SELECT SECTOR SPDR TR shareholder history

Current and past SELECT SECTOR SPDR TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 21210.00%0.00%0.01%Q3 2018Q3 202362
SUSQUEHANNA INTERNATIONAL GROUP, LLP 22220.00%0.00%0.02%Q2 2018Q3 202361
WOLVERINE TRADING, LLC 1820.00%0.01%0.04%Q3 2018Q3 202358
MILLENNIUM MANAGEMENT LLC 21210.00%0.02%0.15%Q3 2018Q3 202356
Cutler Group LLC / CA 18180.00%0.02%0.19%Q2 2019Q3 202347
CITIGROUP INC 21210.00%0.00%0.03%Q3 2018Q3 202346
JANE STREET GROUP, LLC 22220.00%0.01%0.03%Q2 2018Q3 202341
UBS Group AG 21210.00%0.04%0.09%Q3 2018Q3 202340
GOLDMAN SACHS GROUP INC 20200.00%0.01%0.03%Q4 2018Q3 202336
Parallax Volatility Advisers, L.P. 620.00%0.00%0.02%Q4 2019Q2 202335
Walleye Trading LLC 1110.00%0.00%0.01%Q2 2019Q3 202334
ROYAL BANK OF CANADA 22220.00%0.01%0.04%Q2 2018Q3 202333
BANK OF AMERICA CORP /DE/ 22220.00%0.25%0.60%Q2 2018Q3 202331
BNP PARIBAS FINANCIAL MARKETS 21210.00%0.02%0.06%Q3 2018Q3 202329
TWO SIGMA SECURITIES, LLC 910.00%0.02%0.08%Q4 2018Q3 202327
Raymond James Financial Services Advisors, Inc. 21210.00%0.04%0.08%Q3 2018Q3 202325
HighTower Advisors, LLC 21210.00%0.06%0.12%Q3 2018Q3 202324
WELLS FARGO & COMPANY/MN 21210.00%0.10%0.21%Q3 2018Q3 202323
Global Endowment Management, LP 22220.05%0.08%0.14%Q2 2018Q3 202322
MML INVESTORS SERVICES, LLC 22220.01%0.04%0.14%Q2 2018Q3 202322
IFP Advisors, Inc 1710.00%0.01%0.02%Q1 2016Q3 202322
BlackRock Inc. 20200.00%0.00%0.01%Q4 2018Q3 202322
Boltwood Capital Management 22220.26%0.43%0.58%Q3 2018Q4 202322
BLAIR WILLIAM & CO/IL 22220.00%0.01%0.03%Q2 2018Q3 202322
Advisory Services Network, LLC 22220.00%0.19%0.30%Q2 2018Q3 202322
Capital Investment Advisors, LLC 22220.03%0.04%0.05%Q3 2018Q4 202322
OLD NATIONAL BANCORP /IN/ 22220.32%1.01%2.03%Q2 2018Q3 202322
MORGAN STANLEY 22220.00%0.04%0.07%Q2 2018Q3 202322
TRUST CO OF VIRGINIA /VA 21210.13%0.17%0.23%Q3 2018Q3 202321
Haverford Trust Co 21210.01%0.01%0.02%Q3 2018Q3 202321
Steward Partners Investment Advisory, LLC 21210.00%0.04%0.12%Q3 2018Q3 202321
Swan Global Investments, LLC 21210.77%3.75%8.00%Q3 2018Q3 202321
United Asset Strategies, Inc. 21210.15%0.37%1.09%Q3 2018Q3 202321
Baird Financial Group, Inc. 21210.00%0.01%0.04%Q3 2018Q3 202321
BARCLAYS PLC 21210.01%0.14%0.75%Q3 2018Q3 202321
TOTH FINANCIAL ADVISORY CORP 21210.05%0.30%0.72%Q3 2018Q3 202321
WestEnd Advisors, LLC 21211.26%4.79%7.73%Q3 2018Q3 202321
Krilogy Financial LLC 21210.39%0.66%1.18%Q3 2018Q3 202321
Mount Yale Investment Advisors, LLC 21210.19%0.26%0.32%Q3 2018Q3 202321
Nelson Capital Management, LLC 21210.01%0.41%0.66%Q3 2018Q3 202321
CENTRAL TRUST Co 21210.00%0.02%0.02%Q3 2018Q3 202321
Janney Montgomery Scott LLC 21210.48%1.03%1.52%Q3 2018Q3 202321
Bray Capital Advisors 21210.00%0.48%0.79%Q3 2018Q3 202321
STERLING INVESTMENT MANAGEMENT, LLC 21210.24%0.32%0.38%Q3 2018Q3 202321
Private Advisor Group, LLC 21210.00%0.04%0.12%Q3 2018Q3 202321
ASSETMARK, INC 21210.07%0.15%0.33%Q3 2018Q3 202321
PNC FINANCIAL SERVICES GROUP, INC. 21210.00%0.01%0.03%Q3 2018Q3 202321
KCM INVESTMENT ADVISORS LLC 21210.95%1.39%1.87%Q3 2018Q3 202321
Migdal Insurance & Financial Holdings Ltd. 21210.06%1.52%7.17%Q3 2018Q3 202321
PINNACLE ASSOCIATES LTD 21210.01%0.05%0.10%Q3 2018Q3 202321
COUNTRY TRUST BANK 21210.00%0.02%0.07%Q4 2018Q4 202321
ENVESTNET ASSET MANAGEMENT INC 21210.02%0.11%0.20%Q3 2018Q3 202321
Geneos Wealth Management Inc. 21210.00%0.02%0.05%Q3 2018Q3 202321
COMMONWEALTH EQUITY SERVICES, LLC 21210.00%0.02%0.04%Q3 2018Q3 202321
US BANCORP \DE\ 21210.00%0.01%0.02%Q3 2018Q3 202321
SG Americas Securities, LLC 21210.01%0.06%0.34%Q3 2018Q3 202321
STIFEL FINANCIAL CORP 21210.01%0.04%0.08%Q3 2018Q3 202321
AMERIPRISE FINANCIAL INC 21210.00%0.03%0.06%Q3 2018Q3 202321
1832 Asset Management L.P. 21210.00%0.02%0.06%Q3 2018Q3 202321
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 21210.38%0.67%0.92%Q3 2018Q3 202321
NORTHERN TRUST CORP 21210.00%0.00%0.01%Q3 2018Q3 202321
Venturi Wealth Management, LLC 2010.08%0.63%1.28%Q2 2018Q3 202321
PROFFITT & GOODSON INC 21210.14%0.21%0.36%Q3 2018Q3 202321
Bank of New York Mellon Corp 21210.00%0.00%0.00%Q3 2018Q3 202321
MARTIN & CO INC /TN/ 21210.09%1.94%2.39%Q3 2018Q3 202321
BAR HARBOR WEALTH MANAGEMENT 21210.14%0.34%0.50%Q3 2018Q3 202321
CIBC WORLD MARKET INC. 21210.00%0.15%0.68%Q3 2018Q3 202321
STEPHENS INC /AR/ 21210.03%0.06%0.12%Q3 2018Q3 202321
UNITED CAPITAL FINANCIAL ADVISORS, LLC 21210.05%0.12%0.29%Q3 2018Q3 202321
J.P. Morgan Private Wealth Advisors LLC 21210.00%0.04%0.07%Q3 2018Q3 202321
JPMORGAN CHASE & CO 21210.00%0.03%0.07%Q3 2018Q3 202321
RAYMOND JAMES & ASSOCIATES 21210.03%0.17%0.32%Q3 2018Q3 202321
LPL Financial LLC 21210.01%0.10%0.21%Q3 2018Q3 202321
FIFTH THIRD BANCORP 21210.00%0.05%0.10%Q3 2018Q3 202321
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 21210.10%0.81%2.05%Q3 2018Q3 202321
CENTAURUS FINANCIAL, INC. 21210.02%0.35%0.87%Q3 2018Q3 202321
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 21210.08%0.80%1.97%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Jacobi Capital Management LLC 20200.02%0.06%0.09%Q4 2018Q3 202320
1834 INVESTMENT ADVISORS CO 20200.01%0.22%0.54%Q4 2018Q3 202320
FIRST INTERSTATE BANK 10100.38%1.18%2.14%Q3 2018Q3 202320
WBH ADVISORY INC 1730.61%1.45%1.93%Q3 2018Q3 202320
ATLAS CAPITAL ADVISORS LLC 20200.34%0.66%1.16%Q4 2018Q3 202320
Chesapeake Wealth Management 20200.32%0.66%0.88%Q4 2018Q3 202320
WHITTIER TRUST CO 20200.01%0.02%0.04%Q4 2018Q3 202320
BANK OF MONTREAL /CAN/ 1820.00%0.01%0.04%Q3 2018Q3 202320
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20200.00%0.00%0.00%Q4 2018Q3 202320
9258 Wealth Management, LLC 20200.10%0.25%0.44%Q4 2018Q3 202320
FORVIS Wealth Advisors, LLC 20200.04%0.09%0.15%Q4 2018Q3 202320
Global Retirement Partners, LLC 20200.01%0.12%1.07%Q4 2018Q3 202320
CAPTRUST FINANCIAL ADVISORS 20200.00%0.08%0.18%Q4 2018Q3 202320
ALPS ADVISORS INC 1460.10%0.17%0.26%Q3 2018Q3 202320
First Horizon Advisors, Inc. 20200.02%0.03%0.04%Q4 2018Q3 202320
CREDIT SUISSE AG/ 1530.00%0.00%0.01%Q1 2019Q3 202320
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 20200.02%0.05%0.20%Q4 2018Q3 202320
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Veritable, L.P. 20200.02%0.05%0.07%Q3 2018Q2 202320
Harel Insurance Investments & Financial Services Ltd. 20200.01%0.64%3.32%Q4 2018Q3 202320
MV CAPITAL MANAGEMENT, INC. 20200.01%0.02%0.02%Q4 2018Q3 202320
CHILTON CAPITAL MANAGEMENT LLC 1640.02%0.04%0.08%Q3 2018Q3 202320
CWM, LLC 1280.01%0.02%0.09%Q3 2018Q3 202320
Chevy Chase Trust Holdings, LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
Private Wealth Advisors, LLC 20200.16%0.54%1.49%Q4 2018Q3 202320
Farmers & Merchants Trust Co of Chambersburg PA 20200.02%0.03%0.06%Q4 2018Q3 202320
TrinityPoint Wealth, LLC 20200.38%0.76%1.04%Q4 2018Q3 202320
SIGNET FINANCIAL MANAGEMENT, LLC 20200.08%0.17%0.40%Q4 2018Q3 202320
SCOTIA CAPITAL INC. 20200.00%0.01%0.01%Q4 2018Q3 202320
Trust Co 20200.01%1.42%3.22%Q4 2018Q3 202320
Parallel Advisors, LLC 1730.00%0.00%0.01%Q3 2018Q3 202320
Evolution Wealth Advisors, LLC 20200.77%2.89%4.57%Q4 2018Q3 202320
Valeo Financial Advisors, LLC 20200.01%0.04%0.08%Q4 2018Q3 202320
Ayalon Insurance Comp Ltd. 20202.39%4.96%7.38%Q4 2018Q3 202320
DEUTSCHE BANK AG\ 1910.00%0.00%0.04%Q3 2018Q3 202320
DUNCKER STREETT & CO INC 1640.02%0.04%0.05%Q3 2018Q3 202320
INNEALTA CAPITAL, LLC 20200.81%3.19%5.81%Q4 2018Q3 202320
BAILARD, INC. 20200.03%0.03%0.04%Q4 2018Q3 202320
PLIMOTH TRUST CO LLC 20200.28%0.37%0.50%Q4 2018Q3 202320
ARS Investment Partners, LLC 1370.08%0.40%0.69%Q3 2018Q3 202320
ASSOCIATED BANC-CORP 20200.02%0.03%0.10%Q4 2018Q3 202320
St. Johns Investment Management Company, LLC 20200.06%0.38%1.15%Q4 2018Q3 202320
FIRST UNITED BANK & TRUST 20200.27%0.59%0.98%Q4 2018Q3 202320
HSBC HOLDINGS PLC 20200.00%0.01%0.01%Q4 2018Q3 202320
IHT Wealth Management, LLC 20200.10%0.19%0.33%Q4 2018Q3 202320
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 20200.00%0.22%0.46%Q4 2018Q3 202320
Carnegie Capital Asset Management, LLC 19190.02%0.20%0.31%Q1 2019Q3 202319
LOWE BROCKENBROUGH & CO INC 19190.02%0.22%0.34%Q1 2019Q3 202319
Tower Research Capital LLC (TRC) 1610.00%0.06%0.34%Q3 2018Q3 202319
Sigma Planning Corp 19190.01%0.05%0.12%Q1 2019Q3 202319
EP Wealth Advisors, LLC 1540.00%0.05%0.13%Q4 2018Q3 202319
Asset Advisors Investment Management, LLC 19190.11%0.36%0.77%Q1 2019Q3 202319
BUTENSKY & COHEN FINANCIAL SECURITY, INC 19190.39%0.62%0.73%Q1 2019Q3 202319
TSFG, LLC 19190.01%0.31%1.26%Q1 2019Q3 202319
First National Bank of South Miami 19190.04%0.10%0.14%Q4 2018Q2 202319
OPPENHEIMER & CO INC 19190.01%0.07%0.16%Q1 2019Q3 202319
TRUST CO OF OKLAHOMA 1360.49%0.90%1.36%Q4 2018Q3 202319
COLONY GROUP LLC 19190.01%0.06%0.40%Q4 2018Q2 202319
Stillwater Capital Advisors, LLC 1270.04%0.83%1.39%Q4 2018Q3 202319
RiverGlades Family Offices LLC 1410.67%0.82%0.99%Q3 2018Q3 202319
Laurel Wealth Advisors LLC 19190.00%0.05%0.22%Q1 2019Q3 202319
Cambridge Investment Research Advisors, Inc. 19190.00%0.02%0.06%Q1 2019Q3 202319
RAYMOND JAMES TRUST N.A. 19190.01%0.05%0.09%Q1 2019Q3 202319
Plante Moran Financial Advisors, LLC 1180.00%0.01%0.03%Q4 2018Q3 202319
Rockefeller Capital Management L.P. 19190.03%0.07%0.13%Q1 2019Q3 202319
Cetera Advisors LLC 19190.02%0.09%0.12%Q1 2019Q3 202319
Winch Advisory Services, LLC 19190.02%0.03%0.03%Q1 2019Q3 202319
Cetera Investment Advisers 19190.03%0.05%0.08%Q1 2019Q3 202319
Biltmore Wealth Management, LLC 19191.26%2.95%5.23%Q1 2019Q3 202319
Simmons Bank 19190.02%0.14%0.27%Q1 2019Q3 202319
JAMES INVESTMENT RESEARCH INC 19190.00%0.47%0.87%Q1 2019Q3 202319
Creative Planning 1810.00%0.00%0.00%Q3 2018Q3 202319
GLENMEDE TRUST CO NA 1630.00%0.00%0.00%Q4 2018Q3 202319
Mutual Advisors, LLC 1410.04%0.15%0.33%Q3 2018Q3 202319
Robertson Stephens Wealth Management, LLC 18180.27%0.60%1.11%Q2 2019Q3 202318
AlphaMark Advisors, LLC 18181.27%1.93%2.67%Q2 2019Q3 202318
CULLEN/FROST BANKERS, INC. 18180.00%0.01%0.01%Q2 2019Q3 202318
Clarus Wealth Advisors 18180.22%0.60%1.70%Q1 2019Q2 202318
TRUE Private Wealth Advisors 18180.06%0.34%0.63%Q2 2019Q3 202318
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1440.03%0.10%0.24%Q4 2018Q3 202318
Csenge Advisory Group 18180.03%0.22%0.60%Q2 2019Q3 202318
MONETARY MANAGEMENT GROUP INC 18180.00%0.04%0.10%Q2 2019Q3 202318
Donald L. Hagan, LLC 18180.49%1.31%4.46%Q2 2019Q3 202318
VALLEY NATIONAL ADVISERS INC 1710.00%0.00%0.00%Q3 2018Q3 202318
ADIRONDACK TRUST CO 18180.04%0.06%0.07%Q2 2019Q3 202318
Atria Investments, Inc 18180.10%0.19%0.33%Q2 2019Q3 202318
Integrated Wealth Concepts LLC 18180.04%0.11%0.34%Q2 2019Q3 202318
Mirae Asset Global Investments Co., Ltd. 1710.01%0.16%0.29%Q1 2019Q3 202318
ORLEANS CAPITAL MANAGEMENT CORP/LA 1440.38%2.60%4.05%Q1 2019Q3 202318
KEYBANK NATIONAL ASSOCIATION/OH 18180.00%0.00%0.01%Q2 2019Q3 202318
ARROW FINANCIAL CORP 18180.05%0.10%0.16%Q2 2019Q3 202318
PATTEN & PATTEN INC/TN 18180.03%0.10%0.16%Q2 2019Q3 202318
Trek Financial, LLC 18180.46%0.84%1.49%Q2 2019Q3 202318
jvl associates llc 18180.47%0.87%1.16%Q2 2019Q3 202318
GREAT VALLEY ADVISOR GROUP, INC. 18180.02%0.17%0.35%Q2 2019Q3 202318
