Advisors, LLC 24241.26%5.08%7.73%Q3 2018Q2 202424
PLIMOTH TRUST CO LLC 23230.28%0.36%0.50%Q4 2018Q2 202423
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 23230.02%0.06%0.20%Q4 2018Q2 202423
TrinityPoint Wealth, LLC 23230.38%0.76%1.04%Q4 2018Q2 202423
CWM, LLC 12110.01%0.03%0.11%Q3 2018Q2 202423
SCOTIA CAPITAL INC. 23230.00%0.01%0.01%Q4 2018Q2 202423
IHT Wealth Management, LLC 23230.10%0.22%0.43%Q4 2018Q2 202423
Valeo Financial Advisors, LLC 23230.01%0.03%0.08%Q4 2018Q2 202423
FMR LLC 23230.00%0.00%0.00%Q4 2018Q2 202423
Forvis Mazars Wealth Advisors, LLC 23230.04%0.08%0.15%Q4 2018Q2 202423
Global Retirement Partners, LLC 23230.01%0.13%1.07%Q4 2018Q2 202423
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 23230.00%0.00%0.00%Q4 2018Q2 202423
Chevy Chase Trust Holdings, LLC 23230.00%0.01%0.03%Q4 2018Q2 202423
Evolution Wealth Advisors, LLC 23230.77%2.70%4.57%Q4 2018Q2 202423
PEAK6 Investments LLC 740.00%0.02%0.08%Q3 2021Q2 202423
DUNCKER STREETT & CO INC 1940.02%0.04%0.05%Q3 2018Q2 202423
CENTAURUS FINANCIAL, INC. 23230.02%0.40%0.99%Q3 2018Q1 202423
BAILARD, INC. 23230.03%0.03%0.04%Q4 2018Q2 202423
Jacobi Capital Management LLC 23230.02%0.06%0.09%Q4 2018Q2 202423
St. Johns Investment Management Company, LLC 23230.06%0.48%1.16%Q4 2018Q2 202423
COUNTRY TRUST BANK 23230.00%0.02%0.07%Q4 2018Q2 202423
9258 Wealth Management, LLC 23230.10%0.24%0.44%Q4 2018Q2 202423
CHILTON CAPITAL MANAGEMENT LLC 1940.01%0.04%0.08%Q3 2018Q2 202423
FIRST INTERSTATE BANK 13100.38%1.12%2.14%Q3 2018Q2 202423
Parallel Advisors, LLC 2030.00%0.00%0.01%Q3 2018Q2 202423
First Horizon Advisors, Inc. 23230.02%0.03%0.04%Q4 2018Q2 202423
Chesapeake Wealth Management 23230.32%0.69%0.92%Q4 2018Q2 202423
INNEALTA CAPITAL, LLC 23230.81%3.13%5.81%Q4 2018Q2 202423
ARS Investment Partners, LLC 1670.08%0.36%0.69%Q3 2018Q2 202423
Private Wealth Advisors, LLC 23230.16%0.59%1.49%Q4 2018Q2 202423
Harel Insurance Investments & Financial Services Ltd. 23230.01%0.96%3.34%Q4 2018Q2 202423
HSBC HOLDINGS PLC 23230.00%0.00%0.01%Q4 2018Q2 202423
MV CAPITAL MANAGEMENT, INC. 23230.01%0.01%0.02%Q4 2018Q2 202423
ASSOCIATED BANC-CORP 23230.02%0.03%0.10%Q4 2018Q2 202423
ALPS ADVISORS INC 1490.10%0.18%0.26%Q3 2018Q2 202423
Trust Co 23230.01%1.28%3.22%Q4 2018Q2 202423
SIGNET FINANCIAL MANAGEMENT, LLC 23230.08%0.17%0.40%Q4 2018Q2 202423
DEUTSCHE BANK AG\ 1940.00%0.00%0.04%Q3 2018Q2 202423
Farmers & Merchants Trust Co of Chambersburg PA 23230.02%0.11%0.67%Q4 2018Q2 202423
ATLAS CAPITAL ADVISORS LLC 23230.34%0.73%1.57%Q4 2018Q2 202423
WBH ADVISORY INC 1760.61%1.43%1.93%Q3 2018Q2 202423
FIRST UNITED BANK & TRUST 23230.25%0.55%0.98%Q4 2018Q2 202423
Ayalon Insurance Comp Ltd. 23232.39%4.92%7.38%Q4 2018Q2 202423
CAPTRUST FINANCIAL ADVISORS 23230.00%0.08%0.18%Q4 2018Q2 202423
WHITTIER TRUST CO 23230.01%0.02%0.04%Q4 2018Q2 202423
Sigma Planning Corp 22220.01%0.05%0.12%Q1 2019Q2 202422
Rockefeller Capital Management L.P. 22220.03%0.08%0.13%Q1 2019Q2 202422
CREDIT SUISSE AG/ 1730.00%0.00%0.01%Q1 2019Q1 202422
Asset Advisors Investment Management, LLC 22220.11%0.48%1.76%Q1 2019Q2 202422
LOWE BROCKENBROUGH & CO INC 22220.02%0.22%0.34%Q1 2019Q2 202422
EP Wealth Advisors, LLC 1840.00%0.06%0.13%Q4 2018Q2 202422
Plante Moran Financial Advisors, LLC 1480.00%0.01%0.03%Q4 2018Q2 202422
Stillwater Capital Advisors, LLC 1570.04%0.91%1.59%Q4 2018Q2 202422
TSFG, LLC 22220.00%0.27%1.26%Q1 2019Q2 202422
OPPENHEIMER & CO INC 22220.01%0.07%0.16%Q1 2019Q2 202422
BUTENSKY & COHEN FINANCIAL SECURITY, INC 22220.39%0.62%0.73%Q1 2019Q2 202422
TRUST CO OF OKLAHOMA 1660.49%0.92%1.36%Q4 2018Q2 202422
JAMES INVESTMENT RESEARCH, INC. 22220.00%0.46%0.87%Q1 2019Q2 202422
Tower Research Capital LLC (TRC) 1910.00%0.06%0.34%Q3 2018Q2 202422
Winch Advisory Services, LLC 22220.02%0.03%0.03%Q1 2019Q2 202422
Carnegie Investment Counsel 22220.02%0.19%0.31%Q1 2019Q2 202422
Mutual Advisors, LLC 1710.04%0.18%0.44%Q3 2018Q2 202422
GLENMEDE TRUST CO NA 1930.00%0.00%0.01%Q4 2018Q2 202422
Laurel Wealth Advisors LLC 22220.00%0.08%0.25%Q1 2019Q2 202422
Cambridge Investment Research Advisors, Inc. 22220.00%0.02%0.06%Q1 2019Q2 202422
Squarepoint Ops LLC 510.00%0.09%1.44%Q3 2019Q2 202422
Biltmore Wealth Management, LLC 22221.26%3.19%5.23%Q1 2019Q2 202422
Creative Planning 2110.00%0.00%0.00%Q3 2018Q2 202422
Simmons Bank 22220.02%0.15%0.29%Q1 2019Q2 202422
RiverGlades Family Offices LLC 1410.67%0.83%0.99%Q3 2018Q2 202422
RAYMOND JAMES TRUST N.A. 22220.01%0.05%0.09%Q1 2019Q2 202422
Robertson Stephens Wealth Management, LLC 21210.27%0.58%1.11%Q2 2019Q2 202421
ADIRONDACK TRUST CO 21210.04%0.08%0.25%Q2 2019Q2 202421
GREAT VALLEY ADVISOR GROUP, INC. 21210.02%0.17%0.35%Q2 2019Q2 202421
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 21210.38%0.67%0.92%Q3 2018Q3 202321
Cetera Investment Advisers 21210.03%0.05%0.11%Q1 2019Q1 202421
Integrated Wealth Concepts LLC 21210.04%0.10%0.34%Q2 2019Q2 202421
ACIMA PRIVATE WEALTH, LLC 1650.01%0.05%0.19%Q4 2018Q1 202421
KEYBANK NATIONAL ASSOCIATION/OH 21210.00%0.00%0.01%Q2 2019Q2 202421
Kingsview Wealth Management, LLC 21210.01%0.37%1.20%Q2 2019Q2 202421
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1470.03%0.12%0.24%Q4 2018Q2 202421
jvl associates llc 21210.24%0.78%1.16%Q2 2019Q2 202421
PATTEN & PATTEN INC/TN 21210.03%0.11%0.16%Q2 2019Q2 202421
Donald L. Hagan, LLC 21210.49%1.24%4.46%Q2 2019Q2 202421
CULLEN/FROST BANKERS, INC. 21210.00%0.01%0.01%Q2 2019Q2 202421
AlphaMark Advisors, LLC 21211.27%1.90%2.67%Q2 2019Q2 202421
TRUE Private Wealth Advisors 21210.06%0.36%0.63%Q2 2019Q2 202421
Trek Financial, LLC 21210.46%0.90%1.89%Q2 2019Q2 202421
Atria Investments, Inc 21210.10%0.18%0.33%Q2 2019Q2 202421
MONETARY MANAGEMENT GROUP INC 21210.00%0.05%0.11%Q2 2019Q2 202421
J.P. Morgan Private Wealth Advisors LLC 21210.00%0.04%0.07%Q3 2018Q3 202321
Csenge Advisory Group 21210.03%0.20%0.60%Q2 2019Q2 202421
ARROW FINANCIAL CORP 21210.05%0.10%0.16%Q2 2019Q2 202421
Mirae Asset Global Investments Co., Ltd. 2010.01%0.15%0.29%Q1 2019Q2 202421
VALLEY NATIONAL ADVISERS INC 2010.00%0.00%0.00%Q3 2018Q2 202421
Clarus Wealth Advisors 1830.22%0.66%1.70%Q1 2019Q2 202421
RPg Family Wealth Advisory, LLC 1040.01%0.47%0.96%Q3 2018Q2 202420
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 20200.00%0.22%0.46%Q4 2018Q3 202320
Cetera Advisors LLC 20200.02%0.09%0.12%Q1 2019Q4 202320
HUNTINGTON NATIONAL BANK 18180.00%0.00%0.01%Q1 2020Q2 202420
BALYASNY ASSET MANAGEMENT L.P. 1110.00%0.12%0.33%Q4 2020Q2 202420
Williams Jones Wealth Management, LLC. 20200.01%0.01%0.01%Q3 2019Q2 202420
FIRST MERCHANTS CORP 20200.20%0.31%0.55%Q3 2019Q2 202420
HBW ADVISORY SERVICES LLC 20200.12%0.31%0.82%Q3 2019Q2 202420
Belpointe Asset Management LLC 1730.01%0.09%0.51%Q2 2019Q2 202420
GRIMES & COMPANY, INC. 1280.14%1.11%1.89%Q2 2019Q2 202420
1834 INVESTMENT ADVISORS CO 20200.01%0.22%0.54%Q4 2018Q3 202320
Veritable, L.P. 20200.02%0.05%0.07%Q3 2018Q2 202320
INGALLS & SNYDER LLC 20200.01%0.03%0.04%Q3 2019Q2 202420
TOCQUEVILLE ASSET MANAGEMENT L.P. 20200.01%0.11%0.33%Q3 2019Q2 202420
Baker Avenue Asset Management, LP 1210.01%0.50%1.57%Q1 2019Q2 202420
ORLEANS CAPITAL MANAGEMENT CORP/LA 1640.38%2.68%4.05%Q1 2019Q1 202420
Aspire Private Capital, LLC 1550.00%0.26%2.86%Q4 2018Q2 202420
SUMITOMO MITSUI FINANCIAL GROUP, INC. 20200.00%0.15%1.18%Q3 2019Q2 202420
RiverFront Investment Group, LLC 20200.28%0.77%1.09%Q3 2019Q2 202420
LEUTHOLD GROUP, LLC 1360.04%0.35%1.25%Q4 2018Q2 202419
Man Group plc 420.00%0.01%0.04%Q4 2018Q2 202419
Hilton Capital Management, LLC 1040.03%1.69%5.04%Q1 2019Q2 202419
EPG Wealth Management LLC 19190.13%0.48%0.64%Q4 2019Q2 202419
Prime Capital Investment Advisors, LLC 19190.03%0.13%0.34%Q4 2019Q2 202419
CX Institutional 1810.03%0.57%1.29%Q4 2018Q2 202419
MAGNOLIA CAPITAL MANAGEMENT LTD 19190.26%0.58%1.05%Q4 2019Q2 202419
BENJAMIN F. EDWARDS & COMPANY, INC. 19190.00%0.11%0.56%Q4 2019Q2 202419
Avitas Wealth Management LLC 1810.12%0.31%2.06%Q3 2018Q2 202419
VALLEY WEALTH MANAGERS, INC. 19190.02%0.03%0.04%Q4 2019Q2 202419
COLONY GROUP LLC 19190.01%0.06%0.40%Q4 2018Q2 202319
Global Financial Private Client, LLC 19190.12%0.27%0.49%Q4 2019Q2 202419
HARRELL INVESTMENT PARTNERS, LLC 19191.72%2.50%3.58%Q4 2019Q2 202419
First National Bank of South Miami 19190.04%0.10%0.14%Q4 2018Q2 202319
Bank of Marin 19190.75%1.16%1.67%Q4 2019Q2 202419
Stratos Wealth Partners, LTD. 1810.01%0.05%0.09%Q4 2018Q2 202419
Vestmark Advisory Solutions, Inc. 18180.52%0.93%1.63%Q1 2019Q2 202318
B. Riley Wealth Advisors, Inc. 18180.03%0.10%0.28%Q1 2020Q2 202418
WEBSTER BANK, N. A. 18180.00%0.03%0.14%Q1 2020Q2 202418
Lido Advisors, LLC 1260.00%0.22%0.82%Q3 2019Q2 202418
SIMPLEX TRADING, LLC 1310.00%0.00%0.01%Q3 2018Q2 202418
HYMAN CHARLES D 1710.02%0.07%0.09%Q4 2019Q2 202418
TRANSCEND CAPITAL ADVISORS, LLC 1260.35%0.50%0.97%Q4 2019Q2 202418
Global Wealth Management Investment Advisory, Inc. 1530.00%0.00%0.01%Q4 2018Q4 202318
Integrated Advisors Network LLC 1530.02%0.07%0.18%Q4 2019Q2 202418
SIGNATUREFD, LLC 1530.00%0.00%0.01%Q2 2019Q2 202418
M&T BANK CORP 18180.00%0.01%0.02%Q1 2020Q2 202418
Advisory Alpha, LLC 18180.04%1.10%1.76%Q4 2019Q1 202418
Gerber Kawasaki Wealth & Investment Management 18181.04%1.47%2.38%Q1 2020Q2 202418
Xcel Wealth Management, LLC 1710.09%0.13%0.19%Q4 2019Q2 202418
OSAIC HOLDINGS, INC. 18180.02%0.05%0.10%Q1 2020Q2 202418
AE Wealth Management LLC 1710.02%0.08%0.14%Q2 2019Q2 202418
Evercore Wealth Management, LLC 18180.01%0.02%0.04%Q1 2020Q2 202418
GYL FINANCIAL SYNERGIES, LLC 18180.02%0.18%0.41%Q1 2020Q2 202418
Patten Group, Inc. 1710.04%0.16%0.29%Q4 2019Q2 202418
Archer Investment Corp 1710.00%0.01%0.01%Q1 2019Q2 202418
Act Two Investors LLC 1350.12%1.72%3.84%Q4 2018Q2 202418
Laidlaw Wealth Management LLC 1710.06%0.32%0.58%Q4 2019Q2 202418
BENJAMIN EDWARDS INC 18180.00%0.29%0.71%Q1 2020Q2 202418
TRUIST FINANCIAL CORP 18180.18%0.37%0.50%Q4 2019Q1 202418
Equitable Holdings, Inc. 1710.00%0.03%0.12%Q4 2019Q2 202418
Rosenberg Matthew Hamilton 18180.04%0.06%0.09%Q1 2020Q2 202418
ATTICUS WEALTH MANAGEMENT, LLC 18180.05%0.70%1.52%Q1 2020Q2 202418
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 18180.91%2.98%4.15%Q1 2020Q2 202418
AVANTAX ADVISORY SERVICES, INC. 18180.01%0.04%0.08%Q1 2020Q2 202418
NewEdge Advisors, LLC 18180.01%0.09%0.14%Q1 2020Q2 202418
Ashton Thomas Private Wealth, LLC 1710.11%0.53%0.87%Q4 2019Q2 202418
Graypoint LLC 18180.59%1.10%1.49%Q1 2020Q2 202418
CVA Family Office, LLC 1430.01%0.03%0.05%Q1 2020Q2 202417
Hartford Financial Management Inc. 17170.00%0.00%0.01%Q3 2018Q3 202217
Loudon Investment Management, LLC 17170.35%0.85%1.66%Q2 2020Q2 202417
INVESTMENT MANAGEMENT OF VIRGINIA LLC 17170.25%0.71%1.10%Q1 2019Q1 202317
AGF INVESTMENTS INC. 17170.17%0.60%0.96%Q3 2018Q3 202217
NAPLES GLOBAL ADVISORS, LLC 17170.04%0.11%0.20%Q2 2020Q2 202417
Seven Springs Wealth Group, LLC 1070.10%0.32%0.74%Q1 2020Q2 202417
Allworth Financial LP 17170.00%0.00%0.00%Q2 2020Q2 202417
Janney Capital Management LLC 17170.02%0.82%2.20%Q2 2020Q2 202417
STATE STREET CORP 610.00%0.00%0.01%Q1 2019Q2 202417
AMG National Trust Bank 17170.02%0.03%0.04%Q2 2020Q2 202417
HARVEY CAPITAL MANAGEMENT INC 17170.09%0.11%0.15%Q2 2020Q2 202417
A. D. Beadell Investment Counsel, Inc. 17170.73%0.97%1.16%Q2 2020Q2 202417
Miracle Mile Advisors, LLC 17170.01%0.03%0.14%Q2 2020Q2 202417
BANK HAPOALIM BM 17170.06%0.51%1.42%Q2 2020Q2 202417
GeoWealth Management, LLC 17170.14%0.63%1.09%Q2 2020Q2 202417
Stillwater Investment Management, LLC 17170.10%0.40%0.52%Q1 2019Q1 202317
VAUGHAN DAVID INVESTMENTS LLC/IL 17170.02%0.06%0.10%Q2 2020Q2 202417
Foundations Investment Advisors, LLC 980.02%0.31%1.18%Q1 2020Q2 202417
SVB WEALTH LLC 810.00%0.01%0.03%Q4 2019Q2 202417
MCMILLION CAPITAL MANAGEMENT INC 17170.06%1.83%3.13%Q2 2019Q2 202317
Private Ocean, LLC 17170.00%0.00%0.01%Q2 2020Q2 202417
THRIVENT FINANCIAL FOR LUTHERANS 1160.00%0.02%0.05%Q1 2020Q2 202417
Financial Gravity Asset Management, Inc. 1310.00%0.05%0.59%Q3 2018Q1 202417
Community Bank, N.A. 17170.00%0.01%0.03%Q2 2020Q2 202417
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17170.42%0.58%0.94%Q2 2020Q2 202417
Joel Isaacson & Co., LLC 17170.08%0.12%0.16%Q2 2020Q2 202417
WINTRUST INVESTMENTS LLC 820.02%0.11%0.24%Q2 2019Q2 202416
MERCER GLOBAL ADVISORS INC /ADV 1420.00%0.01%0.03%Q4 2019Q2 202416
Cavalier Investments, LLC 1020.01%2.48%6.25%Q2 2018Q2 202416
Jackson, Grant Investment Advisers, Inc. 16160.00%0.06%0.11%Q3 2018Q2 202216
Strategic Advisors LLC 910.05%0.21%0.60%Q3 2018Q1 202316
SouthState Corp 16160.00%0.00%0.02%Q3 2020Q2 202416
BARTLETT & CO. WEALTH MANAGEMENT LLC 1060.00%0.01%0.04%Q2 2020Q2 202416
One Charles Private Wealth Services, LLC 1510.36%1.33%2.65%Q4 2019Q2 202416
Hexagon Capital Partners LLC 16160.08%0.12%0.18%Q3 2020Q2 202416
AlphaStar Capital Management, LLC 1060.05%1.45%3.73%Q1 2020Q2 202416
