SELECT SECTOR SPDR TR shareholder history

Current and past SELECT SECTOR SPDR TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 31310.00%0.00%0.01%Q1 2016Q3 202383
Citadel Advisors 29290.00%0.00%0.01%Q3 2016Q3 202377
Cutler Group LLC / CA 2170.00%0.01%0.07%Q3 2016Q3 202368
WOLVERINE TRADING, LLC 1020.00%0.00%0.02%Q3 2016Q3 202361
GOLDMAN SACHS GROUP INC 29290.00%0.01%0.03%Q3 2016Q3 202349
JANE STREET GROUP, LLC 1130.00%0.00%0.01%Q1 2016Q3 202348
BARCLAYS PLC 16150.00%0.00%0.01%Q4 2015Q3 202344
BANK OF AMERICA CORP /DE/ 31310.00%0.07%0.18%Q1 2016Q3 202339
BNP PARIBAS FINANCIAL MARKETS 29290.00%0.02%0.13%Q3 2016Q3 202337
WELLS FARGO & COMPANY/MN 29290.00%0.02%0.06%Q3 2016Q3 202331
UBS Group AG 3010.00%0.01%0.03%Q4 2015Q3 202331
HighTower Advisors, LLC 29290.00%0.05%0.09%Q3 2016Q3 202331
Creative Planning 29290.00%0.06%0.69%Q3 2016Q3 202331
CHEMUNG CANAL TRUST CO 30300.40%1.32%2.69%Q3 2016Q4 202330
JPMORGAN CHASE & CO 30300.00%0.00%0.01%Q2 2016Q3 202330
IFP Advisors, Inc 17130.01%0.04%0.15%Q1 2016Q3 202330
Janney Montgomery Scott LLC 29290.00%0.01%0.02%Q3 2016Q3 202329
St. Johns Investment Management Company, LLC 29290.01%0.05%0.16%Q3 2016Q3 202329
RAYMOND JAMES & ASSOCIATES 29290.00%0.01%0.02%Q3 2016Q3 202329
NORTHERN TRUST CORP 29290.00%0.00%0.00%Q3 2016Q3 202329
WHITTIER TRUST CO 29290.00%0.00%0.01%Q3 2016Q3 202329
PROFFITT & GOODSON INC 29290.25%0.49%1.53%Q3 2016Q3 202329
Cambridge Investment Research Advisors, Inc. 29290.00%0.04%0.14%Q3 2016Q3 202329
Allworth Financial LP 29290.00%0.03%0.18%Q3 2016Q3 202329
PNC FINANCIAL SERVICES GROUP, INC. 29290.00%0.04%0.11%Q3 2016Q3 202329
BAILARD, INC. 29290.07%0.12%0.32%Q3 2016Q3 202329
STIFEL FINANCIAL CORP 29290.00%0.01%0.02%Q3 2016Q3 202329
LPL Financial LLC 29290.01%0.08%0.23%Q3 2016Q3 202329
BlackRock Inc. 29290.00%0.01%0.07%Q3 2016Q3 202329
KCM INVESTMENT ADVISORS LLC 29290.01%0.09%0.22%Q3 2016Q3 202329
Bank of New York Mellon Corp 29290.00%0.00%0.00%Q3 2016Q3 202329
Bollard Group LLC 29290.00%0.00%0.00%Q3 2016Q3 202329
CITIGROUP INC 29290.00%0.01%0.08%Q3 2016Q3 202329
MONETARY MANAGEMENT GROUP INC 29290.09%0.12%0.17%Q3 2016Q3 202329
FIRST NATIONAL TRUST CO 29290.03%0.19%0.54%Q3 2016Q3 202329
ENVESTNET ASSET MANAGEMENT INC 29290.00%0.03%0.04%Q3 2016Q3 202329
First Horizon Advisors, Inc. 29290.01%0.01%0.02%Q3 2016Q3 202329
D.A. DAVIDSON & CO. 29290.00%0.01%0.01%Q3 2016Q3 202329
AlphaMark Advisors, LLC 29290.01%0.55%1.51%Q3 2016Q3 202329
US BANCORP \DE\ 29290.00%0.00%0.02%Q3 2016Q3 202329
FMR LLC 29290.00%0.00%0.02%Q3 2016Q3 202329
OLD NATIONAL BANCORP /IN/ 29290.08%0.31%0.58%Q3 2016Q3 202329
ASSETMARK, INC 29290.00%0.05%0.26%Q3 2016Q3 202329
SPINNAKER TRUST 29290.02%0.28%0.82%Q3 2016Q3 202329
BENJAMIN F. EDWARDS & COMPANY, INC. 29290.00%0.02%0.05%Q3 2016Q3 202329
ARROW FINANCIAL CORP 29290.00%0.02%0.16%Q3 2016Q3 202329
BAR HARBOR WEALTH MANAGEMENT 29290.18%0.26%0.32%Q3 2016Q3 202329
Jacobi Capital Management LLC 29290.00%0.03%0.06%Q3 2016Q3 202329
Boltwood Capital Management 29290.27%0.47%0.68%Q4 2016Q4 202329
MORGAN STANLEY 29290.01%0.02%0.03%Q3 2016Q3 202329
NBT BANK N A /NY 29290.04%0.31%0.40%Q3 2016Q3 202329
Raymond James Financial Services Advisors, Inc. 29290.00%0.02%0.04%Q3 2016Q3 202329
COMMERCE BANK 29290.00%0.00%0.01%Q3 2016Q3 202329
FIFTH THIRD BANCORP 29290.00%0.00%0.01%Q3 2016Q3 202329
Sandy Spring Bank 29290.00%0.01%0.07%Q3 2016Q3 202329
ROYAL BANK OF CANADA 29290.00%0.00%0.01%Q3 2016Q3 202329
CENTRAL TRUST Co 29290.00%0.02%0.08%Q3 2016Q3 202329
MARTIN & CO INC /TN/ 29290.18%0.26%0.32%Q3 2016Q3 202329
WHITTIER TRUST CO OF NEVADA INC 29290.00%0.01%0.01%Q3 2016Q3 202329
Highlander Capital Management, LLC 29290.00%0.00%0.00%Q3 2016Q3 202329
THOMPSON SIEGEL & WALMSLEY LLC 29290.00%0.00%0.00%Q3 2016Q3 202329
Harel Insurance Investments & Financial Services Ltd. 29290.00%0.93%3.40%Q3 2016Q3 202329
SG Americas Securities, LLC 29290.00%0.06%0.20%Q3 2016Q3 202329
Mechanics Bank Trust Department 29290.04%0.11%0.18%Q3 2016Q3 202329
Private Advisor Group, LLC 29290.01%0.05%0.21%Q3 2016Q3 202329
Geneos Wealth Management Inc. 29290.01%0.15%0.42%Q3 2016Q3 202329
Lowe Wealth Advisors, LLC 28280.00%0.00%0.00%Q3 2016Q2 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.58%0.99%1.63%Q4 2016Q3 202328
Banco Santander, S.A. 28280.00%0.01%0.04%Q4 2016Q3 202328
MML INVESTORS SERVICES, LLC 2620.01%0.08%0.67%Q3 2016Q3 202328
MILLENNIUM MANAGEMENT LLC 1010.00%0.01%0.03%Q3 2016Q3 202328
Roundview Capital LLC 28280.04%0.07%0.10%Q4 2016Q3 202328
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 28280.03%1.34%3.69%Q4 2016Q3 202328
WEBSTER BANK, N. A. 28280.00%0.00%0.00%Q4 2016Q3 202328
Veritable, L.P. 28280.04%0.08%0.17%Q3 2016Q2 202328
WBH ADVISORY INC 2530.24%0.43%0.56%Q3 2016Q3 202328
Rothschild Capital Partners, LLC 2710.43%1.64%2.98%Q3 2016Q3 202328
Abbrea Capital, LLC 28280.08%0.13%0.22%Q4 2016Q3 202328
BANK OF MONTREAL /CAN/ 2620.00%0.00%0.02%Q3 2016Q3 202328
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28280.00%0.00%0.00%Q4 2016Q3 202328
Endurance Wealth Management, Inc. 28280.01%0.02%0.03%Q3 2016Q2 202328
Atria Investments, Inc 28280.03%0.07%0.18%Q4 2016Q3 202328
GLENMEDE TRUST CO NA 2080.00%0.00%0.00%Q3 2016Q3 202328
DUNCKER STREETT & CO INC 16120.00%0.00%0.01%Q3 2016Q3 202328
AMERIPRISE FINANCIAL INC 28280.00%0.02%0.04%Q4 2016Q3 202328
M&T BANK CORP 15130.01%0.03%0.06%Q3 2016Q3 202328
CWM, LLC 2080.00%0.01%0.05%Q3 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.00%0.04%0.25%Q4 2016Q3 202328
First National Bank of Hutchinson 2170.09%0.20%0.27%Q3 2016Q3 202328
ALPS ADVISORS INC 2260.10%0.16%0.25%Q3 2016Q3 202328
Advisory Services Network, LLC 2710.01%0.03%0.11%Q3 2016Q3 202328
BLAIR WILLIAM & CO/IL 27270.00%0.00%0.01%Q1 2017Q3 202327
Pacific Center for Financial Services 2430.00%0.17%0.60%Q4 2016Q3 202327
Callan Capital, LLC 27270.10%0.27%0.56%Q1 2017Q3 202327
AllSquare Wealth Management LLC 2520.00%0.00%0.00%Q4 2016Q3 202327
Global Retirement Partners, LLC 2070.00%0.07%0.18%Q4 2016Q3 202327
ALBION FINANCIAL GROUP /UT 17100.67%1.34%1.69%Q4 2016Q3 202327
FIRST UNITED BANK & TRUST 27270.23%0.49%1.12%Q1 2017Q3 202327
HUNTINGTON NATIONAL BANK 25250.00%0.00%0.01%Q3 2017Q3 202327
CREDIT SUISSE AG/ 2410.00%0.00%0.01%Q3 2016Q3 202326
Crescent Grove Advisors, LLC 26260.03%0.06%0.16%Q2 2017Q3 202326
PRIO WEALTH LIMITED PARTNERSHIP 14120.01%0.01%0.02%Q3 2016Q1 202326
IHT Wealth Management, LLC 2060.00%0.18%1.20%Q4 2016Q3 202326
FIL Ltd 2210.00%0.00%0.00%Q3 2016Q3 202326
Swan Global Investments, LLC 26260.48%1.03%1.69%Q2 2017Q3 202326
Baird Financial Group, Inc. 1960.01%0.03%0.12%Q3 2016Q3 202325
BDO Wealth Advisors, LLC 25250.00%0.00%0.01%Q2 2017Q2 202325
Jackson, Grant Investment Advisers, Inc. 25250.00%0.00%0.01%Q3 2016Q3 202225
Parallax Volatility Advisers, L.P. 1210.00%0.00%0.04%Q3 2016Q3 202325
CAPTRUST FINANCIAL ADVISORS 13120.00%0.01%0.14%Q4 2016Q2 202325
MUFG Americas Holdings Corp 25250.00%0.00%0.01%Q3 2016Q3 202225
Bogart Wealth, LLC 25250.00%0.13%1.70%Q3 2017Q3 202325
Moisand Fitzgerald Tamayo, LLC 25250.00%0.00%0.00%Q3 2017Q3 202325
Focused Wealth Management, Inc 1810.00%0.02%0.35%Q3 2016Q3 202325
AGF INVESTMENTS INC. 25250.05%0.14%0.32%Q3 2016Q3 202225
Simmons Bank 1960.02%0.04%0.08%Q3 2016Q3 202325
Migdal Insurance & Financial Holdings Ltd. 2230.00%0.01%0.04%Q4 2016Q1 202325
Westside Investment Management, Inc. 1510.00%0.01%0.10%Q4 2016Q3 202325
Venturi Wealth Management, LLC 25250.02%0.41%1.44%Q3 2017Q3 202325
AdvisorNet Financial, Inc 24240.00%0.01%0.06%Q4 2017Q3 202324
PLIMOTH TRUST CO LLC 24240.07%0.10%0.12%Q4 2017Q3 202324
Patriot Financial Group Insurance Agency, LLC 2310.00%0.01%0.06%Q4 2016Q1 202324
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1330.02%1.49%3.91%Q4 2016Q2 202324
CITIZENS FINANCIAL GROUP INC/RI 1680.00%0.02%0.12%Q3 2016Q3 202324
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 24240.10%0.21%0.32%Q4 2017Q3 202324
Capital Investment Advisors, LLC 24240.01%0.05%0.45%Q3 2016Q2 202224
JAMES INVESTMENT RESEARCH INC 1860.00%0.13%0.60%Q3 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.04%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Front Row Advisors LLC 24240.00%0.05%0.06%Q4 2017Q3 202324
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 2210.00%0.01%0.17%Q3 2016Q1 202323
Mount Yale Investment Advisors, LLC 23230.05%0.08%0.11%Q1 2018Q3 202323
Tower Research Capital LLC (TRC) 910.00%0.21%1.17%Q3 2016Q3 202323
HSBC HOLDINGS PLC 1520.00%0.00%0.01%Q3 2016Q4 202223
Nelson Capital Management, LLC 1810.00%0.21%1.05%Q3 2016Q3 202323
1834 INVESTMENT ADVISORS CO 23230.00%0.02%0.09%Q4 2016Q2 202223
CARRET ASSET MANAGEMENT, LLC 23230.04%0.07%0.12%Q1 2018Q3 202323
OPPENHEIMER & CO INC 2010.01%0.04%0.22%Q3 2016Q3 202323
Gemmer Asset Management LLC 23230.00%0.00%0.00%Q3 2016Q1 202223
CULLEN/FROST BANKERS, INC. 1940.00%0.00%0.01%Q3 2016Q3 202323
Tortoise Investment Management, LLC 2030.00%0.00%0.00%Q3 2016Q3 202323
Evercore Wealth Management, LLC 1760.00%0.02%0.04%Q3 2016Q3 202323
FLAGSHIP HARBOR ADVISORS, LLC 22220.03%0.15%1.27%Q2 2018Q3 202322
CX Institutional 22220.00%0.20%0.70%Q2 2018Q3 202322
Capital Advisors, Ltd. LLC 1570.00%0.17%0.31%Q3 2016Q3 202322
Cypress Capital Management LLC (WY) 22220.02%0.10%0.30%Q3 2016Q4 202122
Stratos Wealth Partners, LTD. 1710.01%0.03%0.07%Q1 2017Q3 202322
United Asset Strategies, Inc. 810.04%0.22%0.66%Q3 2016Q3 202322
KEYBANK NATIONAL ASSOCIATION/OH 1810.00%0.03%0.08%Q3 2016Q3 202322
J.P. Morgan Private Wealth Advisors LLC 22220.00%0.01%0.13%Q2 2018Q3 202322
ATLAS CAPITAL ADVISORS LLC 12100.00%0.01%0.02%Q1 2018Q3 202322
Global Trust Asset Management, LLC 22220.01%0.15%0.62%Q2 2018Q3 202322
Rockefeller Capital Management L.P. 1930.00%0.03%0.09%Q1 2018Q3 202322
Carroll Financial Associates, Inc. 22220.00%0.01%0.09%Q3 2016Q4 202122
BESSEMER GROUP INC 1720.00%0.00%0.02%Q3 2016Q3 202321
Pinnacle Bancorp, Inc. 2010.00%0.00%0.00%Q1 2017Q3 202321
TWO SIGMA SECURITIES, LLC 610.00%0.10%0.65%Q3 2016Q3 202321
Financial Architects, Inc 1740.01%0.26%0.48%Q3 2016Q1 202221
FIRST HAWAIIAN BANK 21210.01%0.03%0.05%Q3 2018Q3 202321
CREATIVE FINANCIAL DESIGNS INC /ADV 1740.00%0.39%0.81%Q4 2016Q3 202321
Avior Wealth Management, LLC 11100.00%0.16%0.83%Q3 2016Q3 202321
Astor Investment Management LLC 1310.14%0.90%2.39%Q4 2016Q2 202221
Psagot Value Holdings Ltd. 21210.01%0.90%1.53%Q3 2016Q3 202121
HOLLENCREST CAPITAL MANAGEMENT 1410.02%0.03%0.04%Q3 2016Q3 202321
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1330.00%0.00%0.01%Q3 2016Q1 202221
Trust Co 2010.01%0.48%1.29%Q3 2016Q3 202321
NEXT Financial Group, Inc 1470.00%0.03%0.07%Q1 2016Q4 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.04%0.08%Q3 2018Q3 202321
Rock Creek Group, LP 21210.01%0.44%1.21%Q3 2018Q3 202321
REGIONS FINANCIAL CORP 1120.00%0.01%0.04%Q3 2016Q3 202321
WEDBUSH SECURITIES INC 21210.01%0.08%0.22%Q2 2018Q2 202321
DEUTSCHE BANK AG\ 21210.00%0.00%0.00%Q1 2018Q1 202321
Magnus Financial Group LLC 20200.11%0.23%0.35%Q4 2018Q3 202320
Larson Financial Group LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Money Design Co.,Ltd. 20201.29%1.99%2.60%Q4 2018Q3 202320
PATHSTONE FAMILY OFFICE, LLC 1430.03%0.14%0.30%Q1 2017Q3 202320
Texas Yale Capital Corp. 20200.02%0.03%0.04%Q4 2018Q3 202320
Eukles Asset Management 20200.00%0.00%0.00%Q4 2018Q3 202320
Sigma Planning Corp 20200.01%0.04%0.10%Q4 2018Q3 202320
Bartlett & Co. LLC 810.00%0.01%0.03%Q3 2016Q4 202320
Cetera Advisor Networks LLC 1520.01%0.06%0.25%Q3 2016Q3 202320
Sargent Bickham Lagudis LLC 1210.00%0.00%0.03%Q3 2016Q4 202220
Ironwood Financial, llc 20200.01%0.01%0.02%Q4 2016Q3 202120
Valeo Financial Advisors, LLC 1910.01%0.02%0.04%Q3 2017Q1 202320
Laurel Wealth Advisors LLC 20200.03%0.05%0.08%Q4 2018Q3 202320
AE Wealth Management LLC 1710.00%0.06%0.17%Q3 2018Q3 202320
Sterling Investment Advisors, Ltd. 1370.00%0.00%0.01%Q1 2017Q2 202220
Ayalon Insurance Comp Ltd. 1320.00%0.47%2.56%Q4 2017Q3 202320
Archer Investment Corp 20200.00%0.01%0.04%Q4 2018Q3 202320
ENTERPRISE FINANCIAL SERVICES CORP 20200.00%0.00%0.01%Q3 2016Q2 202120
Edmonds Duncan Registered Investment Advisors, LLC 20200.09%0.13%0.24%Q4 2018Q3 202320
Covington Capital Management 20200.00%0.00%0.00%Q3 2017Q2 202220