Vestmark Advisory Solutions, Inc. 18180.52%0.93%1.63%Q1 2019Q2 202318
Hartford Financial Management Inc. 17170.00%0.00%0.01%Q3 2018Q3 202217
HUNTINGTON NATIONAL BANK 15150.00%0.00%0.01%Q1 2020Q3 202317
Global Wealth Management Investment Advisory, Inc. 1520.00%0.00%0.01%Q4 2018Q3 202317
Kingsview Wealth Management, LLC 1160.01%0.29%1.20%Q2 2019Q3 202317
HBW ADVISORY SERVICES LLC 17170.12%0.29%0.82%Q3 2019Q3 202317
Aspire Private Capital, LLC 1250.00%0.30%2.86%Q4 2018Q3 202317
PEAK6 Investments LLC 710.00%0.02%0.08%Q3 2021Q3 202317
Baker Avenue Asset Management, LP 1210.01%0.57%1.57%Q1 2019Q3 202317
SUMITOMO MITSUI FINANCIAL GROUP, INC. 17170.00%0.17%1.18%Q3 2019Q3 202317
INVESTMENT MANAGEMENT OF VIRGINIA LLC 17170.25%0.71%1.10%Q1 2019Q1 202317
TOCQUEVILLE ASSET MANAGEMENT L.P. 17170.01%0.08%0.29%Q3 2019Q3 202317
GRIMES & COMPANY, INC. 1250.14%1.06%1.63%Q2 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.01%0.01%0.01%Q3 2019Q3 202317
RPg Family Wealth Advisory, LLC 1030.01%0.44%0.96%Q3 2018Q3 202317
INGALLS & SNYDER LLC 17170.01%0.03%0.04%Q3 2019Q3 202317
Belpointe Asset Management LLC 1430.01%0.08%0.51%Q2 2019Q3 202317
RiverFront Investment Group, LLC 17170.28%0.73%0.95%Q3 2019Q3 202317
FIRST MERCHANTS CORP 17170.21%0.31%0.55%Q3 2019Q3 202317
Stillwater Investment Management, LLC 17170.10%0.40%0.52%Q1 2019Q1 202317
MCMILLION CAPITAL MANAGEMENT INC 17170.06%1.83%3.13%Q2 2019Q2 202317
AGF INVESTMENTS INC. 17170.17%0.60%0.96%Q3 2018Q3 202217
Stratos Wealth Partners, LTD. 1510.01%0.05%0.09%Q4 2018Q3 202316
CX Institutional 1510.18%0.65%1.29%Q4 2018Q3 202316
Prime Capital Investment Advisors, LLC 16160.03%0.14%0.34%Q4 2019Q3 202316
SIMPLEX TRADING, LLC 1310.00%0.00%0.01%Q3 2018Q3 202316
VALLEY WEALTH MANAGERS, INC. 16160.02%0.03%0.04%Q4 2019Q3 202316
AGF Investments LLC 16160.00%5.99%12.29%Q4 2018Q3 202216
Advisory Alpha, LLC 16160.04%1.08%1.76%Q4 2019Q3 202316
LEUTHOLD GROUP, LLC 1330.04%0.21%0.66%Q4 2018Q3 202316
EPG Wealth Management LLC 16160.13%0.48%0.64%Q4 2019Q3 202316
Hilton Capital Management, LLC 1020.03%1.33%5.04%Q1 2019Q3 202316
Avitas Wealth Management LLC 1510.12%0.32%2.06%Q3 2018Q3 202316
BRAVE ASSET MANAGEMENT INC 16161.71%2.03%2.30%Q4 2018Q3 202216
Man Group plc 410.00%0.01%0.04%Q4 2018Q3 202316
MURPHY CAPITAL MANAGEMENT INC 16160.03%1.14%1.56%Q3 2018Q2 202216
Bank of Marin 16160.75%1.08%1.64%Q4 2019Q3 202316
Strategic Advisors LLC 910.05%0.21%0.60%Q3 2018Q1 202316
HARRELL INVESTMENT PARTNERS, LLC 16161.90%2.62%3.58%Q4 2019Q3 202316
American Portfolios Advisors 16160.00%0.04%0.10%Q4 2018Q3 202216
Jackson, Grant Investment Advisers, Inc. 16160.00%0.06%0.11%Q3 2018Q2 202216
Kore Private Wealth LLC 16160.01%0.10%0.24%Q4 2018Q3 202216
BENJAMIN F. EDWARDS & COMPANY, INC. 16160.00%0.11%0.56%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.18%0.36%0.50%Q4 2019Q3 202316
MAGNOLIA CAPITAL MANAGEMENT LTD 16160.26%0.60%1.05%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 15150.05%0.81%1.52%Q1 2020Q3 202315
Act Two Investors LLC 1320.20%2.03%3.84%Q4 2018Q3 202315
Cetera Advisor Networks LLC 1410.01%0.07%0.31%Q1 2019Q3 202315
CENTRAL BANK & TRUST CO 1410.03%0.47%0.71%Q1 2019Q4 202215
Evercore Wealth Management, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
Rosenberg Matthew Hamilton 15150.04%0.07%0.09%Q1 2020Q3 202315
Laidlaw Wealth Management LLC 1410.06%0.29%0.52%Q4 2019Q3 202315
M&T BANK CORP 15150.00%0.01%0.02%Q1 2020Q3 202315
NewEdge Advisors, LLC 15150.01%0.09%0.14%Q1 2020Q3 202315
BRR OpCo, LLC 15150.07%0.20%0.30%Q1 2019Q3 202215
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 15150.91%3.01%4.15%Q1 2020Q3 202315
ROPES WEALTH ADVISORS LLC 910.02%0.06%0.31%Q4 2018Q3 202315
SP Asset Management 15150.06%0.44%0.79%Q1 2019Q3 202215
55I, LLC 15150.17%0.30%0.60%Q1 2019Q3 202215
Integrated Advisors Network LLC 1230.02%0.05%0.08%Q4 2019Q3 202315
HYMAN CHARLES D 1410.02%0.07%0.09%Q4 2019Q3 202315
Graypoint LLC 15150.59%1.07%1.49%Q1 2020Q3 202315
Gerber Kawasaki Wealth & Investment Management 15151.04%1.51%2.38%Q1 2020Q3 202315
Lido Advisors, LLC 1230.00%0.23%0.82%Q3 2019Q3 202315
TRANSCEND CAPITAL ADVISORS, LLC 960.35%0.51%0.97%Q4 2019Q3 202315
Financial Gravity Asset Management, Inc. 1110.00%0.05%0.59%Q3 2018Q3 202315
BENJAMIN EDWARDS INC 15150.00%0.26%0.71%Q1 2020Q3 202315
WEBSTER BANK, N. A. 15150.00%0.03%0.14%Q1 2020Q3 202315
SIGNATUREFD, LLC 1230.00%0.00%0.01%Q2 2019Q3 202315
WADE G W & INC 1410.02%0.06%0.10%Q2 2019Q3 202315
Beaumont Financial Partners, LLC 1320.02%0.76%4.64%Q2 2018Q1 202215
AVANTAX ADVISORY SERVICES, INC. 15150.01%0.03%0.07%Q1 2020Q3 202315
Cribstone Capital Management, LLC 15150.92%1.23%1.75%Q2 2019Q4 202215
Winfield Associates, Inc. 15150.22%0.37%0.54%Q3 2018Q1 202215
Patten Group, Inc. 1410.04%0.16%0.29%Q4 2019Q3 202315
Archer Investment Corp 1410.00%0.01%0.01%Q1 2019Q3 202315
AE Wealth Management LLC 1410.02%0.07%0.11%Q2 2019Q3 202315
F3Logic, LLC 1140.04%0.32%0.60%Q1 2019Q4 202215
GYL FINANCIAL SYNERGIES, LLC 15150.02%0.22%0.41%Q1 2020Q3 202315
Equitable Holdings, Inc. 1410.00%0.02%0.06%Q4 2019Q3 202315
B. Riley Wealth Management, Inc. 15150.00%0.04%0.11%Q4 2018Q2 202215
KINGS POINT CAPITAL MANAGEMENT 15150.01%0.01%0.03%Q3 2018Q1 202215
B. Riley Wealth Advisors, Inc. 15150.03%0.11%0.28%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.05%0.08%Q1 2020Q3 202315
Xcel Wealth Management, LLC 1410.09%0.13%0.19%Q4 2019Q3 202315
VAUGHAN DAVID INVESTMENTS LLC/IL 14140.02%0.06%0.10%Q2 2020Q3 202314
Janney Capital Management LLC 14140.02%0.54%1.84%Q2 2020Q3 202314
Allworth Financial LP 14140.00%0.00%0.00%Q2 2020Q3 202314
QUATTRO FINANCIAL ADVISORS LLC 1220.13%2.41%3.40%Q3 2018Q3 202314
Sugarloaf Wealth Management, LLC 14140.00%0.00%0.01%Q1 2020Q2 202314
Community Bank, N.A. 14140.01%0.02%0.03%Q2 2020Q3 202314
Bartlett & Co. LLC 860.00%0.01%0.04%Q2 2020Q4 202314
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1310.00%0.00%0.00%Q3 2018Q1 202214
Moneda S.A. Administradora General de Fondos 14140.50%1.07%2.19%Q4 2019Q1 202314
CVA Family Office, LLC 14140.01%0.03%0.05%Q1 2020Q2 202314
THRIVENT FINANCIAL FOR LUTHERANS 1130.00%0.02%0.05%Q1 2020Q3 202314
STATE STREET CORP 410.00%0.00%0.01%Q1 2019Q3 202314
FARMERS TRUST CO 820.05%0.26%1.25%Q1 2019Q3 202314
AMG National Trust Bank 14140.02%0.03%0.04%Q2 2020Q3 202314
FIRST HAWAIIAN BANK 1220.00%0.01%0.02%Q4 2018Q2 202214
Miracle Mile Advisors, LLC 14140.01%0.03%0.14%Q2 2020Q3 202314
Patriot Financial Group Insurance Agency, LLC 610.00%0.01%0.07%Q3 2018Q2 202314
6 Meridian 14140.07%0.19%0.38%Q3 2018Q4 202114
SVB WEALTH LLC 810.00%0.01%0.02%Q4 2019Q3 202314
Foundations Investment Advisors, LLC 950.02%0.21%0.76%Q1 2020Q3 202314
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 14140.12%0.21%0.46%Q1 2019Q2 202214
Meristem Family Wealth, LLC 14140.20%0.37%0.69%Q4 2018Q1 202214
Seven Springs Wealth Group, LLC 1040.10%0.37%0.74%Q1 2020Q3 202314
WINTRUST INVESTMENTS LLC 860.03%0.12%0.24%Q2 2019Q4 202214
Ellis Investment Partners, LLC 14140.00%0.00%0.00%Q2 2019Q3 202214
Aveo Capital Partners, LLC 14140.05%0.47%1.58%Q2 2020Q3 202314
BANK HAPOALIM BM 14140.06%0.34%1.21%Q2 2020Q3 202314
HARVEY CAPITAL MANAGEMENT INC 14140.10%0.11%0.15%Q2 2020Q3 202314
Private Ocean, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Squarepoint Ops LLC 310.00%0.13%1.44%Q3 2019Q3 202314
BerganKDV Wealth Management, LLC 1220.00%0.00%0.01%Q3 2018Q1 202314
GeoWealth Management, LLC 14140.45%0.69%1.09%Q2 2020Q3 202314
PRIVATE ASSET MANAGEMENT INC 14140.04%0.05%0.08%Q2 2020Q3 202314
DUMONT & BLAKE INVESTMENT ADVISORS LLC 14140.42%0.52%0.59%Q2 2020Q3 202314
BALYASNY ASSET MANAGEMENT L.P. 810.01%0.12%0.31%Q4 2020Q3 202314
Loudon Investment Management, LLC 14140.37%0.96%1.66%Q2 2020Q3 202314
NAPLES GLOBAL ADVISORS, LLC 14140.04%0.09%0.19%Q2 2020Q3 202314
Joel Isaacson & Co., LLC 14140.08%0.13%0.16%Q2 2020Q3 202314
A. D. Beadell Investment Counsel, Inc. 14140.73%0.97%1.16%Q2 2020Q3 202314
Carmichael Hill & Associates, Inc. 13130.01%0.05%0.11%Q3 2020Q3 202313
Abbot Financial Management, Inc. 13130.15%0.28%0.45%Q3 2019Q3 202213
NVWM, LLC 820.00%0.02%0.05%Q3 2018Q3 202313
PFG Advisors 850.03%0.13%0.45%Q2 2020Q3 202313
SYM FINANCIAL Corp 1110.01%0.02%0.04%Q4 2019Q3 202313
MERCER GLOBAL ADVISORS INC /ADV 1120.00%0.01%0.03%Q4 2019Q3 202313
FIRST MANHATTAN CO. LLC. 760.00%0.00%0.00%Q2 2020Q3 202313
NEXT Financial Group, Inc 13130.00%0.01%0.05%Q4 2018Q4 202113
Asset Management One Co., Ltd. 720.01%0.02%0.03%Q1 2019Q3 202313
SouthState Corp 13130.00%0.00%0.02%Q3 2020Q3 202313
CHURCHILL MANAGEMENT Corp 1032.52%3.60%5.38%Q2 2019Q3 202313
MAI Capital Management 13130.01%0.07%0.15%Q3 2020Q3 202313
Hanlon Investment Management, Inc. 941.94%2.59%3.51%Q1 2019Q2 202213
Biltmore Family Office, LLC 13130.03%0.09%0.20%Q4 2019Q4 202213
WealthOne, LLC 1210.01%0.64%1.47%Q4 2018Q3 202313
Founders Financial Alliance, LLC 13130.02%0.05%0.08%Q3 2020Q3 202313
AlphaStar Capital Management, LLC 1030.07%1.43%3.73%Q1 2020Q3 202313
Allred Capital Management, LLC 13130.05%0.19%0.33%Q4 2018Q4 202113
Transform Wealth, LLC 910.03%0.15%0.72%Q3 2018Q2 202213
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 710.05%0.27%0.68%Q4 2018Q3 202313
Hilltop Holdings Inc. 820.03%0.12%0.60%Q4 2019Q3 202313
Ancora Advisors LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
ACIMA PRIVATE WEALTH, LLC 850.01%0.08%0.19%Q4 2018Q1 202213
SkyOak Wealth, LLC 940.06%0.77%2.22%Q2 2020Q3 202313
Hudock, Inc. 13130.00%0.00%0.00%Q3 2019Q3 202213
Kestra Advisory Services, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
Ausdal Financial Partners, Inc. 13130.04%0.06%0.08%Q1 2020Q1 202313
One Charles Private Wealth Services, LLC 1210.36%1.39%2.65%Q4 2019Q3 202313
Advocacy Wealth Management Services, LLC 13130.00%0.00%0.01%Q3 2019Q3 202213
CHEMUNG CANAL TRUST CO 940.05%0.70%2.07%Q3 2020Q4 202313
Ameritas Investment Partners, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Gradient Investments LLC 710.00%0.00%0.00%Q4 2018Q3 202313
Western Wealth Management, LLC 850.10%0.20%0.30%Q2 2020Q3 202313
Beacon Financial Advisory LLC 13130.14%0.17%0.22%Q3 2020Q3 202313
Cavalier Investments, LLC 1010.01%2.89%6.25%Q2 2018Q3 202313
REGIONS FINANCIAL CORP 720.00%0.01%0.05%Q1 2020Q3 202313
Hexagon Capital Partners LLC 13130.08%0.12%0.18%Q3 2020Q3 202313
FINANCIAL COUNSELORS INC 930.01%0.01%0.01%Q3 2020Q3 202312
HAP Trading, LLC 710.00%0.02%0.20%Q4 2020Q4 202212
Golden State Wealth Management, LLC 930.01%0.07%0.12%Q1 2019Q1 202212
Balentine LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
DAVENPORT & Co LLC 1110.00%0.06%0.10%Q4 2019Q3 202312
Rice Partnership, LLC 610.00%0.01%0.01%Q1 2020Q3 202312
Psagot Value Holdings Ltd. 12120.01%1.12%3.08%Q4 2018Q3 202112
Venture Visionary Partners LLC 12120.13%0.20%0.28%Q4 2020Q3 202312
Sage Capital Advisors,llc 930.08%0.14%0.26%Q1 2020Q3 202312
SANDERS MORRIS HARRIS LLC 1020.05%0.07%0.12%Q2 2019Q3 202212
Occidental Asset Management, LLC 12120.10%0.33%0.75%Q4 2020Q3 202312
CreativeOne Wealth, LLC 12120.02%0.04%0.26%Q4 2020Q3 202312
Tidal Investments LLC 12120.01%0.07%0.23%Q4 2019Q3 202212