Ausdal Financial Partners, Inc. 1330.03%0.06%0.08%Q1 2020Q2 202416
SkyOak Wealth, LLC 1240.06%0.64%2.22%Q2 2020Q2 202416
Ameritas Investment Partners, Inc. 16160.00%0.00%0.00%Q3 2020Q2 202416
Cetera Advisor Networks LLC 1510.01%0.07%0.31%Q1 2019Q4 202316
Abbot Financial Management, Inc. 1330.13%0.25%0.45%Q3 2019Q2 202416
Carmichael Hill & Associates, Inc. 16160.01%0.06%0.12%Q3 2020Q2 202416
Kore Private Wealth LLC 16160.01%0.10%0.24%Q4 2018Q3 202216
REGIONS FINANCIAL CORP 720.00%0.01%0.05%Q1 2020Q2 202416
Kestra Advisory Services, LLC 16160.01%0.02%0.06%Q3 2020Q2 202416
WADE G W & INC 1510.02%0.06%0.10%Q2 2019Q4 202316
Ancora Advisors LLC 16160.00%0.00%0.00%Q3 2020Q2 202416
Beacon Financial Advisory LLC 16160.14%0.17%0.22%Q3 2020Q2 202416
CHURCHILL MANAGEMENT Corp 1062.52%3.88%5.38%Q2 2019Q2 202416
Western Wealth Management, LLC 1150.10%0.20%0.30%Q2 2020Q2 202416
AGF Investments LLC 16160.00%5.99%12.29%Q4 2018Q3 202216
PFG Advisors 880.03%0.19%0.60%Q2 2020Q2 202416
Glen Eagle Advisors, LLC 1120.00%0.03%0.06%Q2 2019Q2 202416
NVWM, LLC 830.00%0.06%0.36%Q3 2018Q2 202416
MURPHY CAPITAL MANAGEMENT INC 16160.03%1.14%1.56%Q3 2018Q2 202216
Hilltop Holdings Inc. 820.03%0.12%0.60%Q4 2019Q2 202416
American Portfolios Advisors 16160.00%0.04%0.10%Q4 2018Q3 202216
BRAVE ASSET MANAGEMENT INC 16161.71%2.03%2.30%Q4 2018Q3 202216
SYM FINANCIAL Corp 1410.01%0.02%0.04%Q4 2019Q2 202416
MAI Capital Management 16160.01%0.07%0.15%Q3 2020Q2 202416
Occidental Asset Management, LLC 15150.10%0.42%0.80%Q4 2020Q2 202415
KINGS POINT CAPITAL MANAGEMENT 15150.01%0.01%0.03%Q3 2018Q1 202215
CENTRAL BANK & TRUST CO 1410.03%0.47%0.71%Q1 2019Q4 202215
Beaumont Financial Partners, LLC 1320.02%0.76%4.64%Q2 2018Q1 202215
FARMERS TRUST CO 830.05%0.25%1.25%Q1 2019Q4 202315
Cribstone Capital Management, LLC 15150.92%1.23%1.75%Q2 2019Q4 202215
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15150.00%0.00%0.01%Q4 2020Q2 202415
BESSEMER GROUP INC 810.00%0.00%0.00%Q4 2018Q2 202415
SP Asset Management 15150.06%0.44%0.79%Q1 2019Q3 202215
Proquility Private Wealth Partners, LLC 15151.71%2.75%4.18%Q4 2020Q2 202415
ROPES WEALTH ADVISORS LLC 910.02%0.06%0.31%Q4 2018Q3 202315
Aptus Capital Advisors, LLC 15150.00%0.01%0.11%Q4 2020Q2 202415
ALPINE WOODS CAPITAL INVESTORS, LLC 1230.05%0.31%0.58%Q4 2018Q2 202415
HoyleCohen, LLC 15150.02%0.04%0.07%Q4 2020Q2 202415
FIRST MANHATTAN CO. LLC. 870.00%0.00%0.00%Q2 2020Q1 202415
Glassman Wealth Services 15150.00%0.00%0.01%Q4 2020Q2 202415
Gradient Investments LLC 710.00%0.00%0.00%Q4 2018Q2 202415
Avidian Wealth Enterprises, LLC 930.02%0.25%1.42%Q4 2018Q2 202415
Founders Financial Alliance, LLC 15150.02%0.05%0.08%Q3 2020Q1 202415
BRR OpCo, LLC 15150.07%0.20%0.30%Q1 2019Q3 202215
Rice Partnership, LLC 810.00%0.01%0.01%Q1 2020Q2 202415
High Note Wealth, LLC 15151.31%1.81%2.31%Q4 2020Q2 202415
CHEMUNG CANAL TRUST CO 960.05%0.86%2.16%Q3 2020Q2 202415
FINANCIAL COUNSELORS INC 960.01%0.01%0.01%Q3 2020Q2 202415
Sowell Financial Services LLC 710.00%0.06%0.12%Q4 2018Q2 202415
Diversified, LLC 15150.27%3.66%8.60%Q4 2020Q2 202415
Winfield Associates, Inc. 15150.22%0.37%0.54%Q3 2018Q1 202215
F3Logic, LLC 1140.04%0.32%0.60%Q1 2019Q4 202215
Source Financial Advisors LLC 15150.10%0.13%0.17%Q4 2020Q2 202415
CreativeOne Wealth, LLC 15150.02%0.04%0.26%Q4 2020Q2 202415
MEITAV INVESTMENT HOUSE LTD 1410.05%1.26%2.65%Q3 2020Q2 202415
WEDBUSH SECURITIES INC 15150.02%0.02%0.02%Q4 2020Q2 202415
55I, LLC 15150.17%0.30%0.60%Q1 2019Q3 202215
Providence First Trust Co 15151.25%1.67%2.04%Q4 2020Q2 202415
Argent Trust Co 15150.02%0.02%0.03%Q4 2020Q2 202415
Financial Advocates Investment Management 1050.02%0.04%0.16%Q2 2020Q2 202415
DAVENPORT & Co LLC 1410.00%0.06%0.10%Q4 2019Q2 202415
Blue Fin Capital, Inc. 15150.08%0.09%0.18%Q4 2020Q2 202415
QUATTRO FINANCIAL ADVISORS LLC 1320.13%2.36%3.40%Q3 2018Q4 202315
Sage Capital Advisors,llc 960.08%0.13%0.26%Q1 2020Q2 202415
Solstein Capital, LLC 1310.00%0.01%0.05%Q4 2019Q2 202415
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 15150.06%0.08%0.10%Q4 2020Q2 202415
COMMERCE BANK 15150.00%0.00%0.00%Q4 2020Q2 202415
Canton Hathaway, LLC 15150.20%0.49%0.71%Q4 2020Q2 202415
Balentine LLC 15150.00%0.00%0.00%Q4 2020Q2 202415
Venture Visionary Partners LLC 15150.13%0.23%0.36%Q4 2020Q2 202415
Avion Wealth 15150.01%0.02%0.03%Q4 2020Q2 202415
B. Riley Wealth Management, Inc. 15150.00%0.04%0.11%Q4 2018Q2 202215
FARMERS & MERCHANTS INVESTMENTS INC 1320.00%0.00%0.00%Q3 2019Q2 202415
Howard Capital Management Group, LLC 14140.13%0.25%0.38%Q1 2021Q2 202414
Clearstead Advisors, LLC 1220.00%0.01%0.03%Q2 2020Q2 202414
FIRST HAWAIIAN BANK 1220.00%0.01%0.02%Q4 2018Q2 202214
Patriot Financial Group Insurance Agency, LLC 610.00%0.01%0.07%Q3 2018Q2 202314
First National Bank of Hutchinson 14140.25%0.35%0.46%Q1 2021Q2 202414
UMB Bank, n.a. 1310.00%0.00%0.01%Q4 2020Q2 202414
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q1 2021Q2 202414
Aveo Capital Partners, LLC 14140.05%0.47%1.58%Q2 2020Q3 202314
Meristem Family Wealth, LLC 14140.20%0.37%0.69%Q4 2018Q1 202214
Avestar Capital, LLC 630.03%0.35%0.88%Q2 2018Q2 202414
Advisory Resource Group 950.22%0.38%0.81%Q3 2020Q2 202414
One River Asset Management, LLC 510.00%0.58%4.10%Q4 2022Q2 202414
6 Meridian 14140.07%0.19%0.38%Q3 2018Q4 202114
Capital Asset Advisory Services LLC 1010.01%0.05%0.15%Q4 2019Q2 202414
Avior Wealth Management, LLC 14140.00%0.01%0.06%Q1 2021Q2 202414
PRIVATE ASSET MANAGEMENT INC 14140.04%0.05%0.08%Q2 2020Q3 202314
Moneda S.A. Administradora General de Fondos 14140.50%1.07%2.19%Q4 2019Q1 202314
Darwin Wealth Management, LLC 1310.00%0.69%2.41%Q1 2020Q2 202414
Gladstone Institutional Advisory LLC 14140.04%0.13%0.24%Q1 2021Q2 202414
J.W. COLE ADVISORS, INC. 1130.02%0.03%0.07%Q4 2020Q2 202414
Clarity Financial LLC 951.07%1.98%2.74%Q4 2020Q2 202414
Sugarloaf Wealth Management, LLC 14140.00%0.00%0.01%Q1 2020Q2 202314
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1310.00%0.00%0.00%Q3 2018Q1 202214
Larson Financial Group LLC 14140.01%0.02%0.03%Q1 2021Q2 202414
Bartlett & Co. LLC 860.00%0.01%0.04%Q2 2020Q4 202314
Marcum Wealth, LLC 14140.10%0.14%0.18%Q1 2021Q2 202414
PEOPLES FINANCIAL SERVICES CORP. 14140.10%0.35%0.63%Q1 2021Q2 202414
Faithward Advisors, LLC 1220.00%0.04%0.31%Q3 2020Q2 202414
Kaizen Financial Strategies 1220.26%0.57%1.19%Q4 2020Q2 202414
Truvestments Capital LLC 810.01%0.02%0.02%Q2 2020Q1 202414
Spire Wealth Management 14140.36%0.62%1.03%Q1 2021Q2 202414
BerganKDV Wealth Management, LLC 1220.00%0.00%0.01%Q3 2018Q1 202314
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 14140.12%0.21%0.46%Q1 2019Q2 202214
Parkside Financial Bank & Trust 14140.00%0.01%0.04%Q1 2021Q2 202414
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14140.01%0.01%0.03%Q1 2021Q2 202414
Grassi Investment Management 860.03%0.04%0.04%Q3 2020Q2 202414
Anfield Capital Management, LLC 950.00%3.70%7.63%Q4 2019Q2 202414
Concord Wealth Partners 770.00%0.02%0.04%Q4 2020Q2 202414
Prestige Wealth Management Group LLC 1310.00%0.80%1.39%Q4 2019Q2 202414
Asset Management One Co., Ltd. 730.01%0.02%0.03%Q1 2019Q4 202314
PINNACLE FINANCIAL PARTNERS INC 720.00%0.00%0.01%Q2 2020Q2 202414
Westside Investment Management, Inc. 14140.01%0.04%0.07%Q1 2021Q2 202414
WHITTIER TRUST CO OF NEVADA INC 710.00%0.01%0.01%Q4 2018Q2 202414
Elevated Capital Advisors, LLC 810.15%0.57%1.18%Q2 2020Q2 202414
JFS WEALTH ADVISORS, LLC 1210.00%0.01%0.01%Q3 2018Q2 202414
Ellis Investment Partners, LLC 14140.00%0.00%0.00%Q2 2019Q3 202214
AdvisorNet Financial, Inc 910.00%0.02%0.08%Q1 2019Q2 202413
Enterprise Bank & Trust Co 730.08%0.11%0.13%Q2 2019Q2 202413
PETERSON WEALTH MANAGEMENT 910.26%0.85%1.53%Q1 2020Q2 202413
OPPENHEIMER ASSET MANAGEMENT INC. 810.00%0.08%0.33%Q3 2018Q2 202413
Biltmore Family Office, LLC 13130.03%0.09%0.20%Q4 2019Q4 202213
WealthOne, LLC 1210.01%0.64%1.47%Q4 2018Q3 202313
Horizon Investments, LLC 13130.02%0.18%0.65%Q2 2021Q2 202413
M&R CAPITAL MANAGEMENT INC 710.00%0.01%0.01%Q3 2018Q2 202413
Bank of New Hampshire 13130.06%0.13%0.26%Q2 2021Q2 202413
Tidal Investments LLC 1210.01%0.06%0.23%Q4 2019Q2 202413
HAP Trading, LLC 710.00%0.02%0.20%Q4 2020Q4 202313
Addison Advisors LLC 13130.00%0.08%0.18%Q2 2021Q2 202413
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 710.05%0.27%0.68%Q4 2018Q3 202313
HARBOUR INVESTMENTS, INC. 940.00%0.04%0.07%Q1 2021Q2 202413
Transamerica Financial Advisors, Inc. 910.00%0.24%0.41%Q3 2018Q2 202413
MITCHELL SINKLER & STARR/PA 910.04%0.17%0.35%Q2 2020Q2 202413
Bogart Wealth, LLC 13130.00%0.00%0.00%Q2 2021Q2 202413
Hudock, Inc. 13130.00%0.00%0.00%Q3 2019Q3 202213
GIRARD PARTNERS LTD. 13130.03%0.15%0.55%Q2 2021Q2 202413
Fulcrum Equity Management 610.06%0.91%1.88%Q3 2019Q2 202413
Hanlon Investment Management, Inc. 941.94%2.59%3.51%Q1 2019Q2 202213
NEXT Financial Group, Inc 13130.00%0.01%0.05%Q4 2018Q4 202113
MMA ASSET MANAGEMENT LLC 13130.34%0.62%0.92%Q4 2020Q4 202313
HORIZON FINANCIAL SERVICES, LLC 13130.21%0.58%0.76%Q2 2021Q2 202413
Newbridge Financial Services Group, Inc. 13130.01%0.09%0.23%Q1 2021Q1 202413
MARSHALL WACE, LLP 510.00%0.03%0.09%Q4 2018Q1 202413
West Branch Capital LLC 13130.02%0.02%0.02%Q2 2021Q2 202413
Schonfeld Strategic Advisors LLC 630.00%0.07%0.40%Q4 2018Q2 202413
Transform Wealth, LLC 910.03%0.15%0.72%Q3 2018Q2 202213
Snowden Capital Advisors LLC 13130.01%0.03%0.09%Q2 2021Q2 202413
Penobscot Investment Management Company, Inc. 13130.04%0.20%0.65%Q2 2021Q2 202413
Blue Chip Partners, LLC 850.03%0.06%0.10%Q4 2020Q2 202413
Allred Capital Management, LLC 13130.05%0.19%0.33%Q4 2018Q4 202113
Jackson Hole Capital Partners, LLC 13130.00%0.01%0.02%Q2 2021Q2 202413
Visionary Wealth Advisors 1120.02%0.04%0.11%Q2 2020Q2 202413
Mariner, LLC 1120.01%0.02%0.03%Q1 2020Q2 202413
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13130.00%0.03%0.08%Q2 2021Q2 202413
FOUNDERS FINANCIAL SECURITIES LLC 13130.12%0.32%0.80%Q2 2021Q2 202413
Institute for Wealth Management, LLC. 1030.04%0.06%0.09%Q2 2019Q2 202413
Advocacy Wealth Management Services, LLC 13130.00%0.00%0.01%Q3 2019Q3 202213
Psagot Value Holdings Ltd. 12120.01%1.12%3.08%Q4 2018Q3 202112
PSI Advisors, LLC 12120.01%0.01%0.04%Q3 2021Q2 202412
FinTrust Capital Advisors, LLC 930.00%0.00%0.00%Q2 2021Q2 202412
Essex LLC 12120.21%0.47%0.94%Q3 2021Q2 202412
Carroll Financial Associates, Inc. 12120.00%0.00%0.02%Q1 2019Q4 202112
Friedenthal Financial 1110.34%1.57%2.07%Q4 2019Q2 202412
Cresset Asset Management, LLC 1110.00%0.02%0.05%Q1 2019Q2 202412
BOKF, NA 710.00%0.03%0.05%Q2 2020Q2 202412
WHALEROCK POINT PARTNERS, LLC 12120.16%0.19%0.23%Q3 2021Q2 202412
ENTERPRISE FINANCIAL SERVICES CORP 12120.00%0.02%0.04%Q2 2019Q1 202212
InTrack Investment Management Inc 840.21%0.32%0.40%Q4 2020Q2 202412
Roberts Wealth Advisors, LLC 12120.40%0.64%0.94%Q3 2021Q2 202412
Conservest Capital Advisors, Inc. 12120.04%0.57%1.19%Q3 2021Q2 202412
Kessler Investment Group, LLC 12120.00%0.45%0.72%Q3 2021Q2 202412
Onyx Bridge Wealth Group LLC 12120.06%0.40%1.91%Q3 2021Q2 202412
SkyView Investment Advisors, LLC 750.21%0.44%0.70%Q4 2020Q2 202412
Stonebridge Capital Advisors LLC 750.00%0.00%0.01%Q2 2019Q3 202212
HARBOR INVESTMENT ADVISORY, LLC 12120.00%0.00%0.01%Q3 2021Q2 202412
Ifrah Financial Services, Inc. 750.10%0.18%0.27%Q2 2020Q2 202412
Millburn Ridgefield Corp 12120.00%0.01%0.01%Q2 2020Q1 202312
Cullen Capital Management, LLC 750.00%0.09%0.36%Q2 2021Q2 202412
Focus Financial Network, Inc. 720.02%0.03%0.04%Q2 2020Q2 202412
Beacon Pointe Advisors, LLC 610.01%0.02%0.04%Q2 2020Q2 202412
Mount Lucas Management LP 660.03%1.63%3.40%Q3 2018Q3 202112
FLPUTNAM INVESTMENT MANAGEMENT CO 710.01%0.02%0.07%Q2 2020Q2 202412
Prospera Financial Services Inc 510.01%0.10%0.30%Q2 2019Q2 202412
IFG Advisory, LLC 750.04%0.07%0.14%Q3 2020Q2 202412
ROVIN CAPITAL /UT/ /ADV 12120.42%0.62%1.02%Q3 2021Q2 202412
GTS SECURITIES LLC 550.00%0.02%0.14%Q2 2023Q2 202412
CAPE COD FIVE CENTS SAVINGS BANK 750.03%0.06%0.28%Q4 2020Q2 202412
Constitution Capital LLC 840.13%0.28%0.54%Q4 2020Q2 202412
Financial Enhancement Group LLC 620.00%1.07%1.60%Q1 2020Q2 202412
SANDERS MORRIS HARRIS LLC 1020.05%0.07%0.12%Q2 2019Q3 202212
Fort Point Capital Partners LLC 12120.10%0.13%0.16%Q3 2021Q2 202412
Granite Investment Advisors, LLC 12120.15%0.41%0.66%Q4 2018Q3 202112
Golden State Wealth Management, LLC 930.01%0.07%0.12%Q1 2019Q1 202212
WINTON GROUP Ltd 620.01%2.18%9.10%Q1 2021Q2 202412
Accel Wealth Management 1020.06%0.10%0.17%Q4 2020Q2 202412
Destiny Wealth Partners, LLC 720.01%0.05%0.08%Q4 2020Q2 202412
Vickerman Investment Advisors, Inc. 12122.40%2.77%3.34%Q3 2021Q2 202412
Congress Wealth Management LLC / DE / 11110.61%1.13%1.59%Q4 2021Q2 202411
Ascent Group, LLC 11110.07%0.14%0.24%Q4 2021Q2 202411
Essex Private Wealth Management, LLC 11112.95%4.44%5.27%Q4 2019Q2 202211