American Portfolios Advisors 20200.01%0.01%0.03%Q4 2017Q3 202220
FIRST INTERSTATE BANK 1090.01%0.65%1.20%Q4 2018Q3 202319
TCI Wealth Advisors, Inc. 1810.00%0.00%0.01%Q3 2016Q3 202119
Wealthcare Advisory Partners LLC 910.00%0.01%0.05%Q3 2017Q3 202319
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 1090.04%0.10%0.46%Q3 2016Q1 202219
EDMOND DE ROTHSCHILD HOLDING S.A. 1090.00%0.05%0.11%Q3 2016Q1 202319
AVANTAX ADVISORY SERVICES, INC. 19190.01%0.12%0.24%Q1 2019Q3 202319
Mirae Asset Global Investments Co., Ltd. 19190.00%0.04%0.12%Q1 2019Q3 202319
AGF Investments LLC 19190.00%0.87%2.93%Q1 2018Q3 202219
PINNACLE FINANCIAL PARTNERS INC 1450.00%0.01%0.04%Q1 2018Q3 202319
TRUST CO OF OKLAHOMA 1360.36%0.42%0.48%Q4 2018Q3 202319
Cornerstone Wealth Management, LLC 1010.03%0.09%0.14%Q3 2016Q3 202319
Lenox Wealth Advisors, LLC 1810.00%0.00%0.01%Q3 2016Q1 202219
Trek Financial, LLC 19190.06%0.23%0.53%Q1 2019Q3 202319
Certified Advisory Corp 1110.00%0.31%1.03%Q4 2017Q3 202319
BANK OF THE WEST 1360.02%0.05%0.11%Q1 2017Q4 202219
Investors Research Corp 19190.00%0.00%0.00%Q1 2019Q3 202319
Cribstone Capital Management, LLC 1510.00%0.57%1.21%Q3 2016Q4 202219
FIRST MERCHANTS CORP 19190.10%0.28%0.56%Q1 2019Q3 202319
TSFG, LLC 19190.01%0.03%0.09%Q1 2019Q3 202319
Mount Lucas Management LP 760.00%1.39%3.02%Q3 2016Q1 202219
1ST SOURCE BANK 19190.04%0.14%0.23%Q1 2019Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.00%0.00%0.01%Q3 2018Q3 202319
Aspire Private Capital, LLC 1720.00%0.17%2.95%Q4 2018Q3 202319
CENTAURUS FINANCIAL, INC. 1080.01%0.14%0.34%Q2 2018Q3 202318
Plante Moran Financial Advisors, LLC 1710.00%0.02%0.03%Q3 2016Q3 202318
Beaumont Financial Partners, LLC 710.08%0.39%0.86%Q3 2016Q4 202118
Parallel Advisors, LLC 610.00%0.00%0.01%Q4 2016Q3 202318
Livingston Group Asset Management CO (operating as Southport Capital Management) 1510.04%0.14%0.29%Q3 2016Q4 202118
CONNING INC. 18180.01%0.01%0.01%Q2 2019Q3 202318
Balentine LLC 1260.00%0.00%0.00%Q3 2016Q3 202318
Truvestments Capital LLC 810.00%0.03%0.06%Q3 2018Q3 202318
Oakworth Capital, Inc. 18180.00%0.00%0.00%Q3 2016Q4 202018
Realta Investment Advisors 1440.00%0.09%0.15%Q1 2019Q3 202318
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 17170.00%0.04%0.08%Q2 2017Q2 202117
Capital Advisory Group Advisory Services, LLC 1520.00%0.01%0.02%Q1 2018Q2 202217
Bedel Financial Consulting, Inc. 17170.01%0.01%0.02%Q1 2018Q1 202217
Pacifica Partners Inc. 17170.00%0.00%0.00%Q4 2019Q4 202317
Hudock, Inc. 17170.00%0.00%0.01%Q3 2016Q3 202017
Sound Income Strategies, LLC 1160.00%0.09%0.18%Q4 2017Q3 202317
1832 Asset Management L.P. 1110.00%0.01%0.04%Q3 2017Q3 202317
Trust Asset Management LLC 17170.08%0.87%1.31%Q3 2019Q3 202317
First Allied Advisory Services, Inc. 17170.01%0.02%0.06%Q3 2016Q3 202017
Pinnacle Advisory Group, Inc. 17170.04%0.60%1.86%Q4 2016Q4 202017
Kingsview Wealth Management, LLC 620.01%0.60%1.07%Q2 2018Q3 202317
HRT FINANCIAL LP 610.02%0.48%6.18%Q3 2016Q3 202317
Global Wealth Management Investment Advisory, Inc. 1520.00%0.01%0.02%Q4 2018Q3 202317
AMG National Trust Bank 1430.01%0.02%0.04%Q3 2016Q3 202317
Flaharty Asset Management, LLC 1610.00%0.27%1.85%Q4 2016Q3 202317
CHILTON CAPITAL MANAGEMENT LLC 610.00%0.03%0.06%Q3 2016Q3 202317
Anchor Investment Management, LLC 17170.00%0.00%0.00%Q3 2016Q3 202017
Robertson Stephens Wealth Management, LLC 17170.05%0.09%0.17%Q3 2019Q3 202317
Private Capital Group, LLC 980.00%0.00%0.00%Q4 2017Q2 202217
UNITED CAPITAL FINANCIAL ADVISORS, LLC 650.00%0.02%0.08%Q3 2016Q2 202317
Court Place Advisors, LLC 1420.08%0.11%0.19%Q3 2016Q3 202016
Keebeck Wealth Management, LLC 16160.06%0.19%0.50%Q4 2019Q3 202316
HALL LAURIE J TRUSTEE 920.01%0.01%0.01%Q4 2017Q2 202316
Laidlaw Wealth Management LLC 16160.08%0.14%0.27%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.04%0.28%1.41%Q4 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.07%0.54%Q2 2019Q3 202316
Advanced Asset Management Advisors Inc 16160.00%0.01%0.05%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.02%0.08%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.00%0.00%0.00%Q4 2019Q3 202316
Gradient Investments LLC 710.00%0.00%0.00%Q3 2016Q3 202316
Parkside Financial Bank & Trust 1410.00%0.01%0.06%Q3 2016Q3 202316
River Wealth Advisors LLC 1330.01%0.15%0.21%Q2 2018Q3 202316
FINANCIAL COUNSELORS INC 1060.01%0.01%0.02%Q4 2016Q2 202116
StrongBox Wealth, LLC 16162.10%3.07%3.55%Q1 2020Q4 202316
RVW Wealth, LLC 16160.12%0.17%0.30%Q1 2020Q4 202316
Integrated Wealth Concepts LLC 1420.01%0.04%0.14%Q3 2019Q3 202316
Winch Advisory Services, LLC 1510.00%0.00%0.02%Q3 2016Q3 202316
Country Club Trust Company, n.a. 1110.03%0.05%0.12%Q3 2016Q4 202116
Kore Private Wealth LLC 16160.11%0.16%0.29%Q4 2018Q3 202216
Old North State Trust, LLC 730.00%0.04%0.07%Q3 2018Q1 202316
Sequent Asset Management, LLC 970.18%0.37%0.59%Q3 2016Q1 202316
WINTRUST INVESTMENTS LLC 1110.02%0.05%0.07%Q1 2017Q4 202216
Virtu Financial LLC 610.02%0.25%0.72%Q3 2016Q3 202316
TIAA, FSB 16160.00%0.01%0.03%Q3 2019Q2 202316
Capital Analysts, LLC 880.00%0.12%0.39%Q3 2016Q3 202316
LADENBURG THALMANN FINANCIAL SERVICES INC. 16160.00%0.02%0.03%Q1 2016Q4 201916
American Financial Advisors, LLC 15151.18%1.65%2.90%Q1 2020Q3 202315
STATE STREET CORP 820.00%0.00%0.01%Q3 2016Q3 202215
BOYS ARNOLD & CO INC 15150.12%0.18%0.23%Q3 2016Q1 202015
Community Bank, N.A. 1230.00%0.00%0.01%Q3 2016Q3 202015
Foothills Asset Management, Ltd. 15150.25%0.35%0.45%Q3 2016Q1 202015
OSAIC HOLDINGS, INC. 15150.01%0.03%0.07%Q1 2020Q3 202315
F3Logic, LLC 1050.04%0.28%0.58%Q4 2018Q4 202215
RFG Advisory, LLC 15150.08%0.21%0.33%Q1 2020Q3 202315
HAMEL ASSOCIATES, INC. 15150.09%2.92%3.85%Q1 2019Q3 202215
Capital Investment Advisory Services, LLC 870.00%0.01%0.03%Q4 2018Q3 202315
HBW ADVISORY SERVICES LLC 1410.12%0.15%0.22%Q4 2019Q3 202315
WealthShield Partners, LLC 410.00%0.06%0.66%Q4 2017Q3 202315
ATTICUS WEALTH MANAGEMENT, LLC 15150.01%0.21%0.42%Q1 2020Q3 202315
REAL ESTATE MANAGEMENT SERVICES LLC 820.23%1.85%3.13%Q1 2017Q4 202115
Graypoint LLC 15150.32%0.44%0.72%Q1 2020Q3 202315
Cetera Advisors LLC 1010.00%0.03%0.06%Q3 2016Q3 202315
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 630.00%0.07%0.12%Q3 2016Q3 202215
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1140.00%0.08%0.12%Q2 2019Q3 202315
FIRST MANHATTAN CO. LLC. 1140.00%0.00%0.00%Q4 2016Q3 202315
WOODMONT INVESTMENT COUNSEL LLC 1410.00%0.40%0.60%Q3 2016Q3 202315
MEITAV INVESTMENT HOUSE LTD 1110.01%0.13%0.56%Q3 2018Q3 202315
Cranbrook Wealth Management, LLC 15150.06%0.11%0.12%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.02%0.04%Q2 2016Q4 201915
Marquette Asset Management, LLC 15150.08%0.10%0.13%Q3 2016Q1 202015
TOMPKINS FINANCIAL CORP 810.00%0.00%0.00%Q4 2019Q4 202315
GREAT VALLEY ADVISOR GROUP, INC. 15150.01%0.06%0.19%Q1 2020Q3 202315
WHALEROCK POINT PARTNERS, LLC 14140.15%0.21%0.26%Q2 2020Q3 202314
Fieldpoint Private Securities, LLC 770.00%0.09%0.18%Q3 2018Q2 202214
Financial Advocates Investment Management 1210.02%0.10%0.70%Q3 2019Q3 202314
Chesley Taft & Associates LLC 14140.16%0.17%0.18%Q2 2020Q3 202314
Avitas Wealth Management LLC 14140.05%0.07%0.09%Q2 2020Q3 202314
JFS WEALTH ADVISORS, LLC 1010.00%0.14%0.26%Q3 2016Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
IAG Wealth Partners, LLC 14140.01%0.07%0.17%Q2 2020Q3 202314
SIMPLEX TRADING, LLC 510.00%0.00%0.01%Q2 2016Q3 202214
HHM Wealth Advisors, LLC 14140.00%0.09%0.29%Q2 2020Q3 202314
CAPITAL INSIGHT PARTNERS, LLC 14140.13%1.06%1.76%Q2 2020Q3 202314
OPTIMUM INVESTMENT ADVISORS 810.00%0.00%0.01%Q1 2018Q1 202314
SYNOVUS FINANCIAL CORP 1040.00%0.00%0.01%Q3 2016Q2 202014
ACCURATE INVESTMENT SOLUTIONS, INC. 14140.00%0.00%0.00%Q3 2016Q4 201914
Zurich Insurance Group Ltd/FI 1220.00%0.02%0.03%Q1 2020Q3 202314
Equitable Holdings, Inc. 1220.01%0.05%0.12%Q4 2019Q3 202314
FOSTER & MOTLEY INC 14140.04%0.23%0.28%Q2 2020Q3 202314
Snowden Capital Advisors LLC 510.00%0.03%0.05%Q1 2017Q2 202314
Belpointe Asset Management LLC 910.01%0.06%0.36%Q2 2018Q1 202314
Cordasco Financial Network 14140.01%0.01%0.01%Q4 2018Q1 202214
Global Financial Private Capital, Inc 14140.01%0.14%1.20%Q1 2017Q2 202014
Rosenberg Matthew Hamilton 14140.00%0.00%0.00%Q2 2020Q3 202314
Wagner Wealth Management, LLC 1040.00%0.00%0.01%Q4 2017Q1 202314
Wealth Advisory Solutions, LLC 860.00%0.25%0.55%Q4 2019Q2 202314
QUEST INVESTMENT MANAGEMENT LLC 14140.06%0.55%1.09%Q3 2019Q4 202214
Financial Partners Group, Inc 14140.06%0.11%0.14%Q2 2020Q3 202314
EVERGREEN CAPITAL MANAGEMENT LLC 14140.06%0.09%0.14%Q2 2020Q3 202314
Pinkerton Retirement Specialists, LLC 14140.11%0.24%0.38%Q2 2020Q3 202314
J Arnold Wealth Management Co 14140.00%0.04%0.24%Q4 2019Q1 202314
Lehman & Derafelo Financial Resources LLC 1220.00%0.00%0.00%Q4 2018Q3 202214
Ellis Investment Partners, LLC 14140.04%0.05%0.05%Q2 2019Q3 202214
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14140.01%0.02%0.04%Q2 2020Q3 202314
Madden Advisory Services, Inc. 1010.08%0.18%0.25%Q3 2016Q2 202314
Fusion Family Wealth LLC 14140.00%0.01%0.07%Q4 2016Q1 202014
B. Riley Wealth Advisors, Inc. 1130.01%0.04%0.15%Q3 2016Q3 202314
Aveo Capital Partners, LLC 14140.06%0.49%1.39%Q2 2020Q3 202314
British Airways Pensions Investment Management Ltd 13131.39%1.88%2.45%Q1 2018Q1 202113
SUNTRUST BANKS INC 13130.00%0.01%0.01%Q3 2016Q3 201913
Hexagon Capital Partners LLC 13130.01%0.04%0.06%Q3 2020Q3 202313
tru Independence LLC 1110.00%0.13%0.18%Q4 2019Q3 202313
Estate Counselors, LLC 1210.10%0.40%0.56%Q3 2016Q3 202313
Founders Financial Alliance, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
BALLAST ADVISORS LLC 13130.04%0.34%0.42%Q3 2020Q3 202313
Key FInancial Inc 1210.00%0.00%0.00%Q1 2020Q3 202313
Bank Julius Baer & Co. Ltd, Zurich 13130.00%0.00%0.01%Q1 2020Q1 202313
ASSOCIATED BANC-CORP 1030.01%0.03%0.04%Q3 2016Q3 202313
Atlas Private Wealth Advisors 13130.16%1.02%2.34%Q2 2020Q2 202313
Newbridge Financial Services Group, Inc. 13130.01%0.01%0.03%Q3 2020Q3 202313
Qube Research & Technologies Ltd 1010.00%0.04%0.16%Q1 2020Q3 202313
MFA WEALTH ADVISORS, LLC 1030.32%0.81%3.12%Q4 2019Q2 202313
DOW CHEMICAL CO /DE/ 910.24%1.81%9.39%Q3 2016Q1 202013
Mutual Advisors, LLC 13130.03%0.13%0.25%Q3 2020Q3 202313
Blue Chip Partners, LLC 1210.07%0.50%1.84%Q1 2020Q3 202313
Walleye Trading LLC 210.00%0.00%0.00%Q3 2016Q2 202313
55I, LLC 1030.03%0.06%0.17%Q2 2019Q3 202213
Barber Financial Group, Inc. 13130.04%0.05%0.07%Q1 2020Q1 202313
Financial Gravity Asset Management, Inc. 1030.00%0.06%0.14%Q1 2019Q3 202313
Hanlon Investment Management, Inc. 720.52%0.83%2.77%Q2 2017Q2 202213
LexAurum Advisors, LLC 13130.36%0.42%0.53%Q3 2020Q3 202313
PSI Advisors, LLC 1210.00%2.20%2.98%Q4 2019Q3 202313
Ancora Advisors LLC 1210.00%0.00%0.01%Q4 2016Q3 202313
ADVANTAGE INVESTMENT MANAGEMENT, LLC 13130.01%0.02%0.04%Q3 2016Q3 201913
COMMERZBANK AKTIENGESELLSCHAFT /FI 13130.00%0.01%0.02%Q3 2016Q3 201913
CIBC WORLD MARKET INC. 710.00%0.00%0.01%Q1 2019Q3 202313
Mariner, LLC 1210.02%0.05%0.07%Q3 2016Q3 202313
GeoWealth Management, LLC 13130.00%0.10%0.50%Q3 2020Q3 202313
Clearstead Advisors, LLC 940.00%0.01%0.02%Q1 2020Q3 202313
QCI ASSET MANAGEMENT INC/NY 12120.00%0.00%0.00%Q3 2016Q2 201912
COMMUNITY TRUST & INVESTMENT CO 12120.02%0.20%0.28%Q4 2020Q3 202312
MONETA GROUP INVESTMENT ADVISORS LLC 1110.00%0.02%0.03%Q2 2018Q3 202312
MMA ASSET MANAGEMENT LLC 12120.16%0.54%1.74%Q4 2020Q3 202312
NewEdge Advisors, LLC 1020.02%0.03%0.05%Q2 2020Q3 202312
Cetera Investment Advisers 12120.01%0.04%0.09%Q4 2020Q3 202312
COUNTRY TRUST BANK 930.00%0.26%0.40%Q3 2016Q4 202312
Cavalier Investments, LLC 510.69%4.09%6.40%Q3 2016Q2 202112
Fortis Advisors, LLC 12120.00%0.00%0.00%Q1 2017Q4 201912
Transamerica Financial Advisors, Inc. 1010.00%0.04%0.08%Q3 2016Q2 202012
SevenBridge Financial Group, LLC 12120.00%0.00%0.01%Q3 2016Q2 201912
KWB Wealth 12120.27%0.58%0.82%Q4 2020Q3 202312
Hugh Johnson Advisors LLC 12120.18%0.34%0.95%Q3 2016Q2 201912
Tradition Wealth Management, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Joseph P. Lucia & Associates, LLC 620.04%0.09%0.15%Q1 2019Q2 202212
CHEMICAL BANK 12120.04%0.06%0.10%Q3 2016Q2 201912
IBERIABANK CORP 12120.04%0.05%0.06%Q3 2017Q2 202012
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