Aptus Capital Advisors, LLC 12120.00%0.02%0.11%Q4 2020Q3 202312
Stonebridge Capital Advisors LLC 750.00%0.00%0.01%Q2 2019Q3 202212
Faithward Advisors, LLC 12120.00%0.00%0.01%Q3 2020Q2 202312
Avidian Wealth Solutions, LLC 930.02%0.30%1.42%Q4 2018Q4 202112
Truvestments Capital LLC 610.01%0.02%0.02%Q2 2020Q3 202312
Carroll Financial Associates, Inc. 12120.00%0.00%0.02%Q1 2019Q4 202112
PETERSON WEALTH MANAGEMENT 930.27%0.90%1.53%Q1 2020Q1 202312
BESSEMER GROUP INC 610.00%0.00%0.00%Q4 2018Q3 202312
COMMERCE BANK 12120.00%0.00%0.00%Q4 2020Q3 202312
Granite Investment Advisors, LLC 12120.15%0.41%0.66%Q4 2018Q3 202112
Proquility Private Wealth Partners, LLC 12121.71%2.79%4.18%Q4 2020Q3 202312
ALPINE WOODS CAPITAL INVESTORS, LLC 12120.07%0.38%0.58%Q4 2018Q3 202112
MEITAV INVESTMENT HOUSE LTD 1110.05%0.94%2.65%Q3 2020Q3 202312
Diversified, LLC 12120.27%2.95%8.60%Q4 2020Q3 202312
Sowell Financial Services LLC 710.00%0.05%0.12%Q4 2018Q3 202312
PINNACLE FINANCIAL PARTNERS INC 750.00%0.00%0.01%Q2 2020Q2 202312
Argent Trust Co 12120.02%0.02%0.03%Q4 2020Q3 202312
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
High Note Wealth, LLC 12121.31%1.84%2.31%Q4 2020Q3 202312
Blue Fin Capital, Inc. 12120.08%0.10%0.18%Q4 2020Q3 202312
WEDBUSH SECURITIES INC 12120.02%0.02%0.02%Q4 2020Q3 202312
Glassman Wealth Services 12120.00%0.00%0.01%Q4 2020Q3 202312
Avion Wealth 12120.01%0.02%0.02%Q4 2020Q3 202312
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12120.06%0.08%0.10%Q4 2020Q3 202312
HoyleCohen, LLC 12120.02%0.04%0.06%Q4 2020Q3 202312
Millburn Ridgefield Corp 12120.00%0.01%0.01%Q2 2020Q1 202312
Financial Advocates Investment Management 1020.02%0.05%0.16%Q2 2020Q3 202312
FARMERS & MERCHANTS INVESTMENTS INC 1020.00%0.00%0.00%Q3 2019Q3 202312
Source Financial Advisors LLC 12120.10%0.13%0.15%Q4 2020Q3 202312
Canton Hathaway, LLC 12120.20%0.44%0.63%Q4 2020Q3 202312
Mount Lucas Management LP 660.03%1.63%3.40%Q3 2018Q3 202112
ENTERPRISE FINANCIAL SERVICES CORP 12120.00%0.02%0.04%Q2 2019Q1 202212
Providence First Trust Co 12121.25%1.66%2.04%Q4 2020Q3 202312
MMA ASSET MANAGEMENT LLC 12120.34%0.64%0.92%Q4 2020Q3 202312
Solstein Capital, LLC 1010.00%0.01%0.05%Q4 2019Q3 202312
PEDDOCK CAPITAL ADVISORS, LLC 11110.08%0.33%0.52%Q1 2019Q3 202111
JFS WEALTH ADVISORS, LLC 910.00%0.01%0.01%Q3 2018Q3 202311
Advisory Resource Group 650.22%0.40%0.81%Q3 2020Q3 202311
MARSHALL WACE, LLP 510.00%0.03%0.09%Q4 2018Q3 202311
BOKF, NA 740.00%0.03%0.05%Q2 2020Q1 202311
First National Bank of Hutchinson 11110.25%0.33%0.42%Q1 2021Q3 202311
Avior Wealth Management, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Westside Investment Management, Inc. 11110.01%0.04%0.07%Q1 2021Q3 202311
M&R CAPITAL MANAGEMENT INC 510.00%0.01%0.01%Q3 2018Q4 202311
Elevated Capital Advisors, LLC 510.15%0.65%1.18%Q2 2020Q3 202311
Kaizen Financial Strategies 920.39%0.64%1.19%Q4 2020Q3 202311
Clearstead Advisors, LLC 920.00%0.01%0.03%Q2 2020Q3 202311
tru Independence LLC 910.07%0.11%0.16%Q4 2019Q3 202311
Avestar Capital, LLC 530.03%0.26%0.88%Q2 2018Q3 202311
Essex Private Wealth Management, LLC 11112.95%4.44%5.27%Q4 2019Q2 202211
CORBETT ROAD CAPITAL MANAGEMENT, LLC 11110.80%1.46%1.83%Q4 2019Q2 202211
Howard Capital Management Group, LLC 11110.16%0.28%0.38%Q1 2021Q3 202311
BRANDYWINE OAK PRIVATE WEALTH LLC 1010.00%0.05%0.07%Q4 2018Q3 202211
SWARTHMORE GROUP INC 11111.53%2.05%3.14%Q3 2018Q1 202111
Clarity Financial LLC 921.07%1.84%2.51%Q4 2020Q3 202311
Grassi Investment Management 830.03%0.03%0.04%Q3 2020Q3 202311
Prestige Wealth Management Group LLC 1010.00%0.64%1.35%Q4 2019Q3 202311
FRANKLIN RESOURCES INC 11110.00%0.00%0.00%Q1 2021Q3 202311
UMB Bank, n.a. 1010.00%0.00%0.01%Q4 2020Q3 202311
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11110.01%0.01%0.03%Q1 2021Q3 202311
Newbridge Financial Services Group, Inc. 11110.01%0.10%0.23%Q1 2021Q3 202311
MUFG Americas Holdings Corp 11110.00%0.00%0.00%Q1 2020Q3 202211
Column Capital Advisors, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Bison Wealth, LLC 11110.01%0.01%0.02%Q4 2019Q2 202211
PEOPLES FINANCIAL SERVICES CORP. 11110.10%0.29%0.55%Q1 2021Q3 202311
Marcum Wealth, LLC 11110.10%0.14%0.18%Q1 2021Q3 202311
Larson Financial Group LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
Spire Wealth Management 11110.36%0.54%0.76%Q1 2021Q3 202311
Parkside Financial Bank & Trust 11110.00%0.02%0.04%Q1 2021Q3 202311
WHITTIER TRUST CO OF NEVADA INC 610.00%0.01%0.01%Q4 2018Q3 202311
Loveless Wealth Management LLC 11111.75%2.07%2.33%Q4 2019Q2 202211
Snowden Capital Advisors LLC 810.00%0.01%0.03%Q3 2019Q3 202311
Lumature Wealth Partners, LLC 11110.00%0.01%0.02%Q4 2020Q2 202311
Gladstone Institutional Advisory LLC 11110.04%0.11%0.20%Q1 2021Q3 202311
SEGALL BRYANT & HAMILL, LLC 620.00%0.00%0.00%Q2 2020Q2 202311
Capital Asset Advisory Services LLC 1010.01%0.05%0.15%Q4 2019Q3 202211
Darwin Wealth Management, LLC 1010.00%0.39%0.79%Q1 2020Q3 202311
Concord Wealth Partners 740.01%0.02%0.04%Q4 2020Q3 202311
Anfield Capital Management, LLC 920.00%3.12%7.63%Q4 2019Q3 202311
QP WEALTH MANAGEMENT, LLC 1010.36%0.99%1.44%Q4 2019Q4 202211
J.W. COLE ADVISORS, INC. 830.02%0.03%0.04%Q4 2020Q3 202311
Visionary Wealth Advisors 820.02%0.04%0.11%Q2 2020Q3 202310
Penobscot Investment Management Company, Inc. 10100.05%0.25%0.65%Q2 2021Q3 202310
Bank of New Hampshire 10100.06%0.15%0.26%Q2 2021Q3 202310
Blue Chip Partners, LLC 550.03%0.06%0.10%Q4 2020Q3 202310
Bogart Wealth, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
WASHINGTON TRUST Co 10100.00%0.00%0.00%Q4 2020Q1 202310
Lowe Wealth Advisors, LLC 10100.00%0.00%0.00%Q3 2021Q4 202310
Accel Wealth Management 10100.06%0.10%0.17%Q4 2020Q1 202310
Institute for Wealth Management, LLC. 10100.05%0.07%0.09%Q2 2019Q3 202110
West Branch Capital LLC 10100.02%0.02%0.02%Q2 2021Q3 202310
AdvisorNet Financial, Inc 910.00%0.02%0.08%Q1 2019Q2 202210
PITTENGER & ANDERSON INC 10100.00%0.00%0.00%Q1 2020Q2 202210
Lavaca Capital LLC 430.00%0.26%0.47%Q4 2018Q3 202310
TD ASSET MANAGEMENT INC 10100.02%0.03%0.03%Q4 2020Q1 202310
Transamerica Financial Advisors, Inc. 610.00%0.20%0.41%Q3 2018Q3 202310
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 10100.04%0.18%0.43%Q1 2019Q2 202110
Addison Advisors LLC 10100.00%0.08%0.18%Q2 2021Q3 202310
PUTNAM INVESTMENTS LLC 640.02%0.04%0.08%Q4 2018Q3 202110
FOUNDERS FINANCIAL SECURITIES LLC 10100.12%0.26%0.80%Q2 2021Q3 202310
Schonfeld Strategic Advisors LLC 630.00%0.08%0.40%Q4 2018Q2 202310
CenterStar Asset Management, LLC 410.02%0.09%0.38%Q3 2019Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.03%0.07%Q1 2021Q3 202310
MITCHELL SINKLER & STARR/PA 910.06%0.21%0.35%Q2 2020Q2 202310
Jackson Hole Capital Partners, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Winslow, Evans & Crocker, Inc. 10100.02%0.11%0.15%Q3 2018Q4 202010
PineBridge Investments, L.P. 10100.01%0.02%0.12%Q3 2019Q4 202110
MARINER INDEPENDENT ADVISOR NETWORK, LLC 10100.05%0.15%0.38%Q2 2020Q3 202210
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 10100.00%0.03%0.08%Q2 2021Q3 202310
InTrack Investment Management Inc 820.21%0.31%0.39%Q4 2020Q4 202310
Fulcrum Equity Management 610.06%0.78%1.88%Q3 2019Q3 202310
Kovack Advisors, Inc. 10100.03%0.04%0.06%Q2 2020Q3 202210
OPPENHEIMER ASSET MANAGEMENT INC. 510.00%0.03%0.10%Q3 2018Q3 202310
Sterling Investment Advisors, Ltd. 10100.01%0.01%0.01%Q2 2019Q3 202110
GIRARD PARTNERS LTD. 10100.03%0.17%0.55%Q2 2021Q3 202310
Mariner, LLC 820.01%0.02%0.03%Q1 2020Q3 202310
OPTIMUM INVESTMENT ADVISORS 610.00%0.01%0.01%Q3 2019Q3 202310
Horizon Investments, LLC 10100.02%0.09%0.63%Q2 2021Q3 202310
FDx Advisors, Inc. 420.01%0.15%0.42%Q2 2018Q3 202310
HYA Advisors, Inc 10100.12%0.19%0.23%Q1 2020Q2 202210
Newfound Research LLC 410.36%2.70%5.77%Q3 2018Q3 202210
Royal Harbor Partners, LLC 520.84%1.82%2.77%Q4 2019Q2 202310
Pacific Wealth Strategies Group, Inc. 10100.13%0.59%1.97%Q4 2019Q1 202210
First Command Bank 10100.00%0.01%0.04%Q1 2021Q2 202310
HORIZON FINANCIAL SERVICES, LLC 10100.21%0.54%0.74%Q2 2021Q3 202310
Enterprise Bank & Trust Co 730.08%0.10%0.13%Q2 2019Q4 202110
Spectrum Management Group, LLC 990.01%0.95%1.93%Q4 2019Q4 20219
Maven Securities LTD 410.01%0.08%0.16%Q4 2020Q3 20239
NOMURA HOLDINGS INC 310.00%0.05%0.14%Q1 2021Q3 20239
Advisor Resource Council 990.10%0.98%2.08%Q2 2021Q2 20239
First Command Financial Services, Inc. 630.00%0.01%0.04%Q1 2021Q2 20239
Rock Creek Group, LP 710.00%1.71%4.63%Q4 2018Q1 20239
HARBOR INVESTMENT ADVISORY, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Trexquant Investment LP 410.01%0.04%0.08%Q4 2020Q3 20239
Kessler Investment Group, LLC 990.00%0.49%0.72%Q3 2021Q3 20239
REGENTATLANTIC CAPITAL LLC 410.01%0.02%0.02%Q3 2019Q2 20229
ExodusPoint Capital Management, LP 510.00%0.06%0.13%Q2 2019Q3 20229
PSI Advisors, LLC 990.01%0.01%0.04%Q3 2021Q3 20239
Marquette Asset Management, LLC 990.54%0.60%0.66%Q2 2020Q2 20229
TORONTO DOMINION BANK 410.00%0.02%0.13%Q4 2019Q4 20229
GenTrust, LLC 510.02%0.19%0.33%Q4 2018Q3 20219
SkyView Investment Advisors, LLC 720.21%0.42%0.70%Q4 2020Q3 20239
Cullen Capital Management, LLC 720.00%0.06%0.18%Q2 2021Q3 20239
Koshinski Asset Management, Inc. 610.02%0.05%0.16%Q4 2019Q3 20239
InterOcean Capital Group, LLC 990.01%0.16%0.35%Q3 2021Q3 20239
FACTORY MUTUAL INSURANCE CO 990.25%0.35%0.44%Q4 2020Q4 20229
Prospera Financial Services Inc 310.01%0.12%0.30%Q2 2019Q3 20239
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
Pinnacle Advisory Group, Inc. 811.75%3.36%4.87%Q3 2018Q1 20219
FIRST NATIONAL TRUST CO 990.01%0.02%0.02%Q3 2021Q3 20239
Alaska Permanent Fund Corp 420.02%1.00%3.79%Q1 2020Q4 20229
Essex LLC 990.21%0.33%0.60%Q3 2021Q3 20239
Ellevest, Inc. 990.00%0.01%0.01%Q4 2020Q4 20229
WINTON GROUP Ltd 420.01%2.21%9.10%Q1 2021Q3 20239
WHALEROCK POINT PARTNERS, LLC 990.16%0.19%0.23%Q3 2021Q3 20239
Landsberg, Bennett, & Dubbaneh LLC 990.03%0.34%0.64%Q4 2018Q4 20209
Beacon Pointe Advisors, LLC 610.01%0.02%0.04%Q2 2020Q3 20239
Lake Point Wealth Management 520.00%0.01%0.01%Q1 2019Q2 20229
Constitution Capital LLC 810.14%0.33%0.54%Q4 2020Q3 20239
Destiny Wealth Partners, LLC 420.01%0.04%0.07%Q4 2020Q3 20239
Roberts Wealth Advisors, LLC 990.40%0.61%0.94%Q3 2021Q3 20239
FinTrust Capital Advisors, LLC 990.00%0.00%0.00%Q2 2021Q2 20239
Vickerman Investment Advisors, Inc. 992.40%2.63%2.97%Q3 2021Q3 20239
ROVIN CAPITAL /UT/ /ADV 990.42%0.62%1.02%Q3 2021Q3 20239
Caprock Group, LLC 990.02%0.05%0.09%Q2 2020Q2 20229
Onyx Bridge Wealth Group LLC 990.08%0.11%0.16%Q3 2021Q3 20239
Cresset Asset Management, LLC 810.00%0.01%0.05%Q1 2019Q3 20239
Ifrah Financial Services, Inc. 720.10%0.15%0.21%Q2 2020Q3 20239
Keystone Financial Group 990.06%0.07%0.09%Q4 2019Q4 20219
CAPE COD FIVE CENTS SAVINGS BANK 540.03%0.06%0.28%Q4 2020Q3 20239
APPLETON PARTNERS INC/MA 990.02%0.05%0.07%Q4 2021Q4 20239
IFG Advisory, LLC 720.04%0.06%0.11%Q3 2020Q3 20239
Friedenthal Financial 810.34%1.43%1.98%Q4 2019Q3 20239
FLPUTNAM INVESTMENT MANAGEMENT CO 410.01%0.02%0.07%Q2 2020Q3 20239
OneDigital Investment Advisors LLC 510.00%0.01%0.02%Q4 2018Q4 20219
Fort Point Capital Partners LLC 990.10%0.12%0.13%Q3 2021Q3 20239