Bison Wealth, LLC 11110.01%0.01%0.02%Q4 2019Q2 202211
Kovack Advisors, Inc. 1010.03%0.04%0.06%Q2 2020Q2 202411
NOVARE CAPITAL MANAGEMENT LLC 910.02%0.20%0.37%Q1 2021Q2 202411
Key FInancial Inc 11110.00%0.00%0.01%Q4 2021Q2 202411
Paladin Advisory Group, LLC 11110.03%0.04%0.05%Q4 2021Q2 202411
TORONTO DOMINION BANK 410.00%0.01%0.13%Q4 2019Q2 202411
WESPAC Advisors SoCal, LLC 11110.28%0.60%1.22%Q4 2021Q2 202411
JMAC ENTERPRISES LLC 11110.74%1.02%1.45%Q4 2021Q2 202411
CRA Financial Services, LLC 710.04%0.08%0.11%Q4 2019Q2 202411
Long Run Wealth Advisors, LLC 11111.29%2.11%2.69%Q4 2021Q2 202411
MONTAG A & ASSOCIATES INC 740.01%0.01%0.03%Q4 2020Q2 202411
APPLETON PARTNERS INC/MA 11110.02%0.05%0.08%Q4 2021Q2 202411
Capital Investment Advisory Services, LLC 530.00%0.00%0.00%Q4 2018Q2 202411
Colonial River Investments, LLC 11110.14%0.42%1.08%Q4 2021Q2 202411
PGIM Custom Harvest LLC 740.35%1.57%2.61%Q4 2020Q2 202411
TD Waterhouse Canada Inc. 11110.01%0.02%0.02%Q4 2021Q2 202411
Walleye Capital LLC 420.00%0.09%0.16%Q3 2022Q2 202411
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 910.01%0.08%0.46%Q1 2020Q2 202411
Koshinski Asset Management, Inc. 610.02%0.05%0.16%Q4 2019Q2 202411
Treynor Bancshares, Inc. 11110.94%1.60%2.91%Q4 2021Q2 202411
Loveless Wealth Management LLC 11111.75%2.07%2.33%Q4 2019Q2 202211
Byrne Asset Management LLC 11110.06%0.09%0.13%Q4 2021Q2 202411
Financial Connections Group, Inc. 11110.00%0.01%0.01%Q4 2021Q2 202411
BRANDYWINE OAK PRIVATE WEALTH LLC 1010.00%0.05%0.07%Q4 2018Q3 202211
PRUDENTIAL FINANCIAL INC 11110.00%0.02%0.06%Q4 2021Q2 202411
Activest Wealth Management 740.00%0.03%0.07%Q3 2021Q2 202411
Centiva Capital, LP 660.00%0.02%0.05%Q1 2023Q2 202411
PEDDOCK CAPITAL ADVISORS, LLC 11110.08%0.33%0.52%Q1 2019Q3 202111
Granite Bay Wealth Management, LLC 11110.18%1.39%3.61%Q4 2021Q2 202411
SEGALL BRYANT & HAMILL, LLC 620.00%0.00%0.00%Q2 2020Q2 202311
MMBG INVESTMENT ADVISORS CO. 11110.05%0.11%0.21%Q4 2021Q2 202411
Global Trust Asset Management, LLC 620.00%0.07%0.19%Q3 2019Q2 202411
Banque Cantonale Vaudoise 11110.00%0.02%0.03%Q4 2021Q2 202411
Advisor Resource Council 920.10%0.88%2.08%Q2 2021Q1 202411
QP WEALTH MANAGEMENT, LLC 1010.36%0.99%1.44%Q4 2019Q4 202211
Integrity Financial Corp /WA 11110.01%0.02%0.03%Q4 2021Q2 202411
PARK AVENUE SECURITIES LLC 11110.01%0.03%0.03%Q4 2021Q2 202411
SWARTHMORE GROUP INC 11111.53%2.05%3.14%Q3 2018Q1 202111
JOHNSON INVESTMENT COUNSEL INC 830.00%0.01%0.02%Q2 2021Q2 202411
Cladis Investment Advisory, LLC 11110.61%0.72%0.80%Q4 2021Q2 202411
Marion Wealth Management 11110.56%0.70%0.82%Q4 2021Q2 202411
Full Sail Capital, LLC 11110.04%0.42%1.22%Q4 2021Q2 202411
MUFG Americas Holdings Corp 11110.00%0.00%0.00%Q1 2020Q3 202211
FIRST COMMUNITY TRUST NA 11110.01%0.02%0.06%Q4 2021Q2 202411
tru Independence LLC 910.07%0.11%0.16%Q4 2019Q3 202311
Apexium Financial, LP 810.06%0.11%0.14%Q2 2021Q2 202411
Callan Capital, LLC 11110.05%0.34%0.45%Q4 2021Q2 202411
Zullo Investment Group, Inc. 11110.35%0.81%1.11%Q4 2021Q2 202411
MKT Advisors LLC 11110.21%0.26%0.31%Q4 2021Q2 202411
FDx Advisors, Inc. 420.01%0.16%0.42%Q2 2018Q4 202311
HERBST GROUP, LLC 11110.86%0.98%1.12%Q4 2021Q2 202411
CORBETT ROAD CAPITAL MANAGEMENT, LLC 11110.80%1.46%1.83%Q4 2019Q2 202211
Column Capital Advisors, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
InterOcean Capital Group, LLC 11110.01%0.19%0.35%Q3 2021Q1 202411
Covestor Ltd 11110.00%0.00%0.01%Q4 2021Q2 202411
Maven Securities LTD 410.01%0.06%0.16%Q4 2020Q2 202411
Missouri Trust & Investment Co 11110.00%0.01%0.01%Q4 2021Q2 202411
Lumature Wealth Partners, LLC 11110.00%0.01%0.02%Q4 2020Q2 202311
CenterStar Asset Management, LLC 410.02%0.09%0.38%Q3 2019Q3 202310
Wellington Shields Capital Management, LLC 730.05%0.16%0.33%Q4 2019Q2 202410
GERMAN AMERICAN BANCORP, INC. 710.03%0.27%0.68%Q4 2018Q2 202410
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 10100.04%0.18%0.43%Q1 2019Q2 202110
Charter Oak Capital Management, LLC 710.00%0.04%0.07%Q2 2021Q2 202410
HHM Wealth Advisors, LLC 10100.01%0.01%0.02%Q1 2022Q2 202410
Kovitz Investment Group Partners, LLC 410.00%0.02%0.04%Q3 2019Q2 202410
VISTA INVESTMENT MANAGEMENT 710.08%0.14%0.18%Q3 2020Q2 202410
First Command Bank 10100.00%0.01%0.04%Q1 2021Q2 202310
Mystic Asset Management, Inc. 910.12%0.14%0.16%Q4 2021Q2 202410
CAPSTONE INVESTMENT ADVISORS, LLC 440.00%0.12%0.60%Q1 2023Q4 202310
Trexquant Investment LP 410.01%0.04%0.08%Q4 2020Q2 202410
Banco Santander, S.A. 10100.02%0.03%0.05%Q1 2022Q2 202410
Ascent Wealth Partners, LLC 640.66%0.97%1.26%Q3 2021Q2 202410
FLAGSHIP HARBOR ADVISORS, LLC 510.01%0.11%0.58%Q3 2019Q1 202410
DONALDSON CAPITAL MANAGEMENT, LLC 420.01%0.37%1.84%Q1 2019Q2 202410
PUTNAM INVESTMENTS LLC 640.02%0.04%0.08%Q4 2018Q3 202110
PITTENGER & ANDERSON INC 10100.00%0.00%0.00%Q1 2020Q2 202210
FIRST NATIONAL TRUST CO 10100.01%0.02%0.02%Q3 2021Q4 202310
KESTRA PRIVATE WEALTH SERVICES, LLC 710.01%0.02%0.04%Q3 2020Q2 202410
Royal Harbor Partners, LLC 520.84%1.82%2.77%Q4 2019Q2 202310
NORWOOD FINANCIAL CORP 10100.07%0.09%0.10%Q4 2021Q1 202410
LEVEL FOUR ADVISORY SERVICES, LLC 730.02%0.06%0.10%Q4 2021Q2 202410
Federation des caisses Desjardins du Quebec 10100.02%0.03%0.03%Q1 2022Q2 202410
WASHINGTON TRUST Co 10100.00%0.00%0.00%Q4 2020Q1 202310
Wealthcare Advisory Partners LLC 510.00%0.01%0.04%Q4 2018Q2 202410
Innova Wealth Partners 643.80%4.08%4.43%Q4 2020Q2 202410
Sterling Investment Advisors, Ltd. 10100.01%0.01%0.01%Q2 2019Q3 202110
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 10100.54%0.66%0.76%Q1 2022Q2 202410
OneDigital Investment Advisors LLC 510.00%0.01%0.02%Q4 2018Q2 202410
SJS Investment Consulting Inc. 820.00%0.00%0.00%Q4 2021Q2 202410
Pallas Capital Advisors LLC 520.03%0.12%0.22%Q2 2021Q2 202410
FIRST BUSINESS FINANCIAL SERVICES, INC. 10100.04%0.05%0.06%Q1 2022Q2 202410
Leicht Financial Planning & Wealth Management, Inc. 731.90%2.79%4.65%Q3 2020Q2 202410
Buckingham Capital Management, Inc. 10100.11%0.17%0.30%Q1 2022Q2 202410
Newfound Research LLC 410.36%2.70%5.77%Q3 2018Q3 202210
COLTON GROOME FINANCIAL ADVISORS, LLC 10100.10%1.01%2.13%Q1 2022Q2 202410
Rise Advisors, LLC 10100.00%0.01%0.01%Q4 2021Q1 202410
Tyler-Stone Wealth Management 550.07%0.10%0.18%Q4 2021Q2 202410
TD ASSET MANAGEMENT INC 10100.02%0.03%0.03%Q4 2020Q1 202310
OPTIMUM INVESTMENT ADVISORS 610.00%0.01%0.01%Q3 2019Q3 202310
CREDIT AGRICOLE S A 10100.00%0.01%0.01%Q1 2022Q2 202410
Lavaca Capital LLC 430.00%0.26%0.47%Q4 2018Q3 202310
BROWN ADVISORY INC 620.00%0.00%0.00%Q4 2020Q2 202410
NOMURA HOLDINGS INC 410.00%0.05%0.14%Q1 2021Q4 202310
Merit Financial Group, LLC 10100.04%0.11%0.22%Q1 2022Q2 202410
Atria Wealth Solutions, Inc. 10100.01%0.02%0.03%Q1 2022Q2 202410
CoreCap Advisors, LLC 550.08%0.49%0.88%Q4 2021Q2 202410
Dorsey & Whitney Trust CO LLC 10100.03%0.05%0.07%Q1 2022Q2 202410
Redwood Financial Network Corp 10100.63%0.98%1.35%Q1 2022Q2 202410
Pacific Wealth Strategies Group, Inc. 10100.13%0.59%1.97%Q4 2019Q1 202210
Lowe Wealth Advisors, LLC 10100.00%0.00%0.00%Q3 2021Q4 202310
HYA Advisors, Inc 10100.12%0.19%0.23%Q1 2020Q2 202210
West Financial Advisors, LLC 640.09%0.36%0.49%Q1 2021Q2 202410
Winslow, Evans & Crocker, Inc. 10100.02%0.11%0.15%Q3 2018Q4 202010
LAKE STREET PRIVATE WEALTH, LLC 820.03%0.09%0.14%Q4 2020Q2 202410
MARINER INDEPENDENT ADVISOR NETWORK, LLC 10100.05%0.15%0.38%Q2 2020Q3 202210
PineBridge Investments, L.P. 10100.01%0.02%0.12%Q3 2019Q4 202110
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10100.34%0.47%0.61%Q1 2022Q2 202410
Arkadios Wealth Advisors 810.00%0.02%0.06%Q4 2019Q2 20249
Landsberg, Bennett, & Dubbaneh LLC 990.03%0.34%0.64%Q4 2018Q4 20209
FIRST WILSHIRE SECURITIES MANAGEMENT INC 630.07%0.08%0.09%Q4 2020Q2 20249
Orion Portfolio Solutions, LLC 510.00%0.06%0.13%Q4 2019Q2 20249
Alaska Permanent Fund Corp 420.02%1.00%3.79%Q1 2020Q4 20229
Rock Creek Group, LP 710.00%1.71%4.63%Q4 2018Q1 20239
Pinnacle Advisory Group, Inc. 811.75%3.36%4.87%Q3 2018Q1 20219
ExodusPoint Capital Management, LP 510.00%0.06%0.13%Q2 2019Q3 20229
Psagot Value Holdings Ltd. / (Israel) 810.01%0.13%0.34%Q3 2021Q4 20239
Ellevest, Inc. 990.00%0.01%0.01%Q4 2020Q4 20229
Amplius Wealth Advisors, LLC 610.00%0.04%0.06%Q4 2021Q2 20249
Qube Research & Technologies Ltd 510.00%0.10%0.50%Q3 2020Q2 20249
First PREMIER Bank 990.04%0.06%0.07%Q2 2022Q2 20249
SRS Capital Advisors, Inc. 710.00%0.00%0.01%Q2 2021Q2 20249
Jump Financial, LLC 210.03%0.14%0.45%Q3 2020Q4 20239
Spectrum Management Group, LLC 990.01%0.95%1.93%Q4 2019Q4 20219
Stratos Wealth Advisors, LLC 410.02%0.22%0.58%Q4 2018Q2 20249
Texas Capital Bank Wealth Management Services Inc 630.07%0.52%1.02%Q4 2019Q4 20239
Fisher Asset Management, LLC 810.00%0.10%0.19%Q4 2021Q2 20249
Raleigh Capital Management Inc. 990.00%0.27%0.86%Q1 2022Q1 20249
REGENTATLANTIC CAPITAL LLC 410.01%0.02%0.02%Q3 2019Q2 20229
Independence Bank of Kentucky 720.00%0.01%0.03%Q3 2019Q2 20249
AlphaCore Capital LLC 810.00%0.01%0.05%Q1 2022Q2 20249
GenTrust, LLC 510.02%0.19%0.33%Q4 2018Q3 20219
Caprock Group, LLC 990.02%0.05%0.09%Q2 2020Q2 20229
PRIVATE TRUST CO NA 990.02%0.11%0.18%Q2 2022Q2 20249
Investors Research Corp 990.01%0.02%0.02%Q2 2022Q2 20249
BROWN BROTHERS HARRIMAN & CO 540.00%0.00%0.00%Q1 2021Q2 20249
VICTORY CAPITAL MANAGEMENT INC 990.00%0.06%0.09%Q2 2022Q2 20249
VESTOR CAPITAL, LLC 420.01%0.59%1.16%Q2 2019Q2 20249
Wealthfront Advisers LLC 630.00%0.00%0.00%Q4 2021Q2 20249
First Command Financial Services, Inc. 630.00%0.01%0.04%Q1 2021Q2 20239
FACTORY MUTUAL INSURANCE CO 990.25%0.35%0.44%Q4 2020Q4 20229
Coston, McIsaac & Partners 990.00%0.00%0.00%Q2 2022Q2 20249
Brookstone Capital Management 610.04%0.05%0.10%Q2 2020Q2 20249
Founders Capital Management 810.01%0.01%0.02%Q4 2020Q2 20249
SYNOVUS FINANCIAL CORP 720.00%0.00%0.01%Q1 2020Q2 20249
Sargent Bickham Lagudis LLC 990.00%0.04%0.11%Q4 2020Q4 20229
Summit Place Financial Advisors, LLC 990.30%0.77%1.59%Q4 2019Q4 20219
Cedar Wealth Management, LLC 630.00%0.01%0.02%Q2 2021Q2 20249
Lake Point Wealth Management 520.00%0.01%0.01%Q1 2019Q2 20229
Virtu Financial LLC 210.09%0.34%0.56%Q3 2018Q1 20249
Marquette Asset Management, LLC 990.54%0.60%0.66%Q2 2020Q2 20229
Keystone Financial Group 990.06%0.07%0.09%Q4 2019Q4 20219
Alphadyne Asset Management LP 660.12%0.74%1.87%Q3 2022Q4 20239
KENNICOTT CAPITAL MANAGEMENT LLC 620.22%0.29%0.36%Q1 2021Q2 20238
Financial Management Professionals, Inc. 620.00%0.00%0.01%Q4 2021Q2 20248
Dakota Wealth Management 880.18%0.24%0.28%Q3 2022Q2 20248
Perigon Wealth Management, LLC 710.01%0.02%0.03%Q4 2020Q2 20248
Hochman Cole Investment Advisors, Inc. 880.14%2.02%3.38%Q4 2019Q3 20218
New Potomac Partners, LLC 880.01%0.01%0.01%Q4 2018Q3 20208
TWO SIGMA ADVISERS, LP 530.03%0.15%0.33%Q2 2022Q2 20248
MBA Advisors LLC 620.17%0.52%1.61%Q1 2021Q2 20238
FLOW TRADERS U.S. LLC 310.01%0.08%0.23%Q1 2020Q2 20248
Waldron Private Wealth LLC 220.01%0.01%0.02%Q2 2021Q2 20248
Brendel Financial Advisors LLC 530.48%0.80%1.45%Q1 2021Q2 20248
First Allied Advisory Services, Inc. 530.01%0.02%0.04%Q3 2018Q3 20208
McElhenny Sheffield Capital Management, LLC 410.01%3.44%11.03%Q3 2021Q4 20238
Center for Financial Planning, Inc. 880.00%0.01%0.01%Q4 2020Q3 20228
Baron Financial Group, LLC 880.02%0.02%0.03%Q3 2020Q2 20228
Fieldpoint Private Securities, LLC 880.04%0.05%0.06%Q3 2020Q2 20228
STOCK YARDS BANK & TRUST CO 710.01%0.02%0.02%Q1 2022Q2 20248
INVESTMENT PARTNERS, LTD. 710.12%0.15%0.23%Q4 2019Q4 20218
Optiver Holding B.V. 530.00%0.00%0.01%Q4 2021Q1 20248
BFSG, LLC 710.03%0.18%0.30%Q4 2021Q2 20248
PEAPACK GLADSTONE FINANCIAL CORP 880.16%0.22%0.27%Q3 2022Q2 20248
Horizon Wealth Management, LLC 530.31%2.44%6.50%Q4 2021Q2 20248
TUCKER ASSET MANAGEMENT LLC 880.00%1.50%2.71%Q3 2022Q2 20248
Legend Financial Advisors, Inc. 880.01%0.01%0.01%Q3 2022Q2 20248
Lenox Wealth Management, Inc. 880.01%0.02%0.07%Q3 2018Q2 20208
COMERICA BANK 410.00%0.01%0.03%Q2 2020Q2 20248
SOL Capital Management CO 880.04%0.04%0.05%Q3 2022Q2 20248
Icon Wealth Partners, LLC 530.02%0.03%0.03%Q1 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.00%0.01%Q3 2022Q2 20248
NewEdge Wealth, LLC 880.04%0.08%0.11%Q4 2020Q3 20228
Stadion Money Management, LLC 210.12%0.39%0.69%Q1 2019Q1 20248
NWAM LLC 530.02%0.12%0.20%Q2 2021Q1 20248
SIGMA INVESTMENT COUNSELORS INC 710.03%0.06%0.10%Q3 2020Q2 20248
CAPITAL ONE FINANCIAL CORP 880.04%0.13%0.35%Q1 2020Q4 20218
Inscription Capital, LLC 510.06%0.15%0.18%Q1 2020Q2 20228
MGO ONE SEVEN LLC 620.02%0.02%0.03%Q4 2021Q2 20248
Blue Trust, Inc. 530.00%0.00%0.00%Q2 2022Q2 20248
Fragasso Financial Advisors Inc 510.02%0.04%0.06%Q4 2021Q2 20248
Dynamic Advisor Solutions LLC 620.02%0.03%0.04%Q3 2021Q2 20248
Sepio Capital, LP 880.03%0.04%0.04%Q2 2020Q1 20228
HOWARD CAPITAL MANAGEMENT 880.40%0.44%0.50%Q1 2019Q4 20208
Alpine Global Management, LLC 210.07%0.21%0.50%Q4 2018Q2 20248