SOA Wealth Advisors, LLC. 12120.01%0.02%0.02%Q4 2020Q3 202312
Intrua Financial, LLC 12120.15%0.38%0.53%Q2 2020Q1 202312
Institute for Wealth Management, LLC. 710.04%0.08%0.14%Q2 2017Q1 202212
TEXAS PERMANENT SCHOOL FUND CORP 12120.00%0.01%0.01%Q2 2017Q1 202012
WASHINGTON TRUST BANK 1110.00%0.01%0.06%Q3 2016Q4 201912
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 12120.15%1.17%1.97%Q3 2016Q2 201912
Wealthspire Advisors, L.P. 1110.00%0.00%0.01%Q3 2016Q3 202012
Legacy Private Trust Co. 810.06%0.26%0.52%Q3 2016Q3 202312
Taylor Hoffman Wealth Management 910.00%0.04%0.20%Q4 2017Q3 202212
HARBOR INVESTMENT ADVISORY, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
6 Meridian 12120.04%0.06%0.09%Q4 2017Q3 202012
Capital Asset Advisory Services LLC 12120.00%0.01%0.02%Q4 2019Q3 202212
FARMERS & MERCHANTS INVESTMENTS INC 810.00%0.00%0.00%Q3 2016Q1 202312
EVOKE WEALTH, LLC 1110.00%0.00%0.00%Q3 2019Q3 202212
Brinker Capital Investments, LLC 12120.00%0.05%0.41%Q3 2016Q2 201912
UMB Bank, n.a. 12120.00%0.00%0.01%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
Russell Investments Group, Ltd. 1020.00%0.06%0.15%Q4 2016Q2 202312
MANUFACTURERS LIFE INSURANCE COMPANY, THE 12120.00%0.00%0.01%Q3 2016Q2 201912
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.01%0.01%Q4 2016Q3 201912
BOKF, NA 910.00%0.01%0.02%Q3 2016Q3 202312
Bison Wealth, LLC 11110.00%0.00%0.01%Q4 2019Q2 202212
ClearBridge Investments 12120.00%0.00%0.00%Q3 2017Q2 202012
Aurora Private Wealth, Inc. 11110.22%0.29%0.39%Q1 2020Q3 202211
Krilogy Financial LLC 710.00%0.03%0.15%Q3 2016Q3 202311
Rice Partnership, LLC 810.00%0.00%0.01%Q2 2019Q3 202311
J.W. COLE ADVISORS, INC. 610.03%0.06%0.11%Q4 2019Q1 202311
Phoenix Holdings Ltd. 1010.26%1.13%1.45%Q1 2020Q3 202311
THRIVENT FINANCIAL FOR LUTHERANS 11110.00%0.00%0.01%Q1 2021Q3 202311
D. SCOTT NEAL, INC. 830.15%1.19%2.67%Q2 2019Q3 202311
Chesapeake Wealth Management 11110.09%0.11%0.13%Q1 2021Q3 202311
RAYMOND JAMES TRUST N.A. 810.01%0.01%0.01%Q1 2019Q2 202311
Meristem Family Wealth, LLC 610.11%0.14%0.17%Q1 2018Q1 202211
National Mutual Insurance Federation of Agricultural Cooperatives 11110.02%0.04%0.05%Q2 2017Q4 201911
Janney Capital Management LLC 11110.58%1.02%1.42%Q1 2021Q3 202311
Integrated Advisors Network LLC 920.01%0.04%0.11%Q4 2019Q3 202311
V Wealth Advisors LLC 610.00%0.17%0.28%Q2 2017Q2 202211
Jackson Hole Capital Partners, LLC 11110.02%0.19%0.31%Q1 2021Q3 202311
Octavia Wealth Advisors, LLC 11110.54%1.41%1.97%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.04%0.14%Q1 2021Q3 202311
Pflug Koory, LLC 11110.05%0.06%0.07%Q1 2021Q3 202311
Wealth Advisors of Tampa Bay, LLC 11111.25%1.72%1.93%Q1 2021Q3 202311
Prentice Wealth Management LLC 11110.83%4.10%7.81%Q1 2021Q3 202311
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 11110.93%10.27%28.98%Q3 2016Q1 201911
K.J. Harrison & Partners Inc 410.05%0.07%0.10%Q3 2016Q4 201911
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.00%0.01%Q3 2019Q3 202311
Sheaff Brock Investment Advisors, LLC 830.02%0.03%0.05%Q1 2017Q3 202311
Loveless Wealth Management LLC 11110.18%0.58%1.04%Q4 2019Q2 202211
Avion Wealth 1010.00%0.00%0.00%Q1 2020Q3 202311
TRUST CO OF VERMONT 1010.00%0.00%0.00%Q2 2018Q3 202211
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.01%0.04%Q1 2021Q3 202311
Cypress Capital, LLC 740.15%0.30%0.52%Q2 2020Q1 202311
Colonial River Wealth Management, LLC 830.29%0.61%0.88%Q4 2020Q3 202311
GPS Wealth Strategies Group, LLC 11110.00%0.06%0.21%Q1 2021Q3 202311
Sierra Capital LLC 11110.04%0.04%0.05%Q1 2021Q3 202311
Jump Financial, LLC 11110.01%0.09%0.26%Q1 2021Q3 202311
PUTNAM INVESTMENTS LLC 650.01%0.03%0.08%Q1 2019Q4 202211
HoyleCohen, LLC 11110.02%0.03%0.04%Q1 2021Q3 202311
FLOW TRADERS U.S. LLC 310.00%0.07%0.16%Q3 2016Q3 202311
Zuckerman Investment Group, LLC 11110.06%0.11%0.16%Q1 2021Q3 202311
Ledyard National Bank 10100.01%0.05%0.06%Q3 2016Q4 201810
Bank of New Hampshire 10100.00%0.05%0.08%Q2 2021Q3 202310
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 820.00%0.03%0.05%Q2 2020Q1 202310
State of Alaska, Department of Revenue 910.00%0.01%0.04%Q4 2020Q2 202310
Donald L. Hagan, LLC 910.14%0.34%0.51%Q4 2019Q3 202210
Roble, Belko & Company, Inc 10100.01%0.01%0.01%Q2 2019Q3 202110
Renaissance Technologies 510.00%0.00%0.00%Q2 2020Q2 202310
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Horizon Investments, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Patten Group, Inc. 10100.00%0.01%0.03%Q3 2016Q4 201810
Itau Unibanco Holding S.A. 730.08%0.18%0.38%Q3 2016Q4 202210
Western Wealth Management, LLC 810.06%0.32%0.61%Q1 2020Q3 202310
PFG Advisors 10100.03%0.05%0.10%Q1 2021Q2 202310
Arkadios Wealth Advisors 10100.00%0.02%0.06%Q4 2019Q1 202210
HARBOUR INVESTMENTS, INC. 640.00%0.06%0.10%Q1 2021Q3 202310
Royal Harbor Partners, LLC 520.18%0.38%0.76%Q4 2019Q2 202310
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 10100.00%0.00%0.00%Q3 2017Q4 201910
Activest Wealth Management 910.00%0.01%0.01%Q1 2021Q3 202310
Kessler Investment Group, LLC 510.00%0.28%0.68%Q3 2016Q3 202310
EPG Wealth Management LLC 520.00%0.04%0.08%Q4 2019Q3 202310
Milestone Advisory Partners 730.18%1.89%2.38%Q3 2019Q2 202210
Moors & Cabot, Inc. 10100.02%0.02%0.03%Q4 2019Q1 202210
Neuberger Berman Group LLC 730.00%0.00%0.00%Q2 2019Q3 202210
SouthState Corp 910.00%0.00%0.00%Q3 2020Q3 202310
Lloyds Banking Group plc 10100.03%0.05%0.06%Q3 2016Q4 201810
Alphadyne Asset Management LP 550.07%0.31%0.63%Q3 2022Q3 202310
Clarity Financial LLC 910.35%0.93%1.42%Q4 2020Q2 202310
Gladstone Institutional Advisory LLC 10100.02%0.07%0.22%Q2 2021Q3 202310
Castle Rock Wealth Management, LLC 10100.21%0.33%0.44%Q2 2021Q3 202310
SRS Capital Advisors, Inc. 620.00%0.00%0.01%Q4 2016Q3 202310
Banque Cantonale Vaudoise 820.00%0.00%0.01%Q2 2020Q3 202310
HOWE & RUSLING INC 510.00%0.03%0.12%Q3 2016Q1 202310
SeaCrest Wealth Management, LLC 640.00%0.01%0.03%Q4 2017Q2 202210
Solstein Capital, LLC 10100.15%0.67%2.39%Q2 2021Q3 202310
Birchcreek Wealth Management, LLC 730.18%0.25%0.38%Q4 2020Q3 202310
Wealthstreet Investment Advisors, LLC 10100.06%0.14%0.18%Q4 2018Q1 202110
BRR OpCo, LLC 910.03%0.08%0.11%Q4 2019Q3 202210
Accel Wealth Management 10100.05%0.07%0.08%Q4 2020Q1 202310
ING GROEP NV 10100.02%0.05%0.08%Q2 2021Q3 202310
Core Alternative Capital 820.00%0.14%0.40%Q1 2021Q3 202310
MAI Capital Management 510.00%0.00%0.01%Q4 2020Q3 202310
Avidian Wealth Solutions, LLC 10100.03%0.33%0.74%Q1 2021Q2 202310
Mercer Capital Advisers, Inc. 10100.00%0.00%0.00%Q3 2016Q4 201810
Hall Kathryn A. 10100.11%0.13%0.16%Q3 2020Q4 202210
SEAVIEW INVESTMENT MANAGERS LLC 820.07%0.19%0.38%Q3 2020Q2 202310
Mascoma Wealth Management LLC 910.00%0.01%0.01%Q1 2021Q3 202310
PIN OAK INVESTMENT ADVISORS INC 10100.00%0.00%0.00%Q2 2021Q3 202310
PEOPLES FINANCIAL SERVICES CORP. 10100.00%0.04%0.06%Q2 2021Q3 202310
Newfound Research LLC 310.00%0.43%1.29%Q3 2016Q3 202210
Ranch Capital Advisors Inc. 10100.52%0.65%0.71%Q2 2021Q3 202310
PineBridge Investments, L.P. 10100.00%0.01%0.04%Q3 2019Q4 202110
BB&T SECURITIES, LLC 820.00%0.01%0.02%Q3 2016Q3 201910
Clear Perspectives Financial Planning, LLC 10100.00%0.01%0.02%Q4 2020Q1 202310
COMERICA SECURITIES,INC. 10100.02%0.03%0.04%Q2 2021Q3 202310
FOUNDERS FINANCIAL SECURITIES LLC 10100.04%0.09%0.20%Q2 2021Q3 202310
WESPAC Advisors SoCal, LLC 730.00%0.00%0.00%Q3 2016Q1 201910
Lido Advisors, LLC 540.00%0.54%1.26%Q1 2019Q2 20229
SEI INVESTMENTS CO 810.00%0.00%0.00%Q3 2016Q1 20199
MARINER INDEPENDENT ADVISOR NETWORK, LLC 810.07%0.19%0.71%Q1 2017Q3 20229
Vantage Investment Advisors, LLC 990.00%0.01%0.01%Q3 2016Q3 20189
3D/L Capital Management, LLC 630.00%0.14%0.24%Q4 2020Q3 20239
Asset Dedication, LLC 610.00%0.00%0.01%Q3 2016Q1 20239
Csenge Advisory Group 410.00%0.30%0.70%Q3 2018Q3 20229
Darwin Wealth Management, LLC 810.00%0.09%0.14%Q1 2020Q1 20239
FLPUTNAM INVESTMENT MANAGEMENT CO 810.01%0.01%0.05%Q2 2021Q3 20239
Intellectus Partners, LLC 810.01%0.04%0.05%Q4 2016Q1 20199
Brookstone Capital Management 630.01%0.01%0.03%Q2 2021Q3 20239
VALLEY NATIONAL ADVISERS INC 990.00%0.00%0.00%Q3 2016Q3 20189
Sowell Financial Services LLC 710.01%0.02%0.05%Q4 2016Q1 20219
WEALTHSOURCE PARTNERS, LLC 530.00%0.09%0.22%Q3 2019Q3 20229
Clal Insurance Enterprises Holdings Ltd 510.01%0.01%0.04%Q3 2016Q3 20239
Walkner Condon Financial Advisors LLC 990.24%0.43%0.95%Q3 2021Q3 20239
Baker Avenue Asset Management, LP 410.01%0.06%0.21%Q3 2016Q3 20239
Cresset Asset Management, LLC 610.00%0.01%0.04%Q1 2019Q3 20239
HAP Trading, LLC 210.00%0.03%0.10%Q4 2016Q3 20239
Simplicity Solutions, LLC 610.01%0.05%0.10%Q4 2018Q3 20239
Proquility Private Wealth Partners, LLC 810.26%0.45%0.64%Q4 2020Q3 20239
PRUDENTIAL FINANCIAL INC 990.00%0.01%0.06%Q3 2021Q3 20239
SUN LIFE FINANCIAL INC 990.22%0.66%2.39%Q3 2016Q3 20189
Vickerman Investment Advisors, Inc. 990.52%0.86%1.44%Q3 2021Q3 20239
CreativeOne Wealth, LLC 630.02%0.03%0.06%Q1 2021Q3 20239
BOSTON FINANCIAL MANGEMENT LLC 630.01%0.06%0.11%Q3 2016Q4 20229
NWAM LLC 720.03%0.07%0.33%Q4 2019Q3 20239
Dakota Wealth Management 540.11%0.36%0.50%Q1 2019Q3 20239
Roberts Wealth Advisors, LLC 990.13%0.16%0.21%Q3 2021Q3 20239
Exchange Capital Management, Inc. 990.00%0.03%0.26%Q3 2016Q3 20189
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.02%0.07%Q4 2017Q3 20239
Bay Harbor Wealth Management, LLC 990.00%0.12%1.04%Q4 2018Q4 20209
Archford Capital Strategies, LLC 630.01%0.03%0.14%Q3 2016Q2 20199
Betterment LLC 630.00%0.00%0.00%Q3 2018Q2 20239
REILLY FINANCIAL ADVISORS, LLC 510.00%0.00%0.00%Q2 2017Q4 20219
Advisory Resource Group 810.08%0.56%0.98%Q2 2021Q3 20239
CSat Investment Advisory, L.P. 990.01%0.06%0.12%Q2 2018Q2 20209
TOTH FINANCIAL ADVISORY CORP 510.00%0.04%0.31%Q3 2016Q2 20239
BANK HAPOALIM BM 630.11%0.28%0.40%Q3 2016Q4 20199
Gunma Bank,Ltd. 992.36%5.78%12.36%Q3 2021Q3 20239
VALLEY WEALTH MANAGERS, INC. 630.00%0.00%0.00%Q3 2016Q3 20239
SIGNATUREFD, LLC 410.00%0.00%0.01%Q3 2016Q3 20239
Gerber Kawasaki Wealth & Investment Management 990.15%0.81%1.06%Q3 2021Q3 20239
OAK HARBOR WEALTH PARTNERS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Addison Advisors LLC 880.02%0.03%0.05%Q4 2021Q3 20238
Good Life Advisors, LLC 530.05%0.14%0.21%Q3 2021Q3 20238
Empirical Asset Management, LLC 880.80%0.92%0.99%Q4 2021Q3 20238
CAMBRIDGE TRUST CO 880.00%0.00%0.01%Q4 2021Q3 20238
PREMIER ASSET MANAGEMENT LLC 880.06%0.15%0.28%Q3 2020Q2 20228
Advisor Resource Council 880.20%0.94%1.63%Q2 2021Q1 20238
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 880.00%0.00%0.02%Q3 2016Q2 20188
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
First Personal Financial Services 710.00%0.00%0.01%Q3 2016Q3 20228
New Millennium Group LLC 880.03%1.94%7.39%Q4 2021Q3 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.00%1.28%5.18%Q4 2021Q3 20238
Covestor Ltd 880.00%0.00%0.01%Q4 2021Q3 20238
MEEDER ASSET MANAGEMENT INC 610.00%0.00%0.01%Q3 2016Q2 20218
Raleigh Capital Management Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Hirtle Callaghan & Co LLC 620.01%0.07%0.39%Q2 2020Q3 20238
Cable Hill Partners, LLC 530.00%0.00%0.00%Q1 2017Q1 20198
Cullen Capital Management, LLC 620.00%0.11%0.35%Q3 2021Q3 20238
TIFF ADVISORY SERVICES, LLC 531.08%3.55%5.76%Q4 2020Q4 20228
OneDigital Investment Advisors LLC 310.00%0.01%0.02%Q2 2017Q4 20228
Eudaimonia Partners, LLC 410.00%0.35%0.81%Q4 2019Q3 20238
PACIFIC SUN FINANCIAL CORP 610.20%0.53%0.71%Q3 2020Q2 20238
FLAGSTAR ADVISORS INC 710.00%0.17%0.26%Q3 2021Q3 20238
HOEY INVESTMENTS, INC 410.00%0.00%0.01%Q1 2020Q4 20228
Byrne Asset Management LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Perigon Wealth Management, LLC 620.01%0.01%0.01%Q4 2016Q1 20238
Treynor Bancshares, Inc. 880.19%0.57%1.32%Q4 2021Q3 20238
Koshinski Asset Management, Inc. 420.01%0.07%0.17%Q2 2018Q2 20228
D L CARLSON INVESTMENT GROUP INC 710.08%0.10%0.12%Q3 2016Q3 20228
Zullo Investment Group, Inc. 880.47%0.54%0.60%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.02%0.14%0.31%Q4 2021Q3 20238
LAKE STREET PRIVATE WEALTH, LLC 880.05%0.13%0.18%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.01%0.04%0.08%Q4 2021Q3 20238
PGIM Custom Harvest LLC 440.27%0.97%1.76%Q4 2020Q3 20238