Financial Enhancement Group LLC 420.00%0.90%1.51%Q1 2020Q3 20239
Conservest Capital Advisors, Inc. 990.04%0.57%1.19%Q3 2021Q3 20239
DONALDSON CAPITAL MANAGEMENT, LLC 440.01%0.02%0.03%Q1 2019Q4 20218
JMAC ENTERPRISES LLC 880.74%1.09%1.45%Q4 2021Q3 20238
Callan Capital, LLC 880.05%0.32%0.45%Q4 2021Q3 20238
Covestor Ltd 880.00%0.00%0.01%Q4 2021Q3 20238
NOVARE CAPITAL MANAGEMENT LLC 610.02%0.18%0.37%Q1 2021Q3 20238
Key FInancial Inc 880.00%0.00%0.01%Q4 2021Q3 20238
Rise Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
One River Asset Management, LLC 210.00%0.84%4.10%Q4 2022Q3 20238
CRA Financial Services, LLC 710.08%0.10%0.11%Q4 2019Q1 20228
Long Run Wealth Advisors, LLC 881.29%2.03%2.56%Q4 2021Q3 20238
MONTAG A & ASSOCIATES INC 440.01%0.01%0.03%Q4 2020Q3 20238
Kovitz Investment Group Partners, LLC 410.01%0.02%0.02%Q3 2019Q4 20228
PGIM Custom Harvest LLC 440.35%1.32%2.12%Q4 2020Q3 20238
TD Waterhouse Canada Inc. 880.01%0.02%0.02%Q4 2021Q3 20238
INVESTMENT PARTNERS, LTD. 710.12%0.15%0.23%Q4 2019Q4 20218
Treynor Bancshares, Inc. 880.94%1.41%2.17%Q4 2021Q3 20238
KENNICOTT CAPITAL MANAGEMENT LLC 620.22%0.29%0.36%Q1 2021Q2 20238
Byrne Asset Management LLC 880.06%0.07%0.12%Q4 2021Q3 20238
Financial Connections Group, Inc. 880.00%0.01%0.01%Q4 2021Q3 20238
Texas Capital Bank Wealth Management Services Inc 620.23%0.58%1.02%Q4 2019Q3 20238
Global Trust Asset Management, LLC 320.00%0.05%0.19%Q3 2019Q3 20238
Integrity Financial Corp /WA 880.01%0.01%0.02%Q4 2021Q3 20238
Psagot Value Holdings Ltd. / (Israel) 710.01%0.13%0.34%Q3 2021Q3 20238
Cladis Investment Advisory, LLC 880.61%0.70%0.80%Q4 2021Q3 20238
Sepio Capital, LP 880.03%0.04%0.04%Q2 2020Q1 20228
Full Sail Capital, LLC 880.04%0.17%0.24%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.04%0.13%0.35%Q1 2020Q4 20218
HRT FINANCIAL LP 510.04%0.12%0.37%Q4 2019Q2 20228
Apexium Financial, LP 510.06%0.11%0.14%Q2 2021Q3 20238
HERBST GROUP, LLC 880.86%0.94%1.06%Q4 2021Q3 20238
New Potomac Partners, LLC 880.01%0.01%0.01%Q4 2018Q3 20208
Center for Financial Planning, Inc. 880.00%0.01%0.01%Q4 2020Q3 20228
NewEdge Wealth, LLC 880.04%0.08%0.11%Q4 2020Q3 20228
Chanos & Co LP 880.42%1.43%4.58%Q4 2018Q3 20208
Congress Wealth Management LLC / DE / 880.61%0.99%1.47%Q4 2021Q3 20238
LAKE STREET PRIVATE WEALTH, LLC 880.07%0.11%0.14%Q4 2020Q3 20228
ARISTEIA CAPITAL, L.L.C. 440.13%0.20%0.29%Q1 2020Q4 20208
Ascent Group, LLC 880.10%0.15%0.24%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.00%0.01%0.01%Q4 2021Q3 20238
Baron Financial Group, LLC 880.02%0.02%0.03%Q3 2020Q2 20228
BANK OF THE WEST 310.02%0.06%0.14%Q4 2018Q4 20228
Fieldpoint Private Securities, LLC 880.04%0.05%0.06%Q3 2020Q2 20228
MKT Advisors LLC 880.21%0.25%0.31%Q4 2021Q3 20238
Stratos Wealth Advisors, LLC 410.03%0.24%0.58%Q4 2018Q3 20218
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
Zullo Investment Group, Inc. 880.35%0.70%1.09%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.07%0.09%0.10%Q4 2021Q3 20238
SECURITY NATIONAL TRUST CO 880.01%0.01%0.01%Q4 2019Q3 20218
FLAGSHIP HARBOR ADVISORS, LLC 510.01%0.12%0.58%Q3 2019Q4 20228
FIRST COMMUNITY TRUST NA 880.01%0.01%0.01%Q4 2021Q3 20238
Icon Wealth Partners, LLC 530.02%0.03%0.03%Q1 2021Q3 20238
Alphadyne Asset Management LP 550.12%0.59%1.14%Q3 2022Q3 20238
Marion Wealth Management 880.56%0.67%0.78%Q4 2021Q3 20238
JOHNSON INVESTMENT COUNSEL INC 530.00%0.01%0.01%Q2 2021Q3 20238
MBA Advisors LLC 620.17%0.52%1.61%Q1 2021Q2 20238
PARK AVENUE SECURITIES LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Banque Cantonale Vaudoise 880.00%0.02%0.03%Q4 2021Q3 20238
SRS Capital Advisors, Inc. 710.00%0.00%0.01%Q2 2021Q2 20238
MMBG INVESTMENT ADVISORS CO. 880.07%0.13%0.21%Q4 2021Q3 20238
Jump Financial, LLC 210.03%0.14%0.45%Q3 2020Q2 20238
Granite Bay Wealth Management, LLC 880.21%1.80%3.61%Q4 2021Q3 20238
Covington Capital Management 710.00%0.00%0.00%Q1 2020Q3 20228
HOWARD CAPITAL MANAGEMENT 880.40%0.44%0.50%Q1 2019Q4 20208
Activest Wealth Management 710.00%0.02%0.07%Q3 2021Q3 20238
PRUDENTIAL FINANCIAL INC 880.00%0.02%0.06%Q4 2021Q3 20238
Arkadios Wealth Advisors 880.00%0.02%0.06%Q4 2019Q3 20218
Hochman Cole Investment Advisors, Inc. 880.14%2.02%3.38%Q4 2019Q3 20218
NEW ENGLAND ASSET MANAGEMENT INC 880.02%0.03%0.04%Q4 2018Q3 20208
First Allied Advisory Services, Inc. 530.01%0.02%0.04%Q3 2018Q3 20208
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 610.01%0.07%0.46%Q1 2020Q3 20238
Founders Capital Management 880.01%0.01%0.02%Q4 2020Q3 20228
Colonial River Wealth Management, LLC 880.18%0.52%1.08%Q4 2021Q3 20238
Capital Investment Advisory Services, LLC 320.00%0.00%0.00%Q4 2018Q3 20238
Inscription Capital, LLC 510.06%0.15%0.18%Q1 2020Q2 20228
WESPAC Advisors SoCal, LLC 880.28%0.49%0.66%Q4 2021Q3 20238
VISTA INVESTMENT MANAGEMENT 710.12%0.15%0.18%Q3 2020Q3 20228
Paladin Advisory Group, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
Lenox Wealth Management, Inc. 880.01%0.02%0.07%Q3 2018Q2 20208
BROWN ADVISORY INC 620.00%0.00%0.00%Q4 2020Q4 20228
Mystic Asset Management, Inc. 610.12%0.14%0.16%Q4 2021Q3 20237
Pallas Capital Advisors LLC 320.03%0.09%0.15%Q2 2021Q3 20237
PFS INVESTMENTS INC. 410.15%0.25%0.35%Q3 2018Q3 20227
CYPRESS ASSET MANAGEMENT INC/TX 770.08%0.42%0.99%Q2 2018Q4 20197
McElhenny Sheffield Capital Management, LLC 410.01%2.92%11.03%Q3 2021Q3 20237
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.01%0.08%0.35%Q4 2019Q2 20237
Horan Securities, Inc. 430.04%0.06%0.08%Q3 2020Q2 20227
NOMURA ASSET MANAGEMENT CO LTD 770.00%0.00%0.00%Q1 2022Q3 20237
Moloney Securities Asset Management, LLC 770.07%0.14%0.16%Q3 2020Q1 20227
TEXAS PERMANENT SCHOOL FUND CORP 770.02%0.03%0.04%Q3 2018Q1 20207
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.01%0.01%Q4 2021Q2 20237
Leicht Financial Planning & Wealth Management, Inc. 771.90%2.95%4.65%Q3 2020Q1 20227
Wealthcare Advisory Partners LLC 210.00%0.01%0.02%Q4 2018Q3 20237
TRUEWEALTH LLC 770.01%0.01%0.01%Q4 2018Q2 20207
KESTRA PRIVATE WEALTH SERVICES, LLC 410.01%0.02%0.03%Q3 2020Q3 20237
Southern Farm Bureau Life Insurance 770.03%0.05%0.06%Q4 2020Q2 20227
PERSONAL CFO SOLUTIONS, LLC 770.20%0.34%0.84%Q2 2020Q4 20217
FLOW TRADERS U.S. LLC 310.01%0.09%0.23%Q1 2020Q3 20237
Tyler-Stone Wealth Management 520.08%0.12%0.18%Q4 2021Q3 20237
Virtu Financial LLC 210.09%0.31%0.52%Q3 2018Q4 20217
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 772.39%2.88%3.46%Q3 2018Q1 20207
Qube Research & Technologies Ltd 510.00%0.11%0.50%Q3 2020Q3 20237
Merit Financial Group, LLC 770.04%0.08%0.12%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.00%0.00%0.00%Q4 2021Q3 20237
FIRST BUSINESS FINANCIAL SERVICES, INC. 770.04%0.05%0.06%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 410.00%0.03%0.07%Q2 2021Q3 20237
Banco Santander, S.A. 770.02%0.03%0.05%Q1 2022Q3 20237
LVW Advisors, LLC 770.13%0.15%0.16%Q4 2018Q2 20207
Ameraudi Asset Management, Inc. 610.33%2.81%4.10%Q4 2019Q4 20217
COLTON GROOME FINANCIAL ADVISORS, LLC 770.10%0.59%1.57%Q1 2022Q3 20237
GERMAN AMERICAN BANCORP, INC. 410.03%0.27%0.68%Q4 2018Q3 20237
Advisor Group, Inc. 770.01%0.02%0.04%Q2 2018Q4 20197
TCI Wealth Advisors, Inc. 520.00%0.01%0.01%Q1 2019Q4 20217
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 770.44%0.52%0.61%Q1 2022Q3 20237
Ascent Wealth Partners, LLC 430.66%0.87%1.26%Q3 2021Q3 20237
Costello Asset Management, INC 770.00%0.00%0.01%Q2 2021Q4 20227
CREDIT AGRICOLE S A 770.00%0.01%0.01%Q1 2022Q3 20237
Buckingham Capital Management, Inc. 770.11%0.17%0.27%Q1 2022Q3 20237
Camarda Financial Advisors, LLC 520.35%3.45%6.72%Q2 2020Q2 20227
SVA Wealth Management, LLC 770.06%0.09%0.12%Q4 2018Q2 20207
TCF National Bank 770.04%0.05%0.06%Q3 2019Q1 20217
CAPSTONE INVESTMENT ADVISORS, LLC 330.02%0.17%0.60%Q1 2023Q3 20237
First Capital Advisors Group, LLC. 770.00%0.48%1.12%Q4 2021Q2 20237
Dorsey & Whitney Trust CO LLC 770.03%0.04%0.06%Q1 2022Q3 20237
Raleigh Capital Management Inc. 770.00%0.25%0.86%Q1 2022Q3 20237
Sage Advisory Services, Ltd.Co. 411.18%2.60%3.74%Q3 2018Q3 20227
Providence Capital Advisors, LLC 610.00%0.00%0.00%Q4 2019Q4 20217
3D/L Capital Management, LLC 520.20%0.23%0.28%Q1 2021Q3 20237
Redwood Financial Network Corp 770.63%0.86%1.09%Q1 2022Q3 20237
Wellington Shields Capital Management, LLC 430.05%0.11%0.17%Q4 2019Q3 20237
LEVEL FOUR ADVISORY SERVICES, LLC 430.02%0.05%0.10%Q4 2021Q3 20237
HHM Wealth Advisors, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 770.54%0.62%0.73%Q1 2022Q3 20237
Journey Advisory Group, LLC 610.04%0.18%0.27%Q4 2020Q3 20227
West Financial Advisors, LLC 430.09%0.31%0.47%Q1 2021Q3 20237
Innova Wealth Partners 433.83%4.13%4.43%Q4 2020Q3 20237
COMMUNITY TRUST & INVESTMENT CO 770.03%0.03%0.04%Q4 2020Q2 20227
CAMBRIDGE TRUST CO 410.00%0.02%0.02%Q4 2021Q3 20236
PRIVATE TRUST CO NA 660.02%0.08%0.12%Q2 2022Q3 20236
OXFORD FINANCIAL GROUP, LTD. LLC 420.00%0.03%0.06%Q3 2021Q2 20236
Summit Financial, LLC 660.04%0.04%0.04%Q3 2021Q4 20226
DB Wealth Management Group, LLC 660.14%0.22%0.27%Q4 2020Q1 20226
Cypress Capital Management LLC (WY) 420.01%0.41%2.00%Q2 2020Q4 20216
PUBLIC SECTOR PENSION INVESTMENT BOARD 330.02%0.03%0.04%Q3 2018Q1 20196
Bellecapital International Ltd. 660.06%0.07%0.09%Q3 2020Q4 20216
Country Club Trust Company, n.a. 660.03%0.03%0.03%Q2 2020Q3 20216
FIRST WILSHIRE SECURITIES MANAGEMENT INC 660.08%0.08%0.09%Q4 2020Q1 20226
Altshuler Shaham Ltd 510.02%0.20%0.97%Q2 2019Q2 20216
NWAM LLC 330.02%0.10%0.16%Q2 2021Q3 20236
Phoenix Holdings Ltd. 410.02%0.17%0.27%Q3 2019Q3 20216
Florin Court Capital LLP 666.10%8.12%10.34%Q2 2020Q3 20216
Cedar Wealth Management, LLC 660.01%0.01%0.02%Q2 2021Q3 20226
Leelyn Smith, LLC 660.12%0.16%0.29%Q4 2019Q1 20216
Laurel Wealth Advisors, Inc. 660.02%0.06%0.18%Q1 2021Q2 20226
Private Advisory Group LLC 310.10%0.20%0.26%Q1 2021Q3 20236
Stadion Money Management, LLC 210.12%0.29%0.56%Q1 2019Q2 20236
Brookstone Capital Management 310.04%0.05%0.10%Q2 2020Q3 20236
PHYSICIANS FINANCIAL SERVICES, INC. 330.12%0.13%0.14%Q2 2019Q4 20206
Private Capital Management, LLC 660.02%0.04%0.05%Q1 2022Q2 20236
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
Bay Harbor Wealth Management, LLC 410.00%0.27%1.01%Q1 2019Q3 20216
PrairieView Partners, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
EATON VANCE MANAGEMENT 660.00%0.01%0.02%Q2 2021Q3 20226
AlphaCentric Advisors LLC 660.04%0.06%0.08%Q2 2020Q3 20216
Orion Portfolio Solutions, LLC 310.00%0.04%0.13%Q4 2019Q3 20236
Ergoteles LLC 510.72%1.21%2.61%Q4 2021Q2 20236
SYNOVUS FINANCIAL CORP 420.00%0.01%0.01%Q1 2020Q3 20236
Arete Wealth Advisors, LLC 310.02%0.05%0.09%Q2 2020Q2 20236
Wealthfront Advisers LLC 330.00%0.00%0.00%Q4 2021Q3 20236
BB&T SECURITIES, LLC 550.00%0.34%0.63%Q3 2018Q3 20196
BROWN BROTHERS HARRIMAN & CO 420.00%0.00%0.00%Q1 2021Q3 20236
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.01%0.05%0.09%Q3 2018Q4 20196
Concorde Asset Management, LLC 660.14%0.20%0.26%Q2 2019Q3 20206
Tuttle Capital Management, LLC 511.06%1.61%2.72%Q4 2021Q2 20236
WNY Asset Management, LLC 660.14%0.15%0.18%Q4 2020Q1 20226
Optiver Holding B.V. 330.00%0.00%0.01%Q4 2021Q3 20236