ARISTEIA CAPITAL, L.L.C. 440.13%0.20%0.29%Q1 2020Q4 20208
SALEM INVESTMENT COUNSELORS INC 510.00%0.00%0.00%Q4 2021Q2 20248
Covington Capital Management 710.00%0.00%0.00%Q1 2020Q3 20228
Cerity Partners LLC 710.00%0.00%0.02%Q2 2022Q2 20248
Sage Mountain Advisors LLC 310.00%0.01%0.01%Q1 2021Q2 20248
Tradition Wealth Management, LLC 610.00%0.00%0.01%Q4 2020Q2 20238
Lehman & Derafelo Financial Resources LLC 880.16%0.80%1.18%Q1 2021Q4 20228
Chanos & Co LP 880.42%1.43%4.58%Q4 2018Q3 20208
CAMBRIDGE TRUST CO 610.00%0.02%0.02%Q4 2021Q1 20248
ROCKLAND TRUST CO 710.01%0.02%0.02%Q1 2022Q2 20248
GPS Wealth Strategies Group, LLC 620.00%0.01%0.02%Q2 2022Q2 20248
SECURITY NATIONAL TRUST CO 880.01%0.01%0.01%Q4 2019Q3 20218
HRT FINANCIAL LP 510.04%0.12%0.37%Q4 2019Q2 20228
Advisor OS, LLC 510.06%0.50%0.94%Q2 2020Q2 20248
Realta Investment Advisors 510.01%0.15%0.46%Q1 2019Q2 20248
Roundview Capital LLC 880.19%0.33%0.39%Q3 2022Q2 20248
Abbrea Capital, LLC 710.04%0.07%0.08%Q2 2022Q2 20248
Clal Insurance Enterprises Holdings Ltd 880.00%0.00%0.00%Q3 2022Q2 20248
Freedom Investment Management, Inc. 530.07%0.31%0.67%Q1 2021Q2 20248
NEW ENGLAND ASSET MANAGEMENT INC 880.02%0.03%0.04%Q4 2018Q3 20208
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.01%0.10%0.35%Q4 2019Q2 20248
NOMURA ASSET MANAGEMENT CO LTD 880.00%0.00%0.00%Q1 2022Q4 20238
DRW Securities, LLC 620.01%0.04%0.09%Q2 2020Q2 20248
MACROVIEW INVESTMENT MANAGEMENT LLC 880.00%0.00%0.00%Q3 2022Q2 20248
VERUS CAPITAL PARTNERS, LLC 310.03%0.05%0.09%Q4 2019Q2 20248
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 710.00%0.07%0.12%Q3 2020Q2 20248
BANK OF THE WEST 310.02%0.06%0.14%Q4 2018Q4 20228
Glenview Trust Co 880.03%0.04%0.08%Q3 2022Q2 20248
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 772.39%2.88%3.46%Q3 2018Q1 20207
SteelPeak Wealth, LLC 510.04%0.12%0.24%Q4 2021Q2 20247
L & S Advisors Inc 510.03%0.05%0.07%Q4 2019Q1 20247
PFS INVESTMENTS INC. 410.15%0.25%0.35%Q3 2018Q3 20227
Journey Advisory Group, LLC 610.04%0.18%0.27%Q4 2020Q3 20227
SP Asset Management LLC 770.07%0.07%0.07%Q4 2022Q2 20247
Rockingstone Advisors LLC 770.26%0.33%0.38%Q4 2022Q2 20247
Sage Advisory Services, Ltd.Co. 411.18%2.60%3.74%Q3 2018Q3 20227
PETTYJOHN, WOOD & WHITE, INC 770.08%0.11%0.14%Q4 2022Q2 20247
3D/L Capital Management, LLC 520.20%0.23%0.28%Q1 2021Q3 20237
MEANS INVESTMENT CO., INC. 770.04%0.06%0.09%Q4 2022Q2 20247
Wellington Shields & Co., LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Gateway Wealth Partners, LLC 770.05%0.11%0.22%Q4 2022Q2 20247
CMH Wealth Management LLC 771.54%2.04%2.81%Q4 2022Q2 20247
Concorde Asset Management, LLC 610.14%0.21%0.26%Q2 2019Q2 20247
LVW Advisors, LLC 770.13%0.15%0.16%Q4 2018Q2 20207
Miller Investment Management, LP 770.11%1.51%2.15%Q4 2022Q2 20247
Ameraudi Asset Management, Inc. 610.33%2.81%4.10%Q4 2019Q4 20217
First Capital Advisors Group, LLC. 770.00%0.48%1.12%Q4 2021Q2 20237
SVA Wealth Management, LLC 770.06%0.09%0.12%Q4 2018Q2 20207
TCI Wealth Advisors, Inc. 520.00%0.01%0.01%Q1 2019Q4 20217
Salomon & Ludwin, LLC 770.08%0.13%0.19%Q4 2022Q2 20247
Privium Fund Management (UK) Ltd 770.51%1.20%1.58%Q4 2022Q2 20247
CAPITAL MANAGEMENT ASSOCIATES /NY/ 770.55%0.61%0.70%Q4 2022Q2 20247
Corient Private Wealth LLC 770.01%0.02%0.02%Q4 2022Q2 20247
Moss Adams Wealth Advisors LLC 770.05%1.43%4.87%Q4 2022Q2 20247
TEXAS PERMANENT SCHOOL FUND CORP 770.02%0.03%0.04%Q3 2018Q1 20207
Smart Portfolios, LLC 521.08%3.20%4.97%Q4 2021Q2 20247
Phillips Wealth Planners LLC 770.88%0.99%1.11%Q4 2022Q2 20247
Simplicity Wealth,LLC 430.03%0.86%2.27%Q4 2021Q2 20247
Cornerstone Wealth Management, LLC 520.02%0.06%0.13%Q1 2021Q2 20247
Arete Wealth Advisors, LLC 310.02%0.05%0.09%Q2 2020Q4 20237
Sather Financial Group Inc 770.02%0.03%0.03%Q4 2022Q2 20247
Black Maple Capital Management LP 770.43%0.65%1.10%Q4 2022Q2 20247
CYPRESS ASSET MANAGEMENT INC/TX 770.08%0.42%0.99%Q2 2018Q4 20197
PERSONAL CFO SOLUTIONS, LLC 770.20%0.34%0.84%Q2 2020Q4 20217
Richard W. Paul & Associates, LLC 770.17%0.31%0.43%Q4 2022Q2 20247
Providence Capital Advisors, LLC 610.00%0.00%0.00%Q4 2019Q4 20217
Main Management LLC 770.02%4.54%7.16%Q4 2022Q2 20247
Colonial Trust Advisors 770.02%0.02%0.02%Q4 2022Q2 20247
Level Financial Advisors 770.01%0.01%0.01%Q2 2022Q4 20237
Camarda Financial Advisors, LLC 520.35%3.45%6.72%Q2 2020Q2 20227
Clarius Group, LLC 770.02%0.03%0.03%Q4 2022Q2 20247
Stockman Wealth Management, Inc. 770.20%0.29%0.32%Q4 2022Q2 20247
Advisor Group, Inc. 770.01%0.02%0.04%Q2 2018Q4 20197
WESBANCO BANK INC 770.01%0.04%0.14%Q4 2022Q2 20247
TUDOR INVESTMENT CORP ET AL 410.02%0.03%0.05%Q4 2021Q1 20247
Y.D. More Investments Ltd 770.00%0.01%0.02%Q4 2022Q2 20247
TWO SIGMA INVESTMENTS, LP 430.03%0.17%0.44%Q2 2022Q1 20247
AGF MANAGEMENT LTD 770.67%0.71%0.77%Q4 2022Q2 20247
COMMUNITY TRUST & INVESTMENT CO 770.03%0.03%0.04%Q4 2020Q2 20227
Symmetry Partners, LLC 520.12%0.68%1.42%Q3 2020Q2 20247
New England Capital Financial Advisors LLC 770.00%0.00%0.01%Q4 2022Q2 20247
Centennial Wealth Advisory LLC 520.10%0.17%0.23%Q2 2021Q2 20247
Bragg Financial Advisors, Inc 770.06%0.07%0.08%Q4 2022Q2 20247
Talisman Wealth Advisors LLC 770.46%0.54%0.61%Q4 2022Q2 20247
All Season Financial Advisors, Inc. 610.28%0.45%0.93%Q2 2021Q2 20247
Sharper & Granite LLC 771.16%1.74%2.14%Q4 2022Q2 20247
Costello Asset Management, INC 770.00%0.00%0.01%Q2 2021Q4 20227
B.O.S.S. Retirement Advisors, LLC 770.06%0.09%0.14%Q4 2022Q2 20247
CALDWELL SUTTER CAPITAL, INC. 770.06%0.07%0.08%Q4 2022Q2 20247
Waterloo Capital, L.P. 610.08%0.54%1.07%Q1 2020Q2 20247
Horan Securities, Inc. 430.04%0.06%0.08%Q3 2020Q2 20227
Moloney Securities Asset Management, LLC 770.07%0.14%0.16%Q3 2020Q1 20227
Bangor Savings Bank 770.01%0.01%0.01%Q4 2022Q2 20247
TRUEWEALTH LLC 770.01%0.01%0.01%Q4 2018Q2 20207
Southern Farm Bureau Life Insurance 770.03%0.05%0.06%Q4 2020Q2 20227
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.01%0.01%Q4 2021Q2 20237
Private Advisory Group LLC 310.10%0.19%0.26%Q1 2021Q4 20237
TCF National Bank 770.04%0.05%0.06%Q3 2019Q1 20217
DB Wealth Management Group, LLC 610.03%0.19%0.27%Q4 2020Q4 20237
ARMSTRONG ADVISORY GROUP, INC 770.00%0.00%0.01%Q4 2022Q2 20247
Collaborative Wealth Managment Inc. 310.10%0.17%0.30%Q1 2021Q2 20247
Ironwood Investment Counsel, LLC 770.09%0.15%0.35%Q4 2022Q2 20247
PETREDIS INVESTMENT ADVISORS LLC 771.22%1.46%1.58%Q4 2022Q2 20247
Birchcreek Wealth Management, LLC 610.06%0.66%1.00%Q4 2020Q2 20247
Vigilant Capital Management, LLC 410.00%0.00%0.01%Q2 2020Q2 20236
BOYS ARNOLD & CO INC 660.04%0.08%0.10%Q4 2018Q1 20206
PHYSICIANS FINANCIAL SERVICES, INC. 330.12%0.13%0.14%Q2 2019Q4 20206
IAM Advisory, LLC 310.06%0.56%0.76%Q1 2021Q2 20246
Gallagher Fiduciary Advisors, LLC 660.04%0.10%0.27%Q1 2023Q2 20246
Farther Finance Advisors, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Accurate Wealth Management, LLC 510.00%1.81%3.53%Q4 2022Q2 20246
Terra Nova Asset Management LLC 661.24%1.94%2.94%Q1 2023Q2 20246
One Day In July LLC 660.04%0.04%0.04%Q1 2023Q2 20246
Leelyn Smith, LLC 660.12%0.16%0.29%Q4 2019Q1 20216
Scarborough Advisors, LLC 660.04%0.29%0.55%Q1 2023Q2 20246
LPWM LLC 510.07%0.12%0.13%Q2 2021Q2 20246
Sound View Wealth Advisors Group, LLC 510.03%0.03%0.04%Q4 2022Q2 20246
Laurel Wealth Advisors, Inc. 660.02%0.06%0.18%Q1 2021Q2 20226
OXFORD FINANCIAL GROUP, LTD. LLC 420.00%0.03%0.06%Q3 2021Q2 20236
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 661.10%1.90%3.51%Q1 2023Q2 20246
Richard Bernstein Advisors LLC 410.00%0.00%0.00%Q4 2019Q4 20236
HARBOR CAPITAL ADVISORS, INC. 660.41%0.97%1.35%Q1 2023Q2 20246
Cornerstone Planning Group LLC 510.01%0.02%0.02%Q4 2022Q2 20246
PrairieView Partners, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Lloyd Advisory Services, LLC. 410.01%0.11%0.32%Q2 2021Q1 20246
Secure Asset Management, LLC 510.05%0.10%0.28%Q4 2019Q2 20246
BOSTON ADVISORS LLC 660.04%0.35%0.50%Q2 2018Q3 20196
First International Bank & Trust 330.08%0.10%0.14%Q4 2021Q2 20246
Badgley Phelps Wealth Managers, LLC 660.01%0.01%0.01%Q4 2022Q1 20246
SWMG, LLC 660.15%0.19%0.30%Q1 2023Q2 20246
Empower Advisory Group, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
AlphaCentric Advisors LLC 660.04%0.06%0.08%Q2 2020Q3 20216
EATON VANCE MANAGEMENT 660.00%0.01%0.02%Q2 2021Q3 20226
OLD MISSION CAPITAL LLC 210.01%0.04%0.07%Q2 2019Q4 20236
MIRABELLA FINANCIAL SERVICES LLP 110.15%0.45%1.46%Q4 2020Q1 20246
Ergoteles LLC 510.72%1.21%2.61%Q4 2021Q2 20236
Legacy Private Trust Co. 660.02%0.02%0.02%Q1 2023Q2 20246
ICA Group Wealth Management, LLC 660.02%0.05%0.07%Q4 2022Q1 20246
J.Safra Asset Management Corp 666.16%6.52%6.75%Q1 2023Q2 20246
Main Management ETF Advisors, LLC 667.40%10.49%12.34%Q1 2023Q2 20246
Glass Jacobson Investment Advisors llc 510.30%0.37%0.40%Q4 2022Q2 20246
Partnervest Advisory Services LLC 330.10%0.44%0.85%Q1 2019Q3 20206
Regal Investment Advisors LLC 660.02%0.05%0.10%Q1 2023Q2 20246
Altshuler Shaham Ltd 510.02%0.20%0.97%Q2 2019Q2 20216
BB&T SECURITIES, LLC 550.00%0.34%0.63%Q3 2018Q3 20196
YHB Investment Advisors, Inc. 510.02%0.02%0.02%Q1 2021Q2 20246
Summit Financial, LLC 660.04%0.04%0.04%Q3 2021Q4 20226
Black Swift Group, LLC 410.09%1.36%4.26%Q3 2019Q4 20226
TIAA, FSB 310.00%0.01%0.01%Q3 2018Q2 20236
MEEDER ASSET MANAGEMENT INC 420.00%0.00%0.00%Q1 2020Q1 20226
Susquehanna International Group Ltd. 330.53%2.71%8.72%Q1 2019Q3 20206
PUBLIC SECTOR PENSION INVESTMENT BOARD 330.02%0.03%0.04%Q3 2018Q1 20196
RFG Advisory, LLC 660.03%0.12%0.28%Q1 2023Q2 20246
Caption Management, LLC 210.00%0.08%0.23%Q3 2021Q2 20246
Country Club Trust Company, n.a. 660.03%0.03%0.03%Q2 2020Q3 20216
JSF Financial, LLC 330.16%0.32%0.54%Q4 2021Q4 20236
BNC WEALTH MANAGEMENT, LLC 660.08%0.23%0.29%Q1 2023Q2 20246
Northwest Bancshares, Inc. 660.06%0.06%0.08%Q2 2020Q3 20216
Northeast Financial Consultants Inc 660.02%0.08%0.12%Q2 2021Q3 20226
Manchester Capital Management LLC 660.04%0.05%0.06%Q1 2023Q2 20246
HOWE & RUSLING INC 510.00%0.00%0.00%Q4 2020Q4 20236
Florin Court Capital LLP 666.10%8.12%10.34%Q2 2020Q3 20216
Private Capital Management, LLC 660.02%0.04%0.05%Q1 2022Q2 20236
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 510.00%0.02%0.03%Q3 2018Q2 20246
Pinnacle Wealth Management Advisory Group, LLC 510.02%0.06%0.15%Q3 2018Q2 20246
Cranbrook Wealth Management, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Phoenix Holdings Ltd. 410.02%0.17%0.27%Q3 2019Q3 20216
WNY Asset Management, LLC 660.14%0.15%0.18%Q4 2020Q1 20226
Ally Invest Advisors Inc. 660.03%0.04%0.06%Q1 2023Q2 20246
Cape Investment Advisory, Inc. 660.00%0.00%0.01%Q1 2023Q2 20246
CREATIVE FINANCIAL DESIGNS INC /ADV 660.00%0.04%0.24%Q1 2023Q2 20246
Bay Harbor Wealth Management, LLC 410.00%0.27%1.01%Q1 2019Q3 20216
Capital Analysts, LLC 410.00%0.00%0.00%Q3 2020Q2 20246
Beaumont Financial Advisors, LLC 660.07%0.21%0.33%Q1 2023Q2 20246
Tuttle Capital Management, LLC 511.06%1.61%2.72%Q4 2021Q2 20236
Cypress Capital Management LLC (WY) 420.01%0.41%2.00%Q2 2020Q4 20216
Midwest Financial Group LLC 660.17%0.26%0.35%Q1 2023Q2 20246
Itau Unibanco Holding S.A. 660.01%0.19%0.45%Q2 2022Q3 20236
Pure Financial Advisors, LLC 660.01%0.01%0.02%Q1 2023Q2 20246
Crewe Advisors LLC 510.00%0.00%0.00%Q1 2022Q2 20246
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.01%0.05%0.09%Q3 2018Q4 20196
Bellecapital International Ltd. 660.06%0.07%0.09%Q3 2020Q4 20216
FLAGSTAR ADVISORS INC 410.01%0.16%0.31%Q3 2021Q2 20246
WealthCare Investment Partners, LLC 660.26%1.98%2.55%Q1 2023Q2 20246
Hardy Reed LLC 660.05%0.06%0.07%Q1 2023Q2 20246
Allspring Global Investments Holdings, LLC 550.01%0.02%0.02%Q2 2023Q2 20245
Element Wealth, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
WR Wealth Planners, LLC 320.01%0.02%0.04%Q1 2023Q2 20245
PEAK FINANCIAL ADVISORS LLC 550.27%0.70%1.58%Q2 2023Q2 20245
Lebenthal Global Advisors, LLC 410.05%0.06%0.08%Q4 2020Q2 20245
SILVER OAK SECURITIES, INCORPORATED 410.00%0.04%0.08%Q3 2022Q2 20245
Beaumont Capital Management, LLC 553.93%6.02%6.75%Q4 2020Q4 20215
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 550.12%0.12%0.12%Q4 2022Q4 20235
Savior LLC 410.01%0.01%0.01%Q4 2019Q2 20215
Sound Income Strategies, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
NATIXIS 550.02%0.02%0.03%Q4 2018Q4 20195
SUNTRUST BANKS INC 550.01%0.02%0.02%Q3 2018Q3 20195
Bellwether Advisors, LLC 551.63%2.68%3.38%Q2 2023Q2 20245
Biechele Royce Advisors 550.00%0.07%0.12%Q3 2021Q3 20225
MOTCO 410.00%0.00%0.00%Q4 2020Q3 20225
Obsidian Personal Planning Solutions LLC 550.13%0.19%0.30%Q2 2023Q2 20245
PFS Partners, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
Johns Hopkins University 551.71%4.59%14.86%Q1 2021Q1 20225
Per Stirling Capital Management, LLC. 550.06%0.14%0.29%Q2 2023Q2 20245
DOWLING & YAHNKE LLC 410.00%0.04%0.13%Q4 2019Q3 20225