Viewpoint Capital Management LLC 880.04%0.06%0.07%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.00%0.01%Q4 2021Q3 20238
Sutton Wealth Advisors Inc. 620.00%0.00%0.00%Q4 2018Q3 20238
Baron Financial Group, LLC 880.02%0.03%0.04%Q3 2020Q2 20228
EVERMAY WEALTH MANAGEMENT LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Atom Investors LP 530.09%0.63%1.14%Q4 2019Q4 20218
NATIXIS 410.00%0.03%0.13%Q3 2016Q3 20238
Collaborative Wealth Managment Inc. 610.30%0.45%0.68%Q1 2021Q3 20238
STEPHENS INC /AR/ 880.01%0.02%0.04%Q4 2021Q3 20238
Avestar Capital, LLC 440.00%0.03%0.08%Q4 2017Q1 20228
Beck Bode, LLC 610.00%0.32%0.47%Q3 2020Q3 20238
Timber Hill LLC 440.00%0.04%0.16%Q4 2015Q4 20178
Almanack Investment Partners, LLC. 440.02%0.04%0.05%Q3 2021Q3 20238
Paladin Advisory Group, LLC 882.01%2.98%4.27%Q4 2021Q3 20238
TRUE Private Wealth Advisors 510.00%0.01%0.05%Q2 2018Q4 20208
Baldrige Asset Management LLC 880.04%0.06%0.07%Q2 2021Q1 20238
IFG Advisory, LLC 880.02%0.06%0.10%Q1 2021Q4 20228
Providence Capital Advisors, LLC 610.00%0.00%0.00%Q4 2017Q4 20218
Washington Trust Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Lindbrook Capital, LLC 710.00%0.00%0.01%Q3 2020Q2 20238
Keystone Financial Group 410.04%0.06%0.08%Q1 2019Q2 20238
WEST BANCORPORATION INC 440.00%0.00%0.01%Q4 2019Q3 20228
RTD Financial Advisors, Inc. 880.14%0.25%0.47%Q4 2021Q3 20238
JOHNSON INVESTMENT COUNSEL INC 620.01%0.01%0.01%Q3 2016Q3 20188
BANK OF NOVA SCOTIA 530.00%0.05%0.10%Q3 2016Q2 20228
HERBST GROUP, LLC 880.36%0.74%1.00%Q4 2021Q3 20238
PRINCETON CAPITAL MANAGEMENT LLC 770.00%0.00%0.00%Q1 2018Q3 20197
Long Run Wealth Advisors, LLC 770.08%0.39%0.46%Q4 2021Q2 20237
Sequoia Financial Advisors, LLC 770.02%0.07%0.13%Q1 2022Q3 20237
WALLER FINANCIAL PLANNING GROUP, INC 774.16%4.64%5.08%Q2 2022Q4 20237
Squarepoint Ops LLC 410.00%0.02%0.05%Q1 2020Q2 20237
Edge Advisors, LLC 770.01%0.01%0.01%Q4 2016Q2 20187
VisionPoint Advisory Group, LLC 770.12%0.35%0.58%Q4 2020Q2 20227
Tyler-Stone Wealth Management 520.03%0.05%0.06%Q4 2021Q3 20237
Bernardo Wealth Planning LLC 430.11%0.15%0.18%Q1 2019Q4 20207
BerganKDV Wealth Management, LLC 610.00%0.00%0.00%Q4 2018Q4 20227
WealthTrust Fairport, LLC 770.65%0.74%0.93%Q3 2017Q1 20197
COUNTRY CLUB BANK /GFN 770.11%0.23%0.35%Q1 2022Q3 20237
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
Lloyd Advisory Services, LLC. 770.00%0.00%0.00%Q3 2020Q1 20227
MONROE BANK & TRUST/MI 430.00%0.02%0.10%Q3 2016Q2 20187
SkyView Investment Advisors, LLC 770.01%0.03%0.08%Q3 2021Q1 20237
Carmichael Hill & Associates, Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
INNEALTA CAPITAL, LLC 410.27%0.93%1.47%Q2 2019Q4 20227
Providence First Trust Co 410.02%1.04%2.64%Q3 2019Q3 20237
AlphaCore Capital LLC 510.00%0.00%0.01%Q3 2021Q3 20237
Moneda S.A. Administradora General de Fondos 770.11%0.20%0.27%Q2 2021Q4 20227
CAPITAL WEALTH MANAGEMENT, LLC 770.19%2.45%3.85%Q1 2022Q3 20237
PERSONAL CFO SOLUTIONS, LLC 520.22%0.30%0.54%Q3 2019Q1 20227
CIBC Private Wealth Group, LLC 320.00%0.00%0.00%Q3 2016Q2 20227
Kaizen Financial Strategies 610.21%0.44%0.94%Q3 2021Q3 20237
Windsor Wealth Management, Inc. 430.08%0.14%0.19%Q4 2017Q2 20207
FDx Advisors, Inc. 410.01%0.01%0.03%Q1 2017Q3 20237
Ameritas Advisory Services, LLC 610.26%0.44%0.56%Q4 2021Q3 20237
Wayfinding Financial, LLC 771.47%3.45%4.39%Q4 2021Q2 20237
MARK SHEPTOFF FINANCIAL PLANNING, LLC 610.00%0.00%0.00%Q1 2019Q4 20227
TCF National Bank 770.04%0.04%0.05%Q3 2019Q1 20217
Warwick Investment Management, Inc. 430.25%1.33%2.77%Q4 2021Q3 20237
Strengthening Families & Communities, LLC 520.00%0.01%0.01%Q4 2021Q3 20237
Savior LLC 410.00%0.01%0.02%Q4 2019Q3 20227
CUE ADVISORY SERVICES, INC. 770.18%0.39%0.64%Q4 2016Q2 20187
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.00%0.00%Q4 2017Q3 20197
Redhawk Wealth Advisors, Inc. 410.05%0.84%3.60%Q2 2019Q1 20227
Atria Wealth Solutions, Inc. 770.02%0.03%0.04%Q1 2022Q3 20237
EP Wealth Advisors, LLC 410.00%0.09%0.57%Q4 2020Q3 20237
Beacon Pointe Advisors, LLC 770.06%0.08%0.10%Q1 2022Q3 20237
Clear Perspective Advisors, LLC 770.00%0.02%0.04%Q4 2016Q2 20187
Aptus Capital Advisors, LLC 770.00%0.03%0.10%Q1 2022Q3 20237
DOHJ, LLC 770.13%1.02%1.67%Q1 2021Q3 20227
Ausdal Financial Partners, Inc. 770.18%0.74%1.36%Q3 2020Q1 20227
M&R CAPITAL MANAGEMENT INC 770.00%0.01%0.01%Q3 2016Q1 20187
Armor Investment Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
CSS LLC/IL 210.01%0.02%0.04%Q3 2016Q3 20237
Prestige Wealth Management Group LLC 420.00%0.97%2.50%Q1 2020Q1 20236
HARVEST GROUP WEALTH MANAGEMENT, LLC 660.01%1.63%4.91%Q4 2021Q1 20236
Ameritas Investment Company, LLC 310.00%0.03%0.15%Q4 2018Q3 20216
Risk Paradigm Group, LLC 660.01%0.02%0.02%Q3 2016Q4 20176
Alpine Global Management, LLC 210.05%0.17%0.29%Q2 2017Q3 20236
Freedman Financial Associates, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
Corsicana & Co. 660.69%0.75%0.80%Q2 2021Q3 20226
Piscataqua Savings Bank 660.00%0.00%0.00%Q2 2022Q3 20236
SVB WEALTH LLC 420.01%0.01%0.02%Q4 2019Q3 20236
Ellsworth Advisors, LLC 660.65%0.82%1.02%Q2 2022Q3 20236
Psagot Value Holdings Ltd. / (Israel) 660.00%0.00%0.01%Q3 2021Q4 20226
Cumberland Partners Ltd 660.04%0.05%0.05%Q2 2021Q3 20226
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.00%0.00%Q2 2021Q4 20226
Rampart Investment Management Company, LLC 410.02%0.06%0.16%Q2 2018Q1 20206
Barnett & Company, Inc. 660.00%0.00%0.00%Q3 2016Q4 20176
Hilltop Holdings Inc. 410.17%0.51%0.89%Q1 2018Q2 20226
Hardy Reed LLC 660.07%0.08%0.09%Q2 2022Q3 20236
CHOREO, LLC 660.17%0.22%0.31%Q2 2022Q3 20236
Meiji Yasuda Life Insurance Co 660.04%0.09%0.18%Q2 2022Q3 20236
Western Pacific Wealth Management, LP 660.00%0.05%0.18%Q4 2021Q1 20236
First Command Bank 510.01%0.01%0.01%Q4 2016Q1 20226
FORVIS Wealth Advisors, LLC 660.01%0.02%0.03%Q2 2022Q3 20236
Mechanics Financial Corp 660.00%0.00%0.00%Q4 2021Q1 20236
Lee Capital Management LP 660.56%0.71%0.76%Q4 2016Q1 20186
Ten Capital Wealth Advisors, LLC 510.00%0.49%1.13%Q3 2020Q1 20236
CWH Capital Management, Inc. 661.76%4.13%4.81%Q3 2019Q4 20206
JNBA Financial Advisors 410.00%0.00%0.01%Q3 2016Q2 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Measured Wealth Private Client Group, LLC 660.09%0.75%1.26%Q3 2021Q4 20226
PEDDOCK CAPITAL ADVISORS, LLC 660.01%0.02%0.02%Q3 2016Q4 20176
MURPHY CAPITAL MANAGEMENT INC 510.04%0.08%0.27%Q3 2016Q2 20226
LINCOLN NATIONAL CORP 420.01%0.01%0.02%Q1 2022Q3 20236
Concord Wealth Partners 410.00%0.09%0.16%Q4 2021Q3 20236
Hochman Cole Investment Advisors, Inc. 660.19%0.25%0.45%Q3 2016Q4 20176
BUCKINGHAM STRATEGIC PARTNERS, LLC 660.02%0.07%0.14%Q2 2022Q3 20236
Crewe Advisors LLC 310.00%0.01%0.01%Q4 2017Q2 20236
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 660.09%0.11%0.16%Q3 2016Q4 20176
AFAM CAPITAL, INC. 510.15%0.24%0.49%Q3 2016Q1 20186
Bell Rock Capital LLC 660.00%0.00%0.00%Q4 2016Q1 20186
Brio Consultants, LLC 661.03%1.39%1.85%Q2 2022Q3 20236
Horan Securities, Inc. 510.00%0.01%0.05%Q3 2020Q2 20236
DAVENPORT & Co LLC 660.00%0.00%0.00%Q4 2021Q1 20236
ROCKEFELLER FINANCIAL SERVICES INC 660.00%0.00%0.00%Q3 2016Q4 20176
MASSMUTUAL TRUST CO FSB/ADV 510.00%0.00%0.00%Q4 2016Q2 20236
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 660.03%0.05%0.07%Q2 2022Q3 20236
Bangor Savings Bank 660.02%0.03%0.05%Q2 2022Q3 20236
D. E. Shaw & Co., Inc. 110.00%0.00%0.01%Q1 2017Q2 20226
Landsberg, Bennett, & Dubbaneh LLC 510.05%0.12%0.22%Q4 2018Q3 20216
WINTON GROUP Ltd 310.01%0.56%1.95%Q3 2020Q3 20236
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 510.64%1.33%1.79%Q3 2021Q2 20236
PETTYJOHN, WOOD & WHITE, INC 420.05%0.05%0.06%Q3 2021Q2 20236
Lee Capital Holdings LLC 420.66%1.34%1.74%Q2 2018Q4 20196
SECURITY NATIONAL TRUST CO 420.00%0.00%0.01%Q3 2016Q1 20206
Ahrens Investment Partners LLC 310.03%0.08%0.13%Q1 2019Q1 20236
First Command Financial Services, Inc. 510.01%0.01%0.01%Q4 2016Q1 20226
Glovista Investments LLC 410.34%0.81%2.15%Q2 2019Q4 20216
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
CNB Bank 660.00%0.00%0.00%Q4 2021Q1 20236
Acorn Wealth Advisors, LLC 330.04%0.19%0.33%Q4 2017Q2 20226
PRIVATE TRUST CO NA 660.13%0.17%0.22%Q2 2022Q3 20236
SkyOak Wealth, LLC 660.08%0.56%1.56%Q3 2021Q4 20226
Brown Advisory Securities, LLC 660.04%0.04%0.05%Q4 2017Q1 20196
Capital Bank & Trust Co 660.00%0.00%0.00%Q4 2018Q1 20206
Winfield Associates, Inc. 660.03%0.16%0.41%Q3 2016Q4 20176
FormulaFolio Investments, LLC 660.02%0.03%0.04%Q3 2018Q4 20196
Atlas Private Wealth Management, LLC 660.03%0.05%0.06%Q4 2019Q1 20216
Secure Asset Management, LLC 660.12%0.18%0.27%Q2 2021Q3 20226
NOVARE CAPITAL MANAGEMENT LLC 410.03%0.05%0.08%Q4 2021Q3 20236
B. Riley Wealth Management, Inc. 330.00%0.04%0.12%Q1 2019Q2 20226
PICTET BANK & TRUST Ltd 660.22%0.27%0.40%Q3 2016Q4 20176
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 510.00%0.03%0.10%Q1 2022Q3 20236
Hilton Capital Management, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Stillwater Investment Management, LLC 510.34%0.38%0.41%Q3 2016Q1 20186
Tidal Investments LLC 410.01%0.05%0.08%Q2 2021Q3 20236
Altavista Wealth Management, Inc. 660.17%0.27%0.36%Q3 2020Q4 20216
Prospera Financial Services Inc 310.00%0.03%0.05%Q3 2016Q1 20226
Quad-Cities Investment Group, LLC 660.01%0.01%0.02%Q2 2018Q3 20196
Strategic Wealth Partners, Ltd. 660.00%0.00%0.00%Q4 2017Q1 20196
Smithfield Trust Co 510.00%0.00%0.00%Q3 2019Q3 20236
SAWGRASS ASSET MANAGEMENT LLC 510.01%0.01%0.02%Q4 2016Q2 20186
Full Sail Capital, LLC 660.04%0.05%0.06%Q2 2022Q3 20236
TRUST DEPARTMENT MB FINANCIAL BANK N A 660.00%0.00%0.00%Q4 2017Q1 20196
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 320.13%0.16%0.20%Q3 2018Q2 20205
MPS Loria Financial Planners, LLC 410.00%0.00%0.01%Q2 2017Q1 20215
SCOTIA CAPITAL INC. 550.00%0.00%0.00%Q3 2021Q3 20225
LDR Capital Management LLC 550.97%1.89%2.43%Q3 2022Q3 20235
Triumph Capital Management 320.10%0.40%0.87%Q1 2022Q3 20235
Commonwealth Equity Services, Inc 550.01%0.02%0.03%Q3 2016Q3 20175
FRG Family Wealth Advisors LLC 550.09%0.13%0.19%Q1 2022Q1 20235
ROVIN CAPITAL /UT/ /ADV 320.13%0.16%0.17%Q3 2021Q3 20235
Dougherty Wealth Advisers LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Live Your Vision, LLC 550.00%0.00%0.00%Q3 2016Q3 20175
Conservest Capital Advisors, Inc. 550.04%0.05%0.05%Q3 2022Q3 20235
LEVEL FOUR ADVISORY SERVICES, LLC 410.02%0.02%0.03%Q2 2021Q3 20225
AVIANCE CAPITAL MANAGEMENT, LLC 410.00%0.00%0.01%Q3 2016Q1 20185
Bard Financial Services, Inc. 550.09%0.17%0.24%Q2 2022Q2 20235
Centerpoint Advisors, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
WESPAC Advisors, LLC 410.29%1.10%2.00%Q4 2020Q1 20225
First Capital Advisors Group, LLC. 410.00%0.08%0.14%Q1 2018Q2 20235
Seven Springs Wealth Group, LLC 550.04%0.06%0.08%Q1 2020Q1 20215
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 410.01%0.02%0.02%Q3 2016Q3 20235
Tatro Capital, LLC 550.97%1.20%1.52%Q4 2019Q4 20205
Y-Intercept (Hong Kong) Ltd 310.06%0.09%0.15%Q1 2021Q2 20235
Golden State Wealth Management, LLC 310.00%0.03%0.16%Q1 2019Q1 20225
Apexium Financial, LP 550.03%0.03%0.04%Q3 2022Q3 20235
Laurel Wealth Advisors, Inc. 550.02%0.03%0.03%Q4 2021Q4 20225
Richard Bernstein Advisors LLC 410.00%1.02%1.34%Q3 2016Q1 20205
Dynamic Advisor Solutions LLC 320.04%0.06%0.11%Q3 2016Q3 20235
HCR Wealth Advisors 550.00%0.00%0.00%Q4 2019Q4 20205
Stelac Advisory Services LLC 550.04%0.04%0.05%Q3 2016Q3 20175
Bowling Portfolio Management LLC 550.04%0.04%0.04%Q3 2016Q3 20175
ENCOMPASS WEALTH ADVISORS, LLC 550.06%0.07%0.07%Q1 2021Q1 20225
DT Investment Partners, LLC 550.02%0.03%0.03%Q3 2022Q3 20235
Chanos & Co LP 550.12%0.21%0.44%Q4 2018Q4 20195
People's United Financial, Inc. 410.00%0.03%0.12%Q3 2016Q2 20185
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.07%Q4 2021Q3 20235
Winslow, Evans & Crocker, Inc. 410.00%0.01%0.02%Q3 2016Q4 20205
Portfolio Strategies, Inc. 410.00%1.26%6.29%Q4 2017Q3 20195
Adams Chetwood Wealth Management LLC 552.20%2.43%2.78%Q1 2021Q1 20225
Act Two Investors LLC 210.17%0.51%1.21%Q4 2020Q1 20235
Compagnie Lombard Odier SCmA 410.00%0.00%0.00%Q3 2016Q4 20195
BARINGS LLC 410.01%0.02%0.04%Q3 2016Q3 20195
Advisors Preferred, LLC 210.03%1.44%6.97%Q3 2018Q4 20215
Purus Wealth Management, LLC 550.13%0.16%0.21%Q4 2020Q4 20215