Northwest Bancshares, Inc. 660.06%0.06%0.08%Q2 2020Q3 20216
MEEDER ASSET MANAGEMENT INC 420.00%0.00%0.00%Q1 2020Q1 20226
Black Swift Group, LLC 410.09%1.36%4.26%Q3 2019Q4 20226
VICTORY CAPITAL MANAGEMENT INC 660.00%0.05%0.06%Q2 2022Q3 20236
VESTOR CAPITAL, LLC 420.02%0.88%1.16%Q2 2019Q4 20206
Fisher Asset Management, LLC 510.00%0.10%0.19%Q4 2021Q3 20236
Waldron Private Wealth LLC 220.01%0.01%0.02%Q2 2021Q2 20236
Itau Unibanco Holding S.A. 660.01%0.19%0.45%Q2 2022Q3 20236
Sage Mountain Advisors LLC 310.00%0.01%0.01%Q1 2021Q3 20236
Investors Research Corp 660.01%0.01%0.02%Q2 2022Q3 20236
Fragasso Group Inc. 310.02%0.05%0.06%Q4 2021Q4 20236
Partnervest Advisory Services LLC 330.10%0.44%0.85%Q1 2019Q3 20206
Level Financial Advisors 660.01%0.01%0.01%Q2 2022Q3 20236
Northeast Financial Consultants Inc 660.02%0.08%0.12%Q2 2021Q3 20226
AlphaCore Capital LLC 510.00%0.00%0.00%Q1 2022Q3 20236
First PREMIER Bank 660.04%0.05%0.06%Q2 2022Q3 20236
Independence Bank of Kentucky 420.00%0.01%0.03%Q3 2019Q3 20236
Vigilant Capital Management, LLC 410.00%0.00%0.01%Q2 2020Q2 20236
Amplius Wealth Advisors, LLC 310.00%0.04%0.06%Q4 2021Q3 20236
Alpine Global Management, LLC 210.08%0.20%0.50%Q4 2018Q3 20236
Susquehanna International Group Ltd. 330.53%2.71%8.72%Q1 2019Q3 20206
TIAA, FSB 310.00%0.01%0.01%Q3 2018Q2 20236
BOYS ARNOLD & CO INC 660.04%0.08%0.10%Q4 2018Q1 20206
Financial Management Professionals, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
BOSTON ADVISORS LLC 660.04%0.35%0.50%Q2 2018Q3 20196
SUNTRUST BANKS INC 550.01%0.02%0.02%Q3 2018Q3 20195
UBS ASSET MANAGEMENT AMERICAS INC 550.02%0.02%0.03%Q3 2018Q3 20195
Lloyd Advisory Services, LLC. 410.01%0.07%0.32%Q2 2021Q3 20235
Johns Hopkins University 551.71%4.59%14.86%Q1 2021Q1 20225
Sound Income Strategies, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Abbrea Capital, LLC 410.04%0.06%0.08%Q2 2022Q3 20235
Savior LLC 410.01%0.01%0.01%Q4 2019Q2 20215
MANCHESTER FINANCIAL INC 550.00%0.00%0.00%Q1 2020Q1 20215
EXANE DERIVATIVES 550.00%0.01%0.01%Q2 2021Q2 20225
Symmetry Partners, LLC 320.23%0.78%1.42%Q3 2020Q4 20235
MOTCO 410.00%0.00%0.00%Q4 2020Q3 20225
Glenview Trust Co 550.03%0.05%0.08%Q3 2022Q3 20235
SOL Capital Management CO 550.04%0.04%0.05%Q3 2022Q3 20235
L & S Advisors Inc 310.03%0.05%0.07%Q4 2019Q3 20235
Richard Bernstein Advisors LLC 410.00%0.00%0.00%Q4 2019Q2 20215
COMERICA BANK 310.00%0.01%0.02%Q2 2020Q3 20235
TWO SIGMA ADVISERS, LP 320.05%0.11%0.18%Q2 2022Q3 20235
GUARDIAN WEALTH ADVISORS, LLC / NC 550.00%0.01%0.01%Q3 2022Q3 20235
B.O.S.S. Retirement Advisors, LLC 550.06%0.07%0.09%Q4 2022Q4 20235
Claybrook Capital, LLC 550.15%0.28%0.68%Q1 2019Q1 20205
LIBERTY WEALTH MANAGEMENT LLC 550.01%0.01%0.04%Q3 2020Q3 20215
Ten Capital Wealth Advisors, LLC 410.05%1.37%1.93%Q3 2020Q1 20235
Rye Brook Capital LLC 321.79%3.81%6.27%Q4 2020Q1 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
Realta Investment Advisors 210.01%0.01%0.02%Q1 2019Q3 20235
Brendel Financial Advisors LLC 320.50%0.91%1.45%Q1 2021Q3 20235
Centennial Wealth Advisory LLC 550.12%0.20%0.23%Q2 2021Q2 20225
PEAPACK GLADSTONE FINANCIAL CORP 550.16%0.19%0.24%Q3 2022Q3 20235
Dynamic Advisor Solutions LLC 320.02%0.02%0.03%Q3 2021Q3 20235
Biechele Royce Advisors 550.00%0.07%0.12%Q3 2021Q3 20225
Stratos Investment Management, LLC 550.08%0.12%0.18%Q3 2021Q3 20225
MIRABELLA FINANCIAL SERVICES LLP 110.15%0.50%1.46%Q4 2020Q2 20235
CoreCap Advisors, LLC 550.08%0.46%0.72%Q4 2021Q4 20225
Brinker Capital Investments, LLC 320.00%0.06%0.11%Q1 2019Q3 20215
Harrison & Co Wealth Management, LLC 552.17%2.58%2.97%Q4 2021Q4 20225
SALEM INVESTMENT COUNSELORS INC 210.00%0.00%0.00%Q4 2021Q3 20235
Cornerstone Wealth Management, LLC 550.03%0.08%0.13%Q1 2021Q1 20225
ADVANTAGE INVESTMENT MANAGEMENT, LLC 550.12%0.30%0.37%Q3 2018Q3 20195
SIGMA INVESTMENT COUNSELORS INC 410.03%0.04%0.06%Q3 2020Q3 20235
DOWLING & YAHNKE LLC 410.00%0.04%0.13%Q4 2019Q3 20225
Atom Investors LP 210.10%1.44%4.11%Q4 2018Q1 20215
TUDOR INVESTMENT CORP ET AL 410.02%0.03%0.05%Q4 2021Q2 20235
ROCKLAND TRUST CO 410.01%0.02%0.02%Q1 2022Q3 20235
Torch Wealth Management LLC 550.25%0.27%0.29%Q4 2018Q4 20195
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 410.00%0.00%0.01%Q1 2020Q2 20235
Delta Investment Management, LLC 410.12%0.18%0.22%Q3 2019Q4 20205
Advisor OS, LLC 210.06%0.42%0.94%Q2 2020Q3 20235
Marathon Trading Investment Management LLC 210.01%0.03%0.07%Q4 2018Q3 20235
HOWE & RUSLING INC 550.00%0.00%0.00%Q4 2020Q4 20215
BFSG, LLC 410.03%0.12%0.26%Q4 2021Q3 20235
FCA CORP /TX 550.30%0.32%0.35%Q1 2021Q1 20225
Paloma Partners Management Co 310.06%0.40%1.59%Q4 2018Q3 20205
ALERUS FINANCIAL NA 550.07%0.31%0.58%Q1 2019Q1 20205
Perigon Wealth Management, LLC 410.01%0.02%0.03%Q4 2020Q3 20235
GPS Wealth Strategies Group, LLC 320.00%0.00%0.00%Q2 2022Q3 20235
QUADRANT CAPITAL GROUP LLC 550.01%0.01%0.01%Q1 2021Q1 20225
MACROVIEW INVESTMENT MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Antonetti Capital Management LLC 410.03%0.04%0.05%Q2 2010Q2 20225
NATIXIS 550.02%0.02%0.03%Q4 2018Q4 20195
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.06%0.12%Q3 2020Q3 20235
YHB Investment Advisors, Inc. 550.02%0.02%0.02%Q1 2021Q1 20225
Relyea Zuckerberg Hanson LLC 550.17%0.24%0.34%Q3 2021Q3 20225
LPWM LLC 550.12%0.13%0.13%Q2 2021Q2 20225
Lenox Wealth Advisors, LLC 320.00%0.00%0.01%Q1 2020Q1 20225
Centerpoint Advisors, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
MGO ONE SEVEN LLC 320.02%0.02%0.03%Q4 2021Q3 20235
DRW Securities, LLC 320.02%0.04%0.07%Q2 2020Q3 20235
TUCKER ASSET MANAGEMENT LLC 550.00%0.86%2.24%Q3 2022Q3 20235
TWO SIGMA INVESTMENTS, LP 320.03%0.08%0.16%Q2 2022Q3 20235
Ensign Peak Advisors, Inc 410.00%0.02%0.03%Q4 2019Q2 20225
OLD MISSION CAPITAL LLC 210.01%0.04%0.07%Q2 2019Q3 20225
Cerity Partners LLC 410.00%0.01%0.02%Q2 2022Q3 20235
Zions Bancorporation, N.A. 410.00%0.01%0.03%Q2 2019Q2 20215
Beaumont Capital Management, LLC 553.93%6.02%6.75%Q4 2020Q4 20215
JSF Financial, LLC 320.16%0.28%0.43%Q4 2021Q3 20235
Washington Trust Advisors, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
Blue Trust, Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
Roundview Capital LLC 550.19%0.31%0.39%Q3 2022Q3 20235
Crewe Advisors LLC 550.00%0.00%0.00%Q1 2022Q1 20235
VERUS CAPITAL PARTNERS, LLC 210.03%0.06%0.09%Q4 2019Q2 20235
Horizon Wealth Management, LLC 320.31%2.27%6.50%Q4 2021Q3 20235
Freedom Investment Management, Inc. 320.07%0.25%0.67%Q1 2021Q3 20235
Capstone Triton Financial Group, LLC 550.12%0.19%0.41%Q4 2020Q4 20215
Clal Insurance Enterprises Holdings Ltd 550.00%0.00%0.00%Q3 2022Q3 20235
Dakota Wealth Management 550.18%0.23%0.27%Q3 2022Q3 20235
Legend Financial Advisors, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
STOCK YARDS BANK & TRUST CO 410.01%0.01%0.02%Q1 2022Q3 20235
SL ADVISORS, LLC 310.40%0.51%0.70%Q4 2018Q4 20194
PETREDIS INVESTMENT ADVISORS LLC 441.22%1.45%1.57%Q4 2022Q3 20234
Smart Portfolios, LLC 221.08%3.19%4.97%Q4 2021Q3 20234
SageGuard Financial Group, LLC 440.20%1.55%5.55%Q4 2020Q3 20214
Verition Fund Management LLC 220.01%0.02%0.03%Q4 2021Q1 20224
Black Maple Capital Management LP 440.43%0.68%1.10%Q4 2022Q3 20234
Core Alternative Capital 440.00%0.16%0.60%Q4 2022Q3 20234
TIVERTON ASSET MANAGEMENT LLC 440.01%0.01%0.02%Q4 2018Q3 20194
Badgley Phelps Wealth Managers, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Bedell Frazier Investment Counselling, LLC 440.05%0.07%0.09%Q1 2021Q4 20214
Van Leeuwen & Company, LLC 440.13%0.14%0.14%Q4 2022Q3 20234
WealthTrust Asset Management, LLC 440.17%0.19%0.22%Q2 2021Q1 20224
Moss Adams Wealth Advisors LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.02%0.02%Q4 2022Q3 20234
CAPITAL MANAGEMENT ASSOCIATES /NY/ 440.55%0.59%0.60%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.17%0.24%0.41%Q4 2022Q3 20234
Baldwin Investment Management, LLC 440.06%0.07%0.08%Q3 2018Q2 20194
Privium Fund Management (UK) Ltd 441.17%1.37%1.58%Q4 2022Q3 20234
Salomon & Ludwin, LLC 440.08%0.10%0.12%Q4 2022Q3 20234
Accurate Wealth Management, LLC 440.00%2.32%3.53%Q4 2022Q3 20234
Clean Yield Group 310.01%0.01%0.01%Q4 2020Q4 20214
Main Management LLC 440.02%2.95%4.33%Q4 2022Q3 20234
Colonial Trust Advisors 440.02%0.02%0.02%Q4 2022Q3 20234
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
Ameritas Investment Company, LLC 210.00%0.01%0.04%Q4 2018Q1 20214
ALLIANCEBERNSTEIN L.P. 310.00%0.00%0.00%Q4 2021Q4 20224
Clarius Group, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
InterOcean Capital, LLC 440.07%0.08%0.08%Q2 2019Q1 20204
Resurgent Financial Advisors LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Tyers Asset Management LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Total Clarity Wealth Management, Inc. 210.00%0.00%0.01%Q4 2019Q2 20224
Stephens Consulting, LLC 440.02%0.04%0.05%Q1 2022Q4 20224
GTS SECURITIES LLC 220.00%0.04%0.14%Q2 2023Q3 20234
Stockman Wealth Management, Inc. 440.20%0.27%0.30%Q4 2022Q3 20234
BBVA USA Bancshares, Inc. 440.12%0.36%0.75%Q2 2020Q1 20214
Rikoon Group, LLC 440.08%0.10%0.11%Q3 2018Q2 20194
Rampart Investment Management Company, LLC 210.02%0.08%0.18%Q1 2019Q2 20204
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 440.12%0.12%0.12%Q4 2022Q3 20234
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.01%0.02%Q2 2018Q3 20234
WESBANCO BANK INC 440.01%0.05%0.14%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.00%0.01%0.01%Q4 2022Q3 20234
Pure Financial Advisors, LLC 440.01%0.01%0.01%Q1 2023Q4 20234
AGF MANAGEMENT LTD 440.67%0.71%0.77%Q4 2022Q3 20234
Family Asset Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
J. W. Coons Advisors, LLC 440.06%0.07%0.09%Q2 2021Q1 20224
Capital One Investing, Inc. 440.84%0.90%0.94%Q4 2018Q3 20194
DELTA ASSET MANAGEMENT LLC/TN 440.00%0.00%0.00%Q1 2021Q4 20214
CHANNEL WEALTH LLC 440.38%0.53%0.64%Q1 2023Q4 20234
Biltmore Capital Advisors LLC 440.13%0.14%0.15%Q1 2021Q4 20214
Neuburgh Advisers LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Hugh Johnson Advisors LLC 440.44%0.84%1.23%Q3 2018Q2 20194
Accuvest Global Advisors 310.14%2.15%2.93%Q4 2020Q4 20214
New England Capital Financial Advisors LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Miller Investment Management, LP 440.11%1.12%2.15%Q4 2022Q3 20234
Bragg Financial Advisors, Inc 440.06%0.07%0.07%Q4 2022Q3 20234
Talisman Wealth Advisors LLC 440.46%0.56%0.61%Q4 2022Q3 20234
Old North State Trust, LLC 440.01%0.01%0.02%Q4 2020Q3 20214
WELLINGTON MANAGEMENT GROUP LLP 310.00%0.00%0.00%Q3 2019Q3 20204
All Season Financial Advisors, Inc. 310.29%0.52%0.93%Q2 2021Q3 20234
Glen Harbor Capital Management LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Sharper & Granite LLC 441.16%1.57%1.84%Q4 2022Q3 20234
MIZUHO SECURITIES USA LLC 210.12%0.33%0.72%Q4 2019Q2 20214
WILLIAMS JONES & ASSOCIATES LLC 440.01%0.01%0.01%Q3 2018Q2 20194
HARBOR CAPITAL ADVISORS, INC. 441.05%1.19%1.35%Q1 2023Q4 20234
Birchcreek Wealth Management, LLC 310.06%0.48%0.95%Q4 2020Q3 20234
FIDUCIARY TRUST CO 310.01%0.02%0.02%Q2 2021Q2 20224
PICTET ASSET MANAGEMENT LTD 220.00%0.00%0.00%Q1 2019Q2 20214