EXANE DERIVATIVES 550.00%0.01%0.01%Q2 2021Q2 20225
Bulltick Wealth Management, LLC 550.10%0.14%0.16%Q2 2023Q2 20245
MERIDIAN INVESTMENT COUNSEL INC. 550.21%0.22%0.22%Q2 2023Q2 20245
Atom Investors LP 210.10%1.44%4.11%Q4 2018Q1 20215
ACCESS FINANCIAL SERVICES, INC. 320.15%0.41%1.33%Q4 2021Q2 20245
Kraft, Davis & Associates, LLC 550.07%0.07%0.08%Q2 2023Q2 20245
Stratos Investment Management, LLC 550.08%0.12%0.18%Q3 2021Q3 20225
Paloma Partners Management Co 310.06%0.40%1.59%Q4 2018Q3 20205
FULTON BANK, N.A. 550.01%0.02%0.03%Q2 2023Q2 20245
Lenox Wealth Advisors, LLC 320.00%0.00%0.01%Q1 2020Q1 20225
KWB Wealth 550.10%0.11%0.12%Q2 2023Q2 20245
Baystate Wealth Management LLC 550.00%0.00%0.00%Q4 2022Q4 20235
FCA CORP /TX 550.30%0.32%0.35%Q1 2021Q1 20225
HERITAGE WEALTH MANAGEMENT, LLC 320.00%0.00%0.00%Q1 2021Q2 20225
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 550.10%1.10%2.32%Q3 2022Q3 20235
Delta Investment Management, LLC 410.12%0.18%0.22%Q3 2019Q4 20205
Marathon Trading Investment Management LLC 210.01%0.03%0.07%Q4 2018Q3 20235
Ensign Peak Advisors, Inc 410.00%0.02%0.03%Q4 2019Q2 20225
ALERUS FINANCIAL NA 550.07%0.31%0.58%Q1 2019Q1 20205
Zions Bancorporation, N.A. 410.00%0.01%0.03%Q2 2019Q2 20215
Relyea Zuckerberg Hanson LLC 550.17%0.24%0.34%Q3 2021Q3 20225
RMR Wealth Builders 550.04%0.06%0.07%Q2 2023Q2 20245
Claybrook Capital, LLC 550.15%0.28%0.68%Q1 2019Q1 20205
Wedmont Private Capital 550.04%0.05%0.06%Q2 2023Q2 20245
Quantbot Technologies LP 210.00%0.03%0.10%Q3 2019Q2 20245
Ocean Park Asset Management, LLC 550.33%0.46%0.80%Q1 2023Q1 20245
Torch Wealth Management LLC 550.25%0.27%0.29%Q4 2018Q4 20195
Busey Bank 320.02%0.10%0.22%Q4 2019Q2 20245
Van Leeuwen & Company, LLC 410.14%0.14%0.14%Q4 2022Q1 20245
MARK SHEPTOFF FINANCIAL PLANNING, LLC 310.00%0.00%0.01%Q1 2019Q2 20245
Mendel Capital Management LLC 550.19%0.45%0.62%Q2 2023Q2 20245
Washington Trust Advisors, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
SYKON CAPITAL LLC 551.60%1.84%1.99%Q2 2023Q2 20245
TOWNSQUARE CAPITAL LLC 410.00%0.02%0.03%Q1 2019Q2 20245
SageView Advisory Group, LLC 550.00%0.04%0.07%Q1 2023Q1 20245
Resurgent Financial Advisors LLC 550.02%0.02%0.03%Q4 2022Q4 20235
LIBERTY WEALTH MANAGEMENT LLC 550.01%0.01%0.04%Q3 2020Q3 20215
Strategic Investment Advisors / MI 210.06%0.19%0.41%Q3 2019Q1 20245
Galvin, Gaustad & Stein, LLC 210.02%0.02%0.02%Q2 2021Q2 20245
Antonetti Capital Management LLC 410.03%0.04%0.05%Q2 2010Q2 20225
MANCHESTER FINANCIAL INC 550.00%0.00%0.00%Q1 2020Q1 20215
CHIRON CAPITAL MANAGEMENT, LLC 550.54%0.71%0.94%Q4 2022Q4 20235
FIDUCIARY TRUST CO 310.01%0.01%0.02%Q2 2021Q4 20235
FORBES J M & CO LLP 550.55%0.56%0.58%Q2 2023Q2 20245
Centerpoint Advisors, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Rye Brook Capital LLC 321.79%3.81%6.27%Q4 2020Q1 20225
Ten Capital Wealth Advisors, LLC 410.05%1.37%1.93%Q3 2020Q1 20235
Garrett Wealth Advisory Group, LLC 550.12%0.12%0.14%Q2 2023Q2 20245
Mirador Capital Partners LP 550.19%0.22%0.24%Q2 2023Q2 20245
CWA Asset Management Group, LLC 550.04%0.38%0.62%Q1 2023Q1 20245
ADVANTAGE INVESTMENT MANAGEMENT, LLC 550.12%0.30%0.37%Q3 2018Q3 20195
Analyst IMS Investment Management Services Ltd. 550.02%0.07%0.14%Q2 2023Q2 20245
Harrison & Co Wealth Management, LLC 552.17%2.58%2.97%Q4 2021Q4 20225
QUADRANT CAPITAL GROUP LLC 550.01%0.01%0.01%Q1 2021Q1 20225
VIAWEALTH, LLC 550.16%0.17%0.18%Q2 2023Q2 20245
Brinker Capital Investments, LLC 320.00%0.06%0.11%Q1 2019Q3 20215
Capstone Triton Financial Group, LLC 550.12%0.19%0.41%Q4 2020Q4 20215
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 410.00%0.00%0.01%Q1 2020Q2 20235
Arkos Global Advisors 310.04%0.05%0.07%Q4 2021Q4 20234
Simplicity Solutions, LLC 310.02%0.05%0.08%Q2 2019Q4 20204
Wall Capital Group, Inc. 443.65%4.51%5.81%Q1 2023Q4 20234
Clean Yield Group 310.01%0.01%0.01%Q4 2020Q4 20214
CIBC Private Wealth Group LLC 310.00%0.00%0.00%Q2 2022Q2 20244
ESG Planning DBA Harper Investing 440.49%0.86%1.04%Q1 2022Q4 20224
AMJ Financial Wealth Management 310.12%0.15%0.20%Q3 2020Q2 20244
LOGAN CAPITAL MANAGEMENT INC 310.00%0.00%0.00%Q4 2022Q2 20244
IPG Investment Advisors LLC 210.19%0.30%0.43%Q2 2021Q2 20244
United Community Bank 440.02%0.04%0.06%Q3 2023Q2 20244
Lee Capital Holdings LLC 311.05%1.87%2.28%Q3 2018Q4 20194
McAdam, LLC 310.02%0.02%0.02%Q2 2023Q2 20244
D. E. Shaw & Co., Inc. 210.00%0.00%0.01%Q1 2019Q1 20244
InterOcean Capital, LLC 440.07%0.08%0.08%Q2 2019Q1 20204
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.01%0.02%Q2 2018Q3 20234
Envestnet Portfolio Solutions, Inc. 440.01%0.02%0.02%Q3 2023Q2 20244
MIZUHO SECURITIES USA LLC 210.12%0.33%0.72%Q4 2019Q2 20214
Jaffetilchin Investment Partners, LLC 220.02%0.04%0.10%Q4 2022Q2 20244
CHANNEL WEALTH LLC 440.38%0.53%0.64%Q1 2023Q4 20234
First Command Advisory Services, Inc. 440.00%0.00%0.00%Q3 2023Q2 20244
Rampart Investment Management Company, LLC 210.02%0.08%0.18%Q1 2019Q2 20204
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 440.50%2.82%4.40%Q4 2019Q3 20204
CITY HOLDING CO 440.00%0.00%0.00%Q3 2023Q2 20244
Neuberger Berman Group LLC 310.00%0.00%0.00%Q2 2019Q2 20244
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 441.17%1.30%1.43%Q3 2023Q2 20244
BLB&B Advisors, LLC 440.02%0.02%0.02%Q3 2023Q2 20244
Measured Wealth Private Client Group, LLC 440.07%0.37%0.49%Q2 2023Q1 20244
BBVA USA Bancshares, Inc. 440.12%0.36%0.75%Q2 2020Q1 20214
Parker Investment Management, LLC 210.04%1.90%5.99%Q2 2018Q2 20244
Rikoon Group, LLC 440.08%0.10%0.11%Q3 2018Q2 20194
Verition Fund Management LLC 220.01%0.02%0.03%Q4 2021Q1 20224
Johnson Financial Group, Inc. 310.00%0.00%0.00%Q1 2022Q4 20234
D.A. DAVIDSON & CO. 220.01%0.01%0.01%Q4 2018Q2 20244
Total Clarity Wealth Management, Inc. 210.00%0.00%0.01%Q4 2019Q2 20224
WILLIAMS JONES & ASSOCIATES LLC 440.01%0.01%0.01%Q3 2018Q2 20194
ST GERMAIN D J CO INC 440.00%0.02%0.03%Q3 2023Q2 20244
Horrell Capital Management, Inc. 440.01%0.02%0.02%Q4 2020Q3 20214
WealthShield Partners, LLC 210.00%0.01%0.02%Q2 2020Q1 20244
Riggs Asset Managment Co. Inc. 310.00%0.01%0.04%Q4 2021Q1 20244
Personal Capital Advisors Corp 310.00%0.01%0.02%Q3 2020Q1 20224
ORG Partners LLC 310.01%0.02%0.04%Q2 2023Q2 20244
Baldwin Investment Management, LLC 440.06%0.07%0.08%Q3 2018Q2 20194
SYON CAPITAL LLC 440.19%0.23%0.27%Q3 2023Q2 20244
Flinton Capital Management LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Glen Harbor Capital Management LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Q3 Asset Management 310.16%0.50%0.92%Q2 2023Q2 20244
PICTET ASSET MANAGEMENT LTD 220.00%0.00%0.00%Q1 2019Q2 20214
J. W. Coons Advisors, LLC 440.06%0.07%0.09%Q2 2021Q1 20224
HM PAYSON & CO 210.00%0.00%0.00%Q4 2019Q2 20244
TNF LLC 440.10%0.11%0.13%Q3 2023Q2 20244
CERTUITY, LLC 210.02%0.06%0.12%Q4 2019Q2 20244
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 440.60%2.52%3.25%Q3 2018Q2 20194
WELLINGTON MANAGEMENT GROUP LLP 310.00%0.00%0.00%Q3 2019Q3 20204
AXXCESS WEALTH MANAGEMENT, LLC 440.01%0.05%0.10%Q3 2023Q2 20244
Virtue Capital Management, LLC 221.16%1.56%1.89%Q2 2023Q2 20244
Howard Capital Management Inc. 440.12%0.13%0.13%Q3 2023Q2 20244
SageGuard Financial Group, LLC 440.20%1.55%5.55%Q4 2020Q3 20214
BCGM Wealth Management, LLC 440.10%0.10%0.10%Q3 2023Q2 20244
MWA Asset Management 440.24%0.27%0.30%Q3 2023Q2 20244
Garda Capital Partners LP 310.02%0.16%0.37%Q4 2022Q4 20234
DELTA ASSET MANAGEMENT LLC/TN 440.00%0.00%0.00%Q1 2021Q4 20214
SL ADVISORS, LLC 310.40%0.51%0.70%Q4 2018Q4 20194
MONEY CONCEPTS CAPITAL CORP 210.00%0.01%0.02%Q4 2020Q4 20224
Bedell Frazier Investment Counselling, LLC 440.05%0.07%0.09%Q1 2021Q4 20214
Cubist Systematic Strategies, LLC 220.00%0.02%0.04%Q1 2024Q2 20244
Capital One Investing, Inc. 440.84%0.90%0.94%Q4 2018Q3 20194
Tyers Asset Management LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Castleview Partners, LLC 310.02%0.03%0.07%Q2 2021Q2 20244
MENORA MIVTACHIM HOLDINGS LTD. 440.00%0.01%0.03%Q1 2023Q4 20234
Stephens Consulting, LLC 440.02%0.04%0.05%Q1 2022Q4 20224
TIVERTON ASSET MANAGEMENT LLC 440.01%0.01%0.02%Q4 2018Q3 20194
Braun-Bostich & Associates Inc. 440.60%1.30%1.58%Q1 2020Q4 20204
IronBridge Private Wealth, LLC 311.60%2.41%4.77%Q1 2021Q2 20244
Core Alternative Capital 440.00%0.16%0.60%Q4 2022Q3 20234
Capital Wealth Planning, LLC 310.02%0.02%0.02%Q3 2019Q3 20214
WealthTrust Asset Management, LLC 440.17%0.19%0.22%Q2 2021Q1 20224
Elm Partners Management LLC 440.03%0.03%0.04%Q3 2023Q2 20244
OAK FAMILY ADVISORS, LLC 440.45%0.93%1.50%Q3 2023Q2 20244
WEALTHSOURCE PARTNERS, LLC 440.02%0.04%0.08%Q4 2021Q3 20224
MAGNOLIA CAPITAL ADVISORS LLC 440.20%0.28%0.44%Q3 2023Q2 20244
Ballew Advisors, Inc 440.30%0.34%0.36%Q3 2020Q2 20214
Fortis Group Advisors, LLC 210.05%1.12%1.59%Q3 2020Q2 20244
SC&H Financial Advisors, Inc. 220.06%0.12%0.22%Q4 2021Q2 20244
Biltmore Capital Advisors LLC 440.13%0.14%0.15%Q1 2021Q4 20214
5th Street Advisors, LLC 441.50%1.81%2.11%Q3 2023Q2 20244
Family Asset Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Neuburgh Advisers LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Triumph Capital Management 210.10%0.19%0.24%Q3 2022Q1 20244
Cornerstone Wealth Group, LLC 210.39%0.94%2.09%Q3 2021Q3 20234
Aries Wealth Management 440.11%0.13%0.15%Q1 2021Q4 20214
Accuvest Global Advisors 310.14%2.15%2.93%Q4 2020Q4 20214
Old North State Trust, LLC 440.01%0.01%0.02%Q4 2020Q3 20214
Imprint Wealth LLC 440.12%0.25%0.35%Q2 2023Q1 20244
West Oak Capital, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
Pine Valley Investments Ltd Liability Co 440.06%0.07%0.09%Q3 2023Q2 20244
Alaska Wealth Advisors 440.00%0.01%0.01%Q1 2023Q4 20234
NBC SECURITIES, INC. 440.02%0.02%0.02%Q3 2023Q2 20244
IAG Wealth Partners, LLC 310.00%0.01%0.04%Q4 2019Q2 20244
Weaver Consulting Group 440.01%0.01%0.01%Q4 2019Q3 20204
LFA - Lugano Financial Advisors SA 440.04%0.05%0.05%Q3 2023Q2 20244
Ameritas Investment Company, LLC 210.00%0.01%0.04%Q4 2018Q1 20214
Hugh Johnson Advisors LLC 440.44%0.84%1.23%Q3 2018Q2 20194
ELEVATUS WELATH MANAGEMENT 440.15%0.17%0.24%Q3 2023Q2 20244
ALLIANCEBERNSTEIN L.P. 310.00%0.00%0.00%Q4 2021Q4 20224
IEQ CAPITAL, LLC 220.00%0.00%0.01%Q2 2023Q2 20244
KARLINSKI ANDREW C 440.31%0.58%1.00%Q4 2021Q3 20224
Magnus Financial Group LLC 210.02%0.04%0.06%Q4 2020Q2 20244
Frontier Wealth Management LLC 330.01%0.01%0.02%Q2 2021Q4 20213
Guardian Asset Advisors, LLC 331.06%1.15%1.22%Q4 2023Q2 20243
Centric Wealth Management 210.09%0.35%0.52%Q4 2021Q2 20243
Vontobel Holding Ltd. 330.00%0.00%0.00%Q1 2021Q3 20213
Jefferies Group LLC 330.00%0.01%0.01%Q2 2019Q4 20193
Register Financial Advisors LLC 330.02%0.02%0.02%Q4 2023Q2 20243
DFPG INVESTMENTS, LLC 330.03%0.03%0.04%Q2 2023Q4 20233
TIAA TRUST, NATIONAL ASSOCIATION 330.00%0.02%0.02%Q4 2023Q2 20243
Spectrum Wealth Counsel, LLC 330.94%1.30%1.99%Q4 2023Q2 20243
RETIREMENT CAPITAL STRATEGIES 330.14%0.98%1.42%Q3 2023Q1 20243
SAXON INTERESTS, INC. 110.11%0.12%0.14%Q4 2022Q4 20233
Mitsubishi UFJ Asset Management (UK) Ltd. 211.81%2.05%2.42%Q4 2019Q4 20203
IMZ Advisory Inc 337.90%8.10%8.20%Q4 2023Q2 20243
Bowling Portfolio Management LLC 330.04%0.05%0.06%Q4 2018Q2 20193
Coppell Advisory Solutions LLC 110.00%0.16%0.33%Q2 2023Q2 20243
Beacon Capital Management, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Strategic Financial Concepts, LLC 210.00%0.15%0.32%Q1 2023Q2 20243
Sentinus, LLC 210.22%0.27%0.30%Q2 2023Q2 20243
Turtle Creek Wealth Advisors, LLC 330.04%0.41%1.15%Q4 2023Q2 20243
Waterway Wealth Management, LLC 330.24%0.33%0.41%Q4 2023Q2 20243
Rollins Financial 330.07%0.08%0.09%Q1 2023Q3 20233
Burford Brothers, Inc. 330.41%0.42%0.42%Q4 2023Q2 20243
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.02%0.42%1.21%Q1 2023Q2 20243
ANGELES WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2023Q1 20243
Boothe Investment Group, Inc. 330.70%0.81%1.04%Q3 2022Q1 20233
Phocas Financial Corp. 210.01%0.03%0.04%Q1 2022Q4 20223
Center For Asset Management LLC 210.16%0.29%0.48%Q4 2020Q4 20213
FIDUCIENT ADVISORS LLC 330.02%0.07%0.10%Q3 2023Q1 20243
Householder Group Estate & Retirement Specialist, LLC 330.01%0.02%0.04%Q4 2023Q2 20243
Main Management Fund Advisors LLC 3310.35%10.71%11.34%Q4 2023Q2 20243
SPINNAKER TRUST 210.64%0.70%0.75%Q3 2018Q2 20243
Blackston Financial Advisory Group, LLC 330.41%0.83%1.59%Q4 2023Q2 20243
WASHINGTON TRUST BANK 210.02%0.15%0.40%Q4 2018Q4 20213
Icon Wealth Advisors, LLC 210.02%0.02%0.02%Q3 2022Q1 20243
Goodman Advisory Group, LLC 330.07%0.08%0.09%Q4 2023Q2 20243
Dynamic Wealth Strategies, LLC 330.45%0.47%0.49%Q4 2023Q2 20243
CAMELOT TECHNOLOGY ADVISORS, INC. 330.34%0.35%0.36%Q4 2023Q2 20243
Choate Investment Advisors 330.01%0.01%0.01%Q4 2023Q2 20243
Insight Wealth Strategies, LLC 330.97%1.28%1.89%Q4 2023Q2 20243
Premier Path Wealth Partners, LLC 331.25%1.26%1.29%Q4 2023Q2 20243