GABLES CAPITAL MANAGEMENT INC. 550.02%0.02%0.02%Q2 2018Q2 20195
PRICE T ROWE ASSOCIATES INC /MD/ 550.00%0.01%0.02%Q1 2019Q1 20205
Principle Wealth Partners LLC 410.00%0.09%0.18%Q2 2020Q3 20225
CoreCap Advisors, LLC 550.02%0.07%0.21%Q4 2021Q4 20225
Sowa Financial Group, Inc. 550.02%0.02%0.03%Q4 2019Q4 20205
MCKINLEY CAPITAL MANAGEMENT LLC 550.00%0.00%0.00%Q3 2016Q3 20175
COHEN & STEERS, INC. 550.00%0.01%0.01%Q3 2016Q3 20175
ARKANSAS FINANCIAL GROUP, INC. 550.07%0.19%0.27%Q3 2022Q3 20235
Bridgeworth, LLC 410.00%0.20%0.28%Q2 2018Q3 20235
CASTLE WEALTH MANAGEMENT LLC 550.07%0.32%0.71%Q2 2022Q2 20235
HawsGoodwin Investment Management LLC 550.00%0.00%0.01%Q4 2020Q4 20215
FIRST COMMUNITY TRUST NA 550.01%0.01%0.01%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.12%0.14%0.14%Q3 2022Q3 20235
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 550.00%0.01%0.01%Q2 2019Q2 20205
COOKSON PEIRCE & CO INC 410.02%0.02%0.02%Q2 2020Q3 20225
Intergy Private Wealth, LLC 550.49%0.64%0.81%Q3 2022Q3 20235
JD Financial Services Inc. 550.25%2.39%5.50%Q4 2020Q4 20215
Rehmann Capital Advisory Group 320.00%0.00%0.00%Q1 2018Q2 20195
Vectors Research Management, LLC 550.00%0.00%0.00%Q1 2019Q1 20205
Harrison & Co Wealth Management, LLC 550.67%0.77%0.84%Q4 2021Q4 20225
NORTHWEST WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
THOMPSON DAVIS & CO., INC. 550.01%0.02%0.02%Q3 2016Q3 20175
Alexandria Capital, LLC 550.00%0.00%0.00%Q3 2016Q3 20175
Spartan Planning & Wealth Management 410.00%0.00%0.00%Q1 2022Q3 20235
AlphaCentric Advisors LLC 550.04%0.05%0.06%Q4 2020Q4 20215
EATON VANCE MANAGEMENT 410.00%0.00%0.01%Q1 2021Q2 20225
Delta Investment Management, LLC 320.07%0.36%0.85%Q3 2019Q4 20205
BB&T INVESTMENT SERVICES, INC. 550.00%0.00%0.01%Q4 2016Q4 20175
BERRY GROUP, LLC 550.23%0.29%0.33%Q4 2019Q4 20205
SMITH SHELLNUT WILSON LLC /ADV 550.13%0.17%0.22%Q3 2021Q3 20225
Merit Financial Group, LLC 550.01%0.02%0.04%Q1 2022Q1 20235
Vigilant Capital Management, LLC 550.00%0.00%0.01%Q2 2022Q2 20235
Aprio Wealth Management, LLC 550.54%0.95%1.18%Q1 2022Q1 20235
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 550.07%0.09%0.12%Q3 2016Q3 20175
Beaumont Capital Management, LLC 553.93%5.58%6.69%Q1 2021Q1 20225
WCG Wealth Advisors LLC 550.11%3.76%5.49%Q3 2022Q3 20235
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 551.80%1.89%2.07%Q1 2019Q1 20205
Caption Management, LLC 220.02%0.05%0.09%Q2 2023Q3 20234
Tennessee Valley Asset Management Partners 440.10%0.11%0.12%Q4 2021Q3 20224
Stockman Wealth Management, Inc. 440.06%0.07%0.07%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Personal Wealth Partners 310.00%0.00%0.00%Q2 2019Q2 20214
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20214
Signature Wealth Management Group 440.00%0.00%0.00%Q4 2017Q3 20184
Cassaday & Co Wealth Management LLC 440.45%0.78%1.76%Q4 2022Q3 20234
Lavaca Capital LLC 440.06%0.09%0.10%Q4 2022Q3 20234
Redwood Financial Network Corp 440.30%0.76%1.18%Q4 2022Q3 20234
GTS SECURITIES LLC 220.00%0.12%0.45%Q2 2023Q3 20234
BKS ADVISORS, LLC 441.42%1.70%2.39%Q3 2016Q2 20174
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.00%0.00%Q3 2018Q2 20194
Capital One Investing, Inc. 440.28%0.28%0.29%Q4 2018Q3 20194
INNOVIS ASSET MANAGEMENT LLC 440.12%0.14%0.15%Q4 2022Q3 20234
Family Asset Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
AGF MANAGEMENT LTD 440.07%0.12%0.14%Q4 2022Q3 20234
Julex Capital Management, LLC 440.03%7.92%13.54%Q4 2018Q3 20194
Financial Freedom, LLC 442.55%2.94%3.48%Q4 2022Q3 20234
YorkBridge Wealth Partners, LLC 440.00%0.00%0.00%Q4 2016Q3 20174
Baystate Wealth Management LLC 440.00%0.00%0.00%Q4 2016Q3 20174
AMJ Financial Wealth Management 440.17%0.22%0.25%Q2 2021Q1 20224
Northeast Financial Group, Inc. 441.52%2.24%2.82%Q2 2021Q1 20224
Founders Capital Management 440.00%0.01%0.01%Q1 2017Q4 20174
LEAVELL INVESTMENT MANAGEMENT, INC. 440.02%0.02%0.02%Q4 2021Q3 20224
Walleye Capital LLC 440.00%0.02%0.04%Q3 2022Q2 20234
Vertex Planning Partners, LLC 440.08%0.15%0.25%Q4 2022Q3 20234
Ford Financial Group, LLC 210.00%0.14%0.22%Q2 2019Q3 20224
Auto-Owners Insurance Co 440.66%0.73%0.79%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
BUTENSKY & COHEN FINANCIAL SECURITY, INC 440.05%0.07%0.10%Q3 2016Q2 20174
JTC Employer Solutions Trustee Ltd 440.00%0.00%0.00%Q4 2022Q3 20234
Alta Wealth Advisors LLC 440.15%0.17%0.18%Q4 2022Q3 20234
Forefront Analytics, LLC 440.52%0.56%0.59%Q4 2022Q3 20234
Ensign Peak Advisors, Inc 440.00%0.00%0.01%Q3 2021Q2 20224
U.S. Capital Wealth Advisors, LLC 210.00%0.02%0.06%Q1 2022Q3 20234
Live Oak Investment Partners 440.06%0.15%0.20%Q4 2022Q3 20234
Quadrant Capital Management, LLC 440.39%0.41%0.45%Q3 2016Q2 20174
SILVERLAKE WEALTH MANAGEMENT LLC 440.18%0.21%0.24%Q4 2021Q3 20224
Bayesian Capital Management, LP 210.04%0.08%0.17%Q4 2019Q4 20224
WFG Advisors, LP 440.01%0.02%0.02%Q3 2016Q2 20174
OLD MISSION CAPITAL LLC 210.01%0.01%0.02%Q4 2019Q4 20224
HAZLETT, BURT & WATSON, INC. 220.00%0.00%0.00%Q3 2022Q3 20234
Faithward Advisors, LLC 440.00%0.00%0.01%Q2 2021Q1 20224
BCS Wealth Management 440.15%0.24%0.37%Q4 2022Q3 20234
Asset Allocation Strategies LLC 441.82%2.26%2.68%Q4 2022Q3 20234
AMERICAN NATIONAL BANK 310.00%0.00%0.00%Q3 2016Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.04%0.06%Q4 2022Q3 20234
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 440.52%0.56%0.62%Q4 2022Q3 20234
MARSHALL WACE, LLP 210.00%0.00%0.00%Q4 2019Q4 20224
Scott Capital Advisors, LLC 440.23%0.35%0.45%Q4 2022Q3 20234
IndexIQ Advisors LLC 440.00%0.02%0.07%Q3 2016Q2 20174
VERUS CAPITAL PARTNERS, LLC 220.00%0.02%0.04%Q4 2019Q2 20224
Intercontinental Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Freedom Investment Management, Inc. 210.04%0.06%0.07%Q1 2021Q3 20234
Quantbot Technologies LP 110.00%0.10%0.34%Q3 2019Q1 20234
U S GLOBAL INVESTORS INC 310.09%0.24%0.34%Q3 2017Q2 20194
KARLINSKI ANDREW C 440.13%0.28%0.45%Q4 2021Q3 20224
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 440.02%0.04%0.04%Q1 2019Q4 20194
Ballentine Partners, LLC 220.00%0.01%0.04%Q2 2017Q3 20234
SageView Advisory Group, LLC 440.09%0.11%0.15%Q4 2022Q3 20234
DRW Securities, LLC 110.01%0.05%0.15%Q3 2020Q3 20234
Barrett Asset Management, LLC 220.00%0.00%0.01%Q3 2016Q4 20174
Kistler-Tiffany Companies, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
ROBERTSON STEPHENS ADVISORS LLC 440.68%0.84%1.00%Q4 2016Q3 20174
TCTC Holdings, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Trexquant Investment LP 210.04%0.10%0.14%Q2 2020Q3 20234
Independent Advisor Alliance 440.00%0.07%0.12%Q4 2018Q3 20194
Procyon Advisors, LLC 310.00%0.02%0.07%Q4 2019Q4 20224
Prostatis Group LLC 110.01%1.17%2.19%Q2 2021Q2 20234
Nalls Sherbakoff Group, LLC 310.01%0.02%0.03%Q4 2018Q3 20234
FIDUCIARY TRUST CO 210.01%0.01%0.01%Q4 2019Q3 20234
MONEY CONCEPTS CAPITAL CORP 210.00%0.02%0.03%Q4 2020Q4 20224
NOMURA HOLDINGS INC 210.01%0.19%0.44%Q3 2016Q1 20194
HM PAYSON & CO 440.00%0.00%0.00%Q2 2019Q1 20204
Texas Capital Bank Wealth Management Services Inc 210.10%0.26%0.40%Q4 2019Q3 20214
Legacy Advisors, LLC 220.01%0.02%0.02%Q2 2018Q2 20194
Independence Bank of Kentucky 440.06%0.07%0.08%Q4 2022Q3 20234
MOULTON WEALTH MANAGEMENT, INC 442.29%3.27%4.34%Q1 2021Q4 20214
ARISTEIA CAPITAL, L.L.C. 220.05%0.07%0.08%Q1 2020Q2 20204
Golden State Equity Partners 310.12%0.18%0.27%Q2 2021Q3 20234
EverSource Wealth Advisors, LLC 220.00%0.00%0.01%Q4 2021Q1 20234
Centiva Capital, LP 310.01%0.03%0.05%Q1 2019Q2 20234
GoalVest Advisory LLC 220.74%0.86%0.92%Q1 2021Q2 20224
SHEETS SMITH WEALTH MANAGEMENT 440.09%0.09%0.10%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.75%0.83%0.94%Q4 2022Q3 20234
Park Place Capital Corp 440.00%0.00%0.00%Q4 2022Q3 20234
GM Advisory Group, LLC 442.51%3.51%4.68%Q2 2021Q1 20224
PUBLIC SECTOR PENSION INVESTMENT BOARD 440.00%0.00%0.00%Q2 2021Q1 20224
K2 PRINCIPAL FUND, L.P. 210.03%0.10%0.18%Q3 2016Q3 20214
Visionary Wealth Advisors 440.04%0.06%0.08%Q4 2022Q3 20234
SYM FINANCIAL Corp 310.00%0.01%0.02%Q2 2018Q3 20204
Stratos Wealth Advisors, LLC 310.02%0.17%0.24%Q1 2020Q4 20214
KHP Capital, LLC 440.56%0.58%0.60%Q4 2017Q3 20184
Virtus Fund Advisers, LLC 440.00%0.00%0.00%Q3 2016Q2 20174
O'ROURKE & COMPANY, Inc 440.35%0.40%0.44%Q4 2022Q3 20234
Spruce Investment Advisors LLC 440.08%0.26%0.56%Q4 2016Q3 20174
EAGLE GLOBAL ADVISORS LLC 440.11%0.12%0.12%Q1 2017Q4 20174
FIRST HORIZON CORP 440.03%0.03%0.03%Q3 2020Q2 20214
Partnervest Advisory Services LLC 110.00%0.11%0.44%Q4 2016Q1 20194
Marshall Financial Group LLC 440.26%0.42%0.57%Q4 2021Q3 20224
LOWERY THOMAS, LLC 441.82%2.16%2.53%Q4 2021Q3 20224
MOTCO 310.00%0.00%0.00%Q3 2016Q3 20184
RWA WEALTH PARTNERS, LLC 310.00%0.06%0.09%Q2 2018Q4 20214
OLD SECOND NATIONAL BANK OF AURORA 440.00%0.00%0.00%Q3 2016Q2 20174
Sepio Capital, LP 440.04%0.06%0.09%Q1 2019Q4 20194
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 220.03%0.14%0.32%Q3 2022Q3 20234
New England Capital Financial Advisors LLC 441.92%1.95%2.00%Q4 2022Q3 20234
Mint Tower Capital Management B.V. 220.11%0.65%1.04%Q3 2018Q4 20184
ASSET MANAGEMENT CORP /IL/ /ADV 440.14%0.21%0.26%Q2 2022Q1 20234
Alpine Group USVI, LLC 310.29%1.37%1.93%Q2 2017Q3 20194
AlphaStar Capital Management, LLC 440.04%0.04%0.05%Q2 2021Q1 20224
TimeScale Financial, Inc. 440.00%0.00%0.00%Q2 2019Q1 20204
FIRST FOUNDATION ADVISORS 440.02%0.02%0.02%Q2 2022Q1 20234
SJS Investment Consulting Inc. 210.00%0.00%0.00%Q4 2021Q3 20223
Tradewinds Capital Management, LLC 330.00%0.00%0.00%Q4 2016Q2 20173
DARK FOREST CAPITAL MANAGEMENT LP 330.20%0.24%0.26%Q1 2023Q3 20233
Meeder Advisory Services, Inc. 330.04%0.06%0.07%Q1 2023Q3 20233
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
TIVERTON ASSET MANAGEMENT LLC 330.32%0.34%0.36%Q1 2017Q3 20173
Sterling Manor Financial, LLC 330.93%1.62%3.00%Q4 2021Q2 20223
Capitol Family Office, Inc. 335.48%6.07%6.84%Q4 2021Q2 20223
JUMP TRADING, LLC 330.02%0.22%0.32%Q4 2019Q2 20203
MGO ONE SEVEN LLC 210.02%0.02%0.03%Q4 2017Q4 20183
Newman Dignan & Sheerar, Inc. 330.53%0.91%1.25%Q2 2022Q4 20223
Phocas Financial Corp. 110.00%0.00%0.01%Q4 2018Q4 20223
ALLIANCEBERNSTEIN L.P. 330.00%0.00%0.00%Q2 2022Q4 20223
Camarda Financial Advisors, LLC 332.68%7.03%12.12%Q3 2021Q1 20223
Householder Group Estate & Retirement Specialist, LLC 110.05%0.10%0.12%Q3 2022Q3 20233
NOTTINGHAM ADVISORS, INC. 330.03%0.04%0.05%Q3 2016Q1 20173
Horizon Family Wealth, Inc. 330.30%0.31%0.32%Q1 2022Q3 20223
Armbruster Capital Management, Inc. 330.00%0.00%0.00%Q3 2016Q1 20173
Integrated Investment Consultants, LLC 210.00%0.00%0.00%Q3 2016Q3 20173
BENJAMIN EDWARDS INC 330.00%0.00%0.00%Q2 2022Q4 20223
ProVise Management Group, LLC 110.04%0.09%0.17%Q3 2016Q1 20223
McKinley Carter Wealth Services, Inc. 210.00%0.01%0.02%Q1 2018Q1 20223
Signify Wealth 210.35%1.61%2.26%Q4 2022Q3 20233
Apriem Advisors 330.00%0.01%0.01%Q3 2016Q1 20173
Selective Wealth Management, Inc. 330.01%0.01%0.01%Q1 2022Q3 20223
Mach-1 Financial Group, LLC 210.00%0.01%0.02%Q2 2022Q1 20233
Fiera Capital Corp 330.22%0.27%0.30%Q3 2018Q1 20193
Clarus Wealth Advisors 330.01%0.02%0.02%Q2 2018Q4 20183
Pinion Investment Advisors, LLC 330.11%0.18%0.23%Q4 2021Q2 20223
Charter Oak Capital Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
TOCQUEVILLE ASSET MANAGEMENT L.P. 210.00%0.01%0.02%Q3 2016Q4 20213
Oak Grove Capital LLC 330.00%0.00%0.00%Q1 2018Q3 20183
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Quent Capital, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Independent Wealth Network Inc. 331.33%1.59%1.76%Q3 2021Q1 20223
ASPIRIANT, LLC 330.28%0.30%0.34%Q3 2016Q1 20173
Glassman Wealth Services 110.00%0.00%0.00%Q3 2016Q3 20233
Fermata Advisors, LLC 330.09%0.16%0.23%Q4 2021Q2 20223
Antonetti Capital Management LLC 210.03%0.03%0.04%Q2 2010Q4 20213
Symmetry Partners, LLC 330.21%0.37%0.57%Q1 2019Q3 20193
CFO4Life Group, LLC 330.08%0.08%0.09%Q4 2022Q2 20233
Horizons Wealth Management 330.00%0.34%0.98%Q2 2023Q4 20233
HILLTOP WEALTH ADVISORS, LLC 3315.33%18.59%20.29%Q1 2022Q3 20223
Glass Jacobson Investment Advisors llc 210.22%0.25%0.28%Q4 2022Q3 20233
Ameritas Investment Partners, Inc. 110.00%0.00%0.00%Q3 2016Q2 20233
Neuburgh Advisers LLC 330.06%0.11%0.14%Q1 2017Q3 20173