Flinton Capital Management LLC 440.00%0.00%0.00%Q4 2018Q3 20194
CHIRON CAPITAL MANAGEMENT, LLC 440.64%0.75%0.94%Q4 2022Q3 20234
Lee Capital Holdings LLC 311.05%1.87%2.28%Q3 2018Q4 20194
CALDWELL SUTTER CAPITAL, INC. 440.06%0.07%0.08%Q4 2022Q3 20234
Waterloo Capital, L.P. 310.08%0.30%0.71%Q1 2020Q3 20234
SteelPeak Wealth, LLC 210.04%0.13%0.24%Q4 2021Q3 20234
CMH Wealth Management LLC 441.54%2.07%2.81%Q4 2022Q3 20234
Ballew Advisors, Inc 440.30%0.34%0.36%Q3 2020Q2 20214
WEALTHSOURCE PARTNERS, LLC 440.02%0.04%0.08%Q4 2021Q3 20224
KARLINSKI ANDREW C 440.31%0.58%1.00%Q4 2021Q3 20224
MARK SHEPTOFF FINANCIAL PLANNING, LLC 310.00%0.00%0.01%Q1 2019Q4 20224
Quantbot Technologies LP 210.00%0.04%0.10%Q3 2019Q3 20224
Bangor Savings Bank 440.01%0.01%0.01%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.05%0.06%0.07%Q4 2022Q3 20234
Wellington Shields & Co., LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Capital Wealth Planning, LLC 310.02%0.02%0.02%Q3 2019Q3 20214
Braun-Bostich & Associates Inc. 440.60%1.30%1.58%Q1 2020Q4 20204
ICA Group Wealth Management, LLC 440.02%0.04%0.06%Q4 2022Q3 20234
Baystate Wealth Management LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MEANS INVESTMENT CO., INC. 440.05%0.07%0.09%Q4 2022Q3 20234
Weaver Consulting Group 440.01%0.01%0.01%Q4 2019Q3 20204
ESG Planning 440.49%0.86%1.04%Q1 2022Q4 20224
Walleye Capital LLC 210.10%0.14%0.16%Q3 2022Q3 20234
Simplicity Solutions, LLC 310.02%0.05%0.08%Q2 2019Q4 20204
Personal Capital Advisors Corp 310.00%0.01%0.02%Q3 2020Q1 20224
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 440.50%2.82%4.40%Q4 2019Q3 20204
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 440.60%2.52%3.25%Q3 2018Q2 20194
PETTYJOHN, WOOD & WHITE, INC 440.08%0.10%0.11%Q4 2022Q3 20234
West Oak Capital, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Collaborative Wealth Managment Inc. 210.14%0.23%0.30%Q1 2021Q3 20224
MONEY CONCEPTS CAPITAL CORP 210.00%0.01%0.02%Q4 2020Q4 20224
SP Asset Management LLC 440.07%0.07%0.07%Q4 2022Q3 20234
Horrell Capital Management, Inc. 440.01%0.02%0.02%Q4 2020Q3 20214
Ironwood Investment Counsel, LLC 440.12%0.19%0.35%Q4 2022Q3 20234
Simplicity Wealth,LLC 440.68%1.42%2.27%Q4 2021Q3 20224
TOWNSQUARE CAPITAL LLC 440.02%0.02%0.03%Q1 2019Q4 20194
Phillips Wealth Planners LLC 440.88%0.98%1.11%Q4 2022Q3 20234
Sather Financial Group Inc 440.02%0.02%0.03%Q4 2022Q3 20234
Regency Capital Management Inc.\DE 330.00%0.01%0.02%Q1 2021Q3 20213
Manchester Capital Management LLC 330.04%0.05%0.05%Q1 2023Q3 20233
GW HENSSLER & ASSOCIATES LTD 210.04%0.14%0.31%Q3 2020Q4 20213
Pinnacle Wealth Management Advisory Group, LLC 210.02%0.07%0.15%Q3 2018Q3 20233
Cornerstone Planning Group LLC 210.01%0.01%0.02%Q4 2022Q3 20233
ARGI Investment Services, LLC 330.02%0.02%0.03%Q2 2022Q4 20223
Bayesian Capital Management, LP 210.04%0.05%0.07%Q4 2019Q1 20233
Regal Investment Advisors LLC 330.02%0.02%0.03%Q1 2023Q3 20233
Legacy Private Trust Co. 330.02%0.02%0.02%Q1 2023Q3 20233
WealthTrust Fairport, LLC 330.90%0.98%1.02%Q3 2018Q1 20193
J.Safra Asset Management Corp 336.53%6.60%6.71%Q1 2023Q3 20233
Canal Capital Management, LLC 210.10%0.34%0.47%Q3 2018Q4 20223
One Day In July LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Wall Capital Group, Inc. 333.65%4.40%5.81%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.30%0.35%0.38%Q4 2022Q3 20233
WealthCare Investment Partners, LLC 330.26%1.49%2.34%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Frontier Wealth Management LLC 330.01%0.01%0.02%Q2 2021Q4 20213
Gallagher Fiduciary Advisors, LLC 330.08%0.08%0.09%Q1 2023Q3 20233
Alaska Wealth Advisors 330.01%0.01%0.01%Q1 2023Q3 20233
WealthShield Partners, LLC 210.00%0.01%0.02%Q2 2020Q2 20233
RFG Advisory, LLC 330.03%0.03%0.05%Q1 2023Q3 20233
Secure Asset Management, LLC 210.07%0.14%0.28%Q4 2019Q3 20233
Garda Capital Partners LP 210.02%0.09%0.12%Q4 2022Q3 20233
BOOTHBAY FUND MANAGEMENT, LLC 210.01%0.03%0.06%Q1 2022Q4 20223
Phocas Financial Corp. 210.01%0.03%0.04%Q1 2022Q4 20223
Hardy Reed LLC 330.06%0.06%0.07%Q1 2023Q3 20233
Jefferies Group LLC 330.00%0.01%0.01%Q2 2019Q4 20193
MENORA MIVTACHIM HOLDINGS LTD. 330.01%0.02%0.03%Q1 2023Q3 20233
Bowling Portfolio Management LLC 330.04%0.05%0.06%Q4 2018Q2 20193
WESPAC Advisors, LLC 210.19%1.05%1.54%Q3 2019Q2 20223
HAZLETT, BURT & WATSON, INC. 330.01%0.02%0.02%Q1 2022Q3 20223
TRUST CO OF VERMONT 330.00%0.00%0.00%Q2 2019Q4 20193
Scarborough Advisors, LLC 330.49%0.53%0.55%Q1 2023Q3 20233
Shepherd Financial Partners LLC 330.04%0.04%0.04%Q2 2021Q4 20213
Boothe Investment Group, Inc. 330.70%0.81%1.04%Q3 2022Q1 20233
Johnson Financial Group, Inc. 210.00%0.00%0.00%Q1 2022Q3 20233
Centiva Capital, LP 330.01%0.03%0.05%Q1 2023Q3 20233
Next Capital Management LLC 330.23%0.24%0.26%Q4 2018Q2 20193
Strategic Investment Advisors / MI 110.18%0.28%0.41%Q3 2019Q3 20213
EVOKE WEALTH, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
EXCHANGE TRADED CONCEPTS, LLC 330.04%0.04%0.04%Q4 2020Q2 20213
Vontobel Holding Ltd. 330.00%0.00%0.00%Q1 2021Q3 20213
MD Financial Management Inc. 331.04%1.35%1.73%Q2 2021Q4 20213
D'Orazio & Associates, Inc. 330.00%0.00%0.00%Q3 2019Q1 20203
Galvin, Gaustad & Stein, LLC 210.02%0.02%0.02%Q2 2021Q3 20233
Ford Financial Group, LLC 210.01%0.05%0.12%Q2 2021Q1 20223
TCWP LLC 330.08%0.33%0.71%Q4 2021Q2 20223
IAM Advisory, LLC 210.59%0.70%0.76%Q1 2021Q4 20213
1607 Capital Partners, LLC 330.12%0.13%0.13%Q2 2019Q4 20193
Disciplined Investments, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Cranbrook Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Beaumont Financial Advisors, LLC 330.07%0.24%0.33%Q1 2023Q3 20233
Center For Asset Management LLC 210.16%0.29%0.48%Q4 2020Q4 20213
LEVEL FOUR FINANCIAL, LLC 330.13%0.15%0.17%Q1 2021Q3 20213
CREATIVE FINANCIAL DESIGNS INC /ADV 330.00%0.00%0.00%Q1 2023Q3 20233
Midwest Financial Group LLC 330.34%0.34%0.35%Q1 2023Q3 20233
HM PAYSON & CO 210.00%0.00%0.00%Q4 2019Q2 20223
CWA Asset Management Group, LLC 330.04%0.23%0.59%Q1 2023Q3 20233
Arkos Global Advisors 210.04%0.05%0.07%Q4 2021Q3 20233
TimeScale Financial, Inc. 210.00%0.01%0.01%Q2 2019Q3 20203
Main Management ETF Advisors, LLC 337.40%8.96%9.94%Q1 2023Q3 20233
Polar Asset Management Partners Inc. 110.02%0.34%0.92%Q1 2019Q2 20213
FULTON BANK, N.A. 330.01%0.02%0.03%Q2 2023Q4 20233
SageView Advisory Group, LLC 330.03%0.05%0.07%Q1 2023Q3 20233
AlphaQ Advisors LLC 330.39%0.42%0.45%Q4 2022Q2 20233
Mitsubishi UFJ Asset Management (UK) Ltd. 211.81%2.05%2.42%Q4 2019Q4 20203
Triumph Capital Management 210.10%0.17%0.22%Q3 2022Q3 20233
Global Financial Private Capital, Inc 330.00%0.49%1.13%Q1 2019Q3 20193
Wright Fund Management, LLC 330.33%0.52%0.80%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.08%0.08%0.09%Q4 2021Q2 20223
Eudaimonia Partners, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2020Q3 20233
Tibra Equities Europe Ltd 112.46%3.13%3.47%Q3 2018Q3 20203
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 331.10%1.21%1.28%Q1 2023Q3 20233
Rollins Financial 330.07%0.08%0.09%Q1 2023Q3 20233
CLARK FINANCIAL SERVICES GROUP INC /BD 330.68%0.73%0.81%Q3 2021Q1 20223
Private Capital Group, LLC 330.00%0.00%0.01%Q3 2018Q1 20193
Ally Invest Advisors Inc. 330.03%0.03%0.04%Q1 2023Q3 20233
IPG Investment Advisors LLC 210.19%0.25%0.29%Q2 2021Q1 20223
Terra Nova Asset Management LLC 331.24%1.41%1.50%Q1 2023Q3 20233
Worth Venture Partners, LLC 210.04%0.09%0.17%Q4 2018Q3 20193
Mach-1 Financial Group, LLC 210.00%0.01%0.02%Q2 2022Q1 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
FineMark National Bank & Trust 330.02%0.02%0.02%Q4 2021Q2 20223
Caption Management, LLC 220.03%0.11%0.23%Q3 2021Q4 20213
FLAGSTAR ADVISORS INC 110.01%0.05%0.13%Q3 2021Q3 20233
Avalon Investment & Advisory 210.01%0.02%0.06%Q4 2020Q1 20233
TEXAS CAPITAL BANCSHARES INC/TX 211.07%1.14%1.26%Q1 2021Q3 20233
BNC WEALTH MANAGEMENT, LLC 330.26%0.27%0.27%Q1 2023Q3 20233
First International Bank & Trust 330.10%0.12%0.14%Q4 2021Q2 20223
Welch Group, LLC 210.01%0.16%0.40%Q3 2020Q4 20223
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Julex Capital Management, LLC 334.52%6.60%7.67%Q1 2019Q3 20193
CONFLUENCE INVESTMENT MANAGEMENT LLC 330.05%0.06%0.07%Q1 2020Q3 20203
TD Capital Management LLC 210.00%0.01%0.01%Q2 2019Q2 20203
REAVES W H & CO INC 110.01%0.02%0.03%Q4 2018Q4 20203
Rokos Capital Management LLP 330.01%0.04%0.09%Q1 2023Q3 20233
Magnus Financial Group LLC 210.02%0.04%0.06%Q4 2020Q2 20223
Kalos Management, Inc. 330.00%0.00%0.01%Q4 2022Q2 20233
WASHINGTON TRUST BANK 210.02%0.15%0.40%Q4 2018Q4 20213
Catamount Wealth Management 220.00%0.00%0.00%Q4 2018Q1 20192
EXENCIAL WEALTH ADVISORS, LLC 220.01%0.02%0.02%Q1 2022Q2 20222
CONSOLIDATED CAPITAL MANAGEMENT, LLC 110.18%0.28%0.39%Q4 2018Q4 20192
ACCESS FINANCIAL SERVICES, INC. 220.25%0.79%1.33%Q4 2021Q1 20222
Point72 Asset Management, L.P. 220.00%0.00%0.00%Q3 2022Q4 20222
Parker Investment Management, LLC 111.54%3.77%5.99%Q2 2018Q3 20232
Quantitative Advantage, LLC 220.25%0.26%0.26%Q4 2019Q1 20202
RMB Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q2 20202
Laffer Tengler Investments, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
CAPE ANN SAVINGS BANK 220.14%0.15%0.17%Q4 2021Q1 20222
SYKON CAPITAL LLC 221.60%1.73%1.85%Q2 2023Q3 20232
BREWIN DOLPHIN LTD 220.00%0.00%0.00%Q4 2021Q1 20222
Broadleaf Partners, LLC 220.07%0.07%0.07%Q2 2021Q3 20212
Steinberg Global Asset Management 221.52%2.22%2.92%Q4 2018Q1 20192
Advisors Capital Management, LLC 220.25%0.25%0.26%Q3 2022Q4 20222
Wealthgate Family Office, LLC 220.09%0.10%0.12%Q3 2021Q4 20212
Veracity Capital LLC 110.27%0.41%0.55%Q4 2019Q2 20202
Lebenthal Global Advisors, LLC 110.05%0.06%0.08%Q4 2020Q3 20232
U S GLOBAL INVESTORS INC 220.11%0.18%0.24%Q1 2019Q2 20192
GREENWOOD CAPITAL ASSOCIATES LLC 110.54%0.59%0.64%Q1 2019Q3 20192
PRW Wealth Management LLC 110.10%0.18%0.27%Q2 2021Q1 20222
RE Dickinson Investment Advisors, LLC 220.00%0.01%0.03%Q1 2022Q2 20222
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2023Q4 20232
ST GERMAIN D J CO INC 220.00%0.02%0.03%Q3 2023Q4 20232
EDMOND DE ROTHSCHILD HOLDING S.A. 220.00%0.00%0.00%Q1 2023Q2 20232
MACQUARIE GROUP LTD 220.00%0.00%0.00%Q3 2019Q4 20192
Q3 Asset Management 220.64%0.78%0.92%Q2 2023Q3 20232
Investors Financial Group, LLC 220.09%0.10%0.11%Q3 2021Q4 20212
Gyon Technologies Capital Management, LP 220.14%0.16%0.19%Q4 2021Q1 20222
LAZARD ASSET MANAGEMENT LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q4 2018Q1 20192
BDO Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Lee Financial Co 110.00%0.00%0.01%Q1 2023Q3 20232
Econ Financial Services Corp 220.71%0.73%0.75%Q1 2023Q2 20232
SG3 Management, LLC 110.04%0.08%0.12%Q2 2019Q2 20192
Cumberland Partners Ltd 220.02%0.03%0.03%Q2 2021Q3 20212
Pacifica Partners Inc. 220.01%0.01%0.01%Q3 2023Q4 20232
Bellwether Advisors, LLC 221.63%2.05%2.46%Q2 2023Q3 20232
Fortis Group Advisors, LLC 110.05%0.74%1.43%Q3 2020Q2 20232
Sutton Wealth Advisors Inc. 220.03%0.03%0.03%Q2 2023Q3 20232
MONOGRAPH WEALTH ADVISORS, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