Mach-1 Financial Group, LLC 210.00%0.01%0.02%Q2 2022Q1 20233
FineMark National Bank & Trust 330.02%0.02%0.02%Q4 2021Q2 20223
SCHMIDT P J INVESTMENT MANAGEMENT INC 330.13%0.61%0.89%Q4 2023Q2 20243
Smith Anglin Financial, LLC 330.02%0.02%0.03%Q4 2023Q2 20243
TRANSATLANTIQUE PRIVATE WEALTH LLC 330.79%0.95%1.07%Q4 2023Q2 20243
WETZEL INVESTMENT ADVISORS, INC. 330.10%0.10%0.10%Q4 2023Q2 20243
Quadrant Private Wealth Management, LLC 330.06%0.06%0.06%Q4 2023Q2 20243
Royal Fund Management, LLC 330.68%0.84%0.94%Q4 2023Q2 20243
Estate Counselors, LLC 330.92%2.16%2.81%Q4 2023Q2 20243
Whalen Wealth Management Inc. 330.26%0.28%0.29%Q4 2023Q2 20243
Julex Capital Management, LLC 334.52%6.60%7.67%Q1 2019Q3 20193
Keel Point, LLC 210.03%0.03%0.03%Q1 2020Q2 20243
TimeScale Financial, Inc. 210.00%0.01%0.01%Q2 2019Q3 20203
Montecito Bank & Trust 330.05%0.05%0.05%Q4 2023Q2 20243
CORRECT CAPITAL WEALTH MANAGEMENT 330.20%0.36%0.48%Q4 2023Q2 20243
Y-Intercept (Hong Kong) Ltd 110.04%0.11%0.18%Q2 2022Q2 20243
Kalos Management, Inc. 330.00%0.00%0.01%Q4 2022Q2 20233
TRUST CO OF VERMONT 330.00%0.00%0.00%Q2 2019Q4 20193
Canal Capital Management, LLC 210.10%0.34%0.47%Q3 2018Q4 20223
Private Capital Group, LLC 330.00%0.00%0.01%Q3 2018Q1 20193
CONFLUENCE INVESTMENT MANAGEMENT LLC 330.05%0.06%0.07%Q1 2020Q3 20203
Regency Capital Management Inc.\DE 330.00%0.01%0.02%Q1 2021Q3 20213
MD Financial Management Inc. 331.04%1.35%1.73%Q2 2021Q4 20213
Pacifica Partners Inc. 330.01%0.01%0.01%Q3 2023Q1 20243
&PARTNERS 210.07%0.13%0.16%Q2 2021Q2 20243
REAVES W H & CO INC 110.01%0.02%0.03%Q4 2018Q4 20203
BANK OF NOVA SCOTIA 210.00%0.10%0.17%Q3 2022Q2 20243
Sandy Spring Bank 210.00%0.00%0.00%Q1 2023Q2 20243
MORTON COMMUNITY BANK 330.54%0.55%0.56%Q4 2023Q2 20243
Worth Venture Partners, LLC 210.04%0.09%0.17%Q4 2018Q3 20193
TD Capital Management LLC 210.00%0.01%0.01%Q2 2019Q2 20203
Rokos Capital Management LLP 330.01%0.04%0.09%Q1 2023Q3 20233
JONES FINANCIAL COMPANIES LLLP 330.00%0.00%0.00%Q4 2023Q2 20243
Colony Family Offices, LLC 330.41%0.43%0.45%Q4 2023Q2 20243
Shepherd Financial Partners LLC 330.04%0.04%0.04%Q2 2021Q4 20213
OKABENA INVESTMENT SERVICES INC 330.43%0.44%0.45%Q4 2023Q2 20243
Retirement Group, LLC 210.00%0.00%0.00%Q2 2022Q1 20243
LEVEL FOUR FINANCIAL, LLC 330.13%0.15%0.17%Q1 2021Q3 20213
MontVue Capital Management, Inc. 331.39%1.48%1.52%Q4 2023Q2 20243
Highlander Capital Management, LLC 330.00%0.00%0.00%Q3 2023Q1 20243
EverSource Wealth Advisors, LLC 210.00%0.00%0.00%Q4 2022Q1 20243
United Bank 330.17%0.22%0.26%Q4 2023Q2 20243
Welch Group, LLC 210.01%0.16%0.40%Q3 2020Q4 20223
TEXAS CAPITAL BANCSHARES INC/TX 211.07%1.14%1.26%Q1 2021Q3 20233
BRADY FAMILY WEALTH, LLC 330.08%0.08%0.09%Q4 2023Q2 20243
PFG Investments, LLC 330.04%0.06%0.08%Q4 2023Q2 20243
Cerity Partners OCIO LLC 330.02%0.02%0.03%Q2 2022Q4 20223
INSIGNEO ADVISORY SERVICES, LLC 330.04%0.04%0.05%Q3 2023Q1 20243
HOLDERNESS INVESTMENTS CO 330.46%0.46%0.46%Q4 2023Q2 20243
FIRST CITIZENS BANK & TRUST CO 330.01%0.01%0.01%Q4 2023Q2 20243
New Millennium Group LLC 330.03%2.36%3.61%Q4 2023Q2 20243
WorthPointe, LLC 330.45%0.53%0.57%Q2 2023Q4 20233
Concurrent Investment Advisors, LLC 330.24%0.26%0.27%Q4 2023Q2 20243
GAMMA Investing LLC 330.01%0.01%0.02%Q4 2023Q2 20243
Apollon Wealth Management, LLC 210.02%0.03%0.03%Q2 2023Q2 20243
LMR Partners LLP 330.21%0.22%0.24%Q2 2023Q4 20233
Next Capital Management LLC 330.23%0.24%0.26%Q4 2018Q2 20193
Indiana Trust & Investment Management Co 330.00%0.00%0.00%Q3 2023Q1 20243
CAROLINAS WEALTH CONSULTING LLC 210.00%0.00%0.01%Q2 2022Q2 20243
TCWP LLC 330.08%0.33%0.71%Q4 2021Q2 20223
Disciplined Investments, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
WESPAC Advisors, LLC 210.19%1.05%1.54%Q3 2019Q2 20223
FIL Ltd 210.01%0.01%0.02%Q3 2023Q2 20243
Global Financial Private Capital, Inc 330.00%0.49%1.13%Q1 2019Q3 20193
Tibra Equities Europe Ltd 112.46%3.13%3.47%Q3 2018Q3 20203
Americana Partners, LLC 330.03%0.03%0.04%Q4 2023Q2 20243
QRG CAPITAL MANAGEMENT, INC. 330.01%0.01%0.01%Q4 2023Q2 20243
Rollins Financial Advisors, LLC 330.07%0.08%0.09%Q4 2023Q2 20243
Gold Investment Management Ltd. 330.00%0.00%0.00%Q4 2023Q2 20243
Marks Wealth, LLC 216.57%11.82%18.52%Q4 2020Q2 20243
TRITONPOINT WEALTH, LLC 330.30%0.32%0.35%Q4 2023Q2 20243
Financial Services Advisory Inc 210.30%0.54%0.67%Q3 2021Q2 20243
Pathstone Holdings, LLC 330.03%0.03%0.04%Q4 2023Q2 20243
Polar Asset Management Partners Inc. 110.02%0.34%0.92%Q1 2019Q2 20213
Summit Trail Advisors, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Capital CS Group, LLC 330.28%0.30%0.33%Q4 2023Q2 20243
Eudaimonia Partners, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Symmetry Investments LP 210.22%0.36%0.44%Q4 2022Q1 20243
Bayesian Capital Management, LP 210.04%0.05%0.07%Q4 2019Q1 20233
Soltis Investment Advisors LLC 330.23%0.26%0.30%Q4 2023Q2 20243
Operose Advisors LLC 210.02%0.03%0.04%Q4 2021Q2 20243
First Trust Investment Solutions L.P. 330.48%0.57%0.62%Q4 2023Q2 20243
GW HENSSLER & ASSOCIATES LTD 210.04%0.14%0.31%Q3 2020Q4 20213
Tidemark, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Cooksen Wealth, LLC 332.61%2.82%3.03%Q4 2023Q2 20243
Colony Group, LLC 330.00%0.03%0.06%Q4 2023Q2 20243
PRUDENTIAL PLC 210.03%0.04%0.04%Q3 2021Q1 20243
Client First Capital LLC 331.30%4.96%6.83%Q4 2023Q2 20243
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q4 20233
OneAscent Financial Services LLC 330.04%0.04%0.04%Q4 2023Q2 20243
Encompass More Asset Management 330.60%0.77%0.96%Q4 2023Q2 20243
Stonebrook Private Inc. 330.06%0.08%0.10%Q4 2023Q2 20243
JUNCTURE WEALTH STRATEGIES, LLC 210.09%1.02%2.87%Q3 2018Q2 20243
WealthTrust Fairport, LLC 330.90%0.98%1.02%Q3 2018Q1 20193
NBT BANK N A /NY 330.02%0.02%0.03%Q4 2023Q2 20243
HAZLETT, BURT & WATSON, INC. 330.01%0.02%0.02%Q1 2022Q3 20223
BOOTHBAY FUND MANAGEMENT, LLC 210.01%0.03%0.06%Q1 2022Q4 20223
D'Orazio & Associates, Inc. 330.00%0.00%0.00%Q3 2019Q1 20203
Ford Financial Group, LLC 210.01%0.05%0.12%Q2 2021Q1 20223
EXCHANGE TRADED CONCEPTS, LLC 330.04%0.04%0.04%Q4 2020Q2 20213
Lee Financial Co 210.00%0.00%0.01%Q1 2023Q4 20233
Ciovacco Capital Management LLC 332.82%2.86%2.89%Q4 2023Q2 20243
OGOREK ANTHONY JOSEPH /NY/ /ADV 330.02%0.04%0.05%Q4 2023Q2 20243
Trust Point Inc. 330.03%0.03%0.03%Q4 2023Q2 20243
1607 Capital Partners, LLC 330.12%0.13%0.13%Q2 2019Q4 20193
CONTINUUM WEALTH ADVISORS, LLC 332.90%3.20%3.47%Q4 2023Q2 20243
Harbour Trust & Investment Management Co 331.48%1.54%1.62%Q4 2023Q2 20243
CIBC WORLD MARKETS CORP 110.01%0.29%0.46%Q4 2019Q1 20243
RESOURCES MANAGEMENT CORP /CT/ /ADV 330.00%0.00%0.00%Q4 2023Q2 20243
Pinnacle Private Wealth, LLC 330.08%0.08%0.09%Q4 2021Q2 20223
Curtis Advisory Group, LLC 330.08%0.09%0.09%Q4 2023Q2 20243
Winthrop Capital Management, LLC 332.10%3.16%4.05%Q4 2023Q2 20243
EVOKE WEALTH, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
National Wealth Management Group, LLC 330.20%0.25%0.32%Q4 2023Q2 20243
MACQUARIE GROUP LTD 210.00%0.00%0.00%Q3 2019Q1 20243
Avalon Investment & Advisory 210.01%0.02%0.06%Q4 2020Q1 20233
CLARK FINANCIAL SERVICES GROUP INC /BD 330.68%0.73%0.81%Q3 2021Q1 20223
St. Louis Financial Planners Asset Management, LLC 110.94%1.11%1.29%Q1 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
AlphaQ Advisors LLC 330.39%0.42%0.45%Q4 2022Q2 20233
Fiduciary Group, LLC 330.10%0.12%0.13%Q4 2023Q2 20243
KKM Financial LLC 330.18%0.28%0.34%Q4 2023Q2 20243
DEARBORN PARTNERS LLC 330.03%0.04%0.04%Q4 2023Q2 20243
AdvisorShares Investments LLC 330.28%0.35%0.41%Q4 2023Q2 20243
Capital Investment Counsel, LLC 330.12%0.14%0.16%Q4 2023Q2 20243
W.H. Cornerstone Investments Inc. 210.16%0.17%0.19%Q4 2022Q2 20243
Beech Hill Advisors, Inc. 330.32%0.41%0.46%Q4 2023Q2 20243
Keebeck Wealth Management, LLC 110.04%0.04%0.04%Q4 2019Q2 20202
Sky Investment Group LLC 220.05%0.06%0.06%Q4 2021Q1 20222
Waverly Advisors, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
D.B. Root & Company, LLC 220.23%0.34%0.45%Q1 2024Q2 20242
U S GLOBAL INVESTORS INC 220.11%0.18%0.24%Q1 2019Q2 20192
Councilmark Asset Management, LLC 220.22%0.23%0.23%Q1 2024Q2 20242
THOMPSON DAVIS & CO., INC. 220.16%0.18%0.20%Q1 2024Q2 20242
Eukles Asset Management 220.00%0.00%0.00%Q1 2024Q2 20242
LAFFER TENGLER INVESTMENTS, INC. 220.00%0.00%0.00%Q3 2022Q4 20222
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q4 2022Q4 20232
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q4 2018Q1 20192
Evensky & Katz LLC 220.03%0.04%0.05%Q3 2022Q4 20222
Central Pacific Bank - Trust Division 220.00%0.00%0.00%Q1 2024Q2 20242
BAROMETER CAPITAL MANAGEMENT INC. 110.12%0.17%0.22%Q1 2021Q3 20232
PATHSTONE FAMILY OFFICE, LLC 110.00%0.03%0.05%Q1 2019Q3 20232
CHEMICAL BANK 220.04%0.04%0.04%Q1 2019Q2 20192
Pacific Wealth Management 221.84%1.84%1.84%Q4 2023Q1 20242
Perkins Coie Trust Co 220.01%0.01%0.01%Q3 2023Q4 20232
Weatherstone Capital Management 220.08%0.16%0.24%Q4 2018Q1 20192
Sutton Wealth Advisors Inc. 220.03%0.03%0.03%Q2 2023Q3 20232
JACOBSON & SCHMITT ADVISORS, LLC 220.07%0.07%0.07%Q3 2022Q4 20222
Veracity Capital LLC 110.27%0.41%0.55%Q4 2019Q2 20202
FIFTH LANE CAPITAL, LP 110.01%0.21%0.42%Q2 2022Q2 20242
GREENWOOD CAPITAL ASSOCIATES LLC 110.54%0.59%0.64%Q1 2019Q3 20192
WEALTH EFFECTS LLC 220.08%0.10%0.12%Q4 2023Q1 20242
LINCOLN NATIONAL CORP 220.01%0.01%0.01%Q4 2023Q1 20242
Aspen Investment Management Inc 220.42%0.42%0.42%Q2 2021Q3 20212
WRAPMANAGER INC 110.07%0.08%0.10%Q3 2018Q2 20192
Watermark Asset Management, Inc. 220.00%0.00%0.00%Q3 2018Q4 20182
CABANA LLC 110.00%0.11%0.22%Q2 2020Q2 20212
Selective Wealth Management, Inc. 220.00%0.01%0.01%Q2 2022Q3 20222
SPIREPOINT PRIVATE CLIENT, LLC 220.11%0.12%0.13%Q1 2024Q2 20242
Investors Financial Group, LLC 220.09%0.10%0.11%Q3 2021Q4 20212
Motley Fool Wealth Management, LLC 110.01%0.02%0.02%Q4 2022Q2 20232
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.02%0.80%1.58%Q4 2020Q2 20212
Fortis Capital Management LLC 110.13%1.29%2.45%Q3 2022Q2 20242
Claraphi Advisory Network, LLC 110.00%0.01%0.01%Q3 2019Q1 20202
VCI Wealth Management LLC 221.30%1.32%1.34%Q4 2023Q1 20242
Northwest Financial Advisors 220.04%0.05%0.06%Q1 2024Q2 20242
Diversify Advisory Services, LLC 220.03%0.03%0.03%Q1 2024Q2 20242
Hobbs Group Advisors, LLC 110.00%0.00%0.00%Q4 2023Q2 20242
SG3 Management, LLC 110.04%0.08%0.12%Q2 2019Q2 20192
ADAMS DIVERSIFIED EQUITY FUND, INC. 110.25%0.28%0.32%Q3 2021Q1 20232
Fifth Third Wealth Advisors LLC 220.03%0.03%0.03%Q1 2024Q2 20242
Monument Capital Management 221.05%1.26%1.48%Q1 2024Q2 20242
Advisors Capital Management, LLC 220.25%0.25%0.26%Q3 2022Q4 20222
Wagner Wealth Management, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
3EDGE Asset Management, LP 220.03%0.06%0.08%Q1 2024Q2 20242
MISSION WEALTH MANAGEMENT, LP 220.01%0.01%0.01%Q1 2024Q2 20242
CONSOLIDATED CAPITAL MANAGEMENT, LLC 110.18%0.28%0.39%Q4 2018Q4 20192
JT Stratford LLC 220.12%0.12%0.12%Q2 2021Q3 20212
Truadvice, LLC 110.48%1.25%2.02%Q2 2022Q3 20232
US FINANCIAL ADVISORS, LLC 220.08%0.09%0.10%Q4 2020Q1 20212
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
LAZARD ASSET MANAGEMENT LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Provident Wealth Management, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
STEPH & CO 110.01%0.02%0.02%Q4 2022Q3 20232
Atlantic Union Bankshares Corp 220.05%0.05%0.05%Q4 2022Q1 20232
Waycross Investment Management Co 220.70%0.74%0.78%Q1 2024Q2 20242
Trilogy Capital Inc. 220.02%0.03%0.05%Q1 2024Q2 20242
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.01%0.03%0.05%Q3 2021Q1 20222
Valley Brook Capital Group, Inc. 220.03%0.04%0.06%Q4 2020Q1 20212
CITIZENS & NORTHERN CORP 110.18%0.31%0.44%Q4 2018Q2 20222
VISIONARY HORIZONS, LLC 221.66%1.93%2.20%Q1 2024Q2 20242
Greystone Financial Group, LLC 220.10%0.11%0.11%Q1 2024Q2 20242
Matrix Trust Co 220.33%0.35%0.37%Q1 2024Q2 20242
MONROE BANK & TRUST/MI 220.28%0.32%0.36%Q1 2019Q2 20192
Empowered Funds, LLC 110.13%0.14%0.14%Q2 2023Q1 20242
PICTET ASSET MANAGEMENT SA 220.00%0.00%0.00%Q3 2021Q4 20212
Gyon Technologies Capital Management, LP 220.14%0.16%0.19%Q4 2021Q1 20222
CAPE ANN SAVINGS BANK 220.14%0.15%0.17%Q4 2021Q1 20222
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2022Q3 20232
BOK Financial Private Wealth, Inc. 110.00%0.01%0.02%Q4 2021Q4 20232
Wealthgate Family Office, LLC 220.09%0.10%0.12%Q3 2021Q4 20212
Cannon Global Investment Management, LLC 110.56%2.67%4.78%Q1 2022Q3 20222
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC 220.78%1.08%1.39%Q4 2023Q1 20242
LVZ, Inc. 220.17%0.17%0.18%Q1 2024Q2 20242
Spartan Planning & Wealth Management 220.07%0.07%0.08%Q3 2023Q4 20232
Econ Financial Services Corp 220.71%0.73%0.75%Q1 2023Q2 20232
Signal Advisors Wealth, LLC 220.76%0.85%0.95%Q4 2023Q1 20242
Deane Retirement Strategies, Inc. 222.26%2.27%2.28%Q2 2021Q3 20212