West Financial Advisors, LLC 330.21%0.27%0.33%Q2 2021Q4 20213
CAPITAL ONE FINANCIAL CORP 330.03%0.10%0.14%Q1 2020Q3 20203
Buckingham Capital Management, Inc. 330.03%0.03%0.04%Q4 2022Q2 20233
INVESTMENT CENTERS OF AMERICA INC 330.02%0.03%0.04%Q3 2016Q1 20173
BRAVE ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2016Q4 20173
Pekin Hardy Strauss, Inc. 330.06%0.06%0.07%Q3 2021Q1 20223
Mosaic Family Wealth, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
QUADRANT CAPITAL GROUP LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Tyers Asset Management LLC 330.03%0.07%0.09%Q1 2017Q3 20173
Summit Financial, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
ExodusPoint Capital Management, LP 210.00%0.01%0.04%Q2 2019Q2 20203
O'Brien Wealth Partners LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Element Wealth, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CHURCHILL MANAGEMENT Corp 210.10%1.26%2.02%Q3 2016Q1 20223
Worth Venture Partners, LLC 210.04%0.06%0.07%Q3 2018Q2 20193
APPLETON GROUP, LLC 330.34%0.38%0.44%Q4 2022Q2 20233
Sage Mountain Advisors LLC 110.00%0.00%0.01%Q4 2020Q3 20233
QUATTRO FINANCIAL ADVISORS LLC 330.64%0.65%0.67%Q1 2023Q3 20233
My Personal CFO, LLC 210.24%0.28%0.32%Q4 2022Q3 20233
Sharkey, Howes & Javer 330.00%0.00%0.00%Q3 2016Q1 20173
Gallagher Fiduciary Advisors, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
PEAK FINANCIAL ADVISORS LLC 331.82%1.91%2.05%Q2 2021Q4 20213
PBMares Wealth Management LLC 330.10%0.12%0.14%Q3 2021Q1 20223
OARSMAN CAPITAL, INC. 330.12%0.13%0.13%Q2 2022Q4 20223
Midwest Professional Planners, LTD. 330.00%0.00%0.00%Q4 2017Q2 20183
Leicht Financial Planning & Wealth Management, Inc. 212.30%2.42%2.52%Q2 2021Q3 20223
Mirador Capital Partners LP 330.11%0.12%0.13%Q2 2019Q4 20193
Trilogy Capital Inc. 210.03%0.69%1.13%Q4 2022Q3 20233
CAROLINAS WEALTH CONSULTING LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ROTHSCHILD INVESTMENT LLC /IL 330.03%0.05%0.08%Q3 2016Q1 20173
ARS Investment Partners, LLC 330.03%0.15%0.39%Q3 2016Q1 20173
AXXCESS WEALTH MANAGEMENT, LLC 330.07%0.13%0.17%Q1 2023Q3 20233
Virtu KCG Holdings LLC 330.01%0.01%0.02%Q3 2016Q1 20173
Flinton Capital Management LLC 330.04%0.09%0.12%Q1 2017Q3 20173
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q2 2020Q3 20233
Engrave Wealth Partners LLC 332.58%3.09%3.69%Q2 2021Q4 20213
Glen Harbor Capital Management LLC 330.02%0.03%0.04%Q1 2017Q3 20173
Pinnacle Wealth Management Group, Inc. 331.13%1.16%1.18%Q2 2021Q4 20213
Stearns Financial Services Group 110.00%0.08%0.26%Q3 2016Q1 20203
Wall Capital Group, Inc. 330.51%0.76%0.90%Q1 2023Q3 20233
Solano Wealth Management, Inc. 331.27%1.37%1.47%Q1 2023Q3 20233
Private Wealth Advisors, Inc. 330.10%0.26%0.49%Q3 2016Q1 20173
LBA Wealth Management, LLC 330.00%0.01%0.01%Q3 2016Q1 20173
Fulcrum Equity Management 210.01%0.21%0.37%Q3 2019Q1 20223
GYL FINANCIAL SYNERGIES, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
Polaris Wealth Advisory Group, LLC 210.00%0.17%0.51%Q1 2018Q2 20213
Savant Capital, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
SCHRODER INVESTMENT MANAGEMENT GROUP 330.00%0.00%0.00%Q1 2017Q3 20173
Squar Milner Financial Services LLC 210.00%0.01%0.01%Q2 2018Q1 20203
ICA Group Wealth Management, LLC 330.00%0.01%0.01%Q4 2022Q2 20233
Marathon Trading Investment Management LLC 210.00%0.02%0.02%Q2 2022Q3 20233
NEIRG Wealth Management, LLC 330.05%1.39%2.10%Q4 2021Q2 20223
Imprint Wealth LLC 330.17%0.23%0.26%Q1 2023Q3 20233
TILIA FIDUCIARY PARTNERS, INC. 330.01%0.01%0.01%Q4 2021Q2 20223
Paloma Partners Management Co 110.00%0.04%0.12%Q3 2016Q4 20203
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
First American Bank 330.07%0.11%0.17%Q2 2021Q4 20213
Investors Financial Group, LLC 330.13%0.14%0.14%Q2 2021Q4 20213
QCM Cayman, Ltd. 330.64%1.35%2.53%Q1 2021Q3 20213
DENVER WEALTH MANAGEMENT, INC. 110.24%0.33%0.38%Q1 2021Q2 20223
Novak Financial Planning, LLC 331.02%1.24%1.38%Q4 2020Q2 20213
ROWLAND CARMICHAEL ADVISORS INC /ADV 210.00%0.00%0.00%Q3 2019Q4 20203
JSF Financial, LLC 110.15%0.19%0.22%Q3 2021Q3 20233
BROWN ADVISORY INC 330.00%0.00%0.00%Q4 2021Q2 20223
Econ Financial Services Corp 211.97%2.20%2.49%Q1 2022Q4 20223
Pinnacle Private Wealth, LLC 330.10%0.11%0.12%Q4 2021Q2 20223
Bank Pictet & Cie (Europe) AG 330.04%0.09%0.18%Q3 2016Q1 20173
Titus Wealth Management 331.82%1.90%1.96%Q4 2021Q2 20223
One River Asset Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20223
ROPES WEALTH ADVISORS LLC 110.00%0.02%0.04%Q2 2019Q4 20203
IMPACTfolio, LLC 331.69%1.79%1.93%Q1 2022Q3 20223
PRIVATE CAPITAL MANAGEMENT INC 330.24%0.34%0.43%Q3 2016Q1 20173
Private Ocean, LLC 110.00%0.00%0.00%Q3 2017Q2 20233
Blackhawk Capital Partners LLC. 330.36%0.50%0.58%Q3 2019Q1 20203
Baron Wealth Management LLC 330.17%0.19%0.20%Q4 2022Q2 20233
TAP Consulting, LLC 330.73%0.77%0.82%Q3 2021Q1 20223
Cornerstone Planning Group LLC 210.30%0.38%0.51%Q4 2022Q3 20233
EMC Capital Management 330.00%0.00%0.00%Q1 2021Q3 20213
TECTONIC ADVISORS LLC 330.00%0.01%0.01%Q2 2021Q4 20213
STRINGER ASSET MANAGEMENT, LLC 334.13%4.42%4.68%Q1 2018Q3 20183
Brick & Kyle, Associates 330.02%0.02%0.03%Q3 2016Q1 20173
WealthBridge Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 222.31%2.34%2.37%Q4 2021Q1 20222
MILESTONE WEALTH, LLC 220.07%0.07%0.08%Q4 2021Q1 20222
Anfield Capital Management, LLC 220.08%0.19%0.29%Q4 2019Q1 20202
FORBES J M & CO LLP 220.32%0.33%0.34%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.02%0.03%0.03%Q4 2022Q1 20232
Occidental Asset Management, LLC 220.09%0.22%0.35%Q4 2021Q1 20222
BBVA USA Bancshares, Inc. 110.00%0.01%0.02%Q3 2016Q4 20192
ROMANO BROTHERS AND COMPANY 110.01%0.02%0.03%Q4 2022Q3 20232
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q3 2019Q1 20202
Clearwater Capital Advisors, LLC 110.00%0.06%0.13%Q3 2016Q1 20182
PITTENGER & ANDERSON INC 110.00%0.01%0.02%Q3 2016Q3 20232
PARK AVENUE SECURITIES LLC 220.02%0.03%0.03%Q1 2022Q2 20222
Private Wealth Strategies, L.L.C. 220.05%0.05%0.06%Q4 2021Q1 20222
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Core Wealth Advisors, Inc. 110.01%1.74%3.48%Q4 2019Q2 20222
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 220.02%0.03%0.04%Q2 2023Q3 20232
Windsor Advisory Group, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Strategic Blueprint, LLC 110.02%0.11%0.21%Q1 2020Q2 20212
Clean Yield Group 110.00%0.00%0.00%Q3 2016Q4 20222
INVESTMENT PARTNERS, LTD. 110.11%0.13%0.15%Q3 2019Q1 20222
Scott & Selber, Inc. 111.18%1.51%1.85%Q3 2016Q4 20172
Davis Capital Management 220.00%0.00%0.00%Q1 2020Q2 20202
Catamount Wealth Management 220.00%0.00%0.01%Q4 2018Q1 20192
SIMON QUICK ADVISORS, LLC 110.00%0.01%0.02%Q1 2020Q4 20222
IMC-Chicago, LLC 110.00%0.00%0.00%Q1 2019Q3 20232
BREITER CAPITAL MANAGEMENT INC 221.69%2.21%2.73%Q1 2021Q2 20212
West Tower Group, LLC 220.02%0.12%0.21%Q2 2023Q3 20232
Fort Point Capital Partners LLC 220.20%0.22%0.23%Q3 2021Q4 20212
XR Securities LLC 110.04%0.23%0.42%Q4 2017Q1 20202
Proficio Capital Partners LLC 220.01%0.01%0.01%Q3 2016Q4 20162
Penserra Capital Management LLC 220.03%0.04%0.04%Q2 2019Q3 20192
HBK Sorce Advisory LLC 220.02%0.02%0.02%Q2 2022Q3 20222
ACG Wealth 110.02%0.16%0.30%Q3 2016Q2 20222
Royal Fund Management, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Raab & Moskowitz Asset Management LLC 110.02%0.02%0.03%Q3 2018Q4 20192
Amica Retiree Medical Trust 220.18%0.24%0.30%Q1 2022Q2 20222
Private Advisory Group LLC 220.09%0.10%0.12%Q2 2023Q3 20232
CLEAR STREET MARKETS LLC 110.00%0.07%0.13%Q4 2016Q1 20232
W.H. Cornerstone Investments Inc. 220.33%0.34%0.36%Q3 2022Q4 20222
BlueCrest Capital Management Ltd 110.51%0.64%0.76%Q3 2017Q2 20182
MV CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2016Q3 20222
Polar Asset Management Partners Inc. 220.02%0.02%0.03%Q4 2019Q1 20202
Spectrum Management Group, LLC 220.03%1.60%3.17%Q3 2019Q4 20192
Pallas Capital Advisors LLC 220.04%0.05%0.06%Q2 2023Q3 20232
RIVERHEAD CAPITAL MANAGEMENT LLC 220.08%0.08%0.09%Q2 2017Q3 20172
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Legal & General Group Plc 110.00%0.00%0.00%Q1 2019Q2 20202
Joel Isaacson & Co., LLC 220.01%0.01%0.01%Q3 2016Q4 20162
WMS Partners, LLC 220.03%0.04%0.06%Q3 2021Q4 20212
PFS INVESTMENTS INC. 220.01%0.01%0.01%Q2 2022Q3 20222
Verition Fund Management LLC 220.01%0.02%0.02%Q2 2022Q3 20222
KANALY TRUST CO 220.00%0.00%0.00%Q3 2016Q4 20162
Axiom Investment Management LLC 220.00%0.00%0.00%Q1 2019Q2 20192
KRV Capital LP 224.94%5.62%6.29%Q4 2016Q1 20172
TD Capital Management LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Financial Enhancement Group LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Silverleafe Capital Partners, LLC 220.25%0.25%0.26%Q2 2022Q3 20222
Beaird Harris Wealth Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
BlackRock Investment Management, LLC 220.00%0.00%0.00%Q3 2016Q4 20162
CAPITAL GUARDIAN TRUST CO 220.00%0.00%0.00%Q3 2018Q4 20182
SWARTHMORE GROUP INC 221.22%1.44%1.67%Q3 2016Q4 20162
BW Gestao de Investimentos Ltda. 220.89%0.94%0.99%Q3 2021Q4 20212
WIN ADVISORS, INC 220.00%0.65%1.30%Q4 2022Q1 20232
HC FINANCIAL ADVISORS INC 220.00%0.00%0.00%Q1 2020Q2 20202
Cornerstone Wealth Group, LLC 220.16%0.45%0.73%Q3 2021Q4 20212
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20232
Avantax Planning Partners, Inc. 110.00%0.01%0.01%Q1 2018Q3 20182
First National Bank of South Miami 220.01%0.01%0.01%Q4 2021Q1 20222
Stadion Money Management, LLC 110.66%1.30%1.93%Q2 2017Q3 20232
Kavar Capital Partners, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Concert Wealth Management Inc. 110.05%0.06%0.06%Q3 2016Q1 20172
Bluefin Trading, LLC 220.02%0.02%0.02%Q3 2016Q4 20162
Herold Advisors, Inc. 110.03%0.03%0.03%Q3 2021Q1 20222
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 220.02%0.03%0.03%Q3 2018Q4 20182
Alliance Wealth Advisors, LLC 220.40%0.40%0.41%Q2 2023Q3 20232
Retirement Planning Co of New England, Inc. 110.01%0.07%0.12%Q4 2021Q2 20232
Iyo Bank, Ltd. 110.73%1.21%1.70%Q4 2021Q2 20222
SUNFLOWER BANK, NA WEALTH MANAGEMENT 220.12%0.65%1.19%Q3 2019Q4 20192
Cerity Partners LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Curi Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20212
Signet Investment Advisory Group, Inc. 110.00%0.00%0.00%Q4 2018Q4 20202
Bank of Marin 220.20%0.22%0.23%Q2 2023Q3 20232
ORG Partners LLC 220.02%0.02%0.03%Q2 2023Q3 20232
VISTA FINANCE, LLC 220.63%0.65%0.68%Q4 2021Q1 20222
PACIFIC FINANCIAL GROUP INC 220.06%0.06%0.06%Q2 2019Q3 20192
MACKENZIE FINANCIAL CORP 220.01%0.02%0.03%Q4 2018Q1 20192
Bruderman Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Stillwater Capital Advisors, LLC 220.18%0.19%0.19%Q2 2023Q3 20232
TEXAS CAPITAL BANCSHARES INC/TX 220.33%0.39%0.45%Q2 2021Q3 20212
WBI INVESTMENTS, LLC 110.17%0.24%0.31%Q3 2018Q1 20192
First International Bank & Trust 220.08%0.08%0.08%Q1 2022Q2 20222
FineMark National Bank & Trust 220.01%0.01%0.01%Q3 2016Q4 20162
Regal Investment Advisors LLC 110.04%0.05%0.06%Q3 2016Q2 20222
Laird Norton Wetherby Wealth Management, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Vantage Financial Partners Ltd., Inc. 110.48%1.21%1.93%Q4 2016Q3 20172
New England Investment & Retirement Group, Inc. 220.70%0.77%0.84%Q4 2019Q1 20202
ABSOLUTE CAPITAL MANAGEMENT, LLC 220.66%1.66%2.65%Q4 2021Q1 20222
Susquehanna International Group Ltd. 220.77%1.08%1.40%Q3 2019Q4 20192
AVALON CAPITAL MANAGEMENT 220.24%0.30%0.36%Q3 2016Q4 20162
WEXFORD CAPITAL LP 110.06%0.40%0.74%Q3 2016Q3 20202
FinTrust Capital Advisors, LLC 110.00%0.00%0.01%Q1 2020Q3 20222
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.01%0.01%Q3 2016Q1 20172
Danda Trouve Investment Management, Inc. 220.02%0.08%0.15%Q2 2021Q3 20212
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.23%0.26%0.29%Q4 2021Q1 20222
MACROVIEW INVESTMENT MANAGEMENT LLC 220.01%0.01%0.01%Q1 2018Q2 20182
XL Group Investments Ltd 220.81%0.83%0.85%Q4 2016Q1 20172
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Semmax Financial Advisors Inc. 220.00%0.00%0.00%Q4 2018Q1 20192
RITTER DANIHER FINANCIAL ADVISORY LLC 220.11%0.11%0.12%Q2 2021Q3 20212
American Financial Network Advisory Services LLC 220.03%0.05%0.07%Q3 2017Q4 20172
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.03%0.05%0.08%Q3 2016Q1 20202