JT Stratford LLC 220.12%0.12%0.12%Q2 2021Q3 20212
Delek Group, Ltd. 220.18%0.18%0.18%Q1 2019Q2 20192
Element Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
PFS Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Destination Wealth Management 220.01%0.01%0.01%Q4 2021Q1 20222
D. E. Shaw & Co., Inc. 110.00%0.00%0.00%Q1 2019Q4 20192
CAXTON ASSOCIATES LP 110.79%0.79%0.79%Q4 2021Q4 20212
ALTFEST L J & CO INC 220.48%0.49%0.50%Q4 2022Q1 20232
Valley Brook Capital Group, Inc. 220.03%0.04%0.06%Q4 2020Q1 20212
FORBES J M & CO LLP 220.56%0.56%0.56%Q2 2023Q3 20232
MKP Capital Management, L.L.C. 110.43%1.50%2.57%Q4 2021Q4 20212
ADVISOR PARTNERS II, LLC 220.01%0.02%0.03%Q2 2023Q3 20232
IEQ CAPITAL, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
New Hampshire Trust 220.00%0.00%0.00%Q4 2022Q1 20232
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Wagner Wealth Management, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
CITIZENS & NORTHERN CORP 110.18%0.31%0.44%Q4 2018Q2 20222
Symmetry Investments LP 220.42%0.43%0.44%Q4 2022Q1 20232
Cannon Global Investment Management, LLC 110.56%2.67%4.78%Q1 2022Q3 20222
VIAWEALTH, LLC 220.16%0.16%0.16%Q2 2023Q3 20232
Measured Wealth Private Client Group, LLC 220.41%0.45%0.49%Q2 2023Q3 20232
SAXON INTERESTS, INC. 110.11%0.12%0.14%Q4 2022Q2 20232
Sound View Wealth Advisors Group, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
PEAK FINANCIAL ADVISORS LLC 220.63%1.10%1.58%Q2 2023Q3 20232
JACOBSON & SCHMITT ADVISORS, LLC 220.07%0.07%0.07%Q3 2022Q4 20222
BBVA USA 220.01%0.01%0.01%Q2 2021Q3 20212
&PARTNERS 220.14%0.15%0.16%Q2 2021Q3 20212
RMR Wealth Builders 220.04%0.04%0.05%Q2 2023Q3 20232
Weatherstone Capital Management 220.08%0.16%0.24%Q4 2018Q1 20192
Allspring Global Investments Holdings, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Legacy Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Investment Research & Advisory Group, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
Resource Management, LLC 220.03%0.03%0.03%Q4 2020Q1 20212
SILVER OAK SECURITIES, INCORPORATED 110.00%0.00%0.00%Q3 2022Q3 20232
Watermark Asset Management, Inc. 220.00%0.00%0.00%Q3 2018Q4 20182
Frisch Financial Group, Inc. 111.74%2.16%2.58%Q4 2021Q4 20222
CIBC WORLD MARKETS CORP 110.01%0.21%0.41%Q4 2019Q3 20232
Flagship Private Wealth, LLC 110.02%0.03%0.05%Q4 2020Q2 20212
SWMG, LLC 220.15%0.18%0.22%Q1 2023Q2 20232
SC&H Financial Advisors, Inc. 220.16%0.19%0.22%Q4 2021Q1 20222
J Arnold Wealth Management Co 110.00%0.01%0.01%Q3 2020Q1 20212
PRUDENTIAL PLC 220.03%0.04%0.04%Q3 2021Q4 20212
CERTUITY, LLC 110.09%0.10%0.12%Q4 2019Q2 20232
Covenant Asset Management, LLC 220.03%0.03%0.03%Q3 2018Q4 20182
Obsidian Personal Planning Solutions LLC 220.19%0.25%0.30%Q2 2023Q3 20232
ORG Partners LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Claraphi Advisory Network, LLC 110.00%0.01%0.01%Q3 2019Q1 20202
McIlrath & Eck, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Analyst IMS Investment Management Services Ltd. 220.02%0.03%0.04%Q2 2023Q3 20232
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20232
Kraft, Davis & Associates, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2022Q3 20232
WRAPMANAGER INC 110.07%0.08%0.10%Q3 2018Q2 20192
Astor Investment Management LLC 220.55%0.57%0.60%Q3 2022Q4 20222
Jaffetilchin Investment Partners, LLC 220.04%0.07%0.10%Q4 2022Q1 20232
Cordasco Financial Network 220.04%0.04%0.04%Q4 2018Q1 20192
MinichMacGregor Wealth Management, LLC 110.00%0.28%0.55%Q1 2020Q4 20222
ROMANO BROTHERS AND COMPANY 110.00%0.11%0.21%Q4 2022Q3 20232
Deane Retirement Strategies, Inc. 222.26%2.27%2.28%Q2 2021Q3 20212
Riggs Asset Managment Co. Inc. 110.00%0.02%0.04%Q4 2021Q3 20232
Imprint Wealth LLC 220.18%0.26%0.34%Q2 2023Q3 20232
DFPG INVESTMENTS, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
MONROE BANK & TRUST/MI 220.28%0.32%0.36%Q1 2019Q2 20192
St. Louis Financial Planners Asset Management, LLC 110.94%1.02%1.10%Q1 2023Q4 20232
PICTET ASSET MANAGEMENT SA 220.00%0.00%0.00%Q3 2021Q4 20212
Selective Wealth Management, Inc. 220.00%0.01%0.01%Q2 2022Q3 20222
USAdvisors Wealth Management, LLC 220.39%0.40%0.41%Q4 2019Q1 20202
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.02%0.80%1.58%Q4 2020Q2 20212
LMR Partners LLP 220.21%0.21%0.21%Q2 2023Q3 20232
Busey Bank 220.21%0.21%0.22%Q4 2019Q1 20202
Truadvice, LLC 110.48%1.25%2.02%Q2 2022Q3 20232
HawsGoodwin Investment Management LLC 220.01%0.01%0.01%Q3 2021Q4 20212
SCHAFER CULLEN CAPITAL MANAGEMENT INC 220.03%0.06%0.10%Q3 2020Q4 20202
KINGDON CAPITAL MANAGEMENT, L.L.C. 110.49%1.16%1.82%Q4 2019Q2 20202
Crabel Capital Management, LLC 220.10%0.43%0.76%Q3 2020Q4 20202
Mendel Capital Management LLC 220.19%0.29%0.39%Q2 2023Q3 20232
REDW Wealth LLC 220.07%0.07%0.08%Q1 2023Q2 20232
Tevis Investment Management 220.04%0.07%0.09%Q2 2022Q3 20222
ZACKS INVESTMENT MANAGEMENT 220.00%0.01%0.01%Q4 2021Q1 20222
Keebeck Wealth Management, LLC 110.04%0.04%0.04%Q4 2019Q2 20202
MOULTON WEALTH MANAGEMENT, INC 111.79%2.96%4.13%Q1 2021Q3 20212
MERIDIAN INVESTMENT COUNSEL INC. 220.21%0.21%0.21%Q2 2023Q3 20232
ADAMS DIVERSIFIED EQUITY FUND, INC. 110.25%0.28%0.32%Q3 2021Q1 20232
Berkeley Capital Partners, LLC 110.10%0.10%0.10%Q2 2021Q4 20222
Per Stirling Capital Management, LLC. 220.06%0.10%0.15%Q2 2023Q3 20232
Sandy Spring Bank 220.00%0.00%0.00%Q1 2023Q2 20232
WorthPointe, LLC 220.56%0.56%0.57%Q2 2023Q3 20232
STEPH & CO 110.01%0.02%0.02%Q4 2022Q3 20232
MACKENZIE FINANCIAL CORP 220.04%0.04%0.04%Q4 2018Q1 20192
BAROMETER CAPITAL MANAGEMENT INC. 110.12%0.17%0.22%Q1 2021Q3 20232
Delos Wealth Advisors, LLC 220.01%0.02%0.02%Q3 2022Q4 20222
Sky Investment Group LLC 220.05%0.06%0.06%Q4 2021Q1 20222
SHEPHERD KAPLAN KROCHUK, LLC 220.20%0.21%0.22%Q4 2018Q1 20192
Sumitomo Mitsui Trust Holdings, Inc. 220.02%0.02%0.02%Q2 2020Q3 20202
Centric Wealth Management 220.44%0.48%0.52%Q4 2021Q1 20222
Future Financial Wealth Managment LLC 220.11%0.12%0.12%Q4 2021Q1 20222
Mirador Capital Partners LP 220.19%0.20%0.21%Q2 2023Q3 20232
Evensky & Katz LLC 220.03%0.04%0.05%Q3 2022Q4 20222
D.A. DAVIDSON & CO. 220.01%0.01%0.01%Q4 2018Q1 20192
Danda Trouve Investment Management, Inc. 223.52%3.69%3.86%Q3 2021Q4 20212
PATHSTONE FAMILY OFFICE, LLC 110.00%0.03%0.05%Q1 2019Q3 20232
Motley Fool Wealth Management, LLC 110.01%0.02%0.02%Q4 2022Q2 20232
Garrett Wealth Advisory Group, LLC 220.12%0.12%0.12%Q2 2023Q3 20232
CABANA LLC 110.00%0.11%0.22%Q2 2020Q2 20212
Atlantic Union Bankshares Corp 220.05%0.05%0.05%Q4 2022Q1 20232
U.S. Capital Wealth Advisors, LLC 110.00%0.01%0.01%Q3 2021Q4 20222
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.01%0.03%0.05%Q3 2021Q1 20222
Aspen Investment Management Inc 220.42%0.42%0.42%Q2 2021Q3 20212
Virtue Capital Management, LLC 221.60%1.60%1.60%Q2 2023Q3 20232
KWB Wealth 220.10%0.10%0.10%Q2 2023Q3 20232
US FINANCIAL ADVISORS, LLC 220.08%0.09%0.10%Q4 2020Q1 20212
FormulaFolio Investments, LLC 220.03%0.03%0.04%Q3 2019Q4 20192
PVG ASSET MANAGEMENT CORP 110.91%1.23%1.56%Q1 2019Q3 20232
CHEMICAL BANK 220.04%0.04%0.04%Q1 2019Q2 20192
SeaCrest Wealth Management, LLC 220.02%0.02%0.03%Q1 2022Q2 20222
Wedmont Private Capital 220.04%0.05%0.05%Q2 2023Q3 20232
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
SPINNAKER TRUST 110.73%0.73%0.73%Q3 2018Q3 20181
OLD MISSION CAPITAL, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Stack Financial Management, Inc 110.03%0.03%0.03%Q2 2020Q2 20201
FSB PREMIER WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
Blueprint Investment Partners LLC 110.12%0.12%0.12%Q2 2023Q2 20231
BLB&B Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Main Street Financial Solutions, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
SYON CAPITAL LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Headlands Technologies LLC 110.01%0.01%0.01%Q3 2023Q3 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
Aprio Wealth Management, LLC 110.63%0.63%0.63%Q3 2020Q3 20201
Parcion Private Wealth LLC 110.06%0.06%0.06%Q2 2022Q2 20221
McAdam, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
IAG Wealth Partners, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
SOMERVILLE KURT F 110.05%0.05%0.05%Q4 2021Q4 20211
Maryland Capital Management 110.13%0.13%0.13%Q3 2018Q3 20181
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q3 2022Q3 20221
BIRINYI ASSOCIATES INC 110.18%0.18%0.18%Q3 2018Q3 20181
BlueCrest Capital Management Ltd 110.03%0.03%0.03%Q1 2019Q1 20191
FIDUCIENT ADVISORS LLC 110.02%0.02%0.02%Q3 2023Q3 20231
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
Halpern Financial, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Cornell Pochily Investment Advisors, Inc. 110.10%0.10%0.10%Q4 2022Q4 20221
Blue Door Asset Management, LLC 112.89%2.89%2.89%Q4 2022Q4 20221
Mizuho Trust & Banking Co., Ltd. 1112.78%12.78%12.78%Q2 2019Q2 20191
LOGAN CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2022Q4 20221
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q3 2023Q3 20231
Semmax Financial Advisors Inc. 110.01%0.01%0.01%Q1 2019Q1 20191
Blume Capital Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Gallagher Benefit Services, Inc. 110.20%0.20%0.20%Q4 2022Q4 20221
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
FIRST INTERSTATE BANCSYSTEM INC 111.13%1.13%1.13%Q1 2021Q1 20211
CITY HOLDING CO 110.00%0.00%0.00%Q3 2023Q3 20231
Corient Capital Partners, LLC 110.22%0.22%0.22%Q4 2018Q4 20181
LEE JOHNSON CAPITAL MANAGEMENT, LLC 110.49%0.49%0.49%Q4 2021Q4 20211
WestHill Financial Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Sandy Cove Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Wealth Quarterback LLC 110.00%0.00%0.00%Q2 2021Q2 20211
ISLAY CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 111.35%1.35%1.35%Q3 2023Q3 20231
Windsor Advisory Group, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
HARTFORD INVESTMENT MANAGEMENT CO 111.67%1.67%1.67%Q4 2022Q4 20221
DOW CHEMICAL CO /DE/ 1110.28%10.28%10.28%Q1 2020Q1 20201
TNF LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Jessup Wealth Management, Inc 112.26%2.26%2.26%Q2 2023Q2 20231
Northstar Advisory Group, LLC 110.18%0.18%0.18%Q1 2022Q1 20221
ALTA CAPITAL MANAGEMENT LLC/ 110.01%0.01%0.01%Q4 2018Q4 20181
ANGELES WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
JUMP TRADING, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Worth Asset Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Pinnacle Family Advisors, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Highlander Capital Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
High Net Worth Advisory Group LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Somerset Group LLC 111.48%1.48%1.48%Q3 2018Q3 20181
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
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
PROVENCE WEALTH MANAGEMENT GROUP 110.06%0.06%0.06%Q3 2023Q3 20231
Regal Wealth Group, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Honeycomb Asset Management LP 111.20%1.20%1.20%Q1 2019Q1 20191
LGT Financial Advisors LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Roble, Belko & Company, Inc 110.01%0.01%0.01%Q2 2019Q2 20191