Coordinated Financial Services, Inc./CO 220.21%0.21%0.21%Q1 2024Q2 20242
Confluence Wealth Services, Inc. 110.00%0.01%0.02%Q4 2021Q2 20242
Cassady Schiller Wealth Management, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
EXENCIAL WEALTH ADVISORS, LLC 220.01%0.02%0.02%Q1 2022Q2 20222
SCHAFER CULLEN CAPITAL MANAGEMENT INC 220.03%0.06%0.10%Q3 2020Q4 20202
COLDSTREAM CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q1 2024Q2 20242
EASTERN BANK 220.16%0.20%0.24%Q1 2024Q2 20242
Columbus Macro, LLC 110.16%0.21%0.27%Q2 2021Q4 20232
ADVISOR PARTNERS II, LLC 220.01%0.02%0.03%Q2 2023Q3 20232
PROVENCE WEALTH MANAGEMENT GROUP 220.06%0.06%0.06%Q3 2023Q4 20232
TAP Consulting, LLC 220.42%0.44%0.46%Q1 2024Q2 20242
Signature Wealth Management Partners, LLC 220.18%0.19%0.19%Q4 2023Q1 20242
Empirical Asset Management, LLC 220.20%0.24%0.29%Q4 2023Q1 20242
Danda Trouve Investment Management, Inc. 223.52%3.69%3.86%Q3 2021Q4 20212
Acropolis Investment Management, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
BDO Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Cordasco Financial Network 220.04%0.04%0.04%Q4 2018Q1 20192
Quantinno Capital Management LP 220.03%0.04%0.05%Q1 2024Q2 20242
Tortoise Investment Management, LLC 220.01%0.01%0.02%Q1 2024Q2 20242
RICHARDSON FINANCIAL SERVICES INC. 220.67%0.74%0.80%Q4 2023Q1 20242
Astor Investment Management LLC 220.55%0.57%0.60%Q3 2022Q4 20222
Financial Advisors Network, Inc. 220.05%0.06%0.06%Q3 2023Q4 20232
Delos Wealth Advisors, LLC 220.01%0.02%0.02%Q3 2022Q4 20222
Cornerstone Advisors, LLC 220.05%0.08%0.10%Q1 2024Q2 20242
THEORY FINANCIAL LLC 222.17%3.68%5.18%Q1 2024Q2 20242
KINGDON CAPITAL MANAGEMENT, L.L.C. 110.49%1.16%1.82%Q4 2019Q2 20202
Curi RMB Capital, LLC 110.01%0.01%0.01%Q4 2019Q2 20202
BBVA USA 220.01%0.01%0.01%Q2 2021Q3 20212
SeaCrest Wealth Management, LLC 220.02%0.02%0.03%Q1 2022Q2 20222
McIlrath & Eck, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Crabel Capital Management, LLC 220.10%0.43%0.76%Q3 2020Q4 20202
MinichMacGregor Wealth Management, LLC 110.00%0.28%0.55%Q1 2020Q4 20222
EdgeRock Capital LLC 110.00%0.01%0.02%Q3 2022Q4 20232
REDW Wealth LLC 220.07%0.07%0.08%Q1 2023Q2 20232
Northstar Advisory Group, LLC 110.18%0.22%0.27%Q1 2022Q4 20232
New Hampshire Trust 220.00%0.00%0.00%Q4 2022Q1 20232
SMI Advisory Services, LLC 111.38%1.43%1.48%Q3 2023Q2 20242
CAXTON ASSOCIATES LP 110.79%0.79%0.79%Q4 2021Q4 20212
Delek Group, Ltd. 220.18%0.18%0.18%Q1 2019Q2 20192
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q2 2023Q2 20242
Lionsbridge Wealth Management LLC 220.66%0.68%0.71%Q1 2024Q2 20242
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2023Q4 20232
Dai-ichi Life Holdings, Inc. 223.14%3.85%4.56%Q1 2024Q2 20242
Cumberland Partners Ltd 220.02%0.03%0.03%Q2 2021Q3 20212
Red Tortoise LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Tevis Investment Management 220.04%0.07%0.09%Q2 2022Q3 20222
Foguth Wealth Management, LLC. 221.83%1.92%2.01%Q1 2024Q2 20242
Tower View Wealth Management LLC 220.00%0.00%0.00%Q1 2024Q2 20242
ZACKS INVESTMENT MANAGEMENT 220.00%0.01%0.01%Q4 2021Q1 20222
Arlington Capital Management, Inc. 220.27%0.28%0.29%Q1 2024Q2 20242
Resource Management, LLC 220.03%0.03%0.03%Q4 2020Q1 20212
Hudson Value Partners, LLC 220.24%0.25%0.26%Q1 2024Q2 20242
Steinberg Global Asset Management 221.52%2.22%2.92%Q4 2018Q1 20192
Amundi 110.00%0.00%0.00%Q4 2021Q4 20232
SHEPHERD KAPLAN KROCHUK, LLC 220.20%0.21%0.22%Q4 2018Q1 20192
Naples Money Management LLC 221.55%1.65%1.76%Q1 2024Q2 20242
Narus Financial Partners, LLC 220.10%0.10%0.10%Q1 2024Q2 20242
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
TD PRIVATE CLIENT WEALTH LLC 220.00%0.00%0.00%Q1 2024Q2 20242
MONOGRAPH WEALTH ADVISORS, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
J Arnold Wealth Management Co 110.00%0.01%0.01%Q3 2020Q1 20212
Legacy Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Engineers Gate Manager LP 220.02%0.03%0.04%Q4 2023Q1 20242
Catamount Wealth Management 220.00%0.00%0.00%Q4 2018Q1 20192
Vivaldi Capital Management LP 220.06%0.07%0.07%Q1 2024Q2 20242
RE Dickinson Investment Advisors, LLC 220.00%0.01%0.03%Q1 2022Q2 20222
Berkeley Capital Partners, LLC 110.10%0.10%0.10%Q2 2021Q4 20222
Quantitative Advantage, LLC 220.25%0.26%0.26%Q4 2019Q1 20202
HawsGoodwin Investment Management LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Continuum Advisory, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Flagship Private Wealth, LLC 110.02%0.03%0.05%Q4 2020Q2 20212
MOULTON WEALTH MANAGEMENT, INC 111.79%2.96%4.13%Q1 2021Q3 20212
Ironwood Financial, llc 220.05%0.05%0.05%Q1 2024Q2 20242
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 220.05%0.06%0.08%Q1 2024Q2 20242
Covenant Asset Management, LLC 220.03%0.03%0.03%Q3 2018Q4 20182
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
NORDEN GROUP LLC 220.17%0.25%0.32%Q3 2023Q4 20232
MATHER GROUP, LLC. 220.00%0.00%0.00%Q1 2024Q2 20242
ROMANO BROTHERS AND COMPANY 110.00%0.11%0.21%Q4 2022Q3 20232
PRW Wealth Management LLC 110.10%0.18%0.27%Q2 2021Q1 20222
Point72 Asset Management, L.P. 220.00%0.00%0.00%Q3 2022Q4 20222
Future Financial Wealth Managment LLC 220.11%0.12%0.12%Q4 2021Q1 20222
Pacific Center for Financial Services 220.00%0.00%0.00%Q1 2024Q2 20242
USAdvisors Wealth Management, LLC 220.39%0.40%0.41%Q4 2019Q1 20202
Windsor Advisory Group, LLC 110.02%0.05%0.08%Q2 2023Q4 20232
Abound Wealth Management 110.00%0.00%0.00%Q2 2023Q1 20242
City Center Advisors, LLC 221.49%1.49%1.49%Q1 2024Q2 20242
ALTFEST L J & CO INC 220.48%0.49%0.50%Q4 2022Q1 20232
Destination Wealth Management 220.01%0.01%0.01%Q4 2021Q1 20222
VanderPol Investments L.L.C. 220.67%0.75%0.83%Q4 2023Q1 20242
Moors & Cabot, Inc. 220.02%0.02%0.02%Q1 2024Q2 20242
MKP Capital Management, L.L.C. 110.43%1.50%2.57%Q4 2021Q4 20212
Frisch Financial Group, Inc. 111.74%2.16%2.58%Q4 2021Q4 20222
Broadleaf Partners, LLC 220.07%0.07%0.07%Q2 2021Q3 20212
Kelly Financial Services LLC 220.00%0.00%0.00%Q2 2023Q3 20232
PVG ASSET MANAGEMENT CORP 110.91%1.23%1.56%Q1 2019Q3 20232
U.S. Capital Wealth Advisors, LLC 110.00%0.01%0.01%Q3 2021Q4 20222
Sumitomo Mitsui Trust Holdings, Inc. 220.02%0.02%0.02%Q2 2020Q3 20202
EDMOND DE ROTHSCHILD HOLDING S.A. 220.00%0.00%0.00%Q1 2023Q2 20232
BREWIN DOLPHIN LTD 220.00%0.00%0.00%Q4 2021Q1 20222
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q1 2024Q2 20242
Atlanta Consulting Group Advisors, LLC 220.10%0.10%0.10%Q1 2024Q2 20242
Strategic Financial Partners, Ltd. 221.41%1.51%1.61%Q1 2024Q2 20242
MACKENZIE FINANCIAL CORP 220.04%0.04%0.04%Q4 2018Q1 20192
JPL Wealth Management, LLC 220.11%0.12%0.12%Q1 2024Q2 20242
PRIVATE CLIENT SERVICES, LLC 220.15%0.16%0.16%Q1 2024Q2 20242
Investment Research & Advisory Group, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
FormulaFolio Investments, LLC 220.03%0.03%0.04%Q3 2019Q4 20192
Aprio Wealth Management, LLC 110.63%0.63%0.63%Q3 2020Q3 20201
Oxler Private Wealth LLC 110.05%0.05%0.05%Q3 2022Q3 20221
PNC Managed Account Solutions, Inc. 114.52%4.52%4.52%Q2 2021Q2 20211
IMC-Chicago, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
INVESTMENT HOUSE LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Armor Investment Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
JB Capital LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Intellectus Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q4 2021Q4 20211
Regent Peak Wealth Advisors LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Urban Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
3D ASSET MANAGEMENT, INC 110.10%0.10%0.10%Q3 2020Q3 20201
Financial Perspectives, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Compagnie Lombard Odier SCmA 110.00%0.00%0.00%Q1 2020Q1 20201
Certified Advisory Corp 110.00%0.00%0.00%Q2 2020Q2 20201
First American Bank 110.05%0.05%0.05%Q4 2022Q4 20221
Triad Wealth Partners, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
NATIXIS ADVISORS, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Oliver Luxxe Assets LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Personal Wealth Partners 110.03%0.03%0.03%Q2 2021Q2 20211
DRIVE WEALTH MANAGEMENT, LLC 110.74%0.74%0.74%Q4 2021Q4 20211
Legacy Bridge, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
ZRC WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2023Q4 20231
Wall Street Financial Group, Inc. 114.51%4.51%4.51%Q2 2024Q2 20241
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
QCM Cayman, Ltd. 110.44%0.44%0.44%Q3 2020Q3 20201
Mascoma Wealth Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
FIRST FOUNDATION ADVISORS 110.06%0.06%0.06%Q4 2022Q4 20221
BALLAST ADVISORS LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Legacy Capital Group California, Inc. 110.13%0.13%0.13%Q2 2024Q2 20241
CPWM, LLC 110.14%0.14%0.14%Q2 2022Q2 20221
PACIFIC FINANCIAL GROUP INC 110.53%0.53%0.53%Q3 2020Q3 20201
Family Management Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Highstreet Asset Management Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
K2 PRINCIPAL FUND, L.P. 111.41%1.41%1.41%Q1 2024Q1 20241
Frazier Financial Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
WIN ADVISORS, INC 111.60%1.60%1.60%Q3 2023Q3 20231
BluePath Capital Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
ASHTON THOMAS SECURITIES, LLC 110.31%0.31%0.31%Q2 2024Q2 20241
Enterprise Trust & Investment Co 110.00%0.00%0.00%Q2 2022Q2 20221
Caitlin John, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Arlington Partners LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
WELCH CAPITAL PARTNERS LLC/NY 111.08%1.08%1.08%Q3 2018Q3 20181
Able Wealth Management LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Shulman DeMeo Asset Management LLC 110.06%0.06%0.06%Q4 2023Q4 20231
PAX Financial Group, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
Cooper Financial Group 110.24%0.24%0.24%Q4 2020Q4 20201
LEAVELL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2024Q2 20241
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2024Q1 20241
Rakuten Securities, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Edgestream Partners, L.P. 110.02%0.02%0.02%Q2 2024Q2 20241
TFO Wealth Partners, LLC 110.06%0.06%0.06%Q2 2024Q2 20241
Blume Capital Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
HANTZ FINANCIAL SERVICES, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Sierra Capital LLC 110.00%0.00%0.00%Q1 2022Q1 20221
MILESTONE ASSET MANAGEMENT, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Parcion Private Wealth LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Mosley Wealth Management 110.27%0.27%0.27%Q2 2024Q2 20241
D. SCOTT NEAL, INC. 112.94%2.94%2.94%Q2 2024Q2 20241
Stack Financial Management, Inc 110.03%0.03%0.03%Q2 2020Q2 20201
Berger Financial Group, Inc 110.03%0.03%0.03%Q2 2024Q2 20241
McClarren Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Coppell Advisory Solutions Corp. 110.26%0.26%0.26%Q1 2024Q1 20241
Maryland Capital Management 110.13%0.13%0.13%Q3 2018Q3 20181
Prosperitas Financial LLC 112.68%2.68%2.68%Q2 2024Q2 20241
BIRINYI ASSOCIATES INC 110.18%0.18%0.18%Q3 2018Q3 20181
Highview Capital Management LLC/DE/ 110.24%0.24%0.24%Q4 2022Q4 20221
Fiduciary Alliance LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Litman Gregory Wealth Management LLC 110.00%0.00%0.00%Q3 2018Q3 20181
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
Leslie Global Wealth, LLC 110.62%0.62%0.62%Q2 2024Q2 20241
Cornell Pochily Investment Advisors, Inc. 110.10%0.10%0.10%Q4 2022Q4 20221
Mizuho Trust & Banking Co., Ltd. 1112.78%12.78%12.78%Q2 2019Q2 20191
BRYN MAWR TRUST Co 110.01%0.01%0.01%Q4 2019Q4 20191
Semmax Financial Advisors Inc. 110.01%0.01%0.01%Q1 2019Q1 20191
Cascadia Advisory Services, LLC 110.26%0.26%0.26%Q4 2019Q4 20191
PACES FERRY WEALTH ADVISORS, LLC 110.16%0.16%0.16%Q4 2023Q4 20231
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
DAGCO, INC. 110.45%0.45%0.45%Q4 2023Q4 20231
Financial Advantage, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Stewardship Financial Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Corient Capital Partners, LLC 110.22%0.22%0.22%Q4 2018Q4 20181
STEEL GROVE CAPITAL ADVISORS, LLC 110.24%0.24%0.24%Q4 2018Q4 20181
Bernardo Wealth Planning LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Princeton Global Asset Management LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Gladius Capital Management LP 110.15%0.15%0.15%Q4 2020Q4 20201
Versant Capital Management, Inc 110.01%0.01%0.01%Q2 2024Q2 20241
Sandy Cove Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Financial Network Wealth Advisors LLC 110.00%0.00%0.00%Q2 2024Q2 20241
CONDOR CAPITAL MANAGEMENT 110.06%0.06%0.06%Q4 2023Q4 20231
Wealth Quarterback LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