BlackRock Group LTD 220.00%0.00%0.00%Q3 2016Q4 20162
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Flagship Private Wealth, LLC 220.29%0.32%0.36%Q3 2021Q4 20212
SWS Partners 220.00%0.00%0.00%Q4 2017Q1 20182
Financial Guidance Group, Inc. 220.16%0.16%0.17%Q1 2022Q2 20222
Twin Tree Management, LP 110.00%0.00%0.00%Q3 2019Q1 20222
3D ASSET MANAGEMENT, INC 110.07%0.07%0.08%Q1 2020Q3 20202
INR ADVISORY SERVICES LLC 220.00%0.00%0.00%Q4 2018Q1 20192
West Oak Capital, LLC 220.01%0.01%0.01%Q3 2016Q4 20162
Bragg Financial Advisors, Inc 220.01%0.01%0.01%Q4 2022Q1 20232
Zions Bancorporation, N.A. 110.00%0.01%0.03%Q4 2018Q3 20202
IMA Wealth, Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
NorthCoast Asset Management LLC 220.02%0.08%0.14%Q2 2021Q3 20212
CBIZ Investment Advisory Services, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
WASHINGTON TRUST Co 220.00%0.00%0.00%Q1 2021Q2 20212
Quantitative Investment Management, LLC 220.07%1.05%2.02%Q1 2023Q2 20232
RMR Wealth Builders 220.01%0.01%0.01%Q4 2020Q1 20212
GFS Advisors, LLC 220.06%0.08%0.09%Q3 2016Q4 20162
NVWM, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
AJ WEALTH STRATEGIES, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
MCF Advisors LLC 220.00%0.11%0.22%Q3 2016Q4 20162
PERRITT CAPITAL MANAGEMENT INC 220.06%0.06%0.07%Q3 2016Q4 20162
Dean, Jacobson Financial Services, LLC 2218.87%56.00%93.12%Q4 2021Q1 20222
Blue Granite Capital, LLC 220.02%0.08%0.14%Q3 2017Q4 20172
Man Group plc 110.02%0.04%0.05%Q2 2018Q3 20222
OXFORD FINANCIAL GROUP, LTD. LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Sage Capital Advisors,llc 110.11%0.18%0.25%Q4 2019Q4 20212
Allred Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q1 20212
MSI Financial Services Inc 220.02%0.03%0.04%Q3 2016Q4 20162
Geneva Advisors, LLC 220.01%0.01%0.01%Q3 2016Q4 20162
FIRST AMERICAN TRUST, FSB 220.04%0.04%0.04%Q2 2022Q3 20222
Bleakley Financial Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Precision Wealth Strategies, LLC 221.95%2.90%3.86%Q3 2021Q4 20212
CETERA INVESTMENT MANAGEMENT LLC 110.34%0.35%0.35%Q3 2016Q1 20172
TIAA CREF TRUST CO FSB/MO 220.00%0.00%0.01%Q3 2016Q4 20162
Kalos Management, Inc. 220.24%0.24%0.24%Q3 2021Q4 20212
Vontobel Holding Ltd. 110.00%0.00%0.01%Q4 2020Q3 20212
MCIA Inc 220.00%0.00%0.00%Q2 2017Q3 20172
KWMG, LLC 220.03%0.03%0.03%Q2 2022Q3 20222
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
DONALDSON CAPITAL MANAGEMENT, LLC 220.04%0.04%0.05%Q4 2016Q1 20172
Evolution Wealth Advisors, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Talisman Wealth Advisors LLC 220.46%0.48%0.51%Q2 2023Q3 20232
RiverFront Investment Group, LLC 220.07%0.08%0.08%Q3 2016Q4 20162
Stuart Chaussee & Associates, Inc. 118.33%10.80%13.26%Q2 2021Q4 20212
Corsair Capital Management 220.04%0.05%0.05%Q3 2016Q4 20162
PFS Partners, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Crumly & Associates Inc. 221.30%1.39%1.49%Q2 2022Q3 20222
RPg Family Wealth Advisory, LLC 110.01%0.24%0.47%Q1 2019Q3 20232
Independence Advisors, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Trinity Financial Advisors LLC 110.24%0.87%1.51%Q4 2020Q2 20222
RE Dickinson Investment Advisors, LLC 220.00%0.02%0.03%Q1 2022Q2 20222
SCHAFER CULLEN CAPITAL MANAGEMENT INC 220.02%0.02%0.02%Q3 2020Q4 20202
DREMAN VALUE MANAGEMENT, L L C 110.02%0.31%0.60%Q3 2016Q1 20182
Eisler Capital (UK) Ltd. 220.60%0.75%0.90%Q3 2021Q4 20212
DOWLING & YAHNKE LLC 110.00%0.05%0.10%Q4 2019Q3 20222
TELEMUS CAPITAL, LLC 110.03%0.04%0.06%Q2 2022Q4 20222
Insight Advisors, LLC/ PA 220.11%0.12%0.12%Q3 2021Q4 20212
AMICA MUTUAL INSURANCE CO 220.16%0.24%0.31%Q1 2022Q2 20222
ELM ADVISORS, LLC 110.00%0.00%0.00%Q3 2018Q4 20202
WP Advisors, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Peoples Bank/KS 220.67%0.82%0.97%Q3 2023Q4 20232
Wealthspire Advisors, LLC 110.00%0.01%0.01%Q4 2018Q3 20202
G&S Capital LLC 220.40%0.43%0.45%Q3 2020Q4 20202
Avalon Investment & Advisory 110.01%0.11%0.21%Q4 2019Q4 20222
Riverview Capital Advisers, LLC 220.08%0.08%0.08%Q4 2021Q1 20222
Northwest Capital Management Inc 220.00%0.01%0.01%Q2 2023Q3 20232
Zions Bancorporation 110.00%0.01%0.01%Q2 2017Q3 20182
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Ascent Wealth Partners, LLC 110.18%0.18%0.18%Q3 2016Q3 20161
Wharton Business Group, LLC 110.03%0.03%0.03%Q3 2016Q3 20161
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Truadvice, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Merrion Investment Management Co, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Lumina Fund Management LLC 110.08%0.08%0.08%Q3 2016Q3 20161
Carmel Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HIGHLAND CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Columbus Macro, LLC 110.42%0.42%0.42%Q4 2021Q4 20211
Argentus Capital Management, LLC 110.09%0.09%0.09%Q3 2016Q3 20161
LEE DANNER & BASS INC 110.06%0.06%0.06%Q3 2020Q3 20201
Edmond de Rothschild (Europe) 110.01%0.01%0.01%Q3 2016Q3 20161
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Coastline Trust Co 110.04%0.04%0.04%Q3 2016Q3 20161
Integrated Wealth Management 110.01%0.01%0.01%Q3 2016Q3 20161
Transform Wealth, LLC 110.34%0.34%0.34%Q3 2016Q3 20161
Guidant Wealth Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
TRUEWEALTH LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Hudson Bay Capital Management LP 110.01%0.01%0.01%Q3 2016Q3 20161
Fiduciary Group LLC 110.03%0.03%0.03%Q3 2023Q3 20231
INGALLS & SNYDER LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Better Money Decisions, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
SteelPeak Wealth, LLC 110.16%0.16%0.16%Q2 2022Q2 20221
FSC Wealth Advisors, LLC 114.11%4.11%4.11%Q4 2021Q4 20211
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Samalin Investment Counsel, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ONTARIO TEACHERS PENSION PLAN BOARD 111.20%1.20%1.20%Q1 2021Q1 20211
BECK CAPITAL MANAGEMENT, LLC 110.09%0.09%0.09%Q3 2022Q3 20221
Ballew Advisors, Inc 110.00%0.00%0.00%Q3 2018Q3 20181
Rodgers & Associates, LTD 110.11%0.11%0.11%Q1 2023Q1 20231
Sandell Asset Management Corp. 110.28%0.28%0.28%Q3 2016Q3 20161
Hefty Wealth Partners 110.35%0.35%0.35%Q3 2016Q3 20161
Elm Partners Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Masso Torrence Wealth Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
TRUST CO OF VIRGINIA /VA 110.10%0.10%0.10%Q3 2016Q3 20161
S.A. Mason LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Allegiant Private Advisors, LLC 110.07%0.07%0.07%Q2 2021Q2 20211
JUNCTURE WEALTH STRATEGIES, LLC 111.06%1.06%1.06%Q3 2016Q3 20161
TFB Advisors LLC 110.09%0.09%0.09%Q2 2023Q2 20231
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.00%0.00%0.00%Q3 2018Q3 20181
J.Safra Asset Management Corp 110.07%0.07%0.07%Q3 2016Q3 20161
Ascent Group, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PETERSON WEALTH MANAGEMENT 110.58%0.58%0.58%Q1 2022Q1 20221
LPWM LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Castle Financial & Retirement Planning Associates, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q3 2016Q3 20161
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Argent Wealth Management LLC 110.04%0.04%0.04%Q2 2020Q2 20201
San Luis Wealth Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
VAUGHAN & Co SECURITIES, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2020Q1 20201
American Trust 110.02%0.02%0.02%Q4 2022Q4 20221
Meru Capital Group, LP 110.46%0.46%0.46%Q1 2017Q1 20171
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Veracity Capital LLC 110.53%0.53%0.53%Q4 2019Q4 20191
PHYSICIANS FINANCIAL SERVICES, INC. 110.00%0.00%0.00%Q3 2016Q3 20161
PRIVATE ASSET MANAGEMENT INC 110.05%0.05%0.05%Q2 2021Q2 20211
Opera Trading Capital 110.62%0.62%0.62%Q3 2016Q3 20161
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q3 2023Q3 20231
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 110.14%0.14%0.14%Q1 2022Q1 20221
SHINE INVESTMENT ADVISORY SERVICES INC 110.00%0.00%0.00%Q2 2017Q2 20171
Alley Co LLC 110.20%0.20%0.20%Q3 2016Q3 20161
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Beacon Capital Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
ACUTE INVESTMENT ADVISORY, LLC 111.38%1.38%1.38%Q1 2022Q1 20221
Lee Financial Co 110.00%0.00%0.00%Q3 2023Q3 20231
Valmark Advisers, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
First Pacific Financial 110.29%0.29%0.29%Q4 2020Q4 20201
Urban Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Horizon Investment Services, LLC 111.27%1.27%1.27%Q4 2022Q4 20221
MATHER GROUP, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 110.00%0.00%0.00%Q3 2016Q3 20161
REUTER JAMES WEALTH MANAGEMENT, LLC 112.63%2.63%2.63%Q4 2021Q4 20211
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Miracle Mile Advisors, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.52%0.52%0.52%Q2 2023Q2 20231
DOLIVER ADVISORS, LP 110.14%0.14%0.14%Q4 2020Q4 20201
Family Management Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Freestone Capital Holdings, LLC 110.63%0.63%0.63%Q3 2023Q3 20231
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Highstreet Asset Management Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Merriman Wealth Management, LLC 111.02%1.02%1.02%Q2 2020Q2 20201
CPWM, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
NEW YORK LIFE TRUST CO 110.00%0.00%0.00%Q3 2016Q3 20161
Castleview Partners, LLC 110.14%0.14%0.14%Q2 2021Q2 20211
CVA Family Office, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SPX Gestao de Recursos Ltda 112.96%2.96%2.96%Q2 2020Q2 20201
BANK PICTET & CIE (ASIA) LTD 110.14%0.14%0.14%Q3 2016Q3 20161
Arlington Partners LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Strategic Asset Management, LLC 110.12%0.12%0.12%Q3 2021Q3 20211
Gyon Technologies Capital Management, LP 110.08%0.08%0.08%Q2 2022Q2 20221
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Summit Place Financial Advisors, LLC 110.86%0.86%0.86%Q1 2020Q1 20201
SYNTAX RESEARCH, INC. 111.33%1.33%1.33%Q3 2023Q3 20231
LOWE BROCKENBROUGH & CO INC 110.05%0.05%0.05%Q3 2016Q3 20161
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
TOWNSQUARE CAPITAL LLC 110.06%0.06%0.06%Q4 2018Q4 20181
SITTNER & NELSON, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
WealthPLAN Partners, LLC 110.13%0.13%0.13%Q3 2016Q3 20161
Hillswick Asset Management, LLC 112.86%2.86%2.86%Q3 2016Q3 20161
WOODWARD DIVERSIFIED CAPITAL, LLC 110.16%0.16%0.16%Q3 2021Q3 20211
AT Bancorp 110.02%0.02%0.02%Q2 2017Q2 20171
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MONTAG A & ASSOCIATES INC 110.08%0.08%0.08%Q3 2016Q3 20161
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
DFPG INVESTMENTS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Evanson Asset Management, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Clarfeld Financial Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Affiance Financial, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Foundations Investment Advisors, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Global X Management CO LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Strategic Advocates LLC 110.36%0.36%0.36%Q3 2023Q3 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Trustees of Dartmouth College 110.02%0.02%0.02%Q4 2018Q4 20181
LOEB PARTNERS CORP 110.00%0.00%0.00%Q4 2018Q4 20181
Mizuho Bank, Ltd. 111.48%1.48%1.48%Q3 2018Q3 20181
Heritage Trust Co 110.00%0.00%0.00%Q1 2017Q1 20171
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q1 2021Q1 20211
Vestpro Financial Partners, Inc. dba CPF Texas 110.00%0.00%0.00%Q3 2018Q3 20181
WESTPORT RESOURCES MANAGEMENT INC 110.02%0.02%0.02%Q3 2016Q3 20161
Teamwork Financial Advisors, LLC 110.58%0.58%0.58%Q2 2022Q2 20221
Smith, Salley & Associates 110.07%0.07%0.07%Q3 2016Q3 20161
PUBLIC INVESTMENT FUND 1127.58%27.58%27.58%Q2 2020Q2 20201
Montecito Bank & Trust 110.04%0.04%0.04%Q4 2016Q4 20161
Paulson Wealth Management Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
M Holdings Securities, Inc. 110.04%0.04%0.04%Q2 2022Q2 20221
Mattern Wealth Management LLC 111.62%1.62%1.62%Q4 2021Q4 20211
CAPITAL ONE, NATIONAL ASSOCIATION 110.15%0.15%0.15%Q4 2019Q4 20191