BCGM Wealth Management, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Principle Wealth Partners LLC 110.00%0.00%0.00%Q2 2020Q2 20201
IronBridge Private Wealth, LLC 114.77%4.77%4.77%Q1 2021Q1 20211
Carroll Investors, Inc 110.06%0.06%0.06%Q1 2022Q1 20221
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
BALLAST ADVISORS LLC 110.00%0.00%0.00%Q1 2023Q1 20231
PACIFIC FINANCIAL GROUP INC 110.53%0.53%0.53%Q3 2020Q3 20201
Sierra Capital LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Marks Wealth, LLC 116.57%6.57%6.57%Q4 2020Q4 20201
Anchor Investment Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Orca Investment Management, LLC 112.19%2.19%2.19%Q2 2019Q2 20191
LITTLE HOUSE CAPITAL LLC 113.05%3.05%3.05%Q1 2021Q1 20211
INSIGNEO ADVISORY SERVICES, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Nemes Rush Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
LINDEN ADVISORS LP 110.04%0.04%0.04%Q2 2019Q2 20191
Carmel Capital Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Financial Services Advisory Inc 110.67%0.67%0.67%Q3 2021Q3 20211
NORDEN GROUP LLC 110.32%0.32%0.32%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sentinus, LLC 110.22%0.22%0.22%Q2 2023Q2 20231
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Strategic Financial Concepts, LLC 110.13%0.13%0.13%Q1 2023Q1 20231
Apollon Wealth Management, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
MWA Asset Management 110.30%0.30%0.30%Q3 2023Q3 20231
Y-Intercept (Hong Kong) Ltd 110.04%0.04%0.04%Q2 2022Q2 20221
Pinz Capital Management, LP 112.39%2.39%2.39%Q2 2022Q2 20221
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Indiana Trust & Investment Management CO 110.00%0.00%0.00%Q3 2023Q3 20231
CAROLINAS WEALTH CONSULTING LLC 110.01%0.01%0.01%Q2 2022Q2 20221
PITCAIRN CO 110.14%0.14%0.14%Q4 2022Q4 20221
Howard Capital Management Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
Cardinal Point Capital Management ULC 110.07%0.07%0.07%Q1 2023Q1 20231
LFA - Lugano Financial Advisors SA 110.04%0.04%0.04%Q3 2023Q3 20231
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
JB Capital LLC 110.03%0.03%0.03%Q4 2022Q4 20221
FIL Ltd 110.01%0.01%0.01%Q3 2023Q3 20231
Greenland Capital Management LP 110.10%0.10%0.10%Q3 2023Q3 20231
FORTEM FINANCIAL GROUP, LLC 110.34%0.34%0.34%Q4 2021Q4 20211
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.03%0.03%0.03%Q2 2020Q2 20201
MERITAGE PORTFOLIO MANAGEMENT 110.58%0.58%0.58%Q3 2021Q3 20211
Mascoma Wealth Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
TFC Financial Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Ballentine Partners, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Kinloch Capital, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
RETIREMENT CAPITAL STRATEGIES 111.42%1.42%1.42%Q3 2023Q3 20231
Regent Peak Wealth Advisors LLC 110.02%0.02%0.02%Q4 2020Q4 20201
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Urban Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Highview Capital Management LLC/DE/ 110.24%0.24%0.24%Q4 2022Q4 20221
Compagnie Lombard Odier SCmA 110.00%0.00%0.00%Q1 2020Q1 20201
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 110.20%0.20%0.20%Q3 2023Q3 20231
Park Capital Group, Inc. 1117.15%17.15%17.15%Q1 2021Q1 20211
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Financial Advisors Network, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Privium Fund Management B.V. 110.39%0.39%0.39%Q2 2023Q2 20231
Oliver Luxxe Assets LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
Pine Valley Investments Ltd Liability Co 110.09%0.09%0.09%Q3 2023Q3 20231
STAPP WEALTH MANAGEMENT, PLLC 110.01%0.01%0.01%Q3 2022Q3 20221
JGP Global Gestao de Recursos Ltda. 110.19%0.19%0.19%Q4 2022Q4 20221
Capital Advisory Group Advisory Services, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q3 2020Q3 20201
ONTARIO TEACHERS PENSION PLAN BOARD 113.07%3.07%3.07%Q1 2021Q1 20211
Operose Advisors LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Curi Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
ALESCO ADVISORS LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Ground Swell Capital, LLC 111.59%1.59%1.59%Q1 2021Q1 20211
JUNCTURE WEALTH STRATEGIES, LLC 112.87%2.87%2.87%Q3 2018Q3 20181
United Community Bank 110.06%0.06%0.06%Q3 2023Q3 20231
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
FourThought Financial, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
NORTHWEST INVESTMENT COUNSELORS, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Capula Management Ltd 110.17%0.17%0.17%Q4 2020Q4 20201
Principal Street Partners, LLC 110.39%0.39%0.39%Q4 2019Q4 20191
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
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
Spartan Planning & Wealth Management 110.07%0.07%0.07%Q3 2023Q3 20231
3D ASSET MANAGEMENT, INC 110.10%0.10%0.10%Q3 2020Q3 20201
Columbus Macro, LLC 110.27%0.27%0.27%Q2 2021Q2 20211
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2020Q1 20201
Hedeker Wealth, LLC 110.59%0.59%0.59%Q4 2022Q4 20221
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
PROFESSIONAL ADVISORY SERVICES INC 110.18%0.18%0.18%Q4 2022Q4 20221
MAGNOLIA CAPITAL ADVISORS LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Truepoint, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
W.H. Cornerstone Investments Inc. 110.19%0.19%0.19%Q4 2022Q4 20221
OAK FAMILY ADVISORS, LLC 111.50%1.50%1.50%Q3 2023Q3 20231
EA Series Trust 110.13%0.13%0.13%Q2 2023Q2 20231
ADVISOR PARTNERS LLC 110.02%0.02%0.02%Q2 2021Q2 20211
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.05%0.05%0.05%Q1 2020Q1 20201
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Oxler Private Wealth LLC 110.05%0.05%0.05%Q3 2022Q3 20221
XR Securities LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Castle Rock Wealth Management, LLC 110.35%0.35%0.35%Q3 2018Q3 20181
Elm Partners Management LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Neuberger Berman Group LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Armor Investment Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q4 2021Q4 20211
INVESTMENT HOUSE LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
WealthStone, Inc. 110.02%0.02%0.02%Q2 2019Q2 20191
Locust Wood Capital Advisers 110.34%0.34%0.34%Q4 2018Q4 20181
Icon Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Focused Wealth Management, Inc 110.00%0.00%0.00%Q4 2022Q4 20221
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ELEVATUS WELATH MANAGEMENT 110.24%0.24%0.24%Q3 2023Q3 20231
PNC Managed Account Solutions, Inc. 114.52%4.52%4.52%Q2 2021Q2 20211
KHP Capital, LLC 111.93%1.93%1.93%Q3 2018Q3 20181
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
Intellectus Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Personal Wealth Partners 110.03%0.03%0.03%Q2 2021Q2 20211
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q1 2021Q1 20211
CPWM, LLC 110.14%0.14%0.14%Q2 2022Q2 20221
Certified Advisory Corp 110.00%0.00%0.00%Q2 2020Q2 20201
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
DRIVE WEALTH MANAGEMENT, LLC 110.74%0.74%0.74%Q4 2021Q4 20211
CAPITAL ONE, NATIONAL ASSOCIATION 110.50%0.50%0.50%Q4 2019Q4 20191
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 110.51%0.51%0.51%Q2 2023Q2 20231
QCM Cayman, Ltd. 110.44%0.44%0.44%Q3 2020Q3 20201
WELCH CAPITAL PARTNERS LLC/NY 111.08%1.08%1.08%Q3 2018Q3 20181
MILESTONE ASSET MANAGEMENT, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
NEXPOINT ASSET MANAGEMENT, L.P. 110.12%0.12%0.12%Q4 2019Q4 20191
BRYN MAWR TRUST Co 110.01%0.01%0.01%Q4 2019Q4 20191
Family Management Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Bernardo Wealth Planning LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Cooper Financial Group 110.24%0.24%0.24%Q4 2020Q4 20201
Highstreet Asset Management Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Castleview Partners, LLC 110.07%0.07%0.07%Q2 2021Q2 20211
WIN ADVISORS, INC 111.60%1.60%1.60%Q3 2023Q3 20231
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.04%0.04%0.04%Q2 2021Q2 20211
BluePath Capital Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Enterprise Trust & Investment Co 110.00%0.00%0.00%Q2 2022Q2 20221
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 111.21%1.21%1.21%Q1 2023Q1 20231
Arlington Partners LLC 110.01%0.01%0.01%Q4 2019Q4 20191
PAX Financial Group, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
Pinkerton Retirement Specialists, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SMI Advisory Services, LLC 111.48%1.48%1.48%Q3 2023Q3 20231
Perkins Coie Trust Co 110.01%0.01%0.01%Q3 2023Q3 20231
Beck Bode, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Ahrens Investment Partners LLC 110.07%0.07%0.07%Q1 2023Q1 20231
BOK Financial Private Wealth, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Altman Advisors, Inc. 110.18%0.18%0.18%Q3 2022Q3 20221
Redhawk Wealth Advisors, Inc. 110.67%0.67%0.67%Q2 2020Q2 20201
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q2 2019Q2 20191
Fortis Capital Management LLC 112.45%2.45%2.45%Q3 2022Q3 20221
Bullseye Investment Management, LLC 110.18%0.18%0.18%Q2 2022Q2 20221
5th Street Advisors, LLC 111.50%1.50%1.50%Q3 2023Q3 20231
Trustees of Dartmouth College 110.06%0.06%0.06%Q4 2018Q4 20181
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Princeton Global Asset Management LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Kerrisdale Advisers, LLC 113.56%3.56%3.56%Q3 2020Q3 20201
Gladius Capital Management LP 110.15%0.15%0.15%Q4 2020Q4 20201
Stuart Chaussee & Associates, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Cascadia Advisory Services, LLC 110.26%0.26%0.26%Q4 2019Q4 20191
FIRST FOUNDATION ADVISORS 110.06%0.06%0.06%Q4 2022Q4 20221
Manhattan West Asset Management, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
AMJ Financial Wealth Management 110.20%0.20%0.20%Q3 2020Q3 20201
My Personal CFO, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Retirement Group, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Premise Capital, LLC 111.47%1.47%1.47%Q2 2020Q2 20201
Prostatis Group LLC 110.08%0.08%0.08%Q2 2023Q2 20231
Grey Fox Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
CONNABLE OFFICE INC 110.44%0.44%0.44%Q3 2019Q3 20191
MRA Associates USA LLC 110.03%0.03%0.03%Q3 2019Q3 20191
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
STEEL GROVE CAPITAL ADVISORS, LLC 110.24%0.24%0.24%Q4 2018Q4 20181
Amundi 110.00%0.00%0.00%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
FIFTH LANE CAPITAL, LP 110.01%0.01%0.01%Q2 2022Q2 20221
Marietta Wealth Management, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Keel Point, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
EdgeRock Capital LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Empowered Funds, LLC 110.13%0.13%0.13%Q2 2023Q2 20231
Montecito Bank & Trust 110.05%0.05%0.05%Q4 2023Q4 20231
Litman Gregory Wealth Management LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Fiduciary Alliance LLC 110.02%0.02%0.02%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.