ISLAY CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Alpha Cubed Investments, LLC 110.01%0.01%0.01%Q1 2024Q1 20241
HARTFORD INVESTMENT MANAGEMENT CO 111.67%1.67%1.67%Q4 2022Q4 20221
JOURNEY STRATEGIC WEALTH LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Goldstream Capital Management Ltd 110.14%0.14%0.14%Q2 2024Q2 20241
Manhattan West Asset Management, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Jessup Wealth Management, Inc 112.26%2.26%2.26%Q2 2023Q2 20231
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
My Personal CFO, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Varma Mutual Pension Insurance Co 110.63%0.63%0.63%Q4 2023Q4 20231
ALTA CAPITAL MANAGEMENT LLC/ 110.01%0.01%0.01%Q4 2018Q4 20181
Premise Capital, LLC 111.47%1.47%1.47%Q2 2020Q2 20201
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 110.20%0.20%0.20%Q3 2023Q3 20231
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Edenbrook Capital, LLC 113.23%3.23%3.23%Q2 2024Q2 20241
Lunt Capital Management, Inc. 110.32%0.32%0.32%Q2 2024Q2 20241
Cypress Capital, LLC 110.07%0.07%0.07%Q4 2023Q4 20231
FOCUS FINANCIAL NETWORK INC /ADV 110.02%0.02%0.02%Q4 2023Q4 20231
Gryphon Financial Partners LLC 110.06%0.06%0.06%Q2 2024Q2 20241
Carmel Capital Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WT Wealth Management 110.27%0.27%0.27%Q4 2023Q4 20231
High Net Worth Advisory Group LLC 110.00%0.00%0.00%Q3 2022Q3 20221
McCollum Christoferson Group LLC 110.90%0.90%0.90%Q2 2024Q2 20241
MRA Associates USA LLC 110.03%0.03%0.03%Q3 2019Q3 20191
STAPP WEALTH MANAGEMENT, PLLC 110.01%0.01%0.01%Q3 2022Q3 20221
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q3 2020Q3 20201
Polus Capital Management Ltd 111.47%1.47%1.47%Q3 2023Q3 20231
True Link Financial Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
WEALTHGARDEN F.S. LLC 110.43%0.43%0.43%Q2 2024Q2 20241
First Personal Financial Services 110.00%0.00%0.00%Q3 2022Q3 20221
SpiderRock Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Annex Advisory Services, LLC 111.64%1.64%1.64%Q4 2023Q4 20231
Regal Wealth Group, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Watts Gwilliam & Co., LLC 110.07%0.07%0.07%Q1 2024Q1 20241
Three Bridge Wealth Advisors, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
CarsonAllaria Wealth Management, Ltd. 110.00%0.00%0.00%Q1 2024Q1 20241
PRELUDE CAPITAL MANAGEMENT, LLC 110.05%0.05%0.05%Q1 2024Q1 20241
Ground Swell Capital, LLC 111.59%1.59%1.59%Q1 2021Q1 20211
Carroll Investors, Inc 110.06%0.06%0.06%Q1 2022Q1 20221
FSB PREMIER WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
Kerrisdale Advisers, LLC 113.56%3.56%3.56%Q3 2020Q3 20201
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Blueprint Investment Partners LLC 110.12%0.12%0.12%Q2 2023Q2 20231
JNBA Financial Advisors 110.00%0.00%0.00%Q2 2023Q2 20231
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
LifeSteps Financial, Inc. 110.00%0.00%0.00%Q1 2024Q1 20241
CBIZ Investment Advisory Services, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
UNION SAVINGS BANK 110.00%0.00%0.00%Q2 2024Q2 20241
Orca Investment Management, LLC 112.19%2.19%2.19%Q2 2019Q2 20191
FourThought Financial, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
LITTLE HOUSE CAPITAL LLC 113.05%3.05%3.05%Q1 2021Q1 20211
Capula Management Ltd 110.17%0.17%0.17%Q4 2020Q4 20201
Halpern Financial, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
CHOREO, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q3 2023Q3 20231
OLD MISSION CAPITAL, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Gallagher Benefit Services, Inc. 110.20%0.20%0.20%Q4 2022Q4 20221
Trustees of Dartmouth College 110.06%0.06%0.06%Q4 2018Q4 20181
Pinkerton Retirement Specialists, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
FIRST INTERSTATE BANCSYSTEM INC 111.13%1.13%1.13%Q1 2021Q1 20211
Pachira Investments Inc. 110.24%0.24%0.24%Q1 2024Q1 20241
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2020Q1 20201
Curi Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Palisade Asset Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Tennessee Valley Asset Management Partners 110.00%0.00%0.00%Q4 2023Q4 20231
Sunbelt Securities, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
LEE JOHNSON CAPITAL MANAGEMENT, LLC 110.49%0.49%0.49%Q4 2021Q4 20211
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Prosperity Wealth Management, Inc. 110.12%0.12%0.12%Q2 2024Q2 20241
Balboa Wealth Partners 110.07%0.07%0.07%Q4 2023Q4 20231
Smartleaf Asset Management LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Bullseye Investment Management, LLC 110.18%0.18%0.18%Q2 2022Q2 20221
Stuart Chaussee & Associates, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Truepoint, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Beck Bode, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
PITCAIRN CO 110.14%0.14%0.14%Q4 2022Q4 20221
GSA CAPITAL PARTNERS LLP 110.23%0.23%0.23%Q4 2023Q4 20231
Cardinal Point Capital Management ULC 110.07%0.07%0.07%Q1 2023Q1 20231
Greenland Capital Management LP 110.10%0.10%0.10%Q3 2023Q3 20231
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
DOW CHEMICAL CO /DE/ 1110.28%10.28%10.28%Q1 2020Q1 20201
BlueCrest Capital Management Ltd 110.03%0.03%0.03%Q1 2019Q1 20191
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q4 2023Q4 20231
ADVISOR PARTNERS LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Pinnacle Family Advisors, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
EA Series Trust 110.13%0.13%0.13%Q2 2023Q2 20231
NEXPOINT ASSET MANAGEMENT, L.P. 110.12%0.12%0.12%Q4 2019Q4 20191
Grey Fox Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
MERITAGE PORTFOLIO MANAGEMENT 110.58%0.58%0.58%Q3 2021Q3 20211
Roble, Belko & Company, Inc 110.01%0.01%0.01%Q2 2019Q2 20191
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q2 2019Q2 20191
GODSEY & GIBB, INC 110.00%0.00%0.00%Q2 2024Q2 20241
CONNABLE OFFICE INC 110.44%0.44%0.44%Q3 2019Q3 20191
Silicon Valley Capital Partners 110.00%0.00%0.00%Q4 2023Q4 20231
AVIANCE CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2018Q3 20181
Peachtree Investment Advisors, Inc. 110.24%0.24%0.24%Q4 2018Q4 20181
TFC Financial Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Quadrature Capital Ltd 110.09%0.09%0.09%Q2 2024Q2 20241
Herr Investment Group LLC 110.02%0.02%0.02%Q1 2024Q1 20241
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 110.04%0.04%0.04%Q2 2024Q2 20241
Castle Rock Wealth Management, LLC 110.35%0.35%0.35%Q3 2018Q3 20181
WealthStone, Inc. 110.02%0.02%0.02%Q2 2019Q2 20191
Marietta Wealth Management, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Worth Asset Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
DDD Partners, LLC 110.18%0.18%0.18%Q2 2024Q2 20241
Locust Wood Capital Advisers 110.34%0.34%0.34%Q4 2018Q4 20181
HARTLINE INVESTMENT CORP/ 110.37%0.37%0.37%Q1 2024Q1 20241
Focused Wealth Management, Inc 110.00%0.00%0.00%Q4 2022Q4 20221
Nemes Rush Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Park Capital Group, Inc. 1117.15%17.15%17.15%Q1 2021Q1 20211
Hobart Private Capital, LLC 110.29%0.29%0.29%Q3 2019Q3 20191
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Prostatis Group LLC 110.08%0.08%0.08%Q2 2023Q2 20231
One Capital Management, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Pinz Capital Management, LP 112.39%2.39%2.39%Q2 2022Q2 20221
FORTEM FINANCIAL GROUP, LLC 110.34%0.34%0.34%Q4 2021Q4 20211
Privium Fund Management B.V. 110.39%0.39%0.39%Q2 2023Q2 20231
Family Firm, Inc. 110.04%0.04%0.04%Q2 2024Q2 20241
Main Street Financial Solutions, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.03%0.03%0.03%Q2 2020Q2 20201
New Century Financial Group, LLC 110.15%0.15%0.15%Q1 2024Q1 20241
Perennial Investment Advisors, LLC 110.10%0.10%0.10%Q2 2024Q2 20241
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
Provident Co of the Employees of the Hebrew University LTD 110.58%0.58%0.58%Q2 2024Q2 20241
Hedeker Wealth, LLC 110.59%0.59%0.59%Q4 2022Q4 20221
Synergy Asset Management, LLC 110.39%0.39%0.39%Q2 2024Q2 20241
Fairfield Financial Advisors, LTD 110.00%0.00%0.00%Q2 2024Q2 20241
JGP Global Gestao de Recursos Ltda. 110.19%0.19%0.19%Q4 2022Q4 20221
Anchor Investment Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Headlands Technologies LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Ballentine Partners, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Kinloch Capital, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Opal Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.05%0.05%0.05%Q1 2020Q1 20201
KHP Capital, LLC 111.93%1.93%1.93%Q3 2018Q3 20181
West Tower Group, LLC 111.05%1.05%1.05%Q4 2023Q4 20231
Pineridge Advisors LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Savant Capital, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
SOMERVILLE KURT F 110.05%0.05%0.05%Q4 2021Q4 20211
KINGSWOOD WEALTH ADVISORS, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
BKM Wealth Management, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
BBJS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Pensionmark Financial Group, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
HB Wealth Management, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Legal & General Group Plc 110.00%0.00%0.00%Q3 2022Q3 20221
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CAPITAL ONE, NATIONAL ASSOCIATION 110.50%0.50%0.50%Q4 2019Q4 20191
Blue Door Asset Management, LLC 112.89%2.89%2.89%Q4 2022Q4 20221
Portfolio Strategies, Inc. 110.03%0.03%0.03%Q1 2024Q1 20241
NORTHWEST INVESTMENT COUNSELORS, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
KORNITZER CAPITAL MANAGEMENT INC /KS 110.02%0.02%0.02%Q1 2024Q1 20241
Tyche Wealth Partners LLC 110.06%0.06%0.06%Q2 2024Q2 20241
Ridgepath Capital Management LLC 111.02%1.02%1.02%Q1 2024Q1 20241
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Leucadia National 110.00%0.00%0.00%Q2 2024Q2 20241
Foundation Wealth Management, LLC 110.31%0.31%0.31%Q2 2024Q2 20241
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q1 2021Q1 20211
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Altman Advisors, Inc. 110.18%0.18%0.18%Q3 2022Q3 20221
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 110.51%0.51%0.51%Q2 2023Q2 20231
ABLE Financial Group, LLC 110.09%0.09%0.09%Q2 2024Q2 20241
Trifecta Capital Advisors, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
NICOLET BANKSHARES INC 110.07%0.07%0.07%Q4 2023Q4 20231
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
Retirement Planning Co of New England, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
WestHill Financial Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.04%0.04%0.04%Q2 2021Q2 20211
Ahrens Investment Partners LLC 110.07%0.07%0.07%Q1 2023Q1 20231
AQR Capital Management 110.00%0.00%0.00%Q2 2024Q2 20241
JUMP TRADING, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Tactive Advisors, LLC 110.57%0.57%0.57%Q1 2024Q1 20241
MIZUHO MARKETS AMERICAS LLC 110.02%0.02%0.02%Q1 2024Q1 20241
Somerset Group LLC 111.48%1.48%1.48%Q3 2018Q3 20181
CPR Investments Inc. 110.81%0.81%0.81%Q1 2024Q1 20241
Honeycomb Asset Management LP 111.20%1.20%1.20%Q1 2019Q1 20191
ONTARIO TEACHERS PENSION PLAN BOARD 113.07%3.07%3.07%Q1 2021Q1 20211
LRI Investments, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
XR Securities LLC 110.05%0.05%0.05%Q1 2020Q1 20201
AMERICAN NATIONAL BANK & TRUST 110.00%0.00%0.00%Q2 2024Q2 20241
Fullerton Fund Management Co Ltd. 110.21%0.21%0.21%Q1 2024Q1 20241
Relative Value Partners Group, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
ALESCO ADVISORS LLC 110.02%0.02%0.02%Q3 2023Q3 20231
LGT Financial Advisors LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Principle Wealth Partners LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Brown Miller Wealth Management, LLC 110.32%0.32%0.32%Q4 2023Q4 20231
Retirement Planning Group, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
Second Half Financial Partners, LLC 110.16%0.16%0.16%Q1 2024Q1 20241
WESTWOOD HOLDINGS GROUP INC 110.06%0.06%0.06%Q2 2024Q2 20241
MTM Investment Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Redhawk Wealth Advisors, Inc. 110.67%0.67%0.67%Q2 2020Q2 20201
LINDEN ADVISORS LP 110.04%0.04%0.04%Q2 2019Q2 20191
Principal Street Partners, LLC 110.39%0.39%0.39%Q4 2019Q4 20191
AAFMAA Wealth Management & Trust LLC 110.15%0.15%0.15%Q2 2024Q2 20241
CHILDRESS CAPITAL ADVISORS, LLC 110.14%0.14%0.14%Q2 2024Q2 20241
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
First Trust Direct Indexing L.P. 110.01%0.01%0.01%Q2 2024Q2 20241
Mizuho Bank, Ltd. 114.82%4.82%4.82%Q2 2024Q2 20241
PROFESSIONAL ADVISORY SERVICES INC 110.18%0.18%0.18%Q4 2022Q4 20221
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
External links

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