Klingman & Associates, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.04%0.04%0.04%Q2 2018Q2 20181
Southland Equity Partners LLC 110.18%0.18%0.18%Q1 2021Q1 20211
Delphi Private Advisors LLC 110.01%0.01%0.01%Q3 2016Q3 20161
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Heritage Wealth Advisors 110.00%0.00%0.00%Q3 2019Q3 20191
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q1 2020Q1 20201
Ceros Financial Services Inc. 110.09%0.09%0.09%Q1 2019Q1 20191
MARINO, STRAM & ASSOCIATES LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Nan Shan Life Insurance Co., Ltd. 110.06%0.06%0.06%Q3 2016Q3 20161
Ignite Planners, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
HANCOCK WHITNEY CORP 110.01%0.01%0.01%Q4 2017Q4 20171
Steinberg Global Asset Management 110.41%0.41%0.41%Q3 2016Q3 20161
Arete Wealth Advisors, LLC 110.06%0.06%0.06%Q2 2020Q2 20201
FNY Investment Advisers, LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Truepoint, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
American Research & Management Co. 110.00%0.00%0.00%Q3 2016Q3 20161
Parcion Private Wealth LLC 110.11%0.11%0.11%Q2 2022Q2 20221
Rooted Wealth Advisors, Inc. 111.02%1.02%1.02%Q2 2023Q2 20231
Bristlecone Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Palisade Asset Management, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
BRIGHTON JONES LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Capula Management Ltd 110.05%0.05%0.05%Q1 2023Q1 20231
BURNS J W & CO INC/NY 110.08%0.08%0.08%Q3 2016Q3 20161
Premia Global Advisors, LLC 110.17%0.17%0.17%Q4 2017Q4 20171
COLONY GROUP LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Tandem Wealth Advisors LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Cedar Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Visionary Asset Management, Inc. 110.20%0.20%0.20%Q4 2018Q4 20181
GREAT LAKES ADVISORS, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Lunt Capital Management, Inc. 110.29%0.29%0.29%Q2 2023Q2 20231
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Banco de Sabadell, S.A 110.02%0.02%0.02%Q4 2017Q4 20171
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q1 2019Q1 20191
Biltmore Capital Advisors LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Tuttle Capital Management, LLC 110.45%0.45%0.45%Q4 2021Q4 20211
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Segment Wealth Management, LLC 110.11%0.11%0.11%Q3 2016Q3 20161
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Mizuho Trust & Banking Co., Ltd. 111.63%1.63%1.63%Q4 2019Q4 20191
INTEGRAL DERIVATIVES, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
IEQ CAPITAL, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Schonfeld Strategic Advisors LLC 110.09%0.09%0.09%Q4 2021Q4 20211
STEADFAST ADVISORS LP 110.28%0.28%0.28%Q3 2016Q3 20161
NIEMANN CAPITAL MANAGEMENT INC 113.02%3.02%3.02%Q4 2019Q4 20191
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
Connor, Clark & Lunn Investment Management Ltd. 110.01%0.01%0.01%Q3 2016Q3 20161
Stone House Investment Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ADVISOR CONSULTANT NETWORK INC 110.06%0.06%0.06%Q3 2016Q3 20161
CITY HOLDING CO 110.05%0.05%0.05%Q3 2016Q3 20161
Blueshift Asset Management, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Ferguson Shapiro LLC 112.67%2.67%2.67%Q4 2019Q4 20191
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
CONDOR CAPITAL MANAGEMENT 110.05%0.05%0.05%Q3 2016Q3 20161
FIRST FINANCIAL EQUITY CORPORATION 110.51%0.51%0.51%Q1 2017Q1 20171
Karp Capital Management Corp 110.03%0.03%0.03%Q4 2021Q4 20211
INTERACTIVE FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q2 2017Q2 20171
Manchester Capital Management LLC 110.06%0.06%0.06%Q3 2016Q3 20161
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q4 2016Q4 20161
HARTFORD INVESTMENT MANAGEMENT CO 110.62%0.62%0.62%Q4 2022Q4 20221
Perkins Coie Trust Co 110.01%0.01%0.01%Q3 2023Q3 20231
Coury Firm Asset Management LLC 110.18%0.18%0.18%Q1 2022Q1 20221
Hartford Financial Management Inc. 110.36%0.36%0.36%Q3 2016Q3 20161
BANQUE PICTET & CIE SA 110.19%0.19%0.19%Q3 2016Q3 20161
Rise Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
JEPPSON WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
First PREMIER Bank 110.00%0.00%0.00%Q2 2022Q2 20221
Carnegie Capital Asset Management, LLC 110.04%0.04%0.04%Q3 2016Q3 20161
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
MCDONALD PARTNERS LLC 112.65%2.65%2.65%Q4 2021Q4 20211
One Charles Private Wealth Services, LLC 110.15%0.15%0.15%Q2 2022Q2 20221
Main Street Financial Solutions, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
GSA CAPITAL PARTNERS LLP 110.07%0.07%0.07%Q1 2023Q1 20231
Strategic Investment Advisors / MI 110.43%0.43%0.43%Q3 2019Q3 20191
Delek Group, Ltd. 110.00%0.00%0.00%Q4 2017Q4 20171
CUMBERLAND ADVISORS INC 113.18%3.18%3.18%Q4 2019Q4 20191
Headlands Technologies LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Cascadia Advisory Services, LLC 110.60%0.60%0.60%Q3 2021Q3 20211
Nauset Wealth Management. LLC 110.03%0.03%0.03%Q1 2022Q1 20221
FIFTH THIRD SECURITIES, INC. 110.29%0.29%0.29%Q3 2020Q3 20201
Grove Bank & Trust 110.59%0.59%0.59%Q3 2016Q3 20161
Ellevest, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Private Portfolio Partners LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Alpha Cubed Investments, LLC 110.40%0.40%0.40%Q4 2022Q4 20221
SFG Wealth Management, LLC. 111.61%1.61%1.61%Q4 2021Q4 20211
BCGM Wealth Management, LLC 110.81%0.81%0.81%Q1 2022Q1 20221
Franklin, Parlapiano, Turner & Welch, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
C M BIDWELL & ASSOCIATES LTD 110.00%0.00%0.00%Q3 2016Q3 20161
Destination Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
TORONTO DOMINION BANK 110.00%0.00%0.00%Q1 2017Q1 20171
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q4 2016Q4 20161
Elevated Capital Advisors, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Key Bridge Compliance, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Orca Investment Management, LLC 110.24%0.24%0.24%Q3 2016Q3 20161
STEADFAST CAPITAL MANAGEMENT LP 110.27%0.27%0.27%Q3 2016Q3 20161
Fortis Capital Management LLC 111.28%1.28%1.28%Q3 2023Q3 20231
Analyst IMS Investment Management Services Ltd. 110.00%0.00%0.00%Q3 2018Q3 20181
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
Greenwich Wealth Management LLC 110.04%0.04%0.04%Q3 2016Q3 20161
PRIMORIS WEALTH ADVISORS, LLC 110.42%0.42%0.42%Q2 2022Q2 20221
Grandview Asset Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Clear Harbor Asset Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
GREENWOOD CAPITAL ASSOCIATES LLC 110.22%0.22%0.22%Q3 2016Q3 20161
StoneX Group Inc. 110.83%0.83%0.83%Q2 2022Q2 20221
KLK CAPITAL MANAGEMENT LLC 110.58%0.58%0.58%Q3 2023Q3 20231
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q1 2022Q1 20221
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
AHL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Emerald Acquisition Ltd. 110.01%0.01%0.01%Q3 2016Q3 20161
Crescent Capital Consulting, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Security Financial Services, INC. 110.13%0.13%0.13%Q4 2021Q4 20211
LOGAN CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2021Q1 20211
Sunbelt Securities, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Emerald Advisors, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
L & S Advisors Inc 110.07%0.07%0.07%Q3 2022Q3 20221
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Regis Management CO LLC 110.06%0.06%0.06%Q3 2016Q3 20161
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Indiana Trust & Investment Management CO 110.00%0.00%0.00%Q3 2023Q3 20231
CITIZENS & NORTHERN CORP 112.22%2.22%2.22%Q4 2017Q4 20171
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Assured Investment Management LLC 110.06%0.06%0.06%Q3 2016Q3 20161
HOWARD CAPITAL MANAGEMENT 110.18%0.18%0.18%Q3 2016Q3 20161
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
North Star Investment Management Corp. 110.00%0.00%0.00%Q3 2016Q3 20161
Private Wealth Advisors, LLC 111.69%1.69%1.69%Q4 2019Q4 20191
WealthOne, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
FSB PREMIER WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
NTV ASSET MANAGEMENT LLC 110.22%0.22%0.22%Q3 2016Q3 20161
Virtus Investment Advisers, Inc. 110.05%0.05%0.05%Q3 2016Q3 20161
Meridian Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
BRINKER CAPITAL INC 110.13%0.13%0.13%Q3 2016Q3 20161
CenterStar Fund, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
MERITAGE PORTFOLIO MANAGEMENT 110.38%0.38%0.38%Q3 2023Q3 20231
CFO4Life, L.P. 110.08%0.08%0.08%Q4 2022Q4 20221
Richwood Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q1 2018Q1 20181
Buckley Wealth Management, LLC 110.29%0.29%0.29%Q4 2017Q4 20171
Gallagher Benefit Services, Inc. 110.07%0.07%0.07%Q4 2022Q4 20221
VICUS CAPITAL 110.11%0.11%0.11%Q3 2016Q3 20161
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.02%0.02%0.02%Q3 2016Q3 20161
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
PICTET ASSET MANAGEMENT LTD 110.00%0.00%0.00%Q3 2016Q3 20161
FIRST INTERSTATE BANCSYSTEM INC 110.64%0.64%0.64%Q1 2021Q1 20211
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Optiver Holding B.V. 110.00%0.00%0.00%Q1 2022Q1 20221
ORLEANS CAPITAL MANAGEMENT CORP/LA 110.14%0.14%0.14%Q1 2022Q1 20221
PCA Investment Advisory Services Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Pictet North America Advisors SA 110.05%0.05%0.05%Q3 2016Q3 20161
Argent Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
MYCIO WEALTH PARTNERS, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
STOCK YARDS BANK & TRUST CO 110.01%0.01%0.01%Q3 2023Q3 20231
Weil Company, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Northstar Advisory Group, LLC 111.03%1.03%1.03%Q1 2022Q1 20221
OPPENHEIMER ASSET MANAGEMENT INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Financial Sense Advisors, Inc. 110.48%0.48%0.48%Q1 2022Q1 20221
Covenant Multifamily Offices, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
BALDWIN BROTHERS LLC/MA 110.01%0.01%0.01%Q3 2016Q3 20161
NATIONAL PLANNING CORP 110.02%0.02%0.02%Q3 2016Q3 20161
Pinnacle Family Advisors, LLC 110.29%0.29%0.29%Q2 2023Q2 20231
Atomi Financial Group, Inc. 110.36%0.36%0.36%Q2 2023Q2 20231
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.00%0.00%Q3 2019Q3 20191
PVG Asset Management 110.30%0.30%0.30%Q4 2016Q4 20161
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Banco BTG Pactual S.A. 110.50%0.50%0.50%Q3 2023Q3 20231
Aevitas Wealth Management, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Fortis Group Advisors, LLC 110.36%0.36%0.36%Q3 2020Q3 20201
Lake Hills Wealth Management, LLC 112.64%2.64%2.64%Q4 2021Q4 20211
Symmetry Investments LP 110.84%0.84%0.84%Q3 2023Q3 20231
Nemes Rush Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Mandatum Life Insurance Co Ltd 110.30%0.30%0.30%Q3 2016Q3 20161
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Field & Main Bank 110.00%0.00%0.00%Q2 2020Q2 20201
Paradigm Financial Advisors, LLC 110.62%0.62%0.62%Q3 2016Q3 20161
BRANDYWINE OAK PRIVATE WEALTH LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
TWO SIGMA ADVISERS, LP 110.06%0.06%0.06%Q1 2023Q1 20231
HARBOUR INVESTMENT MANAGEMENT LLC 110.33%0.33%0.33%Q3 2023Q3 20231
CAXTON ASSOCIATES LP 111.94%1.94%1.94%Q3 2016Q3 20161
Jump Trading, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Pensionmark Financial Group, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
NOMURA ASSET MANAGEMENT CO LTD 110.00%0.00%0.00%Q4 2016Q4 20161
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
LGT Financial Advisors LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Kathmere Capital Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
PRUDENTIAL PLC 110.00%0.00%0.00%Q4 2018Q4 20181
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Gordian Capital Singapore Pte Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
Jefferies Group LLC 110.11%0.11%0.11%Q1 2022Q1 20221
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This page lists all the filers that currently own SELECT SECTOR SPDR TR or have owned SELECT SECTOR SPDR TR in the past.